brotherton-erpnext/erpnext/accounts/party.py

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# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from frappe import _, msgprint, scrub
from frappe.contacts.doctype.address.address import (
get_address_display,
get_company_address,
get_default_address,
)
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from frappe.contacts.doctype.contact.contact import get_contact_details
from frappe.core.doctype.user_permission.user_permission import get_permitted_documents
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from frappe.model.utils import get_fetch_values
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from frappe.utils import (
add_days,
add_months,
add_years,
cint,
cstr,
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date_diff,
flt,
formatdate,
get_last_day,
get_timestamp,
getdate,
nowdate,
)
import erpnext
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from erpnext import get_company_currency
from erpnext.accounts.utils import get_fiscal_year
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from erpnext.exceptions import InvalidAccountCurrency, PartyDisabled, PartyFrozen
PURCHASE_TRANSACTION_TYPES = {"Purchase Order", "Purchase Receipt", "Purchase Invoice"}
SALES_TRANSACTION_TYPES = {
"Quotation",
"Sales Order",
"Delivery Note",
"Sales Invoice",
"POS Invoice",
}
TRANSACTION_TYPES = PURCHASE_TRANSACTION_TYPES | SALES_TRANSACTION_TYPES
class DuplicatePartyAccountError(frappe.ValidationError):
pass
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@frappe.whitelist()
def get_party_details(
party=None,
account=None,
party_type="Customer",
company=None,
posting_date=None,
bill_date=None,
price_list=None,
currency=None,
doctype=None,
ignore_permissions=False,
fetch_payment_terms_template=True,
party_address=None,
company_address=None,
shipping_address=None,
pos_profile=None,
):
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if not party:
return {}
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if not frappe.db.exists(party_type, party):
frappe.throw(_("{0}: {1} does not exists").format(party_type, party))
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return _get_party_details(
party,
account,
party_type,
company,
posting_date,
bill_date,
price_list,
currency,
doctype,
ignore_permissions,
fetch_payment_terms_template,
party_address,
company_address,
shipping_address,
pos_profile,
)
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def _get_party_details(
party=None,
account=None,
party_type="Customer",
company=None,
posting_date=None,
bill_date=None,
price_list=None,
currency=None,
doctype=None,
ignore_permissions=False,
fetch_payment_terms_template=True,
party_address=None,
company_address=None,
shipping_address=None,
pos_profile=None,
):
party_details = frappe._dict(
set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype)
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)
party = party_details[party_type.lower()]
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if not ignore_permissions and not (
frappe.has_permission(party_type, "read", party)
or frappe.has_permission(party_type, "select", party)
):
frappe.throw(_("Not permitted for {0}").format(party), frappe.PermissionError)
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party = frappe.get_doc(party_type, party)
currency = party.get("default_currency") or currency or get_company_currency(company)
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party_address, shipping_address = set_address_details(
party_details,
party,
party_type,
doctype,
company,
party_address,
company_address,
shipping_address,
)
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set_contact_details(party_details, party, party_type)
set_other_values(party_details, party, party_type)
set_price_list(party_details, party, party_type, price_list, pos_profile)
tax_template = set_taxes(
party.name,
party_type,
posting_date,
company,
customer_group=party_details.customer_group,
supplier_group=party_details.supplier_group,
tax_category=party_details.tax_category,
billing_address=party_address,
shipping_address=shipping_address,
)
if tax_template:
party_details["taxes_and_charges"] = tax_template
if cint(fetch_payment_terms_template):
party_details["payment_terms_template"] = get_payment_terms_template(
party.name, party_type, company
)
if not party_details.get("currency"):
party_details["currency"] = currency
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# sales team
if party_type == "Customer":
party_details["sales_team"] = [
{
"sales_person": d.sales_person,
"allocated_percentage": d.allocated_percentage or None,
"commission_rate": d.commission_rate,
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}
for d in party.get("sales_team")
]
# supplier tax withholding category
if party_type == "Supplier" and party:
party_details["supplier_tds"] = frappe.get_value(
party_type, party.name, "tax_withholding_category"
)
if not party_details.get("tax_category") and pos_profile:
party_details["tax_category"] = frappe.get_value("POS Profile", pos_profile, "tax_category")
return party_details
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def set_address_details(
party_details,
party,
party_type,
doctype=None,
company=None,
party_address=None,
company_address=None,
shipping_address=None,
):
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billing_address_field = (
"customer_address" if party_type == "Lead" else party_type.lower() + "_address"
)
party_details[billing_address_field] = party_address or get_default_address(
party_type, party.name
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)
if doctype:
party_details.update(
