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Merge branch 'develop' of https://github.com/frappe/erpnext into tax_fetch_quote

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This commit is contained in:
Deepesh Garg 2020-09-29 17:26:48 +05:30
commit 2b38361ff5
142 changed files with 2052 additions and 2053 deletions
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2
README.md
View File

@ -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)

4
erpnext/accounts/doctype/item_tax_template/item_tax_template.json
View File

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

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

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

18
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -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);

15
erpnext/accounts/doctype/payment_entry/payment_entry.json
View File

@ -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",

2
erpnext/accounts/doctype/payment_entry/payment_entry.py
View File

@ -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}")

4
erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.json
View File

@ -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,

11
erpnext/accounts/doctype/pos_opening_entry/pos_opening_entry.py
View File

@ -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)

27
erpnext/accounts/doctype/pos_profile/pos_profile.py
View File

@ -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):
if self.payments:
default_mode_of_payment = [d.default for d in self.payments if d.default]
if not default_mode_of_payment:
frappe.throw(_("Set default mode of payment"))
def validate_payment_methods(self):
if not self.payments:
frappe.throw(_("Payment methods are mandatory. Please add at least one payment method."))
if len(default_mode_of_payment) > 1:
frappe.throw(_("Multiple default mode of payment is not allowed"))
default_mode_of_payment = [d.default for d in self.payments if d.default]
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()

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

@ -7,10 +7,10 @@ frappe.ui.form.on('POS Settings', {
},
get_invoice_fields: function(frm) {
frappe.model.with_doctype("Sales Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
frappe.model.with_doctype("POS Invoice", () => {
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];

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

@ -28,7 +28,7 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
// 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) {
if (this.frm.doc.supplier && this.frm.doc.__islocal) {
this.frm.trigger('supplier');
}
},

2
erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json
View File

@ -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",

2
erpnext/accounts/doctype/purchase_taxes_and_charges_template/purchase_taxes_and_charges_template.json
View File

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

18
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -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:
payment_mode[0].default = pos_payment_method.default
append_payment(payment_mode[0])
if not payment_mode:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {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("""

1
erpnext/accounts/general_ledger.py
View File

@ -320,7 +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")

38
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
View File

@ -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')
.then(result => {
me.plaid_env = result.plaid_env;
me.plaid_public_key = result.plaid_public_key;
me.client_name = result.client_name;
me.sync_transactions()
})
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_plaid_configuration')
.then(result => {
me.plaid_env = result.plaid_env;
me.client_name = result.client_name;
me.link_token = result.link_token;
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;">
<h5 class="text-muted">${result_title}</h5>
</div>`
<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
<h5 class="text-muted">${result_title}</h5>
</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)
})

2
erpnext/accounts/report/accounts_receivable/accounts_receivable.js
View File

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

10
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -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"

4
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -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)

16
erpnext/assets/doctype/asset/asset.js
View File

@ -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");
}
}
});

15
erpnext/assets/doctype/asset/asset.py
View File

@ -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(self.purchase_date),
'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

18
erpnext/assets/doctype/asset/test_asset.py
View File

@ -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.purchase_date = nowdate()
asset.available_for_use_date = '2020-01-01'
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,
"frequency_of_depreciation": 10,
"depreciation_start_date": nowdate()
"total_number_of_depreciations": 10,
"frequency_of_depreciation": 1
})
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,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
asset.insert()
accumulated_depreciation_after_full_schedule = \

420
erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
View File

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

6
erpnext/assets/doctype/asset_movement/test_asset_movement.py
View File

@ -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,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
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,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
asset.submit()

47
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -202,6 +202,53 @@ 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")])

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

@ -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"

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

@ -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",

1
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py
View File

@ -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:

2
erpnext/buying/doctype/supplier_scorecard_period/supplier_scorecard_period.py
View File

@ -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

27
erpnext/controllers/accounts_controller.py
View File

@ -20,7 +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")
@ -1158,6 +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
@ -1172,6 +1184,7 @@ def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname,
child_item.uom = trans_item.get("uom") or 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.")
@ -1195,6 +1208,7 @@ def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docna
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 validate_and_delete_children(parent, data):
@ -1232,7 +1246,7 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
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:
@ -1250,7 +1264,10 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
transitions.append(transition.as_dict())
if not transitions:
frappe.throw(_("You do not have workflow access to update this document."), title=_("Insufficient Workflow Permissions"))
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):
new_child_function = set_sales_order_defaults if parent_doctype == "Sales Order" else set_purchase_order_defaults
@ -1267,7 +1284,7 @@ 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_doc_permissions(parent, 'cancel')
validate_and_delete_children(parent, data)
@ -1315,7 +1332,7 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
child_item.conversion_factor = 1
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"))

26
erpnext/controllers/queries.py
View File

@ -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()

1
erpnext/controllers/selling_controller.py
View File

@ -82,6 +82,7 @@ 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"):

2
erpnext/controllers/website_list_for_contact.py
View File

@ -25,7 +25,7 @@ def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_p
if not filters: filters = []
if doctype in ['Supplier Quotation', 'Purchase Invoice']:
if doctype in ['Supplier Quotation', 'Purchase Invoice', 'Quotation']:
filters.append((doctype, 'docstatus', '<', 2))
else:
filters.append((doctype, 'docstatus', '=', 1))

4
erpnext/crm/desk_page/crm/crm.json
View File

@ -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",

16
erpnext/crm/doctype/lead/lead.py
View File

@ -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")

18
erpnext/crm/doctype/opportunity/opportunity.json
View File

@ -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",

0
erpnext/crm/report/minutes_to_first_response_for_opportunity/__init__.py → erpnext/crm/report/first_response_time_for_opportunity/__init__.py
View File

25
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.js → erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.js
View File

@ -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;
}
}
}
}
}
};

28
erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.json Normal file
View File

@ -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"
}
]
}

35
erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.py Normal file
View File

