Merge pull request #14205 from Alchez/frappe-contract

[Feature] Managing Contracts in ERPNext

erpnext/crm/doctype/contract/contract.js

@@ -0,0 +1,24 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+cur_frm.add_fetch("contract_template", "contract_terms", "contract_terms");
+cur_frm.add_fetch("contract_template", "requires_fulfilment", "requires_fulfilment");
+
+// Add fulfilment terms from contract template into contract
+frappe.ui.form.on("Contract", {
+	contract_template: function (frm) {
+		// Populate the fulfilment terms table from a contract template, if any
+		if (frm.doc.contract_template) {
+			frappe.model.with_doc("Contract Template", frm.doc.contract_template, function () {
+				var tabletransfer = frappe.model.get_doc("Contract Template", frm.doc.contract_template);
+
+				frm.doc.fulfilment_terms = [];
+				$.each(tabletransfer.fulfilment_terms, function (index, row) {
+					var d = frm.add_child("fulfilment_terms");
+					d.requirement = row.requirement;
+					frm.refresh_field("fulfilment_terms");
+				});
+			});
+		}
+	}
+});

erpnext/crm/doctype/contract/contract.py

@@ -0,0 +1,109 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import getdate, now_datetime, nowdate
+
+
+class Contract(Document):
+	def autoname(self):
+		name = self.party_name
+
+		if self.contract_template:
+			name += " - {} Agreement".format(self.contract_template)
+
+		# If identical, append contract name with the next number in the iteration
+		if frappe.db.exists("Contract", name):
+			count = len(frappe.get_all("Contract", filters={"name": ["like", "%{}%".format(name)]}))
+			name = "{} - {}".format(name, count)
+
+		self.name = _(name)
+
+	def validate(self):
+		self.validate_dates()
+		self.update_contract_status()
+		self.update_fulfilment_status()
+
+	def before_update_after_submit(self):
+		self.update_contract_status()
+		self.update_fulfilment_status()
+
+	def validate_dates(self):
+		if self.end_date and self.end_date < self.start_date:
+			frappe.throw(_("End Date cannot be before Start Date."))
+
+	def update_contract_status(self):
+		if self.is_signed:
+			self.status = get_status(self.start_date, self.end_date)
+		else:
+			self.status = "Unsigned"
+
+	def update_fulfilment_status(self):
+		fulfilment_status = "N/A"
+
+		if self.requires_fulfilment:
+			fulfilment_progress = self.get_fulfilment_progress()
+
+			if not fulfilment_progress:
+				fulfilment_status = "Unfulfilled"
+			elif fulfilment_progress < len(self.fulfilment_terms):
+				fulfilment_status = "Partially Fulfilled"
+			elif fulfilment_progress == len(self.fulfilment_terms):
+				fulfilment_status = "Fulfilled"
+
+			if fulfilment_status != "Fulfilled" and self.fulfilment_deadline:
+				now_date = getdate(nowdate())
+				deadline_date = getdate(self.fulfilment_deadline)
+
+				if now_date > deadline_date:
+					fulfilment_status = "Lapsed"
+
+		self.fulfilment_status = fulfilment_status
+
+	def get_fulfilment_progress(self):
+		return len([term for term in self.fulfilment_terms if term.fulfilled])
+
+
+def get_status(start_date, end_date):
+	"""
+	Get a Contract's status based on the start, current and end dates
+
+	Args:
+		start_date (str): The start date of the contract
+		end_date (str): The end date of the contract
+
+	Returns:
+		str: 'Active' if within range, otherwise 'Inactive'
+	"""
+
+	if not end_date:
+		return "Active"
+
+	start_date = getdate(start_date)
+	end_date = getdate(end_date)
+	now_date = getdate(nowdate())
+
+	return "Active" if start_date < now_date < end_date else "Inactive"
+
+
+def update_status_for_contracts():
+	"""
+	Run the daily hook to update the statuses for all signed
+	and submitted Contracts
+	"""
+
+	contracts = frappe.get_all("Contract",
+								filters={"is_signed": True,
+										"docstatus": 1},
+								fields=["name", "start_date", "end_date"])
+
+	for contract in contracts:
+		status = get_status(contract.get("start_date"),
+							contract.get("end_date"))
+
+		frappe.db.set_value("Contract", contract.get("name"), "status", status)

