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fix: merge conflict

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This commit is contained in:
Nabin Hait 2021-06-15 20:18:06 +05:30
commit 0950481253
122 changed files with 6416 additions and 5206 deletions
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3
.git-blame-ignore-revs
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@ -10,3 +10,6 @@
# Replace use of Class.extend with native JS class
1fe891b287a1b3f225d29ee3d07e7b1824aba9e7
# This commit just changes spaces to tabs for indentation in some files
5f473611bd6ed57703716244a054d3fb5ba9cd23

2
erpnext/__init__.py
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@ -5,7 +5,7 @@ import frappe
from erpnext.hooks import regional_overrides
from frappe.utils import getdate
__version__ = '13.4.1'
__version__ = '13.5.0'
def get_default_company(user=None):
'''Get default company for user'''

2
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
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@ -27,7 +27,7 @@ class AccountingDimension(Document):
exists = frappe.db.get_value("Accounting Dimension", {'document_type': self.document_type}, ['name'])
if exists and self.is_new():
frappe.throw("Document Type already used as a dimension")
frappe.throw(_("Document Type already used as a dimension"))
if not self.is_new():
self.validate_document_type_change()

9
erpnext/accounts/doctype/accounts_settings/accounts_settings.json
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@ -18,6 +18,7 @@
"delete_linked_ledger_entries",
"book_asset_depreciation_entry_automatically",
"unlink_advance_payment_on_cancelation_of_order",
"post_change_gl_entries",
"tax_settings_section",
"determine_address_tax_category_from",
"column_break_19",
@ -253,6 +254,12 @@
{
"fieldname": "column_break_19",
"fieldtype": "Column Break"
},
{
"default": "1",
"fieldname": "post_change_gl_entries",
"fieldtype": "Check",
"label": "Post Ledger Entries for Given Change"
}
],
"icon": "icon-cog",
@ -260,7 +267,7 @@
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2021-04-30 15:25:10.381008",
"modified": "2021-05-25 12:34:05.858669",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Settings",

3
erpnext/accounts/doctype/accounts_settings/accounts_settings.py
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@ -5,6 +5,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import cint
from frappe.model.document import Document
from frappe.custom.doctype.property_setter.property_setter import make_property_setter
@ -24,7 +25,7 @@ class AccountsSettings(Document):
def validate_stale_days(self):
if not self.allow_stale and cint(self.stale_days) <= 0:
frappe.msgprint(
"Stale Days should start from 1.", title='Error', indicator='red',
_("Stale Days should start from 1."), title='Error', indicator='red',
raise_exception=1)
def enable_payment_schedule_in_print(self):

0
erpnext/accounts/doctype/advance_taxes_and_charges/__init__.py Normal file
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197
erpnext/accounts/doctype/advance_taxes_and_charges/advance_taxes_and_charges.json Normal file
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@ -0,0 +1,197 @@
{
"actions": [],
"creation": "2020-09-12 22:26:19.594367",
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"add_deduct_tax",
"charge_type",
"row_id",
"account_head",
"col_break_1",
"description",
"included_in_paid_amount",
"accounting_dimensions_section",
"cost_center",
"dimension_col_break",
"section_break_8",
"rate",
"section_break_9",
"currency",
"tax_amount",
"total",
"allocated_amount",
"column_break_13",
"base_tax_amount",
"base_total",
"base_allocated_amount"
],
"fields": [
{
"columns": 2,
"fieldname": "charge_type",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Type",
"oldfieldname": "charge_type",
"oldfieldtype": "Select",
"options": "\nActual\nOn Paid Amount\nOn Previous Row Amount\nOn Previous Row Total",
"reqd": 1
},
{
"depends_on": "eval:[\"On Previous Row Amount\", \"On Previous Row Total\"].indexOf(doc.charge_type)!==-1",
"fieldname": "row_id",
"fieldtype": "Data",
"label": "Reference Row #",
"oldfieldname": "row_id",
"oldfieldtype": "Data"
},
{
"columns": 2,
"fieldname": "account_head",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Account Head",
"oldfieldname": "account_head",
"oldfieldtype": "Link",
"options": "Account",
"reqd": 1,
"search_index": 1
},
{
"fieldname": "col_break_1",
"fieldtype": "Column Break",
"width": "50%"
},
{
"fieldname": "description",
"fieldtype": "Small Text",
"label": "Description",
"oldfieldname": "description",
"oldfieldtype": "Small Text",
"print_width": "300px",
"reqd": 1,
"width": "300px"
},
{
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"default": ":Company",
"fieldname": "cost_center",
"fieldtype": "Link",
"label": "Cost Center",
"oldfieldname": "cost_center_other_charges",
"oldfieldtype": "Link",
"options": "Cost Center"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_8",
"fieldtype": "Section Break"
},
{
"columns": 2,
"fieldname": "rate",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Rate",
"oldfieldname": "rate",
"oldfieldtype": "Currency"
},
{
"fieldname": "section_break_9",
"fieldtype": "Section Break"
},
{
"columns": 2,
"fieldname": "tax_amount",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Amount",
"options": "currency"
},
{
"columns": 2,
"fieldname": "total",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Total",
"options": "currency",
"read_only": 1
},
{
"fieldname": "column_break_13",
"fieldtype": "Column Break"
},
{
"fieldname": "base_tax_amount",
"fieldtype": "Currency",
"label": "Amount (Company Currency)",
"oldfieldname": "tax_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "base_total",
"fieldtype": "Currency",
"label": "Total (Company Currency)",
"oldfieldname": "total",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "add_deduct_tax",
"fieldtype": "Select",
"label": "Add Or Deduct",
"options": "Add\nDeduct",
"reqd": 1
},
{
"default": "0",
"fieldname": "included_in_paid_amount",
"fieldtype": "Check",
"label": "Considered In Paid Amount"
},
{
"fieldname": "allocated_amount",
"fieldtype": "Currency",
"label": "Allocated Amount",
"options": "currency"
},
{
"fieldname": "base_allocated_amount",
"fieldtype": "Currency",
"label": "Allocated Amount (Company Currency)",
"options": "Company:company:default_currency"
},
{
"fetch_from": "account_head.account_currency",
"fieldname": "currency",
"fieldtype": "Link",
"label": "Account Currency",
"options": "Currency",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2021-06-09 11:46:58.373170",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Advance Taxes and Charges",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "ASC"
}

10
erpnext/accounts/doctype/advance_taxes_and_charges/advance_taxes_and_charges.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, 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 AdvanceTaxesandCharges(Document):
pass

2
erpnext/accounts/doctype/bank/bank.js
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@ -120,4 +120,4 @@ erpnext.integrations.refreshPlaidLink = class refreshPlaidLink {
plaid_success(token, response) {
frappe.show_alert({ message: __('Plaid Link Updated'), indicator: 'green' });
}
};
};

6
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py
View File

@ -22,7 +22,7 @@ def validate_company(company):
'allow_account_creation_against_child_company'])
if parent_company and (not allow_account_creation_against_child_company):
msg = _("{} is a child company. ").format(frappe.bold(company))
msg = _("{} is a child company.").format(frappe.bold(company)) + " "
msg += _("Please import accounts against parent company or enable {} in company master.").format(
frappe.bold('Allow Account Creation Against Child Company'))
frappe.throw(msg, title=_('Wrong Company'))
@ -56,7 +56,7 @@ def get_file(file_name):
extension = extension.lstrip(".")
if extension not in ('csv', 'xlsx', 'xls'):
frappe.throw("Only CSV and Excel files can be used to for importing data. Please check the file format you are trying to upload")
frappe.throw(_("Only CSV and Excel files can be used to for importing data. Please check the file format you are trying to upload"))
return file_doc, extension
@ -293,7 +293,7 @@ def validate_accounts(file_name):
accounts_dict = {}
for account in accounts:
accounts_dict.setdefault(account["account_name"], account)
if not hasattr(account, "parent_account"):
if "parent_account" not in account:
msg = _("Please make sure the file you are using has 'Parent Account' column present in the header.")
msg += "<br><br>"
msg += _("Alternatively, you can download the template and fill your data in.")

7
erpnext/accounts/doctype/invoice_discounting/invoice_discounting.py
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@ -49,11 +49,11 @@ class InvoiceDiscounting(AccountsController):
self.make_gl_entries()
def on_cancel(self):
self.set_status()
self.set_status(cancel=1)
self.update_sales_invoice()
self.make_gl_entries()
def set_status(self, status=None):
def set_status(self, status=None, cancel=0):
if status:
self.status = status
self.db_set("status", status)
@ -66,6 +66,9 @@ class InvoiceDiscounting(AccountsController):
elif self.docstatus == 2:
self.status = "Cancelled"
if cancel:
self.db_set('status', self.status, update_modified = True)
def update_sales_invoice(self):
for d in self.invoices:
if self.docstatus == 1:

332
erpnext/accounts/doctype/payment_entry/payment_entry.js
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@ -3,6 +3,8 @@
{% include "erpnext/public/js/controllers/accounts.js" %}
frappe.provide("erpnext.accounts.dimensions");
cur_frm.cscript.tax_table = "Advance Taxes and Charges";
frappe.ui.form.on('Payment Entry', {
onload: function(frm) {
if(frm.doc.__islocal) {
@ -91,6 +93,16 @@ frappe.ui.form.on('Payment Entry', {
}
});
frm.set_query("advance_tax_account", function() {
return {
filters: {
"company": frm.doc.company,
"root_type": ["in", ["Asset", "Liability"]],
"is_group": 0
}
}
});
frm.set_query("reference_doctype", "references", function() {
if (frm.doc.party_type == "Customer") {
var doctypes = ["Sales Order", "Sales Invoice", "Journal Entry", "Dunning"];
@ -182,6 +194,8 @@ frappe.ui.form.on('Payment Entry', {
frm.doc.paid_from_account_currency != frm.doc.paid_to_account_currency));
frm.toggle_display("base_paid_amount", frm.doc.paid_from_account_currency != company_currency);
frm.toggle_display("base_total_taxes_and_charges", frm.doc.total_taxes_and_charges &&
(frm.doc.paid_from_account_currency != company_currency));
frm.toggle_display("base_received_amount", (
frm.doc.paid_to_account_currency != company_currency
@ -216,7 +230,7 @@ frappe.ui.form.on('Payment Entry', {
var company_currency = frm.doc.company? frappe.get_doc(":Company", frm.doc.company).default_currency: "";
frm.set_currency_labels(["base_paid_amount", "base_received_amount", "base_total_allocated_amount",
"difference_amount"], company_currency);
"difference_amount", "base_paid_amount_after_tax", "base_received_amount_after_tax"], company_currency);
frm.set_currency_labels(["paid_amount"], frm.doc.paid_from_account_currency);
frm.set_currency_labels(["received_amount"], frm.doc.paid_to_account_currency);
@ -224,11 +238,13 @@ frappe.ui.form.on('Payment Entry', {
var party_account_currency = frm.doc.payment_type=="Receive" ?
frm.doc.paid_from_account_currency : frm.doc.paid_to_account_currency;
frm.set_currency_labels(["total_allocated_amount", "unallocated_amount"], party_account_currency);
frm.set_currency_labels(["total_allocated_amount", "unallocated_amount",
"total_taxes_and_charges"], party_account_currency);
var currency_field = (frm.doc.payment_type=="Receive") ? "paid_from_account_currency" : "paid_to_account_currency"
frm.set_df_property("total_allocated_amount", "options", currency_field);
frm.set_df_property("unallocated_amount", "options", currency_field);
frm.set_df_property("total_taxes_and_charges", "options", currency_field);
frm.set_df_property("party_balance", "options", currency_field);
frm.set_currency_labels(["total_amount", "outstanding_amount", "allocated_amount"],
@ -364,6 +380,16 @@ frappe.ui.form.on('Payment Entry', {
}
},
apply_tax_withholding_amount: function(frm) {
if (!frm.doc.apply_tax_withholding_amount) {
frm.set_value("tax_withholding_category", '');
} else {
frappe.db.get_value('Supplier', frm.doc.party, 'tax_withholding_category', (values) => {
frm.set_value("tax_withholding_category", values.tax_withholding_category);
});
}
},
paid_from: function(frm) {
if(frm.set_party_account_based_on_party) return;
@ -843,12 +869,12 @@ frappe.ui.form.on('Payment Entry', {
if(frm.doc.payment_type == "Receive"
&& frm.doc.base_total_allocated_amount < frm.doc.base_received_amount + total_deductions
&& frm.doc.total_allocated_amount < frm.doc.paid_amount + (total_deductions / frm.doc.source_exchange_rate)) {
unallocated_amount = (frm.doc.base_received_amount + total_deductions
- frm.doc.base_total_allocated_amount) / frm.doc.source_exchange_rate;
unallocated_amount = (frm.doc.base_received_amount + total_deductions + frm.doc.base_total_taxes_and_charges
+ frm.doc.base_total_allocated_amount) / frm.doc.source_exchange_rate;
} else if (frm.doc.payment_type == "Pay"
&& frm.doc.base_total_allocated_amount < frm.doc.base_paid_amount - total_deductions
&& frm.doc.total_allocated_amount < frm.doc.received_amount + (total_deductions / frm.doc.target_exchange_rate)) {
unallocated_amount = (frm.doc.base_paid_amount - (total_deductions
unallocated_amount = (frm.doc.base_paid_amount + frm.doc.base_total_taxes_and_charges - (total_deductions
+ frm.doc.base_total_allocated_amount)) / frm.doc.target_exchange_rate;
}
}
@ -874,7 +900,8 @@ frappe.ui.form.on('Payment Entry', {
var total_deductions = frappe.utils.sum($.map(frm.doc.deductions || [],
function(d) { return flt(d.amount) }));
frm.set_value("difference_amount", difference_amount - total_deductions);
frm.set_value("difference_amount", difference_amount - total_deductions +
frm.doc.base_total_taxes_and_charges);
frm.events.hide_unhide_fields(frm);
},
@ -1002,7 +1029,266 @@ frappe.ui.form.on('Payment Entry', {
}
});
}
}
},
sales_taxes_and_charges_template: function(frm) {
frm.trigger('fetch_taxes_from_template');
},
purchase_taxes_and_charges_template: function(frm) {
frm.trigger('fetch_taxes_from_template');
},
fetch_taxes_from_template: function(frm) {
let master_doctype = '';
let taxes_and_charges = '';
if (frm.doc.party_type == 'Supplier') {
master_doctype = 'Purchase Taxes and Charges Template';
taxes_and_charges = frm.doc.purchase_taxes_and_charges_template;
} else if (frm.doc.party_type == 'Customer') {
master_doctype = 'Sales Taxes and Charges Template';
taxes_and_charges = frm.doc.sales_taxes_and_charges_template;
}
if (!taxes_and_charges) {
return;
}
frappe.call({
method: "erpnext.controllers.accounts_controller.get_taxes_and_charges",
args: {
"master_doctype": master_doctype,
"master_name": taxes_and_charges
},
callback: function(r) {
if(!r.exc && r.message) {
// set taxes table
if(r.message) {
for (let tax of r.message) {
if (tax.charge_type === 'On Net Total') {
tax.charge_type = 'On Paid Amount';
}
me.frm.add_child("taxes", tax);
}
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
}
}
}
});
},
apply_taxes: function(frm) {
frm.events.initialize_taxes(frm);
frm.events.determine_exclusive_rate(frm);
frm.events.calculate_taxes(frm);
},
initialize_taxes: function(frm) {
$.each(frm.doc["taxes"] || [], function(i, tax) {
frm.events.validate_taxes_and_charges(tax);
frm.events.validate_inclusive_tax(tax);
tax.item_wise_tax_detail = {};
let tax_fields = ["total", "tax_fraction_for_current_item",
"grand_total_fraction_for_current_item"];
if (cstr(tax.charge_type) != "Actual") {
tax_fields.push("tax_amount");
}
$.each(tax_fields, function(i, fieldname) { tax[fieldname] = 0.0; });
frm.doc.paid_amount_after_tax = frm.doc.paid_amount;
});
},
validate_taxes_and_charges: function(d) {
let msg = "";
if (d.account_head && !d.description) {
// set description from account head
d.description = d.account_head.split(' - ').slice(0, -1).join(' - ');
}
if (!d.charge_type && (d.row_id || d.rate || d.tax_amount)) {
msg = __("Please select Charge Type first");
d.row_id = "";
d.rate = d.tax_amount = 0.0;
} else if ((d.charge_type == 'Actual' || d.charge_type == 'On Net Total' || d.charge_type == 'On Paid Amount') && d.row_id) {
msg = __("Can refer row only if the charge type is 'On Previous Row Amount' or 'Previous Row Total'");
d.row_id = "";
} else if ((d.charge_type == 'On Previous Row Amount' || d.charge_type == 'On Previous Row Total') && d.row_id) {
if (d.idx == 1) {
msg = __("Cannot select charge type as 'On Previous Row Amount' or 'On Previous Row Total' for first row");
d.charge_type = '';
} else if (!d.row_id) {
msg = __("Please specify a valid Row ID for row {0} in table {1}", [d.idx, __(d.doctype)]);
d.row_id = "";
} else if (d.row_id && d.row_id >= d.idx) {
msg = __("Cannot refer row number greater than or equal to current row number for this Charge type");
d.row_id = "";
}
}
if (msg) {
frappe.validated = false;
refresh_field("taxes");
frappe.throw(msg);
}
},
validate_inclusive_tax: function(tax) {
let actual_type_error = function() {
let msg = __("Actual type tax cannot be included in Item rate in row {0}", [tax.idx])
frappe.throw(msg);
};
let on_previous_row_error = function(row_range) {
let msg = __("For row {0} in {1}. To include {2} in Item rate, rows {3} must also be included",
[tax.idx, __(tax.doctype), tax.charge_type, row_range])
frappe.throw(msg);
};
if(cint(tax.included_in_paid_amount)) {
if(tax.charge_type == "Actual") {
// inclusive tax cannot be of type Actual
actual_type_error();
} else if(tax.charge_type == "On Previous Row Amount" &&
!cint(this.frm.doc["taxes"][tax.row_id - 1].included_in_paid_amount)
) {
// referred row should also be an inclusive tax
on_previous_row_error(tax.row_id);
} else if(tax.charge_type == "On Previous Row Total") {
let taxes_not_included = $.map(this.frm.doc["taxes"].slice(0, tax.row_id),
function(t) { return cint(t.included_in_paid_amount) ? null : t; });
if(taxes_not_included.length > 0) {
// all rows above this tax should be inclusive
on_previous_row_error(tax.row_id == 1 ? "1" : "1 - " + tax.row_id);
}
}
}
},
determine_exclusive_rate: function(frm) {
let has_inclusive_tax = false;
$.each(frm.doc["taxes"] || [], function(i, row) {
if(cint(row.included_in_paid_amount)) has_inclusive_tax = true;
});
if(has_inclusive_tax==false) return;
let cumulated_tax_fraction = 0.0;
$.each(frm.doc["taxes"] || [], function(i, tax) {
tax.tax_fraction_for_current_item = frm.events.get_current_tax_fraction(frm, tax);
if(i==0) {
tax.grand_total_fraction_for_current_item = 1 + tax.tax_fraction_for_current_item;
} else {
tax.grand_total_fraction_for_current_item =
me.frm.doc["taxes"][i-1].grand_total_fraction_for_current_item +
tax.tax_fraction_for_current_item;
}
cumulated_tax_fraction += tax.tax_fraction_for_current_item;
frm.doc.paid_amount_after_tax = flt(frm.doc.paid_amount/(1+cumulated_tax_fraction))
});
},
get_current_tax_fraction: function(frm, tax) {
let current_tax_fraction = 0.0;
if(cint(tax.included_in_paid_amount)) {
let tax_rate = tax.rate;
if(tax.charge_type == "On Paid Amount") {
current_tax_fraction = (tax_rate / 100.0);
} else if(tax.charge_type == "On Previous Row Amount") {
current_tax_fraction = (tax_rate / 100.0) *
frm.doc["taxes"][cint(tax.row_id) - 1].tax_fraction_for_current_item;
} else if(tax.charge_type == "On Previous Row Total") {
current_tax_fraction = (tax_rate / 100.0) *
frm.doc["taxes"][cint(tax.row_id) - 1].grand_total_fraction_for_current_item;
}
}
if(tax.add_deduct_tax && tax.add_deduct_tax == "Deduct") {
current_tax_fraction *= -1;
}
return current_tax_fraction;
},
calculate_taxes: function(frm) {
frm.doc.total_taxes_and_charges = 0.0;
frm.doc.base_total_taxes_and_charges = 0.0;
let actual_tax_dict = {};
// maintain actual tax rate based on idx
$.each(frm.doc["taxes"] || [], function(i, tax) {
if (tax.charge_type == "Actual") {
actual_tax_dict[tax.idx] = flt(tax.tax_amount, precision("tax_amount", tax));
}
});
$.each(me.frm.doc["taxes"] || [], function(i, tax) {
let current_tax_amount = frm.events.get_current_tax_amount(frm, tax);
// Adjust divisional loss to the last item
if (tax.charge_type == "Actual") {
actual_tax_dict[tax.idx] -= current_tax_amount;
if (i == frm.doc["taxes"].length - 1) {
current_tax_amount += actual_tax_dict[tax.idx];
}
}
tax.tax_amount = current_tax_amount;
tax.base_tax_amount = tax.tax_amount * frm.doc.source_exchange_rate;
current_tax_amount *= (tax.add_deduct_tax == "Deduct") ? -1.0 : 1.0;
if(i==0) {
tax.total = flt(frm.doc.paid_amount_after_tax + current_tax_amount, precision("total", tax));
} else {
tax.total = flt(frm.doc["taxes"][i-1].total + current_tax_amount, precision("total", tax));
}
tax.base_total = tax.total * frm.doc.source_exchange_rate;
frm.doc.total_taxes_and_charges += current_tax_amount;
frm.doc.base_total_taxes_and_charges += current_tax_amount * frm.doc.source_exchange_rate;
frm.refresh_field('taxes');
frm.refresh_field('total_taxes_and_charges');
frm.refresh_field('base_total_taxes_and_charges');
});
},
get_current_tax_amount: function(frm, tax) {
let tax_rate = tax.rate;
let current_tax_amount = 0.0;
// To set row_id by default as previous row.
if(["On Previous Row Amount", "On Previous Row Total"].includes(tax.charge_type)) {
if (tax.idx === 1) {
frappe.throw(
__("Cannot select charge type as 'On Previous Row Amount' or 'On Previous Row Total' for first row"));
}
}
if(tax.charge_type == "Actual") {
current_tax_amount = flt(tax.tax_amount, precision("tax_amount", tax))
} else if(tax.charge_type == "On Paid Amount") {
current_tax_amount = flt((tax_rate / 100.0) * frm.doc.paid_amount_after_tax);
} else if(tax.charge_type == "On Previous Row Amount") {
current_tax_amount = flt((tax_rate / 100.0) *
frm.doc["taxes"][cint(tax.row_id) - 1].tax_amount);
} else if(tax.charge_type == "On Previous Row Total") {
current_tax_amount = flt((tax_rate / 100.0) *
frm.doc["taxes"][cint(tax.row_id) - 1].total);
}
return current_tax_amount;
},
});
@ -1049,6 +1335,38 @@ frappe.ui.form.on('Payment Entry Reference', {
}
})
frappe.ui.form.on('Advance Taxes and Charges', {
rate: function(frm) {
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
},
tax_amount : function(frm) {
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
},
row_id: function(frm) {
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
},
taxes_remove: function(frm) {
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
},
included_in_paid_amount: function(frm) {
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
},
charge_type: function(frm) {
frm.events.apply_taxes(frm);
frm.events.set_unallocated_amount(frm);
}
})
frappe.ui.form.on('Payment Entry Deduction', {
amount: function(frm) {
frm.events.set_unallocated_amount(frm);

122
erpnext/accounts/doctype/payment_entry/payment_entry.json
View File

@ -35,12 +35,16 @@
"paid_to_account_balance",
"payment_amounts_section",
"paid_amount",
"paid_amount_after_tax",
"source_exchange_rate",
"base_paid_amount",
"base_paid_amount_after_tax",
"column_break_21",
"received_amount",
"received_amount_after_tax",
"target_exchange_rate",
"base_received_amount",
"base_received_amount_after_tax",
"section_break_14",
"get_outstanding_invoice",
"references",
@ -52,6 +56,17 @@
"unallocated_amount",
"difference_amount",
"write_off_difference_amount",
"taxes_and_charges_section",
"purchase_taxes_and_charges_template",
"sales_taxes_and_charges_template",
"advance_tax_account",
"column_break_55",
"apply_tax_withholding_amount",
"tax_withholding_category",
"section_break_56",
"taxes",
"base_total_taxes_and_charges",
"total_taxes_and_charges",
"deductions_or_loss_section",
"deductions",
"transaction_references",
@ -320,6 +335,7 @@
"reqd": 1
},
{
"depends_on": "doc.received_amount",
"fieldname": "base_received_amount",
"fieldtype": "Currency",
"label": "Received Amount (Company Currency)",
@ -584,12 +600,114 @@
"fieldname": "custom_remarks",
"fieldtype": "Check",
"label": "Custom Remarks"
},
{
"depends_on": "eval:doc.apply_tax_withholding_amount",
"fieldname": "tax_withholding_category",
"fieldtype": "Link",
"label": "Tax Withholding Category",
"mandatory_depends_on": "eval:doc.apply_tax_withholding_amount",
"options": "Tax Withholding Category"
},
{
"default": "0",
"depends_on": "eval:doc.party_type == 'Supplier'",
"fieldname": "apply_tax_withholding_amount",
"fieldtype": "Check",
"label": "Apply Tax Withholding Amount"
},
{
"collapsible": 1,
"fieldname": "taxes_and_charges_section",
"fieldtype": "Section Break",
"label": "Taxes and Charges"
},
{
"depends_on": "eval:doc.party_type == 'Supplier'",
"fieldname": "purchase_taxes_and_charges_template",
"fieldtype": "Link",
"label": "Taxes and Charges Template",
"options": "Purchase Taxes and Charges Template"
},
{
"depends_on": "eval: doc.party_type == 'Customer'",
"fieldname": "sales_taxes_and_charges_template",
"fieldtype": "Link",
"label": "Taxes and Charges Template",
"options": "Sales Taxes and Charges Template"
},
{
"depends_on": "eval: doc.party_type == 'Supplier' || doc.party_type == 'Customer'",
"fieldname": "taxes",
"fieldtype": "Table",
"label": "Advance Taxes and Charges",
"options": "Advance Taxes and Charges"
},
{
"fieldname": "base_total_taxes_and_charges",
"fieldtype": "Currency",
"label": "Total Taxes and Charges (Company Currency)",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "total_taxes_and_charges",
"fieldtype": "Currency",
"label": "Total Taxes and Charges",
"read_only": 1
},
{
"fieldname": "paid_amount_after_tax",
"fieldtype": "Currency",
"hidden": 1,
"label": "Paid Amount After Tax",
"options": "paid_from_account_currency",
"read_only": 1
},
{
"fieldname": "base_paid_amount_after_tax",
"fieldtype": "Currency",
"label": "Paid Amount After Tax (Company Currency)",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "column_break_55",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_56",
"fieldtype": "Section Break",
"hide_border": 1
},
{
"depends_on": "eval:doc.apply_tax_withholding_amount",
"description": "Provisional tax account for advance tax. Taxes are parked in this account until payments are allocated to invoices",
"fieldname": "advance_tax_account",
"fieldtype": "Link",
"label": "Advance Tax Account",
"mandatory_depends_on": "eval:doc.apply_tax_withholding_amount",
"options": "Account"
},
{
"depends_on": "eval:doc.received_amount",
"fieldname": "received_amount_after_tax",
"fieldtype": "Currency",
"label": "Received Amount After Tax",
"options": "paid_to_account_currency"
},
{
"depends_on": "doc.received_amount",
"fieldname": "base_received_amount_after_tax",
"fieldtype": "Currency",
"label": "Received Amount After Tax (Company Currency)",
"options": "Company:company:default_currency"
}
],
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2021-03-08 13:05:16.958866",
"modified": "2021-06-09 11:55:04.215050",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Entry",
@ -633,4 +751,4 @@
"sort_order": "DESC",
"title_field": "title",
"track_changes": 1
}
}

