Merge branch 'develop' into account-add-rename

README.md

@@ -16,7 +16,7 @@
 ERPNext as a monolith includes the following areas for managing businesses:
 
 1. [Accounting](https://erpnext.com/open-source-accounting)
-1. [Inventory](https://erpnext.com/distribution/inventory-management-system)
+1. [Warehouse Management](https://erpnext.com/distribution/warehouse-management-system)
 1. [CRM](https://erpnext.com/open-source-crm)
 1. [Sales](https://erpnext.com/open-source-sales-purchase)
 1. [Purchase](https://erpnext.com/open-source-sales-purchase)

erpnext/accounts/desk_page/accounting/accounting.json

@@ -98,7 +98,7 @@
  "idx": 0,
  "is_standard": 1,
  "label": "Accounting",
- "modified": "2020-06-19 12:42:44.054598",
+ "modified": "2020-09-09 11:45:33.766400",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounting",
@@ -147,15 +147,10 @@
    "link_to": "Trial Balance",
    "type": "Report"
   },
-  {
-   "label": "Point of Sale",
-   "link_to": "point-of-sale",
-   "type": "Page"
-  },
   {
    "label": "Dashboard",
    "link_to": "Accounts",
    "type": "Dashboard"
   }
  ]
-}
+}

erpnext/accounts/doctype/bank_statement_transaction_entry/bank_statement_transaction_entry.py

@@ -55,7 +55,7 @@ class BankStatementTransactionEntry(Document):
 
 	def populate_payment_entries(self):
 		if self.bank_statement is None: return
-		filename = self.bank_statement.split("/")[-1]
+		file_url = self.bank_statement
 		if (len(self.new_transaction_items + self.reconciled_transaction_items) > 0):
 			frappe.throw(_("Transactions already retreived from the statement"))
 
@@ -65,7 +65,7 @@ class BankStatementTransactionEntry(Document):
 		if self.bank_settings:
 			mapped_items = frappe.get_doc("Bank Statement Settings", self.bank_settings).mapped_items
 		statement_headers = self.get_statement_headers()
-		transactions = get_transaction_entries(filename, statement_headers)
+		transactions = get_transaction_entries(file_url, statement_headers)
 		for entry in transactions:
 			date = entry[statement_headers["Date"]].strip()
 			#print("Processing entry DESC:{0}-W:{1}-D:{2}-DT:{3}".format(entry["Particulars"], entry["Withdrawals"], entry["Deposits"], entry["Date"]))
@@ -398,20 +398,21 @@ def get_transaction_info(headers, header_index, row):
 			transaction[header] = ""
 	return transaction
 
-def get_transaction_entries(filename, headers):
+def get_transaction_entries(file_url, headers):
 	header_index = {}
 	rows, transactions = [], []
 
-	if (filename.lower().endswith("xlsx")):
+	if (file_url.lower().endswith("xlsx")):
 		from frappe.utils.xlsxutils import read_xlsx_file_from_attached_file
-		rows = read_xlsx_file_from_attached_file(file_id=filename)
+		rows = read_xlsx_file_from_attached_file(file_url=file_url)
-	elif (filename.lower().endswith("csv")):
+	elif (file_url.lower().endswith("csv")):
 		from frappe.utils.csvutils import read_csv_content
-		_file = frappe.get_doc("File", {"file_name": filename})
+		_file = frappe.get_doc("File", {"file_url": file_url})
 		filepath = _file.get_full_path()
 		with open(filepath,'rb') as csvfile:
 			rows = read_csv_content(csvfile.read())
-	elif (filename.lower().endswith("xls")):
+	elif (file_url.lower().endswith("xls")):
+		filename = file_url.split("/")[-1]
 		rows = get_rows_from_xls_file(filename)
 	else:
 		frappe.throw(_("Only .csv and .xlsx files are supported currently"))

erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py

@@ -91,15 +91,11 @@ class TestBankTransaction(unittest.TestCase):
 		self.assertEqual(frappe.db.get_value("Bank Transaction", bank_transaction.name, "unallocated_amount"), 0)
 		self.assertTrue(frappe.db.get_value("Sales Invoice Payment", dict(parent=payment.name), "clearance_date") is not None)
 
-def add_transactions():
+def create_bank_account(bank_name="Citi Bank", account_name="_Test Bank - _TC"):
-	if frappe.flags.test_bank_transactions_created:
-		return
-
-	frappe.set_user("Administrator")
 	try:
 		frappe.get_doc({
 			"doctype": "Bank",
-			"bank_name":"Citi Bank",
+			"bank_name":bank_name,
 		}).insert()
 	except frappe.DuplicateEntryError:
 		pass
@@ -108,12 +104,19 @@ def add_transactions():
 		frappe.get_doc({
 			"doctype": "Bank Account",
 			"account_name":"Checking Account",
-			"bank": "Citi Bank",
+			"bank": bank_name,
-			"account": "_Test Bank - _TC"
+			"account": account_name
 		}).insert()
 	except frappe.DuplicateEntryError:
 		pass
 
+def add_transactions():
+	if frappe.flags.test_bank_transactions_created:
+		return
+
+	frappe.set_user("Administrator")
+	create_bank_account()
+
 	doc = frappe.get_doc({
 		"doctype": "Bank Transaction",
 		"description":"1512567 BG/000002918 OPSKATTUZWXXX AT776000000098709837 Herr G",

erpnext/accounts/doctype/item_tax_template/item_tax_template.json

@@ -38,8 +38,8 @@
    "reqd": 1
   }
  ],
- "modified": "2020-06-18 20:27:42.615842",
+ "modified": "2020-09-18 17:26:09.703215",
- "modified_by": "ahmad@havenir.com",
+ "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Item Tax Template",
  "owner": "Administrator",

erpnext/accounts/doctype/journal_entry/journal_entry.js

@@ -638,20 +638,12 @@ $.extend(erpnext.journal_entry, {
 		return { filters: filters };
 	},
 
-	reverse_journal_entry: function(frm) {
+	reverse_journal_entry: function() {
-		var me = frm.doc;
+		frappe.model.open_mapped_doc({
-		for(var i=0; i<me.accounts.length; i++) {
+			method: "erpnext.accounts.doctype.journal_entry.journal_entry.make_reverse_journal_entry",
-			me.accounts[i].credit += me.accounts[i].debit;
+			frm: cur_frm
-			me.accounts[i].debit = me.accounts[i].credit - me.accounts[i].debit;
+		})
-			me.accounts[i].credit -= me.accounts[i].debit;
+	},
-			me.accounts[i].credit_in_account_currency = me.accounts[i].credit;
-			me.accounts[i].debit_in_account_currency = me.accounts[i].debit;
-			me.accounts[i].reference_type = "Journal Entry";
-			me.accounts[i].reference_name = me.name
-		}
-		frm.copy_doc();
-		cur_frm.reload_doc();
-	}
 });
 
 $.extend(erpnext.journal_entry, {

erpnext/accounts/doctype/journal_entry/journal_entry.py

@@ -1021,3 +1021,34 @@ def make_inter_company_journal_entry(name, voucher_type, company):
 	journal_entry.posting_date = nowdate()
 	journal_entry.inter_company_journal_entry_reference = name
 	return journal_entry.as_dict()
+
+@frappe.whitelist()
+def make_reverse_journal_entry(source_name, target_doc=None):
+	from frappe.model.mapper import get_mapped_doc
+
+	def update_accounts(source, target, source_parent):
+		target.reference_type = "Journal Entry"
+		target.reference_name = source_parent.name
+
+	doclist = get_mapped_doc("Journal Entry", source_name, {
+		"Journal Entry": {
+			"doctype": "Journal Entry",
+			"validation": {
+				"docstatus": ["=", 1]
+			}
+		},
+		"Journal Entry Account": {
+			"doctype": "Journal Entry Account",
+			"field_map": {
+				"account_currency": "account_currency",
+				"exchange_rate": "exchange_rate",
+				"debit_in_account_currency": "credit_in_account_currency",
+				"debit": "credit",
+				"credit_in_account_currency": "debit_in_account_currency",
+				"credit": "debit",
+			},
+			"postprocess": update_accounts,
+		},
+	}, target_doc)
+
+	return doclist

erpnext/accounts/doctype/journal_entry/test_journal_entry.py

@@ -167,6 +167,49 @@ class TestJournalEntry(unittest.TestCase):
 
 		self.assertFalse(gle)
 
+	def test_reverse_journal_entry(self):
+		from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry 
+		jv = make_journal_entry("_Test Bank USD - _TC",
+			"Sales - _TC", 100, exchange_rate=50, save=False)
+
+		jv.get("accounts")[1].credit_in_account_currency = 5000
+		jv.get("accounts")[1].exchange_rate = 1
+		jv.submit()
+
+		rjv = make_reverse_journal_entry(jv.name)
+		rjv.posting_date = nowdate()
+		rjv.submit()
+
+
+		gl_entries = frappe.db.sql("""select account, account_currency, debit, credit,
+			debit_in_account_currency, credit_in_account_currency
+			from `tabGL Entry` where voucher_type='Journal Entry' and voucher_no=%s
+			order by account asc""", rjv.name, as_dict=1)
+
+		self.assertTrue(gl_entries)
+
+
+		expected_values = {
+			"_Test Bank USD - _TC": {
+				"account_currency": "USD",
+				"debit": 0,
+				"debit_in_account_currency": 0,
+				"credit": 5000,
+				"credit_in_account_currency": 100,
+			},
+			"Sales - _TC": {
+				"account_currency": "INR",
+				"debit": 5000,
+				"debit_in_account_currency": 5000,
+				"credit": 0,
+				"credit_in_account_currency": 0,
+			}
+		}
+
+		for field in ("account_currency", "debit", "debit_in_account_currency", "credit", "credit_in_account_currency"):
+			for i, gle in enumerate(gl_entries):
+				self.assertEqual(expected_values[gle.account][field], gle[field])
+
 	def test_disallow_change_in_account_currency_for_a_party(self):
 		# create jv in USD
 		jv = make_journal_entry("_Test Bank USD - _TC",

erpnext/accounts/doctype/mode_of_payment/mode_of_payment.json

@@ -45,11 +45,11 @@
  ],
  "icon": "fa fa-credit-card",
  "idx": 1,
- "modified": "2019-08-14 14:58:42.079115",
+ "modified": "2020-09-18 17:26:09.703215",
- "modified_by": "sammish.thundiyil@gmail.com",
+ "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Mode of Payment",
- "owner": "harshada@webnotestech.com",
+ "owner": "Administrator",
  "permissions": [
   {
    "create": 1,

erpnext/accounts/doctype/payment_entry/payment_entry.js

@@ -12,9 +12,10 @@ frappe.ui.form.on('Payment Entry', {
 
 	setup: function(frm) {
 		frm.set_query("paid_from", function() {
+			frm.events.validate_company(frm);
+
 			var account_types = in_list(["Pay", "Internal Transfer"], frm.doc.payment_type) ?
 				["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
-
 			return {
 				filters: {
 					"account_type": ["in", account_types],
@@ -23,13 +24,16 @@ frappe.ui.form.on('Payment Entry', {
 				}
 			}
 		});
+
 		frm.set_query("party_type", function() {
+			frm.events.validate_company(frm);
 			return{
 				filters: {
 					"name": ["in", Object.keys(frappe.boot.party_account_types)],
 				}
 			}
 		});
+
 		frm.set_query("party_bank_account", function() {
 			return {
 				filters: {
@@ -39,6 +43,7 @@ frappe.ui.form.on('Payment Entry', {
 				}
 			}
 		});
+
 		frm.set_query("bank_account", function() {
 			return {
 				filters: {
@@ -47,6 +52,7 @@ frappe.ui.form.on('Payment Entry', {
 				}
 			}
 		});
+
 		frm.set_query("contact_person", function() {
 			if (frm.doc.party) {
 				return {
@@ -58,10 +64,12 @@ frappe.ui.form.on('Payment Entry', {
 				};
 			}
 		});
+
 		frm.set_query("paid_to", function() {
+			frm.events.validate_company(frm);
+
 			var account_types = in_list(["Receive", "Internal Transfer"], frm.doc.payment_type) ?
 				["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
-
 			return {
 				filters: {
 					"account_type": ["in", account_types],
@@ -150,6 +158,12 @@ frappe.ui.form.on('Payment Entry', {
 		frm.events.show_general_ledger(frm);
 	},
 
+	validate_company: (frm) => {
+		if (!frm.doc.company){
+			frappe.throw({message:__("Please select a Company first."), title: __("Mandatory")});
+		}
+	},
+
 	company: function(frm) {
 		frm.events.hide_unhide_fields(frm);
 		frm.events.set_dynamic_labels(frm);

erpnext/accounts/doctype/payment_entry/payment_entry.json

@@ -1,4 +1,5 @@
 {
+ "actions": [],
  "allow_import": 1,
  "autoname": "naming_series:",
  "creation": "2016-06-01 14:38:51.012597",
@@ -63,6 +64,7 @@
   "cost_center",
   "section_break_12",
   "status",
+  "custom_remarks",
   "remarks",
   "column_break_16",
   "letter_head",
@@ -462,7 +464,8 @@
    "fieldname": "remarks",
    "fieldtype": "Small Text",
    "label": "Remarks",
-   "no_copy": 1
+   "no_copy": 1,
+   "read_only_depends_on": "eval:doc.custom_remarks == 0"
   },
   {
    "fieldname": "column_break_16",
@@ -573,10 +576,18 @@
    "label": "Status",
    "options": "\nDraft\nSubmitted\nCancelled",
    "read_only": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "custom_remarks",
+   "fieldtype": "Check",
+   "label": "Custom Remarks"
   }
  ],
+ "index_web_pages_for_search": 1,
  "is_submittable": 1,
- "modified": "2019-12-08 13:02:30.016610",
+ "links": [],
+ "modified": "2020-09-02 13:39:43.383705",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Entry",

erpnext/accounts/doctype/payment_entry/payment_entry.py

@@ -453,7 +453,7 @@ class PaymentEntry(AccountsController):
 				frappe.throw(_("Reference No and Reference Date is mandatory for Bank transaction"))
 
 	def set_remarks(self):
-		if self.remarks: return
+		if self.custom_remarks: return
 
 		if self.payment_type=="Internal Transfer":
 			remarks = [_("Amount {0} {1} transferred from {2} to {3}")
@@ -1172,30 +1172,23 @@ def make_payment_order(source_name, target_doc=None):
 	from frappe.model.mapper import get_mapped_doc
 	def set_missing_values(source, target):
 		target.payment_order_type = "Payment Entry"
+		target.append('references', dict(
+			reference_doctype="Payment Entry",
+			reference_name=source.name,
+			bank_account=source.party_bank_account,
+			amount=source.paid_amount,
+			account=source.paid_to,
+			supplier=source.party,
+			mode_of_payment=source.mode_of_payment,
+		))
 
-	def update_item(source_doc, target_doc, source_parent):
+	doclist = get_mapped_doc("Payment Entry", source_name, {
-		target_doc.bank_account = source_parent.party_bank_account
-		target_doc.amount = source_doc.allocated_amount
-		target_doc.account = source_parent.paid_to
-		target_doc.payment_entry = source_parent.name
-		target_doc.supplier = source_parent.party
-		target_doc.mode_of_payment = source_parent.mode_of_payment
-
-
-	doclist = get_mapped_doc("Payment Entry", source_name,	{
 		"Payment Entry": {
 			"doctype": "Payment Order",
-			"validation": {
-				"docstatus": ["=", 1]
-			}
-		},
-		"Payment Entry Reference": {
-			"doctype": "Payment Order Reference",
 			"validation": {
 				"docstatus": ["=", 1]
 			},
-			"postprocess": update_item
+		}
-		},
 
 	}, target_doc, set_missing_values)
 

erpnext/accounts/doctype/payment_order/payment_order.py

@@ -21,10 +21,15 @@ class PaymentOrder(Document):
 		if cancel:
 			status = 'Initiated'
 
-		ref_field = "status" if self.payment_order_type == "Payment Request" else "payment_order_status"
+		if self.payment_order_type == "Payment Request":
+			ref_field = "status"
+			ref_doc_field = frappe.scrub(self.payment_order_type)
+		else:
+			ref_field = "payment_order_status"
+			ref_doc_field = "reference_name"
 
 		for d in self.references:
-			frappe.db.set_value(self.payment_order_type, d.get(frappe.scrub(self.payment_order_type)), ref_field, status)
+			frappe.db.set_value(self.payment_order_type, d.get(ref_doc_field), ref_field, status)
 
 @frappe.whitelist()
 @frappe.validate_and_sanitize_search_inputs

erpnext/accounts/doctype/payment_order/test_payment_order.py

@@ -5,6 +5,45 @@ from __future__ import unicode_literals
 
 import frappe
 import unittest
+from frappe.utils import getdate
+from erpnext.accounts.doctype.bank_transaction.test_bank_transaction import create_bank_account
+from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry, make_payment_order
+from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
 
 class TestPaymentOrder(unittest.TestCase):
-	pass
+	def setUp(self):
+		create_bank_account()
+
+	def tearDown(self):
+		for bt in frappe.get_all("Payment Order"):
+			doc = frappe.get_doc("Payment Order", bt.name)
+			doc.cancel()
+			doc.delete()
+
+	def test_payment_order_creation_against_payment_entry(self):
+		purchase_invoice = make_purchase_invoice()
+		payment_entry = get_payment_entry("Purchase Invoice", purchase_invoice.name, bank_account="_Test Bank - _TC")
+		payment_entry.reference_no = "_Test_Payment_Order"
+		payment_entry.reference_date = getdate()
+		payment_entry.party_bank_account = "Checking Account - Citi Bank"
+		payment_entry.insert()
+		payment_entry.submit()
+
+		doc = create_payment_order_against_payment_entry(payment_entry, "Payment Entry")
+		reference_doc = doc.get("references")[0]
+		self.assertEquals(reference_doc.reference_name, payment_entry.name)
+		self.assertEquals(reference_doc.reference_doctype, "Payment Entry")
+		self.assertEquals(reference_doc.supplier, "_Test Supplier")
+		self.assertEquals(reference_doc.amount, 250)
+
+def create_payment_order_against_payment_entry(ref_doc, order_type):
+	payment_order = frappe.get_doc(dict(
+		doctype="Payment Order",
+		company="_Test Company",
+		payment_order_type=order_type,
+		company_bank_account="Checking Account - Citi Bank"
+	))
+	doc = make_payment_order(ref_doc.name, payment_order)
+	doc.save()
+	doc.submit()
+	return doc

erpnext/accounts/doctype/payment_order_reference/payment_order_reference.json

@@ -1,4 +1,5 @@
 {
+ "actions": [],
  "creation": "2018-07-20 16:38:06.630813",
  "doctype": "DocType",
  "editable_grid": 1,
@@ -10,7 +11,6 @@
   "column_break_4",
   "supplier",
   "payment_request",
-  "payment_entry",
   "mode_of_payment",
   "bank_account_details",
   "bank_account",
@@ -103,17 +103,12 @@
    "no_copy": 1,
    "print_hide": 1,
    "read_only": 1
-  },
-  {
-   "fieldname": "payment_entry",
-   "fieldtype": "Link",
-   "label": "Payment Entry",
-   "options": "Payment Entry",
-   "read_only": 1
   }
  ],
+ "index_web_pages_for_search": 1,
  "istable": 1,
- "modified": "2019-05-08 13:56:25.724557",
+ "links": [],
+ "modified": "2020-09-04 08:29:51.014390",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Payment Order Reference",

erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.json

@@ -291,11 +291,11 @@
  "issingle": 0, 
  "istable": 0, 
  "max_attachments": 0, 
- "modified": "2018-08-21 16:15:49.089450", 
+ "modified": "2020-09-18 17:26:09.703215", 
  "modified_by": "Administrator", 
  "module": "Accounts", 
  "name": "Period Closing Voucher", 
- "owner": "jai@webnotestech.com", 
+ "owner": "Administrator", 
  "permissions": [
   {
    "amend": 1, 

erpnext/accounts/doctype/pos_closing_entry/pos_closing_entry.js

@@ -55,14 +55,48 @@ frappe.ui.form.on('POS Closing Entry', {
 			},
 			callback: (r) => {
 				let pos_docs = r.message;
-				set_form_data(pos_docs, frm)
+				set_form_data(pos_docs, frm);
-				refresh_fields(frm)
+				refresh_fields(frm);
-				set_html_data(frm)
+				set_html_data(frm);
 			}
 		})
 	}
 });
 
