{{ _("Taxes") }}
| {{ _("Account") }} | {{ _("Rate") }} | {{ _("Amount") }} | |
|---|---|---|---|
| {{ d.account_head }} | {{ d.rate }} % | -{{ d.amount }} {{ currency.symbol }} | +{{ frappe.utils.fmt_money(d.amount, currency=currency) }} |
{{ filters.party[0] }}
+{{ _("Statement of Accounts") }}
+ ++ {{ frappe.format(filters.from_date, 'Date')}} + {{ _("to") }} + {{ frappe.format(filters.to_date, 'Date')}} +
+ +| {{ _("Date") }} | +{{ _("Ref") }} | +{{ _("Party") }} | +{{ _("Debit") }} | +{{ _("Credit") }} | +{{ _("Balance (Dr - Cr)") }} | +|||||
|---|---|---|---|---|---|---|---|---|---|---|
| {{ frappe.format(row.posting_date, 'Date') }} | +{{ row.voucher_type }}
+ {{ row.voucher_no }} |
+
+ {% if not (filters.party or filters.account) %}
+ {{ row.party or row.account }}
+ + {% endif %} + + {{ _("Against") }}: {{ row.against }} + {{ _("Remarks") }}: {{ row.remarks }} + {% if row.bill_no %} + {{ _("Supplier Invoice No") }}: {{ row.bill_no }} + {% endif %} + |
+ + {{ frappe.utils.fmt_money(row.debit, filters.presentation_currency) }} | ++ {{ frappe.utils.fmt_money(row.credit, filters.presentation_currency) }} | + {% else %} ++ | + | {{ frappe.format(row.account, {fieldtype: "Link"}) or " " }} | ++ {{ row.account and frappe.utils.fmt_money(row.debit, filters.presentation_currency) }} + | ++ {{ row.account and frappe.utils.fmt_money(row.credit, filters.presentation_currency) }} + | + {% endif %} ++ {{ frappe.utils.fmt_money(row.balance, filters.presentation_currency) }} + | +
+{% if aging %} +
{{ _("Ageing Report Based On ") }} {{ aging.ageing_based_on }}
++ {{ _("Up to " ) }} {{ frappe.format(filters.to_date, 'Date')}} +
++ +
| 30 Days | +60 Days | +90 Days | +120 Days | +
|---|---|---|---|
| {{ aging.range1 }} | +{{ aging.range2 }} | +{{ aging.range3 }} | +{{ aging.range4 }} | +
Printed On {{ frappe.format(frappe.utils.get_datetime(), 'Datetime') }}
\ No newline at end of file diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js new file mode 100644 index 0000000000..7425132c46 --- /dev/null +++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js @@ -0,0 +1,132 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Process Statement Of Accounts', { + view_properties: function(frm) { + frappe.route_options = {doc_type: 'Customer'}; + frappe.set_route("Form", "Customize Form"); + }, + refresh: function(frm){ + if(!frm.doc.__islocal) { + frm.add_custom_button('Send Emails',function(){ + frappe.call({ + method: "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.send_emails", + args: { + "document_name": frm.doc.name, + }, + callback: function(r) { + if(r && r.message) { + frappe.show_alert({message: __('Emails Queued'), indicator: 'blue'}); + } + else{ + frappe.msgprint('No Records for these settings.') + } + } + }); + }); + frm.add_custom_button('Download',function(){ + var url = frappe.urllib.get_full_url( + '/api/method/erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.download_statements?' + + 'document_name='+encodeURIComponent(frm.doc.name)) + $.ajax({ + url: url, + type: 'GET', + success: function(result) { + if(jQuery.isEmptyObject(result)){ + frappe.msgprint('No Records for these settings.'); + } + else{ + window.location = url; + } + } + }); + }); + } + }, + onload: function(frm) { + frm.set_query('currency', function(){ + return { + filters: { + 'enabled': 1 + } + } + }); + if(frm.doc.__islocal){ + frm.set_value('from_date', frappe.datetime.add_months(frappe.datetime.get_today(), -1)); + frm.set_value('to_date', frappe.datetime.get_today()); + } + }, + customer_collection: function(frm){ + frm.set_value('collection_name', ''); + if(frm.doc.customer_collection){ + frm.get_field('collection_name').set_label(frm.doc.customer_collection); + } + }, + frequency: function(frm){ + if(frm.doc.frequency != ''){ + frm.set_value('start_date', frappe.datetime.get_today()); + } + else{ + frm.set_value('start_date', ''); + } + }, + fetch_customers: function(frm){ + if(frm.doc.collection_name){ + frappe.call({ + method: "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.fetch_customers", + args: { + 'customer_collection': frm.doc.customer_collection, + 'collection_name': frm.doc.collection_name, + 'primary_mandatory': frm.doc.primary_mandatory + }, + callback: function(r) { + if(!r.exc) { + if(r.message.length){ + frm.clear_table('customers'); + for (const customer of r.message){ + var row = frm.add_child('customers'); + row.customer = customer.name; + row.primary_email = customer.primary_email; + row.billing_email = customer.billing_email; + } + frm.refresh_field('customers'); + } + else{ + frappe.msgprint('No Customers found with selected options.'); + } + } + } + }); + } + else { + frappe.throw('Enter ' + frm.doc.customer_collection + ' name.'); + } + } +}); + +frappe.ui.form.on('Process Statement Of Accounts Customer', { + customer: function(frm, cdt, cdn){ + var row = locals[cdt][cdn]; + if (!row.customer){ + return; + } + frappe.call({ + method: 'erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.get_customer_emails', + args: { + 'customer_name': row.customer, + 'primary_mandatory': frm.doc.primary_mandatory + }, + callback: function(r){ + if(!r.exe){ + if(r.message.length){ + frappe.model.set_value(cdt, cdn, "primary_email", r.message[0]) + frappe.model.set_value(cdt, cdn, "billing_email", r.message[1]) + } + else { + return + } + } + } + }) + } +}); \ No newline at end of file diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json new file mode 100644 index 0000000000..4be0e2ec06 --- /dev/null +++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json @@ -0,0 +1,310 @@ +{ + "actions": [], + "allow_workflow": 1, + "autoname": "Prompt", + "creation": "2020-05-22 16:46:18.712954", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "section_break_11", + "from_date", + "company", + "account", + "group_by", + "cost_center", + "column_break_14", + "to_date", + "finance_book", + "currency", + "project", + "section_break_3", + "customer_collection", + "collection_name", + "fetch_customers", + "column_break_6", + "primary_mandatory", + "column_break_17", + "customers", + "preferences", + "orientation", + "section_break_14", + "include_ageing", + "ageing_based_on", + "section_break_1", + "enable_auto_email", + "section_break_18", + "frequency", + "filter_duration", + "column_break_21", + "start_date", + "section_break_33", + "subject", + "column_break_28", + "cc_to", + "section_break_30", + "body", + "help_text" + ], + "fields": [ + { + "fieldname": "frequency", + "fieldtype": "Select", + "label": "Frequency", + "options": "Weekly\nMonthly\nQuarterly" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Company", + "options": "Company", + "reqd": 1 + }, + { + "depends_on": "eval:doc.enable_auto_email == 0;", + "fieldname": "from_date", + "fieldtype": "Date", + "label": "From Date", + "mandatory_depends_on": "eval:doc.frequency == '';" + }, + { + "depends_on": "eval:doc.enable_auto_email == 0;", + "fieldname": "to_date", + "fieldtype": "Date", + "label": "To Date", + "mandatory_depends_on": "eval:doc.frequency == '';" + }, + { + "fieldname": "cost_center", + "fieldtype": "Table MultiSelect", + "label": "Cost Center", + "options": "PSOA Cost Center" + }, + { + "fieldname": "project", + "fieldtype": "Table MultiSelect", + "label": "Project", + "options": "PSOA Project" + }, + { + "fieldname": "section_break_3", + "fieldtype": "Section Break", + "label": "Customers" + }, + { + "fieldname": "column_break_6", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_11", + "fieldtype": "Section Break", + "label": "General Ledger Filters" + }, + { + "fieldname": "column_break_14", + "fieldtype": "Column Break" + }, + { + "fieldname": "column_break_17", + "fieldtype": "Section Break", + "hide_border": 1 + }, + { + "fieldname": "customer_collection", + "fieldtype": "Select", + "label": "Select Customers By", + "options": "\nCustomer Group\nTerritory\nSales Partner\nSales Person" + }, + { + "depends_on": "eval: doc.customer_collection !== ''", + "fieldname": "collection_name", + "fieldtype": "Dynamic Link", + "label": "Recipient", + "options": "customer_collection" + }, + { + "fieldname": "section_break_1", + "fieldtype": "Section Break", + "label": "Email Settings" + }, + { + "fieldname": "account", + "fieldtype": "Link", + "label": "Account", + "options": "Account" + }, + { + "fieldname": "finance_book", + "fieldtype": "Link", + "label": "Finance Book", + "options": "Finance Book" + }, + { + "fieldname": "preferences", + "fieldtype": "Section Break", + "label": "Print Preferences" + }, + { + "fieldname": "orientation", + "fieldtype": "Select", + "label": "Orientation", + "options": "Landscape\nPortrait" + }, + { + "default": "Today", + "fieldname": "start_date", + "fieldtype": "Date", + "label": "Start Date" + }, + { + "default": "Group by Voucher (Consolidated)", + "fieldname": "group_by", + "fieldtype": "Select", + "label": "Group By", + "options": "\nGroup by Voucher\nGroup by Voucher (Consolidated)" + }, + { + "fieldname": "currency", + "fieldtype": "Link", + "label": "Currency", + "options": "Currency" + }, + { + "default": "0", + "fieldname": "include_ageing", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Include Ageing Summary" + }, + { + "default": "Due Date", + "depends_on": "eval:doc.include_ageing === 1", + "fieldname": "ageing_based_on", + "fieldtype": "Select", + "label": "Ageing Based On", + "options": "Due Date\nPosting Date" + }, + { + "default": "0", + "fieldname": "enable_auto_email", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Enable Auto Email" + }, + { + "fieldname": "section_break_14", + "fieldtype": "Column Break", + "hide_border": 1 + }, + { + "depends_on": "eval: doc.enable_auto_email ==1", + "fieldname": "section_break_18", + "fieldtype": "Section Break", + "hide_border": 1 + }, + { + "fieldname": "column_break_21", + "fieldtype": "Column Break" + }, + { + "depends_on": "eval: doc.customer_collection !== ''", + "fieldname": "fetch_customers", + "fieldtype": "Button", + "label": "Fetch Customers", + "options": "fetch_customers", + "print_hide": 1, + "report_hide": 1 + }, + { + "default": "1", + "fieldname": "primary_mandatory", + "fieldtype": "Check", + "label": "Send To Primary Contact" + }, + { + "fieldname": "cc_to", + "fieldtype": "Link", + "label": "CC To", + "options": "User" + }, + { + "default": "1", + "fieldname": "filter_duration", + "fieldtype": "Int", + "label": "Filter Duration (Months)" + }, + { + "fieldname": "customers", + "fieldtype": "Table", + "label": "Customers", + "options": "Process Statement Of Accounts Customer", + "reqd": 1 + }, + { + "fieldname": "column_break_28", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_30", + "fieldtype": "Section Break", + "hide_border": 1 + }, + { + "fieldname": "section_break_33", + "fieldtype": "Section Break", + "hide_border": 1 + }, + { + "fieldname": "help_text", + "fieldtype": "HTML", + "label": "Help Text", + "options": "\n
Note
\n- \n
- \nYou can use Jinja tags in Subject and Body fields for dynamic values.\n
- \n All fields in this doctype are available under the doc object and all fields for the customer to whom the mail will go to is available under the customer object.\n
Examples
\n\n- \n
- Subject:
Statement Of Accounts for {{ customer.name }}\n - Body:
\nHello {{ customer.name }},
PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}. \n
PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.' + + validate_template(self.subject) + validate_template(self.body) + + if not self.customers: + frappe.throw(frappe._('Customers not selected.')) + + if self.enable_auto_email: + self.to_date = self.start_date + self.from_date = add_months(self.to_date, -1 * self.filter_duration) + + +def get_report_pdf(doc, consolidated=True): + statement_dict = {} + aging = '' + base_template_path = "frappe/www/printview.html" + template_path = "erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html" + + for entry in doc.customers: + if doc.include_ageing: + ageing_filters = frappe._dict({ + 'company': doc.company, + 'report_date': doc.to_date, + 'ageing_based_on': doc.ageing_based_on, + 'range1': 30, + 'range2': 60, + 'range3': 90, + 'range4': 120, + 'customer': entry.customer + }) + col1, aging = get_ageing(ageing_filters) + aging[0]['ageing_based_on'] = doc.ageing_based_on + + tax_id = frappe.get_doc('Customer', entry.customer).tax_id + + filters= frappe._dict({ + 'from_date': doc.from_date, + 'to_date': doc.to_date, + 'company': doc.company, + 'finance_book': doc.finance_book if doc.finance_book else None, + "account": doc.account if doc.account else None, + 'party_type': 'Customer', + 'party': [entry.customer], + 'group_by': doc.group_by, + 'currency': doc.currency, + 'cost_center': [cc.cost_center_name for cc in doc.cost_center], + 'project': [p.project_name for p in doc.project], + 'show_opening_entries': 0, + 'include_default_book_entries': 0, + 'show_cancelled_entries': 1, + 'tax_id': tax_id if tax_id else None + }) + col, res = get_soa(filters) + + for x in [0, -2, -1]: + res[x]['account'] = res[x]['account'].replace("'","") + + if len(res) == 3: + continue + html = frappe.render_template(template_path, \ + {"filters": filters, "data": res, "aging": aging[0] if doc.include_ageing else None}) + html = frappe.render_template(base_template_path, {"body": html, \ + "css": get_print_style(), "title": "Statement For " + entry.customer}) + statement_dict[entry.customer] = html + if not bool(statement_dict): + return False + elif consolidated: + result = ''.join(list(statement_dict.values())) + return get_pdf(result, {'orientation': doc.orientation}) + else: + for customer, statement_html in statement_dict.items(): + statement_dict[customer]=get_pdf(statement_html, {'orientation': doc.orientation}) + return statement_dict + +def get_customers_based_on_territory_or_customer_group(customer_collection, collection_name): + fields_dict = { + 'Customer Group': 'customer_group', + 'Territory': 'territory', + } + collection = frappe.get_doc(customer_collection, collection_name) + selected = [customer.name for customer in frappe.get_list(customer_collection, filters=[ + ['lft', '>=', collection.lft], + ['rgt', '<=', collection.rgt] + ], + fields=['name'], + order_by='lft asc, rgt desc' + )] + return frappe.get_list('Customer', fields=['name', 'email_id'], \ + filters=[[fields_dict[customer_collection], 'IN', selected]]) + +def get_customers_based_on_sales_person(sales_person): + lft, rgt = frappe.db.get_value("Sales Person", + sales_person, ["lft", "rgt"]) + records = frappe.db.sql(""" + select distinct parent, parenttype + from `tabSales Team` steam + where parenttype = 'Customer' + and exists(select name from `tabSales Person` where lft >= %s and rgt <= %s and name = steam.sales_person) + """, (lft, rgt), as_dict=1) + sales_person_records = frappe._dict() + for d in records: + sales_person_records.setdefault(d.parenttype, set()).add(d.parent) + customers = frappe.get_list('Customer', fields=['name', 'email_id'], \ + filters=[['name', 'in', list(sales_person_records['Customer'])]]) + return customers + +def get_recipients_and_cc(customer, doc): + recipients = [] + for clist in doc.customers: + if clist.customer == customer: + recipients.append(clist.billing_email) + if doc.primary_mandatory and clist.primary_email: + recipients.append(clist.primary_email) + cc = [] + if doc.cc_to != '': + try: + cc=[frappe.get_value('User', doc.cc_to, 'email')] + except: + pass + + return recipients, cc + +def get_context(customer, doc): + template_doc = copy.deepcopy(doc) + del template_doc.customers + template_doc.from_date = format_date(template_doc.from_date) + template_doc.to_date = format_date(template_doc.to_date) + return { + 'doc': template_doc, + 'customer': frappe.get_doc('Customer', customer), + 'frappe': frappe.utils + } + +@frappe.whitelist() +def fetch_customers(customer_collection, collection_name, primary_mandatory): + customer_list = [] + customers = [] + + if customer_collection == 'Sales Person': + customers = get_customers_based_on_sales_person(collection_name) + if not bool(customers): + frappe.throw('No Customers found with selected options.') + else: + if customer_collection == 'Sales Partner': + customers = frappe.get_list('Customer', fields=['name', 'email_id'], \ + filters=[['default_sales_partner', '=', collection_name]]) + else: + customers = get_customers_based_on_territory_or_customer_group(customer_collection, collection_name) + + for customer in customers: + primary_email = customer.get('email_id') or '' + billing_email = get_customer_emails(customer.name, 1, billing_and_primary=False) + + if billing_email == '' or (primary_email == '' and int(primary_mandatory)): + continue + + customer_list.append({ + 'name': customer.name, + 'primary_email': primary_email, + 'billing_email': billing_email + }) + return customer_list + +@frappe.whitelist() +def get_customer_emails(customer_name, primary_mandatory, billing_and_primary=True): + billing_email = frappe.db.sql(""" + SELECT c.email_id FROM `tabContact` AS c JOIN `tabDynamic Link` AS l ON c.name=l.parent \ + WHERE l.link_doctype='Customer' and l.link_name='""" + customer_name + """' and \ + c.is_billing_contact=1 \ + order by c.creation desc""") + + if len(billing_email) == 0 or (billing_email[0][0] is None): + if billing_and_primary: + frappe.throw('No billing email found for customer: '+ customer_name) + else: + return '' + + if billing_and_primary: + primary_email = frappe.get_value('Customer', customer_name, 'email_id') + if primary_email is None and int(primary_mandatory): + frappe.throw('No primary email found for customer: '+ customer_name) + return [primary_email or '', billing_email[0][0]] + else: + return billing_email[0][0] or '' + +@frappe.whitelist() +def download_statements(document_name): + doc = frappe.get_doc('Process Statement Of Accounts', document_name) + report = get_report_pdf(doc) + if report: + frappe.local.response.filename = doc.name + '.pdf' + frappe.local.response.filecontent = report + frappe.local.response.type = "download" + +@frappe.whitelist() +def send_emails(document_name, from_scheduler=False): + doc = frappe.get_doc('Process Statement Of Accounts', document_name) + report = get_report_pdf(doc, consolidated=False) + + if report: + for customer, report_pdf in report.items(): + attachments = [{ + 'fname': customer + '.pdf', + 'fcontent': report_pdf + }] + + recipients, cc = get_recipients_and_cc(customer, doc) + context = get_context(customer, doc) + subject = frappe.render_template(doc.subject, context) + message = frappe.render_template(doc.body, context) + + frappe.enqueue( + queue='short', + method=frappe.sendmail, + recipients=recipients, + sender=frappe.session.user, + cc=cc, + subject=subject, + message=message, + now=True, + reference_doctype='Process Statement Of Accounts', + reference_name=document_name, + attachments=attachments + ) + + if doc.enable_auto_email and from_scheduler: + new_to_date = getdate(today()) + if doc.frequency == 'Weekly': + new_to_date = add_days(new_to_date, 7) + else: + new_to_date = add_months(new_to_date, 1 if doc.frequency == 'Monthly' else 3) + new_from_date = add_months(new_to_date, -1 * doc.filter_duration) + doc.add_comment('Comment', 'Emails sent on: ' + frappe.utils.format_datetime(frappe.utils.now())) + doc.db_set('to_date', new_to_date, commit=True) + doc.db_set('from_date', new_from_date, commit=True) + return True + else: + return False + +@frappe.whitelist() +def send_auto_email(): + selected = frappe.get_list('Process Statement Of Accounts', filters={'to_date': format_date(today()), 'enable_auto_email': 1}) + for entry in selected: + send_emails(entry.name, from_scheduler=True) + return True \ No newline at end of file diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py b/erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py new file mode 100644 index 0000000000..30efbb3683 --- /dev/null +++ b/erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestProcessStatementOfAccounts(unittest.TestCase): + pass diff --git a/erpnext/accounts/doctype/process_statement_of_accounts_customer/__init__.py b/erpnext/accounts/doctype/process_statement_of_accounts_customer/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json new file mode 100644 index 0000000000..dd04dc1b3c --- /dev/null +++ b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json @@ -0,0 +1,47 @@ +{ + "actions": [], + "allow_workflow": 1, + "creation": "2020-08-03 16:35:21.852178", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "customer", + "billing_email", + "primary_email" + ], + "fields": [ + { + "fieldname": "customer", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Customer", + "options": "Customer", + "reqd": 1 + }, + { + "fieldname": "primary_email", + "fieldtype": "Read Only", + "in_list_view": 1, + "label": "Primary Contact Email" + }, + { + "fieldname": "billing_email", + "fieldtype": "Read Only", + "in_list_view": 1, + "label": "Billing Email" + } + ], + "istable": 1, + "links": [], + "modified": "2020-08-03 22:55:38.875601", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Process Statement Of Accounts Customer", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.py b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.py new file mode 100644 index 0000000000..1a760101db --- /dev/null +++ b/erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.py @@ -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 ProcessStatementOfAccountsCustomer(Document): + pass diff --git a/erpnext/accounts/doctype/psoa_cost_center/__init__.py b/erpnext/accounts/doctype/psoa_cost_center/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json new file mode 100644 index 0000000000..e292b60d68 --- /dev/null +++ b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json @@ -0,0 +1,30 @@ +{ + "actions": [], + "creation": "2020-08-03 16:56:45.744905", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "cost_center_name" + ], + "fields": [ + { + "fieldname": "cost_center_name", + "fieldtype": "Link", + "label": "Cost Center", + "options": "Cost Center" + } + ], + "istable": 1, + "links": [], + "modified": "2020-08-03 16:56:45.744905", + "modified_by": "Administrator", + "module": "Accounts", + "name": "PSOA Cost Center", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.py b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.py new file mode 100644 index 0000000000..0aeef3ed3a --- /dev/null +++ b/erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.py @@ -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 PSOACostCenter(Document): + pass diff --git a/erpnext/accounts/doctype/psoa_project/__init__.py b/erpnext/accounts/doctype/psoa_project/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/psoa_project/psoa_project.json b/erpnext/accounts/doctype/psoa_project/psoa_project.json new file mode 100644 index 0000000000..20a03eed96 --- /dev/null +++ b/erpnext/accounts/doctype/psoa_project/psoa_project.json @@ -0,0 +1,30 @@ +{ + "actions": [], + "creation": "2020-08-03 16:52:14.731978", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "project_name" + ], + "fields": [ + { + "fieldname": "project_name", + "fieldtype": "Link", + "label": "Project", + "options": "Project" + } + ], + "istable": 1, + "links": [], + "modified": "2020-08-03 16:53:39.219736", + "modified_by": "Administrator", + "module": "Accounts", + "name": "PSOA Project", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/psoa_project/psoa_project.py b/erpnext/accounts/doctype/psoa_project/psoa_project.py new file mode 100644 index 0000000000..f4a5dee975 --- /dev/null +++ b/erpnext/accounts/doctype/psoa_project/psoa_project.py @@ -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 PSOAProject(Document): + pass diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json index eb1ccd95af..d62e73b6ac 100644 --- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json +++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json @@ -171,9 +171,7 @@ "hidden": 1, "label": "Title", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "naming_series", @@ -182,12 +180,10 @@ "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", - "options": "ACC-PINV-.YYYY.-", + "options": "ACC-PINV-.YYYY.-\nACC-PINV-RET-.YYYY.-", "print_hide": 1, "reqd": 1, - "set_only_once": 1, - "show_days": 1, - "show_seconds": 1 + "set_only_once": 1 }, { "fieldname": "supplier", @@ -199,9 +195,7 @@ "options": "Supplier", "print_hide": 1, "reqd": 1, - "search_index": 1, - "show_days": 1, - "show_seconds": 1 + "search_index": 1 }, { "bold": 1, @@ -213,9 +207,7 @@ "label": "Supplier Name", "oldfieldname": "supplier_name", "oldfieldtype": "Data", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fetch_from": "supplier.tax_id", @@ -223,27 +215,21 @@ "fieldtype": "Read Only", "label": "Tax Id", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "due_date", "fieldtype": "Date", "label": "Due Date", "oldfieldname": "due_date", - "oldfieldtype": "Date", - "show_days": 1, - "show_seconds": 1 + "oldfieldtype": "Date" }, { "default": "0", "fieldname": "is_paid", "fieldtype": "Check", "label": "Is Paid", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "default": "0", @@ -251,25 +237,19 @@ "fieldtype": "Check", "label": "Is Return (Debit Note)", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "default": "0", "fieldname": "apply_tds", "fieldtype": "Check", "label": "Apply Tax Withholding Amount", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break1", "fieldtype": "Column Break", "oldfieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1, "width": "50%" }, { @@ -279,17 +259,13 @@ "label": "Company", "options": "Company", "print_hide": 1, - "remember_last_selected_value": 1, - "show_days": 1, - "show_seconds": 1 + "remember_last_selected_value": 1 }, { "fieldname": "cost_center", "fieldtype": "Link", "label": "Cost Center", - "options": "Cost Center", - "show_days": 1, - "show_seconds": 1 + "options": "Cost Center" }, { "default": "Today", @@ -301,9 +277,7 @@ "oldfieldtype": "Date", "print_hide": 1, "reqd": 1, - "search_index": 1, - "show_days": 1, - "show_seconds": 1 + "search_index": 1 }, { "fieldname": "posting_time", @@ -312,8 +286,6 @@ "no_copy": 1, "print_hide": 1, "print_width": "100px", - "show_days": 1, - "show_seconds": 1, "width": "100px" }, { @@ -322,9 +294,7 @@ "fieldname": "set_posting_time", "fieldtype": "Check", "label": "Edit Posting Date and Time", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "amended_from", @@ -336,58 +306,44 @@ "oldfieldtype": "Link", "options": "Purchase Invoice", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "collapsible_depends_on": "eval:doc.on_hold", "fieldname": "sb_14", "fieldtype": "Section Break", - "label": "Hold Invoice", - "show_days": 1, - "show_seconds": 1 + "label": "Hold Invoice" }, { "default": "0", "fieldname": "on_hold", "fieldtype": "Check", - "label": "Hold Invoice", - "show_days": 1, - "show_seconds": 1 + "label": "Hold Invoice" }, { "depends_on": "eval:doc.on_hold", "description": "Once set, this invoice will be on hold till the set date", "fieldname": "release_date", "fieldtype": "Date", - "label": "Release Date", - "show_days": 1, - "show_seconds": 1 + "label": "Release Date" }, { "fieldname": "cb_17", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "depends_on": "eval:doc.on_hold", "fieldname": "hold_comment", "fieldtype": "Small Text", - "label": "Reason For Putting On Hold", - "show_days": 1, - "show_seconds": 1 + "label": "Reason For Putting On Hold" }, { "collapsible": 1, "collapsible_depends_on": "bill_no", "fieldname": "supplier_invoice_details", "fieldtype": "Section Break", - "label": "Supplier Invoice Details", - "show_days": 1, - "show_seconds": 1 + "label": "Supplier Invoice Details" }, { "fieldname": "bill_no", @@ -395,15 +351,11 @@ "label": "Supplier Invoice No", "oldfieldname": "bill_no", "oldfieldtype": "Data", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_15", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "bill_date", @@ -411,17 +363,13 @@ "label": "Supplier Invoice Date", "oldfieldname": "bill_date", "oldfieldtype": "Date", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "depends_on": "return_against", "fieldname": "returns", "fieldtype": "Section Break", - "label": "Returns", - "show_days": 1, - "show_seconds": 1 + "label": "Returns" }, { "depends_on": "return_against", @@ -431,34 +379,26 @@ "no_copy": 1, "options": "Purchase Invoice", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "fieldname": "section_addresses", "fieldtype": "Section Break", - "label": "Address and Contact", - "show_days": 1, - "show_seconds": 1 + "label": "Address and Contact" }, { "fieldname": "supplier_address", "fieldtype": "Link", "label": "Select Supplier Address", "options": "Address", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "address_display", "fieldtype": "Small Text", "label": "Address", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "contact_person", @@ -466,67 +406,51 @@ "in_global_search": 1, "label": "Contact Person", "options": "Contact", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "contact_display", "fieldtype": "Small Text", "label": "Contact", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "contact_mobile", "fieldtype": "Small Text", "label": "Mobile No", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "contact_email", "fieldtype": "Small Text", "label": "Contact Email", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "col_break_address", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "shipping_address", "fieldtype": "Link", "label": "Select Shipping Address", "options": "Address", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "shipping_address_display", "fieldtype": "Small Text", "label": "Shipping Address", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "fieldname": "currency_and_price_list", "fieldtype": "Section Break", "label": "Currency and Price List", - "options": "fa fa-tag", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-tag" }, { "fieldname": "currency", @@ -535,9 +459,7 @@ "oldfieldname": "currency", "oldfieldtype": "Select", "options": "Currency", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "conversion_rate", @@ -546,24 +468,18 @@ "oldfieldname": "conversion_rate", "oldfieldtype": "Currency", "precision": "9", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break2", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "buying_price_list", "fieldtype": "Link", "label": "Price List", "options": "Price List", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "price_list_currency", @@ -571,18 +487,14 @@ "label": "Price List Currency", "options": "Currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "plc_conversion_rate", "fieldtype": "Float", "label": "Price List Exchange Rate", "precision": "9", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "default": "0", @@ -591,15 +503,11 @@ "label": "Ignore Pricing Rule", "no_copy": 1, "permlevel": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "sec_warehouse", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "depends_on": "update_stock", @@ -607,9 +515,7 @@ "fieldtype": "Link", "label": "Set Accepted Warehouse", "options": "Warehouse", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "depends_on": "update_stock", @@ -619,15 +525,11 @@ "label": "Rejected Warehouse", "no_copy": 1, "options": "Warehouse", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "col_break_warehouse", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "default": "No", @@ -635,9 +537,7 @@ "fieldtype": "Select", "label": "Raw Materials Supplied", "options": "No\nYes", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "depends_on": "eval:doc.is_subcontracted==\"Yes\"", @@ -648,33 +548,25 @@ "options": "Warehouse", "print_hide": 1, "print_width": "50px", - "show_days": 1, - "show_seconds": 1, "width": "50px" }, { "fieldname": "items_section", "fieldtype": "Section Break", "oldfieldtype": "Section Break", - "options": "fa fa-shopping-cart", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-shopping-cart" }, { "default": "0", "fieldname": "update_stock", "fieldtype": "Check", "label": "Update Stock", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "scan_barcode", "fieldtype": "Data", - "label": "Scan Barcode", - "show_days": 1, - "show_seconds": 1 + "label": "Scan Barcode" }, { "allow_bulk_edit": 1, @@ -684,56 +576,42 @@ "oldfieldname": "entries", "oldfieldtype": "Table", "options": "Purchase Invoice Item", - "reqd": 1, - "show_days": 1, - "show_seconds": 1 + "reqd": 1 }, { "fieldname": "pricing_rule_details", "fieldtype": "Section Break", - "label": "Pricing Rules", - "show_days": 1, - "show_seconds": 1 + "label": "Pricing Rules" }, { "fieldname": "pricing_rules", "fieldtype": "Table", "label": "Pricing Rule Detail", "options": "Pricing Rule Detail", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible_depends_on": "supplied_items", "fieldname": "raw_materials_supplied", "fieldtype": "Section Break", - "label": "Raw Materials Supplied", - "show_days": 1, - "show_seconds": 1 + "label": "Raw Materials Supplied" }, { "fieldname": "supplied_items", "fieldtype": "Table", "label": "Supplied Items", "options": "Purchase Receipt Item Supplied", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "section_break_26", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "fieldname": "total_qty", "fieldtype": "Float", "label": "Total Quantity", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_total", @@ -741,9 +619,7 @@ "label": "Total (Company Currency)", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_net_total", @@ -753,24 +629,18 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_28", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "total", "fieldtype": "Currency", "label": "Total", "options": "currency", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "net_total", @@ -780,56 +650,42 @@ "oldfieldtype": "Currency", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "total_net_weight", "fieldtype": "Float", "label": "Total Net Weight", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "taxes_section", "fieldtype": "Section Break", "oldfieldtype": "Section Break", - "options": "fa fa-money", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-money" }, { "fieldname": "tax_category", "fieldtype": "Link", "label": "Tax Category", "options": "Tax Category", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_49", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "shipping_rule", "fieldtype": "Link", "label": "Shipping Rule", "options": "Shipping Rule", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "section_break_51", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "fieldname": "taxes_and_charges", @@ -838,9 +694,7 @@ "oldfieldname": "purchase_other_charges", "oldfieldtype": "Link", "options": "Purchase Taxes and Charges Template", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "taxes", @@ -848,17 +702,13 @@ "label": "Purchase Taxes and Charges", "oldfieldname": "purchase_tax_details", "oldfieldtype": "Table", - "options": "Purchase Taxes and Charges", - "show_days": 1, - "show_seconds": 1 + "options": "Purchase Taxes and Charges" }, { "collapsible": 1, "fieldname": "sec_tax_breakup", "fieldtype": "Section Break", - "label": "Tax Breakup", - "show_days": 1, - "show_seconds": 1 + "label": "Tax Breakup" }, { "fieldname": "other_charges_calculation", @@ -867,17 +717,13 @@ "no_copy": 1, "oldfieldtype": "HTML", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "totals", "fieldtype": "Section Break", "oldfieldtype": "Section Break", - "options": "fa fa-money", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-money" }, { "fieldname": "base_taxes_and_charges_added", @@ -887,9 +733,7 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_taxes_and_charges_deducted", @@ -899,9 +743,7 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_total_taxes_and_charges", @@ -911,15 +753,11 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_40", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "taxes_and_charges_added", @@ -929,9 +767,7 @@ "oldfieldtype": "Currency", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "taxes_and_charges_deducted", @@ -941,9 +777,7 @@ "oldfieldtype": "Currency", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "total_taxes_and_charges", @@ -951,18 +785,14 @@ "label": "Total Taxes and Charges", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "collapsible_depends_on": "discount_amount", "fieldname": "section_break_44", "fieldtype": "Section Break", - "label": "Additional Discount", - "show_days": 1, - "show_seconds": 1 + "label": "Additional Discount" }, { "default": "Grand Total", @@ -970,9 +800,7 @@ "fieldtype": "Select", "label": "Apply Additional Discount On", "options": "\nGrand Total\nNet Total", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "base_discount_amount", @@ -980,38 +808,28 @@ "label": "Additional Discount Amount (Company Currency)", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_46", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "additional_discount_percentage", "fieldtype": "Float", "label": "Additional Discount Percentage", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "discount_amount", "fieldtype": "Currency", "label": "Additional Discount Amount", "options": "currency", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "section_break_49", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "fieldname": "base_grand_total", @@ -1021,9 +839,7 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_rounding_adjustment", @@ -1032,9 +848,7 @@ "no_copy": 1, "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "depends_on": "eval:!doc.disable_rounded_total", @@ -1044,28 +858,23 @@ "no_copy": 1, "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_in_words", "fieldtype": "Data", "label": "In Words (Company Currency)", + "length": 240, "oldfieldname": "in_words", "oldfieldtype": "Data", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break8", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "print_hide": 1, - "show_days": 1, - "show_seconds": 1, "width": "50%" }, { @@ -1076,9 +885,7 @@ "oldfieldname": "grand_total_import", "oldfieldtype": "Currency", "options": "currency", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "rounding_adjustment", @@ -1087,9 +894,7 @@ "no_copy": 1, "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "depends_on": "eval:!doc.disable_rounded_total", @@ -1099,20 +904,17 @@ "no_copy": 1, "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "in_words", "fieldtype": "Data", "label": "In Words", + "length": 240, "oldfieldname": "in_words_import", "oldfieldtype": "Data", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "total_advance", @@ -1123,9 +925,7 @@ "oldfieldtype": "Currency", "options": "party_account_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "outstanding_amount", @@ -1136,18 +936,14 @@ "oldfieldtype": "Currency", "options": "party_account_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "default": "0", "depends_on": "grand_total", "fieldname": "disable_rounded_total", "fieldtype": "Check", - "label": "Disable Rounded Total", - "show_days": 1, - "show_seconds": 1 + "label": "Disable Rounded Total" }, { "collapsible": 1, @@ -1155,40 +951,32 @@ "depends_on": "eval:doc.is_paid===1||(doc.advances && doc.advances.length>0)", "fieldname": "payments_section", "fieldtype": "Section Break", - "label": "Payments", - "show_days": 1, - "show_seconds": 1 + "label": "Payments" }, { "fieldname": "mode_of_payment", "fieldtype": "Link", "label": "Mode of Payment", "options": "Mode of Payment", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "cash_bank_account", "fieldtype": "Link", "label": "Cash/Bank Account", - "options": "Account", - "show_days": 1, - "show_seconds": 1 + "options": "Account" }, { "fieldname": "clearance_date", "fieldtype": "Date", - "hidden": 1, "label": "Clearance Date", - "show_days": 1, - "show_seconds": 1 + "no_copy": 1, + "print_hide": 1, + "read_only": 1 }, { "fieldname": "col_br_payments", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "depends_on": "is_paid", @@ -1197,9 +985,7 @@ "label": "Paid Amount", "no_copy": 1, "options": "currency", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "base_paid_amount", @@ -1208,9 +994,7 @@ "no_copy": 1, "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, @@ -1218,9 +1002,7 @@ "depends_on": "grand_total", "fieldname": "write_off", "fieldtype": "Section Break", - "label": "Write Off", - "show_days": 1, - "show_seconds": 1 + "label": "Write Off" }, { "fieldname": "write_off_amount", @@ -1228,9 +1010,7 @@ "label": "Write Off Amount", "no_copy": 1, "options": "currency", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "base_write_off_amount", @@ -1239,15 +1019,11 @@ "no_copy": 1, "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_61", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "depends_on": "eval:flt(doc.write_off_amount)!=0", @@ -1255,9 +1031,7 @@ "fieldtype": "Link", "label": "Write Off Account", "options": "Account", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "depends_on": "eval:flt(doc.write_off_amount)!=0", @@ -1265,9 +1039,7 @@ "fieldtype": "Link", "label": "Write Off Cost Center", "options": "Cost Center", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, @@ -1277,17 +1049,13 @@ "label": "Advance Payments", "oldfieldtype": "Section Break", "options": "fa fa-money", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "default": "0", "fieldname": "allocate_advances_automatically", "fieldtype": "Check", - "label": "Set Advances and Allocate (FIFO)", - "show_days": 1, - "show_seconds": 1 + "label": "Set Advances and Allocate (FIFO)" }, { "depends_on": "eval:!doc.allocate_advances_automatically", @@ -1295,9 +1063,7 @@ "fieldtype": "Button", "label": "Get Advances Paid", "oldfieldtype": "Button", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "advances", @@ -1307,26 +1073,20 @@ "oldfieldname": "advance_allocation_details", "oldfieldtype": "Table", "options": "Purchase Invoice Advance", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, "collapsible_depends_on": "eval:(!doc.is_return)", "fieldname": "payment_schedule_section", "fieldtype": "Section Break", - "label": "Payment Terms", - "show_days": 1, - "show_seconds": 1 + "label": "Payment Terms" }, { "fieldname": "payment_terms_template", "fieldtype": "Link", "label": "Payment Terms Template", - "options": "Payment Terms Template", - "show_days": 1, - "show_seconds": 1 + "options": "Payment Terms Template" }, { "fieldname": "payment_schedule", @@ -1334,9 +1094,7 @@ "label": "Payment Schedule", "no_copy": 1, "options": "Payment Schedule", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, @@ -1344,33 +1102,25 @@ "fieldname": "terms_section_break", "fieldtype": "Section Break", "label": "Terms and Conditions", - "options": "fa fa-legal", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-legal" }, { "fieldname": "tc_name", "fieldtype": "Link", "label": "Terms", "options": "Terms and Conditions", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "terms", "fieldtype": "Text Editor", - "label": "Terms and Conditions1", - "show_days": 1, - "show_seconds": 1 + "label": "Terms and Conditions1" }, { "collapsible": 1, "fieldname": "printing_settings", "fieldtype": "Section Break", - "label": "Printing Settings", - "show_days": 1, - "show_seconds": 1 + "label": "Printing Settings" }, { "allow_on_submit": 1, @@ -1378,9 +1128,7 @@ "fieldtype": "Link", "label": "Letter Head", "options": "Letter Head", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "allow_on_submit": 1, @@ -1388,15 +1136,11 @@ "fieldname": "group_same_items", "fieldtype": "Check", "label": "Group same items", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_112", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "allow_on_submit": 1, @@ -1408,18 +1152,14 @@ "oldfieldtype": "Link", "options": "Print Heading", "print_hide": 1, - "report_hide": 1, - "show_days": 1, - "show_seconds": 1 + "report_hide": 1 }, { "fieldname": "language", "fieldtype": "Data", "label": "Print Language", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, @@ -1428,9 +1168,7 @@ "label": "More Information", "oldfieldtype": "Section Break", "options": "fa fa-file-text", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "credit_to", @@ -1441,9 +1179,7 @@ "options": "Account", "print_hide": 1, "reqd": 1, - "search_index": 1, - "show_days": 1, - "show_seconds": 1 + "search_index": 1 }, { "fieldname": "party_account_currency", @@ -1453,9 +1189,7 @@ "no_copy": 1, "options": "Currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "default": "No", @@ -1465,9 +1199,7 @@ "oldfieldname": "is_opening", "oldfieldtype": "Select", "options": "No\nYes", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "against_expense_account", @@ -1477,15 +1209,11 @@ "no_copy": 1, "oldfieldname": "against_expense_account", "oldfieldtype": "Small Text", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_63", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "default": "Draft", @@ -1494,18 +1222,14 @@ "in_standard_filter": 1, "label": "Status", "options": "\nDraft\nReturn\nDebit Note Issued\nSubmitted\nPaid\nUnpaid\nOverdue\nCancelled", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "inter_company_invoice_reference", "fieldtype": "Link", "label": "Inter Company Invoice Reference", "options": "Sales Invoice", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "remarks", @@ -1514,18 +1238,14 @@ "no_copy": 1, "oldfieldname": "remarks", "oldfieldtype": "Text", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, "fieldname": "subscription_section", "fieldtype": "Section Break", "label": "Subscription Section", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "allow_on_submit": 1, @@ -1534,9 +1254,7 @@ "fieldtype": "Date", "label": "From Date", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "allow_on_submit": 1, @@ -1545,15 +1263,11 @@ "fieldtype": "Date", "label": "To Date", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_114", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "auto_repeat", @@ -1562,32 +1276,24 @@ "no_copy": 1, "options": "Auto Repeat", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "allow_on_submit": 1, "depends_on": "eval: doc.auto_repeat", "fieldname": "update_auto_repeat_reference", "fieldtype": "Button", - "label": "Update Auto Repeat Reference", - "show_days": 1, - "show_seconds": 1 + "label": "Update Auto Repeat Reference" }, { "collapsible": 1, "fieldname": "accounting_dimensions_section", "fieldtype": "Section Break", - "label": "Accounting Dimensions ", - "show_days": 1, - "show_seconds": 1 + "label": "Accounting Dimensions " }, { "fieldname": "dimension_col_break", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "default": "0", @@ -1595,15 +1301,7 @@ "fieldname": "is_internal_supplier", "fieldtype": "Check", "label": "Is Internal Supplier", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 - }, - { - "fieldname": "project", - "fieldtype": "Link", - "label": "Project", - "options": "Project" + "read_only": 1 }, { "fieldname": "tax_withholding_category", @@ -1611,32 +1309,32 @@ "hidden": 1, "label": "Tax Withholding Category", "options": "Tax Withholding Category", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "billing_address", "fieldtype": "Link", "label": "Select Billing Address", - "options": "Address", - "show_days": 1, - "show_seconds": 1 + "options": "Address" }, { "fieldname": "billing_address_display", "fieldtype": "Small Text", "label": "Billing Address", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 + }, + { + "fieldname": "project", + "fieldtype": "Link", + "label": "Project", + "options": "Project" } ], "icon": "fa fa-file-text", "idx": 204, "is_submittable": 1, "links": [], - "modified": "2020-06-13 22:26:30.800199", + "modified": "2020-08-03 23:20:04.466153", "modified_by": "Administrator", "module": "Accounts", "name": "Purchase Invoice", @@ -1698,4 +1396,4 @@ "timeline_field": "supplier", "title_field": "title", "track_changes": 1 -} \ No newline at end of file +} diff --git a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json index 52a5be0984..f6d76e5050 100644 --- a/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json +++ b/erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json @@ -1,5 +1,4 @@ { - "actions": [], "autoname": "hash", "creation": "2013-05-22 12:43:10", "doctype": "DocType", @@ -82,6 +81,7 @@ "item_tax_rate", "bom", "include_exploded_items", + "purchase_invoice_item", "col_break6", "purchase_order", "po_detail", @@ -769,12 +769,21 @@ "collapsible": 1, "fieldname": "col_break7", "fieldtype": "Column Break" + }, + { + "depends_on": "eval:parent.update_stock == 1", + "fieldname": "purchase_invoice_item", + "fieldtype": "Data", + "ignore_user_permissions": 1, + "label": "Purchase Invoice Item", + "no_copy": 1, + "print_hide": 1, + "read_only": 1 } ], "idx": 1, "istable": 1, - "links": [], - "modified": "2020-04-22 10:37:35.103176", + "modified": "2020-08-20 11:48:01.398356", "modified_by": "Administrator", "module": "Accounts", "name": "Purchase Invoice Item", diff --git a/erpnext/accounts/doctype/sales_invoice/pos.py b/erpnext/accounts/doctype/sales_invoice/pos.py deleted file mode 100755 index c49ac292be..0000000000 --- a/erpnext/accounts/doctype/sales_invoice/pos.py +++ /dev/null @@ -1,626 +0,0 @@ -# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors -# License: GNU General Public License v3. See license.txt -from __future__ import unicode_literals - -import json - -import frappe -from erpnext.accounts.party import get_party_account_currency -from erpnext.controllers.accounts_controller import get_taxes_and_charges -from erpnext.setup.utils import get_exchange_rate -from erpnext.stock.get_item_details import get_pos_profile -from frappe import _ -from frappe.core.doctype.communication.email import make -from frappe.utils import nowdate, cint - -from six import string_types, iteritems - - -@frappe.whitelist() -def get_pos_data(): - doc = frappe.new_doc('Sales Invoice') - doc.is_pos = 1 - pos_profile = get_pos_profile(doc.company) or {} - if not pos_profile: - frappe.throw(_("POS Profile is required to use Point-of-Sale")) - - if not doc.company: - doc.company = pos_profile.get('company') - - doc.update_stock = pos_profile.get('update_stock') - - if pos_profile.get('name'): - pos_profile = frappe.get_doc('POS Profile', pos_profile.get('name')) - pos_profile.validate() - - company_data = get_company_data(doc.company) - update_pos_profile_data(doc, pos_profile, company_data) - update_multi_mode_option(doc, pos_profile) - default_print_format = pos_profile.get('print_format') or "Point of Sale" - print_template = frappe.db.get_value('Print Format', default_print_format, 'html') - items_list = get_items_list(pos_profile, doc.company) - customers = get_customers_list(pos_profile) - - doc.plc_conversion_rate = update_plc_conversion_rate(doc, pos_profile) - - return { - 'doc': doc, - 'default_customer': pos_profile.get('customer'), - 'items': items_list, - 'item_groups': get_item_groups(pos_profile), - 'customers': customers, - 'address': get_customers_address(customers), - 'contacts': get_contacts(customers), - 'serial_no_data': get_serial_no_data(pos_profile, doc.company), - 'batch_no_data': get_batch_no_data(), - 'barcode_data': get_barcode_data(items_list), - 'tax_data': get_item_tax_data(), - 'price_list_data': get_price_list_data(doc.selling_price_list, doc.plc_conversion_rate), - 'customer_wise_price_list': get_customer_wise_price_list(), - 'bin_data': get_bin_data(pos_profile), - 'pricing_rules': get_pricing_rule_data(doc), - 'print_template': print_template, - 'pos_profile': pos_profile, - 'meta': get_meta() - } - -def update_plc_conversion_rate(doc, pos_profile): - conversion_rate = 1.0 - - price_list_currency = frappe.get_cached_value("Price List", doc.selling_price_list, "currency") - if pos_profile.get("currency") != price_list_currency: - conversion_rate = get_exchange_rate(price_list_currency, - pos_profile.get("currency"), nowdate(), args="for_selling") or 1.0 - - return conversion_rate - -def get_meta(): - doctype_meta = { - 'customer': frappe.get_meta('Customer'), - 'invoice': frappe.get_meta('Sales Invoice') - } - - for row in frappe.get_all('DocField', fields=['fieldname', 'options'], - filters={'parent': 'Sales Invoice', 'fieldtype': 'Table'}): - doctype_meta[row.fieldname] = frappe.get_meta(row.options) - - return doctype_meta - - -def get_company_data(company): - return frappe.get_all('Company', fields=["*"], filters={'name': company})[0] - - -def update_pos_profile_data(doc, pos_profile, company_data): - doc.campaign = pos_profile.get('campaign') - if pos_profile and not pos_profile.get('country'): - pos_profile.country = company_data.country - - doc.write_off_account = pos_profile.get('write_off_account') or \ - company_data.write_off_account - doc.change_amount_account = pos_profile.get('change_amount_account') or \ - company_data.default_cash_account - doc.taxes_and_charges = pos_profile.get('taxes_and_charges') - if doc.taxes_and_charges: - update_tax_table(doc) - - doc.currency = pos_profile.get('currency') or company_data.default_currency - doc.conversion_rate = 1.0 - - if doc.currency != company_data.default_currency: - doc.conversion_rate = get_exchange_rate(doc.currency, company_data.default_currency, doc.posting_date, args="for_selling") - - doc.selling_price_list = pos_profile.get('selling_price_list') or \ - frappe.db.get_value('Selling Settings', None, 'selling_price_list') - doc.naming_series = pos_profile.get('naming_series') or 'SINV-' - doc.letter_head = pos_profile.get('letter_head') or company_data.default_letter_head - doc.ignore_pricing_rule = pos_profile.get('ignore_pricing_rule') or 0 - doc.apply_discount_on = pos_profile.get('apply_discount_on') or 'Grand Total' - doc.customer_group = pos_profile.get('customer_group') or get_root('Customer Group') - doc.territory = pos_profile.get('territory') or get_root('Territory') - doc.terms = frappe.db.get_value('Terms and Conditions', pos_profile.get('tc_name'), 'terms') or doc.terms or '' - doc.offline_pos_name = '' - - -def get_root(table): - root = frappe.db.sql(""" select name from `tab%(table)s` having - min(lft)""" % {'table': table}, as_dict=1) - - return root[0].name - - -def update_multi_mode_option(doc, pos_profile): - from frappe.model import default_fields - - if not pos_profile or not pos_profile.get('payments'): - for payment in get_mode_of_payment(doc): - payments = doc.append('payments', {}) - payments.mode_of_payment = payment.parent - payments.account = payment.default_account - payments.type = payment.type - - return - - for payment_mode in pos_profile.payments: - payment_mode = payment_mode.as_dict() - - for fieldname in default_fields: - if fieldname in payment_mode: - del payment_mode[fieldname] - - doc.append('payments', payment_mode) - - -def get_mode_of_payment(doc): - return frappe.db.sql(""" - select mpa.default_account, mpa.parent, mp.type as type - from `tabMode of Payment Account` mpa,`tabMode of Payment` mp - where mpa.parent = mp.name and mpa.company = %(company)s and mp.enabled = 1""", - {'company': doc.company}, as_dict=1) - - -def update_tax_table(doc): - taxes = get_taxes_and_charges('Sales Taxes and Charges Template', doc.taxes_and_charges) - for tax in taxes: - doc.append('taxes', tax) - - -def get_items_list(pos_profile, company): - cond = "" - args_list = [] - if pos_profile.get('item_groups'): - # Get items based on the item groups defined in the POS profile - for d in pos_profile.get('item_groups'): - args_list.extend([d.name for d in get_child_nodes('Item Group', d.item_group)]) - if args_list: - cond = "and i.item_group in (%s)" % (', '.join(['%s'] * len(args_list))) - - return frappe.db.sql(""" - select - i.name, i.item_code, i.item_name, i.description, i.item_group, i.has_batch_no, - i.has_serial_no, i.is_stock_item, i.brand, i.stock_uom, i.image, - id.expense_account, id.selling_cost_center, id.default_warehouse, - i.sales_uom, c.conversion_factor - from - `tabItem` i - left join `tabItem Default` id on id.parent = i.name and id.company = %s - left join `tabUOM Conversion Detail` c on i.name = c.parent and i.sales_uom = c.uom - where - i.disabled = 0 and i.has_variants = 0 and i.is_sales_item = 1 - {cond} - """.format(cond=cond), tuple([company] + args_list), as_dict=1) - - -def get_item_groups(pos_profile): - item_group_dict = {} - item_groups = frappe.db.sql("""Select name, - lft, rgt from `tabItem Group` order by lft""", as_dict=1) - - for data in item_groups: - item_group_dict[data.name] = [data.lft, data.rgt] - return item_group_dict - - -def get_customers_list(pos_profile={}): - cond = "1=1" - customer_groups = [] - if pos_profile.get('customer_groups'): - # Get customers based on the customer groups defined in the POS profile - for d in pos_profile.get('customer_groups'): - customer_groups.extend([d.get('name') for d in get_child_nodes('Customer Group', d.get('customer_group'))]) - cond = "customer_group in (%s)" % (', '.join(['%s'] * len(customer_groups))) - - return frappe.db.sql(""" select name, customer_name, customer_group, - territory, customer_pos_id from tabCustomer where disabled = 0 - and {cond}""".format(cond=cond), tuple(customer_groups), as_dict=1) or {} - - -def get_customers_address(customers): - customer_address = {} - if isinstance(customers, string_types): - customers = [frappe._dict({'name': customers})] - - for data in customers: - address = frappe.db.sql(""" select name, address_line1, address_line2, city, state, - email_id, phone, fax, pincode from `tabAddress` where is_primary_address =1 and name in - (select parent from `tabDynamic Link` where link_doctype = 'Customer' and link_name = %s - and parenttype = 'Address')""", data.name, as_dict=1) - address_data = {} - if address: - address_data = address[0] - - address_data.update({'full_name': data.customer_name, 'customer_pos_id': data.customer_pos_id}) - customer_address[data.name] = address_data - - return customer_address - - -def get_contacts(customers): - customer_contact = {} - if isinstance(customers, string_types): - customers = [frappe._dict({'name': customers})] - - for data in customers: - contact = frappe.db.sql(""" select email_id, phone, mobile_no from `tabContact` - where is_primary_contact=1 and name in - (select parent from `tabDynamic Link` where link_doctype = 'Customer' and link_name = %s - and parenttype = 'Contact')""", data.name, as_dict=1) - if contact: - customer_contact[data.name] = contact[0] - - return customer_contact - - -def get_child_nodes(group_type, root): - lft, rgt = frappe.db.get_value(group_type, root, ["lft", "rgt"]) - return frappe.db.sql(""" Select name, lft, rgt from `tab{tab}` where - lft >= {lft} and rgt <= {rgt} order by lft""".format(tab=group_type, lft=lft, rgt=rgt), as_dict=1) - - -def get_serial_no_data(pos_profile, company): - # get itemwise serial no data - # example {'Nokia Lumia 1020': {'SN0001': 'Pune'}} - # where Nokia Lumia 1020 is item code, SN0001 is serial no and Pune is warehouse - - cond = "1=1" - if pos_profile.get('update_stock') and pos_profile.get('warehouse'): - cond = "warehouse = %(warehouse)s" - - serial_nos = frappe.db.sql("""select name, warehouse, item_code - from `tabSerial No` where {0} and company = %(company)s """.format(cond),{ - 'company': company, 'warehouse': frappe.db.escape(pos_profile.get('warehouse')) - }, as_dict=1) - - itemwise_serial_no = {} - for sn in serial_nos: - if sn.item_code not in itemwise_serial_no: - itemwise_serial_no.setdefault(sn.item_code, {}) - itemwise_serial_no[sn.item_code][sn.name] = sn.warehouse - - return itemwise_serial_no - - -def get_batch_no_data(): - # get itemwise batch no data - # exmaple: {'LED-GRE': [Batch001, Batch002]} - # where LED-GRE is item code, SN0001 is serial no and Pune is warehouse - - itemwise_batch = {} - batches = frappe.db.sql("""select name, item from `tabBatch` - where ifnull(expiry_date, '4000-10-10') >= curdate()""", as_dict=1) - - for batch in batches: - if batch.item not in itemwise_batch: - itemwise_batch.setdefault(batch.item, []) - itemwise_batch[batch.item].append(batch.name) - - return itemwise_batch - - -def get_barcode_data(items_list): - # get itemwise batch no data - # exmaple: {'LED-GRE': [Batch001, Batch002]} - # where LED-GRE is item code, SN0001 is serial no and Pune is warehouse - - itemwise_barcode = {} - for item in items_list: - barcodes = frappe.db.sql(""" - select barcode from `tabItem Barcode` where parent = %s - """, item.item_code, as_dict=1) - - for barcode in barcodes: - if item.item_code not in itemwise_barcode: - itemwise_barcode.setdefault(item.item_code, []) - itemwise_barcode[item.item_code].append(barcode.get("barcode")) - - return itemwise_barcode - - -def get_item_tax_data(): - # get default tax of an item - # example: {'Consulting Services': {'Excise 12 - TS': '12.000'}} - - itemwise_tax = {} - taxes = frappe.db.sql(""" select parent, tax_type, tax_rate from `tabItem Tax Template Detail`""", as_dict=1) - - for tax in taxes: - if tax.parent not in itemwise_tax: - itemwise_tax.setdefault(tax.parent, {}) - itemwise_tax[tax.parent][tax.tax_type] = tax.tax_rate - - return itemwise_tax - - -def get_price_list_data(selling_price_list, conversion_rate): - itemwise_price_list = {} - price_lists = frappe.db.sql("""Select ifnull(price_list_rate, 0) as price_list_rate, - item_code from `tabItem Price` ip where price_list = %(price_list)s""", - {'price_list': selling_price_list}, as_dict=1) - - for item in price_lists: - itemwise_price_list[item.item_code] = item.price_list_rate * conversion_rate - - return itemwise_price_list - -def get_customer_wise_price_list(): - customer_wise_price = {} - customer_price_list_mapping = frappe._dict(frappe.get_all('Customer',fields = ['default_price_list', 'name'], as_list=1)) - - price_lists = frappe.db.sql(""" Select ifnull(price_list_rate, 0) as price_list_rate, - item_code, price_list from `tabItem Price` """, as_dict=1) - - for item in price_lists: - if item.price_list and customer_price_list_mapping.get(item.price_list): - - customer_wise_price.setdefault(customer_price_list_mapping.get(item.price_list),{}).setdefault( - item.item_code, item.price_list_rate - ) - - return customer_wise_price - -def get_bin_data(pos_profile): - itemwise_bin_data = {} - filters = { 'actual_qty': ['>', 0] } - if pos_profile.get('warehouse'): - filters.update({ 'warehouse': pos_profile.get('warehouse') }) - - bin_data = frappe.db.get_all('Bin', fields = ['item_code', 'warehouse', 'actual_qty'], filters=filters) - - for bins in bin_data: - if bins.item_code not in itemwise_bin_data: - itemwise_bin_data.setdefault(bins.item_code, {}) - itemwise_bin_data[bins.item_code][bins.warehouse] = bins.actual_qty - - return itemwise_bin_data - - -def get_pricing_rule_data(doc): - pricing_rules = "" - if doc.ignore_pricing_rule == 0: - pricing_rules = frappe.db.sql(""" Select * from `tabPricing Rule` where docstatus < 2 - and ifnull(for_price_list, '') in (%(price_list)s, '') and selling = 1 - and ifnull(company, '') in (%(company)s, '') and disable = 0 and %(date)s - between ifnull(valid_from, '2000-01-01') and ifnull(valid_upto, '2500-12-31') - order by priority desc, name desc""", - {'company': doc.company, 'price_list': doc.selling_price_list, 'date': nowdate()}, as_dict=1) - return pricing_rules - - -@frappe.whitelist() -def make_invoice(pos_profile, doc_list={}, email_queue_list={}, customers_list={}): - import json - - if isinstance(doc_list, string_types): - doc_list = json.loads(doc_list) - - if isinstance(email_queue_list, string_types): - email_queue_list = json.loads(email_queue_list) - - if isinstance(customers_list, string_types): - customers_list = json.loads(customers_list) - - customers_list = make_customer_and_address(customers_list) - name_list = [] - for docs in doc_list: - for name, doc in iteritems(docs): - if not frappe.db.exists('Sales Invoice', {'offline_pos_name': name}): - if isinstance(doc, dict): - validate_records(doc) - si_doc = frappe.new_doc('Sales Invoice') - si_doc.offline_pos_name = name - si_doc.update(doc) - si_doc.set_posting_time = 1 - si_doc.customer = get_customer_id(doc) - si_doc.due_date = doc.get('posting_date') - name_list = submit_invoice(si_doc, name, doc, name_list) - else: - doc.due_date = doc.get('posting_date') - doc.customer = get_customer_id(doc) - doc.set_posting_time = 1 - doc.offline_pos_name = name - name_list = submit_invoice(doc, name, doc, name_list) - else: - name_list.append(name) - - email_queue = make_email_queue(email_queue_list) - - if isinstance(pos_profile, string_types): - pos_profile = json.loads(pos_profile) - - customers = get_customers_list(pos_profile) - return { - 'invoice': name_list, - 'email_queue': email_queue, - 'customers': customers_list, - 'synced_customers_list': customers, - 'synced_address': get_customers_address(customers), - 'synced_contacts': get_contacts(customers) - } - - -def validate_records(doc): - validate_item(doc) - - -def get_customer_id(doc, customer=None): - cust_id = None - if doc.get('customer_pos_id'): - cust_id = frappe.db.get_value('Customer',{'customer_pos_id': doc.get('customer_pos_id')}, 'name') - - if not cust_id: - customer = customer or doc.get('customer') - if frappe.db.exists('Customer', customer): - cust_id = customer - else: - cust_id = add_customer(doc) - - return cust_id - -def make_customer_and_address(customers): - customers_list = [] - for customer, data in iteritems(customers): - data = json.loads(data) - cust_id = get_customer_id(data, customer) - if not cust_id: - cust_id = add_customer(data) - else: - frappe.db.set_value("Customer", cust_id, "customer_name", data.get('full_name')) - - make_contact(data, cust_id) - make_address(data, cust_id) - customers_list.append(customer) - frappe.db.commit() - return customers_list - -def add_customer(data): - customer = data.get('full_name') or data.get('customer') - if frappe.db.exists("Customer", customer.strip()): - return customer.strip() - - customer_doc = frappe.new_doc('Customer') - customer_doc.customer_name = data.get('full_name') or data.get('customer') - customer_doc.customer_pos_id = data.get('customer_pos_id') - customer_doc.customer_type = 'Company' - customer_doc.customer_group = get_customer_group(data) - customer_doc.territory = get_territory(data) - customer_doc.flags.ignore_mandatory = True - customer_doc.save(ignore_permissions=True) - frappe.db.commit() - return customer_doc.name - -def get_territory(data): - if data.get('territory'): - return data.get('territory') - - return frappe.db.get_single_value('Selling Settings','territory') or _('All Territories') - -def get_customer_group(data): - if data.get('customer_group'): - return data.get('customer_group') - - return frappe.db.get_single_value('Selling Settings', 'customer_group') or frappe.db.get_value('Customer Group', {'is_group': 0}, 'name') - -def make_contact(args, customer): - if args.get('email_id') or args.get('phone'): - name = frappe.db.get_value('Dynamic Link', - {'link_doctype': 'Customer', 'link_name': customer, 'parenttype': 'Contact'}, 'parent') - - args = { - 'first_name': args.get('full_name'), - 'email_id': args.get('email_id'), - 'phone': args.get('phone') - } - - doc = frappe.new_doc('Contact') - if name: - doc = frappe.get_doc('Contact', name) - - doc.update(args) - doc.is_primary_contact = 1 - if not name: - doc.append('links', { - 'link_doctype': 'Customer', - 'link_name': customer - }) - doc.flags.ignore_mandatory = True - doc.save(ignore_permissions=True) - -def make_address(args, customer): - if not args.get('address_line1'): - return - - name = args.get('name') - - if not name: - data = get_customers_address(customer) - name = data[customer].get('name') if data else None - - if name: - address = frappe.get_doc('Address', name) - else: - address = frappe.new_doc('Address') - if args.get('company'): - address.country = frappe.get_cached_value('Company', - args.get('company'), 'country') - - address.append('links', { - 'link_doctype': 'Customer', - 'link_name': customer - }) - - address.is_primary_address = 1 - address.is_shipping_address = 1 - address.update(args) - address.flags.ignore_mandatory = True - address.save(ignore_permissions=True) - -def make_email_queue(email_queue): - name_list = [] - - for key, data in iteritems(email_queue): - name = frappe.db.get_value('Sales Invoice', {'offline_pos_name': key}, 'name') - if not name: continue - - data = json.loads(data) - sender = frappe.session.user - print_format = "POS Invoice" if not cint(frappe.db.get_value('Print Format', 'POS Invoice', 'disabled')) else None - - attachments = [frappe.attach_print('Sales Invoice', name, print_format=print_format)] - - make(subject=data.get('subject'), content=data.get('content'), recipients=data.get('recipients'), - sender=sender, attachments=attachments, send_email=True, - doctype='Sales Invoice', name=name) - name_list.append(key) - - return name_list - -def validate_item(doc): - for item in doc.get('items'): - if not frappe.db.exists('Item', item.get('item_code')): - item_doc = frappe.new_doc('Item') - item_doc.name = item.get('item_code') - item_doc.item_code = item.get('item_code') - item_doc.item_name = item.get('item_name') - item_doc.description = item.get('description') - item_doc.stock_uom = item.get('stock_uom') - item_doc.uom = item.get('uom') - item_doc.item_group = item.get('item_group') - item_doc.append('item_defaults', { - "company": doc.get("company"), - "default_warehouse": item.get('warehouse') - }) - item_doc.save(ignore_permissions=True) - frappe.db.commit() - -def submit_invoice(si_doc, name, doc, name_list): - try: - si_doc.insert() - si_doc.submit() - frappe.db.commit() - name_list.append(name) - except Exception as e: - if frappe.message_log: - frappe.message_log.pop() - frappe.db.rollback() - frappe.log_error(frappe.get_traceback()) - name_list = save_invoice(doc, name, name_list) - - return name_list - -def save_invoice(doc, name, name_list): - try: - if not frappe.db.exists('Sales Invoice', {'offline_pos_name': name}): - si = frappe.new_doc('Sales Invoice') - si.update(doc) - si.set_posting_time = 1 - si.customer = get_customer_id(doc) - si.due_date = doc.get('posting_date') - si.flags.ignore_mandatory = True - si.insert(ignore_permissions=True) - frappe.db.commit() - name_list.append(name) - except Exception: - frappe.db.rollback() - frappe.log_error(frappe.get_traceback()) - - return name_list diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js index df0c3d2299..9af584e0b1 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js @@ -96,6 +96,12 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte cur_frm.add_custom_button(__('Invoice Discounting'), function() { cur_frm.events.create_invoice_discounting(cur_frm); }, __('Create')); + + if (doc.due_date < frappe.datetime.get_today()) { + cur_frm.add_custom_button(__('Dunning'), function() { + cur_frm.events.create_dunning(cur_frm); + }, __('Create')); + } } if (doc.docstatus === 1) { @@ -276,7 +282,7 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte "customer": this.frm.doc.customer }, callback: function(r) { - if(r.message && r.message.length) { + if(r.message && r.message.length > 1) { select_loyalty_program(me.frm, r.message); } } @@ -824,6 +830,12 @@ frappe.ui.form.on('Sales Invoice', { method: "erpnext.accounts.doctype.sales_invoice.sales_invoice.create_invoice_discounting", frm: frm }); + }, + create_dunning: function(frm) { + frappe.model.open_mapped_doc({ + method: "erpnext.accounts.doctype.sales_invoice.sales_invoice.create_dunning", + frm: frm + }); } }) diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json index 02b4206544..2397b7d0cb 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json @@ -13,6 +13,7 @@ "customer_name", "tax_id", "is_pos", + "is_consolidated", "pos_profile", "offline_pos_name", "is_return", @@ -215,7 +216,7 @@ "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", - "options": "ACC-SINV-.YYYY.-", + "options": "ACC-SINV-.YYYY.-\nACC-SINV-RET-.YYYY.-", "print_hide": 1, "reqd": 1, "set_only_once": 1 @@ -446,7 +447,7 @@ { "allow_on_submit": 1, "fieldname": "po_no", - "fieldtype": "Small Text", + "fieldtype": "Data", "hide_days": 1, "hide_seconds": 1, "label": "Customer's Purchase Order", @@ -1158,6 +1159,7 @@ "hide_days": 1, "hide_seconds": 1, "label": "In Words (Company Currency)", + "length": 240, "oldfieldname": "in_words", "oldfieldtype": "Data", "print_hide": 1, @@ -1215,6 +1217,7 @@ "hide_days": 1, "hide_seconds": 1, "label": "In Words", + "length": 240, "oldfieldname": "in_words_export", "oldfieldtype": "Data", "print_hide": 1, @@ -1921,6 +1924,13 @@ "hide_days": 1, "hide_seconds": 1 }, + { + "default": "0", + "fieldname": "is_consolidated", + "fieldtype": "Check", + "label": "Is Consolidated", + "read_only": 1 + }, { "default": "0", "fetch_from": "customer.is_internal_customer", @@ -1936,7 +1946,7 @@ "idx": 181, "is_submittable": 1, "links": [], - "modified": "2020-06-30 12:00:03.890180", + "modified": "2020-08-27 01:56:28.532140", "modified_by": "Administrator", "module": "Accounts", "name": "Sales Invoice", diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py index bab5208370..71f2e120cc 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py @@ -8,8 +8,6 @@ from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_d from frappe import _, msgprint, throw from erpnext.accounts.party import get_party_account, get_due_date from frappe.model.mapper import get_mapped_doc -from erpnext.accounts.doctype.sales_invoice.pos import update_multi_mode_option - from erpnext.controllers.selling_controller import SellingController from erpnext.accounts.utils import get_account_currency from erpnext.stock.doctype.delivery_note.delivery_note import update_billed_amount_based_on_so @@ -133,7 +131,7 @@ class SalesInvoice(SellingController): if self.is_pos and self.is_return: self.verify_payment_amount_is_negative() - if self.redeem_loyalty_points and self.loyalty_program and self.loyalty_points: + if self.redeem_loyalty_points and self.loyalty_program and self.loyalty_points and not self.is_consolidated: validate_loyalty_points(self, self.loyalty_points) def validate_fixed_asset(self): @@ -200,13 +198,13 @@ class SalesInvoice(SellingController): update_linked_doc(self.doctype, self.name, self.inter_company_invoice_reference) # create the loyalty point ledger entry if the customer is enrolled in any loyalty program - if not self.is_return and self.loyalty_program: + if not self.is_return and not self.is_consolidated and self.loyalty_program: self.make_loyalty_point_entry() - elif self.is_return and self.return_against and self.loyalty_program: + elif self.is_return and self.return_against and not self.is_consolidated and self.loyalty_program: against_si_doc = frappe.get_doc("Sales Invoice", self.return_against) against_si_doc.delete_loyalty_point_entry() against_si_doc.make_loyalty_point_entry() - if self.redeem_loyalty_points and self.loyalty_points: + if self.redeem_loyalty_points and not self.is_consolidated and self.loyalty_points: self.apply_loyalty_points() # Healthcare Service Invoice. @@ -265,9 +263,9 @@ class SalesInvoice(SellingController): if frappe.db.get_single_value('Selling Settings', 'sales_update_frequency') == "Each Transaction": update_company_current_month_sales(self.company) self.update_project() - if not self.is_return and self.loyalty_program: + if not self.is_return and not self.is_consolidated and self.loyalty_program: self.delete_loyalty_point_entry() - elif self.is_return and self.return_against and self.loyalty_program: + elif self.is_return and self.return_against and not self.is_consolidated and self.loyalty_program: against_si_doc = frappe.get_doc("Sales Invoice", self.return_against) against_si_doc.delete_loyalty_point_entry() against_si_doc.make_loyalty_point_entry() @@ -347,7 +345,7 @@ class SalesInvoice(SellingController): super(SalesInvoice, self).set_missing_values(for_validate) - print_format = pos.get("print_format_for_online") if pos else None + print_format = pos.get("print_format") if pos else None if not print_format and not cint(frappe.db.get_value('Print Format', 'POS Invoice', 'disabled')): print_format = 'POS Invoice' @@ -420,8 +418,6 @@ class SalesInvoice(SellingController): self.account_for_change_amount = frappe.get_cached_value('Company', self.company, 'default_cash_account') if pos: - self.allow_print_before_pay = pos.allow_print_before_pay - if not for_validate: self.tax_category = pos.get("tax_category") @@ -432,8 +428,8 @@ class SalesInvoice(SellingController): if pos.get('account_for_change_amount'): self.account_for_change_amount = pos.get('account_for_change_amount') - for fieldname in ('territory', 'naming_series', 'currency', 'letter_head', 'tc_name', - 'company', 'select_print_heading', 'cash_bank_account', 'write_off_account', 'taxes_and_charges', + for fieldname in ('naming_series', 'currency', 'letter_head', 'tc_name', + 'company', 'select_print_heading', 'write_off_account', 'taxes_and_charges', 'write_off_cost_center', 'apply_discount_on', 'cost_center'): if (not for_validate) or (for_validate and not self.get(fieldname)): self.set(fieldname, pos.get(fieldname)) @@ -1123,7 +1119,8 @@ class SalesInvoice(SellingController): "loyalty_program": lp_details.loyalty_program, "loyalty_program_tier": lp_details.tier_name, "customer": self.customer, - "sales_invoice": self.name, + "invoice_type": self.doctype, + "invoice": self.name, "loyalty_points": points_earned, "purchase_amount": eligible_amount, "expiry_date": add_days(self.posting_date, lp_details.expiry_duration), @@ -1135,18 +1132,18 @@ class SalesInvoice(SellingController): # valdite the redemption and then delete the loyalty points earned on cancel of the invoice def delete_loyalty_point_entry(self): - lp_entry = frappe.db.sql("select name from `tabLoyalty Point Entry` where sales_invoice=%s", + lp_entry = frappe.db.sql("select name from `tabLoyalty Point Entry` where invoice=%s", (self.name), as_dict=1) if not lp_entry: return - against_lp_entry = frappe.db.sql('''select name, sales_invoice from `tabLoyalty Point Entry` + against_lp_entry = frappe.db.sql('''select name, invoice from `tabLoyalty Point Entry` where redeem_against=%s''', (lp_entry[0].name), as_dict=1) if against_lp_entry: - invoice_list = ", ".join([d.sales_invoice for d in against_lp_entry]) - frappe.throw(_('''Sales Invoice can't be cancelled since the Loyalty Points earned has been redeemed. - First cancel the Sales Invoice No {0}''').format(invoice_list)) + invoice_list = ", ".join([d.invoice for d in against_lp_entry]) + frappe.throw(_('''{} can't be cancelled since the Loyalty Points earned has been redeemed. + First cancel the {} No {}''').format(self.doctype, self.doctype, invoice_list)) else: - frappe.db.sql('''delete from `tabLoyalty Point Entry` where sales_invoice=%s''', (self.name)) + frappe.db.sql('''delete from `tabLoyalty Point Entry` where invoice=%s''', (self.name)) # Set loyalty program self.set_loyalty_program_tier() @@ -1172,7 +1169,9 @@ class SalesInvoice(SellingController): points_to_redeem = self.loyalty_points for lp_entry in loyalty_point_entries: - if lp_entry.sales_invoice == self.name: + if lp_entry.invoice_type != self.doctype or lp_entry.invoice == self.name: + # redeemption should be done against same doctype + # also it shouldn't be against itself continue available_points = lp_entry.loyalty_points - flt(redemption_details.get(lp_entry.name)) if available_points > points_to_redeem: @@ -1185,7 +1184,8 @@ class SalesInvoice(SellingController): "loyalty_program": self.loyalty_program, "loyalty_program_tier": lp_entry.loyalty_program_tier, "customer": self.customer, - "sales_invoice": self.name, + "invoice_type": self.doctype, + "invoice": self.name, "redeem_against": lp_entry.name, "loyalty_points": -1*redeemed_points, "purchase_amount": self.grand_total, @@ -1576,13 +1576,13 @@ def get_loyalty_programs(customer): from erpnext.selling.doctype.customer.customer import get_loyalty_programs customer = frappe.get_doc('Customer', customer) - if customer.loyalty_program: return + if customer.loyalty_program: return [customer.loyalty_program] lp_details = get_loyalty_programs(customer) if len(lp_details) == 1: frappe.db.set(customer, 'loyalty_program', lp_details[0]) - return [] + return lp_details else: return lp_details @@ -1602,3 +1602,72 @@ def create_invoice_discounting(source_name, target_doc=None): }) return invoice_discounting + +def update_multi_mode_option(doc, pos_profile): + def append_payment(payment_mode): + payment = doc.append('payments', {}) + payment.default = payment_mode.default + payment.mode_of_payment = payment_mode.parent + payment.account = payment_mode.default_account + payment.type = payment_mode.type + + doc.set('payments', []) + if not pos_profile or not pos_profile.get('payments'): + for payment_mode in get_all_mode_of_payments(doc): + append_payment(payment_mode) + return + + for pos_payment_method in pos_profile.get('payments'): + pos_payment_method = pos_payment_method.as_dict() + + payment_mode = get_mode_of_payment_info(pos_payment_method.mode_of_payment, doc.company) + if payment_mode: + payment_mode[0].default = pos_payment_method.default + append_payment(payment_mode[0]) + +def get_all_mode_of_payments(doc): + return frappe.db.sql(""" + select mpa.default_account, mpa.parent, mp.type as type + from `tabMode of Payment Account` mpa,`tabMode of Payment` mp + where mpa.parent = mp.name and mpa.company = %(company)s and mp.enabled = 1""", + {'company': doc.company}, as_dict=1) + +def get_mode_of_payment_info(mode_of_payment, company): + return frappe.db.sql(""" + select mpa.default_account, mpa.parent, mp.type as type + from `tabMode of Payment Account` mpa,`tabMode of Payment` mp + where mpa.parent = mp.name and mpa.company = %s and mp.enabled = 1 and mp.name = %s""", + (company, mode_of_payment), as_dict=1) + +def create_dunning(source_name, target_doc=None): + from frappe.model.mapper import get_mapped_doc + from erpnext.accounts.doctype.dunning.dunning import get_dunning_letter_text, calculate_interest_and_amount + def set_missing_values(source, target): + target.sales_invoice = source_name + target.outstanding_amount = source.outstanding_amount + overdue_days = (getdate(target.posting_date) - getdate(source.due_date)).days + target.overdue_days = overdue_days + if frappe.db.exists('Dunning Type', {'start_day': [ + '<', overdue_days], 'end_day': ['>=', overdue_days]}): + dunning_type = frappe.get_doc('Dunning Type', {'start_day': [ + '<', overdue_days], 'end_day': ['>=', overdue_days]}) + target.dunning_type = dunning_type.name + target.rate_of_interest = dunning_type.rate_of_interest + target.dunning_fee = dunning_type.dunning_fee + letter_text = get_dunning_letter_text(dunning_type = dunning_type.name, doc = target.as_dict()) + if letter_text: + target.body_text = letter_text.get('body_text') + target.closing_text = letter_text.get('closing_text') + target.language = letter_text.get('language') + amounts = calculate_interest_and_amount(target.posting_date, target.outstanding_amount, + target.rate_of_interest, target.dunning_fee, target.overdue_days) + target.interest_amount = amounts.get('interest_amount') + target.dunning_amount = amounts.get('dunning_amount') + target.grand_total = amounts.get('grand_total') + + doclist = get_mapped_doc("Sales Invoice", source_name, { + "Sales Invoice": { + "doctype": "Dunning", + } + }, target_doc, set_missing_values) + return doclist diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py index 4a8fcc03fd..2980213f3b 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py @@ -13,12 +13,13 @@ def get_data(): 'Auto Repeat': 'reference_document', }, 'internal_links': { - 'Sales Order': ['items', 'sales_order'] + 'Sales Order': ['items', 'sales_order'], + 'Delivery Note': ['items', 'delivery_note'] }, 'transactions': [ { 'label': _('Payment'), - 'items': ['Payment Entry', 'Payment Request', 'Journal Entry', 'Invoice Discounting'] + 'items': ['Payment Entry', 'Payment Request', 'Journal Entry', 'Invoice Discounting', 'Dunning'] }, { 'label': _('Reference'), diff --git a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py index ff4d6136e9..9660c9570e 100644 --- a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py +++ b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py @@ -206,10 +206,19 @@ class TestSalesInvoice(unittest.TestCase): "rate": 14, 'included_in_print_rate': 1 }) + si.append("taxes", { + "charge_type": "On Item Quantity", + "account_head": "_Test Account Education Cess - _TC", + "cost_center": "_Test Cost Center - _TC", + "description": "CESS", + "rate": 5, + 'included_in_print_rate': 1 + }) si.insert() # with inclusive tax - self.assertEqual(si.net_total, 4385.96) + self.assertEqual(si.items[0].net_amount, 3947.368421052631) + self.assertEqual(si.net_total, 3947.37) self.assertEqual(si.grand_total, 5000) si.reload() @@ -222,8 +231,8 @@ class TestSalesInvoice(unittest.TestCase): si.save() # with inclusive tax and additional discount - self.assertEqual(si.net_total, 4285.96) - self.assertEqual(si.grand_total, 4885.99) + self.assertEqual(si.net_total, 3847.37) + self.assertEqual(si.grand_total, 4886) si.reload() @@ -235,7 +244,7 @@ class TestSalesInvoice(unittest.TestCase): si.save() # with inclusive tax and additional discount - self.assertEqual(si.net_total, 4298.25) + self.assertEqual(si.net_total, 3859.65) self.assertEqual(si.grand_total, 4900.00) def test_sales_invoice_discount_amount(self): @@ -706,37 +715,15 @@ class TestSalesInvoice(unittest.TestCase): self.pos_gl_entry(si, pos, 50) - def test_pos_returns_without_repayment(self): - pos_profile = make_pos_profile() - - pos = create_sales_invoice(qty = 10, do_not_save=True) - pos.is_pos = 1 - pos.pos_profile = pos_profile.name - - pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 500}) - pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 500}) - pos.insert() - pos.submit() - - pos_return = create_sales_invoice(is_return=1, - return_against=pos.name, qty=-5, do_not_save=True) - - pos_return.is_pos = 1 - pos_return.pos_profile = pos_profile.name - - pos_return.insert() - pos_return.submit() - - self.assertFalse(pos_return.is_pos) - self.assertFalse(pos_return.get('payments')) - def test_pos_returns_with_repayment(self): + from erpnext.accounts.doctype.sales_invoice.sales_invoice import make_sales_return + pos_profile = make_pos_profile() + pos_profile.payments = [] pos_profile.append('payments', { 'default': 1, - 'mode_of_payment': 'Cash', - 'amount': 0.0 + 'mode_of_payment': 'Cash' }) pos_profile.save() @@ -751,18 +738,12 @@ class TestSalesInvoice(unittest.TestCase): pos.insert() pos.submit() - pos_return = create_sales_invoice(is_return=1, - return_against=pos.name, qty=-5, do_not_save=True) + pos_return = make_sales_return(pos.name) - pos_return.is_pos = 1 - pos_return.pos_profile = pos_profile.name pos_return.insert() pos_return.submit() - self.assertEqual(pos_return.get('payments')[0].amount, -500) - pos_profile.payments = [] - pos_profile.save() - + self.assertEqual(pos_return.get('payments')[0].amount, -1000) def test_pos_change_amount(self): make_pos_profile() @@ -788,82 +769,6 @@ class TestSalesInvoice(unittest.TestCase): self.assertEqual(pos.grand_total, 100.0) self.assertEqual(pos.write_off_amount, -5) - def test_make_pos_invoice(self): - from erpnext.accounts.doctype.sales_invoice.pos import make_invoice - - pos_profile = make_pos_profile() - - pr = 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 - - 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': 50}) - - taxes = get_taxes_and_charges() - pos.taxes = [] - for tax in taxes: - pos.append("taxes", tax) - - invoice_data = [{'09052016142': pos}] - si = make_invoice(pos_profile, invoice_data).get('invoice') - self.assertEqual(si[0], '09052016142') - - sales_invoice = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': '09052016142', 'docstatus': 1}) - si = frappe.get_doc('Sales Invoice', sales_invoice[0].name) - - self.assertEqual(si.grand_total, 100) - - self.pos_gl_entry(si, pos, 50) - - def test_make_pos_invoice_in_draft(self): - from erpnext.accounts.doctype.sales_invoice.pos import make_invoice - from erpnext.stock.doctype.item.test_item import make_item - - allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock') - if allow_negative_stock: - frappe.db.set_value('Stock Settings', None, 'allow_negative_stock', 0) - - pos_profile = make_pos_profile() - timestamp = cint(time.time()) - - item = make_item("_Test POS Item") - pos = copy.deepcopy(test_records[1]) - pos['items'][0]['item_code'] = item.name - pos['items'][0]['warehouse'] = "_Test Warehouse - _TC" - pos["is_pos"] = 1 - pos["offline_pos_name"] = timestamp - pos["update_stock"] = 1 - pos["payments"] = [{'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 300}, - {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 330}] - - invoice_data = [{timestamp: pos}] - si = make_invoice(pos_profile, invoice_data).get('invoice') - self.assertEqual(si[0], timestamp) - - sales_invoice = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': timestamp}) - self.assertEqual(sales_invoice[0].docstatus, 0) - - timestamp = cint(time.time()) - pos["offline_pos_name"] = timestamp - invoice_data = [{timestamp: pos}] - si1 = make_invoice(pos_profile, invoice_data).get('invoice') - self.assertEqual(si1[0], timestamp) - - sales_invoice1 = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': timestamp}) - self.assertEqual(sales_invoice1[0].docstatus, 0) - - if allow_negative_stock: - frappe.db.set_value('Stock Settings', None, 'allow_negative_stock', 1) - def pos_gl_entry(self, si, pos, cash_amount): # check stock ledger entries sle = frappe.db.sql("""select * from `tabStock Ledger Entry` diff --git a/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json b/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json index 9bc24664d1..fb3dd6a92a 100644 --- a/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json +++ b/erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json @@ -1,5 +1,4 @@ { - "actions": [], "autoname": "hash", "creation": "2013-06-04 11:02:19", "doctype": "DocType", @@ -87,6 +86,7 @@ "edit_references", "sales_order", "so_detail", + "sales_invoice_item", "column_break_74", "delivery_note", "dn_detail", @@ -790,12 +790,22 @@ "fieldtype": "Link", "label": "Project", "options": "Project" - } + }, + { + "depends_on": "eval:parent.update_stock == 1", + "fieldname": "sales_invoice_item", + "fieldtype": "Data", + "ignore_user_permissions": 1, + "label": "Sales Invoice Item", + "no_copy": 1, + "print_hide": 1, + "read_only": 1 + } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-03-11 12:24:41.749986", + "modified": "2020-08-20 11:24:41.749986", "modified_by": "Administrator", "module": "Accounts", "name": "Sales Invoice Item", diff --git a/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json b/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json index 52cf810ae4..5ab46b7fd5 100644 --- a/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json +++ b/erpnext/accounts/doctype/sales_invoice_payment/sales_invoice_payment.json @@ -1,314 +1,91 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, - "creation": "2016-05-08 23:49:38.842621", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, + "actions": [], + "creation": "2016-05-08 23:49:38.842621", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "default", + "mode_of_payment", + "amount", + "column_break_3", + "account", + "type", + "base_amount", + "clearance_date" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:parent.doctype == 'POS Profile'", - "fetch_if_empty": 0, - "fieldname": "default", - "fieldtype": "Check", - "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": "Default", - "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": "mode_of_payment", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Mode of Payment", + "options": "Mode of Payment", + "reqd": 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": "mode_of_payment", - "fieldtype": "Link", - "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": "Mode of Payment", - "length": 0, - "no_copy": 0, - "options": "Mode of Payment", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "depends_on": "eval:parent.doctype == 'Sales Invoice'", + "fieldname": "amount", + "fieldtype": "Currency", + "in_list_view": 1, + "label": "Amount", + "options": "currency", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "depends_on": "eval:parent.doctype == 'Sales Invoice'", - "fetch_if_empty": 0, - "fieldname": "amount", - "fieldtype": "Currency", - "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": "Amount", - "length": 0, - "no_copy": 0, - "options": "currency", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_3", + "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": "column_break_3", - "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": "account", + "fieldtype": "Link", + "label": "Account", + "options": "Account", + "print_hide": 1, + "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": "account", - "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": "Account", - "length": 0, - "no_copy": 0, - "options": "Account", - "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 - }, + "fetch_from": "mode_of_payment.type", + "fieldname": "type", + "fieldtype": "Read Only", + "label": "Type" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "mode_of_payment.type", - "fetch_if_empty": 0, - "fieldname": "type", - "fieldtype": "Read Only", - "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": "Type", - "length": 0, - "no_copy": 0, - "options": "", - "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": "base_amount", + "fieldtype": "Currency", + "label": "Base Amount (Company Currency)", + "no_copy": 1, + "options": "Company:company:default_currency", + "print_hide": 1, + "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": "base_amount", - "fieldtype": "Currency", - "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": "Base Amount (Company Currency)", - "length": 0, - "no_copy": 1, - "options": "Company:company:default_currency", - "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": "clearance_date", + "fieldtype": "Date", + "label": "Clearance Date", + "no_copy": 1, + "print_hide": 1, + "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": "clearance_date", - "fieldtype": "Date", - "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": "Clearance Date", - "length": 0, - "no_copy": 0, - "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 + "default": "0", + "fieldname": "default", + "fieldtype": "Check", + "hidden": 1, + "label": "Default", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2019-03-19 14:54:56.524556", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Sales Invoice Payment", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-08-03 12:45:39.986598", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Sales Invoice Payment", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py b/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py index 0e9c808608..d825c6fd32 100644 --- a/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py +++ b/erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py @@ -8,7 +8,7 @@ def get_data(): 'fieldname': 'taxes_and_charges', 'non_standard_fieldnames': { 'Tax Rule': 'sales_tax_template', - 'Subscription': 'tax_template', + 'Subscription': 'sales_tax_template', 'Restaurant': 'default_tax_template' }, 'transactions': [ diff --git a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js index 53ee08a773..d0904eec3e 100644 --- a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js +++ b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js @@ -3,6 +3,22 @@ frappe.ui.form.on('Shipping Rule', { refresh: function(frm) { + frm.set_query("cost_center", function() { + return { + filters: { + company: frm.doc.company + } + } + }) + + frm.set_query("account", function() { + return { + filters: { + company: frm.doc.company + } + } + }) + frm.trigger('toggle_reqd'); }, calculate_based_on: function(frm) { @@ -12,4 +28,4 @@ frappe.ui.form.on('Shipping Rule', { frm.toggle_reqd("shipping_amount", frm.doc.calculate_based_on === 'Fixed'); frm.toggle_reqd("conditions", frm.doc.calculate_based_on !== 'Fixed'); } -}); \ No newline at end of file +}); diff --git a/erpnext/accounts/doctype/subscription/subscription.js b/erpnext/accounts/doctype/subscription/subscription.js index dcbec12f8b..ba98eb9b2a 100644 --- a/erpnext/accounts/doctype/subscription/subscription.js +++ b/erpnext/accounts/doctype/subscription/subscription.js @@ -2,6 +2,16 @@ // For license information, please see license.txt frappe.ui.form.on('Subscription', { + setup: function(frm) { + frm.set_query('party_type', function() { + return { + filters : { + name: ['in', ['Customer', 'Supplier']] + } + } + }); + }, + refresh: function(frm) { if(!frm.is_new()){ if(frm.doc.status !== 'Cancelled'){ diff --git a/erpnext/accounts/doctype/subscription/subscription.json b/erpnext/accounts/doctype/subscription/subscription.json index 32b97ba80b..afb94fe9c9 100644 --- a/erpnext/accounts/doctype/subscription/subscription.json +++ b/erpnext/accounts/doctype/subscription/subscription.json @@ -6,14 +6,18 @@ "editable_grid": 1, "engine": "InnoDB", "field_order": [ - "customer", - "cb_1", + "party_type", "status", + "cb_1", + "party", "subscription_period", - "start", + "start_date", + "end_date", "cancelation_date", "trial_period_start", "trial_period_end", + "follow_calendar_months", + "generate_new_invoices_past_due_date", "column_break_11", "current_invoice_start", "current_invoice_end", @@ -23,7 +27,8 @@ "sb_4", "plans", "sb_1", - "tax_template", + "sales_tax_template", + "purchase_tax_template", "sb_2", "apply_additional_discount", "cb_2", @@ -32,18 +37,10 @@ "sb_3", "invoices", "accounting_dimensions_section", + "cost_center", "dimension_col_break" ], "fields": [ - { - "fieldname": "customer", - "fieldtype": "Link", - "in_list_view": 1, - "label": "Customer", - "options": "Customer", - "reqd": 1, - "set_only_once": 1 - }, { "allow_on_submit": 1, "fieldname": "cb_1", @@ -53,7 +50,7 @@ "fieldname": "status", "fieldtype": "Select", "label": "Status", - "options": "\nTrialling\nActive\nPast Due Date\nCancelled\nUnpaid", + "options": "\nTrialling\nActive\nPast Due Date\nCancelled\nUnpaid\nCompleted", "read_only": 1 }, { @@ -61,12 +58,6 @@ "fieldtype": "Section Break", "label": "Subscription Period" }, - { - "fieldname": "start", - "fieldtype": "Date", - "label": "Subscription Start Date", - "set_only_once": 1 - }, { "fieldname": "cancelation_date", "fieldtype": "Date", @@ -137,16 +128,11 @@ "reqd": 1 }, { + "depends_on": "eval:['Customer', 'Supplier'].includes(doc.party_type)", "fieldname": "sb_1", "fieldtype": "Section Break", "label": "Taxes" }, - { - "fieldname": "tax_template", - "fieldtype": "Link", - "label": "Sales Taxes and Charges Template", - "options": "Sales Taxes and Charges Template" - }, { "fieldname": "sb_2", "fieldtype": "Section Break", @@ -195,10 +181,74 @@ { "fieldname": "dimension_col_break", "fieldtype": "Column Break" + }, + { + "fieldname": "party_type", + "fieldtype": "Link", + "label": "Party Type", + "options": "DocType", + "reqd": 1, + "set_only_once": 1 + }, + { + "fieldname": "party", + "fieldtype": "Dynamic Link", + "in_list_view": 1, + "label": "Party", + "options": "party_type", + "reqd": 1, + "set_only_once": 1 + }, + { + "depends_on": "eval:doc.party_type === 'Customer'", + "fieldname": "sales_tax_template", + "fieldtype": "Link", + "label": "Sales Taxes and Charges Template", + "options": "Sales Taxes and Charges Template" + }, + { + "depends_on": "eval:doc.party_type === 'Supplier'", + "fieldname": "purchase_tax_template", + "fieldtype": "Link", + "label": "Purchase Taxes and Charges Template", + "options": "Purchase Taxes and Charges Template" + }, + { + "default": "0", + "description": "If this is checked subsequent new invoices will be created on calendar month and quarter start dates irrespective of current invoice start date", + "fieldname": "follow_calendar_months", + "fieldtype": "Check", + "label": "Follow Calendar Months", + "set_only_once": 1 + }, + { + "default": "0", + "description": "New invoices will be generated as per schedule even if current invoices are unpaid or past due date", + "fieldname": "generate_new_invoices_past_due_date", + "fieldtype": "Check", + "label": "Generate New Invoices Past Due Date" + }, + { + "fieldname": "end_date", + "fieldtype": "Date", + "label": "Subscription End Date", + "set_only_once": 1 + }, + { + "fieldname": "start_date", + "fieldtype": "Date", + "label": "Subscription Start Date", + "set_only_once": 1 + }, + { + "fieldname": "cost_center", + "fieldtype": "Link", + "label": "Cost Center", + "options": "Cost Center" } ], "links": [], - "modified": "2020-01-27 14:37:32.845173", + "modified": "2020-06-25 10:52:52.265105", "modified_by": "Administrator", "module": "Accounts", "name": "Subscription", diff --git a/erpnext/accounts/doctype/subscription/subscription.py b/erpnext/accounts/doctype/subscription/subscription.py index 0933c7e8b8..07525317aa 100644 --- a/erpnext/accounts/doctype/subscription/subscription.py +++ b/erpnext/accounts/doctype/subscription/subscription.py @@ -7,7 +7,7 @@ from __future__ import unicode_literals import frappe from frappe import _ from frappe.model.document import Document -from frappe.utils.data import nowdate, getdate, cint, add_days, date_diff, get_last_day, add_to_date, flt +from frappe.utils.data import nowdate, getdate, cstr, cint, add_days, date_diff, get_last_day, add_to_date, flt from erpnext.accounts.doctype.subscription_plan.subscription_plan import get_plan_rate from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions @@ -15,7 +15,7 @@ from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import g class Subscription(Document): def before_insert(self): # update start just before the subscription doc is created - self.update_subscription_period(self.start) + self.update_subscription_period(self.start_date) def update_subscription_period(self, date=None): """ @@ -35,7 +35,9 @@ class Subscription(Document): If the `date` parameter is not given , it will be automatically set as today's date. """ - if self.trial_period_start and self.is_trialling(): + if self.is_new_subscription() and self.trial_period_end and getdate(self.trial_period_end) > getdate(self.start_date): + self.current_invoice_start = add_days(self.trial_period_end, 1) + elif self.trial_period_start and self.is_trialling(): self.current_invoice_start = self.trial_period_start elif date: self.current_invoice_start = date @@ -53,15 +55,45 @@ class Subscription(Document): current billing period where `x` is the billing interval from the `Subscription Plan` in the `Subscription`. """ - if self.is_trialling(): + if self.is_trialling() and getdate(self.current_invoice_start) < getdate(self.trial_period_end): self.current_invoice_end = self.trial_period_end else: billing_cycle_info = self.get_billing_cycle_data() if billing_cycle_info: - self.current_invoice_end = add_to_date(self.current_invoice_start, **billing_cycle_info) + if self.is_new_subscription() and getdate(self.start_date) < getdate(self.current_invoice_start): + self.current_invoice_end = add_to_date(self.start_date, **billing_cycle_info) + + # For cases where trial period is for an entire billing interval + if getdate(self.current_invoice_end) < getdate(self.current_invoice_start): + self.current_invoice_end = add_to_date(self.current_invoice_start, **billing_cycle_info) + else: + self.current_invoice_end = add_to_date(self.current_invoice_start, **billing_cycle_info) else: self.current_invoice_end = get_last_day(self.current_invoice_start) + if self.follow_calendar_months: + billing_info = self.get_billing_cycle_and_interval() + billing_interval_count = billing_info[0]['billing_interval_count'] + calendar_months = get_calendar_months(billing_interval_count) + calendar_month = 0 + current_invoice_end_month = getdate(self.current_invoice_end).month + current_invoice_end_year = getdate(self.current_invoice_end).year + + for month in calendar_months: + if month <= current_invoice_end_month: + calendar_month = month + + if cint(calendar_month - billing_interval_count) <= 0 and \ + getdate(self.current_invoice_start).month != 1: + calendar_month = 12 + current_invoice_end_year -= 1 + + self.current_invoice_end = get_last_day(cstr(current_invoice_end_year) + '-' \ + + cstr(calendar_month) + '-01') + + if self.end_date and getdate(self.current_invoice_end) > getdate(self.end_date): + self.current_invoice_end = self.end_date + @staticmethod def validate_plans_billing_cycle(billing_cycle_data): """ @@ -132,21 +164,22 @@ class Subscription(Document): """ if self.is_trialling(): self.status = 'Trialling' - elif self.status == 'Past Due Date' and self.is_past_grace_period(): + elif self.status == 'Active' and self.end_date and getdate() > getdate(self.end_date): + self.status = 'Completed' + elif self.is_past_grace_period(): subscription_settings = frappe.get_single('Subscription Settings') self.status = 'Cancelled' if cint(subscription_settings.cancel_after_grace) else 'Unpaid' - elif self.status == 'Past Due Date' and not self.has_outstanding_invoice(): - self.status = 'Active' - elif self.current_invoice_is_past_due(): + elif self.current_invoice_is_past_due() and not self.is_past_grace_period(): self.status = 'Past Due Date' + elif not self.has_outstanding_invoice(): + self.status = 'Active' elif self.is_new_subscription(): self.status = 'Active' - # todo: then generate new invoice self.save() def is_trialling(self): """ - Returns `True` if the `Subscription` is trial period. + Returns `True` if the `Subscription` is in trial period. """ return not self.period_has_passed(self.trial_period_end) and self.is_new_subscription() @@ -160,7 +193,7 @@ class Subscription(Document): return True end_date = getdate(end_date) - return getdate(nowdate()) > getdate(end_date) + return getdate() > getdate(end_date) def is_past_grace_period(self): """ @@ -171,7 +204,7 @@ class Subscription(Document): subscription_settings = frappe.get_single('Subscription Settings') grace_period = cint(subscription_settings.grace_period) - return getdate(nowdate()) > add_days(current_invoice.due_date, grace_period) + return getdate() > add_days(current_invoice.due_date, grace_period) def current_invoice_is_past_due(self, current_invoice=None): """ @@ -180,22 +213,24 @@ class Subscription(Document): if not current_invoice: current_invoice = self.get_current_invoice() - if not current_invoice: + if not current_invoice or self.is_paid(current_invoice): return False else: - return getdate(nowdate()) > getdate(current_invoice.due_date) + return getdate() > getdate(current_invoice.due_date) def get_current_invoice(self): """ Returns the most recent generated invoice. """ + doctype = 'Sales Invoice' if self.party_type == 'Customer' else 'Purchase Invoice' + if len(self.invoices): current = self.invoices[-1] - if frappe.db.exists('Sales Invoice', current.invoice): - doc = frappe.get_doc('Sales Invoice', current.invoice) + if frappe.db.exists(doctype, current.get('invoice')): + doc = frappe.get_doc(doctype, current.get('invoice')) return doc else: - frappe.throw(_('Invoice {0} no longer exists').format(current.invoice)) + frappe.throw(_('Invoice {0} no longer exists').format(current.get('invoice'))) def is_new_subscription(self): """ @@ -206,6 +241,8 @@ class Subscription(Document): def validate(self): self.validate_trial_period() self.validate_plans_billing_cycle(self.get_billing_cycle_and_interval()) + self.validate_end_date() + self.validate_to_follow_calendar_months() def validate_trial_period(self): """ @@ -215,34 +252,72 @@ class Subscription(Document): if getdate(self.trial_period_end) < getdate(self.trial_period_start): frappe.throw(_('Trial Period End Date Cannot be before Trial Period Start Date')) - elif self.trial_period_start or self.trial_period_end: + if self.trial_period_start and not self.trial_period_end: frappe.throw(_('Both Trial Period Start Date and Trial Period End Date must be set')) + if self.trial_period_start and getdate(self.trial_period_start) > getdate(self.start_date): + frappe.throw(_('Trial Period Start date cannot be after Subscription Start Date')) + + def validate_end_date(self): + billing_cycle_info = self.get_billing_cycle_data() + end_date = add_to_date(self.start_date, **billing_cycle_info) + + if self.end_date and getdate(self.end_date) <= getdate(end_date): + frappe.throw(_('Subscription End Date must be after {0} as per the subscription plan').format(end_date)) + + def validate_to_follow_calendar_months(self): + if self.follow_calendar_months: + billing_info = self.get_billing_cycle_and_interval() + + if not self.end_date: + frappe.throw(_('Subscription End Date is mandatory to follow calendar months')) + + if billing_info[0]['billing_interval'] != 'Month': + frappe.throw('Billing Interval in Subscription Plan must be Month to follow calendar months') + def after_insert(self): # todo: deal with users who collect prepayments. Maybe a new Subscription Invoice doctype? self.set_subscription_status() def generate_invoice(self, prorate=0): """ - Creates a `Sales Invoice` for the `Subscription`, updates `self.invoices` and + Creates a `Invoice` for the `Subscription`, updates `self.invoices` and saves the `Subscription`. """ + + doctype = 'Sales Invoice' if self.party_type == 'Customer' else 'Purchase Invoice' + invoice = self.create_invoice(prorate) - self.append('invoices', {'invoice': invoice.name}) + self.append('invoices', { + 'document_type': doctype, + 'invoice': invoice.name + }) + self.save() return invoice def create_invoice(self, prorate): """ - Creates a `Sales Invoice`, submits it and returns it + Creates a `Invoice`, submits it and returns it """ - invoice = frappe.new_doc('Sales Invoice') - invoice.set_posting_time = 1 - invoice.posting_date = self.current_invoice_start - invoice.customer = self.customer + doctype = 'Sales Invoice' if self.party_type == 'Customer' else 'Purchase Invoice' - ## Add dimesnions in invoice for subscription: + invoice = frappe.new_doc(doctype) + invoice.set_posting_time = 1 + invoice.posting_date = self.current_invoice_start if self.generate_invoice_at_period_start \ + else self.current_invoice_end + + invoice.cost_center = self.cost_center + + if doctype == 'Sales Invoice': + invoice.customer = self.party + else: + invoice.supplier = self.party + if frappe.db.get_value('Supplier', self.party, 'tax_withholding_category'): + invoice.apply_tds = 1 + + ## Add dimensions in invoice for subscription: accounting_dimensions = get_accounting_dimensions() for dimension in accounting_dimensions: @@ -255,18 +330,25 @@ class Subscription(Document): # for that reason items_list = self.get_items_from_plans(self.plans, prorate) for item in items_list: - invoice.append('items', item) + invoice.append('items', item) # Taxes - if self.tax_template: - invoice.taxes_and_charges = self.tax_template + tax_template = '' + + if doctype == 'Sales Invoice' and self.sales_tax_template: + tax_template = self.sales_tax_template + if doctype == 'Purchase Invoice' and self.purchase_tax_template: + tax_template = self.purchase_tax_template + + if tax_template: + invoice.taxes_and_charges = tax_template invoice.set_taxes() # Due date invoice.append( 'payment_schedule', { - 'due_date': add_days(self.current_invoice_end, cint(self.days_until_due)), + 'due_date': add_days(invoice.posting_date, cint(self.days_until_due)), 'invoice_portion': 100 } ) @@ -300,13 +382,42 @@ class Subscription(Document): prorate_factor = get_prorata_factor(self.current_invoice_end, self.current_invoice_start) items = [] - customer = self.customer + party = self.party for plan in plans: - item_code = frappe.db.get_value("Subscription Plan", plan.plan, "item") - if not prorate: - items.append({'item_code': item_code, 'qty': plan.qty, 'rate': get_plan_rate(plan.plan, plan.qty, customer)}) + plan_doc = frappe.get_doc('Subscription Plan', plan.plan) + + item_code = plan_doc.item + + if self.party == 'Customer': + deferred_field = 'enable_deferred_revenue' else: - items.append({'item_code': item_code, 'qty': plan.qty, 'rate': (get_plan_rate(plan.plan, plan.qty, customer) * prorate_factor)}) + deferred_field = 'enable_deferred_expense' + + deferred = frappe.db.get_value('Item', item_code, deferred_field) + + if not prorate: + item = {'item_code': item_code, 'qty': plan.qty, 'rate': get_plan_rate(plan.plan, plan.qty, party, + self.current_invoice_start, self.current_invoice_end), 'cost_center': plan_doc.cost_center} + else: + item = {'item_code': item_code, 'qty': plan.qty, 'rate': get_plan_rate(plan.plan, plan.qty, party, + self.current_invoice_start, self.current_invoice_end, prorate_factor), 'cost_center': plan_doc.cost_center} + + if deferred: + item.update({ + deferred_field: deferred, + 'service_start_date': self.current_invoice_start, + 'service_end_date': self.current_invoice_end + }) + + accounting_dimensions = get_accounting_dimensions() + + for dimension in accounting_dimensions: + if plan_doc.get(dimension): + item.update({ + dimension: plan_doc.get(dimension) + }) + + items.append(item) return items @@ -322,12 +433,13 @@ class Subscription(Document): elif self.status in ['Past Due Date', 'Unpaid']: self.process_for_past_due_date() + self.set_subscription_status() + self.save() def is_postpaid_to_invoice(self): - return getdate(nowdate()) > getdate(self.current_invoice_end) or \ - (getdate(nowdate()) >= getdate(self.current_invoice_end) and getdate(self.current_invoice_end) == getdate(self.current_invoice_start)) and \ - not self.has_outstanding_invoice() + return getdate() > getdate(self.current_invoice_end) or \ + (getdate() >= getdate(self.current_invoice_end) and getdate(self.current_invoice_end) == getdate(self.current_invoice_start)) def is_prepaid_to_invoice(self): if not self.generate_invoice_at_period_start: @@ -337,14 +449,12 @@ class Subscription(Document): return True # Check invoice dates and make sure it doesn't have outstanding invoices - return getdate(nowdate()) >= getdate(self.current_invoice_start) and not self.has_outstanding_invoice() + return getdate() >= getdate(self.current_invoice_start) - def is_current_invoice_paid(self): - if self.is_new_subscription(): - return False + def is_current_invoice_generated(self): + invoice = self.get_current_invoice() - last_invoice = frappe.get_doc('Sales Invoice', self.invoices[-1].invoice) - if getdate(last_invoice.posting_date) == getdate(self.current_invoice_start) and last_invoice.status == 'Paid': + if invoice and getdate(self.current_invoice_start) <= getdate(invoice.posting_date) <= getdate(self.current_invoice_end): return True return False @@ -358,21 +468,23 @@ class Subscription(Document): 2. Change the `Subscription` status to 'Past Due Date' 3. Change the `Subscription` status to 'Cancelled' """ - if not self.is_current_invoice_paid() and (self.is_postpaid_to_invoice() or self.is_prepaid_to_invoice()): - self.generate_invoice() - if self.current_invoice_is_past_due(): - self.status = 'Past Due Date' + if getdate() > getdate(self.current_invoice_end) and self.is_prepaid_to_invoice(): + self.update_subscription_period(add_days(self.current_invoice_end, 1)) - if self.current_invoice_is_past_due() and getdate(nowdate()) > getdate(self.current_invoice_end): - self.status = 'Past Due Date' + if not self.is_current_invoice_generated() and (self.is_postpaid_to_invoice() or self.is_prepaid_to_invoice()): + prorate = frappe.db.get_single_value('Subscription Settings', 'prorate') + self.generate_invoice(prorate) - if self.cancel_at_period_end and getdate(nowdate()) > getdate(self.current_invoice_end): + if self.cancel_at_period_end and getdate() > getdate(self.current_invoice_end): self.cancel_subscription_at_period_end() def cancel_subscription_at_period_end(self): """ Called when `Subscription.cancel_at_period_end` is truthy """ + if self.end_date and getdate() < getdate(self.end_date): + return + self.status = 'Cancelled' if not self.cancelation_date: self.cancelation_date = nowdate() @@ -390,14 +502,22 @@ class Subscription(Document): if not current_invoice: frappe.throw(_('Current invoice {0} is missing').format(current_invoice.invoice)) else: - if self.is_not_outstanding(current_invoice): + if not self.has_outstanding_invoice(): self.status = 'Active' - self.update_subscription_period(add_days(self.current_invoice_end, 1)) else: self.set_status_grace_period() + if getdate() > getdate(self.current_invoice_end): + self.update_subscription_period(add_days(self.current_invoice_end, 1)) + + # Generate invoices periodically even if current invoice are unpaid + if self.generate_new_invoices_past_due_date and not self.is_current_invoice_generated() and (self.is_postpaid_to_invoice() + or self.is_prepaid_to_invoice()): + prorate = frappe.db.get_single_value('Subscription Settings', 'prorate') + self.generate_invoice(prorate) + @staticmethod - def is_not_outstanding(invoice): + def is_paid(invoice): """ Return `True` if the given invoice is paid """ @@ -407,11 +527,17 @@ class Subscription(Document): """ Returns `True` if the most recent invoice for the `Subscription` is not paid """ + doctype = 'Sales Invoice' if self.party_type == 'Customer' else 'Purchase Invoice' current_invoice = self.get_current_invoice() - if not current_invoice: - return False + invoice_list = [d.invoice for d in self.invoices] + + outstanding_invoices = frappe.get_all(doctype, fields=['name'], + filters={'status': ('!=', 'Paid'), 'name': ('in', invoice_list)}) + + if outstanding_invoices: + return True else: - return not self.is_not_outstanding(current_invoice) + False def cancel_subscription(self): """ @@ -419,7 +545,7 @@ class Subscription(Document): but it will not affect already created invoices. """ if self.status != 'Cancelled': - to_generate_invoice = True if self.status == 'Active' else False + to_generate_invoice = True if self.status == 'Active' and not self.generate_invoice_at_period_start else False to_prorate = frappe.db.get_single_value('Subscription Settings', 'prorate') self.status = 'Cancelled' self.cancelation_date = nowdate() @@ -435,7 +561,7 @@ class Subscription(Document): """ if self.status == 'Cancelled': self.status = 'Active' - self.db_set('start', nowdate()) + self.db_set('start_date', nowdate()) self.update_subscription_period(nowdate()) self.invoices = [] self.save() @@ -447,6 +573,14 @@ class Subscription(Document): if invoice: return invoice.precision('grand_total') +def get_calendar_months(billing_interval): + calendar_months = [] + start = 0 + while start < 12: + start += billing_interval + calendar_months.append(start) + + return calendar_months def get_prorata_factor(period_end, period_start): diff = flt(date_diff(nowdate(), period_start) + 1) @@ -469,10 +603,7 @@ def get_all_subscriptions(): """ Returns all `Subscription` documents """ - return frappe.db.sql( - 'select name from `tabSubscription` where status != "Cancelled"', - as_dict=1 - ) + return frappe.db.get_all('Subscription', {'status': ('!