335
erpnext/accounts/doctype/payment_entry/payment_entry.py
View File

@ -4,8 +4,8 @@
from __future__ import unicode_literals
import frappe, erpnext, json
from frappe import _, scrub, ValidationError
from frappe.utils import flt, comma_or, nowdate, getdate
from frappe import _, scrub, ValidationError, throw
from frappe.utils import flt, comma_or, nowdate, getdate, cint
from erpnext.accounts.utils import get_outstanding_invoices, get_account_currency, get_balance_on
from erpnext.accounts.party import get_party_account
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
@ -15,9 +15,11 @@ from erpnext.hr.doctype.expense_claim.expense_claim import update_reimbursed_amo
from erpnext.accounts.doctype.bank_account.bank_account import get_party_bank_account, get_bank_account_details
from erpnext.controllers.accounts_controller import AccountsController, get_supplier_block_status
from erpnext.accounts.doctype.invoice_discounting.invoice_discounting import get_party_account_based_on_invoice_discounting
from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import get_party_tax_withholding_details
from six import string_types, iteritems
from erpnext.controllers.accounts_controller import validate_taxes_and_charges
class InvalidPaymentEntry(ValidationError):
pass
@ -52,6 +54,8 @@ class PaymentEntry(AccountsController):
self.set_exchange_rate()
self.validate_mandatory()
self.validate_reference_documents()
self.set_tax_withholding()
self.apply_taxes()
self.set_amounts()
self.clear_unallocated_reference_document_rows()
self.validate_payment_against_negative_invoice()
@ -65,7 +69,6 @@ class PaymentEntry(AccountsController):
self.set_status()
def on_submit(self):
self.setup_party_account_field()
if self.difference_amount:
frappe.throw(_("Difference Amount must be zero"))
self.make_gl_entries()
@ -78,7 +81,6 @@ class PaymentEntry(AccountsController):
def on_cancel(self):
self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
self.setup_party_account_field()
self.make_gl_entries(cancel=1)
self.update_outstanding_amounts()
self.update_advance_paid()
@ -122,6 +124,11 @@ class PaymentEntry(AccountsController):
if flt(d.allocated_amount) > flt(d.outstanding_amount):
frappe.throw(_("Row #{0}: Allocated Amount cannot be greater than outstanding amount.").format(d.idx))
# Check for negative outstanding invoices as well
if flt(d.allocated_amount) < 0:
if flt(d.allocated_amount) < flt(d.outstanding_amount):
frappe.throw(_("Row #{0}: Allocated Amount cannot be greater than outstanding amount.").format(d.idx))
def delink_advance_entry_references(self):
for reference in self.references:
if reference.reference_doctype in ("Sales Invoice", "Purchase Invoice"):
@ -177,7 +184,7 @@ class PaymentEntry(AccountsController):
for field, value in iteritems(ref_details):
if field == 'exchange_rate' or not d.get(field) or force:
d.set(field, value)
d.db_set(field, value)
def validate_payment_type(self):
if self.payment_type not in ("Receive", "Pay", "Internal Transfer"):
@ -307,7 +314,6 @@ class PaymentEntry(AccountsController):
+ "<br><br>" + _("If this is undesirable please cancel the corresponding Payment Entry."),
title=_("Warning"), indicator="orange")
def validate_journal_entry(self):
for d in self.get("references"):
if d.allocated_amount and d.reference_doctype == "Journal Entry":
@ -386,12 +392,98 @@ class PaymentEntry(AccountsController):
else:
self.status = 'Draft'
self.db_set('status', self.status, update_modified = True)
def set_tax_withholding(self):
if not self.party_type == 'Supplier':
return
if not self.apply_tax_withholding_amount:
return
if not self.advance_tax_account:
frappe.throw(_("Advance TDS account is mandatory for advance TDS deduction"))
reference_doclist = []
net_total = self.paid_amount
included_in_paid_amount = 0
# Adding args as purchase invoice to get TDS amount
args = frappe._dict({
'company': self.company,
'doctype': 'Purchase Invoice',
'supplier': self.party,
'posting_date': self.posting_date,
'net_total': net_total
})
tax_withholding_details = get_party_tax_withholding_details(args, self.tax_withholding_category)
if not tax_withholding_details:
return
tax_withholding_details.update({
'included_in_paid_amount': included_in_paid_amount,
'cost_center': self.cost_center or erpnext.get_default_cost_center(self.company)
})
accounts = []
for d in self.taxes:
if d.account_head == tax_withholding_details.get("account_head"):
# Preserve user updated included in paid amount
if d.included_in_paid_amount:
tax_withholding_details.update({'included_in_paid_amount': d.included_in_paid_amount})
d.update(tax_withholding_details)
accounts.append(d.account_head)
if not accounts or tax_withholding_details.get("account_head") not in accounts:
self.append("taxes", tax_withholding_details)
to_remove = [d for d in self.taxes
if not d.tax_amount and d.account_head == tax_withholding_details.get("account_head")]
for d in to_remove:
self.remove(d)
def apply_taxes(self):
self.initialize_taxes()
self.determine_exclusive_rate()
self.calculate_taxes()
def set_amounts(self):
self.set_received_amount()
self.set_amounts_in_company_currency()
self.set_amounts_after_tax()
self.set_total_allocated_amount()
self.set_unallocated_amount()
self.set_difference_amount()
def set_received_amount(self):
self.base_received_amount = self.base_paid_amount
def set_amounts_after_tax(self):
applicable_tax = 0
base_applicable_tax = 0
for tax in self.get('taxes'):
if not tax.included_in_paid_amount:
amount = -1 * tax.tax_amount if tax.add_deduct_tax == 'Deduct' else tax.tax_amount
base_amount = -1 * tax.base_tax_amount if tax.add_deduct_tax == 'Deduct' else tax.base_tax_amount
applicable_tax += amount
base_applicable_tax += base_amount
self.paid_amount_after_tax = flt(flt(self.paid_amount) + flt(applicable_tax),
self.precision("paid_amount_after_tax"))
self.base_paid_amount_after_tax = flt(flt(self.paid_amount_after_tax) * flt(self.source_exchange_rate),
self.precision("base_paid_amount_after_tax"))
self.received_amount_after_tax = flt(flt(self.received_amount) + flt(applicable_tax),
self.precision("paid_amount_after_tax"))
self.base_received_amount_after_tax = flt(flt(self.received_amount_after_tax) * flt(self.target_exchange_rate),
self.precision("base_paid_amount_after_tax"))
def set_amounts_in_company_currency(self):
self.base_paid_amount, self.base_received_amount, self.difference_amount = 0, 0, 0
if self.paid_amount:
@ -421,15 +513,15 @@ class PaymentEntry(AccountsController):
if self.party:
total_deductions = sum(flt(d.amount) for d in self.get("deductions"))
if self.payment_type == "Receive" \
and self.base_total_allocated_amount < self.base_received_amount + total_deductions \
and self.total_allocated_amount < self.paid_amount + (total_deductions / self.source_exchange_rate):
self.unallocated_amount = (self.base_received_amount + total_deductions -
self.base_total_allocated_amount) / self.source_exchange_rate
and self.base_total_allocated_amount < self.base_received_amount_after_tax + total_deductions \
and self.total_allocated_amount < self.paid_amount_after_tax + (total_deductions / self.source_exchange_rate):
self.unallocated_amount = (self.received_amount_after_tax + total_deductions -
self.base_total_allocated_amount) / self.source_exchange_rate
elif self.payment_type == "Pay" \
and self.base_total_allocated_amount < (self.base_paid_amount - total_deductions) \
and self.total_allocated_amount < self.received_amount + (total_deductions / self.target_exchange_rate):
self.unallocated_amount = (self.base_paid_amount - (total_deductions +
self.base_total_allocated_amount)) / self.target_exchange_rate
and self.base_total_allocated_amount < (self.base_paid_amount_after_tax - total_deductions) \
and self.total_allocated_amount < self.received_amount_after_tax + (total_deductions / self.target_exchange_rate):
self.unallocated_amount = (self.base_paid_amount_after_tax - (total_deductions +
self.base_total_allocated_amount)) / self.target_exchange_rate
def set_difference_amount(self):
base_unallocated_amount = flt(self.unallocated_amount) * (flt(self.source_exchange_rate)
@ -438,11 +530,11 @@ class PaymentEntry(AccountsController):
base_party_amount = flt(self.base_total_allocated_amount) + flt(base_unallocated_amount)
if self.payment_type == "Receive":
self.difference_amount = base_party_amount - self.base_received_amount
self.difference_amount = base_party_amount - self.base_received_amount_after_tax
elif self.payment_type == "Pay":
self.difference_amount = self.base_paid_amount - base_party_amount
self.difference_amount = self.base_paid_amount_after_tax - base_party_amount
else:
self.difference_amount = self.base_paid_amount - flt(self.base_received_amount)
self.difference_amount = self.base_paid_amount_after_tax - flt(self.base_received_amount_after_tax)
total_deductions = sum(flt(d.amount) for d in self.get("deductions"))
@ -532,6 +624,7 @@ class PaymentEntry(AccountsController):
self.add_party_gl_entries(gl_entries)
self.add_bank_gl_entries(gl_entries)
self.add_deductions_gl_entries(gl_entries)
self.add_tax_gl_entries(gl_entries)
make_gl_entries(gl_entries, cancel=cancel, adv_adj=adv_adj)
@ -571,7 +664,7 @@ class PaymentEntry(AccountsController):
gl_entries.append(gle)
if self.unallocated_amount:
base_unallocated_amount = base_unallocated_amount = self.unallocated_amount * \
base_unallocated_amount = self.unallocated_amount * \
(self.source_exchange_rate if self.payment_type=="Receive" else self.target_exchange_rate)
gle = party_gl_dict.copy()
@ -590,8 +683,8 @@ class PaymentEntry(AccountsController):
"account": self.paid_from,
"account_currency": self.paid_from_account_currency,
"against": self.party if self.payment_type=="Pay" else self.paid_to,
"credit_in_account_currency": self.paid_amount,
"credit": self.base_paid_amount,
"credit_in_account_currency": self.paid_amount_after_tax,
"credit": self.base_paid_amount_after_tax,
"cost_center": self.cost_center
}, item=self)
)
@ -601,12 +694,50 @@ class PaymentEntry(AccountsController):
"account": self.paid_to,
"account_currency": self.paid_to_account_currency,
"against": self.party if self.payment_type=="Receive" else self.paid_from,
"debit_in_account_currency": self.received_amount,
"debit": self.base_received_amount,
"debit_in_account_currency": self.received_amount_after_tax,
"debit": self.base_received_amount_after_tax,
"cost_center": self.cost_center
}, item=self)
)
def add_tax_gl_entries(self, gl_entries):
for d in self.get('taxes'):
account_currency = get_account_currency(d.account_head)
if account_currency != self.company_currency:
frappe.throw(_("Currency for {0} must be {1}").format(d.account_head, self.company_currency))
if self.payment_type == 'Pay':
dr_or_cr = "debit" if d.add_deduct_tax == "Add" else "credit"
elif self.payment_type == 'Receive':
dr_or_cr = "credit" if d.add_deduct_tax == "Add" else "debit"
payment_or_advance_account = self.get_party_account_for_taxes()
gl_entries.append(
self.get_gl_dict({
"account": d.account_head,
"against": self.party if self.payment_type=="Receive" else self.paid_from,
dr_or_cr: d.base_tax_amount,
dr_or_cr + "_in_account_currency": d.base_tax_amount
if account_currency==self.company_currency
else d.tax_amount,
"cost_center": d.cost_center
}, account_currency, item=d))
#Intentionally use -1 to get net values in party account
gl_entries.append(
self.get_gl_dict({
"account": payment_or_advance_account,
"against": self.party if self.payment_type=="Receive" else self.paid_from,
dr_or_cr: -1 * d.base_tax_amount,
dr_or_cr + "_in_account_currency": -1*d.base_tax_amount
if account_currency==self.company_currency
else d.tax_amount,
"cost_center": self.cost_center,
"party_type": self.party_type,
"party": self.party
}, account_currency, item=d))
def add_deductions_gl_entries(self, gl_entries):
for d in self.get("deductions"):
if d.amount:
@ -625,6 +756,14 @@ class PaymentEntry(AccountsController):
}, item=d)
)
def get_party_account_for_taxes(self):
if self.advance_tax_account:
return self.advance_tax_account
elif self.payment_type == 'Receive':
return self.paid_from
elif self.payment_type == 'Pay':
return self.paid_to
def update_advance_paid(self):
if self.payment_type in ("Receive", "Pay") and self.party:
for d in self.get("references"):
@ -671,6 +810,139 @@ class PaymentEntry(AccountsController):
self.append('deductions', row)
self.set_unallocated_amount()
def initialize_taxes(self):
for tax in self.get("taxes"):
validate_taxes_and_charges(tax)
validate_inclusive_tax(tax, self)
tax_fields = ["total", "tax_fraction_for_current_item", "grand_total_fraction_for_current_item"]
if tax.charge_type != "Actual":
tax_fields.append("tax_amount")
for fieldname in tax_fields:
tax.set(fieldname, 0.0)
self.paid_amount_after_tax = self.paid_amount
def determine_exclusive_rate(self):
if not any((cint(tax.included_in_paid_amount) for tax in self.get("taxes"))):
return
cumulated_tax_fraction = 0
for i, tax in enumerate(self.get("taxes")):
tax.tax_fraction_for_current_item = self.get_current_tax_fraction(tax)
if i==0:
tax.grand_total_fraction_for_current_item = 1 + tax.tax_fraction_for_current_item
else:
tax.grand_total_fraction_for_current_item = \
self.get("taxes")[i-1].grand_total_fraction_for_current_item \
+ tax.tax_fraction_for_current_item
cumulated_tax_fraction += tax.tax_fraction_for_current_item
self.paid_amount_after_tax = flt(self.paid_amount/(1+cumulated_tax_fraction))
def calculate_taxes(self):
self.total_taxes_and_charges = 0.0
self.base_total_taxes_and_charges = 0.0
actual_tax_dict = dict([[tax.idx, flt(tax.tax_amount, tax.precision("tax_amount"))]
for tax in self.get("taxes") if tax.charge_type == "Actual"])
for i, tax in enumerate(self.get('taxes')):
current_tax_amount = self.get_current_tax_amount(tax)
if tax.charge_type == "Actual":
actual_tax_dict[tax.idx] -= current_tax_amount
if i == len(self.get("taxes")) - 1:
current_tax_amount += actual_tax_dict[tax.idx]
tax.tax_amount = current_tax_amount
tax.base_tax_amount = tax.tax_amount * self.source_exchange_rate
if tax.add_deduct_tax == "Deduct":
current_tax_amount *= -1.0
else:
current_tax_amount *= 1.0
if i == 0:
tax.total = flt(self.paid_amount_after_tax + current_tax_amount, self.precision("total", tax))
else:
tax.total = flt(self.get('taxes')[i-1].total + current_tax_amount, self.precision("total", tax))
tax.base_total = tax.total * self.source_exchange_rate
self.total_taxes_and_charges += current_tax_amount
self.base_total_taxes_and_charges += current_tax_amount * self.source_exchange_rate
if self.get('taxes'):
self.paid_amount_after_tax = self.get('taxes')[-1].base_total
def get_current_tax_amount(self, tax):
tax_rate = tax.rate
# To set row_id by default as previous row.
if tax.charge_type in ["On Previous Row Amount", "On Previous Row Total"]:
if tax.idx == 1:
frappe.throw(_("Cannot select charge type as 'On Previous Row Amount' or 'On Previous Row Total' for first row"))
if not tax.row_id:
tax.row_id = tax.idx - 1
if tax.charge_type == "Actual":
current_tax_amount = flt(tax.tax_amount, self.precision("tax_amount", tax))
elif tax.charge_type == "On Paid Amount":
current_tax_amount = (tax_rate / 100.0) * self.paid_amount_after_tax
elif tax.charge_type == "On Previous Row Amount":
current_tax_amount = (tax_rate / 100.0) * \
self.get('taxes')[cint(tax.row_id) - 1].tax_amount
elif tax.charge_type == "On Previous Row Total":
current_tax_amount = (tax_rate / 100.0) * \
self.get('taxes')[cint(tax.row_id) - 1].total
return current_tax_amount
def get_current_tax_fraction(self, tax):
current_tax_fraction = 0
if cint(tax.included_in_paid_amount):
tax_rate = tax.rate
if tax.charge_type == "On Paid Amount":
current_tax_fraction = tax_rate / 100.0
elif tax.charge_type == "On Previous Row Amount":
current_tax_fraction = (tax_rate / 100.0) * \
self.get("taxes")[cint(tax.row_id) - 1].tax_fraction_for_current_item
elif tax.charge_type == "On Previous Row Total":
current_tax_fraction = (tax_rate / 100.0) * \
self.get("taxes")[cint(tax.row_id) - 1].grand_total_fraction_for_current_item
if getattr(tax, "add_deduct_tax", None) and tax.add_deduct_tax == "Deduct":
current_tax_fraction *= -1.0
return current_tax_fraction
def validate_inclusive_tax(tax, doc):
def _on_previous_row_error(row_range):
throw(_("To include tax in row {0} in Item rate, taxes in rows {1} must also be included").format(tax.idx, row_range))
if cint(getattr(tax, "included_in_paid_amount", None)):
if tax.charge_type == "Actual":
# inclusive tax cannot be of type Actual
throw(_("Charge of type 'Actual' in row {0} cannot be included in Item Rate or Paid Amount").format(tax.idx))
elif tax.charge_type == "On Previous Row Amount" and \
not cint(doc.get("taxes")[cint(tax.row_id) - 1].included_in_paid_amount):
# referred row should also be inclusive
_on_previous_row_error(tax.row_id)
elif tax.charge_type == "On Previous Row Total" and \
not all([cint(t.included_in_paid_amount for t in doc.get("taxes")[:cint(tax.row_id) - 1])]):
# all rows about the referred tax should be inclusive
_on_previous_row_error("1 - %d" % (cint(tax.row_id),))
elif tax.get("category") == "Valuation":
frappe.throw(_("Valuation type charges can not be marked as Inclusive"))
@frappe.whitelist()
def get_outstanding_reference_documents(args):
@ -791,7 +1063,7 @@ def split_invoices_based_on_payment_terms(outstanding_invoices):
outstanding_invoices.pop(idx - 1)
outstanding_invoices += invoice_ref_based_on_payment_terms[idx]
return outstanding_invoices
def get_orders_to_be_billed(posting_date, party_type, party,
@ -989,6 +1261,7 @@ def get_reference_details(reference_doctype, reference_name, party_account_curre
outstanding_amount = ref_doc.get("outstanding_amount")
elif reference_doctype == "Donation":
total_amount = ref_doc.get("amount")
outstanding_amount = total_amount
exchange_rate = 1
elif reference_doctype == "Dunning":
total_amount = ref_doc.get("dunning_amount")
@ -1235,6 +1508,13 @@ def get_payment_entry(dt, dn, party_amount=None, bank_account=None, bank_amount=
})
pe.set_difference_amount()
if doc.doctype == 'Purchase Order' and doc.apply_tds:
pe.apply_tax_withholding_amount = 1
pe.tax_withholding_category = doc.tax_withholding_category
if not pe.advance_tax_account:
pe.advance_tax_account = frappe.db.get_value('Company', pe.company, 'unrealized_profit_loss_account')
return pe
def get_bank_cash_account(doc, bank_account):
@ -1353,6 +1633,13 @@ def set_paid_amount_and_received_amount(dt, party_account_currency, bank, outsta
paid_amount = received_amount * doc.get('conversion_rate', 1)
if dt == "Employee Advance":
paid_amount = received_amount * doc.get('exchange_rate', 1)
if dt == "Purchase Order" and doc.apply_tds:
if party_account_currency == bank.account_currency:
paid_amount = received_amount = doc.base_net_total
else:
paid_amount = received_amount = doc.base_net_total * doc.get('exchange_rate', 1)
return paid_amount, received_amount
def apply_early_payment_discount(paid_amount, received_amount, doc):

196
erpnext/accounts/doctype/payment_entry_deduction/payment_entry_deduction.json
View File

@ -1,140 +1,70 @@
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"creation": "2016-06-15 15:56:30.815503",
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3
erpnext/accounts/doctype/payment_request/payment_request.py
View File

@ -101,7 +101,7 @@ class PaymentRequest(Document):
controller.validate_transaction_currency(self.currency)
controller.request_for_payment(**payment_record)
def get_request_amount(self):
data_of_completed_requests = frappe.get_all("Integration Request", filters={
'reference_doctype': self.doctype,
@ -492,7 +492,6 @@ def update_payment_req_status(doc, method):
status = 'Requested'
pay_req_doc.db_set('status', status)
frappe.db.commit()
def get_dummy_message(doc):
return frappe.render_template("""{% if doc.contact_person -%}

452
erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.json
View File

@ -1,350 +1,138 @@
{
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"autoname": "ACC-PCV-.YYYY.-.#####",
"creation": "2013-01-10 16:34:07",
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"engine": "InnoDB",
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"remarks"
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"track_views": 0
],
"search_fields": "posting_date, fiscal_year",
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "closing_account_head"
}

111
erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py
View File

@ -51,63 +51,96 @@ class PeriodClosingVoucher(AccountsController):
def make_gl_entries(self):
gl_entries = []
net_pl_balance = 0
dimension_fields = ['t1.cost_center']
net_pl_balance = 0
accounting_dimensions = get_accounting_dimensions()
for dimension in accounting_dimensions:
dimension_fields.append('t1.{0}'.format(dimension))
dimension_filters, default_dimensions = get_dimensions()
pl_accounts = self.get_pl_balances(dimension_fields)
pl_accounts = self.get_pl_balances()
for acc in pl_accounts:
if flt(acc.balance_in_company_currency):
if flt(acc.bal_in_company_currency):
gl_entries.append(self.get_gl_dict({
"account": acc.account,
"cost_center": acc.cost_center,
"account_currency": acc.account_currency,
"debit_in_account_currency": abs(flt(acc.balance_in_account_currency)) \
if flt(acc.balance_in_account_currency) < 0 else 0,
"debit": abs(flt(acc.balance_in_company_currency)) \
if flt(acc.balance_in_company_currency) < 0 else 0,
"credit_in_account_currency": abs(flt(acc.balance_in_account_currency)) \
if flt(acc.balance_in_account_currency) > 0 else 0,
"credit": abs(flt(acc.balance_in_company_currency)) \
if flt(acc.balance_in_company_currency) > 0 else 0
"debit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) < 0 else 0,
"debit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) < 0 else 0,
"credit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) > 0 else 0,
"credit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) > 0 else 0
}, item=acc))
net_pl_balance += flt(acc.balance_in_company_currency)
net_pl_balance += flt(acc.bal_in_company_currency)
if net_pl_balance:
cost_center = frappe.db.get_value("Company", self.company, "cost_center")
gl_entry = self.get_gl_dict({
"account": self.closing_account_head,
"debit_in_account_currency": abs(net_pl_balance) if net_pl_balance > 0 else 0,
"debit": abs(net_pl_balance) if net_pl_balance > 0 else 0,
"credit_in_account_currency": abs(net_pl_balance) if net_pl_balance < 0 else 0,
"credit": abs(net_pl_balance) if net_pl_balance < 0 else 0,
"cost_center": cost_center
})
for dimension in accounting_dimensions:
gl_entry.update({
dimension: default_dimensions.get(self.company, {}).get(dimension)
})
gl_entries.append(gl_entry)
if self.cost_center_wise_pnl:
costcenter_wise_gl_entries = self.get_costcenter_wise_pnl_gl_entries(pl_accounts)
gl_entries += costcenter_wise_gl_entries
else:
gl_entry = self.get_pnl_gl_entry(net_pl_balance)
gl_entries.append(gl_entry)
from erpnext.accounts.general_ledger import make_gl_entries
make_gl_entries(gl_entries)
def get_pnl_gl_entry(self, net_pl_balance):
cost_center = frappe.db.get_value("Company", self.company, "cost_center")
gl_entry = self.get_gl_dict({
"account": self.closing_account_head,
"debit_in_account_currency": abs(net_pl_balance) if net_pl_balance > 0 else 0,
"debit": abs(net_pl_balance) if net_pl_balance > 0 else 0,
"credit_in_account_currency": abs(net_pl_balance) if net_pl_balance < 0 else 0,
"credit": abs(net_pl_balance) if net_pl_balance < 0 else 0,
"cost_center": cost_center
})
self.update_default_dimensions(gl_entry)
return gl_entry
def get_costcenter_wise_pnl_gl_entries(self, pl_accounts):
company_cost_center = frappe.db.get_value("Company", self.company, "cost_center")
gl_entries = []
for acc in pl_accounts:
if flt(acc.bal_in_company_currency):
gl_entry = self.get_gl_dict({
"account": self.closing_account_head,
"cost_center": acc.cost_center or company_cost_center,
"account_currency": acc.account_currency,
"debit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) > 0 else 0,
"debit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) > 0 else 0,
"credit_in_account_currency": abs(flt(acc.bal_in_account_currency)) if flt(acc.bal_in_account_currency) < 0 else 0,
"credit": abs(flt(acc.bal_in_company_currency)) if flt(acc.bal_in_company_currency) < 0 else 0
}, item=acc)
self.update_default_dimensions(gl_entry)
gl_entries.append(gl_entry)
return gl_entries
def update_default_dimensions(self, gl_entry):
if not self.accounting_dimensions:
self.accounting_dimensions = get_accounting_dimensions()
_, default_dimensions = get_dimensions()
for dimension in self.accounting_dimensions:
gl_entry.update({
dimension: default_dimensions.get(self.company, {}).get(dimension)
})
def get_pl_balances(self):
"""Get balance for dimension-wise pl accounts"""
dimension_fields = ['t1.cost_center']
self.accounting_dimensions = get_accounting_dimensions()
for dimension in self.accounting_dimensions:
dimension_fields.append('t1.{0}'.format(dimension))
def get_pl_balances(self, dimension_fields):
"""Get balance for Profit and Loss accounts, only including valid transactions (not cancelled)"""
return frappe.db.sql("""
select
t1.account, t2.account_currency, {dimension_fields},
sum(t1.debit_in_account_currency) - sum(t1.credit_in_account_currency) as balance_in_account_currency,
sum(t1.debit) - sum(t1.credit) as balance_in_company_currency
sum(t1.debit_in_account_currency) - sum(t1.credit_in_account_currency) as bal_in_account_currency,
sum(t1.debit) - sum(t1.credit) as bal_in_company_currency
from `tabGL Entry` t1, `tabAccount` t2
where t1.is_cancelled = 0 and t1.account = t2.name and t2.report_type = 'Profit and Loss'
and t2.docstatus < 2 and t2.company = %s

85
erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py
View File

@ -8,6 +8,7 @@ import frappe
from frappe.utils import flt, today
from erpnext.accounts.utils import get_fiscal_year, now
from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
class TestPeriodClosingVoucher(unittest.TestCase):
def test_closing_entry(self):
@ -65,6 +66,58 @@ class TestPeriodClosingVoucher(unittest.TestCase):
self.assertEqual(gle_for_random_expense_account[0].amount_in_account_currency,
-1*random_expense_account[0].balance_in_account_currency)
def test_cost_center_wise_posting(self):
frappe.db.sql("delete from `tabGL Entry` where company='Test PCV Company'")
company = create_company()
surplus_account = create_account()
cost_center1 = create_cost_center("Test Cost Center 1")
cost_center2 = create_cost_center("Test Cost Center 2")
create_sales_invoice(
company=company,
cost_center=cost_center1,
income_account="Sales - TPC",
expense_account="Cost of Goods Sold - TPC",
rate=400,
debit_to="Debtors - TPC"
)
create_sales_invoice(
company=company,
cost_center=cost_center2,
income_account="Sales - TPC",
expense_account="Cost of Goods Sold - TPC",
rate=200,
debit_to="Debtors - TPC"
)
pcv = frappe.get_doc({
"transaction_date": today(),
"posting_date": today(),
"fiscal_year": get_fiscal_year(today())[0],
"company": "Test PCV Company",
"cost_center_wise_pnl": 1,
"closing_account_head": surplus_account,
"remarks": "Test",
"doctype": "Period Closing Voucher"
})
pcv.insert()
pcv.submit()
expected_gle = (
('Sales - TPC', 200.0, 0.0, cost_center2),
(surplus_account, 0.0, 200.0, cost_center2),
('Sales - TPC', 400.0, 0.0, cost_center1),
(surplus_account, 0.0, 400.0, cost_center1)
)
pcv_gle = frappe.db.sql("""
select account, debit, credit, cost_center from `tabGL Entry` where voucher_no=%s
""", (pcv.name))
self.assertTrue(pcv_gle, expected_gle)
def make_period_closing_voucher(self):
pcv = frappe.get_doc({
"doctype": "Period Closing Voucher",
@ -80,6 +133,38 @@ class TestPeriodClosingVoucher(unittest.TestCase):
return pcv
def create_company():
company = frappe.get_doc({
'doctype': 'Company',
'company_name': "Test PCV Company",
'country': 'United States',
'default_currency': 'USD'
})
company.insert(ignore_if_duplicate = True)
return company.name
def create_account():
account = frappe.get_doc({
"account_name": "Reserve and Surplus",
"is_group": 0,
"company": "Test PCV Company",
"root_type": "Liability",
"report_type": "Balance Sheet",
"account_currency": "USD",
"parent_account": "Current Liabilities - TPC",
"doctype": "Account"
}).insert(ignore_if_duplicate = True)
return account.name
def create_cost_center(cc_name):
costcenter = frappe.get_doc({
"company": "Test PCV Company",
"cost_center_name": cc_name,
"doctype": "Cost Center",
"parent_cost_center": "Test PCV Company - TPC"
})
costcenter.insert(ignore_if_duplicate = True)
return costcenter.name
test_dependencies = ["Customer", "Cost Center"]
test_records = frappe.get_test_records("Period Closing Voucher")

5
erpnext/accounts/doctype/pos_closing_entry/pos_closing_entry.js
View File

@ -107,7 +107,7 @@ frappe.ui.form.on('POS Closing Entry', {
frm.set_value("taxes", []);
for (let row of frm.doc.payment_reconciliation) {
row.expected_amount = 0;
row.expected_amount = row.opening_amount;
}
for (let row of frm.doc.pos_transactions) {
@ -154,6 +154,9 @@ function add_to_pos_transaction(d, frm) {
function refresh_payments(d, frm) {
d.payments.forEach(p => {
const payment = frm.doc.payment_reconciliation.find(pay => pay.mode_of_payment === p.mode_of_payment);
if (p.account == d.account_for_change_amount) {
p.amount -= flt(d.change_amount);
}
if (payment) {
payment.expected_amount += flt(p.amount);
payment.difference = payment.closing_amount - payment.expected_amount;

39
erpnext/accounts/doctype/pos_invoice/pos_invoice.py
View File

@ -140,6 +140,7 @@ class POSInvoice(SalesInvoice):
return
available_stock = get_stock_availability(d.item_code, d.warehouse)
item_code, warehouse, qty = frappe.bold(d.item_code), frappe.bold(d.warehouse), frappe.bold(d.qty)
if flt(available_stock) <= 0:
frappe.throw(_('Row #{}: Item Code: {} is not available under warehouse {}.')
@ -213,8 +214,9 @@ class POSInvoice(SalesInvoice):
for d in self.get("items"):
is_stock_item = frappe.get_cached_value("Item", d.get("item_code"), "is_stock_item")
if not is_stock_item:
frappe.throw(_("Row #{}: Item {} is a non stock item. You can only include stock items in a POS Invoice. ")
.format(d.idx, frappe.bold(d.item_code)), title=_("Invalid Item"))
if not frappe.db.exists('Product Bundle', d.item_code):
frappe.throw(_("Row #{}: Item {} is a non stock item. You can only include stock items in a POS Invoice.")
.format(d.idx, frappe.bold(d.item_code)), title=_("Invalid Item"))
def validate_mode_of_payment(self):
if len(self.payments) == 0:
@ -455,15 +457,36 @@ class POSInvoice(SalesInvoice):
@frappe.whitelist()
def get_stock_availability(item_code, warehouse):
if frappe.db.get_value('Item', item_code, 'is_stock_item'):
bin_qty = get_bin_qty(item_code, warehouse)
pos_sales_qty = get_pos_reserved_qty(item_code, warehouse)
return bin_qty - pos_sales_qty
else:
if frappe.db.exists('Product Bundle', item_code):
return get_bundle_availability(item_code, warehouse)
def get_bundle_availability(bundle_item_code, warehouse):
product_bundle = frappe.get_doc('Product Bundle', bundle_item_code)
bundle_bin_qty = 1000000
for item in product_bundle.items:
item_bin_qty = get_bin_qty(item.item_code, warehouse)
item_pos_reserved_qty = get_pos_reserved_qty(item.item_code, warehouse)
available_qty = item_bin_qty - item_pos_reserved_qty
max_available_bundles = available_qty / item.qty
if bundle_bin_qty > max_available_bundles:
bundle_bin_qty = max_available_bundles
pos_sales_qty = get_pos_reserved_qty(bundle_item_code, warehouse)
return bundle_bin_qty - pos_sales_qty
def get_bin_qty(item_code, warehouse):
bin_qty = frappe.db.sql("""select actual_qty from `tabBin`
where item_code = %s and warehouse = %s
limit 1""", (item_code, warehouse), as_dict=1)
pos_sales_qty = get_pos_reserved_qty(item_code, warehouse)
bin_qty = bin_qty[0].actual_qty or 0 if bin_qty else 0
return bin_qty - pos_sales_qty
return bin_qty[0].actual_qty or 0 if bin_qty else 0
def get_pos_reserved_qty(item_code, warehouse):
reserved_qty = frappe.db.sql("""select sum(p_item.qty) as qty
@ -522,4 +545,4 @@ def add_return_modes(doc, pos_profile):
mode_of_payment = pos_payment_method.mode_of_payment
if pos_payment_method.allow_in_returns and not [d for d in doc.get('payments') if d.mode_of_payment == mode_of_payment]:
payment_mode = get_mode_of_payment_info(mode_of_payment, doc.company)
append_payment(payment_mode[0])
append_payment(payment_mode[0])

8
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js
View File

@ -19,7 +19,7 @@ frappe.ui.form.on('Process Statement Of Accounts', {
frappe.show_alert({message: __('Emails Queued'), indicator: 'blue'});
}
else{
frappe.msgprint('No Records for these settings.')
frappe.msgprint(__('No Records for these settings.'))
}
}
});
@ -33,7 +33,7 @@ frappe.ui.form.on('Process Statement Of Accounts', {
type: 'GET',
success: function(result) {
if(jQuery.isEmptyObject(result)){
frappe.msgprint('No Records for these settings.');
frappe.msgprint(__('No Records for these settings.'));
}
else{
window.location = url;
@ -92,7 +92,7 @@ frappe.ui.form.on('Process Statement Of Accounts', {
frm.refresh_field('customers');
}
else{
frappe.throw('No Customers found with selected options.');
frappe.throw(__('No Customers found with selected options.'));
}
}
}
@ -129,4 +129,4 @@ frappe.ui.form.on('Process Statement Of Accounts Customer', {
}
})
}
});
});