+cur_frm.cscript.before_pos_transactions_remove = function(doc, cdt, cdn) {
+	const removed_row = locals[cdt][cdn];
+
+	if (!removed_row.pos_invoice) return;
+
+	frappe.db.get_doc("POS Invoice", removed_row.pos_invoice).then(doc => {
+		cur_frm.doc.grand_total -= flt(doc.grand_total);
+		cur_frm.doc.net_total -= flt(doc.net_total);
+		cur_frm.doc.total_quantity -= flt(doc.total_qty);
+		refresh_payments(doc, cur_frm, 1);
+		refresh_taxes(doc, cur_frm, 1);
+		refresh_fields(cur_frm);
+		set_html_data(cur_frm);
+	});
+}
+
+frappe.ui.form.on('POS Invoice Reference', {
+	pos_invoice(frm, cdt, cdn) {
+		const added_row = locals[cdt][cdn];
+
+		if (!added_row.pos_invoice) return;
+
+		frappe.db.get_doc("POS Invoice", added_row.pos_invoice).then(doc => {
+			frm.doc.grand_total += flt(doc.grand_total);
+			frm.doc.net_total += flt(doc.net_total);
+			frm.doc.total_quantity += flt(doc.total_qty);
+			refresh_payments(doc, frm);
+			refresh_taxes(doc, frm);
+			refresh_fields(frm);
+			set_html_data(frm);
+		});
+	}
+})
+
 frappe.ui.form.on('POS Closing Entry Detail', {
 	closing_amount: (frm, cdt, cdn) => {
 		const row = locals[cdt][cdn];
@@ -76,8 +110,8 @@ function set_form_data(data, frm) {
 		frm.doc.grand_total += flt(d.grand_total);
 		frm.doc.net_total += flt(d.net_total);
 		frm.doc.total_quantity += flt(d.total_qty);
-		add_to_payments(d, frm);
+		refresh_payments(d, frm);
-		add_to_taxes(d, frm);
+		refresh_taxes(d, frm);
 	});
 }
 
@@ -90,11 +124,12 @@ function add_to_pos_transaction(d, frm) {
 	})
 }
 
-function add_to_payments(d, frm) {
+function refresh_payments(d, frm, remove) {
 	d.payments.forEach(p => {
 		const payment = frm.doc.payment_reconciliation.find(pay => pay.mode_of_payment === p.mode_of_payment);
 		if (payment) {
-			payment.expected_amount += flt(p.amount);
+			if (!remove) payment.expected_amount += flt(p.amount);
+			else payment.expected_amount -= flt(p.amount);
 		} else {
 			frm.add_child("payment_reconciliation", {
 				mode_of_payment: p.mode_of_payment,
@@ -105,11 +140,12 @@ function add_to_payments(d, frm) {
 	})
 }
 
-function add_to_taxes(d, frm) {
+function refresh_taxes(d, frm, remove) {
 	d.taxes.forEach(t => {
 		const tax = frm.doc.taxes.find(tx => tx.account_head === t.account_head && tx.rate === t.rate);
 		if (tax) {
-			tax.amount += flt(t.tax_amount); 
+			if (!remove) tax.amount += flt(t.tax_amount);
+			else tax.amount -= flt(t.tax_amount);
 		} else {
 			frm.add_child("taxes", {
 				account_head: t.account_head,

erpnext/accounts/doctype/pos_invoice/pos_invoice.json

@@ -279,7 +279,8 @@
    "fieldtype": "Check",
    "label": "Is Return (Credit Note)",
    "no_copy": 1,
-   "print_hide": 1
+   "print_hide": 1,
+   "set_only_once": 1
   },
   {
    "fieldname": "column_break1",
@@ -1578,9 +1579,10 @@
   }
  ],
  "icon": "fa fa-file-text",
+ "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-05-29 15:08:39.337385",
+ "modified": "2020-09-07 12:43:09.138720",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "POS Invoice",

erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py

@@ -182,8 +182,9 @@ class TestPOSInvoice(unittest.TestCase):
 	def test_pos_returns_with_repayment(self):
 		pos = create_pos_invoice(qty = 10, do_not_save=True)
 
+		pos.set('payments', [])
 		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.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 500, 'default': 1})
 		pos.insert()
 		pos.submit()
 
@@ -200,8 +201,9 @@ class TestPOSInvoice(unittest.TestCase):
 			income_account = "Sales - _TC", expense_account = "Cost of Goods Sold - _TC", rate=105,
 			cost_center = "Main - _TC", do_not_save=True)
 
+		pos.set('payments', [])
 		pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 50})
-		pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 60})
+		pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 60, 'default': 1})
 
 		pos.insert()
 		pos.submit()

erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.py

@@ -24,11 +24,20 @@ class POSInvoiceMergeLog(Document):
 
 	def validate_pos_invoice_status(self):
 		for d in self.pos_invoices:
-			status, docstatus = frappe.db.get_value('POS Invoice', d.pos_invoice, ['status', 'docstatus'])
+			status, docstatus, is_return, return_against = frappe.db.get_value(
+				'POS Invoice', d.pos_invoice, ['status', 'docstatus', 'is_return', 'return_against'])
+
 			if docstatus != 1:
 				frappe.throw(_("Row #{}: POS Invoice {} is not submitted yet").format(d.idx, d.pos_invoice))
-			if status in ['Consolidated']:
+			if status == "Consolidated":
 				frappe.throw(_("Row #{}: POS Invoice {} has been {}").format(d.idx, d.pos_invoice, status))
+			if is_return and return_against not in [d.pos_invoice for d in self.pos_invoices] and status != "Consolidated":
+				# if return entry is not getting merged in the current pos closing and if it is not consolidated
+				frappe.throw(
+					_("Row #{}: Return Invoice {} cannot be made against unconsolidated invoice. \
+					You can add original invoice {} manually to proceed.")
+					.format(d.idx, frappe.bold(d.pos_invoice), frappe.bold(return_against))
+				)
 
 	def on_submit(self):
 		pos_invoice_docs = [frappe.get_doc("POS Invoice", d.pos_invoice) for d in self.pos_invoices]
@@ -36,12 +45,12 @@ class POSInvoiceMergeLog(Document):
 		returns = [d for d in pos_invoice_docs if d.get('is_return') == 1]
 		sales = [d for d in pos_invoice_docs if d.get('is_return') == 0]
 
-		sales_invoice = self.process_merging_into_sales_invoice(sales)
+		sales_invoice, credit_note = "", ""
+		if sales:
+			sales_invoice = self.process_merging_into_sales_invoice(sales)
 		
-		if len(returns):
+		if returns:
 			credit_note = self.process_merging_into_credit_note(returns)
-		else:
-			credit_note = ""
 
 		self.save() # save consolidated_sales_invoice & consolidated_credit_note ref in merge log
 

erpnext/accounts/doctype/pos_opening_entry/pos_opening_entry.py

@@ -5,13 +5,14 @@
 from __future__ import unicode_literals
 import frappe
 from frappe import _
-from frappe.utils import cint
+from frappe.utils import cint, get_link_to_form
 from frappe.model.document import Document
 from erpnext.controllers.status_updater import StatusUpdater
 
 class POSOpeningEntry(StatusUpdater):
 	def validate(self):
 		self.validate_pos_profile_and_cashier()
+		self.validate_payment_method_account()
 		self.set_status()
 
 	def validate_pos_profile_and_cashier(self):
@@ -20,6 +21,14 @@ class POSOpeningEntry(StatusUpdater):
 
 		if not cint(frappe.db.get_value("User", self.user, "enabled")):
 			frappe.throw(_("User {} has been disabled. Please select valid user/cashier".format(self.user)))
+	
+	def validate_payment_method_account(self):
+		for d in self.balance_details:
+			account = frappe.db.get_value("Mode of Payment Account", 
+				{"parent": d.mode_of_payment, "company": self.company}, "default_account")
+			if not account:
+				frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
+					.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
 
 	def on_submit(self):
 		self.set_status(update=True)

erpnext/accounts/doctype/pos_profile/pos_profile.py

@@ -4,7 +4,7 @@
 from __future__ import unicode_literals
 import frappe
 from frappe import msgprint, _
-from frappe.utils import cint, now
+from frappe.utils import cint, now, get_link_to_form
 from six import iteritems
 from frappe.model.document import Document
 
@@ -13,7 +13,7 @@ class POSProfile(Document):
 		self.validate_default_profile()
 		self.validate_all_link_fields()
 		self.validate_duplicate_groups()
-		self.check_default_payment()
+		self.validate_payment_methods()
 
 	def validate_default_profile(self):
 		for row in self.applicable_for_users:
@@ -52,14 +52,23 @@ class POSProfile(Document):
 		if len(customer_groups) != len(set(customer_groups)):
 			frappe.throw(_("Duplicate customer group found in the cutomer group table"), title = "Duplicate Customer Group")
 
-	def check_default_payment(self):
+	def validate_payment_methods(self):
-		if self.payments:
+		if not self.payments:
-			default_mode_of_payment = [d.default for d in self.payments if d.default]
+			frappe.throw(_("Payment methods are mandatory. Please add at least one payment method."))
-			if not default_mode_of_payment:
-				frappe.throw(_("Set default mode of payment"))
 
-			if len(default_mode_of_payment) > 1:
+		default_mode_of_payment = [d.default for d in self.payments if d.default]
-				frappe.throw(_("Multiple default mode of payment is not allowed"))
+		if not default_mode_of_payment:
+			frappe.throw(_("Please select a default mode of payment"))
+
+		if len(default_mode_of_payment) > 1:
+			frappe.throw(_("You can only select one mode of payment as default"))
+		
+		for d in self.payments:
+			account = frappe.db.get_value("Mode of Payment Account", 
+				{"parent": d.mode_of_payment, "company": self.company}, "default_account")
+			if not account:
+				frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
+					.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
 
 	def on_update(self):
 		self.set_defaults()

erpnext/accounts/doctype/pos_settings/pos_settings.js

@@ -7,10 +7,10 @@ frappe.ui.form.on('POS Settings', {
 	},
 
 	get_invoice_fields: function(frm) {
-		frappe.model.with_doctype("Sales Invoice", () => {
+		frappe.model.with_doctype("POS Invoice", () => {
-			var fields = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
+			var fields = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
 				if (frappe.model.no_value_type.indexOf(d.fieldtype) === -1 ||
-					d.fieldtype === 'Table') {
+					['Table', 'Button'].includes(d.fieldtype)) {
 					return { label: d.label + ' (' + d.fieldtype + ')', value: d.fieldname };
 				} else {
 					return null;
@@ -25,7 +25,7 @@ frappe.ui.form.on('POS Settings', {
 frappe.ui.form.on("POS Field", {
 	fieldname: function(frm, doctype, name) {
 		var doc = frappe.get_doc(doctype, name);
-		var df = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
+		var df = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
 			return doc.fieldname == d.fieldname ? d : null;
 		})[0];
 

erpnext/accounts/doctype/process_deferred_accounting/process_deferred_accounting.js

@@ -10,13 +10,15 @@ frappe.ui.form.on('Process Deferred Accounting', {
 				}
 			};
 		});
+	},
 
-		if (frm.doc.company) {
+	type: function(frm) {
+		if (frm.doc.company && frm.doc.type) {
 			frm.set_query("account", function() {
 				return {
 					filters: {
 						'company': frm.doc.company,
-						'root_type': 'Liability',
+						'root_type': frm.doc.type === 'Income' ? 'Liability' : 'Asset',
 						'is_group': 0
 					}
 				};

erpnext/accounts/doctype/process_deferred_accounting/process_deferred_accounting.json

@@ -60,6 +60,7 @@
    "reqd": 1
   },
   {
+   "depends_on": "eval: doc.type",
    "fieldname": "account",
    "fieldtype": "Link",
    "label": "Account",
@@ -73,9 +74,10 @@
    "reqd": 1
   }
  ],
+ "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-02-06 18:18:09.852844",
+ "modified": "2020-09-03 18:07:02.463754",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Process Deferred Accounting",

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js

@@ -25,6 +25,12 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
 				this.frm.set_df_property("credit_to", "print_hide", 0);
 			}
 		}
+
+		// Trigger supplier event on load if supplier is available
+		// The reason for this is PI can be created from PR or PO and supplier is pre populated
+		if (this.frm.doc.supplier && this.frm.doc.__islocal) {
+			this.frm.trigger('supplier');
+		}
 	},
 
 	refresh: function(doc) {
@@ -135,6 +141,8 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
 				}
 			});
 		}
+
+		this.frm.set_df_property("tax_withholding_category", "hidden", doc.apply_tds ? 0 : 1);
 	},
 
 	unblock_invoice: function() {

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py

@@ -132,6 +132,11 @@ class PurchaseInvoice(BuyingController):
 		if not self.due_date:
 			self.due_date = get_due_date(self.posting_date, "Supplier", self.supplier, self.company,  self.bill_date)
 
+		tds_category = frappe.db.get_value("Supplier", self.supplier, "tax_withholding_category")
+		if tds_category and not for_validate:
+			self.apply_tds = 1
+			self.tax_withholding_category = tds_category
+
 		super(PurchaseInvoice, self).set_missing_values(for_validate)
 
 	def check_conversion_rate(self):
@@ -400,8 +405,6 @@ class PurchaseInvoice(BuyingController):
 		update_linked_doc(self.doctype, self.name, self.inter_company_invoice_reference)
 
 	def make_gl_entries(self, gl_entries=None):
-		if not self.grand_total:
-			return
 		if not gl_entries:
 			gl_entries = self.get_gl_entries()
 

erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json

@@ -210,7 +210,7 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2020-03-12 14:53:47.679439",
+ "modified": "2020-09-18 17:26:09.703215",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Taxes and Charges",

erpnext/accounts/doctype/purchase_taxes_and_charges_template/purchase_taxes_and_charges_template.json

@@ -78,7 +78,7 @@
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Taxes and Charges Template",
- "owner": "wasim@webnotestech.com",
+ "owner": "Administrator",
  "permissions": [
   {
    "email": 1,

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -4,7 +4,7 @@
 from __future__ import unicode_literals
 import frappe, erpnext
 import frappe.defaults
-from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate
+from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate, get_link_to_form
 from frappe import _, msgprint, throw
 from erpnext.accounts.party import get_party_account, get_due_date
 from frappe.model.mapper import get_mapped_doc
@@ -1372,7 +1372,7 @@ def get_bank_cash_account(mode_of_payment, company):
 		{"parent": mode_of_payment, "company": company}, "default_account")
 	if not account:
 		frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
-			.format(mode_of_payment))
+			.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
 	return {
 		"account": account
 	}
@@ -1612,18 +1612,16 @@ def update_multi_mode_option(doc, pos_profile):
 		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:
+		if not payment_mode:
-			payment_mode[0].default = pos_payment_method.default
+			frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
-			append_payment(payment_mode[0])
+				.format(get_link_to_form("Mode of Payment", pos_payment_method.mode_of_payment)), title=_("Missing Account"))
+
+		payment_mode[0].default = pos_payment_method.default
+		append_payment(payment_mode[0])
 
 def get_all_mode_of_payments(doc):
 	return frappe.db.sql("""

erpnext/accounts/doctype/tax_category/tax_category.json

@@ -1,134 +1,66 @@
 {
- "allow_copy": 0,
+ "actions": [],
- "allow_events_in_timeline": 0,
+ "allow_rename": 1,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
  "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,
+ "index_web_pages_for_search": 1,
- "hide_heading": 0,
+ "links": [],
- "hide_toolbar": 0,
+ "modified": "2020-08-30 19:41:25.783852",
- "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", 
  "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
-   "share": 1,
-   "submit": 0,
-   "write": 0
   }
  ],
  "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_changes": 1
- "track_seen": 0,
+}
- "track_views": 0
-}

