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Fixes for recurring document

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This commit is contained in:
Anand Doshi 2014-09-21 19:45:49 +05:30
parent 8370cb3e71
commit 1394509343
20 changed files with 2564 additions and 2750 deletions
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36
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
View File

@ -232,42 +232,6 @@ cur_frm.fields_dict['entries'].grid.get_field('project_name').get_query = functi
}
}
cur_frm.cscript.is_recurring = function(doc, dt, dn) {
// set default values for recurring invoices
if(doc.is_recurring) {
var owner_email = doc.owner=="Administrator"
? frappe.user_info("Administrator").email
: doc.owner;
doc.notification_email_address = $.map([cstr(owner_email),
cstr(doc.contact_email)], function(v) { return v || null; }).join(", ");
doc.repeat_on_day_of_month = frappe.datetime.str_to_obj(doc.posting_date).getDate();
}
refresh_many(["notification_email_address", "repeat_on_day_of_month"]);
}
cur_frm.cscript.from_date = function(doc, dt, dn) {
// set to_date
if(doc.from_date) {
var recurring_type_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6,
'Yearly': 12};
var months = recurring_type_map[doc.recurring_type];
if(months) {
var to_date = frappe.datetime.add_months(doc.from_date,
months);
doc.to_date = frappe.datetime.add_days(to_date, -1);
refresh_field('to_date');
}
}
}
cur_frm.cscript.select_print_heading = function(doc,cdt,cdn){
if(doc.select_print_heading){
// print heading

1720
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
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File diff suppressed because it is too large Load Diff

16
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
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@ -5,20 +5,14 @@ from __future__ import unicode_literals
import frappe
from frappe.utils import add_days, cint, cstr, date_diff, formatdate, flt, getdate, nowdate, \
get_first_day, get_last_day
from frappe.model.naming import make_autoname
from frappe.utils import cint, cstr, formatdate, flt
from frappe import msgprint, _, throw
from erpnext.setup.utils import get_company_currency
import frappe.defaults
from erpnext.controllers.buying_controller import BuyingController
from erpnext.accounts.party import get_party_account, get_due_date
from erpnext.controllers.recurring_document import *
form_grid_templates = {
"entries": "templates/form_grid/item_grid.html"
}
@ -66,7 +60,6 @@ class PurchaseInvoice(BuyingController):
self.validate_multiple_billing("Purchase Receipt", "pr_detail", "amount",
"purchase_receipt_details")
self.create_remarks()
validate_recurring_document(self)
def create_remarks(self):
if not self.remarks:
@ -255,6 +248,8 @@ class PurchaseInvoice(BuyingController):
reconcile_against_document(lst)
def on_submit(self):
super(PurchaseInvoice, self).on_submit()
self.check_prev_docstatus()
frappe.get_doc('Authorization Control').validate_approving_authority(self.doctype,
@ -265,11 +260,6 @@ class PurchaseInvoice(BuyingController):
self.update_against_document_in_jv()
self.update_prevdoc_status()
self.update_billing_status_for_zero_amount_refdoc("Purchase Order")
convert_to_recurring(self, self.posting_date)
def on_update_after_submit(self):
validate_recurring_document(self)
convert_to_recurring(self, self.posting_date)
def make_gl_entries(self):
auto_accounting_for_stock = \

4
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -231,4 +231,8 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertTrue(not frappe.db.sql("""select name from `tabJournal Voucher Detail`
where against_voucher=%s""", pi.name))
def test_recurring_invoice(self):
from erpnext.controllers.tests.test_recurring_document import test_recurring_document
test_recurring_document(self, test_records)
test_records = frappe.get_test_records('Purchase Invoice')