get_fetch_values(doctype, billing_address_field, party_details[billing_address_field])
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)
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# address display
party_details.address_display = get_address_display(party_details[billing_address_field])
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# shipping address
if party_type in ["Customer", "Lead"]:
party_details.shipping_address_name = shipping_address or get_party_shipping_address(
party_type, party.name
)
party_details.shipping_address = get_address_display(party_details["shipping_address_name"])
if doctype:
party_details.update(
get_fetch_values(doctype, "shipping_address_name", party_details.shipping_address_name)
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)
if company_address:
party_details.company_address = company_address
else:
party_details.update(get_company_address(company))
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if doctype in SALES_TRANSACTION_TYPES and party_details.company_address:
party_details.update(get_fetch_values(doctype, "company_address", party_details.company_address))
if doctype in PURCHASE_TRANSACTION_TYPES:
if shipping_address:
party_details.update(
shipping_address=shipping_address,
shipping_address_display=get_address_display(shipping_address),
**get_fetch_values(doctype, "shipping_address", shipping_address)
)
if party_details.company_address:
# billing address
party_details.update(
billing_address=party_details.company_address,
billing_address_display=(
party_details.company_address_display or get_address_display(party_details.company_address)
),
**get_fetch_values(doctype, "billing_address", party_details.company_address)
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)
# shipping address - if not already set
if not party_details.shipping_address:
party_details.update(
shipping_address=party_details.billing_address,
shipping_address_display=party_details.billing_address_display,
**get_fetch_values(doctype, "shipping_address", party_details.billing_address)
)
party_address, shipping_address = (
party_details.get(billing_address_field),
party_details.shipping_address_name,
)
party_details["tax_category"] = get_address_tax_category(
party.get("tax_category"),
party_address,
shipping_address if party_type != "Supplier" else party_address,
)
if doctype in TRANSACTION_TYPES:
# required to set correct region
frappe.flags.company = company
get_regional_address_details(party_details, doctype, company)
return party_address, shipping_address
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@erpnext.allow_regional
def get_regional_address_details(party_details, doctype, company):
pass
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def set_contact_details(party_details, party, party_type):
party_details.contact_person = get_default_contact(party_type, party.name)
if not party_details.contact_person:
party_details.update(
{
"contact_person": None,
"contact_display": None,
"contact_email": None,
"contact_mobile": None,
"contact_phone": None,
"contact_designation": None,
"contact_department": None,
}
)
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else:
party_details.update(get_contact_details(party_details.contact_person))
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def set_other_values(party_details, party, party_type):
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# copy
if party_type == "Customer":
to_copy = ["customer_name", "customer_group", "territory", "language"]
else:
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to_copy = ["supplier_name", "supplier_group", "language"]
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for f in to_copy:
party_details[f] = party.get(f)
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# fields prepended with default in Customer doctype
for f in ["currency"] + (
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["sales_partner", "commission_rate"] if party_type == "Customer" else []
):
if party.get("default_" + f):
party_details[f] = party.get("default_" + f)
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def get_default_price_list(party):
"""Return default price list for party (Document object)"""
if party.get("default_price_list"):
return party.default_price_list
if party.doctype == "Customer":
return frappe.get_cached_value("Customer Group", party.customer_group, "default_price_list")
def set_price_list(party_details, party, party_type, given_price_list, pos=None):
# price list
price_list = get_permitted_documents("Price List")
# if there is only one permitted document based on user permissions, set it
if price_list and len(price_list) == 1:
price_list = price_list[0]
elif pos and party_type == "Customer":
customer_price_list = frappe.get_value("Customer", party.name, "default_price_list")
if customer_price_list:
price_list = customer_price_list
else:
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pos_price_list = frappe.get_value("POS Profile", pos, "selling_price_list")
price_list = pos_price_list or given_price_list
else:
price_list = get_default_price_list(party) or given_price_list
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if price_list:
party_details.price_list_currency = frappe.db.get_value(
"Price List", price_list, "currency", cache=True
)
party_details[
"selling_price_list" if party.doctype == "Customer" else "buying_price_list"
] = price_list
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def set_account_and_due_date(
party, account, party_type, company, posting_date, bill_date, doctype
):