@ -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

26
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.json
View File

@ -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"
}
]
}

28
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.py
View File

@ -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

6
erpnext/education/doctype/question/question.json
View File

@ -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"
}
}

6
erpnext/education/doctype/quiz_question/quiz_question.json
View File

@ -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
}
}

103
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
View File

@ -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
from frappe import _
from frappe.utils.password import get_decrypted_password
from plaid import Client
from plaid.errors import APIError, ItemError
import plaid
import requests
from plaid.errors import APIError, ItemError, InvalidRequestError
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':
pass
else:
if e.code == "ITEM_LOGIN_REQUIRED":
pass
except APIError as e:
if e.code == 'PLANNED_MAINTENANCE':
pass
else:
if e.code == "PLANNED_MAINTENANCE":
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()
if account_id:
account_ids = [account_id]
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(**kwargs)
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"))

57
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
View File

@ -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() {
const me = this;
me.plaid_env = me.frm.doc.plaid_env;
me.plaid_public_key = me.frm.doc.plaid_public_key;
me.client_name = frappe.boot.sitename;
me.init_plaid();
async init_config() {
this.product = ["auth", "transactions"];
this.plaid_env = this.frm.doc.plaid_env;
this.client_name = frappe.boot.sitename;
this.token = await this.frm.call("get_link_token").then(resp => resp.message);
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,
onSuccess: me.plaid_success,
product: me.product
token: me.token,
onSuccess: me.plaid_success
});
}
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"),
fieldname:"company",
reqd:1
label: __("Company"),
fieldname: "company",
reqd: 1
}, (data) => {
me.company = data.company;
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {token: token, response: response})
.then((result) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {response: response,
bank: result, company: me.company});
})
.then(() => {
frappe.show_alert({message:__("Bank accounts added"), indicator:'green'});
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {
token: token,
response: response
}).then((result) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {
response: response,
bank: result,
company: me.company
});
}).then(() => {
frappe.show_alert({ message: __("Bank accounts added"), indicator: 'green' });
});
}, __("Select a company"), __("Continue"));
}
};

11
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
View File

@ -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": "2020-02-07 15:21:11.616231",
"modified": "2020-09-12 02:31:44.542385",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Plaid Settings",

50
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@ -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
add the transaction date of the oldest transaction as the last integration date'''
"""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."""
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
)

21
erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py
View File

@ -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)

4
erpnext/erpnext_integrations/doctype/shopify_settings/shopify_settings.json
View File

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

4
erpnext/healthcare/doctype/healthcare_schedule_time_slot/healthcare_schedule_time_slot.json
View File

@ -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,

4
erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
View File

@ -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

4
erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json
View File

@ -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,

8
erpnext/hooks.py
View File

@ -282,6 +282,11 @@ auto_cancel_exempted_doctypes= [
]
scheduler_events = {
"cron": {
"0/30 * * * *": [
"erpnext.utilities.doctype.video.video.update_youtube_data",
]
},
"all": [
"erpnext.projects.doctype.project.project.project_status_update_reminder",
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.send_appointment_reminder",
@ -331,7 +336,8 @@ scheduler_events = {
"erpnext.hr.doctype.leave_ledger_entry.leave_ledger_entry.process_expired_allocation",
"erpnext.hr.utils.generate_leave_encashment",
"erpnext.loan_management.doctype.loan_security_shortfall.loan_security_shortfall.create_process_loan_security_shortfall",
"erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual.process_loan_interest_accrual_for_term_loans"
"erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual.process_loan_interest_accrual_for_term_loans",
"erpnext.crm.doctype.lead.lead.daily_open_lead"
],
"monthly_long": [
"erpnext.accounts.deferred_revenue.process_deferred_accounting",

4
erpnext/hr/doctype/appraisal/appraisal.json
View File

@ -696,11 +696,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2019-01-30 11:28:08.401459",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Appraisal",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

4
erpnext/hr/doctype/appraisal_goal/appraisal_goal.json
View File

@ -207,11 +207,11 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-07-11 03:27:57.897071",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Appraisal Goal",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,

4
erpnext/hr/doctype/appraisal_template/appraisal_template.json
View File

@ -113,11 +113,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2016-12-13 12:37:56.937023",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Appraisal Template",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

4
erpnext/hr/doctype/appraisal_template_goal/appraisal_template_goal.json
View File

@ -78,11 +78,11 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-07-11 03:27:57.979215",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Appraisal Template Goal",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,

4
erpnext/hr/doctype/attendance/attendance.json
View File

@ -205,11 +205,11 @@
"idx": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-05-29 13:51:37.177231",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Attendance",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"cancel": 1,

4
erpnext/hr/doctype/expense_claim/expense_claim.json
View File

@ -371,12 +371,12 @@
"idx": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-06-15 12:43:04.099803",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim",
"name_case": "Title Case",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 1,

4
erpnext/hr/doctype/expense_claim_detail/expense_claim_detail.json
View File

@ -120,11 +120,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-05-11 18:54:35.601592",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim Detail",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"

4
erpnext/hr/doctype/expense_claim_type/expense_claim_type.json
View File

@ -48,11 +48,11 @@
"icon": "fa fa-flag",
"idx": 1,
"links": [],
"modified": "2019-12-11 13:38:59.534034",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim Type",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

4
erpnext/hr/doctype/upload_attendance/upload_attendance.json
View File

@ -229,11 +229,11 @@
"issingle": 1,
"istable": 0,
"max_attachments": 1,
"modified": "2017-11-14 12:51:34.980103",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Upload Attendance",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

4
erpnext/hub_node/data_migration_mapping/company_to_hub_company/company_to_hub_company.json
View File

@ -40,8 +40,8 @@
"mapping_name": "Company to Hub Company",
"mapping_type": "Push",
"migration_id_field": "hub_sync_id",
"modified": "2018-02-14 15:57:05.571142",
"modified_by": "achilles@erpnext.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"name": "Company to Hub Company",
"owner": "Administrator",
"page_length": 10,

6
erpnext/hub_node/data_migration_mapping/hub_message_to_lead/hub_message_to_lead.json
View File

@ -21,10 +21,10 @@
"mapping_name": "Hub Message to Lead",
"mapping_type": "Pull",
"migration_id_field": "hub_sync_id",
"modified": "2018-02-14 15:57:05.606597",
"modified_by": "achilles@erpnext.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"name": "Hub Message to Lead",
"owner": "frappetest@gmail.com",
"owner": "Administrator",
"page_length": 10,
"remote_objectname": "Hub Message",
"remote_primary_key": "name"