=','Cancelled')}) def process(data): diff --git a/erpnext/accounts/doctype/subscription/subscription_list.js b/erpnext/accounts/doctype/subscription/subscription_list.js index abcfc5e696..a4edb77dc9 100644 --- a/erpnext/accounts/doctype/subscription/subscription_list.js +++ b/erpnext/accounts/doctype/subscription/subscription_list.js @@ -4,6 +4,8 @@ frappe.listview_settings['Subscription'] = { return [__("Trialling"), "green"]; } else if(doc.status === 'Active') { return [__("Active"), "green"]; + } else if(doc.status === 'Completed') { + return [__("Completed"), "green"]; } else if(doc.status === 'Past Due Date') { return [__("Past Due Date"), "orange"]; } else if(doc.status === 'Unpaid') { diff --git a/erpnext/accounts/doctype/subscription/test_subscription.py b/erpnext/accounts/doctype/subscription/test_subscription.py index 3d96f233b4..811fc356cf 100644 --- a/erpnext/accounts/doctype/subscription/test_subscription.py +++ b/erpnext/accounts/doctype/subscription/test_subscription.py @@ -7,15 +7,15 @@ import unittest import frappe from erpnext.accounts.doctype.subscription.subscription import get_prorata_factor -from frappe.utils.data import nowdate, add_days, add_to_date, add_months, date_diff, flt - +from frappe.utils.data import (nowdate, add_days, add_to_date, add_months, date_diff, flt, get_date_str, + get_first_day, get_last_day) def create_plan(): if not frappe.db.exists('Subscription Plan', '_Test Plan Name'): plan = frappe.new_doc('Subscription Plan') plan.plan_name = '_Test Plan Name' plan.item = '_Test Non Stock Item' - plan.price_determination = "Fixed rate" + plan.price_determination = "Fixed Rate" plan.cost = 900 plan.billing_interval = 'Month' plan.billing_interval_count = 1 @@ -25,7 +25,7 @@ def create_plan(): plan = frappe.new_doc('Subscription Plan') plan.plan_name = '_Test Plan Name 2' plan.item = '_Test Non Stock Item' - plan.price_determination = "Fixed rate" + plan.price_determination = "Fixed Rate" plan.cost = 1999 plan.billing_interval = 'Month' plan.billing_interval_count = 1 @@ -35,12 +35,29 @@ def create_plan(): plan = frappe.new_doc('Subscription Plan') plan.plan_name = '_Test Plan Name 3' plan.item = '_Test Non Stock Item' - plan.price_determination = "Fixed rate" + plan.price_determination = "Fixed Rate" plan.cost = 1999 plan.billing_interval = 'Day' plan.billing_interval_count = 14 plan.insert() + # Defined a quarterly Subscription Plan + if not frappe.db.exists('Subscription Plan', '_Test Plan Name 4'): + plan = frappe.new_doc('Subscription Plan') + plan.plan_name = '_Test Plan Name 4' + plan.item = '_Test Non Stock Item' + plan.price_determination = "Monthly Rate" + plan.cost = 20000 + plan.billing_interval = 'Month' + plan.billing_interval_count = 3 + plan.insert() + + if not frappe.db.exists('Supplier', '_Test Supplier'): + supplier = frappe.new_doc('Supplier') + supplier.supplier_name = '_Test Supplier' + supplier.supplier_group = 'All Supplier Groups' + supplier.insert() + class TestSubscription(unittest.TestCase): def setUp(self): @@ -48,16 +65,17 @@ class TestSubscription(unittest.TestCase): def test_create_subscription_with_trial_with_correct_period(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.trial_period_start = nowdate() - subscription.trial_period_end = add_days(nowdate(), 30) + subscription.trial_period_end = add_months(nowdate(), 1) subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() self.assertEqual(subscription.trial_period_start, nowdate()) - self.assertEqual(subscription.trial_period_end, add_days(nowdate(), 30)) - self.assertEqual(subscription.trial_period_start, subscription.current_invoice_start) - self.assertEqual(subscription.trial_period_end, subscription.current_invoice_end) + self.assertEqual(subscription.trial_period_end, add_months(nowdate(), 1)) + self.assertEqual(add_days(subscription.trial_period_end, 1), get_date_str(subscription.current_invoice_start)) + self.assertEqual(add_to_date(subscription.current_invoice_start, months=1, days=-1), get_date_str(subscription.current_invoice_end)) self.assertEqual(subscription.invoices, []) self.assertEqual(subscription.status, 'Trialling') @@ -65,7 +83,8 @@ class TestSubscription(unittest.TestCase): def test_create_subscription_without_trial_with_correct_period(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() @@ -81,7 +100,8 @@ class TestSubscription(unittest.TestCase): def test_create_subscription_trial_with_wrong_dates(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.trial_period_end = nowdate() subscription.trial_period_start = add_days(nowdate(), 30) subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) @@ -91,7 +111,8 @@ class TestSubscription(unittest.TestCase): def test_create_subscription_multi_with_different_billing_fails(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.trial_period_end = nowdate() subscription.trial_period_start = add_days(nowdate(), 30) subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) @@ -102,8 +123,9 @@ class TestSubscription(unittest.TestCase): def test_invoice_is_generated_at_end_of_billing_period(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' - subscription.start = '2018-01-01' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' + subscription.start_date = '2018-01-01' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.insert() @@ -114,18 +136,22 @@ class TestSubscription(unittest.TestCase): self.assertEqual(len(subscription.invoices), 1) self.assertEqual(subscription.current_invoice_start, '2018-01-01') - self.assertEqual(subscription.status, 'Past Due Date') + subscription.process() + self.assertEqual(subscription.status, 'Unpaid') subscription.delete() def test_status_goes_back_to_active_after_invoice_is_paid(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() subscription.process() # generate first invoice self.assertEqual(len(subscription.invoices), 1) - self.assertEqual(subscription.status, 'Past Due Date') + + # Status is unpaid as Days until Due is zero and grace period is Zero + self.assertEqual(subscription.status, 'Unpaid') subscription.get_current_invoice() current_invoice = subscription.get_current_invoice() @@ -137,7 +163,7 @@ class TestSubscription(unittest.TestCase): subscription.process() self.assertEqual(subscription.status, 'Active') - self.assertEqual(subscription.current_invoice_start, add_months(subscription.start, 1)) + self.assertEqual(subscription.current_invoice_start, add_months(subscription.start_date, 1)) self.assertEqual(len(subscription.invoices), 1) subscription.delete() @@ -149,16 +175,17 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() + + self.assertEqual(subscription.status, 'Active') + subscription.process() # generate first invoice - - self.assertEqual(subscription.status, 'Past Due Date') - - subscription.process() # This should change status to Cancelled since grace period is 0 + # And is backdated subscription so subscription will be cancelled after processing self.assertEqual(subscription.status, 'Cancelled') settings.cancel_after_grace = default_grace_period_action @@ -172,16 +199,14 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() subscription.process() # generate first invoice - self.assertEqual(subscription.status, 'Past Due Date') - - subscription.process() - # This should change status to Cancelled since grace period is 0 + # Status is unpaid as Days until Due is zero and grace period is Zero self.assertEqual(subscription.status, 'Unpaid') settings.cancel_after_grace = default_grace_period_action @@ -190,10 +215,11 @@ class TestSubscription(unittest.TestCase): def test_subscription_invoice_days_until_due(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.days_until_due = 10 - subscription.start = add_months(nowdate(), -1) + subscription.start_date = add_months(nowdate(), -1) subscription.insert() subscription.process() # generate first invoice self.assertEqual(len(subscription.invoices), 1) @@ -208,9 +234,10 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() subscription.process() # generate first invoice @@ -232,7 +259,8 @@ class TestSubscription(unittest.TestCase): def test_subscription_remains_active_during_invoice_period(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() subscription.process() # no changes expected @@ -258,7 +286,8 @@ class TestSubscription(unittest.TestCase): def test_subscription_cancelation(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() subscription.cancel_subscription() @@ -274,7 +303,8 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() @@ -309,7 +339,8 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() subscription.cancel_subscription() @@ -329,7 +360,8 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() subscription.cancel_subscription() @@ -353,16 +385,14 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() subscription.process() # generate first invoice invoices = len(subscription.invoices) - self.assertEqual(subscription.status, 'Past Due Date') - self.assertEqual(len(subscription.invoices), invoices) - subscription.cancel_subscription() self.assertEqual(subscription.status, 'Cancelled') self.assertEqual(len(subscription.invoices), invoices) @@ -387,15 +417,14 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() subscription.process() # generate first invoice - self.assertEqual(subscription.status, 'Past Due Date') - - subscription.process() + # Status is unpaid as Days until Due is zero and grace period is Zero self.assertEqual(subscription.status, 'Unpaid') subscription.cancel_subscription() @@ -424,16 +453,14 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) - subscription.start = '2018-01-01' + subscription.start_date = '2018-01-01' subscription.insert() + subscription.process() # generate first invoice - - self.assertEqual(subscription.status, 'Past Due Date') - - subscription.process() - # This should change status to Cancelled since grace period is 0 + # This should change status to Unpaid since grace period is 0 self.assertEqual(subscription.status, 'Unpaid') invoice = subscription.get_current_invoice() @@ -445,7 +472,7 @@ class TestSubscription(unittest.TestCase): # A new invoice is generated subscription.process() - self.assertEqual(subscription.status, 'Past Due Date') + self.assertEqual(subscription.status, 'Unpaid') settings.cancel_after_grace = default_grace_period_action settings.save() @@ -453,7 +480,8 @@ class TestSubscription(unittest.TestCase): def test_restart_active_subscription(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() @@ -463,7 +491,8 @@ class TestSubscription(unittest.TestCase): def test_subscription_invoice_discount_percentage(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.additional_discount_percentage = 10 subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() @@ -478,7 +507,8 @@ class TestSubscription(unittest.TestCase): def test_subscription_invoice_discount_amount(self): subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.additional_discount_amount = 11 subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() @@ -495,7 +525,8 @@ class TestSubscription(unittest.TestCase): # Create a non pre-billed subscription, processing should not create # invoices. subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() subscription.process() @@ -517,10 +548,12 @@ class TestSubscription(unittest.TestCase): settings.save() subscription = frappe.new_doc('Subscription') - subscription.customer = '_Test Customer' + subscription.party_type = 'Customer' + subscription.party = '_Test Customer' subscription.generate_invoice_at_period_start = True subscription.append('plans', {'plan': '_Test Plan Name', 'qty': 1}) subscription.save() + subscription.process() subscription.cancel_subscription() self.assertEqual(len(subscription.invoices), 1) @@ -538,3 +571,65 @@ class TestSubscription(unittest.TestCase): settings.save() subscription.delete() + + def test_subscription_with_follow_calendar_months(self): + subscription = frappe.new_doc('Subscription') + subscription.party_type = 'Supplier' + subscription.party = '_Test Supplier' + subscription.generate_invoice_at_period_start = 1 + subscription.follow_calendar_months = 1 + + # select subscription start date as '2018-01-15' + subscription.start_date = '2018-01-15' + subscription.end_date = '2018-07-15' + subscription.append('plans', {'plan': '_Test Plan Name 4', 'qty': 1}) + subscription.save() + + # even though subscription starts at '2018-01-15' and Billing interval is Month and count 3 + # First invoice will end at '2018-03-31' instead of '2018-04-14' + self.assertEqual(get_date_str(subscription.current_invoice_end), '2018-03-31') + + def test_subscription_generate_invoice_past_due(self): + subscription = frappe.new_doc('Subscription') + subscription.party_type = 'Supplier' + subscription.party = '_Test Supplier' + subscription.generate_invoice_at_period_start = 1 + subscription.generate_new_invoices_past_due_date = 1 + # select subscription start date as '2018-01-15' + subscription.start_date = '2018-01-01' + subscription.append('plans', {'plan': '_Test Plan Name 4', 'qty': 1}) + subscription.save() + + # Process subscription and create first invoice + # Subscription status will be unpaid since due date has already passed + subscription.process() + self.assertEqual(len(subscription.invoices), 1) + self.assertEqual(subscription.status, 'Unpaid') + + # Now the Subscription is unpaid + # Even then new invoice should be created as we have enabled `generate_new_invoices_past_due_date` in + # subscription + + subscription.process() + self.assertEqual(len(subscription.invoices), 2) + + def test_subscription_without_generate_invoice_past_due(self): + subscription = frappe.new_doc('Subscription') + subscription.party_type = 'Supplier' + subscription.party = '_Test Supplier' + subscription.generate_invoice_at_period_start = 1 + # select subscription start date as '2018-01-15' + subscription.start_date = '2018-01-01' + subscription.append('plans', {'plan': '_Test Plan Name 4', 'qty': 1}) + subscription.save() + + # Process subscription and create first invoice + # Subscription status will be unpaid since due date has already passed + subscription.process() + self.assertEqual(len(subscription.invoices), 1) + self.assertEqual(subscription.status, 'Unpaid') + + subscription.process() + self.assertEqual(len(subscription.invoices), 1) + + diff --git a/erpnext/accounts/doctype/subscription_invoice/subscription_invoice.json b/erpnext/accounts/doctype/subscription_invoice/subscription_invoice.json index c4bae1d3c3..f54e887f26 100644 --- a/erpnext/accounts/doctype/subscription_invoice/subscription_invoice.json +++ b/erpnext/accounts/doctype/subscription_invoice/subscription_invoice.json @@ -1,73 +1,40 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, - "creation": "2018-02-26 04:21:41.265055", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "creation": "2018-02-26 04:21:41.265055", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "document_type", + "invoice" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "invoice", - "fieldtype": "Link", - "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": "Invoice", - "length": 0, - "no_copy": 0, - "options": "Sales Invoice", - "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": "document_type", + "fieldtype": "Link", + "label": "Document Type ", + "options": "DocType", + "read_only": 1 + }, + { + "fieldname": "invoice", + "fieldtype": "Dynamic Link", + "in_list_view": 1, + "label": "Invoice", + "options": "document_type", + "read_only": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-02-26 10:48:07.033422", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Subscription Invoice", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-06-01 22:23:54.462718", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Subscription Invoice", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/subscription_plan/subscription_plan.json b/erpnext/accounts/doctype/subscription_plan/subscription_plan.json index 9f79066235..46ce0939e4 100644 --- a/erpnext/accounts/doctype/subscription_plan/subscription_plan.json +++ b/erpnext/accounts/doctype/subscription_plan/subscription_plan.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_rename": 1, "autoname": "field:plan_name", "creation": "2018-02-24 11:31:23.066506", @@ -24,6 +25,7 @@ "column_break_16", "payment_gateway", "accounting_dimensions_section", + "cost_center", "dimension_col_break" ], "fields": [ @@ -60,8 +62,8 @@ { "fieldname": "price_determination", "fieldtype": "Select", - "label": "Price Determination", - "options": "\nFixed rate\nBased on price list", + "label": "Subscription Price Based On", + "options": "\nFixed Rate\nBased On Price List\nMonthly Rate", "reqd": 1 }, { @@ -69,7 +71,7 @@ "fieldtype": "Column Break" }, { - "depends_on": "eval:doc.price_determination==\"Fixed rate\"", + "depends_on": "eval:['Fixed Rate', 'Monthly Rate'].includes(doc.price_determination)", "fieldname": "cost", "fieldtype": "Currency", "in_list_view": 1, @@ -136,9 +138,16 @@ { "fieldname": "dimension_col_break", "fieldtype": "Column Break" + }, + { + "fieldname": "cost_center", + "fieldtype": "Link", + "label": "Cost Center", + "options": "Cost Center" } ], - "modified": "2019-07-25 18:35:04.362556", + "links": [], + "modified": "2020-06-25 10:53:44.205774", "modified_by": "Administrator", "module": "Accounts", "name": "Subscription Plan", @@ -155,6 +164,30 @@ "role": "System Manager", "share": 1, "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Accounts User", + "share": 1, + "write": 1 } ], "sort_field": "modified", diff --git a/erpnext/accounts/doctype/subscription_plan/subscription_plan.py b/erpnext/accounts/doctype/subscription_plan/subscription_plan.py index 625979bee1..1ca442a453 100644 --- a/erpnext/accounts/doctype/subscription_plan/subscription_plan.py +++ b/erpnext/accounts/doctype/subscription_plan/subscription_plan.py @@ -5,6 +5,7 @@ from __future__ import unicode_literals import frappe from frappe import _ +from frappe.utils import get_first_day, get_last_day, date_diff, flt, getdate from frappe.model.document import Document from erpnext.utilities.product import get_price @@ -17,12 +18,12 @@ class SubscriptionPlan(Document): frappe.throw(_('Billing Interval Count cannot be less than 1')) @frappe.whitelist() -def get_plan_rate(plan, quantity=1, customer=None): +def get_plan_rate(plan, quantity=1, customer=None, start_date=None, end_date=None, prorate_factor=1): plan = frappe.get_doc("Subscription Plan", plan) - if plan.price_determination == "Fixed rate": - return plan.cost + if plan.price_determination == "Fixed Rate": + return plan.cost * prorate_factor - elif plan.price_determination == "Based on price list": + elif plan.price_determination == "Based On Price List": if customer: customer_group = frappe.db.get_value("Customer", customer, "customer_group") else: @@ -32,4 +33,25 @@ def get_plan_rate(plan, quantity=1, customer=None): if not price: return 0 else: - return price.price_list_rate + return price.price_list_rate * prorate_factor + + elif plan.price_determination == 'Monthly Rate': + start_date = getdate(start_date) + end_date = getdate(end_date) + + no_of_months = (end_date.year - start_date.year) * 12 + (end_date.month - start_date.month) + 1 + cost = plan.cost * no_of_months + + # Adjust cost if start or end date is not month start or end + prorate = frappe.db.get_single_value('Subscription Settings', 'prorate') + + if prorate: + prorate_factor = flt(date_diff(start_date, get_first_day(start_date)) / date_diff( + get_last_day(start_date), get_first_day(start_date)), 1) + + prorate_factor += flt(date_diff(get_last_day(end_date), end_date) / date_diff( + get_last_day(end_date), get_first_day(end_date)), 1) + + cost -= (plan.cost * prorate_factor) + + return cost \ No newline at end of file diff --git a/erpnext/accounts/doctype/subscription_plan_detail/subscription_plan_detail.json b/erpnext/accounts/doctype/subscription_plan_detail/subscription_plan_detail.json index ca54a167f5..3e1630342c 100644 --- a/erpnext/accounts/doctype/subscription_plan_detail/subscription_plan_detail.json +++ b/erpnext/accounts/doctype/subscription_plan_detail/subscription_plan_detail.json @@ -1,106 +1,40 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, - "creation": "2018-02-25 07:35:07.736146", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "creation": "2018-02-25 07:35:07.736146", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "plan", + "qty" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "qty", - "fieldtype": "Int", - "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": "Quantity", - "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": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "qty", + "fieldtype": "Int", + "in_list_view": 1, + "label": "Quantity", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "plan", - "fieldtype": "Link", - "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": "Plan", - "length": 0, - "no_copy": 0, - "options": "Subscription Plan", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 + "fieldname": "plan", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Plan", + "options": "Subscription Plan", + "reqd": 1 } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-06-20 15:35:13.514699", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Subscription Plan Detail", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-06-14 17:44:05.275100", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Subscription Plan Detail", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/subscription_settings/subscription_settings.json b/erpnext/accounts/doctype/subscription_settings/subscription_settings.json index 8c7c6f34e5..821db7e95c 100644 --- a/erpnext/accounts/doctype/subscription_settings/subscription_settings.json +++ b/erpnext/accounts/doctype/subscription_settings/subscription_settings.json @@ -1,179 +1,76 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, - "creation": "2018-02-26 06:13:37.910139", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "", - "editable_grid": 1, - "engine": "InnoDB", + "actions": [], + "creation": "2018-02-26 06:13:37.910139", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "grace_period", + "cancel_after_grace", + "prorate" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "1", - "description": "Number of days after invoice date has elapsed before canceling subscription or marking subscription as unpaid", - "fieldname": "grace_period", - "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": "Grace Period", - "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 - }, + "default": "1", + "description": "Number of days after invoice date has elapsed before canceling subscription or marking subscription as unpaid", + "fieldname": "grace_period", + "fieldtype": "Int", + "label": "Grace Period" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "cancel_after_grace", - "fieldtype": "Check", - "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": "Cancel Invoice After Grace Period", - "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 - }, + "default": "0", + "fieldname": "cancel_after_grace", + "fieldtype": "Check", + "label": "Cancel Subscription After Grace Period" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "1", - "fieldname": "prorate", - "fieldtype": "Check", - "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": "Prorate", - "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 + "default": "1", + "fieldname": "prorate", + "fieldtype": "Check", + "label": "Prorate" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 1, - "istable": 0, - "max_attachments": 0, - "modified": "2018-02-26 13:58:09.455832", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Subscription Settings", - "name_case": "", - "owner": "Administrator", + ], + "issingle": 1, + "links": [], + "modified": "2020-06-23 09:13:44.292792", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Subscription Settings", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 0, - "role": "System Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "System Manager", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "apply_user_permissions": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 0, - "role": "Administrator", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "Accounts Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "Accounts User", + "share": 1, "write": 1 } - ], - "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0 + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/accounts/doctype/tax_category/tax_category.json b/erpnext/accounts/doctype/tax_category/tax_category.json index 1e3ae455b3..6f682a0466 100644 --- a/erpnext/accounts/doctype/tax_category/tax_category.json +++ b/erpnext/accounts/doctype/tax_category/tax_category.json @@ -1,134 +1,66 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, + "actions": [], + "allow_rename": 1, "autoname": "field:title", - "beta": 0, "creation": "2018-11-22 23:38:39.668804", - "custom": 0, - "docstatus": 0, "doctype": "DocType", - "document_type": "", "editable_grid": 1, "engine": "InnoDB", + "field_order": [ + "title" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, "fieldname": "title", "fieldtype": "Data", - "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": "Title", - "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": 1 } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2020-01-15 17:14:28.951793", + "index_web_pages_for_search": 1, + "links": [], + "modified": "2020-08-30 19:41:25.783852", "modified_by": "Administrator", "module": "Accounts", "name": "Tax Category", - "name_case": "", "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "System Manager", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, "create": 1, "delete": 1, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Accounts Manager", - "set_user_permissions": 0, "share": 1, - "submit": 0, "write": 1 }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, "email": 1, "export": 1, - "if_owner": 0, - "import": 0, - "permlevel": 0, "print": 1, "read": 1, "report": 1, "role": "Accounts User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 0 + "share": 1 } ], "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, "sort_field": "modified", "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 -} + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/general_ledger.py b/erpnext/accounts/general_ledger.py index a245d63f52..01d3903d28 100644 --- a/erpnext/accounts/general_ledger.py +++ b/erpnext/accounts/general_ledger.py @@ -45,8 +45,8 @@ def validate_accounting_period(gl_map): }, as_dict=1) if accounting_periods: - frappe.throw(_("You can't create accounting entries in the closed accounting period {0}") - .format(accounting_periods[0].name), ClosedAccountingPeriod) + frappe.throw(_("You cannot create or cancel any accounting entries with in the closed Accounting Period {0}") + .format(frappe.bold(accounting_periods[0].name)), ClosedAccountingPeriod) def process_gl_map(gl_map, merge_entries=True): if merge_entries: @@ -158,8 +158,10 @@ def validate_account_for_perpetual_inventory(gl_map): if account not in aii_accounts: continue + # Always use current date to get stock and account balance as there can future entries for + # other items account_bal, stock_bal, warehouse_list = get_stock_and_account_balance(account, - gl_map[0].posting_date, gl_map[0].company) + getdate(), gl_map[0].company) if gl_map[0].voucher_type=="Journal Entry": # In case of Journal Entry, there are no corresponding SL entries, @@ -169,7 +171,6 @@ def validate_account_for_perpetual_inventory(gl_map): frappe.throw(_("Account: {0} can only be updated via Stock Transactions") .format(account), StockAccountInvalidTransaction) - # This has been comment for a temporary, will add this code again on release of immutable ledger elif account_bal != stock_bal: precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"), currency=frappe.get_cached_value('Company', gl_map[0].company, "default_currency")) @@ -300,8 +301,9 @@ def make_reverse_gl_entries(gl_entries=None, voucher_type=None, voucher_no=None, }) if gl_entries: - set_as_cancel(gl_entries[0]['voucher_type'], gl_entries[0]['voucher_no']) + validate_accounting_period(gl_entries) check_freezing_date(gl_entries[0]["posting_date"], adv_adj) + set_as_cancel(gl_entries[0]['voucher_type'], gl_entries[0]['voucher_no']) for entry in gl_entries: entry['name'] = None @@ -341,7 +343,7 @@ def set_as_cancel(voucher_type, voucher_no): """ Set is_cancelled=1 in all original gl entries for the voucher """ - frappe.db.sql("""update `tabGL Entry` set is_cancelled = 1, + frappe.db.sql("""UPDATE `tabGL Entry` SET is_cancelled = 1, modified=%s, modified_by=%s where voucher_type=%s and voucher_no=%s and is_cancelled = 0""", (now(), frappe.session.user, voucher_type, voucher_no)) diff --git a/erpnext/accounts/number_card/total_incoming_bills/total_incoming_bills.json b/erpnext/accounts/number_card/total_incoming_bills/total_incoming_bills.json new file mode 100644 index 0000000000..283e187b54 --- /dev/null +++ b/erpnext/accounts/number_card/total_incoming_bills/total_incoming_bills.json @@ -0,0 +1,21 @@ +{ + "aggregate_function_based_on": "base_net_total", + "creation": "2020-07-17 11:25:34.748329", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Purchase Invoice", + "filters_json": "[[\"Purchase Invoice\",\"docstatus\",\"=\",\"1\",false],[\"Purchase Invoice\",\"posting_date\",\"Timespan\",\"this year\",false]]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Incoming Bills", + "modified": "2020-07-22 13:06:46.045344", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Total Incoming Bills", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/accounts/number_card/total_incoming_payment/total_incoming_payment.json b/erpnext/accounts/number_card/total_incoming_payment/total_incoming_payment.json new file mode 100644 index 0000000000..bc23c15b6a --- /dev/null +++ b/erpnext/accounts/number_card/total_incoming_payment/total_incoming_payment.json @@ -0,0 +1,21 @@ +{ + "aggregate_function_based_on": "base_received_amount", + "creation": "2020-07-17 11:25:34.673195", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Payment Entry", + "filters_json": "[[\"Payment Entry\",\"docstatus\",\"=\",\"1\",false],[\"Payment Entry\",\"posting_date\",\"Timespan\",\"this year\",false],[\"Payment Entry\",\"payment_type\",\"=\",\"Receive\",false]]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Incoming Payment", + "modified": "2020-07-22 13:06:20.237689", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Total Incoming Payment", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/accounts/number_card/total_outgoing_bills/total_outgoing_bills.json b/erpnext/accounts/number_card/total_outgoing_bills/total_outgoing_bills.json new file mode 100644 index 0000000000..fe91618210 --- /dev/null +++ b/erpnext/accounts/number_card/total_outgoing_bills/total_outgoing_bills.json @@ -0,0 +1,21 @@ +{ + "aggregate_function_based_on": "base_net_total", + "creation": "2020-07-17 11:25:34.725416", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Sales Invoice", + "filters_json": "[[\"Sales Invoice\",\"docstatus\",\"=\",\"1\",false],[\"Sales Invoice\",\"posting_date\",\"Timespan\",\"this year\",false]]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Outgoing Bills", + "modified": "2020-07-22 13:07:19.633101", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Total Outgoing Bills", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/accounts/number_card/total_outgoing_payment/total_outgoing_payment.json b/erpnext/accounts/number_card/total_outgoing_payment/total_outgoing_payment.json new file mode 100644 index 0000000000..d27be88350 --- /dev/null +++ b/erpnext/accounts/number_card/total_outgoing_payment/total_outgoing_payment.json @@ -0,0 +1,21 @@ +{ + "aggregate_function_based_on": "base_paid_amount", + "creation": "2020-07-17 11:25:34.700137", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Payment Entry", + "filters_json": "[[\"Payment Entry\",\"docstatus\",\"=\",\"1\",false],[\"Payment Entry\",\"posting_date\",\"Timespan\",\"this year\",false],[\"Payment Entry\",\"payment_type\",\"=\",\"Pay\",false]]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Outgoing Payment", + "modified": "2020-07-22 12:49:34.942896", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Total Outgoing Payment", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py index 7df090bf62..ce6baa6846 100644 --- a/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py +++ b/erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py @@ -290,6 +290,7 @@ def get_matching_transactions_payments(description_matching): return [] @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def payment_entry_query(doctype, txt, searchfield, start, page_len, filters): account = frappe.db.get_value("Bank Account", filters.get("bank_account"), "account") if not account: @@ -319,6 +320,7 @@ def payment_entry_query(doctype, txt, searchfield, start, page_len, filters): ) @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def journal_entry_query(doctype, txt, searchfield, start, page_len, filters): account = frappe.db.get_value("Bank Account", filters.get("bank_account"), "account") @@ -355,6 +357,7 @@ def journal_entry_query(doctype, txt, searchfield, start, page_len, filters): ) @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def sales_invoices_query(doctype, txt, searchfield, start, page_len, filters): return frappe.db.sql(""" SELECT diff --git a/erpnext/accounts/page/pos/pos.js b/erpnext/accounts/page/pos/pos.js deleted file mode 100755 index 24fcb41a5d..0000000000 --- a/erpnext/accounts/page/pos/pos.js +++ /dev/null @@ -1,2105 +0,0 @@ -frappe.provide("erpnext.pos"); -{% include "erpnext/public/js/controllers/taxes_and_totals.js" %} - -frappe.pages['pos'].on_page_load = function (wrapper) { - var page = frappe.ui.make_app_page({ - parent: wrapper, - title: __('Point of Sale'), - single_column: true - }); - - frappe.db.get_value('POS Settings', {name: 'POS Settings'}, 'is_online', (r) => { - if (r && r.use_pos_in_offline_mode && cint(r.use_pos_in_offline_mode)) { - // offline - wrapper.pos = new erpnext.pos.PointOfSale(wrapper); - cur_pos = wrapper.pos; - } else { - // online - frappe.flags.is_online = true - frappe.set_route('point-of-sale'); - } - }); -} - -frappe.pages['pos'].refresh = function (wrapper) { - window.onbeforeunload = function () { - return wrapper.pos.beforeunload() - } - - if (frappe.flags.is_online) { - frappe.set_route('point-of-sale'); - } -} - -erpnext.pos.PointOfSale = erpnext.taxes_and_totals.extend({ - init: function (wrapper) { - this.page_len = 20; - this.freeze = false; - this.page = wrapper.page; - this.wrapper = $(wrapper).find('.page-content'); - this.set_indicator(); - this.onload(); - this.make_menu_list(); - this.bind_events(); - this.bind_items_event(); - this.si_docs = this.get_doc_from_localstorage(); - }, - - beforeunload: function (e) { - if (this.connection_status == false && frappe.get_route()[0] == "pos") { - e = e || window.event; - - // For IE and Firefox prior to version 4 - if (e) { - e.returnValue = __("You are in offline mode. You will not be able to reload until you have network."); - return - } - - // For Safari - return __("You are in offline mode. You will not be able to reload until you have network."); - } - }, - - check_internet_connection: function () { - var me = this; - //Check Internet connection after every 30 seconds - setInterval(function () { - me.set_indicator(); - }, 5000) - }, - - set_indicator: function () { - var me = this; - // navigator.onLine - this.connection_status = false; - this.page.set_indicator(__("Offline"), "grey") - frappe.call({ - method: "frappe.handler.ping", - callback: function (r) { - if (r.message) { - me.connection_status = true; - me.page.set_indicator(__("Online"), "green") - } - } - }) - }, - - onload: function () { - var me = this; - this.get_data_from_server(function () { - me.make_control(); - me.create_new(); - me.make(); - }); - }, - - make_menu_list: function () { - var me = this; - this.page.clear_menu(); - - // for mobile - this.page.add_menu_item(__("Pay"), function () { - me.validate(); - me.update_paid_amount_status(true); - me.create_invoice(); - me.make_payment(); - }).addClass('visible-xs'); - - this.page.add_menu_item(__("New Sales Invoice"), function () { - me.save_previous_entry(); - me.create_new(); - }) - - this.page.add_menu_item(__("Sync Master Data"), function () { - me.get_data_from_server(function () { - me.load_data(false); - me.make_item_list(); - me.set_missing_values(); - }) - }); - - this.page.add_menu_item(__("Sync Offline Invoices"), function () { - me.freeze_screen = true; - me.sync_sales_invoice() - }); - - this.page.add_menu_item(__("Cashier Closing"), function () { - frappe.set_route('List', 'Cashier Closing'); - }); - - this.page.add_menu_item(__("POS Profile"), function () { - frappe.set_route('List', 'POS Profile'); - }); - }, - - email_prompt: function() { - var me = this; - var fields = [{label:__("To"), fieldtype:"Data", reqd: 0, fieldname:"recipients",length:524288}, - {fieldtype: "Section Break", collapsible: 1, label: "CC & Email Template"}, - {fieldtype: "Section Break"}, - {label:__("Subject"), fieldtype:"Data", reqd: 1, - fieldname:"subject",length:524288}, - {fieldtype: "Section Break"}, - {label:__("Message"), fieldtype:"Text Editor", reqd: 1, - fieldname:"content"}, - {fieldtype: "Section Break"}, - {fieldtype: "Column Break"}]; - - this.email_dialog = new frappe.ui.Dialog({ - title: "Email", - fields: fields, - primary_action_label: __("Send"), - primary_action: function() { - me.send_action(); - } - }); - - this.email_dialog.show() - }, - - send_action: function() { - this.email_queue = this.get_email_queue() - this.email_queue[this.frm.doc.offline_pos_name] = JSON.stringify(this.email_dialog.get_values()) - this.update_email_queue() - this.email_dialog.hide() - }, - - update_email_queue: function () { - try { - localStorage.setItem('email_queue', JSON.stringify(this.email_queue)); - } catch (e) { - frappe.throw(__("LocalStorage is full, did not save")) - } - }, - - get_email_queue: function () { - try { - return JSON.parse(localStorage.getItem('email_queue')) || {}; - } catch (e) { - return {} - } - }, - - get_customers_details: function () { - try { - return JSON.parse(localStorage.getItem('customer_details')) || {}; - } catch (e) { - return {} - } - }, - - edit_record: function () { - var me = this; - - doc_data = this.get_invoice_doc(this.si_docs); - if (doc_data) { - this.frm.doc = doc_data[0][this.frm.doc.offline_pos_name]; - this.set_missing_values(); - this.refresh(false); - this.toggle_input_field(); - this.list_dialog && this.list_dialog.hide(); - } - }, - - delete_records: function () { - var me = this; - this.validate_list() - this.remove_doc_from_localstorage() - this.update_localstorage(); - this.toggle_delete_button(); - }, - - validate_list: function() { - var me = this; - this.si_docs = this.get_submitted_invoice() - $.each(this.removed_items, function(index, pos_name){ - $.each(me.si_docs, function(key, data){ - if(me.si_docs[key][pos_name] && me.si_docs[key][pos_name].offline_pos_name == pos_name ){ - frappe.throw(__("Submitted orders can not be deleted")) - } - }) - }) - }, - - toggle_delete_button: function () { - var me = this; - if(this.pos_profile_data["allow_delete"]) { - if (this.removed_items && this.removed_items.length > 0) { - $(this.page.wrapper).find('.btn-danger').show(); - } else { - $(this.page.wrapper).find('.btn-danger').hide(); - } - } - }, - - get_doctype_status: function (doc) { - if (doc.docstatus == 0) { - return { status: "Draft", indicator: "red" } - } else if (doc.outstanding_amount == 0) { - return { status: "Paid", indicator: "green" } - } else { - return { status: "Submitted", indicator: "blue" } - } - }, - - set_missing_values: function () { - var me = this; - doc = JSON.parse(localStorage.getItem('doc')) - if (this.frm.doc.payments.length == 0) { - this.frm.doc.payments = doc.payments; - this.calculate_outstanding_amount(); - } - - this.set_customer_value_in_party_field(); - - if (!this.frm.doc.write_off_account) { - this.frm.doc.write_off_account = doc.write_off_account - } - - if (!this.frm.doc.account_for_change_amount) { - this.frm.doc.account_for_change_amount = doc.account_for_change_amount - } - }, - - set_customer_value_in_party_field: function() { - if (this.frm.doc.customer) { - this.party_field.$input.val(this.frm.doc.customer); - } - }, - - get_invoice_doc: function (si_docs) { - var me = this; - this.si_docs = this.get_doc_from_localstorage(); - - return $.grep(this.si_docs, function (data) { - for (key in data) { - return key == me.frm.doc.offline_pos_name; - } - }) - }, - - get_data_from_server: function (callback) { - var me = this; - frappe.call({ - method: "erpnext.accounts.doctype.sales_invoice.pos.get_pos_data", - freeze: true, - freeze_message: __("Master data syncing, it might take some time"), - callback: function (r) { - localStorage.setItem('doc', JSON.stringify(r.message.doc)); - me.init_master_data(r) - me.set_interval_for_si_sync(); - me.check_internet_connection(); - if (callback) { - callback(); - } - }, - error: () => { - setTimeout(() => frappe.set_route('List', 'POS Profile'), 2000); - } - }) - }, - - init_master_data: function (r) { - var me = this; - this.doc = JSON.parse(localStorage.getItem('doc')); - this.meta = r.message.meta; - this.item_data = r.message.items; - this.item_groups = r.message.item_groups; - this.customers = r.message.customers; - this.serial_no_data = r.message.serial_no_data; - this.batch_no_data = r.message.batch_no_data; - this.barcode_data = r.message.barcode_data; - this.tax_data = r.message.tax_data; - this.contacts = r.message.contacts; - this.address = r.message.address || {}; - this.price_list_data = r.message.price_list_data; - this.customer_wise_price_list = r.message.customer_wise_price_list - this.bin_data = r.message.bin_data; - this.pricing_rules = r.message.pricing_rules; - this.print_template = r.message.print_template; - this.pos_profile_data = r.message.pos_profile; - this.default_customer = r.message.default_customer || null; - this.print_settings = locals[":Print Settings"]["Print Settings"]; - this.letter_head = (this.pos_profile_data.length > 0) ? frappe.boot.letter_heads[this.pos_profile_data[letter_head]] : {}; - }, - - save_previous_entry: function () { - if (this.frm.doc.docstatus < 1 && this.frm.doc.items.length > 0) { - this.create_invoice(); - } - }, - - create_new: function () { - var me = this; - this.frm = {} - this.load_data(true); - this.frm.doc.offline_pos_name = ''; - this.setup(); - this.set_default_customer() - }, - - load_data: function (load_doc) { - var me = this; - - this.items = this.item_data; - this.actual_qty_dict = {}; - - if (load_doc) { - this.frm.doc = JSON.parse(localStorage.getItem('doc')); - } - - $.each(this.meta, function (i, data) { - frappe.meta.sync(data) - locals["DocType"][data.name] = data; - }) - - this.print_template_data = frappe.render_template("print_template", { - content: this.print_template, - title: "POS", - base_url: frappe.urllib.get_base_url(), - print_css: frappe.boot.print_css, - print_settings: this.print_settings, - header: this.letter_head.header, - footer: this.letter_head.footer, - landscape: false, - columns: [] - }) - }, - - setup: function () { - this.set_primary_action(); - this.party_field.$input.attr('disabled', false); - if(this.selected_row) { - this.selected_row.hide() - } - }, - - set_default_customer: function() { - if (this.default_customer && !this.frm.doc.customer) { - this.party_field.$input.val(this.default_customer); - this.frm.doc.customer = this.default_customer; - this.numeric_keypad.show(); - this.toggle_list_customer(false) - this.toggle_item_cart(true) - } - }, - - set_transaction_defaults: function (party) { - var me = this; - this.party = party; - this.price_list = (party == "Customer" ? - this.frm.doc.selling_price_list : this.frm.doc.buying_price_list); - this.price_list_field = (party == "Customer" ? "selling_price_list" : "buying_price_list"); - this.sales_or_purchase = (party == "Customer" ? "Sales" : "Purchase"); - }, - - make: function () { - this.make_item_list(); - this.make_discount_field() - }, - - make_control: function() { - this.frm = {} - this.frm.doc = this.doc - this.set_transaction_defaults("Customer"); - this.frm.doc["allow_user_to_edit_rate"] = this.pos_profile_data["allow_user_to_edit_rate"] ? true : false; - this.frm.doc["allow_user_to_edit_discount"] = this.pos_profile_data["allow_user_to_edit_discount"] ? true : false; - this.wrapper.html(frappe.render_template("pos", this.frm.doc)); - this.make_search(); - this.make_customer(); - this.make_list_customers(); - this.bind_numeric_keypad(); - }, - - make_search: function () { - var me = this; - this.search_item = frappe.ui.form.make_control({ - df: { - "fieldtype": "Data", - "label": __("Item"), - "fieldname": "pos_item", - "placeholder": __("Search Item") - }, - parent: this.wrapper.find(".search-item"), - only_input: true, - }); - - this.search_item.make_input(); - - this.search_item.$input.on("keypress", function (event) { - - clearTimeout(me.last_search_timeout); - me.last_search_timeout = setTimeout(() => { - if((me.search_item.$input.val() != "") || (event.which == 13)) { - me.items = me.get_items(); - me.make_item_list(); - } - }, 400); - }); - - this.search_item_group = this.wrapper.find('.search-item-group'); - sorted_item_groups = this.get_sorted_item_groups() - var dropdown_html = sorted_item_groups.map(function(item_group) { - return "
' + __(d.customer_name) + ''; - } - - return $('') - .data('item.autocomplete', d) - .html('
' + html + '
') - .get(0); - } - }); - - this.prepare_customer_mapper() - this.autocomplete_customers(); - - this.party_field.$input - .on('input', function (e) { - if(me.customers_mapper.length <= 1) { - me.prepare_customer_mapper(e.target.value); - } - me.party_field.awesomeplete.list = me.customers_mapper; - }) - .on('awesomplete-select', function (e) { - var customer = me.party_field.awesomeplete - .get_item(e.originalEvent.text.value); - if (!customer) return; - // create customer link - if (customer.action) { - customer.action.apply(me); - return; - } - me.toggle_list_customer(false); - me.toggle_edit_button(true); - me.update_customer_data(customer); - me.refresh(); - me.set_focus(); - me.list_customers_btn.removeClass("view_customer"); - }) - .on('focus', function (e) { - $(e.target).val('').trigger('input'); - me.toggle_edit_button(false); - - if(me.frm.doc.items.length) { - me.toggle_list_customer(false) - me.toggle_item_cart(true) - } else { - me.toggle_list_customer(true) - me.toggle_item_cart(false) - } - }) - .on("awesomplete-selectcomplete", function (e) { - var item = me.party_field.awesomeplete - .get_item(e.originalEvent.text.value); - // clear text input if item is action - if (item.action) { - $(this).val(""); - } - me.make_item_list(item.customer_name); - }); - }, - - prepare_customer_mapper: function(key) { - var me = this; - var customer_data = ''; - - if (key) { - key = key.toLowerCase().trim(); - var re = new RegExp('%', 'g'); - var reg = new RegExp(key.replace(re, '\\w*\\s*[a-zA-Z0-9]*')); - - customer_data = $.grep(this.customers, function(data) { - contact = me.contacts[data.name]; - if(reg.test(data.name.toLowerCase()) - || reg.test(data.customer_name.toLowerCase()) - || (contact && reg.test(contact["phone"])) - || (contact && reg.test(contact["mobile_no"])) - || (data.customer_group && reg.test(data.customer_group.toLowerCase()))){ - return data; - } - }) - } else { - customer_data = this.customers; - } - - this.customers_mapper = []; - - customer_data.forEach(function (c, index) { - if(index < 30) { - contact = me.contacts[c.name]; - if(contact && !c['phone']) { - c["phone"] = contact["phone"]; - c["email_id"] = contact["email_id"]; - c["mobile_no"] = contact["mobile_no"]; - } - - me.customers_mapper.push({ - label: c.name, - value: c.name, - customer_name: c.customer_name, - customer_group: c.customer_group, - territory: c.territory, - phone: contact ? contact["phone"] : '', - mobile_no: contact ? contact["mobile_no"] : '', - email_id: contact ? contact["email_id"] : '', - searchtext: ['customer_name', 'customer_group', 'name', 'value', - 'label', 'email_id', 'phone', 'mobile_no'] - .map(key => c[key]).join(' ') - .toLowerCase() - }); - } else { - return; - } - }); - - this.customers_mapper.push({ - label: "" - + " " - + __("Create a new Customer") - + "", - value: 'is_action', - action: me.add_customer - }); - }, - - autocomplete_customers: function() { - this.party_field.awesomeplete.list = this.customers_mapper; - }, - - toggle_edit_button: function(flag) { - this.page.wrapper.find('.edit-customer-btn').toggle(flag); - }, - - toggle_list_customer: function(flag) { - this.list_customers.toggle(flag); - }, - - toggle_item_cart: function(flag) { - this.wrapper.find('.pos-bill-wrapper').toggle(flag); - }, - - add_customer: function() { - this.frm.doc.customer = ""; - this.update_customer(true); - this.numeric_keypad.show(); - }, - - update_customer: function (new_customer) { - var me = this; - - this.customer_doc = new frappe.ui.Dialog({ - 'title': 'Customer', - fields: [ - { - "label": __("Full Name"), - "fieldname": "full_name", - "fieldtype": "Data", - "reqd": 1 - }, - { - "fieldtype": "Section Break" - }, - { - "label": __("Email Id"), - "fieldname": "email_id", - "fieldtype": "Data" - }, - { - "fieldtype": "Column Break" - }, - { - "label": __("Contact Number"), - "fieldname": "phone", - "fieldtype": "Data" - }, - { - "fieldtype": "Section Break" - }, - { - "label": __("Address Name"), - "read_only": 1, - "fieldname": "name", - "fieldtype": "Data" - }, - { - "label": __("Address Line 1"), - "fieldname": "address_line1", - "fieldtype": "Data" - }, - { - "label": __("Address Line 2"), - "fieldname": "address_line2", - "fieldtype": "Data" - }, - { - "fieldtype": "Column Break" - }, - { - "label": __("City"), - "fieldname": "city", - "fieldtype": "Data" - }, - { - "label": __("State"), - "fieldname": "state", - "fieldtype": "Data" - }, - { - "label": __("ZIP Code"), - "fieldname": "pincode", - "fieldtype": "Data" - }, - { - "label": __("Customer POS Id"), - "fieldname": "customer_pos_id", - "fieldtype": "Data", - "hidden": 1 - } - ] - }) - this.customer_doc.show() - this.render_address_data() - - this.customer_doc.set_primary_action(__("Save"), function () { - me.make_offline_customer(new_customer); - me.pos_bill.show(); - me.list_customers.hide(); - }); - }, - - render_address_data: function() { - var me = this; - this.address_data = this.address[this.frm.doc.customer] || {}; - if(!this.address_data.email_id || !this.address_data.phone) { - this.address_data = this.contacts[this.frm.doc.customer]; - } - - this.customer_doc.set_values(this.address_data) - if(!this.customer_doc.fields_dict.full_name.$input.val()) { - this.customer_doc.set_value("full_name", this.frm.doc.customer) - } - - if(!this.customer_doc.fields_dict.customer_pos_id.value) { - this.customer_doc.set_value("customer_pos_id", frappe.datetime.now_datetime()) - } - }, - - get_address_from_localstorage: function() { - this.address_details = this.get_customers_details() - return this.address_details[this.frm.doc.customer] - }, - - make_offline_customer: function(new_customer) { - this.frm.doc.customer = this.frm.doc.customer || this.customer_doc.get_values().full_name; - this.frm.doc.customer_pos_id = this.customer_doc.fields_dict.customer_pos_id.value; - this.customer_details = this.get_customers_details(); - this.customer_details[this.frm.doc.customer] = this.get_prompt_details(); - this.party_field.$input.val(this.frm.doc.customer); - this.update_address_and_customer_list(new_customer) - this.autocomplete_customers(); - this.update_customer_in_localstorage() - this.update_customer_in_localstorage() - this.customer_doc.hide() - }, - - update_address_and_customer_list: function(new_customer) { - var me = this; - if(new_customer) { - this.customers_mapper.push({ - label: this.frm.doc.customer, - value: this.frm.doc.customer, - customer_group: "", - territory: "" - }); - } - - this.address[this.frm.doc.customer] = JSON.parse(this.get_prompt_details()) - }, - - get_prompt_details: function() { - this.prompt_details = this.customer_doc.get_values(); - this.prompt_details['country'] = this.pos_profile_data.country; - this.prompt_details['territory'] = this.pos_profile_data["territory"]; - this.prompt_details['customer_group'] = this.pos_profile_data["customer_group"]; - this.prompt_details['customer_pos_id'] = this.customer_doc.fields_dict.customer_pos_id.value; - return JSON.stringify(this.prompt_details) - }, - - update_customer_data: function (doc) { - var me = this; - this.frm.doc.customer = doc.label || doc.name; - this.frm.doc.customer_name = doc.customer_name; - this.frm.doc.customer_group = doc.customer_group; - this.frm.doc.territory = doc.territory; - this.pos_bill.show(); - this.numeric_keypad.show(); - }, - - make_item_list: function (customer) { - var me = this; - if (!this.price_list) { - frappe.msgprint(__("Price List not found or disabled")); - return; - } - - me.item_timeout = null; - - var $wrap = me.wrapper.find(".item-list"); - me.wrapper.find(".item-list").empty(); - - if (this.items.length > 0) { - $.each(this.items, function(index, obj) { - let customer_price_list = me.customer_wise_price_list[customer]; - let item_price - if (customer && customer_price_list && customer_price_list[obj.name]) { - item_price = format_currency(customer_price_list[obj.name], me.frm.doc.currency); - } else { - item_price = format_currency(me.price_list_data[obj.name], me.frm.doc.currency); - } - if(index < me.page_len) { - $(frappe.render_template("pos_item", { - item_code: obj.name, - item_price: item_price, - item_name: obj.name === obj.item_name ? "" : obj.item_name, - item_image: obj.image, - item_stock: __('Stock Qty') + ": " + me.get_actual_qty(obj), - item_uom: obj.stock_uom, - color: frappe.get_palette(obj.item_name), - abbr: frappe.get_abbr(obj.item_name) - })).tooltip().appendTo($wrap); - } - }); - - $wrap.append(` -
-
- `);
-
- me.toggle_more_btn();
- } else {
- $("
-
-
- Load more items
- " - +__("Not items found")+"
").appendTo($wrap) - } - - if (this.items.length == 1 - && this.search_item.$input.val()) { - this.search_item.$input.val(""); - this.add_to_cart(); - } - }, - - get_items: function (item_code) { - // To search item as per the key enter - - var me = this; - this.item_serial_no = {}; - this.item_batch_no = {}; - - if (item_code) { - return $.grep(this.item_data, function (item) { - if (item.item_code == item_code) { - return true - } - }) - } - - this.items_list = this.apply_category(); - - key = this.search_item.$input.val().toLowerCase().replace(/[&\/\\#,+()\[\]$~.'":*?<>{}]/g, '\\$&'); - var re = new RegExp('%', 'g'); - var reg = new RegExp(key.replace(re, '[\\w*\\s*[a-zA-Z0-9]*]*')) - search_status = true - - if (key) { - return $.grep(this.items_list, function (item) { - if (search_status) { - if (me.batch_no_data[item.item_code] && - in_list(me.batch_no_data[item.item_code], me.search_item.$input.val())) { - search_status = false; - return me.item_batch_no[item.item_code] = me.search_item.$input.val() - } else if (me.serial_no_data[item.item_code] - && in_list(Object.keys(me.serial_no_data[item.item_code]), me.search_item.$input.val())) { - search_status = false; - me.item_serial_no[item.item_code] = [me.search_item.$input.val(), me.serial_no_data[item.item_code][me.search_item.$input.val()]] - return true - } else if (me.barcode_data[item.item_code] && - in_list(me.barcode_data[item.item_code], me.search_item.$input.val())) { - search_status = false; - return true; - } else if (reg.test(item.item_code.toLowerCase()) || (item.description && reg.test(item.description.toLowerCase())) || - reg.test(item.item_name.toLowerCase()) || reg.test(item.item_group.toLowerCase())) { - return true - } - } - }) - } else { - return this.items_list; - } - }, - - apply_category: function() { - var me = this; - category = this.selected_item_group || "All Item Groups"; - if(category == 'All Item Groups') { - return this.item_data - } else { - return this.item_data.filter(function(element, index, array){ - return element.item_group == category; - }); - } - }, - - bind_items_event: function() { - var me = this; - $(this.wrapper).on('click', '.pos-bill-item', function() { - $(me.wrapper).find('.pos-bill-item').removeClass('active'); - $(this).addClass('active'); - me.numeric_val = ""; - me.numeric_id = "" - me.item_code = $(this).attr("data-item-code"); - me.render_selected_item() - me.bind_qty_event() - me.update_rate() - $(me.wrapper).find(".selected-item").scrollTop(1000); - }) - }, - - bind_qty_event: function () { - var me = this; - - $(this.wrapper).on("change", ".pos-item-qty", function () { - var item_code = $(this).parents(".pos-selected-item-action").attr("data-item-code"); - var qty = $(this).val(); - me.update_qty(item_code, qty); - me.update_value(); - }) - - $(this.wrapper).on("focusout", ".pos-item-qty", function () { - var item_code = $(this).parents(".pos-selected-item-action").attr("data-item-code"); - var qty = $(this).val(); - me.update_qty(item_code, qty, true); - me.update_value(); - }) - - $(this.wrapper).find("[data-action='increase-qty']").on("click", function () { - var item_code = $(this).parents(".pos-bill-item").attr("data-item-code"); - var qty = flt($(this).parents(".pos-bill-item").find('.pos-item-qty').val()) + 1; - me.update_qty(item_code, qty); - }) - - $(this.wrapper).find("[data-action='decrease-qty']").on("click", function () { - var item_code = $(this).parents(".pos-bill-item").attr("data-item-code"); - var qty = flt($(this).parents(".pos-bill-item").find('.pos-item-qty').val()) - 1; - me.update_qty(item_code, qty); - }) - - $(this.wrapper).on("change", ".pos-item-disc", function () { - var item_code = $(this).parents(".pos-selected-item-action").attr("data-item-code"); - var discount = $(this).val(); - if(discount > 100){ - discount = $(this).val(''); - frappe.show_alert({ - indicator: 'red', - message: __('Discount amount cannot be greater than 100%') - }); - me.update_discount(item_code, discount); - }else{ - me.update_discount(item_code, discount); - me.update_value(); - } - }) - }, - - bind_events: function() { - var me = this; - // if form is local then allow this function - // $(me.wrapper).find(".pos-item-wrapper").on("click", function () { - $(this.wrapper).on("click", ".pos-item-wrapper", function () { - me.item_code = ''; - me.customer_validate(); - if($(me.pos_bill).is(":hidden")) return; - - if (me.frm.doc.docstatus == 0) { - me.items = me.get_items($(this).attr("data-item-code")) - me.add_to_cart(); - me.clear_selected_row(); - } - }); - - me.bind_delete_event() - }, - - update_qty: function (item_code, qty, remove_zero_qty_items) { - var me = this; - this.items = this.get_items(item_code); - this.validate_serial_no() - this.set_item_details(item_code, "qty", qty, remove_zero_qty_items); - }, - - update_discount: function(item_code, discount) { - var me = this; - this.items = this.get_items(item_code); - this.set_item_details(item_code, "discount_percentage", discount); - }, - - update_rate: function () { - var me = this; - $(this.wrapper).on("change", ".pos-item-price", function () { - var item_code = $(this).parents(".pos-selected-item-action").attr("data-item-code"); - me.set_item_details(item_code, "rate", $(this).val()); - me.update_value() - }) - }, - - update_value: function() { - var me = this; - var fields = {qty: ".pos-item-qty", "discount_percentage": ".pos-item-disc", - "rate": ".pos-item-price", "amount": ".pos-amount"} - this.child_doc = this.get_child_item(this.item_code); - - if(me.child_doc.length) { - $.each(fields, function(key, field) { - $(me.selected_row).find(field).val(me.child_doc[0][key]) - }) - } else { - this.clear_selected_row(); - } - }, - - clear_selected_row: function() { - $(this.wrapper).find('.selected-item').empty(); - }, - - render_selected_item: function() { - this.child_doc = this.get_child_item(this.item_code); - $(this.wrapper).find('.selected-item').empty(); - if(this.child_doc.length) { - this.child_doc[0]["allow_user_to_edit_rate"] = this.pos_profile_data["allow_user_to_edit_rate"] ? true : false, - this.child_doc[0]["allow_user_to_edit_discount"] = this.pos_profile_data["allow_user_to_edit_discount"] ? true : false; - this.selected_row = $(frappe.render_template("pos_selected_item", this.child_doc[0])) - $(this.wrapper).find('.selected-item').html(this.selected_row) - } - - $(this.selected_row).find('.form-control').click(function(){ - $(this).select(); - }) - }, - - get_child_item: function(item_code) { - var me = this; - return $.map(me.frm.doc.items, function(doc){ - if(doc.item_code == item_code) { - return doc - } - }) - }, - - set_item_details: function (item_code, field, value, remove_zero_qty_items) { - var me = this; - if (value < 0) { - frappe.throw(__("Enter value must be positive")); - } - - this.remove_item = [] - $.each(this.frm.doc["items"] || [], function (i, d) { - if (d.item_code == item_code) { - if (d.serial_no && field == 'qty') { - me.validate_serial_no_qty(d, item_code, field, value) - } - - d[field] = flt(value); - d.amount = flt(d.rate) * flt(d.qty); - if (d.qty == 0 && remove_zero_qty_items) { - me.remove_item.push(d.idx) - } - - if(field=="discount_percentage" && value == 0) { - d.rate = d.price_list_rate; - } - } - }); - - if (field == 'qty') { - this.remove_zero_qty_items_from_cart(); - } - - this.update_paid_amount_status(false) - }, - - remove_zero_qty_items_from_cart: function () { - var me = this; - var idx = 0; - this.items = [] - $.each(this.frm.doc["items"] || [], function (i, d) { - if (!in_list(me.remove_item, d.idx)) { - d.idx = idx; - me.items.push(d); - idx++; - } - }); - - this.frm.doc["items"] = this.items; - }, - - make_discount_field: function () { - var me = this; - - this.wrapper.find('input.discount-percentage').on("change", function () { - me.frm.doc.additional_discount_percentage = flt($(this).val(), precision("additional_discount_percentage")); - - if(me.frm.doc.additional_discount_percentage && me.frm.doc.discount_amount) { - // Reset discount amount - me.frm.doc.discount_amount = 0; - } - - var total = me.frm.doc.grand_total - - if (me.frm.doc.apply_discount_on == 'Net Total') { - total = me.frm.doc.net_total - } - - me.frm.doc.discount_amount = flt(total * flt(me.frm.doc.additional_discount_percentage) / 100, precision("discount_amount")); - me.refresh(); - me.wrapper.find('input.discount-amount').val(me.frm.doc.discount_amount) - }); - - this.wrapper.find('input.discount-amount').on("change", function () { - me.frm.doc.discount_amount = flt($(this).val(), precision("discount_amount")); - me.frm.doc.additional_discount_percentage = 0.0; - me.refresh(); - me.wrapper.find('input.discount-percentage').val(0); - }); - }, - - customer_validate: function () { - var me = this; - if (!this.frm.doc.customer || this.party_field.get_value() == "") { - frappe.throw(__("Please select customer")) - } - }, - - add_to_cart: function () { - var me = this; - var caught = false; - var no_of_items = me.wrapper.find(".pos-bill-item").length; - - this.customer_validate(); - this.mandatory_batch_no(); - this.validate_serial_no(); - this.validate_warehouse(); - - if (no_of_items != 0) { - $.each(this.frm.doc["items"] || [], function (i, d) { - if (d.item_code == me.items[0].item_code) { - caught = true; - d.qty += 1; - d.amount = flt(d.rate) * flt(d.qty); - if (me.item_serial_no[d.item_code]) { - d.serial_no += '\n' + me.item_serial_no[d.item_code][0] - d.warehouse = me.item_serial_no[d.item_code][1] - } - - if (me.item_batch_no.length) { - d.batch_no = me.item_batch_no[d.item_code] - } - } - }); - } - - // if item not found then add new item - if (!caught) - this.add_new_item_to_grid(); - - this.update_paid_amount_status(false) - this.wrapper.find(".item-cart-items").scrollTop(1000); - }, - - add_new_item_to_grid: function () { - var me = this; - this.child = frappe.model.add_child(this.frm.doc, this.frm.doc.doctype + " Item", "items"); - this.child.item_code = this.items[0].item_code; - this.child.item_name = this.items[0].item_name; - this.child.stock_uom = this.items[0].stock_uom; - this.child.uom = this.items[0].sales_uom || this.items[0].stock_uom; - this.child.conversion_factor = this.items[0].conversion_factor || 1; - this.child.brand = this.items[0].brand; - this.child.description = this.items[0].description || this.items[0].item_name; - this.child.discount_percentage = 0.0; - this.child.qty = 1; - this.child.item_group = this.items[0].item_group; - this.child.cost_center = this.pos_profile_data['cost_center'] || this.items[0].cost_center; - this.child.income_account = this.pos_profile_data['income_account'] || this.items[0].income_account; - this.child.warehouse = (this.item_serial_no[this.child.item_code] - ? this.item_serial_no[this.child.item_code][1] : (this.pos_profile_data['warehouse'] || this.items[0].default_warehouse)); - - customer = this.frm.doc.customer; - let rate; - - customer_price_list = this.customer_wise_price_list[customer] - if (customer_price_list && customer_price_list[this.child.item_code]){ - rate = flt(this.customer_wise_price_list[customer][this.child.item_code] * this.child.conversion_factor, 9) / flt(this.frm.doc.conversion_rate, 9); - } - else{ - rate = flt(this.price_list_data[this.child.item_code] * this.child.conversion_factor, 9) / flt(this.frm.doc.conversion_rate, 9); - } - - this.child.price_list_rate = rate; - this.child.rate = rate; - this.child.actual_qty = me.get_actual_qty(this.items[0]); - this.child.amount = flt(this.child.qty) * flt(this.child.rate); - this.child.batch_no = this.item_batch_no[this.child.item_code]; - this.child.serial_no = (this.item_serial_no[this.child.item_code] - ? this.item_serial_no[this.child.item_code][0] : ''); - this.child.item_tax_rate = JSON.stringify(this.tax_data[this.child.item_code]); - }, - - update_paid_amount_status: function (update_paid_amount) { - if (this.frm.doc.offline_pos_name) { - update_paid_amount = update_paid_amount ? false : true; - } - - this.refresh(update_paid_amount); - }, - - refresh: function (update_paid_amount) { - var me = this; - this.refresh_fields(update_paid_amount); - this.set_primary_action(); - }, - - refresh_fields: function (update_paid_amount) { - this.apply_pricing_rule(); - this.discount_amount_applied = false; - this._calculate_taxes_and_totals(); - this.calculate_discount_amount(); - this.show_items_in_item_cart(); - this.set_taxes(); - this.calculate_outstanding_amount(update_paid_amount); - this.set_totals(); - this.update_total_qty(); - }, - - get_company_currency: function () { - return erpnext.get_currency(this.frm.doc.company); - }, - - show_items_in_item_cart: function () { - var me = this; - var $items = this.wrapper.find(".items").empty(); - var $no_items_message = this.wrapper.find(".no-items-message"); - $no_items_message.toggle(this.frm.doc.items.length === 0); - - var $totals_area = this.wrapper.find('.totals-area'); - $totals_area.toggle(this.frm.doc.items.length > 0); - - $.each(this.frm.doc.items || [], function (i, d) { - $(frappe.render_template("pos_bill_item_new", { - item_code: d.item_code, - item_name: (d.item_name === d.item_code || !d.item_name) ? "" : ("" + d.item_name), - qty: d.qty, - discount_percentage: d.discount_percentage || 0.0, - actual_qty: me.actual_qty_dict[d.item_code] || 0.0, - projected_qty: d.projected_qty, - rate: format_currency(d.rate, me.frm.doc.currency), - amount: format_currency(d.amount, me.frm.doc.currency), - selected_class: (me.item_code == d.item_code) ? "active" : "" - })).appendTo($items); - }); - - this.wrapper.find("input.pos-item-qty").on("focus", function () { - $(this).select(); - }); - - this.wrapper.find("input.pos-item-disc").on("focus", function () { - $(this).select(); - }); - - this.wrapper.find("input.pos-item-price").on("focus", function () { - $(this).select(); - }); - }, - - set_taxes: function () { - var me = this; - me.frm.doc.total_taxes_and_charges = 0.0 - - var taxes = this.frm.doc.taxes || []; - $(this.wrapper) - .find(".tax-area").toggleClass("hide", (taxes && taxes.length) ? false : true) - .find(".tax-table").empty(); - - $.each(taxes, function (i, d) { - if (d.tax_amount && cint(d.included_in_print_rate) == 0) { - $(frappe.render_template("pos_tax_row", { - description: d.description, - tax_amount: format_currency(flt(d.tax_amount_after_discount_amount), - me.frm.doc.currency) - })).appendTo(me.wrapper.find(".tax-table")); - } - }); - }, - - set_totals: function () { - var me = this; - this.wrapper.find(".net-total").text(format_currency(me.frm.doc.total, me.frm.doc.currency)); - this.wrapper.find(".grand-total").text(format_currency(me.frm.doc.grand_total, me.frm.doc.currency)); - this.wrapper.find('input.discount-percentage').val(this.frm.doc.additional_discount_percentage); - this.wrapper.find('input.discount-amount').val(this.frm.doc.discount_amount); - }, - - update_total_qty: function() { - var me = this; - var qty_total = 0; - $.each(this.frm.doc["items"] || [], function (i, d) { - if (d.item_code) { - qty_total += d.qty; - } - }); - this.frm.doc.qty_total = qty_total; - this.wrapper.find('.qty-total').text(this.frm.doc.qty_total); - }, - - set_primary_action: function () { - var me = this; - this.page.set_primary_action(__("New Cart"), function () { - me.make_new_cart() - me.make_menu_list() - }, "fa fa-plus") - - if (this.frm.doc.docstatus == 1 || this.pos_profile_data["allow_print_before_pay"]) { - this.page.set_secondary_action(__("Print"), function () { - me.create_invoice(); - var html = frappe.render(me.print_template_data, me.frm.doc) - me.print_document(html) - }) - } - - if (this.frm.doc.docstatus == 1) { - this.page.add_menu_item(__("Email"), function () { - me.email_prompt() - }) - } - }, - - make_new_cart: function (){ - this.item_code = ''; - this.page.clear_secondary_action(); - this.save_previous_entry(); - this.create_new(); - this.refresh(); - this.toggle_input_field(); - this.render_list_customers(); - this.set_focus(); - }, - - print_dialog: function () { - var me = this; - - this.msgprint = frappe.msgprint( - `${__('Print')} - ${__('New')}`); - - this.msgprint.msg_area.find('.print_doc').on('click', function() { - var html = frappe.render(me.print_template_data, me.frm.doc); - me.print_document(html); - }) - - this.msgprint.msg_area.find('.new_doc').on('click', function() { - me.msgprint.hide(); - me.make_new_cart(); - }) - - }, - - print_document: function (html) { - var w = window.open(); - w.document.write(html); - w.document.close(); - setTimeout(function () { - w.print(); - w.close(); - }, 1000); - }, - - submit_invoice: function () { - var me = this; - this.change_status(); - this.update_serial_no() - if (this.frm.doc.docstatus == 1) { - this.print_dialog() - } - }, - - update_serial_no: function() { - var me = this; - - //Remove the sold serial no from the cache - $.each(this.frm.doc.items, function(index, data) { - var sn = data.serial_no.split('\n') - if(sn.length) { - var serial_no_list = me.serial_no_data[data.item_code] - if(serial_no_list) { - $.each(sn, function(i, serial_no) { - if(in_list(Object.keys(serial_no_list), serial_no)) { - delete serial_no_list[serial_no] - } - }) - me.serial_no_data[data.item_code] = serial_no_list; - } - } - }) - }, - - change_status: function () { - if (this.frm.doc.docstatus == 0) { - this.frm.doc.docstatus = 1; - this.update_invoice(); - this.toggle_input_field(); - } - }, - - toggle_input_field: function () { - var pointer_events = 'inherit' - var disabled = this.frm.doc.docstatus == 1 ? true: false; - $(this.wrapper).find('input').attr("disabled", disabled); - $(this.wrapper).find('select').attr("disabled", disabled); - $(this.wrapper).find('input').attr("disabled", disabled); - $(this.wrapper).find('select').attr("disabled", disabled); - $(this.wrapper).find('button').attr("disabled", disabled); - this.party_field.$input.attr('disabled', disabled); - - if (this.frm.doc.docstatus == 1) { - pointer_events = 'none'; - } - - $(this.wrapper).find('.pos-bill').css('pointer-events', pointer_events); - $(this.wrapper).find('.pos-items-section').css('pointer-events', pointer_events); - this.set_primary_action(); - - $(this.wrapper).find('#pos-item-disc').prop('disabled', - this.pos_profile_data.allow_user_to_edit_discount ? false : true); - - $(this.wrapper).find('#pos-item-price').prop('disabled', - this.pos_profile_data.allow_user_to_edit_rate ? false : true); - }, - - create_invoice: function () { - var me = this; - var existing_pos_list = []; - var invoice_data = {}; - this.si_docs = this.get_doc_from_localstorage(); - - if(this.si_docs) { - this.si_docs.forEach((row) => { - existing_pos_list.push(Object.keys(row)[0]); - }); - } - - if (this.frm.doc.offline_pos_name - && in_list(existing_pos_list, cstr(this.frm.doc.offline_pos_name))) { - this.update_invoice() - } else if(!this.frm.doc.offline_pos_name) { - this.frm.doc.offline_pos_name = frappe.datetime.now_datetime(); - this.frm.doc.posting_date = frappe.datetime.get_today(); - this.frm.doc.posting_time = frappe.datetime.now_time(); - this.frm.doc.pos_total_qty = this.frm.doc.qty_total; - this.frm.doc.pos_profile = this.pos_profile_data['name']; - invoice_data[this.frm.doc.offline_pos_name] = this.frm.doc; - this.si_docs.push(invoice_data); - this.update_localstorage(); - this.set_primary_action(); - } - return invoice_data; - }, - - update_invoice: function () { - var me = this; - this.si_docs = this.get_doc_from_localstorage(); - $.each(this.si_docs, function (index, data) { - for (var key in data) { - if (key == me.frm.doc.offline_pos_name) { - me.si_docs[index][key] = me.frm.doc; - me.update_localstorage(); - } - } - }); - }, - - update_localstorage: function () { - try { - localStorage.setItem('sales_invoice_doc', JSON.stringify(this.si_docs)); - } catch (e) { - frappe.throw(__("LocalStorage is full , did not save")) - } - }, - - get_doc_from_localstorage: function () { - try { - return JSON.parse(localStorage.getItem('sales_invoice_doc')) || []; - } catch (e) { - return [] - } - }, - - set_interval_for_si_sync: function () { - var me = this; - setInterval(function () { - me.freeze_screen = false; - me.sync_sales_invoice() - }, 180000) - }, - - sync_sales_invoice: function () { - var me = this; - this.si_docs = this.get_submitted_invoice() || []; - this.email_queue_list = this.get_email_queue() || {}; - this.customers_list = this.get_customers_details() || {}; - - if (this.si_docs.length || this.email_queue_list || this.customers_list) { - frappe.call({ - method: "erpnext.accounts.doctype.sales_invoice.pos.make_invoice", - freeze: true, - args: { - pos_profile: me.pos_profile_data, - doc_list: me.si_docs, - email_queue_list: me.email_queue_list, - customers_list: me.customers_list - }, - callback: function (r) { - if (r.message) { - me.freeze = false; - me.customers = r.message.synced_customers_list; - me.address = r.message.synced_address; - me.contacts = r.message.synced_contacts; - me.removed_items = r.message.invoice; - me.removed_email = r.message.email_queue; - me.removed_customers = r.message.customers; - me.remove_doc_from_localstorage(); - me.remove_email_queue_from_localstorage(); - me.remove_customer_from_localstorage(); - me.prepare_customer_mapper(); - me.autocomplete_customers(); - me.render_list_customers(); - } - } - }) - } - }, - - get_submitted_invoice: function () { - var invoices = []; - var index = 1; - var docs = this.get_doc_from_localstorage(); - if (docs) { - invoices = $.map(docs, function (data) { - for (var key in data) { - if (data[key].docstatus == 1 && index < 50) { - index++ - data[key].docstatus = 0; - return data - } - } - }); - } - - return invoices - }, - - remove_doc_from_localstorage: function () { - var me = this; - this.si_docs = this.get_doc_from_localstorage(); - this.new_si_docs = []; - if (this.removed_items) { - $.each(this.si_docs, function (index, data) { - for (var key in data) { - if (!in_list(me.removed_items, key)) { - me.new_si_docs.push(data); - } - } - }) - this.removed_items = []; - this.si_docs = this.new_si_docs; - this.update_localstorage(); - } - }, - - remove_email_queue_from_localstorage: function() { - var me = this; - this.email_queue = this.get_email_queue() - if (this.removed_email) { - $.each(this.email_queue_list, function (index, data) { - if (in_list(me.removed_email, index)) { - delete me.email_queue[index] - } - }) - this.update_email_queue(); - } - }, - - remove_customer_from_localstorage: function() { - var me = this; - this.customer_details = this.get_customers_details() - if (this.removed_customers) { - $.each(this.customers_list, function (index, data) { - if (in_list(me.removed_customers, index)) { - delete me.customer_details[index] - } - }) - this.update_customer_in_localstorage(); - } - }, - - validate: function () { - var me = this; - this.customer_validate(); - this.validate_zero_qty_items(); - this.item_validate(); - this.validate_mode_of_payments(); - }, - - validate_zero_qty_items: function() { - this.remove_item = []; - - this.frm.doc.items.forEach(d => { - if (d.qty == 0) { - this.remove_item.push(d.idx); - } - }); - - if(this.remove_item) { - this.remove_zero_qty_items_from_cart(); - } - }, - - item_validate: function () { - if (this.frm.doc.items.length == 0) { - frappe.throw(__("Select items to save the invoice")) - } - }, - - validate_mode_of_payments: function () { - if (this.frm.doc.payments.length === 0) { - frappe.throw(__("Payment Mode is not configured. Please check, whether account has been set on Mode of Payments or on POS Profile.")) - } - }, - - validate_serial_no: function () { - var me = this; - var item_code = '' - var serial_no = ''; - for (var key in this.item_serial_no) { - item_code = key; - serial_no = me.item_serial_no[key][0]; - } - - if (this.items && this.items[0].has_serial_no && serial_no == "") { - this.refresh(); - frappe.throw(__(repl("Error: Serial no is mandatory for item %(item)s", { - 'item': this.items[0].item_code - }))) - } - - if (item_code && serial_no) { - $.each(this.frm.doc.items, function (index, data) { - if (data.item_code == item_code) { - if (in_list(data.serial_no.split('\n'), serial_no)) { - frappe.throw(__(repl("Serial no %(serial_no)s is already taken", { - 'serial_no': serial_no - }))) - } - } - }) - } - }, - - validate_serial_no_qty: function (args, item_code, field, value) { - var me = this; - if (args.item_code == item_code && args.serial_no - && field == 'qty' && cint(value) != value) { - args.qty = 0.0; - this.refresh(); - frappe.throw(__("Serial no item cannot be a fraction")) - } - - if (args.item_code == item_code && args.serial_no && args.serial_no.split('\n').length != cint(value)) { - args.qty = 0.0; - args.serial_no = '' - this.refresh(); - frappe.throw(__(repl("Total nos of serial no is not equal to quantity for item %(item)s.", { - 'item': item_code - }))) - } - }, - - mandatory_batch_no: function () { - var me = this; - if (this.items[0].has_batch_no && !this.item_batch_no[this.items[0].item_code]) { - frappe.prompt([{ - 'fieldname': 'batch', - 'fieldtype': 'Select', - 'label': __('Batch No'), - 'reqd': 1, - 'options': this.batch_no_data[this.items[0].item_code] - }], - function(values){ - me.item_batch_no[me.items[0].item_code] = values.batch; - const item = me.frm.doc.items.find( - ({ item_code }) => item_code === me.items[0].item_code - ); - if (item) { - item.batch_no = values.batch; - } - }, - __('Select Batch No')) - } - }, - - apply_pricing_rule: function () { - var me = this; - $.each(this.frm.doc["items"], function (n, item) { - var pricing_rule = me.get_pricing_rule(item) - me.validate_pricing_rule(pricing_rule) - if (pricing_rule.length) { - item.pricing_rule = pricing_rule[0].name; - item.margin_type = pricing_rule[0].margin_type; - item.price_list_rate = pricing_rule[0].price || item.price_list_rate; - item.margin_rate_or_amount = pricing_rule[0].margin_rate_or_amount; - item.discount_percentage = pricing_rule[0].discount_percentage || 0.0; - me.apply_pricing_rule_on_item(item) - } else if (item.pricing_rule) { - item.price_list_rate = me.price_list_data[item.item_code] - item.margin_rate_or_amount = 0.0; - item.discount_percentage = 0.0; - item.pricing_rule = null; - me.apply_pricing_rule_on_item(item) - } - - if(item.discount_percentage > 0) { - me.apply_pricing_rule_on_item(item) - } - }) - }, - - get_pricing_rule: function (item) { - var me = this; - return $.grep(this.pricing_rules, function (data) { - if (item.qty >= data.min_qty && (item.qty <= (data.max_qty ? data.max_qty : item.qty))) { - if (me.validate_item_condition(data, item)) { - if (in_list(['Customer', 'Customer Group', 'Territory', 'Campaign'], data.applicable_for)) { - return me.validate_condition(data) - } else { - return true - } - } - } - }) - }, - - validate_item_condition: function (data, item) { - var apply_on = frappe.model.scrub(data.apply_on); - - return (data.apply_on == 'Item Group') - ? this.validate_item_group(data.item_group, item.item_group) : (data[apply_on] == item[apply_on]); - }, - - validate_item_group: function (pr_item_group, cart_item_group) { - //pr_item_group = pricing rule's item group - //cart_item_group = cart item's item group - //this.item_groups has information about item group's lft and rgt - //for example: {'Foods': [12, 19]} - - pr_item_group = this.item_groups[pr_item_group] - cart_item_group = this.item_groups[cart_item_group] - - return (cart_item_group[0] >= pr_item_group[0] && - cart_item_group[1] <= pr_item_group[1]) - }, - - validate_condition: function (data) { - //This method check condition based on applicable for - var condition = this.get_mapper_for_pricing_rule(data)[data.applicable_for] - if (in_list(condition[1], condition[0])) { - return true - } - }, - - get_mapper_for_pricing_rule: function (data) { - return { - 'Customer': [data.customer, [this.frm.doc.customer]], - 'Customer Group': [data.customer_group, [this.frm.doc.customer_group, 'All Customer Groups']], - 'Territory': [data.territory, [this.frm.doc.territory, 'All Territories']], - 'Campaign': [data.campaign, [this.frm.doc.campaign]], - } - }, - - validate_pricing_rule: function (pricing_rule) { - //This method validate duplicate pricing rule - var pricing_rule_name = ''; - var priority = 0; - var pricing_rule_list = []; - var priority_list = [] - - if (pricing_rule.length > 1) { - - $.each(pricing_rule, function (index, data) { - pricing_rule_name += data.name + ',' - priority_list.push(data.priority) - if (priority <= data.priority) { - priority = data.priority - pricing_rule_list.push(data) - } - }) - - var count = 0 - $.each(priority_list, function (index, value) { - if (value == priority) { - count++ - } - }) - - if (priority == 0 || count > 1) { - frappe.throw(__(repl("Multiple Price Rules exists with same criteria, please resolve conflict by assigning priority. Price Rules: %(pricing_rule)s", { - 'pricing_rule': pricing_rule_name - }))) - } - - return pricing_rule_list - } - }, - - validate_warehouse: function () { - if (this.items[0].is_stock_item && !this.items[0].default_warehouse && !this.pos_profile_data['warehouse']) { - frappe.throw(__("Default warehouse is required for selected item")) - } - }, - - get_actual_qty: function (item) { - this.actual_qty = 0.0; - - var warehouse = this.pos_profile_data['warehouse'] || item.default_warehouse; - if (warehouse && this.bin_data[item.item_code]) { - this.actual_qty = this.bin_data[item.item_code][warehouse] || 0; - this.actual_qty_dict[item.item_code] = this.actual_qty - } - - return this.actual_qty - }, - - update_customer_in_localstorage: function() { - var me = this; - try { - localStorage.setItem('customer_details', JSON.stringify(this.customer_details)); - } catch (e) { - frappe.throw(__("LocalStorage is full , did not save")) - } - } -}) \ No newline at end of file diff --git a/erpnext/accounts/page/pos/pos.json b/erpnext/accounts/page/pos/pos.json deleted file mode 100644 index abd918a4f5..0000000000 --- a/erpnext/accounts/page/pos/pos.json +++ /dev/null @@ -1,28 +0,0 @@ -{ - "content": null, - "creation": "2014-08-08 02:45:55.931022", - "docstatus": 0, - "doctype": "Page", - "icon": "fa fa-th", - "modified": "2014-08-08 05:59:33.045012", - "modified_by": "Administrator", - "module": "Accounts", - "name": "pos", - "owner": "Administrator", - "page_name": "pos", - "roles": [ - { - "role": "Sales User" - }, - { - "role": "Purchase User" - }, - { - "role": "Accounts User" - } - ], - "script": null, - "standard": "Yes", - "style": null, - "title": "POS" -} \ No newline at end of file diff --git a/erpnext/accounts/page/pos/test_pos.js b/erpnext/accounts/page/pos/test_pos.js deleted file mode 100644 index e5524a2d92..0000000000 --- a/erpnext/accounts/page/pos/test_pos.js +++ /dev/null @@ -1,52 +0,0 @@ -QUnit.test("test:Sales Invoice", function(assert) { - assert.expect(3); - let done = assert.async(); - - frappe.run_serially([ - () => { - return frappe.tests.make("POS Profile", [ - {naming_series: "SINV"}, - {pos_profile_name: "_Test POS Profile"}, - {country: "India"}, - {currency: "INR"}, - {write_off_account: "Write Off - FT"}, - {write_off_cost_center: "Main - FT"}, - {payments: [ - [ - {"default": 1}, - {"mode_of_payment": "Cash"} - ]] - } - ]); - }, - () => cur_frm.save(), - () => frappe.timeout(2), - () => { - assert.equal(cur_frm.doc.payments[0].default, 1, "Default mode of payment tested"); - }, - () => frappe.timeout(1), - () => { - return frappe.tests.make("Sales Invoice", [ - {customer: "Test Customer 2"}, - {is_pos: 1}, - {posting_date: frappe.datetime.get_today()}, - {due_date: frappe.datetime.get_today()}, - {items: [ - [ - {"item_code": "Test Product 1"}, - {"qty": 5}, - {"warehouse":'Stores - FT'} - ]] - } - ]); - }, - () => frappe.timeout(2), - () => cur_frm.save(), - () => frappe.timeout(2), - () => { - assert.equal(cur_frm.doc.payments[0].default, 1, "Default mode of payment tested"); - assert.equal(cur_frm.doc.payments[0].mode_of_payment, "Cash", "Default mode of payment tested"); - }, - () => done() - ]); -}); \ No newline at end of file diff --git a/erpnext/accounts/party.py b/erpnext/accounts/party.py index b764eff12c..2f800bb2ab 100644 --- a/erpnext/accounts/party.py +++ b/erpnext/accounts/party.py @@ -184,7 +184,7 @@ def set_price_list(party_details, party, party_type, given_price_list, pos=None) def set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype): - if doctype not in ["Sales Invoice", "Purchase Invoice"]: + if doctype not in ["POS Invoice", "Sales Invoice", "Purchase Invoice"]: # not an invoice return { party_type.lower(): party @@ -611,7 +611,7 @@ def get_partywise_advanced_payment_amount(party_type, posting_date = None, futur cond = "posting_date <= '{0}'".format(posting_date) if company: - cond += "and company = '{0}'".format(company) + cond += "and company = {0}".format(frappe.db.escape(company)) data = frappe.db.sql(""" SELECT party, sum({0}) as amount FROM `tabGL Entry` diff --git a/erpnext/accounts/print_format/dunning_letter/__init__.py b/erpnext/accounts/print_format/dunning_letter/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/print_format/dunning_letter/dunning_letter.json b/erpnext/accounts/print_format/dunning_letter/dunning_letter.json new file mode 100644 index 0000000000..a7eac70b65 --- /dev/null +++ b/erpnext/accounts/print_format/dunning_letter/dunning_letter.json @@ -0,0 +1,25 @@ +{ + "align_labels_right": 0, + "creation": "2019-12-11 04:37:14.012805", + "css": ".print-format th {\n background-color: transparent !important;\n border-bottom: 1px solid !important;\n border-top: none !important;\n}\n.print-format .ql-editor {\n padding-left: 0px;\n padding-right: 0px;\n}\n\n.print-format table {\n margin-bottom: 0px;\n }\n.print-format .table-data tr:last-child { \n border-bottom: 1px solid !important;\n}\n\n.print-format .table-inner tr:last-child {\n border-bottom:none !important;\n}\n.print-format .table-inner {\n margin: 0px 0px;\n}\n\n.print-format .table-data ul li { \n color:#787878 !important;\n}\n\n.no-top-border {\n border-top:none !important;\n}\n\n.table-inner td {\n padding-left: 0px !important; \n padding-top: 1px !important;\n padding-bottom: 1px !important;\n color:#787878 !important;\n}\n\n.total {\n background-color: lightgrey !important;\n padding-top: 4px !important;\n padding-bottom: 4px !important;\n}\n", + "custom_format": 0, + "default_print_language": "en", + "disabled": 0, + "doc_type": "Dunning", + "docstatus": 0, + "doctype": "Print Format", + "font": "Arial", + "format_data": "[{\"fieldname\": \"print_heading_template\", \"fieldtype\": \"Custom HTML\", \"options\": \"\"}, {\"fieldtype\": \"Section Break\", \"label\": \"\"}, {\"fieldtype\": \"Column Break\"}, {\"fieldname\": \"_custom_html\", \"print_hide\": 0, \"label\": \"Custom HTML\", \"fieldtype\": \"HTML\", \"options\": \"{{doc.customer_name}}
\\n{{doc.address_display}}\"}, {\"fieldtype\": \"Column Break\"}, {\"fieldname\": \"_custom_html\", \"print_hide\": 0, \"label\": \"Custom HTML\", \"fieldtype\": \"HTML\", \"options\": \"
\\n
\"}, {\"fieldname\": \"posting_date\", \"print_hide\": 0, \"label\": \"Date\"}, {\"fieldname\": \"sales_invoice\", \"print_hide\": 0, \"label\": \"Sales Invoice\"}, {\"fieldname\": \"due_date\", \"print_hide\": 0, \"label\": \"Due Date\"}, {\"fieldtype\": \"Section Break\", \"label\": \"\"}, {\"fieldtype\": \"Column Break\"}, {\"fieldname\": \"body_text\", \"print_hide\": 0, \"label\": \"Body Text\"}, {\"fieldtype\": \"Section Break\", \"label\": \"\"}, {\"fieldtype\": \"Column Break\"}, {\"fieldname\": \"_custom_html\", \"print_hide\": 0, \"label\": \"Custom HTML\", \"fieldtype\": \"HTML\", \"options\": \"{{_(doc.dunning_type)}}
\\n{{ doc.name }}
\\n| {{_(\\\"Description\\\")}} | \\n\\t{{_(\\\"Amount\\\")}} | \\n
|---|---|
| \\n {{_(\\\"Outstanding Amount\\\")}}\\n | \\n\\n {{doc.get_formatted(\\\"outstanding_amount\\\")}}\\n | \\n
| \\n {{_(\\\"Interest \\\")}} {{doc.rate_of_interest}}% p.a. ({{doc.overdue_days}} {{_(\\\"days\\\")}})\\n | \\n\\n {{doc.get_formatted(\\\"interest_amount\\\")}}\\n | \\n
| \\n {{_(\\\"Dunning Fee\\\")}}\\n | \\n\\n {{doc.get_formatted(\\\"dunning_fee\\\")}}\\n | \\n
\\n\\t\\t
\\n\\n\"}, {\"fieldtype\": \"Section Break\", \"label\": \"\"}, {\"fieldtype\": \"Column Break\"}, {\"fieldname\": \"closing_text\", \"print_hide\": 0, \"label\": \"Closing Text\"}]",
+ "idx": 0,
+ "line_breaks": 0,
+ "modified": "2020-07-14 18:25:44.348207",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Dunning Letter",
+ "owner": "Administrator",
+ "print_format_builder": 0,
+ "print_format_type": "Jinja",
+ "raw_printing": 0,
+ "show_section_headings": 0,
+ "standard": "Yes"
+}
\ No newline at end of file
diff --git a/erpnext/accounts/print_format/gst_pos_invoice/gst_pos_invoice.json b/erpnext/accounts/print_format/gst_pos_invoice/gst_pos_invoice.json
index 1c5a195132..1aa1c02968 100644
--- a/erpnext/accounts/print_format/gst_pos_invoice/gst_pos_invoice.json
+++ b/erpnext/accounts/print_format/gst_pos_invoice/gst_pos_invoice.json
@@ -7,10 +7,10 @@
"docstatus": 0,
"doctype": "Print Format",
"font": "Default",
- "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n\\n\\t\\t\\t{{_(\\\"Grand Total\\\")}}
\\n\\t\\t\\n\\t\\t\\t{{doc.get_formatted(\\\"grand_total\\\")}}\\n\\t\\t
\\n\n\t{{ doc.company }}
\n\t{% if doc.company_address_display %}\n\t\t{% set company_address = doc.company_address_display.replace(\"\\n\", \" \").replace(\"
\", \" \") %}\n\t\t{% if \"GSTIN\" not in company_address %}\n\t\t\t{{ company_address }}\n\t\t\t{{ _(\"GSTIN\") }}:{{ doc.company_gstin }}\n\t\t{% else %}\n\t\t\t{{ company_address.replace(\"GSTIN\", \"
GSTIN\") }}\n\t\t{% endif %}\n\t{% endif %}\n\t
\n\t{% if doc.docstatus == 0 %}\n\t\t{{ doc.status + \" \"+ (doc.select_print_heading or _(\"Invoice\")) }}
\n\t{% else %}\n\t\t{{ doc.select_print_heading or _(\"Invoice\") }}
\n\t{% endif %}\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{% if doc.grand_total > 50000 %}\n\t\t{% set customer_address = doc.address_display.replace(\"\\n\", \" \").replace(\"
\", \" \") %}\n\t\t{{ _(\"Customer\") }}:
\n\t\t{{ doc.customer_name }}
\n\t\t{{ customer_address }}\n\t{% endif %}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.gst_hsn_code -%}\n\t\t\t\t\t {{ _(\"HSN/SAC\") }}: {{ item.gst_hsn_code }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.serial_no -%}\n\t\t\t\t\t {{ _(\"Serial No\") }}: {{ item.serial_no }}\n\t\t\t\t{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.rate }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t\t{{ row.description }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc) }}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"change_amount\") }}\n\t\t\t | \n\t\t
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", + "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n\n\t{{ doc.company }}
\n\t{% if doc.company_address_display %}\n\t\t{% set company_address = doc.company_address_display.replace(\"\\n\", \" \").replace(\"
\", \" \") %}\n\t\t{% if \"GSTIN\" not in company_address %}\n\t\t\t{{ company_address }}\n\t\t\t{{ _(\"GSTIN\") }}:{{ doc.company_gstin }}\n\t\t{% else %}\n\t\t\t{{ company_address.replace(\"GSTIN\", \"
GSTIN\") }}\n\t\t{% endif %}\n\t{% endif %}\n\t
\n\t{% if doc.docstatus == 0 %}\n\t\t{{ doc.status + \" \"+ (doc.select_print_heading or _(\"Invoice\")) }}
\n\t{% else %}\n\t\t{{ doc.select_print_heading or _(\"Invoice\") }}
\n\t{% endif %}\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{% if doc.grand_total > 50000 %}\n\t\t{% set customer_address = doc.address_display.replace(\"\\n\", \" \").replace(\"
\", \" \") %}\n\t\t{{ _(\"Customer\") }}:
\n\t\t{{ doc.customer_name }}
\n\t\t{{ customer_address }}\n\t{% endif %}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.gst_hsn_code -%}\n\t\t\t\t\t {{ _(\"HSN/SAC\") }}: {{ item.gst_hsn_code }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.serial_no -%}\n\t\t\t\t\t {{ _(\"Serial No\") }}: {{ item.serial_no }}\n\t\t\t\t{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.rate }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t\t{{ row.description }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc) }}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"change_amount\") }}\n\t\t\t | \n\t\t
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", "idx": 0, "line_breaks": 0, - "modified": "2019-12-09 17:39:23.356573", + "modified": "2020-04-29 16:39:12.936215", "modified_by": "Administrator", "module": "Accounts", "name": "GST POS Invoice", diff --git a/erpnext/accounts/print_format/pos_invoice/pos_invoice.json b/erpnext/accounts/print_format/pos_invoice/pos_invoice.json index be699228c5..13a973d234 100644 --- a/erpnext/accounts/print_format/pos_invoice/pos_invoice.json +++ b/erpnext/accounts/print_format/pos_invoice/pos_invoice.json @@ -6,10 +6,10 @@ "doc_type": "Sales Invoice", "docstatus": 0, "doctype": "Print Format", - "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n\n\n\t{{ doc.company }}
\n\t{{ doc.select_print_heading or _(\"Invoice\") }}
\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{{ _(\"Customer\") }}: {{ doc.customer_name }}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.get_formatted(\"rate\") }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t\t{{ row.description }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc) }}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"change_amount\") }}\n\t\t\t\t | \n\t\t\t
\n
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", + "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n\n\n\t{{ doc.company }}
\n\t{{ doc.select_print_heading or _(\"Invoice\") }}
\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{{ _(\"Customer\") }}: {{ doc.customer_name }}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.get_formatted(\"rate\") }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t\t{{ row.description }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc) }}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"change_amount\") }}\n\t\t\t\t | \n\t\t\t
\n
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", "idx": 1, "line_breaks": 0, - "modified": "2019-12-09 17:40:53.183574", + "modified": "2020-04-29 16:35:07.043058", "modified_by": "Administrator", "module": "Accounts", "name": "POS Invoice", diff --git a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py index 66aa18058b..59117c8174 100755 --- a/erpnext/accounts/report/accounts_receivable/accounts_receivable.py +++ b/erpnext/accounts/report/accounts_receivable/accounts_receivable.py @@ -643,8 +643,10 @@ class ReceivablePayableReport(object): account_type = "Receivable" if self.party_type == "Customer" else "Payable" accounts = [d.name for d in frappe.get_all("Account", filters={"account_type": account_type, "company": self.filters.company})] - conditions.append("account in (%s)" % ','.join(['%s'] *len(accounts))) - values += accounts + + if accounts: + conditions.append("account in (%s)" % ','.join(['%s'] *len(accounts))) + values += accounts def add_customer_filters(self, conditions, values): if self.filters.get("customer_group"): diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py index c2c7207e37..219871b1d6 100644 --- a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py +++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py @@ -378,7 +378,7 @@ def set_gl_entries_by_account(from_date, to_date, root_lft, root_rgt, filters, g if filters and filters.get('presentation_currency') != d.default_currency: currency_info['company'] = d.name currency_info['company_currency'] = d.default_currency - convert_to_presentation_currency(gl_entries, currency_info) + convert_to_presentation_currency(gl_entries, currency_info, filters.get('company')) for entry in gl_entries: key = entry.account_number or entry.account_name diff --git a/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py b/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py index 2cb10b11e1..10b32fea56 100644 --- a/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py +++ b/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py @@ -173,7 +173,7 @@ class PartyLedgerSummaryReport(object): from `tabGL Entry` gle {join} where - gle.docstatus < 2 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != '' + gle.docstatus < 2 and gle.is_cancelled = 0 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != '' and gle.posting_date <= %(to_date)s {conditions} order by gle.posting_date """.format(join=join, join_field=join_field, conditions=conditions), self.filters, as_dict=True) @@ -248,7 +248,7 @@ class PartyLedgerSummaryReport(object): from `tabGL Entry` where - docstatus < 2 + docstatus < 2 and is_cancelled = 0 and (voucher_type, voucher_no) in ( select voucher_type, voucher_no from `tabGL Entry` gle, `tabAccount` acc where acc.name = gle.account and acc.account_type = '{income_or_expense}' diff --git a/erpnext/accounts/report/financial_statements.py b/erpnext/accounts/report/financial_statements.py index 3785ebf215..1b65a318b6 100644 --- a/erpnext/accounts/report/financial_statements.py +++ b/erpnext/accounts/report/financial_statements.py @@ -14,7 +14,7 @@ import frappe, erpnext from erpnext.accounts.report.utils import get_currency, convert_to_presentation_currency from erpnext.accounts.utils import get_fiscal_year from frappe import _ -from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr) +from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr, cint) from six import itervalues from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children @@ -46,7 +46,7 @@ def get_period_list(from_fiscal_year, to_fiscal_year, period_start_date, period_ start_date = year_start_date months = get_months(year_start_date, year_end_date) - for i in range(math.ceil(months / months_to_add)): + for i in range(cint(math.ceil(months / months_to_add))): period = frappe._dict({ "from_date": start_date }) @@ -423,7 +423,7 @@ def set_gl_entries_by_account( distributed_cost_center_query=distributed_cost_center_query), gl_filters, as_dict=True) #nosec if filters and filters.get('presentation_currency'): - convert_to_presentation_currency(gl_entries, get_currency(filters)) + convert_to_presentation_currency(gl_entries, get_currency(filters), filters.get('company')) for entry in gl_entries: gl_entries_by_account.setdefault(entry.account, []).append(entry) diff --git a/erpnext/accounts/report/general_ledger/general_ledger.js b/erpnext/accounts/report/general_ledger/general_ledger.js index 1fc0f79478..fb0d359926 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.js +++ b/erpnext/accounts/report/general_ledger/general_ledger.js @@ -146,6 +146,12 @@ frappe.query_reports["General Ledger"] = { return frappe.db.get_link_options('Project', txt); } }, + { + "fieldname": "include_dimensions", + "label": __("Consider Accounting Dimensions"), + "fieldtype": "Check", + "default": 0 + }, { "fieldname": "show_opening_entries", "label": __("Show Opening Entries"), diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py index fcd36e4e6e..0599707446 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.py +++ b/erpnext/accounts/report/general_ledger/general_ledger.py @@ -106,15 +106,20 @@ def set_account_currency(filters): return filters def get_result(filters, account_details): - gl_entries = get_gl_entries(filters) + accounting_dimensions = [] + if filters.get("include_dimensions"): + accounting_dimensions = get_accounting_dimensions() - data = get_data_with_opening_closing(filters, account_details, gl_entries) + gl_entries = get_gl_entries(filters, accounting_dimensions) + + data = get_data_with_opening_closing(filters, account_details, + accounting_dimensions, gl_entries) result = get_result_as_list(data, filters) return result -def get_gl_entries(filters): +def get_gl_entries(filters, accounting_dimensions): currency_map = get_currency(filters) select_fields = """, debit, credit, debit_in_account_currency, credit_in_account_currency """ @@ -128,6 +133,10 @@ def get_gl_entries(filters): filters['company_fb'] = frappe.db.get_value("Company", filters.get("company"), 'default_finance_book') + dimension_fields = "" + if accounting_dimensions: + dimension_fields = ', '.join(accounting_dimensions) + ',' + distributed_cost_center_query = "" if filters and filters.get('cost_center'): select_fields_with_percentage = """, debit*(DCC_allocation.percentage_allocation/100) as debit, credit*(DCC_allocation.percentage_allocation/100) as credit, debit_in_account_currency*(DCC_allocation.percentage_allocation/100) as debit_in_account_currency, @@ -141,7 +150,7 @@ def get_gl_entries(filters): party_type, party, voucher_type, - voucher_no, + voucher_no, {dimension_fields} cost_center, project, against_voucher_type, against_voucher, @@ -160,13 +169,14 @@ def get_gl_entries(filters): {conditions} AND posting_date <= %(to_date)s AND cost_center = DCC_allocation.parent - """.format(select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", '')) + """.format(dimension_fields=dimension_fields,select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", '')) gl_entries = frappe.db.sql( """ select name as gl_entry, posting_date, account, party_type, party, - voucher_type, voucher_no, cost_center, project, + voucher_type, voucher_no, {dimension_fields} + cost_center, project, against_voucher_type, against_voucher, account_currency, remarks, against, is_opening, creation {select_fields} from `tabGL Entry` @@ -174,13 +184,13 @@ def get_gl_entries(filters): {distributed_cost_center_query} {order_by_statement} """.format( - select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query, + dimension_fields=dimension_fields, select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query, order_by_statement=order_by_statement ), filters, as_dict=1) if filters.get('presentation_currency'): - return convert_to_presentation_currency(gl_entries, currency_map) + return convert_to_presentation_currency(gl_entries, currency_map, filters.get('company')) else: return gl_entries @@ -247,12 +257,12 @@ def get_conditions(filters): return "and {}".format(" and ".join(conditions)) if conditions else "" -def get_data_with_opening_closing(filters, account_details, gl_entries): +def get_data_with_opening_closing(filters, account_details, accounting_dimensions, gl_entries): data = [] gle_map = initialize_gle_map(gl_entries, filters) - totals, entries = get_accountwise_gle(filters, gl_entries, gle_map) + totals, entries = get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map) # Opening for filtered account data.append(totals.opening) @@ -318,7 +328,7 @@ def initialize_gle_map(gl_entries, filters): return gle_map -def get_accountwise_gle(filters, gl_entries, gle_map): +def get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map): totals = get_totals_dict() entries = [] consolidated_gle = OrderedDict() @@ -350,8 +360,11 @@ def get_accountwise_gle(filters, gl_entries, gle_map): if filters.get("group_by") != _('Group by Voucher (Consolidated)'): gle_map[gle.get(group_by)].entries.append(gle) elif filters.get("group_by") == _('Group by Voucher (Consolidated)'): - key = (gle.get("voucher_type"), gle.get("voucher_no"), - gle.get("account"), gle.get("cost_center")) + keylist = [gle.get("voucher_type"), gle.get("voucher_no"), gle.get("account")] + for dim in accounting_dimensions: + keylist.append(gle.get(dim)) + keylist.append(gle.get("cost_center")) + key = tuple(keylist) if key not in consolidated_gle: consolidated_gle.setdefault(key, gle) else: @@ -478,7 +491,19 @@ def get_columns(filters): "options": "Project", "fieldname": "project", "width": 100 - }, + } + ]) + + if filters.get("include_dimensions"): + for dim in get_accounting_dimensions(as_list = False): + columns.append({ + "label": _(dim.label), + "options": dim.label, + "fieldname": dim.fieldname, + "width": 100 + }) + + columns.extend([ { "label": _("Cost Center"), "options": "Cost Center", diff --git a/erpnext/accounts/report/gross_profit/gross_profit.py b/erpnext/accounts/report/gross_profit/gross_profit.py index 4e22b05a81..2563b66d1c 100644 --- a/erpnext/accounts/report/gross_profit/gross_profit.py +++ b/erpnext/accounts/report/gross_profit/gross_profit.py @@ -223,9 +223,9 @@ class GrossProfitGenerator(object): # IMP NOTE # stock_ledger_entries should already be filtered by item_code and warehouse and # sorted by posting_date desc, posting_time desc - if item_code in self.non_stock_items: + if item_code in self.non_stock_items and (row.project or row.cost_center): #Issue 6089-Get last purchasing rate for non-stock item - item_rate = self.get_last_purchase_rate(item_code) + item_rate = self.get_last_purchase_rate(item_code, row) return flt(row.qty) * item_rate else: @@ -253,38 +253,34 @@ class GrossProfitGenerator(object): def get_average_buying_rate(self, row, item_code): args = row if not item_code in self.average_buying_rate: - if item_code in self.non_stock_items: - self.average_buying_rate[item_code] = flt(frappe.db.sql(""" - select sum(base_net_amount) / sum(qty * conversion_factor) - from `tabPurchase Invoice Item` - where item_code = %s and docstatus=1""", item_code)[0][0]) - else: - args.update({ - 'voucher_type': row.parenttype, - 'voucher_no': row.parent, - 'allow_zero_valuation': True, - 'company': self.filters.company - }) + args.update({ + 'voucher_type': row.parenttype, + 'voucher_no': row.parent, + 'allow_zero_valuation': True, + 'company': self.filters.company + }) - average_buying_rate = get_incoming_rate(args) - self.average_buying_rate[item_code] = flt(average_buying_rate) + average_buying_rate = get_incoming_rate(args) + self.average_buying_rate[item_code] = flt(average_buying_rate) return self.average_buying_rate[item_code] - def get_last_purchase_rate(self, item_code): + def get_last_purchase_rate(self, item_code, row): + condition = '' + if row.project: + condition += " AND a.project='%s'" % (row.project) + elif row.cost_center: + condition += " AND a.cost_center='%s'" % (row.cost_center) if self.filters.to_date: - last_purchase_rate = frappe.db.sql(""" - select (a.base_rate / a.conversion_factor) - from `tabPurchase Invoice Item` a - where a.item_code = %s and a.docstatus=1 - and modified <= %s - order by a.modified desc limit 1""", (item_code, self.filters.to_date)) - else: - last_purchase_rate = frappe.db.sql(""" - select (a.base_rate / a.conversion_factor) - from `tabPurchase Invoice Item` a - where a.item_code = %s and a.docstatus=1 - order by a.modified desc limit 1""", item_code) + condition += " AND modified='%s'" % (self.filters.to_date) + + last_purchase_rate = frappe.db.sql(""" + select (a.base_rate / a.conversion_factor) + from `tabPurchase Invoice Item` a + where a.item_code = %s and a.docstatus=1 + {0} + order by a.modified desc limit 1""".format(condition), item_code) + return flt(last_purchase_rate[0][0]) if last_purchase_rate else 0 def load_invoice_items(self): @@ -321,7 +317,8 @@ class GrossProfitGenerator(object): `tabSales Invoice Item`.brand, `tabSales Invoice Item`.dn_detail, `tabSales Invoice Item`.delivery_note, `tabSales Invoice Item`.stock_qty as qty, `tabSales Invoice Item`.base_net_rate, `tabSales Invoice Item`.base_net_amount, - `tabSales Invoice Item`.name as "item_row", `tabSales Invoice`.is_return + `tabSales Invoice Item`.name as "item_row", `tabSales Invoice`.is_return, + `tabSales Invoice Item`.cost_center {sales_person_cols} from `tabSales Invoice` inner join `tabSales Invoice Item` diff --git a/erpnext/accounts/report/utils.py b/erpnext/accounts/report/utils.py index 4a9af490cf..9de8d19f2a 100644 --- a/erpnext/accounts/report/utils.py +++ b/erpnext/accounts/report/utils.py @@ -6,10 +6,6 @@ from erpnext.accounts.doctype.fiscal_year.fiscal_year import get_from_and_to_dat from frappe.utils import cint, get_datetime_str, formatdate, flt __exchange_rates = {} -P_OR_L_ACCOUNTS = list( - sum(frappe.get_list('Account', fields=['name'], or_filters=[{'root_type': 'Income'}, {'root_type': 'Expense'}], as_list=True), ()) -) - def get_currency(filters): """ @@ -73,18 +69,7 @@ def get_rate_as_at(date, from_currency, to_currency): return rate - -def is_p_or_l_account(account_name): - """ - Check if the given `account name` is an `Account` with `root_type` of either 'Income' - or 'Expense'. - :param account_name: - :return: Boolean - """ - return account_name in P_OR_L_ACCOUNTS - - -def convert_to_presentation_currency(gl_entries, currency_info): +def convert_to_presentation_currency(gl_entries, currency_info, company): """ Take a list of GL Entries and change the 'debit' and 'credit' values to currencies in `currency_info`. @@ -96,6 +81,9 @@ def convert_to_presentation_currency(gl_entries, currency_info): presentation_currency = currency_info['presentation_currency'] company_currency = currency_info['company_currency'] + pl_accounts = [d.name for d in frappe.get_list('Account', + filters={'report_type': 'Profit and Loss', 'company': company})] + for entry in gl_entries: account = entry['account'] debit = flt(entry['debit']) @@ -107,7 +95,7 @@ def convert_to_presentation_currency(gl_entries, currency_info): if account_currency != presentation_currency: value = debit or credit - date = currency_info['report_date'] if not is_p_or_l_account(account) else entry['posting_date'] + date = entry['posting_date'] if account in pl_accounts else currency_info['report_date'] converted_value = convert(value, presentation_currency, company_currency, date) if entry.get('debit'): diff --git a/erpnext/accounts/utils.py b/erpnext/accounts/utils.py index 013c30d6ff..51ac7cfbfa 100644 --- a/erpnext/accounts/utils.py +++ b/erpnext/accounts/utils.py @@ -122,7 +122,7 @@ def get_balance_on(account=None, date=None, party_type=None, party=None, company cost_center = frappe.form_dict.get("cost_center") - cond = [] + cond = ["is_cancelled=0"] if date: cond.append("posting_date <= %s" % frappe.db.escape(cstr(date))) else: @@ -206,7 +206,7 @@ def get_balance_on(account=None, date=None, party_type=None, party=None, company return flt(bal) def get_count_on(account, fieldname, date): - cond = [] + cond = ["is_cancelled=0"] if date: cond.append("posting_date <= %s" % frappe.db.escape(cstr(date))) else: @@ -676,7 +676,8 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters invoice_list = frappe.db.sql(""" select voucher_no, voucher_type, posting_date, due_date, - ifnull(sum({dr_or_cr}), 0) as invoice_amount + ifnull(sum({dr_or_cr}), 0) as invoice_amount, + account_currency as currency from `tabGL Entry` where @@ -733,7 +734,8 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters 'invoice_amount': flt(d.invoice_amount), 'payment_amount': payment_amount, 'outstanding_amount': outstanding_amount, - 'due_date': d.due_date + 'due_date': d.due_date, + 'currency': d.currency }) ) diff --git a/erpnext/assets/assets_dashboard/asset/asset.json b/erpnext/assets/assets_dashboard/asset/asset.json new file mode 100644 index 0000000000..56b1e2a71c --- /dev/null +++ b/erpnext/assets/assets_dashboard/asset/asset.json @@ -0,0 +1,39 @@ +{ + "cards": [ + { + "card": "Total Assets" + }, + { + "card": "New Assets (This Year)" + }, + { + "card": "Asset Value" + } + ], + "charts": [ + { + "chart": "Asset Value Analytics", + "width": "Full" + }, + { + "chart": "Category-wise Asset Value", + "width": "Half" + }, + { + "chart": "Location-wise Asset Value", + "width": "Half" + } + ], + "creation": "2020-07-14 18:23:53.343082", + "dashboard_name": "Asset", + "docstatus": 0, + "doctype": "Dashboard", + "idx": 0, + "is_default": 0, + "is_standard": 1, + "modified": "2020-07-21 18:14:25.078929", + "modified_by": "Administrator", + "module": "Assets", + "name": "Asset", + "owner": "Administrator" +} \ No newline at end of file diff --git a/erpnext/assets/dashboard_chart/asset_value_analytics/asset_value_analytics.json b/erpnext/assets/dashboard_chart/asset_value_analytics/asset_value_analytics.json new file mode 100644 index 0000000000..bc2edc9d7d --- /dev/null +++ b/erpnext/assets/dashboard_chart/asset_value_analytics/asset_value_analytics.json @@ -0,0 +1,27 @@ +{ + "chart_name": "Asset Value Analytics", + "chart_type": "Report", + "creation": "2020-07-14 18:23:53.091233", + "custom_options": "{\"type\": \"bar\", \"barOptions\": {\"stacked\": 1}, \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_fiscal_year\":\"frappe.sys_defaults.fiscal_year\",\"to_fiscal_year\":\"frappe.sys_defaults.fiscal_year\",\"from_date\":\"frappe.datetime.add_months(frappe.datetime.nowdate(), -12)\",\"to_date\":\"frappe.datetime.nowdate()\"}", + "filters_json": "{\"status\":\"In Location\",\"filter_based_on\":\"Fiscal Year\",\"period_start_date\":\"2020-04-01\",\"period_end_date\":\"2021-03-31\",\"date_based_on\":\"Purchase Date\",\"group_by\":\"--Select a group--\"}", + "group_by_type": "Count", + "idx": 0, + "is_public": 0, + "is_standard": 1, + "modified": "2020-07-23 13:53:33.211371", + "modified_by": "Administrator", + "module": "Assets", + "name": "Asset Value Analytics", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Fixed Asset Register", + "time_interval": "Yearly", + "timeseries": 0, + "timespan": "Last Year", + "type": "Bar", + "use_report_chart": 1, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/assets/dashboard_chart/category_wise_asset_value/category_wise_asset_value.json b/erpnext/assets/dashboard_chart/category_wise_asset_value/category_wise_asset_value.json new file mode 100644 index 0000000000..e79d2d7372 --- /dev/null +++ b/erpnext/assets/dashboard_chart/category_wise_asset_value/category_wise_asset_value.json @@ -0,0 +1,29 @@ +{ + "chart_name": "Category-wise Asset Value", + "chart_type": "Report", + "creation": "2020-07-14 18:23:53.146304", + "custom_options": "{\"type\": \"donut\", \"height\": 300, \"axisOptions\": {\"shortenYAxisNumbers\": 1}}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.datetime.add_months(frappe.datetime.nowdate(), -12)\",\"to_date\":\"frappe.datetime.nowdate()\"}", + "filters_json": "{\"status\":\"In Location\",\"group_by\":\"Asset Category\",\"is_existing_asset\":0}", + "idx": 0, + "is_public": 0, + "is_standard": 1, + "modified": "2020-07-23 13:39:32.429240", + "modified_by": "Administrator", + "module": "Assets", + "name": "Category-wise Asset Value", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Fixed Asset Register", + "timeseries": 0, + "type": "Donut", + "use_report_chart": 0, + "x_field": "asset_category", + "y_axis": [ + { + "y_field": "asset_value" + } + ] +} \ No newline at end of file diff --git a/erpnext/assets/dashboard_chart/location_wise_asset_value/location_wise_asset_value.json b/erpnext/assets/dashboard_chart/location_wise_asset_value/location_wise_asset_value.json new file mode 100644 index 0000000000..481586e7ca --- /dev/null +++ b/erpnext/assets/dashboard_chart/location_wise_asset_value/location_wise_asset_value.json @@ -0,0 +1,29 @@ +{ + "chart_name": "Location-wise Asset Value", + "chart_type": "Report", + "creation": "2020-07-14 18:23:53.195389", + "custom_options": "{\"type\": \"donut\", \"height\": 300, \"axisOptions\": {\"shortenYAxisNumbers\": 1}}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.datetime.add_months(frappe.datetime.nowdate(), -12)\",\"to_date\":\"frappe.datetime.nowdate()\"}", + "filters_json": "{\"status\":\"In Location\",\"group_by\":\"Location\",\"is_existing_asset\":0}", + "idx": 0, + "is_public": 0, + "is_standard": 1, + "modified": "2020-07-23 13:42:44.912551", + "modified_by": "Administrator", + "module": "Assets", + "name": "Location-wise Asset Value", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Fixed Asset Register", + "timeseries": 0, + "type": "Donut", + "use_report_chart": 0, + "x_field": "location", + "y_axis": [ + { + "y_field": "asset_value" + } + ] +} \ No newline at end of file diff --git a/erpnext/assets/doctype/asset/asset.json b/erpnext/assets/doctype/asset/asset.json index 97165a31d2..a3152abf20 100644 --- a/erpnext/assets/doctype/asset/asset.json +++ b/erpnext/assets/doctype/asset/asset.json @@ -1,4 +1,5 @@ { + "actions": [], "allow_import": 1, "allow_rename": 1, "autoname": "naming_series:", @@ -7,8 +8,9 @@ "document_type": "Document", "engine": "InnoDB", "field_order": [ + "is_existing_asset", + "section_break_2", "naming_series", - "asset_name", "item_code", "item_name", "asset_category", @@ -17,29 +19,31 @@ "supplier", "customer", "image", - "purchase_invoice", + "journal_entry_for_scrap", "column_break_3", "company", + "asset_name", "location", "custodian", "department", - "purchase_date", "disposal_date", - "journal_entry_for_scrap", - "purchase_receipt", "accounting_dimensions_section", "cost_center", "dimension_col_break", - "section_break_5", - "gross_purchase_amount", + "purchase_details_section", + "purchase_receipt", + "purchase_invoice", "available_for_use_date", - "column_break_18", + "column_break_23", + "gross_purchase_amount", + "purchase_date", + "section_break_23", "calculate_depreciation", "allow_monthly_depreciation", - "is_existing_asset", + "column_break_33", "opening_accumulated_depreciation", "number_of_depreciations_booked", - "section_break_23", + "section_break_36", "finance_books", "section_break_33", "depreciation_method", @@ -64,7 +68,6 @@ "status", "booked_fixed_asset", "column_break_51", - "purchase_receipt_amount", "default_finance_book", "amended_from" @@ -187,6 +190,8 @@ "fieldname": "purchase_date", "fieldtype": "Date", "label": "Purchase Date", + "read_only": 1, + "read_only_depends_on": "eval:!doc.is_existing_asset", "reqd": 1 }, { @@ -204,25 +209,20 @@ "print_hide": 1, "read_only": 1 }, - { - "fieldname": "section_break_5", - "fieldtype": "Section Break" - }, { "fieldname": "gross_purchase_amount", "fieldtype": "Currency", "label": "Gross Purchase Amount", "options": "Company:company:default_currency", + "read_only": 1, + "read_only_depends_on": "eval:!doc.is_existing_asset", "reqd": 1 }, { "fieldname": "available_for_use_date", "fieldtype": "Date", - "label": "Available-for-use Date" - }, - { - "fieldname": "column_break_18", - "fieldtype": "Column Break" + "label": "Available-for-use Date", + "reqd": 1 }, { "default": "0", @@ -252,12 +252,14 @@ "no_copy": 1 }, { - "depends_on": "calculate_depreciation", + "collapsible": 1, + "collapsible_depends_on": "eval:doc.calculate_depreciation || doc.is_existing_asset", "fieldname": "section_break_23", "fieldtype": "Section Break", "label": "Depreciation" }, { + "columns": 10, "fieldname": "finance_books", "fieldtype": "Table", "label": "Finance Books", @@ -305,8 +307,7 @@ { "depends_on": "calculate_depreciation", "fieldname": "section_break_14", - "fieldtype": "Section Break", - "label": "Depreciation Schedule" + "fieldtype": "Section Break" }, { "fieldname": "schedules", @@ -456,12 +457,37 @@ "fieldname": "allow_monthly_depreciation", "fieldtype": "Check", "label": "Allow Monthly Depreciation" + }, + { + "fieldname": "section_break_2", + "fieldtype": "Section Break" + }, + { + "collapsible": 1, + "collapsible_depends_on": "is_existing_asset", + "fieldname": "purchase_details_section", + "fieldtype": "Section Break", + "label": "Purchase Details" + }, + { + "fieldname": "column_break_23", + "fieldtype": "Column Break" + }, + { + "fieldname": "column_break_33", + "fieldtype": "Column Break" + }, + { + "depends_on": "calculate_depreciation", + "fieldname": "section_break_36", + "fieldtype": "Section Break" } ], "idx": 72, "image_field": "image", "is_submittable": 1, - "modified": "2019-10-22 15:47:36.050828", + "links": [], + "modified": "2020-07-28 15:04:44.452224", "modified_by": "Administrator", "module": "Assets", "name": "Asset", diff --git a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py index 1869a29c8d..60c528bcc4 100644 --- a/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py +++ b/erpnext/assets/doctype/asset_maintenance/asset_maintenance.py @@ -106,6 +106,7 @@ def update_maintenance_log(asset_maintenance, item_code, item_name, task): maintenance_log.save() @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def get_team_members(doctype, txt, searchfield, start, page_len, filters): return frappe.db.get_values('Maintenance Team Member', { 'parent': filters.get("maintenance_team") }) diff --git a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py index f169f01616..34facd8d05 100644 --- a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py +++ b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py @@ -11,7 +11,7 @@ from erpnext.assets.doctype.asset_maintenance.asset_maintenance import calculate class AssetMaintenanceLog(Document): def validate(self): - if getdate(self.due_date) < getdate(nowdate()): + if getdate(self.due_date) < getdate(nowdate()) and self.maintenance_status not in ["Completed", "Cancelled"]: self.maintenance_status = "Overdue" if self.maintenance_status == "Completed" and not self.completion_date: @@ -41,6 +41,7 @@ class AssetMaintenanceLog(Document): asset_maintenance_doc.save() @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def get_maintenance_tasks(doctype, txt, searchfield, start, page_len, filters): asset_maintenance_tasks = frappe.db.get_values('Asset Maintenance Task', {'parent':filters.get("asset_maintenance")}, 'maintenance_task') return asset_maintenance_tasks diff --git a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js index b854413310..23000e60ef 100644 --- a/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js +++ b/erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js @@ -1,14 +1,15 @@ frappe.listview_settings['Asset Maintenance Log'] = { add_fields: ["maintenance_status"], + has_indicator_for_draft: 1, get_indicator: function(doc) { - if(doc.maintenance_status=="Pending") { - return [__("Pending"), "orange"]; - } else if(doc.maintenance_status=="Completed") { - return [__("Completed"), "green"]; - } else if(doc.maintenance_status=="Cancelled") { - return [__("Cancelled"), "red"]; - } else if(doc.maintenance_status=="Overdue") { - return [__("Overdue"), "red"]; + if (doc.maintenance_status=="Planned") { + return [__(doc.maintenance_status), "orange", "status,=," + doc.maintenance_status]; + } else if (doc.maintenance_status=="Completed") { + return [__(doc.maintenance_status), "green", "status,=," + doc.maintenance_status]; + } else if (doc.maintenance_status=="Cancelled") { + return [__(doc.maintenance_status), "red", "status,=," + doc.maintenance_status]; + } else if (doc.maintenance_status=="Overdue") { + return [__(doc.maintenance_status), "red", "status,=," + doc.maintenance_status]; } } }; diff --git a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py index 155597e856..fd702c74c7 100644 --- a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py +++ b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py @@ -8,6 +8,7 @@ from frappe import _ from frappe.utils import flt, getdate, cint, date_diff, formatdate from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts from frappe.model.document import Document +from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts class AssetValueAdjustment(Document): def validate(self): @@ -53,17 +54,33 @@ class AssetValueAdjustment(Document): je.company = self.company je.remark = "Depreciation Entry against {0} worth {1}".format(self.asset, self.difference_amount) - je.append("accounts", { + credit_entry = { "account": accumulated_depreciation_account, "credit_in_account_currency": self.difference_amount, "cost_center": depreciation_cost_center or self.cost_center - }) + } - je.append("accounts", { + debit_entry = { "account": depreciation_expense_account, "debit_in_account_currency": self.difference_amount, "cost_center": depreciation_cost_center or self.cost_center - }) + } + + accounting_dimensions = get_checks_for_pl_and_bs_accounts() + + for dimension in accounting_dimensions: + if dimension.get('mandatory_for_bs'): + credit_entry.update({ + dimension['fieldname']: self.get(dimension['fieldname']) or dimension.get('default_dimension') + }) + + if dimension.get('mandatory_for_pl'): + debit_entry.update({ + dimension['fieldname']: self.get(dimension['fieldname']) or dimension.get('default_dimension') + }) + + je.append("accounts", credit_entry) + je.append("accounts", debit_entry) je.flags.ignore_permissions = True je.submit() diff --git a/erpnext/assets/number_card/asset_value/asset_value.json b/erpnext/assets/number_card/asset_value/asset_value.json new file mode 100644 index 0000000000..68e5f54c78 --- /dev/null +++ b/erpnext/assets/number_card/asset_value/asset_value.json @@ -0,0 +1,21 @@ +{ + "aggregate_function_based_on": "value_after_depreciation", + "creation": "2020-07-14 18:23:53.302457", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Asset", + "filters_json": "[]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Asset Value", + "modified": "2020-07-21 18:13:47.647997", + "modified_by": "Administrator", + "module": "Assets", + "name": "Asset Value", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/assets/number_card/new_assets_(this_year)/new_assets_(this_year).json b/erpnext/assets/number_card/new_assets_(this_year)/new_assets_(this_year).json new file mode 100644 index 0000000000..6c8fb35657 --- /dev/null +++ b/erpnext/assets/number_card/new_assets_(this_year)/new_assets_(this_year).json @@ -0,0 +1,20 @@ +{ + "creation": "2020-07-14 18:23:53.267919", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Asset", + "filters_json": "[[\"Asset\",\"creation\",\"Timespan\",\"this year\",false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "New Assets (This Year)", + "modified": "2020-07-23 13:45:20.418766", + "modified_by": "Administrator", + "module": "Assets", + "name": "New Assets (This Year)", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/assets/number_card/total_assets/total_assets.json b/erpnext/assets/number_card/total_assets/total_assets.json new file mode 100644 index 0000000000..d127de8f2c --- /dev/null +++ b/erpnext/assets/number_card/total_assets/total_assets.json @@ -0,0 +1,20 @@ +{ + "creation": "2020-07-14 18:23:53.233328", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Asset", + "filters_json": "[]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Assets", + "modified": "2020-07-21 18:12:51.664292", + "modified_by": "Administrator", + "module": "Assets", + "name": "Total Assets", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/buying/buying_dashboard/buying/buying.json b/erpnext/buying/buying_dashboard/buying/buying.json new file mode 100644 index 0000000000..ab7ebac146 --- /dev/null +++ b/erpnext/buying/buying_dashboard/buying/buying.json @@ -0,0 +1,46 @@ +{ + "cards": [ + { + "card": "Annual Purchase" + }, + { + "card": "Purchase Orders to Receive" + }, + { + "card": "Purchase Orders to Bill" + }, + { + "card": "Active Suppliers" + } + ], + "charts": [ + { + "chart": "Purchase Order Trends", + "width": "Full" + }, + { + "chart": "Material Request Analysis", + "width": "Half" + }, + { + "chart": "Purchase Order Analysis", + "width": "Half" + }, + { + "chart": "Top Suppliers", + "width": "Full" + } + ], + "creation": "2020-07-20 21:01:02.541065", + "dashboard_name": "Buying", + "docstatus": 0, + "doctype": "Dashboard", + "idx": 0, + "is_default": 1, + "is_standard": 1, + "modified": "2020-07-22 12:48:38.112744", + "modified_by": "Administrator", + "module": "Buying", + "name": "Buying", + "owner": "Administrator" +} \ No newline at end of file diff --git a/erpnext/buying/dashboard_chart/material_request_analysis/material_request_analysis.json b/erpnext/buying/dashboard_chart/material_request_analysis/material_request_analysis.json new file mode 100644 index 0000000000..0b66f1f5e5 --- /dev/null +++ b/erpnext/buying/dashboard_chart/material_request_analysis/material_request_analysis.json @@ -0,0 +1,27 @@ +{ + "chart_name": "Material Request Analysis", + "chart_type": "Group By", + "creation": "2020-07-20 21:01:02.242563", + "custom_options": "{\"height\": 300}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "document_type": "Material Request", + "dynamic_filters_json": "[[\"Material Request\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Material Request\",\"status\",\"not in\",[\"Draft\",\"Cancelled\",\"Stopped\",null],false],[\"Material Request\",\"material_request_type\",\"=\",\"Purchase\",false],[\"Material Request\",\"docstatus\",\"=\",\"1\",false],[\"Material Request\",\"transaction_date\",\"Timespan\",\"last quarter\",false]]", + "group_by_based_on": "status", + "group_by_type": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "last_synced_on": "2020-07-22 12:43:56.961250", + "modified": "2020-07-22 21:20:51.840194", + "modified_by": "Administrator", + "module": "Buying", + "name": "Material Request Analysis", + "number_of_groups": 0, + "owner": "Administrator", + "timeseries": 0, + "type": "Donut", + "use_report_chart": 0, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/buying/dashboard_chart/purchase_order_analysis/purchase_order_analysis.json b/erpnext/buying/dashboard_chart/purchase_order_analysis/purchase_order_analysis.json new file mode 100644 index 0000000000..020755b92d --- /dev/null +++ b/erpnext/buying/dashboard_chart/purchase_order_analysis/purchase_order_analysis.json @@ -0,0 +1,24 @@ +{ + "chart_name": "Purchase Order Analysis", + "chart_type": "Report", + "creation": "2020-07-20 21:01:02.203880", + "custom_options": "{\"type\": \"donut\", \"height\": 300, \"axisOptions\": {\"shortenYAxisNumbers\": 1}}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.datetime.add_months(frappe.datetime.nowdate(), -1)\",\"to_date\":\"frappe.datetime.nowdate()\"}", + "filters_json": "{\"group_by_po\":0}", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-22 12:44:35.754973", + "modified_by": "Administrator", + "module": "Buying", + "name": "Purchase Order Analysis", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Purchase Order Analysis", + "timeseries": 0, + "type": "Donut", + "use_report_chart": 1, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/buying/dashboard_chart/purchase_order_trends/purchase_order_trends.json b/erpnext/buying/dashboard_chart/purchase_order_trends/purchase_order_trends.json new file mode 100644 index 0000000000..6452ed2139 --- /dev/null +++ b/erpnext/buying/dashboard_chart/purchase_order_trends/purchase_order_trends.json @@ -0,0 +1,24 @@ +{ + "chart_name": "Purchase Order Trends", + "chart_type": "Report", + "creation": "2020-07-20 21:01:02.295012", + "custom_options": "{\"type\": \"line\", \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}, \"lineOptions\": {\"regionFill\": 1}}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}", + "filters_json": "{\"period\":\"Monthly\",\"period_based_on\":\"posting_date\",\"based_on\":\"Item\"}", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-21 16:13:25.092287", + "modified_by": "Administrator", + "module": "Buying", + "name": "Purchase Order Trends", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Purchase Order Trends", + "timeseries": 0, + "type": "Line", + "use_report_chart": 1, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/buying/dashboard_chart/top_suppliers/top_suppliers.json b/erpnext/buying/dashboard_chart/top_suppliers/top_suppliers.json new file mode 100644 index 0000000000..6f7da8ea87 --- /dev/null +++ b/erpnext/buying/dashboard_chart/top_suppliers/top_suppliers.json @@ -0,0 +1,23 @@ +{ + "chart_name": "Top Suppliers", + "chart_type": "Report", + "creation": "2020-07-20 21:01:02.329519", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"fiscal_year\":\"frappe.sys_defaults.fiscal_year\"}", + "filters_json": "{\"period\":\"Monthly\",\"period_based_on\":\"posting_date\",\"based_on\":\"Supplier\"}", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-22 12:43:40.829652", + "modified_by": "Administrator", + "module": "Buying", + "name": "Top Suppliers", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Purchase Receipt Trends", + "timeseries": 0, + "type": "Bar", + "use_report_chart": 1, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/buying/dashboard_fixtures.py b/erpnext/buying/dashboard_fixtures.py deleted file mode 100644 index c6e2ffa634..0000000000 --- a/erpnext/buying/dashboard_fixtures.py +++ /dev/null @@ -1,211 +0,0 @@ -# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors -# License: GNU General Public License v3. See license.txt - -import frappe -import json -from frappe import _ -from frappe.utils import nowdate -from erpnext.accounts.dashboard_fixtures import _get_fiscal_year - -def get_data(): - - fiscal_year = _get_fiscal_year(nowdate()) - - if not fiscal_year: - return frappe._dict() - - company = frappe.get_doc("Company", get_company_for_dashboards()) - fiscal_year_name = fiscal_year.get("name") - start_date = str(fiscal_year.get("year_start_date")) - end_date = str(fiscal_year.get("year_end_date")) - - return frappe._dict({ - "dashboards": get_dashboards(), - "charts": get_charts(company, fiscal_year_name, start_date, end_date), - "number_cards": get_number_cards(company, fiscal_year_name, start_date, end_date), - }) - -def get_company_for_dashboards(): - company = frappe.defaults.get_defaults().company - if company: - return company - else: - company_list = frappe.get_list("Company") - if company_list: - return company_list[0].name - return None - -def get_dashboards(): - return [{ - "name": "Buying", - "dashboard_name": "Buying", - "charts": [ - { "chart": "Purchase Order Trends", "width": "Full"}, - { "chart": "Material Request Analysis", "width": "Half"}, - { "chart": "Purchase Order Analysis", "width": "Half"}, - { "chart": "Top Suppliers", "width": "Full"} - ], - "cards": [ - { "card": "Annual Purchase"}, - { "card": "Purchase Orders to Receive"}, - { "card": "Purchase Orders to Bill"}, - { "card": "Active Suppliers"} - ] - }] - -def get_charts(company, fiscal_year_name, start_date, end_date): - return [ - { - "name": "Purchase Order Analysis", - "chart_name": _("Purchase Order Analysis"), - "chart_type": "Report", - "custom_options": json.dumps({ - "type": "donut", - "height": 300, - "axisOptions": {"shortenYAxisNumbers": 1} - }), - "doctype": "Dashboard Chart", - "filters_json": json.dumps({ - "company": company.name, - "from_date": start_date, - "to_date": end_date - }), - "is_custom": 1, - "is_public": 1, - "owner": "Administrator", - "report_name": "Purchase Order Analysis", - "type": "Donut" - }, - { - "name": "Material Request Analysis", - "chart_name": _("Material Request Analysis"), - "chart_type": "Group By", - "custom_options": json.dumps({"height": 300}), - "doctype": "Dashboard Chart", - "document_type": "Material Request", - "filters_json": json.dumps( - [["Material Request", "status", "not in", ["Draft", "Cancelled", "Stopped", None], False], - ["Material Request", "material_request_type", "=", "Purchase", False], - ["Material Request", "company", "=", company.name, False], - ["Material Request", "docstatus", "=", 1, False], - ["Material Request", "transaction_date", "Between", [start_date, end_date], False]] - ), - "group_by_based_on": "status", - "group_by_type": "Count", - "is_custom": 0, - "is_public": 1, - "number_of_groups": 0, - "owner": "Administrator", - "type": "Donut" - }, - { - "name": "Purchase Order Trends", - "chart_name": _("Purchase Order Trends"), - "chart_type": "Report", - "custom_options": json.dumps({ - "type": "line", - "axisOptions": {"shortenYAxisNumbers": 1}, - "tooltipOptions": {}, - "lineOptions": { - "regionFill": 1 - } - }), - "doctype": "Dashboard Chart", - "filters_json": json.dumps({ - "company": company.name, - "period": "Monthly", - "fiscal_year": fiscal_year_name, - "period_based_on": "posting_date", - "based_on": "Item" - }), - "is_custom": 1, - "is_public": 1, - "owner": "Administrator", - "report_name": "Purchase Order Trends", - "type": "Line" - }, - { - "name": "Top Suppliers", - "chart_name": _("Top Suppliers"), - "chart_type": "Report", - "doctype": "Dashboard Chart", - "filters_json": json.dumps({ - "company": company.name, - "period": "Monthly", - "fiscal_year": fiscal_year_name, - "period_based_on": "posting_date", - "based_on": "Supplier" - }), - "is_custom": 1, - "is_public": 1, - "owner": "Administrator", - "report_name": "Purchase Receipt Trends", - "type": "Bar" - } - ] - -def get_number_cards(company, fiscal_year_name, start_date, end_date): - return [ - { - "name": "Annual Purchase", - "aggregate_function_based_on": "base_net_total", - "doctype": "Number Card", - "document_type": "Purchase Order", - "filters_json": json.dumps([ - ["Purchase Order", "transaction_date", "Between", [start_date, end_date], False], - ["Purchase Order", "status", "not in", ["Draft", "Cancelled", "Closed", None], False], - ["Purchase Order", "docstatus", "=", 1, False], - ["Purchase Order", "company", "=", company.name, False] - ]), - "function": "Sum", - "is_public": 1, - "label": _("Annual Purchase"), - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Monthly" - }, - { - "name": "Purchase Orders to Receive", - "doctype": "Number Card", - "document_type": "Purchase Order", - "filters_json": json.dumps([ - ["Purchase Order", "status", "in", ["To Receive and Bill", "To Receive", None], False], - ["Purchase Order", "docstatus", "=", 1, False], - ["Purchase Order", "company", "=", company.name, False] - ]), - "function": "Count", - "is_public": 1, - "label": _("Purchase Orders to Receive"), - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Weekly" - }, - { - "name": "Purchase Orders to Bill", - "doctype": "Number Card", - "document_type": "Purchase Order", - "filters_json": json.dumps([ - ["Purchase Order", "status", "in", ["To Receive and Bill", "To Bill", None], False], - ["Purchase Order", "docstatus", "=", 1, False], - ["Purchase Order", "company", "=", company.name, False] - ]), - "function": "Count", - "is_public": 1, - "label": _("Purchase Orders to Bill"), - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Weekly" - }, - { - "name": "Active Suppliers", - "doctype": "Number Card", - "document_type": "Supplier", - "filters_json": json.dumps([["Supplier", "disabled", "=", "0"]]), - "function": "Count", - "is_public": 1, - "label": "Active Suppliers", - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Monthly" - } - ] \ No newline at end of file diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.js b/erpnext/buying/doctype/purchase_order/purchase_order.js index 84e3a31904..9f2b9714f7 100644 --- a/erpnext/buying/doctype/purchase_order/purchase_order.js +++ b/erpnext/buying/doctype/purchase_order/purchase_order.js @@ -7,12 +7,6 @@ frappe.provide("erpnext.buying"); frappe.ui.form.on("Purchase Order", { setup: function(frm) { - frm.custom_make_buttons = { - 'Purchase Receipt': 'Receipt', - 'Purchase Invoice': 'Invoice', - 'Stock Entry': 'Material to Supplier', - 'Payment Entry': 'Payment' - } frm.set_query("reserve_warehouse", "supplied_items", function() { return { @@ -36,20 +30,6 @@ frappe.ui.form.on("Purchase Order", { }, - refresh: function(frm) { - if(frm.doc.docstatus === 1 && frm.doc.status !