[ Improv ] Loyalty Program more fixes and test case (#14888)
* remove console statements * set account & cost center for redemption * add test case for single/multi tier & is_return scenario * reset tier when changing loyalty program * make loyalty fields non copy type * fix test case - delete si after every test to avoid interference
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@ -5,6 +5,262 @@ from __future__ import unicode_literals
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import frappe
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import unittest
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from frappe.utils import today, cint, flt, getdate
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from erpnext.accounts.doctype.loyalty_program.loyalty_program import get_loyalty_program_details
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class TestLoyaltyProgram(unittest.TestCase):
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pass
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@classmethod
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def setUpClass(self):
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# create relevant item, customer, loyalty program, etc
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create_records()
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def test_loyalty_points_earned_single_tier(self):
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# create a new sales invoice
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si_original = create_sales_invoice_record()
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si_original.insert()
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si_original.submit()
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customer = frappe.get_doc('Customer', {"customer_name": "Test Loyalty Customer"})
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earned_points = get_points_earned(si_original)
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lpe = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_original.name, 'customer': si_original.customer})
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self.assertEqual(si_original.get('loyalty_program'), customer.loyalty_program)
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self.assertEqual(lpe.get('loyalty_program_tier'), customer.loyalty_program_tier)
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self.assertEqual(lpe.loyalty_points, earned_points)
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# add redemption point
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si_redeem = create_sales_invoice_record()
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si_redeem.redeem_loyalty_points = 1
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si_redeem.loyalty_points = earned_points
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si_redeem.insert()
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si_redeem.submit()
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earned_after_redemption = get_points_earned(si_redeem)
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lpe_redeem = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_redeem.name, 'redeem_against': lpe.name})
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lpe_earn = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_redeem.name, 'name': ['!=', lpe_redeem.name]})
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self.assertEqual(lpe_earn.loyalty_points, earned_after_redemption)
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self.assertEqual(lpe_redeem.loyalty_points, (-1*earned_points))
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# cancel and delete
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for d in [si_redeem, si_original]:
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d.cancel()
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frappe.delete_doc('Sales Invoice', d.name)
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def test_loyalty_points_earned_multiple_tier(self):
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# assign multiple tier program to the customer
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customer = frappe.get_doc('Customer', {"customer_name": "Test Loyalty Customer"})
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customer.loyalty_program = frappe.get_doc('Loyalty Program', {'loyalty_program_name': 'Test Multiple Loyalty'}).name
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customer.save()
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# create a new sales invoice
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si_original = create_sales_invoice_record()
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si_original.insert()
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si_original.submit()
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earned_points = get_points_earned(si_original)
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lpe = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_original.name, 'customer': si_original.customer})
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self.assertEqual(si_original.get('loyalty_program'), customer.loyalty_program)
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self.assertEqual(lpe.get('loyalty_program_tier'), customer.loyalty_program_tier)
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self.assertEqual(lpe.loyalty_points, earned_points)
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# add redemption point
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si_redeem = create_sales_invoice_record()
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si_redeem.redeem_loyalty_points = 1
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si_redeem.loyalty_points = earned_points
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si_redeem.insert()
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si_redeem.submit()
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customer = frappe.get_doc('Customer', {"customer_name": "Test Loyalty Customer"})
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earned_after_redemption = get_points_earned(si_redeem)
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lpe_redeem = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_redeem.name, 'redeem_against': lpe.name})
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lpe_earn = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_redeem.name, 'name': ['!=', lpe_redeem.name]})
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self.assertEqual(lpe_earn.loyalty_points, earned_after_redemption)
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self.assertEqual(lpe_redeem.loyalty_points, (-1*earned_points))
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self.assertEqual(lpe_earn.loyalty_program_tier, customer.loyalty_program_tier)
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# cancel and delete
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for d in [si_redeem, si_original]:
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d.cancel()
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frappe.delete_doc('Sales Invoice', d.name)
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def test_cancel_sales_invoice(self):
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''' cancelling the sales invoice should cancel the earned points'''
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# create a new sales invoice
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si = create_sales_invoice_record()
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si.insert()
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si.submit()
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lpe = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si.name, 'customer': si.customer})
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self.assertEqual(True, not (lpe is None))
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# cancelling sales invoice
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si.cancel()
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lpe = frappe.db.exists('Loyalty Point Entry', lpe.name)
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self.assertEqual(True, (lpe is None))
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def test_sales_invoice_return(self):
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# create a new sales invoice
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si_original = create_sales_invoice_record(2)
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si_original.conversion_rate = flt(1)
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si_original.insert()
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si_original.submit()
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earned_points = get_points_earned(si_original)