erpnext/crm/doctype/contract/contract_list.js

@@ -0,0 +1,12 @@
+frappe.listview_settings['Contract'] = {
+    add_fields: ["status"],
+    get_indicator: function (doc) {
+        if (doc.status == "Unsigned") {
+            return [__(doc.status), "red", "status,=," + doc.status];
+        } else if (doc.status == "Active") {
+            return [__(doc.status), "green", "status,=," + doc.status];
+        } else if (doc.status == "Inactive") {
+            return [__(doc.status), "darkgrey", "status,=," + doc.status];
+        }
+    },
+};

erpnext/crm/doctype/contract/test_contract.js

@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Contract", function (assert) {
+	let done = assert.async();
+
+	// number of asserts
+	assert.expect(1);
+
+	frappe.run_serially([
+		// insert a new Contract
+		() => frappe.tests.make('Contract', [
+			// values to be set
+			{key: 'value'}
+		]),
+		() => {
+			assert.equal(cur_frm.doc.key, 'value');
+		},
+		() => done()
+	]);
+
+});

erpnext/crm/doctype/contract/test_contract.py

@@ -0,0 +1,119 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import unittest
+
+import frappe
+from frappe.utils import add_days, nowdate
+
+class TestContract(unittest.TestCase):
+
+	def setUp(self):
+		frappe.db.sql("delete from `tabContract`")
+		self.contract_doc = get_contract()
+
+	def test_validate_start_date_before_end_date(self):
+		self.contract_doc.start_date = nowdate()
+		self.contract_doc.end_date = add_days(nowdate(), -1)
+
+		self.assertRaises(frappe.ValidationError, self.contract_doc.insert)
+
+	def test_unsigned_contract_status(self):
+		self.contract_doc.insert()
+		self.assertEqual(self.contract_doc.status, "Unsigned")
+
+	def test_active_signed_contract_status(self):
+		self.contract_doc.is_signed = True
+		self.contract_doc.start_date = add_days(nowdate(), -1)
+		self.contract_doc.end_date = add_days(nowdate(), 1)
+		self.contract_doc.insert()
+
+		self.assertEqual(self.contract_doc.status, "Active")
+
+	def test_past_inactive_signed_contract_status(self):
+		self.contract_doc.is_signed = True
+		self.contract_doc.start_date = add_days(nowdate(), -2)
+		self.contract_doc.end_date = add_days(nowdate(), -1)
+		self.contract_doc.insert()
+
+		self.assertEqual(self.contract_doc.status, "Inactive")
+
+	def test_future_inactive_signed_contract_status(self):
+		self.contract_doc.is_signed = True
+		self.contract_doc.start_date = add_days(nowdate(), 1)
+		self.contract_doc.end_date = add_days(nowdate(), 2)
+		self.contract_doc.insert()
+
+		self.assertEqual(self.contract_doc.status, "Inactive")
+
+	def test_contract_status_with_no_fulfilment_terms(self):
+		self.contract_doc.contract_term = "_Test Customer Contract"
+		self.contract_doc.insert()
+
+		self.assertEqual(self.contract_doc.fulfilment_status, "N/A")
+
+	def test_unfulfilled_contract_status(self):
+		self.contract_doc.contract_term = "_Test Customer Contract with Requirements"
+		self.contract_doc.requires_fulfilment = 1
+		self.contract_doc.save()
+		self.assertEqual(self.contract_doc.fulfilment_status, "Unfulfilled")
+
+	def test_fulfilled_contract_status(self):
+		self.contract_doc.contract_terms = "_Test Customer Contract with Requirements"
+
+		# Mark all the terms as fulfilled
+		self.contract_doc.requires_fulfilment = 1
+		fulfilment_terms = []
+		fulfilment_terms.append({
+			"requirement": "This is a test requirement.",
+			"fulfilled": 0
+		})
+		self.contract_doc.set("fulfilment_terms", fulfilment_terms)
+
+		for term in self.contract_doc.fulfilment_terms:
+			term.fulfilled = 1
+
+		self.contract_doc.save()
+
+		self.assertEqual(self.contract_doc.fulfilment_status, "Fulfilled")
+
+	def test_partially_fulfilled_contract_status(self):
+		self.contract_doc.contract_terms = "_Test Customer Contract with Requirements"
+		self.contract_doc.requires_fulfilment = 1
+
+		# Mark only the first term as fulfilled
+		self.contract_doc.save()
+		fulfilment_terms = []
+		fulfilment_terms.append({
+			"requirement": "This is a test requirement.",
+			"fulfilled": 0
+		})
+		fulfilment_terms.append({
+			"requirement": "This is another test requirement.",
+			"fulfilled": 0
+		})
+
+		self.contract_doc.set("fulfilment_terms", fulfilment_terms)
+		self.contract_doc.fulfilment_terms[0].fulfilled = 1
+		self.contract_doc.save()
+
+		self.assertEqual(self.contract_doc.fulfilment_status, "Partially Fulfilled")
+
+	def test_lapsed_contract_status(self):
+		self.contract_doc.contract_term = "_Test Customer Contract with Requirements"
+		self.contract_doc.start_date = add_days(nowdate(), -2)
+		self.contract_doc.end_date = add_days(nowdate(), 1)
+		self.contract_doc.requires_fulfilment = 1
+		self.contract_doc.fulfilment_deadline = add_days(nowdate(), -1)
+		self.contract_doc.save()
+
+		self.assertEqual(self.contract_doc.fulfilment_status, "Lapsed")
+
+def get_contract():
+	doc = frappe.new_doc("Contract")
+	doc.party_type = "Customer"
+	doc.party_name = "_Test Customer"
+	doc.contract_terms = "This is a test customer contract."
+	return doc

erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Contract Fulfilment Checklist', {
+	refresh: function(frm) {
+
+	}
+});

erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.json

@@ -0,0 +1,219 @@
+{
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+ "allow_guest_to_view": 0, 
+ "allow_import": 0, 
+ "allow_rename": 0, 
+ "beta": 0, 
+ "creation": "2018-04-16 06:51:33.320037", 
+ "custom": 0, 
+ "docstatus": 0, 
+ "doctype": "DocType", 
+ "document_type": "", 
+ "editable_grid": 1, 
+ "engine": "InnoDB", 
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+   "allow_bulk_edit": 0, 
+   "allow_on_submit": 1, 
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+   "fieldname": "notes", 
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+   "in_filter": 0, 
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+   "allow_on_submit": 0, 
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+   "collapsible": 0, 
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+   "in_standard_filter": 0, 
+   "label": "Amended From", 
+   "length": 0, 
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+   "options": "Contract Fulfilment Checklist", 
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+ "image_view": 0, 
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+ "max_attachments": 0, 
+ "modified": "2018-04-16 08:27:25.156332", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Contract Fulfilment Checklist", 
+ "name_case": "", 
+ "owner": "Administrator", 
+ "permissions": [], 
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+ "read_only": 0, 
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+ "sort_field": "modified", 
+ "sort_order": "DESC", 
+ "track_changes": 1, 
+ "track_seen": 0
+}

erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ContractFulfilmentChecklist(Document):
+	pass

erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.js

@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Contract Fulfilment Checklist", function (assert) {
+	let done = assert.async();
+
+	// number of asserts
+	assert.expect(1);
+
+	frappe.run_serially([
+		// insert a new Contract Fulfilment Checklist
+		() => frappe.tests.make('Contract Fulfilment Checklist', [
+			// values to be set
+			{key: 'value'}
+		]),
+		() => {
+			assert.equal(cur_frm.doc.key, 'value');
+		},
+		() => done()
+	]);
+
+});

erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestContractFulfilmentChecklist(unittest.TestCase):
+	pass

erpnext/crm/doctype/contract_template/contract_template.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Contract Template', {
+	refresh: function(frm) {
+
+	}
+});

erpnext/crm/doctype/contract_template/contract_template.json

@@ -0,0 +1,306 @@
+{
+ "allow_copy": 0, 
+ "allow_guest_to_view": 0, 
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+ "allow_rename": 0, 
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+ "docstatus": 0, 
+ "doctype": "DocType", 
+ "document_type": "", 
+ "editable_grid": 1, 
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+  }, 
+  {
+   "allow_bulk_edit": 0, 
+   "allow_on_submit": 0, 
+   "bold": 0, 
+   "collapsible": 0, 
+   "columns": 0, 
+   "depends_on": "eval:doc.requires_fulfilment==1", 
+   "fieldname": "fulfilment_terms", 
+   "fieldtype": "Table", 
+   "hidden": 0, 
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+ "max_attachments": 0, 
+ "modified": "2018-04-17 07:36:05.217599", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Contract Template", 
+ "name_case": "", 
+ "owner": "Administrator", 
+ "permissions": [
+  {
+   "amend": 0, 
+   "apply_user_permissions": 0, 
+   "cancel": 0, 
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+  }, 
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+   "set_user_permissions": 0, 
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+  }, 
+  {
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+   "apply_user_permissions": 0, 
+   "cancel": 0, 
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+   "if_owner": 0, 
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+   "read": 1, 
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+   "role": "Purchase Manager", 
+   "set_user_permissions": 0, 
+   "share": 1, 
+   "submit": 0, 
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+  }, 
+  {
+   "amend": 0, 
+   "apply_user_permissions": 0, 
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+   "import": 0, 
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+   "report": 1, 
+   "role": "HR Manager", 
+   "set_user_permissions": 0, 
+   "share": 1, 
+   "submit": 0, 
+   "write": 1
+  }
+ ], 
+ "quick_entry": 0, 
+ "read_only": 0, 
+ "read_only_onload": 0, 
+ "show_name_in_global_search": 0, 
+ "sort_field": "modified", 
+ "sort_order": "DESC", 
+ "track_changes": 1, 
+ "track_seen": 0
+}