== 'Closed' - && flt(frm.doc.per_received) < 100 && flt(frm.doc.per_billed) < 100) { - frm.add_custom_button(__('Update Items'), () => { - erpnext.utils.update_child_items({ - frm: frm, - child_docname: "items", - child_doctype: "Purchase Order Detail", - cannot_add_row: false, - }) - }); - } - }, - onload: function(frm) { set_schedule_date(frm); if (!frm.doc.transaction_date){ @@ -76,6 +56,18 @@ frappe.ui.form.on("Purchase Order Item", { }); erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend({ + setup: function() { + this.frm.custom_make_buttons = { + 'Purchase Receipt': 'Receipt', + 'Purchase Invoice': 'Invoice', + 'Stock Entry': 'Material to Supplier', + 'Payment Entry': 'Payment', + } + + this._super(); + + }, + refresh: function(doc, cdt, cdn) { var me = this; this._super(); @@ -99,6 +91,16 @@ erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend( if(doc.docstatus == 1) { if(!in_list(["Closed", "Delivered"], doc.status)) { + if(this.frm.doc.status !== 'Closed' && flt(this.frm.doc.per_received) < 100 && flt(this.frm.doc.per_billed) < 100) { + this.frm.add_custom_button(__('Update Items'), () => { + erpnext.utils.update_child_items({ + frm: this.frm, + child_docname: "items", + child_doctype: "Purchase Order Detail", + cannot_add_row: false, + }) + }); + } if (this.frm.has_perm("submit")) { if(flt(doc.per_billed, 6) < 100 || flt(doc.per_received, 6) < 100) { if (doc.status != "On Hold") { diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.json b/erpnext/buying/doctype/purchase_order/purchase_order.json index 13f5cb0c81..4201e0b635 100644 --- a/erpnext/buying/doctype/purchase_order/purchase_order.json +++ b/erpnext/buying/doctype/purchase_order/purchase_order.json @@ -137,9 +137,7 @@ { "fieldname": "supplier_section", "fieldtype": "Section Break", - "options": "fa fa-user", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-user" }, { "allow_on_submit": 1, @@ -149,9 +147,7 @@ "hidden": 1, "label": "Title", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "naming_series", @@ -163,9 +159,7 @@ "options": "PUR-ORD-.YYYY.-", "print_hide": 1, "reqd": 1, - "set_only_once": 1, - "show_days": 1, - "show_seconds": 1 + "set_only_once": 1 }, { "bold": 1, @@ -178,18 +172,14 @@ "options": "Supplier", "print_hide": 1, "reqd": 1, - "search_index": 1, - "show_days": 1, - "show_seconds": 1 + "search_index": 1 }, { "depends_on": "eval:doc.supplier && doc.docstatus===0 && (!(doc.items && doc.items.length) || (doc.items.length==1 && !doc.items[0].item_code))", "description": "Fetch items based on Default Supplier.", "fieldname": "get_items_from_open_material_requests", "fieldtype": "Button", - "label": "Get Items from Open Material Requests", - "show_days": 1, - "show_seconds": 1 + "label": "Get Items from Open Material Requests" }, { "bold": 1, @@ -198,9 +188,7 @@ "fieldtype": "Data", "in_global_search": 1, "label": "Supplier Name", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "company", @@ -212,17 +200,13 @@ "options": "Company", "print_hide": 1, "remember_last_selected_value": 1, - "reqd": 1, - "show_days": 1, - "show_seconds": 1 + "reqd": 1 }, { "fieldname": "column_break1", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "print_width": "50%", - "show_days": 1, - "show_seconds": 1, "width": "50%" }, { @@ -234,35 +218,27 @@ "oldfieldname": "transaction_date", "oldfieldtype": "Date", "reqd": 1, - "search_index": 1, - "show_days": 1, - "show_seconds": 1 + "search_index": 1 }, { "allow_on_submit": 1, "fieldname": "schedule_date", "fieldtype": "Date", - "label": "Required By", - "show_days": 1, - "show_seconds": 1 + "label": "Required By" }, { "allow_on_submit": 1, "depends_on": "eval:doc.docstatus===1", "fieldname": "order_confirmation_no", "fieldtype": "Data", - "label": "Order Confirmation No", - "show_days": 1, - "show_seconds": 1 + "label": "Order Confirmation No" }, { "allow_on_submit": 1, "depends_on": "eval:doc.order_confirmation_no", "fieldname": "order_confirmation_date", "fieldtype": "Date", - "label": "Order Confirmation Date", - "show_days": 1, - "show_seconds": 1 + "label": "Order Confirmation Date" }, { "fieldname": "amended_from", @@ -274,25 +250,19 @@ "oldfieldtype": "Data", "options": "Purchase Order", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "drop_ship", "fieldtype": "Section Break", - "label": "Drop Ship", - "show_days": 1, - "show_seconds": 1 + "label": "Drop Ship" }, { "fieldname": "customer", "fieldtype": "Link", "label": "Customer", "options": "Customer", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "bold": 1, @@ -300,41 +270,31 @@ "fieldtype": "Data", "label": "Customer Name", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_19", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "customer_contact_person", "fieldtype": "Link", "label": "Customer Contact", - "options": "Contact", - "show_days": 1, - "show_seconds": 1 + "options": "Contact" }, { "fieldname": "customer_contact_display", "fieldtype": "Small Text", "hidden": 1, "label": "Customer Contact", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "customer_contact_mobile", "fieldtype": "Small Text", "hidden": 1, "label": "Customer Mobile No", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "customer_contact_email", @@ -342,60 +302,46 @@ "hidden": 1, "label": "Customer Contact Email", "options": "Email", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, "fieldname": "section_addresses", "fieldtype": "Section Break", - "label": "Address and Contact", - "show_days": 1, - "show_seconds": 1 + "label": "Address and Contact" }, { "fieldname": "supplier_address", "fieldtype": "Link", "label": "Select Supplier Address", "options": "Address", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "contact_person", "fieldtype": "Link", "label": "Contact Person", "options": "Contact", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "address_display", "fieldtype": "Small Text", "label": "Address", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "contact_display", "fieldtype": "Small Text", "in_global_search": 1, "label": "Contact", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "contact_mobile", "fieldtype": "Small Text", "label": "Mobile No", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "contact_email", @@ -403,42 +349,32 @@ "label": "Contact Email", "options": "Email", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "col_break_address", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "shipping_address", "fieldtype": "Link", "label": "Select Shipping Address", "options": "Address", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "shipping_address_display", "fieldtype": "Small Text", "label": "Shipping Address", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "fieldname": "currency_and_price_list", "fieldtype": "Section Break", "label": "Currency and Price List", - "options": "fa fa-tag", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-tag" }, { "fieldname": "currency", @@ -448,9 +384,7 @@ "oldfieldtype": "Select", "options": "Currency", "print_hide": 1, - "reqd": 1, - "show_days": 1, - "show_seconds": 1 + "reqd": 1 }, { "fieldname": "conversion_rate", @@ -460,24 +394,18 @@ "oldfieldtype": "Currency", "precision": "9", "print_hide": 1, - "reqd": 1, - "show_days": 1, - "show_seconds": 1 + "reqd": 1 }, { "fieldname": "cb_price_list", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "buying_price_list", "fieldtype": "Link", "label": "Price List", "options": "Price List", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "price_list_currency", @@ -485,18 +413,14 @@ "label": "Price List Currency", "options": "Currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "plc_conversion_rate", "fieldtype": "Float", "label": "Price List Exchange Rate", "precision": "9", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "default": "0", @@ -505,15 +429,11 @@ "label": "Ignore Pricing Rule", "no_copy": 1, "permlevel": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "sec_warehouse", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "description": "Sets 'Warehouse' in each row of the Items table.", @@ -521,15 +441,11 @@ "fieldtype": "Link", "label": "Set Target Warehouse", "options": "Warehouse", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "col_break_warehouse", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "default": "No", @@ -538,33 +454,25 @@ "in_standard_filter": 1, "label": "Supply Raw Materials", "options": "No\nYes", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "depends_on": "eval:doc.is_subcontracted==\"Yes\"", "fieldname": "supplier_warehouse", "fieldtype": "Link", "label": "Supplier Warehouse", - "options": "Warehouse", - "show_days": 1, - "show_seconds": 1 + "options": "Warehouse" }, { "fieldname": "items_section", "fieldtype": "Section Break", "oldfieldtype": "Section Break", - "options": "fa fa-shopping-cart", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-shopping-cart" }, { "fieldname": "scan_barcode", "fieldtype": "Data", - "label": "Scan Barcode", - "show_days": 1, - "show_seconds": 1 + "label": "Scan Barcode" }, { "allow_bulk_edit": 1, @@ -574,34 +482,26 @@ "oldfieldname": "po_details", "oldfieldtype": "Table", "options": "Purchase Order Item", - "reqd": 1, - "show_days": 1, - "show_seconds": 1 + "reqd": 1 }, { "collapsible": 1, "fieldname": "section_break_48", "fieldtype": "Section Break", - "label": "Pricing Rules", - "show_days": 1, - "show_seconds": 1 + "label": "Pricing Rules" }, { "fieldname": "pricing_rules", "fieldtype": "Table", "label": "Purchase Order Pricing Rule", "options": "Pricing Rule Detail", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible_depends_on": "supplied_items", "fieldname": "raw_material_details", "fieldtype": "Section Break", - "label": "Raw Materials Supplied", - "show_days": 1, - "show_seconds": 1 + "label": "Raw Materials Supplied" }, { "fieldname": "supplied_items", @@ -611,23 +511,17 @@ "oldfieldtype": "Table", "options": "Purchase Order Item Supplied", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "sb_last_purchase", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "fieldname": "total_qty", "fieldtype": "Float", "label": "Total Quantity", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_total", @@ -635,9 +529,7 @@ "label": "Total (Company Currency)", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_net_total", @@ -648,24 +540,18 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_26", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "total", "fieldtype": "Currency", "label": "Total", "options": "currency", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "net_total", @@ -675,26 +561,20 @@ "oldfieldtype": "Currency", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "total_net_weight", "fieldtype": "Float", "label": "Total Net Weight", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "taxes_section", "fieldtype": "Section Break", "oldfieldtype": "Section Break", - "options": "fa fa-money", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-money" }, { "fieldname": "taxes_and_charges", @@ -703,30 +583,22 @@ "oldfieldname": "purchase_other_charges", "oldfieldtype": "Link", "options": "Purchase Taxes and Charges Template", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_50", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "shipping_rule", "fieldtype": "Link", "label": "Shipping Rule", "options": "Shipping Rule", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "section_break_52", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "fieldname": "taxes", @@ -734,17 +606,13 @@ "label": "Purchase Taxes and Charges", "oldfieldname": "purchase_tax_details", "oldfieldtype": "Table", - "options": "Purchase Taxes and Charges", - "show_days": 1, - "show_seconds": 1 + "options": "Purchase Taxes and Charges" }, { "collapsible": 1, "fieldname": "sec_tax_breakup", "fieldtype": "Section Break", - "label": "Tax Breakup", - "show_days": 1, - "show_seconds": 1 + "label": "Tax Breakup" }, { "fieldname": "other_charges_calculation", @@ -753,17 +621,13 @@ "no_copy": 1, "oldfieldtype": "HTML", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "totals", "fieldtype": "Section Break", "oldfieldtype": "Section Break", - "options": "fa fa-money", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-money" }, { "fieldname": "base_taxes_and_charges_added", @@ -773,9 +637,7 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_taxes_and_charges_deducted", @@ -785,9 +647,7 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_total_taxes_and_charges", @@ -798,15 +658,11 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_39", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "taxes_and_charges_added", @@ -816,9 +672,7 @@ "oldfieldtype": "Currency", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "taxes_and_charges_deducted", @@ -828,9 +682,7 @@ "oldfieldtype": "Currency", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "total_taxes_and_charges", @@ -838,18 +690,14 @@ "label": "Total Taxes and Charges", "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "collapsible_depends_on": "discount_amount", "fieldname": "discount_section", "fieldtype": "Section Break", - "label": "Additional Discount", - "show_days": 1, - "show_seconds": 1 + "label": "Additional Discount" }, { "default": "Grand Total", @@ -857,9 +705,7 @@ "fieldtype": "Select", "label": "Apply Additional Discount On", "options": "\nGrand Total\nNet Total", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "base_discount_amount", @@ -867,38 +713,28 @@ "label": "Additional Discount Amount (Company Currency)", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_45", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "additional_discount_percentage", "fieldtype": "Float", "label": "Additional Discount Percentage", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "discount_amount", "fieldtype": "Currency", "label": "Additional Discount Amount", "options": "currency", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "totals_section", - "fieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Section Break" }, { "fieldname": "base_grand_total", @@ -909,9 +745,7 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_rounding_adjustment", @@ -920,21 +754,18 @@ "no_copy": 1, "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "description": "In Words will be visible once you save the Purchase Order.", "fieldname": "base_in_words", "fieldtype": "Data", "label": "In Words (Company Currency)", + "length": 240, "oldfieldname": "in_words", "oldfieldtype": "Data", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "base_rounded_total", @@ -944,16 +775,12 @@ "oldfieldtype": "Currency", "options": "Company:company:default_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break4", "fieldtype": "Column Break", - "oldfieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "oldfieldtype": "Column Break" }, { "fieldname": "grand_total", @@ -963,9 +790,7 @@ "oldfieldname": "grand_total_import", "oldfieldtype": "Currency", "options": "currency", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "rounding_adjustment", @@ -974,37 +799,30 @@ "no_copy": 1, "options": "currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "rounded_total", "fieldtype": "Currency", "label": "Rounded Total", "options": "currency", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "default": "0", "fieldname": "disable_rounded_total", "fieldtype": "Check", - "label": "Disable Rounded Total", - "show_days": 1, - "show_seconds": 1 + "label": "Disable Rounded Total" }, { "fieldname": "in_words", "fieldtype": "Data", "label": "In Words", + "length": 240, "oldfieldname": "in_words_import", "oldfieldtype": "Data", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "advance_paid", @@ -1013,25 +831,19 @@ "no_copy": 1, "options": "party_account_currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, "fieldname": "payment_schedule_section", "fieldtype": "Section Break", - "label": "Payment Terms", - "show_days": 1, - "show_seconds": 1 + "label": "Payment Terms" }, { "fieldname": "payment_terms_template", "fieldtype": "Link", "label": "Payment Terms Template", - "options": "Payment Terms Template", - "show_days": 1, - "show_seconds": 1 + "options": "Payment Terms Template" }, { "fieldname": "payment_schedule", @@ -1039,9 +851,7 @@ "label": "Payment Schedule", "no_copy": 1, "options": "Payment Schedule", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, @@ -1050,9 +860,7 @@ "fieldtype": "Section Break", "label": "Terms and Conditions", "oldfieldtype": "Section Break", - "options": "fa fa-legal", - "show_days": 1, - "show_seconds": 1 + "options": "fa fa-legal" }, { "fieldname": "tc_name", @@ -1061,27 +869,21 @@ "oldfieldname": "tc_name", "oldfieldtype": "Link", "options": "Terms and Conditions", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "terms", "fieldtype": "Text Editor", "label": "Terms and Conditions", "oldfieldname": "terms", - "oldfieldtype": "Text Editor", - "show_days": 1, - "show_seconds": 1 + "oldfieldtype": "Text Editor" }, { "collapsible": 1, "fieldname": "more_info", "fieldtype": "Section Break", "label": "More Information", - "oldfieldtype": "Section Break", - "show_days": 1, - "show_seconds": 1 + "oldfieldtype": "Section Break" }, { "default": "Draft", @@ -1096,9 +898,7 @@ "print_hide": 1, "read_only": 1, "reqd": 1, - "search_index": 1, - "show_days": 1, - "show_seconds": 1 + "search_index": 1 }, { "fieldname": "ref_sq", @@ -1109,9 +909,7 @@ "oldfieldname": "ref_sq", "oldfieldtype": "Data", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "party_account_currency", @@ -1121,24 +919,18 @@ "no_copy": 1, "options": "Currency", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "inter_company_order_reference", "fieldtype": "Link", "label": "Inter Company Order Reference", "options": "Sales Order", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "fieldname": "column_break_74", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "depends_on": "eval:!doc.__islocal", @@ -1148,9 +940,7 @@ "label": "% Received", "no_copy": 1, "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "depends_on": "eval:!doc.__islocal", @@ -1160,9 +950,7 @@ "label": "% Billed", "no_copy": 1, "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "collapsible": 1, @@ -1172,8 +960,6 @@ "oldfieldtype": "Column Break", "print_hide": 1, "print_width": "50%", - "show_days": 1, - "show_seconds": 1, "width": "50%" }, { @@ -1184,9 +970,7 @@ "oldfieldname": "letter_head", "oldfieldtype": "Select", "options": "Letter Head", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "allow_on_submit": 1, @@ -1198,15 +982,11 @@ "oldfieldtype": "Link", "options": "Print Heading", "print_hide": 1, - "report_hide": 1, - "show_days": 1, - "show_seconds": 1 + "report_hide": 1 }, { "fieldname": "column_break_86", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "allow_on_submit": 1, @@ -1214,25 +994,19 @@ "fieldname": "group_same_items", "fieldtype": "Check", "label": "Group same items", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "language", "fieldtype": "Data", "label": "Print Language", - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "collapsible": 1, "fieldname": "subscription_section", "fieldtype": "Section Break", - "label": "Subscription Section", - "show_days": 1, - "show_seconds": 1 + "label": "Subscription Section" }, { "allow_on_submit": 1, @@ -1240,9 +1014,7 @@ "fieldtype": "Date", "label": "From Date", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "allow_on_submit": 1, @@ -1250,15 +1022,11 @@ "fieldtype": "Date", "label": "To Date", "no_copy": 1, - "print_hide": 1, - "show_days": 1, - "show_seconds": 1 + "print_hide": 1 }, { "fieldname": "column_break_97", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "auto_repeat", @@ -1267,72 +1035,56 @@ "no_copy": 1, "options": "Auto Repeat", "print_hide": 1, - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 }, { "allow_on_submit": 1, "depends_on": "eval: doc.auto_repeat", "fieldname": "update_auto_repeat_reference", "fieldtype": "Button", - "label": "Update Auto Repeat Reference", - "show_days": 1, - "show_seconds": 1 + "label": "Update Auto Repeat Reference" }, { "fieldname": "tax_category", "fieldtype": "Link", "label": "Tax Category", - "options": "Tax Category", - "show_days": 1, - "show_seconds": 1 + "options": "Tax Category" }, { "depends_on": "supplied_items", "fieldname": "set_reserve_warehouse", "fieldtype": "Link", "label": "Set Reserve Warehouse", - "options": "Warehouse", - "show_days": 1, - "show_seconds": 1 + "options": "Warehouse" }, { "collapsible": 1, "fieldname": "tracking_section", "fieldtype": "Section Break", - "label": "Tracking", - "show_days": 1, - "show_seconds": 1 + "label": "Tracking" }, { "fieldname": "column_break_75", - "fieldtype": "Column Break", - "show_days": 1, - "show_seconds": 1 + "fieldtype": "Column Break" }, { "fieldname": "billing_address", "fieldtype": "Link", "label": "Select Billing Address", - "options": "Address", - "show_days": 1, - "show_seconds": 1 + "options": "Address" }, { "fieldname": "billing_address_display", "fieldtype": "Small Text", "label": "Billing Address", - "read_only": 1, - "show_days": 1, - "show_seconds": 1 + "read_only": 1 } ], "icon": "fa fa-file-text", "idx": 105, "is_submittable": 1, "links": [], - "modified": "2020-06-13 22:25:47.333850", + "modified": "2020-07-31 14:13:44.610190", "modified_by": "Administrator", "module": "Buying", "name": "Purchase Order", @@ -1376,12 +1128,6 @@ "read": 1, "role": "Purchase Manager", "write": 1 - }, - { - "email": 1, - "print": 1, - "read": 1, - "role": "Accounts User" } ], "search_fields": "status, transaction_date, supplier,grand_total", @@ -1389,5 +1135,5 @@ "sort_field": "modified", "sort_order": "DESC", "timeline_field": "supplier", - "title_field": "title" + "title_field": "supplier" } \ No newline at end of file diff --git a/erpnext/buying/doctype/request_for_quotation/request_for_quotation.py b/erpnext/buying/doctype/request_for_quotation/request_for_quotation.py index 4b852300e5..b54a585b97 100644 --- a/erpnext/buying/doctype/request_for_quotation/request_for_quotation.py +++ b/erpnext/buying/doctype/request_for_quotation/request_for_quotation.py @@ -207,6 +207,7 @@ def get_list_context(context=None): return list_context @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def get_supplier_contacts(doctype, txt, searchfield, start, page_len, filters): return frappe.db.sql("""select `tabContact`.name from `tabContact`, `tabDynamic Link` where `tabDynamic Link`.link_doctype = 'Supplier' and (`tabDynamic Link`.link_name=%(name)s diff --git a/erpnext/buying/doctype/supplier/supplier.json b/erpnext/buying/doctype/supplier/supplier.json index 4606395ebe..40362b1d40 100644 --- a/erpnext/buying/doctype/supplier/supplier.json +++ b/erpnext/buying/doctype/supplier/supplier.json @@ -97,7 +97,7 @@ { "fieldname": "default_bank_account", "fieldtype": "Link", - "label": "Default Bank Account", + "label": "Default Company Bank Account", "options": "Bank Account" }, { @@ -384,7 +384,7 @@ "idx": 370, "image_field": "image", "links": [], - "modified": "2020-03-17 09:48:30.578242", + "modified": "2020-06-17 23:18:20", "modified_by": "Administrator", "module": "Buying", "name": "Supplier", diff --git a/erpnext/buying/doctype/supplier_quotation/supplier_quotation.json b/erpnext/buying/doctype/supplier_quotation/supplier_quotation.json index 7db1516ce1..660dcff34b 100644 --- a/erpnext/buying/doctype/supplier_quotation/supplier_quotation.json +++ b/erpnext/buying/doctype/supplier_quotation/supplier_quotation.json @@ -593,6 +593,7 @@ "fieldname": "base_in_words", "fieldtype": "Data", "label": "In Words (Company Currency)", + "length": 240, "oldfieldname": "in_words", "oldfieldtype": "Data", "print_hide": 1, @@ -642,6 +643,7 @@ "fieldname": "in_words", "fieldtype": "Data", "label": "In Words", + "length": 240, "oldfieldname": "in_words_import", "oldfieldtype": "Data", "print_hide": 1, @@ -803,7 +805,7 @@ "idx": 29, "is_submittable": 1, "links": [], - "modified": "2020-05-15 21:24:12.639482", + "modified": "2020-07-18 05:10:45.556792", "modified_by": "Administrator", "module": "Buying", "name": "Supplier Quotation", diff --git a/erpnext/buying/number_card/active_suppliers/active_suppliers.json b/erpnext/buying/number_card/active_suppliers/active_suppliers.json new file mode 100644 index 0000000000..91d5b13b06 --- /dev/null +++ b/erpnext/buying/number_card/active_suppliers/active_suppliers.json @@ -0,0 +1,20 @@ +{ + "creation": "2020-07-20 21:01:02.499689", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Supplier", + "filters_json": "[[\"Supplier\",\"disabled\",\"=\",\"0\"]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Active Suppliers", + "modified": "2020-07-22 12:48:23.295193", + "modified_by": "Administrator", + "module": "Buying", + "name": "Active Suppliers", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/buying/number_card/annual_purchase/annual_purchase.json b/erpnext/buying/number_card/annual_purchase/annual_purchase.json new file mode 100644 index 0000000000..79f1b65388 --- /dev/null +++ b/erpnext/buying/number_card/annual_purchase/annual_purchase.json @@ -0,0 +1,22 @@ +{ + "aggregate_function_based_on": "base_net_total", + "creation": "2020-07-20 21:01:02.367127", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Purchase Order", + "dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Purchase Order\",\"transaction_date\",\"Timespan\",\"this year\",false],[\"Purchase Order\",\"status\",\"not in\",[\"Draft\",\"Cancelled\",\"Closed\",null],false],[\"Purchase Order\",\"docstatus\",\"=\",\"1\",false]]", + "function": "Sum", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Annual Purchase", + "modified": "2020-07-22 21:21:58.755188", + "modified_by": "Administrator", + "module": "Buying", + "name": "Annual Purchase", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Monthly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/buying/number_card/purchase_orders_to_bill/purchase_orders_to_bill.json b/erpnext/buying/number_card/purchase_orders_to_bill/purchase_orders_to_bill.json new file mode 100644 index 0000000000..44a0456390 --- /dev/null +++ b/erpnext/buying/number_card/purchase_orders_to_bill/purchase_orders_to_bill.json @@ -0,0 +1,21 @@ +{ + "creation": "2020-07-20 21:01:02.468514", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Purchase Order", + "dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Purchase Order\",\"status\",\"in\",[\"To Receive and Bill\",\"To Bill\",null],false],[\"Purchase Order\",\"docstatus\",\"=\",1,false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Purchase Orders to Bill", + "modified": "2020-07-22 12:48:10.300711", + "modified_by": "Administrator", + "module": "Buying", + "name": "Purchase Orders to Bill", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Weekly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/buying/number_card/purchase_orders_to_receive/purchase_orders_to_receive.json b/erpnext/buying/number_card/purchase_orders_to_receive/purchase_orders_to_receive.json new file mode 100644 index 0000000000..442dab4b0c --- /dev/null +++ b/erpnext/buying/number_card/purchase_orders_to_receive/purchase_orders_to_receive.json @@ -0,0 +1,21 @@ +{ + "creation": "2020-07-20 21:01:02.438012", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Purchase Order", + "dynamic_filters_json": "[[\"Purchase Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Purchase Order\",\"status\",\"in\",[\"To Receive and Bill\",\"To Receive\",null],false],[\"Purchase Order\",\"docstatus\",\"=\",1,false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Purchase Orders to Receive", + "modified": "2020-07-22 12:47:47.460080", + "modified_by": "Administrator", + "module": "Buying", + "name": "Purchase Orders to Receive", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Weekly", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js index a76ffeec2e..518d665e7e 100644 --- a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js +++ b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js @@ -12,7 +12,22 @@ frappe.query_reports["Quoted Item Comparison"] = { "reqd": 1 }, { - reqd: 1, + "fieldname":"from_date", + "label": __("From Date"), + "fieldtype": "Date", + "width": "80", + "reqd": 1, + "default": frappe.datetime.add_months(frappe.datetime.get_today(), -1), + }, + { + "fieldname":"to_date", + "label": __("To Date"), + "fieldtype": "Date", + "width": "80", + "reqd": 1, + "default": frappe.datetime.get_today() + }, + { default: "", options: "Item", label: __("Item"), @@ -45,13 +60,12 @@ frappe.query_reports["Quoted Item Comparison"] = { } }, { - fieldtype: "Link", + fieldtype: "MultiSelectList", label: __("Supplier Quotation"), - options: "Supplier Quotation", fieldname: "supplier_quotation", default: "", - get_query: () => { - return { filters: { "docstatus": ["<", 2] } } + get_data: function(txt) { + return frappe.db.get_link_options('Supplier Quotation', txt, {'docstatus': ["<", 2]}); } }, { @@ -63,9 +77,30 @@ frappe.query_reports["Quoted Item Comparison"] = { get_query: () => { return { filters: { "docstatus": ["<", 2] } } } + }, + { + fieldtype: "Check", + label: __("Include Expired"), + fieldname: "include_expired", + default: 0 } ], + formatter: (value, row, column, data, default_formatter) => { + value = default_formatter(value, row, column, data); + + if(column.fieldname === "valid_till" && data.valid_till){ + if(frappe.datetime.get_diff(data.valid_till, frappe.datetime.nowdate()) <= 1){ + value = `${value}
`;
+ }
+ else if (frappe.datetime.get_diff(data.valid_till, frappe.datetime.nowdate()) <= 7){
+ value = `${value}
`;
+ }
+ }
+
+ return value;
+ },
+
onload: (report) => {
// Create a button for setting the default supplier
report.page.add_inner_button(__("Select Default Supplier"), () => {
diff --git a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
index a33867a525..4426560c16 100644
--- a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
+++ b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
@@ -16,44 +16,49 @@ def execute(filters=None):
supplier_quotation_data = get_data(filters, conditions)
columns = get_columns()
- data, chart_data = prepare_data(supplier_quotation_data)
+ data, chart_data = prepare_data(supplier_quotation_data, filters)
+ message = get_message()
- return columns, data, None, chart_data
+ return columns, data, message, chart_data
def get_conditions(filters):
conditions = ""
+ if filters.get("item_code"):
+ conditions += " AND sqi.item_code = %(item_code)s"
+
if filters.get("supplier_quotation"):
- conditions += " AND sqi.parent = %(supplier_quotation)s"
+ conditions += " AND sqi.parent in %(supplier_quotation)s"
if filters.get("request_for_quotation"):
conditions += " AND sqi.request_for_quotation = %(request_for_quotation)s"
if filters.get("supplier"):
conditions += " AND sq.supplier in %(supplier)s"
+
+ if not filters.get("include_expired"):
+ conditions += " AND sq.status != 'Expired'"
+
return conditions
def get_data(filters, conditions):
- if not filters.get("item_code"):
- return []
-
supplier_quotation_data = frappe.db.sql("""SELECT
- sqi.parent, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
- sq.supplier
+ sqi.parent, sqi.item_code, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
+ sqi.lead_time_days, sq.supplier, sq.valid_till
FROM
`tabSupplier Quotation Item` sqi,
`tabSupplier Quotation` sq
WHERE
- sqi.item_code = %(item_code)s
- AND sqi.parent = sq.name
+ sqi.parent = sq.name
AND sqi.docstatus < 2
AND sq.company = %(company)s
- AND sq.status != 'Expired'
- {0}""".format(conditions), filters, as_dict=1)
+ AND sq.transaction_date between %(from_date)s and %(to_date)s
+ {0}
+ order by sq.transaction_date, sqi.item_code""".format(conditions), filters, as_dict=1)
return supplier_quotation_data
-def prepare_data(supplier_quotation_data):
- out, suppliers, qty_list = [], [], []
+def prepare_data(supplier_quotation_data, filters):
+ out, suppliers, qty_list, chart_data = [], [], [], []
supplier_wise_map = defaultdict(list)
supplier_qty_price_map = {}
@@ -70,20 +75,24 @@ def prepare_data(supplier_quotation_data):
exchange_rate = 1
row = {
+ "item_code": data.get('item_code'),
"quotation": data.get("parent"),
"qty": data.get("qty"),
"price": flt(data.get("rate") * exchange_rate, float_precision),
"uom": data.get("uom"),
"request_for_quotation": data.get("request_for_quotation"),
+ "valid_till": data.get('valid_till'),
+ "lead_time_days": data.get('lead_time_days')
}
# map for report view of form {'supplier1':[{},{},...]}
supplier_wise_map[supplier].append(row)
# map for chart preparation of the form {'supplier1': {'qty': 'price'}}
- if not supplier in supplier_qty_price_map:
- supplier_qty_price_map[supplier] = {}
- supplier_qty_price_map[supplier][row["qty"]] = row["price"]
+ if filters.get("item_code"):
+ if not supplier in supplier_qty_price_map:
+ supplier_qty_price_map[supplier] = {}
+ supplier_qty_price_map[supplier][row["qty"]] = row["price"]
suppliers.append(supplier)
qty_list.append(data.get("qty"))
@@ -97,7 +106,8 @@ def prepare_data(supplier_quotation_data):
for entry in supplier_wise_map[supplier]:
out.append(entry)
- chart_data = prepare_chart_data(suppliers, qty_list, supplier_qty_price_map)
+ if filters.get("item_code"):
+ chart_data = prepare_chart_data(suppliers, qty_list, supplier_qty_price_map)
return out, chart_data
@@ -117,9 +127,10 @@ def prepare_chart_data(suppliers, qty_list, supplier_qty_price_map):
data_points_map[qty].append(None)
dataset = []
+ currency_symbol = frappe.db.get_value("Currency", frappe.db.get_default("currency"), "symbol")
for qty in qty_list:
datapoints = {
- "name": _("Price for Qty ") + str(qty),
+ "name": currency_symbol + " (Qty " + str(qty) + " )",
"values": data_points_map[qty]
}
dataset.append(datapoints)
@@ -140,14 +151,21 @@ def get_columns():
"label": _("Supplier"),
"fieldtype": "Link",
"options": "Supplier",
+ "width": 150
+ },
+ {
+ "fieldname": "item_code",
+ "label": _("Item"),
+ "fieldtype": "Link",
+ "options": "Item",
"width": 200
},
{
- "fieldname": "quotation",
- "label": _("Supplier Quotation"),
+ "fieldname": "uom",
+ "label": _("UOM"),
"fieldtype": "Link",
- "options": "Supplier Quotation",
- "width": 200
+ "options": "UOM",
+ "width": 90
},
{
"fieldname": "qty",
@@ -163,19 +181,43 @@ def get_columns():
"width": 110
},
{
- "fieldname": "uom",
- "label": _("UOM"),
+ "fieldname": "quotation",
+ "label": _("Supplier Quotation"),
"fieldtype": "Link",
- "options": "UOM",
- "width": 90
+ "options": "Supplier Quotation",
+ "width": 200
+ },
+ {
+ "fieldname": "valid_till",
+ "label": _("Valid Till"),
+ "fieldtype": "Date",
+ "width": 100
+ },
+ {
+ "fieldname": "lead_time_days",
+ "label": _("Lead Time (Days)"),
+ "fieldtype": "Int",
+ "width": 100
},
{
"fieldname": "request_for_quotation",
"label": _("Request for Quotation"),
"fieldtype": "Link",
"options": "Request for Quotation",
- "width": 200
+ "width": 150
}
]
- return columns
\ No newline at end of file
+ return columns
+
+def get_message():
+ return """
+ Valid till :
+
+
+ Expires in a week or less
+
+
+
+ Expires today / Already Expired
+ """
\ No newline at end of file
diff --git a/erpnext/buying/report/requested_items_to_order_and_receive/__init__.py b/erpnext/buying/report/requested_items_to_order_and_receive/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/buying/report/requested_items_to_order/requested_items_to_order.js b/erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.js
similarity index 96%
rename from erpnext/buying/report/requested_items_to_order/requested_items_to_order.js
rename to erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.js
index 9555e8252a..d727584d0a 100644
--- a/erpnext/buying/report/requested_items_to_order/requested_items_to_order.js
+++ b/erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.js
@@ -2,7 +2,7 @@
// For license information, please see license.txt
/* eslint-disable */
-frappe.query_reports["Requested Items to Order"] = {
+frappe.query_reports["Requested Items to Order and Receive"] = {
"filters": [
{
"fieldname": "company",
diff --git a/erpnext/buying/report/requested_items_to_order/requested_items_to_order.json b/erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.json
similarity index 71%
rename from erpnext/buying/report/requested_items_to_order/requested_items_to_order.json
rename to erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.json
index 4a0578be4b..cb158f50e2 100644
--- a/erpnext/buying/report/requested_items_to_order/requested_items_to_order.json
+++ b/erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.json
@@ -1,21 +1,21 @@
{
"add_total_row": 1,
- "creation": "2020-05-04 20:23:57.750719",
+ "creation": "2020-07-10 14:28:21.041310",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
- "modified": "2020-05-05 13:05:51.723951",
+ "modified": "2020-07-10 14:28:21.041310",
"modified_by": "Administrator",
"module": "Buying",
- "name": "Requested Items to Order",
+ "name": "Requested Items to Order and Receive",
"owner": "Administrator",
"prepared_report": 0,
"query": "",
"ref_doctype": "Material Request",
- "report_name": "Requested Items to Order",
+ "report_name": "Requested Items to Order and Receive",
"report_type": "Script Report",
"roles": [
{
diff --git a/erpnext/buying/report/requested_items_to_order/requested_items_to_order.py b/erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.py
similarity index 81%
rename from erpnext/buying/report/requested_items_to_order/requested_items_to_order.py
rename to erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.py
index cca01b104a..faf67c9f7f 100644
--- a/erpnext/buying/report/requested_items_to_order/requested_items_to_order.py
+++ b/erpnext/buying/report/requested_items_to_order_and_receive/requested_items_to_order_and_receive.py
@@ -59,8 +59,11 @@ def get_data(filters, conditions):
sum(ifnull(mr_item.stock_qty, 0)) as qty,
ifnull(mr_item.stock_uom, '') as uom,
sum(ifnull(mr_item.ordered_qty, 0)) as ordered_qty,
- (sum(mr_item.stock_qty) - sum(ifnull(mr_item.ordered_qty, 0))) as qty_to_order,
+ sum(ifnull(mr_item.received_qty, 0)) as received_qty,
+ (sum(ifnull(mr_item.stock_qty, 0)) - sum(ifnull(mr_item.received_qty, 0))) as qty_to_receive,
+ (sum(ifnull(mr_item.stock_qty, 0)) - sum(ifnull(mr_item.ordered_qty, 0))) as qty_to_order,
mr_item.item_name as item_name,
+ mr_item.description as "description",
mr.company as company
from
`tabMaterial Request` mr, `tabMaterial Request Item` mr_item
@@ -78,7 +81,7 @@ def get_data(filters, conditions):
return data
def update_qty_columns(row_to_update, data_row):
- fields = ["qty", "ordered_qty", "qty_to_order"]
+ fields = ["qty", "ordered_qty", "received_qty", "qty_to_receive", "qty_to_order"]
for field in fields:
row_to_update[field] += flt(data_row[field])
@@ -92,7 +95,9 @@ def prepare_data(data, filters):
item_qty_map[row["item_code"]] = {
"qty" : row["qty"],
"ordered_qty" : row["ordered_qty"],
- "qty_to_order" : row["qty_to_order"]
+ "received_qty": row["received_qty"],
+ "qty_to_receive": row["qty_to_receive"],
+ "qty_to_order" : row["qty_to_order"],
}
else:
item_entry = item_qty_map[row["item_code"]]
@@ -122,7 +127,7 @@ def prepare_data(data, filters):
return data, chart_data
def prepare_chart_data(item_data):
- labels, qty_to_order, ordered_qty = [], [], []
+ labels, qty_to_order, ordered_qty, received_qty, qty_to_receive = [], [], [], [], []
if len(item_data) > 30:
item_data = dict(list(item_data.items())[:30])
@@ -132,6 +137,8 @@ def prepare_chart_data(item_data):
labels.append(row)
qty_to_order.append(mr_row["qty_to_order"])
ordered_qty.append(mr_row["ordered_qty"])
+ received_qty.append(mr_row["received_qty"])
+ qty_to_receive.append(mr_row["qty_to_receive"])
chart_data = {
"data" : {
@@ -144,6 +151,14 @@ def prepare_chart_data(item_data):
{
'name': _('Ordered Qty'),
'values': ordered_qty
+ },
+ {
+ 'name': _('Received Qty'),
+ 'values': received_qty
+ },
+ {
+ 'name': _('Qty to Receive'),
+ 'values': qty_to_receive
}
]
},
@@ -193,7 +208,13 @@ def get_columns(filters):
"width": 100
},
{
- "label": _("UOM"),
+ "label": _("Description"),
+ "fieldname": "description",
+ "fieldtype": "Data",
+ "width": 200
+ },
+ {
+ "label": _("Stock UOM"),
"fieldname": "uom",
"fieldtype": "Data",
"width": 100,
@@ -201,7 +222,7 @@ def get_columns(filters):
columns.extend([
{
- "label": _("Qty"),
+ "label": _("Stock Qty"),
"fieldname": "qty",
"fieldtype": "Float",
"width": 120,
@@ -214,6 +235,20 @@ def get_columns(filters):
"width": 120,
"convertible": "qty"
},
+ {
+ "label": _("Received Qty"),
+ "fieldname": "received_qty",
+ "fieldtype": "Float",
+ "width": 120,
+ "convertible": "qty"
+ },
+ {
+ "label": _("Qty to Receive"),
+ "fieldname": "qty_to_receive",
+ "fieldtype": "Float",
+ "width": 120,
+ "convertible": "qty"
+ },
{
"label": _("Qty to Order"),
"fieldname": "qty_to_order",
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index ead503ed09..d61e44b53d 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -325,7 +325,7 @@ class AccountsController(TransactionBase):
apply_pricing_rule_for_free_items(self, pricing_rule_args.get('free_item_data'))
elif pricing_rule_args.get("validate_applied_rule"):
- for pricing_rule in get_applied_pricing_rules(item):
+ for pricing_rule in get_applied_pricing_rules(item.get('pricing_rules')):
pricing_rule_doc = frappe.get_cached_doc("Pricing Rule", pricing_rule)
for field in ['discount_percentage', 'discount_amount', 'rate']:
if item.get(field) < pricing_rule_doc.get(field):
@@ -479,7 +479,11 @@ class AccountsController(TransactionBase):
if d.against_order:
allocated_amount = flt(d.amount)
else:
- amount = self.rounded_total or self.grand_total
+ if self.get('party_account_currency') == self.company_currency:
+ amount = self.get('base_rounded_total') or self.base_grand_total
+ else:
+ amount = self.get('rounded_total') or self.grand_total
+
allocated_amount = min(amount - advance_allocated, d.amount)
advance_allocated += flt(allocated_amount)
@@ -802,10 +806,22 @@ class AccountsController(TransactionBase):
self.payment_terms_template = ''
return
+ party_account_currency = self.get('party_account_currency')
+ if not party_account_currency:
+ party_type, party = self.get_party()
+
+ if party_type and party:
+ party_account_currency = get_party_account_currency(party_type, party, self.company)
+
posting_date = self.get("bill_date") or self.get("posting_date") or self.get("transaction_date")
date = self.get("due_date")
due_date = date or posting_date
- grand_total = self.get("rounded_total") or self.grand_total
+
+ if party_account_currency == self.company_currency:
+ grand_total = self.get("base_rounded_total") or self.base_grand_total
+ else:
+ grand_total = self.get("rounded_total") or self.grand_total
+
if self.doctype in ("Sales Invoice", "Purchase Invoice"):
grand_total = grand_total - flt(self.write_off_amount)
@@ -850,13 +866,25 @@ class AccountsController(TransactionBase):
def validate_payment_schedule_amount(self):
if self.doctype == 'Sales Invoice' and self.is_pos: return
+ party_account_currency = self.get('party_account_currency')
+ if not party_account_currency:
+ party_type, party = self.get_party()
+
+ if party_type and party:
+ party_account_currency = get_party_account_currency(party_type, party, self.company)
+
if self.get("payment_schedule"):
total = 0
for d in self.get("payment_schedule"):
total += flt(d.payment_amount)
- total = flt(total, self.precision("grand_total"))
- grand_total = flt(self.get("rounded_total") or self.grand_total, self.precision('grand_total'))
+ if party_account_currency == self.company_currency:
+ total = flt(total, self.precision("base_grand_total"))
+ grand_total = flt(self.get("base_rounded_total") or self.base_grand_total, self.precision('base_grand_total'))
+ else:
+ total = flt(total, self.precision("grand_total"))
+ grand_total = flt(self.get("rounded_total") or self.grand_total, self.precision('grand_total'))
+
if self.get("total_advance"):
grand_total -= self.get("total_advance")
@@ -957,7 +985,7 @@ def validate_inclusive_tax(tax, doc):
# all rows about the reffered 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 marked as Inclusive"))
+ frappe.throw(_("Valuation type charges can not be marked as Inclusive"))
def set_balance_in_account_currency(gl_dict, account_currency=None, conversion_rate=None, company_currency=None):
@@ -1014,6 +1042,7 @@ def get_advance_journal_entries(party_type, party, party_account, amount_field,
def get_advance_payment_entries(party_type, party, party_account, order_doctype,
order_list=None, include_unallocated=True, against_all_orders=False, limit=None):
party_account_field = "paid_from" if party_type == "Customer" else "paid_to"
+ currency_field = "paid_from_account_currency" if party_type == "Customer" else "paid_to_account_currency"
payment_type = "Receive" if party_type == "Customer" else "Pay"
payment_entries_against_order, unallocated_payment_entries = [], []
limit_cond = "limit %s" % limit if limit else ""
@@ -1030,14 +1059,15 @@ def get_advance_payment_entries(party_type, party, party_account, order_doctype,
select
"Payment Entry" as reference_type, t1.name as reference_name,
t1.remarks, t2.allocated_amount as amount, t2.name as reference_row,
- t2.reference_name as against_order, t1.posting_date
+ t2.reference_name as against_order, t1.posting_date,
+ t1.{0} as currency
from `tabPayment Entry` t1, `tabPayment Entry Reference` t2
where
- t1.name = t2.parent and t1.{0} = %s and t1.payment_type = %s
+ t1.name = t2.parent and t1.{1} = %s and t1.payment_type = %s
and t1.party_type = %s and t1.party = %s and t1.docstatus = 1
- and t2.reference_doctype = %s {1}
- order by t1.posting_date {2}
- """.format(party_account_field, reference_condition, limit_cond),
+ and t2.reference_doctype = %s {2}
+ order by t1.posting_date {3}
+ """.format(currency_field, party_account_field, reference_condition, limit_cond),
[party_account, payment_type, party_type, party,
order_doctype] + order_list, as_dict=1)
diff --git a/erpnext/controllers/buying_controller.py b/erpnext/controllers/buying_controller.py
index 89b48f07ee..ac567b7dea 100644
--- a/erpnext/controllers/buying_controller.py
+++ b/erpnext/controllers/buying_controller.py
@@ -276,6 +276,9 @@ class BuyingController(StockController):
qty_to_be_received_map = get_qty_to_be_received(purchase_orders)
for item in self.get('items'):
+ if not item.purchase_order:
+ continue
+
# reset raw_material cost
item.rm_supp_cost = 0
@@ -288,6 +291,12 @@ class BuyingController(StockController):
fg_yet_to_be_received = qty_to_be_received_map.get(item_key)
+ if not fg_yet_to_be_received:
+ frappe.throw(_("Row #{0}: Item {1} is already fully received in Purchase Order {2}")
+ .format(item.idx, frappe.bold(item.item_code),
+ frappe.utils.get_link_to_form("Purchase Order", item.purchase_order)),
+ title=_("Limit Crossed"))
+
transferred_batch_qty_map = get_transferred_batch_qty_map(item.purchase_order, item.item_code)
backflushed_batch_qty_map = get_backflushed_batch_qty_map(item.purchase_order, item.item_code)
@@ -559,9 +568,19 @@ class BuyingController(StockController):
"serial_no": cstr(d.serial_no).strip()
})
if self.is_return:
- original_incoming_rate = frappe.db.get_value("Stock Ledger Entry",
- {"voucher_type": "Purchase Receipt", "voucher_no": self.return_against,
- "item_code": d.item_code}, "incoming_rate")
+ filters = {
+ "voucher_type": self.doctype,
+ "voucher_no": self.return_against,
+ "item_code": d.item_code
+ }
+
+ if (self.doctype == "Purchase Invoice" and self.update_stock
+ and d.get("purchase_invoice_item")):
+ filters["voucher_detail_no"] = d.purchase_invoice_item
+ elif self.doctype == "Purchase Receipt" and d.get("purchase_receipt_item"):
+ filters["voucher_detail_no"] = d.purchase_receipt_item
+
+ original_incoming_rate = frappe.db.get_value("Stock Ledger Entry", filters, "incoming_rate")
sle.update({
"outgoing_rate": original_incoming_rate
diff --git a/erpnext/controllers/queries.py b/erpnext/controllers/queries.py
index 31e34987be..c88bf66411 100644
--- a/erpnext/controllers/queries.py
+++ b/erpnext/controllers/queries.py
@@ -12,6 +12,7 @@ from frappe.utils import unique
# searches for active employees
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def employee_query(doctype, txt, searchfield, start, page_len, filters):
conditions = []
fields = get_fields("Employee", ["name", "employee_name"])
@@ -42,6 +43,7 @@ def employee_query(doctype, txt, searchfield, start, page_len, filters):
# searches for leads which are not converted
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def lead_query(doctype, txt, searchfield, start, page_len, filters):
fields = get_fields("Lead", ["name", "lead_name", "company_name"])
@@ -72,6 +74,7 @@ def lead_query(doctype, txt, searchfield, start, page_len, filters):
# searches for customer
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def customer_query(doctype, txt, searchfield, start, page_len, filters):
conditions = []
cust_master_name = frappe.defaults.get_user_default("cust_master_name")
@@ -110,8 +113,10 @@ def customer_query(doctype, txt, searchfield, start, page_len, filters):
# searches for supplier
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def supplier_query(doctype, txt, searchfield, start, page_len, filters):
supp_master_name = frappe.defaults.get_user_default("supp_master_name")
+
if supp_master_name == "Supplier Name":
fields = ["name", "supplier_group"]
else:
@@ -142,32 +147,49 @@ def supplier_query(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def tax_account_query(doctype, txt, searchfield, start, page_len, filters):
company_currency = erpnext.get_company_currency(filters.get('company'))
- tax_accounts = frappe.db.sql("""select name, parent_account from tabAccount
- where tabAccount.docstatus!=2
- and account_type in (%s)
- and is_group = 0
- and company = %s
- and account_currency = %s
- and `%s` LIKE %s
- order by idx desc, name
- limit %s, %s""" %
- (", ".join(['%s']*len(filters.get("account_type"))), "%s", "%s", searchfield, "%s", "%s", "%s"),
- tuple(filters.get("account_type") + [filters.get("company"), company_currency, "%%%s%%" % txt,
- start, page_len]))
+ def get_accounts(with_account_type_filter):
+ account_type_condition = ''
+ if with_account_type_filter:
+ account_type_condition = "AND account_type in %(account_types)s"
+
+ accounts = frappe.db.sql("""
+ SELECT name, parent_account
+ FROM `tabAccount`
+ WHERE `tabAccount`.docstatus!=2
+ {account_type_condition}
+ AND is_group = 0
+ AND company = %(company)s
+ AND account_currency = %(currency)s
+ AND `{searchfield}` LIKE %(txt)s
+ ORDER BY idx DESC, name
+ LIMIT %(offset)s, %(limit)s
+ """.format(account_type_condition=account_type_condition, searchfield=searchfield),
+ dict(
+ account_types=filters.get("account_type"),
+ company=filters.get("company"),
+ currency=company_currency,
+ txt="%{}%".format(txt),
+ offset=start,
+ limit=page_len
+ )
+ )
+
+ return accounts
+
+ tax_accounts = get_accounts(True)
+
if not tax_accounts:
- tax_accounts = frappe.db.sql("""select name, parent_account from tabAccount
- where tabAccount.docstatus!=2 and is_group = 0
- and company = %s and account_currency = %s and `%s` LIKE %s limit %s, %s""" #nosec
- % ("%s", "%s", searchfield, "%s", "%s", "%s"),
- (filters.get("company"), company_currency, "%%%s%%" % txt, start, page_len))
+ tax_accounts = get_accounts(False)
return tax_accounts
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=False):
conditions = []
@@ -215,7 +237,6 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals
idx desc,
name, item_name
limit %(start)s, %(page_len)s """.format(
- key=searchfield,
columns=columns,
scond=searchfields,
fcond=get_filters_cond(doctype, filters, conditions).replace('%', '%%'),
@@ -231,6 +252,7 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def bom(doctype, txt, searchfield, start, page_len, filters):
conditions = []
fields = get_fields("BOM", ["name", "item"])
@@ -258,6 +280,7 @@ def bom(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_project_name(doctype, txt, searchfield, start, page_len, filters):
cond = ''
if filters.get('customer'):
@@ -285,6 +308,7 @@ def get_project_name(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_delivery_notes_to_be_billed(doctype, txt, searchfield, start, page_len, filters, as_dict):
fields = get_fields("Delivery Note", ["name", "customer", "posting_date"])
@@ -315,6 +339,7 @@ def get_delivery_notes_to_be_billed(doctype, txt, searchfield, start, page_len,
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
cond = ""
if filters.get("posting_date"):
@@ -373,6 +398,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_account_list(doctype, txt, searchfield, start, page_len, filters):
filter_list = []
@@ -395,8 +421,8 @@ def get_account_list(doctype, txt, searchfield, start, page_len, filters):
fields = ["name", "parent_account"],
limit_start=start, limit_page_length=page_len, as_list=True)
-
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_blanket_orders(doctype, txt, searchfield, start, page_len, filters):
return frappe.db.sql("""select distinct bo.name, bo.blanket_order_type, bo.to_date
from `tabBlanket Order` bo, `tabBlanket Order Item` boi
@@ -413,6 +439,7 @@ def get_blanket_orders(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_income_account(doctype, txt, searchfield, start, page_len, filters):
from erpnext.controllers.queries import get_match_cond
@@ -439,6 +466,7 @@ def get_income_account(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_expense_account(doctype, txt, searchfield, start, page_len, filters):
from erpnext.controllers.queries import get_match_cond
@@ -463,29 +491,24 @@ def get_expense_account(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def warehouse_query(doctype, txt, searchfield, start, page_len, filters):
# Should be used when item code is passed in filters.
conditions, bin_conditions = [], []
filter_dict = get_doctype_wise_filters(filters)
- sub_query = """ select round(`tabBin`.actual_qty, 2) from `tabBin`
- where `tabBin`.warehouse = `tabWarehouse`.name
- {bin_conditions} """.format(
- bin_conditions=get_filters_cond(doctype, filter_dict.get("Bin"),
- bin_conditions, ignore_permissions=True))
-
query = """select `tabWarehouse`.name,
- CONCAT_WS(" : ", "Actual Qty", ifnull( ({sub_query}), 0) ) as actual_qty
- from `tabWarehouse`
+ CONCAT_WS(" : ", "Actual Qty", ifnull(round(`tabBin`.actual_qty, 2), 0 )) actual_qty
+ from `tabWarehouse` left join `tabBin`
+ on `tabBin`.warehouse = `tabWarehouse`.name {bin_conditions}
where
- `tabWarehouse`.`{key}` like {txt}
+ `tabWarehouse`.`{key}` like {txt}
{fcond} {mcond}
- order by
- `tabWarehouse`.name desc
+ order by ifnull(`tabBin`.actual_qty, 0) desc
limit
{start}, {page_len}
""".format(
- sub_query=sub_query,
+ bin_conditions=get_filters_cond(doctype, filter_dict.get("Bin"),bin_conditions, ignore_permissions=True),
key=searchfield,
fcond=get_filters_cond(doctype, filter_dict.get("Warehouse"), conditions),
mcond=get_match_cond(doctype),
@@ -506,6 +529,7 @@ def get_doctype_wise_filters(filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_batch_numbers(doctype, txt, searchfield, start, page_len, filters):
query = """select batch_id from `tabBatch`
where disabled = 0
@@ -519,6 +543,7 @@ def get_batch_numbers(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def item_manufacturer_query(doctype, txt, searchfield, start, page_len, filters):
item_filters = [
['manufacturer', 'like', '%' + txt + '%'],
@@ -537,6 +562,7 @@ def item_manufacturer_query(doctype, txt, searchfield, start, page_len, filters)
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_purchase_receipts(doctype, txt, searchfield, start, page_len, filters):
query = """
select pr.name
@@ -551,6 +577,7 @@ def get_purchase_receipts(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_purchase_invoices(doctype, txt, searchfield, start, page_len, filters):
query = """
select pi.name
@@ -565,6 +592,7 @@ def get_purchase_invoices(doctype, txt, searchfield, start, page_len, filters):
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_tax_template(doctype, txt, searchfield, start, page_len, filters):
item_doc = frappe.get_cached_doc('Item', filters.get('item_code'))
@@ -579,9 +607,12 @@ def get_tax_template(doctype, txt, searchfield, start, page_len, filters):
if not taxes:
return frappe.db.sql(""" SELECT name FROM `tabItem Tax Template` """)
else:
+ valid_from = filters.get('valid_from')
+ valid_from = valid_from[1] if isinstance(valid_from, list) else valid_from
+
args = {
'item_code': filters.get('item_code'),
- 'posting_date': filters.get('valid_from'),
+ 'posting_date': valid_from,
'tax_category': filters.get('tax_category'),
'company': filters.get('company')
}
diff --git a/erpnext/controllers/sales_and_purchase_return.py b/erpnext/controllers/sales_and_purchase_return.py
index 90c67f1e52..a03dee1174 100644
--- a/erpnext/controllers/sales_and_purchase_return.py
+++ b/erpnext/controllers/sales_and_purchase_return.py
@@ -213,7 +213,7 @@ def make_return_doc(doctype, source_name, target_doc=None):
doc.return_against = source.name
doc.ignore_pricing_rule = 1
doc.set_warehouse = ""
- if doctype == "Sales Invoice":
+ if doctype == "Sales Invoice" or doctype == "POS Invoice":
doc.is_pos = source.is_pos
# look for Print Heading "Credit Note"
@@ -229,7 +229,7 @@ def make_return_doc(doctype, source_name, target_doc=None):
tax.tax_amount = -1 * tax.tax_amount
if doc.get("is_return"):
- if doc.doctype == 'Sales Invoice':
+ if doc.doctype == 'Sales Invoice' or doc.doctype == 'POS Invoice':
doc.set('payments', [])
for data in source.payments:
paid_amount = 0.00
@@ -241,8 +241,11 @@ def make_return_doc(doctype, source_name, target_doc=None):
'mode_of_payment': data.mode_of_payment,
'type': data.type,
'amount': -1 * paid_amount,
- 'base_amount': -1 * base_paid_amount
+ 'base_amount': -1 * base_paid_amount,
+ 'account': data.account
})
+ if doc.is_pos:
+ doc.paid_amount = -1 * source.paid_amount
elif doc.doctype == 'Purchase Invoice':
doc.paid_amount = -1 * source.paid_amount
doc.base_paid_amount = -1 * source.base_paid_amount
@@ -278,6 +281,8 @@ def make_return_doc(doctype, source_name, target_doc=None):
target_doc.rejected_warehouse = source_doc.rejected_warehouse
target_doc.po_detail = source_doc.po_detail
target_doc.pr_detail = source_doc.pr_detail
+ target_doc.purchase_invoice_item = source_doc.name
+
elif doctype == "Delivery Note":
target_doc.against_sales_order = source_doc.against_sales_order
target_doc.against_sales_invoice = source_doc.against_sales_invoice
@@ -287,12 +292,13 @@ def make_return_doc(doctype, source_name, target_doc=None):
target_doc.dn_detail = source_doc.name
if default_warehouse_for_sales_return:
target_doc.warehouse = default_warehouse_for_sales_return
- elif doctype == "Sales Invoice":
+ elif doctype == "Sales Invoice" or doctype == "POS Invoice":
target_doc.sales_order = source_doc.sales_order
target_doc.delivery_note = source_doc.delivery_note
target_doc.so_detail = source_doc.so_detail
target_doc.dn_detail = source_doc.dn_detail
target_doc.expense_account = source_doc.expense_account
+ target_doc.sales_invoice_item = source_doc.name
if default_warehouse_for_sales_return:
target_doc.warehouse = default_warehouse_for_sales_return
diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py
index b696ac39f6..17f3ae53e7 100644
--- a/erpnext/controllers/selling_controller.py
+++ b/erpnext/controllers/selling_controller.py
@@ -217,7 +217,9 @@ class SellingController(StockController):
'target_warehouse': p.target_warehouse,
'company': self.company,
'voucher_type': self.doctype,
- 'allow_zero_valuation': d.allow_zero_valuation_rate
+ 'allow_zero_valuation': d.allow_zero_valuation_rate,
+ 'sales_invoice_item': d.get("sales_invoice_item"),
+ 'delivery_note_item': d.get("dn_detail")
}))
else:
il.append(frappe._dict({
@@ -233,7 +235,9 @@ class SellingController(StockController):
'target_warehouse': d.target_warehouse,
'company': self.company,
'voucher_type': self.doctype,
- 'allow_zero_valuation': d.allow_zero_valuation_rate
+ 'allow_zero_valuation': d.allow_zero_valuation_rate,
+ 'sales_invoice_item': d.get("sales_invoice_item"),
+ 'delivery_note_item': d.get("dn_detail")
}))
return il
@@ -302,7 +306,11 @@ class SellingController(StockController):
d.conversion_factor = get_conversion_factor(d.item_code, d.uom).get("conversion_factor") or 1.0
return_rate = 0
if cint(self.is_return) and self.return_against and self.docstatus==1:
- return_rate = self.get_incoming_rate_for_return(d.item_code, self.return_against)
+ against_document_no = (d.get("sales_invoice_item")
+ if self.doctype == "Sales Invoice" else d.get("delivery_note_item"))
+
+ return_rate = self.get_incoming_rate_for_return(d.item_code,
+ self.return_against, against_document_no)
# On cancellation or if return entry submission, make stock ledger entry for
# target warehouse first, to update serial no values properly
diff --git a/erpnext/controllers/status_updater.py b/erpnext/controllers/status_updater.py
index b465a106f0..0dc9878afd 100644
--- a/erpnext/controllers/status_updater.py
+++ b/erpnext/controllers/status_updater.py
@@ -85,6 +85,12 @@ status_map = {
"Bank Transaction": [
["Unreconciled", "eval:self.docstatus == 1 and self.unallocated_amount>0"],
["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"]
+ ],
+ "POS Opening Entry": [
+ ["Draft", None],
+ ["Open", "eval:self.docstatus == 1 and not self.pos_closing_entry"],
+ ["Closed", "eval:self.docstatus == 1 and self.pos_closing_entry"],
+ ["Cancelled", "eval:self.docstatus == 2"],
]
}
diff --git a/erpnext/controllers/stock_controller.py b/erpnext/controllers/stock_controller.py
index e8483da544..394883d239 100644
--- a/erpnext/controllers/stock_controller.py
+++ b/erpnext/controllers/stock_controller.py
@@ -301,14 +301,19 @@ class StockController(AccountsController):
return serialized_items
- def get_incoming_rate_for_return(self, item_code, against_document):
+ def get_incoming_rate_for_return(self, item_code, against_document, against_document_no=None):
incoming_rate = 0.0
+ cond = ''
if against_document and item_code:
+ if against_document_no:
+ cond = " and voucher_detail_no = %s" %(frappe.db.escape(against_document_no))
+
incoming_rate = frappe.db.sql("""select abs(stock_value_difference / actual_qty)
from `tabStock Ledger Entry`
where voucher_type = %s and voucher_no = %s
- and item_code = %s limit 1""",
+ and item_code = %s {0} limit 1""".format(cond),
(self.doctype, against_document, item_code))
+
incoming_rate = incoming_rate[0][0] if incoming_rate else 0.0
return incoming_rate
diff --git a/erpnext/controllers/taxes_and_totals.py b/erpnext/controllers/taxes_and_totals.py
index a9eb9963bf..92cfdb7f1a 100644
--- a/erpnext/controllers/taxes_and_totals.py
+++ b/erpnext/controllers/taxes_and_totals.py
@@ -9,6 +9,7 @@ from frappe.utils import cint, flt, round_based_on_smallest_currency_fraction
from erpnext.controllers.accounts_controller import validate_conversion_rate, \
validate_taxes_and_charges, validate_inclusive_tax
from erpnext.stock.get_item_details import _get_item_tax_template
+from erpnext.accounts.doctype.pricing_rule.utils import get_applied_pricing_rules
class calculate_taxes_and_totals(object):
def __init__(self, doc):
@@ -161,8 +162,9 @@ class calculate_taxes_and_totals(object):
for item in self.doc.get("items"):
item_tax_map = self._load_item_tax_rate(item.item_tax_rate)
cumulated_tax_fraction = 0
+ total_inclusive_tax_amount_per_qty = 0
for i, tax in enumerate(self.doc.get("taxes")):
- tax.tax_fraction_for_current_item = self.get_current_tax_fraction(tax, item_tax_map)
+ tax.tax_fraction_for_current_item, inclusive_tax_amount_per_qty = self.get_current_tax_fraction(tax, item_tax_map)
if i==0:
tax.grand_total_fraction_for_current_item = 1 + tax.tax_fraction_for_current_item
@@ -172,9 +174,12 @@ class calculate_taxes_and_totals(object):
+ tax.tax_fraction_for_current_item
cumulated_tax_fraction += tax.tax_fraction_for_current_item
+ total_inclusive_tax_amount_per_qty += inclusive_tax_amount_per_qty * flt(item.qty)
- if cumulated_tax_fraction and not self.discount_amount_applied and item.qty:
- item.net_amount = flt(item.amount / (1 + cumulated_tax_fraction))
+ if not self.discount_amount_applied and item.qty and (cumulated_tax_fraction or total_inclusive_tax_amount_per_qty):
+ amount = flt(item.amount) - total_inclusive_tax_amount_per_qty
+
+ item.net_amount = flt(amount / (1 + cumulated_tax_fraction))
item.net_rate = flt(item.net_amount / item.qty, item.precision("net_rate"))
item.discount_percentage = flt(item.discount_percentage,
item.precision("discount_percentage"))
@@ -190,6 +195,7 @@ class calculate_taxes_and_totals(object):
from tax inclusive amount
"""
current_tax_fraction = 0
+ inclusive_tax_amount_per_qty = 0
if cint(tax.included_in_print_rate):
tax_rate = self._get_tax_rate(tax, item_tax_map)
@@ -205,9 +211,14 @@ class calculate_taxes_and_totals(object):
current_tax_fraction = (tax_rate / 100.0) * \
self.doc.get("taxes")[cint(tax.row_id) - 1].grand_total_fraction_for_current_item
- if getattr(tax, "add_deduct_tax", None):
- current_tax_fraction *= -1.0 if (tax.add_deduct_tax == "Deduct") else 1.0
- return current_tax_fraction
+ elif tax.charge_type == "On Item Quantity":
+ inclusive_tax_amount_per_qty = flt(tax_rate)
+
+ if getattr(tax, "add_deduct_tax", None) and tax.add_deduct_tax == "Deduct":
+ current_tax_fraction *= -1.0
+ inclusive_tax_amount_per_qty *= -1.0
+
+ return current_tax_fraction, inclusive_tax_amount_per_qty
def _get_tax_rate(self, tax, item_tax_map):
if tax.account_head in item_tax_map:
@@ -321,7 +332,7 @@ class calculate_taxes_and_totals(object):
current_tax_amount = (tax_rate / 100.0) * \
self.doc.get("taxes")[cint(tax.row_id) - 1].grand_total_for_current_item
elif tax.charge_type == "On Item Quantity":
- current_tax_amount = tax_rate * item.stock_qty
+ current_tax_amount = tax_rate * item.qty
self.set_item_wise_tax(item, tax, tax_rate, current_tax_amount)
@@ -370,7 +381,7 @@ class calculate_taxes_and_totals(object):
self._set_in_company_currency(self.doc, ["total_taxes_and_charges", "rounding_adjustment"])
- if self.doc.doctype in ["Quotation", "Sales Order", "Delivery Note", "Sales Invoice"]:
+ if self.doc.doctype in ["Quotation", "Sales Order", "Delivery Note", "Sales Invoice", "POS Invoice"]:
self.doc.base_grand_total = flt(self.doc.grand_total * self.doc.conversion_rate, self.doc.precision("base_grand_total")) \
if self.doc.total_taxes_and_charges else self.doc.base_net_total
else:
@@ -472,7 +483,7 @@ class calculate_taxes_and_totals(object):
actual_taxes_dict = {}
for tax in self.doc.get("taxes"):
- if tax.charge_type == "Actual":
+ if tax.charge_type in ["Actual", "On Item Quantity"]:
tax_amount = self.get_tax_amount_if_for_valuation_or_deduction(tax.tax_amount, tax)
actual_taxes_dict.setdefault(tax.idx, tax_amount)
elif tax.row_id in actual_taxes_dict:
@@ -597,7 +608,7 @@ class calculate_taxes_and_totals(object):
base_rate_with_margin = 0.0
if item.price_list_rate:
if item.pricing_rules and not self.doc.ignore_pricing_rule:
- for d in item.pricing_rules.split(','):
+ for d in get_applied_pricing_rules(item.pricing_rules):
pricing_rule = frappe.get_cached_doc('Pricing Rule', d)
if (pricing_rule.margin_type == 'Amount' and pricing_rule.currency == self.doc.currency)\
@@ -619,17 +630,14 @@ class calculate_taxes_and_totals(object):
self.doc.other_charges_calculation = get_itemised_tax_breakup_html(self.doc)
def update_paid_amount_for_return(self, total_amount_to_pay):
- default_mode_of_payment = frappe.db.get_value('Sales Invoice Payment',
- {'parent': self.doc.pos_profile, 'default': 1},
- ['mode_of_payment', 'type', 'account'], as_dict=1)
+ default_mode_of_payment = frappe.db.get_value('POS Payment Method',
+ {'parent': self.doc.pos_profile, 'default': 1}, ['mode_of_payment'], as_dict=1)
self.doc.payments = []
if default_mode_of_payment:
self.doc.append('payments', {
'mode_of_payment': default_mode_of_payment.mode_of_payment,
- 'type': default_mode_of_payment.type,
- 'account': default_mode_of_payment.account,
'amount': total_amount_to_pay
})
else:
diff --git a/erpnext/crm/crm_dashboard/crm/crm.json b/erpnext/crm/crm_dashboard/crm/crm.json
new file mode 100644
index 0000000000..69c2c8a351
--- /dev/null
+++ b/erpnext/crm/crm_dashboard/crm/crm.json
@@ -0,0 +1,58 @@
+{
+ "cards": [
+ {
+ "card": "New Lead (Last 1 Month)"
+ },
+ {
+ "card": "New Opportunity (Last 1 Month)"
+ },
+ {
+ "card": "Won Opportunity (Last 1 Month)"
+ },
+ {
+ "card": "Open Opportunity"
+ }
+ ],
+ "charts": [
+ {
+ "chart": "Incoming Leads",
+ "width": "Full"
+ },
+ {
+ "chart": "Opportunity Trends",
+ "width": "Full"
+ },
+ {
+ "chart": "Won Opportunities",
+ "width": "Full"
+ },
+ {
+ "chart": "Territory Wise Opportunity Count",
+ "width": "Half"
+ },
+ {
+ "chart": "Opportunities via Campaigns",
+ "width": "Half"
+ },
+ {
+ "chart": "Territory Wise Sales",
+ "width": "Full"
+ },
+ {
+ "chart": "Lead Source",
+ "width": "Half"
+ }
+ ],
+ "creation": "2020-07-20 20:17:15.985657",
+ "dashboard_name": "CRM",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2020-07-21 18:56:47.230053",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "CRM",
+ "owner": "Administrator"
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/incoming_leads/incoming_leads.json b/erpnext/crm/dashboard_chart/incoming_leads/incoming_leads.json
new file mode 100644
index 0000000000..82398ebd99
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/incoming_leads/incoming_leads.json
@@ -0,0 +1,28 @@
+{
+ "based_on": "creation",
+ "chart_name": "Incoming Leads",
+ "chart_type": "Count",
+ "creation": "2020-07-20 20:17:15.639164",
+ "custom_options": "{\"type\": \"line\", \"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"tooltipOptions\": {}, \"lineOptions\": {\"regionFill\": 1}}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Lead",
+ "dynamic_filters_json": "[[\"Lead\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:49:19.896501",
+ "modified": "2020-07-22 16:06:34.941729",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Incoming Leads",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Weekly",
+ "timeseries": 1,
+ "timespan": "Last Quarter",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/lead_source/lead_source.json b/erpnext/crm/dashboard_chart/lead_source/lead_source.json
new file mode 100644
index 0000000000..f25fea5751
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/lead_source/lead_source.json
@@ -0,0 +1,27 @@
+{
+ "chart_name": "Lead Source",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.842106",
+ "custom_options": "{\"truncateLegends\": 1, \"maxSlices\": 8}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Lead",
+ "dynamic_filters_json": "[[\"Lead\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "group_by_based_on": "source",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 16:11:14.170636",
+ "modified": "2020-07-22 16:13:38.696710",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Lead Source",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Donut",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/opportunities_via_campaigns/opportunities_via_campaigns.json b/erpnext/crm/dashboard_chart/opportunities_via_campaigns/opportunities_via_campaigns.json
new file mode 100644
index 0000000000..4adda9a1c5
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/opportunities_via_campaigns/opportunities_via_campaigns.json
@@ -0,0 +1,27 @@
+{
+ "chart_name": "Opportunities via Campaigns",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.705402",
+ "custom_options": "{\"truncateLegends\": 1, \"maxSlices\": 8}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "group_by_based_on": "campaign",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.572011",
+ "modified": "2020-07-22 16:10:02.497726",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunities via Campaigns",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/opportunity_trends/opportunity_trends.json b/erpnext/crm/dashboard_chart/opportunity_trends/opportunity_trends.json
new file mode 100644
index 0000000000..08e26cd3e3
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/opportunity_trends/opportunity_trends.json
@@ -0,0 +1,28 @@
+{
+ "based_on": "creation",
+ "chart_name": "Opportunity Trends",
+ "chart_type": "Count",
+ "creation": "2020-07-20 20:17:15.672124",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.590967",
+ "modified": "2020-07-22 16:08:33.100532",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunity Trends",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Weekly",
+ "timeseries": 1,
+ "timespan": "Last Quarter",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/territory_wise_opportunity_count/territory_wise_opportunity_count.json b/erpnext/crm/dashboard_chart/territory_wise_opportunity_count/territory_wise_opportunity_count.json
new file mode 100644
index 0000000000..8b15ec93e2
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/territory_wise_opportunity_count/territory_wise_opportunity_count.json
@@ -0,0 +1,27 @@
+{
+ "chart_name": "Territory Wise Opportunity Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.774176",
+ "custom_options": "{\"truncateLegends\": 1, \"maxSlices\": 8}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[]",
+ "group_by_based_on": "territory",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.134026",
+ "modified": "2020-07-22 16:09:42.921547",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Territory Wise Opportunity Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Donut",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/territory_wise_sales/territory_wise_sales.json b/erpnext/crm/dashboard_chart/territory_wise_sales/territory_wise_sales.json
new file mode 100644
index 0000000000..fe142b4344
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/territory_wise_sales/territory_wise_sales.json
@@ -0,0 +1,28 @@
+{
+ "aggregate_function_based_on": "opportunity_amount",
+ "chart_name": "Territory Wise Sales",
+ "chart_type": "Group By",
+ "creation": "2020-07-20 20:17:15.809008",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"status\",\"=\",\"Converted\",false]]",
+ "group_by_based_on": "territory",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.501313",
+ "modified": "2020-07-22 16:10:28.308110",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Territory Wise Sales",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "timeseries": 0,
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_chart/won_opportunities/won_opportunities.json b/erpnext/crm/dashboard_chart/won_opportunities/won_opportunities.json
new file mode 100644
index 0000000000..2b5576b3a4
--- /dev/null
+++ b/erpnext/crm/dashboard_chart/won_opportunities/won_opportunities.json
@@ -0,0 +1,27 @@
+{
+ "based_on": "modified",
+ "chart_name": "Won Opportunities",
+ "chart_type": "Count",
+ "creation": "2020-07-20 20:17:15.738889",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"status\",\"=\",\"Converted\",false]]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 15:45:32.575964",
+ "modified": "2020-07-22 16:09:14.265231",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Won Opportunities",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/crm/dashboard_fixtures.py b/erpnext/crm/dashboard_fixtures.py
deleted file mode 100644
index 901c0581f4..0000000000
--- a/erpnext/crm/dashboard_fixtures.py
+++ /dev/null
@@ -1,221 +0,0 @@
-# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-
-import frappe, erpnext, json
-from frappe import _
-
-def get_data():
- return frappe._dict({
- "dashboards": get_dashboards(),
- "charts": get_charts(),
- "number_cards": get_number_cards()
- })
-
-def get_dashboards():
- return [{
- "doctype": "Dashboard",
- "name": "CRM",
- "dashboard_name": "CRM",
- "charts": [
- { "chart": "Incoming Leads", "width": "Full" },
- { "chart": "Opportunity Trends", "width": "Full"},
- { "chart": "Won Opportunities", "width": "Full" },
- { "chart": "Territory Wise Opportunity Count", "width": "Half"},
- { "chart": "Opportunities via Campaigns", "width": "Half" },
- { "chart": "Territory Wise Sales", "width": "Full"},
- { "chart": "Lead Source", "width": "Half"}
- ],
- "cards": [
- { "card": "New Lead (Last 1 Month)" },
- { "card": "New Opportunity (Last 1 Month)" },
- { "card": "Won Opportunity (Last 1 Month)" },
- { "card": "Open Opportunity"},
- ]
- }]
-
-def get_company_for_dashboards():
- company = frappe.defaults.get_defaults().company
- if company:
- return company
- else:
- company_list = frappe.get_list("Company")
- if company_list:
- return company_list[0].name
- return None
-
-def get_charts():
- company = get_company_for_dashboards()
-
- return [{
- "name": "Incoming Leads",
- "doctype": "Dashboard Chart",
- "time_interval": "Yearly",
- "chart_type": "Count",
- "chart_name": _("Incoming Leads"),
- "timespan": "Last Quarter",
- "time_interval": "Weekly",
- "document_type": "Lead",
- "based_on": "creation",
- 'is_public': 1,
- 'timeseries': 1,
- "owner": "Administrator",
- "filters_json": json.dumps([]),
- "type": "Bar"
- },
- {
- "name": "Opportunity Trends",
- "doctype": "Dashboard Chart",
- "time_interval": "Yearly",
- "chart_type": "Count",
- "chart_name": _("Opportunity Trends"),
- "timespan": "Last Quarter",
- "time_interval": "Weekly",
- "document_type": "Opportunity",
- "based_on": "creation",
- 'is_public': 1,
- 'timeseries': 1,
- "owner": "Administrator",
- "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
- "type": "Bar"
- },
- {
- "name": "Opportunities via Campaigns",
- "chart_name": _("Opportunities via Campaigns"),
- "doctype": "Dashboard Chart",
- "chart_type": "Group By",
- "group_by_type": "Count",
- "group_by_based_on": "campaign",
- "document_type": "Opportunity",
- 'is_public': 1,
- 'timeseries': 1,
- "owner": "Administrator",
- "filters_json": json.dumps([["Opportunity", "company", "=", company, False]]),
- "type": "Pie",
- "custom_options": json.dumps({
- "truncateLegends": 1,
- "maxSlices": 8
- })
- },
- {
- "name": "Won Opportunities",
- "doctype": "Dashboard Chart",
- "time_interval": "Yearly",
- "chart_type": "Count",
- "chart_name": _("Won Opportunities"),
- "timespan": "Last Year",
- "time_interval": "Monthly",
- "document_type": "Opportunity",
- "based_on": "modified",
- 'is_public': 1,
- 'timeseries': 1,
- "owner": "Administrator",
- "filters_json": json.dumps([
- ["Opportunity", "company", "=", company, False],
- ["Opportunity", "status", "=", "Converted", False]]),
- "type": "Bar"
- },
- {
- "name": "Territory Wise Opportunity Count",
- "doctype": "Dashboard Chart",
- "chart_type": "Group By",
- "group_by_type": "Count",
- "group_by_based_on": "territory",
- "chart_name": _("Territory Wise Opportunity Count"),
- "document_type": "Opportunity",
- 'is_public': 1,
- "filters_json": json.dumps([
- ["Opportunity", "company", "=", company, False]
- ]),
- "owner": "Administrator",
- "type": "Donut",
- "custom_options": json.dumps({
- "truncateLegends": 1,
- "maxSlices": 8
- })
- },
- {
- "name": "Territory Wise Sales",
- "doctype": "Dashboard Chart",
- "chart_type": "Group By",
- "group_by_type": "Sum",
- "group_by_based_on": "territory",
- "chart_name": _("Territory Wise Sales"),
- "aggregate_function_based_on": "opportunity_amount",
- "document_type": "Opportunity",
- 'is_public': 1,
- "owner": "Administrator",
- "filters_json": json.dumps([
- ["Opportunity", "company", "=", company, False],
- ["Opportunity", "status", "=", "Converted", False]
- ]),
- "type": "Bar"
- },
- {
- "name": "Lead Source",
- "doctype": "Dashboard Chart",
- "chart_type": "Group By",
- "group_by_type": "Count",
- "group_by_based_on": "source",
- "chart_name": _("Lead Source"),
- "document_type": "Lead",
- 'is_public': 1,
- "owner": "Administrator",
- "type": "Pie",
- "custom_options": json.dumps({
- "truncateLegends": 1,
- "maxSlices": 8
- })
- }]
-
-def get_number_cards():
- return [{
- "doctype": "Number Card",
- "document_type": "Lead",
- "name": "New Lead (Last 1 Month)",
- "filters_json": json.dumps([
- ["Lead", "creation", "Timespan", "last month"]
- ]),
- "function": "Count",
- "is_public": 1,
- "label": _("New Lead (Last 1 Month)"),
- "show_percentage_stats": 1,
- "stats_time_interval": "Daily"
- },
- {
- "doctype": "Number Card",
- "document_type": "Opportunity",
- "name": "New Opportunity (Last 1 Month)",
- "filters_json": json.dumps([
- ["Opportunity", "creation", "Timespan", "last month"]
- ]),
- "function": "Count",
- "is_public": 1,
- "label": _("New Opportunity (Last 1 Month)"),
- "show_percentage_stats": 1,
- "stats_time_interval": "Daily"
- },
- {
- "doctype": "Number Card",
- "document_type": "Opportunity",
- "name": "Won Opportunity (Last 1 Month)",
- "filters_json": json.dumps([
- ["Opportunity", "status", "=", "Converted",False],
- ["Opportunity", "creation", "Timespan", "last month"]
- ]),
- "function": "Count",
- "is_public": 1,
- "label": _("Won Opportunity (Last 1 Month)"),
- "show_percentage_stats": 1,
- "stats_time_interval": "Daily"
- },
- {
- "doctype": "Number Card",
- "document_type": "Opportunity",
- "name": "Open Opportunity",
- "filters_json": json.dumps([["Opportunity","status","=","Open",False]]),
- "function": "Count",
- "is_public": 1,
- "label": _("Open Opportunity"),
- "show_percentage_stats": 1,
- "stats_time_interval": "Daily"
- }]
\ No newline at end of file
diff --git a/erpnext/crm/doctype/email_campaign/email_campaign.json b/erpnext/crm/doctype/email_campaign/email_campaign.json
index 736a9d6173..0340364bd5 100644
--- a/erpnext/crm/doctype/email_campaign/email_campaign.json
+++ b/erpnext/crm/doctype/email_campaign/email_campaign.json
@@ -1,4 +1,5 @@
{
+ "actions": [],
"autoname": "format:MAIL-CAMP-{YYYY}-{#####}",
"creation": "2019-06-30 16:05:30.015615",
"doctype": "DocType",
@@ -52,7 +53,7 @@
"fieldtype": "Select",
"in_list_view": 1,
"label": "Email Campaign For ",
- "options": "\nLead\nContact",
+ "options": "\nLead\nContact\nEmail Group",
"reqd": 1
},
{
@@ -70,7 +71,8 @@
"options": "User"
}
],
- "modified": "2019-11-11 17:18:47.342839",
+ "links": [],
+ "modified": "2020-07-15 12:43:25.548682",
"modified_by": "Administrator",
"module": "CRM",
"name": "Email Campaign",
diff --git a/erpnext/crm/doctype/email_campaign/email_campaign.py b/erpnext/crm/doctype/email_campaign/email_campaign.py
index 8f60ecf621..71c93e8d39 100644
--- a/erpnext/crm/doctype/email_campaign/email_campaign.py
+++ b/erpnext/crm/doctype/email_campaign/email_campaign.py
@@ -70,10 +70,15 @@ def send_email_to_leads_or_contacts():
send_mail(entry, email_campaign)
def send_mail(entry, email_campaign):
- recipient = frappe.db.get_value(email_campaign.email_campaign_for, email_campaign.get("recipient"), 'email_id')
+ recipient_list = []
+ if email_campaign.email_campaign_for == "Email Group":
+ for member in frappe.db.get_list("Email Group Member", filters={"email_group": email_campaign.get("recipient")}, fields=["email"]):
+ recipient_list.append(member['email'])
+ else:
+ recipient_list.append(frappe.db.get_value(email_campaign.email_campaign_for, email_campaign.get("recipient"), "email_id"))
email_template = frappe.get_doc("Email Template", entry.get("email_template"))
- sender = frappe.db.get_value("User", email_campaign.get("sender"), 'email')
+ sender = frappe.db.get_value("User", email_campaign.get("sender"), "email")
context = {"doc": frappe.get_doc(email_campaign.email_campaign_for, email_campaign.recipient)}
# send mail and link communication to document
comm = make(
@@ -82,7 +87,7 @@ def send_mail(entry, email_campaign):
subject = frappe.render_template(email_template.get("subject"), context),
content = frappe.render_template(email_template.get("response"), context),
sender = sender,
- recipients = recipient,
+ recipients = recipient_list,
communication_medium = "Email",
sent_or_received = "Sent",
send_email = True,
diff --git a/erpnext/crm/doctype/opportunity/opportunity.js b/erpnext/crm/doctype/opportunity/opportunity.js
index f1b8171349..08958b7dd6 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.js
+++ b/erpnext/crm/doctype/opportunity/opportunity.js
@@ -30,7 +30,6 @@ frappe.ui.form.on("Opportunity", {
},
party_name: function(frm) {
- frm.toggle_display("contact_info", frm.doc.party_name);
frm.trigger('set_contact_link');
if (frm.doc.opportunity_from == "Customer") {
@@ -48,10 +47,6 @@ frappe.ui.form.on("Opportunity", {
frm.get_field("items").grid.set_multiple_add("item_code", "qty");
},
- with_items: function(frm) {
- frm.trigger('toggle_mandatory');
- },
-
customer_address: function(frm, cdt, cdn) {
erpnext.utils.get_address_display(frm, 'customer_address', 'address_display', false);
},
@@ -59,15 +54,19 @@ frappe.ui.form.on("Opportunity", {
contact_person: erpnext.utils.get_contact_details,
opportunity_from: function(frm) {
+ frm.trigger('setup_opportunity_from');
+
+ frm.set_value("party_name", "");
+ },
+
+ setup_opportunity_from: function(frm) {
frm.trigger('setup_queries');
- frm.toggle_reqd("party_name", frm.doc.opportunity_from);
frm.trigger("set_dynamic_field_label");
},
refresh: function(frm) {
var doc = frm.doc;
- frm.events.opportunity_from(frm);
- frm.trigger('toggle_mandatory');
+ frm.trigger('setup_opportunity_from');
erpnext.toggle_naming_series();
if(!doc.__islocal && doc.status!=="Lost") {
@@ -76,6 +75,11 @@ frappe.ui.form.on("Opportunity", {
function() {
frm.trigger("make_supplier_quotation")
}, __('Create'));
+
+ frm.add_custom_button(__('Request For Quotation'),
+ function() {
+ frm.trigger("make_request_for_quotation")
+ }, __('Create'));
}
frm.add_custom_button(__('Quotation'),
@@ -113,7 +117,6 @@ frappe.ui.form.on("Opportunity", {
},
set_dynamic_field_label: function(frm){
-
if (frm.doc.opportunity_from) {
frm.set_df_property("party_name", "label", frm.doc.opportunity_from);
}
@@ -122,13 +125,17 @@ frappe.ui.form.on("Opportunity", {
make_supplier_quotation: function(frm) {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.opportunity.opportunity.make_supplier_quotation",
- frm: cur_frm
+ frm: frm
+ })
+ },
+
+ make_request_for_quotation: function(frm) {
+ frappe.model.open_mapped_doc({
+ method: "erpnext.crm.doctype.opportunity.opportunity.make_request_for_quotation",
+ frm: frm
})
},
- toggle_mandatory: function(frm) {
- frm.toggle_reqd("items", frm.doc.with_items ? 1:0);
- }
})
// TODO commonify this code
diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json
index 6a54c5fc6e..b61cad3620 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.json
+++ b/erpnext/crm/doctype/opportunity/opportunity.json
@@ -16,6 +16,7 @@
"opportunity_from",
"party_name",
"customer_name",
+ "source",
"column_break0",
"title",
"opportunity_type",
@@ -49,10 +50,9 @@
"contact_email",
"contact_mobile",
"more_info",
- "source",
+ "company",
"campaign",
"column_break1",
- "company",
"transaction_date",
"amended_from",
"lost_reasons"
@@ -254,6 +254,7 @@
"fieldname": "items",
"fieldtype": "Table",
"label": "Items",
+ "mandatory_depends_on": "eval: doc.with_items == 1",
"oldfieldname": "enquiry_details",
"oldfieldtype": "Table",
"options": "Opportunity Item"
@@ -343,7 +344,7 @@
"collapsible": 1,
"fieldname": "more_info",
"fieldtype": "Section Break",
- "label": "Source",
+ "label": "More Information",
"oldfieldtype": "Section Break",
"options": "fa fa-file-text"
},
@@ -410,7 +411,7 @@
"fieldname": "lost_reasons",
"fieldtype": "Table MultiSelect",
"label": "Lost Reasons",
- "options": "Lost Reason Detail",
+ "options": "Opportunity Lost Reason Detail",
"read_only": 1
},
{
@@ -423,7 +424,7 @@
"icon": "fa fa-info-sign",
"idx": 195,
"links": [],
- "modified": "2020-04-07 09:05:39.391109",
+ "modified": "2020-08-11 17:34:35.066961",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",
diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py
index 1b071ea1b7..6096053136 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.py
+++ b/erpnext/crm/doctype/opportunity/opportunity.py
@@ -119,11 +119,19 @@ class Opportunity(TransactionBase):
and q.status not in ('Lost', 'Closed')""", self.name)
def has_ordered_quotation(self):
- return frappe.db.sql("""
- select q.name
- from `tabQuotation` q, `tabQuotation Item` qi
- where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s
- and q.status = 'Ordered'""", self.name)
+ if not self.with_items:
+ return frappe.get_all('Quotation',
+ {
+ 'opportunity': self.name,
+ 'status': 'Ordered',
+ 'docstatus': 1
+ }, 'name')
+ else:
+ return frappe.db.sql("""
+ select q.name
+ from `tabQuotation` q, `tabQuotation Item` qi
+ where q.name = qi.parent and q.docstatus=1 and qi.prevdoc_docname =%s
+ and q.status = 'Ordered'""", self.name)
def has_lost_quotation(self):
lost_quotation = frappe.db.sql("""
@@ -317,7 +325,7 @@ def auto_close_opportunity():
doc.save()
@frappe.whitelist()
-def make_opportunity_from_communication(communication, ignore_communication_links=False):
+def make_opportunity_from_communication(communication, company, ignore_communication_links=False):
from erpnext.crm.doctype.lead.lead import make_lead_from_communication
doc = frappe.get_doc("Communication", communication)
@@ -329,8 +337,9 @@ def make_opportunity_from_communication(communication, ignore_communication_link
opportunity = frappe.get_doc({
"doctype": "Opportunity",
+ "company": company,
"opportunity_from": opportunity_from,
- "lead": lead
+ "party_name": lead
}).insert(ignore_permissions=True)
link_communication_to_document(doc, "Opportunity", opportunity.name, ignore_communication_links)
diff --git a/erpnext/crm/doctype/opportunity_lost_reason_detail/__init__.py b/erpnext/crm/doctype/opportunity_lost_reason_detail/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.json b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.json
new file mode 100644
index 0000000000..50620e2c34
--- /dev/null
+++ b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.json
@@ -0,0 +1,31 @@
+{
+ "actions": [],
+ "creation": "2020-07-16 16:11:39.830389",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "lost_reason"
+ ],
+ "fields": [
+ {
+ "fieldname": "lost_reason",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Opportunity Lost Reason",
+ "options": "Opportunity Lost Reason"
+ }
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-07-26 17:58:26.313242",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Opportunity Lost Reason Detail",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.py b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.py
new file mode 100644
index 0000000000..8723f1d045
--- /dev/null
+++ b/erpnext/crm/doctype/opportunity_lost_reason_detail/opportunity_lost_reason_detail.py
@@ -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 OpportunityLostReasonDetail(Document):
+ pass
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.js b/erpnext/crm/doctype/social_media_post/social_media_post.js
index 3a14f2d2e9..0ce8b44e19 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post.js
+++ b/erpnext/crm/doctype/social_media_post/social_media_post.js
@@ -30,14 +30,14 @@ frappe.ui.form.on('Social Media Post', {
let color = frm.doc.twitter_post_id ? "green" : "red";
let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
html += `
- Twitter : ${status}
+ Twitter : ${status}
` ;
}
if (frm.doc.linkedin){
let color = frm.doc.linkedin_post_id ? "green" : "red";
let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
html += `
- LinkedIn : ${status}
+ LinkedIn : ${status}
` ;
}
html = `${html}
`;
diff --git a/erpnext/crm/number_card/new_lead_(last_1_month)/new_lead_(last_1_month).json b/erpnext/crm/number_card/new_lead_(last_1_month)/new_lead_(last_1_month).json
new file mode 100644
index 0000000000..4511f54007
--- /dev/null
+++ b/erpnext/crm/number_card/new_lead_(last_1_month)/new_lead_(last_1_month).json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.870736",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Lead",
+ "dynamic_filters_json": "[[\"Lead\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Lead\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "New Lead (Last 1 Month)",
+ "modified": "2020-07-22 16:15:17.274972",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "New Lead (Last 1 Month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/crm/number_card/new_opportunity_(last_1_month)/new_opportunity_(last_1_month).json b/erpnext/crm/number_card/new_opportunity_(last_1_month)/new_opportunity_(last_1_month).json
new file mode 100644
index 0000000000..90997b7033
--- /dev/null
+++ b/erpnext/crm/number_card/new_opportunity_(last_1_month)/new_opportunity_(last_1_month).json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.897112",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "New Opportunity (Last 1 Month)",
+ "modified": "2020-07-22 16:07:27.910432",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "New Opportunity (Last 1 Month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/crm/number_card/open_opportunity/open_opportunity.json b/erpnext/crm/number_card/open_opportunity/open_opportunity.json
new file mode 100644
index 0000000000..6e06ed64da
--- /dev/null
+++ b/erpnext/crm/number_card/open_opportunity/open_opportunity.json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.948113",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"status\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"company\",\"=\",null,false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Open Opportunity",
+ "modified": "2020-07-22 16:16:16.420446",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Open Opportunity",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/crm/number_card/won_opportunity_(last_1_month)/won_opportunity_(last_1_month).json b/erpnext/crm/number_card/won_opportunity_(last_1_month)/won_opportunity_(last_1_month).json
new file mode 100644
index 0000000000..ba0c07e4b0
--- /dev/null
+++ b/erpnext/crm/number_card/won_opportunity_(last_1_month)/won_opportunity_(last_1_month).json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-20 20:17:15.922486",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Opportunity",
+ "dynamic_filters_json": "[[\"Opportunity\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Opportunity\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Won Opportunity (Last 1 Month)",
+ "modified": "2020-07-22 16:15:53.088837",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Won Opportunity (Last 1 Month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/crm/report/lead_details/lead_details.js b/erpnext/crm/report/lead_details/lead_details.js
new file mode 100644
index 0000000000..f92070daf3
--- /dev/null
+++ b/erpnext/crm/report/lead_details/lead_details.js
@@ -0,0 +1,52 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Lead Details"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.get_today(),
+ "reqd": 1
+ },
+ {
+ "fieldname":"status",
+ "label": __("Status"),
+ "fieldtype": "Select",
+ options: [
+ { "value": "Lead", "label": __("Lead") },
+ { "value": "Open", "label": __("Open") },
+ { "value": "Replied", "label": __("Replied") },
+ { "value": "Opportunity", "label": __("Opportunity") },
+ { "value": "Quotation", "label": __("Quotation") },
+ { "value": "Lost Quotation", "label": __("Lost Quotation") },
+ { "value": "Interested", "label": __("Interested") },
+ { "value": "Converted", "label": __("Converted") },
+ { "value": "Do Not Contact", "label": __("Do Not Contact") },
+ ],
+ },
+ {
+ "fieldname":"territory",
+ "label": __("Territory"),
+ "fieldtype": "Link",
+ "options": "Territory",
+ }
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/crm/report/lead_details/lead_details.json b/erpnext/crm/report/lead_details/lead_details.json
index cdeb6bbe38..7871d0822f 100644
--- a/erpnext/crm/report/lead_details/lead_details.json
+++ b/erpnext/crm/report/lead_details/lead_details.json
@@ -7,16 +7,15 @@
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
- "modified": "2020-01-22 16:51:56.591110",
+ "modified": "2020-07-26 23:59:49.897577",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead Details",
"owner": "Administrator",
"prepared_report": 0,
- "query": "SELECT\n `tabLead`.name as \"Lead Id:Link/Lead:120\",\n `tabLead`.lead_name as \"Lead Name::120\",\n\t`tabLead`.company_name as \"Company Name::120\",\n\t`tabLead`.status as \"Status::120\",\n\tconcat_ws(', ', \n\t\ttrim(',' from `tabAddress`.address_line1), \n\t\ttrim(',' from tabAddress.address_line2)\n\t) as 'Address::180',\n\t`tabAddress`.state as \"State::100\",\n\t`tabAddress`.pincode as \"Pincode::70\",\n\t`tabAddress`.country as \"Country::100\",\n\t`tabLead`.phone as \"Phone::100\",\n\t`tabLead`.mobile_no as \"Mobile No::100\",\n\t`tabLead`.email_id as \"Email Id::120\",\n\t`tabLead`.lead_owner as \"Lead Owner::120\",\n\t`tabLead`.source as \"Source::120\",\n\t`tabLead`.territory as \"Territory::120\",\n\t`tabLead`.notes as \"Notes::360\",\n `tabLead`.owner as \"Owner:Link/User:120\"\nFROM\n\t`tabLead`\n\tleft join `tabDynamic Link` on (\n\t\t`tabDynamic Link`.link_name=`tabLead`.name \n\t\tand `tabDynamic Link`.parenttype = 'Address'\n\t)\n\tleft join `tabAddress` on (\n\t\t`tabAddress`.name=`tabDynamic Link`.parent\n\t)\nWHERE\n\t`tabLead`.docstatus<2\nORDER BY\n\t`tabLead`.name asc",
"ref_doctype": "Lead",
"report_name": "Lead Details",
- "report_type": "Query Report",
+ "report_type": "Script Report",
"roles": [
{
"role": "Sales User"
diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py
new file mode 100644
index 0000000000..eeaaec2bce
--- /dev/null
+++ b/erpnext/crm/report/lead_details/lead_details.py
@@ -0,0 +1,158 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+
+def execute(filters=None):
+ columns, data = get_columns(), get_data(filters)
+ return columns, data
+
+def get_columns():
+ columns = [
+ {
+ "label": _("Lead"),
+ "fieldname": "name",
+ "fieldtype": "Link",
+ "options": "Lead",
+ "width": 150,
+ },
+ {
+ "label": _("Lead Name"),
+ "fieldname": "lead_name",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "fieldname":"status",
+ "label": _("Status"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname":"lead_owner",
+ "label": _("Lead Owner"),
+ "fieldtype": "Link",
+ "options": "User",
+ "width": 100
+ },
+ {
+ "label": _("Territory"),
+ "fieldname": "territory",
+ "fieldtype": "Link",
+ "options": "Territory",
+ "width": 100
+ },
+ {
+ "label": _("Source"),
+ "fieldname": "source",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Email"),
+ "fieldname": "email_id",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Mobile"),
+ "fieldname": "mobile_no",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Phone"),
+ "fieldname": "phone",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Owner"),
+ "fieldname": "owner",
+ "fieldtype": "Link",
+ "options": "user",
+ "width": 120
+ },
+ {
+ "label": _("Company"),
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "options": "Company",
+ "width": 120
+ },
+ {
+ "fieldname":"address",
+ "label": _("Address"),
+ "fieldtype": "Data",
+ "width": 130
+ },
+ {
+ "fieldname":"state",
+ "label": _("State"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname":"pincode",
+ "label": _("Postal Code"),
+ "fieldtype": "Data",
+ "width": 90
+ },
+ {
+ "fieldname":"country",
+ "label": _("Country"),
+ "fieldtype": "Link",
+ "options": "Country",
+ "width": 100
+ },
+
+ ]
+ return columns
+
+def get_data(filters):
+ return frappe.db.sql("""
+ SELECT
+ `tabLead`.name,
+ `tabLead`.lead_name,
+ `tabLead`.status,
+ `tabLead`.lead_owner,
+ `tabLead`.territory,
+ `tabLead`.source,
+ `tabLead`.email_id,
+ `tabLead`.mobile_no,
+ `tabLead`.phone,
+ `tabLead`.owner,
+ `tabLead`.company,
+ concat_ws(', ',
+ trim(',' from `tabAddress`.address_line1),
+ trim(',' from tabAddress.address_line2)
+ ) AS address,
+ `tabAddress`.state,
+ `tabAddress`.pincode,
+ `tabAddress`.country
+ FROM
+ `tabLead` left join `tabDynamic Link` on (
+ `tabLead`.name = `tabDynamic Link`.link_name and
+ `tabDynamic Link`.parenttype = 'Address')
+ left join `tabAddress` on (
+ `tabAddress`.name=`tabDynamic Link`.parent)
+ WHERE
+ company = %(company)s
+ AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s
+ {conditions}
+ ORDER BY
+ `tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1)
+
+def get_conditions(filters) :
+ conditions = []
+
+ if filters.get("territory"):
+ conditions.append(" and `tabLead`.territory=%(territory)s")
+
+ if filters.get("status"):
+ conditions.append(" and `tabLead`.status=%(status)s")
+
+ return " ".join(conditions) if conditions else ""
+
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.js b/erpnext/crm/report/lost_opportunity/lost_opportunity.js
new file mode 100644
index 0000000000..d79f8c8480
--- /dev/null
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.js
@@ -0,0 +1,67 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Lost Opportunity"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.get_today(),
+ "reqd": 1
+ },
+ {
+ "fieldname":"lost_reason",
+ "label": __("Lost Reason"),
+ "fieldtype": "Link",
+ "options": "Opportunity Lost Reason"
+ },
+ {
+ "fieldname":"territory",
+ "label": __("Territory"),
+ "fieldtype": "Link",
+ "options": "Territory"
+ },
+ {
+ "fieldname":"opportunity_from",
+ "label": __("Opportunity From"),
+ "fieldtype": "Link",
+ "options": "DocType",
+ "get_query": function() {
+ return {
+ "filters": {
+ "name": ["in", ["Customer", "Lead"]],
+ }
+ }
+ }
+ },
+ {
+ "fieldname":"party_name",
+ "label": __("Party"),
+ "fieldtype": "Dynamic Link",
+ "options": "opportunity_from"
+ },
+ {
+ "fieldname":"contact_by",
+ "label": __("Next Contact By"),
+ "fieldtype": "Link",
+ "options": "User"
+ },
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.json b/erpnext/crm/report/lost_opportunity/lost_opportunity.json
index e7c5068b86..e7a8e12ba7 100644
--- a/erpnext/crm/report/lost_opportunity/lost_opportunity.json
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.json
@@ -1,13 +1,14 @@
{
"add_total_row": 0,
"creation": "2018-12-31 16:30:57.188837",
+ "disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"json": "{\"order_by\": \"`tabOpportunity`.`modified` desc\", \"filters\": [[\"Opportunity\", \"status\", \"=\", \"Lost\"]], \"fields\": [[\"name\", \"Opportunity\"], [\"opportunity_from\", \"Opportunity\"], [\"party_name\", \"Opportunity\"], [\"customer_name\", \"Opportunity\"], [\"opportunity_type\", \"Opportunity\"], [\"status\", \"Opportunity\"], [\"contact_by\", \"Opportunity\"], [\"docstatus\", \"Opportunity\"], [\"lost_reason\", \"Lost Reason Detail\"]], \"add_totals_row\": 0, \"add_total_row\": 0, \"page_length\": 20}",
- "modified": "2019-06-26 16:33:08.083618",
+ "modified": "2020-07-29 15:49:02.848845",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lost Opportunity",
@@ -15,7 +16,7 @@
"prepared_report": 0,
"ref_doctype": "Opportunity",
"report_name": "Lost Opportunity",
- "report_type": "Report Builder",
+ "report_type": "Script Report",
"roles": [
{
"role": "Sales User"
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.py b/erpnext/crm/report/lost_opportunity/lost_opportunity.py
new file mode 100644
index 0000000000..1aa4afe186
--- /dev/null
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.py
@@ -0,0 +1,131 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+
+def execute(filters=None):
+ columns, data = get_columns(), get_data(filters)
+ return columns, data
+
+def get_columns():
+ columns = [
+ {
+ "label": _("Opportunity"),
+ "fieldname": "name",
+ "fieldtype": "Link",
+ "options": "Opportunity",
+ "width": 170,
+ },
+ {
+ "label": _("Opportunity From"),
+ "fieldname": "opportunity_from",
+ "fieldtype": "Link",
+ "options": "DocType",
+ "width": 130
+ },
+ {
+ "label": _("Party"),
+ "fieldname":"party_name",
+ "fieldtype": "Dynamic Link",
+ "options": "opportunity_from",
+ "width": 160
+ },
+ {
+ "label": _("Customer/Lead Name"),
+ "fieldname":"customer_name",
+ "fieldtype": "Data",
+ "width": 150
+ },
+ {
+ "label": _("Opportunity Type"),
+ "fieldname": "opportunity_type",
+ "fieldtype": "Data",
+ "width": 130
+ },
+ {
+ "label": _("Lost Reasons"),
+ "fieldname": "lost_reason",
+ "fieldtype": "Data",
+ "width": 220
+ },
+ {
+ "label": _("Sales Stage"),
+ "fieldname": "sales_stage",
+ "fieldtype": "Link",
+ "options": "Sales Stage",
+ "width": 150
+ },
+ {
+ "label": _("Territory"),
+ "fieldname": "territory",
+ "fieldtype": "Link",
+ "options": "Territory",
+ "width": 150
+ },
+ {
+ "label": _("Next Contact By"),
+ "fieldname": "contact_by",
+ "fieldtype": "Link",
+ "options": "User",
+ "width": 150
+ }
+ ]
+ return columns
+
+def get_data(filters):
+ return frappe.db.sql("""
+ SELECT
+ `tabOpportunity`.name,
+ `tabOpportunity`.opportunity_from,
+ `tabOpportunity`.party_name,
+ `tabOpportunity`.customer_name,
+ `tabOpportunity`.opportunity_type,
+ `tabOpportunity`.contact_by,
+ GROUP_CONCAT(`tabOpportunity Lost Reason Detail`.lost_reason separator ', ') lost_reason,
+ `tabOpportunity`.sales_stage,
+ `tabOpportunity`.territory
+ FROM
+ `tabOpportunity`
+ {join}
+ WHERE
+ `tabOpportunity`.status = 'Lost' and `tabOpportunity`.company = %(company)s
+ AND `tabOpportunity`.modified BETWEEN %(from_date)s AND %(to_date)s
+ {conditions}
+ GROUP BY
+ `tabOpportunity`.name
+ ORDER BY
+ `tabOpportunity`.creation asc """.format(conditions=get_conditions(filters), join=get_join(filters)), filters, as_dict=1)
+
+
+def get_conditions(filters):
+ conditions = []
+
+ if filters.get("territory"):
+ conditions.append(" and `tabOpportunity`.territory=%(territory)s")
+
+ if filters.get("opportunity_from"):
+ conditions.append(" and `tabOpportunity`.opportunity_from=%(opportunity_from)s")
+
+ if filters.get("party_name"):
+ conditions.append(" and `tabOpportunity`.party_name=%(party_name)s")
+
+ if filters.get("contact_by"):
+ conditions.append(" and `tabOpportunity`.contact_by=%(contact_by)s")
+
+ return " ".join(conditions) if conditions else ""
+
+def get_join(filters):
+ join = """LEFT JOIN `tabOpportunity Lost Reason Detail`
+ ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and
+ `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name"""
+
+ if filters.get("lost_reason"):
+ join = """JOIN `tabOpportunity Lost Reason Detail`
+ ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and
+ `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name and
+ `tabOpportunity Lost Reason Detail`.lost_reason = '{0}'
+ """.format(filters.get("lost_reason"))
+
+ return join
\ No newline at end of file
diff --git a/erpnext/education/api.py b/erpnext/education/api.py
index 1a19716b50..bf9f2215f3 100644
--- a/erpnext/education/api.py
+++ b/erpnext/education/api.py
@@ -104,6 +104,7 @@ def make_attendance_records(student, student_name, status, course_schedule=None,
student_attendance.date = date
student_attendance.status = status
student_attendance.save()
+ student_attendance.submit()
@frappe.whitelist()
@@ -151,7 +152,7 @@ def get_fee_components(fee_structure):
:param fee_structure: Fee Structure.