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}")
+		frappe.throw(_("You cannot create or cancel any accounting entries with in the closed Accounting Period {0}")
-			.format(accounting_periods[0].name), ClosedAccountingPeriod)
+			.format(frappe.bold(accounting_periods[0].name)), ClosedAccountingPeriod)
 
 def process_gl_map(gl_map, merge_entries=True):
 	if merge_entries:
@@ -301,8 +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
@@ -319,7 +320,6 @@ def make_reverse_gl_entries(gl_entries=None, voucher_type=None, voucher_no=None,
 
 			entry['remarks'] = "On cancellation of " + entry['voucher_no']
 			entry['is_cancelled'] = 1
-			entry['posting_date'] = today()
 
 			if entry['debit'] or entry['credit']:
 				make_entry(entry, adv_adj, "Yes")
@@ -342,7 +342,7 @@ 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))

erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js

@@ -72,7 +72,7 @@ erpnext.accounts.bankReconciliation = class BankReconciliation {
 	check_plaid_status() {
 		const me = this;
 		frappe.db.get_value("Plaid Settings", "Plaid Settings", "enabled", (r) => {
-			if (r && r.enabled == "1") {
+			if (r && r.enabled === "1") {
 				me.plaid_status = "active"
 			} else {
 				me.plaid_status = "inactive"
@@ -139,7 +139,7 @@ erpnext.accounts.bankTransactionUpload = class bankTransactionUpload {
 	}
 
 	make() {
-		const me = this;	
+		const me = this;
 		new frappe.ui.FileUploader({
 			method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
 			allow_multiple: 0,
@@ -214,31 +214,35 @@ erpnext.accounts.bankTransactionSync = class bankTransactionSync {
 
 	init_config() {
 		const me = this;
-		frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
+		frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_plaid_configuration')
-		.then(result => {
+			.then(result => {
-			me.plaid_env = result.plaid_env;
+				me.plaid_env = result.plaid_env;
-			me.plaid_public_key = result.plaid_public_key;
+				me.client_name = result.client_name;
-			me.client_name = result.client_name;
+				me.link_token = result.link_token;
-			me.sync_transactions()
+				me.sync_transactions();
-		})
+			})
 	}
 
 	sync_transactions() {
 		const me = this;
-		frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (v) => {
+		frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (r) => {
 			frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions', {
-				bank: v['bank'],
+				bank: r.bank,
 				bank_account: me.parent.bank_account,
 				freeze: true
 			})
 			.then((result) => {
-				let result_title = (result.length > 0) ? __("{0} bank transaction(s) created", [result.length]) : __("This bank account is already synchronized")
+				let result_title = (result && result.length > 0)
+					? __("{0} bank transaction(s) created", [result.length])
+					: __("This bank account is already synchronized");
+
 				let result_msg = `
-					<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
+				<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
-						<h5 class="text-muted">${result_title}</h5>
+					<h5 class="text-muted">${result_title}</h5>
-					</div>`
+				</div>`
+
 				this.parent.$main_section.append(result_msg)
-				frappe.show_alert({message:__("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator:'green'});
+				frappe.show_alert({ message: __("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator: 'green' });
 			})
 		})
 	}
@@ -384,7 +388,7 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
 		})
 
 		frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.get_linked_payments',
-			{bank_transaction: data, freeze:true, freeze_message:__("Finding linked payments")}
+			{ bank_transaction: data, freeze: true, freeze_message: __("Finding linked payments") }
 		).then((result) => {
 			me.make_dialog(result)
 		})

erpnext/accounts/report/accounts_receivable/accounts_receivable.js

@@ -34,7 +34,7 @@ frappe.query_reports["Accounts Receivable"] = {
 					filters: {
 						'company': company
 					}
-				}
+				};
 			}
 		},
 		{

erpnext/accounts/report/accounts_receivable/accounts_receivable.py

@@ -617,9 +617,19 @@ class ReceivablePayableReport(object):
 		elif party_type_field=="supplier":
 			self.add_supplier_filters(conditions, values)
 
+		if self.filters.cost_center:
+			self.get_cost_center_conditions(conditions)
+
 		self.add_accounting_dimensions_filters(conditions, values)
 		return " and ".join(conditions), values
 
+	def get_cost_center_conditions(self, conditions):
+		lft, rgt = frappe.db.get_value("Cost Center", self.filters.cost_center, ["lft", "rgt"])
+		cost_center_list = [center.name for center in frappe.get_list("Cost Center", filters = {'lft': (">=", lft), 'rgt': ("<=", rgt)})]
+
+		cost_center_string = '", "'.join(cost_center_list)
+		conditions.append('cost_center in ("{0}")'.format(cost_center_string))
+
 	def get_order_by_condition(self):
 		if self.filters.get('group_by_party'):
 			return "order by party, posting_date"

erpnext/accounts/report/budget_variance_report/budget_variance_report.js

@@ -71,7 +71,22 @@ frappe.query_reports["Budget Variance Report"] = {
 			fieldtype: "Check",
 			default: 0,
 		},
-	]
+	],
+	"formatter": function (value, row, column, data, default_formatter) {
+		value = default_formatter(value, row, column, data);
+
+		if (column.fieldname.includes('variance')) {
+
+			if (data[column.fieldname] < 0) {
+				value = "<span style='color:red'>" + value + "</span>";
+			}
+			else if (data[column.fieldname] > 0) {
+				value = "<span style='color:green'>" + value + "</span>";
+			}
+		}
+
+		return value;
+	}
 }
 
 erpnext.dimension_filters.forEach((dimension) => {

erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py

@@ -256,7 +256,7 @@ def accumulate_values_into_parents(accounts, accounts_by_name, companies):
 	"""accumulate children's values in parent accounts"""
 	for d in reversed(accounts):
 		if d.parent_account:
-			account = d.parent_account.split('-')[0].strip()
+			account = d.parent_account.split(' - ')[0].strip()
 			if not accounts_by_name.get(account):
 				continue
 

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}'

erpnext/accounts/report/general_ledger/general_ledger.py

@@ -43,8 +43,11 @@ def execute(filters=None):
 
 
 def validate_filters(filters, account_details):
-	if not filters.get('company'):
+	if not filters.get("company"):
-		frappe.throw(_('{0} is mandatory').format(_('Company')))
+		frappe.throw(_("{0} is mandatory").format(_("Company")))
+
+	if not filters.get("from_date") and not filters.get("to_date"):
+		frappe.throw(_("{0} and {1} are mandatory").format(frappe.bold(_("From Date")), frappe.bold(_("To Date"))))
 
 	if filters.get("account") and not account_details.get(filters.account):
 		frappe.throw(_("Account {0} does not exists").format(filters.account))
@@ -141,7 +144,7 @@ def get_gl_entries(filters, accounting_dimensions):
 	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,
 		credit_in_account_currency*(DCC_allocation.percentage_allocation/100) as credit_in_account_currency """
-		
+
 		distributed_cost_center_query = """
 		UNION ALL
 		SELECT name as gl_entry,
@@ -155,7 +158,7 @@ def get_gl_entries(filters, accounting_dimensions):
 			against_voucher_type,
 			against_voucher,
 			account_currency,
-			remarks, against, 
+			remarks, against,
 			is_opening, `tabGL Entry`.creation {select_fields_with_percentage}
 		FROM `tabGL Entry`,
 		(

erpnext/accounts/report/gross_profit/gross_profit.json

@@ -1,24 +1,23 @@
 {
- "add_total_row": 0, 
+ "add_total_row": 1,
- "apply_user_permissions": 1, 
+ "creation": "2013-02-25 17:03:34",
- "creation": "2013-02-25 17:03:34", 
+ "disabled": 0,
- "disabled": 0, 
+ "docstatus": 0,
- "docstatus": 0, 
+ "doctype": "Report",
- "doctype": "Report", 
+ "idx": 3,
- "idx": 3, 
+ "is_standard": "Yes",
- "is_standard": "Yes", 
+ "modified": "2020-08-13 11:26:39.112352",
- "modified": "2017-02-24 20:12:22.464240", 
+ "modified_by": "Administrator",
- "modified_by": "Administrator", 
+ "module": "Accounts",
- "module": "Accounts", 
+ "name": "Gross Profit",
- "name": "Gross Profit", 
+ "owner": "Administrator",
- "owner": "Administrator", 
+ "ref_doctype": "Sales Invoice",
- "ref_doctype": "Sales Invoice", 
+ "report_name": "Gross Profit",
- "report_name": "Gross Profit", 
+ "report_type": "Script Report",
- "report_type": "Script Report", 
  "roles": [
   {
    "role": "Accounts Manager"
-  }, 
+  },
   {
    "role": "Accounts User"
   }

erpnext/accounts/report/gross_profit/gross_profit.py

@@ -268,9 +268,9 @@ class GrossProfitGenerator(object):
 	def get_last_purchase_rate(self, item_code, row):
 		condition = ''
 		if row.project:
-			condition += " AND a.project='%s'" % (row.project)
+			condition += " AND a.project=%s" % (frappe.db.escape(row.project))
 		elif row.cost_center:
-			condition += " AND a.cost_center='%s'" % (row.cost_center)
+			condition += " AND a.cost_center=%s" % (frappe.db.escape(row.cost_center))
 		if self.filters.to_date:
 			condition += " AND modified='%s'" % (self.filters.to_date)
 

erpnext/assets/doctype/asset/asset.js

@@ -252,13 +252,6 @@ frappe.ui.form.on('Asset', {
 		})
 	},
 
-	available_for_use_date: function(frm) {
-		$.each(frm.doc.finance_books || [], function(i, d) {
-			if(!d.depreciation_start_date) d.depreciation_start_date = frm.doc.available_for_use_date;
-		});
-		refresh_field("finance_books");
-	},
-
 	is_existing_asset: function(frm) {
 		frm.trigger("toggle_reference_doc");
 		// frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
@@ -438,6 +431,15 @@ frappe.ui.form.on('Asset Finance Book', {
 		}
 
 		frappe.flags.dont_change_rate = false;
+	},
+
+	depreciation_start_date: function(frm, cdt, cdn) {
+		const book = locals[cdt][cdn];
+		if (frm.doc.available_for_use_date && book.depreciation_start_date == frm.doc.available_for_use_date) {
+			frappe.msgprint(__(`Depreciation Posting Date should not be equal to Available for Use Date.`));
+			book.depreciation_start_date = "";
+			frm.refresh_field("finance_books");
+		}
 	}
 });
 

erpnext/assets/doctype/asset/asset.py

@@ -6,7 +6,7 @@ from __future__ import unicode_literals
 import frappe, erpnext, math, json
 from frappe import _
 from six import string_types
-from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days
+from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days, get_last_day, get_datetime
 from frappe.model.document import Document
 from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
 from erpnext.assets.doctype.asset.depreciation \
@@ -83,6 +83,11 @@ class Asset(AccountsController):
 		if not self.available_for_use_date:
 			frappe.throw(_("Available for use date is required"))
 
+		for d in self.finance_books:
+			if d.depreciation_start_date == self.available_for_use_date:
+				frappe.throw(_("Row #{}: Depreciation Posting Date should not be equal to Available for Use Date.").format(d.idx),
+					title=_("Incorrect Date"))
+
 	def set_missing_values(self):
 		if not self.asset_category:
 			self.asset_category = frappe.get_cached_value("Item", self.item_code, "asset_category")
@@ -135,6 +140,10 @@ class Asset(AccountsController):
 	def make_asset_movement(self):
 		reference_doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
 		reference_docname = self.purchase_receipt or self.purchase_invoice
+		transaction_date = getdate(self.purchase_date)
+		if reference_docname:
+			posting_date, posting_time = frappe.db.get_value(reference_doctype, reference_docname, ["posting_date", "posting_time"])
+			transaction_date = get_datetime("{} {}".format(posting_date, posting_time))
 		assets = [{
 			'asset': self.name,
 			'asset_name': self.asset_name,
@@ -146,7 +155,7 @@ class Asset(AccountsController):
 			'assets': assets,
 			'purpose': 'Receipt',
 			'company': self.company,
-			'transaction_date': getdate(nowdate()),
+			'transaction_date': transaction_date,
 			'reference_doctype': reference_doctype,
 			'reference_name': reference_docname
 		}).insert()
@@ -294,7 +303,7 @@ class Asset(AccountsController):
 		if not row.depreciation_start_date:
 			if not self.available_for_use_date:
 				frappe.throw(_("Row {0}: Depreciation Start Date is required").format(row.idx))
-			row.depreciation_start_date = self.available_for_use_date
+			row.depreciation_start_date = get_last_day(self.available_for_use_date)
 
 		if not self.is_existing_asset:
 			self.opening_accumulated_depreciation = 0

erpnext/assets/doctype/asset/test_asset.py

@@ -371,19 +371,18 @@ class TestAsset(unittest.TestCase):
 		asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
 		asset = frappe.get_doc('Asset', asset_name)
 		asset.calculate_depreciation = 1
-		asset.available_for_use_date = nowdate()
+		asset.available_for_use_date = '2020-01-01'
-		asset.purchase_date = nowdate()
+		asset.purchase_date = '2020-01-01'
 		asset.append("finance_books", {
 			"expected_value_after_useful_life": 10000,
 			"depreciation_method": "Straight Line",
-			"total_number_of_depreciations": 3,
+			"total_number_of_depreciations": 10,
-			"frequency_of_depreciation": 10,
+			"frequency_of_depreciation": 1
-			"depreciation_start_date": nowdate()
 		})
 		asset.insert()
 		asset.submit()
 
-		post_depreciation_entries(date=add_months(nowdate(), 10))
+		post_depreciation_entries(date=add_months('2020-01-01', 4))
 
 		scrap_asset(asset.name)
 
@@ -392,9 +391,9 @@ class TestAsset(unittest.TestCase):
 		self.assertTrue(asset.journal_entry_for_scrap)
 
 		expected_gle = (
-			("_Test Accumulated Depreciations - _TC", 30000.0, 0.0),
+			("_Test Accumulated Depreciations - _TC", 36000.0, 0.0),
 			("_Test Fixed Asset - _TC", 0.0, 100000.0),
-			("_Test Gain/Loss on Asset Disposal - _TC", 70000.0, 0.0)
+			("_Test Gain/Loss on Asset Disposal - _TC", 64000.0, 0.0)
 		)
 
 		gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
@@ -466,8 +465,7 @@ class TestAsset(unittest.TestCase):
 			"expected_value_after_useful_life": 10000,
 			"depreciation_method": "Straight Line",
 			"total_number_of_depreciations": 3,
-			"frequency_of_depreciation": 10,
+			"frequency_of_depreciation": 10
-			"depreciation_start_date": "2020-06-06"
 		})
 		asset.insert()
 		accumulated_depreciation_after_full_schedule = \

erpnext/assets/doctype/asset_finance_book/asset_finance_book.json

@@ -1,347 +1,99 @@
 {
- "allow_copy": 0, 
+ "actions": [],
- "allow_events_in_timeline": 0, 
+ "creation": "2018-05-08 14:44:37.095570",
- "allow_guest_to_view": 0, 
+ "doctype": "DocType",
- "allow_import": 0, 
+ "editable_grid": 1,
- "allow_rename": 0, 
+ "engine": "InnoDB",
- "beta": 0, 
+ "field_order": [
- "creation": "2018-05-08 14:44:37.095570", 
+  "finance_book",
- "custom": 0, 
+  "depreciation_method",
- "docstatus": 0, 
+  "total_number_of_depreciations",
- "doctype": "DocType", 
+  "column_break_5",
- "document_type": "", 
+  "frequency_of_depreciation",
- "editable_grid": 1, 
+  "depreciation_start_date",
- "engine": "InnoDB", 
+  "expected_value_after_useful_life",
+  "value_after_depreciation",
+  "rate_of_depreciation"
+ ],
  "fields": [
   {
-   "allow_bulk_edit": 0, 
+   "fieldname": "finance_book",
-   "allow_in_quick_entry": 0, 
+   "fieldtype": "Link",
-   "allow_on_submit": 0, 
+   "in_list_view": 1,
-   "bold": 0, 
+   "label": "Finance Book",
-   "collapsible": 0, 
+   "options": "Finance Book"
-   "columns": 0, 
+  },
-   "depends_on": "", 
-   "fetch_if_empty": 0, 
-   "fieldname": "finance_book", 
-   "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": "Finance Book", 
-   "length": 0, 
-   "no_copy": 0, 
-   "options": "Finance Book", 
-   "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, 
+   "fieldname": "depreciation_method",
-   "allow_in_quick_entry": 0, 
+   "fieldtype": "Select",
-   "allow_on_submit": 0, 
+   "in_list_view": 1,
-   "bold": 0, 
+   "label": "Depreciation Method",
-   "collapsible": 0, 
+   "options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
-   "columns": 0, 
+   "reqd": 1
-   "fetch_if_empty": 0, 
+  },
-   "fieldname": "depreciation_method", 
-   "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": "Depreciation Method", 
-   "length": 0, 
-   "no_copy": 0, 
-   "options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual", 
-   "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, 
+   "fieldname": "total_number_of_depreciations",
-   "allow_in_quick_entry": 0, 
+   "fieldtype": "Int",
-   "allow_on_submit": 0, 
+   "in_list_view": 1,
-   "bold": 0, 
+   "label": "Total Number of Depreciations",
-   "collapsible": 0, 
+   "reqd": 1
-   "columns": 0, 
+  },
-   "fetch_if_empty": 0, 
-   "fieldname": "total_number_of_depreciations", 
-   "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": "Total Number of Depreciations", 
-   "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, 
+   "fieldname": "column_break_5",
-   "allow_in_quick_entry": 0, 
+   "fieldtype": "Column Break"
-   "allow_on_submit": 0, 
+  },
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
-   "fetch_if_empty": 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, 
-   "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
-  }, 
   {
-   "allow_bulk_edit": 0, 
+   "fieldname": "frequency_of_depreciation",
-   "allow_in_quick_entry": 0, 
+   "fieldtype": "Int",
-   "allow_on_submit": 0, 
+   "in_list_view": 1,
-   "bold": 0, 
+   "label": "Frequency of Depreciation (Months)",
-   "collapsible": 0, 
+   "reqd": 1
-   "columns": 0, 
+  },
-   "fetch_if_empty": 0, 
-   "fieldname": "frequency_of_depreciation", 
-   "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": "Frequency of Depreciation (Months)", 
-   "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, 
+   "depends_on": "eval:parent.doctype == 'Asset'",
-   "allow_in_quick_entry": 0, 
+   "fieldname": "depreciation_start_date",
-   "allow_on_submit": 0, 
+   "fieldtype": "Date",
-   "bold": 0, 
+   "in_list_view": 1,
-   "collapsible": 0, 
+   "label": "Depreciation Posting Date",
-   "columns": 0, 
+   "reqd": 1
-   "depends_on": "eval:parent.doctype == 'Asset'", 
+  },
-   "fetch_if_empty": 0, 
-   "fieldname": "depreciation_start_date", 
-   "fieldtype": "Date", 
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 1, 
-   "in_standard_filter": 0, 
-   "label": "Depreciation Start 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, 
+   "default": "0",
-   "allow_in_quick_entry": 0, 
+   "depends_on": "eval:parent.doctype == 'Asset'",
-   "allow_on_submit": 0, 
+   "fieldname": "expected_value_after_useful_life",
-   "bold": 0, 
+   "fieldtype": "Currency",
-   "collapsible": 0, 
+   "label": "Expected Value After Useful Life",
-   "columns": 0, 
+   "options": "Company:company:default_currency"
-   "default": "0", 
+  },
-   "depends_on": "eval:parent.doctype == 'Asset'", 
-   "fetch_if_empty": 0, 
-   "fieldname": "expected_value_after_useful_life", 
-   "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": "Expected Value After Useful Life", 
-   "length": 0, 
-   "no_copy": 0, 
-   "options": "Company:company:default_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": 0, 
-   "search_index": 0, 
-   "set_only_once": 0, 
-   "translatable": 0, 
-   "unique": 0
-  }, 
   {
-   "allow_bulk_edit": 0, 
+   "fieldname": "value_after_depreciation",
-   "allow_in_quick_entry": 0, 
+   "fieldtype": "Currency",
-   "allow_on_submit": 0, 
+   "hidden": 1,
-   "bold": 0, 
+   "label": "Value After Depreciation",
-   "collapsible": 0, 
+   "no_copy": 1,
-   "columns": 0, 
+   "options": "Company:company:default_currency",
-   "fetch_if_empty": 0, 
+   "print_hide": 1,
-   "fieldname": "value_after_depreciation", 
+   "read_only": 1
-   "fieldtype": "Currency", 
+  },
-   "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": "Value After Depreciation", 
-   "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
-  }, 
   {
-   "allow_bulk_edit": 0, 
+   "depends_on": "eval:doc.depreciation_method == 'Written Down Value'",
-   "allow_in_quick_entry": 0, 
+   "description": "In Percentage",
-   "allow_on_submit": 0, 
+   "fieldname": "rate_of_depreciation",
-   "bold": 0, 
+   "fieldtype": "Percent",
-   "collapsible": 0, 
+   "label": "Rate of Depreciation"
-   "columns": 0, 
-   "depends_on": "eval:doc.depreciation_method == 'Written Down Value'", 
-   "description": "In Percentage", 
-   "fetch_if_empty": 0, 
-   "fieldname": "rate_of_depreciation", 
-   "fieldtype": "Percent", 
-   "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 of Depreciation", 
-   "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, 
+ "index_web_pages_for_search": 1,
- "hide_toolbar": 0, 
+ "istable": 1,
- "idx": 0, 
+ "links": [],
- "in_create": 0, 
+ "modified": "2020-09-16 12:11:30.631788",
- "is_submittable": 0, 
+ "modified_by": "Administrator",
- "issingle": 0, 
+ "module": "Assets",
- "istable": 1, 
+ "name": "Asset Finance Book",
- "max_attachments": 0, 
+ "owner": "Administrator",
- "modified": "2019-04-09 19:45:14.523488", 
+ "permissions": [],
- "modified_by": "Administrator", 
+ "quick_entry": 1,
- "module": "Assets", 
+ "sort_field": "modified",
- "name": "Asset Finance Book", 
+ "sort_order": "DESC",
- "name_case": "", 
+ "track_changes": 1
- "owner": "Administrator", 
- "permissions": [], 
- "quick_entry": 1, 
- "read_only": 0, 
- "show_name_in_global_search": 0, 
- "sort_field": "modified", 
- "sort_order": "DESC", 
- "track_changes": 1, 
- "track_seen": 0, 
- "track_views": 0
 }