4
erpnext/hub_node/doctype/hub_user/hub_user.json
View File

@ -121,8 +121,8 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2018-09-01 13:56:07.816894",
"modified_by": "netchamp@rawcoderz.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Hub Node",
"name": "Hub User",
"name_case": "",

4
erpnext/hub_node/doctype/hub_users/hub_users.json
View File

@ -54,12 +54,12 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2018-03-06 04:41:17.916243",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Hub Node",
"name": "Hub Users",
"name_case": "",
"owner": "test1@example.com",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,

4
erpnext/hub_node/doctype/marketplace_settings/marketplace_settings.json
View File

@ -352,12 +352,12 @@
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2019-02-01 14:21:16.729848",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Hub Node",
"name": "Marketplace Settings",
"name_case": "",
"owner": "netchamp@rawcoderz.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

2
erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.json
View File

@ -813,7 +813,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 14:44:33.670332",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Maintenance",
"name": "Maintenance Schedule",

4
erpnext/maintenance/doctype/maintenance_visit/maintenance_visit.json
View File

@ -1001,11 +1001,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2020-07-15 14:44:44.911402",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Maintenance",
"name": "Maintenance Visit",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 1,

4
erpnext/maintenance/doctype/maintenance_visit_purpose/maintenance_visit_purpose.json
View File

@ -125,11 +125,11 @@
],
"idx": 1,
"istable": 1,
"modified": "2019-10-03 14:55:52.786805",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Maintenance",
"name": "Maintenance Visit Purpose",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",

407
erpnext/non_profit/doctype/donor/donor.json
View File

@ -1,336 +1,105 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 1,
"autoname": "field:email",
"beta": 0,
"creation": "2017-09-19 16:20:27.510196",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"allow_rename": 1,
"autoname": "field:email",
"creation": "2017-09-19 16:20:27.510196",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"donor_name",
"column_break_5",
"donor_type",
"email",
"image",
"address_contacts",
"address_html",
"column_break_9",
"contact_html"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "donor_name",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Donor Name",
"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,
"unique": 0
},
"fieldname": "donor_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Donor Name",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "column_break_5",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "donor_type",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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3
erpnext/non_profit/doctype/member/member.json
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8
erpnext/non_profit/doctype/membership/membership.json
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678
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"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "volunteer_skills",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Volunteer Skills",
"length": 0,
"no_copy": 0,
"options": "Volunteer Skill",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "volunteer_skills",
"fieldtype": "Table",
"label": "Volunteer Skills",
"options": "Volunteer Skill"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_15",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "section_break_15",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "note",
"fieldtype": "Long Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Note",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "note",
"fieldtype": "Long Text",
"label": "Note"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_field": "image",
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-11-04 03:36:25.776211",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Volunteer",
"name_case": "",
"owner": "Administrator",
],
"image_field": "image",
"links": [],
"modified": "2020-09-16 23:45:15.595952",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Volunteer",
"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": "Non Profit Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Non Profit Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"restrict_to_domain": "Non Profit",
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "volunteer_name",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"quick_entry": 1,
"restrict_to_domain": "Non Profit",
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "volunteer_name",
"track_changes": 1
}

3
erpnext/patches.txt
View File

@ -690,6 +690,7 @@ erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation
erpnext.patches.v13_0.update_old_loans
erpnext.patches.v12_0.set_serial_no_status #2020-05-21
erpnext.patches.v12_0.update_price_list_currency_in_bom
execute:frappe.reload_doctype('Dashboard')
execute:frappe.delete_doc_if_exists('Dashboard', 'Accounts')
erpnext.patches.v13_0.update_actual_start_and_end_date_in_wo
erpnext.patches.v13_0.set_company_field_in_healthcare_doctypes #2020-05-25
@ -725,4 +726,6 @@ erpnext.patches.v12_0.rename_lost_reason_detail
erpnext.patches.v13_0.drop_razorpay_payload_column
erpnext.patches.v13_0.update_start_end_date_for_old_shift_assignment
erpnext.patches.v13_0.setting_custom_roles_for_some_regional_reports
erpnext.patches.v13_0.rename_issue_doctype_fields
erpnext.patches.v13_0.change_default_pos_print_format
erpnext.patches.v13_0.set_youtube_video_id

5
erpnext/patches/v12_0/move_plaid_settings_to_doctype.py
View File

@ -4,17 +4,16 @@
from __future__ import unicode_literals
import frappe
def execute():
frappe.reload_doc("erpnext_integrations", "doctype", "plaid_settings")
plaid_settings = frappe.get_single("Plaid Settings")
if plaid_settings.enabled:
if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env \
and frappe.conf.plaid_public_key and frappe.conf.plaid_secret):
if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env and frappe.conf.plaid_secret):
plaid_settings.enabled = 0
else:
plaid_settings.update({
"plaid_client_id": frappe.conf.plaid_client_id,
"plaid_public_key": frappe.conf.plaid_public_key,
"plaid_env": frappe.conf.plaid_env,
"plaid_secret": frappe.conf.plaid_secret
})