"""
if fee_structure:
- fs = frappe.get_list("Fee Component", fields=["fees_category", "amount"] , filters={"parent": fee_structure}, order_by= "idx")
+ fs = frappe.get_list("Fee Component", fields=["fees_category", "description", "amount"] , filters={"parent": fee_structure}, order_by= "idx")
return fs
@@ -363,9 +364,9 @@ def get_current_enrollment(student, academic_year=None):
select
name as program_enrollment, student_name, program, student_batch_name as student_batch,
student_category, academic_term, academic_year
- from
+ from
`tabProgram Enrollment`
- where
+ where
student = %s and academic_year = %s
order by creation''', (student, current_academic_year), as_dict=1)
diff --git a/erpnext/education/dashboard_chart/course_wise_enrollment/course_wise_enrollment.json b/erpnext/education/dashboard_chart/course_wise_enrollment/course_wise_enrollment.json
new file mode 100644
index 0000000000..9c5f784648
--- /dev/null
+++ b/erpnext/education/dashboard_chart/course_wise_enrollment/course_wise_enrollment.json
@@ -0,0 +1,31 @@
+{
+ "based_on": "",
+ "chart_name": "Course wise Enrollment",
+ "chart_type": "Group By",
+ "creation": "2020-07-23 18:24:38.214220",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Course Enrollment",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Course Enrollment\",\"enrollment_date\",\"Timespan\",\"this year\",false]]",
+ "group_by_based_on": "course",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-27 17:50:32.490587",
+ "modified": "2020-07-27 17:54:09.829206",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Course wise Enrollment",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Percentage",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/course_wise_student_count/course_wise_student_count.json b/erpnext/education/dashboard_chart/course_wise_student_count/course_wise_student_count.json
new file mode 100644
index 0000000000..5441518def
--- /dev/null
+++ b/erpnext/education/dashboard_chart/course_wise_student_count/course_wise_student_count.json
@@ -0,0 +1,31 @@
+{
+ "based_on": "",
+ "chart_name": "Course wise Student Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-27 17:24:39.136163",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Course Enrollment",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Course Enrollment\",\"enrollment_date\",\"Timespan\",\"this year\",false]]",
+ "group_by_based_on": "course",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-27 17:24:56.184236",
+ "modified": "2020-07-27 17:25:46.232846",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Course wise Student Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/instructor_gender_diversity_ratio/instructor_gender_diversity_ratio.json b/erpnext/education/dashboard_chart/instructor_gender_diversity_ratio/instructor_gender_diversity_ratio.json
new file mode 100644
index 0000000000..b7ee509b92
--- /dev/null
+++ b/erpnext/education/dashboard_chart/instructor_gender_diversity_ratio/instructor_gender_diversity_ratio.json
@@ -0,0 +1,31 @@
+{
+ "based_on": "",
+ "chart_name": "Instructor Gender Diversity Ratio",
+ "chart_type": "Group By",
+ "creation": "2020-07-23 18:35:02.544019",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Instructor",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Instructor\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "gender",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-27 17:50:32.783820",
+ "modified": "2020-07-27 17:55:41.595260",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Instructor Gender Diversity Ratio",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/program_enrollments/program_enrollments.json b/erpnext/education/dashboard_chart/program_enrollments/program_enrollments.json
new file mode 100644
index 0000000000..2a4a4a3e0c
--- /dev/null
+++ b/erpnext/education/dashboard_chart/program_enrollments/program_enrollments.json
@@ -0,0 +1,30 @@
+{
+ "based_on": "enrollment_date",
+ "chart_name": "Program Enrollments",
+ "chart_type": "Count",
+ "creation": "2020-07-23 18:27:53.641616",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Program Enrollment",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Program Enrollment\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-27 17:50:32.203069",
+ "modified": "2020-07-27 17:51:59.022909",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Program Enrollments",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Daily",
+ "timeseries": 1,
+ "timespan": "Last Month",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/program_wise_enrollment/program_wise_enrollment.json b/erpnext/education/dashboard_chart/program_wise_enrollment/program_wise_enrollment.json
new file mode 100644
index 0000000000..2ba138e332
--- /dev/null
+++ b/erpnext/education/dashboard_chart/program_wise_enrollment/program_wise_enrollment.json
@@ -0,0 +1,31 @@
+{
+ "based_on": "",
+ "chart_name": "Program wise Enrollment",
+ "chart_type": "Group By",
+ "creation": "2020-07-23 18:23:45.192748",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Program Enrollment",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Program Enrollment\",\"docstatus\",\"=\",\"1\",false],[\"Program Enrollment\",\"enrollment_date\",\"Timespan\",\"this year\",false]]",
+ "group_by_based_on": "program",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-27 17:50:32.629321",
+ "modified": "2020-07-27 17:53:36.269098",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Program wise Enrollment",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Percentage",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/program_wise_fee_collection/program_wise_fee_collection.json b/erpnext/education/dashboard_chart/program_wise_fee_collection/program_wise_fee_collection.json
new file mode 100644
index 0000000000..38c1b6d7f3
--- /dev/null
+++ b/erpnext/education/dashboard_chart/program_wise_fee_collection/program_wise_fee_collection.json
@@ -0,0 +1,28 @@
+{
+ "chart_name": "Program wise Fee Collection",
+ "chart_type": "Report",
+ "creation": "2020-08-05 16:19:53.398335",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"from_date\":\"frappe.datetime.add_months(frappe.datetime.get_today(), -1)\",\"to_date\":\"frappe.datetime.nowdate()\"}",
+ "filters_json": "{}",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-08-05 16:20:47.436847",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Program wise Fee Collection",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Program wise Fee Collection",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 1,
+ "x_field": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/student_category_wise_program_enrollments/student_category_wise_program_enrollments.json b/erpnext/education/dashboard_chart/student_category_wise_program_enrollments/student_category_wise_program_enrollments.json
new file mode 100644
index 0000000000..88871457ec
--- /dev/null
+++ b/erpnext/education/dashboard_chart/student_category_wise_program_enrollments/student_category_wise_program_enrollments.json
@@ -0,0 +1,31 @@
+{
+ "based_on": "",
+ "chart_name": "Student Category wise Program Enrollments",
+ "chart_type": "Group By",
+ "creation": "2020-07-27 17:37:47.116446",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Program Enrollment",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Program Enrollment\",\"enrollment_date\",\"Timespan\",\"this year\",false],[\"Program Enrollment\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_based_on": "student_category",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-27 17:46:54.901911",
+ "modified": "2020-07-27 17:47:21.370866",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Student Category wise Program Enrollments",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/dashboard_chart/student_gender_diversity_ratio/student_gender_diversity_ratio.json b/erpnext/education/dashboard_chart/student_gender_diversity_ratio/student_gender_diversity_ratio.json
new file mode 100644
index 0000000000..ce602d29ee
--- /dev/null
+++ b/erpnext/education/dashboard_chart/student_gender_diversity_ratio/student_gender_diversity_ratio.json
@@ -0,0 +1,30 @@
+{
+ "based_on": "",
+ "chart_name": "Student Gender Diversity Ratio",
+ "chart_type": "Group By",
+ "creation": "2020-07-23 18:12:15.972123",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Student",
+ "dynamic_filters_json": "[]",
+ "filters_json": "[[\"Student\",\"enabled\",\"=\",1,false]]",
+ "group_by_based_on": "gender",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-23 18:12:21.606772",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Student Gender Diversity Ratio",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "source": "",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 0,
+ "value_based_on": "",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/education/desk_page/education/education.json b/erpnext/education/desk_page/education/education.json
index b341ec4b99..77ee8ecaf6 100644
--- a/erpnext/education/desk_page/education/education.json
+++ b/erpnext/education/desk_page/education/education.json
@@ -2,18 +2,13 @@
"cards": [
{
"hidden": 0,
- "label": "Tools",
- "links": "[\n {\n \"label\": \"Student Attendance Tool\",\n \"name\": \"Student Attendance Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result Tool\",\n \"name\": \"Assessment Result Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group Creation Tool\",\n \"name\": \"Student Group Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment Tool\",\n \"name\": \"Program Enrollment Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]"
+ "label": "Student and Instructor",
+ "links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Guardian\",\n \"name\": \"Guardian\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group\",\n \"name\": \"Student Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Log\",\n \"name\": \"Student Log\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
- "label": "Other Reports",
- "links": "[\n {\n \"dependencies\": [\n \"Program Enrollment\"\n ],\n \"doctype\": \"Program Enrollment\",\n \"is_query_report\": true,\n \"label\": \"Student and Guardian Contact Details\",\n \"name\": \"Student and Guardian Contact Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Monthly Attendance Sheet\",\n \"name\": \"Student Monthly Attendance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Fees\"\n ],\n \"doctype\": \"Fees\",\n \"is_query_report\": true,\n \"label\": \"Student Fee Collection\",\n \"name\": \"Student Fee Collection\",\n \"type\": \"report\"\n }\n]"
- },
- {
- "hidden": 0,
- "label": "Settings",
- "links": "[\n {\n \"label\": \"Student Category\",\n \"name\": \"Student Category\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Batch Name\",\n \"name\": \"Student Batch Name\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Grading Scale\",\n \"name\": \"Grading Scale\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Term\",\n \"name\": \"Academic Term\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Year\",\n \"name\": \"Academic Year\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Education Settings\",\n \"name\": \"Education Settings\",\n \"type\": \"doctype\"\n }\n]"
+ "label": "Masters",
+ "links": "[\n {\n \"label\": \"Program\",\n \"name\": \"Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Topic\",\n \"name\": \"Topic\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
@@ -22,33 +17,18 @@
},
{
"hidden": 0,
- "label": "Attendance",
- "links": "[\n {\n \"label\": \"Student Attendance\",\n \"name\": \"Student Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Leave Application\",\n \"name\": \"Student Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Absent Student Report\",\n \"name\": \"Absent Student Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Batch-Wise Attendance\",\n \"name\": \"Student Batch-Wise Attendance\",\n \"type\": \"report\"\n }\n]"
+ "label": "Settings",
+ "links": "[\n {\n \"label\": \"Education Settings\",\n \"name\": \"Education Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Category\",\n \"name\": \"Student Category\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Batch Name\",\n \"name\": \"Student Batch Name\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Grading Scale\",\n \"name\": \"Grading Scale\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Term\",\n \"name\": \"Academic Term\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Academic Year\",\n \"name\": \"Academic Year\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
"label": "Admission",
- "links": "[\n {\n \"label\": \"Student Applicant\",\n \"name\": \"Student Applicant\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Admission\",\n \"name\": \"Student Admission\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment\",\n \"name\": \"Program Enrollment\",\n \"type\": \"doctype\"\n }\n]"
+ "links": "[\n {\n \"label\": \"Student Applicant\",\n \"name\": \"Student Applicant\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Admission\",\n \"name\": \"Student Admission\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment\",\n \"name\": \"Program Enrollment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Enrollment\",\n \"name\": \"Course Enrollment\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
- "label": "Assessment",
- "links": "[\n {\n \"label\": \"Assessment Plan\",\n \"name\": \"Assessment Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Group\",\n \"link\": \"Tree/Assessment Group\",\n \"name\": \"Assessment Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result\",\n \"name\": \"Assessment Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Criteria\",\n \"name\": \"Assessment Criteria\",\n \"type\": \"doctype\"\n }\n]"
- },
- {
- "hidden": 0,
- "label": "Student",
- "links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Guardian\",\n \"name\": \"Guardian\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Log\",\n \"name\": \"Student Log\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group\",\n \"name\": \"Student Group\",\n \"type\": \"doctype\"\n }\n]"
- },
- {
- "hidden": 0,
- "label": "Masters",
- "links": "[\n {\n \"label\": \"Program\",\n \"name\": \"Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Topic\",\n \"name\": \"Topic\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]"
- },
- {
- "hidden": 0,
- "label": "LMS Activity",
- "links": "[\n {\n \"label\": \"Course Enrollment\",\n \"name\": \"Course Enrollment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Activity\",\n \"name\": \"Course Activity\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz Activity\",\n \"name\": \"Quiz Activity\",\n \"type\": \"doctype\"\n }\n]"
+ "label": "Fees",
+ "links": "[\n {\n \"label\": \"Fee Structure\",\n \"name\": \"Fee Structure\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Category\",\n \"name\": \"Fee Category\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Schedule\",\n \"name\": \"Fee Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fees\",\n \"name\": \"Fees\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Fees\"\n ],\n \"doctype\": \"Fees\",\n \"is_query_report\": true,\n \"label\": \"Student Fee Collection Report\",\n \"name\": \"Student Fee Collection\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Fees\"\n ],\n \"doctype\": \"Fees\",\n \"is_query_report\": true,\n \"label\": \"Program wise Fee Collection Report\",\n \"name\": \"Program wise Fee Collection\",\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
@@ -57,8 +37,18 @@
},
{
"hidden": 0,
- "label": "Fees",
- "links": "[\n {\n \"label\": \"Fees\",\n \"name\": \"Fees\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Schedule\",\n \"name\": \"Fee Schedule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Structure\",\n \"name\": \"Fee Structure\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fee Category\",\n \"name\": \"Fee Category\",\n \"type\": \"doctype\"\n }\n]"
+ "label": "Attendance",
+ "links": "[\n {\n \"label\": \"Student Attendance\",\n \"name\": \"Student Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Leave Application\",\n \"name\": \"Student Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Monthly Attendance Sheet\",\n \"name\": \"Student Monthly Attendance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Absent Student Report\",\n \"name\": \"Absent Student Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Batch-Wise Attendance\",\n \"name\": \"Student Batch-Wise Attendance\",\n \"type\": \"report\"\n }\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "LMS Activity",
+ "links": "[\n {\n \"label\": \"Course Enrollment\",\n \"name\": \"Course Enrollment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Activity\",\n \"name\": \"Course Activity\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Quiz Activity\",\n \"name\": \"Quiz Activity\",\n \"type\": \"doctype\"\n }\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Assessment",
+ "links": "[\n {\n \"label\": \"Assessment Plan\",\n \"name\": \"Assessment Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Group\",\n \"link\": \"Tree/Assessment Group\",\n \"name\": \"Assessment Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result\",\n \"name\": \"Assessment Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Criteria\",\n \"name\": \"Assessment Criteria\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
@@ -67,28 +57,98 @@
},
{
"hidden": 0,
- "label": "Reports",
- "links": "[\n {\n \"dependencies\": [\n \"Fees\"\n ],\n \"doctype\": \"Fees\",\n \"is_query_report\": true,\n \"label\": \"Student Fee Collection\",\n \"name\": \"Student Fee Collection\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Monthly Attendance Sheet\",\n \"name\": \"Student Monthly Attendance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Absent Student Report\",\n \"name\": \"Absent Student Report\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Program Enrollment\"\n ],\n \"doctype\": \"Program Enrollment\",\n \"is_query_report\": true,\n \"label\": \"Student and Guardian Contact Details\",\n \"name\": \"Student and Guardian Contact Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Student Attendance\"\n ],\n \"doctype\": \"Student Attendance\",\n \"is_query_report\": true,\n \"label\": \"Student Batch-Wise Attendance\",\n \"name\": \"Student Batch-Wise Attendance\",\n \"type\": \"report\"\n }\n]"
+ "label": "Tools",
+ "links": "[\n {\n \"label\": \"Student Attendance Tool\",\n \"name\": \"Student Attendance Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Assessment Result Tool\",\n \"name\": \"Assessment Result Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Student Group Creation Tool\",\n \"name\": \"Student Group Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Program Enrollment Tool\",\n \"name\": \"Program Enrollment Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course Scheduling Tool\",\n \"name\": \"Course Scheduling Tool\",\n \"type\": \"doctype\"\n }\n]"
+ },
+ {
+ "hidden": 0,
+ "label": "Other Reports",
+ "links": "[\n {\n \"dependencies\": [\n \"Program Enrollment\"\n ],\n \"doctype\": \"Program Enrollment\",\n \"is_query_report\": true,\n \"label\": \"Student and Guardian Contact Details\",\n \"name\": \"Student and Guardian Contact Details\",\n \"type\": \"report\"\n }\n]"
}
],
"category": "Domains",
- "charts": [],
+ "charts": [
+ {
+ "chart_name": "Program Enrollments",
+ "label": "Program Enrollments"
+ }
+ ],
"creation": "2020-03-02 17:22:57.066401",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
+ "hide_custom": 0,
"idx": 0,
"is_standard": 1,
"label": "Education",
- "modified": "2020-05-22 01:09:13.058482",
+ "modified": "2020-07-27 19:35:18.832694",
"modified_by": "Administrator",
"module": "Education",
"name": "Education",
+ "onboarding": "Education",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Education",
- "shortcuts": []
+ "shortcuts": [
+ {
+ "color": "#cef6d1",
+ "format": "{} Active",
+ "label": "Student",
+ "link_to": "Student",
+ "stats_filter": "{\n \"enabled\": 1\n}",
+ "type": "DocType"
+ },
+ {
+ "color": "#cef6d1",
+ "format": "{} Active",
+ "label": "Instructor",
+ "link_to": "Instructor",
+ "stats_filter": "{\n \"status\": \"Active\"\n}",
+ "type": "DocType"
+ },
+ {
+ "color": "",
+ "format": "",
+ "label": "Program",
+ "link_to": "Program",
+ "stats_filter": "",
+ "type": "DocType"
+ },
+ {
+ "label": "Course",
+ "link_to": "Course",
+ "type": "DocType"
+ },
+ {
+ "color": "#ffe8cd",
+ "format": "{} Unpaid",
+ "label": "Fees",
+ "link_to": "Fees",
+ "stats_filter": "{\n \"outstanding_amount\": [\"!=\", 0.0]\n}",
+ "type": "DocType"
+ },
+ {
+ "label": "Student Monthly Attendance Sheet",
+ "link_to": "Student Monthly Attendance Sheet",
+ "type": "Report"
+ },
+ {
+ "label": "Course Scheduling Tool",
+ "link_to": "Course Scheduling Tool",
+ "type": "DocType"
+ },
+ {
+ "label": "Student Attendance Tool",
+ "link_to": "Student Attendance Tool",
+ "type": "DocType"
+ },
+ {
+ "label": "Dashboard",
+ "link_to": "Education",
+ "type": "Dashboard"
+ }
+ ]
}
\ No newline at end of file
diff --git a/erpnext/education/doctype/academic_term/academic_term_dashboard.py b/erpnext/education/doctype/academic_term/academic_term_dashboard.py
new file mode 100644
index 0000000000..871e0f3284
--- /dev/null
+++ b/erpnext/education/doctype/academic_term/academic_term_dashboard.py
@@ -0,0 +1,25 @@
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'fieldname': 'academic_term',
+ 'transactions': [
+ {
+ 'label': _('Student'),
+ 'items': ['Student Applicant', 'Student Group', 'Student Log']
+ },
+ {
+ 'label': _('Fee'),
+ 'items': ['Fees', 'Fee Schedule', 'Fee Structure']
+ },
+ {
+ 'label': _('Program'),
+ 'items': ['Program Enrollment']
+ },
+ {
+ 'label': _('Assessment'),
+ 'items': ['Assessment Plan', 'Assessment Result']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/academic_year/academic_year.js b/erpnext/education/doctype/academic_year/academic_year.js
index 21caa63369..0e8619849c 100644
--- a/erpnext/education/doctype/academic_year/academic_year.js
+++ b/erpnext/education/doctype/academic_year/academic_year.js
@@ -1,10 +1,2 @@
-frappe.ui.form.on("Academic Year", "refresh", function(frm) {
- if(!frm.doc.__islocal) {
- frm.add_custom_button(__("Student Group"), function() {
- frappe.route_options = {
- academic_year: frm.doc.name
- }
- frappe.set_route("List", "Student Group");
- });
- }
+frappe.ui.form.on("Academic Year", {
});
\ No newline at end of file
diff --git a/erpnext/education/doctype/academic_year/academic_year_dashboard.py b/erpnext/education/doctype/academic_year/academic_year_dashboard.py
new file mode 100644
index 0000000000..f27f7d14cf
--- /dev/null
+++ b/erpnext/education/doctype/academic_year/academic_year_dashboard.py
@@ -0,0 +1,25 @@
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'fieldname': 'academic_year',
+ 'transactions': [
+ {
+ 'label': _('Student'),
+ 'items': ['Student Admission', 'Student Applicant', 'Student Group', 'Student Log']
+ },
+ {
+ 'label': _('Fee'),
+ 'items': ['Fees', 'Fee Schedule', 'Fee Structure']
+ },
+ {
+ 'label': _('Academic Term and Program'),
+ 'items': ['Academic Term', 'Program Enrollment']
+ },
+ {
+ 'label': _('Assessment'),
+ 'items': ['Assessment Plan', 'Assessment Result']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/article/article.js b/erpnext/education/doctype/article/article.js
index 4c9c6f01f0..edfec26273 100644
--- a/erpnext/education/doctype/article/article.js
+++ b/erpnext/education/doctype/article/article.js
@@ -3,6 +3,54 @@
frappe.ui.form.on('Article', {
refresh: function(frm) {
+ if (!frm.doc.__islocal) {
+ frm.add_custom_button(__('Add to Topics'), function() {
+ frm.trigger('add_article_to_topics');
+ }, __('Action'));
+ }
+ },
+ add_article_to_topics: function(frm) {
+ get_topics_without_article(frm.doc.name).then(r => {
+ if (r.message.length) {
+ frappe.prompt([
+ {
+ fieldname: 'topics',
+ label: __('Topics'),
+ fieldtype: 'MultiSelectPills',
+ get_data: function() {
+ return r.message;
+ }
+ }
+ ],
+ function(data) {
+ frappe.call({
+ method: 'erpnext.education.doctype.topic.topic.add_content_to_topics',
+ args: {
+ 'content_type': 'Article',
+ 'content': frm.doc.name,
+ 'topics': data.topics,
+ },
+ callback: function(r) {
+ if (!r.exc) {
+ frm.reload_doc();
+ }
+ },
+ freeze: true,
+ freeze_message: __('...Adding Article to Topics')
+ });
+ }, __('Add Article to Topics'), __('Add'));
+ } else {
+ frappe.msgprint(__('This article is already added to the existing topics'));
+ }
+ });
}
});
+
+let get_topics_without_article = function(article) {
+ return frappe.call({
+ type: 'GET',
+ method: 'erpnext.education.doctype.article.article.get_topics_without_article',
+ args: {'article': article}
+ });
+};
\ No newline at end of file
diff --git a/erpnext/education/doctype/article/article.py b/erpnext/education/doctype/article/article.py
index 7dc850be37..8ba367da76 100644
--- a/erpnext/education/doctype/article/article.py
+++ b/erpnext/education/doctype/article/article.py
@@ -7,9 +7,15 @@ import frappe
from frappe.model.document import Document
class Article(Document):
-
-
def get_article(self):
pass
-
+@frappe.whitelist()
+def get_topics_without_article(article):
+ data = []
+ for entry in frappe.db.get_all('Topic'):
+ topic = frappe.get_doc('Topic', entry.name)
+ topic_contents = [tc.content for tc in topic.topic_content]
+ if not topic_contents or article not in topic_contents:
+ data.append(topic.name)
+ return data
\ No newline at end of file
diff --git a/erpnext/education/doctype/assessment_group/assessment_group_dashboard.py b/erpnext/education/doctype/assessment_group/assessment_group_dashboard.py
new file mode 100644
index 0000000000..2649d4b90c
--- /dev/null
+++ b/erpnext/education/doctype/assessment_group/assessment_group_dashboard.py
@@ -0,0 +1,15 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'fieldname': 'assessment_group',
+ 'transactions': [
+ {
+ 'label': _('Assessment'),
+ 'items': ['Assessment Plan', 'Assessment Result']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/assessment_plan/assessment_plan.js b/erpnext/education/doctype/assessment_plan/assessment_plan.js
index 0cb642bb6b..c4c56143c3 100644
--- a/erpnext/education/doctype/assessment_plan/assessment_plan.js
+++ b/erpnext/education/doctype/assessment_plan/assessment_plan.js
@@ -2,9 +2,9 @@
// For license information, please see license.txt
-frappe.ui.form.on("Assessment Plan", {
+frappe.ui.form.on('Assessment Plan', {
onload: function(frm) {
- frm.set_query("assessment_group", function(doc, cdt, cdn) {
+ frm.set_query('assessment_group', function(doc, cdt, cdn) {
return{
filters: {
'is_group': 0
@@ -22,20 +22,20 @@ frappe.ui.form.on("Assessment Plan", {
refresh: function(frm) {
if (frm.doc.docstatus == 1) {
- frm.add_custom_button(__("Assessment Result"), function() {
+ frm.add_custom_button(__('Assessment Result Tool'), function() {
frappe.route_options = {
assessment_plan: frm.doc.name,
student_group: frm.doc.student_group
}
- frappe.set_route("Form", "Assessment Result Tool");
- });
+ frappe.set_route('Form', 'Assessment Result Tool');
+ }, __('Tools'));
}
},
course: function(frm) {
if (frm.doc.course && frm.doc.maximum_assessment_score) {
frappe.call({
- method: "erpnext.education.api.get_assessment_criteria",
+ method: 'erpnext.education.api.get_assessment_criteria',
args: {
course: frm.doc.course
},
@@ -43,12 +43,12 @@ frappe.ui.form.on("Assessment Plan", {
if (r.message) {
frm.doc.assessment_criteria = [];
$.each(r.message, function(i, d) {
- var row = frappe.model.add_child(frm.doc, "Assessment Plan Criteria", "assessment_criteria");
+ var row = frappe.model.add_child(frm.doc, 'Assessment Plan Criteria', 'assessment_criteria');
row.assessment_criteria = d.assessment_criteria;
row.maximum_score = d.weightage / 100 * frm.doc.maximum_assessment_score;
});
}
- refresh_field("assessment_criteria");
+ refresh_field('assessment_criteria');
}
});
@@ -56,6 +56,6 @@ frappe.ui.form.on("Assessment Plan", {
},
maximum_assessment_score: function(frm) {
- frm.trigger("course");
+ frm.trigger('course');
}
});
\ No newline at end of file
diff --git a/erpnext/education/doctype/assessment_plan/assessment_plan_dashboard.py b/erpnext/education/doctype/assessment_plan/assessment_plan_dashboard.py
index c36dfb11b5..5e6c29dcdf 100644
--- a/erpnext/education/doctype/assessment_plan/assessment_plan_dashboard.py
+++ b/erpnext/education/doctype/assessment_plan/assessment_plan_dashboard.py
@@ -6,12 +6,16 @@ from frappe import _
def get_data():
return {
'fieldname': 'assessment_plan',
- 'non_standard_fieldnames': {
- },
'transactions': [
{
'label': _('Assessment'),
'items': ['Assessment Result']
}
+ ],
+ 'reports': [
+ {
+ 'label': _('Report'),
+ 'items': ['Assessment Plan Status']
+ }
]
}
\ No newline at end of file
diff --git a/erpnext/education/doctype/assessment_result/assessment_result.js b/erpnext/education/doctype/assessment_result/assessment_result.js
index 84865ca8ec..63d1aee0cb 100644
--- a/erpnext/education/doctype/assessment_result/assessment_result.js
+++ b/erpnext/education/doctype/assessment_result/assessment_result.js
@@ -1,9 +1,16 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on("Assessment Result", {
+frappe.ui.form.on('Assessment Result', {
+ refresh: function(frm) {
+ if (!frm.doc.__islocal) {
+ frm.trigger('setup_chart');
+ }
+ frm.set_df_property('details', 'read_only', 1);
+ },
+
onload: function(frm) {
- frm.set_query('assessment_plan', function(){
+ frm.set_query('assessment_plan', function() {
return {
filters: {
docstatus: 1
@@ -15,48 +22,83 @@ frappe.ui.form.on("Assessment Result", {
assessment_plan: function(frm) {
if (frm.doc.assessment_plan) {
frappe.call({
- method: "erpnext.education.api.get_assessment_details",
+ method: 'erpnext.education.api.get_assessment_details',
args: {
assessment_plan: frm.doc.assessment_plan
},
callback: function(r) {
if (r.message) {
- frm.doc.details = [];
+ frappe.model.clear_table(frm.doc, 'details');
$.each(r.message, function(i, d) {
- var row = frappe.model.add_child(frm.doc, "Assessment Result Detail", "details");
+ var row = frm.add_child('details');
row.assessment_criteria = d.assessment_criteria;
row.maximum_score = d.maximum_score;
});
+ frm.refresh_field('details');
}
- refresh_field("details");
}
});
}
+ },
+
+ setup_chart: function(frm) {
+ let labels = [];
+ let maximum_scores = [];
+ let scores = [];
+ $.each(frm.doc.details, function(_i, e) {
+ labels.push(e.assessment_criteria);
+ maximum_scores.push(e.maximum_score);
+ scores.push(e.score);
+ });
+
+ if (labels.length && maximum_scores.length && scores.length) {
+ frm.dashboard.chart_area.empty().removeClass('hidden');
+ new frappe.Chart('.form-graph', {
+ title: 'Assessment Results',
+ data: {
+ labels: labels,
+ datasets: [
+ {
+ name: 'Maximum Score',
+ chartType: 'bar',
+ values: maximum_scores,
+ },
+ {
+ name: 'Score Obtained',
+ chartType: 'bar',
+ values: scores,
+ }
+ ]
+ },
+ colors: ['#4CA746', '#98D85B'],
+ type: 'bar'
+ });
+ }
}
});
-frappe.ui.form.on("Assessment Result Detail", {
+frappe.ui.form.on('Assessment Result Detail', {
score: function(frm, cdt, cdn) {
var d = locals[cdt][cdn];
- if(!d.maximum_score || !frm.doc.grading_scale) {
- d.score = "";
- frappe.throw(__("Please fill in all the details to generate Assessment Result."));
+ if (!d.maximum_score || !frm.doc.grading_scale) {
+ d.score = '';
+ frappe.throw(__('Please fill in all the details to generate Assessment Result.'));
}
if (d.score > d.maximum_score) {
- frappe.throw(__("Score cannot be greater than Maximum Score"));
+ frappe.throw(__('Score cannot be greater than Maximum Score'));
}
else {
frappe.call({
- method: "erpnext.education.api.get_grade",
+ method: 'erpnext.education.api.get_grade',
args: {
grading_scale: frm.doc.grading_scale,
percentage: ((d.score/d.maximum_score) * 100)
},
callback: function(r) {
if (r.message) {
- frappe.model.set_value(cdt, cdn, "grade", r.message);
+ frappe.model.set_value(cdt, cdn, 'grade', r.message);
}
}
});
diff --git a/erpnext/education/doctype/assessment_result/assessment_result.json b/erpnext/education/doctype/assessment_result/assessment_result.json
index 212d47cff0..7a893aabb8 100644
--- a/erpnext/education/doctype/assessment_result/assessment_result.json
+++ b/erpnext/education/doctype/assessment_result/assessment_result.json
@@ -1,724 +1,182 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
+ "actions": [],
"allow_import": 1,
- "allow_rename": 0,
"autoname": "EDU-RES-.YYYY.-.#####",
- "beta": 0,
"creation": "2015-11-13 17:18:06.468332",
- "custom": 0,
- "docstatus": 0,
"doctype": "DocType",
- "document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
+ "field_order": [
+ "assessment_plan",
+ "program",
+ "course",
+ "academic_year",
+ "academic_term",
+ "column_break_3",
+ "student",
+ "student_name",
+ "student_group",
+ "assessment_group",
+ "grading_scale",
+ "section_break_5",
+ "details",
+ "section_break_8",
+ "maximum_score",
+ "column_break_11",
+ "total_score",
+ "grade",
+ "section_break_13",
+ "comment",
+ "amended_from"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "assessment_plan",
"fieldtype": "Link",
- "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": "Assessment Plan",
- "length": 0,
- "no_copy": 0,
"options": "Assessment Plan",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
+ "reqd": 1
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fetch_from": "assessment_plan.program",
"fieldname": "program",
"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": "Program",
- "length": 0,
- "no_copy": 0,
- "options": "Program",
- "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
+ "options": "Program"
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fetch_from": "assessment_plan.course",
"fieldname": "course",
"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": "Course",
- "length": 0,
- "no_copy": 0,
- "options": "Course",
- "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
+ "options": "Course"
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fetch_from": "assessment_plan.academic_year",
"fieldname": "academic_year",
"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": "Academic Year",
- "length": 0,
- "no_copy": 0,
- "options": "Academic Year",
- "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
+ "options": "Academic Year"
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fetch_from": "assessment_plan.academic_term",
"fieldname": "academic_term",
"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": "Academic Term",
- "length": 0,
- "no_copy": 0,
- "options": "Academic Term",
- "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
+ "options": "Academic Term"
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "column_break_3",
- "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
+ "fieldtype": "Column Break"
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"fieldname": "student",
"fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
"in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 0,
"label": "Student",
- "length": 0,
- "no_copy": 0,
"options": "Student",
- "permlevel": 0,
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}
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+ "links": [],
+ "modified": "2020-08-03 11:47:54.119486",
"modified_by": "Administrator",
"module": "Education",
"name": "Assessment Result",
- "name_case": "",
"owner": "Administrator",
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{
@@ -728,28 +186,18 @@
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"email": 1,
"export": 1,
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- "permlevel": 0,
"print": 1,
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"report": 1,
"role": "Academics User",
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}
],
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"sort_order": "DESC",
- "title_field": "student_name",
- "track_changes": 0,
- "track_seen": 0,
- "track_views": 0
+ "title_field": "student_name"
}
\ No newline at end of file
diff --git a/erpnext/education/doctype/assessment_result/assessment_result_dashboard.py b/erpnext/education/doctype/assessment_result/assessment_result_dashboard.py
new file mode 100644
index 0000000000..438379d08e
--- /dev/null
+++ b/erpnext/education/doctype/assessment_result/assessment_result_dashboard.py
@@ -0,0 +1,14 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'reports': [
+ {
+ 'label': _('Reports'),
+ 'items': ['Final Assessment Grades', 'Course wise Assessment Report']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/assessment_result_detail/assessment_result_detail.json b/erpnext/education/doctype/assessment_result_detail/assessment_result_detail.json
index 85d943beaa..450f41cbbb 100644
--- a/erpnext/education/doctype/assessment_result_detail/assessment_result_detail.json
+++ b/erpnext/education/doctype/assessment_result_detail/assessment_result_detail.json
@@ -1,194 +1,66 @@
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- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "",
- "editable_grid": 1,
- "engine": "InnoDB",
+ "actions": [],
+ "creation": "2016-12-14 17:44:35.583123",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "assessment_criteria",
+ "maximum_score",
+ "column_break_2",
+ "score",
+ "grade"
+ ],
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+ "columns": 4,
+ "fieldname": "assessment_criteria",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Assessment Criteria",
+ "options": "Assessment Criteria",
+ "read_only": 1,
+ "reqd": 1
+ },
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+ "fieldname": "column_break_2",
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+ "columns": 2,
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- "sort_order": "DESC",
- "track_changes": 0,
- "track_seen": 0
+ ],
+ "istable": 1,
+ "links": [],
+ "modified": "2020-07-31 13:27:17.699022",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Assessment Result Detail",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "restrict_to_domain": "Education",
+ "sort_field": "modified",
+ "sort_order": "DESC"
}
\ No newline at end of file
diff --git a/erpnext/education/doctype/course/course.js b/erpnext/education/doctype/course/course.js
index 69329896e0..81e4a8c08d 100644
--- a/erpnext/education/doctype/course/course.js
+++ b/erpnext/education/doctype/course/course.js
@@ -1,41 +1,60 @@
-frappe.ui.form.on("Course", "refresh", function(frm) {
- if(!cur_frm.doc.__islocal) {
- frm.add_custom_button(__("Program"), function() {
- frappe.route_options = {
- "Program Course.course": frm.doc.name
- }
- frappe.set_route("List", "Program");
- });
+frappe.ui.form.on('Course', {
+ refresh: function(frm) {
+ if (!cur_frm.doc.__islocal) {
+ frm.add_custom_button(__('Add to Programs'), function() {
+ frm.trigger('add_course_to_programs')
+ }, __('Action'));
+ }
- frm.add_custom_button(__("Student Group"), function() {
- frappe.route_options = {
- course: frm.doc.name
+ frm.set_query('default_grading_scale', function(){
+ return {
+ filters: {
+ docstatus: 1
+ }
}
- frappe.set_route("List", "Student Group");
});
+ },
- frm.add_custom_button(__("Course Schedule"), function() {
- frappe.route_options = {
- course: frm.doc.name
+ add_course_to_programs: function(frm) {
+ get_programs_without_course(frm.doc.name).then(r => {
+ if (r.message.length) {
+ frappe.prompt([
+ {
+ fieldname: 'programs',
+ label: __('Programs'),
+ fieldtype: 'MultiSelectPills',
+ get_data: function() {
+ return r.message;
+ }
+ },
+ {
+ fieldtype: 'Check',
+ label: __('Is Mandatory'),
+ fieldname: 'mandatory',
+ }
+ ],
+ function(data) {
+ frappe.call({
+ method: 'erpnext.education.doctype.course.course.add_course_to_programs',
+ args: {
+ 'course': frm.doc.name,
+ 'programs': data.programs,
+ 'mandatory': data.mandatory
+ },
+ callback: function(r) {
+ if (!r.exc) {
+ frm.reload_doc();
+ }
+ },
+ freeze: true,
+ freeze_message: __('...Adding Course to Programs')
+ })
+ }, __('Add Course to Programs'), __('Add'));
+ } else {
+ frappe.msgprint(__('This course is already added to the existing programs'));
}
- frappe.set_route("List", "Course Schedule");
- });
-
- frm.add_custom_button(__("Assessment Plan"), function() {
- frappe.route_options = {
- course: frm.doc.name
- }
- frappe.set_route("List", "Assessment Plan");
});
}
-
- frm.set_query('default_grading_scale', function(){
- return {
- filters: {
- docstatus: 1
- }
- }
- });
});
frappe.ui.form.on('Course Topic', {
@@ -50,3 +69,11 @@ frappe.ui.form.on('Course Topic', {
};
}
});
+
+let get_programs_without_course = function(course) {
+ return frappe.call({
+ type: 'GET',
+ method: 'erpnext.education.doctype.course.course.get_programs_without_course',
+ args: {'course': course}
+ });
+}
\ No newline at end of file
diff --git a/erpnext/education/doctype/course/course.py b/erpnext/education/doctype/course/course.py
index 0747a22f8d..06efa54e77 100644
--- a/erpnext/education/doctype/course/course.py
+++ b/erpnext/education/doctype/course/course.py
@@ -4,6 +4,7 @@
from __future__ import unicode_literals
import frappe
+import json
from frappe.model.document import Document
from frappe import _
@@ -17,12 +18,39 @@ class Course(Document):
for criteria in self.assessment_criteria:
total_weightage += criteria.weightage or 0
if total_weightage != 100:
- frappe.throw(_("Total Weightage of all Assessment Criteria must be 100%"))
+ frappe.throw(_('Total Weightage of all Assessment Criteria must be 100%'))
def get_topics(self):
topic_data= []
for topic in self.topics:
- topic_doc = frappe.get_doc("Topic", topic.topic)
+ topic_doc = frappe.get_doc('Topic', topic.topic)
if topic_doc.topic_content:
topic_data.append(topic_doc)
- return topic_data
\ No newline at end of file
+ return topic_data
+
+
+@frappe.whitelist()
+def add_course_to_programs(course, programs, mandatory=False):
+ programs = json.loads(programs)
+ for entry in programs:
+ program = frappe.get_doc('Program', entry)
+ program.append('courses', {
+ 'course': course,
+ 'course_name': course,
+ 'mandatory': mandatory
+ })
+ program.flags.ignore_mandatory = True
+ program.save()
+ frappe.db.commit()
+ frappe.msgprint(_('Course {0} has been added to all the selected programs successfully.').format(frappe.bold(course)),
+ title=_('Programs updated'), indicator='green')
+
+@frappe.whitelist()
+def get_programs_without_course(course):
+ data = []
+ for entry in frappe.db.get_all('Program'):
+ program = frappe.get_doc('Program', entry.name)
+ courses = [c.course for c in program.courses]
+ if not courses or course not in courses:
+ data.append(program.name)
+ return data
\ No newline at end of file
diff --git a/erpnext/education/doctype/course/course_dashboard.py b/erpnext/education/doctype/course/course_dashboard.py
index 752af29a9d..8a570bdc57 100644
--- a/erpnext/education/doctype/course/course_dashboard.py
+++ b/erpnext/education/doctype/course/course_dashboard.py
@@ -6,12 +6,10 @@ from frappe import _
def get_data():
return {
'fieldname': 'course',
- 'non_standard_fieldnames': {
- },
'transactions': [
{
- 'label': _('Course'),
- 'items': ['Course Enrollment', 'Course Schedule']
+ 'label': _('Program and Course'),
+ 'items': ['Program', 'Course Enrollment', 'Course Schedule']
},
{
'label': _('Student'),
@@ -19,7 +17,7 @@ def get_data():
},
{
'label': _('Assessment'),
- 'items': ['Assessment Plan']
+ 'items': ['Assessment Plan', 'Assessment Result']
},
]
}
\ No newline at end of file
diff --git a/erpnext/education/doctype/course_enrollment/course_enrollment_dashboard.py b/erpnext/education/doctype/course_enrollment/course_enrollment_dashboard.py
new file mode 100644
index 0000000000..b9dd457b61
--- /dev/null
+++ b/erpnext/education/doctype/course_enrollment/course_enrollment_dashboard.py
@@ -0,0 +1,15 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'fieldname': 'enrollment',
+ 'transactions': [
+ {
+ 'label': _('Activity'),
+ 'items': ['Course Activity', 'Quiz Activity']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/course_schedule/course_schedule.js b/erpnext/education/doctype/course_schedule/course_schedule.js
index 692c2a8389..4275f6ef2a 100644
--- a/erpnext/education/doctype/course_schedule/course_schedule.js
+++ b/erpnext/education/doctype/course_schedule/course_schedule.js
@@ -4,13 +4,13 @@ cur_frm.add_fetch("student_group", "course", "course")
frappe.ui.form.on("Course Schedule", {
refresh: function(frm) {
if (!frm.doc.__islocal) {
- frm.add_custom_button(__("Attendance"), function() {
+ frm.add_custom_button(__("Mark Attendance"), function() {
frappe.route_options = {
based_on: "Course Schedule",
course_schedule: frm.doc.name
}
frappe.set_route("Form", "Student Attendance Tool");
- });
+ }).addClass("btn-primary");
}
}
});
\ No newline at end of file
diff --git a/erpnext/education/doctype/course_schedule/course_schedule.json b/erpnext/education/doctype/course_schedule/course_schedule.json
index 7346cab438..8c6746bda8 100644
--- a/erpnext/education/doctype/course_schedule/course_schedule.json
+++ b/erpnext/education/doctype/course_schedule/course_schedule.json
@@ -1,520 +1,520 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "naming_series:",
- "beta": 0,
- "creation": "2015-09-09 16:34:04.960369",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 0,
- "engine": "InnoDB",
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 1,
+ "allow_rename": 0,
+ "autoname": "naming_series:",
+ "beta": 0,
+ "creation": "2015-09-09 16:34:04.960369",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 0,
+ "engine": "InnoDB",
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "student_group",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 1,
- "in_list_view": 0,
- "in_standard_filter": 1,
- "label": "Student Group",
- "length": 0,
- "no_copy": 0,
- "options": "Student Group",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "student_group",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 0,
+ "in_standard_filter": 1,
+ "label": "Student Group",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Student Group",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "remember_last_selected_value": 0,
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+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
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- "collapsible": 0,
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- "in_global_search": 0,
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- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "instructor",
+ "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": 1,
+ "label": "Instructor",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Instructor",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "instructor.Instructor_name",
- "fieldname": "instructor_name",
- "fieldtype": "Read Only",
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+ },
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- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "section_break_6",
+ "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,
+ "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
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "default": "Today",
- "fieldname": "schedule_date",
- "fieldtype": "Date",
- "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": "Schedule Date",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
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- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "Today",
+ "fieldname": "schedule_date",
+ "fieldtype": "Date",
+ "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": "Schedule Date",
+ "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
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "room",
- "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": "Room",
- "length": 0,
- "no_copy": 0,
- "options": "Room",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "room",
+ "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": "Room",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Room",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_9",
- "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,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "column_break_9",
+ "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
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "from_time",
- "fieldtype": "Time",
- "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": "From Time",
- "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": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "from_time",
+ "fieldtype": "Time",
+ "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": "From Time",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "to_time",
- "fieldtype": "Time",
- "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": "To Time",
- "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": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "to_time",
+ "fieldtype": "Time",
+ "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": "To Time",
+ "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": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
"unique": 0
- },
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "title",
- "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": "Title",
- "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,
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "title",
+ "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": "Title",
+ "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
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "menu_index": 0,
- "modified": "2018-08-21 14:44:51.827225",
- "modified_by": "Administrator",
- "module": "Education",
- "name": "Course Schedule",
- "name_case": "",
- "owner": "Administrator",
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "menu_index": 0,
+ "modified": "2018-08-21 14:44:51.827225",
+ "modified_by": "Administrator",
+ "module": "Education",
+ "name": "Course Schedule",
+ "name_case": "",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Academics User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
+ "amend": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Academics User",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "restrict_to_domain": "Education",
- "show_name_in_global_search": 0,
- "sort_field": "schedule_date",
- "sort_order": "DESC",
- "title_field": "title",
- "track_changes": 0,
- "track_seen": 0,
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "restrict_to_domain": "Education",
+ "show_name_in_global_search": 0,
+ "sort_field": "schedule_date",
+ "sort_order": "DESC",
+ "title_field": "title",
+ "track_changes": 0,
+ "track_seen": 0,
"track_views": 0
}
\ No newline at end of file
diff --git a/erpnext/education/doctype/course_schedule/course_schedule_dashboard.py b/erpnext/education/doctype/course_schedule/course_schedule_dashboard.py
new file mode 100644
index 0000000000..0866cd6535
--- /dev/null
+++ b/erpnext/education/doctype/course_schedule/course_schedule_dashboard.py
@@ -0,0 +1,15 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'fieldname': 'course_schedule',
+ 'transactions': [
+ {
+ 'label': _('Attendance'),
+ 'items': ['Student Attendance']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/fee_schedule/fee_schedule.js b/erpnext/education/doctype/fee_schedule/fee_schedule.js
index 13383312a8..75dd4469e8 100644
--- a/erpnext/education/doctype/fee_schedule/fee_schedule.js
+++ b/erpnext/education/doctype/fee_schedule/fee_schedule.js
@@ -3,13 +3,13 @@
frappe.ui.form.on('Fee Schedule', {
setup: function(frm) {
- frm.add_fetch("fee_structure", "receivable_account", "receivable_account");
- frm.add_fetch("fee_structure", "income_account", "income_account");
- frm.add_fetch("fee_structure", "cost_center", "cost_center");
+ frm.add_fetch('fee_structure', 'receivable_account', 'receivable_account');
+ frm.add_fetch('fee_structure', 'income_account', 'income_account');
+ frm.add_fetch('fee_structure', 'cost_center', 'cost_center');
},
onload: function(frm) {
- frm.set_query("receivable_account", function(doc) {
+ frm.set_query('receivable_account', function(doc) {
return {
filters: {
'account_type': 'Receivable',
@@ -18,7 +18,8 @@ frappe.ui.form.on('Fee Schedule', {
}
};
});
- frm.set_query("income_account", function(doc) {
+
+ frm.set_query('income_account', function(doc) {
return {
filters: {
'account_type': 'Income Account',
@@ -27,57 +28,59 @@ frappe.ui.form.on('Fee Schedule', {
}
};
});
- frm.set_query("student_group", "student_groups", function() {
+
+ frm.set_query('student_group', 'student_groups', function() {
return {
- "program": frm.doc.program,
- "academic_term": frm.doc.academic_term,
- "academic_year": frm.doc.academic_year,
- "disabled": 0
+ 'program': frm.doc.program,
+ 'academic_term': frm.doc.academic_term,
+ 'academic_year': frm.doc.academic_year,
+ 'disabled': 0
};
});
- frappe.realtime.on("fee_schedule_progress", function(data) {
+
+ frappe.realtime.on('fee_schedule_progress', function(data) {
if (data.reload && data.reload === 1) {
frm.reload_doc();
}
if (data.progress) {
- let progress_bar = $(cur_frm.dashboard.progress_area).find(".progress-bar");
+ let progress_bar = $(cur_frm.dashboard.progress_area).find('.progress-bar');
if (progress_bar) {
- $(progress_bar).removeClass("progress-bar-danger").addClass("progress-bar-success progress-bar-striped");
- $(progress_bar).css("width", data.progress+"%");
+ $(progress_bar).removeClass('progress-bar-danger').addClass('progress-bar-success progress-bar-striped');
+ $(progress_bar).css('width', data.progress+'%');
}
}
});
},
refresh: function(frm) {
- if(!frm.doc.__islocal && frm.doc.__onload && frm.doc.__onload.dashboard_info &&
- frm.doc.fee_creation_status=="Successful") {
+ if (!frm.doc.__islocal && frm.doc.__onload && frm.doc.__onload.dashboard_info &&
+ frm.doc.fee_creation_status === 'Successful') {
var info = frm.doc.__onload.dashboard_info;
frm.dashboard.add_indicator(__('Total Collected: {0}', [format_currency(info.total_paid,
info.currency)]), 'blue');
frm.dashboard.add_indicator(__('Total Outstanding: {0}', [format_currency(info.total_unpaid,
info.currency)]), info.total_unpaid ? 'orange' : 'green');
}
- if (frm.doc.fee_creation_status=="In Process") {
- frm.dashboard.add_progress("Fee Creation Status", "0");
+ if (frm.doc.fee_creation_status === 'In Process') {
+ frm.dashboard.add_progress('Fee Creation Status', '0');
}
- if (frm.doc.docstatus==1 && !frm.doc.fee_creation_status || frm.doc.fee_creation_status == "Failed") {
+ if (frm.doc.docstatus === 1 && !frm.doc.fee_creation_status || frm.doc.fee_creation_status === 'Failed') {
frm.add_custom_button(__('Create Fees'), function() {
frappe.call({
- method: "create_fees",
+ method: 'create_fees',
doc: frm.doc,
callback: function() {
frm.refresh();
}
});
- }, "fa fa-play", "btn-success");
+ }).addClass('btn-primary');;
}
- if (frm.doc.fee_creation_status == "Successful") {
- frm.add_custom_button(__("View Fees Records"), function() {
+ if (frm.doc.fee_creation_status === 'Successful') {
+ frm.add_custom_button(__('View Fees Records'), function() {
frappe.route_options = {
fee_schedule: frm.doc.name
};
- frappe.set_route("List", "Fees");
+ frappe.set_route('List', 'Fees');
});
}
@@ -86,35 +89,35 @@ frappe.ui.form.on('Fee Schedule', {
fee_structure: function(frm) {
if (frm.doc.fee_structure) {
frappe.call({
- method: "erpnext.education.doctype.fee_schedule.fee_schedule.get_fee_structure",
+ method: 'erpnext.education.doctype.fee_schedule.fee_schedule.get_fee_structure',
args: {
- "target_doc": frm.doc.name,
- "source_name": frm.doc.fee_structure
+ 'target_doc': frm.doc.name,
+ 'source_name': frm.doc.fee_structure
},
callback: function(r) {
var doc = frappe.model.sync(r.message);
- frappe.set_route("Form", doc[0].doctype, doc[0].name);
+ frappe.set_route('Form', doc[0].doctype, doc[0].name);
}
});
}
}
});
-frappe.ui.form.on("Fee Schedule Student Group", {
+frappe.ui.form.on('Fee Schedule Student Group', {
student_group: function(frm, cdt, cdn) {
var row = locals[cdt][cdn];
if (row.student_group && frm.doc.academic_year) {
frappe.call({
- method: "erpnext.education.doctype.fee_schedule.fee_schedule.get_total_students",
+ method: 'erpnext.education.doctype.fee_schedule.fee_schedule.get_total_students',
args: {
- "student_group": row.student_group,
- "academic_year": frm.doc.academic_year,
- "academic_term": frm.doc.academic_term,
- "student_category": frm.doc.student_category
+ 'student_group': row.student_group,
+ 'academic_year': frm.doc.academic_year,
+ 'academic_term': frm.doc.academic_term,
+ 'student_category': frm.doc.student_category
},
callback: function(r) {
- if(!r.exc) {
- frappe.model.set_value(cdt, cdn, "total_students", r.message);
+ if (!r.exc) {
+ frappe.model.set_value(cdt, cdn, 'total_students', r.message);
}
}
});
diff --git a/erpnext/education/doctype/fee_schedule/fee_schedule.json b/erpnext/education/doctype/fee_schedule/fee_schedule.json
index 791831810a..23b3212db2 100644
--- a/erpnext/education/doctype/fee_schedule/fee_schedule.json
+++ b/erpnext/education/doctype/fee_schedule/fee_schedule.json
@@ -168,6 +168,7 @@
"fieldname": "grand_total_in_words",
"fieldtype": "Data",
"label": "In Words",
+ "length": 240,
"read_only": 1
},
{
@@ -272,7 +273,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-05-15 08:39:20.682837",
+ "modified": "2020-07-18 05:11:49.905457",
"modified_by": "Administrator",
"module": "Education",
"name": "Fee Schedule",
diff --git a/erpnext/education/doctype/fee_schedule/fee_schedule_dashboard.py b/erpnext/education/doctype/fee_schedule/fee_schedule_dashboard.py
new file mode 100644
index 0000000000..acfe400219
--- /dev/null
+++ b/erpnext/education/doctype/fee_schedule/fee_schedule_dashboard.py
@@ -0,0 +1,13 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+from __future__ import unicode_literals
+
+def get_data():
+ return {
+ 'fieldname': 'fee_schedule',
+ 'transactions': [
+ {
+ 'items': ['Fees']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/education/doctype/fee_structure/fee_structure.js b/erpnext/education/doctype/fee_structure/fee_structure.js
index f09d2efcb9..b331c6d3c0 100644
--- a/erpnext/education/doctype/fee_structure/fee_structure.js
+++ b/erpnext/education/doctype/fee_structure/fee_structure.js
@@ -3,21 +3,21 @@
frappe.ui.form.on('Fee Structure', {
setup: function(frm) {
- frm.add_fetch("company", "default_receivable_account", "receivable_account");
- frm.add_fetch("company", "default_income_account", "income_account");
- frm.add_fetch("company", "cost_center", "cost_center");
+ frm.add_fetch('company', 'default_receivable_account', 'receivable_account');
+ frm.add_fetch('company', 'default_income_account', 'income_account');
+ frm.add_fetch('company', 'cost_center', 'cost_center');
},
onload: function(frm) {
- frm.set_query("academic_term", function() {
+ frm.set_query('academic_term', function() {
return {
- "filters": {
- "academic_year": frm.doc.academic_year
+ 'filters': {
+ 'academic_year': frm.doc.academic_year
}
};
});
- frm.set_query("receivable_account", function(doc) {
+ frm.set_query('receivable_account', function(doc) {
return {
filters: {
'account_type': 'Receivable',
@@ -26,7 +26,7 @@ frappe.ui.form.on('Fee Structure', {
}
};
});
- frm.set_query("income_account", function(doc) {
+ frm.set_query('income_account', function(doc) {
return {
filters: {
'account_type': 'Income Account',
@@ -38,27 +38,27 @@ frappe.ui.form.on('Fee Structure', {
},
refresh: function(frm) {
- if(frm.doc.docstatus === 1) {
+ if (frm.doc.docstatus === 1) {
frm.add_custom_button(__('Create Fee Schedule'), function() {
frm.events.make_fee_schedule(frm);
- });
+ }).addClass('btn-primary');
}
},
make_fee_schedule: function(frm) {
frappe.model.open_mapped_doc({
- method: "erpnext.education.doctype.fee_structure.fee_structure.make_fee_schedule",
+ method: 'erpnext.education.doctype.fee_structure.fee_structure.make_fee_schedule',
frm: frm
});
}
});
-frappe.ui.form.on("Fee Component", {
+frappe.ui.form.on('Fee Component', {
amount: function(frm) {
var total_amount = 0;
- for(var i=0;i', + { name: y[0], lab_test: y[1], encounter: y[2], invoiced: y[3], practitioner: y[4], practitioner_name: y[5], date: y[6] }) + ).appendTo(html_field); + + row.find("a").click(function () { + frm.doc.template = $(this).attr('data-lab-test'); + frm.doc.prescription = $(this).attr('data-name'); + frm.doc.practitioner = $(this).attr('data-practitioner'); + frm.set_df_property('template', 'read_only', 1); + frm.set_df_property('patient', 'read_only', 1); + frm.set_df_property('practitioner', 'read_only', 1); frm.doc.invoiced = 0; - if($(this).attr("data-invoiced") == 1){ + if ($(this).attr('data-invoiced') === 1) { frm.doc.invoiced = 1; } - refresh_field("invoiced"); - refresh_field("template"); + refresh_field('invoiced'); + refresh_field('template'); d.hide(); return false; }); }); - if(!result.length){ - var msg = __("No Lab Tests found for the Patient {0}", [frm.doc.patient_name.bold()]); + if (!lab_test_list.length) { + var msg = __('No Lab Tests found for the Patient {0}', [frm.doc.patient_name.bold()]); html_field.empty(); - $(repl('
%(msg)s
', {msg: msg})).appendTo(html_field);
+ $(repl('%(msg)s
', { msg: msg })).appendTo(html_field);
}
d.show();
};
-cur_frm.cscript.custom_before_submit = function(doc) {
- if(doc.normal_test_items){
- for(let result in doc.normal_test_items){
- if(!doc.normal_test_items[result].result_value && doc.normal_test_items[result].require_result_value == 1){
- frappe.msgprint(__("Please input all required Result Value(s)"));
- throw("Error");
+cur_frm.cscript.custom_before_submit = function (doc) {
+ if (doc.normal_test_items) {
+ for (let result in doc.normal_test_items) {
+ if (!doc.normal_test_items[result].result_value && !doc.normal_test_items[result].allow_blank && doc.normal_test_items[result].require_result_value) {
+ frappe.throw(__('Please input all required result values'));
}
}
}
- if(doc.special_test_items){
- for(let result in doc.special_test_items){
- if(!doc.special_test_items[result].result_value && doc.special_test_items[result].require_result_value == 1){
- frappe.msgprint(__("Please input all required Result Value(s)"));
- throw("Error");
+ if (doc.descriptive_test_items) {
+ for (let result in doc.descriptive_test_items) {
+ if (!doc.descriptive_test_items[result].result_value && !doc.descriptive_test_items[result].allow_blank && doc.descriptive_test_items[result].require_result_value) {
+ frappe.throw(__('Please input all required result values'));
}
}
}
};
-var make_dialog = function(frm, emailed, printed) {
+var make_dialog = function (frm, emailed, printed) {
var number = frm.doc.mobile;
var dialog = new frappe.ui.Dialog({
title: 'Send SMS',
width: 400,
fields: [
- {fieldname:'sms_type', fieldtype:'Select', label:'Type', options:
- ['Emailed','Printed']},
- {fieldname:'number', fieldtype:'Data', label:'Mobile Number', reqd:1},
- {fieldname:'messages_label', fieldtype:'HTML'},
- {fieldname:'messages', fieldtype:'HTML', reqd:1}
+ { fieldname: 'sms_type', fieldtype: 'Select', label: 'Type', options: ['Emailed', 'Printed'] },
+ { fieldname: 'number', fieldtype: 'Data', label: 'Mobile Number', reqd: 1 },
+ { fieldname: 'message', fieldtype: 'Small Text', label: 'Message', reqd: 1 }
],
- primary_action_label: __("Send"),
- primary_action : function(){
+ primary_action_label: __('Send'),
+ primary_action: function () {
var values = dialog.fields_dict;
- if(!values){
+ if (!values) {
return;
}
- send_sms(values,frm);
+ send_sms(values, frm);
dialog.hide();
}
});
- if(frm.doc.report_preference == "Email"){
+ if (frm.doc.report_preference == 'Print') {
dialog.set_values({
- 'sms_type': "Emailed",
- 'number': number
+ 'sms_type': 'Printed',
+ 'number': number,
+ 'message': printed
});
- dialog.fields_dict.messages_label.html("Message".bold());
- dialog.fields_dict.messages.html(emailed);
- }else{
+ } else {
dialog.set_values({
- 'sms_type': "Printed",
- 'number': number
+ 'sms_type': 'Emailed',
+ 'number': number,
+ 'message': emailed
});
- dialog.fields_dict.messages_label.html("Message".bold());
- dialog.fields_dict.messages.html(printed);
}
var fd = dialog.fields_dict;
- $(fd.sms_type.input).change(function(){
- if(dialog.get_value('sms_type') == 'Emailed'){
+ $(fd.sms_type.input).change(function () {
+ if (dialog.get_value('sms_type') == 'Emailed') {
dialog.set_values({
- 'number': number
+ 'number': number,
+ 'message': emailed
});
- fd.messages_label.html("Message".bold());
- fd.messages.html(emailed);
- }else{
+ } else {
dialog.set_values({
- 'number': number
+ 'number': number,
+ 'message': printed
});
- fd.messages_label.html("Message".bold());
- fd.messages.html(printed);
}
});
dialog.show();
};
-var send_sms = function(v,frm){
- var doc = frm.doc;
- var number = v.number.last_value;
- var messages = v.messages.wrapper.innerText;
+var send_sms = function (vals, frm) {
+ var number = vals.number.value;
+ var message = vals.message.last_value;
+
+ if (!number || !message) {
+ frappe.throw(__('Did not send SMS, missing patient mobile number or message content.'));
+ }
frappe.call({
- method: "frappe.core.doctype.sms_settings.sms_settings.send_sms",
+ method: 'frappe.core.doctype.sms_settings.sms_settings.send_sms',
args: {
receiver_list: [number],
- msg: messages
+ msg: message
},
- callback: function(r) {
- if(r.exc) {frappe.msgprint(r.exc); return; }
- else{
- frappe.call({
- method: "erpnext.healthcare.doctype.lab_test.lab_test.update_lab_test_print_sms_email_status",
- args: {print_sms_email: "sms_sent", name: doc.name},
- callback: function(){
- cur_frm.reload_doc();
- }
- });
+ callback: function (r) {
+ if (r.exc) {
+ frappe.msgprint(r.exc);
+ } else {
+ frm.reload_doc();
}
}
});
};
-var calculate_age = function(birth) {
- var ageMS = Date.parse(Date()) - Date.parse(birth);
- var age = new Date();
+var calculate_age = function (dob) {
+ var ageMS = Date.parse(Date()) - Date.parse(dob);
+ var age = new Date();
age.setTime(ageMS);
- var years = age.getFullYear() - 1970;
- return years + " Year(s) " + age.getMonth() + " Month(s) " + age.getDate() + " Day(s)";
+ var years = age.getFullYear() - 1970;
+ return years + ' Year(s) ' + age.getMonth() + ' Month(s) ' + age.getDate() + ' Day(s)';
};
diff --git a/erpnext/healthcare/doctype/lab_test/lab_test.json b/erpnext/healthcare/doctype/lab_test/lab_test.json
index 88eeb46a24..2eb8014b7e 100644
--- a/erpnext/healthcare/doctype/lab_test/lab_test.json
+++ b/erpnext/healthcare/doctype/lab_test/lab_test.json
@@ -10,49 +10,63 @@
"engine": "InnoDB",
"field_order": [
"naming_series",
+ "template",
+ "lab_test_name",
+ "lab_test_group",
+ "medical_code",
+ "department",
+ "column_break_26",
+ "company",
+ "status",
+ "submitted_date",
+ "result_date",
+ "approved_date",
+ "expected_result_date",
+ "expected_result_time",
+ "printed_on",
+ "invoiced",
+ "sb_first",
"patient",
"patient_name",
"patient_age",
"patient_sex",
+ "inpatient_record",
"report_preference",
"email",
"mobile",
- "practitioner",
"c_b",
- "inpatient_record",
- "company",
- "department",
- "status",
- "submitted_date",
- "approved_date",
- "sample",
- "result_date",
+ "practitioner",
+ "practitioner_name",
+ "requesting_department",
"employee",
"employee_name",
"employee_designation",
"user",
- "invoiced",
- "sb_first",
- "template",
- "lab_test_name",
- "column_break_26",
- "medical_code",
- "lab_test_group",
+ "sample",
"sb_normal",
+ "lab_test_html",
"normal_test_items",
- "sb_special",
- "special_test_items",
+ "sb_descriptive",
+ "descriptive_test_items",
+ "organisms_section",
+ "organism_test_items",
"sb_sensitivity",
"sensitivity_test_items",
"sb_comments",
"lab_test_comment",
"sb_customresult",
"custom_result",
+ "worksheet_section",
+ "worksheet_instructions",
+ "result_legend_section",
+ "legend_print_position",
+ "result_legend",
+ "section_break_50",
"email_sent",
"sms_sent",
"printed",
"normal_toggle",
- "special_toggle",
+ "descriptive_toggle",
"sensitivity_toggle",
"amended_from",
"prescription"
@@ -89,7 +103,6 @@
"fieldname": "patient",
"fieldtype": "Link",
"ignore_user_permissions": 1,
- "in_list_view": 1,
"in_standard_filter": 1,
"label": "Patient",
"options": "Patient",
@@ -120,6 +133,7 @@
"label": "Gender",
"options": "Gender",
"print_hide": 1,
+ "read_only": 1,
"report_hide": 1,
"reqd": 1,
"set_only_once": 1
@@ -128,11 +142,14 @@
"fieldname": "practitioner",
"fieldtype": "Link",
"ignore_user_permissions": 1,
- "label": "Healthcare Practitioner",
+ "in_list_view": 1,
+ "label": "Requesting Practitioner",
+ "no_copy": 1,
"options": "Healthcare Practitioner",
"search_index": 1
},
{
+ "fetch_from": "patient.email",
"fieldname": "email",
"fieldtype": "Data",
"hidden": 1,
@@ -142,6 +159,7 @@
"report_hide": 1
},
{
+ "fetch_from": "patient.mobile",
"fieldname": "mobile",
"fieldtype": "Data",
"hidden": 1,
@@ -166,21 +184,23 @@
"print_hide": 1
},
{
+ "fetch_from": "template.department",
"fieldname": "department",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"in_standard_filter": 1,
"label": "Department",
"options": "Medical Department",
+ "read_only": 1,
"search_index": 1
},
{
"fieldname": "status",
"fieldtype": "Select",
- "hidden": 1,
"label": "Status",
"options": "Draft\nCompleted\nApproved\nRejected\nCancelled",
"print_hide": 1,
+ "read_only": 1,
"report_hide": 1,
"search_index": 1
},
@@ -211,16 +231,39 @@
"read_only": 1,
"report_hide": 1
},
+ {
+ "default": "Today",
+ "fieldname": "expected_result_date",
+ "fieldtype": "Date",
+ "hidden": 1,
+ "label": "Expected Result Date",
+ "read_only": 1
+ },
+ {
+ "fieldname": "expected_result_time",
+ "fieldtype": "Time",
+ "hidden": 1,
+ "label": "Expected Result Time",
+ "read_only": 1
+ },
{
"fieldname": "result_date",
"fieldtype": "Date",
+ "hidden": 1,
"label": "Result Date",
"search_index": 1
},
+ {
+ "allow_on_submit": 1,
+ "fieldname": "printed_on",
+ "fieldtype": "Datetime",
+ "label": "Printed on",
+ "read_only": 1
+ },
{
"fieldname": "employee",
"fieldtype": "Link",
- "label": "Lab Technician",
+ "label": "Employee (Lab Technician)",
"no_copy": 1,
"options": "Employee",
"print_hide": 1,
@@ -230,7 +273,7 @@
"fetch_from": "employee.employee_name",
"fieldname": "employee_name",
"fieldtype": "Data",
- "label": "Technician Name",
+ "label": "Lab Technician Name",
"no_copy": 1,
"print_hide": 1,
"read_only": 1,
@@ -240,7 +283,7 @@
"fetch_from": "employee.designation",
"fieldname": "employee_designation",
"fieldtype": "Data",
- "label": "Designation",
+ "label": "Lab Technician Designation",
"no_copy": 1,
"print_hide": 1,
"read_only": 1,
@@ -257,6 +300,7 @@
"report_hide": 1
},
{
+ "fetch_from": "patient.report_preference",
"fieldname": "report_preference",
"fieldtype": "Data",
"label": "Report Preference",
@@ -272,7 +316,6 @@
"fieldname": "lab_test_name",
"fieldtype": "Data",
"in_list_view": 1,
- "in_standard_filter": 1,
"label": "Test Name",
"no_copy": 1,
"print_hide": 1,
@@ -280,14 +323,11 @@
"report_hide": 1,
"search_index": 1
},
- {
- "fieldname": "column_break_26",
- "fieldtype": "Column Break"
- },
{
"fieldname": "template",
"fieldtype": "Link",
"ignore_user_permissions": 1,
+ "in_standard_filter": 1,
"label": "Test Template",
"options": "Lab Test Template",
"print_hide": 1,
@@ -304,6 +344,14 @@
"print_hide": 1,
"report_hide": 1
},
+ {
+ "fetch_from": "template.medical_code",
+ "fieldname": "medical_code",
+ "fieldtype": "Link",
+ "label": "Medical Code",
+ "options": "Medical Code",
+ "read_only": 1
+ },
{
"fieldname": "sb_normal",
"fieldtype": "Section Break"
@@ -311,19 +359,18 @@
{
"fieldname": "normal_test_items",
"fieldtype": "Table",
- "options": "Normal Test Items"
+ "options": "Normal Test Result",
+ "print_hide": 1
},
{
- "fieldname": "sb_special",
+ "fieldname": "lab_test_html",
+ "fieldtype": "HTML"
+ },
+ {
+ "depends_on": "descriptive_toggle",
+ "fieldname": "organisms_section",
"fieldtype": "Section Break"
},
- {
- "fieldname": "special_test_items",
- "fieldtype": "Table",
- "options": "Special Test Items",
- "print_hide": 1,
- "report_hide": 1
- },
{
"fieldname": "sb_sensitivity",
"fieldtype": "Section Break"
@@ -331,7 +378,7 @@
{
"fieldname": "sensitivity_test_items",
"fieldtype": "Table",
- "options": "Sensitivity Test Items",
+ "options": "Sensitivity Test Result",
"print_hide": 1,
"report_hide": 1
},
@@ -343,7 +390,8 @@
"fieldname": "lab_test_comment",
"fieldtype": "Text",
"ignore_xss_filter": 1,
- "label": "Comments"
+ "label": "Comments",
+ "print_hide": 1
},
{
"collapsible": 1,
@@ -355,7 +403,8 @@
"fieldname": "custom_result",
"fieldtype": "Text Editor",
"ignore_xss_filter": 1,
- "label": "Custom Result"
+ "label": "Custom Result",
+ "print_hide": 1
},
{
"default": "0",
@@ -389,14 +438,6 @@
"print_hide": 1,
"report_hide": 1
},
- {
- "default": "0",
- "fieldname": "special_toggle",
- "fieldtype": "Check",
- "hidden": 1,
- "print_hide": 1,
- "report_hide": 1
- },
{
"default": "0",
"fieldname": "sensitivity_toggle",
@@ -427,17 +468,89 @@
"report_hide": 1
},
{
- "fetch_from": "template.medical_code",
- "fieldname": "medical_code",
+ "fieldname": "column_break_26",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fetch_from": "practitioner.department",
+ "fieldname": "requesting_department",
"fieldtype": "Link",
- "label": "Medical Code",
- "options": "Medical Code",
+ "in_list_view": 1,
+ "label": "Requesting Department",
+ "options": "Medical Department",
"read_only": 1
+ },
+ {
+ "fetch_from": "practitioner.practitioner_name",
+ "fieldname": "practitioner_name",
+ "fieldtype": "Data",
+ "label": "Requesting Practitioner",
+ "read_only": 1
+ },
+ {
+ "collapsible": 1,
+ "fieldname": "result_legend_section",
+ "fieldtype": "Section Break",
+ "label": "Result Legend Print"
+ },
+ {
+ "fieldname": "legend_print_position",
+ "fieldtype": "Select",
+ "label": "Print Position",
+ "options": "\nBottom\nTop\nBoth",
+ "print_hide": 1
+ },
+ {
+ "fieldname": "result_legend",
+ "fieldtype": "Text Editor",
+ "label": "Result Legend",
+ "print_hide": 1
+ },
+ {
+ "fieldname": "section_break_50",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "worksheet_instructions",
+ "fieldtype": "Text Editor",
+ "label": "Worksheet Instructions",
+ "print_hide": 1
+ },
+ {
+ "collapsible": 1,
+ "fieldname": "worksheet_section",
+ "fieldtype": "Section Break",
+ "label": "Worksheet Print"
+ },
+ {
+ "fieldname": "descriptive_test_items",
+ "fieldtype": "Table",
+ "options": "Descriptive Test Result",
+ "print_hide": 1,
+ "report_hide": 1
+ },
+ {
+ "fieldname": "sb_descriptive",
+ "fieldtype": "Section Break"
+ },
+ {
+ "default": "0",
+ "fieldname": "descriptive_toggle",
+ "fieldtype": "Check",
+ "hidden": 1,
+ "print_hide": 1,
+ "report_hide": 1
+ },
+ {
+ "fieldname": "organism_test_items",
+ "fieldtype": "Table",
+ "options": "Organism Test Result",
+ "print_hide": 1
}
],
"is_submittable": 1,
"links": [],
- "modified": "2020-06-29 14:24:26.509721",
+ "modified": "2020-07-16 13:35:24.811062",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Lab Test",
diff --git a/erpnext/healthcare/doctype/lab_test/lab_test.py b/erpnext/healthcare/doctype/lab_test/lab_test.py
index b2c5e6bf43..865f4a14e3 100644
--- a/erpnext/healthcare/doctype/lab_test/lab_test.py
+++ b/erpnext/healthcare/doctype/lab_test/lab_test.py
@@ -10,26 +10,30 @@ from frappe.utils import getdate, cstr
class LabTest(Document):
def on_submit(self):
- frappe.db.set_value(self.doctype,self.name,"submitted_date", getdate())
+ self.db_set('submitted_date', getdate())
+ self.db_set('status', 'Completed')
insert_lab_test_to_medical_record(self)
- frappe.db.set_value("Lab Test", self.name, "status", "Completed")
def on_cancel(self):
delete_lab_test_from_medical_record(self)
- frappe.db.set_value("Lab Test", self.name, "status", "Cancelled")
+ self.db_set('status', 'Cancelled')
self.reload()
+ def validate(self):
+ if not self.is_new():
+ self.set_secondary_uom_result()
+
def on_update(self):
- if(self.sensitivity_test_items):
+ if self.sensitivity_test_items:
sensitivity = sorted(self.sensitivity_test_items, key=lambda x: x.antibiotic_sensitivity)
for i, item in enumerate(sensitivity):
- item.idx = i+1
+ item.idx = i + 1
self.sensitivity_test_items = sensitivity
def after_insert(self):
- if(self.prescription):
- frappe.db.set_value("Lab Prescription", self.prescription, "lab_test_created", 1)
- if frappe.db.get_value("Lab Prescription", self.prescription, 'invoiced') == 1:
+ if self.prescription:
+ frappe.db.set_value('Lab Prescription', self.prescription, 'lab_test_created', 1)
+ if frappe.db.get_value('Lab Prescription', self.prescription, 'invoiced'):
self.invoiced = True
if not self.lab_test_name and self.template:
self.load_test_from_template()
@@ -40,109 +44,110 @@ class LabTest(Document):
create_test_from_template(lab_test)
self.reload()
+ def set_secondary_uom_result(self):
+ for item in self.normal_test_items:
+ if item.result_value and item.secondary_uom and item.conversion_factor:
+ try:
+ item.secondary_uom_result = float(item.result_value) * float(item.conversion_factor)
+ except:
+ item.secondary_uom_result = ''
+ frappe.msgprint(_('Result for Secondary UOM not calculated for row #{0}'.format(item.idx)), title = _('Warning'))
+
+
def create_test_from_template(lab_test):
- template = frappe.get_doc("Lab Test Template", lab_test.template)
- patient = frappe.get_doc("Patient", lab_test.patient)
+ template = frappe.get_doc('Lab Test Template', lab_test.template)
+ patient = frappe.get_doc('Patient', lab_test.patient)
lab_test.lab_test_name = template.lab_test_name
lab_test.result_date = getdate()
lab_test.department = template.department
lab_test.lab_test_group = template.lab_test_group
+ lab_test.legend_print_position = template.legend_print_position
+ lab_test.result_legend = template.result_legend
+ lab_test.worksheet_instructions = template.worksheet_instructions
lab_test = create_sample_collection(lab_test, template, patient, None)
lab_test = load_result_format(lab_test, template, None, None)
@frappe.whitelist()
def update_status(status, name):
- frappe.db.sql("""update `tabLab Test` set status=%s, approved_date=%s where name = %s""", (status, getdate(), name))
-
-@frappe.whitelist()
-def update_lab_test_print_sms_email_status(print_sms_email, name):
- frappe.db.set_value("Lab Test",name,print_sms_email,1)
+ if name and status:
+ frappe.db.set_value('Lab Test', name, {
+ 'status': status,
+ 'approved_date': getdate()
+ })
@frappe.whitelist()
def create_multiple(doctype, docname):
+ if not doctype or not docname:
+ frappe.throw(_('Sales Invoice or Patient Encounter is required to create Lab Tests'), title=_('Insufficient Data'))
+
lab_test_created = False
- if doctype == "Sales Invoice":
+ if doctype == 'Sales Invoice':
lab_test_created = create_lab_test_from_invoice(docname)
- elif doctype == "Patient Encounter":
+ elif doctype == 'Patient Encounter':
lab_test_created = create_lab_test_from_encounter(docname)
if lab_test_created:
- frappe.msgprint(_("Lab Test(s) {0} created".format(lab_test_created)))
+ frappe.msgprint(_('Lab Test(s) {0} created'.format(lab_test_created)))
else:
- frappe.msgprint(_("No Lab Tests created"))
+ frappe.msgprint(_('No Lab Tests created'))
-def create_lab_test_from_encounter(encounter_id):
+def create_lab_test_from_encounter(encounter):
lab_test_created = False
- encounter = frappe.get_doc("Patient Encounter", encounter_id)
+ encounter = frappe.get_doc('Patient Encounter', encounter)
- lab_test_ids = frappe.db.sql("""select lp.name, lp.lab_test_code, lp.invoiced
- from `tabPatient Encounter` et, `tabLab Prescription` lp
- where et.patient=%s and lp.parent=%s and
- lp.parent=et.name and lp.lab_test_created=0 and et.docstatus=1""", (encounter.patient, encounter_id))
-
- if lab_test_ids:
- patient = frappe.get_doc("Patient", encounter.patient)
- for lab_test_id in lab_test_ids:
- template = get_lab_test_template(lab_test_id[1])
- if template:
- lab_test = create_lab_test_doc(lab_test_id[2], encounter.practitioner, patient, template, encounter.company)
- lab_test.save(ignore_permissions = True)
- frappe.db.set_value("Lab Prescription", lab_test_id[0], "lab_test_created", 1)
- if not lab_test_created:
- lab_test_created = lab_test.name
- else:
- lab_test_created += ", "+lab_test.name
+ if encounter and encounter.lab_test_prescription:
+ patient = frappe.get_doc('Patient', encounter.patient)
+ for item in encounter.lab_test_prescription:
+ if not item.lab_test_created:
+ template = get_lab_test_template(item.lab_test_code)
+ if template:
+ lab_test = create_lab_test_doc(item.invoiced, encounter.practitioner, patient, template, encounter.company)
+ lab_test.save(ignore_permissions = True)
+ frappe.db.set_value('Lab Prescription', item.name, 'lab_test_created', 1)
+ if not lab_test_created:
+ lab_test_created = lab_test.name
+ else:
+ lab_test_created += ', ' + lab_test.name
return lab_test_created
-def create_lab_test_from_invoice(invoice_name):
+def create_lab_test_from_invoice(sales_invoice):
lab_tests_created = False
- invoice = frappe.get_doc("Sales Invoice", invoice_name)
- if invoice.patient:
- patient = frappe.get_doc("Patient", invoice.patient)
+ invoice = frappe.get_doc('Sales Invoice', sales_invoice)
+ if invoice and invoice.patient:
+ patient = frappe.get_doc('Patient', invoice.patient)
for item in invoice.items:
lab_test_created = 0
- if item.reference_dt == "Lab Prescription":
- lab_test_created = frappe.db.get_value("Lab Prescription", item.reference_dn, "lab_test_created")
- elif item.reference_dt == "Lab Test":
+ if item.reference_dt == 'Lab Prescription':
+ lab_test_created = frappe.db.get_value('Lab Prescription', item.reference_dn, 'lab_test_created')
+ elif item.reference_dt == 'Lab Test':
lab_test_created = 1
if lab_test_created != 1:
template = get_lab_test_template(item.item_code)
if template:
lab_test = create_lab_test_doc(True, invoice.ref_practitioner, patient, template, invoice.company)
- if item.reference_dt == "Lab Prescription":
+ if item.reference_dt == 'Lab Prescription':
lab_test.prescription = item.reference_dn
lab_test.save(ignore_permissions = True)
- if item.reference_dt != "Lab Prescription":
- frappe.db.set_value("Sales Invoice Item", item.name, "reference_dt", "Lab Test")
- frappe.db.set_value("Sales Invoice Item", item.name, "reference_dn", lab_test.name)
+ if item.reference_dt != 'Lab Prescription':
+ frappe.db.set_value('Sales Invoice Item', item.name, 'reference_dt', 'Lab Test')
+ frappe.db.set_value('Sales Invoice Item', item.name, 'reference_dn', lab_test.name)
if not lab_tests_created:
lab_tests_created = lab_test.name
else:
- lab_tests_created += ", " + lab_test.name
+ lab_tests_created += ', ' + lab_test.name
return lab_tests_created
def get_lab_test_template(item):
- template_id = check_template_exists(item)
+ template_id = frappe.db.exists('Lab Test Template', {'item': item})
if template_id:
- return frappe.get_doc("Lab Test Template", template_id)
- return False
-
-def check_template_exists(item):
- template_exists = frappe.db.exists(
- "Lab Test Template",
- {
- 'item': item
- }
- )
- if template_exists:
- return template_exists
+ return frappe.get_doc('Lab Test Template', template_id)
return False
def create_lab_test_doc(invoiced, practitioner, patient, template, company):
- lab_test = frappe.new_doc("Lab Test")
+ lab_test = frappe.new_doc('Lab Test')
lab_test.invoiced = invoiced
lab_test.practitioner = practitioner
lab_test.patient = patient.name
@@ -159,63 +164,71 @@ def create_lab_test_doc(invoiced, practitioner, patient, template, company):
return lab_test
def create_normals(template, lab_test):
- lab_test.normal_toggle = "1"
- normal = lab_test.append("normal_test_items")
+ lab_test.normal_toggle = 1
+ normal = lab_test.append('normal_test_items')
normal.lab_test_name = template.lab_test_name
normal.lab_test_uom = template.lab_test_uom
+ normal.secondary_uom = template.secondary_uom
+ normal.conversion_factor = template.conversion_factor
normal.normal_range = template.lab_test_normal_range
normal.require_result_value = 1
+ normal.allow_blank = 0
normal.template = template.name
def create_compounds(template, lab_test, is_group):
- lab_test.normal_toggle = "1"
+ lab_test.normal_toggle = 1
for normal_test_template in template.normal_test_templates:
- normal = lab_test.append("normal_test_items")
+ normal = lab_test.append('normal_test_items')
if is_group:
normal.lab_test_event = normal_test_template.lab_test_event
else:
normal.lab_test_name = normal_test_template.lab_test_event
normal.lab_test_uom = normal_test_template.lab_test_uom
+ normal.secondary_uom = normal_test_template.secondary_uom
+ normal.conversion_factor = normal_test_template.conversion_factor
normal.normal_range = normal_test_template.normal_range
normal.require_result_value = 1
+ normal.allow_blank = normal_test_template.allow_blank
normal.template = template.name
-def create_specials(template, lab_test):
- lab_test.special_toggle = "1"
- if(template.sensitivity):
- lab_test.sensitivity_toggle = "1"
- for special_test_template in template.special_test_template:
- special = lab_test.append("special_test_items")
- special.lab_test_particulars = special_test_template.particulars
- special.require_result_value = 1
- special.template = template.name
+def create_descriptives(template, lab_test):
+ lab_test.descriptive_toggle = 1
+ if template.sensitivity:
+ lab_test.sensitivity_toggle = 1
+ for descriptive_test_template in template.descriptive_test_templates:
+ descriptive = lab_test.append('descriptive_test_items')
+ descriptive.lab_test_particulars = descriptive_test_template.particulars
+ descriptive.require_result_value = 1
+ descriptive.allow_blank = descriptive_test_template.allow_blank
+ descriptive.template = template.name
def create_sample_doc(template, patient, invoice, company = None):
if template.sample:
sample_exists = frappe.db.exists({
- "doctype": "Sample Collection",
- "patient": patient.name,
- "docstatus": 0,
- "sample": template.sample
+ 'doctype': 'Sample Collection',
+ 'patient': patient.name,
+ 'docstatus': 0,
+ 'sample': template.sample
})
if sample_exists:
- # update Sample Collection by adding quantity
- sample_collection = frappe.get_doc("Sample Collection", sample_exists[0][0])
+ # Update Sample Collection by adding quantity
+ sample_collection = frappe.get_doc('Sample Collection', sample_exists[0][0])
quantity = int(sample_collection.sample_qty) + int(template.sample_qty)
if template.sample_details:
- sample_details = sample_collection.sample_details + "\n==============\n" + _("Test: ")
- sample_details += (template.get("lab_test_name") or template.get("template")) + "\n"
- sample_details += _("Collection Details: ") + "\n\t" + template.sample_details
+ sample_details = sample_collection.sample_details + '\n-\n' + _('Test: ')
+ sample_details += (template.get('lab_test_name') or template.get('template')) + '\n'
+ sample_details += _('Collection Details: ') + '\n\t' + template.sample_details
+ frappe.db.set_value('Sample Collection', sample_collection.name, 'sample_details', sample_details)
- frappe.db.set_value("Sample Collection", sample_collection.name, "sample_details", sample_details)
- frappe.db.set_value("Sample Collection", sample_collection.name, "sample_qty", quantity)
+ frappe.db.set_value('Sample Collection', sample_collection.name, 'sample_qty', quantity)
else:
- #create Sample Collection for template, copy vals from Invoice
- sample_collection = frappe.new_doc("Sample Collection")
- if(invoice):
+ # Create Sample Collection for template, copy vals from Invoice
+ sample_collection = frappe.new_doc('Sample Collection')
+ if invoice:
sample_collection.invoiced = True
+
sample_collection.patient = patient.name
sample_collection.patient_age = patient.get_age()
sample_collection.patient_sex = patient.sex
@@ -224,125 +237,146 @@ def create_sample_doc(template, patient, invoice, company = None):
sample_collection.sample_qty = template.sample_qty
sample_collection.company = company
- if(template.sample_details):
- sample_collection.sample_details = "Test :" + (template.get("lab_test_name") or template.get("template")) +"\n"+"Collection Detials:\n\t"+template.sample_details
+ if template.sample_details:
+ sample_collection.sample_details = 'Test :' + (template.get('lab_test_name') or template.get('template')) + '\n' + 'Collection Detials:\n\t' + template.sample_details
sample_collection.save(ignore_permissions=True)
return sample_collection
def create_sample_collection(lab_test, template, patient, invoice):
- if(frappe.db.get_value("Healthcare Settings", None, "create_sample_collection_for_lab_test") == "1"):
+ if frappe.get_cached_value('Healthcare Settings', None, 'create_sample_collection_for_lab_test'):
sample_collection = create_sample_doc(template, patient, invoice, lab_test.company)
- if(sample_collection):
+ if sample_collection:
lab_test.sample = sample_collection.name
+
return lab_test
def load_result_format(lab_test, template, prescription, invoice):
- if(template.lab_test_template_type == 'Single'):
+ if template.lab_test_template_type == 'Single':
create_normals(template, lab_test)
- elif(template.lab_test_template_type == 'Compound'):
+ elif template.lab_test_template_type == 'Compound':
create_compounds(template, lab_test, False)
- elif(template.lab_test_template_type == 'Descriptive'):
- create_specials(template, lab_test)
- elif(template.lab_test_template_type == 'Grouped'):
- #iterate for each template in the group and create one result for all.
+ elif template.lab_test_template_type == 'Descriptive':
+ create_descriptives(template, lab_test)
+ elif template.lab_test_template_type == 'Grouped':
+ # Iterate for each template in the group and create one result for all.
for lab_test_group in template.lab_test_groups:
- #template_in_group = None
- if(lab_test_group.lab_test_template):
- template_in_group = frappe.get_doc("Lab Test Template",
+ # Template_in_group = None
+ if lab_test_group.lab_test_template:
+ template_in_group = frappe.get_doc('Lab Test Template',
lab_test_group.lab_test_template)
- if(template_in_group):
- if(template_in_group.lab_test_template_type == 'Single'):
+ if template_in_group:
+ if template_in_group.lab_test_template_type == 'Single':
create_normals(template_in_group, lab_test)
- elif(template_in_group.lab_test_template_type == 'Compound'):
- normal_heading = lab_test.append("normal_test_items")
+ elif template_in_group.lab_test_template_type == 'Compound':
+ normal_heading = lab_test.append('normal_test_items')
normal_heading.lab_test_name = template_in_group.lab_test_name
normal_heading.require_result_value = 0
+ normal_heading.allow_blank = 1
normal_heading.template = template_in_group.name
create_compounds(template_in_group, lab_test, True)
- elif(template_in_group.lab_test_template_type == 'Descriptive'):
- special_heading = lab_test.append("special_test_items")
- special_heading.lab_test_name = template_in_group.lab_test_name
- special_heading.require_result_value = 0
- special_heading.template = template_in_group.name
- create_specials(template_in_group, lab_test)
- else:
- normal = lab_test.append("normal_test_items")
+ elif template_in_group.lab_test_template_type == 'Descriptive':
+ descriptive_heading = lab_test.append('descriptive_test_items')
+ descriptive_heading.lab_test_name = template_in_group.lab_test_name
+ descriptive_heading.require_result_value = 0
+ descriptive_heading.allow_blank = 1
+ descriptive_heading.template = template_in_group.name
+ create_descriptives(template_in_group, lab_test)
+ else: # Lab Test Group - Add New Line
+ normal = lab_test.append('normal_test_items')
normal.lab_test_name = lab_test_group.group_event
normal.lab_test_uom = lab_test_group.group_test_uom
+ normal.secondary_uom = lab_test_group.secondary_uom
+ normal.conversion_factor = lab_test_group.conversion_factor
normal.normal_range = lab_test_group.group_test_normal_range
+ normal.allow_blank = lab_test_group.allow_blank
normal.require_result_value = 1
normal.template = template.name
- if(template.lab_test_template_type != 'No Result'):
- if(prescription):
+ if template.lab_test_template_type != 'No Result':
+ if prescription:
lab_test.prescription = prescription
- if(invoice):
- frappe.db.set_value("Lab Prescription", prescription, "invoiced", True)
- lab_test.save(ignore_permissions=True) # insert the result
+ if invoice:
+ frappe.db.set_value('Lab Prescription', prescription, 'invoiced', True)
+ lab_test.save(ignore_permissions=True) # Insert the result
return lab_test
@frappe.whitelist()
def get_employee_by_user_id(user_id):
- emp_id = frappe.db.get_value("Employee",{"user_id":user_id})
- employee = frappe.get_doc("Employee",emp_id)
+ emp_id = frappe.db.get_value('Employee', { 'user_id': user_id })
+ employee = frappe.get_doc('Employee', emp_id)
return employee
def insert_lab_test_to_medical_record(doc):
table_row = False
subject = cstr(doc.lab_test_name)
if doc.practitioner:
- subject += frappe.bold(_("Healthcare Practitioner: "))+ doc.practitioner + "" + subject += frappe.bold(_('Healthcare Practitioner: '))+ doc.practitioner + '
' if doc.normal_test_items: item = doc.normal_test_items[0] - comment = "" + comment = '' if item.lab_test_comment: comment = str(item.lab_test_comment) - table_row = frappe.bold(_("Lab Test Conducted: ")) + item.lab_test_name + table_row = frappe.bold(_('Lab Test Conducted: ')) + item.lab_test_name if item.lab_test_event: - table_row += frappe.bold(_("Lab Test Event: ")) + item.lab_test_event + table_row += frappe.bold(_('Lab Test Event: ')) + item.lab_test_event if item.result_value: - table_row += " " + frappe.bold(_("Lab Test Result: ")) + item.result_value + table_row += ' ' + frappe.bold(_('Lab Test Result: ')) + item.result_value if item.normal_range: - table_row += " " + _("Normal Range:") + item.normal_range - table_row += " " + comment + table_row += ' ' + _('Normal Range:') + item.normal_range + table_row += ' ' + comment - elif doc.special_test_items: - item = doc.special_test_items[0] + elif doc.descriptive_test_items: + item = doc.descriptive_test_items[0] if item.lab_test_particulars and item.result_value: - table_row = item.lab_test_particulars +" "+ item.result_value + table_row = item.lab_test_particulars + ' ' + item.result_value elif doc.sensitivity_test_items: item = doc.sensitivity_test_items[0] if item.antibiotic and item.antibiotic_sensitivity: - table_row = item.antibiotic + " " + item.antibiotic_sensitivity + table_row = item.antibiotic + ' ' + item.antibiotic_sensitivity if table_row: - subject += "
" + table_row + subject += '
' + table_row if doc.lab_test_comment: - subject += "
" + cstr(doc.lab_test_comment) + subject += '
' + cstr(doc.lab_test_comment) - medical_record = frappe.new_doc("Patient Medical Record") + medical_record = frappe.new_doc('Patient Medical Record') medical_record.patient = doc.patient medical_record.subject = subject - medical_record.status = "Open" + medical_record.status = 'Open' medical_record.communication_date = doc.result_date - medical_record.reference_doctype = "Lab Test" + medical_record.reference_doctype = 'Lab Test' medical_record.reference_name = doc.name medical_record.reference_owner = doc.owner - medical_record.save(ignore_permissions=True) + medical_record.save(ignore_permissions = True) def delete_lab_test_from_medical_record(self): - medical_record_id = frappe.db.sql("select name from `tabPatient Medical Record` where reference_name=%s",(self.name)) + medical_record_id = frappe.db.sql('select name from `tabPatient Medical Record` where reference_name= %s', (self.name)) if medical_record_id and medical_record_id[0][0]: - frappe.delete_doc("Patient Medical Record", medical_record_id[0][0]) + frappe.delete_doc('Patient Medical Record', medical_record_id[0][0]) @frappe.whitelist() def get_lab_test_prescribed(patient): - return frappe.db.sql("""select cp.name, cp.lab_test_code, cp.parent, cp.invoiced, ct.practitioner, ct.encounter_date from `tabPatient Encounter` ct, - `tabLab Prescription` cp where ct.patient=%s and cp.parent=ct.name and cp.lab_test_created=0""", (patient)) + return frappe.db.sql( + ''' + select + lp.name, + lp.lab_test_code, + lp.parent, + lp.invoiced, + pe.practitioner, + pe.practitioner_name, + pe.encounter_date + from + `tabPatient Encounter` pe, `tabLab Prescription` lp + where + pe.patient=%s + and lp.parent=pe.name + and lp.lab_test_created=0 + ''', (patient)) diff --git a/erpnext/healthcare/doctype/lab_test/lab_test_list.js b/erpnext/healthcare/doctype/lab_test/lab_test_list.js index 1f6a12f935..b7f157c38b 100644 --- a/erpnext/healthcare/doctype/lab_test/lab_test_list.js +++ b/erpnext/healthcare/doctype/lab_test/lab_test_list.js @@ -2,57 +2,63 @@ (c) ESS 2015-16 */ frappe.listview_settings['Lab Test'] = { - add_fields: ["name", "status", "invoiced"], - filters:[["docstatus","=","0"]], - get_indicator: function(doc) { - if(doc.status=="Approved"){ - return [__("Approved"), "green", "status,=,Approved"]; + add_fields: ['name', 'status', 'invoiced'], + filters: [['docstatus', '=', '0']], + get_indicator: function (doc) { + if (doc.status == 'Approved') { + return [__('Approved'), 'green', 'status, = ,Approved']; } - if(doc.status=="Rejected"){ - return [__("Rejected"), "yellow", "status,=,Rejected"]; + if (doc.status == 'Rejected') { + return [__('Rejected'), 'orange', 'status, =, Rejected']; } }, - onload: function(listview) { - listview.page.add_menu_item(__("Create Multiple"), function() { + onload: function (listview) { + listview.page.add_menu_item(__('Create Multiple'), function () { create_multiple_dialog(listview); }); } }; -var create_multiple_dialog = function(listview){ +var create_multiple_dialog = function (listview) { var dialog = new frappe.ui.Dialog({ title: 'Create Multiple Lab Test', width: 100, fields: [ - {fieldtype: "Link", label: "Patient", fieldname: "patient", options: "Patient", reqd: 1}, - {fieldtype: "Select", label: "Invoice / Patient Encounter", fieldname: "doctype", - options: "\nSales Invoice\nPatient Encounter", reqd: 1}, - {fieldtype: "Dynamic Link", fieldname: "docname", options: "doctype", reqd: 1, - get_query: function(){ + { fieldtype: 'Link', label: 'Patient', fieldname: 'patient', options: 'Patient', reqd: 1 }, + { + fieldtype: 'Select', label: 'Invoice / Patient Encounter', fieldname: 'doctype', + options: '\nSales Invoice\nPatient Encounter', reqd: 1 + }, + { + fieldtype: 'Dynamic Link', fieldname: 'docname', options: 'doctype', reqd: 1, + get_query: function () { return { filters: { - "patient": dialog.get_value("patient"), - "docstatus": 1 + 'patient': dialog.get_value('patient'), + 'docstatus': 1 } }; } } ], - primary_action_label: __("Create Lab Test"), - primary_action : function(){ + primary_action_label: __('Create Lab Test'), + primary_action: function () { frappe.call({ method: 'erpnext.healthcare.doctype.lab_test.lab_test.create_multiple', - args:{ - 'doctype': dialog.get_value("doctype"), - 'docname': dialog.get_value("docname") + args: { + 'doctype': dialog.get_value('doctype'), + 'docname': dialog.get_value('docname') }, - callback: function(data) { - if(!data.exc){ + callback: function (data) { + if (!data.exc) { + if (!data.message) { + frappe.msgprint(__('No Lab Tests created')); + } listview.refresh(); } }, freeze: true, - freeze_message: "Creating Lab Test..." + freeze_message: __('Creating Lab Tests...') }); dialog.hide(); } diff --git a/erpnext/healthcare/doctype/lab_test_group_template/__init__.py b/erpnext/healthcare/doctype/lab_test_group_template/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.json b/erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.json new file mode 100644 index 0000000000..beea7a357e --- /dev/null +++ b/erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.json @@ -0,0 +1,118 @@ +{ + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2016-03-29 17:37:29.913583", + "doctype": "DocType", + "document_type": "Setup", + "engine": "InnoDB", + "field_order": [ + "template_or_new_line", + "lab_test_template", + "lab_test_rate", + "lab_test_description", + "group_event", + "group_test_uom", + "secondary_uom", + "conversion_factor", + "allow_blank", + "column_break_8", + "group_test_normal_range" + ], + "fields": [ + { + "default": "Add Test", + "fieldname": "template_or_new_line", + "fieldtype": "Select", + "options": "Add Test\nAdd New Line", + "print_hide": 1, + "report_hide": 1 + }, + { + "depends_on": "eval:doc.template_or_new_line == 'Add Test'", + "fieldname": "lab_test_template", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "Test Name", + "options": "Lab Test Template" + }, + { + "fetch_from": "lab_test_template.lab_test_rate", + "fieldname": "lab_test_rate", + "fieldtype": "Currency", + "label": "Rate", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, + { + "fetch_from": "lab_test_template.lab_test_description", + "fieldname": "lab_test_description", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Description", + "read_only": 1 + }, + { + "depends_on": "eval:doc.template_or_new_line == 'Add New Line'", + "fieldname": "group_event", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Event" + }, + { + "depends_on": "eval:doc.template_or_new_line =='Add New Line'", + "fieldname": "group_test_uom", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "UOM", + "options": "Lab Test UOM" + }, + { + "depends_on": "eval:doc.template_or_new_line == 'Add New Line'", + "fieldname": "group_test_normal_range", + "fieldtype": "Long Text", + "ignore_xss_filter": 1, + "label": "Normal Range" + }, + { + "fieldname": "column_break_8", + "fieldtype": "Column Break" + }, + { + "depends_on": "eval:doc.template_or_new_line =='Add New Line'", + "fieldname": "secondary_uom", + "fieldtype": "Link", + "label": "Secondary UOM", + "options": "Lab Test UOM" + }, + { + "depends_on": "secondary_uom", + "fieldname": "conversion_factor", + "fieldtype": "Float", + "label": "Conversion Factor" + }, + { + "default": "0", + "depends_on": "eval:doc.template_or_new_line == 'Add New Line'", + "fieldname": "allow_blank", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Allow Blank" + } + ], + "istable": 1, + "links": [], + "modified": "2020-06-24 10:59:01.921924", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Lab Test Group Template", + "owner": "Administrator", + "permissions": [], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC" +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/normal_test_items/normal_test_items.py b/erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.py similarity index 84% rename from erpnext/healthcare/doctype/normal_test_items/normal_test_items.py rename to erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.py index a0069d7252..1e2cef4e18 100644 --- a/erpnext/healthcare/doctype/normal_test_items/normal_test_items.py +++ b/erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.py @@ -5,5 +5,5 @@ from __future__ import unicode_literals from frappe.model.document import Document -class NormalTestItems(Document): +class LabTestGroupTemplate(Document): pass diff --git a/erpnext/healthcare/doctype/lab_test_groups/lab_test_groups.json b/erpnext/healthcare/doctype/lab_test_groups/lab_test_groups.json deleted file mode 100644 index e51d8b7557..0000000000 --- a/erpnext/healthcare/doctype/lab_test_groups/lab_test_groups.json +++ /dev/null @@ -1,310 +0,0 @@ -{ - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-03-29 17:37:29.913583", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 0, - "fields": [ - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "Add Test", - "depends_on": "", - "fieldname": "template_or_new_line", - "fieldtype": "Select", - "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": "", - "length": 0, - "no_copy": 0, - "options": "Add Test\nAdd new line", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.template_or_new_line == 'Add Test'", - "fieldname": "lab_test_template", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Test Name", - "length": 0, - "no_copy": 0, - "options": "Lab Test Template", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "lab_test_template.lab_test_rate", - "fieldname": "lab_test_rate", - "fieldtype": "Currency", - "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": "Rate", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_from": "lab_test_template.lab_test_description", - "fieldname": "lab_test_description", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Description", - "length": 0, - "no_copy": 0, - "options": "", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.template_or_new_line == 'Add new line'", - "fieldname": "group_event", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Event", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.template_or_new_line =='Add new line'", - "fieldname": "group_test_uom", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "UOM", - "length": 0, - "no_copy": 0, - "options": "Lab Test UOM", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.template_or_new_line == 'Add new line'", - "fieldname": "group_test_normal_range", - "fieldtype": "Long Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Normal Range", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_8", - "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 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-09-04 09:49:24.817787", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Lab Test Groups", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 -} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.js b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.js index c3eedbbdf1..2e41f518f0 100644 --- a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.js +++ b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.js @@ -1,25 +1,25 @@ // Copyright (c) 2016, ESS // License: ESS license.txt -frappe.ui.form.on("Lab Test Template",{ +frappe.ui.form.on('Lab Test Template', { lab_test_name: function(frm) { if (!frm.doc.lab_test_code) - frm.set_value("lab_test_code", frm.doc.lab_test_name); + frm.set_value('lab_test_code', frm.doc.lab_test_name); if (!frm.doc.lab_test_description) - frm.set_value("lab_test_description", frm.doc.lab_test_name); + frm.set_value('lab_test_description', frm.doc.lab_test_name); }, - refresh: function(frm) { - // Restrict Special, Grouped type templates in Child TestGroups - frm.set_query("lab_test_template", "lab_test_groups", function() { + refresh : function(frm) { + // Restrict Special, Grouped type templates in Child Test Groups + frm.set_query('lab_test_template', 'lab_test_groups', function() { return { filters: { - lab_test_template_type: ['in',['Single','Compound']] + lab_test_template_type: ['in', ['Single','Compound']] } }; }); }, medical_code: function(frm) { - frm.set_query("medical_code", function() { + frm.set_query('medical_code', function() { return { filters: { medical_code_standard: frm.doc.medical_code_standard @@ -30,10 +30,10 @@ frappe.ui.form.on("Lab Test Template",{ }); cur_frm.cscript.custom_refresh = function(doc) { - cur_frm.set_df_property("lab_test_code", "read_only", doc.__islocal ? 0 : 1); + cur_frm.set_df_property('lab_test_code', 'read_only', doc.__islocal ? 0 : 1); if (!doc.__islocal) { - cur_frm.add_custom_button(__("Change Template Code"), function() { + cur_frm.add_custom_button(__('Change Template Code'), function() { change_template_code(doc); }); } @@ -41,12 +41,12 @@ cur_frm.cscript.custom_refresh = function(doc) { let change_template_code = function(doc) { let d = new frappe.ui.Dialog({ - title:__("Change Template Code"), + title:__('Change Template Code'), fields:[ { - "fieldtype": "Data", - "label": "Lab Test Template Code", - "fieldname": "lab_test_code", + 'fieldtype': 'Data', + 'label': 'Lab Test Template Code', + 'fieldname': 'lab_test_code', reqd: 1 } ], @@ -54,49 +54,44 @@ let change_template_code = function(doc) { let values = d.get_values(); if (values) { frappe.call({ - "method": "erpnext.healthcare.doctype.lab_test_template.lab_test_template.change_test_code_from_template", - "args": {lab_test_code: values.lab_test_code, doc: doc}, + 'method': 'erpnext.healthcare.doctype.lab_test_template.lab_test_template.change_test_code_from_template', + 'args': {lab_test_code: values.lab_test_code, doc: doc}, callback: function (data) { - frappe.set_route("Form", "Lab Test Template", data.message); + frappe.set_route('Form', 'Lab Test Template', data.message); } }); } d.hide(); }, - primary_action_label: __("Change Template Code") + primary_action_label: __('Change Template Code') }); d.show(); d.set_values({ - "lab_test_code": doc.lab_test_code + 'lab_test_code': doc.lab_test_code }); }; -frappe.ui.form.on("Lab Test Template", "lab_test_name", function(frm){ - +frappe.ui.form.on('Lab Test Template', 'lab_test_name', function(frm) { frm.doc.change_in_item = 1; - -}); -frappe.ui.form.on("Lab Test Template", "lab_test_rate", function(frm){ - - frm.doc.change_in_item = 1; - -}); -frappe.ui.form.on("Lab Test Template", "lab_test_group", function(frm){ - - frm.doc.change_in_item = 1; - -}); -frappe.ui.form.on("Lab Test Template", "lab_test_description", function(frm){ - - frm.doc.change_in_item = 1; - }); -frappe.ui.form.on("Lab Test Groups", "template_or_new_line", function (frm, cdt, cdn) { +frappe.ui.form.on('Lab Test Template', 'lab_test_rate', function(frm) { + frm.doc.change_in_item = 1; +}); + +frappe.ui.form.on('Lab Test Template', 'lab_test_group', function(frm) { + frm.doc.change_in_item = 1; +}); + +frappe.ui.form.on('Lab Test Template', 'lab_test_description', function(frm) { + frm.doc.change_in_item = 1; +}); + +frappe.ui.form.on('Lab Test Groups', 'template_or_new_line', function (frm, cdt, cdn) { let child = locals[cdt][cdn]; - if (child.template_or_new_line == "Add new line") { - frappe.model.set_value(cdt, cdn, 'lab_test_template', ""); - frappe.model.set_value(cdt, cdn, 'lab_test_description', ""); + if (child.template_or_new_line == 'Add New Line') { + frappe.model.set_value(cdt, cdn, 'lab_test_template', ''); + frappe.model.set_value(cdt, cdn, 'lab_test_description', ''); } }); diff --git a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json index ebd2ec0246..db64297269 100644 --- a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json +++ b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.json @@ -15,31 +15,38 @@ "lab_test_group", "department", "column_break_3", - "lab_test_template_type", "disabled", + "lab_test_template_type", "is_billable", "lab_test_rate", - "medical_coding_section", - "medical_code_standard", - "medical_code", + "section_break_description", + "lab_test_description", "section_break_normal", "lab_test_uom", - "lab_test_normal_range", + "secondary_uom", + "conversion_factor", "column_break_10", + "lab_test_normal_range", "section_break_compound", "normal_test_templates", "section_break_special", "sensitivity", - "special_test_template", + "descriptive_test_templates", "section_break_group", "lab_test_groups", - "section_break_description", - "lab_test_description", + "medical_coding_section", + "medical_code_standard", + "medical_code", "sb_sample_collection", "sample", "sample_uom", "sample_qty", "sample_details", + "worksheet_section", + "worksheet_instructions", + "result_legend_section", + "legend_print_position", + "result_legend", "change_in_item" ], "fields": [ @@ -95,7 +102,7 @@ "fieldtype": "Column Break" }, { - "description": "Single for results which require only a single input, result UOM and normal value \n
\nCompound for results which require multiple input fields with corresponding event names, result UOMs and normal values\n
\nDescriptive for tests which have multiple result components and corresponding result entry fields. \n
\nGrouped for test templates which are a group of other test templates.\n
\nNo Result for tests with no results. Also, no Lab Test is created. e.g.. Sub Tests for Grouped results.", + "description": "Single: Results which require only a single input.\n
\nCompound: Results which require multiple event inputs.\n
\nDescriptive: Tests which have multiple result components with manual result entry.\n
\nGrouped: Test templates which are a group of other test templates.\n
\nNo Result: Tests with no results, can be ordered and billed but no Lab Test will be created. e.g.. Sub Tests for Grouped results", "fieldname": "lab_test_template_type", "fieldtype": "Select", "in_standard_filter": 1, @@ -120,6 +127,24 @@ "label": "Rate", "mandatory_depends_on": "eval:doc.is_billable == 1" }, + { + "fieldname": "medical_coding_section", + "fieldtype": "Section Break", + "label": "Medical Coding" + }, + { + "depends_on": "medical_code_standard", + "fieldname": "medical_code", + "fieldtype": "Link", + "label": "Medical Code", + "options": "Medical Code" + }, + { + "fieldname": "medical_code_standard", + "fieldtype": "Link", + "label": "Medical Code Standard", + "options": "Medical Code Standard" + }, { "depends_on": "eval:doc.lab_test_template_type == 'Single'", "fieldname": "section_break_normal", @@ -159,7 +184,7 @@ "depends_on": "eval:doc.lab_test_template_type == 'Descriptive'", "fieldname": "section_break_special", "fieldtype": "Section Break", - "label": "Special" + "label": "Descriptive" }, { "default": "0", @@ -167,11 +192,6 @@ "fieldtype": "Check", "label": "Sensitivity" }, - { - "fieldname": "special_test_template", - "fieldtype": "Table", - "options": "Special Test Template" - }, { "depends_on": "eval:doc.lab_test_template_type == 'Grouped'", "fieldname": "section_break_group", @@ -181,20 +201,23 @@ { "fieldname": "lab_test_groups", "fieldtype": "Table", - "options": "Lab Test Groups" + "options": "Lab Test Group Template" }, { + "collapsible": 1, "fieldname": "section_break_description", - "fieldtype": "Section Break" + "fieldtype": "Section Break", + "label": "Description " }, { "fieldname": "lab_test_description", - "fieldtype": "Text", + "fieldtype": "Text Editor", "ignore_xss_filter": 1, "label": "Description", "no_copy": 1 }, { + "collapsible": 1, "fieldname": "sb_sample_collection", "fieldtype": "Section Break", "label": "Sample Collection" @@ -237,32 +260,61 @@ }, { "fieldname": "sample_details", - "fieldtype": "Text", + "fieldtype": "Small Text", "ignore_xss_filter": 1, "label": "Collection Details" }, { "collapsible": 1, - "fieldname": "medical_coding_section", + "description": "Information to help easily interpret the test report, will be printed as part of the Lab Test result.", + "fieldname": "result_legend_section", "fieldtype": "Section Break", - "label": "Medical Coding" + "label": "Result Legend Print" }, { - "depends_on": "medical_code_standard", - "fieldname": "medical_code", - "fieldtype": "Link", - "label": "Medical Code", - "options": "Medical Code" + "fieldname": "result_legend", + "fieldtype": "Text Editor", + "label": "Result Legend" }, { - "fieldname": "medical_code_standard", + "fieldname": "legend_print_position", + "fieldtype": "Select", + "label": "Print Position", + "options": "Bottom\nTop\nBoth" + }, + { + "fieldname": "secondary_uom", "fieldtype": "Link", - "label": "Medical Code Standard", - "options": "Medical Code Standard" + "label": "Secondary UOM", + "options": "Lab Test UOM" + }, + { + "depends_on": "secondary_uom", + "fieldname": "conversion_factor", + "fieldtype": "Float", + "label": "Conversion Factor", + "mandatory_depends_on": "secondary_uom" + }, + { + "description": "Instructions to be printed on the worksheet", + "fieldname": "worksheet_instructions", + "fieldtype": "Text Editor", + "label": "Worksheet Instructions" + }, + { + "collapsible": 1, + "fieldname": "worksheet_section", + "fieldtype": "Section Break", + "label": "Worksheet Print" + }, + { + "fieldname": "descriptive_test_templates", + "fieldtype": "Table", + "options": "Descriptive Test Template" } ], "links": [], - "modified": "2020-06-29 14:07:20.772219", + "modified": "2020-07-13 12:57:09.925436", "modified_by": "Administrator", "module": "Healthcare", "name": "Lab Test Template", diff --git a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py index 3521561f34..6f0d08cf85 100644 --- a/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py +++ b/erpnext/healthcare/doctype/lab_test_template/lab_test_template.py @@ -14,37 +14,37 @@ class LabTestTemplate(Document): create_item_from_template(self) def validate(self): + if self.is_billable and (not self.lab_test_rate or self.lab_test_rate <= 0.0): + frappe.throw(_("Standard Selling Rate should be greater than zero.")) + self.validate_conversion_factor() self.enable_disable_item() def on_update(self): - # if change_in_item update Item and Price List + # If change_in_item update Item and Price List if self.change_in_item and self.is_billable and self.item: self.update_item() item_price = self.item_price_exists() if not item_price: - if self.lab_test_rate != 0.0: - price_list_name = frappe.db.get_value("Price List", {"selling": 1}) - if self.lab_test_rate: - make_item_price(self.lab_test_code, price_list_name, self.lab_test_rate) - else: - make_item_price(self.lab_test_code, price_list_name, 0.0) + if self.lab_test_rate and self.lab_test_rate > 0.0: + price_list_name = frappe.db.get_value('Price List', {'selling': 1}) + make_item_price(self.lab_test_code, price_list_name, self.lab_test_rate) else: - frappe.db.set_value("Item Price", item_price, "price_list_rate", self.lab_test_rate) + frappe.db.set_value('Item Price', item_price, 'price_list_rate', self.lab_test_rate) - frappe.db.set_value(self.doctype, self.name, "change_in_item", 0) + self.db_set('change_in_item', 0) elif not self.is_billable and self.item: - frappe.db.set_value("Item", self.item, "disabled", 1) + frappe.db.set_value('Item', self.item, 'disabled', 1) self.reload() def on_trash(self): - # remove template reference from item and disable item + # Remove template reference from item and disable item if self.item: try: - frappe.delete_doc("Item", self.item) + frappe.delete_doc('Item', self.item) except Exception: - frappe.throw(_("Not permitted. Please disable the Lab Test Template")) + frappe.throw(_('Not permitted. Please disable the Lab Test Template')) def enable_disable_item(self): if self.is_billable: @@ -54,78 +54,86 @@ class LabTestTemplate(Document): frappe.db.set_value('Item', self.item, 'disabled', 0) def update_item(self): - item = frappe.get_doc("Item", self.item) + item = frappe.get_doc('Item', self.item) if item: item.update({ - "item_name": self.lab_test_name, - "item_group": self.lab_test_group, - "disabled": 0, - "standard_rate": self.lab_test_rate, - "description": self.lab_test_description + 'item_name': self.lab_test_name, + 'item_group': self.lab_test_group, + 'disabled': 0, + 'standard_rate': self.lab_test_rate, + 'description': self.lab_test_description }) item.save() def item_price_exists(self): - item_price = frappe.db.exists({"doctype": "Item Price", "item_code": self.lab_test_code}) + item_price = frappe.db.exists({'doctype': 'Item Price', 'item_code': self.lab_test_code}) if item_price: return item_price[0][0] else: return False + def validate_conversion_factor(self): + if self.lab_test_template_type == "Single" and self.secondary_uom and not self.conversion_factor: + frappe.throw(_("Conversion Factor is mandatory")) + if self.lab_test_template_type == "Compound": + for item in self.normal_test_templates: + if item.secondary_uom and not item.conversion_factor: + frappe.throw(_("Conversion Factor is mandatory")) + if self.lab_test_template_type == "Grouped": + for group in self.lab_test_groups: + if group.template_or_new_line == "Add New Line" and group.secondary_uom and not group.conversion_factor: + frappe.throw(_("Conversion Factor is mandatory")) + def create_item_from_template(doc): - disabled = doc.disabled - if doc.is_billable and not doc.disabled: - disabled = 0 - uom = frappe.db.exists('UOM', 'Unit') or frappe.db.get_single_value('Stock Settings', 'stock_uom') - # insert item + # Insert item item = frappe.get_doc({ - "doctype": "Item", - "item_code": doc.lab_test_code, - "item_name":doc.lab_test_name, - "item_group": doc.lab_test_group, - "description":doc.lab_test_description, - "is_sales_item": 1, - "is_service_item": 1, - "is_purchase_item": 0, - "is_stock_item": 0, - "show_in_website": 0, - "is_pro_applicable": 0, - "disabled": disabled, - "stock_uom": uom - }).insert(ignore_permissions=True, ignore_mandatory=True) + 'doctype': 'Item', + 'item_code': doc.lab_test_code, + 'item_name':doc.lab_test_name, + 'item_group': doc.lab_test_group, + 'description':doc.lab_test_description, + 'is_sales_item': 1, + 'is_service_item': 1, + 'is_purchase_item': 0, + 'is_stock_item': 0, + 'include_item_in_manufacturing': 0, + 'show_in_website': 0, + 'is_pro_applicable': 0, + 'disabled': 0 if doc.is_billable and not doc.disabled else doc.disabled, + 'stock_uom': uom + }).insert(ignore_permissions = True, ignore_mandatory = True) - # insert item price - # get item price list to insert item price - if doc.lab_test_rate != 0.0: - price_list_name = frappe.db.get_value("Price List", {"selling": 1}) + # Insert item price + if doc.is_billable and doc.lab_test_rate != 0.0: + price_list_name = frappe.db.get_value('Price List', {'selling': 1}) if doc.lab_test_rate: make_item_price(item.name, price_list_name, doc.lab_test_rate) else: make_item_price(item.name, price_list_name, 0.0) # Set item in the template - frappe.db.set_value("Lab Test Template", doc.name, "item", item.name) + frappe.db.set_value('Lab Test Template', doc.name, 'item', item.name) doc.reload() def make_item_price(item, price_list_name, item_price): frappe.get_doc({ - "doctype": "Item Price", - "price_list": price_list_name, - "item_code": item, - "price_list_rate": item_price - }).insert(ignore_permissions=True, ignore_mandatory=True) + 'doctype': 'Item Price', + 'price_list': price_list_name, + 'item_code': item, + 'price_list_rate': item_price + }).insert(ignore_permissions = True, ignore_mandatory = True) @frappe.whitelist() def change_test_code_from_template(lab_test_code, doc): doc = frappe._dict(json.loads(doc)) - if frappe.db.exists({ "doctype": "Item", "item_code": lab_test_code}): - frappe.throw(_("Lab Test Item {0} already exist").format(lab_test_code)) + if frappe.db.exists({'doctype': 'Item', 'item_code': lab_test_code}): + frappe.throw(_('Lab Test Item {0} already exist').format(lab_test_code)) else: - rename_doc("Item", doc.name, lab_test_code, ignore_permissions=True) - frappe.db.set_value("Lab Test Template", doc.name, "lab_test_code", lab_test_code) - frappe.db.set_value("Lab Test Template", doc.name, "lab_test_name", lab_test_code) - rename_doc("Lab Test Template", doc.name, lab_test_code, ignore_permissions=True) - return lab_test_code \ No newline at end of file + rename_doc('Item', doc.name, lab_test_code, ignore_permissions = True) + frappe.db.set_value('Lab Test Template', doc.name, 'lab_test_code', lab_test_code) + frappe.db.set_value('Lab Test Template', doc.name, 'lab_test_name', lab_test_code) + rename_doc('Lab Test Template', doc.name, lab_test_code, ignore_permissions = True) + return lab_test_code diff --git a/erpnext/healthcare/doctype/lab_test_template/lab_test_template_list.js b/erpnext/healthcare/doctype/lab_test_template/lab_test_template_list.js index a86075fc94..a3417ebdfc 100644 --- a/erpnext/healthcare/doctype/lab_test_template/lab_test_template_list.js +++ b/erpnext/healthcare/doctype/lab_test_template/lab_test_template_list.js @@ -2,6 +2,6 @@ (c) ESS 2015-16 */ frappe.listview_settings['Lab Test Template'] = { - add_fields: ["lab_test_name", "lab_test_code", "lab_test_rate"], - filters: [["disabled", "=", 0]] + add_fields: ['lab_test_name', 'lab_test_code', 'lab_test_rate'], + filters: [['disabled', '=', 0]] }; diff --git a/erpnext/healthcare/doctype/normal_test_items/normal_test_items.js b/erpnext/healthcare/doctype/normal_test_items/normal_test_items.js deleted file mode 100644 index 0371ddd5c9..0000000000 --- a/erpnext/healthcare/doctype/normal_test_items/normal_test_items.js +++ /dev/null @@ -1,4 +0,0 @@ -// Copyright (c) 2016, ESS -// License: ESS license.txt - - diff --git a/erpnext/healthcare/doctype/normal_test_items/normal_test_items.json b/erpnext/healthcare/doctype/normal_test_items/normal_test_items.json deleted file mode 100644 index a7a952b8cd..0000000000 --- a/erpnext/healthcare/doctype/normal_test_items/normal_test_items.json +++ /dev/null @@ -1,301 +0,0 @@ -{ - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-02-22 15:06:08.295224", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, - "fields": [ - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Test Name", - "length": 0, - "no_copy": 0, - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_event", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Event", - "length": 0, - "no_copy": 0, - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.require_result_value == 1 ", - "fieldname": "result_value", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Result Value", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_uom", - "fieldtype": "Data", - "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": "UOM", - "length": 0, - "no_copy": 0, - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "normal_range", - "fieldtype": "Long Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Normal Range", - "length": 0, - "no_copy": 0, - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_comment", - "fieldtype": "Data", - "hidden": 1, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Comment", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "0", - "fieldname": "require_result_value", - "fieldtype": "Check", - "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": "Require Result Value", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "template", - "fieldtype": "Link", - "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": "Template", - "length": 0, - "no_copy": 0, - "options": "Lab Test Template", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-09-04 11:42:43.095726", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Normal Test Items", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 -} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/normal_test_result/__init__.py b/erpnext/healthcare/doctype/normal_test_result/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/doctype/normal_test_result/normal_test_result.json b/erpnext/healthcare/doctype/normal_test_result/normal_test_result.json new file mode 100644 index 0000000000..c8f43d3a54 --- /dev/null +++ b/erpnext/healthcare/doctype/normal_test_result/normal_test_result.json @@ -0,0 +1,186 @@ +{ + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2016-02-22 15:06:08.295224", + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "lab_test_name", + "lab_test_event", + "result_value", + "lab_test_uom", + "secondary_uom_result", + "secondary_uom", + "conversion_factor", + "column_break_10", + "allow_blank", + "normal_range", + "lab_test_comment", + "bold", + "italic", + "underline", + "template", + "require_result_value" + ], + "fields": [ + { + "fieldname": "lab_test_name", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Test Name", + "read_only": 1 + }, + { + "fieldname": "lab_test_event", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Event", + "read_only": 1 + }, + { + "depends_on": "eval:doc.require_result_value", + "fieldname": "result_value", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Result Value" + }, + { + "depends_on": "eval:doc.require_result_value", + "fieldname": "lab_test_uom", + "fieldtype": "Link", + "label": "UOM", + "options": "Lab Test UOM", + "read_only": 1 + }, + { + "depends_on": "eval:doc.require_result_value", + "fieldname": "normal_range", + "fieldtype": "Long Text", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Normal Range", + "read_only": 1 + }, + { + "depends_on": "eval:doc.require_result_value", + "fieldname": "lab_test_comment", + "fieldtype": "Data", + "hidden": 1, + "in_list_view": 1, + "label": "Comment", + "no_copy": 1, + "print_hide": 1, + "report_hide": 1 + }, + { + "fieldname": "template", + "fieldtype": "Link", + "hidden": 1, + "label": "Template", + "options": "Lab Test Template", + "print_hide": 1, + "report_hide": 1 + }, + { + "depends_on": "eval:doc.require_result_value", + "fieldname": "secondary_uom", + "fieldtype": "Link", + "label": "Secondary UOM", + "options": "Lab Test UOM", + "print_hide": 1, + "read_only": 1 + }, + { + "depends_on": "secondary_uom", + "fieldname": "conversion_factor", + "fieldtype": "Float", + "label": "Conversion Factor", + "mandatory_depends_on": "secondary_uom", + "print_hide": 1, + "read_only": 1 + }, + { + "depends_on": "eval:doc.require_result_value && doc.result_value", + "fieldname": "secondary_uom_result", + "fieldtype": "Data", + "label": "Secondary UOM Result", + "no_copy": 1, + "print_hide": 1, + "read_only": 1 + }, + { + "allow_on_submit": 1, + "default": "0", + "depends_on": "eval:doc.require_result_value", + "fieldname": "bold", + "fieldtype": "Check", + "label": "Bold", + "no_copy": 1, + "print_hide": 1, + "report_hide": 1 + }, + { + "allow_on_submit": 1, + "default": "0", + "depends_on": "eval:doc.require_result_value", + "fieldname": "italic", + "fieldtype": "Check", + "label": "Italic", + "no_copy": 1, + "print_hide": 1, + "report_hide": 1 + }, + { + "allow_on_submit": 1, + "default": "0", + "depends_on": "eval:doc.require_result_value", + "fieldname": "underline", + "fieldtype": "Check", + "label": "Underline", + "no_copy": 1, + "print_hide": 1, + "report_hide": 1 + }, + { + "fieldname": "column_break_10", + "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "require_result_value", + "fieldtype": "Check", + "hidden": 1, + "label": "Require Result Value", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + }, + { + "default": "1", + "depends_on": "eval:doc.require_result_value", + "fieldname": "allow_blank", + "fieldtype": "Check", + "label": "Allow Blank", + "print_hide": 1, + "read_only": 1, + "report_hide": 1 + } + ], + "istable": 1, + "links": [], + "modified": "2020-07-08 16:03:17.522893", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Normal Test Result", + "owner": "Administrator", + "permissions": [], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC" +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/lab_test_groups/lab_test_groups.py b/erpnext/healthcare/doctype/normal_test_result/normal_test_result.py similarity index 85% rename from erpnext/healthcare/doctype/lab_test_groups/lab_test_groups.py rename to erpnext/healthcare/doctype/normal_test_result/normal_test_result.py index c67531c179..63abf0297e 100644 --- a/erpnext/healthcare/doctype/lab_test_groups/lab_test_groups.py +++ b/erpnext/healthcare/doctype/normal_test_result/normal_test_result.py @@ -5,5 +5,5 @@ from __future__ import unicode_literals from frappe.model.document import Document -class LabTestGroups(Document): +class NormalTestResult(Document): pass diff --git a/erpnext/healthcare/doctype/normal_test_template/normal_test_template.json b/erpnext/healthcare/doctype/normal_test_template/normal_test_template.json index a36c28d070..8dd6476ea8 100644 --- a/erpnext/healthcare/doctype/normal_test_template/normal_test_template.json +++ b/erpnext/healthcare/doctype/normal_test_template/normal_test_template.json @@ -1,202 +1,84 @@ { - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-02-22 16:09:54.310628", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 1, + "actions": [], + "allow_copy": 1, + "beta": 1, + "creation": "2016-02-22 16:09:54.310628", + "doctype": "DocType", + "document_type": "Setup", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "heading_text", + "lab_test_event", + "allow_blank", + "lab_test_uom", + "secondary_uom", + "conversion_factor", + "column_break_5", + "normal_range" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "heading_text", - "fieldtype": "Heading", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Test", - "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": "heading_text", + "fieldtype": "Heading", + "ignore_xss_filter": 1, + "label": "Test" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_event", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Event", - "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": "lab_test_event", + "fieldtype": "Data", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Event" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_uom", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "UOM", - "length": 0, - "no_copy": 0, - "options": "Lab Test UOM", - "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": "lab_test_uom", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "in_list_view": 1, + "label": "UOM", + "options": "Lab Test UOM" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "normal_range", - "fieldtype": "Long Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Normal Range", - "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": "normal_range", + "fieldtype": "Long Text", + "ignore_xss_filter": 1, + "in_list_view": 1, + "label": "Normal Range" + }, { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_5", - "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_5", + "fieldtype": "Column Break" + }, + { + "fieldname": "secondary_uom", + "fieldtype": "Link", + "label": "Secondary UOM", + "options": "Lab Test UOM" + }, + { + "depends_on": "secondary_uom", + "fieldname": "conversion_factor", + "fieldtype": "Float", + "label": "Conversion Factor", + "mandatory_depends_on": "secondary_uom" + }, + { + "default": "0", + "fieldname": "allow_blank", + "fieldtype": "Check", + "label": "Allow Blank" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-09-04 11:42:30.766950", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Normal Test Template", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 + ], + "istable": 1, + "links": [], + "modified": "2020-06-23 13:28:40.156224", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Normal Test Template", + "owner": "Administrator", + "permissions": [], + "restrict_to_domain": "Healthcare", + "sort_field": "modified", + "sort_order": "DESC" } \ No newline at end of file diff --git a/erpnext/healthcare/doctype/organism/__init__.py b/erpnext/healthcare/doctype/organism/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/doctype/organism/organism.js b/erpnext/healthcare/doctype/organism/organism.js new file mode 100644 index 0000000000..fbcb0942e9 --- /dev/null +++ b/erpnext/healthcare/doctype/organism/organism.js @@ -0,0 +1,5 @@ +// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Organism', { +}); diff --git a/erpnext/healthcare/doctype/organism/organism.json b/erpnext/healthcare/doctype/organism/organism.json new file mode 100644 index 0000000000..88a7686777 --- /dev/null +++ b/erpnext/healthcare/doctype/organism/organism.json @@ -0,0 +1,152 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "autoname": "field:organism", + "beta": 1, + "creation": "2019-09-06 16:29:07.797960", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "organism", + "fieldtype": "Data", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 1, + "in_standard_filter": 0, + "label": "Organism", + "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": 1, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 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": "abbr", + "fieldtype": "Data", + "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": "Abbr", + "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": 1 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "modified": "2019-10-04 19:45:33.353753", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Organism", + "name_case": "", + "owner": "Administrator", + "permissions": [ + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + }, + { + "amend": 0, + "cancel": 0, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "Healthcare Administrator", + "set_user_permissions": 0, + "share": 1, + "submit": 0, + "write": 1 + } + ], + "quick_entry": 1, + "read_only": 0, + "read_only_onload": 0, + "restrict_to_domain": "Healthcare", + "search_fields": "organism, abbr", + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "organism", + "track_changes": 0, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/organism/organism.py b/erpnext/healthcare/doctype/organism/organism.py new file mode 100644 index 0000000000..1ead762c2f --- /dev/null +++ b/erpnext/healthcare/doctype/organism/organism.py @@ -0,0 +1,9 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +from frappe.model.document import Document + +class Organism(Document): + pass diff --git a/erpnext/healthcare/doctype/organism/test_organism.js b/erpnext/healthcare/doctype/organism/test_organism.js new file mode 100644 index 0000000000..d57e5536c6 --- /dev/null +++ b/erpnext/healthcare/doctype/organism/test_organism.js @@ -0,0 +1,23 @@ +/* eslint-disable */ +// rename this file from _test_[name] to test_[name] to activate +// and remove above this line + +QUnit.test("test: Organism", function (assert) { + let done = assert.async(); + + // number of asserts + assert.expect(1); + + frappe.run_serially([ + // insert a new Organism + () => frappe.tests.make('Organism', [ + // values to be set + {key: 'value'} + ]), + () => { + assert.equal(cur_frm.doc.key, 'value'); + }, + () => done() + ]); + +}); diff --git a/erpnext/healthcare/doctype/organism/test_organism.py b/erpnext/healthcare/doctype/organism/test_organism.py new file mode 100644 index 0000000000..ecb96650e1 --- /dev/null +++ b/erpnext/healthcare/doctype/organism/test_organism.py @@ -0,0 +1,8 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals +import unittest + +class TestOrganism(unittest.TestCase): + pass diff --git a/erpnext/healthcare/doctype/organism_test_item/__init__.py b/erpnext/healthcare/doctype/organism_test_item/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/doctype/organism_test_item/organism_test_item.json b/erpnext/healthcare/doctype/organism_test_item/organism_test_item.json new file mode 100644 index 0000000000..56d0a4d905 --- /dev/null +++ b/erpnext/healthcare/doctype/organism_test_item/organism_test_item.json @@ -0,0 +1,144 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "beta": 1, + "creation": "2019-09-06 16:37:59.698996", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "organism", + "fieldtype": "Link", + "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": "Organism", + "length": 0, + "no_copy": 0, + "options": "Organism", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "colony_population", + "fieldtype": "Small Text", + "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": "Colony Population", + "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 + }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "colony_uom", + "fieldtype": "Link", + "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": "Colony UOM", + "length": 0, + "no_copy": 0, + "options": "Lab Test UOM", + "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 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 1, + "max_attachments": 0, + "modified": "2019-10-04 19:48:04.104234", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Organism Test Item", + "name_case": "", + "owner": "Administrator", + "permissions": [], + "quick_entry": 0, + "read_only": 0, + "read_only_onload": 0, + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 0, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/organism_test_item/organism_test_item.py b/erpnext/healthcare/doctype/organism_test_item/organism_test_item.py new file mode 100644 index 0000000000..019a55b396 --- /dev/null +++ b/erpnext/healthcare/doctype/organism_test_item/organism_test_item.py @@ -0,0 +1,9 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +from frappe.model.document import Document + +class OrganismTestItem(Document): + pass diff --git a/erpnext/healthcare/doctype/organism_test_result/__init__.py b/erpnext/healthcare/doctype/organism_test_result/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/doctype/organism_test_result/organism_test_result.json b/erpnext/healthcare/doctype/organism_test_result/organism_test_result.json new file mode 100644 index 0000000000..8b238de4cd --- /dev/null +++ b/erpnext/healthcare/doctype/organism_test_result/organism_test_result.json @@ -0,0 +1,144 @@ +{ + "allow_copy": 0, + "allow_events_in_timeline": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "beta": 1, + "creation": "2019-09-06 16:37:59.698996", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "organism", + "fieldtype": "Link", + "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": "Organism", + "length": 0, + "no_copy": 0, + "options": "Organism", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "translatable": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "colony_population", + "fieldtype": "Small Text", + "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": "Colony Population", + "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 + }, + { + "allow_bulk_edit": 0, + "allow_in_quick_entry": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fetch_if_empty": 0, + "fieldname": "colony_uom", + "fieldtype": "Link", + "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": "Colony UOM", + "length": 0, + "no_copy": 0, + "options": "Lab Test UOM", + "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 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 1, + "max_attachments": 0, + "modified": "2019-10-04 19:48:04.104234", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Organism Test Result", + "name_case": "", + "owner": "Administrator", + "permissions": [], + "quick_entry": 0, + "read_only": 0, + "read_only_onload": 0, + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 0, + "track_seen": 0, + "track_views": 0 +} \ No newline at end of file diff --git a/erpnext/selling/doctype/pos_closing_voucher_invoices/pos_closing_voucher_invoices.py b/erpnext/healthcare/doctype/organism_test_result/organism_test_result.py similarity index 61% rename from erpnext/selling/doctype/pos_closing_voucher_invoices/pos_closing_voucher_invoices.py rename to erpnext/healthcare/doctype/organism_test_result/organism_test_result.py index a2d488b2f8..02393c2700 100644 --- a/erpnext/selling/doctype/pos_closing_voucher_invoices/pos_closing_voucher_invoices.py +++ b/erpnext/healthcare/doctype/organism_test_result/organism_test_result.py @@ -1,9 +1,9 @@ # -*- coding: utf-8 -*- -# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors +# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors # For license information, please see license.txt from __future__ import unicode_literals from frappe.model.document import Document -class POSClosingVoucherInvoices(Document): +class OrganismTestResult(Document): pass diff --git a/erpnext/healthcare/doctype/patient/patient.py b/erpnext/healthcare/doctype/patient/patient.py index 30a1e45f0e..63dd8d4793 100644 --- a/erpnext/healthcare/doctype/patient/patient.py +++ b/erpnext/healthcare/doctype/patient/patient.py @@ -172,3 +172,15 @@ def get_patient_detail(patient): if vital_sign: details.update(vital_sign[0]) return details + +def get_timeline_data(doctype, name): + """Return timeline data from medical records""" + return dict(frappe.db.sql(''' + SELECT + unix_timestamp(communication_date), count(*) + FROM + `tabPatient Medical Record` + WHERE + patient=%s + and `communication_date` > date_sub(curdate(), interval 1 year) + GROUP BY communication_date''', name)) diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js index f7ed31bfea..2d6b64532b 100644 --- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js +++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js @@ -226,7 +226,9 @@ let check_and_set_availability = function(frm) { primary_action_label: __('Book'), primary_action: function() { frm.set_value('appointment_time', selected_slot); - frm.set_value('duration', duration); + if (!frm.doc.duration) { + frm.set_value('duration', duration); + } frm.set_value('practitioner', d.get_value('practitioner')); frm.set_value('department', d.get_value('department')); frm.set_value('appointment_date', d.get_value('appointment_date')); diff --git a/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json index 15c94344e9..eb0021ff75 100644 --- a/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json +++ b/erpnext/healthcare/doctype/patient_assessment/patient_assessment.json @@ -63,7 +63,8 @@ { "fieldname": "assessment_datetime", "fieldtype": "Datetime", - "label": "Assessment Datetime" + "label": "Assessment Datetime", + "reqd": 1 }, { "fieldname": "section_break_7", @@ -139,7 +140,7 @@ ], "is_submittable": 1, "links": [], - "modified": "2020-05-25 14:38:38.302399", + "modified": "2020-06-25 00:25:13.208400", "modified_by": "Administrator", "module": "Healthcare", "name": "Patient Assessment", diff --git a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js index edcee99d4b..6353d19ef1 100644 --- a/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js +++ b/erpnext/healthcare/doctype/patient_encounter/patient_encounter.js @@ -220,7 +220,7 @@ var schedule_inpatient = function(frm) { } }, freeze: true, - freeze_message: 'Scheduling Patient Admission' + freeze_message: __('Scheduling Patient Admission') }); frm.refresh_fields(); dialog.hide(); diff --git a/erpnext/healthcare/doctype/sensitivity_test_items/sensitivity_test_items.json b/erpnext/healthcare/doctype/sensitivity_test_items/sensitivity_test_items.json deleted file mode 100644 index 86f5e26f0a..0000000000 --- a/erpnext/healthcare/doctype/sensitivity_test_items/sensitivity_test_items.json +++ /dev/null @@ -1,103 +0,0 @@ -{ - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-02-22 15:18:01.769903", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, - "fields": [ - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "antibiotic", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Antibiotic", - "length": 0, - "no_copy": 0, - "options": "Antibiotic", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "antibiotic_sensitivity", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Sensitivity", - "length": 0, - "no_copy": 0, - "options": "Sensitivity", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2017-10-05 11:08:06.327972", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Sensitivity Test Items", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0 -} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/sensitivity_test_result/__init__.py b/erpnext/healthcare/doctype/sensitivity_test_result/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/doctype/sensitivity_test_result/sensitivity_test_result.json b/erpnext/healthcare/doctype/sensitivity_test_result/sensitivity_test_result.json new file mode 100644 index 0000000000..768c17710f --- /dev/null +++ b/erpnext/healthcare/doctype/sensitivity_test_result/sensitivity_test_result.json @@ -0,0 +1,103 @@ +{ + "allow_copy": 1, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "beta": 1, + "creation": "2016-02-22 15:18:01.769903", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, + "fields": [ + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "antibiotic", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 1, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 1, + "in_standard_filter": 0, + "label": "Antibiotic", + "length": 0, + "no_copy": 0, + "options": "Antibiotic", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "antibiotic_sensitivity", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 1, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 1, + "in_standard_filter": 0, + "label": "Sensitivity", + "length": 0, + "no_copy": 0, + "options": "Sensitivity", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 0, + "issingle": 0, + "istable": 1, + "max_attachments": 0, + "modified": "2017-10-05 11:08:06.327972", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Sensitivity Test Result", + "name_case": "", + "owner": "Administrator", + "permissions": [], + "quick_entry": 0, + "read_only": 0, + "read_only_onload": 0, + "restrict_to_domain": "Healthcare", + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 0, + "track_seen": 0 +} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/special_test_items/special_test_items.py b/erpnext/healthcare/doctype/sensitivity_test_result/sensitivity_test_result.py similarity index 84% rename from erpnext/healthcare/doctype/special_test_items/special_test_items.py rename to erpnext/healthcare/doctype/sensitivity_test_result/sensitivity_test_result.py index 17080b7e3b..64f1e6ca25 100644 --- a/erpnext/healthcare/doctype/special_test_items/special_test_items.py +++ b/erpnext/healthcare/doctype/sensitivity_test_result/sensitivity_test_result.py @@ -5,5 +5,5 @@ from __future__ import unicode_literals from frappe.model.document import Document -class SpecialTestItems(Document): +class SensitivityTestResult(Document): pass diff --git a/erpnext/healthcare/doctype/special_test_items/special_test_items.json b/erpnext/healthcare/doctype/special_test_items/special_test_items.json deleted file mode 100644 index a15806e8a5..0000000000 --- a/erpnext/healthcare/doctype/special_test_items/special_test_items.json +++ /dev/null @@ -1,175 +0,0 @@ -{ - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-02-22 15:12:36.202380", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 1, - "engine": "InnoDB", - "fields": [ - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "lab_test_particulars", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Particulars", - "length": 0, - "no_copy": 0, - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "eval:doc.require_result_value == 1", - "fieldname": "result_value", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Value", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "print_width": "", - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0, - "width": "" - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "require_result_value", - "fieldtype": "Check", - "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": "Require Result Value", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "template", - "fieldtype": "Link", - "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": "Template", - "length": 0, - "no_copy": 0, - "options": "Lab Test Template", - "permlevel": 0, - "precision": "", - "print_hide": 1, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 1, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2018-09-04 12:01:18.801216", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Special Test Items", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 -} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/special_test_template/special_test_template.json b/erpnext/healthcare/doctype/special_test_template/special_test_template.json deleted file mode 100644 index 372af0a959..0000000000 --- a/erpnext/healthcare/doctype/special_test_template/special_test_template.json +++ /dev/null @@ -1,72 +0,0 @@ -{ - "allow_copy": 1, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 1, - "creation": "2016-02-22 16:12:12.394200", - "custom": 0, - "docstatus": 0, - "doctype": "DocType", - "document_type": "Setup", - "editable_grid": 1, - "fields": [ - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "particulars", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 1, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Result Component", - "length": 0, - "no_copy": 0, - "options": "", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 1, - "max_attachments": 0, - "modified": "2017-10-04 16:20:09.565316", - "modified_by": "Administrator", - "module": "Healthcare", - "name": "Special Test Template", - "name_case": "", - "owner": "Administrator", - "permissions": [], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "restrict_to_domain": "Healthcare", - "show_name_in_global_search": 0, - "sort_field": "modified", - "sort_order": "DESC", - "track_changes": 0, - "track_seen": 0 -} \ No newline at end of file diff --git a/erpnext/healthcare/doctype/special_test_template/special_test_template.py b/erpnext/healthcare/doctype/special_test_template/special_test_template.py deleted file mode 100644 index e4e0d5b7bd..0000000000 --- a/erpnext/healthcare/doctype/special_test_template/special_test_template.py +++ /dev/null @@ -1,9 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright (c) 2015, ESS and contributors -# For license information, please see license.txt - -from __future__ import unicode_literals -from frappe.model.document import Document - -class SpecialTestTemplate(Document): - pass diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py index c19be17ba8..e0f015f3d7 100644 --- a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py @@ -5,6 +5,7 @@ from __future__ import unicode_literals import frappe from frappe.model.document import Document +from frappe.utils import today class TherapyPlan(Document): def validate(self): @@ -45,4 +46,6 @@ def make_therapy_session(therapy_plan, patient, therapy_type): therapy_session.rate = therapy_type.rate therapy_session.exercises = therapy_type.exercises + if frappe.flags.in_test: + therapy_session.start_date = today() return therapy_session.as_dict() \ No newline at end of file diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.json b/erpnext/healthcare/doctype/therapy_session/therapy_session.json index c75d9342ef..dc0cafcf9c 100644 --- a/erpnext/healthcare/doctype/therapy_session/therapy_session.json +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.json @@ -154,7 +154,8 @@ { "fieldname": "start_date", "fieldtype": "Date", - "label": "Start Date" + "label": "Start Date", + "reqd": 1 }, { "fieldname": "start_time", @@ -219,7 +220,7 @@ ], "is_submittable": 1, "links": [], - "modified": "2020-06-29 14:33:34.836594", + "modified": "2020-06-30 10:56:10.354268", "modified_by": "Administrator", "module": "Healthcare", "name": "Therapy Session", diff --git a/erpnext/healthcare/healthcare_dashboard/healthcare/healthcare.json b/erpnext/healthcare/healthcare_dashboard/healthcare/healthcare.json new file mode 100644 index 0000000000..2fea6682ed --- /dev/null +++ b/erpnext/healthcare/healthcare_dashboard/healthcare/healthcare.json @@ -0,0 +1,62 @@ +{ + "cards": [ + { + "card": "Total Patients" + }, + { + "card": "Total Patients Admitted" + }, + { + "card": "Open Appointments" + }, + { + "card": "Appointments to Bill" + } + ], + "charts": [ + { + "chart": "Patient Appointments", + "width": "Full" + }, + { + "chart": "In-Patient Status", + "width": "Half" + }, + { + "chart": "Clinical Procedures Status", + "width": "Half" + }, + { + "chart": "Lab Tests", + "width": "Half" + }, + { + "chart": "Clinical Procedures", + "width": "Half" + }, + { + "chart": "Symptoms", + "width": "Half" + }, + { + "chart": "Diagnoses", + "width": "Half" + }, + { + "chart": "Department wise Patient Appointments", + "width": "Full" + } + ], + "creation": "2020-07-14 18:17:54.823311", + "dashboard_name": "Healthcare", + "docstatus": 0, + "doctype": "Dashboard", + "idx": 0, + "is_default": 0, + "is_standard": 1, + "modified": "2020-07-22 15:36:34.220387", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Healthcare", + "owner": "Administrator" +} \ No newline at end of file diff --git a/erpnext/healthcare/number_card/appointments_to_bill/appointments_to_bill.json b/erpnext/healthcare/number_card/appointments_to_bill/appointments_to_bill.json new file mode 100644 index 0000000000..3e4d4e27df --- /dev/null +++ b/erpnext/healthcare/number_card/appointments_to_bill/appointments_to_bill.json @@ -0,0 +1,21 @@ +{ + "creation": "2020-07-14 18:17:54.792773", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Patient Appointment", + "dynamic_filters_json": "[[\"Patient Appointment\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Patient Appointment\",\"invoiced\",\"=\",0,false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Appointments To Bill", + "modified": "2020-07-22 13:27:58.038577", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Appointments to Bill", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Daily", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/healthcare/number_card/open_appointments/open_appointments.json b/erpnext/healthcare/number_card/open_appointments/open_appointments.json new file mode 100644 index 0000000000..8d121cc58a --- /dev/null +++ b/erpnext/healthcare/number_card/open_appointments/open_appointments.json @@ -0,0 +1,21 @@ +{ + "creation": "2020-07-14 18:17:54.771092", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Patient Appointment", + "dynamic_filters_json": "[[\"Patient Appointment\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]", + "filters_json": "[[\"Patient Appointment\",\"status\",\"=\",\"Open\",false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Open Appointments", + "modified": "2020-07-22 13:27:09.542122", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Open Appointments", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Daily", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/healthcare/number_card/total_patients/total_patients.json b/erpnext/healthcare/number_card/total_patients/total_patients.json new file mode 100644 index 0000000000..75441a6842 --- /dev/null +++ b/erpnext/healthcare/number_card/total_patients/total_patients.json @@ -0,0 +1,20 @@ +{ + "creation": "2020-07-14 18:17:54.727946", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Patient", + "filters_json": "[[\"Patient\",\"status\",\"=\",\"Active\",false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Patients", + "modified": "2020-07-22 13:26:02.643534", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Total Patients", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Daily", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/healthcare/number_card/total_patients_admitted/total_patients_admitted.json b/erpnext/healthcare/number_card/total_patients_admitted/total_patients_admitted.json new file mode 100644 index 0000000000..69a967df93 --- /dev/null +++ b/erpnext/healthcare/number_card/total_patients_admitted/total_patients_admitted.json @@ -0,0 +1,20 @@ +{ + "creation": "2020-07-14 18:17:54.749754", + "docstatus": 0, + "doctype": "Number Card", + "document_type": "Patient", + "filters_json": "[[\"Patient\",\"inpatient_status\",\"=\",\"Admitted\",false]]", + "function": "Count", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "label": "Total Patients Admitted", + "modified": "2020-07-22 13:26:20.027788", + "modified_by": "Administrator", + "module": "Healthcare", + "name": "Total Patients Admitted", + "owner": "Administrator", + "show_percentage_stats": 1, + "stats_time_interval": "Daily", + "type": "Document Type" +} \ No newline at end of file diff --git a/erpnext/healthcare/page/patient_progress/__init__.py b/erpnext/healthcare/page/patient_progress/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/healthcare/page/patient_progress/patient_progress.css b/erpnext/healthcare/page/patient_progress/patient_progress.css new file mode 100644 index 0000000000..5d85a7487f --- /dev/null +++ b/erpnext/healthcare/page/patient_progress/patient_progress.css @@ -0,0 +1,165 @@ +/* sidebar */ + +.layout-side-section .frappe-control[data-fieldname='patient'] { + max-width: 300px; +} + +.patient-image-container { + margin-top: 17px; +} + +.patient-image { + display: inline-block; + width: 100%; + height: 0; + padding: 50% 0px; + background-size: cover; + background-repeat: no-repeat; + background-position: center center; + border-radius: 4px; +} + +.patient-details { + margin: -5px 5px; +} + +.important-links { + margin: 30px 5px; +} + +.patient-name { + font-size: 20px; +} + +/* heatmap */ + +.heatmap-container { + height: 170px; +} + +.patient-heatmap { + width: 80%; + display: inline-block; +} + +.patient-heatmap .chart-container { + margin-left: 30px; +} + +.patient-heatmap .frappe-chart { + margin-top: 5px; +} + +.patient-heatmap .frappe-chart .chart-legend { + display: none; +} + +.heatmap-container .chart-filter { + position: relative; + top: 5px; + margin-right: 10px; +} + +/* percentage chart */ + +.percentage-chart-container { + height: 130px; +} + +.percentage-chart-container .chart-filter { + position: relative; + top: 5px; + margin-right: 10px; +} + +.therapy-session-percentage-chart .frappe-chart { + position: absolute; + top: 5px; +} + +/* line charts */ + +.date-field .clearfix { + display: none; +} + +.date-field .help-box { + display: none; +} + +.date-field .frappe-control { + margin-bottom: 0px !important; +} + +.date-field .form-group { + margin-bottom: 0px !important; +} + +/* common */ + +text.title { + text-transform: uppercase; + font-size: 11px; + margin-left: 20px; + margin-top: 20px; + display: block; +} + +.chart-filter-search { + margin-left: 35px; + width: 25%; +} + +.chart-column-container { + border-bottom: 1px solid #d1d8dd; + margin: 5px 0; +} + +.line-chart-container .frappe-chart { + margin-top: -20px; +} + +.line-chart-container { + margin-bottom: 20px; +} + +.chart-control { + align-self: center; + display: flex; + flex-direction: row-reverse; + margin-top: -25px; +} + +.chart-control > * { + margin-right: 10px; +} + +/* mobile */ + +@media (max-width: 991px) { + .patient-progress-sidebar { + display: flex; + } + + .percentage-chart-container { + border-top: 1px solid #d1d8dd; + } + + .percentage-chart-container .chart-filter { + position: relative; + top: 12px; + margin-right: 10px; + } + + .patient-progress-sidebar .important-links { + margin: 0; + } + + .patient-progress-sidebar .patient-details { + width: 50%; + } + + .chart-filter-search { + width: 40%; + } +} diff --git a/erpnext/healthcare/page/patient_progress/patient_progress.html b/erpnext/healthcare/page/patient_progress/patient_progress.html new file mode 100644 index 0000000000..c20537ea81 --- /dev/null +++ b/erpnext/healthcare/page/patient_progress/patient_progress.html @@ -0,0 +1,68 @@ +
+
\ No newline at end of file
diff --git a/erpnext/healthcare/page/patient_progress/patient_progress.js b/erpnext/healthcare/page/patient_progress/patient_progress.js
new file mode 100644
index 0000000000..2410b0ce84
--- /dev/null
+++ b/erpnext/healthcare/page/patient_progress/patient_progress.js
@@ -0,0 +1,531 @@
+frappe.pages['patient-progress'].on_page_load = function(wrapper) {
+
+ frappe.ui.make_app_page({
+ parent: wrapper,
+ title: __('Patient Progress')
+ });
+
+ let patient_progress = new PatientProgress(wrapper);
+ $(wrapper).bind('show', ()=> {
+ patient_progress.show();
+ });
+};
+
+class PatientProgress {
+
+ constructor(wrapper) {
+ this.wrapper = $(wrapper);
+ this.page = wrapper.page;
+ this.sidebar = this.wrapper.find('.layout-side-section');
+ this.main_section = this.wrapper.find('.layout-main-section');
+ }
+
+ show() {
+ frappe.breadcrumbs.add('Healthcare');
+ this.sidebar.empty();
+
+ let me = this;
+ let patient = frappe.ui.form.make_control({
+ parent: me.sidebar,
+ df: {
+ fieldtype: 'Link',
+ options: 'Patient',
+ fieldname: 'patient',
+ placeholder: __('Select Patient'),
+ only_select: true,
+ change: () => {
+ me.patient_id = '';
+ if (me.patient_id != patient.get_value() && patient.get_value()) {
+ me.start = 0;
+ me.patient_id = patient.get_value();
+ me.make_patient_profile();
+ }
+ }
+ }
+ });
+ patient.refresh();
+
+ if (frappe.route_options && !this.patient) {
+ patient.set_value(frappe.route_options.patient);
+ this.patient_id = frappe.route_options.patient;
+ }
+
+ this.sidebar.find('[data-fieldname="patient"]').append('');
+ }
+
+ make_patient_profile() {
+ this.page.set_title(__('Patient Progress'));
+ this.main_section.empty().append(frappe.render_template('patient_progress'));
+ this.render_patient_details();
+ this.render_heatmap();
+ this.render_percentage_chart('therapy_type', 'Therapy Type Distribution');
+ this.create_percentage_chart_filters();
+ this.show_therapy_progress();
+ this.show_assessment_results();
+ this.show_therapy_assessment_correlation();
+ this.show_assessment_parameter_progress();
+ }
+
+ get_patient_info() {
+ return frappe.xcall('frappe.client.get', {
+ doctype: 'Patient',
+ name: this.patient_id
+ }).then((patient) => {
+ if (patient) {
+ this.patient = patient;
+ }
+ });
+ }
+
+ get_therapy_sessions_count() {
+ return frappe.xcall(
+ 'erpnext.healthcare.page.patient_progress.patient_progress.get_therapy_sessions_count', {
+ patient: this.patient_id,
+ }
+ ).then(data => {
+ if (data) {
+ this.total_therapy_sessions = data.total_therapy_sessions;
+ this.therapy_sessions_this_month = data.therapy_sessions_this_month;
+ }
+ });
+ }
+
+ render_patient_details() {
+ this.get_patient_info().then(() => {
+ this.get_therapy_sessions_count().then(() => {
+ $('.patient-info').empty().append(frappe.render_template('patient_progress_sidebar', {
+ patient_image: this.patient.image,
+ patient_name: this.patient.patient_name,
+ patient_gender: this.patient.sex,
+ patient_mobile: this.patient.mobile,
+ total_therapy_sessions: this.total_therapy_sessions,
+ therapy_sessions_this_month: this.therapy_sessions_this_month
+ }));
+
+ this.setup_patient_profile_links();
+ });
+ });
+ }
+
+ setup_patient_profile_links() {
+ this.wrapper.find('.patient-profile-link').on('click', () => {
+ frappe.set_route('Form', 'Patient', this.patient_id);
+ });
+
+ this.wrapper.find('.therapy-plan-link').on('click', () => {
+ frappe.route_options = {
+ 'patient': this.patient_id,
+ 'docstatus': 1
+ };
+ frappe.set_route('List', 'Therapy Plan');
+ });
+
+ this.wrapper.find('.patient-history').on('click', () => {
+ frappe.route_options = {
+ 'patient': this.patient_id
+ };
+ frappe.set_route('patient_history');
+ });
+ }
+
+ render_heatmap() {
+ this.heatmap = new frappe.Chart('.patient-heatmap', {
+ type: 'heatmap',
+ countLabel: 'Interactions',
+ data: {},
+ discreteDomains: 0
+ });
+ this.update_heatmap_data();
+ this.create_heatmap_chart_filters();
+ }
+
+ update_heatmap_data(date_from) {
+ frappe.xcall('erpnext.healthcare.page.patient_progress.patient_progress.get_patient_heatmap_data', {
+ patient: this.patient_id,
+ date: date_from || frappe.datetime.year_start(),
+ }).then((data) => {
+ this.heatmap.update( {dataPoints: data} );
+ });
+ }
+
+ create_heatmap_chart_filters() {
+ this.get_patient_info().then(() => {
+ let filters = [
+ {
+ label: frappe.dashboard_utils.get_year(frappe.datetime.now_date()),
+ options: frappe.dashboard_utils.get_years_since_creation(this.patient.creation),
+ action: (selected_item) => {
+ this.update_heatmap_data(frappe.datetime.obj_to_str(selected_item));
+ }
+ },
+ ];
+ frappe.dashboard_utils.render_chart_filters(filters, 'chart-filter', '.heatmap-container');
+ });
+ }
+
+ render_percentage_chart(field, title) {
+ frappe.xcall(
+ 'erpnext.healthcare.page.patient_progress.patient_progress.get_therapy_sessions_distribution_data', {
+ patient: this.patient_id,
+ field: field
+ }
+ ).then(chart => {
+ if (chart.labels.length) {
+ this.percentage_chart = new frappe.Chart('.therapy-session-percentage-chart', {
+ title: title,
+ type: 'percentage',
+ data: {
+ labels: chart.labels,
+ datasets: chart.datasets
+ },
+ truncateLegends: 1,
+ barOptions: {
+ height: 11,
+ depth: 1
+ },
+ height: 160,
+ maxSlices: 8,
+ colors: ['#5e64ff', '#743ee2', '#ff5858', '#ffa00a', '#feef72', '#28a745', '#98d85b', '#a9a7ac'],
+ });
+ } else {
+ this.wrapper.find('.percentage-chart-container').hide();
+ }
+ });
+ }
+
+ create_percentage_chart_filters() {
+ let filters = [
+ {
+ label: 'Therapy Type',
+ options: ['Therapy Type', 'Exercise Type'],
+ fieldnames: ['therapy_type', 'exercise_type'],
+ action: (selected_item, fieldname) => {
+ let title = selected_item + ' Distribution';
+ this.render_percentage_chart(fieldname, title);
+ }
+ },
+ ];
+ frappe.dashboard_utils.render_chart_filters(filters, 'chart-filter', '.percentage-chart-container');
+ }
+
+ create_time_span_filters(action_method, parent) {
+ let chart_control = $(parent).find('.chart-control');
+ let filters = [
+ {
+ label: 'Last Month',
+ options: ['Select Date Range', 'Last Week', 'Last Month', 'Last Quarter', 'Last Year'],
+ action: (selected_item) => {
+ if (selected_item === 'Select Date Range') {
+ this.render_date_range_fields(action_method, chart_control);
+ } else {
+ // hide date range field if visible
+ let date_field = $(parent).find('.date-field');
+ if (date_field.is(':visible')) {
+ date_field.hide();
+ }
+ this[action_method](selected_item);
+ }
+ }
+ }
+ ];
+ frappe.dashboard_utils.render_chart_filters(filters, 'chart-filter', chart_control, 1);
+ }
+
+ render_date_range_fields(action_method, parent) {
+ let date_field = $(parent).find('.date-field');
+
+ if (!date_field.length) {
+ let date_field_wrapper = $(
+ ``
+ ).appendTo(parent);
+
+ let date_range_field = frappe.ui.form.make_control({
+ df: {
+ fieldtype: 'DateRange',
+ fieldname: 'from_date',
+ placeholder: 'Date Range',
+ input_class: 'input-xs',
+ reqd: 1,
+ change: () => {
+ let selected_date_range = date_range_field.get_value();
+ if (selected_date_range && selected_date_range.length === 2) {
+ this[action_method](selected_date_range);
+ }
+ }
+ },
+ parent: date_field_wrapper,
+ render_input: 1
+ });
+ } else if (!date_field.is(':visible')) {
+ date_field.show();
+ }
+ }
+
+ show_therapy_progress() {
+ let me = this;
+ let therapy_type = frappe.ui.form.make_control({
+ parent: $('.therapy-type-search'),
+ df: {
+ fieldtype: 'Link',
+ options: 'Therapy Type',
+ fieldname: 'therapy_type',
+ placeholder: __('Select Therapy Type'),
+ only_select: true,
+ change: () => {
+ if (me.therapy_type != therapy_type.get_value() && therapy_type.get_value()) {
+ me.therapy_type = therapy_type.get_value();
+ me.render_therapy_progress_chart();
+ }
+ }
+ }
+ });
+ therapy_type.refresh();
+ this.create_time_span_filters('render_therapy_progress_chart', '.therapy-progress');
+ }
+
+ render_therapy_progress_chart(time_span='Last Month') {
+ if (!this.therapy_type) return;
+
+ frappe.xcall(
+ 'erpnext.healthcare.page.patient_progress.patient_progress.get_therapy_progress_data', {
+ patient: this.patient_id,
+ therapy_type: this.therapy_type,
+ time_span: time_span
+ }
+ ).then(chart => {
+ let data = {
+ labels: chart.labels,
+ datasets: chart.datasets
+ }
+ let parent = '.therapy-progress-line-chart';
+ if (!chart.labels.length) {
+ this.show_null_state(parent);
+ } else {
+ if (!this.therapy_line_chart) {
+ this.therapy_line_chart = new frappe.Chart(parent, {
+ type: 'axis-mixed',
+ height: 250,
+ data: data,
+ lineOptions: {
+ regionFill: 1
+ },
+ axisOptions: {
+ xIsSeries: 1
+ },
+ });
+ } else {
+ $(parent).find('.chart-container').show();
+ $(parent).find('.chart-empty-state').hide();
+ this.therapy_line_chart.update(data);
+ }
+ }
+ });
+ }
+
+ show_assessment_results() {
+ let me = this;
+ let assessment_template = frappe.ui.form.make_control({
+ parent: $('.assessment-template-search'),
+ df: {
+ fieldtype: 'Link',
+ options: 'Patient Assessment Template',
+ fieldname: 'assessment_template',
+ placeholder: __('Select Assessment Template'),
+ only_select: true,
+ change: () => {
+ if (me.assessment_template != assessment_template.get_value() && assessment_template.get_value()) {
+ me.assessment_template = assessment_template.get_value();
+ me.render_assessment_result_chart();
+ }
+ }
+ }
+ });
+ assessment_template.refresh();
+ this.create_time_span_filters('render_assessment_result_chart', '.assessment-results');
+ }
+
+ render_assessment_result_chart(time_span='Last Month') {
+ if (!this.assessment_template) return;
+
+ frappe.xcall(
+ 'erpnext.healthcare.page.patient_progress.patient_progress.get_patient_assessment_data', {
+ patient: this.patient_id,
+ assessment_template: this.assessment_template,
+ time_span: time_span
+ }
+ ).then(chart => {
+ let data = {
+ labels: chart.labels,
+ datasets: chart.datasets,
+ yMarkers: [
+ { label: 'Max Score', value: chart.max_score }
+ ],
+ }
+ let parent = '.assessment-results-line-chart';
+ if (!chart.labels.length) {
+ this.show_null_state(parent);
+ } else {
+ if (!this.assessment_line_chart) {
+ this.assessment_line_chart = new frappe.Chart(parent, {
+ type: 'axis-mixed',
+ height: 250,
+ data: data,
+ lineOptions: {
+ regionFill: 1
+ },
+ axisOptions: {
+ xIsSeries: 1
+ },
+ tooltipOptions: {
+ formatTooltipY: d => d + __(' out of ') + chart.max_score
+ }
+ });
+ } else {
+ $(parent).find('.chart-container').show();
+ $(parent).find('.chart-empty-state').hide();
+ this.assessment_line_chart.update(data);
+ }
+ }
+ });
+ }
+
+ show_therapy_assessment_correlation() {
+ let me = this;
+ let assessment = frappe.ui.form.make_control({
+ parent: $('.assessment-correlation-template-search'),
+ df: {
+ fieldtype: 'Link',
+ options: 'Patient Assessment Template',
+ fieldname: 'assessment',
+ placeholder: __('Select Assessment Template'),
+ only_select: true,
+ change: () => {
+ if (me.assessment != assessment.get_value() && assessment.get_value()) {
+ me.assessment = assessment.get_value();
+ me.render_therapy_assessment_correlation_chart();
+ }
+ }
+ }
+ });
+ assessment.refresh();
+ this.create_time_span_filters('render_therapy_assessment_correlation_chart', '.therapy-assessment-correlation');
+ }
+
+ render_therapy_assessment_correlation_chart(time_span='Last Month') {
+ if (!this.assessment) return;
+
+ frappe.xcall(
+ 'erpnext.healthcare.page.patient_progress.patient_progress.get_therapy_assessment_correlation_data', {
+ patient: this.patient_id,
+ assessment_template: this.assessment,
+ time_span: time_span
+ }
+ ).then(chart => {
+ let data = {
+ labels: chart.labels,
+ datasets: chart.datasets,
+ yMarkers: [
+ { label: 'Max Score', value: chart.max_score }
+ ],
+ }
+ let parent = '.therapy-assessment-correlation-chart';
+ if (!chart.labels.length) {
+ this.show_null_state(parent);
+ } else {
+ if (!this.correlation_chart) {
+ this.correlation_chart = new frappe.Chart(parent, {
+ type: 'axis-mixed',
+ height: 300,
+ data: data,
+ axisOptions: {
+ xIsSeries: 1
+ }
+ });
+ } else {
+ $(parent).find('.chart-container').show();
+ $(parent).find('.chart-empty-state').hide();
+ this.correlation_chart.update(data);
+ }
+ }
+ });
+ }
+
+ show_assessment_parameter_progress() {
+ let me = this;
+ let parameter = frappe.ui.form.make_control({
+ parent: $('.assessment-parameter-search'),
+ df: {
+ fieldtype: 'Link',
+ options: 'Patient Assessment Parameter',
+ fieldname: 'assessment',
+ placeholder: __('Select Assessment Parameter'),
+ only_select: true,
+ change: () => {
+ if (me.parameter != parameter.get_value() && parameter.get_value()) {
+ me.parameter = parameter.get_value();
+ me.render_assessment_parameter_progress_chart();
+ }
+ }
+ }
+ });
+ parameter.refresh();
+ this.create_time_span_filters('render_assessment_parameter_progress_chart', '.assessment-parameter-progress');
+ }
+
+ render_assessment_parameter_progress_chart(time_span='Last Month') {
+ if (!this.parameter) return;
+
+ frappe.xcall(
+ 'erpnext.healthcare.page.patient_progress.patient_progress.get_assessment_parameter_data', {
+ patient: this.patient_id,
+ parameter: this.parameter,
+ time_span: time_span
+ }
+ ).then(chart => {
+ let data = {
+ labels: chart.labels,
+ datasets: chart.datasets
+ }
+ let parent = '.assessment-parameter-progress-chart';
+ if (!chart.labels.length) {
+ this.show_null_state(parent);
+ } else {
+ if (!this.parameter_chart) {
+ this.parameter_chart = new frappe.Chart(parent, {
+ type: 'line',
+ height: 250,
+ data: data,
+ lineOptions: {
+ regionFill: 1
+ },
+ axisOptions: {
+ xIsSeries: 1
+ },
+ tooltipOptions: {
+ formatTooltipY: d => d + '%'
+ }
+ });
+ } else {
+ $(parent).find('.chart-container').show();
+ $(parent).find('.chart-empty-state').hide();
+ this.parameter_chart.update(data);
+ }
+ }
+ });
+ }
+
+ show_null_state(parent) {
+ let null_state = $(parent).find('.chart-empty-state');
+ if (null_state.length) {
+ $(null_state).show();
+ } else {
+ null_state = $(
+ `
+
+
+
+
+
+
+
+
+
+
+
+
+ Therapy Progress
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Assessment Results
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Therapy Type and Assessment Correlation
+
+
+
+
+
+
+
+
+
+
+
+
+ Assessment Parameter Wise Progress
+
+
+
+
+
+
+
+
+
+ ${__(
+ "No Data..."