erpnext/assets/doctype/asset_movement/test_asset_movement.py

@@ -32,8 +32,7 @@ class TestAssetMovement(unittest.TestCase):
 			"next_depreciation_date": "2020-12-31",
 			"depreciation_method": "Straight Line",
 			"total_number_of_depreciations": 3,
-			"frequency_of_depreciation": 10,
+			"frequency_of_depreciation": 10
-			"depreciation_start_date": "2020-06-06"
 		})
 
 		if asset.docstatus == 0:
@@ -82,8 +81,7 @@ class TestAssetMovement(unittest.TestCase):
 			"next_depreciation_date": "2020-12-31",
 			"depreciation_method": "Straight Line",
 			"total_number_of_depreciations": 3,
-			"frequency_of_depreciation": 10,
+			"frequency_of_depreciation": 10
-			"depreciation_start_date": "2020-06-06"
 		})
 		if asset.docstatus == 0:
 			asset.submit()

erpnext/buying/doctype/purchase_order/purchase_order.json

@@ -1084,7 +1084,7 @@
  "idx": 105,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-07-31 14:13:44.610190",
+ "modified": "2020-09-14 14:36:12.418690",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Purchase Order",
@@ -1135,5 +1135,6 @@
  "sort_field": "modified",
  "sort_order": "DESC",
  "timeline_field": "supplier",
- "title_field": "supplier"
+ "title_field": "supplier",
+ "track_changes": 1
 }

erpnext/buying/doctype/purchase_order/test_purchase_order.py

@@ -89,7 +89,7 @@ class TestPurchaseOrder(unittest.TestCase):
 		frappe.db.set_value("Accounts Settings", None, "over_billing_allowance", 0)
 
 
-	def test_update_child_qty_rate(self):
+	def test_update_child(self):
 		mr = make_material_request(qty=10)
 		po = make_purchase_order(mr.name)
 		po.supplier = "_Test Supplier"
@@ -119,7 +119,7 @@ class TestPurchaseOrder(unittest.TestCase):
 		self.assertEqual(get_ordered_qty(), existing_ordered_qty + 3)
 
 
-	def test_add_new_item_in_update_child_qty_rate(self):
+	def test_update_child_adding_new_item(self):
 		po = create_purchase_order(do_not_save=1)
 		po.items[0].qty = 4
 		po.save()
@@ -145,7 +145,7 @@ class TestPurchaseOrder(unittest.TestCase):
 		self.assertEqual(po.status, 'To Receive and Bill')
 
 
-	def test_remove_item_in_update_child_qty_rate(self):
+	def test_update_child_removing_item(self):
 		po = create_purchase_order(do_not_save=1)
 		po.items[0].qty = 4
 		po.save()
@@ -185,7 +185,7 @@ class TestPurchaseOrder(unittest.TestCase):
 		self.assertEquals(len(po.get('items')), 1)
 		self.assertEqual(po.status, 'To Receive and Bill')
 
-	def test_update_child_qty_rate_perm(self):
+	def test_update_child_perm(self):
 		po = create_purchase_order(item_code= "_Test Item", qty=4)
 
 		user = 'test@example.com'
@@ -202,6 +202,72 @@ class TestPurchaseOrder(unittest.TestCase):
 		self.assertRaises(frappe.ValidationError, update_child_qty_rate,'Purchase Order', trans_item, po.name)
 		frappe.set_user("Administrator")
 
+	def test_update_child_with_tax_template(self):
+		tax_template = "_Test Account Excise Duty @ 10"
+		item =  "_Test Item Home Desktop 100"
+
+		if not frappe.db.exists("Item Tax", {"parent":item, "item_tax_template":tax_template}):
+			item_doc = frappe.get_doc("Item", item)
+			item_doc.append("taxes", {
+				"item_tax_template": tax_template,
+				"valid_from": nowdate()
+			})
+			item_doc.save()
+		else:
+			# update valid from
+			frappe.db.sql("""UPDATE `tabItem Tax` set valid_from = CURDATE()
+				where parent = %(item)s and item_tax_template = %(tax)s""",
+					{"item": item, "tax": tax_template})
+
+		po = create_purchase_order(item_code=item, qty=1, do_not_save=1)
+
+		po.append("taxes", {
+			"account_head": "_Test Account Excise Duty - _TC",
+			"charge_type": "On Net Total",
+			"cost_center": "_Test Cost Center - _TC",
+			"description": "Excise Duty",
+			"doctype": "Purchase Taxes and Charges",
+			"rate": 10
+		})
+		po.insert()
+		po.submit()
+
+		self.assertEqual(po.taxes[0].tax_amount, 50)
+		self.assertEqual(po.taxes[0].total, 550)
+
+		items = json.dumps([
+			{'item_code' : item, 'rate' : 500, 'qty' : 1, 'docname': po.items[0].name},
+			{'item_code' : item, 'rate' : 100, 'qty' : 1} # added item
+		])
+		update_child_qty_rate('Purchase Order', items, po.name)
+
+		po.reload()
+		self.assertEqual(po.taxes[0].tax_amount, 60)
+		self.assertEqual(po.taxes[0].total, 660)
+
+		frappe.db.sql("""UPDATE `tabItem Tax` set valid_from = NULL
+				where parent = %(item)s and item_tax_template = %(tax)s""",
+					{"item": item, "tax": tax_template})
+
+	def test_update_child_uom_conv_factor_change(self):
+		po = create_purchase_order(item_code="_Test FG Item", is_subcontracted="Yes")
+		total_reqd_qty = sum([d.get("required_qty") for d in po.as_dict().get("supplied_items")])
+
+		trans_item = json.dumps([{
+			'item_code': po.get("items")[0].item_code,
+			'rate': po.get("items")[0].rate,
+			'qty': po.get("items")[0].qty,
+			'uom': "_Test UOM 1",
+			'conversion_factor': 2,
+			'docname': po.get("items")[0].name
+		}])
+		update_child_qty_rate('Purchase Order', trans_item, po.name)
+		po.reload()
+
+		total_reqd_qty_after_change = sum([d.get("required_qty") for d in po.as_dict().get("supplied_items")])
+
+		self.assertEqual(total_reqd_qty_after_change, 2 * total_reqd_qty)
+
 	def test_update_qty(self):
 		po = create_purchase_order()
 

erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json

@@ -148,11 +148,11 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2020-03-12 15:43:53.862897",
+ "modified": "2020-09-18 17:26:09.703215",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Purchase Order Item Supplied",
- "owner": "dhanalekshmi@webnotestech.com",
+ "owner": "Administrator",
  "permissions": [],
  "sort_field": "modified",
  "sort_order": "DESC"

erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json

@@ -188,11 +188,11 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2020-04-10 18:09:33.997618",
+ "modified": "2020-09-18 17:26:09.703215",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Purchase Receipt Item Supplied",
- "owner": "wasim@webnotestech.com",
+ "owner": "Administrator",
  "permissions": [],
  "sort_field": "modified",
  "sort_order": "DESC",

erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py

@@ -11,6 +11,8 @@ from erpnext.stock.doctype.item.test_item import make_item
 from erpnext.templates.pages.rfq import check_supplier_has_docname_access
 from erpnext.buying.doctype.request_for_quotation.request_for_quotation import make_supplier_quotation
 from erpnext.buying.doctype.request_for_quotation.request_for_quotation import create_supplier_quotation
+from erpnext.crm.doctype.opportunity.test_opportunity import make_opportunity
+from erpnext.crm.doctype.opportunity.opportunity import make_request_for_quotation as make_rfq
 
 class TestRequestforQuotation(unittest.TestCase):
 	def test_quote_status(self):
@@ -110,6 +112,23 @@ class TestRequestforQuotation(unittest.TestCase):
 		self.assertEqual(supplier_quotation.items[0].qty, 5)
 		self.assertEqual(supplier_quotation.items[0].stock_qty, 10)
 
+	def test_make_rfq_from_opportunity(self):
+		opportunity = make_opportunity(with_items=1)
+		supplier_data = get_supplier_data()
+		rfq = make_rfq(opportunity.name)
+
+		self.assertEqual(len(rfq.get("items")), len(opportunity.get("items")))
+		rfq.message_for_supplier = 'Please supply the specified items at the best possible rates.'
+
+		for item in rfq.items:
+			item.warehouse = "_Test Warehouse - _TC"
+
+		for data in supplier_data:
+			rfq.append('suppliers', data)
+
+		rfq.status = 'Draft'
+		rfq.submit()
+
 def make_request_for_quotation(**args):
 	"""
 	:param supplier_data: List containing supplier data

erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py

@@ -178,6 +178,7 @@ def make_all_scorecards(docname):
 			period_card = make_supplier_scorecard(docname, None)
 			period_card.start_date = start_date
 			period_card.end_date = end_date
+			period_card.insert(ignore_permissions=True)
 			period_card.submit()
 			scp_count = scp_count + 1
 			if start_date < first_start_date:

erpnext/buying/doctype/supplier_scorecard_period/supplier_scorecard_period.py

@@ -106,7 +106,7 @@ def make_supplier_scorecard(source_name, target_doc=None):
 			"doctype": "Supplier Scorecard Scoring Criteria",
 			"postprocess": update_criteria_fields,
 		}
-	}, target_doc, post_process)
+	}, target_doc, post_process, ignore_permissions=True)
 
 	return doc
 

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: () => {
+			get_data: function(txt) {
-				return { filters: { "docstatus": ["<", 2] } }
+				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 = `<div style="color:red">${value}</div>`;
+			}
+			else if (frappe.datetime.get_diff(data.valid_till, frappe.datetime.nowdate()) <= 7){
+				value = `<div style="color:darkorange">${value}</div>`;
+			}
+		}
+
+		return value;
+	},
+
 	onload: (report) => {
 		// Create a button for setting the default supplier
 		report.page.add_inner_button(__("Select Default Supplier"), () => {

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,
+		sqi.parent, sqi.item_code, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
-		sq.supplier
+		sqi.lead_time_days, sq.supplier, sq.valid_till
 		FROM
 			`tabSupplier Quotation Item` sqi,
 			`tabSupplier Quotation` sq
 		WHERE
-			sqi.item_code = %(item_code)s
+			sqi.parent = sq.name
-			AND sqi.parent = sq.name
 			AND sqi.docstatus < 2
 			AND sq.company = %(company)s
-			AND sq.status != 'Expired'
+			AND sq.transaction_date between %(from_date)s and %(to_date)s
-			{0}""".format(conditions), filters, as_dict=1)
+			{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):
+def prepare_data(supplier_quotation_data, filters):
-	out, suppliers, qty_list = [], [], []
+	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:
+		if filters.get("item_code"):
-			supplier_qty_price_map[supplier] = {}
+			if not supplier in supplier_qty_price_map:
-		supplier_qty_price_map[supplier][row["qty"]] = row["price"]
+				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",
+		"fieldname": "uom",
-		"label": _("Supplier Quotation"),
+		"label": _("UOM"),
 		"fieldtype": "Link",
-		"options": "Supplier Quotation",
+		"options": "UOM",
-		"width": 200
+		"width": 90
 	},
 	{
 		"fieldname": "qty",
@@ -163,19 +181,43 @@ def get_columns():
 		"width": 110
 	},
 	{
-		"fieldname": "uom",
+		"fieldname": "quotation",
-		"label": _("UOM"),
+		"label": _("Supplier Quotation"),
 		"fieldtype": "Link",
-		"options": "UOM",
+		"options": "Supplier Quotation",
-		"width": 90
+		"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
+	return columns
+
+def get_message():
+	return  """<span class="indicator">
+		Valid till : &nbsp;&nbsp;
+		</span>
+		<span class="indicator orange">
+		Expires in a week or less
+		</span>
+		&nbsp;&nbsp;
+		<span class="indicator red">
+		Expires today / Already Expired
+		</span>"""

erpnext/communication/doctype/call_log/call_log.json

@@ -1,4 +1,5 @@
 {
+ "actions": [],
  "autoname": "field:id",
  "creation": "2019-06-05 12:07:02.634534",
  "doctype": "DocType",
@@ -14,6 +15,7 @@
   "contact",
   "contact_name",
   "column_break_10",
+  "customer",
   "lead",
   "lead_name",
   "section_break_5",
@@ -28,7 +30,8 @@
   },
   {
    "fieldname": "section_break_5",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Call Details"
   },
   {
    "fieldname": "id",
@@ -125,10 +128,19 @@
    "in_list_view": 1,
    "label": "Lead Name",
    "read_only": 1
+  },
+  {
+   "fieldname": "customer",
+   "fieldtype": "Link",
+   "label": "Customer",
+   "options": "Customer",
+   "read_only": 1
   }
  ],
  "in_create": 1,
- "modified": "2019-08-06 05:46:53.144683",
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2020-08-25 17:08:34.085731",
  "modified_by": "Administrator",
  "module": "Communication",
  "name": "Call Log",

erpnext/communication/doctype/call_log/call_log.py

@@ -16,6 +16,9 @@ class CallLog(Document):
 		self.contact = get_contact_with_phone_number(number)
 		self.lead = get_lead_with_phone_number(number)
 
+		contact = frappe.get_doc("Contact", self.contact)
+		self.customer = contact.get_link_for("Customer")
+
 	def after_insert(self):
 		self.trigger_call_popup()
 

erpnext/controllers/accounts_controller.py

@@ -7,6 +7,7 @@ import json
 from frappe import _, throw
 from frappe.utils import (today, flt, cint, fmt_money, formatdate,
 	getdate, add_days, add_months, get_last_day, nowdate, get_link_to_form)
+from frappe.model.workflow import get_workflow_name, is_transition_condition_satisfied, WorkflowPermissionError
 from erpnext.stock.get_item_details import get_conversion_factor, get_item_details
 from erpnext.setup.utils import get_exchange_rate
 from erpnext.accounts.utils import get_fiscal_years, validate_fiscal_year, get_account_currency
@@ -19,7 +20,7 @@ from erpnext.accounts.doctype.pricing_rule.utils import (apply_pricing_rule_on_t
 from erpnext.exceptions import InvalidCurrency
 from six import text_type
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
-from erpnext.stock.get_item_details import get_item_warehouse
+from erpnext.stock.get_item_details import get_item_warehouse, _get_item_tax_template, get_item_tax_map
 from erpnext.stock.doctype.packed_item.packed_item import make_packing_list
 
 force_item_fields = ("item_group", "brand", "stock_uom", "is_fixed_asset", "item_tax_rate", "pricing_rules")
@@ -1157,6 +1158,18 @@ def get_supplier_block_status(party_name):
 	}
 	return info
 