616
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
View File

File diff suppressed because it is too large Load Diff

29
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -68,9 +68,6 @@ class PurchaseInvoice(BuyingController):
super(PurchaseInvoice, self).validate()
# apply tax withholding only if checked and applicable
self.set_tax_withholding()
if not self.is_return:
self.po_required()
self.pr_required()
@ -251,11 +248,9 @@ class PurchaseInvoice(BuyingController):
if self.update_stock and (not item.from_warehouse):
if for_validate and item.expense_account and item.expense_account != warehouse_account[item.warehouse]["account"]:
msg = _("Row {}: Expense Head changed to {} ").format(item.idx, frappe.bold(warehouse_account[item.warehouse]["account"]))
msg += _("because account {} is not linked to warehouse {} ").format(frappe.bold(item.expense_account), frappe.bold(item.warehouse))
msg += _("or it is not the default inventory account")
msg = _("Row {0}: Expense Head changed to {1} because account {2} is not linked to warehouse {3} or it is not the default inventory account").format(
item.idx, frappe.bold(warehouse_account[item.warehouse]["account"]), frappe.bold(item.expense_account), frappe.bold(item.warehouse))
frappe.msgprint(msg, title=_("Expense Head Changed"))
item.expense_account = warehouse_account[item.warehouse]["account"]
else:
# check if 'Stock Received But Not Billed' account is credited in Purchase receipt or not
@ -266,8 +261,8 @@ class PurchaseInvoice(BuyingController):
if negative_expense_booked_in_pr:
if for_validate and item.expense_account and item.expense_account != stock_not_billed_account:
msg = _("Row {}: Expense Head changed to {} ").format(item.idx, frappe.bold(stock_not_billed_account))
msg += _("because expense is booked against this account in Purchase Receipt {}").format(frappe.bold(item.purchase_receipt))
msg = _("Row {0}: Expense Head changed to {1} because expense is booked against this account in Purchase Receipt {2}").format(
item.idx, frappe.bold(stock_not_billed_account), frappe.bold(item.purchase_receipt))
frappe.msgprint(msg, title=_("Expense Head Changed"))
item.expense_account = stock_not_billed_account
@ -275,8 +270,9 @@ class PurchaseInvoice(BuyingController):
# If no purchase receipt present then book expense in 'Stock Received But Not Billed'
# This is done in cases when Purchase Invoice is created before Purchase Receipt
if for_validate and item.expense_account and item.expense_account != stock_not_billed_account:
msg = _("Row {}: Expense Head changed to {} ").format(item.idx, frappe.bold(stock_not_billed_account))
msg += _("as no Purchase Receipt is created against Item {}. ").format(frappe.bold(item.item_code))
msg = _("Row {0}: Expense Head changed to {1} as no Purchase Receipt is created against Item {2}.").format(
item.idx, frappe.bold(stock_not_billed_account), frappe.bold(item.item_code))
msg += "<br>"
msg += _("This is done to handle accounting for cases when Purchase Receipt is created after Purchase Invoice")
frappe.msgprint(msg, title=_("Expense Head Changed"))
@ -308,8 +304,8 @@ class PurchaseInvoice(BuyingController):
if not d.purchase_order:
msg = _("Purchase Order Required for item {}").format(frappe.bold(d.item_code))
msg += "<br><br>"
msg += _("To submit the invoice without purchase order please set {} ").format(frappe.bold(_('Purchase Order Required')))
msg += _("as {} in {}").format(frappe.bold('No'), get_link_to_form('Buying Settings', 'Buying Settings', 'Buying Settings'))
msg += _("To submit the invoice without purchase order please set {0} as {1} in {2}").format(
frappe.bold(_('Purchase Order Required')), frappe.bold('No'), get_link_to_form('Buying Settings', 'Buying Settings', 'Buying Settings'))
throw(msg, title=_("Mandatory Purchase Order"))
def pr_required(self):
@ -323,8 +319,8 @@ class PurchaseInvoice(BuyingController):
if not d.purchase_receipt and d.item_code in stock_items:
msg = _("Purchase Receipt Required for item {}").format(frappe.bold(d.item_code))
msg += "<br><br>"
msg += _("To submit the invoice without purchase receipt please set {} ").format(frappe.bold(_('Purchase Receipt Required')))
msg += _("as {} in {}").format(frappe.bold('No'), get_link_to_form('Buying Settings', 'Buying Settings', 'Buying Settings'))
msg += _("To submit the invoice without purchase receipt please set {0} as {1} in {2}").format(
frappe.bold(_('Purchase Receipt Required')), frappe.bold('No'), get_link_to_form('Buying Settings', 'Buying Settings', 'Buying Settings'))
throw(msg, title=_("Mandatory Purchase Receipt"))
def validate_write_off_account(self):
@ -456,6 +452,8 @@ class PurchaseInvoice(BuyingController):
self.make_tax_gl_entries(gl_entries)
self.make_internal_transfer_gl_entries(gl_entries)
self.allocate_advance_taxes(gl_entries)
gl_entries = make_regional_gl_entries(gl_entries, self)
gl_entries = merge_similar_entries(gl_entries)
@ -1090,6 +1088,7 @@ class PurchaseInvoice(BuyingController):
for d in self.taxes:
if d.account_head == tax_withholding_details.get("account_head"):
d.update(tax_withholding_details)
accounts.append(d.account_head)
if not accounts or tax_withholding_details.get("account_head") not in accounts:

97
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -16,6 +16,7 @@ from erpnext.stock.doctype.stock_entry.test_stock_entry import get_qty_after_tra
from erpnext.projects.doctype.project.test_project import make_project
from erpnext.accounts.doctype.account.test_account import get_inventory_account, create_account
from erpnext.stock.doctype.item.test_item import create_item
from erpnext.buying.doctype.supplier.test_supplier import create_supplier
test_dependencies = ["Item", "Cost Center", "Payment Term", "Payment Terms Template"]
test_ignore = ["Serial No"]
@ -950,6 +951,102 @@ class TestPurchaseInvoice(unittest.TestCase):
acc_settings.submit_journal_entriessubmit_journal_entries = 0
acc_settings.save()
def test_purchase_invoice_advance_taxes(self):
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
from erpnext.buying.doctype.purchase_order.purchase_order import get_mapped_purchase_invoice
# create a new supplier to test
supplier = create_supplier(supplier_name = '_Test TDS Advance Supplier',
tax_withholding_category = 'TDS - 194 - Dividends - Individual')
# Update tax withholding category with current fiscal year and rate details
update_tax_witholding_category('_Test Company', 'TDS Payable - _TC', nowdate())
# Create Purchase Order with TDS applied
po = create_purchase_order(do_not_save=1, supplier=supplier.name, rate=3000)
po.apply_tds = 1
po.tax_withholding_category = 'TDS - 194 - Dividends - Individual'
po.save()
po.submit()
# Update Unrealized Profit / Loss Account which is used as default advance tax account
frappe.db.set_value('Company', '_Test Company', 'unrealized_profit_loss_account', '_Test Account Excise Duty - _TC')
# Create Payment Entry Against the order
payment_entry = get_payment_entry(dt='Purchase Order', dn=po.name)
payment_entry.paid_from = 'Cash - _TC'
payment_entry.save()
payment_entry.submit()
# Check GLE for Payment Entry
expected_gle = [
['_Test Account Excise Duty - _TC', 3000, 0],
['Cash - _TC', 0, 27000],
['Creditors - _TC', 27000, 0],
['TDS Payable - _TC', 0, 3000],
]
gl_entries = frappe.db.sql("""select account, debit, credit
from `tabGL Entry`
where voucher_type='Payment Entry' and voucher_no=%s
order by account asc""", (payment_entry.name), as_dict=1)
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_gle[i][0], gle.account)
self.assertEqual(expected_gle[i][1], gle.debit)
self.assertEqual(expected_gle[i][2], gle.credit)
# Create Purchase Invoice against Purchase Order
purchase_invoice = get_mapped_purchase_invoice(po.name)
purchase_invoice.allocate_advances_automatically = 1
purchase_invoice.items[0].expense_account = '_Test Account Cost for Goods Sold - _TC'
purchase_invoice.save()
purchase_invoice.submit()
# Check GLE for Purchase Invoice
# Zero net effect on final TDS Payable on invoice
expected_gle = [
['_Test Account Cost for Goods Sold - _TC', 30000, 0],
['_Test Account Excise Duty - _TC', 0, 3000],
['Creditors - _TC', 0, 27000],
['TDS Payable - _TC', 3000, 3000]
]
gl_entries = frappe.db.sql("""select account, debit, credit
from `tabGL Entry`
where voucher_type='Purchase Invoice' and voucher_no=%s
order by account asc""", (purchase_invoice.name), as_dict=1)
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_gle[i][0], gle.account)
self.assertEqual(expected_gle[i][1], gle.debit)
self.assertEqual(expected_gle[i][2], gle.credit)
def update_tax_witholding_category(company, account, date):
from erpnext.accounts.utils import get_fiscal_year
fiscal_year = get_fiscal_year(date=date, company=company)
if not frappe.db.get_value('Tax Withholding Rate',
{'parent': 'TDS - 194 - Dividends - Individual', 'fiscal_year': fiscal_year[0]}):
tds_category = frappe.get_doc('Tax Withholding Category', 'TDS - 194 - Dividends - Individual')
tds_category.append('rates', {
'fiscal_year': fiscal_year[0],
'tax_withholding_rate': 10,
'single_threshold': 2500,
'cumulative_threshold': 0
})
tds_category.save()
if not frappe.db.get_value('Tax Withholding Account',
{'parent': 'TDS - 194 - Dividends - Individual', 'account': account}):
tds_category = frappe.get_doc('Tax Withholding Category', 'TDS - 194 - Dividends - Individual')
tds_category.append('accounts', {
'company': company,
'account': account
})
tds_category.save()
def unlink_payment_on_cancel_of_invoice(enable=1):
accounts_settings = frappe.get_doc("Accounts Settings")

20
erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json
View File

@ -12,6 +12,7 @@
"charge_type",
"row_id",
"included_in_print_rate",
"included_in_paid_amount",
"col_break1",
"account_head",
"description",
@ -21,6 +22,7 @@
"cost_center",
"dimension_col_break",
"section_break_9",
"currency",
"tax_amount",
"tax_amount_after_discount_amount",
"total",
@ -205,12 +207,28 @@
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"fetch_from": "account_head.account_currency",
"fieldname": "currency",
"fieldtype": "Link",
"label": "Account Currency",
"options": "Currency",
"read_only": 1
},
{
"default": "0",
"depends_on": "eval:['Purchase Taxes and Charges Template', 'Payment Entry'].includes(parent.doctype)",
"description": "If checked, the tax amount will be considered as already included in the Paid Amount in Payment Entry",
"fieldname": "included_in_paid_amount",
"fieldtype": "Check",
"label": "Considered In Paid Amount"
}
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-09-18 17:26:09.703215",
"modified": "2021-06-14 01:43:50.750455",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges",

2
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -17,7 +17,7 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
var me = this;
super.onload();
this.frm.ignore_doctypes_on_cancel_all = ['POS Invoice', 'Timesheet'];
this.frm.ignore_doctypes_on_cancel_all = ['POS Invoice', 'Timesheet', 'POS Invoice Merge Log', 'POS Closing Entry'];
if(!this.frm.doc.__islocal && !this.frm.doc.customer && this.frm.doc.debit_to) {
// show debit_to in print format
this.frm.set_df_property("debit_to", "print_hide", 0);

16
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -531,7 +531,7 @@ class SalesInvoice(SellingController):
# set pos values in items
for item in self.get("items"):
if item.get('item_code'):
profile_details = get_pos_profile_item_details(pos, frappe._dict(item.as_dict()), pos)
profile_details = get_pos_profile_item_details(pos, frappe._dict(item.as_dict()), pos, update_data=True)
for fname, val in iteritems(profile_details):
if (not for_validate) or (for_validate and not item.get(fname)):
item.set(fname, val)
@ -842,6 +842,8 @@ class SalesInvoice(SellingController):
self.make_tax_gl_entries(gl_entries)
self.make_internal_transfer_gl_entries(gl_entries)
self.allocate_advance_taxes(gl_entries)
self.make_item_gl_entries(gl_entries)
# merge gl entries before adding pos entries
@ -849,7 +851,6 @@ class SalesInvoice(SellingController):
self.make_loyalty_point_redemption_gle(gl_entries)
self.make_pos_gl_entries(gl_entries)
self.make_gle_for_change_amount(gl_entries)
self.make_write_off_gl_entry(gl_entries)
self.make_gle_for_rounding_adjustment(gl_entries)
@ -983,7 +984,13 @@ class SalesInvoice(SellingController):
def make_pos_gl_entries(self, gl_entries):
if cint(self.is_pos):
skip_change_gl_entries = not cint(frappe.db.get_single_value('Accounts Settings', 'post_change_gl_entries'))
for payment_mode in self.payments:
if skip_change_gl_entries and payment_mode.account == self.account_for_change_amount:
payment_mode.base_amount -= self.change_amount
if payment_mode.amount:
# POS, make payment entries
gl_entries.append(
@ -1015,8 +1022,11 @@ class SalesInvoice(SellingController):
}, payment_mode_account_currency, item=self)
)
if not skip_change_gl_entries:
self.make_gle_for_change_amount(gl_entries)
def make_gle_for_change_amount(self, gl_entries):
if cint(self.is_pos) and self.change_amount:
if self.change_amount:
if self.account_for_change_amount:
gl_entries.append(
self.get_gl_dict({

190
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -713,7 +713,7 @@ class TestSalesInvoice(unittest.TestCase):
si.submit()
self.assertEqual(si.paid_amount, 100.0)
self.pos_gl_entry(si, pos, 50)
self.validate_pos_gl_entry(si, pos, 50)
def test_pos_returns_with_repayment(self):
from erpnext.accounts.doctype.sales_invoice.sales_invoice import make_sales_return
@ -749,7 +749,7 @@ class TestSalesInvoice(unittest.TestCase):
make_pos_profile(company="_Test Company with perpetual inventory", income_account = "Sales - TCP1",
expense_account = "Cost of Goods Sold - TCP1", warehouse="Stores - TCP1", cost_center = "Main - TCP1", write_off_account="_Test Write Off - TCP1")
pr = make_purchase_receipt(company= "_Test Company with perpetual inventory",
make_purchase_receipt(company= "_Test Company with perpetual inventory",
item_code= "_Test FG Item",warehouse= "Stores - TCP1", cost_center= "Main - TCP1")
pos = create_sales_invoice(company= "_Test Company with perpetual inventory",
@ -770,7 +770,45 @@ class TestSalesInvoice(unittest.TestCase):
self.assertEqual(pos.grand_total, 100.0)
self.assertEqual(pos.write_off_amount, -5)
def pos_gl_entry(self, si, pos, cash_amount):
def test_pos_with_no_gl_entry_for_change_amount(self):
frappe.db.set_value('Accounts Settings', None, 'post_change_gl_entries', 0)
make_pos_profile(company="_Test Company with perpetual inventory", income_account = "Sales - TCP1",
expense_account = "Cost of Goods Sold - TCP1", warehouse="Stores - TCP1", cost_center = "Main - TCP1", write_off_account="_Test Write Off - TCP1")
make_purchase_receipt(company= "_Test Company with perpetual inventory",
item_code= "_Test FG Item",warehouse= "Stores - TCP1", cost_center= "Main - TCP1")
pos = create_sales_invoice(company= "_Test Company with perpetual inventory",
debit_to="Debtors - TCP1", item_code= "_Test FG Item", warehouse="Stores - TCP1",
income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1",
cost_center = "Main - TCP1", do_not_save=True)
pos.is_pos = 1
pos.update_stock = 1
taxes = get_taxes_and_charges()
pos.taxes = []
for tax in taxes:
pos.append("taxes", tax)
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - TCP1', 'amount': 50})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - TCP1', 'amount': 60})
pos.insert()
pos.submit()
self.assertEqual(pos.grand_total, 100.0)
self.assertEqual(pos.change_amount, 10)
self.validate_pos_gl_entry(pos, pos, 60, validate_without_change_gle=True)
frappe.db.set_value('Accounts Settings', None, 'post_change_gl_entries', 1)
def validate_pos_gl_entry(self, si, pos, cash_amount, validate_without_change_gle=False):
if validate_without_change_gle:
cash_amount -= pos.change_amount
# check stock ledger entries
sle = frappe.db.sql("""select * from `tabStock Ledger Entry`
where voucher_type = 'Sales Invoice' and voucher_no = %s""",
@ -1899,69 +1937,80 @@ class TestSalesInvoice(unittest.TestCase):
frappe.flags.country = country
def test_einvoice_json(self):
from erpnext.regional.india.e_invoice.utils import make_einvoice
from erpnext.regional.india.e_invoice.utils import make_einvoice, validate_totals
si = make_sales_invoice_for_ewaybill()
si.naming_series = 'INV-2020-.#####'
si.items = []
si.append("items", {
"item_code": "_Test Item",
"uom": "Nos",
"warehouse": "_Test Warehouse - _TC",
"qty": 2000,
"rate": 12,
"income_account": "Sales - _TC",
"expense_account": "Cost of Goods Sold - _TC",
"cost_center": "_Test Cost Center - _TC",
})
si.append("items", {
"item_code": "_Test Item 2",
"uom": "Nos",
"warehouse": "_Test Warehouse - _TC",
"qty": 420,
"rate": 15,
"income_account": "Sales - _TC",
"expense_account": "Cost of Goods Sold - _TC",
"cost_center": "_Test Cost Center - _TC",
})
si = get_sales_invoice_for_e_invoice()
si.discount_amount = 100
si.save()
einvoice = make_einvoice(si)
total_item_ass_value = 0
total_item_cgst_value = 0
total_item_sgst_value = 0
total_item_igst_value = 0
total_item_value = 0
for item in einvoice['ItemList']:
total_item_ass_value += item['AssAmt']
total_item_cgst_value += item['CgstAmt']
total_item_sgst_value += item['SgstAmt']
total_item_igst_value += item['IgstAmt']
total_item_value += item['TotItemVal']
self.assertTrue(item['AssAmt'], item['TotAmt'] - item['Discount'])
self.assertTrue(item['TotItemVal'], item['AssAmt'] + item['CgstAmt'] + item['SgstAmt'] + item['IgstAmt'])
value_details = einvoice['ValDtls']
self.assertEqual(einvoice['Version'], '1.1')
self.assertEqual(value_details['AssVal'], total_item_ass_value)
self.assertEqual(value_details['CgstVal'], total_item_cgst_value)
self.assertEqual(value_details['SgstVal'], total_item_sgst_value)
self.assertEqual(value_details['IgstVal'], total_item_igst_value)
calculated_invoice_value = \
value_details['AssVal'] + value_details['CgstVal'] \
+ value_details['SgstVal'] + value_details['IgstVal'] \
+ value_details['OthChrg'] - value_details['Discount']
self.assertTrue(value_details['TotInvVal'] - calculated_invoice_value < 0.1)
self.assertEqual(value_details['TotInvVal'], si.base_grand_total)
self.assertTrue(einvoice['EwbDtls'])
validate_totals(einvoice)
si.apply_discount_on = 'Net Total'
si.save()
einvoice = make_einvoice(si)
validate_totals(einvoice)
[d.set('included_in_print_rate', 1) for d in si.taxes]
si.save()
einvoice = make_einvoice(si)
validate_totals(einvoice)
def get_sales_invoice_for_e_invoice():
si = make_sales_invoice_for_ewaybill()
si.naming_series = 'INV-2020-.#####'
si.items = []
si.append("items", {
"item_code": "_Test Item",
"uom": "Nos",
"warehouse": "_Test Warehouse - _TC",
"qty": 2000,
"rate": 12,
"income_account": "Sales - _TC",
"expense_account": "Cost of Goods Sold - _TC",
"cost_center": "_Test Cost Center - _TC",
})
si.append("items", {
"item_code": "_Test Item 2",
"uom": "Nos",
"warehouse": "_Test Warehouse - _TC",
"qty": 420,
"rate": 15,
"income_account": "Sales - _TC",
"expense_account": "Cost of Goods Sold - _TC",
"cost_center": "_Test Cost Center - _TC",
})
return si
def test_item_tax_net_range(self):
item = create_item("T Shirt")
item.set('taxes', [])
item.append("taxes", {
"item_tax_template": "_Test Account Excise Duty @ 10 - _TC",
"minimum_net_rate": 0,
"maximum_net_rate": 500
})
item.append("taxes", {
"item_tax_template": "_Test Account Excise Duty @ 12 - _TC",
"minimum_net_rate": 501,
"maximum_net_rate": 1000
})
item.save()
sales_invoice = create_sales_invoice(item = "T Shirt", rate=700, do_not_submit=True)
self.assertEqual(sales_invoice.items[0].item_tax_template, "_Test Account Excise Duty @ 12 - _TC")
# Apply discount
sales_invoice.apply_discount_on = 'Net Total'
sales_invoice.discount_amount = 300
sales_invoice.save()
self.assertEqual(sales_invoice.items[0].item_tax_template, "_Test Account Excise Duty @ 10 - _TC")
def make_test_address_for_ewaybill():
if not frappe.db.exists('Address', '_Test Address for Eway bill-Billing'):
@ -2085,27 +2134,6 @@ def check_gl_entries(doc, voucher_no, expected_gle, posting_date):
doc.assertEqual(expected_gle[i][2], gle.credit)
doc.assertEqual(getdate(expected_gle[i][3]), gle.posting_date)
def test_item_tax_validity(self):
item = frappe.get_doc("Item", "_Test Item 2")
if item.taxes:
item.taxes = []
item.save()
item.append("taxes", {
"item_tax_template": "_Test Item Tax Template 1 - _TC",
"valid_from": add_days(nowdate(), 1)
})
item.save()
sales_invoice = create_sales_invoice(item = "_Test Item 2", do_not_save=1)
sales_invoice.items[0].item_tax_template = "_Test Item Tax Template 1 - _TC"
self.assertRaises(frappe.ValidationError, sales_invoice.save)
item.taxes = []
item.save()
def create_sales_invoice(**args):
si = frappe.new_doc("Sales Invoice")
args = frappe._dict(args)

39
erpnext/accounts/doctype/sales_taxes_and_charges/sales_taxes_and_charges.json
View File

@ -1,8 +1,10 @@
{
"actions": [],
"creation": "2013-04-24 11:39:32",
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"charge_type",
"row_id",
@ -10,12 +12,14 @@
"col_break_1",
"description",
"included_in_print_rate",
"included_in_paid_amount",
"accounting_dimensions_section",
"cost_center",
"dimension_col_break",
"section_break_8",
"rate",
"section_break_9",
"currency",
"tax_amount",
"total",
"tax_amount_after_discount_amount",
@ -23,8 +27,7 @@
"base_tax_amount",
"base_total",
"base_tax_amount_after_discount_amount",
"item_wise_tax_detail",
"parenttype"
"item_wise_tax_detail"
],
"fields": [
{
@ -173,17 +176,6 @@
"oldfieldtype": "Small Text",
"read_only": 1
},
{
"fieldname": "parenttype",
"fieldtype": "Data",
"hidden": 1,
"in_filter": 1,
"label": "Parenttype",
"oldfieldname": "parenttype",
"oldfieldtype": "Data",
"print_hide": 1,
"search_index": 1
},
{
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
@ -192,15 +184,34 @@
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"fetch_from": "account_head.account_currency",
"fieldname": "currency",
"fieldtype": "Link",
"label": "Account Currency",
"options": "Currency",
"read_only": 1
},
{
"default": "0",
"depends_on": "eval:['Sales Taxes and Charges Template', 'Payment Entry'].includes(parent.doctype)",
"description": "If checked, the tax amount will be considered as already included in the Paid Amount in Payment Entry",
"fieldname": "included_in_paid_amount",
"fieldtype": "Check",
"label": "Considered In Paid Amount"
}
],
"idx": 1,
"index_web_pages_for_search": 1,
"istable": 1,
"modified": "2019-05-25 22:59:38.740883",
"links": [],
"modified": "2021-06-14 01:44:36.899147",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Taxes and Charges",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "ASC"
}

6
erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
View File

@ -49,7 +49,7 @@ def get_party_tax_withholding_details(inv, tax_withholding_category=None):
if not parties:
parties.append(party)
fiscal_year = get_fiscal_year(inv.posting_date, company=inv.company)
fiscal_year = get_fiscal_year(inv.get('posting_date') or inv.get('transaction_date'), company=inv.company)
tax_details = get_tax_withholding_details(tax_withholding_category, fiscal_year[0], inv.company)
if not tax_details:
@ -154,7 +154,7 @@ def get_tax_amount(party_type, parties, inv, tax_details, fiscal_year_details, p
tax_deducted = get_deducted_tax(taxable_vouchers, fiscal_year, tax_details)
tax_amount = 0
posting_date = inv.posting_date
posting_date = inv.get('posting_date') or inv.get('transaction_date')
if party_type == 'Supplier':
ldc = get_lower_deduction_certificate(fiscal_year, pan_no)
if tax_deducted:
@ -257,7 +257,7 @@ def get_tds_amount(ldc, parties, inv, tax_details, fiscal_year_details, tax_dedu
if ((threshold and inv.net_total >= threshold) or (cumulative_threshold and supp_credit_amt >= cumulative_threshold)):
if ldc and is_valid_certificate(
ldc.valid_from, ldc.valid_upto,
inv.posting_date, tax_deducted,
inv.get('posting_date') or inv.get('transaction_date'), tax_deducted,
inv.net_total, ldc.certificate_limit
):
tds_amount = get_ltds_amount(supp_credit_amt, 0, ldc.certificate_limit, ldc.rate, tax_details)

6
erpnext/accounts/general_ledger.py
View File

@ -185,10 +185,10 @@ def make_round_off_gle(gl_map, debit_credit_diff, precision):
for d in gl_map:
if d.account == round_off_account:
round_off_gle = d
if d.debit_in_account_currency:
debit_credit_diff -= flt(d.debit_in_account_currency)
if d.debit:
debit_credit_diff -= flt(d.debit)
else:
debit_credit_diff += flt(d.credit_in_account_currency)
debit_credit_diff += flt(d.credit)
round_off_account_exists = True
if round_off_account_exists and abs(debit_credit_diff) <= (1.0 / (10**precision)):

1
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -584,6 +584,7 @@ class ReceivablePayableReport(object):
`tabGL Entry`
where
docstatus < 2
and is_cancelled = 0
and party_type=%s
and (party is not null and party != '')
{1} {2} {3}"""

32
erpnext/accounts/report/tds_payable_monthly/tds_payable_monthly.js
View File

@ -54,6 +54,32 @@ frappe.query_reports["TDS Payable Monthly"] = {
frappe.query_report.refresh();
}
},
{
"fieldname":"purchase_order",
"label": __("Purchase Order"),
"fieldtype": "Link",
"options": "Purchase Order",
"get_query": function() {
return {
"filters": {
"name": ["in", frappe.query_report.invoices]
}
}
},
on_change: function() {
let supplier = frappe.query_report.get_filter_value('supplier');
if(!supplier) return; // return if no supplier selected
// filter invoices based on selected supplier
let invoices = [];
frappe.query_report.invoice_data.map(d => {
if(d.supplier==supplier)
invoices.push(d.name)
});
frappe.query_report.invoices = invoices;
frappe.query_report.refresh();
}
},
{
"fieldname":"from_date",
"label": __("From Date"),
@ -75,15 +101,17 @@ frappe.query_reports["TDS Payable Monthly"] = {
onload: function(report) {
// fetch all tds applied invoices
frappe.call({
"method": "erpnext.accounts.report.tds_payable_monthly.tds_payable_monthly.get_tds_invoices",
"method": "erpnext.accounts.report.tds_payable_monthly.tds_payable_monthly.get_tds_invoices_and_orders",
callback: function(r) {
let invoices = [];
r.message.map(d => {
invoices.push(d.name);
});
report["invoice_data"] = r.message;
report["invoice_data"] = r.message.invoices;
report["invoices"] = invoices;
}
});
}

106
erpnext/accounts/report/tds_payable_monthly/tds_payable_monthly.py
View File

@ -11,11 +11,14 @@ def execute(filters=None):
validate_filters(filters)
set_filters(filters)
# TDS payment entries
payment_entries = get_payment_entires(filters)
columns = get_columns(filters)
if not filters["invoices"]:
if not filters.get("invoices"):
return columns, []
res = get_result(filters)
res = get_result(filters, payment_entries)
return columns, res
@ -27,8 +30,9 @@ def validate_filters(filters):
def set_filters(filters):
invoices = []
if not filters["invoices"]:
filters["invoices"] = get_tds_invoices()
if not filters.get("invoices"):
filters["invoices"] = get_tds_invoices_and_orders()
if filters.supplier and filters.purchase_invoice:
for d in filters["invoices"]:
if d.name == filters.purchase_invoice and d.supplier == filters.supplier:
@ -41,13 +45,29 @@ def set_filters(filters):
for d in filters["invoices"]:
if d.name == filters.purchase_invoice:
invoices.append(d)
elif filters.supplier and filters.purchase_order:
for d in filters.get("invoices"):
if d.name == filters.purchase_order and d.supplier == filters.supplier:
invoices.append(d)
elif filters.supplier and not filters.purchase_order:
for d in filters.get("invoices"):
if d.supplier == filters.supplier:
invoices.append(d)
elif filters.purchase_order and not filters.supplier:
for d in filters.get("invoices"):
if d.name == filters.purchase_order:
invoices.append(d)
filters["invoices"] = invoices if invoices else filters["invoices"]
filters.naming_series = frappe.db.get_single_value('Buying Settings', 'supp_master_name')
def get_result(filters):
supplier_map, tds_docs = get_supplier_map(filters)
gle_map = get_gle_map(filters)
#print(filters.get('invoices'))
def get_result(filters, payment_entries):
supplier_map, tds_docs = get_supplier_map(filters, payment_entries)
documents = [d.get('name') for d in filters.get('invoices')] + [d.get('name') for d in payment_entries]
gle_map = get_gle_map(filters, documents)
out = []
for d in gle_map:
@ -62,10 +82,11 @@ def get_result(filters):
for k in gle_map[d]:
if k.party == supplier_map[d] and k.credit > 0:
total_amount_credited += k.credit
elif account_list and k.account == account and k.credit > 0:
tds_deducted = k.credit
total_amount_credited += k.credit
total_amount_credited += (k.credit - k.debit)
elif account_list and k.account == account and (k.credit - k.debit) > 0:
tds_deducted = (k.credit - k.debit)
total_amount_credited += (k.credit - k.debit)
voucher_type = k.voucher_type
rate = [i.tax_withholding_rate for i in tds_doc.rates
if i.fiscal_year == gle_map[d][0].fiscal_year]
@ -73,32 +94,36 @@ def get_result(filters):
if rate and len(rate) > 0 and tds_deducted:
rate = rate[0]
if getdate(filters.from_date) <= gle_map[d][0].posting_date \
and getdate(filters.to_date) >= gle_map[d][0].posting_date:
row = [supplier.pan, supplier.name]
row = [supplier.pan, supplier.name]
if filters.naming_series == 'Naming Series':
row.append(supplier.supplier_name)
if filters.naming_series == 'Naming Series':
row.append(supplier.supplier_name)
row.extend([tds_doc.name, supplier.supplier_type, rate, total_amount_credited,
tds_deducted, gle_map[d][0].posting_date, "Purchase Invoice", d])
out.append(row)
row.extend([tds_doc.name, supplier.supplier_type, rate, total_amount_credited,
tds_deducted, gle_map[d][0].posting_date, voucher_type, d])
out.append(row)
return out
def get_supplier_map(filters):
def get_supplier_map(filters, payment_entries):
# create a supplier_map of the form {"purchase_invoice": {supplier_name, pan, tds_name}}
# pre-fetch all distinct applicable tds docs
supplier_map, tds_docs = {}, {}
pan = "pan" if frappe.db.has_column("Supplier", "pan") else "tax_id"
supplier_list = [d.supplier for d in filters["invoices"]]
supplier_detail = frappe.db.get_all('Supplier',
{"name": ["in", [d.supplier for d in filters["invoices"]]]},
{"name": ["in", supplier_list]},
["tax_withholding_category", "name", pan+" as pan", "supplier_type", "supplier_name"])
for d in filters["invoices"]:
supplier_map[d.get("name")] = [k for k in supplier_detail
if k.name == d.get("supplier")][0]
for d in payment_entries:
supplier_map[d.get("name")] = [k for k in supplier_detail
if k.name == d.get("supplier")][0]
for d in supplier_detail:
if d.get("tax_withholding_category") not in tds_docs:
tds_docs[d.get("tax_withholding_category")] = \
@ -106,13 +131,19 @@ def get_supplier_map(filters):
return supplier_map, tds_docs
def get_gle_map(filters):
def get_gle_map(filters, documents):
# create gle_map of the form
# {"purchase_invoice": list of dict of all gle created for this invoice}
gle_map = {}
gle = frappe.db.get_all('GL Entry',\
{"voucher_no": ["in", [d.get("name") for d in filters["invoices"]]], 'is_cancelled': 0},
["fiscal_year", "credit", "debit", "account", "voucher_no", "posting_date"])
gle = frappe.db.get_all('GL Entry',
{
"voucher_no": ["in", documents],
'is_cancelled': 0,
'posting_date': ("between", [filters.get('from_date'), filters.get('to_date')]),
},
["fiscal_year", "credit", "debit", "account", "voucher_no", "posting_date", "voucher_type"],
)
for d in gle:
if not d.voucher_no in gle_map:
@ -201,8 +232,26 @@ def get_columns(filters):
return columns
def get_payment_entires(filters):
filter_dict = {
'posting_date': ("between", [filters.get('from_date'), filters.get('to_date')]),
'party_type': 'Supplier',
'apply_tax_withholding_amount': 1
}
if filters.get('purchase_invoice') or filters.get('purchase_order'):
parent = frappe.db.get_all('Payment Entry Reference',
{'reference_name': ('in', [d.get('name') for d in filters.get('invoices')])}, ['parent'])
filter_dict.update({'name': ('in', [d.get('parent') for d in parent])})
payment_entries = frappe.get_all('Payment Entry', fields=['name', 'party_name as supplier'],
filters=filter_dict)
return payment_entries
@frappe.whitelist()
def get_tds_invoices():
def get_tds_invoices_and_orders():
# fetch tds applicable supplier and fetch invoices for these suppliers
suppliers = [d.name for d in frappe.db.get_list("Supplier",
{"tax_withholding_category": ["!=", ""]}, ["name"])]
@ -210,7 +259,12 @@ def get_tds_invoices():
invoices = frappe.db.get_list("Purchase Invoice",
{"supplier": ["in", suppliers]}, ["name", "supplier"])
orders = frappe.db.get_list("Purchase Order",
{"supplier": ["in", suppliers]}, ["name", "supplier"])
invoices = invoices + orders
invoices = [d for d in invoices if d.supplier]
frappe.cache().hset("invoices", frappe.session.user, invoices)
return invoices