+ )}
`
+ );
+ $(parent).append(null_state);
+ }
+ $(parent).find('.chart-container').hide();
+ }
+}
\ No newline at end of file
diff --git a/erpnext/healthcare/page/patient_progress/patient_progress.json b/erpnext/healthcare/page/patient_progress/patient_progress.json
new file mode 100644
index 0000000000..0175cb9c45
--- /dev/null
+++ b/erpnext/healthcare/page/patient_progress/patient_progress.json
@@ -0,0 +1,33 @@
+{
+ "content": null,
+ "creation": "2020-06-12 15:46:23.111928",
+ "docstatus": 0,
+ "doctype": "Page",
+ "idx": 0,
+ "modified": "2020-07-23 21:45:45.540055",
+ "modified_by": "Administrator",
+ "module": "Healthcare",
+ "name": "patient-progress",
+ "owner": "Administrator",
+ "page_name": "patient-progress",
+ "restrict_to_domain": "Healthcare",
+ "roles": [
+ {
+ "role": "Healthcare Administrator"
+ },
+ {
+ "role": "Physician"
+ },
+ {
+ "role": "Patient"
+ },
+ {
+ "role": "System Manager"
+ }
+ ],
+ "script": null,
+ "standard": "Yes",
+ "style": null,
+ "system_page": 0,
+ "title": "Patient Progress"
+}
\ No newline at end of file
diff --git a/erpnext/healthcare/page/patient_progress/patient_progress.py b/erpnext/healthcare/page/patient_progress/patient_progress.py
new file mode 100644
index 0000000000..a04fb2b592
--- /dev/null
+++ b/erpnext/healthcare/page/patient_progress/patient_progress.py
@@ -0,0 +1,197 @@
+import frappe
+from datetime import datetime
+from frappe import _
+from frappe.utils import getdate, get_timespan_date_range
+import json
+
+@frappe.whitelist()
+def get_therapy_sessions_count(patient):
+ total = frappe.db.count('Therapy Session', filters={
+ 'docstatus': 1,
+ 'patient': patient
+ })
+
+ month_start = datetime.today().replace(day=1)
+ this_month = frappe.db.count('Therapy Session', filters={
+ 'creation': ['>', month_start],
+ 'docstatus': 1,
+ 'patient': patient
+ })
+
+ return {
+ 'total_therapy_sessions': total,
+ 'therapy_sessions_this_month': this_month
+ }
+
+
+@frappe.whitelist()
+def get_patient_heatmap_data(patient, date):
+ return dict(frappe.db.sql("""
+ SELECT
+ unix_timestamp(communication_date), count(*)
+ FROM
+ `tabPatient Medical Record`
+ WHERE
+ communication_date > subdate(%(date)s, interval 1 year) and
+ communication_date < subdate(%(date)s, interval -1 year) and
+ patient = %(patient)s
+ GROUP BY communication_date
+ ORDER BY communication_date asc""", {'date': date, 'patient': patient}))
+
+
+@frappe.whitelist()
+def get_therapy_sessions_distribution_data(patient, field):
+ if field == 'therapy_type':
+ result = frappe.db.get_all('Therapy Session',
+ filters = {'patient': patient, 'docstatus': 1},
+ group_by = field,
+ order_by = field,
+ fields = [field, 'count(*)'],
+ as_list = True)
+
+ elif field == 'exercise_type':
+ data = frappe.db.get_all('Therapy Session', filters={
+ 'docstatus': 1,
+ 'patient': patient
+ }, as_list=True)
+ therapy_sessions = [entry[0] for entry in data]
+
+ result = frappe.db.get_all('Exercise',
+ filters = {
+ 'parenttype': 'Therapy Session',
+ 'parent': ['in', therapy_sessions],
+ 'docstatus': 1
+ },
+ group_by = field,
+ order_by = field,
+ fields = [field, 'count(*)'],
+ as_list = True)
+
+ return {
+ 'labels': [r[0] for r in result if r[0] != None],
+ 'datasets': [{
+ 'values': [r[1] for r in result]
+ }]
+ }
+
+
+@frappe.whitelist()
+def get_therapy_progress_data(patient, therapy_type, time_span):
+ date_range = get_date_range(time_span)
+ query_values = {'from_date': date_range[0], 'to_date': date_range[1], 'therapy_type': therapy_type, 'patient': patient}
+ result = frappe.db.sql("""
+ SELECT
+ start_date, total_counts_targeted, total_counts_completed
+ FROM
+ `tabTherapy Session`
+ WHERE
+ start_date BETWEEN %(from_date)s AND %(to_date)s and
+ docstatus = 1 and
+ therapy_type = %(therapy_type)s and
+ patient = %(patient)s
+ ORDER BY start_date""", query_values, as_list=1)
+
+ return {
+ 'labels': [r[0] for r in result if r[0] != None],
+ 'datasets': [
+ { 'name': _('Targetted'), 'values': [r[1] for r in result if r[0] != None] },
+ { 'name': _('Completed'), 'values': [r[2] for r in result if r[0] != None] }
+ ]
+ }
+
+@frappe.whitelist()
+def get_patient_assessment_data(patient, assessment_template, time_span):
+ date_range = get_date_range(time_span)
+ query_values = {'from_date': date_range[0], 'to_date': date_range[1], 'assessment_template': assessment_template, 'patient': patient}
+ result = frappe.db.sql("""
+ SELECT
+ assessment_datetime, total_score, total_score_obtained
+ FROM
+ `tabPatient Assessment`
+ WHERE
+ DATE(assessment_datetime) BETWEEN %(from_date)s AND %(to_date)s and
+ docstatus = 1 and
+ assessment_template = %(assessment_template)s and
+ patient = %(patient)s
+ ORDER BY assessment_datetime""", query_values, as_list=1)
+
+ return {
+ 'labels': [getdate(r[0]) for r in result if r[0] != None],
+ 'datasets': [
+ { 'name': _('Score Obtained'), 'values': [r[2] for r in result if r[0] != None] }
+ ],
+ 'max_score': result[0][1] if result else None
+ }
+
+@frappe.whitelist()
+def get_therapy_assessment_correlation_data(patient, assessment_template, time_span):
+ date_range = get_date_range(time_span)
+ query_values = {'from_date': date_range[0], 'to_date': date_range[1], 'assessment': assessment_template, 'patient': patient}
+ result = frappe.db.sql("""
+ SELECT
+ therapy.therapy_type, count(*), avg(assessment.total_score_obtained), total_score
+ FROM
+ `tabPatient Assessment` assessment INNER JOIN `tabTherapy Session` therapy
+ ON
+ assessment.therapy_session = therapy.name
+ WHERE
+ DATE(assessment.assessment_datetime) BETWEEN %(from_date)s AND %(to_date)s and
+ assessment.docstatus = 1 and
+ assessment.patient = %(patient)s and
+ assessment.assessment_template = %(assessment)s
+ GROUP BY therapy.therapy_type
+ """, query_values, as_list=1)
+
+ return {
+ 'labels': [r[0] for r in result if r[0] != None],
+ 'datasets': [
+ { 'name': _('Sessions'), 'chartType': 'bar', 'values': [r[1] for r in result if r[0] != None] },
+ { 'name': _('Average Score'), 'chartType': 'line', 'values': [round(r[2], 2) for r in result if r[0] != None] }
+ ],
+ 'max_score': result[0][1] if result else None
+ }
+
+@frappe.whitelist()
+def get_assessment_parameter_data(patient, parameter, time_span):
+ date_range = get_date_range(time_span)
+ query_values = {'from_date': date_range[0], 'to_date': date_range[1], 'parameter': parameter, 'patient': patient}
+ results = frappe.db.sql("""
+ SELECT
+ assessment.assessment_datetime,
+ sheet.score,
+ template.scale_max
+ FROM
+ `tabPatient Assessment Sheet` sheet
+ INNER JOIN `tabPatient Assessment` assessment
+ ON sheet.parent = assessment.name
+ INNER JOIN `tabPatient Assessment Template` template
+ ON template.name = assessment.assessment_template
+ WHERE
+ DATE(assessment.assessment_datetime) BETWEEN %(from_date)s AND %(to_date)s and
+ assessment.docstatus = 1 and
+ sheet.parameter = %(parameter)s and
+ assessment.patient = %(patient)s
+ ORDER BY
+ assessment.assessment_datetime asc
+ """, query_values, as_list=1)
+
+ score_percentages = []
+ for r in results:
+ if r[2] != 0 and r[0] != None:
+ score = round((int(r[1]) / int(r[2])) * 100, 2)
+ score_percentages.append(score)
+
+ return {
+ 'labels': [getdate(r[0]) for r in results if r[0] != None],
+ 'datasets': [
+ { 'name': _('Score'), 'values': score_percentages }
+ ]
+ }
+
+def get_date_range(time_span):
+ try:
+ time_span = json.loads(time_span)
+ return time_span
+ except json.decoder.JSONDecodeError:
+ return get_timespan_date_range(time_span.lower())
+
diff --git a/erpnext/healthcare/page/patient_progress/patient_progress_sidebar.html b/erpnext/healthcare/page/patient_progress/patient_progress_sidebar.html
new file mode 100644
index 0000000000..cd62dd3903
--- /dev/null
+++ b/erpnext/healthcare/page/patient_progress/patient_progress_sidebar.html
@@ -0,0 +1,29 @@
+
\ No newline at end of file
diff --git a/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json b/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json
index e8e95d8439..f7d16769c6 100644
--- a/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json
+++ b/erpnext/healthcare/print_format/lab_test_print/lab_test_print.json
@@ -7,16 +7,17 @@
"docstatus": 0,
"doctype": "Print Format",
"font": "Default",
- "html": "\n {% if letter_head and not no_letterhead -%}\n
\n {%- endif %}\n\n {% if (doc.docstatus != 1) %}\n Lab Tests have to be Submitted for Print .. !\n {% elif (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"lab_test_approval_required\") == '1' and doc.approval_status != \"Approved\") %}\n Lab Tests have to be Approved for Print .. !\n {%- else -%}\n\n \n {%- if doc.normal_test_items -%}\n
\n\n \n \n {%- if doc.special_test_items -%}\n
\n {%- endif -%}\n\n
\n",
+ "html": "{{ letter_head }}
\n \n {%- endif %}\n\n {% if (doc.docstatus != 1) %}\n Lab Tests have to be Submitted for Print .. !\n {% elif (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"lab_test_approval_required\") == '1' and doc.approval_status != \"Approved\") %}\n Lab Tests have to be Approved for Print .. !\n {%- else -%}\n
\n
\n\n \n\n
\n\n \n
\n\n \n \n
\n {% if doc.patient %}\n \n : {{doc.patient}}\n
\n {% else %}\n \n : Patient Name\n
\n {%- endif -%}\n \n
\n\n \n \n
\n \n : {{doc.patient_age}}\n
\n \n
\n\n \n \n
\n \n : {{doc.patient_sex}}\n
\n \n\n
\n\n \n
\n\n {% if doc.sample_date %}\n \n \n
\n {% if doc.practitioner %}\n \n : {{doc.practitioner}}\n
\n {%- endif -%}\n \n
\n {%- endif -%}\n\n {% if doc.result_date %}\n \n \n
\n \n : {{doc.sample_date}}\n
\n \n
\n {%- endif -%}\n\n \n \n
\n \n : {{doc.result_date}}\n
\n \n
\n\n Department of {{doc.department}}
\n| Name of Test | \nResult | \nNormal Range | \n
|---|---|---|
| {{ doc.lab_test_name }} | ||
| \n {%- if doc.normal_test_items|length > 1 %} {%- endif -%}\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}\n {%- else -%} {%- endif -%}\n {%- if row.lab_test_event -%} {{ row.lab_test_event }}{%- endif -%}\n | \n\n\n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%} \n {%- if row.lab_test_uom -%}{{ row.lab_test_uom }}{%- endif -%}\n | \n\n\n \n {%- if row.normal_range -%}{{ row.normal_range }}{%- endif -%}\n \n | \n
| Name of Test | \nResult | \n
|---|---|
| {{ doc.lab_test_name }} | |
| {{ row.lab_test_particulars }} | \n\n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%}\n | \n
| Antibiotic | \nSensitivity | \n
| {{ row.antibiotic }} | \n{{ row.antibiotic_sensitivity }} | \n
\n {%- if (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"employee_name_and_designation_in_print\") == '1') -%}\n
\n{{doc.employee_name}}
\n{{doc.employee_designation}}
\n {%- else -%}\n{{frappe.db.get_value(\"Healthcare Settings\", \"None\", \"custom_signature_in_print\") }}
\n {%- endif -%}\n\n {% if letter_head and not no_letterhead -%}\n
\n {%- endif %}\n\n {% if (doc.docstatus != 1) %}\n\n\t
\n\t\n \n {%- if doc.normal_test_items -%}\n
\n\n\t\n \n {%- if doc.descriptive_test_items -%}\n
\n \n \n {%- if doc.normal_test_items -%}\n
\n\n \n \n {%- if doc.descriptive_test_items -%}\n
\n
",
"idx": 0,
"line_breaks": 0,
- "modified": "2018-09-04 12:03:47.066918",
+ "modified": "2020-07-08 15:34:28.866798",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Lab Test Print",
"owner": "Administrator",
"print_format_builder": 0,
- "print_format_type": "Server",
+ "print_format_type": "Jinja",
+ "raw_printing": 0,
"show_section_headings": 0,
"standard": "Yes"
}
\ No newline at end of file
diff --git a/erpnext/healthcare/utils.py b/erpnext/healthcare/utils.py
index 9abaa0784a..dbd3b83f09 100644
--- a/erpnext/healthcare/utils.py
+++ b/erpnext/healthcare/utils.py
@@ -40,7 +40,7 @@ def get_appointments_to_invoice(patient, company):
patient_appointments = frappe.get_list(
'Patient Appointment',
fields = '*',
- filters = {'patient': patient.name, 'company': company, 'invoiced': 0},
+ filters = {'patient': patient.name, 'company': company, 'invoiced': 0, 'status': ['not in', 'Cancelled']},
order_by = 'appointment_date'
)
diff --git a/erpnext/healthcare/web_form/lab_test/lab_test.json b/erpnext/healthcare/web_form/lab_test/lab_test.json
index 88a9756e12..35099174e8 100644
--- a/erpnext/healthcare/web_form/lab_test/lab_test.json
+++ b/erpnext/healthcare/web_form/lab_test/lab_test.json
@@ -1,255 +1,459 @@
{
- "accept_payment": 0,
- "allow_comments": 0,
- "allow_delete": 0,
- "allow_edit": 1,
- "allow_incomplete": 0,
- "allow_multiple": 1,
- "allow_print": 1,
- "amount": 0.0,
- "amount_based_on_field": 0,
- "creation": "2017-06-06 16:12:33.052258",
- "currency": "INR",
- "doc_type": "Lab Test",
- "docstatus": 0,
- "doctype": "Web Form",
- "idx": 0,
- "introduction_text": "Lab Test",
- "is_standard": 1,
- "login_required": 1,
- "max_attachment_size": 0,
- "modified": "2018-09-04 08:50:41.314546",
- "modified_by": "Administrator",
- "module": "Healthcare",
- "name": "lab-test",
- "owner": "Administrator",
- "payment_button_label": "Buy Now",
- "print_format": "Lab Test Print",
- "published": 1,
- "route": "lab-test",
- "show_in_grid": 0,
- "show_sidebar": 1,
- "sidebar_items": [],
- "success_url": "/lab-test",
- "title": "Lab Test",
+ "accept_payment": 0,
+ "allow_comments": 1,
+ "allow_delete": 0,
+ "allow_edit": 1,
+ "allow_incomplete": 0,
+ "allow_multiple": 1,
+ "allow_print": 1,
+ "amount": 0.0,
+ "amount_based_on_field": 0,
+ "creation": "2017-06-06 16:12:33.052258",
+ "currency": "INR",
+ "doc_type": "Lab Test",
+ "docstatus": 0,
+ "doctype": "Web Form",
+ "idx": 0,
+ "introduction_text": "Lab Test",
+ "is_standard": 1,
+ "login_required": 1,
+ "max_attachment_size": 0,
+ "modified": "2020-06-22 12:59:49.126398",
+ "modified_by": "Administrator",
+ "module": "Healthcare",
+ "name": "lab-test",
+ "owner": "Administrator",
+ "payment_button_label": "Buy Now",
+ "print_format": "Lab Test Print",
+ "published": 1,
+ "route": "lab-test",
+ "route_to_success_link": 0,
+ "show_attachments": 0,
+ "show_in_grid": 0,
+ "show_sidebar": 1,
+ "sidebar_items": [],
+ "success_url": "/lab-test",
+ "title": "Lab Test",
"web_form_fields": [
{
- "fieldname": "naming_series",
- "fieldtype": "Select",
- "hidden": 0,
- "label": "Series",
- "max_length": 0,
- "max_value": 0,
- "options": "LP-",
- "read_only": 0,
- "reqd": 1,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "lab_test_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Test Name",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "default": "0",
- "fieldname": "invoiced",
- "fieldtype": "Check",
- "hidden": 0,
- "label": "Invoiced",
- "max_length": 0,
- "max_value": 0,
- "options": "",
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Department",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Medical Department",
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "patient",
- "fieldtype": "Link",
- "hidden": 0,
- "label": "Patient",
- "max_length": 0,
- "max_value": 0,
- "options": "Patient",
- "read_only": 0,
- "reqd": 1,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "column_break_26",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "patient_name",
- "fieldtype": "Data",
- "hidden": 0,
- "label": "Patient Name",
- "max_length": 0,
- "max_value": 0,
- "options": "patient.patient_name",
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Company",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Company",
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "practitioner",
- "fieldtype": "Link",
- "hidden": 0,
- "label": "Healthcare Practitioner",
- "max_length": 0,
- "max_value": 0,
- "options": "Healthcare Practitioner",
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "label": "Status",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Draft\nCompleted\nApproved\nRejected\nCancelled",
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "status",
- "fieldtype": "Select",
- "hidden": 0,
- "label": "Status",
- "max_length": 0,
- "max_value": 0,
- "options": "Draft\nCompleted\nApproved\nRejected\nCancelled",
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "submitted_date",
+ "fieldtype": "Datetime",
+ "hidden": 0,
+ "label": "Submitted Date",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "department",
- "fieldtype": "Link",
- "hidden": 0,
- "label": "Department",
- "max_length": 0,
- "max_value": 0,
- "options": "Medical Department",
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sb_first",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "sample",
- "fieldtype": "Link",
- "hidden": 0,
- "label": "Sample ID",
- "max_length": 0,
- "max_value": 0,
- "options": "Sample Collection",
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "patient",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Patient",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Patient",
+ "read_only": 0,
+ "reqd": 1,
"show_in_filter": 0
- },
+ },
{
- "default": "",
- "fieldname": "result_date",
- "fieldtype": "Date",
- "hidden": 0,
- "label": "Result Date",
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "patient_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Patient Name",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "report_preference",
- "fieldtype": "Data",
- "hidden": 0,
- "label": "Report Preference",
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "patient_age",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Age",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "lab_test_name",
- "fieldtype": "Data",
- "hidden": 0,
- "label": "Test Name",
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "patient_sex",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Gender",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Gender",
+ "read_only": 0,
+ "reqd": 1,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "normal_test_items",
- "fieldtype": "Table",
- "hidden": 0,
- "max_length": 0,
- "max_value": 0,
- "options": "Normal Test Items",
- "read_only": 1,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "inpatient_record",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Inpatient Record",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Inpatient Record",
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "special_test_items",
- "fieldtype": "Table",
- "hidden": 0,
- "max_length": 0,
- "max_value": 0,
- "options": "Special Test Items",
- "read_only": 1,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "report_preference",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Report Preference",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "sensitivity_test_items",
- "fieldtype": "Table",
- "hidden": 0,
- "max_length": 0,
- "max_value": 0,
- "options": "Sensitivity Test Items",
- "read_only": 1,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "email",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "label": "Email",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "lab_test_comment",
- "fieldtype": "Text",
- "hidden": 0,
- "label": "Comments",
- "max_length": 0,
- "max_value": 0,
- "read_only": 1,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "mobile",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "label": "Mobile",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "fieldname": "custom_result",
- "fieldtype": "Text Editor",
- "hidden": 0,
- "label": "Custom Result",
- "max_length": 0,
- "max_value": 0,
- "read_only": 1,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "c_b",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "default": "0",
- "fieldname": "sensitivity_toggle",
- "fieldtype": "Check",
- "hidden": 1,
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "practitioner",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Requesting Practitioner",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Healthcare Practitioner",
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "default": "0",
- "fieldname": "special_toggle",
- "fieldtype": "Check",
- "hidden": 1,
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "practitioner_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Requesting Practitioner",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
"show_in_filter": 0
- },
+ },
{
- "default": "0",
- "fieldname": "normal_toggle",
- "fieldtype": "Check",
- "hidden": 1,
- "max_length": 0,
- "max_value": 0,
- "read_only": 0,
- "reqd": 0,
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "requesting_department",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Requesting Department",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Medical Department",
+ "read_only": 1,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "label": "Employee (Lab Technician)",
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Employee",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Lab Technician Name",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "employee_designation",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "label": "Lab Technician Designation",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 1,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sb_normal",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "lab_test_html",
+ "fieldtype": "HTML",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "normal_test_items",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Normal Test Result",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sb_descriptive",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "descriptive_test_items",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Descriptive Test Result",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "depends_on": "special_toggle",
+ "fieldname": "organisms_section",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "organisms",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Organism Test Result",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sb_sensitivity",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sensitivity_test_items",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "options": "Sensitivity Test Result",
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sb_comments",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "lab_test_comment",
+ "fieldtype": "Text",
+ "hidden": 0,
+ "label": "Comments",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "sb_customresult",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "label": "Custom Result",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
+ "show_in_filter": 0
+ },
+ {
+ "allow_read_on_all_link_options": 0,
+ "fieldname": "custom_result",
+ "fieldtype": "Text Editor",
+ "hidden": 0,
+ "label": "Custom Result",
+ "max_length": 0,
+ "max_value": 0,
+ "read_only": 0,
+ "reqd": 0,
"show_in_filter": 0
}
]
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index e8dda207ec..463ad6c94b 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -249,7 +249,7 @@ doc_events = {
"validate": "erpnext.regional.india.utils.update_grand_total_for_rcm"
},
"Payment Entry": {
- "on_submit": ["erpnext.regional.create_transaction_log", "erpnext.accounts.doctype.payment_request.payment_request.update_payment_req_status"],
+ "on_submit": ["erpnext.regional.create_transaction_log", "erpnext.accounts.doctype.payment_request.payment_request.update_payment_req_status", "erpnext.accounts.doctype.dunning.dunning.resolve_dunning"],
"on_trash": "erpnext.regional.check_deletion_permission"
},
'Address': {
@@ -322,7 +322,8 @@ scheduler_events = {
"erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status",
"erpnext.selling.doctype.quotation.quotation.set_expired_status",
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_appointment_status",
- "erpnext.buying.doctype.supplier_quotation.supplier_quotation.set_expired_status"
+ "erpnext.buying.doctype.supplier_quotation.supplier_quotation.set_expired_status",
+ "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.send_auto_email"
],
"daily_long": [
"erpnext.setup.doctype.email_digest.email_digest.send",
@@ -552,4 +553,4 @@ global_search_doctypes = {
{'doctype': 'Hotel Room Package', 'index': 3},
{'doctype': 'Hotel Room Type', 'index': 4}
]
-}
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/attendance_count/attendance_count.json b/erpnext/hr/dashboard_chart/attendance_count/attendance_count.json
new file mode 100644
index 0000000000..4666aec4c6
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/attendance_count/attendance_count.json
@@ -0,0 +1,27 @@
+{
+ "chart_name": "Attendance Count",
+ "chart_type": "Report",
+ "creation": "2020-07-22 11:56:32.730068",
+ "custom_options": "{\n\t\t\"type\": \"line\",\n\t\t\"axisOptions\": {\n\t\t\t\"shortenYAxisNumbers\": 1\n\t\t},\n\t\t\"tooltipOptions\": {}\n\t}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"month\":\"frappe.datetime.str_to_obj(frappe.datetime.get_today()).getMonth() + 1\",\"year\":\"frappe.datetime.str_to_obj(frappe.datetime.get_today()).getFullYear();\",\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\"}",
+ "filters_json": "{}",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-22 14:32:40.334424",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Attendance Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Monthly Attendance Sheet",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/department_wise_employee_count/department_wise_employee_count.json b/erpnext/hr/dashboard_chart/department_wise_employee_count/department_wise_employee_count.json
new file mode 100644
index 0000000000..c21bfb9f36
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/department_wise_employee_count/department_wise_employee_count.json
@@ -0,0 +1,29 @@
+{
+ "chart_name": "Department Wise Employee Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.760730",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "department",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 14:27:40.574194",
+ "modified": "2020-07-22 14:33:38.036794",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Department Wise Employee Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/department_wise_openings/department_wise_openings.json b/erpnext/hr/dashboard_chart/department_wise_openings/department_wise_openings.json
new file mode 100644
index 0000000000..b1953d40ff
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/department_wise_openings/department_wise_openings.json
@@ -0,0 +1,29 @@
+{
+ "aggregate_function_based_on": "planned_vacancies",
+ "chart_name": "Department Wise Openings",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.849775",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Opening",
+ "filters_json": "[]",
+ "group_by_based_on": "department",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 14:33:44.834801",
+ "modified": "2020-07-22 14:34:45.273591",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Department Wise Openings",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/designation_wise_employee_count/designation_wise_employee_count.json b/erpnext/hr/dashboard_chart/designation_wise_employee_count/designation_wise_employee_count.json
new file mode 100644
index 0000000000..b10235cb8e
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/designation_wise_employee_count/designation_wise_employee_count.json
@@ -0,0 +1,29 @@
+{
+ "chart_name": "Designation Wise Employee Count",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.790337",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "designation",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 14:27:40.602783",
+ "modified": "2020-07-22 14:31:49.665555",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Designation Wise Employee Count",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/designation_wise_openings/designation_wise_openings.json b/erpnext/hr/dashboard_chart/designation_wise_openings/designation_wise_openings.json
new file mode 100644
index 0000000000..49ea98a4fc
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/designation_wise_openings/designation_wise_openings.json
@@ -0,0 +1,30 @@
+{
+ "aggregate_function_based_on": "planned_vacancies",
+ "chart_name": "Designation Wise Openings",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.820217",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Opening",
+ "dynamic_filters_json": "",
+ "filters_json": "[]",
+ "group_by_based_on": "designation",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 14:33:44.806626",
+ "modified": "2020-07-22 14:34:32.711881",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Designation Wise Openings",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/gender_diversity_ratio/gender_diversity_ratio.json b/erpnext/hr/dashboard_chart/gender_diversity_ratio/gender_diversity_ratio.json
new file mode 100644
index 0000000000..48578c9728
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/gender_diversity_ratio/gender_diversity_ratio.json
@@ -0,0 +1,29 @@
+{
+ "chart_name": "Gender Diversity Ratio",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.667291",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "group_by_based_on": "gender",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 14:27:40.143783",
+ "modified": "2020-07-22 14:32:50.962459",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Gender Diversity Ratio",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_chart/job_application_status/job_application_status.json b/erpnext/hr/dashboard_chart/job_application_status/job_application_status.json
new file mode 100644
index 0000000000..42a830970e
--- /dev/null
+++ b/erpnext/hr/dashboard_chart/job_application_status/job_application_status.json
@@ -0,0 +1,29 @@
+{
+ "chart_name": "Job Application Status",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:32.699696",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "",
+ "filters_json": "[[\"Job Applicant\",\"creation\",\"Timespan\",\"last month\",false]]",
+ "group_by_based_on": "status",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-28 16:19:12.109979",
+ "modified": "2020-07-28 16:19:45.279490",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Job Application Status",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Pie",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/hr/dashboard_fixtures.py b/erpnext/hr/dashboard_fixtures.py
deleted file mode 100644
index 1e9b4f3c93..0000000000
--- a/erpnext/hr/dashboard_fixtures.py
+++ /dev/null
@@ -1,190 +0,0 @@
-# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-
-import frappe
-import erpnext
-import json
-from frappe import _
-
-def get_data():
- return frappe._dict({
- "dashboards": get_dashboards(),
- "charts": get_charts(),
- "number_cards": get_number_cards(),
- })
-
-def get_dashboards():
- dashboards = []
- dashboards.append(get_human_resource_dashboard())
- return dashboards
-
-def get_human_resource_dashboard():
- return {
- "name": "Human Resource",
- "dashboard_name": "Human Resource",
- "is_default": 1,
- "charts": [
- { "chart": "Attendance Count", "width": "Full"},
- { "chart": "Gender Diversity Ratio", "width": "Half"},
- { "chart": "Job Application Status", "width": "Half"},
- { "chart": 'Designation Wise Employee Count', "width": "Half"},
- { "chart": 'Department Wise Employee Count', "width": "Half"},
- { "chart": 'Designation Wise Openings', "width": "Half"},
- { "chart": 'Department Wise Openings', "width": "Half"}
- ],
- "cards": [
- {"card": "Total Employees"},
- {"card": "New Joinees (Last year)"},
- {'card': "Employees Left (Last year)"},
- {'card': "Total Applicants (Last month)"},
- ]
- }
-
-def get_recruitment_dashboard():
- pass
-
-
-def get_charts():
- company = erpnext.get_default_company()
- date = frappe.utils.get_datetime()
-
- month_map = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov","Dec"]
-
-
- if not company:
- company = frappe.db.get_value("Company", {"is_group": 0}, "name")
-
- dashboard_charts = [
- get_dashboards_chart_doc('Gender Diversity Ratio', "Group By", "Pie",
- document_type = "Employee", group_by_type="Count", group_by_based_on="gender",
- filters_json = json.dumps([["Employee", "status", "=", "Active"]]))
- ]
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Job Application Status', "Group By", "Pie",
- document_type = "Job Applicant", group_by_type="Count", group_by_based_on="status",
- filters_json = json.dumps([["Job Applicant", "creation", "Previous", "1 month"]]))
- )
-
- custom_options = '''{
- "type": "line",
- "axisOptions": {
- "shortenYAxisNumbers": 1
- },
- "tooltipOptions": {}
- }'''
-
- filters_json = json.dumps({
- "month": month_map[date.month - 1],
- "year": str(date.year),
- "company":company
- })
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Attendance Count', "Report", "Line",
- report_name = "Monthly Attendance Sheet", is_custom =1, group_by_type="Count",
- filters_json = filters_json, custom_options=custom_options)
- )
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Department Wise Employee Count', "Group By", "Donut",
- document_type = "Employee", group_by_type="Count", group_by_based_on="department",
- filters_json = json.dumps([["Employee", "status", "=", "Active"]]))
- )
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Designation Wise Employee Count', "Group By", "Donut",
- document_type = "Employee", group_by_type="Count", group_by_based_on="designation",
- filters_json = json.dumps([["Employee", "status", "=", "Active"]]))
- )
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Designation Wise Openings', "Group By", "Bar",
- document_type = "Job Opening", group_by_type="Sum", group_by_based_on="designation",
- time_interval = "Monthly", aggregate_function_based_on = "planned_vacancies")
- )
- dashboard_charts.append(
- get_dashboards_chart_doc('Department Wise Openings', "Group By", "Bar",
- document_type = "Job Opening", group_by_type="Sum", group_by_based_on="department",
- time_interval = "Monthly", aggregate_function_based_on = "planned_vacancies")
- )
- return dashboard_charts
-
-
-def get_number_cards():
- number_cards = []
-
- number_cards = [
- get_number_cards_doc("Employee", "Total Employees", filters_json = json.dumps([
- ["Employee","status","=","Active"]
- ])
- )
- ]
-
- number_cards.append(
- get_number_cards_doc("Employee", "New Joinees (Last year)", filters_json = json.dumps([
- ["Employee","date_of_joining","Timespan","last year"],
- ["Employee","status","=","Active"]
- ])
- )
- )
-
- number_cards.append(
- get_number_cards_doc("Employee", "Employees Left (Last year)", filters_json = json.dumps([
- ["Employee", "relieving_date", "Timespan", "last year"],
- ["Employee", "status", "=", "Left"]
- ])
- )
- )
-
- number_cards.append(
- get_number_cards_doc("Job Applicant", "Total Applicants (Last month)", filters_json = json.dumps([
- ["Job Applicant", "creation", "Timespan", "last month"]
- ])
- )
- )
-
- return number_cards
-
-
-def get_number_cards_doc(document_type, label, **args):
- args = frappe._dict(args)
-
- return {
- "doctype": "Number Card",
- "document_type": document_type,
- "function": args.func or "Count",
- "is_public": args.is_public or 1,
- "label": _(label),
- "name": args.name or label,
- "show_percentage_stats": args.show_percentage_stats or 1,
- "stats_time_interval": args.stats_time_interval or 'Monthly',
- "filters_json": args.filters_json or '[]',
- "aggregate_function_based_on": args.aggregate_function_based_on or None
- }
-
-def get_dashboards_chart_doc(name, chart_type, graph_type, **args):
- args = frappe._dict(args)
-
- return {
- "name": name,
- "chart_name": _(args.chart_name or name),
- "chart_type": chart_type,
- "document_type": args.document_type or None,
- "report_name": args.report_name or None,
- "is_custom": args.is_custom or 0,
- "group_by_type": args.group_by_type or None,
- "group_by_based_on": args.group_by_based_on or None,
- "based_on": args.based_on or None,
- "value_based_on": args.value_based_on or None,
- "number_of_groups": args.number_of_groups or 0,
- "is_public": args.is_public or 1,
- "timespan": args.timespan or "Last Year",
- "time_interval": args.time_interval or "Yearly",
- "timeseries": args.timeseries or 0,
- "filters_json": args.filters_json or '[]',
- "type": graph_type,
- "custom_options": args.custom_options or '',
- "doctype": "Dashboard Chart",
- "aggregate_function_based_on": args.aggregate_function_based_on or None
- }
\ No newline at end of file
diff --git a/erpnext/hr/desk_page/hr/hr.json b/erpnext/hr/desk_page/hr/hr.json
index 0fed8d322f..895cf7290c 100644
--- a/erpnext/hr/desk_page/hr/hr.json
+++ b/erpnext/hr/desk_page/hr/hr.json
@@ -78,7 +78,7 @@
"idx": 0,
"is_standard": 1,
"label": "HR",
- "modified": "2020-06-16 19:20:50.976045",
+ "modified": "2020-08-11 17:04:38.655417",
"modified_by": "Administrator",
"module": "HR",
"name": "HR",
@@ -88,7 +88,7 @@
"pin_to_top": 0,
"shortcuts": [
{
- "color": "#9deca2",
+ "color": "#cef6d1",
"format": "{} Active",
"label": "Employee",
"link_to": "Employee",
@@ -96,18 +96,19 @@
"type": "DocType"
},
{
- "label": "Attendance",
- "link_to": "Attendance",
- "stats_filter": "",
- "type": "DocType"
- },
- {
+ "color": "#ffe8cd",
"format": "{} Open",
"label": "Leave Application",
"link_to": "Leave Application",
"stats_filter": "{\"status\":\"Open\"}",
"type": "DocType"
},
+ {
+ "label": "Attendance",
+ "link_to": "Attendance",
+ "stats_filter": "",
+ "type": "DocType"
+ },
{
"label": "Job Applicant",
"link_to": "Job Applicant",
diff --git a/erpnext/hr/doctype/department/department.json b/erpnext/hr/doctype/department/department.json
index a54c1d18e7..dcb6a742b7 100644
--- a/erpnext/hr/doctype/department/department.json
+++ b/erpnext/hr/doctype/department/department.json
@@ -17,10 +17,10 @@
"payroll_cost_center",
"column_break_9",
"leave_block_list",
- "leave_section",
+ "approvers",
"leave_approvers",
- "expense_section",
"expense_approvers",
+ "shift_request_approver",
"lft",
"rgt",
"old_parent"
@@ -33,14 +33,18 @@
"label": "Department",
"oldfieldname": "department_name",
"oldfieldtype": "Data",
- "reqd": 1
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "parent_department",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Parent Department",
- "options": "Department"
+ "options": "Department",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "company",
@@ -48,7 +52,9 @@
"in_standard_filter": 1,
"label": "Company",
"options": "Company",
- "reqd": 1
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"bold": 1,
@@ -56,17 +62,23 @@
"fieldname": "is_group",
"fieldtype": "Check",
"in_list_view": 1,
- "label": "Is Group"
+ "label": "Is Group",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
- "label": "Disabled"
+ "label": "Disabled",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "section_break_4",
- "fieldtype": "Section Break"
+ "fieldtype": "Section Break",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"description": "Days for which Holidays are blocked for this department.",
@@ -74,31 +86,25 @@
"fieldtype": "Link",
"in_list_view": 1,
"label": "Leave Block List",
- "options": "Leave Block List"
+ "options": "Leave Block List",
+ "show_days": 1,
+ "show_seconds": 1
},
{
- "fieldname": "leave_section",
- "fieldtype": "Section Break",
- "label": "Leave Approvers"
- },
- {
- "description": "The first Leave Approver in the list will be set as the default Leave Approver.",
"fieldname": "leave_approvers",
"fieldtype": "Table",
"label": "Leave Approver",
- "options": "Department Approver"
+ "options": "Department Approver",
+ "show_days": 1,
+ "show_seconds": 1
},
{
- "fieldname": "expense_section",
- "fieldtype": "Section Break",
- "label": "Expense Approvers"
- },
- {
- "description": "The first Expense Approver in the list will be set as the default Expense Approver.",
"fieldname": "expense_approvers",
"fieldtype": "Table",
"label": "Expense Approver",
- "options": "Department Approver"
+ "options": "Department Approver",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "lft",
@@ -106,7 +112,9 @@
"hidden": 1,
"label": "lft",
"print_hide": 1,
- "read_only": 1
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "rgt",
@@ -114,7 +122,9 @@
"hidden": 1,
"label": "rgt",
"print_hide": 1,
- "read_only": 1
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "old_parent",
@@ -122,28 +132,52 @@
"hidden": 1,
"ignore_user_permissions": 1,
"label": "Old Parent",
- "print_hide": 1
+ "print_hide": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "column_break_3",
- "fieldtype": "Column Break"
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "payroll_cost_center",
"fieldtype": "Link",
"label": "Payroll Cost Center",
- "options": "Cost Center"
+ "options": "Cost Center",
+ "show_days": 1,
+ "show_seconds": 1
},
{
"fieldname": "column_break_9",
- "fieldtype": "Column Break"
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "description": "The first Approver in the list will be set as the default Approver.",
+ "fieldname": "approvers",
+ "fieldtype": "Section Break",
+ "label": "Approvers",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "shift_request_approver",
+ "fieldtype": "Table",
+ "label": "Shift Request Approver",
+ "options": "Department Approver",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"icon": "fa fa-sitemap",
"idx": 1,
"is_tree": 1,
"links": [],
- "modified": "2020-05-05 18:49:28.503931",
+ "modified": "2020-06-23 15:42:00.563272",
"modified_by": "Administrator",
"module": "HR",
"name": "Department",
diff --git a/erpnext/hr/doctype/department_approver/department_approver.py b/erpnext/hr/doctype/department_approver/department_approver.py
index d4c118f802..9b2de0e1cb 100644
--- a/erpnext/hr/doctype/department_approver/department_approver.py
+++ b/erpnext/hr/doctype/department_approver/department_approver.py
@@ -11,15 +11,16 @@ class DepartmentApprover(Document):
pass
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_approvers(doctype, txt, searchfield, start, page_len, filters):
if not filters.get("employee"):
- frappe.throw(_("Please select Employee Record first."))
+ frappe.throw(_("Please select Employee first."))
approvers = []
department_details = {}
department_list = []
- employee = frappe.get_value("Employee", filters.get("employee"), ["department", "leave_approver", "expense_approver"], as_dict=True)
+ employee = frappe.get_value("Employee", filters.get("employee"), ["department", "leave_approver", "expense_approver", "shift_request_approver"], as_dict=True)
employee_department = filters.get("department") or employee.department
if employee_department:
@@ -36,13 +37,18 @@ def get_approvers(doctype, txt, searchfield, start, page_len, filters):
if filters.get("doctype") == "Expense Claim" and employee.expense_approver:
approvers.append(frappe.db.get_value("User", employee.expense_approver, ['name', 'first_name', 'last_name']))
+ if filters.get("doctype") == "Shift Request" and employee.shift_request_approver:
+ approvers.append(frappe.db.get_value("User", employee.shift_request_approver, ['name', 'first_name', 'last_name']))
if filters.get("doctype") == "Leave Application":
parentfield = "leave_approvers"
field_name = "Leave Approver"
- else:
+ elif filters.get("doctype") == "Expense Claim":
parentfield = "expense_approvers"
field_name = "Expense Approver"
+ elif filters.get("doctype") == "Shift Request":
+ parentfield = "shift_request_approver"
+ field_name = "Shift Request Approver"
if department_list:
for d in department_list:
approvers += frappe.db.sql("""select user.name, user.first_name, user.last_name from
diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json
index f2afe065d1..8c02e4f1d6 100644
--- a/erpnext/hr/doctype/employee/employee.json
+++ b/erpnext/hr/doctype/employee/employee.json
@@ -51,10 +51,14 @@
"column_break_31",
"grade",
"branch",
+ "approvers_section",
+ "expense_approver",
+ "leave_approver",
+ "column_break_45",
+ "shift_request_approver",
"attendance_and_leave_details",
"leave_policy",
"attendance_device_id",
- "leave_approver",
"column_break_44",
"holiday_list",
"default_shift",
@@ -62,7 +66,6 @@
"salary_mode",
"payroll_cost_center",
"column_break_52",
- "expense_approver",
"bank_name",
"bank_ac_no",
"health_insurance_section",
@@ -806,14 +809,37 @@
"fieldname": "expense_approver",
"fieldtype": "Link",
"label": "Expense Approver",
- "options": "User"
+ "options": "User",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "approvers_section",
+ "fieldtype": "Section Break",
+ "label": "Approvers",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "column_break_45",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "shift_request_approver",
+ "fieldtype": "Link",
+ "label": "Shift Request Approver",
+ "options": "User",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"icon": "fa fa-user",
"idx": 24,
"image_field": "image",
"links": [],
- "modified": "2020-07-03 21:28:04.109189",
+ "modified": "2020-07-28 01:36:04.109189",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
index c1285675e5..d6047e1846 100644
--- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
@@ -8,10 +8,20 @@ frappe.ui.form.on('Employee Onboarding', {
frm.add_fetch("employee_onboarding_template", "designation", "designation");
frm.add_fetch("employee_onboarding_template", "employee_grade", "employee_grade");
+
+ frm.set_query("job_applicant", function () {
+ return {
+ filters:{
+ "status": "Accepted",
+ }
+ };
+ });
+
frm.set_query('job_offer', function () {
return {
filters: {
- 'job_applicant': frm.doc.job_applicant
+ 'job_applicant': frm.doc.job_applicant,
+ 'docstatus': 1
}
};
});
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
index 3b95cabf8f..783c7574ef 100644
--- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
@@ -1,620 +1,203 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
- "autoname": "HR-EMP-ONB-.YYYY.-.#####",
- "beta": 0,
- "creation": "2018-05-09 04:57:20.016220",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "",
- "editable_grid": 1,
- "engine": "InnoDB",
+ "actions": [],
+ "autoname": "HR-EMP-ONB-.YYYY.-.#####",
+ "creation": "2018-05-09 04:57:20.016220",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "job_applicant",
+ "job_offer",
+ "employee_name",
+ "employee",
+ "date_of_joining",
+ "boarding_status",
+ "notify_users_by_email",
+ "column_break_7",
+ "employee_onboarding_template",
+ "company",
+ "department",
+ "designation",
+ "employee_grade",
+ "project",
+ "table_for_activity",
+ "activities",
+ "amended_from"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "job_applicant",
- "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": "Job Applicant",
- "length": 0,
- "no_copy": 0,
- "options": "Job Applicant",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "job_offer",
- "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": "Job Offer",
- "length": 0,
- "no_copy": 0,
- "options": "Job Offer",
- "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
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "job_applicant.applicant_name",
- "fieldname": "employee_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_global_search": 0,
- "in_list_view": 1,
- "in_standard_filter": 0,
- "label": "Employee Name",
- "length": 0,
- "no_copy": 0,
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee",
- "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": "Employee",
- "length": 0,
- "no_copy": 0,
- "options": "Employee",
- "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
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "date_of_joining",
- "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": "Date of Joining",
- "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
- },
- {
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 1,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "boarding_status",
- "fieldtype": "Select",
- "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": "Status",
- "length": 0,
- "no_copy": 0,
- "options": "\nPending\nIn Process\nCompleted",
- "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": "job_applicant",
+ "fieldtype": "Link",
+ "label": "Job Applicant",
+ "options": "Job Applicant",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
},
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 1,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "notify_users_by_email",
- "fieldtype": "Check",
- "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": "Notify users by email",
- "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": "job_offer",
+ "fieldtype": "Link",
+ "label": "Job Offer",
+ "options": "Job Offer",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_7",
- "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
- },
+ "fetch_from": "job_applicant.applicant_name",
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Employee Name",
+ "reqd": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee_onboarding_template",
- "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": "Employee Onboarding Template",
- "length": 0,
- "no_copy": 0,
- "options": "Employee Onboarding Template",
- "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": "employee",
+ "fieldtype": "Link",
+ "label": "Employee",
+ "options": "Employee",
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "company",
- "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": "Company",
- "length": 0,
- "no_copy": 0,
- "options": "Company",
- "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": "date_of_joining",
+ "fieldtype": "Date",
+ "in_list_view": 1,
+ "label": "Date of Joining",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "department",
- "fieldtype": "Link",
- "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": "Department",
- "length": 0,
- "no_copy": 0,
- "options": "Department",
- "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
- },
+ "allow_on_submit": 1,
+ "fieldname": "boarding_status",
+ "fieldtype": "Select",
+ "label": "Status",
+ "options": "\nPending\nIn Process\nCompleted",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "designation",
- "fieldtype": "Link",
- "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": "Designation",
- "length": 0,
- "no_copy": 0,
- "options": "Designation",
- "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
- },
+ "allow_on_submit": 1,
+ "default": "0",
+ "fieldname": "notify_users_by_email",
+ "fieldtype": "Check",
+ "label": "Notify users by email",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee_grade",
- "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": "Employee Grade",
- "length": 0,
- "no_copy": 0,
- "options": "Employee Grade",
- "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_7",
+ "fieldtype": "Column Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "project",
- "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": "Project",
- "length": 0,
- "no_copy": 0,
- "options": "Project",
- "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": "employee_onboarding_template",
+ "fieldtype": "Link",
+ "label": "Employee Onboarding Template",
+ "options": "Employee Onboarding Template",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "table_for_activity",
- "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": "",
- "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": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 1,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "activities",
- "fieldtype": "Table",
- "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": "Activities",
- "length": 0,
- "no_copy": 0,
- "options": "Employee Boarding Activity",
- "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": "department",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Department",
+ "options": "Department",
+ "show_days": 1,
+ "show_seconds": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "amended_from",
- "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": "Amended From",
- "length": 0,
- "no_copy": 1,
- "options": "Employee Onboarding",
- "permlevel": 0,
- "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": "designation",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Designation",
+ "options": "Designation",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "employee_grade",
+ "fieldtype": "Link",
+ "label": "Employee Grade",
+ "options": "Employee Grade",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "project",
+ "fieldtype": "Link",
+ "label": "Project",
+ "options": "Project",
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "table_for_activity",
+ "fieldtype": "Section Break",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "allow_on_submit": 1,
+ "fieldname": "activities",
+ "fieldtype": "Table",
+ "label": "Activities",
+ "options": "Employee Boarding Activity",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "label": "Amended From",
+ "no_copy": 1,
+ "options": "Employee Onboarding",
+ "print_hide": 1,
+ "read_only": 1,
+ "show_days": 1,
+ "show_seconds": 1
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 1,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2019-08-01 16:15:55.968224",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "Employee Onboarding",
- "name_case": "",
- "owner": "Administrator",
+ ],
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2020-06-25 15:22:24.923835",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employee Onboarding",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "System Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "submit": 1,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "employee_name",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
index 19ff3bd497..6cc2bf5cd8 100644
--- a/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
+++ b/erpnext/hr/doctype/employee_onboarding/employee_onboarding.py
@@ -13,6 +13,12 @@ class IncompleteTaskError(frappe.ValidationError): pass
class EmployeeOnboarding(EmployeeBoardingController):
def validate(self):
super(EmployeeOnboarding, self).validate()
+ self.validate_duplicate_employee_onboarding()
+
+ def validate_duplicate_employee_onboarding(self):
+ emp_onboarding = frappe.db.exists("Employee Onboarding",{"job_applicant": self.job_applicant})
+ if emp_onboarding and emp_onboarding != self.name:
+ frappe.throw(_("Employee Onboarding: {0} is already for Job Applicant: {1}").format(frappe.bold(emp_onboarding), frappe.bold(self.job_applicant)))
def validate_employee_creation(self):
if self.docstatus != 1:
diff --git a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
index 35c9f728b6..4e9ee3b143 100644
--- a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
+++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
@@ -8,6 +8,7 @@ import unittest
from frappe.utils import nowdate
from erpnext.hr.doctype.employee_onboarding.employee_onboarding import make_employee
from erpnext.hr.doctype.employee_onboarding.employee_onboarding import IncompleteTaskError
+from erpnext.hr.doctype.job_offer.test_job_offer import create_job_offer
class TestEmployeeOnboarding(unittest.TestCase):
def test_employee_onboarding_incomplete_task(self):
@@ -15,8 +16,13 @@ class TestEmployeeOnboarding(unittest.TestCase):
frappe.delete_doc('Employee Onboarding', {'employee_name': 'Test Researcher'})
_set_up()
applicant = get_job_applicant()
+
+ job_offer = create_job_offer(job_applicant=applicant.name)
+ job_offer.submit()
+
onboarding = frappe.new_doc('Employee Onboarding')
onboarding.job_applicant = applicant.name
+ onboarding.job_offer = job_offer.name
onboarding.company = '_Test Company'
onboarding.designation = 'Researcher'
onboarding.append('activities', {
diff --git a/erpnext/hr/doctype/expense_claim/expense_claim_list.js b/erpnext/hr/doctype/expense_claim/expense_claim_list.js
index 6195ad414a..9bafc18562 100644
--- a/erpnext/hr/doctype/expense_claim/expense_claim_list.js
+++ b/erpnext/hr/doctype/expense_claim/expense_claim_list.js
@@ -1,5 +1,5 @@
frappe.listview_settings['Expense Claim'] = {
- add_fields: ["total_claimed_amount", "docstatus"],
+ add_fields: ["total_claimed_amount", "docstatus", "company"],
get_indicator: function(doc) {
if(doc.status == "Paid") {
return [__("Paid"), "green", "status,=,Paid"];
diff --git a/erpnext/hr/doctype/holiday_list/holiday_list_calendar.js b/erpnext/hr/doctype/holiday_list/holiday_list_calendar.js
index 3cc8dd5036..4e188add3e 100644
--- a/erpnext/hr/doctype/holiday_list/holiday_list_calendar.js
+++ b/erpnext/hr/doctype/holiday_list/holiday_list_calendar.js
@@ -9,6 +9,7 @@ frappe.views.calendar["Holiday List"] = {
"title": "description",
"allDay": "allDay"
},
+ order_by: `from_date`,
get_events_method: "erpnext.hr.doctype.holiday_list.holiday_list.get_events",
filters: [
{
diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.js b/erpnext/hr/doctype/job_applicant/job_applicant.js
index 05071e1974..c62515597c 100644
--- a/erpnext/hr/doctype/job_applicant/job_applicant.js
+++ b/erpnext/hr/doctype/job_applicant/job_applicant.js
@@ -10,10 +10,14 @@ frappe.ui.form.on("Job Applicant", {
refresh: function(frm) {
if (!frm.doc.__islocal) {
if (frm.doc.__onload && frm.doc.__onload.job_offer) {
+ $('[data-doctype="Employee Onboarding"]').find("button").show();
+ $('[data-doctype="Job Offer"]').find("button").hide();
frm.add_custom_button(__("Job Offer"), function() {
frappe.set_route("Form", "Job Offer", frm.doc.__onload.job_offer);
}, __("View"));
} else {
+ $('[data-doctype="Employee Onboarding"]').find("button").hide();
+ $('[data-doctype="Job Offer"]').find("button").show();
frm.add_custom_button(__("Job Offer"), function() {
frappe.route_options = {
"job_applicant": frm.doc.name,
diff --git a/erpnext/hr/doctype/job_offer/job_offer.py b/erpnext/hr/doctype/job_offer/job_offer.py
index f9ee44a4de..c397a3f5ca 100644
--- a/erpnext/hr/doctype/job_offer/job_offer.py
+++ b/erpnext/hr/doctype/job_offer/job_offer.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import frappe
+from frappe.utils import cint
from frappe.model.document import Document
from frappe.model.mapper import get_mapped_doc
from frappe import _
@@ -15,14 +16,21 @@ class JobOffer(Document):
def validate(self):
self.validate_vacancies()
+ job_offer = frappe.db.exists("Job Offer",{"job_applicant": self.job_applicant})
+ if job_offer and job_offer != self.name:
+ frappe.throw(_("Job Offer: {0} is already for Job Applicant: {1}").format(frappe.bold(job_offer), frappe.bold(self.job_applicant)))
def validate_vacancies(self):
staffing_plan = get_staffing_plan_detail(self.designation, self.company, self.offer_date)
check_vacancies = frappe.get_single("HR Settings").check_vacancies
if staffing_plan and check_vacancies:
job_offers = self.get_job_offer(staffing_plan.from_date, staffing_plan.to_date)
- if staffing_plan.vacancies - len(job_offers) <= 0:
- frappe.throw(_("There are no vacancies under staffing plan {0}").format(frappe.bold(get_link_to_form("Staffing Plan", staffing_plan.parent))))
+ if not staffing_plan.get("vacancies") or cint(staffing_plan.vacancies) - len(job_offers) <= 0:
+ error_variable = 'for ' + frappe.bold(self.designation)
+ if staffing_plan.get("parent"):
+ error_variable = frappe.bold(get_link_to_form("Staffing Plan", staffing_plan.parent))
+
+ frappe.throw(_("There are no vacancies under staffing plan {0}").format(error_variable))
def on_change(self):
update_job_applicant(self.status, self.job_applicant)
@@ -57,7 +65,7 @@ def get_staffing_plan_detail(designation, company, offer_date):
AND %s between sp.from_date and sp.to_date
""", (designation, company, offer_date), as_dict=1)
- return frappe._dict(detail[0]) if detail else None
+ return frappe._dict(detail[0]) if (detail and detail[0].parent) else None
@frappe.whitelist()
def make_employee(source_name, target_doc=None):
diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.js b/erpnext/hr/doctype/leave_allocation/leave_allocation.js
index 210a73cfe5..e9e129cdd2 100755
--- a/erpnext/hr/doctype/leave_allocation/leave_allocation.js
+++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.js
@@ -5,20 +5,23 @@ cur_frm.add_fetch('employee','employee_name','employee_name');
frappe.ui.form.on("Leave Allocation", {
onload: function(frm) {
+ // Ignore cancellation of doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"];
+
if(!frm.doc.from_date) frm.set_value("from_date", frappe.datetime.get_today());
frm.set_query("employee", function() {
return {
query: "erpnext.controllers.queries.employee_query"
- }
+ };
});
frm.set_query("leave_type", function() {
return {
filters: {
is_lwp: 0
}
- }
- })
+ };
+ });
},
refresh: function(frm) {
diff --git a/erpnext/hr/doctype/leave_application/leave_application.js b/erpnext/hr/doctype/leave_application/leave_application.js
index 4001a45507..d62e418b17 100755
--- a/erpnext/hr/doctype/leave_application/leave_application.js
+++ b/erpnext/hr/doctype/leave_application/leave_application.js
@@ -19,6 +19,10 @@ frappe.ui.form.on("Leave Application", {
frm.set_query("employee", erpnext.queries.employee);
},
onload: function(frm) {
+
+ // Ignore cancellation of doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"];
+
if (!frm.doc.posting_date) {
frm.set_value("posting_date", frappe.datetime.get_today());
}
diff --git a/erpnext/hr/doctype/leave_encashment/leave_encashment.js b/erpnext/hr/doctype/leave_encashment/leave_encashment.js
index 701c2f0f31..71a34226da 100644
--- a/erpnext/hr/doctype/leave_encashment/leave_encashment.js
+++ b/erpnext/hr/doctype/leave_encashment/leave_encashment.js
@@ -2,6 +2,10 @@
// For license information, please see license.txt
frappe.ui.form.on('Leave Encashment', {
+ onload: function(frm) {
+ // Ignore cancellation of doctype on cancel all.
+ frm.ignore_doctypes_on_cancel_all = ["Leave Ledger Entry"];
+ },
setup: function(frm) {
frm.set_query("leave_type", function() {
return {
@@ -33,7 +37,7 @@ frappe.ui.form.on('Leave Encashment', {
doc: frm.doc,
callback: function(r) {
frm.refresh_fields();
- }
+ }
});
}
}
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment.json b/erpnext/hr/doctype/shift_assignment/shift_assignment.json
index 72cbba8a0d..ce2a10f229 100644
--- a/erpnext/hr/doctype/shift_assignment/shift_assignment.json
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.json
@@ -10,9 +10,11 @@
"employee",
"employee_name",
"shift_type",
+ "status",
"column_break_3",
"company",
- "date",
+ "start_date",
+ "end_date",
"shift_request",
"department",
"amended_from"
@@ -59,12 +61,6 @@
"options": "Company",
"reqd": 1
},
- {
- "fieldname": "date",
- "fieldtype": "Date",
- "in_list_view": 1,
- "label": "Date"
- },
{
"fieldname": "shift_request",
"fieldtype": "Link",
@@ -80,11 +76,36 @@
"options": "Shift Assignment",
"print_hide": 1,
"read_only": 1
+ },
+ {
+ "fieldname": "start_date",
+ "fieldtype": "Date",
+ "in_list_view": 1,
+ "label": "Start Date",
+ "reqd": 1
+ },
+ {
+ "allow_on_submit": 1,
+ "fieldname": "end_date",
+ "fieldtype": "Date",
+ "label": "End Date",
+ "show_days": 1,
+ "show_seconds": 1
+ },
+ {
+ "allow_on_submit": 1,
+ "default": "Active",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "label": "Status",
+ "options": "Active\nInactive",
+ "show_days": 1,
+ "show_seconds": 1
}
],
"is_submittable": 1,
"links": [],
- "modified": "2019-12-12 15:49:06.956901",
+ "modified": "2020-06-15 14:27:54.310773",
"modified_by": "Administrator",
"module": "HR",
"name": "Shift Assignment",
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment.py b/erpnext/hr/doctype/shift_assignment/shift_assignment.py
index 40c78cdf07..f8b73349c1 100644
--- a/erpnext/hr/doctype/shift_assignment/shift_assignment.py
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment.py
@@ -11,38 +11,63 @@ from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
from erpnext.hr.doctype.holiday_list.holiday_list import is_holiday
from datetime import timedelta, datetime
-class OverlapError(frappe.ValidationError): pass
-
class ShiftAssignment(Document):
def validate(self):
self.validate_overlapping_dates()
+ if self.end_date and self.end_date <= self.start_date:
+ frappe.throw(_("End Date must not be lesser than Start Date"))
+
def validate_overlapping_dates(self):
- if not self.name:
- self.name = "New Shift Assignment"
+ if not self.name:
+ self.name = "New Shift Assignment"
- d = frappe.db.sql("""
- select
- name, shift_type, date
- from `tabShift Assignment`
- where employee = %(employee)s and docstatus < 2
- and date = %(date)s
- and name != %(name)s""", {
- "employee": self.employee,
- "shift_type": self.shift_type,
- "date": self.date,
- "name": self.name
- }, as_dict = 1)
+ condition = """and (
+ end_date is null
+ or
+ %(start_date)s between start_date and end_date
+ """
- for date_overlap in d:
- if date_overlap['name']:
- self.throw_overlap_error(date_overlap)
+ if self.end_date:
+ condition += """ or
+ %(end_date)s between start_date and end_date
+ or
+ start_date between %(start_date)s and %(end_date)s
+ ) """
+ else:
+ condition += """ ) """
- def throw_overlap_error(self, d):
- msg = _("Employee {0} has already applied for {1} on {2} : ").format(self.employee,
- d['shift_type'], formatdate(d['date'])) \
- + """ {0}""".format(d["name"])
- frappe.throw(msg, OverlapError)
+ assigned_shifts = frappe.db.sql("""
+ select name, shift_type, start_date ,end_date, docstatus, status
+ from `tabShift Assignment`
+ where
+ employee=%(employee)s and docstatus = 1
+ and name != %(name)s
+ and status = "Active"
+ {0}
+ """.format(condition), {
+ "employee": self.employee,
+ "shift_type": self.shift_type,
+ "start_date": self.start_date,
+ "end_date": self.end_date,
+ "name": self.name
+ }, as_dict = 1)
+
+ if len(assigned_shifts):
+ self.throw_overlap_error(assigned_shifts[0])
+
+ def throw_overlap_error(self, shift_details):
+ shift_details = frappe._dict(shift_details)
+ if shift_details.docstatus == 1 and shift_details.status == "Active":
+ msg = _("Employee {0} already has Active Shift {1}: {2}").format(frappe.bold(self.employee), frappe.bold(self.shift_type), frappe.bold(shift_details.name))
+ if shift_details.start_date:
+ msg += _(" from {0}").format(getdate(self.start_date).strftime("%d-%m-%Y"))
+ title = "Ongoing Shift"
+ if shift_details.end_date:
+ msg += _(" to {0}").format(getdate(self.end_date).strftime("%d-%m-%Y"))
+ title = "Active Shift"
+ if msg:
+ frappe.throw(msg, title=title)
@frappe.whitelist()
def get_events(start, end, filters=None):
@@ -62,19 +87,22 @@ def get_events(start, end, filters=None):
return events
def add_assignments(events, start, end, conditions=None):
- query = """select name, date, employee_name,
+ query = """select name, start_date, end_date, employee_name,
employee, docstatus
from `tabShift Assignment` where
- date <= %(date)s
- and docstatus < 2"""
+ start_date >= %(start_date)s
+ or end_date <= %(end_date)s
+ or (%(start_date)s between start_date and end_date and %(end_date)s between start_date and end_date)
+ and docstatus = 1"""
if conditions:
query += conditions
- for d in frappe.db.sql(query, {"date":start, "date":end}, as_dict=True):
+ for d in frappe.db.sql(query, {"start_date":start, "end_date":end}, as_dict=True):
e = {
"name": d.name,
"doctype": "Shift Assignment",
- "date": d.date,
+ "start_date": d.start_date,
+ "end_date": d.end_date if d.end_date else nowdate(),
"title": cstr(d.employee_name) + \
cstr(d.shift_type),
"docstatus": d.docstatus
@@ -92,7 +120,16 @@ def get_employee_shift(employee, for_date=nowdate(), consider_default_shift=Fals
:param next_shift_direction: One of: None, 'forward', 'reverse'. Direction to look for next shift if shift not found on given date.
"""
default_shift = frappe.db.get_value('Employee', employee, 'default_shift')
- shift_type_name = frappe.db.get_value('Shift Assignment', {'employee':employee, 'date': for_date, 'docstatus': '1'}, 'shift_type')
+ shift_type_name = None
+ shift_assignment_details = frappe.db.get_value('Shift Assignment', {'employee':employee, 'start_date':('<=', for_date), 'docstatus': '1', 'status': "Active"}, ['shift_type', 'end_date'])
+
+ if shift_assignment_details:
+ shift_type_name = shift_assignment_details[0]
+
+ # if end_date present means that shift is over after end_date else it is a ongoing shift.
+ if shift_assignment_details[1] and for_date >= shift_assignment_details[1] :
+ shift_type_name = None
+
if not shift_type_name and consider_default_shift:
shift_type_name = default_shift
if shift_type_name:
@@ -117,16 +154,20 @@ def get_employee_shift(employee, for_date=nowdate(), consider_default_shift=Fals
direction = '<' if next_shift_direction == 'reverse' else '>'
sort_order = 'desc' if next_shift_direction == 'reverse' else 'asc'
dates = frappe.db.get_all('Shift Assignment',
- 'date',
- {'employee':employee, 'date':(direction, for_date), 'docstatus': '1'},
+ ['start_date', 'end_date'],
+ {'employee':employee, 'start_date':(direction, for_date), 'docstatus': '1', "status": "Active"},
as_list=True,
- limit=MAX_DAYS, order_by="date "+sort_order)
- for date in dates:
- shift_details = get_employee_shift(employee, date[0], consider_default_shift, None)
- if shift_details:
- shift_type_name = shift_details.shift_type.name
- for_date = date[0]
- break
+ limit=MAX_DAYS, order_by="start_date "+sort_order)
+
+ if dates:
+ for date in dates:
+ if date[1] and date[1] < for_date:
+ continue
+ shift_details = get_employee_shift(employee, date[0], consider_default_shift, None)
+ if shift_details:
+ shift_type_name = shift_details.shift_type.name
+ for_date = date[0]
+ break
return get_shift_details(shift_type_name, for_date)
@@ -134,7 +175,7 @@ def get_employee_shift(employee, for_date=nowdate(), consider_default_shift=Fals
def get_employee_shift_timings(employee, for_timestamp=now_datetime(), consider_default_shift=False):
"""Returns previous shift, current/upcoming shift, next_shift for the given timestamp and employee
"""
- # write and verify a test case for midnight shift.
+ # write and verify a test case for midnight shift.
prev_shift = curr_shift = next_shift = None
curr_shift = get_employee_shift(employee, for_timestamp.date(), consider_default_shift, 'forward')
if curr_shift:
diff --git a/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js b/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
index c2c9bc073a..17a986deb2 100644
--- a/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
+++ b/erpnext/hr/doctype/shift_assignment/shift_assignment_calendar.js
@@ -3,8 +3,8 @@
frappe.views.calendar["Shift Assignment"] = {
field_map: {
- "start": "date",
- "end": "date",
+ "start": "start_date",
+ "end": "end_date",
"id": "name",
"docstatus": 1
},
diff --git a/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
index 7fe80a236c..4c3c1ed579 100644
--- a/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
+++ b/erpnext/hr/doctype/shift_assignment/test_shift_assignment.py
@@ -5,7 +5,7 @@ from __future__ import unicode_literals
import frappe
import unittest
-from frappe.utils import nowdate
+from frappe.utils import nowdate, add_days
test_dependencies = ["Shift Type"]
@@ -20,8 +20,61 @@ class TestShiftAssignment(unittest.TestCase):
"shift_type": "Day Shift",
"company": "_Test Company",
"employee": "_T-Employee-00001",
- "date": nowdate()
+ "start_date": nowdate()
}).insert()
shift_assignment.submit()
self.assertEqual(shift_assignment.docstatus, 1)
+
+ def test_overlapping_for_ongoing_shift(self):
+ # shift should be Ongoing if Only start_date is present and status = Active
+
+ shift_assignment_1 = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date": nowdate(),
+ "status": 'Active'
+ }).insert()
+ shift_assignment_1.submit()
+
+ self.assertEqual(shift_assignment_1.docstatus, 1)
+
+ shift_assignment = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date": add_days(nowdate(), 2)
+ })
+
+ self.assertRaises(frappe.ValidationError, shift_assignment.save)
+
+ def test_overlapping_for_fixed_period_shift(self):
+ # shift should is for Fixed period if Only start_date and end_date both are present and status = Active
+
+ shift_assignment_1 = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date": nowdate(),
+ "end_date": add_days(nowdate(), 30),
+ "status": 'Active'
+ }).insert()
+ shift_assignment_1.submit()
+
+
+ # it should not allowed within period of any shift.
+ shift_assignment_3 = frappe.get_doc({
+ "doctype": "Shift Assignment",
+ "shift_type": "Day Shift",
+ "company": "_Test Company",
+ "employee": "_T-Employee-00001",
+ "start_date":add_days(nowdate(), 10),
+ "end_date": add_days(nowdate(), 35),
+ "status": 'Active'
+ })
+
+ self.assertRaises(frappe.ValidationError, shift_assignment_3.save)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/shift_request.js b/erpnext/hr/doctype/shift_request/shift_request.js
index 1db7c7d10e..b17a6f3845 100644
--- a/erpnext/hr/doctype/shift_request/shift_request.js
+++ b/erpnext/hr/doctype/shift_request/shift_request.js
@@ -2,7 +2,16 @@
// For license information, please see license.txt
frappe.ui.form.on('Shift Request', {
- refresh: function(frm) {
-
- }
+ setup: function(frm) {
+ frm.set_query("approver", function() {
+ return {
+ query: "erpnext.hr.doctype.department_approver.department_approver.get_approvers",
+ filters: {
+ employee: frm.doc.employee,
+ doctype: frm.doc.doctype
+ }
+ };
+ });
+ frm.set_query("employee", erpnext.queries.employee);
+ },
});
diff --git a/erpnext/hr/doctype/shift_request/shift_request.json b/erpnext/hr/doctype/shift_request/shift_request.json
index dd056470cd..64cbdfff7d 100644
--- a/erpnext/hr/doctype/shift_request/shift_request.json
+++ b/erpnext/hr/doctype/shift_request/shift_request.json
@@ -1,396 +1,155 @@
{
- "allow_copy": 0,
- "allow_guest_to_view": 0,
- "allow_import": 1,
- "allow_rename": 0,
- "autoname": "HR-SHR-.YY.-.MM.-.#####",
- "beta": 0,
- "creation": "2018-04-13 16:32:27.974273",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "",
- "editable_grid": 1,
- "engine": "InnoDB",
+ "actions": [],
+ "allow_import": 1,
+ "autoname": "HR-SHR-.YY.-.MM.-.#####",
+ "creation": "2018-04-13 16:32:27.974273",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "shift_type",
+ "employee",
+ "employee_name",
+ "department",
+ "status",
+ "column_break_4",
+ "company",
+ "approver",
+ "from_date",
+ "to_date",
+ "amended_from"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "shift_type",
- "fieldtype": "Link",
- "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": "Shift Type",
- "length": 0,
- "no_copy": 0,
- "options": "Shift Type",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "shift_type",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Shift Type",
+ "options": "Shift Type",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "employee",
- "fieldtype": "Link",
- "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": "Employee",
- "length": 0,
- "no_copy": 0,
- "options": "Employee",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "employee",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Employee",
+ "options": "Employee",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "employee.employee_name",
- "fieldname": "employee_name",
- "fieldtype": "Data",
- "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": "Employee Name",
- "length": 0,
- "no_copy": 0,
- "options": "",
- "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
- },
+ "fetch_from": "employee.employee_name",
+ "fieldname": "employee_name",
+ "fieldtype": "Data",
+ "label": "Employee Name",
+ "read_only": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fetch_from": "employee.department",
- "fieldname": "department",
- "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": "Department",
- "length": 0,
- "no_copy": 0,
- "options": "Department",
- "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
- },
+ "fetch_from": "employee.department",
+ "fieldname": "department",
+ "fieldtype": "Link",
+ "label": "Department",
+ "options": "Department",
+ "read_only": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "column_break_4",
- "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_4",
+ "fieldtype": "Column Break"
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "company",
- "fieldtype": "Link",
- "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": "Company",
- "length": 0,
- "no_copy": 0,
- "options": "Company",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "translatable": 0,
- "unique": 0
- },
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "from_date",
- "fieldtype": "Date",
- "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": "From Date",
- "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": "from_date",
+ "fieldtype": "Date",
+ "label": "From Date",
+ "reqd": 1
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "to_date",
- "fieldtype": "Date",
- "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": "To Date",
- "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": "to_date",
+ "fieldtype": "Date",
+ "label": "To Date"
+ },
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
- "fieldname": "amended_from",
- "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": "Amended From",
- "length": 0,
- "no_copy": 1,
- "options": "Shift Request",
- "permlevel": 0,
- "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": "amended_from",
+ "fieldtype": "Link",
+ "label": "Amended From",
+ "no_copy": 1,
+ "options": "Shift Request",
+ "print_hide": 1,
+ "read_only": 1
+ },
+ {
+ "default": "Draft",
+ "fieldname": "status",
+ "fieldtype": "Select",
+ "label": "Status",
+ "options": "Draft\nApproved\nRejected",
+ "reqd": 1
+ },
+ {
+ "fetch_from": "employee.shift_request_approver",
+ "fetch_if_empty": 1,
+ "fieldname": "approver",
+ "fieldtype": "Link",
+ "label": "Approver",
+ "options": "User",
+ "reqd": 1
}
- ],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 1,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2018-08-21 16:15:36.577448",
- "modified_by": "Administrator",
- "module": "HR",
- "name": "Shift Request",
- "name_case": "",
- "owner": "Administrator",
+ ],
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2020-08-10 17:59:31.550558",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Shift Request",
+ "owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "Employee",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "create": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Employee",
+ "share": 1,
"write": 1
- },
+ },
{
- "amend": 1,
- "cancel": 1,
- "create": 1,
- "delete": 1,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR Manager",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "share": 1,
+ "submit": 1,
"write": 1
- },
+ },
{
- "amend": 0,
- "cancel": 0,
- "create": 1,
- "delete": 0,
- "email": 1,
- "export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
- "print": 1,
- "read": 1,
- "report": 1,
- "role": "HR User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 1,
+ "create": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR User",
+ "share": 1,
+ "submit": 1,
"write": 1
}
- ],
- "quick_entry": 0,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "title_field": "employee_name",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "employee_name",
+ "track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/shift_request.py b/erpnext/hr/doctype/shift_request/shift_request.py
index ff5de08ee5..1c2801bf08 100644
--- a/erpnext/hr/doctype/shift_request/shift_request.py
+++ b/erpnext/hr/doctype/shift_request/shift_request.py
@@ -14,19 +14,26 @@ class ShiftRequest(Document):
def validate(self):
self.validate_dates()
self.validate_shift_request_overlap_dates()
+ self.validate_approver()
+ self.validate_default_shift()
def on_submit(self):
- date_list = self.get_working_days(self.from_date, self.to_date)
- for date in date_list:
+ if self.status not in ["Approved", "Rejected"]:
+ frappe.throw(_("Only Shift Request with status 'Approved' and 'Rejected' can be submitted"))
+ if self.status == "Approved":
assignment_doc = frappe.new_doc("Shift Assignment")
assignment_doc.company = self.company
assignment_doc.shift_type = self.shift_type
assignment_doc.employee = self.employee
- assignment_doc.date = date
+ assignment_doc.start_date = self.from_date
+ if self.to_date:
+ assignment_doc.end_date = self.to_date
assignment_doc.shift_request = self.name
assignment_doc.insert()
assignment_doc.submit()
+ frappe.msgprint(_("Shift Assignment: {0} created for Employee: {1}").format(frappe.bold(assignment_doc.name), frappe.bold(self.employee)))
+
def on_cancel(self):
shift_assignment_list = frappe.get_list("Shift Assignment", {'employee': self.employee, 'shift_request': self.name})
if shift_assignment_list:
@@ -34,6 +41,19 @@ class ShiftRequest(Document):
shift_assignment_doc = frappe.get_doc("Shift Assignment", shift['name'])
shift_assignment_doc.cancel()
+ def validate_default_shift(self):
+ default_shift = frappe.get_value("Employee", self.employee, "default_shift")
+ if self.shift_type == default_shift:
+ frappe.throw(_("You can not request for your Default Shift: {0}").format(frappe.bold(self.shift_type)))
+
+ def validate_approver(self):
+ department = frappe.get_value("Employee", self.employee, "department")
+ shift_approver = frappe.get_value("Employee", self.employee, "shift_request_approver")
+ approvers = frappe.db.sql("""select approver from `tabDepartment Approver` where parent= %s and parentfield = 'shift_request_approver'""", (department))
+ approvers = [approver[0] for approver in approvers]
+ approvers.append(shift_approver)
+ if self.approver not in approvers:
+ frappe.throw(_("Only Approvers can Approve this Request."))