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lpe_original = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_original.name, 'customer': si_original.customer})
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self.assertEqual(lpe_original.loyalty_points, earned_points)
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# create sales invoice return
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si_return = create_sales_invoice_record(-1)
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si_return.conversion_rate = flt(1)
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si_return.is_return = 1
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si_return.return_against = si_original.name
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si_return.insert()
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si_return.submit()
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# fetch original invoice again as its status would have been updated
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si_original = frappe.get_doc('Sales Invoice', lpe_original.sales_invoice)
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earned_points = get_points_earned(si_original)
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lpe_after_return = frappe.get_doc('Loyalty Point Entry', {'sales_invoice': si_original.name, 'customer': si_original.customer})
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self.assertEqual(lpe_after_return.loyalty_points, earned_points)
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self.assertEqual(True, (lpe_original.loyalty_points > lpe_after_return.loyalty_points))
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# cancel and delete
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for d in [si_return, si_original]:
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try:
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d.cancel()
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except frappe.TimestampMismatchError:
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frappe.get_doc('Sales Invoice', d.name).cancel()
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frappe.delete_doc('Sales Invoice', d.name)
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def get_points_earned(self):
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def get_returned_amount():
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returned_amount = frappe.db.sql("""
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select sum(grand_total)
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from `tabSales Invoice`
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where docstatus=1 and is_return=1 and ifnull(return_against, '')=%s
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""", self.name)
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return abs(flt(returned_amount[0][0])) if returned_amount else 0
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lp_details = get_loyalty_program_details(self.customer, company=self.company,
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loyalty_program=self.loyalty_program, expiry_date=self.posting_date)
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if lp_details and getdate(lp_details.from_date) <= getdate(self.posting_date) and \
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(not lp_details.to_date or getdate(lp_details.to_date) >= getdate(self.posting_date)):
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returned_amount = get_returned_amount()
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eligible_amount = flt(self.grand_total) - cint(self.loyalty_amount) - returned_amount
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points_earned = cint(eligible_amount/lp_details.collection_factor)
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return points_earned or 0
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def create_sales_invoice_record(qty=1):
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# return sales invoice doc object
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return frappe.get_doc({
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"doctype": "Sales Invoice",
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"customer": frappe.get_doc('Customer', {"customer_name": "Test Loyalty Customer"}).name,
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"company": '_Test Company',
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"due_date": today(),
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"posting_date": today(),
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"taxes_and_charges": "",
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"debit_to": "Debtors - _TC",
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"taxes": [],
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"items": [{
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'doctype': 'Sales Invoice Item',
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'item_code': frappe.get_doc('Item', {'item_name': 'Loyal Item'}).name,
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'qty': qty,
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'income_account': 'Sales - _TC',
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'cost_center': 'Main - _TC',
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'expense_account': 'Cost of Goods Sold - _TC'
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}]
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})
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def create_records():
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# create a new loyalty Account
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frappe.get_doc({
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"doctype": "Account",
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"account_name": "Loyalty",
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"parent_account": "Direct Expenses - _TC",
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"company": "_Test Company",
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"is_group": 0,
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"account_type": "Expense Account",
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}).insert()
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# create a new loyalty program Single tier
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frappe.get_doc({
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"doctype": "Loyalty Program",
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"loyalty_program_name": "Test Single Loyalty",
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"auto_opt_in": 1,
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"from_date": today(),
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"loyalty_program_type": "Single Tier Program",
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"conversion_factor": 1,
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"expiry_duration": 10,
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"company": "_Test Company",
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"cost_center": "Main - _TC",
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"expense_account": "Loyalty - _TC",
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"collection_rules": [{
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'tier_name': 'Silver',
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'collection_factor': 1000,
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'min_spent': 1000
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}]
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}).insert()
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# create a new customer
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frappe.get_doc({
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"customer_group": "_Test Customer Group",
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"customer_name": "Test Loyalty Customer",
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"customer_type": "Individual",
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"doctype": "Customer",
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"territory": "_Test Territory"
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}).insert()
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# create a new loyalty program Multiple tier
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frappe.get_doc({
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"doctype": "Loyalty Program",
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"loyalty_program_name": "Test Multiple Loyalty",
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"auto_opt_in": 1,
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"from_date": today(),
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"loyalty_program_type": "Multiple Tier Program",