+def set_child_tax_template_and_map(item, child_item, parent_doc):
+	args = {
+			'item_code': item.item_code,
+			'posting_date': parent_doc.transaction_date,
+			'tax_category': parent_doc.get('tax_category'),
+			'company': parent_doc.get('company')
+		}
+
+	child_item.item_tax_template = _get_item_tax_template(args, item.taxes)
+	if child_item.get("item_tax_template"):
+		child_item.item_tax_rate = get_item_tax_map(parent_doc.get('company'), child_item.item_tax_template, as_json=True)
+
 def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, trans_item):
 	"""
 	Returns a Sales Order Item child item containing the default values
@@ -1168,8 +1181,10 @@ def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname,
 	child_item.item_name = item.item_name
 	child_item.description = item.description
 	child_item.delivery_date = trans_item.get('delivery_date') or p_doc.delivery_date
-	child_item.conversion_factor = flt(trans_item.get('conversion_factor')) or get_conversion_factor(item.item_code, item.stock_uom).get("conversion_factor") or 1.0
+	child_item.uom = trans_item.get("uom") or item.stock_uom
-	child_item.uom = item.stock_uom
+	conversion_factor = flt(get_conversion_factor(item.item_code, child_item.uom).get("conversion_factor"))
+	child_item.conversion_factor = flt(trans_item.get('conversion_factor')) or conversion_factor
+	set_child_tax_template_and_map(item, child_item, p_doc)
 	child_item.warehouse = get_item_warehouse(item, p_doc, overwrite_warehouse=True)
 	if not child_item.warehouse:
 		frappe.throw(_("Cannot find {} for item {}. Please set the same in Item Master or Stock Settings.")
@@ -1188,13 +1203,15 @@ def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docna
 	child_item.item_name = item.item_name
 	child_item.description = item.description
 	child_item.schedule_date = trans_item.get('schedule_date') or p_doc.schedule_date
-	child_item.conversion_factor = flt(trans_item.get('conversion_factor')) or get_conversion_factor(item.item_code, item.stock_uom).get("conversion_factor") or 1.0
+	child_item.uom = trans_item.get("uom") or item.stock_uom
-	child_item.uom = item.stock_uom
+	conversion_factor = flt(get_conversion_factor(item.item_code, child_item.uom).get("conversion_factor"))
+	child_item.conversion_factor = flt(trans_item.get('conversion_factor')) or conversion_factor
 	child_item.base_rate = 1 # Initiallize value will update in parent validation
 	child_item.base_amount = 1 # Initiallize value will update in parent validation
+	set_child_tax_template_and_map(item, child_item, p_doc)
 	return child_item
 
-def check_and_delete_children(parent, data):
+def validate_and_delete_children(parent, data):
 	deleted_children = []
 	updated_item_names = [d.get("docname") for d in data]
 	for item in parent.items:
@@ -1221,18 +1238,40 @@ def check_and_delete_children(parent, data):
 
 @frappe.whitelist()
 def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, child_docname="items"):
-	def check_permissions(doc, perm_type='create'):
+	def check_doc_permissions(doc, perm_type='create'):
 		try:
 			doc.check_permission(perm_type)
-		except:
+		except frappe.PermissionError:
-			action = "add" if perm_type == 'create' else "update"
+			actions = { 'create': 'add', 'write': 'update', 'cancel': 'remove' }
-			frappe.throw(_("You do not have permissions to {} items in a Sales Order.").format(action), title=_("Insufficient Permissions"))
+
+			frappe.throw(_("You do not have permissions to {} items in a {}.")
+				.format(actions[perm_type], parent_doctype), title=_("Insufficient Permissions"))
+
+	def validate_workflow_conditions(doc):
+		workflow = get_workflow_name(doc.doctype)
+		if not workflow:
+			return
+
+		workflow_doc = frappe.get_doc("Workflow", workflow)
+		current_state = doc.get(workflow_doc.workflow_state_field)
+		roles = frappe.get_roles()
+
+		transitions = []
+		for transition in workflow_doc.transitions:
+			if transition.next_state == current_state and transition.allowed in roles:
+				if not is_transition_condition_satisfied(transition, doc):
+					continue
+				transitions.append(transition.as_dict())
+
+		if not transitions:
+			frappe.throw(
+				_("You are not allowed to update as per the conditions set in {} Workflow.").format(get_link_to_form("Workflow", workflow)),
+				title=_("Insufficient Permissions")
+			)
 
 	def get_new_child_item(item_row):
-		if parent_doctype == "Sales Order":
+		new_child_function = set_sales_order_defaults if parent_doctype == "Sales Order" else set_purchase_order_defaults
-			return set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, item_row)
+		return new_child_function(parent_doctype, parent_doctype_name, child_docname, item_row)
-		if parent_doctype == "Purchase Order":
-			return set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docname, item_row)
 
 	def validate_quantity(child_item, d):
 		if parent_doctype == "Sales Order" and flt(d.get("qty")) < flt(child_item.delivered_qty):
@@ -1246,21 +1285,23 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
 	sales_doctypes = ['Sales Order', 'Sales Invoice', 'Delivery Note', 'Quotation']
 	parent = frappe.get_doc(parent_doctype, parent_doctype_name)
 
-	check_and_delete_children(parent, data)
+	check_doc_permissions(parent, 'cancel')
+	validate_and_delete_children(parent, data)
 
 	for d in data:
 		new_child_flag = False
 		if not d.get("docname"):
 			new_child_flag = True
-			check_permissions(parent, 'create')
+			check_doc_permissions(parent, 'create')
 			child_item = get_new_child_item(d)
 		else:
-			check_permissions(parent, 'write')
+			check_doc_permissions(parent, 'write')
 			child_item = frappe.get_doc(parent_doctype + ' Item', d.get("docname"))
 
 			prev_rate, new_rate = flt(child_item.get("rate")), flt(d.get("rate"))
 			prev_qty, new_qty = flt(child_item.get("qty")), flt(d.get("qty"))
 			prev_con_fac, new_con_fac = flt(child_item.get("conversion_factor")), flt(d.get("conversion_factor"))
+			prev_uom, new_uom = child_item.get("uom"), d.get("uom")
 
 			if parent_doctype == 'Sales Order':
 				prev_date, new_date = child_item.get("delivery_date"), d.get("delivery_date")
@@ -1269,9 +1310,10 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
 
 			rate_unchanged = prev_rate == new_rate
 			qty_unchanged = prev_qty == new_qty
+			uom_unchanged = prev_uom == new_uom
 			conversion_factor_unchanged = prev_con_fac == new_con_fac
 			date_unchanged = prev_date == new_date if prev_date and new_date else False # in case of delivery note etc
-			if rate_unchanged and qty_unchanged and conversion_factor_unchanged and date_unchanged:
+			if rate_unchanged and qty_unchanged and conversion_factor_unchanged and uom_unchanged and date_unchanged:
 				continue
 
 		validate_quantity(child_item, d)
@@ -1291,6 +1333,11 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
 			else:
 				child_item.conversion_factor = flt(d.get('conversion_factor'))
 
+		if d.get("uom"):
+			child_item.uom = d.get("uom")
+			conversion_factor = flt(get_conversion_factor(child_item.item_code, child_item.uom).get("conversion_factor"))
+			child_item.conversion_factor = flt(d.get('conversion_factor')) or conversion_factor
+
 		if d.get("delivery_date") and parent_doctype == 'Sales Order':
 			child_item.delivery_date = d.get('delivery_date')
 
@@ -1356,12 +1403,17 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
 		parent.update_receiving_percentage()
 		if parent.is_subcontracted == "Yes":
 			parent.update_reserved_qty_for_subcontract()
+			parent.create_raw_materials_supplied("supplied_items")
+			parent.save()
 	else:
 		parent.update_reserved_qty()
 		parent.update_project()
 		parent.update_prevdoc_status('submit')
 		parent.update_delivery_status()
 
+	parent.reload()
+	validate_workflow_conditions(parent)
+
 	parent.update_blanket_order()
 	parent.update_billing_percentage()
 	parent.set_status()

erpnext/controllers/queries.py

@@ -165,9 +165,14 @@ def tax_account_query(doctype, txt, searchfield, start, page_len, filters):
 				AND company = %(company)s
 				AND account_currency = %(currency)s
 				AND `{searchfield}` LIKE %(txt)s
+				{mcond}
 			ORDER BY idx DESC, name
 			LIMIT %(offset)s, %(limit)s
-		""".format(account_type_condition=account_type_condition, searchfield=searchfield),
+		""".format(
+				account_type_condition=account_type_condition,
+				searchfield=searchfield,
+				mcond=get_match_cond(doctype)
+			),
 			dict(
 				account_types=filters.get("account_type"),
 				company=filters.get("company"),
@@ -359,9 +364,21 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
 	if filters.get("is_return"):
 		having_clause = ""
 
+	meta = frappe.get_meta("Batch", cached=True)
+	searchfields = meta.get_search_fields()
+
+	search_columns = ''
+	if searchfields:
+		search_columns = ", " + ", ".join(searchfields)
+
 	if args.get('warehouse'):
+		searchfields = ['batch.' + field for field in searchfields]
+		if searchfields:
+			search_columns = ", " + ", ".join(searchfields)
+
 		batch_nos = frappe.db.sql("""select sle.batch_no, round(sum(sle.actual_qty),2), sle.stock_uom,
 				concat('MFG-',batch.manufacturing_date), concat('EXP-',batch.expiry_date)
+				{search_columns}
 			from `tabStock Ledger Entry` sle
 				INNER JOIN `tabBatch` batch on sle.batch_no = batch.name
 			where
@@ -377,6 +394,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
 			group by batch_no {having_clause}
 			order by batch.expiry_date, sle.batch_no desc
 			limit %(start)s, %(page_len)s""".format(
+				search_columns = search_columns,
 				cond=cond,
 				match_conditions=get_match_cond(doctype),
 				having_clause = having_clause
@@ -384,7 +402,9 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
 
 		return batch_nos
 	else:
-		return frappe.db.sql("""select name, concat('MFG-', manufacturing_date), concat('EXP-',expiry_date) from `tabBatch` batch
+		return frappe.db.sql("""select name, concat('MFG-', manufacturing_date), concat('EXP-',expiry_date)
+			{search_columns}
+			from `tabBatch` batch
 			where batch.disabled = 0
 			and item = %(item_code)s
 			and (name like %(txt)s
@@ -394,7 +414,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
 			{0}
 			{match_conditions}
 			order by expiry_date, name desc
-			limit %(start)s, %(page_len)s""".format(cond, match_conditions=get_match_cond(doctype)), args)
+			limit %(start)s, %(page_len)s""".format(cond, search_columns = search_columns, match_conditions=get_match_cond(doctype)), args)
 
 
 @frappe.whitelist()

erpnext/controllers/sales_and_purchase_return.py

@@ -242,7 +242,8 @@ def make_return_doc(doctype, source_name, target_doc=None):
 						'type': data.type,
 						'amount': -1 * paid_amount,
 						'base_amount': -1 * base_paid_amount,
-						'account': data.account
+						'account': data.account,
+						'default': data.default
 					})
 				if doc.is_pos:
 					doc.paid_amount = -1 * source.paid_amount

erpnext/controllers/selling_controller.py

@@ -81,6 +81,7 @@ class SellingController(StockController):
 			party_details = _get_party_details(customer,
 				ignore_permissions=self.flags.ignore_permissions,
 				doctype=self.doctype, company=self.company,
+				posting_date=self.get('posting_date'),
 				fetch_payment_terms_template=fetch_payment_terms_template,
 				party_address=self.customer_address, shipping_address=self.shipping_address_name)
 			if not self.meta.get_field("sales_team"):

erpnext/controllers/status_updater.py

@@ -255,7 +255,7 @@ class StatusUpdater(Document):
 				args['second_source_condition'] = """ + ifnull((select sum(%(second_source_field)s)
 					from `tab%(second_source_dt)s`
 					where `%(second_join_field)s`="%(detail_id)s"
-					and (`tab%(second_source_dt)s`.docstatus=1) %(second_source_extra_cond)s), 0) """ % args
+					and (`tab%(second_source_dt)s`.docstatus=1) %(second_source_extra_cond)s FOR UPDATE), 0)""" % args
 
 			if args['detail_id']:
 				if not args.get("extra_cond"): args["extra_cond"] = ""

erpnext/crm/desk_page/crm/crm.json

@@ -8,7 +8,7 @@
   {
    "hidden": 0,
    "label": "Reports",
-   "links": "[\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Lead Details\",\n        \"name\": \"Lead Details\",\n        \"onboard\": 1,\n        \"type\": \"report\"\n    },\n    {\n        \"icon\": \"fa fa-bar-chart\",\n        \"label\": \"Sales Funnel\",\n        \"name\": \"sales-funnel\",\n        \"onboard\": 1,\n        \"type\": \"page\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Prospects Engaged But Not Converted\",\n        \"name\": \"Prospects Engaged But Not Converted\",\n        \"onboard\": 1,\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Opportunity\"\n        ],\n        \"doctype\": \"Opportunity\",\n        \"is_query_report\": true,\n        \"label\": \"Minutes to First Response for Opportunity\",\n        \"name\": \"Minutes to First Response for Opportunity\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Sales Order\"\n        ],\n        \"doctype\": \"Sales Order\",\n        \"is_query_report\": true,\n        \"label\": \"Inactive Customers\",\n        \"name\": \"Inactive Customers\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Campaign Efficiency\",\n        \"name\": \"Campaign Efficiency\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Lead Owner Efficiency\",\n        \"name\": \"Lead Owner Efficiency\",\n        \"type\": \"report\"\n    }\n]"
+   "links": "[\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Lead Details\",\n        \"name\": \"Lead Details\",\n        \"onboard\": 1,\n        \"type\": \"report\"\n    },\n    {\n        \"icon\": \"fa fa-bar-chart\",\n        \"label\": \"Sales Funnel\",\n        \"name\": \"sales-funnel\",\n        \"onboard\": 1,\n        \"type\": \"page\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Prospects Engaged But Not Converted\",\n        \"name\": \"Prospects Engaged But Not Converted\",\n        \"onboard\": 1,\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Opportunity\"\n        ],\n        \"doctype\": \"Opportunity\",\n        \"is_query_report\": true,\n        \"label\": \"First Response Time for Opportunity\",\n        \"name\": \"First Response Time for Opportunity\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Sales Order\"\n        ],\n        \"doctype\": \"Sales Order\",\n        \"is_query_report\": true,\n        \"label\": \"Inactive Customers\",\n        \"name\": \"Inactive Customers\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Campaign Efficiency\",\n        \"name\": \"Campaign Efficiency\",\n        \"type\": \"report\"\n    },\n    {\n        \"dependencies\": [\n            \"Lead\"\n        ],\n        \"doctype\": \"Lead\",\n        \"is_query_report\": true,\n        \"label\": \"Lead Owner Efficiency\",\n        \"name\": \"Lead Owner Efficiency\",\n        \"type\": \"report\"\n    }\n]"
   },
   {
    "hidden": 0,
@@ -42,7 +42,7 @@
  "idx": 0,
  "is_standard": 1,
  "label": "CRM",
- "modified": "2020-05-28 13:33:52.906750",
+ "modified": "2020-08-11 18:55:18.238900",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "CRM",

erpnext/crm/doctype/lead/lead.py

@@ -27,9 +27,6 @@ class Lead(SellingController):
 
 	def after_insert(self):
 		self.update_links()
-		# after the address and contact are created, flush the field values
-		# to avoid inconsistent reporting in case the documents are changed
-		self.flush_address_and_contact_fields()
 
 	def validate(self):
 		self.set_lead_name()
@@ -210,14 +207,6 @@ class Lead(SellingController):
 			})
 			self.contact_doc.save()
 
-	def flush_address_and_contact_fields(self):
-		fields = ['address_type', 'address_line1', 'address_line2', 'address_title',
-			'city', 'county', 'country', 'fax', 'pincode', 'state']
-
-		for field in fields:
-			self.set(field, None)
-
-
 @frappe.whitelist()
 def make_customer(source_name, target_doc=None):
 	return _make_customer(source_name, target_doc)
@@ -376,3 +365,8 @@ def get_lead_with_phone_number(number):
 	lead = leads[0].name if leads else None
 
 	return lead
+
+def daily_open_lead():
+	leads = frappe.get_all("Lead", filters = [["contact_date", "Between", [nowdate(), nowdate()]]])
+	for lead in leads:
+		frappe.db.set_value("Lead", lead.name, "status", "Open")

erpnext/crm/doctype/opportunity/opportunity.json

@@ -24,7 +24,7 @@
   "converted_by",
   "sales_stage",
   "order_lost_reason",
-  "mins_to_first_response",
+  "first_response_time",
   "expected_closing",
   "next_contact",
   "contact_by",
@@ -152,13 +152,6 @@
    "no_copy": 1,
    "read_only": 1
   },
-  {
-   "bold": 1,
-   "fieldname": "mins_to_first_response",
-   "fieldtype": "Float",
-   "label": "Mins to first response",
-   "read_only": 1
-  },
   {
    "fieldname": "expected_closing",
    "fieldtype": "Date",
@@ -419,12 +412,19 @@
    "fieldtype": "Link",
    "label": "Converted By",
    "options": "User"
+  },
+  {
+   "bold": 1,
+   "fieldname": "first_response_time",
+   "fieldtype": "Duration",
+   "label": "First Response Time",
+   "read_only": 1
   }
  ],
  "icon": "fa fa-info-sign",
  "idx": 195,
  "links": [],
- "modified": "2020-08-11 17:34:35.066961",
+ "modified": "2020-08-12 17:34:35.066961",
  "modified_by": "Administrator",
  "module": "CRM",
  "name": "Opportunity",

erpnext/crm/doctype/opportunity/opportunity.py

@@ -267,6 +267,9 @@ def make_quotation(source_name, target_doc=None):
 
 @frappe.whitelist()
 def make_request_for_quotation(source_name, target_doc=None):
+	def update_item(obj, target, source_parent):
+		target.conversion_factor = 1.0
+
 	doclist = get_mapped_doc("Opportunity", source_name, {
 		"Opportunity": {
 			"doctype": "Request for Quotation"
@@ -277,7 +280,8 @@ def make_request_for_quotation(source_name, target_doc=None):
 				["name", "opportunity_item"],
 				["parent", "opportunity"],
 				["uom", "uom"]
-			]
+			],
+			"postprocess": update_item
 		}
 	}, target_doc)
 

erpnext/crm/doctype/opportunity/test_opportunity.py

@@ -82,7 +82,8 @@ def make_opportunity(**args):
 	if args.with_items:
 		opp_doc.append('items', {
 			"item_code": args.item_code or "_Test Item",
-			"qty": args.qty or 1
+			"qty": args.qty or 1,
+			"uom": "_Test UOM"
 		})
 
 	opp_doc.insert()

erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.js

@@ -1,33 +1,44 @@
 // Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
+/* eslint-disable */
 