def validate_dates(self):
if self.from_date and self.to_date and (getdate(self.to_date) < getdate(self.from_date)):
@@ -68,28 +88,4 @@ class ShiftRequest(Document):
msg = _("Employee {0} has already applied for {1} between {2} and {3} : ").format(self.employee,
d['shift_type'], formatdate(d['from_date']), formatdate(d['to_date'])) \
+ """ {0}""".format(d["name"])
- frappe.throw(msg, OverlapError)
-
- def get_working_days(self, start_date, end_date):
- start_date, end_date = getdate(start_date), getdate(end_date)
-
- from datetime import timedelta
-
- date_list = []
- employee_holiday_list = []
-
- employee_holidays = frappe.db.sql("""select holiday_date from `tabHoliday`
- where parent in (select holiday_list from `tabEmployee`
- where name = %s)""",self.employee,as_dict=1)
-
- for d in employee_holidays:
- employee_holiday_list.append(d.holiday_date)
-
- reference_date = start_date
-
- while reference_date <= end_date:
- if reference_date not in employee_holiday_list:
- date_list.append(reference_date)
- reference_date += timedelta(days=1)
-
- return date_list
\ No newline at end of file
+ frappe.throw(msg, OverlapError)
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_request/test_shift_request.py b/erpnext/hr/doctype/shift_request/test_shift_request.py
index 1d0cf719c2..3dcfcbf4a5 100644
--- a/erpnext/hr/doctype/shift_request/test_shift_request.py
+++ b/erpnext/hr/doctype/shift_request/test_shift_request.py
@@ -5,7 +5,7 @@ from __future__ import unicode_literals
import frappe
import unittest
-from frappe.utils import nowdate
+from frappe.utils import nowdate, add_days
class TestShiftRequest(unittest.TestCase):
def setUp(self):
@@ -13,14 +13,20 @@ class TestShiftRequest(unittest.TestCase):
frappe.db.sql("delete from `tab{doctype}`".format(doctype=doctype))
def test_make_shift_request(self):
+ department = frappe.get_value("Employee", "_T-Employee-00001", 'department')
+ set_shift_approver(department)
+ approver = frappe.db.sql("""select approver from `tabDepartment Approver` where parent= %s and parentfield = 'shift_request_approver'""", (department))[0][0]
+
shift_request = frappe.get_doc({
"doctype": "Shift Request",
"shift_type": "Day Shift",
"company": "_Test Company",
"employee": "_T-Employee-00001",
"employee_name": "_Test Employee",
- "start_date": nowdate(),
- "end_date": nowdate()
+ "from_date": nowdate(),
+ "to_date": add_days(nowdate(), 10),
+ "approver": approver,
+ "status": "Approved"
})
shift_request.insert()
shift_request.submit()
@@ -34,4 +40,10 @@ class TestShiftRequest(unittest.TestCase):
self.assertEqual(shift_request.employee, employee)
shift_request.cancel()
shift_assignment_doc = frappe.get_doc("Shift Assignment", {"shift_request": d.get('shift_request')})
- self.assertEqual(shift_assignment_doc.docstatus, 2)
\ No newline at end of file
+ self.assertEqual(shift_assignment_doc.docstatus, 2)
+
+def set_shift_approver(department):
+ department_doc = frappe.get_doc("Department", department)
+ department_doc.append('shift_request_approver',{'approver': "test1@example.com"})
+ department_doc.save()
+ department_doc.reload()
\ No newline at end of file
diff --git a/erpnext/hr/doctype/shift_type/shift_type.js b/erpnext/hr/doctype/shift_type/shift_type.js
index e633545630..ba53312bce 100644
--- a/erpnext/hr/doctype/shift_type/shift_type.js
+++ b/erpnext/hr/doctype/shift_type/shift_type.js
@@ -4,7 +4,7 @@
frappe.ui.form.on('Shift Type', {
refresh: function(frm) {
frm.add_custom_button(
- 'Mark Auto Attendance',
+ 'Mark Attendance',
() => frm.call({
doc: frm.doc,
method: 'process_auto_attendance',
diff --git a/erpnext/hr/doctype/shift_type/shift_type.py b/erpnext/hr/doctype/shift_type/shift_type.py
index 19735648aa..054e7e3688 100644
--- a/erpnext/hr/doctype/shift_type/shift_type.py
+++ b/erpnext/hr/doctype/shift_type/shift_type.py
@@ -79,9 +79,10 @@ class ShiftType(Document):
mark_attendance(employee, date, 'Absent', self.name)
def get_assigned_employee(self, from_date=None, consider_default_shift=False):
- filters = {'date':('>=', from_date), 'shift_type': self.name, 'docstatus': '1'}
+ filters = {'start_date':('>', from_date), 'shift_type': self.name, 'docstatus': '1'}
if not from_date:
- del filters['date']
+ del filters["start_date"]
+
assigned_employees = frappe.get_all('Shift Assignment', 'employee', filters, as_list=True)
assigned_employees = [x[0] for x in assigned_employees]
diff --git a/erpnext/hr/hr_dashboard/human_resource/human_resource.json b/erpnext/hr/hr_dashboard/human_resource/human_resource.json
new file mode 100644
index 0000000000..f74d9a3c57
--- /dev/null
+++ b/erpnext/hr/hr_dashboard/human_resource/human_resource.json
@@ -0,0 +1,58 @@
+{
+ "cards": [
+ {
+ "card": "Total Employees"
+ },
+ {
+ "card": "New Joinees (Last year)"
+ },
+ {
+ "card": "Employees Left (Last year)"
+ },
+ {
+ "card": "Total Applicants (Last month)"
+ }
+ ],
+ "charts": [
+ {
+ "chart": "Attendance Count",
+ "width": "Full"
+ },
+ {
+ "chart": "Gender Diversity Ratio",
+ "width": "Half"
+ },
+ {
+ "chart": "Job Application Status",
+ "width": "Half"
+ },
+ {
+ "chart": "Designation Wise Employee Count",
+ "width": "Half"
+ },
+ {
+ "chart": "Department Wise Employee Count",
+ "width": "Half"
+ },
+ {
+ "chart": "Designation Wise Openings",
+ "width": "Half"
+ },
+ {
+ "chart": "Department Wise Openings",
+ "width": "Half"
+ }
+ ],
+ "creation": "2020-07-22 11:56:33.015888",
+ "dashboard_name": "Human Resource",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2020-07-22 14:42:12.789249",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Human Resource",
+ "owner": "Administrator"
+}
\ No newline at end of file
diff --git a/erpnext/hr/number_card/employees_left_(last_year)/employees_left_(last_year).json b/erpnext/hr/number_card/employees_left_(last_year)/employees_left_(last_year).json
new file mode 100644
index 0000000000..6a91912eff
--- /dev/null
+++ b/erpnext/hr/number_card/employees_left_(last_year)/employees_left_(last_year).json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-22 11:56:32.947790",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"relieving_date\",\"Timespan\",\"last year\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Employees Left (Last year)",
+ "modified": "2020-07-23 12:03:26.747447",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Employees Left (Last year)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/hr/number_card/new_joinees_(last_year)/new_joinees_(last_year).json b/erpnext/hr/number_card/new_joinees_(last_year)/new_joinees_(last_year).json
new file mode 100644
index 0000000000..8f5ad9ce31
--- /dev/null
+++ b/erpnext/hr/number_card/new_joinees_(last_year)/new_joinees_(last_year).json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-22 11:56:32.914057",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"date_of_joining\",\"Timespan\",\"last year\",false],[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "New Joinees (Last year)",
+ "modified": "2020-07-22 14:32:09.352301",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "New Joinees (Last year)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/hr/number_card/total_applicants_(last_month)/total_applicants_(last_month).json b/erpnext/hr/number_card/total_applicants_(last_month)/total_applicants_(last_month).json
new file mode 100644
index 0000000000..1af42cabf6
--- /dev/null
+++ b/erpnext/hr/number_card/total_applicants_(last_month)/total_applicants_(last_month).json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-22 11:56:32.977716",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Job Applicant",
+ "dynamic_filters_json": "",
+ "filters_json": "[[\"Job Applicant\",\"creation\",\"Timespan\",\"last month\"]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Total Applicants (Last month)",
+ "modified": "2020-07-22 14:32:27.656855",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Total Applicants (Last month)",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/hr/number_card/total_employees/total_employees.json b/erpnext/hr/number_card/total_employees/total_employees.json
new file mode 100644
index 0000000000..932e255c9c
--- /dev/null
+++ b/erpnext/hr/number_card/total_employees/total_employees.json
@@ -0,0 +1,21 @@
+{
+ "creation": "2020-07-22 11:56:32.874849",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Employee",
+ "dynamic_filters_json": "[[\"Employee\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Employee\",\"status\",\"=\",\"Active\",false]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Total Employees",
+ "modified": "2020-07-22 14:31:59.118650",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Total Employees",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
index db1d191758..1b92358184 100644
--- a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
+++ b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
@@ -132,6 +132,9 @@ def get_conditions(filters):
if filters.get('employee'):
conditions['name'] = filters.get('employee')
+ if filters.get('company'):
+ conditions['company'] = filters.get('company')
+
return conditions
def get_department_leave_approver_map(department=None):
diff --git a/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.js b/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.js
index bd4ed3c4ca..42f7cdb50f 100644
--- a/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.js
+++ b/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.js
@@ -5,12 +5,25 @@
frappe.query_reports["Monthly Attendance Sheet"] = {
"filters": [
{
- "fieldname":"month",
+ "fieldname": "month",
"label": __("Month"),
"fieldtype": "Select",
- "options": "Jan\nFeb\nMar\nApr\nMay\nJun\nJul\nAug\nSep\nOct\nNov\nDec",
- "default": ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov",
- "Dec"][frappe.datetime.str_to_obj(frappe.datetime.get_today()).getMonth()],
+ "reqd": 1 ,
+ "options": [
+ { "value": 1, "label": __("Jan") },
+ { "value": 2, "label": __("Feb") },
+ { "value": 3, "label": __("Mar") },
+ { "value": 4, "label": __("Apr") },
+ { "value": 5, "label": __("May") },
+ { "value": 6, "label": __("June") },
+ { "value": 7, "label": __("July") },
+ { "value": 8, "label": __("Aug") },
+ { "value": 9, "label": __("Sep") },
+ { "value": 10, "label": __("Oct") },
+ { "value": 11, "label": __("Nov") },
+ { "value": 12, "label": __("Dec") },
+ ],
+ "default": frappe.datetime.str_to_obj(frappe.datetime.get_today()).getMonth() + 1
},
{
"fieldname":"year",
@@ -22,7 +35,15 @@ frappe.query_reports["Monthly Attendance Sheet"] = {
"fieldname":"employee",
"label": __("Employee"),
"fieldtype": "Link",
- "options": "Employee"
+ "options": "Employee",
+ get_query: () => {
+ var company = frappe.query_report.get_filter_value('company');
+ return {
+ filters: {
+ 'company': company
+ }
+ };
+ }
},
{
"fieldname":"company",
diff --git a/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.py b/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.py
index 47daab1901..46082129e2 100644
--- a/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.py
+++ b/erpnext/hr/report/monthly_attendance_sheet/monthly_attendance_sheet.py
@@ -248,10 +248,7 @@ def get_conditions(filters):
if not (filters.get("month") and filters.get("year")):
msgprint(_("Please select month and year"), raise_exception=1)
- filters["month"] = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov",
- "Dec"].index(filters.month) + 1
-
- filters["total_days_in_month"] = monthrange(cint(filters.year), filters.month)[1]
+ filters["total_days_in_month"] = monthrange(cint(filters.year), cint(filters.month))[1]
conditions = " and month(attendance_date) = %(month)s and year(attendance_date) = %(year)s"
diff --git a/erpnext/hr/report/recruitment_analytics/__init__.py b/erpnext/hr/report/recruitment_analytics/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/hr/report/recruitment_analytics/recruitment_analytics.js b/erpnext/hr/report/recruitment_analytics/recruitment_analytics.js
new file mode 100644
index 0000000000..9620f52000
--- /dev/null
+++ b/erpnext/hr/report/recruitment_analytics/recruitment_analytics.js
@@ -0,0 +1,23 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Recruitment Analytics"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"on_date",
+ "label": __("On Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.now_date(),
+ "reqd": 1,
+ },
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/hr/report/recruitment_analytics/recruitment_analytics.json b/erpnext/hr/report/recruitment_analytics/recruitment_analytics.json
new file mode 100644
index 0000000000..30a8e17eb8
--- /dev/null
+++ b/erpnext/hr/report/recruitment_analytics/recruitment_analytics.json
@@ -0,0 +1,27 @@
+{
+ "add_total_row": 0,
+ "creation": "2020-05-14 16:28:45.743869",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2020-05-14 16:28:45.743869",
+ "modified_by": "Administrator",
+ "module": "HR",
+ "name": "Recruitment Analytics",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Staffing Plan",
+ "report_name": "Recruitment Analytics",
+ "report_type": "Script Report",
+ "roles": [
+ {
+ "role": "HR Manager"
+ },
+ {
+ "role": "HR User"
+ }
+ ]
+}
\ No newline at end of file
diff --git a/erpnext/hr/report/recruitment_analytics/recruitment_analytics.py b/erpnext/hr/report/recruitment_analytics/recruitment_analytics.py
new file mode 100644
index 0000000000..e961114ac2
--- /dev/null
+++ b/erpnext/hr/report/recruitment_analytics/recruitment_analytics.py
@@ -0,0 +1,190 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+
+def execute(filters=None):
+
+ if not filters: filters = {}
+ filters = frappe._dict(filters)
+
+ columns = get_columns()
+
+ data = get_data(filters)
+
+ return columns, data
+
+
+def get_columns():
+ return [
+ {
+ "label": _("Staffing Plan"),
+ "fieldtype": "Link",
+ "fieldname": "staffing_plan",
+ "options": "Staffing Plan",
+ "width": 150
+ },
+ {
+ "label": _("Job Opening"),
+ "fieldtype": "Link",
+ "fieldname": "job_opening",
+ "options": "Job Opening",
+ "width": 100
+ },
+ {
+ "label": _("Job Applicant"),
+ "fieldtype": "Link",
+ "fieldname": "job_applicant",
+ "options": "Job Applicant",
+ "width": 150
+ },
+ {
+ "label": _("Applicant name"),
+ "fieldtype": "data",
+ "fieldname": "applicant_name",
+ "width": 120
+ },
+ {
+ "label": _("Application Status"),
+ "fieldtype": "Data",
+ "fieldname": "application_status",
+ "width": 100
+ },
+ {
+ "label": _("Job Offer"),
+ "fieldtype": "Link",
+ "fieldname": "job_offer",
+ "options": "job Offer",
+ "width": 150
+ },
+ {
+ "label": _("Designation"),
+ "fieldtype": "Data",
+ "fieldname": "designation",
+ "width": 100
+ },
+ {
+ "label": _("Offer Date"),
+ "fieldtype": "date",
+ "fieldname": "offer_date",
+ "width": 100
+ },
+ {
+ "label": _("Job Offer status"),
+ "fieldtype": "Data",
+ "fieldname": "job_offer_status",
+ "width": 150
+ }
+ ]
+
+def get_data(filters):
+ data = []
+ staffing_plan_details = get_staffing_plan(filters)
+ staffing_plan_list = list(set([details["name"] for details in staffing_plan_details]))
+ sp_jo_map , jo_list = get_job_opening(staffing_plan_list)
+ jo_ja_map , ja_list = get_job_applicant(jo_list)
+ ja_joff_map = get_job_offer(ja_list)
+
+ for sp in sp_jo_map.keys():
+ parent_row = get_parent_row(sp_jo_map, sp, jo_ja_map, ja_joff_map)
+ data += parent_row
+
+ return data
+
+
+def get_parent_row(sp_jo_map, sp, jo_ja_map, ja_joff_map):
+ data = []
+ if sp in sp_jo_map.keys():
+ for jo in sp_jo_map[sp]:
+ row = {
+ "staffing_plan" : sp,
+ "job_opening" : jo["name"],
+ }
+ data.append(row)
+ child_row = get_child_row( jo["name"], jo_ja_map, ja_joff_map)
+ data += child_row
+ return data
+
+def get_child_row(jo, jo_ja_map, ja_joff_map):
+ data = []
+ if jo in jo_ja_map.keys():
+ for ja in jo_ja_map[jo]:
+ row = {
+ "indent":1,
+ "job_applicant": ja.name,
+ "applicant_name": ja.applicant_name,
+ "application_status": ja.status,
+ }
+ if ja.name in ja_joff_map.keys():
+ jo_detail =ja_joff_map[ja.name][0]
+ row["job_offer"] = jo_detail.name
+ row["job_offer_status"] = jo_detail.status
+ row["offer_date"]= jo_detail.offer_date.strftime("%d-%m-%Y")
+ row["designation"] = jo_detail.designation
+
+ data.append(row)
+ return data
+
+def get_staffing_plan(filters):
+
+ staffing_plan = frappe.db.sql("""
+ select
+ sp.name, sp.department, spd.designation, spd.vacancies, spd.current_count, spd.parent, sp.to_date
+ from
+ `tabStaffing Plan Detail` spd , `tabStaffing Plan` sp
+ where
+ spd.parent = sp.name
+ And
+ sp.to_date > '{0}'
+ """.format(filters.on_date), as_dict = 1)
+
+ return staffing_plan
+
+def get_job_opening(sp_list):
+
+ job_openings = frappe.get_all("Job Opening", filters = [["staffing_plan", "IN", sp_list]], fields =["name", "staffing_plan"])
+
+ sp_jo_map = {}
+ jo_list = []
+
+ for openings in job_openings:
+ if openings.staffing_plan not in sp_jo_map.keys():
+ sp_jo_map[openings.staffing_plan] = [openings]
+ else:
+ sp_jo_map[openings.staffing_plan].append(openings)
+
+ jo_list.append(openings.name)
+
+ return sp_jo_map, jo_list
+
+def get_job_applicant(jo_list):
+
+ jo_ja_map = {}
+ ja_list =[]
+
+ applicants = frappe.get_all("Job Applicant", filters = [["job_title", "IN", jo_list]], fields =["name", "job_title","applicant_name", 'status'])
+
+ for applicant in applicants:
+ if applicant.job_title not in jo_ja_map.keys():
+ jo_ja_map[applicant.job_title] = [applicant]
+ else:
+ jo_ja_map[applicant.job_title].append(applicant)
+
+ ja_list.append(applicant.name)
+
+ return jo_ja_map , ja_list
+
+def get_job_offer(ja_list):
+ ja_joff_map = {}
+
+ offers = frappe.get_all("Job Offer", filters = [["job_applicant", "IN", ja_list]], fields =["name", "job_applicant", "status", 'offer_date', 'designation'])
+
+ for offer in offers:
+ if offer.job_applicant not in ja_joff_map.keys():
+ ja_joff_map[offer.job_applicant] = [offer]
+ else:
+ ja_joff_map[offer.job_applicant].append(offer)
+
+ return ja_joff_map
\ No newline at end of file
diff --git a/erpnext/loan_management/desk_page/loan/loan.json b/erpnext/loan_management/desk_page/loan/loan.json
index 48193b0a0d..3bdd1ce56e 100644
--- a/erpnext/loan_management/desk_page/loan/loan.json
+++ b/erpnext/loan_management/desk_page/loan/loan.json
@@ -3,7 +3,7 @@
{
"hidden": 0,
"label": "Loan",
- "links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]"
+ "links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n { \"dependencies\": [\n \"Loan Type\"\n ],\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
diff --git a/erpnext/loan_management/doctype/loan/loan.json b/erpnext/loan_management/doctype/loan/loan.json
index 192beee7e3..aa5e21b426 100644
--- a/erpnext/loan_management/doctype/loan/loan.json
+++ b/erpnext/loan_management/doctype/loan/loan.json
@@ -20,8 +20,8 @@
"section_break_8",
"loan_type",
"loan_amount",
- "is_secured_loan",
"rate_of_interest",
+ "is_secured_loan",
"disbursement_date",
"disbursed_amount",
"column_break_11",
@@ -334,7 +334,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-07-02 20:46:40.128142",
+ "modified": "2020-08-01 12:36:11.255233",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan",
diff --git a/erpnext/loan_management/doctype/loan/test_loan.py b/erpnext/loan_management/doctype/loan/test_loan.py
index c65996e65f..2f6cd25a36 100644
--- a/erpnext/loan_management/doctype/loan/test_loan.py
+++ b/erpnext/loan_management/doctype/loan/test_loan.py
@@ -17,6 +17,8 @@ from erpnext.loan_management.doctype.process_loan_security_shortfall.process_loa
from erpnext.loan_management.doctype.loan.loan import create_loan_security_unpledge
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
from erpnext.loan_management.doctype.loan_application.loan_application import create_pledge
+from erpnext.loan_management.doctype.loan_disbursement.loan_disbursement import get_disbursal_amount
+from erpnext.loan_management.doctype.loan_repayment.loan_repayment import calculate_amounts
class TestLoan(unittest.TestCase):
def setUp(self):
@@ -193,18 +195,14 @@ class TestLoan(unittest.TestCase):
make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
process_loan_interest_accrual_for_demand_loans(posting_date = last_date)
- repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 5),
+ repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 6),
"Loan Closure", flt(loan.loan_amount + accrued_interest_amount))
repayment_entry.submit()
amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount',
'paid_principal_amount'])
- unaccrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * 6) \
- / (days_in_year(get_datetime(first_date).year) * 100)
-
- self.assertEquals(flt(amounts[0] + unaccrued_interest_amount, 3),
- flt(accrued_interest_amount, 3))
+ self.assertEquals(flt(amounts[0], 2),flt(accrued_interest_amount, 2))
self.assertEquals(flt(repayment_entry.penalty_amount, 5), 0)
loan.load_from_db()
@@ -269,7 +267,7 @@ class TestLoan(unittest.TestCase):
self.assertTrue(loan_security_shortfall)
self.assertEquals(loan_security_shortfall.loan_amount, 1000000.00)
- self.assertEquals(loan_security_shortfall.security_value, 400000.00)
+ self.assertEquals(loan_security_shortfall.security_value, 800000.00)
self.assertEquals(loan_security_shortfall.shortfall_amount, 600000.00)
frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 250
@@ -306,9 +304,6 @@ class TestLoan(unittest.TestCase):
"Loan Closure", flt(loan.loan_amount + accrued_interest_amount))
repayment_entry.submit()
- amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount',
- 'paid_principal_amount'])
-
loan.load_from_db()
self.assertEquals(loan.status, "Loan Closure Requested")
@@ -323,6 +318,97 @@ class TestLoan(unittest.TestCase):
self.assertEqual(loan.status, 'Closed')
self.assertEquals(sum(pledged_qty.values()), 0)
+ def test_disbursal_check_with_shortfall(self):
+ pledges = [{
+ "loan_security": "Test Security 2",
+ "qty": 8000.00,
+ "haircut": 50,
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2,
+ 'Stock Loan', pledges, "Repay Over Number of Periods", 12)
+
+ create_pledge(loan_application)
+
+ loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
+ loan.submit()
+
+ #Disbursing 7,00,000 from the allowed 10,00,000 according to security pledge
+ make_loan_disbursement_entry(loan.name, 700000)
+
+ frappe.db.sql("""UPDATE `tabLoan Security Price` SET loan_security_price = 100
+ where loan_security='Test Security 2'""")
+
+ create_process_loan_security_shortfall()
+ loan_security_shortfall = frappe.get_doc("Loan Security Shortfall", {"loan": loan.name})
+ self.assertTrue(loan_security_shortfall)
+
+ self.assertEqual(get_disbursal_amount(loan.name), 0)
+
+ frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 250
+ where loan_security='Test Security 2'""")
+
+ def test_disbursal_check_without_shortfall(self):
+ pledges = [{
+ "loan_security": "Test Security 2",
+ "qty": 8000.00,
+ "haircut": 50,
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2,
+ 'Stock Loan', pledges, "Repay Over Number of Periods", 12)
+
+ create_pledge(loan_application)
+
+ loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
+ loan.submit()
+
+ #Disbursing 7,00,000 from the allowed 10,00,000 according to security pledge
+ make_loan_disbursement_entry(loan.name, 700000)
+
+ self.assertEqual(get_disbursal_amount(loan.name), 300000)
+
+ def test_pending_loan_amount_after_closure_request(self):
+ pledge = [{
+ "loan_security": "Test Security 1",
+ "qty": 4000.00
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2, 'Demand Loan', pledge)
+ create_pledge(loan_application)
+
+ loan = create_demand_loan(self.applicant2, "Demand Loan", loan_application, posting_date=get_first_day(nowdate()))
+ loan.submit()
+
+ self.assertEquals(loan.loan_amount, 1000000)
+
+ first_date = '2019-10-01'
+ last_date = '2019-10-30'
+
+ no_of_days = date_diff(last_date, first_date) + 1
+
+ no_of_days += 6
+
+ accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
+ / (days_in_year(get_datetime(first_date).year) * 100)
+
+ make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
+ process_loan_interest_accrual_for_demand_loans(posting_date = last_date)
+
+ amounts = calculate_amounts(loan.name, add_days(last_date, 6), "Regular Repayment")
+
+ repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 6),
+ "Loan Closure", flt(loan.loan_amount + accrued_interest_amount))
+ repayment_entry.submit()
+
+ amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount',
+ 'paid_principal_amount'])
+
+ loan.load_from_db()
+ self.assertEquals(loan.status, "Loan Closure Requested")
+
+ amounts = calculate_amounts(loan.name, add_days(last_date, 6), "Regular Repayment")
+ self.assertEquals(amounts['pending_principal_amount'], 0.0)
def create_loan_accounts():
if not frappe.db.exists("Account", "Loans and Advances (Assets) - _TC"):
diff --git a/erpnext/loan_management/doctype/loan_application/loan_application.js b/erpnext/loan_management/doctype/loan_application/loan_application.js
index 6cf47bf85c..1365274971 100644
--- a/erpnext/loan_management/doctype/loan_application/loan_application.js
+++ b/erpnext/loan_management/doctype/loan_application/loan_application.js
@@ -33,18 +33,18 @@ frappe.ui.form.on('Loan Application', {
if (frm.doc.is_secured_loan) {
frappe.db.get_value("Loan Security Pledge", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => {
- if (!r) {
+ if (Object.keys(r).length === 0) {
frm.add_custom_button(__('Loan Security Pledge'), function() {
- frm.trigger('create_loan_security_pledge')
+ frm.trigger('create_loan_security_pledge');
},__('Create'))
}
});
}
frappe.db.get_value("Loan", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => {
- if (!r) {
+ if (Object.keys(r).length === 0) {
frm.add_custom_button(__('Loan'), function() {
- frm.trigger('create_loan')
+ frm.trigger('create_loan');
},__('Create'))
} else {
frm.set_df_property('status', 'read_only', 1);
@@ -54,7 +54,7 @@ frappe.ui.form.on('Loan Application', {
},
create_loan: function(frm) {
if (frm.doc.status != "Approved") {
- frappe.throw(__("Cannot create loan until application is approved"))
+ frappe.throw(__("Cannot create loan until application is approved"));
}
frappe.model.open_mapped_doc({
@@ -112,16 +112,19 @@ frappe.ui.form.on('Loan Application', {
frappe.ui.form.on("Proposed Pledge", {
loan_security: function(frm, cdt, cdn) {
let row = locals[cdt][cdn];
- frappe.call({
- method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
- args: {
- loan_security: row.loan_security
- },
- callback: function(r) {
- frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
- frm.events.calculate_amounts(frm, cdt, cdn);
- }
- })
+
+ if (row.loan_security) {
+ frappe.call({
+ method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
+ args: {
+ loan_security: row.loan_security
+ },
+ callback: function(r) {
+ frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
+ frm.events.calculate_amounts(frm, cdt, cdn);
+ }
+ })
+ }
},
amount: function(frm, cdt, cdn) {
diff --git a/erpnext/loan_management/doctype/loan_application/loan_application.py b/erpnext/loan_management/doctype/loan_application/loan_application.py
index f051755f67..bac6e638d7 100644
--- a/erpnext/loan_management/doctype/loan_application/loan_application.py
+++ b/erpnext/loan_management/doctype/loan_application/loan_application.py
@@ -16,14 +16,16 @@ from six import string_types
class LoanApplication(Document):
def validate(self):
-
- validate_repayment_method(self.repayment_method, self.loan_amount, self.repayment_amount,
- self.repayment_periods, self.is_term_loan)
-
- self.validate_loan_type()
self.set_pledge_amount()
self.set_loan_amount()
self.validate_loan_amount()
+
+ if self.is_term_loan:
+ validate_repayment_method(self.repayment_method, self.loan_amount, self.repayment_amount,
+ self.repayment_periods, self.is_term_loan)
+
+ self.validate_loan_type()
+
self.get_repayment_details()
self.check_sanctioned_amount_limit()
@@ -106,7 +108,7 @@ class LoanApplication(Document):
if self.is_secured_loan and self.proposed_pledges:
self.maximum_loan_amount = 0
for security in self.proposed_pledges:
- self.maximum_loan_amount += security.post_haircut_amount
+ self.maximum_loan_amount += flt(security.post_haircut_amount)
if not self.loan_amount and self.is_secured_loan and self.proposed_pledges:
self.loan_amount = self.maximum_loan_amount
@@ -133,10 +135,7 @@ def create_loan(source_name, target_doc=None, submit=0):
"validation": {
"docstatus": ["=", 1]
},
- "postprocess": update_accounts,
- "field_no_map": [
- "is_secured_loan"
- ]
+ "postprocess": update_accounts
}
}, target_doc)
diff --git a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
index d44088bee7..260fada893 100644
--- a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
+++ b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
@@ -10,22 +10,20 @@ from frappe.utils import nowdate, getdate, add_days, flt
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.accounts.general_ledger import make_gl_entries
from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans
+from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
+from frappe.utils import get_datetime
class LoanDisbursement(AccountsController):
def validate(self):
self.set_missing_values()
- def before_submit(self):
- self.set_status_and_amounts()
-
- def before_cancel(self):
- self.set_status_and_amounts(cancel=1)
-
def on_submit(self):
+ self.set_status_and_amounts()
self.make_gl_entries()
def on_cancel(self):
+ self.set_status_and_amounts(cancel=1)
self.make_gl_entries(cancel=1)
self.ignore_linked_doctypes = ['GL Entry']
@@ -45,29 +43,51 @@ class LoanDisbursement(AccountsController):
def set_status_and_amounts(self, cancel=0):
loan_details = frappe.get_all("Loan",
- fields = ["loan_amount", "disbursed_amount", "total_principal_paid", "status", "is_term_loan"],
- filters= { "name": self.against_loan }
- )[0]
-
- if loan_details.status == "Disbursed" and not loan_details.is_term_loan:
- process_loan_interest_accrual_for_demand_loans(posting_date=add_days(self.disbursement_date, -1),
- loan=self.against_loan)
+ fields = ["loan_amount", "disbursed_amount", "total_payment", "total_principal_paid", "total_interest_payable",
+ "status", "is_term_loan", "is_secured_loan"], filters= { "name": self.against_loan })[0]
if cancel:
disbursed_amount = loan_details.disbursed_amount - self.disbursed_amount
+ total_payment = loan_details.total_payment
+
+ if loan_details.disbursed_amount > loan_details.loan_amount:
+ topup_amount = loan_details.disbursed_amount - loan_details.loan_amount
+ if topup_amount > self.disbursed_amount:
+ topup_amount = self.disbursed_amount
+
+ total_payment = total_payment - topup_amount
+
if disbursed_amount == 0:
status = "Sanctioned"
- elif disbursed_amount >= loan_details.disbursed_amount:
+ elif disbursed_amount >= loan_details.loan_amount:
status = "Disbursed"
else:
status = "Partially Disbursed"
else:
disbursed_amount = self.disbursed_amount + loan_details.disbursed_amount
+ total_payment = loan_details.total_payment
- if flt(disbursed_amount) - flt(loan_details.total_principal_paid) > flt(loan_details.loan_amount):
- frappe.throw(_("Disbursed Amount cannot be greater than loan amount"))
+ possible_disbursal_amount = get_disbursal_amount(self.against_loan)
- if flt(disbursed_amount) >= loan_details.disbursed_amount:
+ if self.disbursed_amount > possible_disbursal_amount:
+ frappe.throw(_("Disbursed Amount cannot be greater than {0}").format(possible_disbursal_amount))
+
+ if loan_details.status == "Disbursed" and not loan_details.is_term_loan:
+ process_loan_interest_accrual_for_demand_loans(posting_date=add_days(self.disbursement_date, -1),
+ loan=self.against_loan)
+
+ if disbursed_amount > loan_details.loan_amount:
+ topup_amount = disbursed_amount - loan_details.loan_amount
+
+ if topup_amount < 0:
+ topup_amount = 0
+
+ if topup_amount > self.disbursed_amount:
+ topup_amount = self.disbursed_amount
+
+ total_payment = total_payment + topup_amount
+
+ if flt(disbursed_amount) >= loan_details.loan_amount:
status = "Disbursed"
else:
status = "Partially Disbursed"
@@ -75,7 +95,8 @@ class LoanDisbursement(AccountsController):
frappe.db.set_value("Loan", self.against_loan, {
"disbursement_date": self.disbursement_date,
"disbursed_amount": disbursed_amount,
- "status": status
+ "status": status,
+ "total_payment": total_payment
})
def make_gl_entries(self, cancel=0, adv_adj=0):
@@ -116,3 +137,53 @@ class LoanDisbursement(AccountsController):
if gle_map:
make_gl_entries(gle_map, cancel=cancel, adv_adj=adv_adj)
+
+def get_total_pledged_security_value(loan):
+ update_time = get_datetime()
+
+ loan_security_price_map = frappe._dict(frappe.get_all("Loan Security Price",
+ fields=["loan_security", "loan_security_price"],
+ filters = {
+ "valid_from": ("<=", update_time),
+ "valid_upto": (">=", update_time)
+ }, as_list=1))
+
+ hair_cut_map = frappe._dict(frappe.get_all('Loan Security',
+ fields=["name", "haircut"], as_list=1))
+
+ security_value = 0.0
+ pledged_securities = get_pledged_security_qty(loan)
+
+ for security, qty in pledged_securities.items():
+ security_value += (loan_security_price_map.get(security) * qty * hair_cut_map.get(security))/100
+
+ return security_value
+
+@frappe.whitelist()
+def get_disbursal_amount(loan):
+ loan_details = frappe.get_all("Loan", fields = ["loan_amount", "disbursed_amount", "total_payment",
+ "total_principal_paid", "total_interest_payable", "status", "is_term_loan", "is_secured_loan"],
+ filters= { "name": loan })[0]
+
+ if loan_details.is_secured_loan and frappe.get_all('Loan Security Shortfall', filters={'loan': loan,
+ 'status': 'Pending'}):
+ return 0
+
+ if loan_details.status == 'Disbursed':
+ pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \
+ - flt(loan_details.total_principal_paid)
+ else:
+ pending_principal_amount = flt(loan_details.disbursed_amount)
+
+ security_value = 0.0
+ if loan_details.is_secured_loan:
+ security_value = get_total_pledged_security_value(loan)
+
+ if not security_value and not loan_details.is_secured_loan:
+ security_value = flt(loan_details.loan_amount)
+
+ disbursal_amount = flt(security_value) - flt(pending_principal_amount)
+
+ return disbursal_amount
+
+
diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
index e6ceb55185..1d3fa71068 100644
--- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
+++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
@@ -19,8 +19,8 @@ class LoanInterestAccrual(AccountsController):
if not self.posting_date:
self.posting_date = nowdate()
- if not self.interest_amount:
- frappe.throw(_("Interest Amount is mandatory"))
+ if not self.interest_amount and not self.payable_principal_amount:
+ frappe.throw(_("Interest Amount or Principal Amount is mandatory"))
def on_submit(self):
@@ -39,37 +39,38 @@ class LoanInterestAccrual(AccountsController):
def make_gl_entries(self, cancel=0, adv_adj=0):
gle_map = []
- gle_map.append(
- self.get_gl_dict({
- "account": self.loan_account,
- "party_type": self.applicant_type,
- "party": self.applicant,
- "against": self.interest_income_account,
- "debit": self.interest_amount,
- "debit_in_account_currency": self.interest_amount,
- "against_voucher_type": "Loan",
- "against_voucher": self.loan,
- "remarks": _("Against Loan:") + self.loan,
- "cost_center": erpnext.get_default_cost_center(self.company),
- "posting_date": self.posting_date
- })
- )
+ if self.interest_amount:
+ gle_map.append(
+ self.get_gl_dict({
+ "account": self.loan_account,
+ "party_type": self.applicant_type,
+ "party": self.applicant,
+ "against": self.interest_income_account,
+ "debit": self.interest_amount,
+ "debit_in_account_currency": self.interest_amount,
+ "against_voucher_type": "Loan",
+ "against_voucher": self.loan,
+ "remarks": _("Against Loan:") + self.loan,
+ "cost_center": erpnext.get_default_cost_center(self.company),
+ "posting_date": self.posting_date
+ })
+ )
- gle_map.append(
- self.get_gl_dict({
- "account": self.interest_income_account,
- "party_type": self.applicant_type,
- "party": self.applicant,
- "against": self.loan_account,
- "credit": self.interest_amount,
- "credit_in_account_currency": self.interest_amount,
- "against_voucher_type": "Loan",
- "against_voucher": self.loan,
- "remarks": _("Against Loan:") + self.loan,
- "cost_center": erpnext.get_default_cost_center(self.company),
- "posting_date": self.posting_date
- })
- )
+ gle_map.append(
+ self.get_gl_dict({
+ "account": self.interest_income_account,
+ "party_type": self.applicant_type,
+ "party": self.applicant,
+ "against": self.loan_account,
+ "credit": self.interest_amount,
+ "credit_in_account_currency": self.interest_amount,
+ "against_voucher_type": "Loan",
+ "against_voucher": self.loan,
+ "remarks": _("Against Loan:") + self.loan,
+ "cost_center": erpnext.get_default_cost_center(self.company),
+ "posting_date": self.posting_date
+ })
+ )
if gle_map:
make_gl_entries(gle_map, cancel=cancel, adv_adj=adv_adj)
@@ -84,8 +85,11 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i
if no_of_days <= 0:
return
- pending_principal_amount = loan.total_payment - loan.total_interest_payable \
- - loan.total_amount_paid
+ if loan.status == 'Disbursed':
+ pending_principal_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
+ - flt(loan.total_principal_paid)
+ else:
+ pending_principal_amount = loan.disbursed_amount
interest_per_day = (pending_principal_amount * loan.rate_of_interest) / (days_in_year(get_datetime(posting_date).year) * 100)
payable_interest = interest_per_day * no_of_days
@@ -106,7 +110,7 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i
def make_accrual_interest_entry_for_demand_loans(posting_date, process_loan_interest, open_loans=None, loan_type=None):
query_filters = {
- "status": "Disbursed",
+ "status": ('in', ['Disbursed', 'Partially Disbursed']),
"docstatus": 1
}
@@ -117,8 +121,9 @@ def make_accrual_interest_entry_for_demand_loans(posting_date, process_loan_inte
if not open_loans:
open_loans = frappe.get_all("Loan",
- fields=["name", "total_payment", "total_amount_paid", "loan_account", "interest_income_account", "is_term_loan",
- "disbursement_date", "applicant_type", "applicant", "rate_of_interest", "total_interest_payable", "repayment_start_date"],
+ fields=["name", "total_payment", "total_amount_paid", "loan_account", "interest_income_account",
+ "is_term_loan", "status", "disbursement_date", "disbursed_amount", "applicant_type", "applicant",
+ "rate_of_interest", "total_interest_payable", "total_principal_paid", "repayment_start_date"],
filters=query_filters)
for loan in open_loans:
diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json
index 789c129946..5942455919 100644
--- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json
+++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.json
@@ -173,7 +173,7 @@
{
"fieldname": "references_section",
"fieldtype": "Section Break",
- "label": "References"
+ "label": "Payment References"
},
{
"fieldname": "reference_number",
@@ -221,7 +221,7 @@
],
"is_submittable": 1,
"links": [],
- "modified": "2020-04-16 18:14:45.166754",
+ "modified": "2020-05-16 09:40:15.581165",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Repayment",
diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
index 9605045777..7d83e32213 100644
--- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
+++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
@@ -116,6 +116,7 @@ class LoanRepayment(AccountsController):
def allocate_amounts(self, paid_entries):
self.set('repayment_details', [])
self.principal_amount_paid = 0
+ total_interest_paid = 0
interest_paid = self.amount_paid - self.penalty_amount
if self.amount_paid - self.penalty_amount > 0 and paid_entries:
@@ -137,12 +138,19 @@ class LoanRepayment(AccountsController):
interest_paid = 0
paid_principal=0
+ total_interest_paid += interest_amount
self.append('repayment_details', {
'loan_interest_accrual': lia,
'paid_interest_amount': interest_amount,
'paid_principal_amount': paid_principal
})
+ if self.payment_type == 'Loan Closure' and total_interest_paid < self.interest_payable:
+ unaccrued_interest = self.interest_payable - total_interest_paid
+ interest_paid -= unaccrued_interest
+ if self.repayment_details:
+ self.repayment_details[-1].paid_interest_amount += unaccrued_interest
+
if interest_paid:
self.principal_amount_paid += interest_paid
@@ -281,7 +289,7 @@ def get_amounts(amounts, against_loan, posting_date, payment_type):
due_date = add_days(entry.posting_date, 1)
no_of_late_days = date_diff(posting_date,
- add_days(due_date, loan_type_details.grace_period_in_days))
+ add_days(due_date, loan_type_details.grace_period_in_days))
if no_of_late_days > 0 and (not against_loan_doc.repay_from_salary):
penalty_amount += (entry.interest_amount * (loan_type_details.penalty_interest_rate / 100) * no_of_late_days)/365
@@ -297,7 +305,10 @@ def get_amounts(amounts, against_loan, posting_date, payment_type):
if not final_due_date:
final_due_date = add_days(due_date, loan_type_details.grace_period_in_days)
- pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable
+ if against_loan_doc.status in ('Disbursed', 'Loan Closure Requested'):
+ pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable
+ else:
+ pending_principal_amount = against_loan_doc.disbursed_amount
if payment_type == "Loan Closure":
if due_date:
diff --git a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js
index 82837b3dac..11c932ff1c 100644
--- a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js
+++ b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.js
@@ -22,16 +22,19 @@ frappe.ui.form.on('Loan Security Pledge', {
frappe.ui.form.on("Pledge", {
loan_security: function(frm, cdt, cdn) {
let row = locals[cdt][cdn];
- frappe.call({
- method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
- args: {
- loan_security: row.loan_security
- },
- callback: function(r) {
- frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
- frm.events.calculate_amounts(frm, cdt, cdn);
- }
- });
+
+ if (row.loan_security) {
+ frappe.call({
+ method: "erpnext.loan_management.doctype.loan_security_price.loan_security_price.get_loan_security_price",
+ args: {
+ loan_security: row.loan_security
+ },
+ callback: function(r) {
+ frappe.model.set_value(cdt, cdn, 'loan_security_price', r.message);
+ frm.events.calculate_amounts(frm, cdt, cdn);
+ }
+ });
+ }
},
qty: function(frm, cdt, cdn) {
diff --git a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py
index 961c05c9c1..2bb6fd84e5 100644
--- a/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py
+++ b/erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.py
@@ -14,6 +14,7 @@ class LoanSecurityPledge(Document):
def validate(self):
self.set_pledge_amount()
self.validate_duplicate_securities()
+ self.validate_loan_security_type()
def on_submit(self):
if self.loan:
@@ -31,6 +32,27 @@ class LoanSecurityPledge(Document):
frappe.throw(_('Loan Security {0} added multiple times').format(frappe.bold(
security.loan_security)))
+ def validate_loan_security_type(self):
+ existing_pledge = ''
+
+ if self.loan:
+ existing_pledge = frappe.db.get_value('Loan Security Pledge', {'loan': self.loan}, ['name'])
+
+ if existing_pledge:
+ loan_security_type = frappe.db.get_value('Pledge', {'parent': existing_pledge}, ['loan_security_type'])
+ else:
+ loan_security_type = self.securities[0].loan_security_type
+
+ ltv_ratio_map = frappe._dict(frappe.get_all("Loan Security Type",
+ fields=["name", "loan_to_value_ratio"], as_list=1))
+
+ ltv_ratio = ltv_ratio_map.get(loan_security_type)
+
+ for security in self.securities:
+ if ltv_ratio_map.get(security.loan_security_type) != ltv_ratio:
+ frappe.throw(_("Loan Securities with different LTV ratio cannot be pledged against one loan"))
+
+
def set_pledge_amount(self):
total_security_value = 0
maximum_loan_value = 0
diff --git a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
index ffd96737a5..0f42bde3c4 100644
--- a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
+++ b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
@@ -4,9 +4,10 @@
from __future__ import unicode_literals
import frappe
-from frappe.utils import get_datetime
+from frappe.utils import get_datetime, flt
from frappe.model.document import Document
from six import iteritems
+from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
class LoanSecurityShortfall(Document):
pass
@@ -50,31 +51,36 @@ def check_for_ltv_shortfall(process_loan_security_shortfall):
"valid_upto": (">=", update_time)
}, as_list=1))
- ltv_ratio_map = frappe._dict(frappe.get_all("Loan Security Type",
- fields=["name", "loan_to_value_ratio"], as_list=1))
-
- loans = frappe.db.sql(""" SELECT l.name, l.loan_amount, l.total_principal_paid, lp.loan_security, lp.haircut, lp.qty, lp.loan_security_type
- FROM `tabLoan` l, `tabPledge` lp , `tabLoan Security Pledge`p WHERE lp.parent = p.name and p.loan = l.name and l.docstatus = 1
- and l.is_secured_loan and l.status = 'Disbursed' and p.status = 'Pledged'""", as_dict=1)
+ loans = frappe.get_all('Loan', fields=['name', 'loan_amount', 'total_principal_paid', 'total_payment',
+ 'total_interest_payable', 'disbursed_amount', 'status'],
+ filters={'status': ('in',['Disbursed','Partially Disbursed']), 'is_secured_loan': 1})
loan_security_map = {}
for loan in loans:
- loan_security_map.setdefault(loan.name, {
- "loan_amount": loan.loan_amount - loan.total_principal_paid,
- "security_value": 0.0
- })
+ if loan.status == 'Disbursed':
+ outstanding_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
+ - flt(loan.total_principal_paid)
+ else:
+ outstanding_amount = loan.disbursed_amount
- current_loan_security_amount = loan_security_price_map.get(loan.loan_security, 0) * loan.qty
- ltv_ratio = ltv_ratio_map.get(loan.loan_security_type)
+ pledged_securities = get_pledged_security_qty(loan.name)
+ ltv_ratio = ''
+ security_value = 0.0
- loan_security_map[loan.name]['security_value'] += current_loan_security_amount - (current_loan_security_amount * loan.haircut/100)
+ for security, qty in pledged_securities.items():
+ if not ltv_ratio:
+ ltv_ratio = get_ltv_ratio(security)
+ security_value += loan_security_price_map.get(security) * qty
- for loan, value in iteritems(loan_security_map):
- if (value["loan_amount"]/value['security_value'] * 100) > ltv_ratio:
- create_loan_security_shortfall(loan, value, process_loan_security_shortfall)
+ current_ratio = (outstanding_amount/security_value) * 100
-def create_loan_security_shortfall(loan, value, process_loan_security_shortfall):
+ if current_ratio > ltv_ratio:
+ shortfall_amount = outstanding_amount - ((security_value * ltv_ratio) / 100)
+ create_loan_security_shortfall(loan.name, outstanding_amount, security_value, shortfall_amount,
+ process_loan_security_shortfall)
+
+def create_loan_security_shortfall(loan, loan_amount, security_value, shortfall_amount, process_loan_security_shortfall):
existing_shortfall = frappe.db.get_value("Loan Security Shortfall", {"loan": loan, "status": "Pending"}, "name")
@@ -85,9 +91,14 @@ def create_loan_security_shortfall(loan, value, process_loan_security_shortfall)
ltv_shortfall.loan = loan
ltv_shortfall.shortfall_time = get_datetime()
- ltv_shortfall.loan_amount = value["loan_amount"]
- ltv_shortfall.security_value = value["security_value"]
- ltv_shortfall.shortfall_amount = value["loan_amount"] - value["security_value"]
+ ltv_shortfall.loan_amount = loan_amount
+ ltv_shortfall.security_value = security_value
+ ltv_shortfall.shortfall_amount = shortfall_amount
ltv_shortfall.process_loan_security_shortfall = process_loan_security_shortfall
ltv_shortfall.save()
+def get_ltv_ratio(loan_security):
+ loan_security_type = frappe.db.get_value('Loan Security', loan_security, 'loan_security_type')
+ ltv_ratio = frappe.db.get_value('Loan Security Type', loan_security_type, 'loan_to_value_ratio')
+ return ltv_ratio
+
diff --git a/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json b/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json
index f46b88cbca..871e82563a 100644
--- a/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json
+++ b/erpnext/loan_management/doctype/loan_security_type/loan_security_type.json
@@ -29,6 +29,7 @@
"unique": 1
},
{
+ "description": "Haircut percentage is the percentage difference between market value of the Loan Security and the value ascribed to that Loan Security when used as collateral for that loan.",
"fieldname": "haircut",
"fieldtype": "Percent",
"label": "Haircut %"
@@ -46,13 +47,14 @@
"fieldtype": "Column Break"
},
{
+ "description": "Loan To Value Ratio expresses the ratio of the loan amount to the value of the security pledged. A loan security shortfall will be triggered if this falls below the specified value for any loan ",
"fieldname": "loan_to_value_ratio",
"fieldtype": "Percent",
"label": "Loan To Value Ratio"
}
],
"links": [],
- "modified": "2020-04-28 14:06:49.046177",
+ "modified": "2020-05-16 09:38:45.988080",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Security Type",
diff --git a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
index 5e9d82aa91..f6b28dae75 100644
--- a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
+++ b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
@@ -43,8 +43,10 @@ class LoanSecurityUnpledge(Document):
"valid_upto": (">=", get_datetime())
}, as_list=1))
- loan_amount, principal_paid = frappe.get_value("Loan", self.loan, ['loan_amount', 'total_principal_paid'])
- pending_principal_amount = loan_amount - principal_paid
+ total_payment, principal_paid, interest_payable = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
+ 'total_interest_payable'])
+
+ pending_principal_amount = flt(total_payment) - flt(interest_payable) - flt(principal_paid)
security_value = 0
for security in self.securities:
@@ -60,7 +62,7 @@ class LoanSecurityUnpledge(Document):
security_value += qty_after_unpledge * loan_security_price_map.get(security.loan_security)
- if not security_value and pending_principal_amount > 0:
+ if not security_value and flt(pending_principal_amount, 2) > 0:
frappe.throw("Cannot Unpledge, loan to value ratio is breaching")
if security_value and (pending_principal_amount/security_value) * 100 > ltv_ratio:
diff --git a/erpnext/loan_management/doctype/loan_type/loan_type.json b/erpnext/loan_management/doctype/loan_type/loan_type.json
index 1dd3710cd2..669490a448 100644
--- a/erpnext/loan_management/doctype/loan_type/loan_type.json
+++ b/erpnext/loan_management/doctype/loan_type/loan_type.json
@@ -76,6 +76,7 @@
"reqd": 1
},
{
+ "description": "This account is used for booking loan repayments from the borrower and also disbursing loans to the borrower",
"fieldname": "payment_account",
"fieldtype": "Link",
"label": "Payment Account",
@@ -83,6 +84,7 @@
"reqd": 1
},
{
+ "description": "This account is capital account which is used to allocate capital for loan disbursal account ",
"fieldname": "loan_account",
"fieldtype": "Link",
"label": "Loan Account",
@@ -94,6 +96,7 @@
"fieldtype": "Column Break"
},
{
+ "description": "This account will be used for booking loan interest accruals",
"fieldname": "interest_income_account",
"fieldtype": "Link",
"label": "Interest Income Account",
@@ -101,6 +104,7 @@
"reqd": 1
},
{
+ "description": "This account will be used for booking penalties levied due to delayed repayments",
"fieldname": "penalty_income_account",
"fieldtype": "Link",
"label": "Penalty Income Account",
@@ -109,6 +113,7 @@
},
{
"default": "0",
+ "description": "If this is not checked the loan by default will be considered as a Demand Loan",
"fieldname": "is_term_loan",
"fieldtype": "Check",
"label": "Is Term Loan"
diff --git a/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py b/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
index add7bbfa57..cba6a2d014 100644
--- a/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
+++ b/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
@@ -67,16 +67,16 @@ class MaintenanceSchedule(TransactionBase):
for key in scheduled_date:
description =frappe._("Reference: {0}, Item Code: {1} and Customer: {2}").format(self.name, d.item_code, self.customer)
- frappe.get_doc({
+ event = frappe.get_doc({
"doctype": "Event",
"owner": email_map.get(d.sales_person, self.owner),
"subject": description,
"description": description,
"starts_on": cstr(key["scheduled_date"]) + " 10:00:00",
"event_type": "Private",
- "ref_type": self.doctype,
- "ref_name": self.name
- }).insert(ignore_permissions=1)
+ })
+ event.add_participant(self.doctype, self.name)
+ event.insert(ignore_permissions=1)
frappe.db.set(self, 'status', 'Submitted')
diff --git a/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py b/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
index d8ae17b4c7..3c307e920f 100644
--- a/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
+++ b/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
@@ -2,6 +2,7 @@
# 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
import frappe
import unittest
@@ -9,4 +10,39 @@ import unittest
# test_records = frappe.get_test_records('Maintenance Schedule')
class TestMaintenanceSchedule(unittest.TestCase):
- pass
+ def test_events_should_be_created_and_deleted(self):
+ ms = make_maintenance_schedule()
+ ms.generate_schedule()
+ ms.submit()
+
+ all_events = get_events(ms)
+ self.assertTrue(len(all_events) > 0)
+
+ ms.cancel()
+ events_after_cancel = get_events(ms)
+ self.assertTrue(len(events_after_cancel) == 0)
+
+def get_events(ms):
+ return frappe.get_all("Event Participants", filters={
+ "reference_doctype": ms.doctype,
+ "reference_docname": ms.name,
+ "parenttype": "Event"
+ })
+
+def make_maintenance_schedule():
+ ms = frappe.new_doc("Maintenance Schedule")
+ ms.company = "_Test Company"
+ ms.customer = "_Test Customer"
+ ms.transaction_date = get_datetime()
+
+ ms.append("items", {
+ "item_code": "_Test Item",
+ "start_date": get_datetime(),
+ "end_date": add_days(get_datetime(), 32),
+ "periodicity": "Weekly",
+ "no_of_visits": 4,
+ "sales_person": "Sales Team",
+ })
+ ms.insert(ignore_permissions=True)
+
+ return ms
diff --git a/erpnext/manufacturing/dashboard_chart/completed_operation/completed_operation.json b/erpnext/manufacturing/dashboard_chart/completed_operation/completed_operation.json
new file mode 100644
index 0000000000..d74ae2faf4
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/completed_operation/completed_operation.json
@@ -0,0 +1,28 @@
+{
+ "based_on": "creation",
+ "chart_name": "Completed Operation",
+ "chart_type": "Sum",
+ "creation": "2020-07-08 22:40:22.441658",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Work Order Operation",
+ "filters_json": "[[\"Work Order Operation\",\"docstatus\",\"=\",1,false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-21 16:57:09.767009",
+ "modified": "2020-07-21 16:57:55.719802",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Completed Operation",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Quarterly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "completed_qty",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/job_card_analysis/job_card_analysis.json b/erpnext/manufacturing/dashboard_chart/job_card_analysis/job_card_analysis.json
new file mode 100644
index 0000000000..e3cbba6e81
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/job_card_analysis/job_card_analysis.json
@@ -0,0 +1,26 @@
+{
+ "chart_name": "Job Card Analysis",
+ "chart_type": "Report",
+ "creation": "2020-07-08 22:40:22.549096",
+ "custom_options": "{\"barOptions\": {\"stacked\": 1}}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.defaults.get_user_default(\\\"year_start_date\\\")\",\"to_date\":\"frappe.defaults.get_user_default(\\\"year_end_date\\\")\"}",
+ "filters_json": "{\"docstatus\":1,\"range\":\"Monthly\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-21 17:47:06.537924",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Job Card Analysis",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Job Card Summary",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/last_month_downtime_analysis/last_month_downtime_analysis.json b/erpnext/manufacturing/dashboard_chart/last_month_downtime_analysis/last_month_downtime_analysis.json
new file mode 100644
index 0000000000..46d2215a00
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/last_month_downtime_analysis/last_month_downtime_analysis.json
@@ -0,0 +1,26 @@
+{
+ "chart_name": "Last Month Downtime Analysis",
+ "chart_type": "Report",
+ "creation": "2020-07-08 22:40:22.516460",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{}",
+ "filters_json": "{\"from_date\":\"2020-06-21 00:00:00\",\"to_date\":\"2020-07-21 18:46:45\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-21 18:46:50.767333",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Last Month Downtime Analysis",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Downtime Analysis",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/pending_work_order/pending_work_order.json b/erpnext/manufacturing/dashboard_chart/pending_work_order/pending_work_order.json
new file mode 100644
index 0000000000..91cd12b366
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/pending_work_order/pending_work_order.json
@@ -0,0 +1,26 @@
+{
+ "chart_name": "Pending Work Order",
+ "chart_type": "Report",
+ "creation": "2020-07-08 22:40:22.499217",
+ "custom_options": "{\"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"height\": 300}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.defaults.get_user_default(\\\"year_start_date\\\")\",\"to_date\":\"frappe.defaults.get_user_default(\\\"year_end_date\\\")\"}",
+ "filters_json": "{\"charts_based_on\":\"Age\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-21 17:46:42.917598",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Pending Work Order",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Work Order Summary",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/produced_quantity/produced_quantity.json b/erpnext/manufacturing/dashboard_chart/produced_quantity/produced_quantity.json
new file mode 100644
index 0000000000..ba1a29d25b
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/produced_quantity/produced_quantity.json
@@ -0,0 +1,30 @@
+{
+ "based_on": "modified",
+ "chart_name": "Produced Quantity",
+ "chart_type": "Sum",
+ "creation": "2020-07-08 22:40:22.416285",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Work Order",
+ "dynamic_filters_json": "[[\"Work Order\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Work Order\",\"docstatus\",\"=\",\"1\",false]]",
+ "group_by_type": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-21 17:46:34.058882",
+ "modified": "2020-07-21 17:54:11.233531",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Produced Quantity",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "produced_qty",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/quality_inspection_analysis/quality_inspection_analysis.json b/erpnext/manufacturing/dashboard_chart/quality_inspection_analysis/quality_inspection_analysis.json
new file mode 100644
index 0000000000..8388f3d72b
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/quality_inspection_analysis/quality_inspection_analysis.json
@@ -0,0 +1,25 @@
+{
+ "chart_name": "Quality Inspection Analysis",
+ "chart_type": "Report",
+ "creation": "2020-07-08 22:40:22.483617",
+ "custom_options": "{\"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"height\": 300}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "filters_json": "{\"from_date\":\"2019-07-09\",\"to_date\":\"2020-07-09\"}",
+ "idx": 0,
+ "use_report_chart": 1,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-09 12:15:51.564487",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Quality Inspection Analysis",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Quality Inspection Summary",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/work_order_analysis/work_order_analysis.json b/erpnext/manufacturing/dashboard_chart/work_order_analysis/work_order_analysis.json
new file mode 100644
index 0000000000..879826a7ad
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/work_order_analysis/work_order_analysis.json
@@ -0,0 +1,26 @@
+{
+ "chart_name": "Work Order Analysis",
+ "chart_type": "Report",
+ "creation": "2020-07-08 22:40:22.465459",
+ "custom_options": "{\"axisOptions\": {\"shortenYAxisNumbers\": 1}, \"height\": 300}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.defaults.get_user_default(\\\"year_start_date\\\")\",\"to_date\":\"frappe.defaults.get_user_default(\\\"year_end_date\\\")\"}",
+ "filters_json": "{\"charts_based_on\":\"Status\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-21 17:50:23.806007",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Work Order Analysis",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Work Order Summary",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Donut",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/dashboard_chart/work_order_qty_analysis/work_order_qty_analysis.json b/erpnext/manufacturing/dashboard_chart/work_order_qty_analysis/work_order_qty_analysis.json
new file mode 100644
index 0000000000..93572799d6
--- /dev/null
+++ b/erpnext/manufacturing/dashboard_chart/work_order_qty_analysis/work_order_qty_analysis.json
@@ -0,0 +1,26 @@
+{
+ "chart_name": "Work Order Qty Analysis",
+ "chart_type": "Report",
+ "creation": "2020-07-08 22:40:22.532889",
+ "custom_options": "{\"barOptions\": {\"stacked\": 1}}",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"from_date\":\"frappe.defaults.get_user_default(\\\"year_start_date\\\")\",\"to_date\":\"frappe.defaults.get_user_default(\\\"year_end_date\\\")\"}",
+ "filters_json": "{\"charts_based_on\":\"Quantity\"}",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "modified": "2020-07-21 17:46:59.020709",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Work Order Qty Analysis",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "report_name": "Work Order Summary",
+ "time_interval": "Yearly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 1,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py
index 8062342cfc..3189433837 100644
--- a/erpnext/manufacturing/doctype/bom/bom.py
+++ b/erpnext/manufacturing/doctype/bom/bom.py
@@ -494,7 +494,7 @@ class BOM(WebsiteGenerator):
'image' : d.image,
'stock_uom' : d.stock_uom,
'stock_qty' : flt(d.stock_qty),
- 'rate' : flt(d.base_rate) / flt(d.conversion_factor),
+ 'rate' : flt(d.base_rate) / (flt(d.conversion_factor) or 1.0),
'include_item_in_manufacturing': d.include_item_in_manufacturing
}))
@@ -911,6 +911,7 @@ def get_bom_diff(bom1, bom2):
return out
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def item_query(doctype, txt, searchfield, start, page_len, filters):
meta = frappe.get_meta("Item", cached=True)
searchfields = meta.get_search_fields()
diff --git a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
index e6c10ad12b..742d18c4cd 100644
--- a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
+++ b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
@@ -90,6 +90,7 @@ def update_latest_price_in_all_boms():
update_cost()
def replace_bom(args):
+ frappe.db.auto_commit_on_many_writes = 1
args = frappe._dict(args)
doc = frappe.get_doc("BOM Update Tool")
@@ -97,6 +98,8 @@ def replace_bom(args):
doc.new_bom = args.new_bom
doc.replace_bom()
+ frappe.db.auto_commit_on_many_writes = 0
+
def update_cost():
frappe.db.auto_commit_on_many_writes = 1
bom_list = get_boms_in_bottom_up_order()
diff --git a/erpnext/manufacturing/doctype/work_order/work_order.py b/erpnext/manufacturing/doctype/work_order/work_order.py
index f962a1157b..b7d968e974 100644
--- a/erpnext/manufacturing/doctype/work_order/work_order.py
+++ b/erpnext/manufacturing/doctype/work_order/work_order.py
@@ -632,6 +632,7 @@ class WorkOrder(Document):
return bom
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_bom_operations(doctype, txt, searchfield, start, page_len, filters):
if txt:
filters['operation'] = ('like', '%%%s%%' % txt)
diff --git a/erpnext/manufacturing/manufacturing_dashboard/manufacturing/manufacturing.json b/erpnext/manufacturing/manufacturing_dashboard/manufacturing/manufacturing.json
new file mode 100644
index 0000000000..314efe7a80
--- /dev/null
+++ b/erpnext/manufacturing/manufacturing_dashboard/manufacturing/manufacturing.json
@@ -0,0 +1,62 @@
+{
+ "cards": [
+ {
+ "card": "Monthly Total Work Order"
+ },
+ {
+ "card": "Monthly Completed Work Order"
+ },
+ {
+ "card": "Ongoing Job Card"
+ },
+ {
+ "card": "Monthly Quality Inspection"
+ }
+ ],
+ "charts": [
+ {
+ "chart": "Produced Quantity",
+ "width": "Half"
+ },
+ {
+ "chart": "Completed Operation",
+ "width": "Half"
+ },
+ {
+ "chart": "Work Order Analysis",
+ "width": "Half"
+ },
+ {
+ "chart": "Quality Inspection Analysis",
+ "width": "Half"
+ },
+ {
+ "chart": "Pending Work Order",
+ "width": "Half"
+ },
+ {
+ "chart": "Last Month Downtime Analysis",
+ "width": "Half"
+ },
+ {
+ "chart": "Work Order Qty Analysis",
+ "width": "Full"
+ },
+ {
+ "chart": "Job Card Analysis",
+ "width": "Full"
+ }
+ ],
+ "creation": "2020-07-08 22:40:22.626607",
+ "dashboard_name": "Manufacturing",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 0,
+ "is_standard": 1,
+ "modified": "2020-07-09 12:39:39.455039",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Manufacturing",
+ "owner": "Administrator"
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/number_card/monthly_completed_work_order/monthly_completed_work_order.json b/erpnext/manufacturing/number_card/monthly_completed_work_order/monthly_completed_work_order.json
new file mode 100644
index 0000000000..36c0b9ae75
--- /dev/null
+++ b/erpnext/manufacturing/number_card/monthly_completed_work_order/monthly_completed_work_order.json
@@ -0,0 +1,19 @@
+{
+ "creation": "2020-07-08 22:40:22.575086",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Work Order",
+ "filters_json": "[[\"Work Order\",\"status\",\"=\",\"Completed\"],[\"Work Order\",\"docstatus\",\"=\",1],[\"Work Order\",\"creation\",\"between\",[\"2020-06-08\",\"2020-07-08\"]]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Monthly Completed Work Orders",
+ "modified": "2020-07-09 12:22:54.809813",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Monthly Completed Work Order",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly"
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/number_card/monthly_quality_inspection/monthly_quality_inspection.json b/erpnext/manufacturing/number_card/monthly_quality_inspection/monthly_quality_inspection.json
new file mode 100644
index 0000000000..91a45365c0
--- /dev/null
+++ b/erpnext/manufacturing/number_card/monthly_quality_inspection/monthly_quality_inspection.json
@@ -0,0 +1,19 @@
+{
+ "creation": "2020-07-08 22:40:22.606867",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Quality Inspection",
+ "filters_json": "[[\"Quality Inspection\",\"docstatus\",\"=\",1],[\"Quality Inspection\",\"creation\",\"between\",[\"2020-06-08\",\"2020-07-08\"]]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Monthly Quality Inspections",
+ "modified": "2020-07-09 12:23:34.838154",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Monthly Quality Inspection",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly"
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/number_card/monthly_total_work_order/monthly_total_work_order.json b/erpnext/manufacturing/number_card/monthly_total_work_order/monthly_total_work_order.json
new file mode 100644
index 0000000000..80d3b1520a
--- /dev/null
+++ b/erpnext/manufacturing/number_card/monthly_total_work_order/monthly_total_work_order.json
@@ -0,0 +1,19 @@
+{
+ "creation": "2020-07-08 22:40:22.562715",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Work Order",
+ "filters_json": "[[\"Work Order\",\"docstatus\",\"=\",1],[\"Work Order\",\"creation\",\"between\",[\"2020-06-08\",\"2020-07-08\"]]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Monthly Total Work Orders",
+ "modified": "2020-07-09 12:22:25.698795",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Monthly Total Work Order",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly"
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/number_card/ongoing_job_card/ongoing_job_card.json b/erpnext/manufacturing/number_card/ongoing_job_card/ongoing_job_card.json
new file mode 100644
index 0000000000..ba23ff3453
--- /dev/null
+++ b/erpnext/manufacturing/number_card/ongoing_job_card/ongoing_job_card.json
@@ -0,0 +1,19 @@
+{
+ "creation": "2020-07-08 22:40:22.592042",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Job Card",
+ "filters_json": "[[\"Job Card\",\"status\",\"!=\",\"Completed\"],[\"Job Card\",\"docstatus\",\"=\",1]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Ongoing Job Cards",
+ "modified": "2020-07-09 12:23:18.218233",
+ "modified_by": "Administrator",
+ "module": "Manufacturing",
+ "name": "Ongoing Job Card",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Weekly"
+}
\ No newline at end of file
diff --git a/erpnext/manufacturing/report/bom_variance_report/bom_variance_report.py b/erpnext/manufacturing/report/bom_variance_report/bom_variance_report.py
index e3e440ebc6..dc424b7605 100644
--- a/erpnext/manufacturing/report/bom_variance_report/bom_variance_report.py
+++ b/erpnext/manufacturing/report/bom_variance_report/bom_variance_report.py
@@ -30,7 +30,7 @@ def get_columns(filters):
"width": 180
}
])
-
+
columns.extend([
{
"label": _("Finished Good"),
@@ -73,7 +73,7 @@ def get_columns(filters):
])
return columns
-
+
def get_data(filters):
cond = "1=1"
@@ -95,6 +95,7 @@ def get_data(filters):
return results
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_work_orders(doctype, txt, searchfield, start, page_len, filters):
cond = "1=1"
if filters.get('bom_no'):
diff --git a/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js b/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js
index ff32dbed98..f6486743aa 100644
--- a/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js
+++ b/erpnext/manufacturing/report/downtime_analysis/downtime_analysis.js
@@ -8,7 +8,7 @@ frappe.query_reports["Downtime Analysis"] = {
label: __("From Date"),
fieldname:"from_date",
fieldtype: "Datetime",
- default: frappe.datetime.add_months(frappe.datetime.now_datetime(), -1),
+ default: frappe.datetime.convert_to_system_tz(frappe.datetime.add_months(frappe.datetime.now_datetime(), -1)),
reqd: 1
},
{
diff --git a/erpnext/manufacturing/report/production_planning_report/production_planning_report.py b/erpnext/manufacturing/report/production_planning_report/production_planning_report.py
index 5ac3923187..ebc01c65af 100644
--- a/erpnext/manufacturing/report/production_planning_report/production_planning_report.py
+++ b/erpnext/manufacturing/report/production_planning_report/production_planning_report.py
@@ -369,6 +369,3 @@ class ProductionPlanReport(object):
"fieldtype": "Float",
"width": 140
}])
-
-def document_query(doctype, txt, searchfield, start, page_len, filters):
- pass
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/member/member.js b/erpnext/non_profit/doctype/member/member.js
index 3e9d0baba5..199dcfc04f 100644
--- a/erpnext/non_profit/doctype/member/member.js
+++ b/erpnext/non_profit/doctype/member/member.js
@@ -29,6 +29,14 @@ frappe.ui.form.on('Member', {
frappe.set_route('query-report', 'Accounts Receivable', {member:frm.doc.name});
});
+ if (!frm.doc.customer) {
+ frm.add_custom_button(__('Create Customer'), () => {
+ frm.call('make_customer_and_link').then(() => {
+ frm.reload_doc();
+ });
+ });
+ }
+
// indicator
erpnext.utils.set_party_dashboard_indicators(frm);
diff --git a/erpnext/non_profit/doctype/member/member.py b/erpnext/non_profit/doctype/member/member.py
index d1294ccc08..c52082ca23 100644
--- a/erpnext/non_profit/doctype/member/member.py
+++ b/erpnext/non_profit/doctype/member/member.py
@@ -53,6 +53,19 @@ class Member(Document):
return subscription
+ def make_customer_and_link(self):
+ if self.customer:
+ frappe.msgprint(_("A customer is already linked to this Member"))
+ cust = create_customer(frappe._dict({
+ 'fullname': self.member_name,
+ 'email': self.email_id or self.user,
+ 'phone': None
+ }))
+
+ self.customer = cust
+ self.save()
+
+
def get_or_create_member(user_details):
member_list = frappe.get_all("Member", filters={'email': user_details.email, 'membership_type': user_details.plan_id})
if member_list and member_list[0]:
@@ -83,8 +96,10 @@ def create_customer(user_details):
try:
contact = frappe.new_doc("Contact")
contact.first_name = user_details.fullname
- contact.add_phone(user_details.mobile, is_primary_phone=1, is_primary_mobile_no=1)
- contact.add_email(user_details.email, is_primary=1)
+ if user_details.mobile:
+ contact.add_phone(user_details.mobile, is_primary_phone=1, is_primary_mobile_no=1)
+ if user_details.email:
+ contact.add_email(user_details.email, is_primary=1)
contact.insert(ignore_permissions=True)
contact.append("links", {
@@ -121,7 +136,7 @@ def create_member_subscription_order(user_details):
'subscription_id': 'sub_EZycCvXFvqnC6p'
}
"""
- # {"plan_id":"IFF Starter","fullname":"Shivam Mishra","mobile":"7506056962","email":"shivam@shivam.dev","pan":"Testing123"}
+
user_details = frappe._dict(user_details)
member = get_or_create_member(user_details)
if not member:
diff --git a/erpnext/non_profit/doctype/membership/membership.json b/erpnext/non_profit/doctype/membership/membership.json
index 9f10d0cfc7..238f4c31fd 100644
--- a/erpnext/non_profit/doctype/membership/membership.json
+++ b/erpnext/non_profit/doctype/membership/membership.json
@@ -120,13 +120,15 @@
{
"fieldname": "webhook_payload",
"fieldtype": "Code",
+ "hidden": 1,
"label": "Webhook Payload",
"options": "JSON",
"read_only": 1
}
],
+ "index_web_pages_for_search": 1,
"links": [],
- "modified": "2020-04-06 14:29:33.856060",
+ "modified": "2020-07-27 14:28:11.532696",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Membership",
diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py
index 7a0caed621..729e111e57 100644
--- a/erpnext/non_profit/doctype/membership/membership.py
+++ b/erpnext/non_profit/doctype/membership/membership.py
@@ -81,7 +81,12 @@ def verify_signature(data):
@frappe.whitelist(allow_guest=True)
def trigger_razorpay_subscription(*args, **kwargs):
data = frappe.request.get_data(as_text=True)
- verify_signature(data)
+ try:
+ verify_signature(data)
+ except Exception as e:
+ signature = frappe.request.headers.get('X-Razorpay-Signature')
+ log = "{0} \n\n {1} \n\n {2} \n\n {3}".format(e, frappe.get_traceback(), signature, data)
+ frappe.log_error(e, "Webhook Verification Error")
if isinstance(data, six.string_types):
data = json.loads(data)
@@ -99,36 +104,40 @@ def trigger_razorpay_subscription(*args, **kwargs):
except Exception as e:
error_log = frappe.log_error(frappe.get_traceback() + '\n' + data_json , _("Membership Webhook Failed"))
notify_failure(error_log)
- return False
+ return { status: 'Failed' }
if not member:
- return False
+ return { status: 'Failed' }
+ try:
+ if data.event == "subscription.activated":
+ member.customer_id = payment.customer_id
+ elif data.event == "subscription.charged":
+ membership = frappe.new_doc("Membership")
+ membership.update({
+ "member": member.name,
+ "membership_status": "Current",
+ "membership_type": member.membership_type,
+ "currency": "INR",
+ "paid": 1,
+ "payment_id": payment.id,
+ "webhook_payload": data_json,
+ "from_date": datetime.fromtimestamp(subscription.current_start),
+ "to_date": datetime.fromtimestamp(subscription.current_end),
+ "amount": payment.amount / 100 # Convert to rupees from paise
+ })
+ membership.insert(ignore_permissions=True)
- if data.event == "subscription.activated":
- member.customer_id = payment.customer_id
- elif data.event == "subscription.charged":
- membership = frappe.new_doc("Membership")
- membership.update({
- "member": member.name,
- "membership_status": "Current",
- "membership_type": member.membership_type,
- "currency": "INR",
- "paid": 1,
- "payment_id": payment.id,
- "webhook_payload": data_json,
- "from_date": datetime.fromtimestamp(subscription.current_start),
- "to_date": datetime.fromtimestamp(subscription.current_end),
- "amount": payment.amount / 100 # Convert to rupees from paise
- })
- membership.insert(ignore_permissions=True)
+ # Update these values anyway
+ member.subscription_start = datetime.fromtimestamp(subscription.start_at)
+ member.subscription_end = datetime.fromtimestamp(subscription.end_at)
+ member.subscription_activated = 1
+ member.save(ignore_permissions=True)
+ except Exception as e:
+ log = frappe.log_error(e, "Error creating membership entry")
+ notify_failure(log)
+ return { status: 'Failed' }
- # Update these values anyway
- member.subscription_start = datetime.fromtimestamp(subscription.start_at)
- member.subscription_end = datetime.fromtimestamp(subscription.end_at)
- member.subscription_activated = 1
- member.save(ignore_permissions=True)
-
- return True
+ return { status: 'Success' }
def notify_failure(log):
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index 566b979ade..a8648f561e 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -14,7 +14,8 @@ erpnext.patches.v4_0.apply_user_permissions
erpnext.patches.v4_0.move_warehouse_user_to_restrictions
erpnext.patches.v4_0.global_defaults_to_system_settings
erpnext.patches.v4_0.update_incharge_name_to_sales_person_in_maintenance_schedule
-execute:frappe.reload_doc("HR", "doctype", "HR Settings") #2020-01-16
+execute:frappe.reload_doc("accounts", "doctype", "POS Payment Method") #2020-05-28
+execute:frappe.reload_doc("HR", "doctype", "HR Settings") #2020-01-16 #2020-07-24
execute:frappe.reload_doc('stock', 'doctype', 'warehouse') # 2017-04-24
execute:frappe.reload_doc('accounts', 'doctype', 'sales_invoice') # 2016-08-31
execute:frappe.reload_doc('selling', 'doctype', 'sales_order') # 2014-01-29
@@ -437,7 +438,6 @@ erpnext.patches.v8_5.remove_project_type_property_setter
erpnext.patches.v8_7.sync_india_custom_fields
erpnext.patches.v8_7.fix_purchase_receipt_status
erpnext.patches.v8_6.rename_bom_update_tool
-erpnext.patches.v8_7.set_offline_in_pos_settings #11-09-17
erpnext.patches.v8_9.add_setup_progress_actions #08-09-2017 #26-09-2017 #22-11-2017 #15-12-2017
erpnext.patches.v8_9.rename_company_sales_target_field
erpnext.patches.v8_8.set_bom_rate_as_per_uom
@@ -677,7 +677,8 @@ erpnext.patches.v12_0.update_end_date_and_status_in_email_campaign
erpnext.patches.v13_0.move_tax_slabs_from_payroll_period_to_income_tax_slab #123
erpnext.patches.v12_0.fix_quotation_expired_status
erpnext.patches.v12_0.update_appointment_reminder_scheduler_entry
-erpnext.patches.v12_0.retain_permission_rules_for_video_doctype
+erpnext.patches.v12_0.rename_pos_closing_doctype
+erpnext.patches.v13_0.replace_pos_payment_mode_table
erpnext.patches.v12_0.remove_duplicate_leave_ledger_entries #2020-05-22
erpnext.patches.v13_0.patch_to_fix_reverse_linking_in_additional_salary_encashment_and_incentive
execute:frappe.reload_doc("HR", "doctype", "Employee Advance")
@@ -686,6 +687,7 @@ execute:frappe.delete_doc_if_exists("Page", "appointment-analytic")
execute:frappe.rename_doc("Desk Page", "Getting Started", "Home", force=True)
erpnext.patches.v12_0.unset_customer_supplier_based_on_type_of_item_price
erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation
+erpnext.patches.v13_0.update_old_loans
erpnext.patches.v12_0.set_serial_no_status #2020-05-21
erpnext.patches.v12_0.update_price_list_currency_in_bom
execute:frappe.delete_doc_if_exists('Dashboard', 'Accounts')
@@ -695,8 +697,10 @@ erpnext.patches.v12_0.update_bom_in_so_mr
execute:frappe.delete_doc("Report", "Department Analytics")
execute:frappe.rename_doc("Desk Page", "Loan Management", "Loan", force=True)
erpnext.patches.v12_0.update_uom_conversion_factor
+execute:frappe.delete_doc_if_exists("Page", "pos") #29-05-2020
erpnext.patches.v13_0.delete_old_purchase_reports
erpnext.patches.v12_0.set_italian_import_supplier_invoice_permissions
+erpnext.patches.v13_0.update_subscription
erpnext.patches.v12_0.unhide_cost_center_field
erpnext.patches.v13_0.update_sla_enhancements
erpnext.patches.v12_0.update_address_template_for_india
@@ -707,5 +711,15 @@ execute:frappe.delete_doc_if_exists("DocType", "Bank Reconciliation")
erpnext.patches.v13_0.move_doctype_reports_and_notification_from_hr_to_payroll #22-06-2020
erpnext.patches.v13_0.move_payroll_setting_separately_from_hr_settings #22-06-2020
erpnext.patches.v13_0.check_is_income_tax_component #22-06-2020
+erpnext.patches.v13_0.loyalty_points_entry_for_pos_invoice #22-07-2020
erpnext.patches.v12_0.add_taxjar_integration_field
+erpnext.patches.v12_0.fix_percent_complete_for_projects
+erpnext.patches.v13_0.delete_report_requested_items_to_order
erpnext.patches.v12_0.update_item_tax_template_company
+erpnext.patches.v13_0.move_branch_code_to_bank_account
+erpnext.patches.v13_0.healthcare_lab_module_rename_doctypes
+erpnext.patches.v13_0.add_standard_navbar_items #4
+erpnext.patches.v13_0.stock_entry_enhancements
+erpnext.patches.v12_0.update_state_code_for_daman_and_diu
+erpnext.patches.v12_0.rename_lost_reason_detail
+erpnext.patches.v13_0.update_start_end_date_for_old_shift_assignment
diff --git a/erpnext/patches/v11_0/refactor_autoname_naming.py b/erpnext/patches/v11_0/refactor_autoname_naming.py
index d67c7235e8..5dc5d3bf0c 100644
--- a/erpnext/patches/v11_0/refactor_autoname_naming.py
+++ b/erpnext/patches/v11_0/refactor_autoname_naming.py
@@ -54,7 +54,7 @@ doctype_series_map = {
'Payroll Entry': 'HR-PRUN-.YYYY.-.#####',
'Period Closing Voucher': 'ACC-PCV-.YYYY.-.#####',
'Plant Analysis': 'AG-PLA-.YYYY.-.#####',
- 'POS Closing Voucher': 'POS-CLO-.YYYY.-.#####',
+ 'POS Closing Entry': 'POS-CLO-.YYYY.-.#####',
'Prepared Report': 'SYS-PREP-.YYYY.-.#####',
'Program Enrollment': 'EDU-ENR-.YYYY.-.#####',
'Quotation Item': '',
diff --git a/erpnext/patches/v12_0/create_irs_1099_field_united_states.py b/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
index 43bd0ccdd7..7feaffdf40 100644
--- a/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
+++ b/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
@@ -7,6 +7,7 @@ def execute():
frappe.reload_doc('accounts', 'doctype', 'allowed_to_transact_with', force=True)
frappe.reload_doc('accounts', 'doctype', 'pricing_rule_detail', force=True)
frappe.reload_doc('crm', 'doctype', 'lost_reason_detail', force=True)
+ frappe.reload_doc('setup', 'doctype', 'quotation_lost_reason_detail', force=True)
company = frappe.get_all('Company', filters = {'country': 'United States'})
if not company:
diff --git a/erpnext/patches/v12_0/fix_percent_complete_for_projects.py b/erpnext/patches/v12_0/fix_percent_complete_for_projects.py
new file mode 100644
index 0000000000..3622df6bc8
--- /dev/null
+++ b/erpnext/patches/v12_0/fix_percent_complete_for_projects.py
@@ -0,0 +1,14 @@
+import frappe
+from frappe.utils import flt
+
+def execute():
+ for project in frappe.get_all("Project", fields=["name", "percent_complete_method"]):
+ total = frappe.db.count('Task', dict(project=project.name))
+ if project.percent_complete_method == "Task Completion" and total > 0:
+ completed = frappe.db.sql("""select count(name) from tabTask where
+ project=%s and status in ('Cancelled', 'Completed')""", project.name)[0][0]
+ percent_complete = flt(flt(completed) / total * 100, 2)
+ if project.percent_complete != percent_complete:
+ frappe.db.set_value("Project", project.name, "percent_complete", percent_complete)
+ if percent_complete == 100:
+ frappe.db.set_value("Project", project.name, "status", "Completed")
diff --git a/erpnext/patches/v12_0/move_bank_account_swift_number_to_bank.py b/erpnext/patches/v12_0/move_bank_account_swift_number_to_bank.py
index 1ddbae6cd2..a670adebfd 100644
--- a/erpnext/patches/v12_0/move_bank_account_swift_number_to_bank.py
+++ b/erpnext/patches/v12_0/move_bank_account_swift_number_to_bank.py
@@ -7,8 +7,7 @@ def execute():
if frappe.db.table_exists('Bank') and frappe.db.table_exists('Bank Account') and frappe.db.has_column('Bank Account', 'swift_number'):
frappe.db.sql("""
UPDATE `tabBank` b, `tabBank Account` ba
- SET b.swift_number = ba.swift_number, b.branch_code = ba.branch_code
- WHERE b.name = ba.bank
+ SET b.swift_number = ba.swift_number WHERE b.name = ba.bank
""")
frappe.reload_doc('accounts', 'doctype', 'bank_account')
diff --git a/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py b/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py
index 8889056e2d..06331d7ff7 100644
--- a/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py
+++ b/erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py
@@ -100,8 +100,10 @@ def get_item_tax_template(item_tax_templates, item_tax_map, item_code, parenttyp
tax_type = None
else:
company = get_company(parts[-1], parenttype, parent)
- parent_account = frappe.db.get_value("Account",
- filters={"account_type": "Tax", "root_type": "Liability", "is_group": 0, "company": company}, fieldname="parent_account")
+ parent_account = frappe.get_value("Account", {"account_name": account_name, "company": company}, "parent_account")
+ if not parent_account:
+ parent_account = frappe.db.get_value("Account",
+ filters={"account_type": "Tax", "root_type": "Liability", "is_group": 0, "company": company}, fieldname="parent_account")
if not parent_account:
parent_account = frappe.db.get_value("Account",
filters={"account_type": "Tax", "root_type": "Liability", "is_group": 1, "company": company})
@@ -115,8 +117,11 @@ def get_item_tax_template(item_tax_templates, item_tax_map, item_code, parenttyp
if not tax_type:
account = frappe.new_doc("Account")
account.update(filters)
- account.insert()
- tax_type = account.name
+ try:
+ account.insert()
+ tax_type = account.name
+ except frappe.DuplicateEntryError:
+ tax_type = frappe.db.get_value("Account", {"account_name": account_name, "company": company}, "name")
account_type = frappe.get_cached_value("Account", tax_type, "account_type")
diff --git a/erpnext/patches/v12_0/rename_lost_reason_detail.py b/erpnext/patches/v12_0/rename_lost_reason_detail.py
new file mode 100644
index 0000000000..d0dc356bd0
--- /dev/null
+++ b/erpnext/patches/v12_0/rename_lost_reason_detail.py
@@ -0,0 +1,18 @@
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ if frappe.db.exists("DocType", "Lost Reason Detail"):
+ frappe.reload_doc("crm", "doctype", "opportunity_lost_reason")
+ frappe.reload_doc("crm", "doctype", "opportunity_lost_reason_detail")
+ frappe.reload_doc("setup", "doctype", "quotation_lost_reason_detail")
+
+ frappe.db.sql("""INSERT INTO `tabOpportunity Lost Reason Detail` SELECT * FROM `tabLost Reason Detail` WHERE `parenttype` = 'Opportunity'""")
+
+ frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason Detail` SELECT * FROM `tabLost Reason Detail` WHERE `parenttype` = 'Quotation'""")
+
+ frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason` (`name`, `creation`, `modified`, `modified_by`, `owner`, `docstatus`, `parent`, `parentfield`, `parenttype`, `idx`, `_comments`, `_assign`, `_user_tags`, `_liked_by`, `order_lost_reason`)
+ SELECT o.`name`, o.`creation`, o.`modified`, o.`modified_by`, o.`owner`, o.`docstatus`, o.`parent`, o.`parentfield`, o.`parenttype`, o.`idx`, o.`_comments`, o.`_assign`, o.`_user_tags`, o.`_liked_by`, o.`lost_reason`
+ FROM `tabOpportunity Lost Reason` o LEFT JOIN `tabQuotation Lost Reason` q ON q.name = o.name WHERE q.name IS NULL""")
+
+ frappe.delete_doc("DocType", "Lost Reason Detail")
\ No newline at end of file
diff --git a/erpnext/patches/v12_0/rename_pos_closing_doctype.py b/erpnext/patches/v12_0/rename_pos_closing_doctype.py
new file mode 100644
index 0000000000..0577f81234
--- /dev/null
+++ b/erpnext/patches/v12_0/rename_pos_closing_doctype.py
@@ -0,0 +1,25 @@
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ if frappe.db.table_exists("POS Closing Voucher"):
+ if not frappe.db.exists("DocType", "POS Closing Entry"):
+ frappe.rename_doc('DocType', 'POS Closing Voucher', 'POS Closing Entry', force=True)
+
+ if not frappe.db.exists('DocType', 'POS Closing Entry Taxes'):
+ frappe.rename_doc('DocType', 'POS Closing Voucher Taxes', 'POS Closing Entry Taxes', force=True)
+
+ if not frappe.db.exists('DocType', 'POS Closing Voucher Details'):
+ frappe.rename_doc('DocType', 'POS Closing Voucher Details', 'POS Closing Entry Detail', force=True)
+
+ frappe.reload_doc('Accounts', 'doctype', 'POS Closing Entry')
+ frappe.reload_doc('Accounts', 'doctype', 'POS Closing Entry Taxes')
+ frappe.reload_doc('Accounts', 'doctype', 'POS Closing Entry Detail')
+
+ if frappe.db.exists("DocType", "POS Closing Voucher"):
+ frappe.delete_doc("DocType", "POS Closing Voucher")
+ frappe.delete_doc("DocType", "POS Closing Voucher Taxes")
+ frappe.delete_doc("DocType", "POS Closing Voucher Details")
+ frappe.delete_doc("DocType", "POS Closing Voucher Invoices")
\ No newline at end of file
diff --git a/erpnext/patches/v12_0/retain_permission_rules_for_video_doctype.py b/erpnext/patches/v12_0/retain_permission_rules_for_video_doctype.py
deleted file mode 100644
index ca8a13b13c..0000000000
--- a/erpnext/patches/v12_0/retain_permission_rules_for_video_doctype.py
+++ /dev/null
@@ -1,21 +0,0 @@
-from __future__ import unicode_literals
-import frappe
-
-def execute():
- # to retain the roles and permissions from Education Module
- # after moving doctype to core
- permissions = frappe.db.sql("""
- SELECT
- *
- FROM
- `tabDocPerm`
- WHERE
- parent='Video'
- """, as_dict=True)
-
- frappe.reload_doc('core', 'doctype', 'video')
- doc = frappe.get_doc('DocType', 'Video')
- doc.permissions = []
- for perm in permissions:
- doc.append('permissions', perm)
- doc.save()
diff --git a/erpnext/patches/v12_0/stock_entry_enhancements.py b/erpnext/patches/v12_0/stock_entry_enhancements.py
index d04b3d3862..847d92894b 100644
--- a/erpnext/patches/v12_0/stock_entry_enhancements.py
+++ b/erpnext/patches/v12_0/stock_entry_enhancements.py
@@ -19,7 +19,7 @@ def create_stock_entry_types():
for purpose in ["Material Issue", "Material Receipt", "Material Transfer",
"Material Transfer for Manufacture", "Material Consumption for Manufacture", "Manufacture",
- "Repack", "Send to Subcontractor", "Send to Warehouse", "Receive at Warehouse"]:
+ "Repack", "Send to Subcontractor"]:
ste_type = frappe.get_doc({
'doctype': 'Stock Entry Type',
diff --git a/erpnext/patches/v12_0/update_state_code_for_daman_and_diu.py b/erpnext/patches/v12_0/update_state_code_for_daman_and_diu.py
new file mode 100644
index 0000000000..7450e9cd8c
--- /dev/null
+++ b/erpnext/patches/v12_0/update_state_code_for_daman_and_diu.py
@@ -0,0 +1,22 @@
+import frappe
+from erpnext.regional.india import states
+
+def execute():
+
+ company = frappe.get_all('Company', filters = {'country': 'India'})
+ if not company:
+ return
+
+ # Update options in gst_state custom field
+ gst_state = frappe.get_doc('Custom Field', 'Address-gst_state')
+ gst_state.options = '\n'.join(states)
+ gst_state.save()
+
+ # Update gst_state and state code in existing address
+ frappe.db.sql("""
+ UPDATE `tabAddress`
+ SET
+ gst_state = 'Dadra and Nagar Haveli and Daman and Diu',
+ gst_state_number = 26
+ WHERE gst_state = 'Daman and Diu'
+ """)
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/add_standard_navbar_items.py b/erpnext/patches/v13_0/add_standard_navbar_items.py
new file mode 100644
index 0000000000..d05b258db0
--- /dev/null
+++ b/erpnext/patches/v13_0/add_standard_navbar_items.py
@@ -0,0 +1,7 @@
+from __future__ import unicode_literals
+# import frappe
+from erpnext.setup.install import add_standard_navbar_items
+
+def execute():
+ # Add standard navbar items for ERPNext in Navbar Settings
+ add_standard_navbar_items()
diff --git a/erpnext/patches/v13_0/delete_report_requested_items_to_order.py b/erpnext/patches/v13_0/delete_report_requested_items_to_order.py
new file mode 100644
index 0000000000..94a9fa85a8
--- /dev/null
+++ b/erpnext/patches/v13_0/delete_report_requested_items_to_order.py
@@ -0,0 +1,12 @@
+import frappe
+
+def execute():
+ """ Check for one or multiple Auto Email Reports and delete """
+ auto_email_reports = frappe.db.get_values("Auto Email Report", {"report": "Requested Items to Order"}, ["name"])
+ for auto_email_report in auto_email_reports:
+ frappe.delete_doc("Auto Email Report", auto_email_report[0])
+
+ frappe.db.sql("""
+ DELETE FROM `tabReport`
+ WHERE name = 'Requested Items to Order'
+ """)
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/healthcare_lab_module_rename_doctypes.py b/erpnext/patches/v13_0/healthcare_lab_module_rename_doctypes.py
new file mode 100644
index 0000000000..5920bf1f70
--- /dev/null
+++ b/erpnext/patches/v13_0/healthcare_lab_module_rename_doctypes.py
@@ -0,0 +1,51 @@
+from __future__ import unicode_literals
+import frappe
+from frappe.model.utils.rename_field import rename_field
+
+def execute():
+ if frappe.db.exists('DocType', 'Lab Test') and frappe.db.exists('DocType', 'Lab Test Template'):
+ # rename child doctypes
+ doctypes = {
+ 'Lab Test Groups': 'Lab Test Group Template',
+ 'Normal Test Items': 'Normal Test Result',
+ 'Sensitivity Test Items': 'Sensitivity Test Result',
+ 'Special Test Items': 'Descriptive Test Result',
+ 'Special Test Template': 'Descriptive Test Template'
+ }
+
+ frappe.reload_doc('healthcare', 'doctype', 'lab_test')
+ frappe.reload_doc('healthcare', 'doctype', 'lab_test_template')
+
+ for old_dt, new_dt in doctypes.items():
+ if not frappe.db.table_exists(new_dt) and frappe.db.table_exists(old_dt):
+ frappe.rename_doc('DocType', old_dt, new_dt, force=True)
+ frappe.reload_doc('healthcare', 'doctype', frappe.scrub(new_dt))
+ frappe.delete_doc_if_exists('DocType', old_dt)
+
+ parent_fields = {
+ 'Lab Test Group Template': 'lab_test_groups',
+ 'Descriptive Test Template': 'descriptive_test_templates',
+ 'Normal Test Result': 'normal_test_items',
+ 'Sensitivity Test Result': 'sensitivity_test_items',
+ 'Descriptive Test Result': 'descriptive_test_items'
+ }
+
+ for doctype, parentfield in parent_fields.items():
+ frappe.db.sql("""
+ UPDATE `tab{0}`
+ SET parentfield = %(parentfield)s
+ """.format(doctype), {'parentfield': parentfield})
+
+ # rename field
+ frappe.reload_doc('healthcare', 'doctype', 'lab_test')
+ if frappe.db.has_column('Lab Test', 'special_toggle'):
+ rename_field('Lab Test', 'special_toggle', 'descriptive_toggle')
+
+ if frappe.db.exists('DocType', 'Lab Test Group Template'):
+ # fix select field option
+ frappe.reload_doc('healthcare', 'doctype', 'lab_test_group_template')
+ frappe.db.sql("""
+ UPDATE `tabLab Test Group Template`
+ SET template_or_new_line = 'Add New Line'
+ WHERE template_or_new_line = 'Add new line'
+ """)
diff --git a/erpnext/patches/v13_0/loyalty_points_entry_for_pos_invoice.py b/erpnext/patches/v13_0/loyalty_points_entry_for_pos_invoice.py
new file mode 100644
index 0000000000..ee7734053c
--- /dev/null
+++ b/erpnext/patches/v13_0/loyalty_points_entry_for_pos_invoice.py
@@ -0,0 +1,20 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+
+def execute():
+ '''`sales_invoice` field from loyalty point entry is splitted into `invoice_type` & `invoice` fields'''
+
+ frappe.reload_doc("Accounts", "doctype", "loyalty_point_entry")
+
+ if not frappe.db.has_column('Loyalty Point Entry', 'sales_invoice'):
+ return
+
+ frappe.db.sql(
+ """UPDATE `tabLoyalty Point Entry` lpe
+ SET lpe.`invoice_type` = 'Sales Invoice', lpe.`invoice` = lpe.`sales_invoice`
+ WHERE lpe.`sales_invoice` IS NOT NULL
+ AND (lpe.`invoice` IS NULL OR lpe.`invoice` = '')""")
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/move_branch_code_to_bank_account.py b/erpnext/patches/v13_0/move_branch_code_to_bank_account.py
new file mode 100644
index 0000000000..833ae2a48f
--- /dev/null
+++ b/erpnext/patches/v13_0/move_branch_code_to_bank_account.py
@@ -0,0 +1,17 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+
+def execute():
+
+ frappe.reload_doc('accounts', 'doctype', 'bank_account')
+ frappe.reload_doc('accounts', 'doctype', 'bank')
+
+ if frappe.db.has_column('Bank', 'branch_code') and frappe.db.has_column('Bank Account', 'branch_code'):
+ frappe.db.sql("""UPDATE `tabBank` b, `tabBank Account` ba
+ SET ba.branch_code = b.branch_code
+ WHERE ba.bank = b.name AND
+ ifnull(b.branch_code, '') != '' AND ifnull(ba.branch_code, '') = ''""")
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/replace_pos_payment_mode_table.py b/erpnext/patches/v13_0/replace_pos_payment_mode_table.py
new file mode 100644
index 0000000000..1ca211bf1b
--- /dev/null
+++ b/erpnext/patches/v13_0/replace_pos_payment_mode_table.py
@@ -0,0 +1,29 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+
+def execute():
+ frappe.reload_doc("accounts", "doctype", "POS Payment Method")
+ pos_profiles = frappe.get_all("POS Profile")
+
+ for pos_profile in pos_profiles:
+ if not pos_profile.get("payments"): return
+
+ payments = frappe.db.sql("""
+ select idx, parentfield, parenttype, parent, mode_of_payment, `default` from `tabSales Invoice Payment` where parent=%s
+ """, pos_profile.name, as_dict=1)
+ if payments:
+ for payment_mode in payments:
+ pos_payment_method = frappe.new_doc("POS Payment Method")
+ pos_payment_method.idx = payment_mode.idx
+ pos_payment_method.default = payment_mode.default
+ pos_payment_method.mode_of_payment = payment_mode.mode_of_payment
+ pos_payment_method.parent = payment_mode.parent
+ pos_payment_method.parentfield = payment_mode.parentfield
+ pos_payment_method.parenttype = payment_mode.parenttype
+ pos_payment_method.db_insert()
+
+ frappe.db.sql("""delete from `tabSales Invoice Payment` where parent=%s""", pos_profile.name)
diff --git a/erpnext/patches/v13_0/stock_entry_enhancements.py b/erpnext/patches/v13_0/stock_entry_enhancements.py
new file mode 100644
index 0000000000..dcc4f956f7
--- /dev/null
+++ b/erpnext/patches/v13_0/stock_entry_enhancements.py
@@ -0,0 +1,27 @@
+# Copyright(c) 2020, Frappe Technologies Pvt.Ltd.and Contributors
+# License: GNU General Public License v3.See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+ frappe.reload_doc("stock", "doctype", "stock_entry")
+ if frappe.db.has_column("Stock Entry", "add_to_transit"):
+ frappe.db.sql("""
+ UPDATE `tabStock Entry` SET
+ stock_entry_type = 'Material Transfer',
+ purpose = 'Material Transfer',
+ add_to_transit = 1 WHERE stock_entry_type = 'Send to Warehouse'
+ """)
+
+ frappe.db.sql("""UPDATE `tabStock Entry` SET
+ stock_entry_type = 'Material Transfer',
+ purpose = 'Material Transfer'
+ WHERE stock_entry_type = 'Receive at Warehouse'
+ """)
+
+ frappe.reload_doc("stock", "doctype", "warehouse_type")
+ if not frappe.db.exists('Warehouse Type', 'Transit'):
+ doc = frappe.new_doc('Warehouse Type')
+ doc.name = 'Transit'
+ doc.insert()
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/update_old_loans.py b/erpnext/patches/v13_0/update_old_loans.py
new file mode 100644
index 0000000000..77239429c5
--- /dev/null
+++ b/erpnext/patches/v13_0/update_old_loans.py
@@ -0,0 +1,88 @@
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.utils import nowdate
+from erpnext.accounts.doctype.account.test_account import create_account
+from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_term_loans
+from erpnext.loan_management.doctype.loan.loan import make_repayment_entry
+
+def execute():
+
+ # Create a penalty account for loan types
+
+ frappe.reload_doc('loan_management', 'doctype', 'loan_type')
+ frappe.reload_doc('loan_management', 'doctype', 'loan')
+ frappe.reload_doc('loan_management', 'doctype', 'repayment_schedule')
+ frappe.reload_doc('loan_management', 'doctype', 'process_loan_interest_accrual')
+ frappe.reload_doc('loan_management', 'doctype', 'loan_repayment')
+ frappe.reload_doc('loan_management', 'doctype', 'loan_repayment_detail')
+ frappe.reload_doc('loan_management', 'doctype', 'loan_interest_accrual')
+ frappe.reload_doc('accounts', 'doctype', 'gl_entry')
+
+ updated_loan_types = []
+
+ loans = frappe.get_all('Loan', fields=['name', 'loan_type', 'company', 'status', 'mode_of_payment',
+ 'applicant_type', 'applicant', 'loan_account', 'payment_account', 'interest_income_account'])
+
+ for loan in loans:
+ # Update details in Loan Types and Loan
+ loan_type_company = frappe.db.get_value('Loan Type', loan.loan_type, 'company')
+
+ group_income_account = frappe.get_value('Account', {'company': loan.company,
+ 'is_group': 1, 'root_type': 'Income', 'account_name': _('Indirect Income')})
+
+ if not group_income_account:
+ group_income_account = frappe.get_value('Account', {'company': loan.company,
+ 'is_group': 1, 'root_type': 'Income'})
+
+ penalty_account = create_account(company=loan.company, account_type='Income Account',
+ account_name='Penalty Account', parent_account=group_income_account)
+
+ if not loan_type_company:
+ loan_type_doc = frappe.get_doc('Loan Type', loan.loan_type)
+ loan_type_doc.is_term_loan = 1
+ loan_type_doc.company = loan.company
+ loan_type_doc.mode_of_payment = loan.mode_of_payment
+ loan_type_doc.payment_account = loan.payment_account
+ loan_type_doc.loan_account = loan.loan_account
+ loan_type_doc.interest_income_account = loan.interest_income_account
+ loan_type_doc.penalty_income_account = penalty_account
+ loan_type_doc.submit()
+ updated_loan_types.append(loan.loan_type)
+
+ if loan.loan_type in updated_loan_types:
+ if loan.status == 'Fully Disbursed':
+ status = 'Disbursed'
+ elif loan.status == 'Repaid/Closed':
+ status = 'Closed'
+ else:
+ status = loan.status
+
+ frappe.db.set_value('Loan', loan.name, {
+ 'is_term_loan': 1,
+ 'penalty_income_account': penalty_account,
+ 'status': status
+ })
+
+ process_loan_interest_accrual_for_term_loans(posting_date=nowdate(), loan_type=loan.loan_type,
+ loan=loan.name)
+
+ payments = frappe.db.sql(''' SELECT j.name, a.debit, a.debit_in_account_currency, j.posting_date
+ FROM `tabJournal Entry` j, `tabJournal Entry Account` a
+ WHERE a.parent = j.name and a.reference_type='Loan' and a.reference_name = %s
+ and account = %s
+ ''', (loan.name, loan.loan_account), as_dict=1)
+
+ for payment in payments:
+ repayment_entry = make_repayment_entry(loan.name, loan.loan_applicant_type, loan.applicant,
+ loan.loan_type, loan.company)
+
+ repayment_entry.amount_paid = payment.debit_in_account_currency
+ repayment_entry.posting_date = payment.posting_date
+ repayment_entry.save()
+ repayment_entry.submit()
+
+ jv = frappe.get_doc('Journal Entry', payment.name)
+ jv.flags.ignore_links = True
+ jv.cancel()
+
diff --git a/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py b/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
new file mode 100644
index 0000000000..0f521cb57a
--- /dev/null
+++ b/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
@@ -0,0 +1,13 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+
+def execute():
+ frappe.reload_doc('hr', 'doctype', 'shift_assignment')
+ if frappe.db.has_column('Shift Assignment', 'date'):
+ frappe.db.sql("""update `tabShift Assignment`
+ set end_date=date, start_date=date
+ where date IS NOT NULL and start_date IS NULL and end_date IS NULL;""")
diff --git a/erpnext/patches/v13_0/update_subscription.py b/erpnext/patches/v13_0/update_subscription.py
new file mode 100644
index 0000000000..871ebf17c4
--- /dev/null
+++ b/erpnext/patches/v13_0/update_subscription.py
@@ -0,0 +1,41 @@
+# Copyright (c) 2019, Frappe and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from six import iteritems
+
+def execute():
+
+ frappe.reload_doc('accounts', 'doctype', 'subscription')
+ frappe.reload_doc('accounts', 'doctype', 'subscription_invoice')
+ frappe.reload_doc('accounts', 'doctype', 'subscription_plan')
+
+ if frappe.db.has_column('Subscription', 'customer'):
+ frappe.db.sql("""
+ UPDATE `tabSubscription`
+ SET
+ start_date = start,
+ party_type = 'Customer',
+ party = customer,
+ sales_tax_template = tax_template
+ WHERE IFNULL(party,'') = ''
+ """)
+
+ frappe.db.sql("""
+ UPDATE `tabSubscription Invoice`
+ SET document_type = 'Sales Invoice'
+ WHERE IFNULL(document_type, '') = ''
+ """)
+
+ price_determination_map = {
+ 'Fixed rate': 'Fixed Rate',
+ 'Based on price list': 'Based On Price List'
+ }
+
+ for key, value in iteritems(price_determination_map):
+ frappe.db.sql("""
+ UPDATE `tabSubscription Plan`
+ SET price_determination = %s
+ WHERE price_determination = %s
+ """, (value, key))
\ No newline at end of file
diff --git a/erpnext/patches/v8_7/set_offline_in_pos_settings.py b/erpnext/patches/v8_7/set_offline_in_pos_settings.py
deleted file mode 100644
index 7d2882e064..0000000000
--- a/erpnext/patches/v8_7/set_offline_in_pos_settings.py
+++ /dev/null
@@ -1,13 +0,0 @@
-# Copyright (c) 2017, Frappe and Contributors
-# License: GNU General Public License v3. See license.txt
-
-from __future__ import unicode_literals
-import frappe
-
-def execute():
- frappe.reload_doc('accounts', 'doctype', 'pos_field')
- frappe.reload_doc('accounts', 'doctype', 'pos_settings')
-
- doc = frappe.get_doc('POS Settings')
- doc.use_pos_in_offline_mode = 1
- doc.save()
\ No newline at end of file
diff --git a/erpnext/payroll/dashboard_chart/department_wise_salary(last_month)/department_wise_salary(last_month).json b/erpnext/payroll/dashboard_chart/department_wise_salary(last_month)/department_wise_salary(last_month).json
new file mode 100644
index 0000000000..61ae86ff02
--- /dev/null
+++ b/erpnext/payroll/dashboard_chart/department_wise_salary(last_month)/department_wise_salary(last_month).json
@@ -0,0 +1,30 @@
+{
+ "aggregate_function_based_on": "rounded_total",
+ "chart_name": "Department Wise Salary(Last Month)",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:34.511940",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Salary Slip",
+ "dynamic_filters_json": "[[\"Salary Slip\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Salary Slip\",\"docstatus\",\"=\",\"1\",false],[\"Salary Slip\",\"start_date\",\"Timespan\",\"last month\",false]]",
+ "group_by_based_on": "department",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 12:46:05.272076",
+ "modified": "2020-07-22 12:48:12.080992",
+ "modified_by": "Administrator",
+ "module": "Payroll",
+ "name": "Department Wise Salary(Last Month)",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/payroll/dashboard_chart/designation_wise_salary(last_month)/designation_wise_salary(last_month).json b/erpnext/payroll/dashboard_chart/designation_wise_salary(last_month)/designation_wise_salary(last_month).json
new file mode 100644
index 0000000000..b3c4e59395
--- /dev/null
+++ b/erpnext/payroll/dashboard_chart/designation_wise_salary(last_month)/designation_wise_salary(last_month).json
@@ -0,0 +1,30 @@
+{
+ "aggregate_function_based_on": "rounded_total",
+ "chart_name": "Designation Wise Salary(Last Month)",
+ "chart_type": "Group By",
+ "creation": "2020-07-22 11:56:34.550339",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Salary Slip",
+ "dynamic_filters_json": "[[\"Salary Slip\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Salary Slip\",\"docstatus\",\"=\",\"1\",false],[\"Salary Slip\",\"start_date\",\"Timespan\",\"last month\",false]]",
+ "group_by_based_on": "designation",
+ "group_by_type": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 12:22:18.412822",
+ "modified": "2020-07-22 12:39:07.923382",
+ "modified_by": "Administrator",
+ "module": "Payroll",
+ "name": "Designation Wise Salary(Last Month)",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 0,
+ "timespan": "Last Year",
+ "type": "Bar",
+ "use_report_chart": 0,
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/payroll/dashboard_chart/outgoing_salary/outgoing_salary.json b/erpnext/payroll/dashboard_chart/outgoing_salary/outgoing_salary.json
new file mode 100644
index 0000000000..c77c8a5a36
--- /dev/null
+++ b/erpnext/payroll/dashboard_chart/outgoing_salary/outgoing_salary.json
@@ -0,0 +1,29 @@
+{
+ "based_on": "end_date",
+ "chart_name": "Outgoing Salary",
+ "chart_type": "Sum",
+ "creation": "2020-07-22 11:56:34.478848",
+ "custom_options": "",
+ "docstatus": 0,
+ "doctype": "Dashboard Chart",
+ "document_type": "Salary Slip",
+ "dynamic_filters_json": "[[\"Salary Slip\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
+ "filters_json": "[[\"Salary Slip\",\"docstatus\",\"=\",\"1\",false]]",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "last_synced_on": "2020-07-22 12:11:27.481231",
+ "modified": "2020-07-22 12:20:05.777715",
+ "modified_by": "Administrator",
+ "module": "Payroll",
+ "name": "Outgoing Salary",
+ "number_of_groups": 0,
+ "owner": "Administrator",
+ "time_interval": "Monthly",
+ "timeseries": 1,
+ "timespan": "Last Year",
+ "type": "Line",
+ "use_report_chart": 0,
+ "value_based_on": "rounded_total",
+ "y_axis": []
+}
\ No newline at end of file
diff --git a/erpnext/payroll/dashboard_fixtures.py b/erpnext/payroll/dashboard_fixtures.py
deleted file mode 100644
index ae7a9ff51a..0000000000
--- a/erpnext/payroll/dashboard_fixtures.py
+++ /dev/null
@@ -1,100 +0,0 @@
-# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
-# License: GNU General Public License v3. See license.txt
-
-import frappe
-import erpnext
-from erpnext.hr.dashboard_fixtures import get_dashboards_chart_doc, get_number_cards_doc
-import json
-from frappe import _
-
-def get_data():
- return frappe._dict({
- "dashboards": get_dashboards(),
- "charts": get_charts(),
- "number_cards": get_number_cards(),
- })
-
-def get_dashboards():
- dashboards = []
- dashboards.append(get_payroll_dashboard())
- return dashboards
-
-def get_payroll_dashboard():
- return {
- "name": "Payroll",
- "dashboard_name": "Payroll",
- "is_default": 1,
- "charts": [
- { "chart": "Outgoing Salary", "width": "Full"},
- { "chart": "Designation Wise Salary(Last Month)", "width": "Half"},
- { "chart": "Department Wise Salary(Last Month)", "width": "Half"},
- ],
- "cards": [
- {"card": "Total Declaration Submitted"},
- {"card": "Total Salary Structure"},
- {"card": "Total Incentive Given(Last month)"},
- {"card": "Total Outgoing Salary(Last month)"},
- ]
- }
-
-def get_charts():
- dashboard_charts= [
- get_dashboards_chart_doc('Outgoing Salary', "Sum", "Line",
- document_type = "Salary Slip", based_on="end_date",
- value_based_on = "rounded_total", time_interval = "Monthly", timeseries = 1,
- filters_json = json.dumps([["Salary Slip", "docstatus", "=", 1]]))
- ]
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Department Wise Salary(Last Month)', "Group By", "Bar",
- document_type = "Salary Slip", group_by_type="Sum", group_by_based_on="department",
- time_interval = "Monthly", aggregate_function_based_on = "rounded_total",
- filters_json = json.dumps([
- ["Salary Slip", "docstatus", "=", 1],
- ["Salary Slip", "start_date", "Previous","1 month"]
- ])
- )
- )
-
- dashboard_charts.append(
- get_dashboards_chart_doc('Designation Wise Salary(Last Month)', "Group By", "Bar",
- document_type = "Salary Slip", group_by_type="Sum", group_by_based_on="designation",
- time_interval = "Monthly", aggregate_function_based_on = "rounded_total",
- filters_json = json.dumps([
- ["Salary Slip", "docstatus", "=", 1],
- ["Salary Slip", "start_date", "Previous","1 month"]
- ])
- )
- )
-
- return dashboard_charts
-
-def get_number_cards():
- number_cards = [get_number_cards_doc("Employee Tax Exemption Declaration", "Total Declaration Submitted", filters_json = json.dumps([
- ["Employee Tax Exemption Declaration", "docstatus", "=","1"],
- ["Employee Tax Exemption Declaration","creation","Previous","1 year"]
- ])
- )]
-
- number_cards.append(get_number_cards_doc("Employee Incentive", "Total Incentive Given(Last month)",
- time_interval = "Monthly", func = "Sum", aggregate_function_based_on = "incentive_amount",
- filters_json = json.dumps([
- ["Employee Incentive", "docstatus", "=", 1],
- ["Employee Incentive","payroll_date","Previous","1 year"]
- ]))
- )
-
- number_cards.append(get_number_cards_doc("Salary Slip", "Total Outgoing Salary(Last month)",
- time_interval = "Monthly", time_span= "Monthly", func = "Sum", aggregate_function_based_on = "rounded_total",
- filters_json = json.dumps([
- ["Salary Slip", "docstatus", "=", 1],
- ["Salary Slip", "start_date","Previous","1 month"]
- ]))
- )
- number_cards.append(get_number_cards_doc("Salary Structure", "Total Salary Structure",
- filters_json = json.dumps([
- ["Salary Structure", "docstatus", "=", 1]
- ]))
- )
-
- return number_cards
\ No newline at end of file
diff --git a/erpnext/payroll/desk_page/payroll/payroll.json b/erpnext/payroll/desk_page/payroll/payroll.json
index b5eac465c8..285e3b3a13 100644
--- a/erpnext/payroll/desk_page/payroll/payroll.json
+++ b/erpnext/payroll/desk_page/payroll/payroll.json
@@ -8,7 +8,7 @@
{
"hidden": 0,
"label": "Taxation",
- "links": "[\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Income Tax Slab\",\n \"name\": \"Income Tax Slab\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n \n }\n]"
+ "links": "[\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Income Tax Slab\",\n \"name\": \"Income Tax Slab\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Other Income\",\n \"name\": \"Employee Other Income\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n \n },\n {\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n \n }\n]"
},
{
"hidden": 0,
@@ -38,7 +38,7 @@
"idx": 0,
"is_standard": 1,
"label": "Payroll",
- "modified": "2020-06-19 12:23:06.034046",
+ "modified": "2020-08-10 19:38:45.976209",
"modified_by": "Administrator",
"module": "Payroll",
"name": "Payroll",
diff --git a/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py b/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
index d7d00e6480..ef844fbd3b 100644
--- a/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
+++ b/erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
@@ -223,6 +223,7 @@ def get_benefit_amount_based_on_pro_rata(sal_struct, component_max_benefit):
return benefit_amount
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_earning_components(doctype, txt, searchfield, start, page_len, filters):
if len(filters) < 2:
return {}
diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.js b/erpnext/payroll/doctype/payroll_entry/payroll_entry.js
index 8d35a7be47..1abc869c53 100644
--- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.js
+++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.js
@@ -213,7 +213,7 @@ frappe.ui.form.on('Payroll Entry', {
},
doc: frm.doc,
freeze: true,
- freeze_message: 'Validating Employee Attendance...'
+ freeze_message: __('Validating Employee Attendance...')
});
}else{
frm.fields_dict.attendance_detail_html.html("");
@@ -237,7 +237,7 @@ const submit_salary_slip = function (frm) {
callback: function() {frm.events.refresh(frm);},
doc: frm.doc,
freeze: true,
- freeze_message: 'Submitting Salary Slips and creating Journal Entry...'
+ freeze_message: __('Submitting Salary Slips and creating Journal Entry...')
});
},
function() {
diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
index ad9b6d86c8..30ea432678 100644
--- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
+++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py
@@ -90,7 +90,7 @@ class PayrollEntry(Document):
cond = ''
for f in ['company', 'branch', 'department', 'designation']:
if self.get(f):
- cond += " and t1." + f + " = '" + self.get(f).replace("'", "\'") + "'"
+ cond += " and t1." + f + " = " + frappe.db.escape(self.get(f))
return cond
@@ -540,6 +540,7 @@ def submit_salary_slips_for_employees(payroll_entry, salary_slips, publish_progr
frappe.msgprint(_("Could not submit some Salary Slips"))
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_payroll_entries_for_jv(doctype, txt, searchfield, start, page_len, filters):
return frappe.db.sql("""
select name from `tabPayroll Entry`
diff --git a/erpnext/payroll/doctype/salary_detail/salary_detail.json b/erpnext/payroll/doctype/salary_detail/salary_detail.json
index adb54f26c6..cc87caeae1 100644
--- a/erpnext/payroll/doctype/salary_detail/salary_detail.json
+++ b/erpnext/payroll/doctype/salary_detail/salary_detail.json
@@ -7,27 +7,30 @@
"field_order": [
"salary_component",
"abbr",
- "statistical_component",
"column_break_3",
- "deduct_full_tax_on_selected_payroll_date",
+ "amount",
+ "section_break_5",
+ "additional_salary",
+ "statistical_component",
"depends_on_payment_days",
- "is_tax_applicable",
"exempted_from_income_tax",
+ "is_tax_applicable",
+ "column_break_11",
"is_flexible_benefit",
"variable_based_on_taxable_salary",
+ "do_not_include_in_total",
+ "deduct_full_tax_on_selected_payroll_date",
"section_break_2",
"condition",
+ "column_break_18",
"amount_based_on_formula",
"formula",
- "amount",
- "do_not_include_in_total",
+ "section_break_19",
"default_amount",
"additional_amount",
+ "column_break_24",
"tax_on_flexible_benefit",
- "tax_on_additional_salary",
- "section_break_11",
- "additional_salary",
- "condition_and_formula_help"
+ "tax_on_additional_salary"
],
"fields": [
{
@@ -110,9 +113,11 @@
"read_only": 1
},
{
+ "collapsible": 1,
"depends_on": "eval:doc.is_flexible_benefit != 1",
"fieldname": "section_break_2",
- "fieldtype": "Section Break"
+ "fieldtype": "Section Break",
+ "label": "Condtion and formula"
},
{
"allow_on_submit": 1,
@@ -181,23 +186,12 @@
"label": "Tax on additional salary",
"read_only": 1
},
- {
- "depends_on": "eval:doc.parenttype=='Salary Structure'",
- "fieldname": "section_break_11",
- "fieldtype": "Column Break"
- },
- {
- "depends_on": "eval:doc.parenttype=='Salary Structure'",
- "fieldname": "condition_and_formula_help",
- "fieldtype": "HTML",
- "label": "Condition and Formula Help",
- "options": "{{ letter_head }}
\n \n {%- endif %}\n\n {% if (doc.docstatus != 1) %}\n
WORKSHEET
\n\t
\n
\n\n\t\n\n
\n\n \n
\n\n \n \n
\n {% if doc.patient_name %}\n \n {{ doc.patient_name }}\n
\n {% else %}\n \n {{ doc.patient }}\n
\n {%- endif -%}\n \n
\n\n \n \n
\n \n {{ doc.patient_age or '' }}\n
\n \n
\n\n \n \n
\n \n {{ doc.patient_sex or '' }}\n
\n \n\n
\n \n
\n\n {% if doc.sample_date %}\n \n \n
\n {% if doc.practitioner_name %}\n \n {{ doc.practitioner_name }}\n
\n {% else %}\n\t\t\t{% if doc.referring_practitioner_name %}\n \n {{ doc.referring_practitioner_name }}\n
\n\t\t {% endif %}\n {%- endif -%}\n \n
\n {%- endif -%}\n \n \n
\n \n {{ doc.sample_date }}\n
\n \n
\n\n\tDepartment of {{ doc.department }}
\n| Name of Test | \nResult | \nNormal Range | \n
|---|---|---|
| {{ doc.lab_test_name }} | ||
| \n {%- if doc.normal_test_items|length > 1 %} {%- endif -%}\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}\n {%- else -%} {%- endif -%}\n {%- if row.lab_test_event -%} {{ row.lab_test_event }}{%- endif -%}\n | \n\n\n {%- if row.lab_test_uom -%} {{ row.lab_test_uom }}{%- endif -%}\n | \n\n\n \n {%- if row.normal_range -%}{{ row.normal_range }}{%- endif -%}\n \n | \n
| Name of Test | \nResult | \n
|---|---|
| {{ doc.lab_test_name }} | |
| {{ row.lab_test_name }} | \n\t\t\t\t\n\t\t\t |
| {{ row.lab_test_particulars }} | \n\n |
\n {% if doc.worksheet_instructions %}\n
\n Instructions\n {{ doc.worksheet_instructions }}\n {%- endif -%}\n
\n {% elif (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"require_test_result_approval\") == '1' and doc.status != \"Approved\") %}\n Lab Tests have to be Approved for Print .. !\n {%- else -%}\n \n Instructions\n {{ doc.worksheet_instructions }}\n {%- endif -%}\n
\n
\n\n \n\n
\n\n \n
\n\n \n \n
\n {% if doc.patient_name %}\n \n {{ doc.patient_name }}\n
\n {% else %}\n \n {{ doc.patient }}\n
\n {%- endif -%}\n \n
\n\n \n \n
\n \n {{ doc.patient_age or '' }}\n
\n \n
\n\n \n \n
\n \n {{ doc.patient_sex or '' }}\n
\n \n\n
\n\n \n
\n\n {% if doc.sample_date %}\n \n \n
\n {% if doc.practitioner_name %}\n \n {{ doc.practitioner_name }}\n
\n\t\t{% else %}\n\t\t {% if doc.referring_practitioner_name %}\n \n {{ doc.referring_practitioner_name }}\n
\n\t\t\t{% endif %}\n {%- endif -%}\n \n
\n {%- endif -%}\n\n {% if doc.result_date %}\n \n \n
\n \n {{ doc.sample_date }}\n
\n \n
\n {%- endif -%}\n\n \n \n
\n \n {{ doc.result_date }}\n
\n \n
\n\n\tDepartment of {{ doc.department }}
\n\n\t\t{% if doc.result_legend and (doc.legend_print_position == \"Top\" or doc.legend_print_position == \"Both\")%}\n\t\tResult Legend:\n\t\t{{ doc.result_legend }}\n\t\t{%- endif -%}\n\t
\n\n | Name of Test | \nResult | \nNormal Range | \n
|---|---|---|
| {{ doc.lab_test_name }} | ||
| \n {%- if doc.normal_test_items|length > 1 %} {%- endif -%}\n {%- if row.lab_test_name -%}{{ row.lab_test_name }}\n {%- else -%} {%- endif -%}\n {%- if row.lab_test_event -%} {{ row.lab_test_event }}{%- endif -%}\n | \n\n\n\t\t\t\t\t{%- if row.result_value -%}\n\t\t\t\t\t\t{%- if row.bold -%}{% endif %}\n\t\t\t\t\t\t{%- if row.underline -%}{% endif %}\n\t\t\t\t\t\t{%- if row.italic -%}{% endif %}\n {{ row.result_value }}\n {%- if row.lab_test_uom -%} {{ row.lab_test_uom }}{%- endif -%}\n\t\t\t\t\t\t{%- if row.italic -%}{% endif %}\n\t\t\t\t\t\t{%- if row.underline -%}{% endif %}\n\t\t\t\t\t\t{%- if row.bold -%}{% endif %}\n\t\t\t\t\t{%- endif -%}\n \n\t\t\t\t\t{%- if row.secondary_uom and row.conversion_factor and row.secondary_uom_result -%}\n\t\t\t\t\t\t \n\t\t\t\t\t\t{%- if row.bold -%}{% endif %}\n\t\t\t\t\t\t{%- if row.underline -%}{% endif %}\n\t\t\t\t\t\t{%- if row.italic -%}{% endif %}\n {{ row.secondary_uom_result }}\n {{ row.secondary_uom }}\n\t\t\t\t\t\t{%- if row.italic -%}{% endif %}\n\t\t\t\t\t\t{%- if row.underline -%}{% endif %}\n\t\t\t\t\t\t{%- if row.bold -%}{% endif %}\n\t\t\t\t\t\t \n\t\t\t\t\t{%- endif -%}\n | \n\n \n \n {%- if row.normal_range -%}{{ row.normal_range }}{%- endif -%}\n \n | \n
| Name of Test | \nResult | \n
|---|---|
| {{ doc.lab_test_name }} | |
| {{ row.lab_test_name }} | \n\t\t\t\t\n\t\t\t |
| {{ row.lab_test_particulars }} | \n\n {%- if row.result_value -%}{{ row.result_value }}{%- endif -%}\n | \n
| Organism | \n\t\t\t\tColony Population | \n\t\t\t
| {{ row.organism }} | \n\t\t\t\t\n\t\t\t\t\t{{ row.colony_population }}\n\t\t\t\t\t{% if row.colony_uom %}\n\t\t\t\t\t\t{{ row.colony_uom }}\n\t\t\t\t\t{% endif %}\n\t\t\t\t | \n\t\t\t
| Antibiotic | \n\t\t\t\tSensitivity | \n\t\t\t
| {{ row.antibiotic }} | \n\t\t\t\t{{ row.antibiotic_sensitivity }} | \n\t\t\t
\n {% if doc.custom_result %}\n
\n
\n\n \n
{{ doc.custom_result }}
\n {%- endif -%}\n \n {% if doc.lab_test_comment %}\n
\n Comments\n {{ doc.lab_test_comment }}\n {%- endif -%}\n
\n\n \n Comments\n {{ doc.lab_test_comment }}\n {%- endif -%}\n
\n {%- if (frappe.db.get_value(\"Healthcare Settings\", \"None\", \"employee_name_and_designation_in_print\") == '1') -%}\n {%- if doc.employee_name -%}\n
\n\n {{ doc.employee_name }}
\n {%- endif -%}\n {%- if doc.employee_designation -%}\n{{ doc.employee_designation }}
\n {%- endif -%}\n {%- else -%}\n {%- if frappe.db.get_value(\"Healthcare Settings\", \"None\", \"custom_signature_in_print\") -%}\n{{ frappe.db.get_value(\"Healthcare Settings\", \"None\", \"custom_signature_in_print\") }}
\n {%- endif -%}\n {%- endif -%}\n\n {% if doc.result_legend and (doc.legend_print_position == \"Bottom\" or doc.legend_print_position == \"Both\" or doc.legend_print_position == \"\")%}\n
\n Result Legend\n {{ doc.result_legend }}\n {%- endif -%}\n
\n {%- endif -%}\n\n Result Legend\n {{ doc.result_legend }}\n {%- endif -%}\n
Condition and Formula Help
\n\nNotes:
\n\n- \n
- Use field
basefor using base salary of the Employee \n - Use Salary Component abbreviations in conditions and formulas.
BS = Basic Salary\n - Use field name for employee details in conditions and formulas.
Employment Type = employment_typeBranch = branch\n - Use field name from Salary Slip in conditions and formulas.
Payment Days = payment_daysLeave without pay = leave_without_pay\n - Direct Amount can also be entered based on Condtion. See example 3
Examples
\n- \n
- Calculating Basic Salary based on
base\n
\nCondition: base < 10000Formula: base * .2\n - Calculating HRA based on Basic Salary
BS\n
\nCondition: BS > 2000Formula: BS * .1\n - Calculating TDS based on Employment Type
employment_type\n
\nCondition: employment_type==\"Intern\"Amount: 1000\n
" + message += "
- " + "
- ".join(mandatory_fields) + "
-
-
-
-
-
-
-
- `);
- }
-
- make_cart() {
- this.cart = new POSCart({
- frm: this.frm,
- wrapper: this.wrapper.find('.cart-container'),
- events: {
- on_customer_change: (customer) => {
- this.frm.set_value('customer', customer);
- },
- on_field_change: (item_code, field, value, batch_no) => {
- this.update_item_in_cart(item_code, field, value, batch_no);
- },
- on_numpad: (value) => {
- if (value == __('Pay')) {
- if (!this.payment) {
- this.make_payment_modal();
- } else {
- this.frm.doc.payments.map(p => {
- this.payment.dialog.set_value(p.mode_of_payment, p.amount);
- });
-
- this.payment.set_title();
- }
- this.payment.open_modal();
- }
- },
- on_select_change: () => {
- this.cart.numpad.set_inactive();
- this.set_form_action();
- },
- get_item_details: (item_code) => {
- return this.items.get(item_code);
- },
- get_loyalty_details: () => {
- var me = this;
- if (this.frm.doc.customer) {
- frappe.call({
- method: "erpnext.accounts.doctype.loyalty_program.loyalty_program.get_loyalty_program_details",
- args: {
- "customer": me.frm.doc.customer,
- "expiry_date": me.frm.doc.posting_date,
- "company": me.frm.doc.company,
- "silent": true
- },
- callback: function(r) {
- if (r.message.loyalty_program && r.message.loyalty_points) {
- me.cart.events.set_loyalty_details(r.message, true);
- }
- if (!r.message.loyalty_program) {
- var loyalty_details = {
- loyalty_points: 0,
- loyalty_program: '',
- expense_account: '',
- cost_center: ''
- }
- me.cart.events.set_loyalty_details(loyalty_details, false);
- }
- }
- });
- }
- },
- set_loyalty_details: (details, view_status) => {
- if (view_status) {
- this.cart.available_loyalty_points.$wrapper.removeClass("hide");
- } else {
- this.cart.available_loyalty_points.$wrapper.addClass("hide");
- }
- this.cart.available_loyalty_points.set_value(details.loyalty_points);
- this.cart.available_loyalty_points.refresh_input();
- this.frm.set_value("loyalty_program", details.loyalty_program);
- this.frm.set_value("loyalty_redemption_account", details.expense_account);
- this.frm.set_value("loyalty_redemption_cost_center", details.cost_center);
- }
- }
- });
-
- frappe.ui.form.on('Sales Invoice', 'selling_price_list', (frm) => {
- if(this.items && frm.doc.pos_profile) {
- this.items.reset_items();
- }
- })
- }
-
- toggle_editing(flag) {
- let disabled;
- if (flag !== undefined) {
- disabled = !flag;
- } else {
- disabled = this.frm.doc.docstatus == 1 ? true: false;
- }
- const pointer_events = disabled ? 'none' : 'inherit';
-
- this.wrapper.find('input, button, select').prop("disabled", disabled);
- this.wrapper.find('.number-pad-container').toggleClass("hide", disabled);
-
- this.wrapper.find('.cart-container').css('pointer-events', pointer_events);
- this.wrapper.find('.item-container').css('pointer-events', pointer_events);
-
- this.page.clear_actions();
- }
-
- make_items() {
- this.items = new POSItems({
- wrapper: this.wrapper.find('.item-container'),
- frm: this.frm,
- events: {
- update_cart: (item, field, value) => {
- if(!this.frm.doc.customer) {
- frappe.throw(__('Please select a customer'));
- }
- this.update_item_in_cart(item, field, value);
- this.cart && this.cart.unselect_all();
- }
- }
- });
- }
-
- update_item_in_cart(item_code, field='qty', value=1, batch_no) {
- frappe.dom.freeze();
- if(this.cart.exists(item_code, batch_no)) {
- const search_field = batch_no ? 'batch_no' : 'item_code';
- const search_value = batch_no || item_code;
- const item = this.frm.doc.items.find(i => i[search_field] === search_value);
- frappe.flags.hide_serial_batch_dialog = false;
-
- if (typeof value === 'string' && !in_list(['serial_no', 'batch_no'], field)) {
- // value can be of type '+1' or '-1'
- value = item[field] + flt(value);
- }
-
- if(field === 'serial_no') {
- value = item.serial_no + '\n'+ value;
- }
-
- // if actual_batch_qty and actual_qty if there is only one batch. In such
- // a case, no point showing the dialog
- const show_dialog = item.has_serial_no || item.has_batch_no;
-
- if (show_dialog && field == 'qty' && ((!item.batch_no && item.has_batch_no) ||
- (item.has_serial_no) || (item.actual_batch_qty != item.actual_qty)) ) {
- this.select_batch_and_serial_no(item);
- } else {
- this.update_item_in_frm(item, field, value)
- .then(() => {
- frappe.dom.unfreeze();
- frappe.run_serially([
- () => {
- let items = this.frm.doc.items.map(item => item.name);
- if (items && items.length > 0 && items.includes(item.name)) {
- this.frm.doc.items.forEach(item_row => {
- // update cart
- this.on_qty_change(item_row);
- });
- } else {
- this.on_qty_change(item);
- }
- },
- () => this.post_qty_change(item)
- ]);
- });
- }
- return;
- }
-
- let args = { item_code: item_code };
- if (in_list(['serial_no', 'batch_no'], field)) {
- args[field] = value;
- }
-
- // add to cur_frm
- const item = this.frm.add_child('items', args);
- frappe.flags.hide_serial_batch_dialog = true;
-
- frappe.run_serially([
- () => {
- return this.frm.script_manager.trigger('item_code', item.doctype, item.name)
- .then(() => {
- this.frm.script_manager.trigger('qty', item.doctype, item.name)
- .then(() => {
- frappe.run_serially([
- () => {
- let items = this.frm.doc.items.map(i => i.name);
- if (items && items.length > 0 && items.includes(item.name)) {
- this.frm.doc.items.forEach(item_row => {
- // update cart
- this.on_qty_change(item_row);
- });
- } else {
- this.on_qty_change(item);
- }
- },
- () => this.post_qty_change(item)
- ]);
- });
- });
- },
- () => {
- const show_dialog = item.has_serial_no || item.has_batch_no;
-
- // if actual_batch_qty and actual_qty if then there is only one batch. In such
- // a case, no point showing the dialog
- if (show_dialog && field == 'qty' && ((!item.batch_no && item.has_batch_no) ||
- (item.has_serial_no) || (item.actual_batch_qty != item.actual_qty)) ) {
- // check has serial no/batch no and update cart
- this.select_batch_and_serial_no(item);
- }
- }
- ]);
- }
-
- on_qty_change(item) {
- frappe.run_serially([
- () => this.update_cart_data(item),
- ]);
- }
-
- post_qty_change(item) {
- this.cart.update_taxes_and_totals();
- this.cart.update_grand_total();
- this.cart.update_qty_total();
- this.cart.scroll_to_item(item.item_code);
- this.set_form_action();
- }
-
- select_batch_and_serial_no(row) {
- frappe.dom.unfreeze();
-
- erpnext.show_serial_batch_selector(this.frm, row, () => {
- this.frm.doc.items.forEach(item => {
- this.update_item_in_frm(item, 'qty', item.qty)
- .then(() => {
- // update cart
- frappe.run_serially([
- () => {
- if (item.qty === 0) {
- frappe.model.clear_doc(item.doctype, item.name);
- }
- },
- () => this.update_cart_data(item),
- () => this.post_qty_change(item)
- ]);
- });
- })
- }, () => {
- this.on_close(row);
- }, true);
- }
-
- on_close(item) {
- if (!this.cart.exists(item.item_code, item.batch_no) && item.qty) {
- frappe.model.clear_doc(item.doctype, item.name);
- }
- }
-
- update_cart_data(item) {
- this.cart.add_item(item);
- frappe.dom.unfreeze();
- }
-
- update_item_in_frm(item, field, value) {
- if (field == 'qty' && value < 0) {
- frappe.msgprint(__("Quantity must be positive"));
- value = item.qty;
- } else {
- if (in_list(["qty", "serial_no", "batch"], field)) {
- item[field] = value;
- if (field == "serial_no" && value) {
- let serial_nos = value.split("\n");
- item["qty"] = serial_nos.filter(d => {
- return d!=="";
- }).length;
- }
- } else {
- return frappe.model.set_value(item.doctype, item.name, field, value);
- }
- }
-
- return this.frm.script_manager.trigger('qty', item.doctype, item.name)
- .then(() => {
- if (field === 'qty' && item.qty === 0) {
- frappe.model.clear_doc(item.doctype, item.name);
- }
- })
-
- return Promise.resolve();
- }
-
- make_payment_modal() {
- this.payment = new Payment({
- frm: this.frm,
- events: {
- submit_form: () => {
- this.submit_sales_invoice();
- }
- }
- });
- }
-
- submit_sales_invoice() {
- this.frm.savesubmit()
- .then((r) => {
- if (r && r.doc) {
- this.frm.doc.docstatus = r.doc.docstatus;
- frappe.show_alert({
- indicator: 'green',
- message: __(`Sales invoice ${r.doc.name} created succesfully`)
- });
-
- this.toggle_editing();
- this.set_form_action();
- this.set_primary_action_in_modal();
- }
- });
- }
-
- set_primary_action_in_modal() {
- if (!this.frm.msgbox) {
- this.frm.msgbox = frappe.msgprint(
- `
- ${__('Print')}
-
- ${__('New')}`
- );
-
- $(this.frm.msgbox.body).find('.btn-default').on('click', () => {
- this.frm.msgbox.hide();
- this.make_new_invoice();
- })
- }
- }
-
- change_pos_profile() {
- return new Promise((resolve) => {
- const on_submit = ({ company, pos_profile, set_as_default }) => {
- if (pos_profile) {
- this.pos_profile = pos_profile;
- }
-
- if (set_as_default) {
- frappe.call({
- method: "erpnext.accounts.doctype.pos_profile.pos_profile.set_default_profile",
- args: {
- 'pos_profile': pos_profile,
- 'company': company
- }
- }).then(() => {
- this.on_change_pos_profile();
- });
- } else {
- this.on_change_pos_profile();
- }
- }
-
-
- let me = this;
-
- var dialog = frappe.prompt([{
- fieldtype: 'Link',
- label: __('Company'),
- options: 'Company',
- fieldname: 'company',
- default: me.frm.doc.company,
- reqd: 1,
- onchange: function(e) {
- me.get_default_pos_profile(this.value).then((r) => {
- dialog.set_value('pos_profile', (r && r.name)? r.name : '');
- });
- }
- },
- {
- fieldtype: 'Link',
- label: __('POS Profile'),
- options: 'POS Profile',
- fieldname: 'pos_profile',
- default: me.frm.doc.pos_profile,
- reqd: 1,
- get_query: () => {
- return {
- query: 'erpnext.accounts.doctype.pos_profile.pos_profile.pos_profile_query',
- filters: {
- company: dialog.get_value('company')
- }
- };
- }
- }, {
- fieldtype: 'Check',
- label: __('Set as default'),
- fieldname: 'set_as_default'
- }],
- on_submit,
- __('Select POS Profile')
- );
- });
- }
-
- on_change_pos_profile() {
- return frappe.run_serially([
- () => this.make_sales_invoice_frm(),
- () => {
- this.frm.doc.pos_profile = this.pos_profile;
- this.set_pos_profile_data()
- .then(() => {
- this.reset_cart();
- if (this.items) {
- this.items.reset_items();
- }
- });
- }
- ]);
- }
-
- get_default_pos_profile(company) {
- return frappe.xcall("erpnext.stock.get_item_details.get_pos_profile",
- {'company': company})
- }
-
- setup_company() {
- return new Promise(resolve => {
- if(!this.frm.doc.company) {
- frappe.prompt({fieldname:"company", options: "Company", fieldtype:"Link",
- label: __("Select Company"), reqd: 1}, (data) => {
- this.company = data.company;
- resolve(this.company);
- }, __("Select Company"));
- } else {
- resolve();
- }
- })
- }
-
- make_new_invoice() {
- return frappe.run_serially([
- () => this.make_sales_invoice_frm(),
- () => this.set_pos_profile_data(),
- () => {
- if (this.cart) {
- this.cart.frm = this.frm;
- this.cart.reset();
- this.cart.reset_pos_field_value();
- } else {
- this.make_items();
- this.make_cart();
- }
- this.toggle_editing(true);
- },
- ]);
- }
-
- reset_cart() {
- this.cart.frm = this.frm;
- this.cart.reset();
- this.items.reset_search_field();
- }
-
- make_sales_invoice_frm() {
- const doctype = 'Sales Invoice';
- return new Promise(resolve => {
- if (this.frm) {
- this.frm = get_frm(this.frm);
- if(this.company) {
- this.frm.doc.company = this.company;
- }
-
- resolve();
- } else {
- frappe.model.with_doctype(doctype, () => {
- this.frm = get_frm();
- resolve();
- });
- }
- });
-
- function get_frm(_frm) {
- const page = $('');
- const frm = _frm || new frappe.ui.form.Form(doctype, page, false);
- const name = frappe.model.make_new_doc_and_get_name(doctype, true);
- frm.refresh(name);
- frm.doc.items = [];
- frm.doc.is_pos = 1;
-
- return frm;
- }
- }
-
- set_pos_profile_data() {
- if (this.company) {
- this.frm.doc.company = this.company;
- }
-
- if (!this.frm.doc.company) {
- return;
- }
-
- return new Promise(resolve => {
- return this.frm.call({
- doc: this.frm.doc,
- method: "set_missing_values",
- }).then((r) => {
- if(!r.exc) {
- if (!this.frm.doc.pos_profile) {
- frappe.dom.unfreeze();
- this.raise_exception_for_pos_profile();
- }
- this.frm.script_manager.trigger("update_stock");
- frappe.model.set_default_values(this.frm.doc);
- this.frm.cscript.calculate_taxes_and_totals();
-
- if (r.message) {
- this.frm.meta.default_print_format = r.message.print_format || "";
- this.frm.allow_edit_rate = r.message.allow_edit_rate;
- this.frm.allow_edit_discount = r.message.allow_edit_discount;
- this.frm.doc.campaign = r.message.campaign;
- this.frm.allow_print_before_pay = r.message.allow_print_before_pay;
- }
- }
-
- resolve();
- });
- });
- }
-
- prepare_menu() {
- var me = this;
- this.page.clear_menu();
-
- this.page.add_menu_item(__("Form View"), function () {
- frappe.model.sync(me.frm.doc);
- frappe.set_route("Form", me.frm.doc.doctype, me.frm.doc.name);
- });
-
- this.page.add_menu_item(__("POS Profile"), function () {
- frappe.set_route('List', 'POS Profile');
- });
-
- this.page.add_menu_item(__('POS Settings'), function() {
- frappe.set_route('Form', 'POS Settings');
- });
-
- this.page.add_menu_item(__('Change POS Profile'), function() {
- me.change_pos_profile();
- });
- this.page.add_menu_item(__('Close the POS'), function() {
- var voucher = frappe.model.get_new_doc('POS Closing Voucher');
- voucher.pos_profile = me.frm.doc.pos_profile;
- voucher.user = frappe.session.user;
- voucher.company = me.frm.doc.company;
- voucher.period_start_date = me.frm.doc.posting_date;
- voucher.period_end_date = me.frm.doc.posting_date;
- voucher.posting_date = me.frm.doc.posting_date;
- frappe.set_route('Form', 'POS Closing Voucher', voucher.name);
- });
- }
-
- set_form_action() {
- if(this.frm.doc.docstatus == 1 || (this.frm.allow_print_before_pay == 1 && this.frm.doc.items.length > 0)){
- this.page.set_secondary_action(__("Print"), async() => {
- if(this.frm.doc.docstatus != 1 ){
- await this.frm.save();
- }
- this.frm.print_preview.printit(true);
- });
- }
- if(this.frm.doc.items.length == 0){
- this.page.clear_secondary_action();
- }
-
- if (this.frm.doc.docstatus == 1) {
- this.page.set_primary_action(__("New"), () => {
- this.make_new_invoice();
- });
- this.page.add_menu_item(__("Email"), () => {
- this.frm.email_doc();
- });
- }
- }
-};
-
-const [Qty,Disc,Rate,Del,Pay] = [__("Qty"), __('Disc'), __('Rate'), __('Del'), __('Pay')];
-
-class POSCart {
- constructor({frm, wrapper, events}) {
- this.frm = frm;
- this.item_data = {};
- this.wrapper = wrapper;
- this.events = events;
- this.make();
- this.bind_events();
- }
-
- make() {
- this.make_dom();
- this.make_customer_field();
- this.make_pos_fields();
- this.make_loyalty_points();
- this.make_numpad();
- }
-
- make_dom() {
- this.wrapper.append(`
- `;
- }
-
- this.set_class();
-
- if(this.disable_btns) {
- this.disable_btns.forEach((btn) => {
- const $btn = this.get_btn(btn);
- $btn.prop("disabled", true)
- $btn.hover(() => {
- $btn.css('cursor','not-allowed');
- })
- })
- }
- }
-
- enable_buttons(btns) {
- btns.forEach((btn) => {
- const $btn = this.get_btn(btn);
- $btn.prop("disabled", false)
- $btn.hover(() => {
- $btn.css('cursor','pointer');
- })
- })
- }
-
- set_class() {
- for (const btn in this.add_class) {
- const class_name = this.add_class[btn];
- this.get_btn(btn).addClass(class_name);
- }
- }
-
- bind_events() {
- // bind click event
- const me = this;
- this.wrapper.on('click', '.num-col', function() {
- const $btn = $(this);
- const btn_value = $btn.attr('data-value');
- if (!me.disable_highlight.includes(btn_value)) {
- me.highlight_button($btn);
- }
- if (me.reset_btns.includes(btn_value)) {
- me.reset_value();
- } else {
- if (btn_value === me.del_btn) {
- me.value = me.value.substr(0, me.value.length - 1);
- } else {
- me.value += btn_value;
- }
- }
- me.onclick(btn_value);
- });
- }
-
- reset_value() {
- this.value = '';
- }
-
- get_value() {
- return flt(this.value);
- }
-
- get_btn(btn_value) {
- return this.wrapper.find(`.num-col[data-value="${btn_value}"]`);
- }
-
- highlight_button($btn) {
- $btn.addClass('highlight');
- setTimeout(() => $btn.removeClass('highlight'), 1000);
- }
-
- set_active(btn_value) {
- const $btn = this.get_btn(btn_value);
- this.wrapper.find('.num-col').removeClass('active');
- $btn.addClass('active');
- }
-
- set_inactive() {
- this.wrapper.find('.num-col').removeClass('active');
- }
-}
-
-class Payment {
- constructor({frm, events}) {
- this.frm = frm;
- this.events = events;
- this.make();
- this.bind_events();
- this.set_primary_action();
- }
-
- open_modal() {
- this.dialog.show();
- }
-
- make() {
- this.set_flag();
- this.dialog = new frappe.ui.Dialog({
- fields: this.get_fields(),
- width: 800,
- invoice_frm: this.frm
- });
-
- this.set_title();
-
- this.$body = this.dialog.body;
-
- this.numpad = new NumberPad({
- wrapper: $(this.$body).find('[data-fieldname="numpad"]'),
- button_array: [
- [1, 2, 3],
- [4, 5, 6],
- [7, 8, 9],
- [__('Del'), 0, '.'],
- ],
- onclick: () => {
- if(this.fieldname) {
- this.dialog.set_value(this.fieldname, this.numpad.get_value());
- }
- }
- });
- }
-
- set_title() {
- let title = __('Total Amount {0}',
- [format_currency(this.frm.doc.rounded_total || this.frm.doc.grand_total,
- this.frm.doc.currency)]);
-
- this.dialog.set_title(title);
- }
-
- bind_events() {
- var me = this;
- $(this.dialog.body).find('.input-with-feedback').focusin(function() {
- me.numpad.reset_value();
- me.fieldname = $(this).prop('dataset').fieldname;
- if (me.frm.doc.outstanding_amount > 0 &&
- !in_list(['write_off_amount', 'change_amount'], me.fieldname)) {
- me.frm.doc.payments.forEach((data) => {
- if (data.mode_of_payment == me.fieldname && !data.amount) {
- me.dialog.set_value(me.fieldname,
- me.frm.doc.outstanding_amount / me.frm.doc.conversion_rate);
- return;
- }
- })
- }
- });
- }
-
- set_primary_action() {
- var me = this;
-
- this.dialog.set_primary_action(__("Submit"), function() {
- me.dialog.hide();
- me.events.submit_form();
- });
- }
-
- get_fields() {
- const me = this;
-
- let fields = this.frm.doc.payments.map(p => {
- return {
- fieldtype: 'Currency',
- label: __(p.mode_of_payment),
- options: me.frm.doc.currency,
- fieldname: p.mode_of_payment,
- default: p.amount,
- onchange: () => {
- const value = this.dialog.get_value(this.fieldname) || 0;
- me.update_payment_value(this.fieldname, value);
- }
- };
- });
-
- fields = fields.concat([
- {
- fieldtype: 'Column Break',
- },
- {
- fieldtype: 'HTML',
- fieldname: 'numpad'
- },
- {
- fieldtype: 'Section Break',
- depends_on: 'eval: this.invoice_frm.doc.loyalty_program'
- },
- {
- fieldtype: 'Check',
- label: 'Redeem Loyalty Points',
- fieldname: 'redeem_loyalty_points',
- onchange: () => {
- me.update_cur_frm_value("redeem_loyalty_points", () => {
- frappe.flags.redeem_loyalty_points = false;
- me.update_loyalty_points();
- });
- }
- },
- {
- fieldtype: 'Column Break',
- },
- {
- fieldtype: 'Int',
- fieldname: "loyalty_points",
- label: __("Loyalty Points"),
- depends_on: "redeem_loyalty_points",
- onchange: () => {
- me.update_cur_frm_value("loyalty_points", () => {
- frappe.flags.loyalty_points = false;
- me.update_loyalty_points();
- });
- }
- },
- {
- fieldtype: 'Currency',
- label: __("Loyalty Amount"),
- fieldname: "loyalty_amount",
- options: me.frm.doc.currency,
- read_only: 1,
- depends_on: "redeem_loyalty_points"
- },
- {
- fieldtype: 'Section Break',
- },
- {
- fieldtype: 'Currency',
- label: __("Write off Amount"),
- options: me.frm.doc.currency,
- fieldname: "write_off_amount",
- default: me.frm.doc.write_off_amount,
- onchange: () => {
- me.update_cur_frm_value('write_off_amount', () => {
- frappe.flags.change_amount = false;
- me.update_change_amount();
- });
- }
- },
- {
- fieldtype: 'Column Break',
- },
- {
- fieldtype: 'Currency',
- label: __("Change Amount"),
- options: me.frm.doc.currency,
- fieldname: "change_amount",
- default: me.frm.doc.change_amount,
- onchange: () => {
- me.update_cur_frm_value('change_amount', () => {
- frappe.flags.write_off_amount = false;
- me.update_write_off_amount();
- });
- }
- },
- {
- fieldtype: 'Section Break',
- },
- {
- fieldtype: 'Currency',
- label: __("Paid Amount"),
- options: me.frm.doc.currency,
- fieldname: "paid_amount",
- default: me.frm.doc.paid_amount,
- read_only: 1
- },
- {
- fieldtype: 'Column Break',
- },
- {
- fieldtype: 'Currency',
- label: __("Outstanding Amount"),
- options: me.frm.doc.currency,
- fieldname: "outstanding_amount",
- default: me.frm.doc.outstanding_amount,
- read_only: 1
- },
- ]);
-
- return fields;
- }
-
- set_flag() {
- frappe.flags.write_off_amount = true;
- frappe.flags.change_amount = true;
- frappe.flags.loyalty_points = true;
- frappe.flags.redeem_loyalty_points = true;
- frappe.flags.payment_method = true;
- }
-
- update_cur_frm_value(fieldname, callback) {
- if (frappe.flags[fieldname]) {
- const value = this.dialog.get_value(fieldname);
- this.frm.set_value(fieldname, value)
- .then(() => {
- callback();
- });
- }
-
- frappe.flags[fieldname] = true;
- }
-
- update_payment_value(fieldname, value) {
- var me = this;
- $.each(this.frm.doc.payments, function(i, data) {
- if (__(data.mode_of_payment) == __(fieldname)) {
- frappe.model.set_value('Sales Invoice Payment', data.name, 'amount', value)
- .then(() => {
- me.update_change_amount();
- me.update_write_off_amount();
- });
- }
- });
- }
-
- update_change_amount() {
- this.dialog.set_value("change_amount", this.frm.doc.change_amount);
- this.show_paid_amount();
- }
-
- update_write_off_amount() {
- this.dialog.set_value("write_off_amount", this.frm.doc.write_off_amount);
- }
-
- show_paid_amount() {
- this.dialog.set_value("paid_amount", this.frm.doc.paid_amount);
- this.dialog.set_value("outstanding_amount", this.frm.doc.outstanding_amount);
- }
-
- update_payment_amount() {
- var me = this;
- $.each(this.frm.doc.payments, function(i, data) {
- console.log("setting the ", data.mode_of_payment, " for the value", data.amount);
- me.dialog.set_value(data.mode_of_payment, data.amount);
- });
- }
-
- update_loyalty_points() {
- if (this.dialog.get_value("redeem_loyalty_points")) {
- this.dialog.set_value("loyalty_points", this.frm.doc.loyalty_points);
- this.dialog.set_value("loyalty_amount", this.frm.doc.loyalty_amount);
- this.update_payment_amount();
- this.show_paid_amount();
- }
- }
-
-}
+ // online
+ wrapper.pos = new erpnext.PointOfSale.Controller(wrapper);
+ window.cur_pos = wrapper.pos;
+};
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.json b/erpnext/selling/page/point_of_sale/point_of_sale.json
index 6d2f5f2f8d..99b86e42c2 100644
--- a/erpnext/selling/page/point_of_sale/point_of_sale.json
+++ b/erpnext/selling/page/point_of_sale/point_of_sale.json
@@ -1,33 +1,33 @@
{
- "content": null,
- "creation": "2017-08-07 17:08:56.737947",
- "docstatus": 0,
- "doctype": "Page",
- "idx": 0,
- "modified": "2017-09-11 13:49:05.415211",
- "modified_by": "Administrator",
- "module": "Selling",
- "name": "point-of-sale",
- "owner": "Administrator",
- "page_name": "Point of Sale",
- "restrict_to_domain": "Retail",
+ "content": null,
+ "creation": "2020-01-28 22:05:44.819140",
+ "docstatus": 0,
+ "doctype": "Page",
+ "idx": 0,
+ "modified": "2020-06-01 15:41:06.348380",
+ "modified_by": "Administrator",
+ "module": "Selling",
+ "name": "point-of-sale",
+ "owner": "Administrator",
+ "page_name": "Point of Sale",
+ "restrict_to_domain": "Retail",
"roles": [
{
"role": "Accounts User"
- },
+ },
{
"role": "Accounts Manager"
- },
+ },
{
"role": "Sales User"
- },
+ },
{
"role": "Sales Manager"
}
- ],
- "script": null,
- "standard": "Yes",
- "style": null,
- "system_page": 0,
- "title": "Point of Sale"
+ ],
+ "script": null,
+ "standard": "Yes",
+ "style": null,
+ "system_page": 0,
+ "title": "Point Of Sale"
}
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/point_of_sale.py b/erpnext/selling/page/point_of_sale/point_of_sale.py
index 1ae1fde588..83bd71d5f3 100644
--- a/erpnext/selling/page/point_of_sale/point_of_sale.py
+++ b/erpnext/selling/page/point_of_sale/point_of_sale.py
@@ -6,6 +6,7 @@ import frappe, json
from frappe.utils.nestedset import get_root_of
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
@@ -13,10 +14,9 @@ from six import string_types
def get_items(start, page_length, price_list, item_group, search_value="", pos_profile=None):
data = dict()
warehouse = ""
- display_items_in_stock = 0
if pos_profile:
- warehouse, display_items_in_stock = frappe.db.get_value('POS Profile', pos_profile, ['warehouse', 'display_items_in_stock'])
+ warehouse = frappe.db.get_value('POS Profile', pos_profile, ['warehouse'])
if not frappe.db.exists('Item Group', item_group):
item_group = get_root_of('Item Group')
@@ -43,6 +43,7 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
SELECT
name AS item_code,
item_name,
+ description,
stock_uom,
image AS item_image,
idx AS idx,
@@ -53,10 +54,11 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
disabled = 0
AND has_variants = 0
AND is_sales_item = 1
+ AND is_fixed_asset = 0
AND item_group in (SELECT name FROM `tabItem Group` WHERE lft >= {lft} AND rgt <= {rgt})
AND {condition}
ORDER BY
- idx desc
+ name asc
LIMIT
{start}, {page_length}"""
.format(
@@ -73,34 +75,16 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
fields = ["item_code", "price_list_rate", "currency"],
filters = {'price_list': price_list, 'item_code': ['in', items]})
- item_prices, bin_data = {}, {}
+ item_prices = {}
for d in item_prices_data:
item_prices[d.item_code] = d
- # prepare filter for bin query
- bin_filters = {'item_code': ['in', items]}
- if warehouse:
- bin_filters['warehouse'] = warehouse
- if display_items_in_stock:
- bin_filters['actual_qty'] = [">", 0]
-
- # query item bin
- bin_data = frappe.get_all(
- 'Bin', fields=['item_code', 'sum(actual_qty) as actual_qty'],
- filters=bin_filters, group_by='item_code'
- )
-
- # convert list of dict into dict as {item_code: actual_qty}
- bin_dict = {}
- for b in bin_data:
- bin_dict[b.get('item_code')] = b.get('actual_qty')
-
for item in items_data:
item_code = item.item_code
item_price = item_prices.get(item_code) or {}
- item_stock_qty = bin_dict.get(item_code)
+ item_stock_qty = get_stock_availability(item_code, warehouse)
- if display_items_in_stock and not item_stock_qty:
+ if not item_stock_qty:
pass
else:
row = {}
@@ -116,6 +100,13 @@ def get_items(start, page_length, price_list, item_group, search_value="", pos_p
'items': result
}
+ if len(res['items']) == 1:
+ res['items'][0].setdefault('serial_no', serial_no)
+ res['items'][0].setdefault('batch_no', batch_no)
+ res['items'][0].setdefault('barcode', barcode)
+
+ return res
+
if serial_no:
res.update({
'serial_no': serial_no
@@ -168,6 +159,7 @@ def get_item_group_condition(pos_profile):
return cond % tuple(item_groups)
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def item_group_query(doctype, txt, searchfield, start, page_len, filters):
item_groups = []
cond = "1=1"
@@ -186,6 +178,73 @@ def item_group_query(doctype, txt, searchfield, start, page_len, filters):
{'txt': '%%%s%%' % txt})
@frappe.whitelist()
-def get_pos_fields():
- return frappe.get_all("POS Field", fields=["label", "fieldname",
- "fieldtype", "default_value", "reqd", "read_only", "options"])
+def check_opening_entry(user):
+ open_vouchers = frappe.db.get_all("POS Opening Entry",
+ filters = {
+ "user": user,
+ "pos_closing_entry": ["in", ["", None]],
+ "docstatus": 1
+ },
+ fields = ["name", "company", "pos_profile", "period_start_date"],
+ order_by = "period_start_date desc"
+ )
+
+ return open_vouchers
+
+@frappe.whitelist()
+def create_opening_voucher(pos_profile, company, balance_details):
+ import json
+ balance_details = json.loads(balance_details)
+
+ new_pos_opening = frappe.get_doc({
+ 'doctype': 'POS Opening Entry',
+ "period_start_date": frappe.utils.get_datetime(),
+ "posting_date": frappe.utils.getdate(),
+ "user": frappe.session.user,
+ "pos_profile": pos_profile,
+ "company": company,
+ })
+ new_pos_opening.set("balance_details", balance_details)
+ new_pos_opening.submit()
+
+ return new_pos_opening.as_dict()
+
+@frappe.whitelist()
+def get_past_order_list(search_term, status, limit=20):
+ fields = ['name', 'grand_total', 'currency', 'customer', 'posting_time', 'posting_date']
+ invoice_list = []
+
+ if search_term and status:
+ invoices_by_customer = frappe.db.get_all('POS Invoice', filters={
+ 'customer': ['like', '%{}%'.format(search_term)],
+ 'status': status
+ }, fields=fields)
+ invoices_by_name = frappe.db.get_all('POS Invoice', filters={
+ 'name': ['like', '%{}%'.format(search_term)],
+ 'status': status
+ }, fields=fields)
+
+ invoice_list = invoices_by_customer + invoices_by_name
+ elif status:
+ invoice_list = frappe.db.get_all('POS Invoice', filters={
+ 'status': status
+ }, fields=fields)
+
+ return invoice_list
+
+@frappe.whitelist()
+def set_customer_info(fieldname, customer, value=""):
+ if fieldname == 'loyalty_program':
+ frappe.db.set_value('Customer', customer, 'loyalty_program', value)
+
+ contact = frappe.get_cached_value('Customer', customer, 'customer_primary_contact')
+
+ if contact:
+ contact_doc = frappe.get_doc('Contact', contact)
+ if fieldname == 'email_id':
+ contact_doc.set('email_ids', [{ 'email_id': value, 'is_primary': 1}])
+ frappe.db.set_value('Customer', customer, 'email_id', value)
+ elif fieldname == 'mobile_no':
+ contact_doc.set('phone_nos', [{ 'phone': value, 'is_primary_mobile_no': 1}])
+ frappe.db.set_value('Customer', customer, 'mobile_no', value)
+ contact_doc.save()
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/pos_controller.js b/erpnext/selling/page/point_of_sale/pos_controller.js
new file mode 100644
index 0000000000..ae5471b900
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_controller.js
@@ -0,0 +1,715 @@
+{% include "erpnext/selling/page/point_of_sale/onscan.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_item_selector.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_item_cart.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_item_details.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_payment.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_number_pad.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_past_order_list.js" %}
+{% include "erpnext/selling/page/point_of_sale/pos_past_order_summary.js" %}
+
+erpnext.PointOfSale.Controller = class {
+ constructor(wrapper) {
+ this.wrapper = $(wrapper).find('.layout-main-section');
+ this.page = wrapper.page;
+
+ this.load_assets();
+ }
+
+ load_assets() {
+ // after loading assets first check if opening entry has been made
+ frappe.require(['assets/erpnext/css/pos.css'], this.check_opening_entry.bind(this));
+ }
+
+ check_opening_entry() {
+ return frappe.call("erpnext.selling.page.point_of_sale.point_of_sale.check_opening_entry", { "user": frappe.session.user })
+ .then((r) => {
+ if (r.message.length) {
+ // assuming only one opening voucher is available for the current user
+ this.prepare_app_defaults(r.message[0]);
+ } else {
+ this.create_opening_voucher();
+ }
+ });
+ }
+
+ create_opening_voucher() {
+ const table_fields = [
+ { fieldname: "mode_of_payment", fieldtype: "Link", in_list_view: 1, label: "Mode of Payment", options: "Mode of Payment", reqd: 1 },
+ { fieldname: "opening_amount", fieldtype: "Currency", default: 0, in_list_view: 1, label: "Opening Amount",
+ options: "company:company_currency", reqd: 1 }
+ ];
+
+ const dialog = new frappe.ui.Dialog({
+ title: __('Create POS Opening Entry'),
+ fields: [
+ {
+ fieldtype: 'Link', label: __('Company'), default: frappe.defaults.get_default('company'),
+ options: 'Company', fieldname: 'company', reqd: 1
+ },
+ {
+ fieldtype: 'Link', label: __('POS Profile'),
+ options: 'POS Profile', fieldname: 'pos_profile', reqd: 1,
+ onchange: () => {
+ const pos_profile = dialog.fields_dict.pos_profile.get_value();
+ const company = dialog.fields_dict.company.get_value();
+ const user = frappe.session.user
+
+ if (!pos_profile || !company || !user) return;
+
+ // auto fetch last closing entry's balance details
+ frappe.db.get_list("POS Closing Entry", {
+ filters: { company, pos_profile, user },
+ limit: 1,
+ order_by: 'period_end_date desc'
+ }).then((res) => {
+ if (!res.length) return;
+ const pos_closing_entry = res[0];
+ frappe.db.get_doc("POS Closing Entry", pos_closing_entry.name).then(({ payment_reconciliation }) => {
+ dialog.fields_dict.balance_details.df.data = [];
+ payment_reconciliation.forEach(pay => {
+ const { mode_of_payment } = pay;
+ dialog.fields_dict.balance_details.df.data.push({
+ mode_of_payment: mode_of_payment
+ });
+ });
+ dialog.fields_dict.balance_details.grid.refresh();
+ });
+ });
+ }
+ },
+ {
+ fieldname: "balance_details",
+ fieldtype: "Table",
+ label: "Opening Balance Details",
+ cannot_add_rows: false,
+ in_place_edit: true,
+ reqd: 1,
+ data: [],
+ fields: table_fields
+ }
+ ],
+ primary_action: ({ company, pos_profile, balance_details }) => {
+ if (!balance_details.length) {
+ frappe.show_alert({
+ message: __("Please add Mode of payments and opening balance details."),
+ indicator: 'red'
+ })
+ frappe.utils.play_sound("error");
+ return;
+ }
+ frappe.dom.freeze();
+ return frappe.call("erpnext.selling.page.point_of_sale.point_of_sale.create_opening_voucher",
+ { pos_profile, company, balance_details })
+ .then((r) => {
+ frappe.dom.unfreeze();
+ dialog.hide();
+ if (r.message) {
+ this.prepare_app_defaults(r.message);
+ }
+ })
+ },
+ primary_action_label: __('Submit')
+ });
+ dialog.show();
+ }
+
+ prepare_app_defaults(data) {
+ this.pos_opening = data.name;
+ this.company = data.company;
+ this.pos_profile = data.pos_profile;
+ this.pos_opening_time = data.period_start_date;
+
+ frappe.db.get_value('Stock Settings', undefined, 'allow_negative_stock').then(({ message }) => {
+ this.allow_negative_stock = flt(message.allow_negative_stock) || false;
+ });
+
+ frappe.db.get_doc("POS Profile", this.pos_profile).then((profile) => {
+ this.customer_groups = profile.customer_groups.map(group => group.customer_group);
+ this.cart.make_customer_selector();
+ });
+
+ this.item_stock_map = {};
+
+ this.make_app();
+ }
+
+ set_opening_entry_status() {
+ this.page.set_title_sub(
+ `
+
+ Opened at ${moment(this.pos_opening_time).format("Do MMMM, h:mma")}
+
+ `);
+ }
+
+ make_app() {
+ return frappe.run_serially([
+ () => frappe.dom.freeze(),
+ () => {
+ this.set_opening_entry_status();
+ this.prepare_dom();
+ this.prepare_components();
+ this.prepare_menu();
+ },
+ () => this.make_new_invoice(),
+ () => frappe.dom.unfreeze(),
+ () => this.page.set_title(__('Point of Sale')),
+ ]);
+ }
+
+ prepare_dom() {
+ this.wrapper.append(`
+ `
+ );
+
+ this.$components_wrapper = this.wrapper.find('.app');
+ }
+
+ prepare_components() {
+ this.init_item_selector();
+ this.init_item_details();
+ this.init_item_cart();
+ this.init_payments();
+ this.init_recent_order_list();
+ this.init_order_summary();
+ }
+
+ prepare_menu() {
+ var me = this;
+ this.page.clear_menu();
+
+ this.page.add_menu_item(__("Form View"), function () {
+ frappe.model.sync(me.frm.doc);
+ frappe.set_route("Form", me.frm.doc.doctype, me.frm.doc.name);
+ });
+
+ this.page.add_menu_item(__("Toggle Recent Orders"), () => {
+ const show = this.recent_order_list.$component.hasClass('d-none');
+ this.toggle_recent_order_list(show);
+ });
+
+ this.page.add_menu_item(__("Save as Draft"), this.save_draft_invoice.bind(this));
+
+ frappe.ui.keys.on("ctrl+s", this.save_draft_invoice.bind(this));
+
+ this.page.add_menu_item(__('Close the POS'), this.close_pos.bind(this));
+
+ frappe.ui.keys.on("shift+ctrl+s", this.close_pos.bind(this));
+ }
+
+ save_draft_invoice() {
+ if (!this.$components_wrapper.is(":visible")) return;
+
+ if (this.frm.doc.items.length == 0) {
+ frappe.show_alert({
+ message:__("You must add atleast one item to save it as draft."),
+ indicator:'red'
+ });
+ frappe.utils.play_sound("error");
+ return;
+ }
+
+ this.frm.save(undefined, undefined, undefined, () => {
+ frappe.show_alert({
+ message:__("There was an error saving the document."),
+ indicator:'red'
+ });
+ frappe.utils.play_sound("error");
+ }).then(() => {
+ frappe.run_serially([
+ () => frappe.dom.freeze(),
+ () => this.make_new_invoice(),
+ () => frappe.dom.unfreeze(),
+ ]);
+ })
+ }
+
+ close_pos() {
+ if (!this.$components_wrapper.is(":visible")) return;
+
+ let voucher = frappe.model.get_new_doc('POS Closing Entry');
+ voucher.pos_profile = this.frm.doc.pos_profile;
+ voucher.user = frappe.session.user;
+ voucher.company = this.frm.doc.company;
+ voucher.pos_opening_entry = this.pos_opening;
+ voucher.period_end_date = frappe.datetime.now_datetime();
+ voucher.posting_date = frappe.datetime.now_date();
+ frappe.set_route('Form', 'POS Closing Entry', voucher.name);
+ }
+
+ init_item_selector() {
+ this.item_selector = new erpnext.PointOfSale.ItemSelector({
+ wrapper: this.$components_wrapper,
+ pos_profile: this.pos_profile,
+ events: {
+ item_selected: args => this.on_cart_update(args),
+
+ get_frm: () => this.frm || {},
+
+ get_allowed_item_group: () => this.item_groups
+ }
+ })
+ }
+
+ init_item_cart() {
+ this.cart = new erpnext.PointOfSale.ItemCart({
+ wrapper: this.$components_wrapper,
+ events: {
+ get_frm: () => this.frm,
+
+ cart_item_clicked: (item_code, batch_no, uom) => {
+ const item_row = this.frm.doc.items.find(
+ i => i.item_code === item_code
+ && i.uom === uom
+ && (!batch_no || (batch_no && i.batch_no === batch_no))
+ );
+ this.item_details.toggle_item_details_section(item_row);
+ },
+
+ numpad_event: (value, action) => this.update_item_field(value, action),
+
+ checkout: () => this.payment.checkout(),
+
+ edit_cart: () => this.payment.edit_cart(),
+
+ customer_details_updated: (details) => {
+ this.customer_details = details;
+ // will add/remove LP payment method
+ this.payment.render_loyalty_points_payment_mode();
+ },
+
+ get_allowed_customer_group: () => this.customer_groups
+ }
+ })
+ }
+
+ init_item_details() {
+ this.item_details = new erpnext.PointOfSale.ItemDetails({
+ wrapper: this.$components_wrapper,
+ events: {
+ get_frm: () => this.frm,
+
+ toggle_item_selector: (minimize) => {
+ this.item_selector.resize_selector(minimize);
+ this.cart.toggle_numpad(minimize);
+ },
+
+ form_updated: async (cdt, cdn, fieldname, value) => {
+ const item_row = frappe.model.get_doc(cdt, cdn);
+ if (item_row && item_row[fieldname] != value) {
+
+ if (fieldname === 'qty' && flt(value) == 0) {
+ this.remove_item_from_cart();
+ return;
+ }
+
+ const { item_code, batch_no, uom } = this.item_details.current_item;
+ const event = {
+ field: fieldname,
+ value,
+ item: { item_code, batch_no, uom }
+ }
+ return this.on_cart_update(event)
+ }
+ },
+
+ item_field_focused: (fieldname) => {
+ this.cart.toggle_numpad_field_edit(fieldname);
+ },
+ set_value_in_current_cart_item: (selector, value) => {
+ this.cart.update_selector_value_in_cart_item(selector, value, this.item_details.current_item);
+ },
+ clone_new_batch_item_in_frm: (batch_serial_map, current_item) => {
+ // called if serial nos are 'auto_selected' and if those serial nos belongs to multiple batches
+ // for each unique batch new item row is added in the form & cart
+ Object.keys(batch_serial_map).forEach(batch => {
+ const { item_code, batch_no } = current_item;
+ const item_to_clone = this.frm.doc.items.find(i => i.item_code === item_code && i.batch_no === batch_no);
+ const new_row = this.frm.add_child("items", { ...item_to_clone });
+ // update new serialno and batch
+ new_row.batch_no = batch;
+ new_row.serial_no = batch_serial_map[batch].join(`\n`);
+ new_row.qty = batch_serial_map[batch].length;
+ this.frm.doc.items.forEach(row => {
+ if (item_code === row.item_code) {
+ this.update_cart_html(row);
+ }
+ });
+ })
+ },
+ remove_item_from_cart: () => this.remove_item_from_cart(),
+ get_item_stock_map: () => this.item_stock_map,
+ close_item_details: () => {
+ this.item_details.toggle_item_details_section(undefined);
+ this.cart.prev_action = undefined;
+ this.cart.toggle_item_highlight();
+ },
+ get_available_stock: (item_code, warehouse) => this.get_available_stock(item_code, warehouse)
+ }
+ });
+ }
+
+ init_payments() {
+ this.payment = new erpnext.PointOfSale.Payment({
+ wrapper: this.$components_wrapper,
+ events: {
+ get_frm: () => this.frm || {},
+
+ get_customer_details: () => this.customer_details || {},
+
+ toggle_other_sections: (show) => {
+ if (show) {
+ this.item_details.$component.hasClass('d-none') ? '' : this.item_details.$component.addClass('d-none');
+ this.item_selector.$component.addClass('d-none');
+ } else {
+ this.item_selector.$component.removeClass('d-none');
+ }
+ },
+
+ submit_invoice: () => {
+ this.frm.savesubmit()
+ .then((r) => {
+ // this.set_invoice_status();
+ this.toggle_components(false);
+ this.order_summary.toggle_component(true);
+ this.order_summary.load_summary_of(this.frm.doc, true);
+ frappe.show_alert({
+ indicator: 'green',
+ message: __(`POS invoice ${r.doc.name} created succesfully`)
+ });
+ });
+ }
+ }
+ });
+ }
+
+ init_recent_order_list() {
+ this.recent_order_list = new erpnext.PointOfSale.PastOrderList({
+ wrapper: this.$components_wrapper,
+ events: {
+ open_invoice_data: (name) => {
+ frappe.db.get_doc('POS Invoice', name).then((doc) => {
+ this.order_summary.load_summary_of(doc);
+ });
+ },
+ reset_summary: () => this.order_summary.show_summary_placeholder()
+ }
+ })
+ }
+
+ init_order_summary() {
+ this.order_summary = new erpnext.PointOfSale.PastOrderSummary({
+ wrapper: this.$components_wrapper,
+ events: {
+ get_frm: () => this.frm,
+
+ process_return: (name) => {
+ this.recent_order_list.toggle_component(false);
+ frappe.db.get_doc('POS Invoice', name).then((doc) => {
+ frappe.run_serially([
+ () => this.make_return_invoice(doc),
+ () => this.cart.load_invoice(),
+ () => this.item_selector.toggle_component(true)
+ ]);
+ });
+ },
+ edit_order: (name) => {
+ this.recent_order_list.toggle_component(false);
+ frappe.run_serially([
+ () => this.frm.refresh(name),
+ () => this.cart.load_invoice(),
+ () => this.item_selector.toggle_component(true)
+ ]);
+ },
+ new_order: () => {
+ frappe.run_serially([
+ () => frappe.dom.freeze(),
+ () => this.make_new_invoice(),
+ () => this.item_selector.toggle_component(true),
+ () => frappe.dom.unfreeze(),
+ ]);
+ }
+ }
+ })
+ }
+
+
+
+ toggle_recent_order_list(show) {
+ this.toggle_components(!show);
+ this.recent_order_list.toggle_component(show);
+ this.order_summary.toggle_component(show);
+ }
+
+ toggle_components(show) {
+ this.cart.toggle_component(show);
+ this.item_selector.toggle_component(show);
+
+ // do not show item details or payment if recent order is toggled off
+ !show ? (this.item_details.toggle_component(false) || this.payment.toggle_component(false)) : '';
+ }
+
+ make_new_invoice() {
+ return frappe.run_serially([
+ () => this.make_sales_invoice_frm(),
+ () => this.set_pos_profile_data(),
+ () => this.set_pos_profile_status(),
+ () => this.cart.load_invoice(),
+ ]);
+ }
+
+ make_sales_invoice_frm() {
+ const doctype = 'POS Invoice';
+ return new Promise(resolve => {
+ if (this.frm) {
+ this.frm = this.get_new_frm(this.frm);
+ this.frm.doc.items = [];
+ this.frm.doc.is_pos = 1
+ resolve();
+ } else {
+ frappe.model.with_doctype(doctype, () => {
+ this.frm = this.get_new_frm();
+ this.frm.doc.items = [];
+ this.frm.doc.is_pos = 1
+ resolve();
+ });
+ }
+ });
+ }
+
+ get_new_frm(_frm) {
+ const doctype = 'POS Invoice';
+ const page = $('
-
- `);
-
-
- this.$cart_items = this.wrapper.find('.cart-items');
- this.$empty_state = this.wrapper.find('.cart-items .empty-state');
- this.$taxes_and_totals = this.wrapper.find('.taxes-and-totals');
- this.$discount_amount = this.wrapper.find('.discount-amount');
- this.$grand_total = this.wrapper.find('.grand-total');
- this.$qty_total = this.wrapper.find('.quantity-total');
- // this.$loyalty_button = this.wrapper.find('.loyalty-button');
-
- // this.$loyalty_button.on('click', () => {
- // this.loyalty_button.show();
- // })
-
- this.toggle_taxes_and_totals(false);
- this.$grand_total.on('click', () => {
- this.toggle_taxes_and_totals();
- });
- }
-
- reset() {
- this.$cart_items.find('.list-item').remove();
- this.$empty_state.show();
- this.$taxes_and_totals.html(this.get_taxes_and_totals());
- this.numpad && this.numpad.reset_value();
- this.customer_field.set_value("");
- this.frm.msgbox = "";
-
- let total_item_qty = 0.0;
- this.frm.set_value("pos_total_qty",total_item_qty);
-
- this.$discount_amount.find('input:text').val('');
- this.wrapper.find('.grand-total-value').text(
- format_currency(this.frm.doc.grand_total, this.frm.currency));
- this.wrapper.find('.rounded-total-value').text(
- format_currency(this.frm.doc.rounded_total, this.frm.currency));
- this.$qty_total.find(".quantity-total").text(total_item_qty);
-
- const customer = this.frm.doc.customer;
- this.customer_field.set_value(customer);
-
- if (this.numpad) {
- const disable_btns = this.disable_numpad_control()
- const enable_btns = [__('Rate'), __('Disc')]
-
- if (disable_btns) {
- enable_btns.filter(btn => !disable_btns.includes(btn))
- }
-
- this.numpad.enable_buttons(enable_btns);
- }
- }
-
- reset_pos_field_value() {
- let value = '';
- if (this.custom_pos_fields) {
- this.custom_pos_fields.forEach(r => {
- value = this.frm.doc[r.fieldname] || r.default_value || '';
-
- if (this.fields) {
- this.fields[r.fieldname].set_value(value);
- }
- })
- }
-
- this.wrapper.find('.pos-fields').toggle(false);
- this.wrapper.find('.pos-fields-octicon').toggle(true);
- }
-
- get_grand_total() {
- let total = this.get_total_template('Grand Total', 'grand-total-value');
-
- if (!cint(frappe.sys_defaults.disable_rounded_total)) {
- total += this.get_total_template('Rounded Total', 'rounded-total-value');
- }
-
- return total;
- }
-
- get_item_qty_total() {
- let total = this.get_total_template('Total Qty', 'quantity-total');
- return total;
- }
-
- get_total_template(label, class_name) {
- return `
-
-
-
-
-
-
-
-
-
- ${__('Item Name')}
- ${__('Quantity')}
- ${__('Discount')}
- ${__('Rate')}
-
-
-
- ${__('No Items added to cart')}
-
-
- ${this.get_taxes_and_totals()}
-
- `+
- (!this.frm.allow_edit_discount ? `` : `${this.get_discount_amount()}`)+
- `
-
- ${this.get_grand_total()}
-
-
- ${this.get_item_qty_total()}
-
-
-
-
-
-
-
-
-
- `;
- }
-
- get_discount_amount() {
- const get_currency_symbol = window.get_currency_symbol;
-
- return `
- ${__(label)}
- 0.00
-
-
- `;
- }
-
- get_taxes_and_totals() {
- return `
- ${__('Discount')}
-
-
-
-
-
-
- ${__('Net Total')}
- 0.00
-
-
- `;
- }
-
- toggle_taxes_and_totals(flag) {
- if (flag !== undefined) {
- this.tax_area_is_shown = flag;
- } else {
- this.tax_area_is_shown = !this.tax_area_is_shown;
- }
-
- this.$taxes_and_totals.toggle(this.tax_area_is_shown);
- this.$discount_amount.toggle(this.tax_area_is_shown);
- }
-
- update_taxes_and_totals() {
- if (!this.frm.doc.taxes) { return; }
-
- const currency = this.frm.doc.currency;
- this.frm.refresh_field('taxes');
-
- // Update totals
- this.$taxes_and_totals.find('.net-total')
- .html(format_currency(this.frm.doc.total, currency));
-
- // Update taxes
- const taxes_html = this.frm.doc.taxes.map(tax => {
- return `
- ${__('Taxes')}
- 0.00
-
- ${tax.description}
-
- ${format_currency(tax.tax_amount, currency)}
-
-
- `;
- }).join("");
- this.$taxes_and_totals.find('.taxes').html(taxes_html);
- }
-
- update_grand_total() {
- this.$grand_total.find('.grand-total-value').text(
- format_currency(this.frm.doc.grand_total, this.frm.currency)
- );
-
- this.$grand_total.find('.rounded-total-value').text(
- format_currency(this.frm.doc.rounded_total, this.frm.currency)
- );
- }
-
- update_qty_total() {
- var total_item_qty = 0;
- $.each(this.frm.doc["items"] || [], function (i, d) {
- if (d.qty > 0) {
- total_item_qty += d.qty;
- }
- });
- this.$qty_total.find('.quantity-total').text(total_item_qty);
- this.frm.set_value("pos_total_qty",total_item_qty);
- }
-
- make_customer_field() {
- this.customer_field = frappe.ui.form.make_control({
- df: {
- fieldtype: 'Link',
- label: 'Customer',
- fieldname: 'customer',
- options: 'Customer',
- reqd: 1,
- get_query: function() {
- return {
- query: 'erpnext.controllers.queries.customer_query'
- }
- },
- onchange: () => {
- this.events.on_customer_change(this.customer_field.get_value());
- this.events.get_loyalty_details();
- }
- },
- parent: this.wrapper.find('.customer-field'),
- render_input: true
- });
-
- this.customer_field.set_value(this.frm.doc.customer);
- }
-
- make_pos_fields() {
- const me = this;
-
- this.fields = {};
- this.wrapper.find('.pos-fields-octicon, .more-fields-section').click(() => {
- this.wrapper.find('.pos-fields').toggle();
- this.wrapper.find('.pos-fields-octicon').toggleClass('octicon-chevron-down').toggleClass('octicon-chevron-up');
- });
- this.wrapper.find('.pos-fields').toggle(false);
-
- return new Promise(res => {
- frappe.call({
- method: "erpnext.selling.page.point_of_sale.point_of_sale.get_pos_fields",
- freeze: true,
- }).then(r => {
- if(r.message.length) {
- this.wrapper.find('.pos-field-section').css('display','block');
- this.custom_pos_fields = r.message;
- if (r.message.length < 3) {
- this.wrapper.find('.pos-fields').toggle(true);
- this.wrapper.find('.pos-fields-octicon').toggleClass('octicon-chevron-down').toggleClass('octicon-chevron-up');
- }
-
- r.message.forEach(field => {
- this.fields[field.fieldname] = frappe.ui.form.make_control({
- df: {
- fieldtype: field.fieldtype,
- label: field.label,
- fieldname: field.fieldname,
- options: field.options,
- reqd: field.reqd || 0,
- read_only: field.read_only || 0,
- default: field.default_value,
- onchange: function() {
- if (this.value) {
- me.frm.set_value(this.df.fieldname, this.value);
- }
- },
- get_query: () => {
- return this.get_query_for_pos_fields(field.fieldname)
- },
- },
- parent: this.wrapper.find('.pos-fields'),
- render_input: true
- });
-
- if (this.frm.doc[field.fieldname]) {
- this.fields[field.fieldname].set_value(this.frm.doc[field.fieldname]);
- }
- });
- }
- });
- });
- }
-
- get_query_for_pos_fields(field) {
- if (this.frm.fields_dict && this.frm.fields_dict[field]
- && this.frm.fields_dict[field].get_query) {
- return this.frm.fields_dict[field].get_query(this.frm.doc);
- }
- }
-
- make_loyalty_points() {
- this.available_loyalty_points = frappe.ui.form.make_control({
- df: {
- fieldtype: 'Int',
- label: 'Available Loyalty Points',
- read_only: 1,
- fieldname: 'available_loyalty_points'
- },
- parent: this.wrapper.find('.loyalty-program-field')
- });
- this.available_loyalty_points.set_value(this.frm.doc.loyalty_points);
- }
-
-
- disable_numpad_control() {
- let disabled_btns = [];
- if(!this.frm.allow_edit_rate) {
- disabled_btns.push(__('Rate'));
- }
- if(!this.frm.allow_edit_discount) {
- disabled_btns.push(__('Disc'));
- }
- return disabled_btns;
- }
-
-
- make_numpad() {
-
- var pay_class = {}
- pay_class[__('Pay')]='brand-primary'
- this.numpad = new NumberPad({
- button_array: [
- [1, 2, 3, Qty],
- [4, 5, 6, Disc],
- [7, 8, 9, Rate],
- [Del, 0, '.', Pay]
- ],
- add_class: pay_class,
- disable_highlight: [Qty, Disc, Rate, Pay],
- reset_btns: [Qty, Disc, Rate, Pay],
- del_btn: Del,
- disable_btns: this.disable_numpad_control(),
- wrapper: this.wrapper.find('.number-pad-container'),
- onclick: (btn_value) => {
- // on click
-
- if (!this.selected_item && btn_value !== Pay) {
- frappe.show_alert({
- indicator: 'red',
- message: __('Please select an item in the cart')
- });
- return;
- }
- if ([Qty, Disc, Rate].includes(btn_value)) {
- this.set_input_active(btn_value);
- } else if (btn_value !== Pay) {
- if (!this.selected_item.active_field) {
- frappe.show_alert({
- indicator: 'red',
- message: __('Please select a field to edit from numpad')
- });
- return;
- }
-
- if (this.selected_item.active_field == 'discount_percentage' && this.numpad.get_value() > cint(100)) {
- frappe.show_alert({
- indicator: 'red',
- message: __('Discount amount cannot be greater than 100%')
- });
- this.numpad.reset_value();
- } else {
- const item_code = unescape(this.selected_item.attr('data-item-code'));
- const batch_no = this.selected_item.attr('data-batch-no');
- const field = this.selected_item.active_field;
- const value = this.numpad.get_value();
-
- this.events.on_field_change(item_code, field, value, batch_no);
- }
- }
-
- this.events.on_numpad(btn_value);
- }
- });
- }
-
- set_input_active(btn_value) {
- this.selected_item.removeClass('qty disc rate');
-
- this.numpad.set_active(btn_value);
- if (btn_value === Qty) {
- this.selected_item.addClass('qty');
- this.selected_item.active_field = 'qty';
- } else if (btn_value == Disc) {
- this.selected_item.addClass('disc');
- this.selected_item.active_field = 'discount_percentage';
- } else if (btn_value == Rate) {
- this.selected_item.addClass('rate');
- this.selected_item.active_field = 'rate';
- }
- }
-
- add_item(item) {
- this.$empty_state.hide();
-
- if (this.exists(item.item_code, item.batch_no)) {
- // update quantity
- this.update_item(item);
- } else if (flt(item.qty) > 0.0) {
- // add to cart
- const $item = $(this.get_item_html(item));
- $item.appendTo(this.$cart_items);
- }
- this.highlight_item(item.item_code);
- }
-
- update_item(item) {
- const item_selector = item.batch_no ?