15
erpnext/accounts/workspace/accounting/accounting.json
View File

@ -707,6 +707,7 @@
"link_to": "GST Settings",
"link_type": "DocType",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -717,6 +718,7 @@
"link_to": "GST HSN Code",
"link_type": "DocType",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -727,6 +729,7 @@
"link_to": "GSTR-1",
"link_type": "Report",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -737,6 +740,7 @@
"link_to": "GSTR-2",
"link_type": "Report",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -747,6 +751,7 @@
"link_to": "GSTR 3B Report",
"link_type": "DocType",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -757,6 +762,7 @@
"link_to": "GST Sales Register",
"link_type": "Report",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -767,6 +773,7 @@
"link_to": "GST Purchase Register",
"link_type": "Report",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -777,6 +784,7 @@
"link_to": "GST Itemised Sales Register",
"link_type": "Report",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -787,6 +795,7 @@
"link_to": "GST Itemised Purchase Register",
"link_type": "Report",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -797,6 +806,7 @@
"link_to": "C-Form",
"link_type": "DocType",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -807,6 +817,7 @@
"link_to": "Lower Deduction Certificate",
"link_type": "DocType",
"onboard": 0,
"only_for": "India",
"type": "Link"
},
{
@ -1065,7 +1076,7 @@
"type": "Link"
}
],
"modified": "2021-05-13 13:44:56.249888",
"modified": "2021-06-10 03:17:31.427945",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting",
@ -1120,4 +1131,4 @@
"type": "Dashboard"
}
]
}
}

13
erpnext/buying/doctype/purchase_order/purchase_order.js
View File

@ -45,6 +45,14 @@ frappe.ui.form.on("Purchase Order", {
});
erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
apply_tds: function(frm) {
if (!frm.doc.apply_tds) {
frm.set_value("tax_withholding_category", '');
} else {
frm.set_value("tax_withholding_category", frm.supplier_tds);
}
}
});
@ -313,7 +321,8 @@ erpnext.buying.PurchaseOrderController = class PurchaseOrderController extends e
if(me.values) {
me.values.sub_con_rm_items.map((row,i) => {
if (!row.item_code || !row.rm_item_code || !row.warehouse || !row.qty || row.qty === 0) {
frappe.throw(__("Item Code, warehouse, quantity are required on row {0}", [i+1]));
let row_id = i+1;
frappe.throw(__("Item Code, warehouse and quantity are required on row {0}", [row_id]));
}
})
me._make_rm_stock_entry(me.dialog.fields_dict.sub_con_rm_items.grid.get_selected_children())
@ -509,7 +518,7 @@ erpnext.buying.PurchaseOrderController = class PurchaseOrderController extends e
args: {
reference_doctype: me.frm.doctype,
reference_name: me.frm.docname,
content: __('Reason for hold: ')+data.reason_for_hold,
content: __('Reason for hold:') + " " +data.reason_for_hold,
comment_email: frappe.session.user,
comment_by: frappe.session.user_fullname
},

483
erpnext/buying/doctype/purchase_order/purchase_order.json
View File

File diff suppressed because it is too large Load Diff

35
erpnext/buying/doctype/purchase_order/purchase_order.py
View File

@ -17,6 +17,7 @@ from erpnext.accounts.party import get_party_account_currency
from six import string_types
from erpnext.stock.doctype.item.item import get_item_defaults
from erpnext.setup.doctype.item_group.item_group import get_item_group_defaults
from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import get_party_tax_withholding_details
from erpnext.accounts.doctype.sales_invoice.sales_invoice import validate_inter_company_party, update_linked_doc,\
unlink_inter_company_doc
@ -39,11 +40,18 @@ class PurchaseOrder(BuyingController):
'percent_join_field': 'material_request'
}]
def onload(self):
supplier_tds = frappe.db.get_value("Supplier", self.supplier, "tax_withholding_category")
self.set_onload("supplier_tds", supplier_tds)
def validate(self):
super(PurchaseOrder, self).validate()
self.set_status()
# apply tax withholding only if checked and applicable
self.set_tax_withholding()
self.validate_supplier()
self.validate_schedule_date()
validate_for_items(self)
@ -87,6 +95,33 @@ class PurchaseOrder(BuyingController):
if cint(frappe.db.get_single_value('Buying Settings', 'maintain_same_rate')):
self.validate_rate_with_reference_doc([["Supplier Quotation", "supplier_quotation", "supplier_quotation_item"]])
def set_tax_withholding(self):
if not self.apply_tds:
return
tax_withholding_details = get_party_tax_withholding_details(self, self.tax_withholding_category)
if not tax_withholding_details:
return
accounts = []
for d in self.taxes:
if d.account_head == tax_withholding_details.get("account_head"):
d.update(tax_withholding_details)
accounts.append(d.account_head)
if not accounts or tax_withholding_details.get("account_head") not in accounts:
self.append("taxes", tax_withholding_details)
to_remove = [d for d in self.taxes
if not d.tax_amount and d.account_head == tax_withholding_details.get("account_head")]
for d in to_remove:
self.remove(d)
# calculate totals again after applying TDS
self.calculate_taxes_and_totals()
def validate_supplier(self):
prevent_po = frappe.db.get_value("Supplier", self.supplier, 'prevent_pos')
if prevent_po:

2
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -1111,7 +1111,7 @@ def create_purchase_order(**args):
po.schedule_date = add_days(nowdate(), 1)
po.company = args.company or "_Test Company"
po.supplier = args.customer or "_Test Supplier"
po.supplier = args.supplier or "_Test Supplier"
po.is_subcontracted = args.is_subcontracted or "No"
po.currency = args.currency or frappe.get_cached_value('Company', po.company, "default_currency")
po.conversion_factor = args.conversion_factor or 1

4
erpnext/buying/doctype/supplier_quotation/supplier_quotation.json
View File

@ -576,6 +576,7 @@
"read_only": 1
},
{
"depends_on": "eval:!doc.disable_rounded_total",
"fieldname": "base_rounding_adjustment",
"fieldtype": "Currency",
"label": "Rounding Adjustment (Company Currency",
@ -620,6 +621,7 @@
"read_only": 1
},
{
"depends_on": "eval:!doc.disable_rounded_total",
"fieldname": "rounding_adjustment",
"fieldtype": "Currency",
"label": "Rounding Adjustment",
@ -802,7 +804,7 @@
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-12-03 15:18:29.073368",
"modified": "2021-04-19 00:58:20.995491",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation",

54
erpnext/change_log/v13/v13_5_0.md Normal file
View File

@ -0,0 +1,54 @@
# Version 13.5.0 Release Notes
### Features & Enhancements
- Tax deduction against advance payments ([#25831](https://github.com/frappe/erpnext/pull/25831))
- Cost-center wise period closing entry ([#25766](https://github.com/frappe/erpnext/pull/25766))
- Create Quality Inspections from account and stock documents ([#25221](https://github.com/frappe/erpnext/pull/25221))
- Item Taxes based on net rate ([#25961](https://github.com/frappe/erpnext/pull/25961))
- Enable/disable gl entry posting for change given in pos ([#25822](https://github.com/frappe/erpnext/pull/25822))
- Add Inactive status to Employee ([#26029](https://github.com/frappe/erpnext/pull/26029))
- Added check box to combine items with same BOM ([#25478](https://github.com/frappe/erpnext/pull/25478))
- Item Tax Templates for Germany ([#25858](https://github.com/frappe/erpnext/pull/25858))
- Refactored leave balance report ([#25771](https://github.com/frappe/erpnext/pull/25771))
- Refactored Vehicle Expenses Report ([#25727](https://github.com/frappe/erpnext/pull/25727))
- Refactored maintenance schedule and visit document ([#25358](https://github.com/frappe/erpnext/pull/25358))
### Fixes
- Cannot add same item with different rates ([#25849](https://github.com/frappe/erpnext/pull/25849))
- Show only company addresses for ITC reversal entry ([#25866](https://github.com/frappe/erpnext/pull/25866))
- Hiding Rounding Adjustment field ([#25380](https://github.com/frappe/erpnext/pull/25380))
- Auto tax calculations in Payment Entry ([#26055](https://github.com/frappe/erpnext/pull/26055))
- Not able to select the item code in work order ([#25915](https://github.com/frappe/erpnext/pull/25915))
- Cannot reset plaid link for a bank account ([#25869](https://github.com/frappe/erpnext/pull/25869))
- Student invalid password reset link ([#25826](https://github.com/frappe/erpnext/pull/25826))
- Multiple pos issues ([#25928](https://github.com/frappe/erpnext/pull/25928))
- Add Product Bundles to POS ([#25860](https://github.com/frappe/erpnext/pull/25860))
- Enable Parallel tests ([#25862](https://github.com/frappe/erpnext/pull/25862))
- Service item check on e-Invoicing ([#25986](https://github.com/frappe/erpnext/pull/25986))
- Choose correct Salary Structure Assignment when getting data for formula eval ([#25981](https://github.com/frappe/erpnext/pull/25981))
- Ignore internal transfer invoices from GST Reports ([#25969](https://github.com/frappe/erpnext/pull/25969))
- Taxable value for invoices with additional discount ([#26056](https://github.com/frappe/erpnext/pull/26056))
- Validate negative allocated amount in Payment Entry ([#25799](https://github.com/frappe/erpnext/pull/25799))
- Allow all System Managers to delete company transactions ([#25834](https://github.com/frappe/erpnext/pull/25834))
- Wrong round off gl entry posted in case of purchase invoice ([#25775](https://github.com/frappe/erpnext/pull/25775))
- Use dictionary filter instead of list ([#25874](https://github.com/frappe/erpnext/pull/25874))
- Ageing error in PSOA ([#25855](https://github.com/frappe/erpnext/pull/25855))
- On click of duplicate button system has not copied the difference account ([#25988](https://github.com/frappe/erpnext/pull/25988))
- Assign Product Bundle's conversion_factor to Pack… ([#25840](https://github.com/frappe/erpnext/pull/25840))
- Rename Loan Management workspace to Loans ([#25856](https://github.com/frappe/erpnext/pull/25856))
- Fix stock quantity calculation when negative_stock_allowe… ([#25859](https://github.com/frappe/erpnext/pull/25859))
- Update cost center from pos profile ([#25971](https://github.com/frappe/erpnext/pull/25971))
- Ensure website theme is applied correctly ([#25863](https://github.com/frappe/erpnext/pull/25863))
- Only display GST card in Accounting Workspace if it's in India ([#26000](https://github.com/frappe/erpnext/pull/26000))
- Incorrect gstin fetched incase of branch company address ([#25841](https://github.com/frappe/erpnext/pull/25841))
- Sort account balances by account name ([#26009](https://github.com/frappe/erpnext/pull/26009))
- Custom conversion factor field not mapped from job card to stock entry ([#25956](https://github.com/frappe/erpnext/pull/25956))
- Chart of accounts importer always error ([#25882](https://github.com/frappe/erpnext/pull/25882))
- Create POS Invoice for Product Bundles ([#25847](https://github.com/frappe/erpnext/pull/25847))
- Wrap dates in getdate for leave application ([#25899](https://github.com/frappe/erpnext/pull/25899))
- Closing entry shows incorrect expected amount ([#25868](https://github.com/frappe/erpnext/pull/25868))
- Add Hold status column in the Issue Summary Report ([#25828](https://github.com/frappe/erpnext/pull/25828))
- Rendering of broken image on pos ([#25872](https://github.com/frappe/erpnext/pull/25872))
- Timeout error in the repost item valuation ([#25854](https://github.com/frappe/erpnext/pull/25854))

97
erpnext/controllers/accounts_controller.py
View File

@ -116,6 +116,8 @@ class AccountsController(TransactionBase):
if self.doctype == 'Purchase Invoice':
self.calculate_paid_amount()
# apply tax withholding only if checked and applicable
self.set_tax_withholding()
if self.doctype in ['Purchase Invoice', 'Sales Invoice']:
pos_check_field = "is_pos" if self.doctype=="Sales Invoice" else "is_paid"
@ -225,7 +227,7 @@ class AccountsController(TransactionBase):
def validate_date_with_fiscal_year(self):
if self.meta.get_field("fiscal_year"):
date_field = ""
date_field = None
if self.meta.get_field("posting_date"):
date_field = "posting_date"
elif self.meta.get_field("transaction_date"):
@ -700,6 +702,7 @@ class AccountsController(TransactionBase):
from erpnext.accounts.utils import unlink_ref_doc_from_payment_entries
if self.doctype in ["Sales Invoice", "Purchase Invoice"]:
self.update_allocated_advance_taxes_on_cancel()
if frappe.db.get_single_value('Accounts Settings', 'unlink_payment_on_cancellation_of_invoice'):
unlink_ref_doc_from_payment_entries(self)
@ -707,6 +710,87 @@ class AccountsController(TransactionBase):
if frappe.db.get_single_value('Accounts Settings', 'unlink_advance_payment_on_cancelation_of_order'):
unlink_ref_doc_from_payment_entries(self)
def get_tax_map(self):
tax_map = {}
for tax in self.get('taxes'):
tax_map.setdefault(tax.account_head, 0.0)
tax_map[tax.account_head] += tax.tax_amount
return tax_map
def update_allocated_advance_taxes_on_cancel(self):
if self.get('advances'):
tax_accounts = [d.account_head for d in self.get('taxes')]
allocated_tax_map = frappe._dict(frappe.get_all('GL Entry', fields=['account', 'sum(credit - debit)'],
filters={'voucher_no': self.name, 'account': ('in', tax_accounts)},
group_by='account', as_list=1))
tax_map = self.get_tax_map()
for pe in self.get('advances'):
if pe.reference_type == 'Payment Entry':
pe = frappe.get_doc('Payment Entry', pe.reference_name)
for tax in pe.get('taxes'):
allocated_amount = tax_map.get(tax.account_head) - allocated_tax_map.get(tax.account_head)
if allocated_amount > tax.tax_amount:
allocated_amount = tax.tax_amount
if allocated_amount:
frappe.db.set_value('Advance Taxes and Charges', tax.name, 'allocated_amount',
tax.allocated_amount - allocated_amount)
tax_map[tax.account_head] -= allocated_amount
allocated_tax_map[tax.account_head] -= allocated_amount
def allocate_advance_taxes(self, gl_entries):
tax_map = self.get_tax_map()
for pe in self.get("advances"):
if pe.reference_type == "Payment Entry" and \
frappe.db.get_value('Payment Entry', pe.reference_name, 'advance_tax_account'):
pe = frappe.get_doc("Payment Entry", pe.reference_name)
for tax in pe.get("taxes"):
account_currency = get_account_currency(tax.account_head)
if self.doctype == "Purchase Invoice":
dr_or_cr = "credit" if tax.add_deduct_tax == "Add" else "debit"
rev_dr_cr = "debit" if tax.add_deduct_tax == "Add" else "credit"
else:
dr_or_cr = "debit" if tax.add_deduct_tax == "Add" else "credit"
rev_dr_cr = "credit" if tax.add_deduct_tax == "Add" else "debit"
party = self.supplier if self.doctype == "Purchase Invoice" else self.customer
unallocated_amount = tax.tax_amount - tax.allocated_amount
if tax_map.get(tax.account_head):
amount = tax_map.get(tax.account_head)
if amount < unallocated_amount:
unallocated_amount = amount
gl_entries.append(
self.get_gl_dict({
"account": tax.account_head,
"against": party,
dr_or_cr: unallocated_amount,
dr_or_cr + "_in_account_currency": unallocated_amount
if account_currency==self.company_currency
else unallocated_amount,
"cost_center": tax.cost_center
}, account_currency, item=tax))
gl_entries.append(
self.get_gl_dict({
"account": pe.advance_tax_account,
"against": party,
rev_dr_cr: unallocated_amount,
rev_dr_cr + "_in_account_currency": unallocated_amount
if account_currency==self.company_currency
else unallocated_amount,
"cost_center": tax.cost_center
}, account_currency, item=tax))
frappe.db.set_value("Advance Taxes and Charges", tax.name, "allocated_amount",
tax.allocated_amount + unallocated_amount)
tax_map[tax.account_head] -= unallocated_amount
def validate_multiple_billing(self, ref_dt, item_ref_dn, based_on, parentfield):
from erpnext.controllers.status_updater import get_allowance_for
item_allowance = {}
@ -1108,7 +1192,7 @@ def validate_conversion_rate(currency, conversion_rate, conversion_rate_label, c
def validate_taxes_and_charges(tax):
if tax.charge_type in ['Actual', 'On Net Total'] and tax.row_id:
if tax.charge_type in ['Actual', 'On Net Total', 'On Paid Amount'] and tax.row_id:
frappe.throw(_("Can refer row only if the charge type is 'On Previous Row Amount' or 'Previous Row Total'"))
elif tax.charge_type in ['On Previous Row Amount', 'On Previous Row Total']:
if cint(tax.idx) == 1:
@ -1125,20 +1209,19 @@ def validate_taxes_and_charges(tax):
def validate_inclusive_tax(tax, doc):
def _on_previous_row_error(row_range):
throw(_("To include tax in row {0} in Item rate, taxes in rows {1} must also be included").format(tax.idx,
row_range))
throw(_("To include tax in row {0} in Item rate, taxes in rows {1} must also be included").format(tax.idx, row_range))
if cint(getattr(tax, "included_in_print_rate", None)):
if tax.charge_type == "Actual":
# inclusive tax cannot be of type Actual
throw(_("Charge of type 'Actual' in row {0} cannot be included in Item Rate").format(tax.idx))
throw(_("Charge of type 'Actual' in row {0} cannot be included in Item Rate or Paid Amount").format(tax.idx))
elif tax.charge_type == "On Previous Row Amount" and \
not cint(doc.get("taxes")[cint(tax.row_id) - 1].included_in_print_rate):
# referred row should also be inclusive
_on_previous_row_error(tax.row_id)
elif tax.charge_type == "On Previous Row Total" and \
not all([cint(t.included_in_print_rate) for t in doc.get("taxes")[:cint(tax.row_id) - 1]]):
# all rows about the reffered tax should be inclusive
# all rows about the referred tax should be inclusive
_on_previous_row_error("1 - %d" % (tax.row_id,))
elif tax.get("category") == "Valuation":
frappe.throw(_("Valuation type charges can not be marked as Inclusive"))
@ -1240,7 +1323,6 @@ def get_advance_payment_entries(party_type, party, party_account, order_doctype,
return list(payment_entries_against_order) + list(unallocated_payment_entries)
def update_invoice_status():
# Daily update the status of the invoices
@ -1449,6 +1531,7 @@ def validate_and_delete_children(parent, data):
for d in deleted_children:
update_bin_on_delete(d, parent.doctype)
@frappe.whitelist()
def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, child_docname="items"):
def check_doc_permissions(doc, perm_type='create'):

54
erpnext/controllers/stock_controller.py
View File

@ -1,17 +1,21 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe, erpnext
from frappe.utils import cint, flt, cstr, get_link_to_form, today, getdate
from frappe import _
import frappe.defaults
import json
from collections import defaultdict
from erpnext.accounts.utils import get_fiscal_year, check_if_stock_and_account_balance_synced
import frappe
import frappe.defaults
from frappe import _
from frappe.utils import cint, cstr, flt, get_link_to_form, getdate
import erpnext
from erpnext.accounts.general_ledger import make_gl_entries, make_reverse_gl_entries, process_gl_map
from erpnext.accounts.utils import check_if_stock_and_account_balance_synced, get_fiscal_year
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.stock.stock_ledger import get_valuation_rate
from erpnext.stock import get_warehouse_account_map
from erpnext.stock.stock_ledger import get_valuation_rate
class QualityInspectionRequiredError(frappe.ValidationError): pass
class QualityInspectionRejectedError(frappe.ValidationError): pass
@ -189,7 +193,6 @@ class StockController(AccountsController):
if hasattr(self, "items"):
item_doclist = self.get("items")
elif self.doctype == "Stock Reconciliation":
import json
item_doclist = []
data = json.loads(self.reconciliation_json)
for row in data[data.index(self.head_row)+1:]:
@ -319,7 +322,7 @@ class StockController(AccountsController):
return serialized_items
def validate_warehouse(self):
from erpnext.stock.utils import validate_warehouse_company, validate_disabled_warehouse
from erpnext.stock.utils import validate_disabled_warehouse, validate_warehouse_company
warehouses = list(set(d.warehouse for d in
self.get("items") if getattr(d, "warehouse", None)))
@ -498,6 +501,39 @@ class StockController(AccountsController):
check_if_stock_and_account_balance_synced(self.posting_date,
self.company, self.doctype, self.name)
@frappe.whitelist()
def make_quality_inspections(doctype, docname, items):
if isinstance(items, str):
items = json.loads(items)
inspections = []
for item in items:
if flt(item.get("sample_size")) > flt(item.get("qty")):
frappe.throw(_("{item_name}'s Sample Size ({sample_size}) cannot be greater than the Accepted Quantity ({accepted_quantity})").format(
item_name=item.get("item_name"),
sample_size=item.get("sample_size"),
accepted_quantity=item.get("qty")
))
quality_inspection = frappe.get_doc({
"doctype": "Quality Inspection",
"inspection_type": "Incoming",
"inspected_by": frappe.session.user,
"reference_type": doctype,
"reference_name": docname,
"item_code": item.get("item_code"),
"description": item.get("description"),
"sample_size": flt(item.get("sample_size")),
"item_serial_no": item.get("serial_no").split("\n")[0] if item.get("serial_no") else None,
"batch_no": item.get("batch_no")
}).insert()
quality_inspection.save()
inspections.append(quality_inspection.name)
return inspections
def is_reposting_pending():
return frappe.db.exists("Repost Item Valuation",
{'docstatus': 1, 'status': ['in', ['Queued','In Progress']]})

12
erpnext/controllers/taxes_and_totals.py
View File

@ -54,6 +54,7 @@ class calculate_taxes_and_totals(object):
if item.item_code and item.get('item_tax_template'):
item_doc = frappe.get_cached_doc("Item", item.item_code)
args = {
'net_rate': item.net_rate or item.rate,
'tax_category': self.doc.get('tax_category'),
'posting_date': self.doc.get('posting_date'),
'bill_date': self.doc.get('bill_date'),
@ -77,10 +78,12 @@ class calculate_taxes_and_totals(object):
taxes = _get_item_tax_template(args, item_taxes + item_group_taxes, for_validate=True)
if item.item_tax_template not in taxes:
frappe.throw(_("Row {0}: Invalid Item Tax Template for item {1}").format(
item.idx, frappe.bold(item.item_code)
))
if taxes:
if item.item_tax_template not in taxes:
item.item_tax_template = taxes[0]
frappe.msgprint(_("Row {0}: Item Tax template updated as per validity and rate applied").format(
item.idx, frappe.bold(item.item_code)
))
def validate_conversion_rate(self):
# validate conversion rate
@ -683,7 +686,6 @@ class calculate_taxes_and_totals(object):
self.calculate_paid_amount()
def get_itemised_tax_breakup_html(doc):
if not doc.taxes:
return

10
erpnext/crm/doctype/appointment/appointment.py
View File

@ -38,7 +38,7 @@ class Appointment(Document):
number_of_agents = frappe.db.get_single_value('Appointment Booking Settings', 'number_of_agents')
if not number_of_agents == 0:
if (number_of_appointments_in_same_slot >= number_of_agents):
frappe.throw('Time slot is not available')
frappe.throw(_('Time slot is not available'))
# Link lead
if not self.party:
lead = self.find_lead_by_email()
@ -75,10 +75,10 @@ class Appointment(Document):
subject=_('Appointment Confirmation'))
if frappe.session.user == "Guest":
frappe.msgprint(
'Please check your email to confirm the appointment')
_('Please check your email to confirm the appointment'))
else :
frappe.msgprint(
'Appointment was created. But no lead was found. Please check the email to confirm')
_('Appointment was created. But no lead was found. Please check the email to confirm'))
def on_change(self):
# Sync Calendar
@ -91,7 +91,7 @@ class Appointment(Document):
def set_verified(self, email):
if not email == self.customer_email:
frappe.throw('Email verification failed.')
frappe.throw(_('Email verification failed.'))
# Create new lead
self.create_lead_and_link()
# Remove unverified status
@ -184,7 +184,7 @@ class Appointment(Document):
appointment_event.insert(ignore_permissions=True)
self.calendar_event = appointment_event.name
self.save(ignore_permissions=True)
def _get_verify_url(self):
verify_route = '/book_appointment/verify'
params = {

2
erpnext/education/doctype/course_scheduling_tool/course_scheduling_tool.py
View File

@ -75,7 +75,7 @@ class CourseSchedulingTool(Document):
"""Validates if Course Start Date is greater than Course End Date"""
if self.course_start_date > self.course_end_date:
frappe.throw(
"Course Start Date cannot be greater than Course End Date.")
_("Course Start Date cannot be greater than Course End Date."))
def delete_course_schedule(self, rescheduled, reschedule_errors):
"""Delete all course schedule within the Date range and specified filters"""

2
erpnext/education/utils.py
View File

@ -236,7 +236,7 @@ def get_quiz(quiz_name, course):
'questions': questions,
'activity': None,
'is_time_bound': quiz.is_time_bound,
'duration':quiz.duration
'duration': quiz.duration
}
student = get_current_student()

2
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
View File

@ -99,5 +99,7 @@ class PlaidConnector():
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, offset=len(transactions))
transactions.extend(response["transactions"])
return transactions
except ItemError as e:
raise e
except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))

4
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
View File

@ -16,6 +16,10 @@ frappe.ui.form.on('Plaid Settings', {
new erpnext.integrations.plaidLink(frm);
});
frm.add_custom_button(__('Reset Plaid Link'), () => {
new erpnext.integrations.plaidLink(frm);
});
frm.add_custom_button(__("Sync Now"), () => {
frappe.call({
method: "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.enqueue_synchronization",

42
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@ -12,6 +12,7 @@ from frappe.desk.doctype.tag.tag import add_tag
from frappe.model.document import Document
from frappe.utils import add_months, formatdate, getdate, today
from plaid.errors import ItemError
class PlaidSettings(Document):
@staticmethod
@ -51,7 +52,7 @@ def add_institution(token, response):
})
bank.insert()
except Exception:
frappe.throw(frappe.get_traceback())
frappe.log_error(frappe.get_traceback(), title=_('Plaid Link Error'))
else:
bank = frappe.get_doc("Bank", response["institution"]["name"])
bank.plaid_access_token = access_token
@ -83,7 +84,12 @@ def add_bank_accounts(response, bank, company):
if not acc_subtype:
add_account_subtype(account["subtype"])
if not frappe.db.exists("Bank Account", dict(integration_id=account["id"])):
existing_bank_account = frappe.db.exists("Bank Account", {
'account_name': account["name"],
'bank': bank["bank_name"]
})
if not existing_bank_account:
try:
new_account = frappe.get_doc({
"doctype": "Bank Account",
@ -103,10 +109,27 @@ def add_bank_accounts(response, bank, company):
except frappe.UniqueValidationError:
frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(account["name"]))
except Exception:
frappe.throw(frappe.get_traceback())
frappe.log_error(frappe.get_traceback(), title=_("Plaid Link Error"))
frappe.throw(_("There was an error creating Bank Account while linking with Plaid."),
title=_("Plaid Link Failed"))
else:
result.append(frappe.db.get_value("Bank Account", dict(integration_id=account["id"]), "name"))
try:
existing_account = frappe.get_doc('Bank Account', existing_bank_account)
existing_account.update({
"bank": bank["bank_name"],
"account_name": account["name"],
"account_type": account.get("type", ""),
"account_subtype": account.get("subtype", ""),
"mask": account.get("mask", ""),
"integration_id": account["id"]
})
existing_account.save()
result.append(existing_bank_account)
except Exception:
frappe.log_error(frappe.get_traceback(), title=_("Plaid Link Error"))
frappe.throw(_("There was an error updating Bank Account {} while linking with Plaid.").format(
existing_bank_account), title=_("Plaid Link Failed"))
return result
@ -172,9 +195,16 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
account_id = None
plaid = PlaidConnector(access_token)
transactions = plaid.get_transactions(start_date=start_date, end_date=end_date, account_id=account_id)
return transactions
try:
transactions = plaid.get_transactions(start_date=start_date, end_date=end_date, account_id=account_id)
except ItemError as e:
if e.code == "ITEM_LOGIN_REQUIRED":
msg = _("There was an error syncing transactions.") + " "
msg += _("Please refresh or reset the Plaid linking of the Bank {}.").format(bank) + " "
frappe.log_error(msg, title=_("Plaid Link Refresh Required"))
return transactions or []
def new_bank_transaction(transaction):