erpnext/crm/doctype/contract_template/contract_template.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ContractTemplate(Document):
+	pass

erpnext/crm/doctype/contract_template/test_contract_template.js

@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Contract Template", function (assert) {
+	let done = assert.async();
+
+	// number of asserts
+	assert.expect(1);
+
+	frappe.run_serially([
+		// insert a new Contract Template
+		() => frappe.tests.make('Contract Template', [
+			// values to be set
+			{key: 'value'}
+		]),
+		() => {
+			assert.equal(cur_frm.doc.key, 'value');
+		},
+		() => done()
+	]);
+
+});

erpnext/crm/doctype/contract_template/test_contract_template.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestContractTemplate(unittest.TestCase):
+	pass

erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.json

@@ -0,0 +1,71 @@
+{
+ "allow_copy": 0, 
+ "allow_guest_to_view": 0, 
+ "allow_import": 0, 
+ "allow_rename": 0, 
+ "beta": 0, 
+ "creation": "2018-04-16 06:46:48.636936", 
+ "custom": 0, 
+ "docstatus": 0, 
+ "doctype": "DocType", 
+ "document_type": "", 
+ "editable_grid": 1, 
+ "engine": "InnoDB", 
+ "fields": [
+  {
+   "allow_bulk_edit": 0, 
+   "allow_on_submit": 0, 
+   "bold": 0, 
+   "collapsible": 0, 
+   "columns": 0, 
+   "fieldname": "requirement", 
+   "fieldtype": "Data", 
+   "hidden": 0, 
+   "ignore_user_permissions": 0, 
+   "ignore_xss_filter": 0, 
+   "in_filter": 0, 
+   "in_global_search": 0, 
+   "in_list_view": 1, 
+   "in_standard_filter": 0, 
+   "label": "Requirement", 
+   "length": 0, 
+   "no_copy": 0, 
+   "permlevel": 0, 
+   "precision": "", 
+   "print_hide": 0, 
+   "print_hide_if_no_value": 0, 
+   "read_only": 0, 
+   "remember_last_selected_value": 0, 
+   "report_hide": 0, 
+   "reqd": 0, 
+   "search_index": 0, 
+   "set_only_once": 0, 
+   "unique": 0
+  }
+ ], 
+ "has_web_view": 0, 
+ "hide_heading": 0, 
+ "hide_toolbar": 0, 
+ "idx": 0, 
+ "image_view": 0, 
+ "in_create": 0, 
+ "is_submittable": 0, 
+ "issingle": 0, 
+ "istable": 1, 
+ "max_attachments": 0, 
+ "modified": "2018-04-16 07:17:38.060049", 
+ "modified_by": "Administrator", 
+ "module": "CRM", 
+ "name": "Contract Template Fulfilment Terms", 
+ "name_case": "", 
+ "owner": "Administrator", 
+ "permissions": [], 
+ "quick_entry": 0, 
+ "read_only": 0, 
+ "read_only_onload": 0, 
+ "show_name_in_global_search": 0, 
+ "sort_field": "modified", 
+ "sort_order": "DESC", 
+ "track_changes": 1, 
+ "track_seen": 0
+}

erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ContractTemplateFulfilmentTerms(Document):
+	pass

erpnext/hooks.py

@@ -233,7 +233,8 @@ scheduler_events = {
 		"erpnext.setup.doctype.company.company.cache_companies_monthly_sales_history",
 		"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms",
 		"erpnext.assets.doctype.asset.asset.update_maintenance_status",
-		"erpnext.assets.doctype.asset.asset.make_post_gl_entry"
+		"erpnext.assets.doctype.asset.asset.make_post_gl_entry",
+		"erpnext.crm.doctype.contract.contract.update_status_for_contracts"
   ],
 	"monthly": [
 		"erpnext.accounts.doctype.sales_invoice.sales_invoice.booked_deferred_revenue",