31
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -399,37 +399,6 @@ cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
})
}
cur_frm.cscript.is_recurring = function(doc, dt, dn) {
// set default values for recurring invoices
if(doc.is_recurring) {
var owner_email = doc.owner=="Administrator"
? frappe.user_info("Administrator").email
: doc.owner;
doc.notification_email_address = $.map([cstr(owner_email),
cstr(doc.contact_email)], function(v) { return v || null; }).join(", ");
doc.repeat_on_day_of_month = frappe.datetime.str_to_obj(doc.posting_date).getDate();
}
refresh_many(["notification_email_address", "repeat_on_day_of_month"]);
}
cur_frm.cscript.from_date = function(doc, dt, dn) {
// set to_date
if(doc.from_date) {
var recurring_type_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6,
'Yearly': 12};
var months = recurring_type_map[doc.recurring_type];
if(months) {
var to_date = frappe.datetime.add_months(doc.from_date,
months);
doc.to_date = frappe.datetime.add_days(to_date, -1);
refresh_field('to_date');
}
}
}
cur_frm.cscript.send_sms = function() {
frappe.require("assets/erpnext/js/sms_manager.js");
var sms_man = new SMSManager(cur_frm.doc);

6
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
View File

@ -174,7 +174,7 @@
"description": "Start date of current invoice's period",
"fieldname": "from_date",
"fieldtype": "Date",
"label": "From",
"label": "From Date",
"no_copy": 1,
"permlevel": 0,
"print_hide": 0,
@ -186,7 +186,7 @@
"description": "End date of current invoice's period",
"fieldname": "to_date",
"fieldtype": "Date",
"label": "To",
"label": "To Date",
"no_copy": 1,
"permlevel": 0,
"print_hide": 0,
@ -1192,7 +1192,7 @@
"icon": "icon-file-text",
"idx": 1,
"is_submittable": 1,
"modified": "2014-09-09 05:35:34.121045",
"modified": "2014-09-18 03:17:54.976732",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

20
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -4,18 +4,12 @@
from __future__ import unicode_literals
import frappe
import frappe.defaults
from frappe.utils import add_days, cint, cstr, date_diff, flt, getdate, nowdate, \
get_first_day, get_last_day
from frappe.model.naming import make_autoname
from frappe.utils import cint, cstr, flt
from frappe import _, msgprint, throw
from erpnext.accounts.party import get_party_account, get_due_date
from erpnext.controllers.stock_controller import update_gl_entries_after
from frappe.model.mapper import get_mapped_doc
from erpnext.controllers.recurring_document import *
from erpnext.controllers.selling_controller import SellingController
form_grid_templates = {
@ -77,11 +71,12 @@ class SalesInvoice(SellingController):
self.set_against_income_account()
self.validate_c_form()
self.validate_time_logs_are_submitted()
validate_recurring_document(self)
self.validate_multiple_billing("Delivery Note", "dn_detail", "amount",
"delivery_note_details")
def on_submit(self):
super(SalesInvoice, self).on_submit()
if cint(self.update_stock) == 1:
self.update_stock_ledger()
else:
@ -104,7 +99,6 @@ class SalesInvoice(SellingController):
self.update_against_document_in_jv()
self.update_time_log_batch(self.name)
convert_to_recurring(self, self.posting_date)
def before_cancel(self):
self.update_time_log_batch(None)
@ -145,14 +139,6 @@ class SalesInvoice(SellingController):
'overflow_type': 'delivery'
})
def on_update_after_submit(self):
validate_recurring_document(self)
convert_to_recurring(self, self.posting_date)
def before_recurring(self):
self.aging_date = None
self.due_date = None
def get_portal_page(self):
return "invoice" if self.docstatus==1 else None