15
erpnext/hr/doctype/leave_application/leave_application.py
View File

@ -4,8 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import cint, cstr, date_diff, flt, formatdate, getdate, get_link_to_form, \
comma_or, get_fullname, add_days, nowdate, get_datetime_str
from frappe.utils import cint, cstr, date_diff, flt, formatdate, getdate, get_link_to_form, get_fullname, add_days, nowdate
from erpnext.hr.utils import set_employee_name, get_leave_period, share_doc_with_approver
from erpnext.hr.doctype.leave_block_list.leave_block_list import get_applicable_block_dates
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
@ -85,7 +84,7 @@ class LeaveApplication(Document):
def validate_dates(self):
if frappe.db.get_single_value("HR Settings", "restrict_backdated_leave_application"):
if self.from_date and self.from_date < frappe.utils.today():
if self.from_date and getdate(self.from_date) < getdate():
allowed_role = frappe.db.get_single_value("HR Settings", "role_allowed_to_create_backdated_leave_application")
if allowed_role not in frappe.get_roles():
frappe.throw(_("Only users with the {0} role can create backdated leave applications").format(allowed_role))
@ -248,9 +247,9 @@ class LeaveApplication(Document):
self.throw_overlap_error(d)
def throw_overlap_error(self, d):
msg = _("Employee {0} has already applied for {1} between {2} and {3} : ").format(self.employee,
d['leave_type'], formatdate(d['from_date']), formatdate(d['to_date'])) \
+ """ <b><a href="/app/Form/Leave Application/{0}">{0}</a></b>""".format(d["name"])
form_link = get_link_to_form("Leave Application", d.name)
msg = _("Employee {0} has already applied for {1} between {2} and {3} : {4}").format(self.employee,
d['leave_type'], formatdate(d['from_date']), formatdate(d['to_date']), form_link)
frappe.throw(msg, OverlapError)
def get_total_leaves_on_half_day(self):
@ -356,7 +355,7 @@ class LeaveApplication(Document):
sender = dict()
sender['email'] = frappe.get_doc('User', frappe.session.user).email
sender['full_name'] = frappe.utils.get_fullname(sender['email'])
sender['full_name'] = get_fullname(sender['email'])
try:
frappe.sendmail(
@ -823,4 +822,4 @@ def get_leave_approver(employee):
leave_approver = frappe.db.get_value('Department Approver', {'parent': department,
'parentfield': 'leave_approvers', 'idx': 1}, 'approver')
return leave_approver
return leave_approver

81
erpnext/hr/doctype/vehicle_log/test_vehicle_log.py
View File

@ -5,7 +5,7 @@ from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import nowdate,flt, cstr,random_string
from frappe.utils import nowdate, flt, cstr, random_string
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.vehicle_log.vehicle_log import make_expense_claim
@ -18,23 +18,13 @@ class TestVehicleLog(unittest.TestCase):
self.employee_id = make_employee("testdriver@example.com", company="_Test Company")
self.license_plate = get_vehicle(self.employee_id)
def tearDown(self):
frappe.delete_doc("Vehicle", self.license_plate, force=1)
frappe.delete_doc("Employee", self.employee_id, force=1)
def test_make_vehicle_log_and_syncing_of_odometer_value(self):
vehicle_log = frappe.get_doc({
"doctype": "Vehicle Log",
"license_plate": cstr(self.license_plate),
"employee": self.employee_id,
"date":frappe.utils.nowdate(),
"odometer":5010,
"fuel_qty":frappe.utils.flt(50),
"price": frappe.utils.flt(500)
})
vehicle_log.save()
vehicle_log.submit()
vehicle_log = make_vehicle_log(self.license_plate, self.employee_id)
#checking value of vehicle odometer value on submit.
vehicle = frappe.get_doc("Vehicle", self.license_plate)
@ -51,19 +41,9 @@ class TestVehicleLog(unittest.TestCase):
self.assertEqual(vehicle.last_odometer, current_odometer - distance_travelled)
vehicle_log.delete()
def test_vehicle_log_fuel_expense(self):
vehicle_log = frappe.get_doc({
"doctype": "Vehicle Log",
"license_plate": cstr(self.license_plate),
"employee": self.employee_id,
"date": frappe.utils.nowdate(),
"odometer":5010,
"fuel_qty":frappe.utils.flt(50),
"price": frappe.utils.flt(500)
})
vehicle_log.save()
vehicle_log.submit()
vehicle_log = make_vehicle_log(self.license_plate, self.employee_id)
expense_claim = make_expense_claim(vehicle_log.name)
fuel_expense = expense_claim.expenses[0].amount
@ -73,6 +53,18 @@ class TestVehicleLog(unittest.TestCase):
frappe.delete_doc("Expense Claim", expense_claim.name)
frappe.delete_doc("Vehicle Log", vehicle_log.name)
def test_vehicle_log_with_service_expenses(self):
vehicle_log = make_vehicle_log(self.license_plate, self.employee_id, with_services=True)
expense_claim = make_expense_claim(vehicle_log.name)
expenses = expense_claim.expenses[0].amount
self.assertEqual(expenses, 27000)
vehicle_log.cancel()
frappe.delete_doc("Expense Claim", expense_claim.name)
frappe.delete_doc("Vehicle Log", vehicle_log.name)
def get_vehicle(employee_id):
license_plate=random_string(10).upper()
vehicle = frappe.get_doc({
@ -81,15 +73,46 @@ def get_vehicle(employee_id):
"make": "Maruti",
"model": "PCM",
"employee": employee_id,
"last_odometer":5000,
"acquisition_date":frappe.utils.nowdate(),
"last_odometer": 5000,
"acquisition_date": nowdate(),
"location": "Mumbai",
"chassis_no": "1234ABCD",
"uom": "Litre",
"vehicle_value":frappe.utils.flt(500000)
"vehicle_value": flt(500000)
})
try:
vehicle.insert()
except frappe.DuplicateEntryError:
pass
return license_plate
return license_plate
def make_vehicle_log(license_plate, employee_id, with_services=False):
vehicle_log = frappe.get_doc({
"doctype": "Vehicle Log",
"license_plate": cstr(license_plate),
"employee": employee_id,
"date": nowdate(),
"odometer": 5010,
"fuel_qty": flt(50),
"price": flt(500)
})
if with_services:
vehicle_log.append("service_detail", {
"service_item": "Oil Change",
"type": "Inspection",
"frequency": "Mileage",
"expense_amount": flt(500)
})
vehicle_log.append("service_detail", {
"service_item": "Wheels",
"type": "Change",
"frequency": "Half Yearly",
"expense_amount": flt(1500)
})
vehicle_log.save()
vehicle_log.submit()
return vehicle_log

12
erpnext/hr/doctype/vehicle_log/vehicle_log.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "naming_series:",
"creation": "2016-09-03 14:14:51.788550",
"doctype": "DocType",
@ -10,7 +11,6 @@
"naming_series",
"license_plate",
"employee",
"column_break_4",
"column_break_7",
"model",
"make",
@ -65,10 +65,6 @@
"options": "Employee",
"reqd": 1
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_7",
"fieldtype": "Column Break"
@ -142,7 +138,6 @@
{
"fieldname": "service_detail",
"fieldtype": "Table",
"label": "Service Detail",
"options": "Vehicle Service"
},
{
@ -158,7 +153,7 @@
"fetch_from": "license_plate.last_odometer",
"fieldname": "last_odometer",
"fieldtype": "Int",
"label": "last Odometer Value ",
"label": "Last Odometer Value ",
"read_only": 1,
"reqd": 1
},
@ -168,7 +163,8 @@
}
],
"is_submittable": 1,
"modified": "2020-03-18 16:45:45.060761",
"links": [],
"modified": "2021-05-17 00:10:21.188352",
"modified_by": "Administrator",
"module": "HR",
"name": "Vehicle Log",

19
erpnext/hr/report/employee_leave_balance/employee_leave_balance.js
View File

@ -37,5 +37,22 @@ frappe.query_reports["Employee Leave Balance"] = {
"fieldtype": "Link",
"options": "Employee",
}
]
],
onload: () => {
frappe.call({
type: "GET",
method: "erpnext.hr.utils.get_leave_period",
args: {
"from_date": frappe.defaults.get_default("year_start_date"),
"to_date": frappe.defaults.get_default("year_end_date"),
"company": frappe.defaults.get_user_default("Company")
},
freeze: true,
callback: (data) => {
frappe.query_report.set_filter_value("from_date", data.message[0].from_date);
frappe.query_report.set_filter_value("to_date", data.message[0].to_date);
}
});
}
}

88
erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
View File

@ -6,15 +6,16 @@ import frappe
from frappe.utils import flt, add_days
from frappe import _
from erpnext.hr.doctype.leave_application.leave_application import get_leaves_for_period, get_leave_balance_on
from itertools import groupby
def execute(filters=None):
if filters.to_date <= filters.from_date:
frappe.throw(_('"From date" can not be greater than or equal to "To date"'))
frappe.throw(_('"From Date" can not be greater than or equal to "To Date"'))
columns = get_columns()
data = get_data(filters)
return columns, data
charts = get_chart_data(data)
return columns, data, None, charts
def get_columns():
columns = [{
@ -31,9 +32,10 @@ def get_columns():
'options': 'Employee'
}, {
'label': _('Employee Name'),
'fieldtype': 'Data',
'fieldtype': 'Dynamic Link',
'fieldname': 'employee_name',
'width': 100,
'options': 'employee'
}, {
'label': _('Opening Balance'),
'fieldtype': 'float',
@ -64,8 +66,7 @@ def get_columns():
return columns
def get_data(filters):
leave_types = frappe.db.sql_list("SELECT `name` FROM `tabLeave Type` ORDER BY `name` ASC")
leave_types = frappe.db.get_list('Leave Type', pluck='name', order_by='name')
conditions = get_conditions(filters)
user = frappe.session.user
@ -113,12 +114,8 @@ def get_data(filters):
# not be shown on the basis of days left it create in user mind for carry_forward leave
row.closing_balance = (new_allocation + opening - (row.leaves_expired + leaves_taken))
row.indent = 1
data.append(row)
new_leaves_allocated = 0
return data
@ -129,27 +126,37 @@ def get_conditions(filters):
if filters.get('employee'):
conditions['name'] = filters.get('employee')
if filters.get('employee'):
conditions['name'] = filters.get('employee')
if filters.get('company'):
conditions['company'] = filters.get('company')
if filters.get('department'):
conditions['department'] = filters.get('department')
return conditions
def get_department_leave_approver_map(department=None):
conditions=''
if department:
conditions="and (department_name = '%(department)s' or parent_department = '%(department)s')"%{'department': department}
# get current department and all its child
department_list = frappe.db.sql_list(""" SELECT name FROM `tabDepartment` WHERE disabled=0 {0}""".format(conditions)) #nosec
department_list = frappe.get_list('Department',
filters={
'disabled': 0
},
or_filters={
'name': department,
'parent_department': department
},
fields=['name'],
pluck='name'
)
# retrieve approvers list from current department and from its subsequent child departments
approver_list = frappe.get_all('Department Approver', filters={
'parentfield': 'leave_approvers',
'parent': ('in', department_list)
}, fields=['parent', 'approver'], as_list=1)
approver_list = frappe.get_all('Department Approver',
filters={
'parentfield': 'leave_approvers',
'parent': ('in', department_list)
},
fields=['parent', 'approver'],
as_list=1
)
approvers = {}
@ -190,3 +197,40 @@ def get_allocated_and_expired_leaves(from_date, to_date, employee, leave_type):
new_allocation += record.leaves
return new_allocation, expired_leaves
def get_chart_data(data):
labels = []
datasets = []
employee_data = data
if data and data[0].get('employee_name'):
get_dataset_for_chart(employee_data, datasets, labels)
chart = {
'data': {
'labels': labels,
'datasets': datasets
},
'type': 'bar',
'colors': ['#456789', '#EE8888', '#7E77BF']
}
return chart
def get_dataset_for_chart(employee_data, datasets, labels):
leaves = []
employee_data = sorted(employee_data, key=lambda k: k['employee_name'])
for key, group in groupby(employee_data, lambda x: x['employee_name']):
for grp in group:
if grp.closing_balance:
leaves.append(frappe._dict({
'leave_type': grp.leave_type,
'closing_balance': grp.closing_balance
}))
if leaves:
labels.append(key)
for leave in leaves:
datasets.append({'name': leave.leave_type, 'values': [leave.closing_balance]})

73
erpnext/hr/report/vehicle_expenses/test_vehicle_expenses.py Normal file
View File

@ -0,0 +1,73 @@
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import unittest
import frappe
from frappe.utils import getdate
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.vehicle_log.vehicle_log import make_expense_claim
from erpnext.hr.doctype.vehicle_log.test_vehicle_log import get_vehicle, make_vehicle_log
from erpnext.hr.report.vehicle_expenses.vehicle_expenses import execute
from erpnext.accounts.utils import get_fiscal_year
class TestVehicleExpenses(unittest.TestCase):
@classmethod
def setUpClass(self):
frappe.db.sql('delete from `tabVehicle Log`')
employee_id = frappe.db.sql('''select name from `tabEmployee` where name="testdriver@example.com"''')
self.employee_id = employee_id[0][0] if employee_id else None
if not self.employee_id:
self.employee_id = make_employee('testdriver@example.com', company='_Test Company')
self.license_plate = get_vehicle(self.employee_id)
def test_vehicle_expenses_based_on_fiscal_year(self):
vehicle_log = make_vehicle_log(self.license_plate, self.employee_id, with_services=True)
expense_claim = make_expense_claim(vehicle_log.name)
# Based on Fiscal Year
filters = {
'filter_based_on': 'Fiscal Year',
'fiscal_year': get_fiscal_year(getdate())[0]
}
report = execute(filters)
expected_data = [{
'vehicle': self.license_plate,
'make': 'Maruti',
'model': 'PCM',
'location': 'Mumbai',
'log_name': vehicle_log.name,
'odometer': 5010,
'date': getdate(),
'fuel_qty': 50.0,
'fuel_price': 500.0,
'fuel_expense': 25000.0,
'service_expense': 2000.0,
'employee': self.employee_id
}]
self.assertEqual(report[1], expected_data)
# Based on Date Range
fiscal_year = get_fiscal_year(getdate(), as_dict=True)
filters = {
'filter_based_on': 'Date Range',
'from_date': fiscal_year.year_start_date,
'to_date': fiscal_year.year_end_date
}
report = execute(filters)
self.assertEqual(report[1], expected_data)
# clean up
vehicle_log.cancel()
frappe.delete_doc('Expense Claim', expense_claim.name)
frappe.delete_doc('Vehicle Log', vehicle_log.name)
def tearDown(self):
frappe.delete_doc('Vehicle', self.license_plate, force=1)
frappe.delete_doc('Employee', self.employee_id, force=1)

77
erpnext/hr/report/vehicle_expenses/vehicle_expenses.js
View File

@ -1,31 +1,52 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.require("assets/erpnext/js/financial_statements.js", function() {
frappe.query_reports["Vehicle Expenses"] = {
"filters": [
{
"fieldname": "fiscal_year",
"label": __("Fiscal Year"),
"fieldtype": "Link",
"options": "Fiscal Year",
"default": frappe.defaults.get_user_default("fiscal_year"),
"reqd": 1,
"on_change": function(query_report) {
var fiscal_year = query_report.get_values().fiscal_year;
if (!fiscal_year) {
return;
}
frappe.model.with_doc("Fiscal Year", fiscal_year, function(r) {
var fy = frappe.model.get_doc("Fiscal Year", fiscal_year);
frappe.query_report.set_filter({
from_date: fy.year_start_date,
to_date: fy.year_end_date
});
});
}
}
]
}
});
frappe.query_reports["Vehicle Expenses"] = {
"filters": [
{
"fieldname": "filter_based_on",
"label": __("Filter Based On"),
"fieldtype": "Select",
"options": ["Fiscal Year", "Date Range"],
"default": ["Fiscal Year"],
"reqd": 1
},
{
"fieldname": "fiscal_year",
"label": __("Fiscal Year"),
"fieldtype": "Link",
"options": "Fiscal Year",
"default": frappe.defaults.get_user_default("fiscal_year"),
"depends_on": "eval: doc.filter_based_on == 'Fiscal Year'",
"reqd": 1
},
{
"fieldname": "from_date",
"label": __("From Date"),
"fieldtype": "Date",
"reqd": 1,
"depends_on": "eval: doc.filter_based_on == 'Date Range'",
"default": frappe.datetime.add_months(frappe.datetime.nowdate(), -12)
},
{
"fieldname": "to_date",
"label": __("To Date"),
"fieldtype": "Date",
"reqd": 1,
"depends_on": "eval: doc.filter_based_on == 'Date Range'",
"default": frappe.datetime.nowdate()
},
{
"fieldname": "vehicle",
"label": __("Vehicle"),
"fieldtype": "Link",
"options": "Vehicle"
},
{
"fieldname": "employee",
"label": __("Employee"),
"fieldtype": "Link",
"options": "Employee"
}
]
};

35
erpnext/hr/report/vehicle_expenses/vehicle_expenses.json
View File

@ -1,20 +1,23 @@
{
"add_total_row": 0,
"apply_user_permissions": 1,
"creation": "2016-09-09 03:33:40.605734",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 2,
"is_standard": "Yes",
"modified": "2017-02-24 19:59:18.641284",
"modified_by": "Administrator",
"module": "HR",
"name": "Vehicle Expenses",
"owner": "Administrator",
"ref_doctype": "Vehicle",
"report_name": "Vehicle Expenses",
"report_type": "Script Report",
"add_total_row": 1,
"columns": [],
"creation": "2016-09-09 03:33:40.605734",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"filters": [],
"idx": 2,
"is_standard": "Yes",
"modified": "2021-05-16 22:48:22.767535",
"modified_by": "Administrator",
"module": "HR",
"name": "Vehicle Expenses",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Vehicle",
"report_name": "Vehicle Expenses",
"report_type": "Script Report",
"roles": [
{
"role": "Fleet Manager"

231
erpnext/hr/report/vehicle_expenses/vehicle_expenses.py
View File

@ -5,86 +5,209 @@ from __future__ import unicode_literals
import frappe
import erpnext
from frappe import _
from frappe.utils import flt,cstr
from frappe.utils import flt
from erpnext.accounts.report.financial_statements import get_period_list
def execute(filters=None):
columns, data, chart = [], [], []
if filters.get('fiscal_year'):
company = erpnext.get_default_company()
period_list = get_period_list(filters.get('fiscal_year'), filters.get('fiscal_year'),
'', '', 'Fiscal Year', 'Monthly', company=company)
columns=get_columns()
data=get_log_data(filters)
chart=get_chart_data(data,period_list)
filters = frappe._dict(filters or {})
columns = get_columns()
data = get_vehicle_log_data(filters)
chart = get_chart_data(data, filters)
return columns, data, None, chart
def get_columns():
columns = [_("License") + ":Link/Vehicle:100", _('Create') + ":data:50",
_("Model") + ":data:50", _("Location") + ":data:100",
_("Log") + ":Link/Vehicle Log:100", _("Odometer") + ":Int:80",
_("Date") + ":Date:100", _("Fuel Qty") + ":Float:80",
_("Fuel Price") + ":Float:100",_("Fuel Expense") + ":Float:100",
_("Service Expense") + ":Float:100"
return [
{
'fieldname': 'vehicle',
'fieldtype': 'Link',
'label': _('Vehicle'),
'options': 'Vehicle',
'width': 150
},
{
'fieldname': 'make',
'fieldtype': 'Data',
'label': _('Make'),
'width': 100
},
{
'fieldname': 'model',
'fieldtype': 'Data',
'label': _('Model'),
'width': 80
},
{
'fieldname': 'location',
'fieldtype': 'Data',
'label': _('Location'),
'width': 100
},
{
'fieldname': 'log_name',
'fieldtype': 'Link',
'label': _('Vehicle Log'),
'options': 'Vehicle Log',
'width': 100
},
{
'fieldname': 'odometer',
'fieldtype': 'Int',
'label': _('Odometer Value'),
'width': 120
},
{
'fieldname': 'date',
'fieldtype': 'Date',
'label': _('Date'),
'width': 100
},
{
'fieldname': 'fuel_qty',
'fieldtype': 'Float',
'label': _('Fuel Qty'),
'width': 80
},
{
'fieldname': 'fuel_price',
'fieldtype': 'Float',
'label': _('Fuel Price'),
'width': 100
},
{
'fieldname': 'fuel_expense',
'fieldtype': 'Currency',
'label': _('Fuel Expense'),
'width': 150
},
{
'fieldname': 'service_expense',
'fieldtype': 'Currency',
'label': _('Service Expense'),
'width': 150
},
{
'fieldname': 'employee',
'fieldtype': 'Link',
'label': _('Employee'),
'options': 'Employee',
'width': 150
}
]
return columns
def get_log_data(filters):
fy = frappe.db.get_value('Fiscal Year', filters.get('fiscal_year'), ['year_start_date', 'year_end_date'], as_dict=True)
data = frappe.db.sql("""select
vhcl.license_plate as "License", vhcl.make as "Make", vhcl.model as "Model",
vhcl.location as "Location", log.name as "Log", log.odometer as "Odometer",
log.date as "Date", log.fuel_qty as "Fuel Qty", log.price as "Fuel Price",
log.fuel_qty * log.price as "Fuel Expense"
from
def get_vehicle_log_data(filters):
start_date, end_date = get_period_dates(filters)
conditions, values = get_conditions(filters)
data = frappe.db.sql("""
SELECT
vhcl.license_plate as vehicle, vhcl.make, vhcl.model,
vhcl.location, log.name as log_name, log.odometer,
log.date, log.employee, log.fuel_qty,
log.price as fuel_price,
log.fuel_qty * log.price as fuel_expense
FROM
`tabVehicle` vhcl,`tabVehicle Log` log
where
vhcl.license_plate = log.license_plate and log.docstatus = 1 and date between %s and %s
order by date""" ,(fy.year_start_date, fy.year_end_date), as_dict=1)
dl=list(data)
for row in dl:
row["Service Expense"]= get_service_expense(row["Log"])
return dl
WHERE
vhcl.license_plate = log.license_plate
and log.docstatus = 1
and date between %(start_date)s and %(end_date)s
{0}
ORDER BY date""".format(conditions), values, as_dict=1)
for row in data:
row['service_expense'] = get_service_expense(row.log_name)
return data
def get_conditions(filters):
conditions = ''
start_date, end_date = get_period_dates(filters)
values = {
'start_date': start_date,
'end_date': end_date
}
if filters.employee:
conditions += ' and log.employee = %(employee)s'
values['employee'] = filters.employee
if filters.vehicle:
conditions += ' and vhcl.license_plate = %(vehicle)s'
values['vehicle'] = filters.vehicle
return conditions, values
def get_period_dates(filters):
if filters.filter_based_on == 'Fiscal Year' and filters.fiscal_year:
fy = frappe.db.get_value('Fiscal Year', filters.fiscal_year,
['year_start_date', 'year_end_date'], as_dict=True)
return fy.year_start_date, fy.year_end_date
else:
return filters.from_date, filters.to_date
def get_service_expense(logname):
expense_amount = frappe.db.sql("""select sum(expense_amount)
from `tabVehicle Log` log,`tabVehicle Service` ser
where ser.parent=log.name and log.name=%s""",logname)
return flt(expense_amount[0][0]) if expense_amount else 0
expense_amount = frappe.db.sql("""
SELECT sum(expense_amount)
FROM
`tabVehicle Log` log, `tabVehicle Service` service
WHERE
service.parent=log.name and log.name=%s
""", logname)
return flt(expense_amount[0][0]) if expense_amount else 0.0
def get_chart_data(data, filters):
period_list = get_period_list(filters.fiscal_year, filters.fiscal_year,
filters.from_date, filters.to_date, filters.filter_based_on, 'Monthly')
fuel_data, service_data = [], []
def get_chart_data(data,period_list):
fuel_exp_data,service_exp_data,fueldata,servicedata = [],[],[],[]
service_exp_data = []
fueldata = []
for period in period_list:
total_fuel_exp=0
total_ser_exp=0
for row in data:
if row["Date"] <= period.to_date and row["Date"] >= period.from_date:
total_fuel_exp+=flt(row["Fuel Expense"])
total_ser_exp+=flt(row["Service Expense"])
fueldata.append([period.key,total_fuel_exp])
servicedata.append([period.key,total_ser_exp])
total_fuel_exp = 0
total_service_exp = 0
for row in data:
if row.date <= period.to_date and row.date >= period.from_date:
total_fuel_exp += flt(row.fuel_expense)
total_service_exp += flt(row.service_expense)
fuel_data.append([period.key, total_fuel_exp])
service_data.append([period.key, total_service_exp])
labels = [period.label for period in period_list]
fuel_exp_data= [row[1] for row in fuel_data]
service_exp_data= [row[1] for row in service_data]
labels = [period.key for period in period_list]
fuel_exp_data= [row[1] for row in fueldata]
service_exp_data= [row[1] for row in servicedata]
datasets = []
if fuel_exp_data:
datasets.append({
'name': 'Fuel Expenses',
'name': _('Fuel Expenses'),
'values': fuel_exp_data
})
if service_exp_data:
datasets.append({
'name': 'Service Expenses',
'name': _('Service Expenses'),
'values': service_exp_data
})
chart = {
"data": {
'data': {
'labels': labels,
'datasets': datasets
}
},
'type': 'line',
'fieldtype': 'Currency'
}
chart["type"] = "line"
return chart

1
erpnext/hr/utils.py
View File

@ -269,6 +269,7 @@ def get_total_exemption_amount(declarations):
total_exemption_amount = sum([flt(d.total_exemption_amount) for d in exemptions.values()])
return total_exemption_amount
@frappe.whitelist()
def get_leave_period(from_date, to_date, company):
leave_period = frappe.db.sql("""
select name, from_date, to_date

2
erpnext/loan_management/doctype/loan/loan.py
View File

@ -264,7 +264,7 @@ def make_loan_write_off(loan, company=None, posting_date=None, amount=0, as_dict
pending_amount = amounts['pending_principal_amount']
if amount and (amount > pending_amount):
frappe.throw('Write Off amount cannot be greater than pending loan amount')
frappe.throw(_('Write Off amount cannot be greater than pending loan amount'))
if not amount:
amount = pending_amount

6
erpnext/loan_management/workspace/loan_management/loan_management.json
View File

@ -12,7 +12,7 @@
"idx": 0,
"is_default": 0,
"is_standard": 1,
"label": "Loan Management",
"label": "Loans",
"links": [
{
"hidden": 0,
@ -220,10 +220,10 @@
"type": "Link"
}
],
"modified": "2021-02-18 17:31:53.586508",
"modified": "2021-05-25 17:31:53.586508",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Management",
"name": "Loans",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,

127
erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.js
View File

@ -2,40 +2,36 @@
// License: GNU General Public License v3. See license.txt
frappe.provide("erpnext.maintenance");
frappe.ui.form.on('Maintenance Schedule', {
setup: function(frm) {
setup: function (frm) {
frm.set_query('contact_person', erpnext.queries.contact_query);
frm.set_query('customer_address', erpnext.queries.address_query);
frm.set_query('customer', erpnext.queries.customer);
frm.add_fetch('item_code', 'item_name', 'item_name');
frm.add_fetch('item_code', 'description', 'description');
},
onload: function(frm) {
onload: function (frm) {
if (!frm.doc.status) {
frm.set_value({status:'Draft'});
frm.set_value({ status: 'Draft' });
}
if (frm.doc.__islocal) {
frm.set_value({transaction_date: frappe.datetime.get_today()});
frm.set_value({ transaction_date: frappe.datetime.get_today() });
}
},
refresh: function(frm) {
refresh: function (frm) {
setTimeout(() => {
frm.toggle_display('generate_schedule', !(frm.is_new()));
frm.toggle_display('schedule', !(frm.is_new()));
},10);
}, 10);
},
customer: function(frm) {
customer: function (frm) {
erpnext.utils.get_party_details(frm)
},
customer_address: function(frm) {
customer_address: function (frm) {
erpnext.utils.get_address_display(frm, 'customer_address', 'address_display');
},
contact_person: function(frm) {
contact_person: function (frm) {
erpnext.utils.get_contact_details(frm);
},
generate_schedule: function(frm) {
generate_schedule: function (frm) {
if (frm.is_new()) {
frappe.msgprint(__('Please save first'));
} else {
@ -53,7 +49,7 @@ erpnext.maintenance.MaintenanceSchedule = class MaintenanceSchedule extends frap
if (this.frm.doc.docstatus === 0) {
this.frm.add_custom_button(__('Sales Order'),
function() {
function () {
erpnext.utils.map_current_doc({
method: "erpnext.selling.doctype.sales_order.sales_order.make_maintenance_schedule",
source_doctype: "Sales Order",
@ -68,13 +64,79 @@ erpnext.maintenance.MaintenanceSchedule = class MaintenanceSchedule extends frap
});
}, __("Get Items From"));
} else if (this.frm.doc.docstatus === 1) {
this.frm.add_custom_button(__('Create Maintenance Visit'), function() {
frappe.model.open_mapped_doc({
method: "erpnext.maintenance.doctype.maintenance_schedule.maintenance_schedule.make_maintenance_visit",
source_name: me.frm.doc.name,
frm: me.frm
let schedules = me.frm.doc.schedules;
let flag = schedules.some(schedule => schedule.completion_status === "Pending");
if (flag) {
this.frm.add_custom_button(__('Maintenance Visit'), function () {
let options = "";
me.frm.call('get_pending_data', {data_type: "items"}).then(r => {
options = r.message;
let schedule_id = "";
let d = new frappe.ui.Dialog({
title: __("Enter Visit Details"),
fields: [{
fieldtype: "Select",
fieldname: "item_name",
label: __("Item Name"),
options: options,
reqd: 1,
onchange: function () {
let field = d.get_field("scheduled_date");
me.frm.call('get_pending_data',
{
item_name: this.value,
data_type: "date"
}).then(r => {
field.df.options = r.message;
field.refresh();
});
}
},
{
label: __('Scheduled Date'),
fieldname: 'scheduled_date',
fieldtype: 'Select',
options: "",
reqd: 1,
onchange: function () {
let field = d.get_field('item_name');
me.frm.call(
'get_pending_data',
{
item_name: field.value,
s_date: this.value,
data_type: "id"
}).then(r => {
schedule_id = r.message;
});
}
},
],
primary_action_label: 'Create Visit',
primary_action(values) {
frappe.call({
method: "erpnext.maintenance.doctype.maintenance_schedule.maintenance_schedule.make_maintenance_visit",
args: {
item_name: values.item_name,
s_id: schedule_id,
source_name: me.frm.doc.name,
},
callback: function (r) {
if (!r.exc) {
frappe.model.sync(r.message);
frappe.set_route("Form", r.message.doctype, r.message.name);
}
}
});
d.hide();
}
});
d.show();
});
}, __('Create'));
}, __('Create'));
}
}
}
@ -92,25 +154,10 @@ erpnext.maintenance.MaintenanceSchedule = class MaintenanceSchedule extends frap
set_no_of_visits(doc, cdt, cdn) {
var item = frappe.get_doc(cdt, cdn);
if (item.start_date && item.end_date && item.periodicity) {
if(item.start_date > item.end_date) {
frappe.msgprint(__("Row {0}:Start Date must be before End Date", [item.idx]));
return;
}
var date_diff = frappe.datetime.get_diff(item.end_date, item.start_date) + 1;
var days_in_period = {
"Weekly": 7,
"Monthly": 30,
"Quarterly": 91,
"Half Yearly": 182,
"Yearly": 365
}
var no_of_visits = cint(date_diff / days_in_period[item.periodicity]);
frappe.model.set_value(item.doctype, item.name, "no_of_visits", no_of_visits);
let me = this;
if (item.start_date && item.periodicity) {
me.frm.call('validate_end_date_visits');
}
}
};