refactor: POS workflow (#20789) * refactor: add pos invoice doctype replacing sales invoice in POS * refactor: move pos.py to pos invoice * feat: add pos invoice merge log doctype * feat: ability to merge pos invoices into a sales invoice * feat: [wip] new ui for point of sale * fix: pos.py moved to pos_invoice * feat: loyalty points for POS Invoice * fix: loyalty points on merging * feat: return against pos invoices * Merge 'fork/serial-no-selector' into refactor-pos-invoice * chore: status fix and set warehouse from pos profile * fix: naming series * feat: merge pos returns into credit notes * feat: add pos list action for merging into sales invoices * feat[UX]: add shortcuts & focus on search after customer selection * feat: stock validation from previous pos transactions * Merge 'fork/serial-no-selector' into refactor-pos-invoice * chore: fix df not found for base_amount precision * feat: serial no validation from previous pos transactions * chore: move pos.py into pos page * feat: pos opening voucher * feat: link pos closing voucher with opening voucher * chore: use map_doc instead of get_mapped_doc for better perf * feat: enforce opening voucher on pos page * feat: [ui] [wip] point of sale beta ui refactor * fix: auto fetching serial nos with batch no * feat: [ui] item details section for new pos ui * feat: remove item from cart * refactor: [ui] [wip] split point_of_sale into components * new payment component * new numberpad * fix pos opening status * move from flex to grids * fix: search from item selector * feat: loyalty points as payment method * feat: pos invoice status * fix a bug with invalid JSON * fix: loyalty program ui fixes * feat: past order list and past order summary * feat: (minor) setting discount from item details * fix: adding item before customer selection * feat: post order submission summary * save and open draft orders * fix: item group filter * fix: item_det not defined while submitting sle * fix: minor bugs * fix: minor ux fixes * feat: show opening time in pos ui * feat: item and customer images * feat: emailing and printing an invoice * fix: item details field edit shows empty alert * fix: (minor) ux fixes * chore: rename pos opening voucher to pos opening entry * chore: (minor) rename pos closing voucher and sub doctypes * chore: add patch for renaming pos closing doctypes * fix: negative stock not allowed in pos invoices* default is_pos in pos invoices* fix: transalation * fix: invoices not getting fetched on pos closing * fix: indentation * feat: view / edit customer info * fix: minor bugs * fix: minor bug * fix: patch * fix: minor ux issues * fix: remove uppercase status * refactor: pos closing payment reconciliation * fix: move pos invoice print formats to pos invoice doctype * fix: ui issues * feat: new child doctype to store pos payment mode details * fix: add to patches.txt * feat: search by serial no * chore: [wip] code cleanup * fix: item not selectable from cart * chore: [wip] code cleanup * fix: minor issues * loyalty points transactions * default payment mode * fix: minor fixes * set correct mop amount with loaylty points * editing draft invoices from UI * chore: pos invoice merge log tests * fix: batch / serial validation in pos ui and on submission * feat: use onscan js for barcode scan events * fix: cart header with amount column * fix: validate batch no and qty in pos transactions * chore: do not fetch closing balances as opening balance * feat: show available qty in item selector * feat: shortcuts * fix: onscan.js not found * fix: onscan.js not found * fix: cannot return partial items * fix: neagtive stock indicator * feat: invoice discount * fix: change available stock on warehouse change * chore: cleanup code * fix: pos profile payment method table * feat: adding same item with different uom * fix: loyalty points deleted after consolidation * fix: enter loyalty amount instead of loyalty points * chore: return print format * feat: custom fields in pos view * chore: pos invoice test * chore: remove offline pos * fix: cyclic dependency * fix: cyclic dependency * patch: remove pos page and order fixes * chore: little fixes * fix: patch perf and plural naming * chore: tidy up pos invoice validation * chore: move pos closing to accounts * fix: move pos doctypes to accounts * fix: move pos doctypes to accounts * fix: item description in cart * fix: item description in cart * chore: loyalty tests * minor fixes * chore: rename point of sale beta to point of sale * chore: reset past order summary on filter change * chore: add point of sale to accounting desk * fix: payment reconciliation table in pos closing * fix: travis * Update accounting.json * fix: test cases * fix: tests * patch loyalty point entries * fix: remove test * default mode of payment is mandatory for pos transaction * chore: remove unused checks from pos profile * fix: loyalty point entry patch * fix: numpad reset and patches * fix: minor bugs * fix: travis * fix: travis * fix: travis * fix: travis Co-authored-by: Nabin Hait <nabinhait@gmail.com>
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if doctype not in ["POS Invoice", "Sales Invoice", "Purchase Invoice"]:
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# not an invoice
return {party_type.lower(): party}
if party:
account = get_party_account(party_type, party, company)
account_fieldname = "debit_to" if party_type == "Customer" else "credit_to"
out = {
party_type.lower(): party,
account_fieldname: account,
"due_date": get_due_date(posting_date, party_type, party, company, bill_date),
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}
return out
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@frappe.whitelist()
def get_party_account(party_type, party=None, company=None):
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"""Returns the account for the given `party`.