33
erpnext/buying/doctype/purchase_order/purchase_order.js
View File

@ -206,39 +206,6 @@ cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
}
}
cur_frm.cscript.is_recurring = function(doc, dt, dn) {
// set default values for recurring orders
if(doc.is_recurring) {
var owner_email = doc.owner=="Administrator"
? frappe.user_info("Administrator").email
: doc.owner;
doc.notification_email_address = $.map([cstr(owner_email),
cstr(doc.contact_email)], function(v) { return v || null; }).join(", ");
doc.repeat_on_day_of_month = frappe.datetime.str_to_obj(doc.posting_date).getDate();
}
refresh_many(["notification_email_address", "repeat_on_day_of_month"]);
}
cur_frm.cscript.from_date = function(doc, dt, dn) {
// set to_date
if(doc.from_date) {
var recurring_type_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6,
'Yearly': 12};
var months = recurring_type_map[doc.recurring_type];
if(months) {
var to_date = frappe.datetime.add_months(doc.from_date,
months);
doc.to_date = frappe.datetime.add_days(to_date, -1);
refresh_field('to_date');
}
}
}
cur_frm.cscript.send_sms = function() {
frappe.require("assets/erpnext/js/sms_manager.js");
var sms_man = new SMSManager(cur_frm.doc);

1473
erpnext/buying/doctype/purchase_order/purchase_order.json
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File diff suppressed because it is too large Load Diff

13
erpnext/buying/doctype/purchase_order/purchase_order.py
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@ -6,9 +6,6 @@ import frappe
from frappe.utils import cstr, flt
from frappe import msgprint, _, throw
from frappe.model.mapper import get_mapped_doc
from erpnext.controllers.recurring_document import convert_to_recurring, validate_recurring_document
from erpnext.controllers.buying_controller import BuyingController
form_grid_templates = {
@ -56,8 +53,6 @@ class PurchaseOrder(BuyingController):
self.validate_minimum_order_qty()
self.create_raw_materials_supplied("po_raw_material_details")
validate_recurring_document(self)
def validate_with_previous_doc(self):
super(PurchaseOrder, self).validate_with_previous_doc(self.tname, {
"Supplier Quotation": {
@ -167,6 +162,8 @@ class PurchaseOrder(BuyingController):
msgprint(_("Status of {0} {1} is now {2}").format(self.doctype, self.name, status))
def on_submit(self):
super(PurchaseOrder, self).on_submit()
purchase_controller = frappe.get_doc("Purchase Common")
self.update_prevdoc_status()
@ -179,8 +176,6 @@ class PurchaseOrder(BuyingController):
frappe.db.set(self,'status','Submitted')
convert_to_recurring(self, self.transaction_date)
def on_cancel(self):
pc_obj = frappe.get_doc('Purchase Common')
self.check_for_stopped_status(pc_obj)
@ -204,10 +199,6 @@ class PurchaseOrder(BuyingController):
def on_update(self):
pass
def on_update_after_submit(self):
validate_recurring_document(self)
convert_to_recurring(self, self.transaction_date)
def set_missing_values(source, target):
target.ignore_pricing_rule = 1
target.run_method("set_missing_values")

1
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -109,7 +109,6 @@ class TestPurchaseOrder(unittest.TestCase):
def test_recurring_order(self):
from erpnext.controllers.tests.test_recurring_document import test_recurring_document
test_recurring_document(self, test_records)