1052
erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.json
View File

File diff suppressed because it is too large Load Diff

107
erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
View File

@ -4,12 +4,13 @@
from __future__ import unicode_literals
import frappe
from frappe.utils import add_days, getdate, cint, cstr
from frappe.utils import add_days, getdate, cint, cstr, date_diff, formatdate
from frappe import throw, _
from erpnext.utilities.transaction_base import TransactionBase, delete_events
from erpnext.stock.utils import get_valid_serial_nos
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
class MaintenanceSchedule(TransactionBase):
@frappe.whitelist()
@ -32,8 +33,40 @@ class MaintenanceSchedule(TransactionBase):
child.idx = count
count = count + 1
child.sales_person = d.sales_person
child.completion_status = "Pending"
child.item_reference = d.name
@frappe.whitelist()
def validate_end_date_visits(self):
days_in_period = {
"Weekly": 7,
"Monthly": 30,
"Quarterly": 91,
"Half Yearly": 182,
"Yearly": 365
}
for item in self.items:
if item.periodicity and item.start_date:
if not item.end_date:
if item.no_of_visits:
item.end_date = add_days(item.start_date, item.no_of_visits * days_in_period[item.periodicity])
else:
item.end_date = add_days(item.start_date, days_in_period[item.periodicity])
diff = date_diff(item.end_date, item.start_date) + 1
no_of_visits = cint(diff / days_in_period[item.periodicity])
if not item.no_of_visits or item.no_of_visits == 0:
item.end_date = add_days(item.start_date, days_in_period[item.periodicity])
diff = date_diff(item.end_date, item.start_date) + 1
item.no_of_visits = cint(diff / days_in_period[item.periodicity])
elif item.no_of_visits > no_of_visits:
item.end_date = add_days(item.start_date, item.no_of_visits * days_in_period[item.periodicity])
elif item.no_of_visits < no_of_visits:
item.end_date = add_days(item.start_date, item.no_of_visits * days_in_period[item.periodicity])
self.save()
def on_submit(self):
if not self.get('schedules'):
@ -58,9 +91,10 @@ class MaintenanceSchedule(TransactionBase):
if no_email_sp:
frappe.msgprint(
frappe._("Setting Events to {0}, since the Employee attached to the below Sales Persons does not have a User ID{1}").format(
_("Setting Events to {0}, since the Employee attached to the below Sales Persons does not have a User ID{1}").format(
self.owner, "<br>" + "<br>".join(no_email_sp)
))
)
)
scheduled_date = frappe.db.sql("""select scheduled_date from
`tabMaintenance Schedule Detail` where sales_person=%s and item_code=%s and
@ -106,7 +140,7 @@ class MaintenanceSchedule(TransactionBase):
if employee:
holiday_list = get_holiday_list_for_employee(employee)
else:
holiday_list = frappe.get_cached_value('Company', self.company, "default_holiday_list")
holiday_list = frappe.get_cached_value('Company', self.company, "default_holiday_list")
holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday` where parent=%s''', holiday_list)
@ -135,8 +169,7 @@ class MaintenanceSchedule(TransactionBase):
}
if date_diff < days_in_period[d.periodicity]:
throw(_("Row {0}: To set {1} periodicity, difference between from and to date \
must be greater than or equal to {2}")
throw(_("Row {0}: To set {1} periodicity, difference between from and to date must be greater than or equal to {2}")
.format(d.idx, d.periodicity, days_in_period[d.periodicity]))
def validate_maintenance_detail(self):
@ -166,13 +199,15 @@ class MaintenanceSchedule(TransactionBase):
throw(_("Maintenance Schedule {0} exists against {1}").format(chk[0][0], d.sales_order))
def validate(self):
self.validate_end_date_visits()
self.validate_maintenance_detail()
self.validate_dates_with_periodicity()
self.validate_sales_order()
self.generate_schedule()
def on_update(self):
frappe.db.set(self, 'status', 'Draft')
def update_amc_date(self, serial_nos, amc_expiry_date=None):
for serial_no in serial_nos:
serial_no_doc = frappe.get_doc("Serial No", serial_no)
@ -202,8 +237,8 @@ class MaintenanceSchedule(TransactionBase):
if not sr_details.warehouse and sr_details.delivery_date and \
getdate(sr_details.delivery_date) >= getdate(amc_start_date):
throw(_("Maintenance start date can not be before delivery date for Serial No {0}")
.format(serial_no))
throw(_("Maintenance start date can not be before delivery date for Serial No {0}")
.format(serial_no))
def validate_schedule(self):
item_lst1 =[]
@ -245,13 +280,50 @@ class MaintenanceSchedule(TransactionBase):
def on_trash(self):
delete_events(self.doctype, self.name)
@frappe.whitelist()
def get_pending_data(self, data_type, s_date=None, item_name=None):
if data_type == "date":
dates = ""
for schedule in self.schedules:
if schedule.item_name == item_name and schedule.completion_status == "Pending":
dates = dates + "\n" + formatdate(schedule.scheduled_date, "dd-MM-yyyy")
return dates
elif data_type == "items":
items = ""
for item in self.items:
for schedule in self.schedules:
if item.item_name == schedule.item_name and schedule.completion_status == "Pending":
items = items + "\n" + item.item_name
break
return items
elif data_type == "id":
for schedule in self.schedules:
if schedule.item_name == item_name and s_date == formatdate(schedule.scheduled_date, "dd-mm-yyyy"):
return schedule.name
@frappe.whitelist()
def make_maintenance_visit(source_name, target_doc=None):
def update_serial_nos(s_id):
serial_nos = frappe.db.get_value('Maintenance Schedule Detail', s_id, 'serial_no')
if serial_nos:
serial_nos = get_serial_nos(serial_nos)
return serial_nos
else:
return False
@frappe.whitelist()
def make_maintenance_visit(source_name, target_doc=None, item_name=None, s_id=None):
from frappe.model.mapper import get_mapped_doc
def update_status(source, target, parent):
def update_status_and_detail(source, target, parent):
target.maintenance_type = "Scheduled"
target.maintenance_schedule = source.name
target.maintenance_schedule_detail = s_id
def update_sales(source, target, parent):
sales_person = frappe.db.get_value('Maintenance Schedule Detail', s_id, 'sales_person')
target.service_person = sales_person
target.serial_no = ''
doclist = get_mapped_doc("Maintenance Schedule", source_name, {
"Maintenance Schedule": {
"doctype": "Maintenance Visit",
@ -261,15 +333,12 @@ def make_maintenance_visit(source_name, target_doc=None):
"validation": {
"docstatus": ["=", 1]
},
"postprocess": update_status
"postprocess": update_status_and_detail
},
"Maintenance Schedule Item": {
"doctype": "Maintenance Visit Purpose",
"field_map": {
"parent": "prevdoc_docname",
"parenttype": "prevdoc_doctype",
"sales_person": "service_person"
}
"condition": lambda doc: doc.item_name == item_name,
"postprocess": update_sales
}
}, target_doc)

58
erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
View File

@ -2,7 +2,8 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
from frappe.utils.data import get_datetime, add_days
from frappe.utils.data import add_days, today, formatdate
from erpnext.maintenance.doctype.maintenance_schedule.maintenance_schedule import make_maintenance_visit
import frappe
import unittest
@ -21,7 +22,57 @@ class TestMaintenanceSchedule(unittest.TestCase):
ms.cancel()
events_after_cancel = get_events(ms)
self.assertTrue(len(events_after_cancel) == 0)
def test_make_schedule(self):
ms = make_maintenance_schedule()
ms.save()
i = ms.items[0]
expected_dates = []
expected_end_date = add_days(i.start_date, i.no_of_visits * 7)
self.assertEqual(i.end_date, expected_end_date)
i.no_of_visits = 2
ms.save()
expected_end_date = add_days(i.start_date, i.no_of_visits * 7)
self.assertEqual(i.end_date, expected_end_date)
items = ms.get_pending_data(data_type = "items")
items = items.split('\n')
items.pop(0)
expected_items = ['_Test Item']
self.assertTrue(items, expected_items)
# "dates" contains all generated schedule dates
dates = ms.get_pending_data(data_type = "date", item_name = i.item_name)
dates = dates.split('\n')
dates.pop(0)
expected_dates.append(formatdate(add_days(i.start_date, 7), "dd-MM-yyyy"))
expected_dates.append(formatdate(add_days(i.start_date, 14), "dd-MM-yyyy"))
# test for generated schedule dates
self.assertEqual(dates, expected_dates)
ms.submit()
s_id = ms.get_pending_data(data_type = "id", item_name = i.item_name, s_date = expected_dates[1])
test = make_maintenance_visit(source_name = ms.name, item_name = "_Test Item", s_id = s_id)
visit = frappe.new_doc('Maintenance Visit')
visit = test
visit.maintenance_schedule = ms.name
visit.maintenance_schedule_detail = s_id
visit.completion_status = "Partially Completed"
visit.set('purposes', [{
'item_code': i.item_code,
'description': "test",
'work_done': "test",
'service_person': "Sales Team",
}])
visit.save()
visit.submit()
ms = frappe.get_doc('Maintenance Schedule', ms.name)
#checks if visit status is back updated in schedule
self.assertTrue(ms.schedules[1].completion_status, "Partially Completed")
def get_events(ms):
return frappe.get_all("Event Participants", filters={
"reference_doctype": ms.doctype,
@ -33,12 +84,11 @@ def make_maintenance_schedule():
ms = frappe.new_doc("Maintenance Schedule")
ms.company = "_Test Company"
ms.customer = "_Test Customer"
ms.transaction_date = get_datetime()
ms.transaction_date = today()
ms.append("items", {
"item_code": "_Test Item",
"start_date": get_datetime(),
"end_date": add_days(get_datetime(), 32),
"start_date": today(),
"periodicity": "Weekly",
"no_of_visits": 4,
"sales_person": "Sales Team",

337
erpnext/maintenance/doctype/maintenance_schedule_detail/maintenance_schedule_detail.json
View File

@ -1,222 +1,137 @@
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"allow_copy": 0,
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"creation": "2013-02-22 01:28:05",
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"docstatus": 0,
"doctype": "DocType",
"document_type": "Document",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"autoname": "hash",
"creation": "2013-02-22 01:28:05",
"doctype": "DocType",
"document_type": "Document",
"editable_grid": 1,
"engine": "InnoDB",
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},
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],
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"modified": "2021-05-27 16:07:25.905015",
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"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

551
erpnext/maintenance/doctype/maintenance_schedule_item/maintenance_schedule_item.json
View File

@ -1,431 +1,160 @@
{
"allow_copy": 0,
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"columns": 0,
"fieldname": "start_date",
"fieldtype": "Date",
"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": "Start Date",
"length": 0,
"no_copy": 0,
"oldfieldname": "start_date",
"oldfieldtype": "Date",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 1,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"columns": 2,
"fieldname": "start_date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Start Date",
"oldfieldname": "start_date",
"oldfieldtype": "Date",
"reqd": 1,
"search_index": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "end_date",
"fieldtype": "Date",
"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": "End Date",
"length": 0,
"no_copy": 0,
"oldfieldname": "end_date",
"oldfieldtype": "Date",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 1,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"columns": 2,
"fieldname": "end_date",
"fieldtype": "Date",
"label": "End Date",
"oldfieldname": "end_date",
"oldfieldtype": "Date",
"reqd": 1,
"search_index": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "periodicity",
"fieldtype": "Select",
"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": "Periodicity",
"length": 0,
"no_copy": 0,
"oldfieldname": "periodicity",
"oldfieldtype": "Select",
"options": "\nWeekly\nMonthly\nQuarterly\nHalf Yearly\nYearly\nRandom",
"permlevel": 0,
"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,
"translatable": 0,
"unique": 0
},
"columns": 1,
"fieldname": "periodicity",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Periodicity",
"oldfieldname": "periodicity",
"oldfieldtype": "Select",
"options": "\nWeekly\nMonthly\nQuarterly\nHalf Yearly\nYearly\nRandom"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "no_of_visits",
"fieldtype": "Int",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "No of Visits",
"length": 0,
"no_copy": 0,
"oldfieldname": "no_of_visits",
"oldfieldtype": "Int",
"permlevel": 0,
"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,
"translatable": 0,
"unique": 0
},
"columns": 1,
"fieldname": "no_of_visits",
"fieldtype": "Int",
"in_list_view": 1,
"label": "No of Visits",
"oldfieldname": "no_of_visits",
"oldfieldtype": "Int",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "sales_person",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Sales Person",
"length": 0,
"no_copy": 0,
"oldfieldname": "incharge_name",
"oldfieldtype": "Link",
"options": "Sales Person",
"permlevel": 0,
"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,
"translatable": 0,
"unique": 0
},
"fieldname": "sales_person",
"fieldtype": "Link",
"label": "Sales Person",
"oldfieldname": "incharge_name",
"oldfieldtype": "Link",
"options": "Sales Person"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "reference",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Reference",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"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,
"translatable": 0,
"unique": 0
},
"fieldname": "reference",
"fieldtype": "Section Break",
"label": "Reference"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "serial_no",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Serial No",
"length": 0,
"no_copy": 0,
"oldfieldname": "serial_no",
"oldfieldtype": "Small Text",
"permlevel": 0,
"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,
"translatable": 0,
"unique": 0
},
"fieldname": "serial_no",
"fieldtype": "Small Text",
"label": "Serial No",
"oldfieldname": "serial_no",
"oldfieldtype": "Small Text"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "sales_order",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Sales Order",
"length": 0,
"no_copy": 1,
"oldfieldname": "prevdoc_docname",
"oldfieldtype": "Data",
"options": "Sales Order",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"print_width": "150px",
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 1,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"fieldname": "sales_order",
"fieldtype": "Link",
"label": "Sales Order",
"no_copy": 1,
"oldfieldname": "prevdoc_docname",
"oldfieldtype": "Data",
"options": "Sales Order",
"print_hide": 1,
"print_width": "150px",
"read_only": 1,
"search_index": 1,
"width": "150px"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_10",
"fieldtype": "Column Break"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 1,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2018-05-16 22:43:14.260729",
"modified_by": "Administrator",
"module": "Maintenance",
"name": "Maintenance Schedule Item",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"track_changes": 0,
"track_seen": 0
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2021-04-15 16:09:47.311994",
"modified_by": "Administrator",
"module": "Maintenance",
"name": "Maintenance Schedule Item",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"
}

61
erpnext/maintenance/doctype/maintenance_visit/maintenance_visit.js
View File

@ -2,39 +2,62 @@
// License: GNU General Public License v3. See license.txt
frappe.provide("erpnext.maintenance");
var serial_nos = [];
frappe.ui.form.on('Maintenance Visit', {
refresh: function(frm) {
refresh: function (frm) {
//filters for serial_no based on item_code
frm.set_query('serial_no', 'purposes', function(frm, cdt, cdn) {
frm.set_query('serial_no', 'purposes', function (frm, cdt, cdn) {
let item = locals[cdt][cdn];
return {
filters: {
'item_code': item.item_code
}
};
if (serial_nos) {
return {
filters: {
'item_code': item.item_code,
'name': ["in", serial_nos]
}
};
} else {
return {
filters: {
'item_code': item.item_code
}
};
}
});
},
setup: function(frm) {
setup: function (frm) {
frm.set_query('contact_person', erpnext.queries.contact_query);
frm.set_query('customer_address', erpnext.queries.address_query);
frm.set_query('customer', erpnext.queries.customer);
},
onload: function(frm) {
onload: function (frm, cdt, cdn) {
let item = locals[cdt][cdn];
if (frm.maintenance_type == 'Scheduled') {
let schedule_id = item.purposes[0].prevdoc_detail_docname;
frappe.call({
method: "erpnext.maintenance.doctype.maintenance_schedule.maintenance_schedule.update_serial_nos",
args: {
s_id: schedule_id
},
callback: function (r) {
serial_nos = r.message;
}
});
}
if (!frm.doc.status) {
frm.set_value({status:'Draft'});
frm.set_value({ status: 'Draft' });
}
if (frm.doc.__islocal) {
frm.set_value({mntc_date: frappe.datetime.get_today()});
frm.set_value({ mntc_date: frappe.datetime.get_today() });
}
},
customer: function(frm) {
customer: function (frm) {
erpnext.utils.get_party_details(frm);
},
customer_address: function(frm) {
customer_address: function (frm) {
erpnext.utils.get_address_display(frm, 'customer_address', 'address_display');
},
contact_person: function(frm) {
contact_person: function (frm) {
erpnext.utils.get_contact_details(frm);
}
@ -47,9 +70,9 @@ erpnext.maintenance.MaintenanceVisit = class MaintenanceVisit extends frappe.ui.
var me = this;
if (this.frm.doc.docstatus===0) {
if (this.frm.doc.docstatus === 0) {
this.frm.add_custom_button(__('Maintenance Schedule'),
function() {
function () {
erpnext.utils.map_current_doc({
method: "erpnext.maintenance.doctype.maintenance_schedule.maintenance_schedule.make_maintenance_visit",
source_doctype: "Maintenance Schedule",
@ -64,7 +87,7 @@ erpnext.maintenance.MaintenanceVisit = class MaintenanceVisit extends frappe.ui.
})
}, __("Get Items From"));
this.frm.add_custom_button(__('Warranty Claim'),
function() {
function () {
erpnext.utils.map_current_doc({
method: "erpnext.support.doctype.warranty_claim.warranty_claim.make_maintenance_visit",
source_doctype: "Warranty Claim",
@ -80,7 +103,7 @@ erpnext.maintenance.MaintenanceVisit = class MaintenanceVisit extends frappe.ui.
})
}, __("Get Items From"));
this.frm.add_custom_button(__('Sales Order'),
function() {
function () {
erpnext.utils.map_current_doc({
method: "erpnext.selling.doctype.sales_order.sales_order.make_maintenance_visit",
source_doctype: "Sales Order",

1286
erpnext/maintenance/doctype/maintenance_visit/maintenance_visit.json
View File

File diff suppressed because it is too large Load Diff

83
erpnext/maintenance/doctype/maintenance_visit/maintenance_visit.py
View File

@ -4,6 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import get_datetime
from erpnext.utilities.transaction_base import TransactionBase
@ -16,44 +17,62 @@ class MaintenanceVisit(TransactionBase):
if d.serial_no and not frappe.db.exists("Serial No", d.serial_no):
frappe.throw(_("Serial No {0} does not exist").format(d.serial_no))
def validate_maintenance_date(self):
if self.maintenance_type == "Scheduled" and self.maintenance_schedule_detail:
item_ref = frappe.db.get_value('Maintenance Schedule Detail', self.maintenance_schedule_detail, 'item_reference')
if item_ref:
start_date, end_date = frappe.db.get_value('Maintenance Schedule Item', item_ref, ['start_date', 'end_date'])
if get_datetime(self.mntc_date) < get_datetime(start_date) or get_datetime(self.mntc_date) > get_datetime(end_date):
frappe.throw(_("Date must be between {0} and {1}").format(start_date, end_date))
def validate(self):
self.validate_serial_no()
self.validate_maintenance_date()
def update_completion_status(self):
if self.maintenance_schedule_detail:
frappe.db.set_value('Maintenance Schedule Detail', self.maintenance_schedule_detail, 'completion_status', self.completion_status)
def update_actual_date(self):
if self.maintenance_schedule_detail:
frappe.db.set_value('Maintenance Schedule Detail', self.maintenance_schedule_detail, 'actual_date', self.mntc_date)
def update_customer_issue(self, flag):
for d in self.get('purposes'):
if d.prevdoc_docname and d.prevdoc_doctype == 'Warranty Claim' :
if flag==1:
mntc_date = self.mntc_date
service_person = d.service_person
work_done = d.work_done
status = "Open"
if self.completion_status == 'Fully Completed':
status = 'Closed'
elif self.completion_status == 'Partially Completed':
status = 'Work In Progress'
else:
nm = frappe.db.sql("select t1.name, t1.mntc_date, t2.service_person, t2.work_done from `tabMaintenance Visit` t1, `tabMaintenance Visit Purpose` t2 where t2.parent = t1.name and t1.completion_status = 'Partially Completed' and t2.prevdoc_docname = %s and t1.name!=%s and t1.docstatus = 1 order by t1.name desc limit 1", (d.prevdoc_docname, self.name))
if nm:
status = 'Work In Progress'
mntc_date = nm and nm[0][1] or ''
service_person = nm and nm[0][2] or ''
work_done = nm and nm[0][3] or ''
if not self.maintenance_schedule:
for d in self.get('purposes'):
if d.prevdoc_docname and d.prevdoc_doctype == 'Warranty Claim' :
if flag==1:
mntc_date = self.mntc_date
service_person = d.service_person
work_done = d.work_done
status = "Open"
if self.completion_status == 'Fully Completed':
status = 'Closed'
elif self.completion_status == 'Partially Completed':
status = 'Work In Progress'
else:
status = 'Open'
mntc_date = None
service_person = None
work_done = None
nm = frappe.db.sql("select t1.name, t1.mntc_date, t2.service_person, t2.work_done from `tabMaintenance Visit` t1, `tabMaintenance Visit Purpose` t2 where t2.parent = t1.name and t1.completion_status = 'Partially Completed' and t2.prevdoc_docname = %s and t1.name!=%s and t1.docstatus = 1 order by t1.name desc limit 1", (d.prevdoc_docname, self.name))
wc_doc = frappe.get_doc('Warranty Claim', d.prevdoc_docname)
wc_doc.update({
'resolution_date': mntc_date,
'resolved_by': service_person,
'resolution_details': work_done,
'status': status
})
if nm:
status = 'Work In Progress'
mntc_date = nm and nm[0][1] or ''
service_person = nm and nm[0][2] or ''
work_done = nm and nm[0][3] or ''
else:
status = 'Open'
mntc_date = None
service_person = None
work_done = None
wc_doc.db_update()
wc_doc = frappe.get_doc('Warranty Claim', d.prevdoc_docname)
wc_doc.update({
'resolution_date': mntc_date,
'resolved_by': service_person,
'resolution_details': work_done,
'status': status
})
wc_doc.db_update()
def check_if_last_visit(self):
"""check if last maintenance visit against same sales order/ Warranty Claim"""
@ -77,6 +96,8 @@ class MaintenanceVisit(TransactionBase):
def on_submit(self):
self.update_customer_issue(1)
frappe.db.set(self, 'status', 'Submitted')
self.update_completion_status()
self.update_actual_date()
def on_cancel(self):
self.check_if_last_visit()

53
erpnext/maintenance/doctype/maintenance_visit_purpose/maintenance_visit_purpose.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "hash",
"creation": "2013-02-22 01:28:06",
"doctype": "DocType",
@ -8,14 +9,15 @@
"field_order": [
"item_code",
"item_name",
"column_break_3",
"service_person",
"serial_no",
"section_break_6",
"description",
"work_details",
"service_person",
"work_done",
"prevdoc_doctype",
"prevdoc_docname",
"prevdoc_detail_docname"
"prevdoc_docname"
],
"fields": [
{
@ -62,6 +64,8 @@
"fieldtype": "Section Break"
},
{
"fetch_from": "prevdoc_detail_docname.sales_person",
"fetch_if_empty": 1,
"fieldname": "service_person",
"fieldtype": "Link",
"in_list_view": 1,
@ -83,49 +87,30 @@
{
"fieldname": "prevdoc_doctype",
"fieldtype": "Link",
"hidden": 1,
"label": "Document Type",
"no_copy": 1,
"oldfieldname": "prevdoc_doctype",
"oldfieldtype": "Data",
"options": "DocType",
"print_hide": 1,
"print_width": "150px",
"read_only": 1,
"report_hide": 1,
"width": "150px"
"options": "DocType"
},
{
"fieldname": "prevdoc_docname",
"fieldtype": "Dynamic Link",
"hidden": 1,
"label": "Against Document No",
"no_copy": 1,
"oldfieldname": "prevdoc_docname",
"oldfieldtype": "Data",
"options": "prevdoc_doctype",
"print_hide": 1,
"print_width": "160px",
"read_only": 1,
"report_hide": 1,
"width": "160px"
"options": "prevdoc_doctype"
},
{
"fieldname": "prevdoc_detail_docname",
"fieldtype": "Data",
"hidden": 1,
"label": "Against Document Detail No",
"no_copy": 1,
"oldfieldname": "prevdoc_detail_docname",
"oldfieldtype": "Data",
"print_hide": 1,
"print_width": "160px",
"read_only": 1,
"report_hide": 1,
"width": "160px"
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_6",
"fieldtype": "Section Break"
}
],
"idx": 1,
"istable": 1,
"modified": "2020-09-18 17:26:09.703215",
"links": [],
"modified": "2021-05-27 17:47:21.474282",
"modified_by": "Administrator",
"module": "Maintenance",
"name": "Maintenance Visit Purpose",

15
erpnext/manufacturing/doctype/production_plan/production_plan.js
View File

@ -211,16 +211,27 @@ frappe.ui.form.on('Production Plan', {
});
},
get_items: function(frm) {
get_items: function (frm) {
frm.clear_table('prod_plan_references');
frappe.call({
method: "get_items",
freeze: true,
doc: frm.doc,
callback: function() {
callback: function () {
refresh_field('po_items');
}
});
},
combine_items: function (frm) {
frm.clear_table('prod_plan_references');
frappe.call({
method: "get_items",
freeze: true,
doc: frm.doc,
});
},
get_items_for_mr: function(frm) {
if (!frm.doc.for_warehouse) {

23
erpnext/manufacturing/doctype/production_plan/production_plan.json
View File

@ -28,7 +28,10 @@
"material_requests",
"select_items_to_manufacture_section",
"get_items",
"combine_items",
"po_items",
"section_break_25",
"prod_plan_references",
"material_request_planning",
"include_non_stock_items",
"include_subcontracted_items",
@ -316,13 +319,31 @@
"fieldname": "include_safety_stock",
"fieldtype": "Check",
"label": "Include Safety Stock in Required Qty Calculation"
},
{
"default": "0",
"depends_on": "eval:doc.get_items_from == 'Sales Order'",
"fieldname": "combine_items",
"fieldtype": "Check",
"label": "Consolidate Items"
},
{
"fieldname": "section_break_25",
"fieldtype": "Section Break"
},
{
"fieldname": "prod_plan_references",
"fieldtype": "Table",
"hidden": 1,
"label": "Production Plan Item Reference",
"options": "Production Plan Item Reference"
}
],
"icon": "fa fa-calendar",
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2021-03-08 11:17:25.470147",
"modified": "2021-05-24 16:59:03.643211",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Production Plan",

47
erpnext/manufacturing/doctype/production_plan/production_plan.py
View File

@ -96,8 +96,10 @@ class ProductionPlan(Document):
@frappe.whitelist()
def get_items(self):
self.set('po_items', [])
if self.get_items_from == "Sales Order":
self.get_so_items()
self.get_so_items()
elif self.get_items_from == "Material Request":
self.get_mr_items()
@ -165,9 +167,31 @@ class ProductionPlan(Document):
self.calculate_total_planned_qty()
def add_items(self, items):
self.set('po_items', [])
refs = {}
for data in items:
item_details = get_item_details(data.item_code)
if self.combine_items:
if item_details.bom_no in refs:
refs[item_details.bom_no]['so_details'].append({
'sales_order': data.parent,
'sales_order_item': data.name,
'qty': data.pending_qty
})
refs[item_details.bom_no]['qty'] += data.pending_qty
continue
else:
refs[item_details.bom_no] = {
'qty': data.pending_qty,
'po_item_ref': data.name,
'so_details': []
}
refs[item_details.bom_no]['so_details'].append({
'sales_order': data.parent,
'sales_order_item': data.name,
'qty': data.pending_qty
})
pi = self.append('po_items', {
'include_exploded_items': 1,
'warehouse': data.warehouse,
@ -185,11 +209,28 @@ class ProductionPlan(Document):
pi.sales_order = data.parent
pi.sales_order_item = data.name
pi.description = data.description
elif self.get_items_from == "Material Request":
pi.material_request = data.parent
pi.material_request_item = data.name
pi.description = data.description
if refs:
for po_item in self.po_items:
po_item.planned_qty = refs[po_item.bom_no]['qty']
po_item.pending_qty = refs[po_item.bom_no]['qty']
po_item.sales_order = ''
self.add_pp_ref(refs)
def add_pp_ref(self, refs):
for bom_no in refs:
for so_detail in refs[bom_no]['so_details']:
self.append('prod_plan_references', {
'item_reference': refs[bom_no]['po_item_ref'],
'sales_order': so_detail['sales_order'],
'sales_order_item': so_detail['sales_order_item'],
'qty': so_detail['qty']
})
def calculate_total_planned_qty(self):
self.total_planned_qty = 0

58
erpnext/manufacturing/doctype/production_plan/test_production_plan.py
View File

@ -100,7 +100,7 @@ class TestProductionPlan(unittest.TestCase):
def test_production_plan_sales_orders(self):
item = 'Test Production Item 1'
so = make_sales_order(item_code=item, qty=5)
so = make_sales_order(item_code=item, qty=1)
sales_order = so.name
sales_order_item = so.items[0].name
@ -124,8 +124,8 @@ class TestProductionPlan(unittest.TestCase):
wo_doc = frappe.get_doc('Work Order', work_order)
wo_doc.update({
'wip_warehouse': '_Test Warehouse 1 - _TC',
'fg_warehouse': '_Test Warehouse - _TC'
'wip_warehouse': 'Work In Progress - _TC',
'fg_warehouse': 'Finished Goods - _TC'
})
wo_doc.submit()
@ -145,6 +145,58 @@ class TestProductionPlan(unittest.TestCase):
self.assertEqual(sales_orders, [])
def test_production_plan_combine_items(self):
item = 'Test Production Item 1'
so = make_sales_order(item_code=item, qty=1)
pln = frappe.new_doc('Production Plan')
pln.company = so.company
pln.get_items_from = 'Sales Order'
pln.append('sales_orders', {
'sales_order': so.name,
'sales_order_date': so.transaction_date,
'customer': so.customer,
'grand_total': so.grand_total
})
so = make_sales_order(item_code=item, qty=2)
pln.append('sales_orders', {
'sales_order': so.name,
'sales_order_date': so.transaction_date,
'customer': so.customer,
'grand_total': so.grand_total
})
pln.combine_items = 1
pln.get_items()
pln.submit()
self.assertTrue(pln.po_items[0].planned_qty, 3)
pln.make_work_order()
work_order = frappe.db.get_value('Work Order', {
'production_plan_item': pln.po_items[0].name,
'production_plan': pln.name
}, 'name')
wo_doc = frappe.get_doc('Work Order', work_order)
wo_doc.update({
'wip_warehouse': 'Work In Progress - _TC',
})
wo_doc.submit()
so_items = []
for plan_reference in pln.prod_plan_references:
so_items.append(plan_reference.sales_order_item)
so_wo_qty = frappe.db.get_value('Sales Order Item', plan_reference.sales_order_item, 'work_order_qty')
self.assertEqual(so_wo_qty, plan_reference.qty)
wo_doc.cancel()
for so_item in so_items:
so_wo_qty = frappe.db.get_value('Sales Order Item', so_item, 'work_order_qty')
self.assertEqual(so_wo_qty, 0.0)
latest_plan = frappe.get_doc('Production Plan', pln.name)
latest_plan.cancel()
def test_pp_to_mr_customer_provided(self):
#Material Request from Production Plan for Customer Provided
create_item('CUST-0987', is_customer_provided_item = 1, customer = '_Test Customer', is_purchase_item = 0)

957
erpnext/manufacturing/doctype/production_plan_item/production_plan_item.json
View File