- `[data-batch-no="${item.batch_no}"]` : `[data-item-code="${escape(item.item_code)}"]`;
-
- const $item = this.$cart_items.find(item_selector);
-
- if(item.qty > 0) {
- const is_stock_item = this.get_item_details(item.item_code).is_stock_item;
- const indicator_class = (!is_stock_item || item.actual_qty >= item.qty) ? 'green' : 'red';
- const remove_class = indicator_class == 'green' ? 'red' : 'green';
-
- $item.find('.quantity input').val(item.qty);
- $item.find('.discount').text(item.discount_percentage + '%');
- $item.find('.rate').text(format_currency(item.rate, this.frm.doc.currency));
- $item.addClass(indicator_class);
- $item.removeClass(remove_class);
- } else {
- $item.remove();
- }
- }
-
- get_item_html(item) {
- const is_stock_item = this.get_item_details(item.item_code).is_stock_item;
- const rate = format_currency(item.rate, this.frm.doc.currency);
- const indicator_class = (!is_stock_item || item.actual_qty >= item.qty) ? 'green' : 'red';
- const batch_no = item.batch_no || '';
-
- return `
-
-
- `;
-
- function get_quantity_html(value) {
- return `
-
- ${item.item_name}
-
-
- ${get_quantity_html(item.qty)}
-
-
- ${item.discount_percentage}%
-
-
- ${rate}
-
-
-
-
-
-
-
-
-
-
-
-
- `;
- }
- }
-
- get_item_details(item_code) {
- if (!this.item_data[item_code]) {
- this.item_data[item_code] = this.events.get_item_details(item_code);
- }
-
- return this.item_data[item_code];
- }
-
- exists(item_code, batch_no) {
- const is_exists = batch_no ?
- `[data-batch-no="${batch_no}"]` : `[data-item-code="${escape(item_code)}"]`;
-
- let $item = this.$cart_items.find(is_exists);
-
- return $item.length > 0;
- }
-
- highlight_item(item_code) {
- const $item = this.$cart_items.find(`[data-item-code="${escape(item_code)}"]`);
- $item.addClass('highlight');
- setTimeout(() => $item.removeClass('highlight'), 1000);
- }
-
- scroll_to_item(item_code) {
- const $item = this.$cart_items.find(`[data-item-code="${escape(item_code)}"]`);
- if ($item.length === 0) return;
- const scrollTop = $item.offset().top - this.$cart_items.offset().top + this.$cart_items.scrollTop();
- this.$cart_items.animate({ scrollTop });
- }
-
- bind_events() {
- const me = this;
- const events = this.events;
-
- // quantity change
- this.$cart_items.on('click',
- '[data-action="increment"], [data-action="decrement"]', function() {
- const $btn = $(this);
- const $item = $btn.closest('.list-item[data-item-code]');
- const item_code = unescape($item.attr('data-item-code'));
- const action = $btn.attr('data-action');
-
- if(action === 'increment') {
- events.on_field_change(item_code, 'qty', '+1');
- } else if(action === 'decrement') {
- events.on_field_change(item_code, 'qty', '-1');
- }
- });
-
- this.$cart_items.on('change', '.quantity input', function() {
- const $input = $(this);
- const $item = $input.closest('.list-item[data-item-code]');
- const item_code = unescape($item.attr('data-item-code'));
- events.on_field_change(item_code, 'qty', flt($input.val()));
- });
-
- // current item
- this.$cart_items.on('click', '.list-item', function() {
- me.set_selected_item($(this));
- });
-
- this.wrapper.find('.additional_discount_percentage').on('change', (e) => {
- const discount_percentage = flt(e.target.value,
- precision("additional_discount_percentage"));
-
- frappe.model.set_value(this.frm.doctype, this.frm.docname,
- 'additional_discount_percentage', discount_percentage)
- .then(() => {
- let discount_wrapper = this.wrapper.find('.discount_amount');
- discount_wrapper.val(flt(this.frm.doc.discount_amount,
- precision('discount_amount')));
- discount_wrapper.trigger('change');
- });
- });
-
- this.wrapper.find('.discount_amount').on('change', (e) => {
- const discount_amount = flt(e.target.value, precision('discount_amount'));
- frappe.model.set_value(this.frm.doctype, this.frm.docname,
- 'discount_amount', discount_amount);
- this.frm.trigger('discount_amount')
- .then(() => {
- this.update_discount_fields();
- this.update_taxes_and_totals();
- this.update_grand_total();
- });
- });
- }
-
- update_discount_fields() {
- let discount_wrapper = this.wrapper.find('.additional_discount_percentage');
- let discount_amt_wrapper = this.wrapper.find('.discount_amount');
- discount_wrapper.val(flt(this.frm.doc.additional_discount_percentage,
- precision('additional_discount_percentage')));
- discount_amt_wrapper.val(flt(this.frm.doc.discount_amount,
- precision('discount_amount')));
- }
-
- set_selected_item($item) {
- this.selected_item = $item;
- this.$cart_items.find('.list-item').removeClass('current-item qty disc rate');
- this.selected_item.addClass('current-item');
- this.events.on_select_change();
- }
-
- unselect_all() {
- this.$cart_items.find('.list-item').removeClass('current-item qty disc rate');
- this.selected_item = null;
- this.events.on_select_change();
- }
-}
-
-class POSItems {
- constructor({wrapper, frm, events}) {
- this.wrapper = wrapper;
- this.frm = frm;
- this.items = {};
- this.events = events;
- this.currency = this.frm.doc.currency;
-
- frappe.db.get_value("Item Group", {lft: 1, is_group: 1}, "name", (r) => {
- this.parent_item_group = r.name;
- this.make_dom();
- this.make_fields();
-
- this.init_clusterize();
- this.bind_events();
- this.load_items_data();
- })
- }
-
- load_items_data() {
- // bootstrap with 20 items
- this.get_items()
- .then(({ items }) => {
- this.all_items = items;
- this.items = items;
- this.render_items(items);
- });
- }
-
- reset_items() {
- this.wrapper.find('.pos-items').empty();
- this.init_clusterize();
- this.load_items_data();
- }
-
- make_dom() {
- this.wrapper.html(`
-
-
-
-
-
-
-
-
- `);
-
- this.items_wrapper = this.wrapper.find('.items-wrapper');
- this.items_wrapper.append(`
-
-
- `);
- }
-
- make_fields() {
- // Search field
- const me = this;
- this.search_field = frappe.ui.form.make_control({
- df: {
- fieldtype: 'Data',
- label: __('Search Item (Ctrl + i)'),
- placeholder: __('Search by item code, serial number, batch no or barcode')
- },
- parent: this.wrapper.find('.search-field'),
- render_input: true,
- });
-
- frappe.ui.keys.on('ctrl+i', () => {
- this.search_field.set_focus();
- });
-
- this.search_field.$input.on('input', (e) => {
- clearTimeout(this.last_search);
- this.last_search = setTimeout(() => {
- const search_term = e.target.value;
- const item_group = this.item_group_field ?
- this.item_group_field.get_value() : '';
-
- this.filter_items({ search_term:search_term, item_group: item_group});
- }, 300);
- });
-
- this.item_group_field = frappe.ui.form.make_control({
- df: {
- fieldtype: 'Link',
- label: 'Item Group',
- options: 'Item Group',
- default: me.parent_item_group,
- onchange: () => {
- const item_group = this.item_group_field.get_value();
- if (item_group) {
- this.filter_items({ item_group: item_group });
- }
- },
- get_query: () => {
- return {
- query: 'erpnext.selling.page.point_of_sale.point_of_sale.item_group_query',
- filters: {
- pos_profile: this.frm.doc.pos_profile
- }
- };
- }
- },
- parent: this.wrapper.find('.item-group-field'),
- render_input: true
- });
- }
-
- init_clusterize() {
- this.clusterize = new Clusterize({
- scrollElem: this.wrapper.find('.pos-items-wrapper')[0],
- contentElem: this.wrapper.find('.pos-items')[0],
- rows_in_block: 6
- });
- }
-
- render_items(items) {
- let _items = items || this.items;
-
- const all_items = Object.values(_items).map(item => this.get_item_html(item));
- let row_items = [];
-
- const row_container = '
-
- ';
- let curr_row = row_container;
-
- for (let i=0; i < all_items.length; i++) {
- // wrap 4 items in a div to emulate
- // a row for clusterize
- if(i % 4 === 0 && i !== 0) {
- curr_row += '
';
- row_items.push(curr_row);
- curr_row = row_container;
- }
- curr_row += all_items[i];
-
- if(i == all_items.length - 1) {
- row_items.push(curr_row);
- }
- }
-
- this.clusterize.update(row_items);
- }
-
- filter_items({ search_term='', item_group=this.parent_item_group }={}) {
- if (search_term) {
- search_term = search_term.toLowerCase();
-
- // memoize
- this.search_index = this.search_index || {};
- if (this.search_index[search_term]) {
- const items = this.search_index[search_term];
- this.items = items;
- this.render_items(items);
- this.set_item_in_the_cart(items);
- return;
- }
- } else if (item_group == this.parent_item_group) {
- this.items = this.all_items;
- return this.render_items(this.all_items);
- }
-
- this.get_items({search_value: search_term, item_group })
- .then(({ items, serial_no, batch_no, barcode }) => {
- if (search_term && !barcode) {
- this.search_index[search_term] = items;
- }
-
- this.items = items;
- this.render_items(items);
- this.set_item_in_the_cart(items, serial_no, batch_no, barcode);
- });
- }
-
- set_item_in_the_cart(items, serial_no, batch_no, barcode) {
- if (serial_no) {
- this.events.update_cart(items[0].item_code,
- 'serial_no', serial_no);
- this.reset_search_field();
- return;
- }
-
- if (batch_no) {
- this.events.update_cart(items[0].item_code,
- 'batch_no', batch_no);
- this.reset_search_field();
- return;
- }
-
- if (items.length === 1 && (serial_no || batch_no || barcode)) {
- this.events.update_cart(items[0].item_code,
- 'qty', '+1');
- this.reset_search_field();
- }
- }
-
- reset_search_field() {
- this.search_field.set_value('');
- this.search_field.$input.trigger("input");
- }
-
- bind_events() {
- var me = this;
- this.wrapper.on('click', '.pos-item-wrapper', function() {
- const $item = $(this);
- const item_code = unescape($item.attr('data-item-code'));
- me.events.update_cart(item_code, 'qty', '+1');
- });
- }
-
- get(item_code) {
- let item = {};
- this.items.map(data => {
- if (data.item_code === item_code) {
- item = data;
- }
- })
-
- return item
- }
-
- get_all() {
- return this.items;
- }
-
- get_item_html(item) {
- const price_list_rate = format_currency(item.price_list_rate, this.currency);
- const { item_code, item_name, item_image} = item;
- const item_title = item_name || item_code;
-
- const template = `
-
-
- `;
-
- return template;
- }
-
- get_items({start = 0, page_length = 40, search_value='', item_group=this.parent_item_group}={}) {
- const price_list = this.frm.doc.selling_price_list;
- return new Promise(res => {
- 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: this.frm.doc.pos_profile
- }
- }).then(r => {
- // const { items, serial_no, batch_no } = r.message;
-
- // this.serial_no = serial_no || "";
- res(r.message);
- });
- });
- }
-}
-
-class NumberPad {
- constructor({
- wrapper, onclick, button_array,
- add_class={}, disable_highlight=[],
- reset_btns=[], del_btn='', disable_btns
- }) {
- this.wrapper = wrapper;
- this.onclick = onclick;
- this.button_array = button_array;
- this.add_class = add_class;
- this.disable_highlight = disable_highlight;
- this.reset_btns = reset_btns;
- this.del_btn = del_btn;
- this.disable_btns = disable_btns || [];
- this.make_dom();
- this.bind_events();
- this.value = '';
- }
-
- make_dom() {
- if (!this.button_array) {
- this.button_array = [
- [1, 2, 3],
- [4, 5, 6],
- [7, 8, 9],
- ['', 0, '']
- ];
- }
-
- this.wrapper.html(`
-
-
-
-
-
- ${this.button_array.map(get_row).join("")}
-
- `);
-
- function get_row(row) {
- return '' + row.map(get_col).join("") + '
';
- }
-
- function get_col(col) {
- return `${col}
');
+ const frm = _frm || new frappe.ui.form.Form(doctype, page, false);
+ const name = frappe.model.make_new_doc_and_get_name(doctype, true);
+ frm.refresh(name);
+
+ return frm;
+ }
+
+ async make_return_invoice(doc) {
+ frappe.dom.freeze();
+ this.frm = this.get_new_frm(this.frm);
+ this.frm.doc.items = [];
+ const res = await frappe.call({
+ method: "erpnext.accounts.doctype.pos_invoice.pos_invoice.make_sales_return",
+ args: {
+ 'source_name': doc.name,
+ 'target_doc': this.frm.doc
+ }
+ });
+ frappe.model.sync(res.message);
+ await this.set_pos_profile_data();
+ frappe.dom.unfreeze();
+ }
+
+ set_pos_profile_data() {
+ if (this.company && !this.frm.doc.company) this.frm.doc.company = this.company;
+ if (this.pos_profile && !this.frm.doc.pos_profile) this.frm.doc.pos_profile = this.pos_profile;
+ if (!this.frm.doc.company) return;
+
+ return new Promise(resolve => {
+ return this.frm.call({
+ doc: this.frm.doc,
+ method: "set_missing_values",
+ }).then((r) => {
+ if(!r.exc) {
+ if (!this.frm.doc.pos_profile) {
+ frappe.dom.unfreeze();
+ this.raise_exception_for_pos_profile();
+ }
+ this.frm.trigger("update_stock");
+ this.frm.trigger('calculate_taxes_and_totals');
+ if(this.frm.doc.taxes_and_charges) this.frm.script_manager.trigger("taxes_and_charges");
+ frappe.model.set_default_values(this.frm.doc);
+ if (r.message) {
+ this.frm.pos_print_format = r.message.print_format || "";
+ this.frm.meta.default_print_format = r.message.print_format || "";
+ this.frm.allow_edit_rate = r.message.allow_edit_rate;
+ this.frm.allow_edit_discount = r.message.allow_edit_discount;
+ this.frm.doc.campaign = r.message.campaign;
+ }
+ }
+ resolve();
+ });
+ });
+ }
+
+ raise_exception_for_pos_profile() {
+ setTimeout(() => frappe.set_route('List', 'POS Profile'), 2000);
+ frappe.throw(__("POS Profile is required to use Point-of-Sale"));
+ }
+
+ set_invoice_status() {
+ const [status, indicator] = frappe.listview_settings["POS Invoice"].get_indicator(this.frm.doc);
+ this.page.set_indicator(__(`${status}`), indicator);
+ }
+
+ set_pos_profile_status() {
+ this.page.set_indicator(__(`${this.pos_profile}`), "blue");
+ }
+
+ async on_cart_update(args) {
+ frappe.dom.freeze();
+ try {
+ let { field, value, item } = args;
+ const { item_code, batch_no, serial_no, uom } = item;
+ let item_row = this.get_item_from_frm(item_code, batch_no, uom);
+
+ const item_selected_from_selector = field === 'qty' && value === "+1"
+
+ if (item_row) {
+ item_selected_from_selector && (value = item_row.qty + flt(value))
+
+ field === 'qty' && (value = flt(value));
+
+ if (field === 'qty' && value > 0 && !this.allow_negative_stock)
+ await this.check_stock_availability(item_row, value, this.frm.doc.set_warehouse);
+
+ if (this.is_current_item_being_edited(item_row) || item_selected_from_selector) {
+ await frappe.model.set_value(item_row.doctype, item_row.name, field, value);
+ this.update_cart_html(item_row);
+ }
+
+ } else {
+ if (!this.frm.doc.customer) {
+ frappe.dom.unfreeze();
+ frappe.show_alert({
+ message: __('You must select a customer before adding an item.'),
+ indicator: 'orange'
+ });
+ frappe.utils.play_sound("error");
+ return;
+ }
+ item_selected_from_selector && (value = flt(value))
+
+ const args = { item_code, batch_no, [field]: value };
+
+ if (serial_no) args['serial_no'] = serial_no;
+
+ if (field === 'serial_no') args['qty'] = value.split(`\n`).length || 0;
+
+ item_row = this.frm.add_child('items', args);
+
+ if (field === 'qty' && value !== 0 && !this.allow_negative_stock)
+ 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);
+ }
+ } catch (error) {
+ console.log(error);
+ } finally {
+ frappe.dom.unfreeze();
+ }
+ }
+
+ get_item_from_frm(item_code, batch_no, uom) {
+ 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)
+ );
+ }
+
+ edit_item_details_of(item_row) {
+ this.item_details.toggle_item_details_section(item_row);
+ }
+
+ is_current_item_being_edited(item_row) {
+ const { item_code, batch_no } = this.item_details.current_item;
+
+ return item_code !== item_row.item_code || batch_no != item_row.batch_no ? false : true;
+ }
+
+ update_cart_html(item_row, remove_item) {
+ this.cart.update_item_html(item_row, remove_item);
+ this.cart.update_totals_section(this.frm);
+ }
+
+ check_serial_batch_selection_needed(item_row) {
+ // right now item details is shown for every type of item.
+ // if item details is not shown for every item then this fn will be needed
+ const serialized = item_row.has_serial_no;
+ const batched = item_row.has_batch_no;
+ const no_serial_selected = !item_row.serial_no;
+ const no_batch_selected = !item_row.batch_no;
+
+ if ((serialized && no_serial_selected) || (batched && no_batch_selected) ||
+ (serialized && batched && (no_batch_selected || no_serial_selected))) {
+ return true;
+ }
+ return false;
+ }
+
+ async trigger_new_item_events(item_row) {
+ await this.frm.script_manager.trigger('item_code', item_row.doctype, item_row.name)
+ await this.frm.script_manager.trigger('qty', item_row.doctype, item_row.name)
+ }
+
+ async check_stock_availability(item_row, qty_needed, warehouse) {
+ const available_qty = (await this.get_available_stock(item_row.item_code, warehouse)).message;
+
+ frappe.dom.unfreeze();
+ if (!(available_qty > 0)) {
+ frappe.model.clear_doc(item_row.doctype, item_row.name);
+ frappe.throw(__(`Item Code: ${item_row.item_code.bold()} is not available under warehouse ${warehouse.bold()}.`))
+ } else if (available_qty < qty_needed) {
+ frappe.show_alert({
+ message: __(`Stock quantity not enough for Item Code: ${item_row.item_code.bold()} under warehouse ${warehouse.bold()}.
+ Available quantity ${available_qty.toString().bold()}.`),
+ indicator: 'orange'
+ });
+ frappe.utils.play_sound("error");
+ this.item_details.qty_control.set_value(flt(available_qty));
+ }
+ frappe.dom.freeze();
+ }
+
+ get_available_stock(item_code, warehouse) {
+ const me = this;
+ return frappe.call({
+ method: "erpnext.accounts.doctype.pos_invoice.pos_invoice.get_stock_availability",
+ args: {
+ 'item_code': item_code,
+ 'warehouse': warehouse,
+ },
+ callback(res) {
+ if (!me.item_stock_map[item_code])
+ me.item_stock_map[item_code] = {}
+ me.item_stock_map[item_code][warehouse] = res.message;
+ }
+ });
+ }
+
+ update_item_field(value, field_or_action) {
+ if (field_or_action === 'checkout') {
+ this.item_details.toggle_item_details_section(undefined);
+ } else if (field_or_action === 'remove') {
+ this.remove_item_from_cart();
+ } else {
+ const field_control = this.item_details[`${field_or_action}_control`];
+ if (!field_control) return;
+ field_control.set_focus();
+ value != "" && field_control.set_value(value);
+ }
+ }
+
+ remove_item_from_cart() {
+ frappe.dom.freeze();
+ const { doctype, name, current_item } = this.item_details;
+
+ frappe.model.set_value(doctype, name, 'qty', 0);
+
+ this.frm.script_manager.trigger('qty', doctype, name).then(() => {
+ frappe.model.clear_doc(doctype, name);
+ this.update_cart_html(current_item, true);
+ this.item_details.toggle_item_details_section(undefined);
+ frappe.dom.unfreeze();
+ })
+ }
+}
+
diff --git a/erpnext/selling/page/point_of_sale/pos_item_cart.js b/erpnext/selling/page/point_of_sale/pos_item_cart.js
new file mode 100644
index 0000000000..eadeb8fde8
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_item_cart.js
@@ -0,0 +1,951 @@
+erpnext.PointOfSale.ItemCart = class {
+ constructor({ wrapper, events }) {
+ this.wrapper = wrapper;
+ this.events = events;
+ this.customer_info = undefined;
+
+ this.init_component();
+ }
+
+ init_component() {
+ this.prepare_dom();
+ this.init_child_components();
+ this.bind_events();
+ this.attach_shortcuts();
+ }
+
+ prepare_dom() {
+ this.wrapper.append(
+ ``
+ )
+
+ this.$component = this.wrapper.find('.item-cart');
+ }
+
+ init_child_components() {
+ this.init_customer_selector();
+ this.init_cart_components();
+ }
+
+ init_customer_selector() {
+ this.$component.append(
+ ``
+ )
+ this.$customer_section = this.$component.find('.customer-section');
+ }
+
+ reset_customer_selector() {
+ const frm = this.events.get_frm();
+ frm.set_value('customer', '');
+ this.$customer_section.removeClass('border pr-4 pl-4');
+ this.make_customer_selector();
+ this.customer_field.set_focus();
+ }
+
+ init_cart_components() {
+ this.$component.append(
+ `
`
+ )
+
+ set_dynamic_rate_header_width();
+ this.scroll_to_item($item_to_update);
+
+ function set_dynamic_rate_header_width() {
+ const rate_cols = Array.from(me.$cart_items_wrapper.find(".rate-col"));
+ me.$cart_header.find(".rate-list-header").css("width", "");
+ me.$cart_items_wrapper.find(".rate-col").css("width", "");
+ let max_width = rate_cols.reduce((max_width, elm) => {
+ if ($(elm).width() > max_width)
+ max_width = $(elm).width();
+ return max_width;
+ }, 0);
+
+ max_width += 1;
+ if (max_width == 1) max_width = "";
+
+ me.$cart_header.find(".rate-list-header").css("width", max_width);
+ me.$cart_items_wrapper.find(".rate-col").css("width", max_width);
+ }
+
+ function get_rate_discount_html() {
+ if (item_data.rate && item_data.amount && item_data.rate !== item_data.amount) {
+ return `
+
+
`
+ );
+ this.$cart_container = this.$component.find('.cart-container');
+
+ this.make_cart_totals_section();
+ this.make_cart_items_section();
+ this.make_cart_numpad();
+ }
+
+ make_cart_items_section() {
+ this.$cart_header = this.$component.find('.cart-header');
+ this.$cart_items_wrapper = this.$component.find('.cart-items-section');
+
+ this.make_no_items_placeholder();
+ }
+
+ make_no_items_placeholder() {
+ this.$cart_header.addClass('d-none');
+ this.$cart_items_wrapper.html(
+ `
+
+
+
+
+
+
+ Item
+ Qty
+ Amount
+
+
`
+ )
+ this.$cart_items_wrapper.addClass('mt-4 border-grey border-dashed');
+ }
+
+ make_cart_totals_section() {
+ this.$totals_section = this.$component.find('.cart-totals-section');
+
+ this.$totals_section.append(
+ `No items in cart
+
+ + Add Discount
+
+
+
`
+ )
+
+ this.$add_discount_elem = this.$component.find(".add-discount");
+ }
+
+ make_cart_numpad() {
+ this.$numpad_section = this.$component.find('.numpad-section');
+
+ this.number_pad = new erpnext.PointOfSale.NumberPad({
+ wrapper: this.$numpad_section,
+ events: {
+ numpad_event: this.on_numpad_event.bind(this)
+ },
+ cols: 5,
+ keys: [
+ [ 1, 2, 3, 'Quantity' ],
+ [ 4, 5, 6, 'Discount' ],
+ [ 7, 8, 9, 'Rate' ],
+ [ '.', 0, 'Delete', 'Remove' ]
+ ],
+ css_classes: [
+ [ '', '', '', 'col-span-2' ],
+ [ '', '', '', 'col-span-2' ],
+ [ '', '', '', 'col-span-2' ],
+ [ '', '', '', 'col-span-2 text-bold text-danger' ]
+ ],
+ fieldnames_map: { 'Quantity': 'qty', 'Discount': 'discount_percentage' }
+ })
+
+ this.$numpad_section.prepend(
+ `
+
+
+
+
+ Net Total
+
+
+ 0.00
+
+
+
+
+ Grand Total
+
+
+ 0.00
+
+ Checkout
+
+
+ Edit Cart
+
+
+
+
+
`
+ )
+
+ this.$numpad_section.append(
+ `
+ Checkout
+
`
+ )
+ }
+
+ bind_events() {
+ const me = this;
+ this.$customer_section.on('click', '.add-remove-customer', function (e) {
+ const customer_info_is_visible = me.$cart_container.hasClass('d-none');
+ customer_info_is_visible ?
+ me.toggle_customer_info(false) : me.reset_customer_selector();
+ });
+
+ this.$customer_section.on('click', '.customer-header', function(e) {
+ // don't triggger the event if .add-remove-customer btn is clicked which is under .customer-header
+ if ($(e.target).closest('.add-remove-customer').length) return;
+
+ const show = !me.$cart_container.hasClass('d-none');
+ me.toggle_customer_info(show);
+ });
+
+ this.$cart_items_wrapper.on('click', '.cart-item-wrapper', function() {
+ const $cart_item = $(this);
+
+ me.toggle_item_highlight(this);
+
+ const payment_section_hidden = me.$totals_section.find('.edit-cart-btn').hasClass('d-none');
+ if (!payment_section_hidden) {
+ // payment section is visible
+ // edit cart first and then open item details section
+ me.$totals_section.find(".edit-cart-btn").click();
+ }
+
+ const item_code = unescape($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);
+ this.numpad_value = '';
+ });
+
+ this.$component.on('click', '.checkout-btn', function() {
+ if (!$(this).hasClass('bg-primary')) return;
+
+ me.events.checkout();
+ me.toggle_checkout_btn(false);
+
+ me.$add_discount_elem.removeClass("d-none");
+ });
+
+ this.$totals_section.on('click', '.edit-cart-btn', () => {
+ this.events.edit_cart();
+ this.toggle_checkout_btn(true);
+
+ this.$add_discount_elem.addClass("d-none");
+ });
+
+ this.$component.on('click', '.add-discount', () => {
+ const can_edit_discount = this.$add_discount_elem.find('.edit-discount').length;
+
+ if(!this.discount_field || can_edit_discount) this.show_discount_control();
+ });
+
+ frappe.ui.form.on("POS Invoice", "paid_amount", frm => {
+ // called when discount is applied
+ this.update_totals_section(frm);
+ });
+ }
+
+ attach_shortcuts() {
+ for (let row of this.number_pad.keys) {
+ for (let btn of row) {
+ let shortcut_key = `ctrl+${frappe.scrub(String(btn))[0]}`;
+ if (btn === 'Delete') shortcut_key = 'ctrl+backspace';
+ if (btn === 'Remove') shortcut_key = 'shift+ctrl+backspace'
+ if (btn === '.') shortcut_key = 'ctrl+>';
+
+ // to account for fieldname map
+ const fieldname = this.number_pad.fieldnames[btn] ? this.number_pad.fieldnames[btn] :
+ typeof btn === 'string' ? frappe.scrub(btn) : btn;
+
+ frappe.ui.keys.on(`${shortcut_key}`, () => {
+ const cart_is_visible = this.$component.is(":visible");
+ if (cart_is_visible && this.item_is_selected && this.$numpad_section.is(":visible")) {
+ this.$numpad_section.find(`.numpad-btn[data-button-value="${fieldname}"]`).click();
+ }
+ })
+ }
+ }
+
+ frappe.ui.keys.on("ctrl+enter", () => {
+ const cart_is_visible = this.$component.is(":visible");
+ const payment_section_hidden = this.$totals_section.find('.edit-cart-btn').hasClass('d-none');
+ if (cart_is_visible && payment_section_hidden) {
+ this.$component.find(".checkout-btn").click();
+ }
+ });
+ }
+
+ toggle_item_highlight(item) {
+ const $cart_item = $(item);
+ const item_is_highlighted = $cart_item.hasClass("shadow");
+
+ if (!item || item_is_highlighted) {
+ this.item_is_selected = false;
+ this.$cart_container.find('.cart-item-wrapper').removeClass("shadow").css("opacity", "1");
+ } else {
+ $cart_item.addClass("shadow");
+ this.item_is_selected = true;
+ this.$cart_container.find('.cart-item-wrapper').css("opacity", "1");
+ this.$cart_container.find('.cart-item-wrapper').not(item).removeClass("shadow").css("opacity", "0.65");
+ }
+ // highlight with inner shadow
+ // $cart_item.addClass("shadow-inner bg-selected");
+ // me.$cart_container.find('.cart-item-wrapper').not(this).removeClass("shadow-inner bg-selected");
+ }
+
+ make_customer_selector() {
+ this.$customer_section.html(``);
+ const me = this;
+ const query = { query: 'erpnext.controllers.queries.customer_query' };
+ const allowed_customer_group = this.events.get_allowed_customer_group() || [];
+ if (allowed_customer_group.length) {
+ query.filters = {
+ customer_group: ['in', allowed_customer_group]
+ }
+ }
+ this.customer_field = frappe.ui.form.make_control({
+ df: {
+ label: __('Customer'),
+ fieldtype: 'Link',
+ options: 'Customer',
+ placeholder: __('Search by customer name, phone, email.'),
+ get_query: () => query,
+ onchange: function() {
+ if (this.value) {
+ const frm = me.events.get_frm();
+ frappe.dom.freeze();
+ frappe.model.set_value(frm.doc.doctype, frm.doc.name, 'customer', this.value);
+ frm.script_manager.trigger('customer', frm.doc.doctype, frm.doc.name).then(() => {
+ frappe.run_serially([
+ () => me.fetch_customer_details(this.value),
+ () => me.events.customer_details_updated(me.customer_info),
+ () => me.update_customer_section(),
+ () => me.update_totals_section(),
+ () => frappe.dom.unfreeze()
+ ]);
+ })
+ }
+ },
+ },
+ parent: this.$customer_section.find('.customer-search-field'),
+ render_input: true,
+ });
+ this.customer_field.toggle_label(false);
+ }
+
+ fetch_customer_details(customer) {
+ if (customer) {
+ return new Promise((resolve) => {
+ frappe.db.get_value('Customer', customer, ["email_id", "mobile_no", "image", "loyalty_program"]).then(({ message }) => {
+ const { loyalty_program } = message;
+ // if loyalty program then fetch loyalty points too
+ if (loyalty_program) {
+ frappe.call({
+ method: "erpnext.accounts.doctype.loyalty_program.loyalty_program.get_loyalty_program_details_with_points",
+ args: { customer, loyalty_program, "silent": true },
+ callback: (r) => {
+ const { loyalty_points, conversion_factor } = r.message;
+ if (!r.exc) {
+ this.customer_info = { ...message, customer, loyalty_points, conversion_factor };
+ resolve();
+ }
+ }
+ });
+ } else {
+ this.customer_info = { ...message, customer };
+ resolve();
+ }
+ });
+ });
+ } else {
+ return new Promise((resolve) => {
+ this.customer_info = {}
+ resolve();
+ });
+ }
+ }
+
+ show_discount_control() {
+ this.$add_discount_elem.removeClass("pr-4 pl-4");
+ this.$add_discount_elem.html(
+ `
+ `
+ );
+ const me = this;
+
+ this.discount_field = frappe.ui.form.make_control({
+ df: {
+ label: __('Discount'),
+ fieldtype: 'Data',
+ placeholder: __('Enter discount percentage.'),
+ onchange: function() {
+ if (this.value || this.value == 0) {
+ const frm = me.events.get_frm();
+ frappe.model.set_value(frm.doc.doctype, frm.doc.name, 'additional_discount_percentage', flt(this.value));
+ me.hide_discount_control(this.value);
+ }
+ },
+ },
+ parent: this.$add_discount_elem.find('.add-dicount-field'),
+ render_input: true,
+ });
+ this.discount_field.toggle_label(false);
+ this.discount_field.set_focus();
+ }
+
+ hide_discount_control(discount) {
+ this.$add_discount_elem.addClass('pr-4 pl-4');
+ this.$add_discount_elem.html(
+ `
+
+ ${String(discount).bold()}% off
+
+ `
+ );
+ }
+
+ update_customer_section() {
+ const { customer, email_id='', mobile_no='', image } = this.customer_info || {};
+
+ if (customer) {
+ this.$customer_section.addClass('border pr-4 pl-4').html(
+ `
+
`
+ );
+ } else {
+ // reset customer selector
+ this.reset_customer_selector();
+ }
+
+ function get_customer_description() {
+ if (!email_id && !mobile_no) {
+ return `
+ ${get_customer_image()}
+
+
+
+ ${customer}
+ ${get_customer_description()}
+
+
+
+ Click to add email / phone
`
+ } else if (email_id && !mobile_no) {
+ return `${email_id}
`
+ } else if (mobile_no && !email_id) {
+ return `${mobile_no}
`
+ } else {
+ return `${email_id} | ${mobile_no}
`
+ }
+ }
+
+ function get_customer_image() {
+ if (image) {
+ return `
+ 
+
`
+ } else {
+ return `
+ ${frappe.get_abbr(customer)}
+
`
+ }
+ }
+ }
+
+ update_totals_section(frm) {
+ if (!frm) frm = this.events.get_frm();
+
+ this.render_net_total(frm.doc.base_net_total);
+ this.render_grand_total(frm.doc.base_grand_total);
+
+ const taxes = frm.doc.taxes.map(t => { return { description: t.description, rate: t.rate }})
+ this.render_taxes(frm.doc.base_total_taxes_and_charges, taxes);
+ }
+
+ render_net_total(value) {
+ const currency = this.events.get_frm().doc.currency;
+ this.$totals_section.find('.net-total').html(
+ `
+
+ Net Total
+
+
`
+ )
+
+ this.$numpad_section.find('.numpad-net-total').html(`Net Total: ${format_currency(value, currency)}`)
+ }
+
+ render_grand_total(value) {
+ const currency = this.events.get_frm().doc.currency;
+ this.$totals_section.find('.grand-total').html(
+ `${format_currency(value, currency)}
+
+
+ Grand Total
+
+
`
+ )
+
+ this.$numpad_section.find('.numpad-grand-total').html(`Grand Total: ${format_currency(value, currency)}`)
+ }
+
+ render_taxes(value, taxes) {
+ if (taxes.length) {
+ const currency = this.events.get_frm().doc.currency;
+ this.$totals_section.find('.taxes').html(
+ `${format_currency(value, currency)}
+
+
`
+ )
+ } else {
+ this.$totals_section.find('.taxes').html('')
+ }
+ }
+
+ get_cart_item({ item_code, batch_no, uom }) {
+ const batch_attr = `[data-batch-no="${escape(batch_no)}"]`;
+ const item_code_attr = `[data-item-code="${escape(item_code)}"]`;
+ const uom_attr = `[data-uom=${escape(uom)}]`;
+
+ const item_selector = batch_no ?
+ `.cart-item-wrapper${batch_attr}${uom_attr}` : `.cart-item-wrapper${item_code_attr}${uom_attr}`;
+
+ return this.$cart_items_wrapper.find(item_selector);
+ }
+
+ update_item_html(item, remove_item) {
+ const $item = this.get_cart_item(item);
+
+ if (remove_item) {
+ $item && $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);
+
+ this.render_cart_item(item_row, $item);
+ }
+
+ const no_of_cart_items = this.$cart_items_wrapper.children().length;
+ no_of_cart_items > 0 && this.highlight_checkout_btn(no_of_cart_items > 0);
+
+ this.update_empty_cart_section(no_of_cart_items);
+ }
+
+ render_cart_item(item_data, $item_to_update) {
+ const currency = this.events.get_frm().doc.currency;
+ const me = this;
+
+ if (!$item_to_update.length) {
+ this.$cart_items_wrapper.append(
+ `
+
+ Tax Charges
+
+ ${
+ taxes.map((t, i) => {
+ let margin_left = '';
+ if (i !== 0) margin_left = 'ml-2';
+ return `${t.description}`
+ }).join('')
+ }
+
+
+
+ ${format_currency(value, currency)}
+
+
`
+ )
+ $item_to_update = this.get_cart_item(item_data);
+ }
+
+ $item_to_update.html(
+ `
+
+ ${get_rate_discount_html()}
+
+ ${item_data.item_name}
+
+ ${get_description_html()}
+
+
`
+ } else {
+ return `
+
+ ${item_data.qty || 0}
+
+
+
+ ${format_currency(item_data.amount, currency)}
+ ${format_currency(item_data.rate, currency)}
+
+
`
+ }
+ }
+
+ function get_description_html() {
+ if (item_data.description) {
+ if (item_data.description.indexOf('
+ ${item_data.qty || 0}
+
+
+
+ ${format_currency(item_data.rate, currency)}
+ ') != -1) {
+ try {
+ item_data.description = $(item_data.description).text();
+ } catch (error) {
+ item_data.description = item_data.description.replace(/
/g, ' ').replace(/<\/div>/g, ' ').replace(/ +/g, ' ');
+ }
+ }
+ item_data.description = frappe.ellipsis(item_data.description, 45);
+ return ``
+ );
+ } else {
+ this.$item_image.html(frappe.get_abbr(item_code));
+ }
+
+ }
+
+ render_discount_dom(item) {
+ if (item.discount_percentage) {
+ this.$dicount_section.html(
+ `
+ `
+ );
+
+ this.$component = this.wrapper.find('.items-selector');
+ }
+
+ async load_items_data() {
+ if (!this.item_group) {
+ const res = await frappe.db.get_value("Item Group", {lft: 1, is_group: 1}, "name");
+ this.parent_item_group = res.message.name;
+ };
+ if (!this.price_list) {
+ const res = await frappe.db.get_value("POS Profile", this.pos_profile, "selling_price_list");
+ this.price_list = res.message.selling_price_list;
+ }
+
+ this.get_items({}).then(({message}) => {
+ this.render_item_list(message.items);
+ });
+ }
+
+ get_items({start = 0, page_length = 40, search_value=''}) {
+ const price_list = this.events.get_frm().doc?.selling_price_list || this.price_list;
+ let { item_group, pos_profile } = this;
+
+ !item_group && (item_group = this.parent_item_group);
+
+ 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 },
+ });
+ }
+
+
+ render_item_list(items) {
+ this.$items_container = this.$component.find('.items-container');
+ this.$items_container.html('');
+
+ items.forEach(item => {
+ const item_html = this.get_item_html(item);
+ this.$items_container.append(item_html);
+ })
+ }
+
+ get_item_html(item) {
+ const { item_image, serial_no, batch_no, barcode, actual_qty, stock_uom } = item;
+ const indicator_color = actual_qty > 10 ? "green" : actual_qty !== 0 ? "orange" : "red";
+
+ function get_item_image_html() {
+ if (item_image) {
+ return `
+ `
+ )
+
+ this.$component = this.wrapper.find('.past-order-list');
+ this.$invoices_container = this.$component.find('.invoices-container');
+ }
+
+ bind_events() {
+ this.search_field.$input.on('input', (e) => {
+ clearTimeout(this.last_search);
+ this.last_search = setTimeout(() => {
+ const search_term = e.target.value;
+ this.refresh_list(search_term, this.status_field.get_value());
+ }, 300);
+ });
+ const me = this;
+ this.$invoices_container.on('click', '.invoice-wrapper', function() {
+ const invoice_name = unescape($(this).attr('data-invoice-name'));
+
+ me.events.open_invoice_data(invoice_name);
+ })
+ }
+
+ make_filter_section() {
+ const me = this;
+ this.search_field = frappe.ui.form.make_control({
+ df: {
+ label: __('Search'),
+ fieldtype: 'Data',
+ placeholder: __('Search by invoice id or customer name')
+ },
+ parent: this.$component.find('.search-field'),
+ render_input: true,
+ });
+ this.status_field = frappe.ui.form.make_control({
+ df: {
+ label: __('Invoice Status'),
+ fieldtype: 'Select',
+ options: `Draft\nPaid\nConsolidated\nReturn`,
+ placeholder: __('Filter by invoice status'),
+ onchange: function() {
+ me.refresh_list(me.search_field.get_value(), this.value);
+ }
+ },
+ parent: this.$component.find('.status-field'),
+ render_input: true,
+ });
+ this.search_field.toggle_label(false);
+ this.status_field.toggle_label(false);
+ this.status_field.set_value('Paid');
+ }
+
+ toggle_component(show) {
+ show ?
+ this.$component.removeClass('d-none') && this.refresh_list() :
+ this.$component.addClass('d-none');
+ }
+
+ refresh_list() {
+ frappe.dom.freeze();
+ this.events.reset_summary();
+ const search_term = this.search_field.get_value();
+ const status = this.status_field.get_value();
+
+ this.$invoices_container.html('');
+
+ return frappe.call({
+ method: "erpnext.selling.page.point_of_sale.point_of_sale.get_past_order_list",
+ freeze: true,
+ args: { search_term, status },
+ callback: (response) => {
+ frappe.dom.unfreeze();
+ response.message.forEach(invoice => {
+ const invoice_html = this.get_invoice_html(invoice);
+ this.$invoices_container.append(invoice_html);
+ });
+ }
+ });
+ }
+
+ get_invoice_html(invoice) {
+ const posting_datetime = moment(invoice.posting_date+" "+invoice.posting_time).format("Do MMMM, h:mma");
+ return (
+ `
+ `
+ )
+
+ this.$component = this.wrapper.find('.past-order-summary');
+ this.$summary_wrapper = this.$component.find('.summary-wrapper');
+ this.$summary_container = this.$component.find('.summary-container');
+ }
+
+ init_child_components() {
+ this.init_upper_section();
+ this.init_items_summary();
+ this.init_totals_summary();
+ this.init_payments_summary();
+ this.init_summary_buttons();
+ this.init_email_print_dialog();
+ }
+
+ init_upper_section() {
+ this.$summary_container.append(
+ ``
+ );
+
+ this.$upper_section = this.$summary_container.find('.upper-section');
+ }
+
+ init_items_summary() {
+ this.$summary_container.append(
+ `
+ `
+ )
+ this.$component = this.wrapper.find('.payment-section');
+ this.$payment_modes = this.$component.find('.payment-modes');
+ this.$totals_remarks = this.$component.find('.totals-remarks');
+ this.$totals = this.$component.find('.totals');
+ this.$remarks = this.$component.find('.remarks');
+ this.$numpad = this.$component.find('.number-pad');
+ this.$invoice_details_section = this.$component.find('.invoice-details-section');
+ }
+
+ make_invoice_fields_control() {
+ frappe.db.get_doc("POS Settings", undefined).then((doc) => {
+ const fields = doc.invoice_fields;
+ if (!fields.length) return;
+
+ this.$invoice_details_section.html(
+ `
\n\n\t\n\t\t
\n\n\t\n\t\t
\n
\n\n\t\n\t\t
\n\n\t\n\t\t
\n
\n
\n\n\t\n\t\t
\n\n\t\n\t\t
\n
\n
" + .format(frappe.bold(old_name), frappe.bold(new_name), document)) + + msg += ', '.join([get_link_to_form("Stock Reconciliation", d.parent) for d in records]) + "
" + + msg += _("Note: To merge the items, create a separate Stock Reconciliation for the old item {0}" + .format(frappe.bold(old_name))) + + frappe.throw(_(msg), title=_("Merge not allowed")) + def set_last_purchase_rate(self, new_name): last_purchase_rate = get_last_purchase_details(new_name).get("base_net_rate", 0) frappe.db.set_value("Item", new_name, "last_purchase_rate", last_purchase_rate) @@ -782,6 +807,77 @@ class Item(WebsiteGenerator): if frappe.db.exists("Item", {"variant_of": self.name}): frappe.throw(_("Item has variants.")) + def validate_attributes_in_variants(self): + if not self.has_variants or self.get("__islocal"): + return + + old_doc = self.get_doc_before_save() + old_doc_attributes = set([attr.attribute for attr in old_doc.attributes]) + own_attributes = [attr.attribute for attr in self.attributes] + + # Check if old attributes were removed from the list + # Is old_attrs is a subset of new ones + # that means we need not check any changes + if old_doc_attributes.issubset(set(own_attributes)): + return + + from collections import defaultdict + + # get all item variants + items = [item["name"] for item in frappe.get_all("Item", {"variant_of": self.name})] + + # get all deleted attributes + deleted_attribute = list(old_doc_attributes.difference(set(own_attributes))) + + # fetch all attributes of these items + item_attributes = frappe.get_all( + "Item Variant Attribute", + filters={ + "parent": ["in", items], + "attribute": ["in", deleted_attribute] + }, + fields=["attribute", "parent"] + ) + not_included = defaultdict(list) + + for attr in item_attributes: + if attr["attribute"] not in own_attributes: + not_included[attr["parent"]].append(attr["attribute"]) + + if not len(not_included): + return + + def body(docnames): + docnames.sort() + return "
".join(docnames) + + def table_row(title, body): + return """
+ {0}
+ {1}
+ """.format(title, body)
+
+ rows = ''
+ for docname, attr_list in not_included.items():
+ link = "{0}".format(frappe.bold(_(docname)))
+ rows += table_row(link, body(attr_list))
+
+ error_description = _('The following deleted attributes exist in Variants but not in the Template. You can either delete the Variants or keep the attribute(s) in template.')
+
+ message = """
+
+
+
+
+ """.format(error_description, _('Variant Items'), _('Attributes'), rows)
+
+ frappe.throw(message, title=_("Variant Attribute Error"), is_minimizable=True, wide=True)
+
+
def validate_stock_exists_for_template_item(self):
if self.stock_ledger_created() and self._doc_before_save:
if (cint(self._doc_before_save.has_variants) != cint(self.has_variants)
diff --git a/erpnext/stock/doctype/item_alternative/item_alternative.py b/erpnext/stock/doctype/item_alternative/item_alternative.py
index 522dfc67a9..190cb62e99 100644
--- a/erpnext/stock/doctype/item_alternative/item_alternative.py
+++ b/erpnext/stock/doctype/item_alternative/item_alternative.py
@@ -43,6 +43,7 @@ class ItemAlternative(Document):
frappe.throw(_("Already record exists for the item {0}").format(self.item_code))
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_alternative_items(doctype, txt, searchfield, start, page_len, filters):
return frappe.db.sql(""" (select alternative_item_code from `tabItem Alternative`
where item_code = %(item_code)s and alternative_item_code like %(txt)s)
diff --git a/erpnext/stock/doctype/material_request/material_request.json b/erpnext/stock/doctype/material_request/material_request.json
index d1f29e364a..44503d22a3 100644
--- a/erpnext/stock/doctype/material_request/material_request.json
+++ b/erpnext/stock/doctype/material_request/material_request.json
@@ -11,6 +11,7 @@
"naming_series",
"title",
"material_request_type",
+ "transfer_status",
"customer",
"column_break_2",
"schedule_date",
@@ -303,13 +304,22 @@
"fieldtype": "Link",
"label": "Set From Warehouse",
"options": "Warehouse"
+ },
+ {
+ "allow_on_submit": 1,
+ "depends_on": "eval:doc.add_to_transit == 1",
+ "fieldname": "transfer_status",
+ "fieldtype": "Select",
+ "label": "Transfer Status",
+ "options": "\nNot Started\nIn Transit\nCompleted",
+ "read_only": 1
}
],
"icon": "fa fa-ticket",
"idx": 70,
"is_submittable": 1,
"links": [],
- "modified": "2020-05-01 20:21:09.990867",
+ "modified": "2020-08-10 13:27:54.891058",
"modified_by": "Administrator",
"module": "Stock",
"name": "Material Request",
diff --git a/erpnext/stock/doctype/material_request/material_request.py b/erpnext/stock/doctype/material_request/material_request.py
index 25f1ed9505..335175f21d 100644
--- a/erpnext/stock/doctype/material_request/material_request.py
+++ b/erpnext/stock/doctype/material_request/material_request.py
@@ -370,6 +370,7 @@ def get_items_based_on_default_supplier(supplier):
return supplier_items
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_material_requests_based_on_supplier(doctype, txt, searchfield, start, page_len, filters):
conditions = ""
if txt:
@@ -403,6 +404,7 @@ def get_material_requests_based_on_supplier(doctype, txt, searchfield, start, pa
return material_requests
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def get_default_supplier_query(doctype, txt, searchfield, start, page_len, filters):
doc = frappe.get_doc("Material Request", filters.get("doc"))
item_list = []
diff --git a/erpnext/stock/doctype/material_request/material_request_list.js b/erpnext/stock/doctype/material_request/material_request_list.js
index 614ecb8a8f..0d7095875c 100644
--- a/erpnext/stock/doctype/material_request/material_request_list.js
+++ b/erpnext/stock/doctype/material_request/material_request_list.js
@@ -1,8 +1,16 @@
frappe.listview_settings['Material Request'] = {
- add_fields: ["material_request_type", "status", "per_ordered", "per_received"],
+ add_fields: ["material_request_type", "status", "per_ordered", "per_received", "transfer_status"],
get_indicator: function(doc) {
if(doc.status=="Stopped") {
return [__("Stopped"), "red", "status,=,Stopped"];
+ } else if(doc.transfer_status && doc.docstatus != 2) {
+ if (doc.transfer_status == "Not Started") {
+ return [__("Not Started"), "orange"];
+ } else if (doc.transfer_status == "In Transit") {
+ return [__("In Transit"), "yellow"];
+ } else if (doc.transfer_status == "Completed") {
+ return [__("Completed"), "green"];
+ }
} else if(doc.docstatus==1 && flt(doc.per_ordered, 2) == 0) {
return [__("Pending"), "orange", "per_ordered,=,0"];
} else if(doc.docstatus==1 && flt(doc.per_ordered, 2) < 100) {
diff --git a/erpnext/stock/doctype/packing_slip/packing_slip.py b/erpnext/stock/doctype/packing_slip/packing_slip.py
index 4f831d7a85..a7a29cca7f 100644
--- a/erpnext/stock/doctype/packing_slip/packing_slip.py
+++ b/erpnext/stock/doctype/packing_slip/packing_slip.py
@@ -176,6 +176,7 @@ class PackingSlip(Document):
self.update_item_details()
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def item_details(doctype, txt, searchfield, start, page_len, filters):
from erpnext.controllers.queries import get_match_cond
return frappe.db.sql("""select name, item_name, description from `tabItem`
diff --git a/erpnext/stock/doctype/pick_list/pick_list.js b/erpnext/stock/doctype/pick_list/pick_list.js
index 3a5ef76980..ee218f2f68 100644
--- a/erpnext/stock/doctype/pick_list/pick_list.js
+++ b/erpnext/stock/doctype/pick_list/pick_list.js
@@ -3,6 +3,9 @@
frappe.ui.form.on('Pick List', {
setup: (frm) => {
+ frm.set_indicator_formatter('item_code',
+ function(doc) { return (doc.stock_qty === 0) ? "red" : "green"; });
+
frm.custom_make_buttons = {
'Delivery Note': 'Delivery Note',
'Stock Entry': 'Stock Entry',
diff --git a/erpnext/stock/doctype/pick_list/pick_list.py b/erpnext/stock/doctype/pick_list/pick_list.py
index 4b8b594ed9..0da57b734b 100644
--- a/erpnext/stock/doctype/pick_list/pick_list.py
+++ b/erpnext/stock/doctype/pick_list/pick_list.py
@@ -26,11 +26,12 @@ class PickList(Document):
continue
if not item.serial_no:
frappe.throw(_("Row #{0}: {1} does not have any available serial numbers in {2}".format(
- frappe.bold(item.idx), frappe.bold(item.item_code), frappe.bold(item.warehouse))))
+ frappe.bold(item.idx), frappe.bold(item.item_code), frappe.bold(item.warehouse))),
+ title=_("Serial Nos Required"))
if len(item.serial_no.split('\n')) == item.picked_qty:
continue
frappe.throw(_('For item {0} at row {1}, count of serial numbers does not match with the picked quantity')
- .format(frappe.bold(item.item_code), frappe.bold(item.idx)))
+ .format(frappe.bold(item.item_code), frappe.bold(item.idx)), title=_("Quantity Mismatch"))
def set_item_locations(self, save=False):
items = self.aggregate_item_qty()
@@ -40,6 +41,9 @@ class PickList(Document):
if self.parent_warehouse:
from_warehouses = frappe.db.get_descendants('Warehouse', self.parent_warehouse)
+ # Create replica before resetting, to handle empty table on update after submit.
+ locations_replica = self.get('locations')
+
# reset
self.delete_key('locations')
for item_doc in items:
@@ -48,7 +52,7 @@ class PickList(Document):
self.item_location_map.setdefault(item_code,
get_available_item_locations(item_code, from_warehouses, self.item_count_map.get(item_code), self.company))
- locations = get_items_with_location_and_quantity(item_doc, self.item_location_map)
+ locations = get_items_with_location_and_quantity(item_doc, self.item_location_map, self.docstatus)
item_doc.idx = None
item_doc.name = None
@@ -62,6 +66,16 @@ class PickList(Document):
location.update(row)
self.append('locations', location)
+ # If table is empty on update after submit, set stock_qty, picked_qty to 0 so that indicator is red
+ # and give feedback to the user. This is to avoid empty Pick Lists.
+ if not self.get('locations') and self.docstatus == 1:
+ for location in locations_replica:
+ location.stock_qty = 0
+ location.picked_qty = 0
+ self.append('locations', location)
+ frappe.msgprint(_("Please Restock Items and Update the Pick List to continue. To discontinue, cancel the Pick List."),
+ title=_("Out of Stock"), indicator="red")
+
if save:
self.save()
@@ -97,11 +111,13 @@ def validate_item_locations(pick_list):
if not pick_list.locations:
frappe.throw(_("Add items in the Item Locations table"))
-def get_items_with_location_and_quantity(item_doc, item_location_map):
+def get_items_with_location_and_quantity(item_doc, item_location_map, docstatus):
available_locations = item_location_map.get(item_doc.item_code)
locations = []
- remaining_stock_qty = item_doc.stock_qty
+ # if stock qty is zero on submitted entry, show positive remaining qty to recalculate in case of restock.
+ remaining_stock_qty = item_doc.qty if (docstatus == 1 and item_doc.stock_qty == 0) else item_doc.stock_qty
+
while remaining_stock_qty > 0 and available_locations:
item_location = available_locations.pop(0)
item_location = frappe._dict(item_location)
@@ -119,13 +135,11 @@ def get_items_with_location_and_quantity(item_doc, item_location_map):
if item_location.serial_no:
serial_nos = '\n'.join(item_location.serial_no[0: cint(stock_qty)])
- auto_set_serial_no = frappe.db.get_single_value("Stock Settings", "automatically_set_serial_nos_based_on_fifo")
-
locations.append(frappe._dict({
'qty': qty,
'stock_qty': stock_qty,
'warehouse': item_location.warehouse,
- 'serial_no': serial_nos if auto_set_serial_no else item_doc.serial_no,
+ 'serial_no': serial_nos,
'batch_no': item_location.batch_no
}))
@@ -137,7 +151,7 @@ def get_items_with_location_and_quantity(item_doc, item_location_map):
item_location.qty = qty_diff
if item_location.serial_no:
# set remaining serial numbers
- item_location.serial_no = item_location.serial_no[-qty_diff:]
+ item_location.serial_no = item_location.serial_no[-int(qty_diff):]
available_locations = [item_location] + available_locations
# update available locations for the item
@@ -146,9 +160,14 @@ def get_items_with_location_and_quantity(item_doc, item_location_map):
def get_available_item_locations(item_code, from_warehouses, required_qty, company, ignore_validation=False):
locations = []
- if frappe.get_cached_value('Item', item_code, 'has_serial_no'):
+ has_serial_no = frappe.get_cached_value('Item', item_code, 'has_serial_no')
+ has_batch_no = frappe.get_cached_value('Item', item_code, 'has_batch_no')
+
+ if has_batch_no and has_serial_no:
+ locations = get_available_item_locations_for_serial_and_batched_item(item_code, from_warehouses, required_qty, company)
+ elif has_serial_no:
locations = get_available_item_locations_for_serialized_item(item_code, from_warehouses, required_qty, company)
- elif frappe.get_cached_value('Item', item_code, 'has_batch_no'):
+ elif has_batch_no:
locations = get_available_item_locations_for_batched_item(item_code, from_warehouses, required_qty, company)
else:
locations = get_available_item_locations_for_other_item(item_code, from_warehouses, required_qty, company)
@@ -158,8 +177,9 @@ def get_available_item_locations(item_code, from_warehouses, required_qty, compa
remaining_qty = required_qty - total_qty_available
if remaining_qty > 0 and not ignore_validation:
- frappe.msgprint(_('{0} units of {1} is not available.')
- .format(remaining_qty, frappe.get_desk_link('Item', item_code)))
+ frappe.msgprint(_('{0} units of Item {1} is not available.')
+ .format(remaining_qty, frappe.get_desk_link('Item', item_code)),
+ title=_("Insufficient Stock"))
return locations
@@ -226,6 +246,34 @@ def get_available_item_locations_for_batched_item(item_code, from_warehouses, re
return batch_locations
+def get_available_item_locations_for_serial_and_batched_item(item_code, from_warehouses, required_qty, company):
+ # Get batch nos by FIFO
+ locations = get_available_item_locations_for_batched_item(item_code, from_warehouses, required_qty, company)
+
+ filters = frappe._dict({
+ 'item_code': item_code,
+ 'company': company,
+ 'warehouse': ['!=', ''],
+ 'batch_no': ''
+ })
+
+ # Get Serial Nos by FIFO for Batch No
+ for location in locations:
+ filters.batch_no = location.batch_no
+ filters.warehouse = location.warehouse
+ location.qty = required_qty if location.qty > required_qty else location.qty # if extra qty in batch
+
+ serial_nos = frappe.get_list('Serial No',
+ fields=['name'],
+ filters=filters,
+ limit=location.qty,
+ order_by='purchase_date')
+
+ serial_nos = [sn.name for sn in serial_nos]
+ location.serial_no = serial_nos
+
+ return locations
+
def get_available_item_locations_for_other_item(item_code, from_warehouses, required_qty, company):
# gets all items available in different warehouses
warehouses = [x.get('name') for x in frappe.get_list("Warehouse", {'company': company}, "name")]
diff --git a/erpnext/stock/doctype/pick_list/test_pick_list.py b/erpnext/stock/doctype/pick_list/test_pick_list.py
index 1b9ff41cc3..8ea7f89dc4 100644
--- a/erpnext/stock/doctype/pick_list/test_pick_list.py
+++ b/erpnext/stock/doctype/pick_list/test_pick_list.py
@@ -7,6 +7,8 @@ import frappe
import unittest
test_dependencies = ['Item', 'Sales Invoice', 'Stock Entry', 'Batch']
+from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
+from erpnext.stock.doctype.item.test_item import create_item
from erpnext.stock.doctype.stock_reconciliation.stock_reconciliation \
import EmptyStockReconciliationItemsError
@@ -49,7 +51,7 @@ class TestPickList(unittest.TestCase):
self.assertEqual(pick_list.locations[0].warehouse, '_Test Warehouse - _TC')
self.assertEqual(pick_list.locations[0].qty, 5)
- def test_pick_list_splits_row_according_to_warhouse_availability(self):
+ def test_pick_list_splits_row_according_to_warehouse_availability(self):
try:
frappe.get_doc({
'doctype': 'Stock Reconciliation',
@@ -122,7 +124,10 @@ class TestPickList(unittest.TestCase):
}]
})
- stock_reconciliation.submit()
+ try:
+ stock_reconciliation.submit()
+ except EmptyStockReconciliationItemsError:
+ pass
pick_list = frappe.get_doc({
'doctype': 'Pick List',
@@ -145,6 +150,85 @@ class TestPickList(unittest.TestCase):
self.assertEqual(pick_list.locations[0].qty, 5)
self.assertEqual(pick_list.locations[0].serial_no, '123450\n123451\n123452\n123453\n123454')
+ def test_pick_list_shows_batch_no_for_batched_item(self):
+ # check if oldest batch no is picked
+ item = frappe.db.exists("Item", {'item_name': 'Batched Item'})
+ if not item:
+ item = create_item("Batched Item")
+ item.has_batch_no = 1
+ item.create_new_batch = 1
+ item.batch_number_series = "B-BATCH-.##"
+ item.save()
+ else:
+ item = frappe.get_doc("Item", {'item_name': 'Batched Item'})
+
+ pr1 = make_purchase_receipt(item_code="Batched Item", qty=1, rate=100.0)
+
+ pr1.load_from_db()
+ oldest_batch_no = pr1.items[0].batch_no
+
+ pr2 = make_purchase_receipt(item_code="Batched Item", qty=2, rate=100.0)
+
+ pick_list = frappe.get_doc({
+ 'doctype': 'Pick List',
+ 'company': '_Test Company',
+ 'purpose': 'Material Transfer',
+ 'locations': [{
+ 'item_code': 'Batched Item',
+ 'qty': 1,
+ 'stock_qty': 1,
+ 'conversion_factor': 1,
+ }]
+ })
+ pick_list.set_item_locations()
+
+ self.assertEqual(pick_list.locations[0].batch_no, oldest_batch_no)
+
+ pr1.cancel()
+ pr2.cancel()
+
+
+ def test_pick_list_for_batched_and_serialised_item(self):
+ # check if oldest batch no and serial nos are picked
+ item = frappe.db.exists("Item", {'item_name': 'Batched and Serialised Item'})
+ if not item:
+ item = create_item("Batched and Serialised Item")
+ item.has_batch_no = 1
+ item.create_new_batch = 1
+ item.has_serial_no = 1
+ item.batch_number_series = "B-BATCH-.##"
+ item.serial_no_series = "S-.####"
+ item.save()
+ else:
+ item = frappe.get_doc("Item", {'item_name': 'Batched and Serialised Item'})
+
+ pr1 = make_purchase_receipt(item_code="Batched and Serialised Item", qty=2, rate=100.0)
+
+ pr1.load_from_db()
+ oldest_batch_no = pr1.items[0].batch_no
+ oldest_serial_nos = pr1.items[0].serial_no
+
+ pr2 = make_purchase_receipt(item_code="Batched and Serialised Item", qty=2, rate=100.0)
+
+ pick_list = frappe.get_doc({
+ 'doctype': 'Pick List',
+ 'company': '_Test Company',
+ 'purpose': 'Material Transfer',
+ 'locations': [{
+ 'item_code': 'Batched and Serialised Item',
+ 'qty': 2,
+ 'stock_qty': 2,
+ 'conversion_factor': 1,
+ }]
+ })
+ pick_list.set_item_locations()
+
+ self.assertEqual(pick_list.locations[0].batch_no, oldest_batch_no)
+ self.assertEqual(pick_list.locations[0].serial_no, oldest_serial_nos)
+
+ pr1.cancel()
+ pr2.cancel()
+
def test_pick_list_for_items_from_multiple_sales_orders(self):
try:
frappe.get_doc({
diff --git a/erpnext/stock/doctype/pick_list_item/pick_list_item.json b/erpnext/stock/doctype/pick_list_item/pick_list_item.json
index 71fbf9a866..8665986004 100644
--- a/erpnext/stock/doctype/pick_list_item/pick_list_item.json
+++ b/erpnext/stock/doctype/pick_list_item/pick_list_item.json
@@ -180,7 +180,7 @@
],
"istable": 1,
"links": [],
- "modified": "2020-03-13 19:08:21.995986",
+ "modified": "2020-06-24 17:18:57.357120",
"modified_by": "Administrator",
"module": "Stock",
"name": "Pick List Item",
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
index df9eb50843..ce54fc883f 100755
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.json
@@ -1,4 +1,5 @@
{
+ "actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-05-21 16:16:39",
@@ -158,7 +159,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
- "options": "MAT-PRE-.YYYY.-",
+ "options": "MAT-PRE-.YYYY.-\nMAT-PR-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@@ -768,6 +769,7 @@
"fieldname": "base_in_words",
"fieldtype": "Data",
"label": "In Words (Company Currency)",
+ "length": 240,
"oldfieldname": "in_words",
"oldfieldtype": "Data",
"print_hide": 1,
@@ -820,6 +822,7 @@
"fieldname": "in_words",
"fieldtype": "Data",
"label": "In Words",
+ "length": 240,
"oldfieldname": "in_words_import",
"oldfieldtype": "Data",
"print_hide": 1,
@@ -1106,7 +1109,7 @@
"idx": 261,
"is_submittable": 1,
"links": [],
- "modified": "2020-07-15 10:01:39.302238",
+ "modified": "2020-08-03 23:20:26.381024",
"modified_by": "Administrator",
"module": "Stock",
"name": "Purchase Receipt",
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
index d0ba001d7e..4e173fff4d 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
@@ -227,6 +227,14 @@ class PurchaseReceipt(BuyingController):
if not stock_value_diff:
continue
+ # If PR is sub-contracted and fg item rate is zero
+ # in that case if account for shource and target warehouse are same,
+ # then GL entries should not be posted
+ if flt(stock_value_diff) == flt(d.rm_supp_cost) \
+ and warehouse_account.get(self.supplier_warehouse) \
+ and warehouse_account[d.warehouse]["account"] == warehouse_account[self.supplier_warehouse]["account"]:
+ continue
+
gl_entries.append(self.get_gl_dict({
"account": warehouse_account[d.warehouse]["account"],
"against": stock_rbnb,
@@ -242,16 +250,16 @@ class PurchaseReceipt(BuyingController):
credit_amount = flt(d.base_net_amount, d.precision("base_net_amount")) \
if credit_currency == self.company_currency else flt(d.net_amount, d.precision("net_amount"))
-
- gl_entries.append(self.get_gl_dict({
- "account": warehouse_account[d.from_warehouse]['account'] \
- if d.from_warehouse else stock_rbnb,
- "against": warehouse_account[d.warehouse]["account"],
- "cost_center": d.cost_center,
- "remarks": self.get("remarks") or _("Accounting Entry for Stock"),
- "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")),
- "debit_in_account_currency": -1 * credit_amount
- }, credit_currency, item=d))
+ if credit_amount:
+ gl_entries.append(self.get_gl_dict({
+ "account": warehouse_account[d.from_warehouse]['account'] \
+ if d.from_warehouse else stock_rbnb,
+ "against": warehouse_account[d.warehouse]["account"],
+ "cost_center": d.cost_center,
+ "remarks": self.get("remarks") or _("Accounting Entry for Stock"),
+ "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")),
+ "debit_in_account_currency": -1 * credit_amount
+ }, credit_currency, item=d))
negative_expense_to_be_booked += flt(d.item_tax_amount)
diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
index d97b9e82c3..67161aa6dd 100644
--- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import unittest
+import json
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, cstr, today, random_string
@@ -18,6 +19,28 @@ class TestPurchaseReceipt(unittest.TestCase):
set_perpetual_inventory(0)
frappe.db.set_value("Buying Settings", None, "allow_multiple_items", 1)
+ def test_reverse_purchase_receipt_sle(self):
+
+ frappe.db.set_value('UOM', '_Test UOM', 'must_be_whole_number', 0)
+
+ pr = make_purchase_receipt(qty=0.5)
+
+ sl_entry = frappe.db.get_all("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr.name}, ['actual_qty'])
+
+ self.assertEqual(len(sl_entry), 1)
+ self.assertEqual(sl_entry[0].actual_qty, 0.5)
+
+ pr.cancel()
+
+ sl_entry_cancelled = frappe.db.get_all("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr.name}, ['actual_qty'], order_by='creation')
+
+ self.assertEqual(len(sl_entry_cancelled), 2)
+ self.assertEqual(sl_entry_cancelled[1].actual_qty, -0.5)
+
+ frappe.db.set_value('UOM', '_Test UOM', 'must_be_whole_number', 1)
+
def test_make_purchase_invoice(self):
pr = make_purchase_receipt(do_not_save=True)
self.assertRaises(frappe.ValidationError, make_purchase_invoice, pr.name)
@@ -121,6 +144,87 @@ class TestPurchaseReceipt(unittest.TestCase):
rm_supp_cost = sum([d.amount for d in pr.get("supplied_items")])
self.assertEqual(pr.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2))
+ def test_subcontracting_gle_fg_item_rate_zero(self):
+ from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
+ set_perpetual_inventory()
+ frappe.db.set_value("Buying Settings", None, "backflush_raw_materials_of_subcontract_based_on", "BOM")
+ make_stock_entry(item_code="_Test Item", target="Work In Progress - TCP1", qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+ make_stock_entry(item_code="_Test Item Home Desktop 100", target="Work In Progress - TCP1",
+ qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+ pr = make_purchase_receipt(item_code="_Test FG Item", qty=10, rate=0, is_subcontracted="Yes",
+ company="_Test Company with perpetual inventory", warehouse='Stores - TCP1', supplier_warehouse='Work In Progress - TCP1')
+
+ gl_entries = get_gl_entries("Purchase Receipt", pr.name)
+
+ self.assertFalse(gl_entries)
+
+ set_perpetual_inventory(0)
+
+ def test_subcontracting_over_receipt(self):
+ """
+ Behaviour: Raise multiple PRs against one PO that in total
+ receive more than the required qty in the PO.
+ Expected Result: Error Raised for Over Receipt against PO.