Will first search in party (Customer / Supplier) record, if not found,
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will search in group (Customer Group / Supplier Group),
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finally will return default."""
if not company:
frappe.throw(_("Please select a Company"))
if not party and party_type in ["Customer", "Supplier"]:
default_account_name = (
"default_receivable_account" if party_type == "Customer" else "default_payable_account"
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)
return frappe.get_cached_value("Company", company, default_account_name)
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account = frappe.db.get_value(
"Party Account", {"parenttype": party_type, "parent": party, "company": company}, "account"
)
if not account and party_type in ["Customer", "Supplier"]:
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party_group_doctype = "Customer Group" if party_type == "Customer" else "Supplier Group"
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group = frappe.get_cached_value(party_type, party, scrub(party_group_doctype))
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account = frappe.db.get_value(
"Party Account",
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{"parenttype": party_group_doctype, "parent": group, "company": company},
"account",
)
if not account and party_type in ["Customer", "Supplier"]:
default_account_name = (
"default_receivable_account" if party_type == "Customer" else "default_payable_account"
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)
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account = frappe.get_cached_value("Company", company, default_account_name)
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existing_gle_currency = get_party_gle_currency(party_type, party, company)
if existing_gle_currency:
if account:
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account_currency = frappe.get_cached_value("Account", account, "account_currency")
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if (account and account_currency != existing_gle_currency) or not account:
account = get_party_gle_account(party_type, party, company)
return account
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@frappe.whitelist()
def get_party_bank_account(party_type, party):
return frappe.db.get_value(
"Bank Account", {"party_type": party_type, "party": party, "is_default": 1}
)
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def get_party_account_currency(party_type, party, company):
def generator():
party_account = get_party_account(party_type, party, company)
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return frappe.get_cached_value("Account", party_account, "account_currency")
return frappe.local_cache("party_account_currency", (party_type, party, company), generator)
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def get_party_gle_currency(party_type, party, company):
def generator():
existing_gle_currency = frappe.db.sql(
"""select account_currency from `tabGL Entry`
where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s
limit 1""",
{"company": company, "party_type": party_type, "party": party},
)
return existing_gle_currency[0][0] if existing_gle_currency else None
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return frappe.local_cache(
"party_gle_currency", (party_type, party, company), generator, regenerate_if_none=True
)
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def get_party_gle_account(party_type, party, company):
def generator():
existing_gle_account = frappe.db.sql(
"""select account from `tabGL Entry`
where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s
limit 1""",
{"company": company, "party_type": party_type, "party": party},
)
return existing_gle_account[0][0] if existing_gle_account else None
return frappe.local_cache(
"party_gle_account", (party_type, party, company), generator, regenerate_if_none=True
)
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def validate_party_gle_currency(party_type, party, company, party_account_currency=None):
"""Validate party account currency with existing GL Entry's currency"""
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if not party_account_currency:
party_account_currency = get_party_account_currency(party_type, party, company)
existing_gle_currency = get_party_gle_currency(party_type, party, company)
if existing_gle_currency and party_account_currency != existing_gle_currency:
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frappe.throw(
_(
"{0} {1} has accounting entries in currency {2} for company {3}. Please select a receivable or payable account with currency {2}."