65
erpnext/patches/v13_0/rename_issue_doctype_fields.py Normal file
View File

@ -0,0 +1,65 @@
# Copyright (c) 2020, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.utils.rename_field import rename_field
def execute():
if frappe.db.exists('DocType', 'Issue'):
issues = frappe.db.get_all('Issue', fields=['name', 'response_by_variance', 'resolution_by_variance', 'mins_to_first_response'],
order_by='creation desc')
frappe.reload_doc('support', 'doctype', 'issue')
# rename fields
rename_map = {
'agreement_fulfilled': 'agreement_status',
'mins_to_first_response': 'first_response_time'
}
for old, new in rename_map.items():
rename_field('Issue', old, new)
# change fieldtype to duration
count = 0
for entry in issues:
response_by_variance = convert_to_seconds(entry.response_by_variance, 'Hours')
resolution_by_variance = convert_to_seconds(entry.resolution_by_variance, 'Hours')
mins_to_first_response = convert_to_seconds(entry.mins_to_first_response, 'Minutes')
frappe.db.set_value('Issue', entry.name, {
'response_by_variance': response_by_variance,
'resolution_by_variance': resolution_by_variance,
'first_response_time': mins_to_first_response
})
# commit after every 100 updates
count += 1
if count%100 == 0:
frappe.db.commit()
if frappe.db.exists('DocType', 'Opportunity'):
opportunities = frappe.db.get_all('Opportunity', fields=['name', 'mins_to_first_response'], order_by='creation desc')
frappe.reload_doc('crm', 'doctype', 'opportunity')
rename_field('Opportunity', 'mins_to_first_response', 'first_response_time')
# change fieldtype to duration
count = 0
for entry in opportunities:
mins_to_first_response = convert_to_seconds(entry.mins_to_first_response, 'Minutes')
frappe.db.set_value('Opportunity', entry.name, 'first_response_time', mins_to_first_response)
# commit after every 100 updates
count += 1
if count%100 == 0:
frappe.db.commit()
# renamed reports from "Minutes to First Response for Issues" to "First Response Time for Issues". Same for Opportunity
for report in ['Minutes to First Response for Issues', 'Minutes to First Response for Opportunity']:
if frappe.db.exists('Report', report):
frappe.delete_doc('Report', report)
def convert_to_seconds(value, unit):
seconds = 0
if unit == 'Hours':
seconds = value * 3600
if unit == 'Minutes':
seconds = value * 60
return seconds

10
erpnext/patches/v13_0/set_youtube_video_id.py Normal file
View File

@ -0,0 +1,10 @@
from __future__ import unicode_literals
import frappe
from erpnext.utilities.doctype.video.video import get_id_from_url
def execute():
frappe.reload_doc("utilities", "doctype","video")
for video in frappe.get_all("Video", fields=["name", "url", "youtube_video_id"]):
if video.url and not video.youtube_video_id:
frappe.db.set_value("Video", video.name, "youtube_video_id", get_id_from_url(video.url))

4
erpnext/projects/doctype/dependent_task/dependent_task.json
View File

@ -48,8 +48,8 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-10-26 17:37:25.638190",
"modified_by": "rohitw1991@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Projects",
"name": "Dependent Task",
"name_case": "",

4
erpnext/public/js/conf.js
View File

@ -11,7 +11,9 @@ $.extend(frappe.breadcrumbs.preferred, {
"Territory": "Selling",
"Sales Person": "Selling",
"Sales Partner": "Selling",
"Brand": "Stock"
"Brand": "Stock",
"Maintenance Schedule": "Support",
"Maintenance Visit": "Support"
});
$.extend(frappe.breadcrumbs.module_map, {

2
erpnext/public/js/controllers/accounts.js
View File

@ -120,7 +120,7 @@ frappe.ui.form.on('Salary Structure', {
var get_payment_mode_account = function(frm, mode_of_payment, callback) {
if(!frm.doc.company) {
frappe.throw(__("Please select the Company first"));
frappe.throw({message:__("Please select a Company first."), title: __("Mandatory")});
}
if(!mode_of_payment) {

2
erpnext/public/js/controllers/taxes_and_totals.js
View File

@ -595,7 +595,7 @@ erpnext.taxes_and_totals = erpnext.payments.extend({
$.each(actual_taxes_dict, function(key, value) {
if (value) total_actual_tax += value;
});
return flt(this.frm.doc.grand_total - total_actual_tax, precision("grand_total"));
}
},

2
erpnext/public/js/controllers/transaction.js
View File

@ -417,7 +417,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({
var taxes_and_charges_field = frappe.meta.get_docfield(me.frm.doc.doctype, "taxes_and_charges",
me.frm.doc.name);
if (!this.frm.doc.taxes_and_charges && this.frm.doc.taxes) {
if (!this.frm.doc.taxes_and_charges && this.frm.doc.taxes && this.frm.doc.taxes.length > 0) {
return;
}

2
erpnext/public/js/education/lms/quiz.js
View File

@ -140,7 +140,7 @@ class Question {
make_question() {
let question_wrapper = document.createElement('h5');
question_wrapper.classList.add('mt-3');
question_wrapper.innerText = this.question;
question_wrapper.innerHTML = this.question;
this.wrapper.appendChild(question_wrapper);
}

3
erpnext/public/js/utils.js
View File

@ -480,7 +480,7 @@ erpnext.utils.update_child_items = function(opts) {
callback: r => {
if(!r.exc) {
if (this.doc.conversion_factor == r.message.conversion_factor) return;
const docname = this.doc.docname;
dialog.fields_dict.trans_items.df.data.some(doc => {
if (doc.docname == docname) {
@ -677,6 +677,7 @@ erpnext.utils.map_current_doc = function(opts) {
date_field: opts.date_field || undefined,
setters: opts.setters,
get_query: opts.get_query,
add_filters_group: 1,
action: function(selections, args) {
let values = selections;
if(values.length === 0){

6
erpnext/public/js/utils/party.js
View File

@ -224,6 +224,10 @@ erpnext.utils.set_taxes = function(frm, triggered_from_field) {
party = frm.doc.party_name;
}
if (!frm.doc.company) {
frappe.throw(__("Kindly select the company first"));
}
frappe.call({
method: "erpnext.accounts.party.set_taxes",
args: {
@ -292,4 +296,4 @@ erpnext.utils.get_shipping_address = function(frm, callback){
} else {
frappe.msgprint(__("Select company first"));
}
}
}

0
erpnext/support/report/minutes_to_first_response_for_issues/__init__.py → erpnext/regional/germany/utils/__init__.py
View File

0
erpnext/regional/germany/utils/datev/__init__.py Normal file
View File

75
erpnext/regional/report/datev/datev_constants.py → erpnext/regional/germany/utils/datev/datev_constants.py
View File