-frappe.query_reports["Minutes to First Response for Opportunity"] = {
+frappe.query_reports["First Response Time for Opportunity"] = {
 	"filters": [
 		{
 			"fieldname": "from_date",
 			"label": __("From Date"),
 			"fieldtype": "Date",
-			'reqd': 1,
+			"reqd": 1,
 			"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
 		},
 		{
 			"fieldname": "to_date",
 			"label": __("To Date"),
 			"fieldtype": "Date",
-			'reqd': 1,
+			"reqd": 1,
 			"default": frappe.datetime.nowdate()
 		},
 	],
-	get_chart_data: function (columns, result) {
+	get_chart_data: function (_columns, result) {
 		return {
 			data: {
 				labels: result.map(d => d[0]),
 				datasets: [{
-					name: 'Mins to first response',
+					name: "First Response Time",
 					values: result.map(d => d[1])
 				}]
 			},
-			type: 'line',
+			type: "line",
+			tooltipOptions: {
+				formatTooltipY: d => {
+					let duration_options = {
+						hide_days: 0,
+						hide_seconds: 0
+					};
+					value = frappe.utils.get_formatted_duration(d, duration_options);
+					return value;
+				}
+			}
 		}
 	}
-}
+};

erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.json

@@ -0,0 +1,28 @@
+{
+ "add_total_row": 0,
+ "creation": "2020-08-10 18:34:19.083872",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "idx": 0,
+ "is_standard": "Yes",
+ "letter_head": "Test 2",
+ "modified": "2020-08-10 18:34:19.083872",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "First Response Time for Opportunity",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Opportunity",
+ "report_name": "First Response Time for Opportunity",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "Sales User"
+  },
+  {
+   "role": "Sales Manager"
+  }
+ ]
+}

erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.py

@@ -0,0 +1,35 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute(filters=None):
+	columns = [
+		{
+			'fieldname': 'creation_date',
+			'label': 'Date',
+			'fieldtype': 'Date',
+			'width': 300
+		},
+		{
+			'fieldname': 'first_response_time',
+			'fieldtype': 'Duration',
+			'label': 'First Response Time',
+			'width': 300
+		},
+	]
+
+	data = frappe.db.sql('''
+		SELECT
+			date(creation) as creation_date,
+			avg(first_response_time) as avg_response_time
+		FROM tabOpportunity
+		WHERE
+			date(creation) between %s and %s
+			and first_response_time > 0
+		GROUP BY creation_date
+		ORDER BY creation_date desc
+	''', (filters.from_date, filters.to_date))
+
+	return columns, data

erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.json

@@ -1,26 +0,0 @@
-{
- "add_total_row": 0, 
- "apply_user_permissions": 0, 
- "creation": "2016-06-17 11:28:25.867258", 
- "disabled": 0, 
- "docstatus": 0, 
- "doctype": "Report", 
- "idx": 2, 
- "is_standard": "Yes", 
- "modified": "2017-02-24 20:06:08.801109", 
- "modified_by": "Administrator", 
- "module": "CRM", 
- "name": "Minutes to First Response for Opportunity", 
- "owner": "Administrator", 
- "ref_doctype": "Opportunity", 
- "report_name": "Minutes to First Response for Opportunity", 
- "report_type": "Script Report", 
- "roles": [
-  {
-   "role": "Sales User"
-  }, 
-  {
-   "role": "Sales Manager"
-  }
- ]
-}

erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.py

@@ -1,28 +0,0 @@
-# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
-# For license information, please see license.txt
-
-from __future__ import unicode_literals
-import frappe
-
-def execute(filters=None):
-	columns = [
-		{
-			'fieldname': 'creation_date',
-			'label': 'Date',
-			'fieldtype': 'Date'
-		},
-		{
-			'fieldname': 'mins',
-			'fieldtype': 'Float',
-			'label': 'Mins to First Response'
-		},
-	]
-
-	data = frappe.db.sql('''select date(creation) as creation_date,
-		avg(mins_to_first_response) as mins
-		from tabOpportunity
-			where date(creation) between %s and %s
-			and mins_to_first_response > 0
-		group by creation_date order by creation_date desc''', (filters.from_date, filters.to_date))
-
-	return columns, data

erpnext/education/doctype/question/question.json

@@ -13,7 +13,7 @@
  "fields": [
   {
    "fieldname": "question",
-   "fieldtype": "Small Text",
+   "fieldtype": "Text Editor",
    "in_list_view": 1,
    "label": "Question",
    "reqd": 1
@@ -34,7 +34,7 @@
    "read_only": 1
   }
  ],
- "modified": "2019-05-30 18:39:21.880974",
+ "modified": "2020-09-24 18:39:21.880974",
  "modified_by": "Administrator",
  "module": "Education",
  "name": "Question",
@@ -77,4 +77,4 @@
  "quick_entry": 1,
  "sort_field": "modified",
  "sort_order": "DESC"
-}
+}

erpnext/education/doctype/quiz_question/quiz_question.json

@@ -20,14 +20,14 @@
   {
    "fetch_from": "question_link.question",
    "fieldname": "question",
-   "fieldtype": "Data",
+   "fieldtype": "Text Editor",
    "in_list_view": 1,
    "label": "Question",
    "read_only": 1
   }
  ],
  "istable": 1,
- "modified": "2019-06-12 12:24:02.312577",
+ "modified": "2020-09-24 12:24:02.312577",
  "modified_by": "Administrator",
  "module": "Education",
  "name": "Quiz Question",
@@ -37,4 +37,4 @@
  "sort_field": "modified",
  "sort_order": "DESC",
  "track_changes": 1
-}
+}

erpnext/education/doctype/student/student.js

@@ -3,15 +3,15 @@
 
 frappe.ui.form.on('Student', {
 	setup: function(frm) {
-		frm.add_fetch("guardian", "guardian_name", "guardian_name");
+		frm.add_fetch('guardian', 'guardian_name', 'guardian_name');
-		frm.add_fetch("student", "title", "full_name");
+		frm.add_fetch('student', 'title', 'full_name');
-		frm.add_fetch("student", "gender", "gender");
+		frm.add_fetch('student', 'gender', 'gender');
-		frm.add_fetch("student", "date_of_birth", "date_of_birth");
+		frm.add_fetch('student', 'date_of_birth', 'date_of_birth');
 
-		frm.set_query("student", "siblings", function(doc, cdt, cdn) {
+		frm.set_query('student', 'siblings', function(doc) {
 			return {
-				"filters": {
+				'filters': {
-					"name": ["!=", doc.name]
+					'name': ['!=', doc.name]
 				}
 			};
 		})
@@ -25,6 +25,12 @@ frappe.ui.form.on('Student', {
 					{party_type:'Student', party:frm.doc.name});
 			});
 		}
+
+		frappe.db.get_value('Education Settings', {name: 'Education Settings'}, 'user_creation_skip', (r) => {
+			if (cint(r.user_creation_skip) !== 1) {
+				frm.set_df_property('student_email_id', 'reqd', 1);
+			}
+		});
 	}
 });
 

erpnext/education/doctype/student/student.json

@@ -102,7 +102,6 @@
    "fieldtype": "Data",
    "in_global_search": 1,
    "label": "Student Email Address",
-   "reqd": 1,
    "unique": 1
   },
   {
@@ -255,7 +254,7 @@
  ],
  "image_field": "image",
  "links": [],
- "modified": "2020-07-23 18:14:06.366442",
+ "modified": "2020-09-07 19:28:08.914568",
  "modified_by": "Administrator",
  "module": "Education",
  "name": "Student",

erpnext/education/doctype/student_applicant/student_applicant.js

@@ -7,7 +7,7 @@ frappe.ui.form.on("Student Applicant", {
 	},
 
 	refresh: function(frm) {
-		if(frm.doc.application_status== "Applied" && frm.doc.docstatus== 1 ) {
+		if (frm.doc.application_status==="Applied" && frm.doc.docstatus===1 ) {
 			frm.add_custom_button(__("Approve"), function() {
 				frm.set_value("application_status", "Approved");
 				frm.save_or_update();
@@ -20,10 +20,11 @@ frappe.ui.form.on("Student Applicant", {
 			}, 'Actions');
 		}
 
-		if(frm.doc.application_status== "Approved" && frm.doc.docstatus== 1 ) {
+		if (frm.doc.application_status === "Approved" && frm.doc.docstatus === 1) {
 			frm.add_custom_button(__("Enroll"), function() {
 				frm.events.enroll(frm)
 			}).addClass("btn-primary");
+
 			frm.add_custom_button(__("Reject"), function() {
 				frm.set_value("application_status", "Rejected");
 				frm.save_or_update();
@@ -35,7 +36,13 @@ frappe.ui.form.on("Student Applicant", {
 				frappe.hide_msgprint(true);
 				frappe.show_progress(__("Enrolling student"), data.progress[0],data.progress[1]);
 			}
-		})
+		});
+
+		frappe.db.get_value("Education Settings", {name: "Education Settings"}, "user_creation_skip", (r) => {
+			if (cint(r.user_creation_skip) !== 1) {
+				frm.set_df_property("student_email_id", "reqd", 1);
+			}
+		});
 	},
 
 	enroll: function(frm) {

erpnext/erpnext_integrations/desk_page/erpnext_integrations/erpnext_integrations.json

@@ -0,0 +1,40 @@
+{
+ "cards": [
+  {
+   "hidden": 0,
+   "label": "Marketplace",
+   "links": "[\n    {\n        \"description\": \"Woocommerce marketplace settings\",\n        \"label\": \"Woocommerce Settings\",\n        \"name\": \"Woocommerce Settings\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Amazon MWS settings\",\n        \"label\": \"Amazon MWS Settings\",\n        \"name\": \"Amazon MWS Settings\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Shopify settings\",\n        \"label\": \"Shopify Settings\",\n        \"name\": \"Shopify Settings\",\n        \"type\": \"doctype\"\n    }\n]"
+  },
+  {
+   "hidden": 0,
+   "label": "Payments",
+   "links": "[\n    {\n        \"description\": \"GoCardless payment gateway settings\",\n        \"label\": \"GoCardless Settings\",\n        \"name\": \"GoCardless Settings\",\n        \"type\": \"doctype\"\n    }\n]"
+  },
+  {
+   "hidden": 0,
+   "label": "Settings",
+   "links": "[\n    {\n        \"description\": \"Plaid settings\",\n        \"label\": \"Plaid Settings\",\n        \"name\": \"Plaid Settings\",\n        \"type\": \"doctype\"\n    },\n    {\n        \"description\": \"Exotel settings\",\n        \"label\": \"Exotel Settings\",\n        \"name\": \"Exotel Settings\",\n        \"type\": \"doctype\"\n    }\n]"
+  }
+ ],
+ "category": "Modules",
+ "charts": [],
+ "creation": "2020-08-20 19:30:48.138801",
+ "developer_mode_only": 0,
+ "disable_user_customization": 0,
+ "docstatus": 0,
+ "doctype": "Desk Page",
+ "extends": "Integrations",
+ "extends_another_page": 1,
+ "hide_custom": 1,
+ "idx": 0,
+ "is_standard": 1,
+ "label": "ERPNext Integrations",
+ "modified": "2020-08-23 16:30:51.494655",
+ "modified_by": "Administrator",
+ "module": "ERPNext Integrations",
+ "name": "ERPNext Integrations",
+ "owner": "Administrator",
+ "pin_to_bottom": 0,
+ "pin_to_top": 0,
+ "shortcuts": []
+}

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py

@@ -2,81 +2,90 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
-from __future__ import unicode_literals
+import plaid
-from frappe import _
+import requests
-from frappe.utils.password import get_decrypted_password
+from plaid.errors import APIError, ItemError, InvalidRequestError
-from plaid import Client
-from plaid.errors import APIError, ItemError
 
 import frappe
-import requests
+from frappe import _
+
 
 class PlaidConnector():
 	def __init__(self, access_token=None):
-
-		plaid_settings = frappe.get_single("Plaid Settings")
-
-		self.config = {
-			"plaid_client_id": plaid_settings.plaid_client_id,
-			"plaid_secret": get_decrypted_password("Plaid Settings", "Plaid Settings", 'plaid_secret'),
-			"plaid_public_key": plaid_settings.plaid_public_key,
-			"plaid_env": plaid_settings.plaid_env
-		}
-
-		self.client = Client(client_id=self.config.get("plaid_client_id"),
-			secret=self.config.get("plaid_secret"),
-			public_key=self.config.get("plaid_public_key"),
-			environment=self.config.get("plaid_env")
-			)
-
 		self.access_token = access_token
+		self.settings = frappe.get_single("Plaid Settings")
+		self.products = ["auth", "transactions"]
+		self.client_name = frappe.local.site
+		self.client = plaid.Client(
+			client_id=self.settings.plaid_client_id,
+			secret=self.settings.get_password("plaid_secret"),
+			environment=self.settings.plaid_env,
+			api_version="2019-05-29"
+		)
 
 	def get_access_token(self, public_token):
 		if public_token is None:
 			frappe.log_error(_("Public token is missing for this bank"), _("Plaid public token error"))
-
 		response = self.client.Item.public_token.exchange(public_token)
-		access_token = response['access_token']
+		access_token = response["access_token"]
-
 		return access_token
 
+	def get_link_token(self):
+		token_request = {
+			"client_name": self.client_name,
+			"client_id": self.settings.plaid_client_id,
+			"secret": self.settings.plaid_secret,
+			"products": self.products,
+			# only allow Plaid-supported languages and countries (LAST: Sep-19-2020)
+			"language": frappe.local.lang if frappe.local.lang in ["en", "fr", "es", "nl"] else "en",
+			"country_codes": ["US", "CA", "FR", "IE", "NL", "ES", "GB"],
+			"user": {
+				"client_user_id": frappe.generate_hash(frappe.session.user, length=32)
+			}
+		}
+
+		try:
+			response = self.client.LinkToken.create(token_request)
+		except InvalidRequestError:
+			frappe.log_error(frappe.get_traceback(), _("Plaid invalid request error"))
+			frappe.msgprint(_("Please check your Plaid client ID and secret values"))
+		except APIError as e:
+			frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
+			frappe.throw(_(str(e)), title=_("Authentication Failed"))
+		else:
+			return response["link_token"]
+
 	def auth(self):
 		try:
 			self.client.Auth.get(self.access_token)
-			print("Authentication successful.....")
 		except ItemError as e:
-			if e.code == 'ITEM_LOGIN_REQUIRED':
+			if e.code == "ITEM_LOGIN_REQUIRED":
-				pass
-			else:
 				pass
 		except APIError as e:
-			if e.code == 'PLANNED_MAINTENANCE':
+			if e.code == "PLANNED_MAINTENANCE":
-				pass
-			else:
 				pass
 		except requests.Timeout:
 			pass
 		except Exception as e:
-			print(e)
 			frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
-			frappe.msgprint({"title": _("Authentication Failed"), "message":e, "raise_exception":1, "indicator":'red'})
+			frappe.throw(_(str(e)), title=_("Authentication Failed"))
 
 	def get_transactions(self, start_date, end_date, account_id=None):
+		self.auth()
+		kwargs = dict(
+			access_token=self.access_token,
+			start_date=start_date,
+			end_date=end_date
+		)
+		if account_id:
+			kwargs.update(dict(account_ids=[account_id]))
+
 		try:
-			self.auth()
+			response = self.client.Transactions.get(**kwargs)
-			if account_id:
+			transactions = response["transactions"]
-				account_ids = [account_id]
+			while len(transactions) < response["total_transactions"]:
-
-				response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, account_ids=account_ids)
-
-			else:
-				response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date)
-
-			transactions = response['transactions']
-
-			while len(transactions) < response['total_transactions']:
 				response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, offset=len(transactions))
-				transactions.extend(response['transactions'])
+				transactions.extend(response["transactions"])
 			return transactions
 		except Exception:
 			frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js

@@ -4,14 +4,14 @@
 frappe.provide("erpnext.integrations");
 
 frappe.ui.form.on('Plaid Settings', {
-	enabled: function(frm) {
+	enabled: function (frm) {
 		frm.toggle_reqd('plaid_client_id', frm.doc.enabled);
 		frm.toggle_reqd('plaid_secret', frm.doc.enabled);
-		frm.toggle_reqd('plaid_public_key', frm.doc.enabled);
 		frm.toggle_reqd('plaid_env', frm.doc.enabled);
 	},
-	refresh: function(frm) {
+
-		if(frm.doc.enabled) {
+	refresh: function (frm) {
+		if (frm.doc.enabled) {
 			frm.add_custom_button('Link a new bank account', () => {
 				new erpnext.integrations.plaidLink(frm);
 			});
@@ -22,17 +22,16 @@ frappe.ui.form.on('Plaid Settings', {
 erpnext.integrations.plaidLink = class plaidLink {
 	constructor(parent) {
 		this.frm = parent;
-		this.product = ["transactions", "auth"];
 		this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
 		this.init_config();
 	}
 
-	init_config() {
+	async init_config() {
-		const me = this;
+		this.product = ["auth", "transactions"];
-		me.plaid_env = me.frm.doc.plaid_env;
+		this.plaid_env = this.frm.doc.plaid_env;
-		me.plaid_public_key = me.frm.doc.plaid_public_key;
+		this.client_name = frappe.boot.sitename;
-		me.client_name = frappe.boot.sitename;
+		this.token = await this.frm.call("get_link_token").then(resp => resp.message);
-		me.init_plaid();
+		this.init_plaid();
 	}
 
 	init_plaid() {
@@ -69,17 +68,17 @@ erpnext.integrations.plaidLink = class plaidLink {
 	}
 
 	onScriptLoaded(me) {
-		me.linkHandler = window.Plaid.create({
+		me.linkHandler = Plaid.create({
 			clientName: me.client_name,
+			product: me.product,
 			env: me.plaid_env,
-			key: me.plaid_public_key,
+			token: me.token,
-			onSuccess: me.plaid_success,
+			onSuccess: me.plaid_success
-			product: me.product
 		});
 	}
 
 	onScriptError(error) {
-		frappe.msgprint('There was an issue loading the link-initialize.js script');
+		frappe.msgprint("There was an issue connecting to Plaid's authentication server");
 		frappe.msgprint(error);
 	}
 
@@ -87,21 +86,25 @@ erpnext.integrations.plaidLink = class plaidLink {
 		const me = this;
 
 		frappe.prompt({
-			fieldtype:"Link",
+			fieldtype: "Link",
 			options: "Company",
-			label:__("Company"),
+			label: __("Company"),
-			fieldname:"company",
+			fieldname: "company",
-			reqd:1
+			reqd: 1
 		}, (data) => {
 			me.company = data.company;
-			frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {token: token, response: response})
+			frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {
-				.then((result) => {
+				token: token,
-					frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {response: response,
+				response: response
-						bank: result, company: me.company});
+			}).then((result) => {
-				})
+				frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {
-				.then(() => {
+					response: response,
-					frappe.show_alert({message:__("Bank accounts added"), indicator:'green'});
+					bank: result,
+					company: me.company
 				});
+			}).then(() => {
+				frappe.show_alert({ message: __("Bank accounts added"), indicator: 'green' });
+			});
 		}, __("Select a company"), __("Continue"));
 	}
 };