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).format(
frappe.bold(party_type),
frappe.bold(party),
frappe.bold(existing_gle_currency),
frappe.bold(company),
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),
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InvalidAccountCurrency,
)
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def validate_party_accounts(doc):
from erpnext.controllers.accounts_controller import validate_account_head
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companies = []
for account in doc.get("accounts"):
if account.company in companies:
frappe.throw(
_("There can only be 1 Account per Company in {0} {1}").format(doc.doctype, doc.name),
DuplicatePartyAccountError,
)
else:
companies.append(account.company)
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party_account_currency = frappe.get_cached_value("Account", account.account, "account_currency")
if frappe.db.get_default("Company"):
company_default_currency = frappe.get_cached_value(
"Company", frappe.db.get_default("Company"), "default_currency"
)
else:
company_default_currency = frappe.get_cached_value(
"Company", account.company, "default_currency"
)
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validate_party_gle_currency(doc.doctype, doc.name, account.company, party_account_currency)
if doc.get("default_currency") and party_account_currency and company_default_currency:
if (
doc.default_currency != party_account_currency
and doc.default_currency != company_default_currency
):
frappe.throw(
_(
"Billing currency must be equal to either default company's currency or party account currency"
)
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)
# validate if account is mapped for same company
validate_account_head(account.idx, account.account, account.company)
@frappe.whitelist()
def get_due_date(posting_date, party_type, party, company=None, bill_date=None):
"""Get due date from `Payment Terms Template`"""
due_date = None
if (bill_date or posting_date) and party:
due_date = bill_date or posting_date
template_name = get_payment_terms_template(party, party_type, company)
if template_name:
due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
"%Y-%m-%d"
)
else:
if party_type == "Supplier":
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supplier_group = frappe.get_cached_value(party_type, party, "supplier_group")
template_name = frappe.get_cached_value("Supplier Group", supplier_group, "payment_terms")
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if template_name:
due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
"%Y-%m-%d"
)
# If due date is calculated from bill_date, check this condition
if getdate(due_date) < getdate(posting_date):
due_date = posting_date
return due_date
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def get_due_date_from_template(template_name, posting_date, bill_date):
"""
Inspects all `Payment Term`s from the a `Payment Terms Template` and returns the due
date after considering all the `Payment Term`s requirements.
:param template_name: Name of the `Payment Terms Template`
:return: String representing the calculated due date
"""
due_date = getdate(bill_date or posting_date)
template = frappe.get_doc("Payment Terms Template", template_name)
for term in template.terms:
if term.due_date_based_on == "Day(s) after invoice date":
due_date = max(due_date, add_days(due_date, term.credit_days))
elif term.due_date_based_on == "Day(s) after the end of the invoice month":
due_date = max(due_date, add_days(get_last_day(due_date), term.credit_days))
else:
due_date = max(due_date, get_last_day(add_months(due_date, term.credit_months)))
return due_date
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def validate_due_date(
posting_date, due_date, party_type, party, company=None, bill_date=None, template_name=None
):
if getdate(due_date) < getdate(posting_date):
frappe.throw(_("Due Date cannot be before Posting / Supplier Invoice Date"))
else:
if not template_name:
return
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default_due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
"%Y-%m-%d"
)
if not default_due_date:
return
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if default_due_date != posting_date and getdate(due_date) > getdate(default_due_date):
is_credit_controller = (
frappe.db.get_single_value("Accounts Settings", "credit_controller") in frappe.get_roles()
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)
if is_credit_controller:
msgprint(
_("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)").format(
date_diff(due_date, default_due_date)
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)
)
else:
frappe.throw(
_("Due / Reference Date cannot be after {0}").format(formatdate(default_due_date))
)
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@frappe.whitelist()
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def get_address_tax_category(tax_category=None, billing_address=None, shipping_address=None):
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addr_tax_category_from = frappe.db.get_single_value(
"Accounts Settings", "determine_address_tax_category_from"
)
if addr_tax_category_from == "Shipping Address":
if shipping_address:
tax_category = frappe.db.get_value("Address", shipping_address, "tax_category") or tax_category
else:
if billing_address:
tax_category = frappe.db.get_value("Address", billing_address, "tax_category") or tax_category
return cstr(tax_category)
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@frappe.whitelist()
def set_taxes(
party,
party_type,
posting_date,
company,
customer_group=None,
supplier_group=None,
tax_category=None,
billing_address=None,
shipping_address=None,
use_for_shopping_cart=None,
):
from erpnext.accounts.doctype.tax_rule.tax_rule import get_party_details, get_tax_template