@ -1,792 +1,229 @@
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"beta": 0,
"creation": "2013-02-22 01:27:49",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"editable_grid": 1,
"actions": [],
"autoname": "hash",
"creation": "2013-02-22 01:27:49",
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"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,
"translatable": 0,
"unique": 0
},
"fieldname": "reference_section",
"fieldtype": "Section Break",
"label": "Reference"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "sales_order",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Sales Order",
"length": 0,
"no_copy": 0,
"oldfieldname": "source_docname",
"oldfieldtype": "Data",
"options": "Sales Order",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "sales_order",
"fieldtype": "Link",
"label": "Sales Order",
"oldfieldname": "source_docname",
"oldfieldtype": "Data",
"options": "Sales Order",
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "sales_order_item",
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Sales Order Item",
"length": 0,
"no_copy": 1,
"permlevel": 0,
"precision": "",
"print_hide": 1,
"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,
"translatable": 0,
"unique": 0
},
"fieldname": "sales_order_item",
"fieldtype": "Data",
"hidden": 1,
"label": "Sales Order Item",
"no_copy": 1,
"print_hide": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "column_break_19",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_19",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "material_request",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Material Request",
"length": 0,
"no_copy": 0,
"options": "Material Request",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "material_request",
"fieldtype": "Link",
"label": "Material Request",
"options": "Material Request",
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "material_request_item",
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "material_request_item",
"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,
"translatable": 0,
"unique": 0
},
"fieldname": "material_request_item",
"fieldtype": "Data",
"hidden": 1,
"label": "material_request_item"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "product_bundle_item",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Product Bundle Item",
"length": 0,
"no_copy": 1,
"options": "Item",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "product_bundle_item",
"fieldtype": "Link",
"label": "Product Bundle Item",
"no_copy": 1,
"options": "Item",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "item_reference",
"fieldtype": "Data",
"hidden": 1,
"label": "Item Reference"
}
],
"has_web_view": 0,
"hide_toolbar": 0,
"idx": 1,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2019-04-08 23:09:57.199423",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Production Plan Item",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,
"show_name_in_global_search": 0,
"sort_order": "ASC",
"track_changes": 0,
"track_seen": 0,
"track_views": 0
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2021-04-28 19:14:57.772123",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Production Plan Item",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "ASC"
}

0
erpnext/manufacturing/doctype/production_plan_item_reference/__init__.py Normal file
View File

52
erpnext/manufacturing/doctype/production_plan_item_reference/production_plan_item_reference.json Normal file
View File

@ -0,0 +1,52 @@
{
"actions": [],
"creation": "2021-04-22 10:32:58.896330",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"item_reference",
"sales_order",
"sales_order_item",
"qty"
],
"fields": [
{
"fieldname": "sales_order",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Sales Order Reference",
"options": "Sales Order"
},
{
"fieldname": "sales_order_item",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Sales Order Item"
},
{
"fieldname": "qty",
"fieldtype": "Data",
"in_list_view": 1,
"label": "qty"
},
{
"fieldname": "item_reference",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Item Reference"
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2021-05-07 17:03:49.707487",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Production Plan Item Reference",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
erpnext/manufacturing/doctype/production_plan_item_reference/production_plan_item_reference.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2021, 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 ProductionPlanItemReference(Document):
pass

35
erpnext/manufacturing/doctype/work_order/work_order.py
View File

@ -240,8 +240,12 @@ class WorkOrder(Document):
frappe.throw(_("Work-in-Progress Warehouse is required before Submit"))
if not self.fg_warehouse:
frappe.throw(_("For Warehouse is required before Submit"))
if self.production_plan and frappe.db.exists('Production Plan Item Reference',{'parent':self.production_plan}):
self.update_work_order_qty_in_combined_so()
else:
self.update_work_order_qty_in_so()
self.update_work_order_qty_in_so()
self.update_reserved_qty_for_production()
self.update_completed_qty_in_material_request()
self.update_planned_qty()
@ -250,9 +254,13 @@ class WorkOrder(Document):
def on_cancel(self):
self.validate_cancel()
frappe.db.set(self,'status', 'Cancelled')
self.update_work_order_qty_in_so()
if self.production_plan and frappe.db.exists('Production Plan Item Reference',{'parent':self.production_plan}):
self.update_work_order_qty_in_combined_so()
else:
self.update_work_order_qty_in_so()
self.delete_job_card()
self.update_completed_qty_in_material_request()
self.update_planned_qty()
@ -357,7 +365,28 @@ class WorkOrder(Document):
work_order_qty = qty[0][0] if qty and qty[0][0] else 0
frappe.db.set_value('Sales Order Item',
self.sales_order_item, 'work_order_qty', flt(work_order_qty/total_bundle_qty, 2))
def update_work_order_qty_in_combined_so(self):
total_bundle_qty = 1
if self.product_bundle_item:
total_bundle_qty = frappe.db.sql(""" select sum(qty) from
`tabProduct Bundle Item` where parent = %s""", (frappe.db.escape(self.product_bundle_item)))[0][0]
if not total_bundle_qty:
# product bundle is 0 (product bundle allows 0 qty for items)
total_bundle_qty = 1
prod_plan = frappe.get_doc('Production Plan', self.production_plan)
item_reference = frappe.get_value('Production Plan Item', self.production_plan_item, 'sales_order_item')
for plan_reference in prod_plan.prod_plan_references:
work_order_qty = 0.0
if plan_reference.item_reference == item_reference:
if self.docstatus == 1:
work_order_qty = flt(plan_reference.qty) / total_bundle_qty
frappe.db.set_value('Sales Order Item',
plan_reference.sales_order_item, 'work_order_qty', work_order_qty)
def update_completed_qty_in_material_request(self):
if self.material_request:
frappe.get_doc("Material Request", self.material_request).update_completed_qty([self.material_request_item])

2
erpnext/non_profit/doctype/member/member.py
View File

@ -28,7 +28,7 @@ class Member(Document):
def setup_subscription(self):
non_profit_settings = frappe.get_doc('Non Profit Settings')
if not non_profit_settings.enable_razorpay_for_memberships:
frappe.throw('Please check Enable Razorpay for Memberships in {0} to setup subscription').format(
frappe.throw(_('Please check Enable Razorpay for Memberships in {0} to setup subscription')).format(
get_link_to_form('Non Profit Settings', 'Non Profit Settings'))
controller = get_payment_gateway_controller("Razorpay")

2
erpnext/patches.txt
View File

@ -284,6 +284,8 @@ erpnext.patches.v12_0.add_ewaybill_validity_field
erpnext.patches.v13_0.germany_make_custom_fields
erpnext.patches.v13_0.germany_fill_debtor_creditor_number
erpnext.patches.v13_0.set_pos_closing_as_failed
execute:frappe.rename_doc("Workspace", "Loan Management", "Loans", force=True)
erpnext.patches.v13_0.update_timesheet_changes
erpnext.patches.v13_0.add_doctype_to_sla #14-06-2021
erpnext.patches.v13_0.set_training_event_attendance
erpnext.patches.v13_0.rename_issue_status_hold_to_on_hold

3
erpnext/patches/v12_0/purchase_receipt_status.py
View File

@ -19,6 +19,9 @@ def execute():
logger.info("purchase_receipt_status: begin patch, PR count: {}"
.format(len(affected_purchase_receipts)))
frappe.reload_doc("stock", "doctype", "Purchase Receipt")
frappe.reload_doc("stock", "doctype", "Purchase Receipt Item")
for pr in affected_purchase_receipts:
pr_name = pr[0]

20
erpnext/patches/v13_0/rename_issue_status_hold_to_on_hold.py Normal file
View File

@ -0,0 +1,20 @@
# Copyright (c) 2020, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
def execute():
if frappe.db.exists('DocType', 'Issue'):
frappe.reload_doc("support", "doctype", "issue")
rename_status()
def rename_status():
frappe.db.sql("""
UPDATE
`tabIssue`
SET
status = 'On Hold'
WHERE
status = 'Hold'
""")

51
erpnext/payroll/doctype/additional_salary/additional_salary.json
View File

@ -7,25 +7,30 @@
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"employee_details_section",
"naming_series",
"employee",
"employee_name",
"salary_component",
"type",
"amount",
"ref_doctype",
"ref_docname",
"amended_from",
"column_break_5",
"company",
"department",
"salary_details_section",
"salary_component",
"type",
"currency",
"amount",
"column_break_13",
"is_recurring",
"payroll_date",
"from_date",
"to_date",
"payroll_date",
"is_recurring",
"properties_and_references_section",
"deduct_full_tax_on_selected_payroll_date",
"ref_doctype",
"ref_docname",
"column_break_22",
"overwrite_salary_structure_amount",
"deduct_full_tax_on_selected_payroll_date"
"amended_from"
],
"fields": [
{
@ -81,7 +86,7 @@
},
{
"depends_on": "eval:(doc.is_recurring==0)",
"description": "Date on which this component is applied",
"description": "The date on which Salary Component with Amount will contribute for Earnings/Deduction in Salary Slip. ",
"fieldname": "payroll_date",
"fieldtype": "Date",
"in_list_view": 1,
@ -159,6 +164,7 @@
"fieldname": "ref_docname",
"fieldtype": "Dynamic Link",
"label": "Reference Document",
"no_copy": 1,
"options": "ref_doctype",
"read_only": 1
},
@ -171,11 +177,34 @@
"print_hide": 1,
"read_only": 1,
"reqd": 1
},
{
"fieldname": "employee_details_section",
"fieldtype": "Section Break",
"label": "Employee Details"
},
{
"fieldname": "column_break_13",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_22",
"fieldtype": "Column Break"
},
{
"fieldname": "salary_details_section",
"fieldtype": "Section Break",
"label": "Salary Details"
},
{
"fieldname": "properties_and_references_section",
"fieldtype": "Section Break",
"label": "Properties and References"
}
],
"is_submittable": 1,
"links": [],
"modified": "2021-03-31 22:33:59.098532",
"modified": "2021-05-26 11:10:00.812698",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Additional Salary",

12
erpnext/public/js/controllers/accounts.js
View File

@ -156,31 +156,31 @@ cur_frm.cscript.validate_taxes_and_charges = function(cdt, cdn) {
var d = locals[cdt][cdn];
var msg = "";
if(d.account_head && !d.description) {
if (d.account_head && !d.description) {
// set description from account head
d.description = d.account_head.split(' - ').slice(0, -1).join(' - ');
}
if(!d.charge_type && (d.row_id || d.rate || d.tax_amount)) {
if (!d.charge_type && (d.row_id || d.rate || d.tax_amount)) {
msg = __("Please select Charge Type first");
d.row_id = "";
d.rate = d.tax_amount = 0.0;
} else if((d.charge_type == 'Actual' || d.charge_type == 'On Net Total') && d.row_id) {
} else if ((d.charge_type == 'Actual' || d.charge_type == 'On Net Total' || d.charge_type == 'On Paid Amount') && d.row_id) {
msg = __("Can refer row only if the charge type is 'On Previous Row Amount' or 'Previous Row Total'");
d.row_id = "";
} else if((d.charge_type == 'On Previous Row Amount' || d.charge_type == 'On Previous Row Total') && d.row_id) {
} else if ((d.charge_type == 'On Previous Row Amount' || d.charge_type == 'On Previous Row Total') && d.row_id) {
if (d.idx == 1) {
msg = __("Cannot select charge type as 'On Previous Row Amount' or 'On Previous Row Total' for first row");
d.charge_type = '';
} else if (!d.row_id) {
msg = __("Please specify a valid Row ID for row {0} in table {1}", [d.idx, __(d.doctype)]);
d.row_id = "";
} else if(d.row_id && d.row_id >= d.idx) {
} else if (d.row_id && d.row_id >= d.idx) {
msg = __("Cannot refer row number greater than or equal to current row number for this Charge type");
d.row_id = "";
}
}
if(msg) {
if (msg) {
frappe.validated = false;
refresh_field("taxes");
frappe.throw(msg);

91
erpnext/public/js/controllers/taxes_and_totals.js
View File

@ -12,7 +12,7 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
if (in_list(["Sales Order", "Quotation"], item.parenttype) && item.blanket_order_rate) {
effective_item_rate = item.blanket_order_rate;
}
if(item.margin_type == "Percentage"){
if (item.margin_type == "Percentage") {
item.rate_with_margin = flt(effective_item_rate)
+ flt(effective_item_rate) * ( flt(item.margin_rate_or_amount) / 100);
} else {
@ -22,7 +22,7 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
item_rate = flt(item.rate_with_margin , precision("rate", item));
if(item.discount_percentage){
if (item.discount_percentage) {
item.discount_amount = flt(item.rate_with_margin) * flt(item.discount_percentage) / 100;
}
@ -73,15 +73,18 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
}
_calculate_taxes_and_totals() {
this.validate_conversion_rate();
this.calculate_item_values();
this.initialize_taxes();
this.determine_exclusive_rate();
this.calculate_net_total();
this.calculate_taxes();
this.manipulate_grand_total_for_inclusive_tax();
this.calculate_totals();
this._cleanup();
frappe.run_serially([
() => this.validate_conversion_rate(),
() => this.calculate_item_values(),
() => this.update_item_tax_map(),
() => this.initialize_taxes(),
() => this.determine_exclusive_rate(),
() => this.calculate_net_total(),
() => this.calculate_taxes(),
() => this.manipulate_grand_total_for_inclusive_tax(),
() => this.calculate_totals(),
() => this._cleanup()
]);
}
validate_conversion_rate() {
@ -265,6 +268,65 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
frappe.model.round_floats_in(this.frm.doc, ["total", "base_total", "net_total", "base_net_total"]);
}
update_item_tax_map: function() {
let me = this;
let item_codes = [];
let item_rates = {};
$.each(this.frm.doc.items || [], function(i, item) {
if (item.item_code) {
// Use combination of name and item code in case same item is added multiple times
item_codes.push([item.item_code, item.name]);
item_rates[item.name] = item.net_rate;
}
});
if (item_codes.length) {
return this.frm.call({
method: "erpnext.stock.get_item_details.get_item_tax_info",
args: {
company: me.frm.doc.company,
tax_category: cstr(me.frm.doc.tax_category),
item_codes: item_codes,
item_rates: item_rates
},
callback: function(r) {
if (!r.exc) {
$.each(me.frm.doc.items || [], function(i, item) {
if (item.name && r.message.hasOwnProperty(item.name)) {
item.item_tax_template = r.message[item.name].item_tax_template;
item.item_tax_rate = r.message[item.name].item_tax_rate;
me.add_taxes_from_item_tax_template(item.item_tax_rate);
} else {
item.item_tax_template = "";
item.item_tax_rate = "{}";
}
});
}
}
});
}
},
add_taxes_from_item_tax_template: function(item_tax_map) {
let me = this;
if (item_tax_map && cint(frappe.defaults.get_default("add_taxes_from_item_tax_template"))) {
if (typeof (item_tax_map) == "string") {
item_tax_map = JSON.parse(item_tax_map);
}
$.each(item_tax_map, function(tax, rate) {
let found = (me.frm.doc.taxes || []).find(d => d.account_head === tax);
if (!found) {
let child = frappe.model.add_child(me.frm.doc, "taxes");
child.charge_type = "On Net Total";
child.account_head = tax;
child.rate = 0;
}
});
}
},
calculate_taxes() {
var me = this;
this.frm.doc.rounding_adjustment = 0;
@ -408,6 +470,11 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
let tax_detail = tax.item_wise_tax_detail;
let key = item.item_code || item.item_name;
if(typeof (tax_detail) == "string") {
tax.item_wise_tax_detail = JSON.parse(tax.item_wise_tax_detail);
tax_detail = tax.item_wise_tax_detail;
}
let item_wise_tax_amount = current_tax_amount * this.frm.doc.conversion_rate;
if (tax_detail && tax_detail[key])
item_wise_tax_amount += tax_detail[key][1];
@ -564,6 +631,8 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
tax.item_wise_tax_detail = JSON.stringify(tax.item_wise_tax_detail);
});
}
this.frm.refresh_fields();
}
set_discount_amount() {

195
erpnext/public/js/controllers/transaction.js
View File

@ -6,6 +6,7 @@ frappe.provide('erpnext.accounts.dimensions');
erpnext.TransactionController = class TransactionController extends erpnext.taxes_and_totals {
setup() {
super.setup();
let me = this;
frappe.flags.hide_serial_batch_dialog = true;
frappe.ui.form.on(this.frm.doctype + " Item", "rate", function(frm, cdt, cdn) {
var item = frappe.get_doc(cdt, cdn);
@ -43,8 +44,6 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
cur_frm.cscript.calculate_stock_uom_rate(frm, cdt, cdn);
});
frappe.ui.form.on(this.frm.cscript.tax_table, "rate", function(frm, cdt, cdn) {
cur_frm.cscript.calculate_taxes_and_totals();
});
@ -121,7 +120,6 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
}
});
var me = this;
if(this.frm.fields_dict["items"].grid.get_field('batch_no')) {
this.frm.set_query("batch_no", "items", function(doc, cdt, cdn) {
return me.set_query_for_batch(doc, cdt, cdn);
@ -261,11 +259,19 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
if(!in_list(["Delivery Note", "Sales Invoice", "Purchase Receipt", "Purchase Invoice"], this.frm.doc.doctype)) {
return;
}
var me = this;
var inspection_type = in_list(["Purchase Receipt", "Purchase Invoice"], this.frm.doc.doctype)
const me = this;
if (!this.frm.is_new() && this.frm.doc.docstatus === 0) {
this.frm.add_custom_button(__("Quality Inspection(s)"), () => {
me.make_quality_inspection();
}, __("Create"));
this.frm.page.set_inner_btn_group_as_primary(__('Create'));
}
const inspection_type = in_list(["Purchase Receipt", "Purchase Invoice"], this.frm.doc.doctype)
? "Incoming" : "Outgoing";
var quality_inspection_field = this.frm.get_docfield("items", "quality_inspection");
let quality_inspection_field = this.frm.get_docfield("items", "quality_inspection");
quality_inspection_field.get_route_options_for_new_doc = function(row) {
if(me.frm.is_new()) return;
return {
@ -280,7 +286,7 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
}
this.frm.set_query("quality_inspection", "items", function(doc, cdt, cdn) {
var d = locals[cdt][cdn];
let d = locals[cdt][cdn];
return {
filters: {
docstatus: 1,
@ -556,6 +562,7 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
name: me.frm.doc.name,
project: item.project || me.frm.doc.project,
qty: item.qty || 1,
net_rate: item.rate,
stock_qty: item.stock_qty,
conversion_factor: item.conversion_factor,
weight_per_unit: item.weight_per_unit,
@ -835,9 +842,9 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
frappe.run_serially([
() => me.frm.script_manager.trigger("currency"),
() => me.update_item_tax_map(),
() => me.apply_default_taxes(),
() => me.apply_pricing_rule()
() => me.apply_pricing_rule(),
() => me.calculate_taxes_and_totals()
]);
}
}
@ -953,15 +960,15 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
(this.frm.doc.payment_schedule && this.frm.doc.payment_schedule.length)) {
var message1 = "";
var message2 = "";
var final_message = "Please clear the ";
var final_message = __("Please clear the") + " ";
if (this.frm.doc.payment_terms_template) {
message1 = "selected Payment Terms Template";
message1 = __("selected Payment Terms Template");
final_message = final_message + message1;
}
if ((this.frm.doc.payment_schedule || []).length) {
message2 = "Payment Schedule Table";
message2 = __("Payment Schedule Table");
if (message1.length !== 0) message2 = " and " + message2;
final_message = final_message + message2;
}
@ -1816,7 +1823,6 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
callback: function(r) {
if(!r.exc) {
item.item_tax_rate = r.message;
me.add_taxes_from_item_tax_template(item.item_tax_rate);
me.calculate_taxes_and_totals();
}
}
@ -1827,43 +1833,6 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
}
}
update_item_tax_map() {
var me = this;
var item_codes = [];
$.each(this.frm.doc.items || [], function(i, item) {
if(item.item_code) {
item_codes.push(item.item_code);
}
});
if(item_codes.length) {
return this.frm.call({
method: "erpnext.stock.get_item_details.get_item_tax_info",
args: {
company: me.frm.doc.company,
tax_category: cstr(me.frm.doc.tax_category),
item_codes: item_codes
},
callback: function(r) {
if(!r.exc) {
$.each(me.frm.doc.items || [], function(i, item) {
if(item.item_code && r.message.hasOwnProperty(item.item_code)) {
if (!item.item_tax_template) {
item.item_tax_template = r.message[item.item_code].item_tax_template;
item.item_tax_rate = r.message[item.item_code].item_tax_rate;
}
me.add_taxes_from_item_tax_template(item.item_tax_rate);
} else {
item.item_tax_template = "";
item.item_tax_rate = "{}";
}
});
me.calculate_taxes_and_totals();
}
}
});
}
}
is_recurring() {
// set default values for recurring documents
@ -1949,7 +1918,131 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
});
}
get_method_for_payment(){
make_quality_inspection: function () {
let data = [];
const fields = [
{
label: "Items",
fieldtype: "Table",
fieldname: "items",
cannot_add_rows: true,
in_place_edit: true,
data: data,
get_data: () => {
return data;
},
fields: [
{
fieldtype: "Data",
fieldname: "docname",
hidden: true
},
{
fieldtype: "Read Only",
fieldname: "item_code",
label: __("Item Code"),
in_list_view: true
},
{
fieldtype: "Read Only",
fieldname: "item_name",
label: __("Item Name"),
in_list_view: true
},
{
fieldtype: "Float",
fieldname: "qty",
label: __("Accepted Quantity"),
in_list_view: true,
read_only: true
},
{
fieldtype: "Float",
fieldname: "sample_size",
label: __("Sample Size"),
reqd: true,
in_list_view: true
},
{
fieldtype: "Data",
fieldname: "description",
label: __("Description"),
hidden: true
},
{
fieldtype: "Data",
fieldname: "serial_no",
label: __("Serial No"),
hidden: true
},
{
fieldtype: "Data",
fieldname: "batch_no",
label: __("Batch No"),
hidden: true
}
]
}
];
const me = this;
const dialog = new frappe.ui.Dialog({
title: __("Select Items for Quality Inspection"),
fields: fields,
primary_action: function () {
const data = dialog.get_values();
frappe.call({
method: "erpnext.controllers.stock_controller.make_quality_inspections",
args: {
doctype: me.frm.doc.doctype,
docname: me.frm.doc.name,
items: data.items
},
freeze: true,
callback: function (r) {
if (r.message.length > 0) {
if (r.message.length === 1) {
frappe.set_route("Form", "Quality Inspection", r.message[0]);
} else {
frappe.route_options = {
"reference_type": me.frm.doc.doctype,
"reference_name": me.frm.doc.name
};
frappe.set_route("List", "Quality Inspection");
}
}
dialog.hide();
}
});
},
primary_action_label: __("Create")
});
this.frm.doc.items.forEach(item => {
if (!item.quality_inspection) {
let dialog_items = dialog.fields_dict.items;
dialog_items.df.data.push({
"docname": item.name,
"item_code": item.item_code,
"item_name": item.item_name,
"qty": item.qty,
"description": item.description,
"serial_no": item.serial_no,
"batch_no": item.batch_no
});
dialog_items.grid.refresh();
}
});
data = dialog.fields_dict.items.df.data;
if (!data.length) {
frappe.msgprint(__("All items in this document already have a linked Quality Inspection."));
} else {
dialog.show();
}
},
get_method_for_payment: function(){
var method = "erpnext.accounts.doctype.payment_entry.payment_entry.get_payment_entry";
if(cur_frm.doc.__onload && cur_frm.doc.__onload.make_payment_via_journal_entry){
if(in_list(['Sales Invoice', 'Purchase Invoice'], cur_frm.doc.doctype)){

26
erpnext/public/js/help_links.js
View File

@ -644,14 +644,14 @@ frappe.help.help_links["List/Payment Request"] = [
frappe.help.help_links["List/Asset"] = [
{
label: "Managing Fixed Assets",
url: docsUrl + "user/manual/en/accounts/managing-fixed-assets",
url: docsUrl + "user/manual/en/accounts/opening-balance/fixed_assets",
},
];
frappe.help.help_links["List/Asset Category"] = [
{
label: "Asset Category",
url: docsUrl + "user/manual/en/accounts/managing-fixed-assets",
url: docsUrl + "user/manual/en/asset/asset-category",
},
];
@ -663,7 +663,7 @@ frappe.help.help_links["List/Item"] = [
{ label: "Item", url: docsUrl + "user/manual/en/stock/item" },
{
label: "Item Price",
url: docsUrl + "user/manual/en/stock/item/item-price",
url: docsUrl + "user/manual/en/stock/item-price",
},
{
label: "Barcode",
@ -672,25 +672,25 @@ frappe.help.help_links["List/Item"] = [
},
{
label: "Item Wise Taxation",
url: docsUrl + "user/manual/en/accounts/item-wise-taxation",
url: docsUrl + "user/manual/en/accounts/item-tax-template",
},
{
label: "Managing Fixed Assets",
url: docsUrl + "user/manual/en/accounts/managing-fixed-assets",
url: docsUrl + "user/manual/en/accounts/opening-balance/fixed_assets",
},
{
label: "Item Codification",
url: docsUrl + "user/manual/en/stock/item/item-codification",
url: docsUrl + "user/manual/en/stock/articles/item-codification",
},
{
label: "Item Variants",
url: docsUrl + "user/manual/en/stock/item/item-variants",
url: docsUrl + "user/manual/en/stock/item-variants",
},
{
label: "Item Valuation",
url:
docsUrl +
"user/manual/en/stock/item/item-valuation-fifo-and-moving-average",
"user/manual/en/stock/articles/item-valuation-fifo-and-moving-average",
},
];
@ -698,7 +698,7 @@ frappe.help.help_links["Form/Item"] = [
{ label: "Item", url: docsUrl + "user/manual/en/stock/item" },
{
label: "Item Price",
url: docsUrl + "user/manual/en/stock/item/item-price",
url: docsUrl + "user/manual/en/stock/item-price",
},
{
label: "Barcode",
@ -707,19 +707,19 @@ frappe.help.help_links["Form/Item"] = [
},
{
label: "Item Wise Taxation",
url: docsUrl + "user/manual/en/accounts/item-wise-taxation",
url: docsUrl + "user/manual/en/accounts/item-tax-template",
},
{
label: "Managing Fixed Assets",
url: docsUrl + "user/manual/en/accounts/managing-fixed-assets",
url: docsUrl + "user/manual/en/accounts/opening-balance/fixed_assets",
},
{
label: "Item Codification",
url: docsUrl + "user/manual/en/stock/item/item-codification",
url: docsUrl + "user/manual/en/stock/articles/item-codification",
},
{
label: "Item Variants",
url: docsUrl + "user/manual/en/stock/item/item-variants",
url: docsUrl + "user/manual/en/stock/item-variants",
},
{
label: "Item Valuation",

126
erpnext/public/js/payment/payments.js
View File

@ -13,17 +13,16 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
this.$body = this.dialog.body;
this.set_payment_primary_action();
this.make_keyboard();
this.select_text()
this.select_text();
}
select_text(){
var me = this;
$(this.$body).find('.form-control').click(function(){
select_text() {
$(this.$body).find('.form-control').click(function() {
$(this).select();
})
});
}
set_payment_primary_action(){
set_payment_primary_action: function() {
var me = this;
this.dialog.set_primary_action(__("Submit"), function() {
@ -50,8 +49,8 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
make_multimode_payment(){
var me = this;
if(this.frm.doc.change_amount > 0){
me.payment_val = me.doc.outstanding_amount
if (this.frm.doc.change_amount > 0) {
me.payment_val = me.doc.outstanding_amount;
}
this.payments = frappe.model.add_child(this.frm.doc, 'Multi Mode Payment', "payments");
@ -62,8 +61,8 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
show_payment_details(){
var me = this;
var multimode_payments = $(this.$body).find('.multimode-payments').empty();
if(this.frm.doc.payments.length){
$.each(this.frm.doc.payments, function(index, data){
if (this.frm.doc.payments.length) {
$.each(this.frm.doc.payments, function(index, data) {
$(frappe.render_template('payment_details', {
mode_of_payment: data.mode_of_payment,
amount: data.amount,
@ -86,14 +85,14 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
set_outstanding_amount(){
this.selected_mode = $(this.$body).find(repl("input[idx='%(idx)s']",{'idx': this.idx}));
this.highlight_selected_row()
this.payment_val = 0.0
if(this.frm.doc.outstanding_amount > 0 && flt(this.selected_mode.val()) == 0.0){
this.highlight_selected_row();
this.payment_val = 0.0;
if (this.frm.doc.outstanding_amount > 0 && flt(this.selected_mode.val()) == 0.0) {
//When user first time click on row
this.payment_val = flt(this.frm.doc.outstanding_amount / this.frm.doc.conversion_rate, precision("outstanding_amount"))
this.selected_mode.val(format_currency(this.payment_val, this.frm.doc.currency));
this.update_payment_amount()
}else if(flt(this.selected_mode.val()) > 0){
this.update_payment_amount();
} else if (flt(this.selected_mode.val()) > 0) {
//If user click on existing row which has value
this.payment_val = flt(this.selected_mode.val());
}
@ -110,66 +109,65 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
bind_form_control_event(){
var me = this;
$(this.$body).find('.pos-payment-row').click(function(){
$(this.$body).find('.pos-payment-row').click(function() {
me.idx = $(this).attr("idx");
me.set_outstanding_amount()
})
me.set_outstanding_amount();
});
$(this.$body).find('.form-control').click(function(){
$(this.$body).find('.form-control').click(function() {
me.idx = $(this).attr("idx");
me.set_outstanding_amount();
me.update_paid_amount(true);
})
});
$(this.$body).find('.write_off_amount').change(function(){
$(this.$body).find('.write_off_amount').change(function() {
me.write_off_amount(flt($(this).val()), precision("write_off_amount"));
})
});
$(this.$body).find('.change_amount').change(function(){
$(this.$body).find('.change_amount').change(function() {
me.change_amount(flt($(this).val()), precision("change_amount"));
})
}
});
},
highlight_selected_row(){
var me = this;
var selected_row = $(this.$body).find(repl(".pos-payment-row[idx='%(idx)s']",{'idx': this.idx}));
$(this.$body).find('.pos-payment-row').removeClass('selected-payment-mode')
selected_row.addClass('selected-payment-mode')
highlight_selected_row() {
var selected_row = $(this.$body).find(repl(".pos-payment-row[idx='%(idx)s']", {'idx': this.idx}));
$(this.$body).find('.pos-payment-row').removeClass('selected-payment-mode');
selected_row.addClass('selected-payment-mode');
$(this.$body).find('.amount').attr('disabled', true);
this.selected_mode.attr('disabled', false);
}
},
bind_numeric_keys_event(){
bind_numeric_keys_event: function() {
var me = this;
$(this.$body).find('.pos-keyboard-key').click(function(){
me.payment_val += $(this).text();
me.selected_mode.val(format_currency(me.payment_val, me.frm.doc.currency))
me.idx = me.selected_mode.attr("idx")
me.update_paid_amount()
})
me.selected_mode.val(format_currency(me.payment_val, me.frm.doc.currency));
me.idx = me.selected_mode.attr("idx");
me.update_paid_amount();
});
$(this.$body).find('.delete-btn').click(function(){
$(this.$body).find('.delete-btn').click(function() {
me.payment_val = cstr(flt(me.selected_mode.val())).slice(0, -1);
me.selected_mode.val(format_currency(me.payment_val, me.frm.doc.currency));
me.idx = me.selected_mode.attr("idx")
me.idx = me.selected_mode.attr("idx");
me.update_paid_amount();
})
}
bind_amount_change_event(){
bind_amount_change_event() {
var me = this;
this.selected_mode.change(function(){
this.selected_mode.change(function() {
me.payment_val = flt($(this).val()) || 0.0;
me.selected_mode.val(format_currency(me.payment_val, me.frm.doc.currency))
me.idx = me.selected_mode.attr("idx")
me.update_payment_amount()
})
me.selected_mode.val(format_currency(me.payment_val, me.frm.doc.currency));
me.idx = me.selected_mode.attr("idx");
me.update_payment_amount();
});
}
clear_amount() {
var me = this;
$(this.$body).find('.clr').click(function(e){
$(this.$body).find('.clr').click(function(e) {
e.stopPropagation();
me.idx = $(this).attr("idx");
me.selected_mode = $(me.$body).find(repl("input[idx='%(idx)s']",{'idx': me.idx}));
@ -177,50 +175,48 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
me.selected_mode.val(0.0);
me.highlight_selected_row();
me.update_payment_amount();
})
});
}
write_off_amount(write_off_amount) {
var me = this;
this.frm.doc.write_off_amount = flt(write_off_amount, precision("write_off_amount"));
this.frm.doc.base_write_off_amount = flt(this.frm.doc.write_off_amount * this.frm.doc.conversion_rate,
precision("base_write_off_amount"));
this.calculate_outstanding_amount(false)
this.show_amounts()
this.calculate_outstanding_amount(false);
this.show_amounts();
}
change_amount(change_amount) {
var me = this;
this.frm.doc.change_amount = flt(change_amount, precision("change_amount"));
this.calculate_write_off_amount()
this.show_amounts()
}
this.calculate_write_off_amount();
this.show_amounts();
},
update_paid_amount(update_write_off) {
var me = this;
if(in_list(['change_amount', 'write_off_amount'], this.idx)){
if (in_list(['change_amount', 'write_off_amount'], this.idx)) {
var value = me.selected_mode.val();
if(me.idx == 'change_amount'){
me.change_amount(value)
} else{
if (me.idx == 'change_amount') {
me.change_amount(value);
} else {
if(flt(value) == 0 && update_write_off && me.frm.doc.outstanding_amount > 0) {
value = flt(me.frm.doc.outstanding_amount / me.frm.doc.conversion_rate, precision(me.idx));
}
me.write_off_amount(value)
me.write_off_amount(value);
}
}else{
this.update_payment_amount()
} else {
this.update_payment_amount();
}
}
update_payment_amount(){
var me = this;
$.each(this.frm.doc.payments, function(index, data){
if(cint(me.idx) == cint(data.idx)){
data.amount = flt(me.selected_mode.val(), 2)
$.each(this.frm.doc.payments, function(index, data) {
if (cint(me.idx) == cint(data.idx)) {
data.amount = flt(me.selected_mode.val(), 2);
}
})
@ -232,8 +228,8 @@ erpnext.payments = class payments extends erpnext.stock.StockController {
var me = this;
$(this.$body).find(".write_off_amount").val(format_currency(this.frm.doc.write_off_amount, this.frm.doc.currency));
$(this.$body).find('.paid_amount').text(format_currency(this.frm.doc.paid_amount, this.frm.doc.currency));
$(this.$body).find('.change_amount').val(format_currency(this.frm.doc.change_amount, this.frm.doc.currency))
$(this.$body).find('.outstanding_amount').text(format_currency(this.frm.doc.outstanding_amount, frappe.get_doc(":Company", this.frm.doc.company).default_currency))
$(this.$body).find('.change_amount').val(format_currency(this.frm.doc.change_amount, this.frm.doc.currency));
$(this.$body).find('.outstanding_amount').text(format_currency(this.frm.doc.outstanding_amount, frappe.get_doc(":Company", this.frm.doc.company).default_currency));
this.update_invoice();
}
}