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json

@@ -1,5 +1,4 @@
 {
- "actions": [],
  "creation": "2018-10-25 10:02:48.656165",
  "doctype": "DocType",
  "editable_grid": 1,
@@ -12,7 +11,6 @@
   "plaid_client_id",
   "plaid_secret",
   "column_break_7",
-  "plaid_public_key",
   "plaid_env"
  ],
  "fields": [
@@ -41,12 +39,6 @@
    "in_list_view": 1,
    "label": "Plaid Secret"
   },
-  {
-   "fieldname": "plaid_public_key",
-   "fieldtype": "Data",
-   "in_list_view": 1,
-   "label": "Plaid Public Key"
-  },
   {
    "fieldname": "plaid_env",
    "fieldtype": "Select",
@@ -69,8 +61,7 @@
   }
  ],
  "issingle": 1,
- "links": [],
+ "modified": "2020-09-12 02:31:44.542385",
- "modified": "2020-02-07 15:21:11.616231",
  "modified_by": "Administrator",
  "module": "ERPNext Integrations",
  "name": "Plaid Settings",

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py

@@ -2,30 +2,36 @@
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
 # For license information, please see license.txt
 
-from __future__ import unicode_literals
-import frappe
 import json
-from frappe import _
+
-from frappe.model.document import Document
+import frappe
 from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
 from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_connector import PlaidConnector
-from frappe.utils import getdate, formatdate, today, add_months
+from frappe import _
 from frappe.desk.doctype.tag.tag import add_tag
+from frappe.model.document import Document
+from frappe.utils import add_months, formatdate, getdate, today
+
 
 class PlaidSettings(Document):
-	pass
+	@staticmethod
+	def get_link_token():
+		plaid = PlaidConnector()
+		return plaid.get_link_token()
+
 
 @frappe.whitelist()
-def plaid_configuration():
+def get_plaid_configuration():
 	if frappe.db.get_single_value("Plaid Settings", "enabled"):
 		plaid_settings = frappe.get_single("Plaid Settings")
 		return {
-			"plaid_public_key": plaid_settings.plaid_public_key,
 			"plaid_env": plaid_settings.plaid_env,
+			"link_token": plaid_settings.get_link_token(),
 			"client_name": frappe.local.site
 		}
-	else:
+
-		return "disabled"
+	return "disabled"
+
 
 @frappe.whitelist()
 def add_institution(token, response):
@@ -33,6 +39,7 @@ def add_institution(token, response):
 
 	plaid = PlaidConnector()
 	access_token = plaid.get_access_token(token)
+	bank = None
 
 	if not frappe.db.exists("Bank", response["institution"]["name"]):
 		try:
@@ -44,7 +51,6 @@ def add_institution(token, response):
 			bank.insert()
 		except Exception:
 			frappe.throw(frappe.get_traceback())
-
 	else:
 		bank = frappe.get_doc("Bank", response["institution"]["name"])
 		bank.plaid_access_token = access_token
@@ -52,6 +58,7 @@ def add_institution(token, response):
 
 	return bank
 
+
 @frappe.whitelist()
 def add_bank_accounts(response, bank, company):
 	try:
@@ -92,9 +99,8 @@ def add_bank_accounts(response, bank, company):
 				new_account.insert()
 
 				result.append(new_account.name)
-
 			except frappe.UniqueValidationError:
-				frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(new_account.account_name))
+				frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(account["name"]))
 			except Exception:
 				frappe.throw(frappe.get_traceback())
 
@@ -103,6 +109,7 @@ def add_bank_accounts(response, bank, company):
 
 	return result
 
+
 def add_account_type(account_type):
 	try:
 		frappe.get_doc({
@@ -122,10 +129,11 @@ def add_account_subtype(account_subtype):
 	except Exception:
 		frappe.throw(frappe.get_traceback())
 
+
 @frappe.whitelist()
 def sync_transactions(bank, bank_account):
-	'''Sync transactions based on the last integration date as the start date, after the sync is completed
+	"""Sync transactions based on the last integration date as the start date, after sync is completed
-		add the transaction date of the oldest transaction as the last integration date'''
+	add the transaction date of the oldest transaction as the last integration date."""
 	last_transaction_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
 	if last_transaction_date:
 		start_date = formatdate(last_transaction_date, "YYYY-MM-dd")
@@ -147,10 +155,10 @@ def sync_transactions(bank, bank_account):
 				len(result), bank_account, start_date, end_date))
 
 			frappe.db.set_value("Bank Account", bank_account, "last_integration_date", last_transaction_date)
-
 	except Exception:
 		frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
 
+
 def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
 	access_token = None
 
@@ -168,6 +176,7 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
 
 	return transactions
 
+
 def new_bank_transaction(transaction):
 	result = []
 
@@ -182,8 +191,8 @@ def new_bank_transaction(transaction):
 
 	status = "Pending" if transaction["pending"] == "True" else "Settled"
 
+	tags = []
 	try:
-		tags  = []
 		tags += transaction["category"]
 		tags += ["Plaid Cat. {}".format(transaction["category_id"])]
 	except KeyError:
@@ -216,6 +225,7 @@ def new_bank_transaction(transaction):
 
 	return result
 
+
 def automatic_synchronization():
 	settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
 
@@ -223,4 +233,8 @@ def automatic_synchronization():
 		plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
 
 		for plaid_account in plaid_accounts:
-			frappe.enqueue("erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions", bank=plaid_account.bank, bank_account=plaid_account.name)
+			frappe.enqueue(
+				"erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
+				bank=plaid_account.bank,
+				bank_account=plaid_account.name
+			)

erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py

@@ -1,14 +1,17 @@
 # -*- coding: utf-8 -*-
 # Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
 # See license.txt
-from __future__ import unicode_literals
 
-import unittest
-import frappe
-from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import plaid_configuration, add_account_type, add_account_subtype, new_bank_transaction, add_bank_accounts
 import json
-from frappe.utils.response import json_handler
+import unittest
+
+import frappe
 from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
+from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import (
+	add_account_subtype, add_account_type, add_bank_accounts,
+	new_bank_transaction, get_plaid_configuration)
+from frappe.utils.response import json_handler
+
 
 class TestPlaidSettings(unittest.TestCase):
 	def setUp(self):
@@ -31,7 +34,7 @@ class TestPlaidSettings(unittest.TestCase):
 
 	def test_plaid_disabled(self):
 		frappe.db.set_value("Plaid Settings", None, "enabled", 0)
-		self.assertTrue(plaid_configuration() == "disabled")
+		self.assertTrue(get_plaid_configuration() == "disabled")
 
 	def test_add_account_type(self):
 		add_account_type("brokerage")
@@ -64,7 +67,7 @@ class TestPlaidSettings(unittest.TestCase):
 				'mask': '0000',
 				'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
 				'name': 'Plaid Checking'
-				}],
+			}],
 			'institution': {
 				'institution_id': 'ins_6',
 				'name': 'Citi'
@@ -100,7 +103,7 @@ class TestPlaidSettings(unittest.TestCase):
 				'mask': '0000',
 				'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
 				'name': 'Plaid Checking'
-				}],
+			}],
 			'institution': {
 				'institution_id': 'ins_6',
 				'name': 'Citi'
@@ -152,4 +155,4 @@ class TestPlaidSettings(unittest.TestCase):
 
 		new_bank_transaction(transactions)
 
-		self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)
+		self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)

erpnext/erpnext_integrations/doctype/shopify_settings/shopify_settings.json

@@ -258,8 +258,8 @@
   }
  ],
  "issingle": 1,
- "modified": "2020-05-28 12:32:11.384757",
+ "modified": "2020-09-18 17:26:09.703215",
- "modified_by": "umair@erpnext.com",
+ "modified_by": "Administrator",
  "module": "ERPNext Integrations",
  "name": "Shopify Settings",
  "owner": "Administrator",

erpnext/healthcare/doctype/healthcare_schedule_time_slot/healthcare_schedule_time_slot.json

@@ -117,12 +117,12 @@
  "issingle": 0, 
  "istable": 1, 
  "max_attachments": 0, 
- "modified": "2018-05-08 13:45:57.226530", 
+ "modified": "2020-09-18 17:26:09.703215", 
  "modified_by": "Administrator", 
  "module": "Healthcare", 
  "name": "Healthcare Schedule Time Slot", 
  "name_case": "", 
- "owner": "rmehta@gmail.com", 
+ "owner": "Administrator", 
  "permissions": [], 
  "quick_entry": 1, 
  "read_only": 0, 

erpnext/healthcare/doctype/lab_test/lab_test.js

@@ -34,10 +34,10 @@ frappe.ui.form.on('Lab Test', {
 			if (frm.doc.docstatus === 1 && frm.doc.status !== 'Approved' && frm.doc.status !== 'Rejected') {
 				frm.add_custom_button(__('Approve'), function () {
 					status_update(1, frm);
-				});
+				}, __('Actions'));
 				frm.add_custom_button(__('Reject'), function () {
 					status_update(0, frm);
-				});
+				}, __('Actions'));
 			}
 		}
 
@@ -179,23 +179,6 @@ var show_lab_tests = function (frm, lab_test_list) {
 	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].allow_blank && doc.normal_test_items[result].require_result_value) {
-				frappe.throw(__('Please input all required result values'));
-			}
-		}
-	}
-	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 number = frm.doc.mobile;
 
@@ -203,7 +186,7 @@ var make_dialog = function (frm, emailed, printed) {
 		title: 'Send SMS',
 		width: 400,
 		fields: [
-			{ fieldname: 'sms_type', fieldtype: 'Select', label: 'Type', options: ['Emailed', 'Printed'] },
+			{ fieldname: 'result_format', fieldtype: 'Select', label: 'Result Format', options: ['Emailed', 'Printed'] },
 			{ fieldname: 'number', fieldtype: 'Data', label: 'Mobile Number', reqd: 1 },
 			{ fieldname: 'message', fieldtype: 'Small Text', label: 'Message', reqd: 1 }
 		],
@@ -217,22 +200,22 @@ var make_dialog = function (frm, emailed, printed) {
 			dialog.hide();
 		}
 	});
-	if (frm.doc.report_preference == 'Print') {
+	if (frm.doc.report_preference === 'Print') {
 		dialog.set_values({
-			'sms_type': 'Printed',
+			'result_format': 'Printed',
 			'number': number,
 			'message': printed
 		});
 	} else {
 		dialog.set_values({
-			'sms_type': 'Emailed',
+			'result_format': 'Emailed',
 			'number': number,
 			'message': emailed
 		});
 	}
 	var fd = dialog.fields_dict;
-	$(fd.sms_type.input).change(function () {
+	$(fd.result_format.input).change(function () {
-		if (dialog.get_value('sms_type') == 'Emailed') {
+		if (dialog.get_value('result_format') === 'Emailed') {
 			dialog.set_values({
 				'number': number,
 				'message': emailed

erpnext/healthcare/doctype/lab_test/lab_test.json

@@ -84,7 +84,7 @@
    "fieldname": "naming_series",
    "fieldtype": "Select",
    "label": "Series",
-   "options": "LP-",
+   "options": "HLC-LAB-.YYYY.-",
    "print_hide": 1,
    "report_hide": 1,
    "reqd": 1
@@ -197,11 +197,10 @@
   {
    "fieldname": "status",
    "fieldtype": "Select",
+   "in_list_view": 1,
    "label": "Status",
    "options": "Draft\nCompleted\nApproved\nRejected\nCancelled",
-   "print_hide": 1,
    "read_only": 1,
-   "report_hide": 1,
    "search_index": 1
   },
   {
@@ -249,8 +248,8 @@
   {
    "fieldname": "result_date",
    "fieldtype": "Date",
-   "hidden": 1,
    "label": "Result Date",
+   "read_only": 1,
    "search_index": 1
   },
   {
@@ -354,7 +353,8 @@
   },
   {
    "fieldname": "sb_normal",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Compound Test Result"
   },
   {
    "fieldname": "normal_test_items",
@@ -369,11 +369,13 @@
   {
    "depends_on": "descriptive_toggle",
    "fieldname": "organisms_section",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Organism Test Result"
   },
   {
    "fieldname": "sb_sensitivity",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Sensitivity Test Result"
   },
   {
    "fieldname": "sensitivity_test_items",
@@ -383,8 +385,10 @@
    "report_hide": 1
   },
   {
+   "collapsible": 1,
    "fieldname": "sb_comments",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Comments"
   },
   {
    "fieldname": "lab_test_comment",
@@ -531,7 +535,8 @@
   },
   {
    "fieldname": "sb_descriptive",
-   "fieldtype": "Section Break"
+   "fieldtype": "Section Break",
+   "label": "Descriptive Test Result"
   },
   {
    "default": "0",
@@ -550,7 +555,7 @@
  ],
  "is_submittable": 1,
  "links": [],
- "modified": "2020-07-16 13:35:24.811062",
+ "modified": "2020-07-30 18:18:38.516215",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Lab Test",

erpnext/healthcare/doctype/lab_test/lab_test.py

@@ -6,23 +6,24 @@ from __future__ import unicode_literals
 import frappe
 from frappe import _
 from frappe.model.document import Document
-from frappe.utils import getdate, cstr
+from frappe.utils import getdate, cstr, get_link_to_form
 
 class LabTest(Document):
+	def validate(self):
+		if not self.is_new():
+			self.set_secondary_uom_result()
+
 	def on_submit(self):
+		self.validate_result_values()
 		self.db_set('submitted_date', getdate())
 		self.db_set('status', 'Completed')
 		insert_lab_test_to_medical_record(self)
 
 	def on_cancel(self):
-		delete_lab_test_from_medical_record(self)
 		self.db_set('status', 'Cancelled')
+		delete_lab_test_from_medical_record(self)
 		self.reload()
 
-	def validate(self):
-		if not self.is_new():
-			self.set_secondary_uom_result()
-
 	def on_update(self):
 		if self.sensitivity_test_items:
 			sensitivity = sorted(self.sensitivity_test_items, key=lambda x: x.antibiotic_sensitivity)
@@ -51,7 +52,20 @@ class LabTest(Document):
 					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'))
+					frappe.msgprint(_('Row #{0}: Result for Secondary UOM not calculated'.format(item.idx)), title = _('Warning'))
+
+	def validate_result_values(self):
+		if self.normal_test_items:
+			for item in self.normal_test_items:
+				if not item.result_value and not item.allow_blank and item.require_result_value:
+					frappe.throw(_('Row #{0}: Please enter the result value for {1}').format(
+						item.idx, frappe.bold(item.lab_test_name)), title=_('Mandatory Results'))
+
+		if self.descriptive_test_items:
+			for item in self.descriptive_test_items:
+				if not item.result_value and not item.allow_blank and item.require_result_value:
+					frappe.throw(_('Row #{0}: Please enter the result value for {1}').format(
+						item.idx, frappe.bold(item.lab_test_particulars)), title=_('Mandatory Results'))
 
 
 def create_test_from_template(lab_test):
@@ -89,7 +103,7 @@ def create_multiple(doctype, docname):
 		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 successfully').format(lab_test_created), indicator='green')
 	else:
 		frappe.msgprint(_('No Lab Tests created'))
 
@@ -211,8 +225,9 @@ def create_sample_doc(template, patient, invoice, company = None):
 			'docstatus': 0,
 			'sample': template.sample
 		})
+
 		if sample_exists:
-			# Update Sample Collection by adding quantity
+			# 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:
@@ -238,7 +253,7 @@ def create_sample_doc(template, patient, invoice, company = None):
 			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
+				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
@@ -248,26 +263,31 @@ def create_sample_collection(lab_test, template, patient, invoice):
 		sample_collection = create_sample_doc(template, patient, invoice, lab_test.company)
 		if sample_collection:
 			lab_test.sample = sample_collection.name
-
+			sample_collection_doc = get_link_to_form('Sample Collection', sample_collection.name)
+			frappe.msgprint(_('Sample Collection {0} has been created').format(sample_collection_doc),
+				title=_('Sample Collection'), indicator='green')
 	return lab_test
 
 def load_result_format(lab_test, template, prescription, invoice):
 	if template.lab_test_template_type == 'Single':
 		create_normals(template, lab_test)
+
 	elif template.lab_test_template_type == 'Compound':
 		create_compounds(template, lab_test, False)
+
 	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 = frappe.get_doc('Lab Test Template', lab_test_group.lab_test_template)
-								lab_test_group.lab_test_template)
 				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')
 						normal_heading.lab_test_name = template_in_group.lab_test_name
@@ -275,6 +295,7 @@ def load_result_format(lab_test, template, prescription, invoice):
 						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':
 						descriptive_heading = lab_test.append('descriptive_test_items')
 						descriptive_heading.lab_test_name = template_in_group.lab_test_name
@@ -282,6 +303,7 @@ def load_result_format(lab_test, template, prescription, invoice):
 						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
@@ -292,6 +314,7 @@ def load_result_format(lab_test, template, prescription, invoice):
 				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:
 			lab_test.prescription = prescription
@@ -302,9 +325,10 @@ def load_result_format(lab_test, template, prescription, invoice):
 