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args = {party_type.lower(): party, "company": company}
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if tax_category:
args["tax_category"] = tax_category
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if customer_group:
args["customer_group"] = customer_group
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if supplier_group:
args["supplier_group"] = supplier_group
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if billing_address or shipping_address:
args.update(
get_party_details(
party, party_type, {"billing_address": billing_address, "shipping_address": shipping_address}
)
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)
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else:
args.update(get_party_details(party, party_type))
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if party_type in ("Customer", "Lead"):
args.update({"tax_type": "Sales"})
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if party_type == "Lead":
args["customer"] = None
del args["lead"]
else:
args.update({"tax_type": "Purchase"})
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if use_for_shopping_cart:
args.update({"use_for_shopping_cart": use_for_shopping_cart})
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return get_tax_template(posting_date, args)
@frappe.whitelist()
def get_payment_terms_template(party_name, party_type, company=None):
if party_type not in ("Customer", "Supplier"):
return
template = None
if party_type == "Customer":
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customer = frappe.get_cached_value(
"Customer", party_name, fieldname=["payment_terms", "customer_group"], as_dict=1
)
template = customer.payment_terms
if not template and customer.customer_group:
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template = frappe.get_cached_value("Customer Group", customer.customer_group, "payment_terms")
else:
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supplier = frappe.get_cached_value(
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"Supplier", party_name, fieldname=["payment_terms", "supplier_group"], as_dict=1
)
template = supplier.payment_terms
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if not template and supplier.supplier_group:
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template = frappe.get_cached_value("Supplier Group", supplier.supplier_group, "payment_terms")
if not template and company:
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template = frappe.get_cached_value("Company", company, fieldname="payment_terms")
return template
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def validate_party_frozen_disabled(party_type, party_name):
if frappe.flags.ignore_party_validation:
return
if party_type and party_name:
if party_type in ("Customer", "Supplier"):
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party = frappe.get_cached_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True)
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if party.disabled:
frappe.throw(_("{0} {1} is disabled").format(party_type, party_name), PartyDisabled)
elif party.get("is_frozen"):
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frozen_accounts_modifier = frappe.db.get_single_value(
"Accounts Settings", "frozen_accounts_modifier"
)
if not frozen_accounts_modifier in frappe.get_roles():
frappe.throw(_("{0} {1} is frozen").format(party_type, party_name), PartyFrozen)
elif party_type == "Employee":
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if frappe.db.get_value("Employee", party_name, "status") != "Active":
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frappe.msgprint(_("{0} {1} is not active").format(party_type, party_name), alert=True)
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def get_timeline_data(doctype, name):
"""returns timeline data for the past one year"""
from frappe.desk.form.load import get_communication_data
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out = {}
fields = "creation, count(*)"
after = add_years(None, -1).strftime("%Y-%m-%d")
group_by = "group by Date(creation)"
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data = get_communication_data(
doctype,
name,
after=after,
group_by="group by creation",
fields="C.creation as creation, count(C.name)",
as_dict=False,
)
# fetch and append data from Activity Log
data += frappe.db.sql(
"""select {fields}
from `tabActivity Log`
where (reference_doctype=%(doctype)s and reference_name=%(name)s)
or (timeline_doctype in (%(doctype)s) and timeline_name=%(name)s)
or (reference_doctype in ("Quotation", "Opportunity") and timeline_name=%(name)s)
and status!='Success' and creation > {after}
{group_by} order by creation desc
""".format(
fields=fields, group_by=group_by, after=after
),
{"doctype": doctype, "name": name},
as_dict=False,
)
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timeline_items = dict(data)
for date, count in timeline_items.items():
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timestamp = get_timestamp(date)
out.update({timestamp: count})
return out
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def get_dashboard_info(party_type, party, loyalty_program=None):
current_fiscal_year = get_fiscal_year(nowdate(), as_dict=True)
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doctype = "Sales Invoice" if party_type == "Customer" else "Purchase Invoice"
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companies = frappe.get_all(
doctype, filters={"docstatus": 1, party_type.lower(): party}, distinct=1, fields=["company"]
)
company_wise_info = []
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company_wise_grand_total = frappe.get_all(
doctype,
filters={
"docstatus": 1,