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"conversion_factor": 1,
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"expiry_duration": 10,
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"company": "_Test Company",
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"cost_center": "Main - _TC",
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"expense_account": "Loyalty - _TC",
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"collection_rules": [
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{
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'tier_name': 'Silver',
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'collection_factor': 1000,
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'min_spent': 10000
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},
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{
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'tier_name': 'Gold',
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'collection_factor': 1000,
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'min_spent': 19000
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}
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]
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}).insert()
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# create an item
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item = frappe.get_doc({
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"doctype": "Item",
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"item_code": "Loyal Item",
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"item_name": "Loyal Item",
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"item_group": "All Item Groups",
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"company": "_Test Company",
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"is_stock_item": 1,
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"opening_stock": 100,
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"valuation_rate": 10000,
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}).insert()
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# create item price
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frappe.get_doc({
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"doctype": "Item Price",
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"price_list": "Standard Selling",
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"item_code": item.item_code,
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"price_list_rate": 10000
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}).insert()
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@ -36,7 +36,6 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte
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},
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refresh: function(doc, dt, dn) {
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console.log("triggered the SalesInvoiceController");
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this._super();
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if(cur_frm.msgbox && cur_frm.msgbox.$wrapper.is(":visible")) {
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// hide new msgbox
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@ -389,7 +388,6 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte
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},
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loyalty_amount: function(){
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console.log("triggered the loyalty amount");
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this.calculate_outstanding_amount();
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this.frm.refresh_field("outstanding_amount");
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this.frm.refresh_field("paid_amount");
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@ -2476,7 +2476,7 @@
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"in_standard_filter": 0,
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"label": "Loyalty Points",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"permlevel": 0,
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"precision": "",
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"print_hide": 1,
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@ -2509,7 +2509,7 @@
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"in_standard_filter": 0,
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"label": "Loyalty Amount",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"permlevel": 0,
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"precision": "",
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"print_hide": 1,
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@ -2541,7 +2541,7 @@
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"in_standard_filter": 0,
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"label": "Redeem Loyalty Points",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"permlevel": 0,
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"precision": "",
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"print_hide": 1,
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@ -2606,7 +2606,7 @@
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"in_standard_filter": 0,
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"label": "Loyalty Program",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"options": "Loyalty Program",
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"permlevel": 0,
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"precision": "",
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@ -2640,7 +2640,7 @@
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"in_standard_filter": 0,
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"label": "Redemption Account",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"options": "Account",
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"permlevel": 0,
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"precision": "",
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@ -2674,7 +2674,7 @@
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"in_standard_filter": 0,
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"label": "Redemption Cost Center",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"options": "Cost Center",
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"permlevel": 0,
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"precision": "",
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@ -2735,8 +2735,8 @@
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Apply Additional Discount On",
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@ -5382,7 +5382,7 @@
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"istable": 0,
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"max_attachments": 0,
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"menu_index": 0,
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"modified": "2018-07-10 19:28:04.351108",
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"modified": "2018-07-12 13:16:20.918322",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Sales Invoice",
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@ -95,6 +95,10 @@ class SalesInvoice(SellingController):
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if self._action != 'submit' and self.update_stock and not self.is_return:
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set_batch_nos(self, 'warehouse', True)
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if self.redeem_loyalty_points:
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lp = frappe.get_doc('Loyalty Program', self.loyalty_program)
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self.loyalty_redemption_account = lp.expense_account if not self.loyalty_redemption_account else self.loyalty_redemption_account
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self.loyalty_redemption_cost_center = lp.cost_center if not self.loyalty_redemption_cost_center else self.loyalty_redemption_cost_center
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self.set_against_income_account()
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self.validate_c_form()
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@ -1015,7 +1019,7 @@ class SalesInvoice(SellingController):
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from `tabSales Invoice`
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where docstatus=1 and is_return=1 and ifnull(return_against, '')=%s
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""", self.name)
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return flt(returned_amount[0][0]) if returned_amount else 0
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return abs(flt(returned_amount[0][0])) if returned_amount else 0
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# redeem the loyalty points.