24
erpnext/controllers/accounts_controller.py
View File

@ -4,12 +4,11 @@
from __future__ import unicode_literals
import frappe
from frappe import _, throw
from frappe.utils import add_days, cint, cstr, today, date_diff, flt, getdate, nowdate, \
get_first_day, get_last_day
from frappe.model.naming import make_autoname
from frappe.utils import cint, today, flt
from erpnext.setup.utils import get_company_currency, get_exchange_rate
from erpnext.accounts.utils import get_fiscal_year, validate_fiscal_year
from erpnext.utilities.transaction_base import TransactionBase
from erpnext.controllers.recurring_document import convert_to_recurring, validate_recurring_document
import json
class AccountsController(TransactionBase):
@ -24,6 +23,24 @@ class AccountsController(TransactionBase):
self.validate_for_freezed_account()
if self.meta.get_field("is_recurring"):
validate_recurring_document(self)
def on_submit(self):
if self.meta.get_field("is_recurring"):
convert_to_recurring(self, self.get("posting_date") or self.get("transaction_date"))
def on_update_after_submit(self):
if self.meta.get_field("is_recurring"):
validate_recurring_document(self)
convert_to_recurring(self, self.get("posting_date") or self.get("transaction_date"))
def before_recurring(self):
self.fiscal_year = None
for fieldname in ("due_date", "aging_date"):
if self.meta.get_field(fieldname):
self.set(fieldname, None)
def set_missing_values(self, for_validate=False):
for fieldname in ["posting_date", "transaction_date"]:
if not self.get(fieldname) and self.meta.get_field(fieldname):
@ -421,7 +438,6 @@ class AccountsController(TransactionBase):
max_allowed_amt = flt(ref_amt * (100 + tolerance) / 100)
if total_billed_amt - max_allowed_amt > 0.01:
reduce_by = total_billed_amt - max_allowed_amt
frappe.throw(_("Cannot overbill for Item {0} in row {0} more than {1}. To allow overbilling, please set in Stock Settings").format(item.item_code, item.idx, max_allowed_amt))
def get_company_default(self, fieldname):

5
erpnext/controllers/buying_controller.py
View File

@ -4,10 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _, msgprint
from frappe.utils import add_days, cint, cstr, today, date_diff, flt, rounded, getdate, nowdate, \
get_first_day, get_last_day
from frappe.model.naming import make_autoname
from frappe.utils import flt, rounded
from erpnext.setup.utils import get_company_currency
from erpnext.accounts.party import get_party_details

22
erpnext/controllers/recurring_document.py
View File

@ -12,6 +12,12 @@ from erpnext.accounts.party import get_party_account, get_due_date, get_party_de
from frappe.model.mapper import get_mapped_doc
month_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12}
date_field_map = {
"Sales Order": "transaction_date",
"Sales Invoice": "posting_date",
"Purchase Order": "transaction_date",
"Purchase Invoice": "posting_date"
}
def create_recurring_documents():
manage_recurring_documents("Sales Order")
@ -26,14 +32,7 @@ def manage_recurring_documents(doctype, next_date=None, commit=True):
"""
next_date = next_date or nowdate()
if doctype == "Sales Order":
date_field = "transaction_date"
elif doctype == "Sales Invoice":
date_field = "posting_date"
elif doctype == "Purchase Order":
date_field = "transaction_date"
elif doctype == "Purchase Invoice":
date_field = "posting_date"
date_field = date_field_map[doctype]
recurring_documents = frappe.db.sql("""select name, recurring_id
from `tab{}` where ifnull(is_recurring, 0)=1
@ -62,7 +61,8 @@ def manage_recurring_documents(doctype, next_date=None, commit=True):
frappe.db.sql("update `tab%s` \
set is_recurring = 0 where name = %s" % (doctype, '%s'),
(ref_document))
notify_errors(ref_document, doctype, ref_wrapper.customer, ref_wrapper.owner)
notify_errors(ref_document, doctype, ref_wrapper.get("customer") or ref_wrapper.get("supplier"),
ref_wrapper.owner)
frappe.db.commit()
exception_list.append(frappe.get_traceback())
@ -129,7 +129,7 @@ def send_notification(new_rv):
"fcontent": frappe.get_print_format(new_rv.doctype, new_rv.name, as_pdf=True)
}])
def notify_errors(doc, doctype, customer, owner):
def notify_errors(doc, doctype, party, owner):
from frappe.utils.user import get_system_managers
recipients = get_system_managers(only_name=True)
@ -138,7 +138,7 @@ def notify_errors(doc, doctype, customer, owner):
message = frappe.get_template("templates/emails/recurring_document_failed.html").render({
"type": doctype,
"name": doc,
"customer": customer
"party": party
}))
assign_task_to_owner(doc, doctype, "Recurring Invoice Failed", recipients)