party_type.lower(): party,
"posting_date": (
"between",
[current_fiscal_year.year_start_date, current_fiscal_year.year_end_date],
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),
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},
group_by="company",
fields=[
"company",
"sum(grand_total) as grand_total",
"sum(base_grand_total) as base_grand_total",
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],
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)
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loyalty_point_details = []
if party_type == "Customer":
loyalty_point_details = frappe._dict(
frappe.get_all(
"Loyalty Point Entry",
filters={
"customer": party,
"expiry_date": (">=", getdate()),
},
group_by="company",
fields=["company", "sum(loyalty_points) as loyalty_points"],
as_list=1,
)
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)
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company_wise_billing_this_year = frappe._dict()
for d in company_wise_grand_total:
company_wise_billing_this_year.setdefault(
d.company, {"grand_total": d.grand_total, "base_grand_total": d.base_grand_total}
)
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company_wise_total_unpaid = frappe._dict(
frappe.db.sql(
"""
select company, sum(debit_in_account_currency) - sum(credit_in_account_currency)
from `tabGL Entry`
where party_type = %s and party=%s
and is_cancelled = 0
group by company""",
(party_type, party),
)
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)
for d in companies:
company_default_currency = frappe.get_cached_value("Company", d.company, "default_currency")
party_account_currency = get_party_account_currency(party_type, party, d.company)
if party_account_currency == company_default_currency:
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billing_this_year = flt(
company_wise_billing_this_year.get(d.company, {}).get("base_grand_total")
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)
else:
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billing_this_year = flt(company_wise_billing_this_year.get(d.company, {}).get("grand_total"))
total_unpaid = flt(company_wise_total_unpaid.get(d.company))
if loyalty_point_details:
loyalty_points = loyalty_point_details.get(d.company)
info = {}
info["billing_this_year"] = flt(billing_this_year) if billing_this_year else 0
info["currency"] = party_account_currency
info["total_unpaid"] = flt(total_unpaid) if total_unpaid else 0
info["company"] = d.company
if party_type == "Customer" and loyalty_point_details:
info["loyalty_points"] = loyalty_points
if party_type == "Supplier":
info["total_unpaid"] = -1 * info["total_unpaid"]
company_wise_info.append(info)
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return company_wise_info
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def get_party_shipping_address(doctype, name):
"""
Returns an Address name (best guess) for the given doctype and name for which `address_type == 'Shipping'` is true.
and/or `is_shipping_address = 1`.
It returns an empty string if there is no matching record.
:param doctype: Party Doctype
:param name: Party name
:return: String
"""
out = frappe.db.sql(
"SELECT dl.parent "
"from `tabDynamic Link` dl join `tabAddress` ta on dl.parent=ta.name "
"where "
"dl.link_doctype=%s "
"and dl.link_name=%s "
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"and dl.parenttype='Address' "
"and ifnull(ta.disabled, 0) = 0 and"
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"(ta.address_type='Shipping' or ta.is_shipping_address=1) "
"order by ta.is_shipping_address desc, ta.address_type desc limit 1",
(doctype, name),
)
if out:
return out[0][0]
else:
return ""
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def get_partywise_advanced_payment_amount(
party_type, posting_date=None, future_payment=0, company=None, party=None
):
cond = "1=1"
if posting_date:
if future_payment:
cond = "(posting_date <= '{0}' OR DATE(creation) <= '{0}')" "".format(posting_date)
else:
cond = "posting_date <= '{0}'".format(posting_date)
if company:
cond += "and company = {0}".format(frappe.db.escape(company))
if party:
cond += "and party = {0}".format(frappe.db.escape(party))
data = frappe.db.sql(
""" SELECT party, sum({0}) as amount
FROM `tabGL Entry`
WHERE
party_type = %s and against_voucher is null
and is_cancelled = 0
and {1} GROUP BY party""".format(
("credit") if party_type == "Customer" else "debit", cond
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),
party_type,
)
if data:
return frappe._dict(data)
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def get_default_contact(doctype, name):
"""
Returns default contact for the given doctype and name.
Can be ordered by `contact_type` to either is_primary_contact or is_billing_contact.
"""
out = frappe.db.sql(
"""
SELECT dl.parent, c.is_primary_contact, c.is_billing_contact
FROM `tabDynamic Link` dl
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INNER JOIN `tabContact` c ON c.name = dl.parent
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WHERE
dl.link_doctype=%s AND
dl.link_name=%s AND
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dl.parenttype = 'Contact'
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ORDER BY is_primary_contact DESC, is_billing_contact DESC
""",
(doctype, name),
)
if out:
try:
return out[0][0]
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except Exception:
return None
else:
return None
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def add_party_account(party_type, party, company, account):
doc = frappe.get_doc(party_type, party)
account_exists = False
for d in doc.get("accounts"):
if d.account == account:
account_exists = True
if not account_exists:
accounts = {"company": company, "account": account}
doc.append("accounts", accounts)
doc.save()