+ """
+ from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
+ from erpnext.buying.doctype.purchase_order.test_purchase_order import (update_backflush_based_on,
+ make_subcontracted_item, create_purchase_order)
+ from erpnext.buying.doctype.purchase_order.purchase_order import (make_purchase_receipt,
+ make_rm_stock_entry as make_subcontract_transfer_entry)
+
+ update_backflush_based_on("Material Transferred for Subcontract")
+ item_code = "_Test Subcontracted FG Item 1"
+ make_subcontracted_item(item_code)
+
+ po = create_purchase_order(item_code=item_code, qty=1,
+ is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC")
+
+ #stock raw materials in a warehouse before transfer
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code="_Test Item Home Desktop 100", qty=1, basic_rate=100)
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "Test Extra Item 1", qty=1, basic_rate=100)
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "_Test Item", qty=1, basic_rate=100)
+
+ rm_items = [
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[0].rm_item_code,
+ "item_name": "_Test Item",
+ "qty": po.supplied_items[0].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ },
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[1].rm_item_code,
+ "item_name": "Test Extra Item 1",
+ "qty": po.supplied_items[1].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ },
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[2].rm_item_code,
+ "item_name": "_Test Item Home Desktop 100",
+ "qty": po.supplied_items[2].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ }
+ ]
+ rm_item_string = json.dumps(rm_items)
+ se = frappe.get_doc(make_subcontract_transfer_entry(po.name, rm_item_string))
+ se.to_warehouse = "_Test Warehouse 1 - _TC"
+ se.save()
+ se.submit()
+
+ pr1 = make_purchase_receipt(po.name)
+ pr2 = make_purchase_receipt(po.name)
+
+ pr1.submit()
+ self.assertRaises(frappe.ValidationError, pr2.submit)
+
def test_serial_no_supplier(self):
pr = make_purchase_receipt(item_code="_Test Serialized Item With Series", qty=1)
self.assertEqual(frappe.db.get_value("Serial No", pr.get("items")[0].serial_no, "supplier"),
@@ -688,7 +792,7 @@ def make_purchase_receipt(**args):
"received_qty": received_qty,
"rejected_qty": rejected_qty,
"rejected_warehouse": args.rejected_warehouse or "_Test Rejected Warehouse - _TC" if rejected_qty != 0 else "",
- "rate": args.rate or 50,
+ "rate": args.rate if args.rate != None else 50,
"conversion_factor": args.conversion_factor or 1.0,
"serial_no": args.serial_no,
"stock_uom": args.stock_uom or "_Test UOM",
diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.py b/erpnext/stock/doctype/quality_inspection/quality_inspection.py
index 568e742876..c3bb514184 100644
--- a/erpnext/stock/doctype/quality_inspection/quality_inspection.py
+++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.py
@@ -59,6 +59,7 @@ class QualityInspection(Document):
(quality_inspection, self.modified, self.reference_name, self.item_code))
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def item_query(doctype, txt, searchfield, start, page_len, filters):
if filters.get("from"):
from frappe.desk.reportview import get_match_cond
@@ -88,6 +89,7 @@ def item_query(doctype, txt, searchfield, start, page_len, filters):
{'parent': filters.get('parent'), 'txt': "%%%s%%" % txt})
@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
def quality_inspection_query(doctype, txt, searchfield, start, page_len, filters):
return frappe.get_all('Quality Inspection',
limit_start=start,
diff --git a/erpnext/stock/doctype/serial_no/serial_no.json b/erpnext/stock/doctype/serial_no/serial_no.json
index 2be14c8006..3acf3a9316 100644
--- a/erpnext/stock/doctype/serial_no/serial_no.json
+++ b/erpnext/stock/doctype/serial_no/serial_no.json
@@ -1,6 +1,7 @@
{
"actions": [],
"allow_import": 1,
+ "allow_rename": 1,
"autoname": "field:serial_no",
"creation": "2013-05-16 10:59:15",
"description": "Distinct unit of an Item",
@@ -426,7 +427,7 @@
"icon": "fa fa-barcode",
"idx": 1,
"links": [],
- "modified": "2020-06-25 15:53:50.900855",
+ "modified": "2020-07-20 20:50:16.660433",
"modified_by": "Administrator",
"module": "Stock",
"name": "Serial No",
diff --git a/erpnext/stock/doctype/serial_no/serial_no.py b/erpnext/stock/doctype/serial_no/serial_no.py
index 90f0f5881d..f7ff916c5a 100644
--- a/erpnext/stock/doctype/serial_no/serial_no.py
+++ b/erpnext/stock/doctype/serial_no/serial_no.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import frappe
+import json
from frappe.model.naming import make_autoname
from frappe.utils import cint, cstr, flt, add_days, nowdate, getdate
@@ -190,6 +191,23 @@ class SerialNo(StockController):
if sle_exists:
frappe.throw(_("Cannot delete Serial No {0}, as it is used in stock transactions").format(self.name))
+ def before_rename(self, old, new, merge=False):
+ if merge:
+ frappe.throw(_("Sorry, Serial Nos cannot be merged"))
+
+ def after_rename(self, old, new, merge=False):
+ """rename serial_no text fields"""
+ for dt in frappe.db.sql("""select parent from tabDocField
+ where fieldname='serial_no' and fieldtype in ('Text', 'Small Text', 'Long Text')"""):
+
+ for item in frappe.db.sql("""select name, serial_no from `tab%s`
+ where serial_no like %s""" % (dt[0], frappe.db.escape('%' + old + '%'))):
+
+ serial_nos = map(lambda i: new if i.upper()==old.upper() else i, item[1].split('\n'))
+ frappe.db.sql("""update `tab%s` set serial_no = %s
+ where name=%s""" % (dt[0], '%s', '%s'),
+ ('\n'.join(list(serial_nos)), item[0]))
+
def update_serial_no_reference(self, serial_no=None):
last_sle = self.get_last_sle(serial_no)
self.set_purchase_details(last_sle.get("purchase_sle"))
@@ -520,15 +538,54 @@ def get_delivery_note_serial_no(item_code, qty, delivery_note):
return serial_nos
@frappe.whitelist()
-def auto_fetch_serial_number(qty, item_code, warehouse, batch_nos=None):
- import json
+def auto_fetch_serial_number(qty, item_code, warehouse, batch_nos=None, for_doctype=None):
filters = {
"item_code": item_code,
"warehouse": warehouse,
"delivery_document_no": "",
"sales_invoice": ""
}
- if batch_nos: filters["batch_no"] = ["in", json.loads(batch_nos)]
+
+ if batch_nos:
+ try:
+ filters["batch_no"] = ["in", json.loads(batch_nos)]
+ except:
+ filters["batch_no"] = ["in", [batch_nos]]
+
+ if for_doctype == 'POS Invoice':
+ reserved_serial_nos, unreserved_serial_nos = get_pos_reserved_serial_nos(filters, qty)
+ return unreserved_serial_nos
serial_numbers = frappe.get_list("Serial No", filters=filters, limit=qty, order_by="creation")
return [item['name'] for item in serial_numbers]
+
+@frappe.whitelist()
+def get_pos_reserved_serial_nos(filters, qty=None):
+ batch_no_cond = ""
+ if filters.get("batch_no"):
+ batch_no_cond = "and item.batch_no = {}".format(frappe.db.escape(filters.get('batch_no')))
+
+ reserved_serial_nos_str = [d.serial_no for d in frappe.db.sql("""select item.serial_no as serial_no
+ from `tabPOS Invoice` p, `tabPOS Invoice Item` item
+ where p.name = item.parent
+ and p.consolidated_invoice is NULL
+ and p.docstatus = 1
+ and item.docstatus = 1
+ and item.item_code = %s
+ and item.warehouse = %s
+ {}
+ """.format(batch_no_cond), [filters.get('item_code'), filters.get('warehouse')], as_dict=1)]
+
+ reserved_serial_nos = []
+ for s in reserved_serial_nos_str:
+ if not s: continue
+
+ serial_nos = s.split("\n")
+ serial_nos = ' '.join(serial_nos).split() # remove whitespaces
+ if len(serial_nos): reserved_serial_nos += serial_nos
+
+ filters["name"] = ["not in", reserved_serial_nos]
+ serial_numbers = frappe.get_list("Serial No", filters=filters, limit=qty, order_by="creation")
+ unreserved_serial_nos = [item['name'] for item in serial_numbers]
+
+ return reserved_serial_nos, unreserved_serial_nos
\ No newline at end of file
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.js b/erpnext/stock/doctype/stock_entry/stock_entry.js
index 53b986cb72..9845bc2f70 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.js
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.js
@@ -19,7 +19,6 @@ frappe.ui.form.on('Stock Entry', {
filters: [
['Stock Entry', 'docstatus', '=', 1],
['Stock Entry', 'per_transferred', '<','100'],
- ['Stock Entry', 'purpose', '=', 'Send to Warehouse']
]
}
});
@@ -171,9 +170,9 @@ frappe.ui.form.on('Stock Entry', {
}
}
- if (frm.doc.docstatus === 1 && frm.doc.purpose == 'Send to Warehouse') {
- if (frm.doc.per_transferred < 100) {
- frm.add_custom_button(__('Receive at Warehouse Entry'), function() {
+ if (frm.doc.docstatus === 1) {
+ if (frm.doc.add_to_transit && frm.doc.purpose=='Material Transfer' && frm.doc.per_transferred < 100) {
+ frm.add_custom_button('End Transit', function() {
frappe.model.open_mapped_doc({
method: "erpnext.stock.doctype.stock_entry.stock_entry.make_stock_in_entry",
frm: frm
@@ -266,6 +265,7 @@ frappe.ui.form.on('Stock Entry', {
stock_entry_type: function(frm){
frm.remove_custom_button('Bill of Materials', "Get items from");
frm.events.show_bom_custom_button(frm);
+ frm.trigger('add_to_transit');
},
purpose: function(frm) {
@@ -532,6 +532,26 @@ frappe.ui.form.on('Stock Entry', {
target_warehouse_address: function(frm) {
erpnext.utils.get_address_display(frm, 'target_warehouse_address', 'target_address_display', false);
+ },
+
+ add_to_transit: function(frm) {
+ if(frm.doc.add_to_transit && frm.doc.purpose=='Material Transfer') {
+ frm.set_value('stock_entry_type', 'Material Transfer');
+ frm.fields_dict.to_warehouse.get_query = function() {
+ return {
+ filters:{
+ 'warehouse_type' : 'Transit',
+ 'is_group': 0,
+ 'company': frm.doc.company
+ }
+ };
+ };
+ frappe.db.get_value('Company', frm.doc.company, 'default_in_transit_warehouse', (r) => {
+ if (r.default_in_transit_warehouse) {
+ frm.set_value('to_warehouse', r.default_in_transit_warehouse);
+ }
+ });
+ }
}
})
@@ -754,6 +774,7 @@ erpnext.stock.StockEntry = erpnext.stock.StockController.extend({
}
erpnext.hide_company();
erpnext.utils.add_item(this.frm);
+ this.frm.trigger('add_to_transit');
},
scan_barcode: function() {
@@ -919,8 +940,6 @@ erpnext.stock.StockEntry = erpnext.stock.StockController.extend({
doc.purpose!='Material Issue');
this.frm.fields_dict["items"].grid.set_column_disp("additional_cost", doc.purpose!='Material Issue');
- this.frm.toggle_reqd("outgoing_stock_entry",
- doc.purpose == 'Receive at Warehouse' ? 1: 0);
},
supplier: function(doc) {
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.json b/erpnext/stock/doctype/stock_entry/stock_entry.json
index 704ae41bc5..61e0df6723 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.json
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.json
@@ -13,6 +13,7 @@
"stock_entry_type",
"outgoing_stock_entry",
"purpose",
+ "add_to_transit",
"work_order",
"purchase_order",
"delivery_note_no",
@@ -116,11 +117,12 @@
"reqd": 1
},
{
- "depends_on": "eval:doc.purpose == 'Receive at Warehouse'",
+ "depends_on": "eval:doc.purpose == 'Material Transfer'",
"fieldname": "outgoing_stock_entry",
"fieldtype": "Link",
"label": "Stock Entry (Outward GIT)",
- "options": "Stock Entry"
+ "options": "Stock Entry",
+ "read_only": 1
},
{
"bold": 1,
@@ -132,7 +134,7 @@
"label": "Purpose",
"oldfieldname": "purpose",
"oldfieldtype": "Select",
- "options": "Material Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor\nSend to Warehouse\nReceive at Warehouse",
+ "options": "Material Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor",
"read_only": 1
},
{
@@ -630,13 +632,21 @@
{
"fieldname": "print_settings_col_break",
"fieldtype": "Column Break"
+ },
+ {
+ "default": "0",
+ "depends_on": "eval: doc.purpose=='Material Transfer' && !doc.outgoing_stock_entry",
+ "fieldname": "add_to_transit",
+ "fieldtype": "Check",
+ "label": "Add to Transit",
+ "no_copy": 1
}
],
"icon": "fa fa-file-text",
"idx": 1,
"is_submittable": 1,
"links": [],
- "modified": "2020-04-23 12:56:52.881752",
+ "modified": "2020-08-11 19:10:07.954981",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Entry",
diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.py b/erpnext/stock/doctype/stock_entry/stock_entry.py
index 229cf027bd..30bcccdda6 100644
--- a/erpnext/stock/doctype/stock_entry/stock_entry.py
+++ b/erpnext/stock/doctype/stock_entry/stock_entry.py
@@ -96,6 +96,11 @@ class StockEntry(StockController):
self.update_quality_inspection()
if self.work_order and self.purpose == "Manufacture":
self.update_so_in_serial_number()
+
+ if self.purpose == 'Material Transfer' and self.add_to_transit:
+ self.set_material_request_transfer_status('In Transit')
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+ self.set_material_request_transfer_status('Completed')
def on_cancel(self):
@@ -116,6 +121,11 @@ class StockEntry(StockController):
self.update_quality_inspection()
self.delete_auto_created_batches()
+ if self.purpose == 'Material Transfer' and self.add_to_transit:
+ self.set_material_request_transfer_status('Not Started')
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+ self.set_material_request_transfer_status('In Transit')
+
def set_job_card_data(self):
if self.job_card and not self.work_order:
data = frappe.db.get_value('Job Card',
@@ -133,7 +143,7 @@ class StockEntry(StockController):
def validate_purpose(self):
valid_purposes = ["Material Issue", "Material Receipt", "Material Transfer",
"Material Transfer for Manufacture", "Manufacture", "Repack", "Send to Subcontractor",
- "Material Consumption for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+ "Material Consumption for Manufacture"]
if self.purpose not in valid_purposes:
frappe.throw(_("Purpose must be one of {0}").format(comma_or(valid_purposes)))
@@ -199,7 +209,8 @@ class StockEntry(StockController):
item.set(f, item_details.get(f))
if not item.transfer_qty and item.qty:
- item.transfer_qty = item.qty * item.conversion_factor
+ item.transfer_qty = flt(flt(item.qty) * flt(item.conversion_factor),
+ self.precision("transfer_qty", item))
if (self.purpose in ("Material Transfer", "Material Transfer for Manufacture")
and not item.serial_no
@@ -258,10 +269,10 @@ class StockEntry(StockController):
"""perform various (sometimes conditional) validations on warehouse"""
source_mandatory = ["Material Issue", "Material Transfer", "Send to Subcontractor", "Material Transfer for Manufacture",
- "Material Consumption for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+ "Material Consumption for Manufacture"]
target_mandatory = ["Material Receipt", "Material Transfer", "Send to Subcontractor",
- "Material Transfer for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+ "Material Transfer for Manufacture"]
validate_for_manufacture = any([d.bom_no for d in self.get("items")])
@@ -809,7 +820,7 @@ class StockEntry(StockController):
def set_items_for_stock_in(self):
self.items = []
- if self.outgoing_stock_entry and self.purpose == 'Receive at Warehouse':
+ if self.outgoing_stock_entry and self.purpose == 'Material Transfer':
doc = frappe.get_doc('Stock Entry', self.outgoing_stock_entry)
if doc.per_transferred == 100:
@@ -1210,13 +1221,25 @@ class StockEntry(StockController):
def validate_with_material_request(self):
for item in self.get("items"):
- if item.material_request:
+ material_request = item.material_request or None
+ material_request_item = item.material_request_item or None
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+ parent_se = frappe.get_value("Stock Entry Detail", item.ste_detail, ['material_request','material_request_item'],as_dict=True)
+ if parent_se:
+ material_request = parent_se.material_request
+ material_request_item = parent_se.material_request_item
+
+ if material_request:
mreq_item = frappe.db.get_value("Material Request Item",
- {"name": item.material_request_item, "parent": item.material_request},
+ {"name": material_request_item, "parent": material_request},
["item_code", "warehouse", "idx"], as_dict=True)
- if mreq_item.item_code != item.item_code or \
- mreq_item.warehouse != (item.s_warehouse if self.purpose== "Material Issue" else item.t_warehouse):
- frappe.throw(_("Item or Warehouse for row {0} does not match Material Request").format(item.idx),
+ if mreq_item.item_code != item.item_code:
+ frappe.throw(_("Item for row {0} does not match Material Request").format(item.idx),
+ frappe.MappingMismatchError)
+ elif self.purpose == "Material Transfer" and self.add_to_transit:
+ continue
+ elif mreq_item.warehouse != (item.s_warehouse if self.purpose == "Material Issue" else item.t_warehouse):
+ frappe.throw(_("Warehouse for row {0} does not match Material Request").format(item.idx),
frappe.MappingMismatchError)
def validate_batch(self):
@@ -1284,7 +1307,7 @@ class StockEntry(StockController):
to fullfill Sales Order {2}.").format(item.item_code, sr, sales_order))
def update_transferred_qty(self):
- if self.purpose == 'Receive at Warehouse':
+ if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
stock_entries = {}
stock_entries_child_list = []
for d in self.items:
@@ -1342,6 +1365,20 @@ class StockEntry(StockController):
'reference_type': reference_type,
'reference_name': reference_name
})
+ def set_material_request_transfer_status(self, status):
+ material_requests = []
+ if self.outgoing_stock_entry:
+ parent_se = frappe.get_value("Stock Entry", self.outgoing_stock_entry, 'add_to_transit')
+
+ for item in self.items:
+ material_request = item.material_request or None
+ if self.purpose == "Material Transfer" and material_request not in material_requests:
+ if self.outgoing_stock_entry and parent_se:
+ material_request = frappe.get_value("Stock Entry Detail", item.ste_detail, 'material_request')
+
+ if material_request and material_request not in material_requests:
+ material_requests.append(material_request)
+ frappe.db.set_value('Material Request', material_request, 'transfer_status', status)
@frappe.whitelist()
def move_sample_to_retention_warehouse(company, items):
@@ -1381,12 +1418,19 @@ def move_sample_to_retention_warehouse(company, items):
@frappe.whitelist()
def make_stock_in_entry(source_name, target_doc=None):
+
def set_missing_values(source, target):
- target.purpose = 'Receive at Warehouse'
target.set_stock_entry_type()
def update_item(source_doc, target_doc, source_parent):
target_doc.t_warehouse = ''
+
+ if source_doc.material_request_item and source_doc.material_request :
+ add_to_transit = frappe.db.get_value('Stock Entry', source_name, 'add_to_transit')
+ if add_to_transit:
+ warehouse = frappe.get_value('Material Request Item', source_doc.material_request_item, 'warehouse')
+ target_doc.t_warehouse = warehouse
+
target_doc.s_warehouse = source_doc.t_warehouse
target_doc.qty = source_doc.qty - source_doc.transferred_qty
diff --git a/erpnext/stock/doctype/stock_entry/test_stock_entry.py b/erpnext/stock/doctype/stock_entry/test_stock_entry.py
index 0fbc63101e..d98870de3e 100644
--- a/erpnext/stock/doctype/stock_entry/test_stock_entry.py
+++ b/erpnext/stock/doctype/stock_entry/test_stock_entry.py
@@ -413,7 +413,7 @@ class TestStockEntry(unittest.TestCase):
def test_serial_item_error(self):
se, serial_nos = self.test_serial_by_series()
if not frappe.db.exists('Serial No', 'ABCD'):
- make_serialized_item("_Test Serialized Item", "ABCD\nEFGH")
+ make_serialized_item(item_code="_Test Serialized Item", serial_no="ABCD\nEFGH")
se = frappe.copy_doc(test_records[0])
se.purpose = "Material Transfer"
@@ -737,34 +737,6 @@ class TestStockEntry(unittest.TestCase):
self.assertEqual(se.get("items")[0].allow_zero_valuation_rate, 1)
self.assertEqual(se.get("items")[0].amount, 0)
- def test_goods_in_transit(self):
- from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
- warehouse = "_Test Warehouse FG 1 - _TC"
-
- if not frappe.db.exists('Warehouse', warehouse):
- create_warehouse("_Test Warehouse FG 1")
-
- outward_entry = make_stock_entry(item_code="_Test Item",
- purpose="Send to Warehouse",
- source="_Test Warehouse - _TC",
- target="_Test Warehouse 1 - _TC", qty=50, basic_rate=100)
-
- inward_entry1 = make_stock_in_entry(outward_entry.name)
- inward_entry1.items[0].t_warehouse = warehouse
- inward_entry1.items[0].qty = 25
- inward_entry1.submit()
-
- doc = frappe.get_doc('Stock Entry', outward_entry.name)
- self.assertEqual(doc.per_transferred, 50)
-
- inward_entry2 = make_stock_in_entry(outward_entry.name)
- inward_entry2.items[0].t_warehouse = warehouse
- inward_entry2.items[0].qty = 25
- inward_entry2.submit()
-
- doc = frappe.get_doc('Stock Entry', outward_entry.name)
- self.assertEqual(doc.per_transferred, 100)
-
def test_gle_for_opening_stock_entry(self):
mr = make_stock_entry(item_code="_Test Item", target="Stores - TCP1", company="_Test Company with perpetual inventory",qty=50, basic_rate=100, expense_account="Stock Adjustment - TCP1", is_opening="Yes", do_not_save=True)
@@ -823,15 +795,29 @@ class TestStockEntry(unittest.TestCase):
])
)
-def make_serialized_item(item_code=None, serial_no=None, target_warehouse=None):
+def make_serialized_item(**args):
+ args = frappe._dict(args)
se = frappe.copy_doc(test_records[0])
- se.get("items")[0].item_code = item_code or "_Test Serialized Item With Series"
- se.get("items")[0].serial_no = serial_no
+
+ if args.company:
+ se.company = args.company
+
+ se.get("items")[0].item_code = args.item_code or "_Test Serialized Item With Series"
+
+ if args.serial_no:
+ se.get("items")[0].serial_no = args.serial_no
+
+ if args.cost_center:
+ se.get("items")[0].cost_center = args.cost_center
+
+ if args.expense_account:
+ se.get("items")[0].expense_account = args.expense_account
+
se.get("items")[0].qty = 2
se.get("items")[0].transfer_qty = 2
- if target_warehouse:
- se.get("items")[0].t_warehouse = target_warehouse
+ if args.target_warehouse:
+ se.get("items")[0].t_warehouse = args.target_warehouse
se.set_stock_entry_type()
se.insert()
diff --git a/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json b/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json
index edee3c7dc9..0f2b55ec34 100644
--- a/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json
+++ b/erpnext/stock/doctype/stock_entry_type/stock_entry_type.json
@@ -1,156 +1,83 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
+ "actions": [],
"autoname": "Prompt",
- "beta": 0,
"creation": "2019-03-13 16:23:46.636769",
- "custom": 0,
- "docstatus": 0,
"doctype": "DocType",
- "document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
+ "field_order": [
+ "purpose"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 0,
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "columns": 0,
"default": "Material Issue",
- "fetch_if_empty": 0,
"fieldname": "purpose",
"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": "Purpose",
- "length": 0,
- "no_copy": 0,
- "options": "\nMaterial Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor\nSend to Warehouse\nReceive at Warehouse",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "remember_last_selected_value": 0,
- "report_hide": 0,
+ "options": "\nMaterial Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor",
"reqd": 1,
- "search_index": 0,
- "set_only_once": 1,
- "translatable": 0,
- "unique": 0
+ "set_only_once": 1
}
],
- "has_web_view": 0,
- "hide_heading": 0,
- "hide_toolbar": 0,
- "idx": 0,
- "image_view": 0,
- "in_create": 0,
- "is_submittable": 0,
- "issingle": 0,
- "istable": 0,
- "max_attachments": 0,
- "modified": "2019-03-26 12:02:42.144377",
+ "links": [],
+ "modified": "2020-08-10 23:24:37.160817",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Entry Type",
- "name_case": "",
"owner": "Administrator",
"permissions": [
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Manufacturing Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Stock Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Stock User",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
}
],
"quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "ASC",
- "track_changes": 1,
- "track_seen": 0,
- "track_views": 0
+ "track_changes": 1
}
\ No newline at end of file
diff --git a/erpnext/stock/doctype/warehouse/warehouse.json b/erpnext/stock/doctype/warehouse/warehouse.json
index 3b49c4ca52..1cc600b9ca 100644
--- a/erpnext/stock/doctype/warehouse/warehouse.json
+++ b/erpnext/stock/doctype/warehouse/warehouse.json
@@ -45,7 +45,6 @@
"oldfieldtype": "Section Break"
},
{
- "description": "If blank, parent Warehouse Account or company default will be considered",
"fieldname": "warehouse_name",
"fieldtype": "Data",
"label": "Warehouse Name",
@@ -86,6 +85,7 @@
"fieldtype": "Column Break"
},
{
+ "description": "If blank, parent Warehouse Account or company default will be considered in transactions",
"fieldname": "account",
"fieldtype": "Link",
"label": "Account",
@@ -236,7 +236,7 @@
"idx": 1,
"is_tree": 1,
"links": [],
- "modified": "2020-07-16 15:43:50.653256",
+ "modified": "2020-08-03 18:41:52.442502",
"modified_by": "Administrator",
"module": "Stock",
"name": "Warehouse",
diff --git a/erpnext/stock/get_item_details.py b/erpnext/stock/get_item_details.py
index b8554c83e2..1a7c15ebca 100644
--- a/erpnext/stock/get_item_details.py
+++ b/erpnext/stock/get_item_details.py
@@ -401,13 +401,30 @@ def get_item_warehouse(item, args, overwrite_warehouse, defaults={}):
return warehouse
def update_barcode_value(out):
- from erpnext.accounts.doctype.sales_invoice.pos import get_barcode_data
barcode_data = get_barcode_data([out])
# If item has one barcode then update the value of the barcode field
if barcode_data and len(barcode_data.get(out.item_code)) == 1:
out['barcode'] = barcode_data.get(out.item_code)[0]
+def get_barcode_data(items_list):
+ # get itemwise batch no data
+ # exmaple: {'LED-GRE': [Batch001, Batch002]}
+ # where LED-GRE is item code, SN0001 is serial no and Pune is warehouse
+
+ itemwise_barcode = {}
+ for item in items_list:
+ barcodes = frappe.db.sql("""
+ select barcode from `tabItem Barcode` where parent = %s
+ """, item.item_code, as_dict=1)
+
+ for barcode in barcodes:
+ if item.item_code not in itemwise_barcode:
+ itemwise_barcode.setdefault(item.item_code, [])
+ itemwise_barcode[item.item_code].append(barcode.get("barcode"))
+
+ return itemwise_barcode
+
@frappe.whitelist()
def get_item_tax_info(company, tax_category, item_codes):
out = {}
diff --git a/erpnext/stock/number_card/total_active_items/total_active_items.json b/erpnext/stock/number_card/total_active_items/total_active_items.json
new file mode 100644
index 0000000000..f6863b96d7
--- /dev/null
+++ b/erpnext/stock/number_card/total_active_items/total_active_items.json
@@ -0,0 +1,20 @@
+{
+ "creation": "2020-07-20 21:01:04.422436",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Item",
+ "filters_json": "[[\"Item\",\"disabled\",\"=\",0]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Total Active Items",
+ "modified": "2020-07-22 13:08:30.430677",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Total Active Items",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/stock/number_card/total_stock_value/total_stock_value.json b/erpnext/stock/number_card/total_stock_value/total_stock_value.json
new file mode 100644
index 0000000000..8e480a6b3e
--- /dev/null
+++ b/erpnext/stock/number_card/total_stock_value/total_stock_value.json
@@ -0,0 +1,21 @@
+{
+ "aggregate_function_based_on": "stock_value",
+ "creation": "2020-07-20 21:01:04.495481",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Bin",
+ "filters_json": "[]",
+ "function": "Sum",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Total Stock Value",
+ "modified": "2020-07-22 13:08:48.412001",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Total Stock Value",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Daily",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/stock/number_card/total_warehouses/total_warehouses.json b/erpnext/stock/number_card/total_warehouses/total_warehouses.json
new file mode 100644
index 0000000000..ab0836a3af
--- /dev/null
+++ b/erpnext/stock/number_card/total_warehouses/total_warehouses.json
@@ -0,0 +1,20 @@
+{
+ "creation": "2020-07-20 21:01:04.457598",
+ "docstatus": 0,
+ "doctype": "Number Card",
+ "document_type": "Warehouse",
+ "filters_json": "[[\"Warehouse\",\"disabled\",\"=\",0]]",
+ "function": "Count",
+ "idx": 0,
+ "is_public": 1,
+ "is_standard": 1,
+ "label": "Total Warehouses",
+ "modified": "2020-07-22 13:08:40.258927",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Total Warehouses",
+ "owner": "Administrator",
+ "show_percentage_stats": 1,
+ "stats_time_interval": "Monthly",
+ "type": "Document Type"
+}
\ No newline at end of file
diff --git a/erpnext/stock/report/stock_ageing/stock_ageing.js b/erpnext/stock/report/stock_ageing/stock_ageing.js
index ccde61a167..8495142ba5 100644
--- a/erpnext/stock/report/stock_ageing/stock_ageing.js
+++ b/erpnext/stock/report/stock_ageing/stock_ageing.js
@@ -36,6 +36,27 @@ frappe.query_reports["Stock Ageing"] = {
"fieldtype": "Link",
"options": "Brand"
},
+ {
+ "fieldname":"range1",
+ "label": __("Ageing Range 1"),
+ "fieldtype": "Int",
+ "default": "30",
+ "reqd": 1
+ },
+ {
+ "fieldname":"range2",
+ "label": __("Ageing Range 2"),
+ "fieldtype": "Int",
+ "default": "60",
+ "reqd": 1
+ },
+ {
+ "fieldname":"range3",
+ "label": __("Ageing Range 3"),
+ "fieldtype": "Int",
+ "default": "90",
+ "reqd": 1
+ },
{
"fieldname":"show_warehouse_wise_stock",
"label": __("Show Warehouse-wise Stock"),
diff --git a/erpnext/stock/report/stock_ageing/stock_ageing.py b/erpnext/stock/report/stock_ageing/stock_ageing.py
index d5878cb662..4af3c541a6 100644
--- a/erpnext/stock/report/stock_ageing/stock_ageing.py
+++ b/erpnext/stock/report/stock_ageing/stock_ageing.py
@@ -4,12 +4,11 @@
from __future__ import unicode_literals
import frappe
from frappe import _
-from frappe.utils import date_diff, flt
+from frappe.utils import date_diff, flt, cint
from six import iteritems
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
def execute(filters=None):
-
columns = get_columns(filters)
item_details = get_fifo_queue(filters)
to_date = filters["to_date"]
@@ -25,6 +24,7 @@ def execute(filters=None):
average_age = get_average_age(fifo_queue, to_date)
earliest_age = date_diff(to_date, fifo_queue[0][1])
latest_age = date_diff(to_date, fifo_queue[-1][1])
+ range1, range2, range3, above_range3 = get_range_age(filters, fifo_queue, to_date)
row = [details.name, details.item_name,
details.description, details.item_group, details.brand]
@@ -33,6 +33,7 @@ def execute(filters=None):
row.append(details.warehouse)
row.extend([item_dict.get("total_qty"), average_age,
+ range1, range2, range3, above_range3,
earliest_age, latest_age, details.stock_uom])
data.append(row)
@@ -55,7 +56,25 @@ def get_average_age(fifo_queue, to_date):
return flt(age_qty / total_qty, 2) if total_qty else 0.0
+def get_range_age(filters, fifo_queue, to_date):
+ range1 = range2 = range3 = above_range3 = 0.0
+ for item in fifo_queue:
+ age = date_diff(to_date, item[1])
+
+ if age <= filters.range1:
+ range1 += flt(item[0])
+ elif age <= filters.range2:
+ range2 += flt(item[0])
+ elif age <= filters.range3:
+ range3 += flt(item[0])
+ else:
+ above_range3 += flt(item[0])
+
+ return range1, range2, range3, above_range3
+
def get_columns(filters):
+ range_columns = []
+ setup_ageing_columns(filters, range_columns)
columns = [
{
"label": _("Item Code"),
@@ -112,7 +131,9 @@ def get_columns(filters):
"fieldname": "average_age",
"fieldtype": "Float",
"width": 100
- },
+ }])
+ columns.extend(range_columns)
+ columns.extend([
{
"label": _("Earliest"),
"fieldname": "earliest",
@@ -263,3 +284,18 @@ def get_chart_data(data, filters):
},
"type" : "bar"
}
+
+def setup_ageing_columns(filters, range_columns):
+ for i, label in enumerate(["0-{range1}".format(range1=filters["range1"]),
+ "{range1}-{range2}".format(range1=cint(filters["range1"])+ 1, range2=filters["range2"]),
+ "{range2}-{range3}".format(range2=cint(filters["range2"])+ 1, range3=filters["range3"]),
+ "{range3}-{above}".format(range3=cint(filters["range3"])+ 1, above=_("Above"))]):
+ add_column(range_columns, label="Age ("+ label +")", fieldname='range' + str(i+1))
+
+def add_column(range_columns, label, fieldname, fieldtype='Float', width=140):
+ range_columns.append(dict(
+ label=label,
+ fieldname=fieldname,
+ fieldtype=fieldtype,
+ width=width
+ ))
\ No newline at end of file
diff --git a/erpnext/stock/stock_dashboard/stock/stock.json b/erpnext/stock/stock_dashboard/stock/stock.json
new file mode 100644
index 0000000000..dee7fed6c2
--- /dev/null
+++ b/erpnext/stock/stock_dashboard/stock/stock.json
@@ -0,0 +1,47 @@
+{
+ "cards": [
+ {
+ "card": "Total Active Items"
+ },
+ {
+ "card": "Total Warehouses"
+ },
+ {
+ "card": "Total Stock Value"
+ }
+ ],
+ "charts": [
+ {
+ "chart": "Warehouse wise Stock Value",
+ "width": "Full"
+ },
+ {
+ "chart": "Purchase Receipt Trends",
+ "width": "Half"
+ },
+ {
+ "chart": "Delivery Trends",
+ "width": "Half"
+ },
+ {
+ "chart": "Oldest Items",
+ "width": "Half"
+ },
+ {
+ "chart": "Item Shortage Summary",
+ "width": "Half"
+ }
+ ],
+ "creation": "2020-07-20 21:01:04.549136",
+ "dashboard_name": "Stock",
+ "docstatus": 0,
+ "doctype": "Dashboard",
+ "idx": 0,
+ "is_default": 1,
+ "is_standard": 1,
+ "modified": "2020-07-22 13:09:33.096694",
+ "modified_by": "Administrator",
+ "module": "Stock",
+ "name": "Stock",
+ "owner": "Administrator"
+}
\ No newline at end of file
diff --git a/erpnext/stock/stock_ledger.py b/erpnext/stock/stock_ledger.py
index e1b3730f2f..f4490f1b01 100644
--- a/erpnext/stock/stock_ledger.py
+++ b/erpnext/stock/stock_ledger.py
@@ -31,7 +31,7 @@ def make_sl_entries(sl_entries, allow_negative_stock=False, via_landed_cost_vouc
sle['posting_time'] = now_datetime().strftime('%H:%M:%S.%f')
if cancel:
- sle['actual_qty'] = -flt(sle.get('actual_qty'), 0)
+ sle['actual_qty'] = -flt(sle.get('actual_qty'))
if sle['actual_qty'] < 0 and not sle.get('outgoing_rate'):
sle['outgoing_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
diff --git a/erpnext/support/doctype/issue/issue.js b/erpnext/support/doctype/issue/issue.js
index 9e15757ce0..858564a527 100644
--- a/erpnext/support/doctype/issue/issue.js
+++ b/erpnext/support/doctype/issue/issue.js
@@ -209,11 +209,11 @@ function set_time_to_resolve_and_response(frm) {
frm.dashboard.set_headline_alert(
'
${item_data.description}
`
+ }
+ return ``;
+ }
+ }
+
+ scroll_to_item($item) {
+ if ($item.length === 0) return;
+ const scrollTop = $item.offset().top - this.$cart_items_wrapper.offset().top + this.$cart_items_wrapper.scrollTop();
+ this.$cart_items_wrapper.animate({ scrollTop });
+ }
+
+ update_selector_value_in_cart_item(selector, value, item) {
+ const $item_to_update = this.get_cart_item(item);
+ $item_to_update.attr(`data-${selector}`, value);
+ }
+
+ toggle_checkout_btn(show_checkout) {
+ if (show_checkout) {
+ this.$totals_section.find('.checkout-btn').removeClass('d-none');
+ this.$totals_section.find('.edit-cart-btn').addClass('d-none');
+ } else {
+ this.$totals_section.find('.checkout-btn').addClass('d-none');
+ this.$totals_section.find('.edit-cart-btn').removeClass('d-none');
+ }
+ }
+
+ highlight_checkout_btn(toggle) {
+ const has_primary_class = this.$totals_section.find('.checkout-btn').hasClass('bg-primary');
+ if (toggle && !has_primary_class) {
+ this.$totals_section.find('.checkout-btn').addClass('bg-primary text-white text-lg');
+ } else if (!toggle && has_primary_class) {
+ this.$totals_section.find('.checkout-btn').removeClass('bg-primary text-white text-lg');
+ }
+ }
+
+ update_empty_cart_section(no_of_cart_items) {
+ const $no_item_element = this.$cart_items_wrapper.find('.no-item-wrapper');
+
+ // if cart has items and no item is present
+ no_of_cart_items > 0 && $no_item_element && $no_item_element.remove()
+ && this.$cart_items_wrapper.removeClass('mt-4 border-grey border-dashed') && this.$cart_header.removeClass('d-none');
+
+ no_of_cart_items === 0 && !$no_item_element.length && this.make_no_items_placeholder();
+ }
+
+ on_numpad_event($btn) {
+ const current_action = $btn.attr('data-button-value');
+ const action_is_field_edit = ['qty', 'discount_percentage', 'rate'].includes(current_action);
+
+ this.highlight_numpad_btn($btn, current_action);
+
+ const action_is_pressed_twice = this.prev_action === current_action;
+ const first_click_event = !this.prev_action;
+ const field_to_edit_changed = this.prev_action && this.prev_action != current_action;
+
+ if (action_is_field_edit) {
+
+ if (first_click_event || field_to_edit_changed) {
+ this.prev_action = current_action;
+ } else if (action_is_pressed_twice) {
+ this.prev_action = undefined;
+ }
+ this.numpad_value = '';
+
+ } else if (current_action === 'checkout') {
+ this.prev_action = undefined;
+ this.toggle_item_highlight();
+ this.events.numpad_event(undefined, current_action);
+ return;
+ } else if (current_action === 'remove') {
+ this.prev_action = undefined;
+ this.toggle_item_highlight();
+ this.events.numpad_event(undefined, current_action);
+ return;
+ } else {
+ this.numpad_value = current_action === 'delete' ? this.numpad_value.slice(0, -1) : this.numpad_value + current_action;
+ this.numpad_value = this.numpad_value || 0;
+ }
+
+ const first_click_event_is_not_field_edit = !action_is_field_edit && first_click_event;
+
+ if (first_click_event_is_not_field_edit) {
+ frappe.show_alert({
+ indicator: 'red',
+ message: __('Please select a field to edit from numpad')
+ });
+ frappe.utils.play_sound("error");
+ return;
+ }
+
+ if (flt(this.numpad_value) > 100 && this.prev_action === 'discount_percentage') {
+ frappe.show_alert({
+ message: __('Discount cannot be greater than 100%'),
+ indicator: 'orange'
+ });
+ frappe.utils.play_sound("error");
+ this.numpad_value = current_action;
+ }
+
+ this.events.numpad_event(this.numpad_value, this.prev_action);
+ }
+
+ highlight_numpad_btn($btn, curr_action) {
+ const curr_action_is_highlighted = $btn.hasClass('shadow-inner');
+ const curr_action_is_action = ['qty', 'discount_percentage', 'rate', 'done'].includes(curr_action);
+
+ if (!curr_action_is_highlighted) {
+ $btn.addClass('shadow-inner bg-selected');
+ }
+ if (this.prev_action === curr_action && curr_action_is_highlighted) {
+ // if Qty is pressed twice
+ $btn.removeClass('shadow-inner bg-selected');
+ }
+ if (this.prev_action && this.prev_action !== curr_action && curr_action_is_action) {
+ // Order: Qty -> Rate then remove Qty highlight
+ const prev_btn = $(`[data-button-value='${this.prev_action}']`);
+ prev_btn.removeClass('shadow-inner bg-selected');
+ }
+ if (!curr_action_is_action || curr_action === 'done') {
+ // if numbers are clicked
+ setTimeout(() => {
+ $btn.removeClass('shadow-inner bg-selected');
+ }, 100);
+ }
+ }
+
+ toggle_numpad(show) {
+ if (show) {
+ this.$totals_section.addClass('d-none');
+ this.$numpad_section.removeClass('d-none');
+ } else {
+ this.$totals_section.removeClass('d-none');
+ this.$numpad_section.addClass('d-none');
+ }
+ this.reset_numpad();
+ }
+
+ reset_numpad() {
+ this.numpad_value = '';
+ this.prev_action = undefined;
+ this.$numpad_section.find('.shadow-inner').removeClass('shadow-inner bg-selected');
+ }
+
+ toggle_numpad_field_edit(fieldname) {
+ if (['qty', 'discount_percentage', 'rate'].includes(fieldname)) {
+ this.$numpad_section.find(`[data-button-value="${fieldname}"]`).click();
+ }
+ }
+
+ toggle_customer_info(show) {
+ if (show) {
+ this.$cart_container.addClass('d-none')
+ this.$customer_section.addClass('flex-1 scroll-y').removeClass('mb-0 border pr-4 pl-4')
+ this.$customer_section.find('.icon').addClass('w-24 h-24 text-2xl').removeClass('w-12 h-12 text-md')
+ this.$customer_section.find('.customer-header').removeClass('h-18');
+ this.$customer_section.find('.customer-details').addClass('sticky z-100 bg-white');
+
+ this.$customer_section.find('.customer-name').html(
+ `${this.customer_info.customer}
+ `
+ )
+
+ this.$customer_section.find('.customer-details').append(
+ `
+
`
+ )
+ // transactions need to be in diff div from sticky elem for scrolling
+ this.$customer_section.append(``)
+
+ this.render_customer_info_form();
+ this.fetch_customer_transactions();
+
+ } else {
+ this.$cart_container.removeClass('d-none');
+ this.$customer_section.removeClass('flex-1 scroll-y').addClass('mb-0 border pr-4 pl-4');
+ this.$customer_section.find('.icon').addClass('w-12 h-12 text-md').removeClass('w-24 h-24 text-2xl');
+ this.$customer_section.find('.customer-header').addClass('h-18')
+ this.$customer_section.find('.customer-details').removeClass('sticky z-100 bg-white');
+
+ this.update_customer_section();
+ }
+ }
+
+ render_customer_info_form() {
+ const $customer_form = this.$customer_section.find('.customer-form');
+
+ const dfs = [{
+ fieldname: 'email_id',
+ label: __('Email'),
+ fieldtype: 'Data',
+ options: 'email',
+ placeholder: __("Enter customer's email")
+ },{
+ fieldname: 'mobile_no',
+ label: __('Phone Number'),
+ fieldtype: 'Data',
+ placeholder: __("Enter customer's phone number")
+ },{
+ fieldname: 'loyalty_program',
+ label: __('Loyalty Program'),
+ fieldtype: 'Link',
+ options: 'Loyalty Program',
+ placeholder: __("Select Loyalty Program")
+ },{
+ fieldname: 'loyalty_points',
+ label: __('Loyalty Points'),
+ fieldtype: 'Int',
+ read_only: 1
+ }];
+
+ const me = this;
+ dfs.forEach(df => {
+ this[`customer_${df.fieldname}_field`] = frappe.ui.form.make_control({
+ df: { ...df,
+ onchange: handle_customer_field_change,
+ },
+ parent: $customer_form.find(`.${df.fieldname}-field`),
+ render_input: true,
+ });
+ this[`customer_${df.fieldname}_field`].set_value(this.customer_info[df.fieldname]);
+ })
+
+ function handle_customer_field_change() {
+ const current_value = me.customer_info[this.df.fieldname];
+ const current_customer = me.customer_info.customer;
+
+ if (this.value && current_value != this.value && this.df.fieldname != 'loyalty_points') {
+ frappe.call({
+ method: 'erpnext.selling.page.point_of_sale.point_of_sale.set_customer_info',
+ args: {
+ fieldname: this.df.fieldname,
+ customer: current_customer,
+ value: this.value
+ },
+ callback: (r) => {
+ if(!r.exc) {
+ me.customer_info[this.df.fieldname] = this.value;
+ frappe.show_alert({
+ message: __("Customer contact updated successfully."),
+ indicator: 'green'
+ });
+ frappe.utils.play_sound("submit");
+ }
+ }
+ });
+ }
+ }
+ }
+
+ fetch_customer_transactions() {
+ frappe.db.get_list('POS Invoice', {
+ filters: { customer: this.customer_info.customer, docstatus: 1 },
+ fields: ['name', 'grand_total', 'status', 'posting_date', 'posting_time', 'currency'],
+ limit: 20
+ }).then((res) => {
+ const transaction_container = this.$customer_section.find('.customer-transactions');
+
+ if (!res.length) {
+ transaction_container.removeClass('flex-1 border rounded').html(
+ `CONTACT DETAILS
+
+
+
+
+
+
+ RECENT TRANSACTIONS
+ No recent transactions found
`
+ )
+ return;
+ };
+
+ const elapsed_time = moment(res[0].posting_date+" "+res[0].posting_time).fromNow();
+ this.$customer_section.find('.last-transacted-on').html(`Last transacted ${elapsed_time}`);
+
+ res.forEach(invoice => {
+ const posting_datetime = moment(invoice.posting_date+" "+invoice.posting_time).format("Do MMMM, h:mma");
+ let indicator_color = '';
+
+ if (in_list(['Paid', 'Consolidated'], invoice.status)) (indicator_color = 'green');
+ if (invoice.status === 'Draft') (indicator_color = 'red');
+ if (invoice.status === 'Return') (indicator_color = 'grey');
+
+ transaction_container.append(
+ `
+
`
+ )
+ });
+ })
+ }
+
+ load_invoice() {
+ const frm = this.events.get_frm();
+ this.fetch_customer_details(frm.doc.customer).then(() => {
+ this.events.customer_details_updated(this.customer_info);
+ this.update_customer_section();
+ })
+
+ this.$cart_items_wrapper.html('');
+ if (frm.doc.items.length) {
+ frm.doc.items.forEach(item => {
+ this.update_item_html(item);
+ });
+ } else {
+ this.make_no_items_placeholder();
+ this.highlight_checkout_btn(false);
+ }
+
+ this.update_totals_section(frm);
+
+ if(frm.doc.docstatus === 1) {
+ this.$totals_section.find('.checkout-btn').addClass('d-none');
+ this.$totals_section.find('.edit-cart-btn').addClass('d-none');
+ this.$totals_section.find('.grand-total').removeClass('border-b-grey');
+ } else {
+ this.$totals_section.find('.checkout-btn').removeClass('d-none');
+ this.$totals_section.find('.edit-cart-btn').addClass('d-none');
+ this.$totals_section.find('.grand-total').addClass('border-b-grey');
+ }
+
+ this.toggle_component(true);
+ }
+
+ toggle_component(show) {
+ show ? this.$component.removeClass('d-none') : this.$component.addClass('d-none');
+ }
+
+}
diff --git a/erpnext/selling/page/point_of_sale/pos_item_details.js b/erpnext/selling/page/point_of_sale/pos_item_details.js
new file mode 100644
index 0000000000..86a1be9faf
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_item_details.js
@@ -0,0 +1,394 @@
+erpnext.PointOfSale.ItemDetails = class {
+ constructor({ wrapper, events }) {
+ this.wrapper = wrapper;
+ this.events = events;
+ this.current_item = {};
+
+ this.init_component();
+ }
+
+ init_component() {
+ this.prepare_dom();
+ this.init_child_components();
+ this.bind_events();
+ this.attach_shortcuts();
+ }
+
+ prepare_dom() {
+ this.wrapper.append(
+ ``
+ )
+
+ this.$component = this.wrapper.find('.item-details');
+ }
+
+ init_child_components() {
+ this.$component.html(
+ `
+
+ ${invoice.name}
+
+ ${posting_datetime}
+
+
+
+
+ ${format_currency(invoice.grand_total, invoice.currency, 0) || 0}
+
+ ${invoice.status}
+
+
`
+ )
+
+ this.$item_name = this.$component.find('.item-name');
+ this.$item_description = this.$component.find('.item-description');
+ this.$item_price = this.$component.find('.item-price');
+ this.$item_image = this.$component.find('.item-image');
+ this.$form_container = this.$component.find('.form-container');
+ this.$dicount_section = this.$component.find('.discount-section');
+ }
+
+ toggle_item_details_section(item) {
+ const { item_code, batch_no, uom } = 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;
+
+ this.item_has_changed = !item ? false : item_code_is_same && batch_is_same && uom_is_same ? false : true;
+
+ this.events.toggle_item_selector(this.item_has_changed);
+ this.toggle_component(this.item_has_changed);
+
+ if (this.item_has_changed) {
+ this.doctype = item.doctype;
+ this.item_meta = frappe.get_meta(this.doctype);
+ this.name = item.name;
+ 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.render_dom(item);
+ this.render_discount_dom(item);
+ this.render_form(item);
+ } else {
+ this.validate_serial_batch_item();
+ this.current_item = {};
+ }
+ }
+
+ validate_serial_batch_item() {
+ const doc = this.events.get_frm().doc;
+ const item_row = doc.items.find(item => item.name === this.name);
+
+ if (!item_row) return;
+
+ const serialized = item_row.has_serial_no;
+ const batched = item_row.has_batch_no;
+ const no_serial_selected = !item_row.serial_no;
+ const no_batch_selected = !item_row.batch_no;
+
+ if ((serialized && no_serial_selected) || (batched && no_batch_selected) ||
+ (serialized && batched && (no_batch_selected || no_serial_selected))) {
+
+ frappe.show_alert({
+ message: __("Item will be removed since no serial / batch no selected."),
+ indicator: 'orange'
+ });
+ frappe.utils.play_sound("cancel");
+ this.events.remove_item_from_cart();
+ }
+ }
+
+ render_dom(item) {
+ let { item_code ,item_name, description, image, price_list_rate } = item;
+
+ function get_description_html() {
+ if (description) {
+ description = description.indexOf('...') === -1 && description.length > 75 ? description.substr(0, 73) + '...' : description;
+ return description;
+ }
+ return ``;
+ }
+
+ this.$item_name.html(item_name);
+ this.$item_description.html(get_description_html());
+ this.$item_price.html(format_currency(price_list_rate, this.currency));
+ if (image) {
+ this.$item_image.html(
+ `
+
+ ITEM DETAILS
+ Close
+
+
+
+
+
+
+
+
+
+ STOCK DETAILS
+
+
+ ${format_currency(item.price_list_rate, this.currency)}
+
+
+ ${item.discount_percentage}% off
+
`
+ )
+ this.$item_price.html(format_currency(item.rate, this.currency));
+ } else {
+ this.$dicount_section.html(``)
+ }
+ }
+
+ render_form(item) {
+ const fields_to_display = this.get_form_fields(item);
+ this.$form_container.html('');
+
+ fields_to_display.forEach((fieldname, idx) => {
+ this.$form_container.append(
+ `
+
+
`
+ )
+
+ const field_meta = this.item_meta.fields.find(df => df.fieldname === fieldname);
+ fieldname === 'discount_percentage' ? (field_meta.label = __('Discount (%)')) : '';
+ const me = this;
+
+ this[`${fieldname}_control`] = frappe.ui.form.make_control({
+ df: {
+ ...field_meta,
+ onchange: function() {
+ me.events.form_updated(me.doctype, me.name, fieldname, this.value);
+ }
+ },
+ parent: this.$form_container.find(`.${fieldname}-control`),
+ render_input: true,
+ })
+ this[`${fieldname}_control`].set_value(item[fieldname]);
+ });
+
+ this.make_auto_serial_selection_btn(item);
+
+ this.bind_custom_control_change_event();
+ }
+
+ get_form_fields(item) {
+ const fields = ['qty', 'uom', 'rate', 'price_list_rate', 'discount_percentage', 'warehouse', 'actual_qty'];
+ if (item.has_serial_no) fields.push('serial_no');
+ if (item.has_batch_no) fields.push('batch_no');
+ return fields;
+ }
+
+ make_auto_serial_selection_btn(item) {
+ if (item.has_serial_no) {
+ this.$form_container.append(
+ ``
+ )
+ if (!item.has_batch_no) {
+ this.$form_container.append(
+ ``
+ )
+ }
+ this.$form_container.append(
+ `
+ Auto Fetch Serial Numbers
+
`
+ )
+ this.$form_container.find('.serial_no-control').find('textarea').css('height', '9rem');
+ this.$form_container.find('.serial_no-control').parent().addClass('row-span-2');
+ }
+ }
+
+ bind_custom_control_change_event() {
+ const me = this;
+ if (this.rate_control) {
+ this.rate_control.df.onchange = function() {
+ if (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);
+ });
+ }
+ }
+ }
+
+ if (this.warehouse_control) {
+ this.warehouse_control.df.reqd = 1;
+ this.warehouse_control.df.onchange = function() {
+ if (this.value) {
+ me.events.form_updated(me.doctype, me.name, 'warehouse', this.value).then(() => {
+ me.item_stock_map = me.events.get_item_stock_map();
+ const available_qty = me.item_stock_map[me.item_row.item_code][this.value];
+ if (available_qty === undefined) {
+ me.events.get_available_stock(me.item_row.item_code, this.value).then(() => {
+ // item stock map is updated now reset warehouse
+ me.warehouse_control.set_value(this.value);
+ })
+ } else if (available_qty === 0) {
+ me.warehouse_control.set_value('');
+ frappe.throw(__(`Item Code: ${me.item_row.item_code.bold()} is not available under warehouse ${this.value.bold()}.`));
+ }
+ me.actual_qty_control.set_value(available_qty);
+ });
+ }
+ }
+ this.warehouse_control.refresh();
+ }
+
+ if (this.discount_percentage_control) {
+ this.discount_percentage_control.df.onchange = function() {
+ if (this.value) {
+ me.events.form_updated(me.doctype, me.name, 'discount_percentage', this.value).then(() => {
+ const item_row = frappe.get_doc(me.doctype, me.name);
+ me.rate_control.set_value(item_row.rate);
+ });
+ }
+ }
+ }
+
+ if (this.serial_no_control) {
+ this.serial_no_control.df.reqd = 1;
+ this.serial_no_control.df.onchange = async function() {
+ !me.current_item.batch_no && await me.auto_update_batch_no();
+ me.events.form_updated(me.doctype, me.name, 'serial_no', this.value);
+ }
+ this.serial_no_control.refresh();
+ }
+
+ if (this.batch_no_control) {
+ this.batch_no_control.df.reqd = 1;
+ this.batch_no_control.df.get_query = () => {
+ return {
+ query: 'erpnext.controllers.queries.get_batch_no',
+ filters: {
+ item_code: me.item_row.item_code,
+ warehouse: me.item_row.warehouse
+ }
+ }
+ };
+ this.batch_no_control.df.onchange = function() {
+ me.events.set_value_in_current_cart_item('batch-no', this.value);
+ me.events.form_updated(me.doctype, me.name, 'batch_no', this.value);
+ me.current_item.batch_no = this.value;
+ }
+ this.batch_no_control.refresh();
+ }
+
+ if (this.uom_control) {
+ this.uom_control.df.onchange = function() {
+ me.events.set_value_in_current_cart_item('uom', this.value);
+ me.events.form_updated(me.doctype, me.name, 'uom', this.value);
+ me.current_item.uom = this.value;
+ }
+ }
+ }
+
+ async auto_update_batch_no() {
+ if (this.serial_no_control && this.batch_no_control) {
+ const selected_serial_nos = this.serial_no_control.get_value().split(`\n`).filter(s => s);
+ if (!selected_serial_nos.length) return;
+
+ // find batch nos of the selected serial no
+ const serials_with_batch_no = await frappe.db.get_list("Serial No", {
+ filters: { 'name': ["in", selected_serial_nos]},
+ fields: ["batch_no", "name"]
+ });
+ const batch_serial_map = serials_with_batch_no.reduce((acc, r) => {
+ acc[r.batch_no] || (acc[r.batch_no] = []);
+ acc[r.batch_no] = [...acc[r.batch_no], r.name];
+ return acc;
+ }, {});
+ // set current item's batch no and serial no
+ const batch_no = Object.keys(batch_serial_map)[0];
+ const batch_serial_nos = batch_serial_map[batch_no].join(`\n`);
+ // eg. 10 selected serial no. -> 5 belongs to first batch other 5 belongs to second batch
+ const serial_nos_belongs_to_other_batch = selected_serial_nos.length !== batch_serial_map[batch_no].length;
+
+ const current_batch_no = this.batch_no_control.get_value();
+ current_batch_no != batch_no && await this.batch_no_control.set_value(batch_no);
+
+ if (serial_nos_belongs_to_other_batch) {
+ this.serial_no_control.set_value(batch_serial_nos);
+ this.qty_control.set_value(batch_serial_map[batch_no].length);
+ }
+
+ delete batch_serial_map[batch_no];
+
+ if (serial_nos_belongs_to_other_batch)
+ this.events.clone_new_batch_item_in_frm(batch_serial_map, this.current_item);
+ }
+ }
+
+ bind_events() {
+ this.bind_auto_serial_fetch_event();
+ this.bind_fields_to_numpad_fields();
+
+ this.$component.on('click', '.close-btn', () => {
+ this.events.close_item_details();
+ });
+ }
+
+ attach_shortcuts() {
+ frappe.ui.keys.on("escape", () => {
+ const item_details_visible = this.$component.is(":visible");
+ if (item_details_visible) {
+ this.events.close_item_details();
+ }
+ });
+ }
+
+ bind_fields_to_numpad_fields() {
+ const me = this;
+ this.$form_container.on('click', '.input-with-feedback', function() {
+ const fieldname = $(this).attr('data-fieldname');
+ if (this.last_field_focused != fieldname) {
+ me.events.item_field_focused(fieldname);
+ this.last_field_focused = fieldname;
+ }
+ });
+ }
+
+ bind_auto_serial_fetch_event() {
+ this.$form_container.on('click', '.auto-fetch-btn', () => {
+ this.batch_no_control.set_value('');
+ let qty = this.qty_control.get_value();
+ let numbers = frappe.call({
+ method: "erpnext.stock.doctype.serial_no.serial_no.auto_fetch_serial_number",
+ args: {
+ qty,
+ item_code: this.current_item.item_code,
+ warehouse: this.warehouse_control.get_value() || '',
+ batch_nos: this.current_item.batch_no || '',
+ for_doctype: 'POS Invoice'
+ }
+ });
+
+ numbers.then((data) => {
+ let auto_fetched_serial_numbers = data.message;
+ let records_length = auto_fetched_serial_numbers.length;
+ if (!records_length) {
+ const warehouse = this.warehouse_control.get_value().bold();
+ frappe.msgprint(__(`Serial numbers unavailable for Item ${this.current_item.item_code.bold()}
+ under warehouse ${warehouse}. Please try changing warehouse.`));
+ } else if (records_length < qty) {
+ frappe.msgprint(`Fetched only ${records_length} available serial numbers.`);
+ this.qty_control.set_value(records_length);
+ }
+ numbers = auto_fetched_serial_numbers.join(`\n`);
+ this.serial_no_control.set_value(numbers);
+ });
+ })
+ }
+
+ toggle_component(show) {
+ show ? this.$component.removeClass('d-none') : this.$component.addClass('d-none');
+ }
+}
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/pos_item_selector.js b/erpnext/selling/page/point_of_sale/pos_item_selector.js
new file mode 100644
index 0000000000..ee0c06d45d
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_item_selector.js
@@ -0,0 +1,265 @@
+erpnext.PointOfSale.ItemSelector = class {
+ constructor({ frm, wrapper, events, pos_profile }) {
+ this.wrapper = wrapper;
+ this.events = events;
+ this.pos_profile = pos_profile;
+
+ this.inti_component();
+ }
+
+ inti_component() {
+ this.prepare_dom();
+ this.make_search_bar();
+ this.load_items_data();
+ this.bind_events();
+ this.attach_shortcuts();
+ }
+
+ prepare_dom() {
+ this.wrapper.append(
+ `
+
+
+
+
+
+
+
+ ALL ITEMS
+
+
+
+ 
+
`
+ } else {
+ return `
+ ${frappe.get_abbr(item.item_name)}
+
`
+ }
+ }
+
+ return (
+ `
+ ${get_item_image_html()}
+
`
+ )
+ }
+
+ make_search_bar() {
+ const me = this;
+ this.$component.find('.search-field').html('');
+ this.$component.find('.item-group-field').html('');
+
+ this.search_field = frappe.ui.form.make_control({
+ df: {
+ label: __('Search'),
+ fieldtype: 'Data',
+ placeholder: __('Search by item code, serial number, batch no or barcode')
+ },
+ parent: this.$component.find('.search-field'),
+ render_input: true,
+ });
+ this.item_group_field = frappe.ui.form.make_control({
+ df: {
+ label: __('Item Group'),
+ fieldtype: 'Link',
+ options: 'Item Group',
+ placeholder: __('Select item group'),
+ onchange: function() {
+ me.item_group = this.value;
+ !me.item_group && (me.item_group = me.parent_item_group);
+ me.filter_items();
+ },
+ get_query: function () {
+ return {
+ query: 'erpnext.selling.page.point_of_sale.point_of_sale.item_group_query',
+ filters: {
+ pos_profile: me.events.get_frm().doc?.pos_profile
+ }
+ }
+ },
+ },
+ parent: this.$component.find('.item-group-field'),
+ render_input: true,
+ });
+ this.search_field.toggle_label(false);
+ this.item_group_field.toggle_label(false);
+ }
+
+ bind_events() {
+ const me = this;
+ onScan.attachTo(document, {
+ onScan: (sScancode) => {
+ if (this.search_field && this.$component.is(':visible')) {
+ this.search_field.set_focus();
+ $(this.search_field.$input[0]).val(sScancode).trigger("input");
+ this.barcode_scanned = true;
+ }
+ }
+ });
+
+ this.$component.on('click', '.item-wrapper', function() {
+ const $item = $(this);
+ const item_code = unescape($item.attr('data-item-code'));
+ let batch_no = unescape($item.attr('data-batch-no'));
+ let serial_no = unescape($item.attr('data-serial-no'));
+ let uom = unescape($item.attr('data-uom'));
+
+ // escape(undefined) returns "undefined" then unescape returns "undefined"
+ batch_no = batch_no === "undefined" ? undefined : batch_no;
+ serial_no = serial_no === "undefined" ? undefined : serial_no;
+ uom = uom === "undefined" ? undefined : uom;
+
+ me.events.item_selected({ field: 'qty', value: "+1", item: { item_code, batch_no, serial_no, uom }});
+ })
+
+ this.search_field.$input.on('input', (e) => {
+ clearTimeout(this.last_search);
+ this.last_search = setTimeout(() => {
+ const search_term = e.target.value;
+ this.filter_items({ search_term });
+ }, 300);
+ });
+ }
+
+ attach_shortcuts() {
+ frappe.ui.keys.on("ctrl+i", () => {
+ const selector_is_visible = this.$component.is(':visible');
+ if (!selector_is_visible) return;
+ this.search_field.set_focus();
+ });
+ frappe.ui.keys.on("ctrl+g", () => {
+ const selector_is_visible = this.$component.is(':visible');
+ if (!selector_is_visible) return;
+ this.item_group_field.set_focus();
+ });
+ // for selecting the last filtered item on search
+ frappe.ui.keys.on("enter", () => {
+ const selector_is_visible = this.$component.is(':visible');
+ if (!selector_is_visible || this.search_field.get_value() === "") return;
+
+ if (this.items.length == 1) {
+ this.$items_container.find(".item-wrapper").click();
+ frappe.utils.play_sound("submit");
+ $(this.search_field.$input[0]).val("").trigger("input");
+ } else if (this.items.length == 0 && this.barcode_scanned) {
+ // only show alert of barcode is scanned and enter is pressed
+ frappe.show_alert({
+ message: __("No items found. Scan barcode again."),
+ indicator: 'orange'
+ });
+ frappe.utils.play_sound("error");
+ this.barcode_scanned = false;
+ $(this.search_field.$input[0]).val("").trigger("input");
+ }
+ });
+ }
+
+ filter_items({ search_term='' }={}) {
+ if (search_term) {
+ search_term = search_term.toLowerCase();
+
+ // memoize
+ this.search_index = this.search_index || {};
+ if (this.search_index[search_term]) {
+ const items = this.search_index[search_term];
+ this.items = items;
+ this.render_item_list(items);
+ return;
+ }
+ }
+
+ this.get_items({ search_value: search_term })
+ .then(({ message }) => {
+ const { items, serial_no, batch_no, barcode } = message;
+ if (search_term && !barcode) {
+ this.search_index[search_term] = items;
+ }
+ this.items = items;
+ this.render_item_list(items);
+ });
+ }
+
+ resize_selector(minimize) {
+ minimize ?
+ this.$component.find('.search-field').removeClass('mr-8') :
+ this.$component.find('.search-field').addClass('mr-8');
+
+ minimize ?
+ this.$component.find('.filter-section').addClass('flex-col') :
+ this.$component.find('.filter-section').removeClass('flex-col');
+
+ minimize ?
+ this.$component.removeClass('col-span-6').addClass('col-span-2') :
+ this.$component.removeClass('col-span-2').addClass('col-span-6')
+
+ minimize ?
+ this.$items_container.removeClass('grid-cols-4').addClass('grid-cols-1') :
+ this.$items_container.removeClass('grid-cols-1').addClass('grid-cols-4')
+ }
+
+ toggle_component(show) {
+ show ? this.$component.removeClass('d-none') : this.$component.addClass('d-none');
+ }
+}
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/pos_number_pad.js b/erpnext/selling/page/point_of_sale/pos_number_pad.js
new file mode 100644
index 0000000000..2ffc2c0229
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_number_pad.js
@@ -0,0 +1,49 @@
+erpnext.PointOfSale.NumberPad = class {
+ constructor({ wrapper, events, cols, keys, css_classes, fieldnames_map }) {
+ this.wrapper = wrapper;
+ this.events = events;
+ this.cols = cols;
+ this.keys = keys;
+ this.css_classes = css_classes || [];
+ this.fieldnames = fieldnames_map || {};
+
+ this.init_component();
+ }
+
+ init_component() {
+ this.prepare_dom();
+ this.bind_events();
+ }
+
+ prepare_dom() {
+ const { cols, keys, css_classes, fieldnames } = this;
+
+ function get_keys() {
+ return keys.reduce((a, row, i) => {
+ return a + row.reduce((a2, number, j) => {
+ const class_to_append = css_classes && css_classes[i] ? css_classes[i][j] : '';
+ const fieldname = fieldnames && fieldnames[number] ?
+ fieldnames[number] :
+ typeof number === 'string' ? frappe.scrub(number) : number;
+
+ return a2 + `
+
+
+
+ ${frappe.ellipsis(item.item_name, 18)}
+
+ ${format_currency(item.price_list_rate, item.currency, 0) || 0}
+ ${number}
`
+ }, '')
+ }, '');
+ }
+
+ this.wrapper.html(
+ `
+ ${get_keys()}
+
`
+ )
+ }
+
+ bind_events() {
+ const me = this;
+ this.wrapper.on('click', '.numpad-btn', function() {
+ const $btn = $(this);
+ me.events.numpad_event($btn);
+ })
+ }
+}
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/pos_past_order_list.js b/erpnext/selling/page/point_of_sale/pos_past_order_list.js
new file mode 100644
index 0000000000..9181ee8000
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_past_order_list.js
@@ -0,0 +1,130 @@
+erpnext.PointOfSale.PastOrderList = class {
+ constructor({ wrapper, events }) {
+ this.wrapper = wrapper;
+ this.events = events;
+
+ this.init_component();
+ }
+
+ init_component() {
+ this.prepare_dom();
+ this.make_filter_section();
+ this.bind_events();
+ }
+
+ prepare_dom() {
+ this.wrapper.append(
+ `
+
+
+
+
+
+
+
+ RECENT ORDERS
+
+
+
`
+ )
+ }
+}
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/pos_past_order_summary.js b/erpnext/selling/page/point_of_sale/pos_past_order_summary.js
new file mode 100644
index 0000000000..30e0918ba6
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_past_order_summary.js
@@ -0,0 +1,456 @@
+erpnext.PointOfSale.PastOrderSummary = class {
+ constructor({ wrapper, events }) {
+ this.wrapper = wrapper;
+ this.events = events;
+
+ this.init_component();
+ }
+
+ init_component() {
+ this.prepare_dom();
+ this.init_child_components();
+ this.bind_events();
+ this.attach_shortcuts();
+ }
+
+ prepare_dom() {
+ this.wrapper.append(
+ `
+
+ ${invoice.name}
+
+
+
+
+ ${invoice.customer}
+
+
+
+ ${format_currency(invoice.grand_total, invoice.currency, 0) || 0}
+ ${posting_datetime}
+
+
+
+
+ Select an invoice to load summary data
+
+
+
+
+
`
+ )
+
+ this.$items_summary_container = this.$summary_container.find('.items-summary-container');
+ }
+
+ init_totals_summary() {
+ this.$summary_container.append(
+ `ITEMS
+
+
+
`
+ )
+
+ this.$totals_summary_container = this.$summary_container.find('.summary-totals-container');
+ }
+
+ init_payments_summary() {
+ this.$summary_container.append(
+ `TOTALS
+
+
+
`
+ )
+
+ this.$payment_summary_container = this.$summary_container.find('.payments-summary-container');
+ }
+
+ init_summary_buttons() {
+ this.$summary_container.append(
+ ``
+ )
+
+ this.$summary_btns = this.$summary_container.find('.summary-btns');
+ }
+
+ init_email_print_dialog() {
+ const email_dialog = new frappe.ui.Dialog({
+ title: 'Email Receipt',
+ fields: [
+ {fieldname:'email_id', fieldtype:'Data', options: 'Email', label:'Email ID'},
+ // {fieldname:'remarks', fieldtype:'Text', label:'Remarks (if any)'}
+ ],
+ primary_action: () => {
+ this.send_email();
+ },
+ primary_action_label: __('Send'),
+ });
+ this.email_dialog = email_dialog;
+
+ const print_dialog = new frappe.ui.Dialog({
+ title: 'Print Receipt',
+ fields: [
+ {fieldname:'print', fieldtype:'Data', label:'Print Preview'}
+ ],
+ primary_action: () => {
+ const frm = this.events.get_frm();
+ frm.doc = this.doc;
+ frm.print_preview.lang_code = frm.doc.language;
+ frm.print_preview.printit(true);
+ },
+ primary_action_label: __('Print'),
+ });
+ this.print_dialog = print_dialog;
+ }
+
+ get_upper_section_html(doc) {
+ const { status } = doc; let indicator_color = '';
+
+ in_list(['Paid', 'Consolidated'], status) && (indicator_color = 'green');
+ status === 'Draft' && (indicator_color = 'red');
+ status === 'Return' && (indicator_color = 'grey');
+
+ return `PAYMENTS
+
+
+
+ ${doc.customer}
+ ${this.customer_email}
+ Sold by: ${doc.owner}
+
+
`
+ }
+
+ get_discount_html(doc) {
+ if (doc.discount_amount) {
+ return `${format_currency(doc.paid_amount, doc.currency)}
+
+
+ ${doc.name}
+ ${doc.status}
+
+
`;
+ } else {
+ return ``;
+ }
+ }
+
+ get_net_total_html(doc) {
+ return `
+
+
+ Discount
+
+ (${doc.additional_discount_percentage} %)
+
+
+ ${format_currency(doc.discount_amount, doc.currency)}
+
+
`
+ }
+
+ get_taxes_html(doc) {
+ return `
+
+
+ Net Total
+
+
+
+ ${format_currency(doc.net_total, doc.currency)}
+
+
`
+ }
+
+ get_grand_total_html(doc) {
+ return `
+
+ Tax Charges
+
+ ${
+ doc.taxes.map((t, i) => {
+ let margin_left = '';
+ if (i !== 0) margin_left = 'ml-2';
+ return `${t.description} @${t.rate}%`
+ }).join('')
+ }
+
+
+
+ ${format_currency(doc.base_total_taxes_and_charges, doc.currency)}
+
+
`
+ }
+
+ get_item_html(doc, item_data) {
+ return `
+
+
+ Grand Total
+
+
+
+ ${format_currency(doc.grand_total, doc.currency)}
+
+
`
+
+ function get_rate_discount_html() {
+ if (item_data.rate && item_data.price_list_rate && item_data.rate !== item_data.price_list_rate) {
+ return `(${item_data.discount_percentage}% off)
+
+ ${item_data.qty || 0}
+
+
+
+
+ ${item_data.item_name}
+
+
+ ${get_rate_discount_html()}
+
+ ${format_currency(item_data.rate, doc.currency)}
`
+ } else {
+ return `${format_currency(item_data.price_list_rate || item_data.rate, doc.currency)}
`
+ }
+ }
+ }
+
+ get_payment_html(doc, payment) {
+ return `
+
`
+ }
+
+ bind_events() {
+ this.$summary_container.on('click', '.return-btn', () => {
+ this.events.process_return(this.doc.name);
+ this.toggle_component(false);
+ this.$component.find('.no-summary-placeholder').removeClass('d-none');
+ this.$summary_wrapper.addClass('d-none');
+ });
+
+ this.$summary_container.on('click', '.edit-btn', () => {
+ this.events.edit_order(this.doc.name);
+ this.toggle_component(false);
+ this.$component.find('.no-summary-placeholder').removeClass('d-none');
+ this.$summary_wrapper.addClass('d-none');
+ });
+
+ this.$summary_container.on('click', '.new-btn', () => {
+ this.events.new_order();
+ this.toggle_component(false);
+ this.$component.find('.no-summary-placeholder').removeClass('d-none');
+ this.$summary_wrapper.addClass('d-none');
+ });
+
+ this.$summary_container.on('click', '.email-btn', () => {
+ this.email_dialog.fields_dict.email_id.set_value(this.customer_email);
+ this.email_dialog.show();
+ });
+
+ this.$summary_container.on('click', '.print-btn', () => {
+ // this.print_dialog.show();
+ const frm = this.events.get_frm();
+ frm.doc = this.doc;
+ frm.print_preview.lang_code = frm.doc.language;
+ frm.print_preview.printit(true);
+ });
+ }
+
+ attach_shortcuts() {
+ frappe.ui.keys.on("ctrl+p", () => {
+ const print_btn_visible = this.$summary_container.find('.print-btn').is(":visible");
+ const summary_visible = this.$component.is(":visible");
+ if (!summary_visible || !print_btn_visible) return;
+
+ this.$summary_container.find('.print-btn').click();
+ });
+ }
+
+ toggle_component(show) {
+ show ?
+ this.$component.removeClass('d-none') :
+ this.$component.addClass('d-none');
+ }
+
+ send_email() {
+ const frm = this.events.get_frm();
+ const recipients = this.email_dialog.get_values().recipients;
+ const doc = this.doc || frm.doc;
+ const print_format = frm.pos_print_format;
+
+ frappe.call({
+ method:"frappe.core.doctype.communication.email.make",
+ args: {
+ recipients: recipients,
+ subject: __(frm.meta.name) + ': ' + doc.name,
+ doctype: doc.doctype,
+ name: doc.name,
+ send_email: 1,
+ print_format,
+ sender_full_name: frappe.user.full_name(),
+ _lang : doc.language
+ },
+ callback: r => {
+ if(!r.exc) {
+ frappe.utils.play_sound("email");
+ if(r.message["emails_not_sent_to"]) {
+ frappe.msgprint(__("Email not sent to {0} (unsubscribed / disabled)",
+ [ frappe.utils.escape_html(r.message["emails_not_sent_to"]) ]) );
+ } else {
+ frappe.show_alert({
+ message: __('Email sent successfully.'),
+ indicator: 'green'
+ });
+ }
+ this.email_dialog.hide();
+ } else {
+ frappe.msgprint(__("There were errors while sending email. Please try again."));
+ }
+ }
+ });
+ }
+
+ add_summary_btns(map) {
+ this.$summary_btns.html('');
+ map.forEach(m => {
+ if (m.condition) {
+ m.visible_btns.forEach(b => {
+ const class_name = b.split(' ')[0].toLowerCase();
+ this.$summary_btns.append(
+ `
+
+
+ ${payment.mode_of_payment}
+
+
+
+ ${format_currency(payment.amount, doc.currency)}
+
+ ${b}
+
`
+ )
+ });
+ }
+ });
+ this.$summary_btns.children().last().removeClass('mr-4');
+ }
+
+ show_summary_placeholder() {
+ this.$summary_wrapper.addClass("d-none");
+ this.$component.find('.no-summary-placeholder').removeClass('d-none');
+ }
+
+ switch_to_post_submit_summary() {
+ // switch to full width view
+ this.$component.removeClass('col-span-6').addClass('col-span-10');
+ this.$summary_wrapper.removeClass('w-66').addClass('w-40');
+
+ // switch place holder with summary container
+ this.$component.find('.no-summary-placeholder').addClass('d-none');
+ this.$summary_wrapper.removeClass('d-none');
+ }
+
+ switch_to_recent_invoice_summary() {
+ // switch full width view with 60% view
+ this.$component.removeClass('col-span-10').addClass('col-span-6');
+ this.$summary_wrapper.removeClass('w-40').addClass('w-66');
+
+ // switch place holder with summary container
+ this.$component.find('.no-summary-placeholder').addClass('d-none');
+ this.$summary_wrapper.removeClass('d-none');
+ }
+
+ get_condition_btn_map(after_submission) {
+ if (after_submission)
+ return [{ condition: true, visible_btns: ['Print Receipt', 'Email Receipt', 'New Order'] }];
+
+ return [
+ { condition: this.doc.docstatus === 0, visible_btns: ['Edit Order'] },
+ { condition: !this.doc.is_return && this.doc.docstatus === 1, visible_btns: ['Print Receipt', 'Email Receipt', 'Return']},
+ { condition: this.doc.is_return && this.doc.docstatus === 1, visible_btns: ['Print Receipt', 'Email Receipt']}
+ ];
+ }
+
+ load_summary_of(doc, after_submission=false) {
+ this.$summary_wrapper.removeClass("d-none");
+
+ after_submission ?
+ this.switch_to_post_submit_summary() : this.switch_to_recent_invoice_summary();
+
+ this.doc = doc;
+
+ this.attach_basic_info(doc);
+
+ this.attach_items_info(doc);
+
+ this.attach_totals_info(doc);
+
+ this.attach_payments_info(doc);
+
+ const condition_btns_map = this.get_condition_btn_map(after_submission);
+
+ this.add_summary_btns(condition_btns_map);
+ }
+
+ attach_basic_info(doc) {
+ frappe.db.get_value('Customer', this.doc.customer, 'email_id').then(({ message }) => {
+ this.customer_email = message.email_id || '';
+ const upper_section_dom = this.get_upper_section_html(doc);
+ this.$upper_section.html(upper_section_dom);
+ });
+ }
+
+ attach_items_info(doc) {
+ this.$items_summary_container.html('');
+ doc.items.forEach(item => {
+ const item_dom = this.get_item_html(doc, item);
+ this.$items_summary_container.append(item_dom);
+ });
+ }
+
+ attach_payments_info(doc) {
+ this.$payment_summary_container.html('');
+ doc.payments.forEach(p => {
+ if (p.amount) {
+ const payment_dom = this.get_payment_html(doc, p);
+ this.$payment_summary_container.append(payment_dom);
+ }
+ });
+ if (doc.redeem_loyalty_points && doc.loyalty_amount) {
+ const payment_dom = this.get_payment_html(doc, {
+ mode_of_payment: 'Loyalty Points',
+ amount: doc.loyalty_amount,
+ });
+ this.$payment_summary_container.append(payment_dom);
+ }
+ }
+
+ attach_totals_info(doc) {
+ this.$totals_summary_container.html('');
+
+ const discount_dom = this.get_discount_html(doc);
+ const net_total_dom = this.get_net_total_html(doc);
+ const taxes_dom = this.get_taxes_html(doc);
+ const grand_total_dom = this.get_grand_total_html(doc);
+ this.$totals_summary_container.append(discount_dom);
+ this.$totals_summary_container.append(net_total_dom);
+ this.$totals_summary_container.append(taxes_dom);
+ this.$totals_summary_container.append(grand_total_dom);
+ }
+
+}
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/pos_payment.js b/erpnext/selling/page/point_of_sale/pos_payment.js
new file mode 100644
index 0000000000..e1c54f64a7
--- /dev/null
+++ b/erpnext/selling/page/point_of_sale/pos_payment.js
@@ -0,0 +1,503 @@
+{% include "erpnext/selling/page/point_of_sale/pos_number_pad.js" %}
+
+erpnext.PointOfSale.Payment = class {
+ constructor({ events, wrapper }) {
+ this.wrapper = wrapper;
+ this.events = events;
+
+ this.init_component();
+ }
+
+ init_component() {
+ this.prepare_dom();
+ this.initialize_numpad();
+ this.bind_events();
+ this.attach_shortcuts();
+
+ }
+
+ prepare_dom() {
+ this.wrapper.append(
+ `
+
+
+ PAYMENT METHOD
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ Complete Order
+
+
+
+ ADDITIONAL INFORMATION
+
+ `
+ );
+ this.$invoice_fields = this.$invoice_details_section.find('.invoice-fields');
+ const frm = this.events.get_frm();
+
+ fields.forEach(df => {
+ this.$invoice_fields.append(
+ ``
+ );
+
+ this[`${df.fieldname}_field`] = frappe.ui.form.make_control({
+ df: {
+ ...df,
+ onchange: function() {
+ frm.set_value(this.df.fieldname, this.value);
+ }
+ },
+ parent: this.$invoice_fields.find(`.${df.fieldname}-field`),
+ render_input: true,
+ });
+ this[`${df.fieldname}_field`].set_value(frm.doc[df.fieldname]);
+ })
+ });
+ }
+
+ initialize_numpad() {
+ const me = this;
+ this.number_pad = new erpnext.PointOfSale.NumberPad({
+ wrapper: this.$numpad,
+ events: {
+ numpad_event: function($btn) {
+ me.on_numpad_clicked($btn);
+ }
+ },
+ cols: 3,
+ keys: [
+ [ 1, 2, 3 ],
+ [ 4, 5, 6 ],
+ [ 7, 8, 9 ],
+ [ '.', 0, 'Delete' ]
+ ],
+ })
+
+ this.numpad_value = '';
+ }
+
+ on_numpad_clicked($btn) {
+ const me = this;
+ const button_value = $btn.attr('data-button-value');
+
+ highlight_numpad_btn($btn);
+ this.numpad_value = button_value === 'delete' ? this.numpad_value.slice(0, -1) : this.numpad_value + button_value;
+ this.selected_mode.$input.get(0).focus();
+ this.selected_mode.set_value(this.numpad_value);
+
+ function highlight_numpad_btn($btn) {
+ $btn.addClass('shadow-inner bg-selected');
+ setTimeout(() => {
+ $btn.removeClass('shadow-inner bg-selected');
+ }, 100);
+ }
+ }
+
+ bind_events() {
+ const me = this;
+
+ this.$payment_modes.on('click', '.mode-of-payment', function(e) {
+ const mode_clicked = $(this);
+ // if clicked element doesn't have .mode-of-payment class then return
+ if (!$(e.target).is(mode_clicked)) return;
+
+ const mode = mode_clicked.attr('data-mode');
+
+ // hide all control fields and shortcuts
+ $(`.mode-of-payment-control`).addClass('d-none');
+ $(`.cash-shortcuts`).addClass('d-none');
+ me.$payment_modes.find(`.pay-amount`).removeClass('d-none');
+ me.$payment_modes.find(`.loyalty-amount-name`).addClass('d-none');
+
+ // remove highlight from all mode-of-payments
+ $('.mode-of-payment').removeClass('border-primary');
+
+ if (mode_clicked.hasClass('border-primary')) {
+ // clicked one is selected then unselect it
+ mode_clicked.removeClass('border-primary');
+ me.selected_mode = '';
+ me.toggle_numpad(false);
+ } else {
+ // clicked one is not selected then select it
+ mode_clicked.addClass('border-primary');
+ mode_clicked.find('.mode-of-payment-control').removeClass('d-none');
+ mode_clicked.find('.cash-shortcuts').removeClass('d-none');
+ me.$payment_modes.find(`.${mode}-amount`).addClass('d-none');
+ me.$payment_modes.find(`.${mode}-name`).removeClass('d-none');
+ me.toggle_numpad(true);
+
+ me.selected_mode = me[`${mode}_control`];
+ const doc = me.events.get_frm().doc;
+ me.selected_mode?.$input?.get(0).focus();
+ !me.selected_mode?.get_value() ? me.selected_mode?.set_value(doc.grand_total - doc.paid_amount) : '';
+ }
+ })
+
+ this.$payment_modes.on('click', '.shortcut', function(e) {
+ const value = $(this).attr('data-value');
+ me.selected_mode.set_value(value);
+ })
+
+ // this.$totals_remarks.on('click', '.remarks', () => {
+ // this.toggle_remarks_control();
+ // })
+
+ this.$component.on('click', '.submit-order', () => {
+ const doc = this.events.get_frm().doc;
+ const paid_amount = doc.paid_amount;
+ const items = doc.items;
+
+ if (paid_amount == 0 || !items.length) {
+ const message = items.length ? __("You cannot submit the order without payment.") : __("You cannot submit empty order.")
+ frappe.show_alert({ message, indicator: "orange" });
+ frappe.utils.play_sound("error");
+ return;
+ }
+
+ this.events.submit_invoice();
+ })
+
+ frappe.ui.form.on('POS Invoice', 'paid_amount', (frm) => {
+ this.update_totals_section(frm.doc);
+
+ // need to re calculate cash shortcuts after discount is applied
+ const is_cash_shortcuts_invisible = this.$payment_modes.find('.cash-shortcuts').hasClass('d-none');
+ this.attach_cash_shortcuts(frm.doc);
+ !is_cash_shortcuts_invisible && this.$payment_modes.find('.cash-shortcuts').removeClass('d-none');
+ })
+
+ frappe.ui.form.on('POS Invoice', 'loyalty_amount', (frm) => {
+ const formatted_currency = format_currency(frm.doc.loyalty_amount, frm.doc.currency);
+ this.$payment_modes.find(`.loyalty-amount-amount`).html(formatted_currency);
+ });
+
+ frappe.ui.form.on("Sales Invoice Payment", "amount", (frm, cdt, cdn) => {
+ // for setting correct amount after loyalty points are redeemed
+ const default_mop = locals[cdt][cdn];
+ const mode = default_mop.mode_of_payment.replace(' ', '_').toLowerCase();
+ if (this[`${mode}_control`] && this[`${mode}_control`].get_value() != default_mop.amount) {
+ this[`${mode}_control`].set_value(default_mop.amount);
+ }
+ });
+
+ this.$component.on('click', '.invoice-details-section', function(e) {
+ if ($(e.target).closest('.invoice-fields').length) return;
+
+ me.$payment_modes.addClass('d-none');
+ me.$invoice_fields.toggleClass("d-none");
+ me.toggle_numpad(false);
+ });
+ this.$component.on('click', '.payment-section', () => {
+ this.$invoice_fields.addClass("d-none");
+ this.$payment_modes.toggleClass('d-none');
+ this.toggle_numpad(true);
+ })
+ }
+
+ attach_shortcuts() {
+ frappe.ui.keys.on("ctrl+enter", () => {
+ const payment_is_visible = this.$component.is(":visible");
+ const active_mode = this.$payment_modes.find(".border-primary");
+ if (payment_is_visible && active_mode.length) {
+ this.$component.find('.submit-order').click();
+ }
+ });
+
+ frappe.ui.keys.on("tab", () => {
+ const payment_is_visible = this.$component.is(":visible");
+ const mode_of_payments = Array.from(this.$payment_modes.find(".mode-of-payment")).map(m => $(m).attr("data-mode"));
+ let active_mode = this.$payment_modes.find(".border-primary");
+ active_mode = active_mode.length ? active_mode.attr("data-mode") : undefined;
+
+ if (!active_mode) return;
+
+ const mode_index = mode_of_payments.indexOf(active_mode);
+ const next_mode_index = (mode_index + 1) % mode_of_payments.length;
+ const next_mode_to_be_clicked = this.$payment_modes.find(`.mode-of-payment[data-mode="${mode_of_payments[next_mode_index]}"]`);
+
+ if (payment_is_visible && mode_index != next_mode_index) {
+ next_mode_to_be_clicked.click();
+ }
+ });
+ }
+
+ toggle_numpad(show) {
+ if (show) {
+ this.$numpad.removeClass('d-none');
+ this.$remarks.addClass('d-none');
+ this.$totals_remarks.addClass('w-60 justify-center').removeClass('justify-end w-full');
+ } else {
+ this.$numpad.addClass('d-none');
+ this.$remarks.removeClass('d-none');
+ this.$totals_remarks.removeClass('w-60 justify-center').addClass('justify-end w-full');
+ }
+ }
+
+ render_payment_section() {
+ this.render_payment_mode_dom();
+ this.make_invoice_fields_control();
+ this.update_totals_section();
+ }
+
+ edit_cart() {
+ this.events.toggle_other_sections(false);
+ this.toggle_component(false);
+ }
+
+ checkout() {
+ this.events.toggle_other_sections(true);
+ this.toggle_component(true);
+
+ this.render_payment_section();
+ }
+
+ toggle_remarks_control() {
+ if (this.$remarks.find('.frappe-control').length) {
+ this.$remarks.html('+ Add Remark');
+ } else {
+ this.$remarks.html('');
+ this[`remark_control`] = frappe.ui.form.make_control({
+ df: {
+ label: __('Remark'),
+ fieldtype: 'Data',
+ onchange: function() {}
+ },
+ parent: this.$totals_remarks.find(`.remarks`),
+ render_input: true,
+ });
+ this[`remark_control`].set_value('');
+ }
+ }
+
+ render_payment_mode_dom() {
+ const doc = this.events.get_frm().doc;
+ const payments = doc.payments;
+ const currency = doc.currency;
+
+ this.$payment_modes.html(
+ `${
+ payments.map((p, i) => {
+ const mode = p.mode_of_payment.replace(' ', '_').toLowerCase();
+ const payment_type = p.type;
+ const margin = i % 2 === 0 ? 'pr-2' : 'pl-2';
+ const amount = p.amount > 0 ? format_currency(p.amount, currency) : '';
+
+ return (
+ `
+
`
+ )
+ }).join('')
+ }`
+ )
+
+ payments.forEach(p => {
+ const mode = p.mode_of_payment.replace(' ', '_').toLowerCase();
+ const me = this;
+ this[`${mode}_control`] = frappe.ui.form.make_control({
+ df: {
+ label: __(`${p.mode_of_payment}`),
+ fieldtype: 'Currency',
+ placeholder: __(`Enter ${p.mode_of_payment} amount.`),
+ onchange: function() {
+ if (this.value || this.value == 0) {
+ frappe.model.set_value(p.doctype, p.name, 'amount', flt(this.value))
+ .then(() => me.update_totals_section());
+
+ const formatted_currency = format_currency(this.value, currency);
+ me.$payment_modes.find(`.${mode}-amount`).html(formatted_currency);
+ }
+ }
+ },
+ parent: this.$payment_modes.find(`.${mode}.mode-of-payment-control`),
+ render_input: true,
+ });
+ this[`${mode}_control`].toggle_label(false);
+ this[`${mode}_control`].set_value(p.amount);
+
+ if (p.default) {
+ setTimeout(() => {
+ this.$payment_modes.find(`.${mode}.mode-of-payment-control`).parent().click();
+ }, 500);
+ }
+ })
+
+ this.render_loyalty_points_payment_mode();
+
+ this.attach_cash_shortcuts(doc);
+ }
+
+ attach_cash_shortcuts(doc) {
+ const grand_total = doc.grand_total;
+ const currency = doc.currency;
+
+ const shortcuts = this.get_cash_shortcuts(flt(grand_total));
+
+ this.$payment_modes.find('.cash-shortcuts').remove();
+ this.$payment_modes.find('[data-payment-type="Cash"]').find('.mode-of-payment-control').after(
+ `
+ ${p.mode_of_payment}
+
+ ${amount}
+
+
+ ${
+ shortcuts.map(s => {
+ return `
`
+ )
+ }
+
+ get_cash_shortcuts(grand_total) {
+ let steps = [1, 5, 10];
+ const digits = String(Math.round(grand_total)).length;
+
+ steps = steps.map(x => x * (10 ** (digits - 2)));
+
+ const get_nearest = (amount, x) => {
+ let nearest_x = Math.ceil((amount / x)) * x;
+ return nearest_x === amount ? nearest_x + x : nearest_x;
+ }
+
+ return steps.reduce((finalArr, x) => {
+ let nearest_x = get_nearest(grand_total, x);
+ nearest_x = finalArr.indexOf(nearest_x) != -1 ? nearest_x + x : nearest_x;
+ return [...finalArr, nearest_x];
+ }, []);
+ }
+
+ render_loyalty_points_payment_mode() {
+ const me = this;
+ const doc = this.events.get_frm().doc;
+ const { loyalty_program, loyalty_points, conversion_factor } = this.events.get_customer_details();
+
+ this.$payment_modes.find(`.mode-of-payment[data-mode="loyalty-amount"]`).parent().remove();
+
+ if (!loyalty_program) return;
+
+ let description, read_only, max_redeemable_amount;
+ if (!loyalty_points) {
+ description = __(`You don't have enough points to redeem.`);
+ read_only = true;
+ } else {
+ max_redeemable_amount = flt(flt(loyalty_points) * flt(conversion_factor), precision("loyalty_amount", doc))
+ description = __(`You can redeem upto ${format_currency(max_redeemable_amount)}.`);
+ read_only = false;
+ }
+
+ const margin = this.$payment_modes.children().length % 2 === 0 ? 'pr-2' : 'pl-2';
+ const amount = doc.loyalty_amount > 0 ? format_currency(doc.loyalty_amount, doc.currency) : '';
+ this.$payment_modes.append(
+ `
+ ${format_currency(s, currency)}
+
`
+ }).join('')
+ }
+
+
`
+ )
+
+ this['loyalty-amount_control'] = frappe.ui.form.make_control({
+ df: {
+ label: __('Redeem Loyalty Points'),
+ fieldtype: 'Currency',
+ placeholder: __(`Enter amount to be redeemed.`),
+ options: 'company:currency',
+ read_only,
+ onchange: async function() {
+ if (!loyalty_points) return;
+
+ if (this.value > max_redeemable_amount) {
+ frappe.show_alert({
+ message: __(`You cannot redeem more than ${format_currency(max_redeemable_amount)}.`),
+ indicator: "red"
+ });
+ frappe.utils.play_sound("submit");
+ me['loyalty-amount_control'].set_value(0);
+ return;
+ }
+ const redeem_loyalty_points = this.value > 0 ? 1 : 0;
+ await frappe.model.set_value(doc.doctype, doc.name, 'redeem_loyalty_points', redeem_loyalty_points);
+ frappe.model.set_value(doc.doctype, doc.name, 'loyalty_points', parseInt(this.value / conversion_factor));
+ },
+ description
+ },
+ parent: this.$payment_modes.find(`.loyalty-amount.mode-of-payment-control`),
+ render_input: true,
+ });
+ this['loyalty-amount_control'].toggle_label(false);
+
+ // this.render_add_payment_method_dom();
+ }
+
+ render_add_payment_method_dom() {
+ const docstatus = this.events.get_frm().doc.docstatus;
+ if (docstatus === 0)
+ this.$payment_modes.append(
+ `
+ Redeem Loyalty Points
+
+ ${amount}
+ ${loyalty_program}
+
+
+
`
+ )
+ }
+
+ update_totals_section(doc) {
+ if (!doc) doc = this.events.get_frm().doc;
+ const paid_amount = doc.paid_amount;
+ const remaining = doc.grand_total - doc.paid_amount;
+ const change = doc.change_amount || remaining <= 0 ? -1 * remaining : undefined;
+ const currency = doc.currency
+ const label = change ? __('Change') : __('To Be Paid');
+
+ this.$totals.html(
+ `+ Add Payment Method
+
+
+ Paid Amount
+ ${format_currency(paid_amount, currency)}
+
+
`
+ )
+ }
+
+ toggle_component(show) {
+ show ? this.$component.removeClass('d-none') : this.$component.addClass('d-none');
+ }
+ }
\ No newline at end of file
diff --git a/erpnext/selling/page/point_of_sale/tests/test_point_of_sale.js b/erpnext/selling/page/point_of_sale/tests/test_point_of_sale.js
deleted file mode 100644
index 79d1700b4e..0000000000
--- a/erpnext/selling/page/point_of_sale/tests/test_point_of_sale.js
+++ /dev/null
@@ -1,38 +0,0 @@
-QUnit.test("test:Point of Sales", function(assert) {
- assert.expect(1);
- let done = assert.async();
-
- frappe.run_serially([
- () => frappe.set_route('point-of-sale'),
- () => frappe.timeout(3),
- () => frappe.set_control('customer', 'Test Customer 1'),
- () => frappe.timeout(0.2),
- () => cur_frm.set_value('customer', 'Test Customer 1'),
- () => frappe.timeout(2),
- () => frappe.click_link('Test Product 2'),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.cart-items [data-item-code="Test Product 2"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.number-pad [data-value="Rate"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.number-pad [data-value="2"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.number-pad [data-value="5"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.number-pad [data-value="0"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.number-pad [data-value="Pay"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.frappe-control [data-value="4"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.frappe-control [data-value="5"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_element(`.frappe-control [data-value="0"]`),
- () => frappe.timeout(0.2),
- () => frappe.click_button('Submit'),
- () => frappe.click_button('Yes'),
- () => frappe.timeout(3),
- () => assert.ok(cur_frm.doc.docstatus==1, "Sales invoice created successfully"),
- () => done()
- ]);
-});
\ No newline at end of file
diff --git a/erpnext/selling/print_format/__init__.py b/erpnext/selling/print_format/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/selling/print_format/gst_pos_invoice/__init__.py b/erpnext/selling/print_format/gst_pos_invoice/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/selling/print_format/gst_pos_invoice/gst_pos_invoice.json b/erpnext/selling/print_format/gst_pos_invoice/gst_pos_invoice.json
new file mode 100644
index 0000000000..9094a07bcc
--- /dev/null
+++ b/erpnext/selling/print_format/gst_pos_invoice/gst_pos_invoice.json
@@ -0,0 +1,23 @@
+{
+ "align_labels_right": 0,
+ "creation": "2017-08-08 12:33:04.773099",
+ "custom_format": 1,
+ "disabled": 0,
+ "doc_type": "POS Invoice",
+ "docstatus": 0,
+ "doctype": "Print Format",
+ "font": "Default",
+ "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n${label}
+ ${format_currency(change || remaining, currency)}
+ \n\t{{ doc.company }}
\n\t{% if doc.company_address_display %}\n\t\t{% set company_address = doc.company_address_display.replace(\"\\n\", \" \").replace(\"
\", \" \") %}\n\t\t{% if \"GSTIN\" not in company_address %}\n\t\t\t{{ company_address }}\n\t\t\t{{ _(\"GSTIN\") }}:{{ doc.company_gstin }}\n\t\t{% else %}\n\t\t\t{{ company_address.replace(\"GSTIN\", \"
GSTIN\") }}\n\t\t{% endif %}\n\t{% endif %}\n\t
\n\t{% if doc.docstatus == 0 %}\n\t\t{{ doc.status + \" \"+ (doc.select_print_heading or _(\"Invoice\")) }}
\n\t{% else %}\n\t\t{{ doc.select_print_heading or _(\"Invoice\") }}
\n\t{% endif %}\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{% if doc.grand_total > 50000 %}\n\t\t{% set customer_address = doc.address_display.replace(\"\\n\", \" \").replace(\"
\", \" \") %}\n\t\t{{ _(\"Customer\") }}:
\n\t\t{{ doc.customer_name }}
\n\t\t{{ customer_address }}\n\t{% endif %}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.gst_hsn_code -%}\n\t\t\t\t\t {{ _(\"HSN/SAC\") }}: {{ item.gst_hsn_code }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.serial_no -%}\n\t\t\t\t\t {{ _(\"SR.No\") }}: \n\t\t\t\t\t{{ item.serial_no | replace(\"\\n\", \", \") }}\n\t\t\t\t{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.rate }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t\t{% if '%' in row.description %}\n\t\t\t\t\t {{ row.description }}\n\t\t\t\t\t{% else %}\n\t\t\t\t\t {{ row.description }}@{{ row.rate }}%\n\t\t\t\t\t{% endif %}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc) }}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"change_amount\") }}\n\t\t\t | \n\t\t
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", + "idx": 0, + "line_breaks": 0, + "modified": "2020-04-29 16:47:02.743246", + "modified_by": "Administrator", + "module": "Selling", + "name": "GST POS Invoice", + "owner": "Administrator", + "print_format_builder": 0, + "print_format_type": "Jinja", + "raw_printing": 0, + "show_section_headings": 0, + "standard": "Yes" +} \ No newline at end of file diff --git a/erpnext/selling/print_format/pos_invoice/__init__.py b/erpnext/selling/print_format/pos_invoice/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/selling/print_format/pos_invoice/pos_invoice.json b/erpnext/selling/print_format/pos_invoice/pos_invoice.json new file mode 100644 index 0000000000..99094ed9b0 --- /dev/null +++ b/erpnext/selling/print_format/pos_invoice/pos_invoice.json @@ -0,0 +1,22 @@ +{ + "align_labels_right": 0, + "creation": "2011-12-21 11:08:55", + "custom_format": 1, + "disabled": 0, + "doc_type": "POS Invoice", + "docstatus": 0, + "doctype": "Print Format", + "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n\n\n\t{{ doc.company }}
\n\t{{ doc.select_print_heading or _(\"Invoice\") }}
\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{{ _(\"Customer\") }}: {{ doc.customer_name }}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.serial_no -%}\n\t\t\t\t\t {{ _(\"SR.No\") }}: \n\t\t\t\t\t{{ item.serial_no | replace(\"\\n\", \", \") }}\n\t\t\t\t{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.get_formatted(\"rate\") }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t {% if '%' in row.description %}\n\t\t\t\t\t {{ row.description }}\n\t\t\t\t\t{% else %}\n\t\t\t\t\t {{ row.description }}@{{ row.rate }}%\n\t\t\t\t\t{% endif %}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc) }}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"change_amount\") }}\n\t\t\t\t | \n\t\t\t
\n
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", + "idx": 1, + "line_breaks": 0, + "modified": "2020-04-29 16:45:58.942375", + "modified_by": "Administrator", + "module": "Selling", + "name": "POS Invoice", + "owner": "Administrator", + "print_format_builder": 0, + "print_format_type": "Jinja", + "raw_printing": 0, + "show_section_headings": 0, + "standard": "Yes" +} \ No newline at end of file diff --git a/erpnext/selling/print_format/return_pos_invoice/__init__.py b/erpnext/selling/print_format/return_pos_invoice/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/selling/print_format/return_pos_invoice/return_pos_invoice.json b/erpnext/selling/print_format/return_pos_invoice/return_pos_invoice.json new file mode 100644 index 0000000000..d7f335059c --- /dev/null +++ b/erpnext/selling/print_format/return_pos_invoice/return_pos_invoice.json @@ -0,0 +1,24 @@ +{ + "align_labels_right": 0, + "creation": "2020-05-14 17:02:44.207166", + "custom_format": 1, + "default_print_language": "en", + "disabled": 0, + "doc_type": "POS Invoice", + "docstatus": 0, + "doctype": "Print Format", + "font": "Default", + "html": "\n\n{% if letter_head %}\n {{ letter_head }}\n{% endif %}\n\n\n\t{{ doc.company }}
\n\t{{ doc.select_print_heading or _(\"Return Invoice\") }}
\n
\n\t{{ _(\"Receipt No\") }}: {{ doc.name }}
\n\t{{ _(\"Original Invoice\") }}: {{ doc.return_against }}
\n\t{{ _(\"Date\") }}: {{ doc.get_formatted(\"posting_date\") }}
\n\t{{ _(\"Customer\") }}: {{ doc.customer_name }}\n
\n
| {{ _(\"Item\") }} | \n\t\t\t{{ _(\"Qty\") }} | \n\t\t\t{{ _(\"Amount\") }} | \n\t\t
|---|---|---|
| \n\t\t\t\t{{ item.item_code }}\n\t\t\t\t{%- if item.item_name != item.item_code -%}\n\t\t\t\t\t {{ item.item_name }}\n\t\t\t\t{%- endif -%}\n\t\t\t\t{%- if item.serial_no -%}\n\t\t\t\t\t {{ _(\"SR.No\") }}: \n\t\t\t\t\t{{ item.serial_no | replace(\"\\n\", \", \") }}\n\t\t\t\t{%- endif -%}\n\t\t\t | \n\t\t\t{{ item.qty }} @ {{ item.get_formatted(\"rate\") }} | \n\t\t\t{{ item.get_formatted(\"amount\") }} | \n\t\t
| \n\t\t\t\t\t{{ _(\"Total Excl. Tax\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"net_total\", doc) }}\n\t\t\t\t | \n\t\t\t{% else %}\n\t\t\t\t\n\t\t\t\t\t{{ _(\"Total\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"total\", doc) }}\n\t\t\t\t | \n\t\t\t{% endif %}\n\t\t
| \n\t\t\t\t {% if '%' in row.description %}\n\t\t\t\t\t {{ row.description }}\n\t\t\t\t\t{% else %}\n\t\t\t\t\t {{ row.description }}@{{ row.rate }}%\n\t\t\t\t\t{% endif %}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ row.get_formatted(\"tax_amount\", doc)}}\n\t\t\t\t | \n\t\t\t||
| \n\t\t\t\t{{ _(\"Discount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"discount_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Grand Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"grand_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Rounded Total\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"rounded_total\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t{{ _(\"Paid Amount\") }}\n\t\t\t | \n\t\t\t\n\t\t\t\t{{ doc.get_formatted(\"paid_amount\") }}\n\t\t\t | \n\t\t||
| \n\t\t\t\t\t{{ _(\"Change Amount\") }}\n\t\t\t\t | \n\t\t\t\t\n\t\t\t\t\t{{ doc.get_formatted(\"change_amount\")}}\n\t\t\t\t | \n\t\t\t
\n
{{ doc.terms or \"\" }}
\n{{ _(\"Thank you, please visit again.\") }}
", + "idx": 0, + "line_breaks": 0, + "modified": "2020-05-14 17:13:29.354015", + "modified_by": "Administrator", + "module": "Selling", + "name": "Return POS Invoice", + "owner": "Administrator", + "print_format_builder": 0, + "print_format_type": "Jinja", + "raw_printing": 0, + "show_section_headings": 0, + "standard": "Yes" +} \ No newline at end of file diff --git a/erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py b/erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py index 1bc4657f29..0a70b97648 100644 --- a/erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py +++ b/erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py @@ -191,7 +191,7 @@ def get_conditions(filters): conditions += "AND so_item.item_code = '%s'" %frappe.db.escape(filters.item_code) if filters.get("customer"): - conditions += "AND so.customer = '%s'" %frappe.db.escape(filters.customer) + conditions += "AND so.customer = %s" %frappe.db.escape(filters.customer) return conditions diff --git a/erpnext/selling/report/sales_order_analysis/sales_order_analysis.py b/erpnext/selling/report/sales_order_analysis/sales_order_analysis.py index 7e8e6e9e8b..f5feb95f1a 100644 --- a/erpnext/selling/report/sales_order_analysis/sales_order_analysis.py +++ b/erpnext/selling/report/sales_order_analysis/sales_order_analysis.py @@ -96,7 +96,7 @@ def prepare_data(data, filters): # prepare data for report view row["qty_to_bill"] = flt(row["qty"]) - flt(row["billed_qty"]) - row["delay"] = 0 if row["delay"] < 0 else row["delay"] + row["delay"] = 0 if row["delay"] and row["delay"] < 0 else row["delay"] if filters.get("group_by_so"): so_name = row["sales_order"] diff --git a/erpnext/selling/sales_common.js b/erpnext/selling/sales_common.js index 4a7dd5ad9b..002cfe41e1 100644 --- a/erpnext/selling/sales_common.js +++ b/erpnext/selling/sales_common.js @@ -142,7 +142,7 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({ frappe.model.round_floats_in(item, ["price_list_rate", "discount_percentage"]); // check if child doctype is Sales Order Item/Qutation Item and calculate the rate - if(in_list(["Quotation Item", "Sales Order Item", "Delivery Note Item", "Sales Invoice Item"]), cdt) + if(in_list(["Quotation Item", "Sales Order Item", "Delivery Note Item", "Sales Invoice Item", "POS Invoice Item"]), cdt) this.apply_pricing_rule_on_item(item); else item.rate = flt(item.price_list_rate * (1 - item.discount_percentage / 100.0), @@ -312,6 +312,11 @@ erpnext.selling.SellingController = erpnext.TransactionController.extend({ batch_no: function(doc, cdt, cdn) { var me = this; var item = frappe.get_doc(cdt, cdn); + + if (item.serial_no) { + return; + } + item.serial_no = null; var has_serial_no; frappe.db.get_value('Item', {'item_code': item.item_code}, 'has_serial_no', (r) => { @@ -489,13 +494,18 @@ frappe.ui.form.on(cur_frm.doctype, { var dialog = new frappe.ui.Dialog({ title: __("Set as Lost"), fields: [ - {"fieldtype": "Table MultiSelect", - "label": __("Lost Reasons"), - "fieldname": "lost_reason", - "options": "Lost Reason Detail", - "reqd": 1}, - - {"fieldtype": "Text", "label": __("Detailed Reason"), "fieldname": "detailed_reason"}, + { + "fieldtype": "Table MultiSelect", + "label": __("Lost Reasons"), + "fieldname": "lost_reason", + "options": frm.doctype === 'Opportunity' ? 'Opportunity Lost Reason Detail': 'Quotation Lost Reason Detail', + "reqd": 1 + }, + { + "fieldtype": "Text", + "label": __("Detailed Reason"), + "fieldname": "detailed_reason" + }, ], primary_action: function() { var values = dialog.get_values(); diff --git a/erpnext/selling/selling_dashboard/selling/selling.json b/erpnext/selling/selling_dashboard/selling/selling.json new file mode 100644 index 0000000000..52e6714965 --- /dev/null +++ b/erpnext/selling/selling_dashboard/selling/selling.json @@ -0,0 +1,46 @@ +{ + "cards": [ + { + "card": "Annual Sales" + }, + { + "card": "Sales Orders to Deliver" + }, + { + "card": "Sales Orders to Bill" + }, + { + "card": "Active Customers" + } + ], + "charts": [ + { + "chart": "Sales Order Trends", + "width": "Full" + }, + { + "chart": "Top Customers", + "width": "Half" + }, + { + "chart": "Sales Order Analysis", + "width": "Half" + }, + { + "chart": "Item-wise Annual Sales", + "width": "Full" + } + ], + "creation": "2020-07-20 20:17:16.688162", + "dashboard_name": "Selling", + "docstatus": 0, + "doctype": "Dashboard", + "idx": 0, + "is_default": 0, + "is_standard": 1, + "modified": "2020-07-22 15:31:22.299903", + "modified_by": "Administrator", + "module": "Selling", + "name": "Selling", + "owner": "Administrator" +} \ No newline at end of file diff --git a/erpnext/setup/doctype/company/company.js b/erpnext/setup/doctype/company/company.js index 7ae5385a23..f882db60c5 100644 --- a/erpnext/setup/doctype/company/company.js +++ b/erpnext/setup/doctype/company/company.js @@ -34,6 +34,16 @@ frappe.ui.form.on("Company", { frm.set_query("default_buying_terms", function() { return { filters: { buying: 1 } }; }); + + frm.set_query("default_in_transit_warehouse", function() { + return { + filters:{ + 'warehouse_type' : 'Transit', + 'is_group': 0, + 'company': frm.doc.company + } + }; + }); }, company_name: function(frm) { diff --git a/erpnext/setup/doctype/company/company.json b/erpnext/setup/doctype/company/company.json index 221044df3a..4a26a71970 100644 --- a/erpnext/setup/doctype/company/company.json +++ b/erpnext/setup/doctype/company/company.json @@ -25,6 +25,7 @@ "default_selling_terms", "default_buying_terms", "default_warehouse_for_sales_return", + "default_in_transit_warehouse", "column_break_10", "country", "create_chart_of_accounts_based_on", @@ -242,7 +243,7 @@ { "fieldname": "default_warehouse_for_sales_return", "fieldtype": "Link", - "label": "Default warehouse for Sales Return", + "label": "Default Warehouse for Sales Return", "options": "Warehouse" }, { @@ -733,6 +734,12 @@ "fieldname": "enable_perpetual_inventory_for_non_stock_items", "fieldtype": "Check", "label": "Enable Perpetual Inventory For Non Stock Items" + }, + { + "fieldname": "default_in_transit_warehouse", + "fieldtype": "Link", + "label": "Default In Transit Warehouse", + "options": "Warehouse" } ], "icon": "fa fa-building", @@ -740,7 +747,7 @@ "image_field": "company_logo", "is_tree": 1, "links": [], - "modified": "2020-06-24 12:45:31.462195", + "modified": "2020-08-06 00:38:08.311216", "modified_by": "Administrator", "module": "Setup", "name": "Company", @@ -801,4 +808,4 @@ "sort_field": "modified", "sort_order": "ASC", "track_changes": 1 -} \ No newline at end of file +} diff --git a/erpnext/setup/doctype/company/company.py b/erpnext/setup/doctype/company/company.py index 47b41a97ad..8e707fe3f4 100644 --- a/erpnext/setup/doctype/company/company.py +++ b/erpnext/setup/doctype/company/company.py @@ -140,7 +140,8 @@ class Company(NestedSet): {"warehouse_name": _("All Warehouses"), "is_group": 1}, {"warehouse_name": _("Stores"), "is_group": 0}, {"warehouse_name": _("Work In Progress"), "is_group": 0}, - {"warehouse_name": _("Finished Goods"), "is_group": 0}]: + {"warehouse_name": _("Finished Goods"), "is_group": 0}, + {"warehouse_name": _("Goods In Transit"), "is_group": 0, "warehouse_type": "Transit"}]: if not frappe.db.exists("Warehouse", "{0} - {1}".format(wh_detail["warehouse_name"], self.abbr)): warehouse = frappe.get_doc({ @@ -149,7 +150,8 @@ class Company(NestedSet): "is_group": wh_detail["is_group"], "company": self.name, "parent_warehouse": "{0} - {1}".format(_("All Warehouses"), self.abbr) \ - if not wh_detail["is_group"] else "" + if not wh_detail["is_group"] else "", + "warehouse_type" : wh_detail["warehouse_type"] if "warehouse_type" in wh_detail else None }) warehouse.flags.ignore_permissions = True warehouse.flags.ignore_mandatory = True diff --git a/erpnext/setup/doctype/company/delete_company_transactions.py b/erpnext/setup/doctype/company/delete_company_transactions.py index 8ecc13b2fb..c94831ef93 100644 --- a/erpnext/setup/doctype/company/delete_company_transactions.py +++ b/erpnext/setup/doctype/company/delete_company_transactions.py @@ -26,7 +26,8 @@ def delete_company_transactions(company_name): tabDocField where fieldtype='Link' and options='Company'"""): if doctype not in ("Account", "Cost Center", "Warehouse", "Budget", "Party Account", "Employee", "Sales Taxes and Charges Template", - "Purchase Taxes and Charges Template", "POS Profile", 'BOM'): + "Purchase Taxes and Charges Template", "POS Profile", "BOM", + "Company", "Bank Account"): delete_for_doctype(doctype, company_name) # reset company values diff --git a/erpnext/setup/doctype/party_type/party_type.py b/erpnext/setup/doctype/party_type/party_type.py index b29c305ee7..96e60936a4 100644 --- a/erpnext/setup/doctype/party_type/party_type.py +++ b/erpnext/setup/doctype/party_type/party_type.py @@ -10,6 +10,7 @@ class PartyType(Document): pass @frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs def get_party_type(doctype, txt, searchfield, start, page_len, filters): cond = '' if filters and filters.get('account'): diff --git a/erpnext/setup/doctype/quotation_lost_reason_detail/__init__.py b/erpnext/setup/doctype/quotation_lost_reason_detail/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.json b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.json new file mode 100644 index 0000000000..543214101a --- /dev/null +++ b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.json @@ -0,0 +1,31 @@ +{ + "actions": [], + "creation": "2020-07-14 09:21:44.057724", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "lost_reason" + ], + "fields": [ + { + "fieldname": "lost_reason", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Quotation Lost Reason", + "options": "Quotation Lost Reason" + } + ], + "istable": 1, + "links": [], + "modified": "2020-07-26 17:58:56.373775", + "modified_by": "Administrator", + "module": "Setup", + "name": "Quotation Lost Reason Detail", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.py b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.py new file mode 100644 index 0000000000..7bb8d02670 --- /dev/null +++ b/erpnext/setup/doctype/quotation_lost_reason_detail/quotation_lost_reason_detail.py @@ -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 QuotationLostReasonDetail(Document): + pass diff --git a/erpnext/setup/install.py b/erpnext/setup/install.py index aa9fbc0a92..4f0f5721c2 100644 --- a/erpnext/setup/install.py +++ b/erpnext/setup/install.py @@ -7,6 +7,7 @@ import frappe from erpnext.accounts.doctype.cash_flow_mapper.default_cash_flow_mapper import DEFAULT_MAPPERS from .default_success_action import get_default_success_action from frappe import _ +from frappe.utils import cint from frappe.desk.page.setup_wizard.setup_wizard import add_all_roles_to from frappe.custom.doctype.custom_field.custom_field import create_custom_field from erpnext.setup.default_energy_point_rules import get_default_energy_point_rules @@ -25,12 +26,13 @@ def after_install(): create_default_success_action() create_default_energy_point_rules() add_company_to_session_defaults() + add_standard_navbar_items() frappe.db.commit() def check_setup_wizard_not_completed(): - if frappe.db.get_default('desktop:home_page') != 'setup-wizard': - message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed. + if cint(frappe.db.get_single_value('System Settings', 'setup_complete') or 0): + message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed. You can reinstall this site (after saving your data) using: bench --site [sitename] reinstall""" frappe.throw(message) @@ -103,3 +105,45 @@ def add_company_to_session_defaults(): "ref_doctype": "Company" }) settings.save() + +def add_standard_navbar_items(): + navbar_settings = frappe.get_single("Navbar Settings") + + erpnext_navbar_items = [ + { + 'item_label': 'Documentation', + 'item_type': 'Route', + 'route': 'https://erpnext.com/docs/user/manual', + 'is_standard': 1 + }, + { + 'item_label': 'User Forum', + 'item_type': 'Route', + 'route': 'https://discuss.erpnext.com', + 'is_standard': 1 + }, + { + 'item_label': 'Report an Issue', + 'item_type': 'Route', + 'route': 'https://github.com/frappe/erpnext/issues', + 'is_standard': 1 + } + ] + + current_nabvar_items = navbar_settings.help_dropdown + navbar_settings.set('help_dropdown', []) + + for item in erpnext_navbar_items: + navbar_settings.append('help_dropdown', item) + + for item in current_nabvar_items: + navbar_settings.append('help_dropdown', { + 'item_label': item.item_label, + 'item_type': item.item_type, + 'route': item.route, + 'action': item.action, + 'is_standard': item.is_standard, + 'hidden': item.hidden + }) + + navbar_settings.save() diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py index ad063cfc9d..72ed00293e 100644 --- a/erpnext/setup/setup_wizard/operations/install_fixtures.py +++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py @@ -95,8 +95,6 @@ def install(country=None): {'doctype': 'Stock Entry Type', 'name': 'Send to Subcontractor', 'purpose': 'Send to Subcontractor'}, {'doctype': 'Stock Entry Type', 'name': 'Material Transfer for Manufacture', 'purpose': 'Material Transfer for Manufacture'}, {'doctype': 'Stock Entry Type', 'name': 'Material Consumption for Manufacture', 'purpose': 'Material Consumption for Manufacture'}, - {'doctype': 'Stock Entry Type', 'name': 'Send to Warehouse', 'purpose': 'Send to Warehouse'}, - {'doctype': 'Stock Entry Type', 'name': 'Receive at Warehouse', 'purpose': 'Receive at Warehouse'}, # Designation {'doctype': 'Designation', 'designation_name': _('CEO')}, @@ -244,7 +242,10 @@ def install(country=None): {"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")}, {"doctype": "Sales Stage", "stage_name": _("Perception Analysis")}, {"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")}, - {"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")} + {"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}, + + # Warehouse Type + {'doctype': 'Warehouse Type', 'name': 'Transit'}, ] from erpnext.setup.setup_wizard.data.industry_type import get_industry_types diff --git a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.js b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.js index ffc5daba62..21fa4c3065 100644 --- a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.js +++ b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.js @@ -1,31 +1,22 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt -$.extend(cur_frm.cscript, { - onload: function() { - if(cur_frm.doc.__onload && cur_frm.doc.__onload.quotation_series) { - cur_frm.fields_dict.quotation_series.df.options = cur_frm.doc.__onload.quotation_series; - cur_frm.refresh_field("quotation_series"); +frappe.ui.form.on("Shopping Cart Settings", { + onload: function(frm) { + if(frm.doc.__onload && frm.doc.__onload.quotation_series) { + frm.fields_dict.quotation_series.df.options = frm.doc.__onload.quotation_series; + frm.refresh_field("quotation_series"); } }, - refresh: function(){ - toggle_mandatory(cur_frm) - }, - enable_checkout: function(){ - toggle_mandatory(cur_frm) - }, - enabled: function() { - if (cur_frm.doc.enabled === 1) { - cur_frm.doc.show_configure_button = 1; - cur_frm.refresh_field('show_configure_button'); + enabled: function(frm) { + if (frm.doc.enabled === 1) { + frm.set_value('enable_variants', 1); + } + else { + frm.set_value('company', ''); + frm.set_value('price_list', ''); + frm.set_value('default_customer_group', ''); + frm.set_value('quotation_series', ''); } } }); - - -function toggle_mandatory (cur_frm){ - cur_frm.toggle_reqd("payment_gateway_account", false); - if(cur_frm.doc.enabled && cur_frm.doc.enable_checkout) { - cur_frm.toggle_reqd("payment_gateway_account", true); - } -} diff --git a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json index e828f54878..32004efdca 100644 --- a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json +++ b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.json @@ -1,750 +1,193 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, - "creation": "2013-06-19 15:57:32", - "custom": 0, - "description": "Default settings for Shopping Cart", - "docstatus": 0, - "doctype": "DocType", - "document_type": "System", - "editable_grid": 0, - "fields": [ - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "enabled", - "fieldtype": "Check", - "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": "Enable Shopping Cart", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "description": "", - "fieldname": "display_settings", - "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": "Display Settings", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "description": "", - "fieldname": "show_attachments", - "fieldtype": "Check", - "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": "Show Public Attachments", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "", - "description": "", - "fieldname": "show_price", - "fieldtype": "Check", - "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": "Show Price", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "show_stock_availability", - "fieldtype": "Check", - "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": "Show Stock Availability", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "show_configure_button", - "fieldtype": "Check", - "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": "Show Configure Button", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "show_contact_us_button", - "fieldtype": "Check", - "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": "Show Contact Us Button", - "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 - }, - { - "allow_bulk_edit": 0, - 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"ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Show Apply Coupon Code", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fetch_if_empty": 0, - "fieldname": "allow_items_not_in_stock", - "fieldtype": "Check", - "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": "Allow items not in stock to be added to cart", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 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"company", - "fieldtype": "Link", - "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": "Company", - "length": 0, - "no_copy": 0, - "options": "Company", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 1, - "report_hide": 0, - "reqd": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "Prices will not be shown if Price List is not set", - "fieldname": "price_list", - "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": "Price List", - "length": 0, - "no_copy": 0, - "options": 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"collapsible": 0, - "columns": 0, - "description": "", - "fieldname": "default_customer_group", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 1, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Default Customer Group", - "length": 0, - "no_copy": 0, - "options": "Customer Group", - "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": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "quotation_series", - "fieldtype": "Select", - "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": "Quotation Series", - "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": 1, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 1, - "collapsible_depends_on": "eval:doc.enable_checkout", - "columns": 0, - "depends_on": "enabled", - "fieldname": "section_break_8", - "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": "Checkout Settings", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "collapsible_depends_on": "", - "columns": 0, - "depends_on": "", - "fieldname": "enable_checkout", - "fieldtype": "Check", - "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": "Enable Checkout", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "default": "Orders", - "description": "After payment completion redirect user to selected page.", - "fieldname": "payment_success_url", - "fieldtype": "Select", - "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": "Payment Success Url", - "length": 0, - "no_copy": 0, - "options": "\nOrders\nInvoices\nMy Account", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break_11", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "payment_gateway_account", - "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": "Payment Gateway Account", - "length": 0, - "no_copy": 0, - "options": "Payment Gateway Account", - "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 - } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "icon": "fa fa-shopping-cart", - "idx": 1, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 1, - "istable": 0, - "max_attachments": 0, - "modified": "2019-10-14 13:54:24.575322", - "modified_by": "Administrator", - "module": "Shopping Cart", - "name": "Shopping Cart Settings", - "owner": "Administrator", - "permissions": [ - { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 0, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 0, - "role": "Website Manager", - "set_user_permissions": 0, - "share": 1, - "submit": 0, - "write": 1 - } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_order": "ASC", - "track_changes": 0, - "track_seen": 0, - "track_views": 0 - } \ No newline at end of file + "actions": [], + "creation": "2013-06-19 15:57:32", + "description": "Default settings for Shopping Cart", + "doctype": "DocType", + "document_type": "System", + "engine": "InnoDB", + "field_order": [ + "enabled", + "display_settings", + "show_attachments", + "show_price", + "show_stock_availability", + "enable_variants", + "column_break_7", + "show_contact_us_button", + "show_quantity_in_website", + "show_apply_coupon_code_in_website", + "allow_items_not_in_stock", + "section_break_2", + "company", + "price_list", + "column_break_4", + "default_customer_group", + "quotation_series", + "section_break_8", + "enable_checkout", + "payment_success_url", + "column_break_11", + "payment_gateway_account" + ], + "fields": [ + { + "default": "0", + "fieldname": "enabled", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Enable Shopping Cart" + }, + { + "fieldname": "display_settings", + "fieldtype": "Section Break", + "label": "Display Settings" + }, + { + "default": "0", + "fieldname": "show_attachments", + "fieldtype": "Check", + "label": "Show Public Attachments" + }, + { + "default": "0", + "fieldname": "show_price", + "fieldtype": "Check", + "label": "Show Price" + }, + { + "default": "0", + "fieldname": "show_stock_availability", + "fieldtype": "Check", + "label": "Show Stock Availability" + }, + { + "default": "0", + "fieldname": "show_contact_us_button", + "fieldtype": "Check", + "label": "Show Contact Us Button" + }, + { + "default": "0", + "depends_on": "show_stock_availability", + "fieldname": "show_quantity_in_website", + "fieldtype": "Check", + "label": "Show Stock Quantity" + }, + { + "default": "0", + "fieldname": "show_apply_coupon_code_in_website", + "fieldtype": "Check", + "label": "Show Apply Coupon Code" + }, + { + "default": "0", + "fieldname": "allow_items_not_in_stock", + "fieldtype": "Check", + "label": "Allow items not in stock to be added to cart" + }, + { + "depends_on": "enabled", + "fieldname": "section_break_2", + "fieldtype": "Section Break" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Company", + "mandatory_depends_on": "eval: doc.enabled === 1", + "options": "Company", + "remember_last_selected_value": 1 + }, + { + "description": "Prices will not be shown if Price List is not set", + "fieldname": "price_list", + "fieldtype": "Link", + "label": "Price List", + "mandatory_depends_on": "eval: doc.enabled === 1", + "options": "Price List" + }, + { + "fieldname": "column_break_4", + "fieldtype": "Column Break" + }, + { + "fieldname": "default_customer_group", + "fieldtype": "Link", + "ignore_user_permissions": 1, + "label": "Default Customer Group", + "mandatory_depends_on": "eval: doc.enabled === 1", + "options": "Customer Group" + }, + { + "fieldname": "quotation_series", + "fieldtype": "Select", + "label": "Quotation Series", + "mandatory_depends_on": "eval: doc.enabled === 1" + }, + { + "collapsible": 1, + "collapsible_depends_on": "eval:doc.enable_checkout", + "depends_on": "enabled", + "fieldname": "section_break_8", + "fieldtype": "Section Break", + "label": "Checkout Settings" + }, + { + "default": "0", + "fieldname": "enable_checkout", + "fieldtype": "Check", + "label": "Enable Checkout" + }, + { + "default": "Orders", + "description": "After payment completion redirect user to selected page.", + "fieldname": "payment_success_url", + "fieldtype": "Select", + "label": "Payment Success Url", + "options": "\nOrders\nInvoices\nMy Account" + }, + { + "fieldname": "column_break_11", + "fieldtype": "Column Break" + }, + { + "fieldname": "payment_gateway_account", + "fieldtype": "Link", + "label": "Payment Gateway Account", + "options": "Payment Gateway Account" + }, + { + "fieldname": "column_break_7", + "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "enable_variants", + "fieldtype": "Check", + "label": "Enable Variants" + } + ], + "icon": "fa fa-shopping-cart", + "idx": 1, + "issingle": 1, + "links": [], + "modified": "2020-08-02 18:21:43.873303", + "modified_by": "Administrator", + "module": "Shopping Cart", + "name": "Shopping Cart Settings", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "Website Manager", + "share": 1, + "write": 1 + } + ], + "sort_field": "modified", + "sort_order": "ASC" +} \ No newline at end of file diff --git a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.py b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.py index 3098190383..c069b90e98 100644 --- a/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.py +++ b/erpnext/shopping_cart/doctype/shopping_cart_settings/shopping_cart_settings.py @@ -80,6 +80,7 @@ def get_shopping_cart_settings(): return frappe.local.shopping_cart_settings +@frappe.whitelist(allow_guest=True) def is_cart_enabled(): return get_shopping_cart_settings().enabled diff --git a/erpnext/startup/leaderboard.py b/erpnext/startup/leaderboard.py index 90ecd46259..5545f13e8c 100644 --- a/erpnext/startup/leaderboard.py +++ b/erpnext/startup/leaderboard.py @@ -50,11 +50,12 @@ def get_leaderboards(): return leaderboards @frappe.whitelist() -def get_all_customers(from_date, company, field, limit = None): +def get_all_customers(date_range, company, field, limit = None): if field == "outstanding_amount": filters = [['docstatus', '=', '1'], ['company', '=', company]] - if from_date: - filters.append(['posting_date', '>=', from_date]) + if date_range: + date_range = frappe.parse_json(date_range) + filters.append(['posting_date', '>=', 'between', [date_range[0], date_range[1]]]) return frappe.db.get_all('Sales Invoice', fields = ['customer as name', 'sum(outstanding_amount) as value'], filters = filters, @@ -68,18 +69,20 @@ def get_all_customers(from_date, company, field, limit = None): elif field == "total_qty_sold": select_field = "sum(so_item.stock_qty)" + date_condition = get_date_condition(date_range, 'so.transaction_date') + return frappe.db.sql(""" select so.customer as name, {0} as value FROM `tabSales Order` as so JOIN `tabSales Order Item` as so_item ON so.name = so_item.parent - where so.docstatus = 1 and so.transaction_date >= %s and so.company = %s + where so.docstatus = 1 {1} and so.company = %s group by so.customer order by value DESC limit %s - """.format(select_field), (from_date, company, cint(limit)), as_dict=1) #nosec + """.format(select_field, date_condition), (company, cint(limit)), as_dict=1) @frappe.whitelist() -def get_all_items(from_date, company, field, limit = None): +def get_all_items(date_range, company, field, limit = None): if field in ("available_stock_qty", "available_stock_value"): select_field = "sum(actual_qty)" if field=="available_stock_qty" else "sum(stock_value)" return frappe.db.get_all('Bin', @@ -102,23 +105,25 @@ def get_all_items(from_date, company, field, limit = None): select_field = "sum(order_item.stock_qty)" select_doctype = "Purchase Order" + date_condition = get_date_condition(date_range, 'sales_order.transaction_date') + return frappe.db.sql(""" select order_item.item_code as name, {0} as value from `tab{1}` sales_order join `tab{1} Item` as order_item on sales_order.name = order_item.parent where sales_order.docstatus = 1 - and sales_order.company = %s and sales_order.transaction_date >= %s + and sales_order.company = %s {2} group by order_item.item_code order by value desc limit %s - """.format(select_field, select_doctype), (company, from_date, cint(limit)), as_dict=1) #nosec + """.format(select_field, select_doctype, date_condition), (company, cint(limit)), as_dict=1) #nosec @frappe.whitelist() -def get_all_suppliers(from_date, company, field, limit = None): +def get_all_suppliers(date_range, company, field, limit = None): if field == "outstanding_amount": filters = [['docstatus', '=', '1'], ['company', '=', company]] - if from_date: - filters.append(['posting_date', '>=', from_date]) + if date_range: + filters.append(['posting_date', 'between' [date_range[0], date_range[1]]]) return frappe.db.get_all('Purchase Invoice', fields = ['supplier as name', 'sum(outstanding_amount) as value'], filters = filters, @@ -132,18 +137,22 @@ def get_all_suppliers(from_date, company, field, limit = None): elif field == "total_qty_purchased": select_field = "sum(purchase_order_item.stock_qty)" + date_condition = get_date_condition(date_range, 'purchase_order.modified') + return frappe.db.sql(""" select purchase_order.supplier as name, {0} as value FROM `tabPurchase Order` as purchase_order LEFT JOIN `tabPurchase Order Item` as purchase_order_item ON purchase_order.name = purchase_order_item.parent - where purchase_order.docstatus = 1 and purchase_order.modified >= %s + where + purchase_order.docstatus = 1 + {1} and purchase_order.company = %s group by purchase_order.supplier order by value DESC - limit %s""".format(select_field), (from_date, company, cint(limit)), as_dict=1) #nosec + limit %s""".format(select_field, date_condition), (company, cint(limit)), as_dict=1) #nosec @frappe.whitelist() -def get_all_sales_partner(from_date, company, field, limit = None): +def get_all_sales_partner(date_range, company, field, limit = None): if field == "total_sales_amount": select_field = "sum(`base_net_total`)" elif field == "total_commission": @@ -154,8 +163,9 @@ def get_all_sales_partner(from_date, company, field, limit = None): 'docstatus': 1, 'company': company } - if from_date: - filters['transaction_date'] = ['>=', from_date] + if date_range: + date_range = frappe.parse_json(date_range) + filters['transaction_date'] = ['between', [date_range[0], date_range[1]]] return frappe.get_list('Sales Order', fields=[ '`sales_partner` as name', @@ -163,15 +173,27 @@ def get_all_sales_partner(from_date, company, field, limit = None): ], filters=filters, group_by='sales_partner', order_by='value DESC', limit=limit) @frappe.whitelist() -def get_all_sales_person(from_date, company, field = None, limit = 0): +def get_all_sales_person(date_range, company, field = None, limit = 0): + date_condition = get_date_condition(date_range, 'sales_order.transaction_date') + return frappe.db.sql(""" select sales_team.sales_person as name, sum(sales_order.base_net_total) as value from `tabSales Order` as sales_order join `tabSales Team` as sales_team on sales_order.name = sales_team.parent and sales_team.parenttype = 'Sales Order' where sales_order.docstatus = 1 - and sales_order.transaction_date >= %s and sales_order.company = %s + {date_condition} group by sales_team.sales_person order by value DESC limit %s - """, (from_date, company, cint(limit)), as_dict=1) + """.format(date_condition=date_condition), (company, cint(limit)), as_dict=1) + +def get_date_condition(date_range, field): + date_condition = '' + if date_range: + date_range = frappe.parse_json(date_range) + from_date, to_date = date_range + date_condition = "and {0} between {1} and {2}".format( + field, frappe.db.escape(from_date), frappe.db.escape(to_date) + ) + return date_condition \ No newline at end of file diff --git a/erpnext/stock/dashboard_chart/delivery_trends/delivery_trends.json b/erpnext/stock/dashboard_chart/delivery_trends/delivery_trends.json new file mode 100644 index 0000000000..b3f6e35012 --- /dev/null +++ b/erpnext/stock/dashboard_chart/delivery_trends/delivery_trends.json @@ -0,0 +1,27 @@ +{ + "based_on": "posting_date", + "chart_name": "Delivery Trends", + "chart_type": "Sum", + "color": "#4d4da8", + "creation": "2020-07-20 21:01:04.255291", + "docstatus": 0, + "doctype": "Dashboard Chart", + "document_type": "Delivery Note", + "filters_json": "[[\"Delivery Note\",\"docstatus\",\"=\",1]]", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-22 13:03:24.937045", + "modified_by": "Administrator", + "module": "Stock", + "name": "Delivery Trends", + "number_of_groups": 0, + "owner": "Administrator", + "time_interval": "Monthly", + "timeseries": 1, + "timespan": "Last Year", + "type": "Bar", + "use_report_chart": 0, + "value_based_on": "base_net_total", + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/stock/dashboard_chart/item_shortage_summary/item_shortage_summary.json b/erpnext/stock/dashboard_chart/item_shortage_summary/item_shortage_summary.json new file mode 100644 index 0000000000..ce711247e7 --- /dev/null +++ b/erpnext/stock/dashboard_chart/item_shortage_summary/item_shortage_summary.json @@ -0,0 +1,23 @@ +{ + "chart_name": "Item Shortage Summary", + "chart_type": "Report", + "creation": "2020-07-20 21:01:04.383451", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\"}", + "filters_json": "{}", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-22 13:07:01.905334", + "modified_by": "Administrator", + "module": "Stock", + "name": "Item Shortage Summary", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Item Shortage Report", + "timeseries": 0, + "type": "Bar", + "use_report_chart": 1, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/stock/dashboard_chart/oldest_items/oldest_items.json b/erpnext/stock/dashboard_chart/oldest_items/oldest_items.json new file mode 100644 index 0000000000..9c10a5346b --- /dev/null +++ b/erpnext/stock/dashboard_chart/oldest_items/oldest_items.json @@ -0,0 +1,24 @@ +{ + "chart_name": "Oldest Items", + "chart_type": "Report", + "creation": "2020-07-20 21:01:04.336845", + "custom_options": "{\"colors\": [\"#5e64ff\"]}", + "docstatus": 0, + "doctype": "Dashboard Chart", + "dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\",\"to_date\":\"frappe.datetime.nowdate()\"}", + "filters_json": "{\"range1\":30,\"range2\":60,\"range3\":90,\"show_warehouse_wise_stock\":0}", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-29 14:50:26.846482", + "modified_by": "Administrator", + "module": "Stock", + "name": "Oldest Items", + "number_of_groups": 0, + "owner": "Administrator", + "report_name": "Stock Ageing", + "timeseries": 0, + "type": "Bar", + "use_report_chart": 1, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/stock/dashboard_chart/purchase_receipt_trends/purchase_receipt_trends.json b/erpnext/stock/dashboard_chart/purchase_receipt_trends/purchase_receipt_trends.json new file mode 100644 index 0000000000..584a6cc867 --- /dev/null +++ b/erpnext/stock/dashboard_chart/purchase_receipt_trends/purchase_receipt_trends.json @@ -0,0 +1,27 @@ +{ + "based_on": "posting_date", + "chart_name": "Purchase Receipt Trends", + "chart_type": "Sum", + "color": "#78d6ff", + "creation": "2020-07-20 21:01:04.205230", + "docstatus": 0, + "doctype": "Dashboard Chart", + "document_type": "Purchase Receipt", + "filters_json": "[[\"Purchase Receipt\",\"docstatus\",\"=\",1]]", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-22 13:05:25.923130", + "modified_by": "Administrator", + "module": "Stock", + "name": "Purchase Receipt Trends", + "number_of_groups": 0, + "owner": "Administrator", + "time_interval": "Monthly", + "timeseries": 1, + "timespan": "Last Year", + "type": "Bar", + "use_report_chart": 0, + "value_based_on": "base_net_total", + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/stock/dashboard_chart/warehouse_wise_stock_value/warehouse_wise_stock_value.json b/erpnext/stock/dashboard_chart/warehouse_wise_stock_value/warehouse_wise_stock_value.json new file mode 100644 index 0000000000..a07b55382c --- /dev/null +++ b/erpnext/stock/dashboard_chart/warehouse_wise_stock_value/warehouse_wise_stock_value.json @@ -0,0 +1,22 @@ +{ + "chart_name": "Warehouse wise Stock Value", + "chart_type": "Custom", + "creation": "2020-07-20 21:01:04.296157", + "docstatus": 0, + "doctype": "Dashboard Chart", + "filters_json": "{}", + "idx": 0, + "is_public": 1, + "is_standard": 1, + "modified": "2020-07-22 13:01:01.815123", + "modified_by": "Administrator", + "module": "Stock", + "name": "Warehouse wise Stock Value", + "number_of_groups": 0, + "owner": "Administrator", + "source": "Warehouse wise Stock Value", + "timeseries": 0, + "type": "Bar", + "use_report_chart": 0, + "y_axis": [] +} \ No newline at end of file diff --git a/erpnext/stock/dashboard_fixtures.py b/erpnext/stock/dashboard_fixtures.py deleted file mode 100644 index 7625b1ad28..0000000000 --- a/erpnext/stock/dashboard_fixtures.py +++ /dev/null @@ -1,170 +0,0 @@ -# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors -# License: GNU General Public License v3. See license.txt - -import frappe -import json -from frappe import _ -from frappe.utils import nowdate -from erpnext.accounts.dashboard_fixtures import _get_fiscal_year -from erpnext.buying.dashboard_fixtures import get_company_for_dashboards - -def get_data(): - fiscal_year = _get_fiscal_year(nowdate()) - - if not fiscal_year: - return frappe._dict() - - company = frappe.get_doc("Company", get_company_for_dashboards()) - fiscal_year_name = fiscal_year.get("name") - start_date = str(fiscal_year.get("year_start_date")) - end_date = str(fiscal_year.get("year_end_date")) - - return frappe._dict({ - "dashboards": get_dashboards(), - "charts": get_charts(company, fiscal_year_name, start_date, end_date), - "number_cards": get_number_cards(company, fiscal_year_name, start_date, end_date), - }) - -def get_dashboards(): - return [{ - "name": "Stock", - "dashboard_name": "Stock", - "charts": [ - { "chart": "Warehouse wise Stock Value", "width": "Full"}, - { "chart": "Purchase Receipt Trends", "width": "Half"}, - { "chart": "Delivery Trends", "width": "Half"}, - { "chart": "Oldest Items", "width": "Half"}, - { "chart": "Item Shortage Summary", "width": "Half"} - ], - "cards": [ - { "card": "Total Active Items"}, - { "card": "Total Warehouses"}, - { "card": "Total Stock Value"} - ] - }] - -def get_charts(company, fiscal_year_name, start_date, end_date): - return [ - { - "doctype": "Dashboard Chart", - "name": "Purchase Receipt Trends", - "time_interval": "Monthly", - "chart_name": _("Purchase Receipt Trends"), - "timespan": "Last Year", - "color": "#7b933d", - "value_based_on": "base_net_total", - "filters_json": json.dumps([["Purchase Receipt", "docstatus", "=", 1]]), - "chart_type": "Sum", - "timeseries": 1, - "based_on": "posting_date", - "owner": "Administrator", - "document_type": "Purchase Receipt", - "type": "Bar", - "width": "Half", - "is_public": 1 - }, - { - "doctype": "Dashboard Chart", - "name": "Delivery Trends", - "time_interval": "Monthly", - "chart_name": _("Delivery Trends"), - "timespan": "Last Year", - "color": "#7b933d", - "value_based_on": "base_net_total", - "filters_json": json.dumps([["Delivery Note", "docstatus", "=", 1]]), - "chart_type": "Sum", - "timeseries": 1, - "based_on": "posting_date", - "owner": "Administrator", - "document_type": "Delivery Note", - "type": "Bar", - "width": "Half", - "is_public": 1 - }, - { - "name": "Warehouse wise Stock Value", - "chart_name": _("Warehouse wise Stock Value"), - "chart_type": "Custom", - "doctype": "Dashboard Chart", - "filters_json": json.dumps({}), - "is_custom": 0, - "is_public": 1, - "owner": "Administrator", - "source": "Warehouse wise Stock Value", - "type": "Bar" - }, - { - "name": "Oldest Items", - "chart_name": _("Oldest Items"), - "chart_type": "Report", - "custom_options": json.dumps({ - "colors": ["#5e64ff"] - }), - "doctype": "Dashboard Chart", - "filters_json": json.dumps({ - "company": company.name, - "to_date": nowdate(), - "show_warehouse_wise_stock": 0 - }), - "is_custom": 1, - "is_public": 1, - "owner": "Administrator", - "report_name": "Stock Ageing", - "type": "Bar" - }, - { - "name": "Item Shortage Summary", - "chart_name": _("Item Shortage Summary"), - "chart_type": "Report", - "doctype": "Dashboard Chart", - "filters_json": json.dumps({ - "company": company.name - }), - "is_custom": 1, - "is_public": 1, - "owner": "Administrator", - "report_name": "Item Shortage Report", - "type": "Bar" - } - ] - -def get_number_cards(company, fiscal_year_name, start_date, end_date): - return [ - { - "name": "Total Active Items", - "label": _("Total Active Items"), - "function": "Count", - "doctype": "Number Card", - "document_type": "Item", - "filters_json": json.dumps([["Item", "disabled", "=", 0]]), - "is_public": 1, - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Monthly" - }, - { - "name": "Total Warehouses", - "label": _("Total Warehouses"), - "function": "Count", - "doctype": "Number Card", - "document_type": "Warehouse", - "filters_json": json.dumps([["Warehouse", "disabled", "=", 0]]), - "is_public": 1, - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Monthly" - }, - { - "name": "Total Stock Value", - "label": _("Total Stock Value"), - "function": "Sum", - "aggregate_function_based_on": "stock_value", - "doctype": "Number Card", - "document_type": "Bin", - "filters_json": json.dumps([]), - "is_public": 1, - "owner": "Administrator", - "show_percentage_stats": 1, - "stats_time_interval": "Daily" - } - ] \ No newline at end of file diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.json b/erpnext/stock/doctype/delivery_note/delivery_note.json index 84d2057f96..ea385c8b2a 100644 --- a/erpnext/stock/doctype/delivery_note/delivery_note.json +++ b/erpnext/stock/doctype/delivery_note/delivery_note.json @@ -175,7 +175,7 @@ "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", - "options": "MAT-DN-.YYYY.-", + "options": "MAT-DN-.YYYY.-\nMAT-DN-RET-.YYYY.-", "print_hide": 1, "reqd": 1, "set_only_once": 1 @@ -801,6 +801,7 @@ "fieldname": "base_in_words", "fieldtype": "Data", "label": "In Words (Company Currency)", + "length": 240, "oldfieldname": "in_words", "oldfieldtype": "Data", "print_hide": 1, @@ -851,6 +852,7 @@ "fieldname": "in_words", "fieldtype": "Data", "label": "In Words", + "length": 240, "oldfieldname": "in_words_export", "oldfieldtype": "Data", "print_hide": 1, @@ -1253,7 +1255,7 @@ "idx": 146, "is_submittable": 1, "links": [], - "modified": "2020-05-19 17:03:45.880106", + "modified": "2020-08-03 23:18:47.739997", "modified_by": "Administrator", "module": "Stock", "name": "Delivery Note", diff --git a/erpnext/stock/doctype/item/item.js b/erpnext/stock/doctype/item/item.js index 735f35f36f..38e5fe53a7 100644 --- a/erpnext/stock/doctype/item/item.js +++ b/erpnext/stock/doctype/item/item.js @@ -117,7 +117,7 @@ frappe.ui.form.on("Item", { const stock_exists = (frm.doc.__onload && frm.doc.__onload.stock_exists) ? 1 : 0; - ['is_stock_item', 'has_serial_no', 'has_batch_no'].forEach((fieldname) => { + ['is_stock_item', 'has_serial_no', 'has_batch_no', 'has_variants'].forEach((fieldname) => { frm.set_df_property(fieldname, 'read_only', stock_exists); }); diff --git a/erpnext/stock/doctype/item/item.json b/erpnext/stock/doctype/item/item.json index 963c87a0af..d07b3dc4fe 100644 --- a/erpnext/stock/doctype/item/item.json +++ b/erpnext/stock/doctype/item/item.json @@ -123,6 +123,7 @@ "weightage", "slideshow", "website_image", + "website_image_alt", "thumbnail", "cb72", "website_warehouse", @@ -473,6 +474,7 @@ }, { "default": "0", + "depends_on": "has_batch_no", "fieldname": "retain_sample", "fieldtype": "Check", "label": "Retain Sample" @@ -499,7 +501,7 @@ "oldfieldtype": "Select" }, { - "depends_on": "eval:doc.is_stock_item || doc.is_fixed_asset", + "depends_on": "has_serial_no", "description": "Example: ABCD.#####\nIf series is set and Serial No is not mentioned in transactions, then automatic serial number will be created based on this series. If you always want to explicitly mention Serial Nos for this item. leave this blank.", "fieldname": "serial_no_series", "fieldtype": "Data", @@ -1053,15 +1055,21 @@ "fieldtype": "Data", "label": "Default Manufacturer Part No", "read_only": 1 + }, + { + "fieldname": "website_image_alt", + "fieldtype": "Data", + "label": "Image Description" } ], "has_web_view": 1, "icon": "fa fa-tag", "idx": 2, "image_field": "image", + "index_web_pages_for_search": 1, "links": [], "max_attachments": 1, - "modified": "2020-06-30 12:01:07.534447", + "modified": "2020-08-07 14:24:58.384992", "modified_by": "Administrator", "module": "Stock", "name": "Item", @@ -1123,4 +1131,4 @@ "sort_order": "DESC", "title_field": "item_name", "track_changes": 1 -} \ No newline at end of file +} diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py index a75ee67ec4..d22fda85f4 100644 --- a/erpnext/stock/doctype/item/item.py +++ b/erpnext/stock/doctype/item/item.py @@ -13,7 +13,7 @@ from erpnext.controllers.item_variant import (ItemVariantExistsError, from erpnext.setup.doctype.item_group.item_group import (get_parent_item_groups, invalidate_cache_for) from frappe import _, msgprint from frappe.utils import (cint, cstr, flt, formatdate, get_timestamp, getdate, - now_datetime, random_string, strip) + now_datetime, random_string, strip, get_link_to_form, nowtime) from frappe.utils.html_utils import clean_html from frappe.website.doctype.website_slideshow.website_slideshow import \ get_slideshow @@ -111,6 +111,7 @@ class Item(WebsiteGenerator): self.synced_with_hub = 0 self.validate_has_variants() + self.validate_attributes_in_variants() self.validate_stock_exists_for_template_item() self.validate_attributes() self.validate_variant_attributes() @@ -194,7 +195,7 @@ class Item(WebsiteGenerator): if default_warehouse: stock_entry = make_stock_entry(item_code=self.name, target=default_warehouse, qty=self.opening_stock, - rate=self.valuation_rate, company=default.company) + rate=self.valuation_rate, company=default.company, posting_date=getdate(), posting_time=nowtime()) stock_entry.add_comment("Comment", _("Opening Stock")) @@ -343,7 +344,7 @@ class Item(WebsiteGenerator): if variant: context.variant = frappe.get_doc("Item", variant) - for fieldname in ("website_image", "web_long_description", "description", + for fieldname in ("website_image", "website_image_alt", "web_long_description", "description", "website_specifications"): if context.variant.get(fieldname): value = context.variant.get(fieldname) @@ -634,6 +635,9 @@ class Item(WebsiteGenerator): + ": \n" + ", ".join([self.meta.get_label(fld) for fld in field_list])) def after_rename(self, old_name, new_name, merge): + if merge: + self.validate_duplicate_item_in_stock_reconciliation(old_name, new_name) + if self.route: invalidate_cache_for_item(self) clear_cache(self.route) @@ -656,6 +660,27 @@ class Item(WebsiteGenerator): frappe.db.set_value(dt, d.name, "item_wise_tax_detail", json.dumps(item_wise_tax_detail), update_modified=False) + def validate_duplicate_item_in_stock_reconciliation(self, old_name, new_name): + records = frappe.db.sql(""" SELECT parent, COUNT(*) as records + FROM `tabStock Reconciliation Item` + WHERE item_code = %s and docstatus = 1 + GROUP By item_code, warehouse, parent + HAVING records > 1 + """, new_name, as_dict=1) + + if not records: return + document = _("Stock Reconciliation") if len(records) == 1 else _("Stock Reconciliations") + + msg = _("The items {0} and {1} are present in the following {2} :" + .format(frappe.bold(old_name), frappe.bold(new_name), document)) + + msg += ', '.join([get_link_to_form("Stock Reconciliation", d.parent) for d in records]) + "
" + + msg += _("Note: To merge the items, create a separate Stock Reconciliation for the old item {0}" + .format(frappe.bold(old_name))) + + frappe.throw(_(msg), title=_("Merge not allowed")) + def set_last_purchase_rate(self, new_name): last_purchase_rate = get_last_purchase_details(new_name).get("base_net_rate", 0) frappe.db.set_value("Item", new_name, "last_purchase_rate", last_purchase_rate) @@ -782,6 +807,77 @@ class Item(WebsiteGenerator): if frappe.db.exists("Item", {"variant_of": self.name}): frappe.throw(_("Item has variants.")) + def validate_attributes_in_variants(self): + if not self.has_variants or self.get("__islocal"): + return + + old_doc = self.get_doc_before_save() + old_doc_attributes = set([attr.attribute for attr in old_doc.attributes]) + own_attributes = [attr.attribute for attr in self.attributes] + + # Check if old attributes were removed from the list + # Is old_attrs is a subset of new ones + # that means we need not check any changes + if old_doc_attributes.issubset(set(own_attributes)): + return + + from collections import defaultdict + + # get all item variants + items = [item["name"] for item in frappe.get_all("Item", {"variant_of": self.name})] + + # get all deleted attributes + deleted_attribute = list(old_doc_attributes.difference(set(own_attributes))) + + # fetch all attributes of these items + item_attributes = frappe.get_all( + "Item Variant Attribute", + filters={ + "parent": ["in", items], + "attribute": ["in", deleted_attribute] + }, + fields=["attribute", "parent"] + ) + not_included = defaultdict(list) + + for attr in item_attributes: + if attr["attribute"] not in own_attributes: + not_included[attr["parent"]].append(attr["attribute"]) + + if not len(not_included): + return + + def body(docnames): + docnames.sort() + return "
".join(docnames) + + def table_row(title, body): + return """
{0}
+
| {1} | +{2} | + + {3} +
' +
- '
' +
- 'Time to Respond: '+ time_to_respond.diff_display +' ' +
+ '
{% endif %}
+{% endblock %}
-{% endblock %}
\ No newline at end of file
+{%- block script -%}
+
+{%- endblock -%}
+
+{%- block style -%}
+
+{%- endblock -%}
diff --git a/yarn.lock b/yarn.lock
index c5509d6e1a..b19f566fd0 100644
--- a/yarn.lock
+++ b/yarn.lock
@@ -1084,9 +1084,9 @@ lodash.set@^4.3.2:
integrity sha1-2HV7HagH3eJIFrDWqEvqGnYjCyM=
lodash@^4.17.11, lodash@^4.17.12, lodash@^4.17.13, lodash@^4.17.14, lodash@^4.17.15, lodash@^4.7.14:
- version "4.17.15"
- resolved "https://registry.yarnpkg.com/lodash/-/lodash-4.17.15.tgz#b447f6670a0455bbfeedd11392eff330ea097548"
- integrity sha512-8xOcRHvCjnocdS5cpwXQXVzmmh5e5+saE2QGoeQmbKmRS6J3VQppPOIt0MnmE+4xlZoumy0GPG0D0MVIQbNA1A==
+ version "4.17.19"
+ resolved "https://registry.yarnpkg.com/lodash/-/lodash-4.17.19.tgz#e48ddedbe30b3321783c5b4301fbd353bc1e4a4b"
+ integrity sha512-JNvd8XER9GQX0v2qJgsaN/mzFCNA5BRe/j8JN9d+tWyGLSodKQHKFicdwNYzWwI3wjRnaKPsGj1XkBjx/F96DQ==
lowercase-keys@^1.0.0:
version "1.0.1"
' +
+ 'Time to Respond: '+ time_to_respond.diff_display +' ' +
'
' +
- '' +
- 'Time to Resolve: '+ time_to_resolve.diff_display +' ' +
+ '
'
);
diff --git a/erpnext/templates/generators/item/item_configure.html b/erpnext/templates/generators/item/item_configure.html
index 04f89eca9d..b8b0d98bdc 100644
--- a/erpnext/templates/generators/item/item_configure.html
+++ b/erpnext/templates/generators/item/item_configure.html
@@ -2,7 +2,7 @@
{% set cart_settings = shopping_cart.cart_settings %}
' +
+ 'Time to Resolve: '+ time_to_resolve.diff_display +' ' +
'
' +
'
- {% if cart_settings.show_configure_button | int %}
+ {% if cart_settings.enable_variants | int %}
@@ -54,5 +81,21 @@