@ -460,80 +460,8 @@ ACCOUNT_NAME_COLUMNS = [
"Sprach-ID"
]
QUERY_REPORT_COLUMNS = [
{
"label": "Umsatz (ohne Soll/Haben-Kz)",
"fieldname": "Umsatz (ohne Soll/Haben-Kz)",
"fieldtype": "Currency",
"width": 100
},
{
"label": "Soll/Haben-Kennzeichen",
"fieldname": "Soll/Haben-Kennzeichen",
"fieldtype": "Data",
"width": 100
},
{
"label": "Konto",
"fieldname": "Konto",
"fieldtype": "Data",
"width": 100
},
{
"label": "Gegenkonto (ohne BU-Schlüssel)",
"fieldname": "Gegenkonto (ohne BU-Schlüssel)",
"fieldtype": "Data",
"width": 100
},
{
"label": "Belegdatum",
"fieldname": "Belegdatum",
"fieldtype": "Date",
"width": 100
},
{
"label": "Belegfeld 1",
"fieldname": "Belegfeld 1",
"fieldtype": "Data",
"width": 150
},
{
"label": "Buchungstext",
"fieldname": "Buchungstext",
"fieldtype": "Text",
"width": 300
},
{
"label": "Beleginfo - Art 1",
"fieldname": "Beleginfo - Art 1",
"fieldtype": "Link",
"options": "DocType",
"width": 100
},
{
"label": "Beleginfo - Inhalt 1",
"fieldname": "Beleginfo - Inhalt 1",
"fieldtype": "Dynamic Link",
"options": "Beleginfo - Art 1",
"width": 150
},
{
"label": "Beleginfo - Art 2",
"fieldname": "Beleginfo - Art 2",
"fieldtype": "Link",
"options": "DocType",
"width": 100
},
{
"label": "Beleginfo - Inhalt 2",
"fieldname": "Beleginfo - Inhalt 2",
"fieldtype": "Dynamic Link",
"options": "Beleginfo - Art 2",
"width": 150
}
]
class DataCategory():
"""Field of the CSV Header."""
DEBTORS_CREDITORS = "16"
@ -542,6 +470,7 @@ class DataCategory():
POSTING_TEXT_CONSTANTS = "67"
class FormatName():
"""Field of the CSV Header, corresponds to DataCategory."""
DEBTORS_CREDITORS = "Debitoren/Kreditoren"

174
erpnext/regional/germany/utils/datev/datev_csv.py Normal file
View File

@ -0,0 +1,174 @@
# coding: utf-8
from __future__ import unicode_literals
import datetime
import zipfile
from csv import QUOTE_NONNUMERIC
from six import BytesIO
import six
import frappe
import pandas as pd
from frappe import _
from .datev_constants import DataCategory
def get_datev_csv(data, filters, csv_class):
"""
Fill in missing columns and return a CSV in DATEV Format.
For automatic processing, DATEV requires the first line of the CSV file to
hold meta data such as the length of account numbers oder the category of
the data.
Arguments:
data -- array of dictionaries
filters -- dict
csv_class -- defines DATA_CATEGORY, FORMAT_NAME and COLUMNS
"""
empty_df = pd.DataFrame(columns=csv_class.COLUMNS)
data_df = pd.DataFrame.from_records(data)
result = empty_df.append(data_df, sort=True)
if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS:
result['Belegdatum'] = pd.to_datetime(result['Belegdatum'])
if csv_class.DATA_CATEGORY == DataCategory.ACCOUNT_NAMES:
result['Sprach-ID'] = 'de-DE'
data = result.to_csv(
# Reason for str(';'): https://github.com/pandas-dev/pandas/issues/6035
sep=str(';'),
# European decimal seperator
decimal=',',
# Windows "ANSI" encoding
encoding='latin_1',
# format date as DDMM
date_format='%d%m',
# Windows line terminator
line_terminator='\r\n',
# Do not number rows
index=False,
# Use all columns defined above
columns=csv_class.COLUMNS,
# Quote most fields, even currency values with "," separator
quoting=QUOTE_NONNUMERIC
)
if not six.PY2:
data = data.encode('latin_1')
header = get_header(filters, csv_class)
header = ';'.join(header).encode('latin_1')
# 1st Row: Header with meta data
# 2nd Row: Data heading (Überschrift der Nutzdaten), included in `data` here.
# 3rd - nth Row: Data (Nutzdaten)
return header + b'\r\n' + data
def get_header(filters, csv_class):
description = filters.get('voucher_type', csv_class.FORMAT_NAME)
company = filters.get('company')
datev_settings = frappe.get_doc('DATEV Settings', {'client': company})
default_currency = frappe.get_value('Company', company, 'default_currency')
coa = frappe.get_value('Company', company, 'chart_of_accounts')
coa_short_code = '04' if 'SKR04' in coa else ('03' if 'SKR03' in coa else '')
header = [
# DATEV format
# "DTVF" = created by DATEV software,
# "EXTF" = created by other software
'"EXTF"',
# version of the DATEV format
# 141 = 1.41,
# 510 = 5.10,
# 720 = 7.20
'700',
csv_class.DATA_CATEGORY,
'"%s"' % csv_class.FORMAT_NAME,
# Format version (regarding format name)
csv_class.FORMAT_VERSION,
# Generated on
datetime.datetime.now().strftime('%Y%m%d%H%M%S') + '000',
# Imported on -- stays empty
'',
# Origin. Any two symbols, will be replaced by "SV" on import.
'"EN"',
# I = Exported by
'"%s"' % frappe.session.user,
# J = Imported by -- stays empty
'',
# K = Tax consultant number (Beraternummer)
datev_settings.get('consultant_number', '0000000'),
# L = Tax client number (Mandantennummer)
datev_settings.get('client_number', '00000'),
# M = Start of the fiscal year (Wirtschaftsjahresbeginn)
frappe.utils.formatdate(frappe.defaults.get_user_default('year_start_date'), 'yyyyMMdd'),
# N = Length of account numbers (Sachkontenlänge)
datev_settings.get('account_number_length', '4'),
# O = Transaction batch start date (YYYYMMDD)
frappe.utils.formatdate(filters.get('from_date'), 'yyyyMMdd') if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# P = Transaction batch end date (YYYYMMDD)
frappe.utils.formatdate(filters.get('to_date'), 'yyyyMMdd') if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# Q = Description (for example, "Sales Invoice") Max. 30 chars
'"{}"'.format(_(description)) if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# R = Diktatkürzel
'',
# S = Buchungstyp
# 1 = Transaction batch (Finanzbuchführung),
# 2 = Annual financial statement (Jahresabschluss)
'1' if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# T = Rechnungslegungszweck
# 0 oder leer = vom Rechnungslegungszweck unabhängig
# 50 = Handelsrecht
# 30 = Steuerrecht
# 64 = IFRS
# 40 = Kalkulatorik
# 11 = Reserviert
# 12 = Reserviert
'0' if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# U = Festschreibung
# TODO: Filter by Accounting Period. In export for closed Accounting Period, this will be "1"
'0',
# V = Default currency, for example, "EUR"
'"%s"' % default_currency if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# reserviert
'',
# Derivatskennzeichen
'',
# reserviert
'',
# reserviert
'',
# SKR
'"%s"' % coa_short_code,
# Branchen-Lösungs-ID
'',
# reserviert
'',
# reserviert
'',
# Anwendungsinformation (Verarbeitungskennzeichen der abgebenden Anwendung)
''
]
return header
def download_csv_files_as_zip(csv_data_list):
"""
Put CSV files in a zip archive and send that to the client.
Params:
csv_data_list -- list of dicts [{'file_name': 'EXTF_Buchunsstapel.zip', 'csv_data': get_datev_csv()}]
"""
zip_buffer = BytesIO()
datev_zip = zipfile.ZipFile(zip_buffer, mode='w', compression=zipfile.ZIP_DEFLATED)
for csv_file in csv_data_list:
datev_zip.writestr(csv_file.get('file_name'), csv_file.get('csv_data'))
datev_zip.close()
frappe.response['filecontent'] = zip_buffer.getvalue()
frappe.response['filename'] = 'DATEV.zip'
frappe.response['type'] = 'binary'