35
erpnext/controllers/tests/test_recurring_document.py
View File

@ -2,12 +2,8 @@
# License: GNU General Public License v3. See license.txt
import frappe
import unittest, json, copy
from frappe.utils import flt
import frappe.permissions
from erpnext.accounts.utils import get_stock_and_account_difference
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
from erpnext.projects.doctype.time_log_batch.test_time_log_batch import *
from erpnext.controllers.recurring_document import date_field_map
def test_recurring_document(obj, test_records):
from frappe.utils import get_first_day, get_last_day, add_to_date, nowdate, getdate, add_days
@ -27,34 +23,11 @@ def test_recurring_document(obj, test_records):
"to_date": get_last_day(today)
})
if base_doc.doctype == "Sales Order":
base_doc.update({
"transaction_date": today,
"delivery_date": add_days(today, 15)
})
elif base_doc.doctype == "Sales Invoice":
base_doc.update({
"posting_date": today
})
date_field = date_field_map[base_doc.doctype]
base_doc.set(date_field, today)
if base_doc.doctype == "Sales Order":
date_field = "transaction_date"
elif base_doc.doctype == "Sales Invoice":
date_field = "posting_date"
#for Purchase order/purchase invoice
if base_doc.doctype == "Purchase Order":
base_doc.update({
"transaction_date": today
})
elif base_doc.doctype == "Purchase Invoice":
base_doc.update({
"posting_date": today
})
if base_doc.doctype == "Purchase Order":
date_field = "transaction_date"
elif base_doc.doctype == "Purchase Invoice":
date_field = "posting_date"
base_doc.set("delivery_date", add_days(today, 15))
# monthly
doc1 = frappe.copy_doc(base_doc)

31
erpnext/public/js/transaction.js
View File

@ -827,4 +827,35 @@ erpnext.TransactionController = erpnext.stock.StockController.extend({
.appendTo($(this.frm.fields_dict.other_charges_calculation.wrapper).empty());
}
},
is_recurring: function() {
// set default values for recurring documents
if(this.frm.doc.is_recurring) {
var owner_email = this.frm.doc.owner=="Administrator"
? frappe.user_info("Administrator").email
: this.frm.doc.owner;
this.frm.doc.notification_email_address = $.map([cstr(owner_email),
cstr(this.frm.doc.contact_email)], function(v) { return v || null; }).join(", ");
this.frm.doc.repeat_on_day_of_month = frappe.datetime.str_to_obj(this.frm.doc.posting_date).getDate();
}
refresh_many(["notification_email_address", "repeat_on_day_of_month"]);
},
from_date: function() {
// set to_date
if(this.frm.doc.from_date) {
var recurring_type_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6,
'Yearly': 12};
var months = recurring_type_map[this.frm.doc.recurring_type];
if(months) {
var to_date = frappe.datetime.add_months(this.frm.doc.from_date,
months);
this.frm.doc.to_date = frappe.datetime.add_days(to_date, -1);
refresh_field('to_date');
}
}
}
});

31
erpnext/selling/doctype/sales_order/sales_order.js
View File

@ -195,37 +195,6 @@ cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
}
};
cur_frm.cscript.is_recurring = function(doc, dt, dn) {
// set default values for recurring orders
if(doc.is_recurring) {
var owner_email = doc.owner=="Administrator"
? frappe.user_info("Administrator").email
: doc.owner;
doc.notification_email_address = $.map([cstr(owner_email),
cstr(doc.contact_email)], function(v) { return v || null; }).join(", ");
doc.repeat_on_day_of_month = frappe.datetime.str_to_obj(doc.posting_date).getDate();
}
refresh_many(["notification_email_address", "repeat_on_day_of_month"]);
}
cur_frm.cscript.from_date = function(doc, dt, dn) {
// set to_date
if(doc.from_date) {
var recurring_type_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6,
'Yearly': 12};
var months = recurring_type_map[doc.recurring_type];
if(months) {
var to_date = frappe.datetime.add_months(doc.from_date,
months);
doc.to_date = frappe.datetime.add_days(to_date, -1);
refresh_field('to_date');
}
}
}
cur_frm.cscript.send_sms = function() {
frappe.require("assets/erpnext/js/sms_manager.js");
var sms_man = new SMSManager(cur_frm.doc);