32
erpnext/regional/india/e_invoice/utils.py
View File

@ -38,7 +38,7 @@ def validate_eligibility(doc):
einvoicing_eligible_from = frappe.db.get_single_value('E Invoice Settings', 'applicable_from') or '2021-04-01'
if getdate(doc.get('posting_date')) < getdate(einvoicing_eligible_from):
return False
invalid_company = not frappe.db.get_value('E Invoice User', { 'company': doc.get('company') })
invalid_supply_type = doc.get('gst_category') not in ['Registered Regular', 'SEZ', 'Overseas', 'Deemed Export']
company_transaction = doc.get('billing_address_gstin') == doc.get('company_gstin')
@ -135,7 +135,7 @@ def validate_address_fields(address, is_shipping_address):
def get_party_details(address_name, is_shipping_address=False):
addr = frappe.get_doc('Address', address_name)
validate_address_fields(addr, is_shipping_address)
if addr.gst_state_number == 97:
@ -188,18 +188,13 @@ def get_item_list(invoice):
item.qty = abs(item.qty)
if invoice.apply_discount_on == 'Net Total' and invoice.discount_amount:
item.discount_amount = abs(item.base_amount - item.base_net_amount)
else:
item.discount_amount = 0
item.unit_rate = abs((abs(item.taxable_value) - item.discount_amount)/ item.qty)
item.gross_amount = abs(item.taxable_value) + item.discount_amount
item.taxable_value = abs(item.taxable_value)
item.batch_expiry_date = frappe.db.get_value('Batch', d.batch_no, 'expiry_date') if d.batch_no else None
item.batch_expiry_date = format_date(item.batch_expiry_date, 'dd/mm/yyyy') if item.batch_expiry_date else None
item.is_service_item = 'N' if frappe.db.get_value('Item', d.item_code, 'is_stock_item') else 'Y'
item.is_service_item = 'Y' if item.gst_hsn_code and item.gst_hsn_code[:2] == "99" else 'N'
item.serial_no = ""
item = update_item_taxes(invoice, item)
@ -254,18 +249,8 @@ def update_item_taxes(invoice, item):
def get_invoice_value_details(invoice):
invoice_value_details = frappe._dict(dict())
if invoice.apply_discount_on == 'Net Total' and invoice.discount_amount:
# Discount already applied on net total which means on items
invoice_value_details.base_total = abs(sum([i.taxable_value for i in invoice.get('items')]))
invoice_value_details.invoice_discount_amt = 0
elif invoice.apply_discount_on == 'Grand Total' and invoice.discount_amount:
invoice_value_details.invoice_discount_amt = invoice.base_discount_amount
invoice_value_details.base_total = abs(sum([i.taxable_value for i in invoice.get('items')]))
else:
invoice_value_details.base_total = abs(sum([i.taxable_value for i in invoice.get('items')]))
# since tax already considers discount amount
invoice_value_details.invoice_discount_amt = 0
invoice_value_details.base_total = abs(sum([i.taxable_value for i in invoice.get('items')]))
invoice_value_details.invoice_discount_amt = 0
invoice_value_details.round_off = invoice.base_rounding_adjustment
invoice_value_details.base_grand_total = abs(invoice.base_rounded_total) or abs(invoice.base_grand_total)
@ -287,8 +272,7 @@ def update_invoice_taxes(invoice, invoice_value_details):
considered_rows = []
for t in invoice.taxes:
tax_amount = t.base_tax_amount if (invoice.apply_discount_on == 'Grand Total' and invoice.discount_amount) \
else t.base_tax_amount_after_discount_amount
tax_amount = t.base_tax_amount_after_discount_amount
if t.account_head in gst_accounts_list:
if t.account_head in gst_accounts.cess_account:
# using after discount amt since item also uses after discount amt for cess calc
@ -995,7 +979,7 @@ class GSPConnector():
self.invoice.failure_description = self.get_failure_message(errors) if errors else ""
self.update_invoice()
frappe.db.commit()
def get_failure_message(self, errors):
if isinstance(errors, list):
errors = ', '.join(errors)
@ -1052,7 +1036,7 @@ def generate_einvoices(docnames):
_('{} e-invoices generated successfully').format(success),
title=_('Bulk E-Invoice Generation Complete')
)
else:
enqueue_bulk_action(schedule_bulk_generate_irn, docnames=docnames)

8
erpnext/regional/india/utils.py
View File

@ -817,12 +817,8 @@ def update_taxable_values(doc, method):
considered_rows.append(prev_row_id)
for item in doc.get('items'):
if doc.apply_discount_on == 'Grand Total' and doc.discount_amount:
proportionate_value = item.base_amount if doc.base_total else item.qty
total_value = doc.base_total if doc.base_total else doc.total_qty
else:
proportionate_value = item.base_net_amount if doc.base_net_total else item.qty
total_value = doc.base_net_total if doc.base_net_total else doc.total_qty
proportionate_value = item.base_net_amount if doc.base_net_total else item.qty
total_value = doc.base_net_total if doc.base_net_total else doc.total_qty
applicable_charges = flt(flt(proportionate_value * (flt(additional_taxes) / flt(total_value)),
item.precision('taxable_value')))

45
erpnext/regional/report/gstr_1/gstr_1.py
View File

@ -147,6 +147,13 @@ class Gstr1Report(object):
def get_invoice_data(self):
self.invoices = frappe._dict()
conditions = self.get_conditions()
company_gstins = get_company_gstin_number(self.filters.get('company'), all_gstins=True)
self.filters.update({
'company_gstins': company_gstins
})
invoice_data = frappe.db.sql("""
select
{select_columns}
@ -193,6 +200,9 @@ class Gstr1Report(object):
elif self.filters.get("type_of_business") == "EXPORT":
conditions += """ AND is_return !=1 and gst_category = 'Overseas' """
conditions += " AND billing_address_gstin NOT IN %(company_gstins)s"
return conditions
def get_invoice_items(self):
@ -574,7 +584,7 @@ class Gstr1Report(object):
def get_json(filters, report_name, data):
filters = json.loads(filters)
report_data = json.loads(data)
gstin = get_company_gstin_number(filters["company"])
gstin = get_company_gstin_number(filters["company"], filters["company_address"])
fp = "%02d%s" % (getdate(filters["to_date"]).month, getdate(filters["to_date"]).year)
@ -810,23 +820,30 @@ def get_rate_and_tax_details(row, gstin):
return {"num": int(num), "itm_det": itm_det}
def get_company_gstin_number(company):
filters = [
["is_your_company_address", "=", 1],
["Dynamic Link", "link_doctype", "=", "Company"],
["Dynamic Link", "link_name", "=", company],
["Dynamic Link", "parenttype", "=", "Address"],
]
def get_company_gstin_number(company, address=None, all_gstins=False):
gstin = ''
if address:
gstin = frappe.db.get_value("Address", address, "gstin")
gstin = frappe.get_all("Address", filters=filters, fields=["gstin"])
if not gstin:
filters = [
["is_your_company_address", "=", 1],
["Dynamic Link", "link_doctype", "=", "Company"],
["Dynamic Link", "link_name", "=", company],
["Dynamic Link", "parenttype", "=", "Address"],
]
gstin = frappe.get_all("Address", filters=filters, pluck="gstin")
if gstin and not all_gstins:
gstin = gstin[0]
if gstin:
return gstin[0]["gstin"]
else:
frappe.throw(_("Please set valid GSTIN No. in Company Address for company {0}").format(
frappe.bold(company)
if not gstin:
address = frappe.bold(address) if address else ""
frappe.throw(_("Please set valid GSTIN No. in Company Address {} for company {}").format(
address, frappe.bold(company)
))
return gstin
@frappe.whitelist()
def download_json_file():
''' download json content in a file '''

102
erpnext/selling/page/point_of_sale/point_of_sale.py
View File

@ -8,39 +8,52 @@ from frappe.utils import cint
from erpnext.accounts.doctype.pos_profile.pos_profile import get_item_groups
from erpnext.accounts.doctype.pos_invoice.pos_invoice import get_stock_availability
from six import string_types
def search_by_term(search_term, warehouse, price_list):
result = search_for_serial_or_batch_or_barcode_number(search_term) or {}
item_code = result.get("item_code") or search_term
serial_no = result.get("serial_no") or ""
batch_no = result.get("batch_no") or ""
barcode = result.get("barcode") or ""
if result:
item_info = frappe.db.get_value("Item", item_code,
["name as item_code", "item_name", "description", "stock_uom", "image as item_image", "is_stock_item"],
as_dict=1)
item_stock_qty = get_stock_availability(item_code, warehouse)
price_list_rate, currency = frappe.db.get_value('Item Price', {
'price_list': price_list,
'item_code': item_code
}, ["price_list_rate", "currency"]) or [None, None]
item_info.update({
'serial_no': serial_no,
'batch_no': batch_no,
'barcode': barcode,
'price_list_rate': price_list_rate,
'currency': currency,
'actual_qty': item_stock_qty
})
return {'items': [item_info]}
@frappe.whitelist()
def get_items(start, page_length, price_list, item_group, pos_profile, search_value=""):
data = dict()
def get_items(start, page_length, price_list, item_group, pos_profile, search_term=""):
warehouse, hide_unavailable_items = frappe.db.get_value(
'POS Profile', pos_profile, ['warehouse', 'hide_unavailable_items'])
result = []
allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock')
warehouse, hide_unavailable_items = frappe.db.get_value('POS Profile', pos_profile, ['warehouse', 'hide_unavailable_items'])
if search_term:
result = search_by_term(search_term, warehouse, price_list) or []
if result:
return result
if not frappe.db.exists('Item Group', item_group):
item_group = get_root_of('Item Group')
if search_value:
data = search_serial_or_batch_or_barcode_number(search_value)
item_code = data.get("item_code") if data.get("item_code") else search_value
serial_no = data.get("serial_no") if data.get("serial_no") else ""
batch_no = data.get("batch_no") if data.get("batch_no") else ""
barcode = data.get("barcode") if data.get("barcode") else ""
if data:
item_info = frappe.db.get_value(
"Item", data.get("item_code"),
["name as item_code", "item_name", "description", "stock_uom", "image as item_image", "is_stock_item"]
, as_dict=1)
item_info.setdefault('serial_no', serial_no)
item_info.setdefault('batch_no', batch_no)
item_info.setdefault('barcode', barcode)
return { 'items': [item_info] }
condition = get_conditions(item_code, serial_no, batch_no, barcode)
condition = get_conditions(search_term)
condition += get_item_group_condition(pos_profile)
lft, rgt = frappe.db.get_value('Item Group', item_group, ['lft', 'rgt'])
@ -62,7 +75,6 @@ def get_items(start, page_length, price_list, item_group, pos_profile, search_va
`tabItem` item {bin_join_selection}
WHERE
item.disabled = 0
AND item.is_stock_item = 1
AND item.has_variants = 0
AND item.is_sales_item = 1
AND item.is_fixed_asset = 0
@ -84,6 +96,7 @@ def get_items(start, page_length, price_list, item_group, pos_profile, search_va
), {'warehouse': warehouse}, as_dict=1)
if items_data:
items_data = filter_service_items(items_data)
items = [d.item_code for d in items_data]
item_prices_data = frappe.get_all("Item Price",
fields = ["item_code", "price_list_rate", "currency"],
@ -96,10 +109,7 @@ def get_items(start, page_length, price_list, item_group, pos_profile, search_va
for item in items_data:
item_code = item.item_code
item_price = item_prices.get(item_code) or {}
if allow_negative_stock:
item_stock_qty = frappe.db.sql("""select ifnull(sum(actual_qty), 0) from `tabBin` where item_code = %s""", item_code)[0][0]
else:
item_stock_qty = get_stock_availability(item_code, warehouse)
item_stock_qty = get_stock_availability(item_code, warehouse)
row = {}
row.update(item)
@ -110,14 +120,10 @@ def get_items(start, page_length, price_list, item_group, pos_profile, search_va
})
result.append(row)
res = {
'items': result
}
return res
return {'items': result}
@frappe.whitelist()
def search_serial_or_batch_or_barcode_number(search_value):
def search_for_serial_or_batch_or_barcode_number(search_value):
# search barcode no
barcode_data = frappe.db.get_value('Item Barcode', {'barcode': search_value}, ['barcode', 'parent as item_code'], as_dict=True)
if barcode_data:
@ -135,27 +141,29 @@ def search_serial_or_batch_or_barcode_number(search_value):
return {}
def get_conditions(item_code, serial_no, batch_no, barcode):
if serial_no or batch_no or barcode:
return "item.name = {0}".format(frappe.db.escape(item_code))
def filter_service_items(items):
for item in items:
if not item['is_stock_item']:
if not frappe.db.exists('Product Bundle', item['item_code']):
items.remove(item)
return items
return make_condition(item_code)
def make_condition(item_code):
def get_conditions(search_term):
condition = "("
condition += """item.name like {item_code}
or item.item_name like {item_code}""".format(item_code = frappe.db.escape('%' + item_code + '%'))
condition += add_search_fields_condition(item_code)
condition += """item.name like {search_term}
or item.item_name like {search_term}""".format(search_term=frappe.db.escape('%' + search_term + '%'))
condition += add_search_fields_condition(search_term)
condition += ")"
return condition
def add_search_fields_condition(item_code):
def add_search_fields_condition(search_term):
condition = ''
search_fields = frappe.get_all('POS Search Fields', fields = ['fieldname'])
if search_fields:
for field in search_fields:
condition += " or item.{0} like {1}".format(field['fieldname'], frappe.db.escape('%' + item_code + '%'))
condition += " or item.`{0}` like {1}".format(field['fieldname'], frappe.db.escape('%' + search_term + '%'))
return condition
def get_item_group_condition(pos_profile):

34
erpnext/selling/page/point_of_sale/pos_controller.js
View File

@ -241,10 +241,8 @@ erpnext.PointOfSale.Controller = class {
events: {
get_frm: () => this.frm,
cart_item_clicked: (item_code, batch_no, uom) => {
const search_field = batch_no ? 'batch_no' : 'item_code';
const search_value = batch_no || item_code;
const item_row = this.frm.doc.items.find(i => i[search_field] === search_value && i.uom === uom);
cart_item_clicked: (item_code, batch_no, uom, rate) => {
const item_row = this.get_item_from_frm(item_code, batch_no, uom, rate);
this.item_details.toggle_item_details_section(item_row);
},
@ -275,18 +273,25 @@ erpnext.PointOfSale.Controller = class {
this.cart.toggle_numpad(minimize);
},
form_updated: async (cdt, cdn, fieldname, value) => {
form_updated: (cdt, cdn, fieldname, value) => {
const item_row = frappe.model.get_doc(cdt, cdn);
if (item_row && item_row[fieldname] != value) {
const { item_code, batch_no, uom } = this.item_details.current_item;
const { item_code, batch_no, uom, rate } = this.item_details.current_item;
const event = {
field: fieldname,
value,
item: { item_code, batch_no, uom }
item: { item_code, batch_no, uom, rate }
}
return this.on_cart_update(event)
}
return Promise.resolve();
},
highlight_cart_item: (item) => {
const cart_item = this.cart.get_cart_item(item);
this.cart.toggle_item_highlight(cart_item);
},
item_field_focused: (fieldname) => {
@ -501,8 +506,8 @@ erpnext.PointOfSale.Controller = class {
let item_row = undefined;
try {
let { field, value, item } = args;
const { item_code, batch_no, serial_no, uom } = item;
item_row = this.get_item_from_frm(item_code, batch_no, uom);
const { item_code, batch_no, serial_no, uom, rate } = item;
item_row = this.get_item_from_frm(item_code, batch_no, uom, rate);
const item_selected_from_selector = field === 'qty' && value === "+1"
@ -535,7 +540,7 @@ erpnext.PointOfSale.Controller = class {
item_selected_from_selector && (value = flt(value))
const args = { item_code, batch_no, [field]: value };
const args = { item_code, batch_no, rate, [field]: value };
if (serial_no) {
await this.check_serial_no_availablilty(item_code, this.frm.doc.set_warehouse, serial_no);
@ -550,9 +555,11 @@ erpnext.PointOfSale.Controller = class {
await this.check_stock_availability(item_row, value, this.frm.doc.set_warehouse);
await this.trigger_new_item_events(item_row);
this.check_serial_batch_selection_needed(item_row) && this.edit_item_details_of(item_row);
this.update_cart_html(item_row);
this.item_details.$component.is(':visible') && this.edit_item_details_of(item_row);
this.check_serial_batch_selection_needed(item_row) && this.edit_item_details_of(item_row);
}
} catch (error) {
@ -563,12 +570,13 @@ erpnext.PointOfSale.Controller = class {
}
}
get_item_from_frm(item_code, batch_no, uom) {
get_item_from_frm(item_code, batch_no, uom, rate) {
const has_batch_no = batch_no;
return this.frm.doc.items.find(
i => i.item_code === item_code
&& (!has_batch_no || (has_batch_no && i.batch_no === batch_no))
&& (i.uom === uom)
&& (i.rate == rate)
);
}

37
erpnext/selling/page/point_of_sale/pos_item_cart.js
View File

@ -184,7 +184,8 @@ erpnext.PointOfSale.ItemCart = class {
const item_code = unescape($cart_item.attr('data-item-code'));
const batch_no = unescape($cart_item.attr('data-batch-no'));
const uom = unescape($cart_item.attr('data-uom'));
me.events.cart_item_clicked(item_code, batch_no, uom);
const rate = unescape($cart_item.attr('data-rate'));
me.events.cart_item_clicked(item_code, batch_no, uom, rate);
this.numpad_value = '';
});
@ -520,28 +521,34 @@ erpnext.PointOfSale.ItemCart = class {
}
}
get_cart_item({ item_code, batch_no, uom }) {
get_cart_item({ item_code, batch_no, uom, rate }) {
const batch_attr = `[data-batch-no="${escape(batch_no)}"]`;
const item_code_attr = `[data-item-code="${escape(item_code)}"]`;
const uom_attr = `[data-uom="${escape(uom)}"]`;
const rate_attr = `[data-rate="${escape(rate)}"]`;
const item_selector = batch_no ?
`.cart-item-wrapper${batch_attr}${uom_attr}` : `.cart-item-wrapper${item_code_attr}${uom_attr}`;
`.cart-item-wrapper${batch_attr}${uom_attr}${rate_attr}` : `.cart-item-wrapper${item_code_attr}${uom_attr}${rate_attr}`;
return this.$cart_items_wrapper.find(item_selector);
}
get_item_from_frm(item) {
const doc = this.events.get_frm().doc;
const { item_code, batch_no, uom, rate } = item;
const search_field = batch_no ? 'batch_no' : 'item_code';
const search_value = batch_no || item_code;
return doc.items.find(i => i[search_field] === search_value && i.uom === uom && i.rate === rate);
}
update_item_html(item, remove_item) {
const $item = this.get_cart_item(item);
if (remove_item) {
$item && $item.next().remove() && $item.remove();
} else {
const { item_code, batch_no, uom } = item;
const search_field = batch_no ? 'batch_no' : 'item_code';
const search_value = batch_no || item_code;
const item_row = this.events.get_frm().doc.items.find(i => i[search_field] === search_value && i.uom === uom);
const item_row = this.get_item_from_frm(item);
this.render_cart_item(item_row, $item);
}
@ -559,7 +566,7 @@ erpnext.PointOfSale.ItemCart = class {
this.$cart_items_wrapper.append(
`<div class="cart-item-wrapper"
data-item-code="${escape(item_data.item_code)}" data-uom="${escape(item_data.uom)}"
data-batch-no="${escape(item_data.batch_no || '')}">
data-batch-no="${escape(item_data.batch_no || '')}" data-rate="${escape(item_data.rate)}">
</div>
<div class="seperator"></div>`
)
@ -636,13 +643,23 @@ erpnext.PointOfSale.ItemCart = class {
function get_item_image_html() {
const { image, item_name } = item_data;
if (image) {
return `<div class="item-image"><img src="${image}" alt="${image}""></div>`;
return `
<div class="item-image">
<img
onerror="cur_pos.cart.handle_broken_image(this)"
src="${image}" alt="${frappe.get_abbr(item_name)}"">
</div>`;
} else {
return `<div class="item-image item-abbr">${frappe.get_abbr(item_name)}</div>`;
}
}
}
handle_broken_image($img) {
const item_abbr = $($img).attr('alt');
$($img).parent().replaceWith(`<div class="item-image item-abbr">${item_abbr}</div>`);
}
scroll_to_item($item) {
if ($item.length === 0) return;
const scrollTop = $item.offset().top - this.$cart_items_wrapper.offset().top + this.$cart_items_wrapper.scrollTop();

41
erpnext/selling/page/point_of_sale/pos_item_details.js
View File

@ -54,13 +54,24 @@ erpnext.PointOfSale.ItemDetails = class {
this.$dicount_section = this.$component.find('.discount-section');
}
toggle_item_details_section(item) {
const { item_code, batch_no, uom } = this.current_item;
has_item_has_changed(item) {
const { item_code, batch_no, uom, rate } = this.current_item;
const item_code_is_same = item && item_code === item.item_code;
const batch_is_same = item && batch_no == item.batch_no;
const uom_is_same = item && uom === item.uom;
const rate_is_same = item && rate === item.rate;
if (!item)
return false;
this.item_has_changed = !item ? false : item_code_is_same && batch_is_same && uom_is_same ? false : true;
if (item_code_is_same && batch_is_same && uom_is_same && rate_is_same)
return false;
return true;
}
toggle_item_details_section(item) {
this.item_has_changed = this.has_item_has_changed(item);
this.events.toggle_item_selector(this.item_has_changed);
this.toggle_component(this.item_has_changed);
@ -72,11 +83,12 @@ erpnext.PointOfSale.ItemDetails = class {
this.item_row = item;
this.currency = this.events.get_frm().doc.currency;
this.current_item = { item_code: item.item_code, batch_no: item.batch_no, uom: item.uom };
this.current_item = { item_code: item.item_code, batch_no: item.batch_no, uom: item.uom, rate: item.rate };
this.render_dom(item);
this.render_discount_dom(item);
this.render_form(item);
this.events.highlight_cart_item(item);
} else {
this.validate_serial_batch_item();
this.current_item = {};
@ -121,13 +133,24 @@ erpnext.PointOfSale.ItemDetails = class {
this.$item_description.html(get_description_html());
this.$item_price.html(format_currency(price_list_rate, this.currency));
if (image) {
this.$item_image.html(`<img src="${image}" alt="${image}">`);
this.$item_image.html(
`<img
onerror="cur_pos.item_details.handle_broken_image(this)"
class="h-full" src="${image}"
alt="${frappe.get_abbr(item_name)}"
style="object-fit: cover;">`
);
} else {
this.$item_image.html(`<div class="item-abbr">${frappe.get_abbr(item_name)}</div>`);
}
}
handle_broken_image($img) {
const item_abbr = $($img).attr('alt');
$($img).replaceWith(`<div class="item-abbr">${item_abbr}</div>`);
}
render_discount_dom(item) {
if (item.discount_percentage) {
this.$dicount_section.html(
@ -198,12 +221,14 @@ erpnext.PointOfSale.ItemDetails = class {
if (this.allow_rate_change) {
this.rate_control.df.onchange = function() {
if (this.value || flt(this.value) === 0) {
me.events.set_value_in_current_cart_item('rate', this.value);
me.events.form_updated(me.doctype, me.name, 'rate', this.value).then(() => {
const item_row = frappe.get_doc(me.doctype, me.name);
const doc = me.events.get_frm().doc;
me.$item_price.html(format_currency(item_row.rate, doc.currency));
me.render_discount_dom(item_row);
});
me.current_item.rate = this.value;
}
};
} else {
@ -292,11 +317,7 @@ erpnext.PointOfSale.ItemDetails = class {
frappe.model.on("POS Invoice Item", "*", (fieldname, value, item_row) => {
const field_control = this[`${fieldname}_control`];
const { item_code, batch_no, uom } = this.current_item;
const item_code_is_same = item_code === item_row.item_code;
const batch_is_same = batch_no == item_row.batch_no;
const uom_is_same = uom === item_row.uom;
const item_is_same = item_code_is_same && batch_is_same && uom_is_same ? true : false;
const item_is_same = !this.has_item_has_changed(item_row);
if (item_is_same && field_control && field_control.get_value() !== value) {
field_control.set_value(value);

27
erpnext/selling/page/point_of_sale/pos_item_selector.js
View File

@ -51,7 +51,7 @@ erpnext.PointOfSale.ItemSelector = class {
});
}
get_items({start = 0, page_length = 40, search_value=''}) {
get_items({start = 0, page_length = 40, search_term=''}) {
const doc = this.events.get_frm().doc;
const price_list = (doc && doc.selling_price_list) || this.price_list;
let { item_group, pos_profile } = this;
@ -61,7 +61,7 @@ erpnext.PointOfSale.ItemSelector = class {
return frappe.call({
method: "erpnext.selling.page.point_of_sale.point_of_sale.get_items",
freeze: true,
args: { start, page_length, price_list, item_group, search_value, pos_profile },
args: { start, page_length, price_list, item_group, search_term, pos_profile },
});
}
@ -78,8 +78,9 @@ erpnext.PointOfSale.ItemSelector = class {
get_item_html(item) {
const me = this;
// eslint-disable-next-line no-unused-vars
const { item_image, serial_no, batch_no, barcode, actual_qty, stock_uom } = item;
const { item_image, serial_no, batch_no, barcode, actual_qty, stock_uom, price_list_rate } = item;
const indicator_color = actual_qty > 10 ? "green" : actual_qty <= 0 ? "red" : "orange";
const precision = flt(price_list_rate, 2) % 1 != 0 ? 2 : 0;
let qty_to_display = actual_qty;
@ -94,7 +95,11 @@ erpnext.PointOfSale.ItemSelector = class {
<span class="indicator-pill whitespace-nowrap ${indicator_color}">${qty_to_display}</span>
</div>
<div class="flex items-center justify-center h-32 border-b-grey text-6xl text-grey-100">
<img class="h-full" src="${item_image}" alt="${frappe.get_abbr(item.item_name)}" style="object-fit: cover;">
<img
onerror="cur_pos.item_selector.handle_broken_image(this)"
class="h-full" src="${item_image}"
alt="${frappe.get_abbr(item.item_name)}"
style="object-fit: cover;">
</div>`;
} else {
return `<div class="item-qty-pill">
@ -108,6 +113,7 @@ erpnext.PointOfSale.ItemSelector = class {
`<div class="item-wrapper"
data-item-code="${escape(item.item_code)}" data-serial-no="${escape(serial_no)}"
data-batch-no="${escape(batch_no)}" data-uom="${escape(stock_uom)}"
data-rate="${escape(price_list_rate)}"
title="${item.item_name}">
${get_item_image_html()}
@ -116,12 +122,17 @@ erpnext.PointOfSale.ItemSelector = class {
<div class="item-name">
${frappe.ellipsis(item.item_name, 18)}
</div>
<div class="item-rate">${format_currency(item.price_list_rate, item.currency, 0) || 0}</div>
<div class="item-rate">${format_currency(price_list_rate, item.currency, precision) || 0}</div>
</div>
</div>`
);
}
handle_broken_image($img) {
const item_abbr = $($img).attr('alt');
$($img).parent().replaceWith(`<div class="item-display abbr">${item_abbr}</div>`);
}
make_search_bar() {
const me = this;
const doc = me.events.get_frm().doc;
@ -213,13 +224,15 @@ erpnext.PointOfSale.ItemSelector = class {
let batch_no = unescape($item.attr('data-batch-no'));
let serial_no = unescape($item.attr('data-serial-no'));
let uom = unescape($item.attr('data-uom'));
let rate = unescape($item.attr('data-rate'));
// escape(undefined) returns "undefined" then unescape returns "undefined"
batch_no = batch_no === "undefined" ? undefined : batch_no;
serial_no = serial_no === "undefined" ? undefined : serial_no;
uom = uom === "undefined" ? undefined : uom;
rate = rate === "undefined" ? undefined : rate;
me.events.item_selected({ field: 'qty', value: "+1", item: { item_code, batch_no, serial_no, uom }});
me.events.item_selected({ field: 'qty', value: "+1", item: { item_code, batch_no, serial_no, uom, rate }});
me.set_search_value('');
});
@ -290,7 +303,7 @@ erpnext.PointOfSale.ItemSelector = class {
}
}
this.get_items({ search_value: search_term })
this.get_items({ search_term })
.then(({ message }) => {
// eslint-disable-next-line no-unused-vars
const { items, serial_no, batch_no, barcode } = message;

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