280
erpnext/regional/report/datev/datev.py
View File

@ -9,31 +9,91 @@ Provide a report and downloadable CSV according to the German DATEV format.
"""
from __future__ import unicode_literals
import datetime
import json
import zipfile
import six
import frappe
import pandas as pd
from frappe import _
from csv import QUOTE_NONNUMERIC
from six import BytesIO
from six import string_types
from .datev_constants import DataCategory
from .datev_constants import Transactions
from .datev_constants import DebtorsCreditors
from .datev_constants import AccountNames
from .datev_constants import QUERY_REPORT_COLUMNS
from erpnext.regional.germany.utils.datev.datev_csv import download_csv_files_as_zip, get_datev_csv
from erpnext.regional.germany.utils.datev.datev_constants import Transactions, DebtorsCreditors, AccountNames
COLUMNS = [
{
"label": "Umsatz (ohne Soll/Haben-Kz)",
"fieldname": "Umsatz (ohne Soll/Haben-Kz)",
"fieldtype": "Currency",
"width": 100
},
{
"label": "Soll/Haben-Kennzeichen",
"fieldname": "Soll/Haben-Kennzeichen",
"fieldtype": "Data",
"width": 100
},
{
"label": "Konto",
"fieldname": "Konto",
"fieldtype": "Data",
"width": 100
},
{
"label": "Gegenkonto (ohne BU-Schlüssel)",
"fieldname": "Gegenkonto (ohne BU-Schlüssel)",
"fieldtype": "Data",
"width": 100
},
{
"label": "Belegdatum",
"fieldname": "Belegdatum",
"fieldtype": "Date",
"width": 100
},
{
"label": "Belegfeld 1",
"fieldname": "Belegfeld 1",
"fieldtype": "Data",
"width": 150
},
{
"label": "Buchungstext",
"fieldname": "Buchungstext",
"fieldtype": "Text",
"width": 300
},
{
"label": "Beleginfo - Art 1",
"fieldname": "Beleginfo - Art 1",
"fieldtype": "Link",
"options": "DocType",
"width": 100
},
{
"label": "Beleginfo - Inhalt 1",
"fieldname": "Beleginfo - Inhalt 1",
"fieldtype": "Dynamic Link",
"options": "Beleginfo - Art 1",
"width": 150
},
{
"label": "Beleginfo - Art 2",
"fieldname": "Beleginfo - Art 2",
"fieldtype": "Link",
"options": "DocType",
"width": 100
},
{
"label": "Beleginfo - Inhalt 2",
"fieldname": "Beleginfo - Inhalt 2",
"fieldtype": "Dynamic Link",
"options": "Beleginfo - Art 2",
"width": 150
}
]
def execute(filters=None):
"""Entry point for frappe."""
validate(filters)
result = get_transactions(filters, as_dict=0)
columns = QUERY_REPORT_COLUMNS
return columns, result
return COLUMNS, get_transactions(filters, as_dict=0)
def validate(filters):
@ -240,146 +300,8 @@ def get_account_names(filters):
""", filters, as_dict=1)
def get_datev_csv(data, filters, csv_class):
"""
Fill in missing columns and return a CSV in DATEV Format.
For automatic processing, DATEV requires the first line of the CSV file to
hold meta data such as the length of account numbers oder the category of
the data.
Arguments:
data -- array of dictionaries
filters -- dict
csv_class -- defines DATA_CATEGORY, FORMAT_NAME and COLUMNS
"""
empty_df = pd.DataFrame(columns=csv_class.COLUMNS)
data_df = pd.DataFrame.from_records(data)
result = empty_df.append(data_df, sort=True)
if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS:
result['Belegdatum'] = pd.to_datetime(result['Belegdatum'])
if csv_class.DATA_CATEGORY == DataCategory.ACCOUNT_NAMES:
result['Sprach-ID'] = 'de-DE'
data = result.to_csv(
# Reason for str(';'): https://github.com/pandas-dev/pandas/issues/6035
sep=str(';'),
# European decimal seperator
decimal=',',
# Windows "ANSI" encoding
encoding='latin_1',
# format date as DDMM
date_format='%d%m',
# Windows line terminator
line_terminator='\r\n',
# Do not number rows
index=False,
# Use all columns defined above
columns=csv_class.COLUMNS,
# Quote most fields, even currency values with "," separator
quoting=QUOTE_NONNUMERIC
)
if not six.PY2:
data = data.encode('latin_1')
header = get_header(filters, csv_class)
header = ';'.join(header).encode('latin_1')
# 1st Row: Header with meta data
# 2nd Row: Data heading (Überschrift der Nutzdaten), included in `data` here.
# 3rd - nth Row: Data (Nutzdaten)
return header + b'\r\n' + data
def get_header(filters, csv_class):
description = filters.get('voucher_type', csv_class.FORMAT_NAME)
header = [
# DATEV format
# "DTVF" = created by DATEV software,
# "EXTF" = created by other software
'"EXTF"',
# version of the DATEV format
# 141 = 1.41,
# 510 = 5.10,
# 720 = 7.20
'700',
csv_class.DATA_CATEGORY,
'"%s"' % csv_class.FORMAT_NAME,
# Format version (regarding format name)
csv_class.FORMAT_VERSION,
# Generated on
datetime.datetime.now().strftime("%Y%m%d%H%M%S") + '000',
# Imported on -- stays empty
'',
# Origin. Any two symbols, will be replaced by "SV" on import.
'"EN"',