16
erpnext/selling/doctype/sales_order/sales_order.json
View File

@ -174,7 +174,7 @@
"description": "Start date of current order's period",
"fieldname": "from_date",
"fieldtype": "Date",
"label": "From",
"label": "From Date",
"no_copy": 1,
"permlevel": 0
},
@ -183,7 +183,7 @@
"description": "End date of current order's period",
"fieldname": "to_date",
"fieldtype": "Date",
"label": "To",
"label": "To Date",
"no_copy": 1,
"permlevel": 0
},
@ -1012,23 +1012,13 @@
"no_copy": 1,
"permlevel": 0,
"print_hide": 1
},
{
"fieldname": "against_income_account",
"fieldtype": "Small Text",
"hidden": 1,
"label": "Against Income Account",
"no_copy": 1,
"permlevel": 0,
"print_hide": 1,
"report_hide": 1
}
],
"icon": "icon-file-text",
"idx": 1,
"is_submittable": 1,
"issingle": 0,
"modified": "2014-09-10 05:35:34.761247",
"modified": "2014-09-18 03:17:33.241162",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order",

15
erpnext/selling/doctype/sales_order/sales_order.py
View File

@ -4,14 +4,10 @@
from __future__ import unicode_literals
import frappe
import frappe.utils
from frappe.utils import cstr, flt, getdate, comma_and
from frappe import _
from frappe.model.mapper import get_mapped_doc
from erpnext.controllers.recurring_document import convert_to_recurring, validate_recurring_document
from erpnext.controllers.selling_controller import SellingController
form_grid_templates = {
@ -122,8 +118,6 @@ class SalesOrder(SellingController):
if not self.billing_status: self.billing_status = 'Not Billed'
if not self.delivery_status: self.delivery_status = 'Not Delivered'
validate_recurring_document(self)
def validate_warehouse(self):
from erpnext.stock.utils import validate_warehouse_company
@ -157,6 +151,8 @@ class SalesOrder(SellingController):
doc.set_status(update=True)
def on_submit(self):
super(SalesOrder, self).on_submit()
self.update_stock_ledger(update_stock = 1)
self.check_credit(self.grand_total)
@ -166,8 +162,6 @@ class SalesOrder(SellingController):
self.update_prevdoc_status('submit')
frappe.db.set(self, 'status', 'Submitted')
convert_to_recurring(self, self.transaction_date)
def on_cancel(self):
# Cannot cancel stopped SO
if self.status == 'Stopped':
@ -255,11 +249,6 @@ class SalesOrder(SellingController):
def get_portal_page(self):
return "order" if self.docstatus==1 else None
def on_update_after_submit(self):
validate_recurring_document(self)
convert_to_recurring(self, self.transaction_date)
@frappe.whitelist()
def make_material_request(source_name, target_doc=None):
def postprocess(source, doc):

2
erpnext/templates/emails/recurring_document_failed.html
View File

@ -1,6 +1,6 @@
<h2>Recurring {{ type }} Failed</h2>
<p>An error occured while creating recurring {{ type }} <b>{{ name }}</b> for <b>{{ customer }}</b>.</p>
<p>An error occured while creating recurring {{ type }} <b>{{ name }}</b> for <b>{{ party }}</b>.</p>
<p>This could be because of some invalid email ids in the {{ type }}.</p>
<p>To stop sending repetitive error notifications from the system, we have unchecked
"Convert into Recurring" field in the {{ type }} {{ name }}.</p>