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def apply_loyalty_points(self):
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@ -1026,7 +1030,7 @@ class SalesInvoice(SellingController):
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points_to_redeem = self.loyalty_points
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for lp_entry in loyalty_point_entries:
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available_points = lp_entry.loyalty_points - redemption_details.get(lp_entry.name)
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available_points = lp_entry.loyalty_points - flt(redemption_details.get(lp_entry.name))
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if available_points > points_to_redeem:
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redeemed_points = points_to_redeem
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else:
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@ -77,6 +77,12 @@ frappe.ui.form.on("Customer", {
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}
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},
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loyalty_program: function(frm) {
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if(frm.doc.loyalty_program) {
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frm.set_value('loyalty_program_tier', null);
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}
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},
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refresh: function(frm) {
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if(frappe.defaults.get_default("cust_master_name")!="Naming Series") {
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frm.toggle_display("naming_series", false);
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@ -1493,10 +1493,12 @@
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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@ -1512,7 +1514,7 @@
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"in_standard_filter": 0,
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"label": "Loyalty Program",
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"length": 0,
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"no_copy": 0,
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"no_copy": 1,
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"options": "Loyalty Program",
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"permlevel": 0,
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"precision": "",
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@ -1524,16 +1526,18 @@
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "loyalty_program_tier",
|
||||
"fieldtype": "Read Only",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
@ -1543,21 +1547,23 @@
|
||||
"in_standard_filter": 0,
|
||||
"label": "Loyalty Program Tier",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"no_copy": 1,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"read_only": 1,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 0
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 1,
|
||||
@ -1768,7 +1774,7 @@
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2018-06-27 12:12:30.677834",
|
||||
"modified": "2018-07-12 13:20:13.203294",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Selling",
|
||||
"name": "Customer",
|
||||
@ -1955,5 +1961,6 @@
|
||||
"sort_order": "ASC",
|
||||
"title_field": "customer_name",
|
||||
"track_changes": 1,
|
||||
"track_seen": 0
|
||||
"track_seen": 0,
|
||||
"track_views": 0
|
||||
}
|
@ -62,6 +62,12 @@ class Customer(TransactionBase):
|
||||
self.set_loyalty_program()
|
||||
self.check_customer_group_change()
|
||||
|
||||
# set loyalty program tier
|
||||
if frappe.db.exists('Customer', self.name):
|
||||
customer = frappe.get_doc('Customer', self.name)
|
||||
if self.loyalty_program == customer.loyalty_program and not self.loyalty_program_tier:
|
||||
self.loyalty_program_tier = customer.loyalty_program_tier
|
||||
|
||||
def check_customer_group_change(self):
|
||||
frappe.flags.customer_group_changed = False
|
||||
|
||||
|
Loading…
x
Reference in New Issue
Block a user