# I = Exported by
'"%s"' % frappe.session.user,
# J = Imported by -- stays empty
'',
# K = Tax consultant number (Beraternummer)
filters.get('consultant_number', '0000000'),
# L = Tax client number (Mandantennummer)
filters.get('client_number', '00000'),
# M = Start of the fiscal year (Wirtschaftsjahresbeginn)
frappe.utils.formatdate(frappe.defaults.get_user_default("year_start_date"), "yyyyMMdd"),
# N = Length of account numbers (Sachkontenlänge)
'%d' % filters.get('acc_len', 4),
# O = Transaction batch start date (YYYYMMDD)
frappe.utils.formatdate(filters.get('from_date'), "yyyyMMdd") if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# P = Transaction batch end date (YYYYMMDD)
frappe.utils.formatdate(filters.get('to_date'), "yyyyMMdd") if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# Q = Description (for example, "Sales Invoice") Max. 30 chars
'"{}"'.format(_(description)) if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# R = Diktatkürzel
'',
# S = Buchungstyp
# 1 = Transaction batch (Finanzbuchführung),
# 2 = Annual financial statement (Jahresabschluss)
'1' if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# T = Rechnungslegungszweck
# 0 oder leer = vom Rechnungslegungszweck unabhängig
# 50 = Handelsrecht
# 30 = Steuerrecht
# 64 = IFRS
# 40 = Kalkulatorik
# 11 = Reserviert
# 12 = Reserviert
'0' if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# U = Festschreibung
# TODO: Filter by Accounting Period. In export for closed Accounting Period, this will be "1"
'0',
# V = Default currency, for example, "EUR"
'"%s"' % filters.get('default_currency', 'EUR') if csv_class.DATA_CATEGORY == DataCategory.TRANSACTIONS else '',
# reserviert
'',
# Derivatskennzeichen
'',
# reserviert
'',
# reserviert
'',
# SKR
'"%s"' % filters.get('skr', '04'),
# Branchen-Lösungs-ID
'',
# reserviert
'',
# reserviert
'',
# Anwendungsinformation (Verarbeitungskennzeichen der abgebenden Anwendung)
''
]
return header
@frappe.whitelist()
def download_datev_csv(filters=None):
def download_datev_csv(filters):
"""
Provide accounting entries for download in DATEV format.
@ -400,38 +322,26 @@ def download_datev_csv(filters=None):
coa = frappe.get_value('Company', filters.get('company'), 'chart_of_accounts')
filters['skr'] = '04' if 'SKR04' in coa else ('03' if 'SKR03' in coa else '')
# set account number length
account_numbers = frappe.get_list('Account', fields=['account_number'], filters={'is_group': 0, 'account_number': ('!=', '')})
filters['acc_len'] = max([len(a.account_number) for a in account_numbers])
filters['consultant_number'] = frappe.get_value('DATEV Settings', filters.get('company'), 'consultant_number')
filters['client_number'] = frappe.get_value('DATEV Settings', filters.get('company'), 'client_number')
filters['default_currency'] = frappe.get_value('Company', filters.get('company'), 'default_currency')
# This is where my zip will be written
zip_buffer = BytesIO()
# This is my zip file
datev_zip = zipfile.ZipFile(zip_buffer, mode='w', compression=zipfile.ZIP_DEFLATED)
transactions = get_transactions(filters)
transactions_csv = get_datev_csv(transactions, filters, csv_class=Transactions)
datev_zip.writestr('EXTF_Buchungsstapel.csv', transactions_csv)
account_names = get_account_names(filters)
account_names_csv = get_datev_csv(account_names, filters, csv_class=AccountNames)
datev_zip.writestr('EXTF_Kontenbeschriftungen.csv', account_names_csv)
customers = get_customers(filters)
customers_csv = get_datev_csv(customers, filters, csv_class=DebtorsCreditors)
datev_zip.writestr('EXTF_Kunden.csv', customers_csv)
suppliers = get_suppliers(filters)
suppliers_csv = get_datev_csv(suppliers, filters, csv_class=DebtorsCreditors)
datev_zip.writestr('EXTF_Lieferanten.csv', suppliers_csv)
# You must call close() before exiting your program or essential records will not be written.
datev_zip.close()
frappe.response['filecontent'] = zip_buffer.getvalue()
frappe.response['filename'] = 'DATEV.zip'
frappe.response['type'] = 'binary'
download_csv_files_as_zip([
{
'file_name': 'EXTF_Buchungsstapel.csv',
'csv_data': get_datev_csv(transactions, filters, csv_class=Transactions)
},
{
'file_name': 'EXTF_Kontenbeschriftungen.csv',
'csv_data': get_datev_csv(account_names, filters, csv_class=AccountNames)
},
{
'file_name': 'EXTF_Kunden.csv',
'csv_data': get_datev_csv(customers, filters, csv_class=DebtorsCreditors)
},
{
'file_name': 'EXTF_Lieferanten.csv',
'csv_data': get_datev_csv(suppliers, filters, csv_class=DebtorsCreditors)
},
])