 @frappe.whitelist()
 def get_employee_by_user_id(user_id):
-	emp_id = frappe.db.get_value('Employee', { 'user_id': user_id })
+	emp_id = frappe.db.exists('Employee', { 'user_id': user_id })
-	employee = frappe.get_doc('Employee', emp_id)
+	if emp_id:
-	return employee
+		return frappe.get_doc('Employee', emp_id)
+	return None
 
 def insert_lab_test_to_medical_record(doc):
 	table_row = False
@@ -325,7 +349,7 @@ def insert_lab_test_to_medical_record(doc):
 			table_row += ' ' + frappe.bold(_('Lab Test Result: ')) + item.result_value
 
 		if item.normal_range:
-			table_row += ' ' + _('Normal Range:') + item.normal_range
+			table_row += ' ' + _('Normal Range: ') + item.normal_range
 		table_row += ' ' + comment
 
 	elif doc.descriptive_test_items:
@@ -356,7 +380,7 @@ def insert_lab_test_to_medical_record(doc):
 	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])

erpnext/healthcare/doctype/lab_test/lab_test_list.js

@@ -3,13 +3,16 @@
 */
 frappe.listview_settings['Lab Test'] = {
 	add_fields: ['name', 'status', 'invoiced'],
-	filters: [['docstatus', '=', '0']],
+	filters: [['docstatus', '=', '1']],
 	get_indicator: function (doc) {
-		if (doc.status == 'Approved') {
+		if (doc.status === 'Approved') {
-			return [__('Approved'), 'green', 'status, = ,Approved'];
+			return [__('Approved'), 'green', 'status, =, Approved'];
-		}
+		} else if (doc.status === 'Rejected') {
-		if (doc.status == 'Rejected') {
 			return [__('Rejected'), 'orange', 'status, =, Rejected'];
+		} else if (doc.status === 'Completed') {
+			return [__('Completed'), 'green', 'status, =, Completed'];
+		} else if (doc.status === 'Cancelled') {
+			return [__('Cancelled'), 'red', 'status, =, Cancelled'];
 		}
 	},
 	onload: function (listview) {
@@ -21,7 +24,7 @@ frappe.listview_settings['Lab Test'] = {
 
 var create_multiple_dialog = function (listview) {
 	var dialog = new frappe.ui.Dialog({
-		title: 'Create Multiple Lab Test',
+		title: 'Create Multiple Lab Tests',
 		width: 100,
 		fields: [
 			{ fieldtype: 'Link', label: 'Patient', fieldname: 'patient', options: 'Patient', reqd: 1 },
@@ -41,7 +44,7 @@ var create_multiple_dialog = function (listview) {
 				}
 			}
 		],
-		primary_action_label: __('Create Lab Test'),
+		primary_action_label: __('Create'),
 		primary_action: function () {
 			frappe.call({
 				method: 'erpnext.healthcare.doctype.lab_test.lab_test.create_multiple',

erpnext/healthcare/doctype/lab_test/test_lab_test.py

@@ -3,8 +3,204 @@
 # See license.txt
 from __future__ import unicode_literals
 import unittest
-
+import frappe
-# test_records = frappe.get_test_records('Lab Test')
+from frappe.utils import getdate, nowtime
+from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_patient
+from erpnext.healthcare.doctype.lab_test.lab_test import create_multiple
+from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_receivable_account, get_income_account
+from erpnext.healthcare.doctype.patient_medical_record.test_patient_medical_record import create_lab_test_template as create_blood_test_template
 
 class TestLabTest(unittest.TestCase):
-	pass
+	def test_lab_test_item(self):
+		lab_template = create_lab_test_template()
+		self.assertTrue(frappe.db.exists('Item', lab_template.item))
+		self.assertEqual(frappe.db.get_value('Item Price', {'item_code':lab_template.item}, 'price_list_rate'), lab_template.lab_test_rate)
+
+		lab_template.disabled = 1
+		lab_template.save()
+		self.assertEquals(frappe.db.get_value('Item', lab_template.item, 'disabled'), 1)
+
+		lab_template.reload()
+
+		lab_template.disabled = 0
+		lab_template.save()
+
+	def test_descriptive_lab_test(self):
+		lab_template = create_lab_test_template()
+
+		# blank result value not allowed as per template
+		lab_test = create_lab_test(lab_template)
+		lab_test.descriptive_test_items[0].result_value = 12
+		lab_test.descriptive_test_items[2].result_value = 1
+		lab_test.save()
+		self.assertRaises(frappe.ValidationError, lab_test.submit)
+
+	def test_sample_collection(self):
+		frappe.db.set_value('Healthcare Settings', 'Healthcare Settings', 'create_sample_collection_for_lab_test', 1)
+		lab_template = create_lab_test_template()
+
+		lab_test = create_lab_test(lab_template)
+		lab_test.descriptive_test_items[0].result_value = 12
+		lab_test.descriptive_test_items[1].result_value = 1
+		lab_test.descriptive_test_items[2].result_value = 2.3
+		lab_test.save()
+
+		# check sample collection created
+		self.assertTrue(frappe.db.exists('Sample Collection', {'sample': lab_template.sample}))
+
+		frappe.db.set_value('Healthcare Settings', 'Healthcare Settings', 'create_sample_collection_for_lab_test', 0)
+		lab_test = create_lab_test(lab_template)
+		lab_test.descriptive_test_items[0].result_value = 12
+		lab_test.descriptive_test_items[1].result_value = 1
+		lab_test.descriptive_test_items[2].result_value = 2.3
+		lab_test.save()
+
+		# sample collection should not be created
+		lab_test.reload()
+		self.assertEquals(lab_test.sample, None)
+
+	def test_create_lab_tests_from_sales_invoice(self):
+		sales_invoice = create_sales_invoice()
+		create_multiple('Sales Invoice', sales_invoice.name)
+		sales_invoice.reload()
+		self.assertIsNotNone(sales_invoice.items[0].reference_dn)
+		self.assertIsNotNone(sales_invoice.items[1].reference_dn)
+
+	def test_create_lab_tests_from_patient_encounter(self):
+		patient_encounter = create_patient_encounter()
+		create_multiple('Patient Encounter', patient_encounter.name)
+		patient_encounter.reload()
+		self.assertTrue(patient_encounter.lab_test_prescription[0].lab_test_created)
+		self.assertTrue(patient_encounter.lab_test_prescription[0].lab_test_created)
+
+
+def create_lab_test_template(test_sensitivity=0, sample_collection=1):
+	medical_department = create_medical_department()
+	if frappe.db.exists('Lab Test Template', 'Insulin Resistance'):
+		return frappe.get_doc('Lab Test Template', 'Insulin Resistance')
+	template = frappe.new_doc('Lab Test Template')
+	template.lab_test_name = 'Insulin Resistance'
+	template.lab_test_template_type = 'Descriptive'
+	template.lab_test_code = 'Insulin Resistance'
+	template.lab_test_group = 'Services'
+	template.department = medical_department
+	template.is_billable = 1
+	template.lab_test_description = 'Insulin Resistance'
+	template.lab_test_rate = 2000
+
+	for entry in ['FBS', 'Insulin', 'IR']:
+		template.append('descriptive_test_templates', {
+			'particulars': entry,
+			'allow_blank': 1 if entry=='IR' else 0
+		})
+
+	if test_sensitivity:
+		template.sensitivity = 1
+
+	if sample_collection:
+		template.sample = create_lab_test_sample()
+		template.sample_qty = 5.0
+
+	template.save()
+	return template
+
+def create_medical_department():
+	medical_department = frappe.db.exists('Medical Department', '_Test Medical Department')
+	if not medical_department:
+		medical_department = frappe.new_doc('Medical Department')
+		medical_department.department = '_Test Medical Department'
+		medical_department.save()
+		medical_department = medical_department.name
+
+	return medical_department
+
+def create_lab_test(lab_template):
+	patient = create_patient()
+	lab_test = frappe.new_doc('Lab Test')
+	lab_test.template = lab_template.name
+	lab_test.patient = patient
+	lab_test.patient_sex = 'Female'
+	lab_test.save()
+
+	return lab_test
+
+def create_lab_test_sample():
+	blood_sample = frappe.db.exists('Lab Test Sample', 'Blood Sample')
+	if blood_sample:
+		return blood_sample
+
+	sample = frappe.new_doc('Lab Test Sample')
+	sample.sample = 'Blood Sample'
+	sample.sample_uom = 'U/ml'
+	sample.save()
+
+	return sample.name
+
+def create_sales_invoice():
+	patient = create_patient()
+	medical_department = create_medical_department()
+	insulin_resistance_template = create_lab_test_template()
+	blood_test_template = create_blood_test_template(medical_department)
+
+	sales_invoice = frappe.new_doc('Sales Invoice')
+	sales_invoice.patient = patient
+	sales_invoice.customer = frappe.db.get_value('Patient', patient, 'customer')
+	sales_invoice.due_date = getdate()
+	sales_invoice.company = '_Test Company'
+	sales_invoice.debit_to = get_receivable_account('_Test Company')
+
+	tests = [insulin_resistance_template, blood_test_template]
+	for entry in tests:
+		sales_invoice.append('items', {
+			'item_code': entry.item,
+			'item_name': entry.lab_test_name,
+			'description': entry.lab_test_description,
+			'qty': 1,
+			'uom': 'Nos',
+			'conversion_factor': 1,
+			'income_account': get_income_account(None, '_Test Company'),
+			'rate': entry.lab_test_rate,
+			'amount': entry.lab_test_rate
+		})
+
+	sales_invoice.set_missing_values()
+
+	sales_invoice.submit()
+	return sales_invoice
+
+def create_patient_encounter():
+	patient = create_patient()
+	medical_department = create_medical_department()
+	insulin_resistance_template = create_lab_test_template()
+	blood_test_template = create_blood_test_template(medical_department)
+
+	patient_encounter = frappe.new_doc('Patient Encounter')
+	patient_encounter.patient = patient
+	patient_encounter.practitioner = create_practitioner()
+	patient_encounter.encounter_date = getdate()
+	patient_encounter.encounter_time = nowtime()
+
+	tests = [insulin_resistance_template, blood_test_template]
+	for entry in tests:
+		patient_encounter.append('lab_test_prescription', {
+			'lab_test_code': entry.item,
+			'lab_test_name': entry.lab_test_name
+		})
+
+	patient_encounter.submit()
+	return patient_encounter
+
+
+def create_practitioner():
+	practitioner = frappe.db.exists('Healthcare Practitioner', '_Test Healthcare Practitioner')
+
+	if not practitioner:
+		practitioner = frappe.new_doc('Healthcare Practitioner')
+		practitioner.first_name = '_Test Healthcare Practitioner'
+		practitioner.gender = 'Female'
+		practitioner.op_consulting_charge = 500
+		practitioner.inpatient_visit_charge = 500
+		practitioner.save(ignore_permissions=True)
+		practitioner = practitioner.name
+
+	return practitioner

erpnext/healthcare/doctype/lab_test_group_template/lab_test_group_template.json

@@ -93,7 +93,8 @@
    "depends_on": "secondary_uom",
    "fieldname": "conversion_factor",
    "fieldtype": "Float",
-   "label": "Conversion Factor"
+   "label": "Conversion Factor",
+   "mandatory_depends_on": "secondary_uom"
   },
   {
    "default": "0",
@@ -106,7 +107,7 @@
  ],
  "istable": 1,
  "links": [],
- "modified": "2020-06-24 10:59:01.921924",
+ "modified": "2020-07-30 12:36:03.082391",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Lab Test Group Template",

erpnext/healthcare/doctype/lab_test_template/lab_test_template.json

@@ -34,14 +34,15 @@
   "descriptive_test_templates",
   "section_break_group",
   "lab_test_groups",
-  "medical_coding_section",
-  "medical_code_standard",
-  "medical_code",
   "sb_sample_collection",
   "sample",
   "sample_uom",
   "sample_qty",
+  "column_break_33",
   "sample_details",
+  "medical_coding_section",
+  "medical_code",
+  "medical_code_standard",
   "worksheet_section",
   "worksheet_instructions",
   "result_legend_section",
@@ -112,7 +113,7 @@
   {
    "default": "1",
    "depends_on": "eval:doc.lab_test_template_type != 'Grouped'",
-   "description": "If unchecked, the item wont be appear in Sales Invoice, but can be used in group test creation. ",
+   "description": "If unchecked, the item will not be available in Sales Invoices for billing but can be used in group test creation. ",
    "fieldname": "is_billable",
    "fieldtype": "Check",
    "label": "Is Billable",
@@ -128,6 +129,7 @@
    "mandatory_depends_on": "eval:doc.is_billable == 1"
   },
   {
+   "collapsible": 1,
    "fieldname": "medical_coding_section",
    "fieldtype": "Section Break",
    "label": "Medical Coding"
@@ -184,7 +186,7 @@
    "depends_on": "eval:doc.lab_test_template_type == 'Descriptive'",
    "fieldname": "section_break_special",
    "fieldtype": "Section Break",
-   "label": "Descriptive"
+   "label": "Descriptive Test"
   },
   {
    "default": "0",
@@ -196,7 +198,7 @@
    "depends_on": "eval:doc.lab_test_template_type == 'Grouped'",
    "fieldname": "section_break_group",
    "fieldtype": "Section Break",
-   "label": "Group"
+   "label": "Group Tests"
   },
   {
    "fieldname": "lab_test_groups",
@@ -217,7 +219,6 @@
    "no_copy": 1
   },
   {
-   "collapsible": 1,
    "fieldname": "sb_sample_collection",
    "fieldtype": "Section Break",
    "label": "Sample Collection"
@@ -311,10 +312,14 @@
    "fieldname": "descriptive_test_templates",
    "fieldtype": "Table",
    "options": "Descriptive Test Template"
+  },
+  {
+   "fieldname": "column_break_33",
+   "fieldtype": "Column Break"
   }
  ],
  "links": [],
- "modified": "2020-07-13 12:57:09.925436",
+ "modified": "2020-07-30 14:32:40.449818",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Lab Test Template",

erpnext/healthcare/doctype/lab_test_template/lab_test_template.py

@@ -15,7 +15,8 @@ class LabTestTemplate(Document):
 
 	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."))
+			frappe.throw(_('Standard Selling Rate should be greater than zero.'))
+
 		self.validate_conversion_factor()
 		self.enable_disable_item()
 
@@ -42,7 +43,9 @@ class LabTestTemplate(Document):
 		# Remove template reference from item and disable item
 		if self.item:
 			try:
-				frappe.delete_doc('Item', self.item)
+				item = self.item
+				self.db_set('item', '')
+				frappe.delete_doc('Item', item)
 			except Exception:
 				frappe.throw(_('Not permitted. Please disable the Lab Test Template'))
 
@@ -63,26 +66,26 @@ class LabTestTemplate(Document):
 				'standard_rate': self.lab_test_rate,
 				'description': self.lab_test_description
 			})
-			item.save()
+			item.flags.ignore_mandatory = True
+			item.save(ignore_permissions=True)
 
 	def item_price_exists(self):
 		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
-			return False
 
 	def validate_conversion_factor(self):
-		if self.lab_test_template_type == "Single" and self.secondary_uom and not self.conversion_factor:
+		if self.lab_test_template_type == 'Single' and self.secondary_uom and not self.conversion_factor:
-			frappe.throw(_("Conversion Factor is mandatory"))
+			frappe.throw(_('Conversion Factor is mandatory'))
-		if self.lab_test_template_type == "Compound":
+		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"))
+					frappe.throw(_('Row #{0}: Conversion Factor is mandatory').format(item.idx))
-		if self.lab_test_template_type == "Grouped":
+		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:
+				if group.template_or_new_line == 'Add New Line' and group.secondary_uom and not group.conversion_factor:
-					frappe.throw(_("Conversion Factor is mandatory"))
+					frappe.throw(_('Row #{0}: Conversion Factor is mandatory').format(group.idx))
 
 
 def create_item_from_template(doc):
@@ -101,9 +104,9 @@ def create_item_from_template(doc):
 		'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, 
+		'disabled': 0 if doc.is_billable and not doc.disabled else doc.disabled,
 		'stock_uom': uom
-	}).insert(ignore_permissions = True, ignore_mandatory = True)
+	}).insert(ignore_permissions=True, ignore_mandatory=True)
 
 	# Insert item price
 	if doc.is_billable and doc.lab_test_rate != 0.0:
@@ -123,7 +126,7 @@ def make_item_price(item, price_list_name, item_price):
 		'price_list': price_list_name,
 		'item_code': item,
 		'price_list_rate': item_price
-	}).insert(ignore_permissions = True, ignore_mandatory = True)
+	}).insert(ignore_permissions=True, ignore_mandatory=True)
 
 @frappe.whitelist()
 def change_test_code_from_template(lab_test_code, doc):
@@ -132,8 +135,8 @@ def change_test_code_from_template(lab_test_code, doc):
 	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)
+		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)
+		rename_doc('Lab Test Template', doc.name, lab_test_code, ignore_permissions=True)
 	return lab_test_code

erpnext/healthcare/doctype/lab_test_template/lab_test_template_dashboard.py

@@ -0,0 +1,13 @@
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+	return {
+		'fieldname': 'template',
+		'transactions': [
+			{
+				'label': _('Lab Tests'),
+				'items': ['Lab Test']
+			}
+		]
+	}

erpnext/healthcare/doctype/lab_test_template/lab_test_template_list.js

@@ -3,5 +3,5 @@
 */
 frappe.listview_settings['Lab Test Template'] = {
 	add_fields: ['lab_test_name', 'lab_test_code', 'lab_test_rate'],
-	filters: [['disabled', '=', 0]]
+	filters: [['disabled', '=', 'No']]
 };

erpnext/healthcare/doctype/patient_appointment/patient_appointment.py

@@ -6,7 +6,7 @@ from __future__ import unicode_literals
 import frappe
 from frappe.model.document import Document
 import json
-from frappe.utils import getdate, get_time
+from frappe.utils import getdate, get_time, flt
 from frappe.model.mapper import get_mapped_doc
 from frappe import _
 import datetime
@@ -45,7 +45,7 @@ class PatientAppointment(Document):
 
 	def validate_overlaps(self):
 		end_time = datetime.datetime.combine(getdate(self.appointment_date), get_time(self.appointment_time)) \
-			 + datetime.timedelta(minutes=float(self.duration))
+			 + datetime.timedelta(minutes=flt(self.duration))
 
 		overlaps = frappe.db.sql("""
 		select

erpnext/healthcare/doctype/patient_medical_record/test_patient_medical_record.py

@@ -34,7 +34,7 @@ class TestPatientMedicalRecord(unittest.TestCase):
 		self.assertTrue(medical_rec)
 
 		template = create_lab_test_template(medical_department)
-		lab_test = create_lab_test(template, patient)
+		lab_test = create_lab_test(template.name, patient)
 		# check for lab test
 		medical_rec = frappe.db.exists('Patient Medical Record', {'status': 'Open', 'reference_name': lab_test.name})
 		self.assertTrue(medical_rec)
@@ -66,7 +66,7 @@ def create_vital_signs(appointment):
 
 def create_lab_test_template(medical_department):
 	if frappe.db.exists('Lab Test Template', 'Blood Test'):
-		return 'Blood Test'
+		return frappe.get_doc('Lab Test Template', 'Blood Test')
 
 	template = frappe.new_doc('Lab Test Template')
 	template.lab_test_name = 'Blood Test'
@@ -76,7 +76,7 @@ def create_lab_test_template(medical_department):
 	template.is_billable = 1
 	template.lab_test_rate = 2000
 	template.save()
-	return template.name
+	return template
 
 def create_lab_test(template, patient):
 	lab_test = frappe.new_doc('Lab Test')

erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json

@@ -44,11 +44,11 @@
   }
  ],
  "links": [],
- "modified": "2020-01-31 12:21:45.975488",
+ "modified": "2020-09-18 17:26:09.703215",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Practitioner Schedule",
- "owner": "rmehta@gmail.com",
+ "owner": "Administrator",
  "permissions": [
   {
    "create": 1,