18
erpnext/regional/report/datev/test_datev.py
View File

@ -1,32 +1,22 @@
# coding=utf-8
from __future__ import unicode_literals
import os
import json
import zipfile
import frappe
from six import BytesIO
from unittest import TestCase
import frappe
from frappe.utils import getdate, today, now_datetime, cstr
from frappe.test_runner import make_test_objects
from frappe.utils import today, now_datetime, cstr
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import create_charts
from erpnext.regional.report.datev.datev import validate
from erpnext.regional.report.datev.datev import get_transactions
from erpnext.regional.report.datev.datev import get_customers
from erpnext.regional.report.datev.datev import get_suppliers
from erpnext.regional.report.datev.datev import get_account_names
from erpnext.regional.report.datev.datev import get_datev_csv
from erpnext.regional.report.datev.datev import get_header
from erpnext.regional.report.datev.datev import download_datev_csv
from erpnext.regional.report.datev.datev_constants import DataCategory
from erpnext.regional.report.datev.datev_constants import Transactions
from erpnext.regional.report.datev.datev_constants import DebtorsCreditors
from erpnext.regional.report.datev.datev_constants import AccountNames
from erpnext.regional.report.datev.datev_constants import QUERY_REPORT_COLUMNS
from erpnext.regional.germany.utils.datev.datev_csv import get_datev_csv, get_header
from erpnext.regional.germany.utils.datev.datev_constants import Transactions, DebtorsCreditors, AccountNames
def make_company(company_name, abbr):
if not frappe.db.exists("Company", company_name):

4
erpnext/selling/doctype/industry_type/industry_type.json
View File

@ -49,11 +49,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2016-07-25 05:24:25.881361",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Selling",
"name": "Industry Type",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

4
erpnext/selling/doctype/product_bundle/product_bundle.json
View File

@ -238,8 +238,8 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2017-10-18 14:23:06.538568",
"modified_by": "tundebabzy@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Selling",
"name": "Product Bundle",
"owner": "Administrator",

16
erpnext/selling/page/point_of_sale/pos_payment.js
View File

@ -70,13 +70,23 @@ erpnext.PointOfSale.Payment = class {
this.$invoice_fields.append(
`<div class="invoice_detail_field ${df.fieldname}-field" data-fieldname="${df.fieldname}"></div>`
);
let df_events = {
onchange: function() { frm.set_value(this.df.fieldname, this.value); }
}
if (df.fieldtype == "Button") {
df_events = {
click: function() {
if (frm.script_manager.has_handlers(df.fieldname, frm.doc.doctype)) {
frm.script_manager.trigger(df.fieldname, frm.doc.doctype, frm.doc.docname);
}
}
}
}
this[`${df.fieldname}_field`] = frappe.ui.form.make_control({
df: {
...df,
onchange: function() {
frm.set_value(this.df.fieldname, this.value);
}
...df_events
},
parent: this.$invoice_fields.find(`.${df.fieldname}-field`),
render_input: true,

2
erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py
View File

@ -188,7 +188,7 @@ def get_conditions(filters):
conditions += "AND so.transaction_date <= '%s'" %filters.to_date
if filters.get("item_code"):
conditions += "AND so_item.item_code = '%s'" %frappe.db.escape(filters.item_code)
conditions += "AND so_item.item_code = %s" %frappe.db.escape(filters.item_code)
if filters.get("customer"):
conditions += "AND so.customer = %s" %frappe.db.escape(filters.customer)

2
erpnext/selling/report/sales_analytics/sales_analytics.js
View File

@ -8,7 +8,7 @@ frappe.query_reports["Sales Analytics"] = {
fieldname: "tree_type",
label: __("Tree Type"),
fieldtype: "Select",
options: ["Customer Group","Customer","Item Group","Item","Territory","Order Type"],
options: ["Customer Group", "Customer", "Item Group", "Item", "Territory", "Order Type", "Project"],
default: "Customer",
reqd: 1
},

26
erpnext/selling/report/sales_analytics/sales_analytics.py
View File

@ -34,7 +34,7 @@ class Analytics(object):
def get_columns(self):
self.columns = [{
"label": _(self.filters.tree_type + " ID"),
"label": _(self.filters.tree_type),
"options": self.filters.tree_type if self.filters.tree_type != "Order Type" else "",
"fieldname": "entity",
"fieldtype": "Link" if self.filters.tree_type != "Order Type" else "Data",
@ -97,6 +97,10 @@ class Analytics(object):
self.get_sales_transactions_based_on_order_type()
self.get_rows_by_group()
elif self.filters.tree_type == "Project":
self.get_sales_transactions_based_on_project()
self.get_rows()
def get_sales_transactions_based_on_order_type(self):
if self.filters["value_quantity"] == 'Value':
value_field = "base_net_total"
@ -198,6 +202,24 @@ class Analytics(object):
self.get_groups()
def get_sales_transactions_based_on_project(self):
if self.filters["value_quantity"] == 'Value':
value_field = "base_net_total as value_field"
else:
value_field = "total_qty as value_field"
entity = "project as entity"
self.entries = frappe.get_all(self.filters.doc_type,
fields=[entity, value_field, self.date_field],
filters={
"docstatus": 1,
"company": self.filters.company,
"project": ["!=", ""],
self.date_field: ('between', [self.filters.from_date, self.filters.to_date])
}
)
def get_rows(self):
self.data = []
self.get_periodic_data()
@ -205,7 +227,7 @@ class Analytics(object):
for entity, period_data in iteritems(self.entity_periodic_data):
row = {
"entity": entity,
"entity_name": self.entity_names.get(entity)
"entity_name": self.entity_names.get(entity) if hasattr(self, 'entity_names') else None
}
total = 0
for end_date in self.periodic_daterange:

4
erpnext/shopping_cart/cart.py
View File

@ -96,7 +96,9 @@ def place_order():
def request_for_quotation():
quotation = _get_cart_quotation()
quotation.flags.ignore_permissions = True
quotation.submit()
quotation.save()
if not get_shopping_cart_settings().save_quotations_as_draft:
quotation.submit()
return quotation.name
@frappe.whitelist()

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