fix: customer group and territory not mandatory (#37050)

* fix: customer group and territory not mandatory

* fix: supplier group not required

* test: added test case for customer and supplier without group

* test: Customer without customer group and territory

* chore: remove unwanted changes

* test: Supplier without supplier group

* test: code cleanup

---------

Co-authored-by: Deepesh Garg <deepeshgarg6@gmail.com>

erpnext/accounts/doctype/opening_invoice_creation_tool/test_opening_invoice_creation_tool.py

@@ -218,6 +218,7 @@ def make_customer(customer=None):
 			"territory": "All Territories",
 		}
 	)
+
 	if not frappe.db.exists("Customer", customer_name):
 		customer.insert(ignore_permissions=True)
 		return customer.name

erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py

@@ -1916,6 +1916,32 @@ class TestPurchaseInvoice(unittest.TestCase, StockTestMixin):
 		pi.load_from_db()
 		self.assertFalse(pi.repost_required)
 
+	@change_settings("Buying Settings", {"supplier_group": None})
+	def test_purchase_invoice_without_supplier_group(self):
+		# Create a Supplier
+		test_supplier_name = "_Test Supplier Without Supplier Group"
+		if not frappe.db.exists("Supplier", test_supplier_name):
+			supplier = frappe.get_doc(
+				{
+					"doctype": "Supplier",
+					"supplier_name": test_supplier_name,
+				}
+			).insert(ignore_permissions=True)
+
+			self.assertEqual(supplier.supplier_group, None)
+
+		po = create_purchase_order(
+			supplier=test_supplier_name,
+			rate=3000,
+			item="_Test Non Stock Item",
+			posting_date="2021-09-15",
+		)
+
+		pi = make_purchase_invoice(supplier=test_supplier_name)
+
+		self.assertEqual(po.docstatus, 1)
+		self.assertEqual(pi.docstatus, 1)
+
 
 def set_advance_flag(company, flag, default_account):
 	frappe.db.set_value(

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -26,6 +26,7 @@ from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_sched
 from erpnext.controllers.accounts_controller import update_invoice_status
 from erpnext.controllers.taxes_and_totals import get_itemised_tax_breakup_data
 from erpnext.exceptions import InvalidAccountCurrency, InvalidCurrency
+from erpnext.selling.doctype.customer.test_customer import get_customer_dict
 from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice
 from erpnext.stock.doctype.item.test_item import create_item
 from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
@@ -3400,6 +3401,24 @@ class TestSalesInvoice(unittest.TestCase):
 
 		set_advance_flag(company="_Test Company", flag=0, default_account="")
 
+	@change_settings("Selling Settings", {"customer_group": None, "territory": None})
+	def test_sales_invoice_without_customer_group_and_territory(self):
+		# create a customer
+		if not frappe.db.exists("Customer", "_Test Simple Customer"):
+			customer_dict = get_customer_dict("_Test Simple Customer")
+			customer_dict.pop("customer_group")
+			customer_dict.pop("territory")
+			customer = frappe.get_doc(customer_dict).insert(ignore_permissions=True)
+
+			self.assertEqual(customer.customer_group, None)
+			self.assertEqual(customer.territory, None)
+
+		# create a sales invoice
+		si = create_sales_invoice(customer="_Test Simple Customer")
+		self.assertEqual(si.docstatus, 1)
+		self.assertEqual(si.customer_group, None)
+		self.assertEqual(si.territory, None)
+
 	@change_settings("Selling Settings", {"allow_negative_rates_for_items": 0})
 	def test_sales_return_negative_rate(self):
 		si = create_sales_invoice(is_return=1, qty=-2, rate=-10, do_not_save=True)

erpnext/buying/doctype/supplier/supplier.json

@@ -167,8 +167,7 @@
    "label": "Supplier Group",
    "oldfieldname": "supplier_type",
    "oldfieldtype": "Link",
-   "options": "Supplier Group",
-   "reqd": 1
+   "options": "Supplier Group"
   },
   {
    "default": "Company",
@@ -486,7 +485,7 @@
    "link_fieldname": "party"
   }
  ],
- "modified": "2023-09-21 12:24:20.398889",
+ "modified": "2023-09-25 12:48:21.869563",
  "modified_by": "Administrator",
  "module": "Buying",
  "name": "Supplier",

erpnext/buying/doctype/supplier/test_supplier.py

@@ -207,11 +207,14 @@ def create_supplier(**args):
 			"doctype": "Supplier",
 			"supplier_name": args.supplier_name,
 			"default_currency": args.default_currency,
-			"supplier_group": args.supplier_group or "Services",
 			"supplier_type": args.supplier_type or "Company",
 			"tax_withholding_category": args.tax_withholding_category,
 		}
-	).insert()
+	)
+	if not args.without_supplier_group:
+		doc.supplier_group = args.supplier_group or "Services"
+
+	doc.insert()
 
 	return doc
 

erpnext/selling/doctype/customer/customer.json

@@ -181,7 +181,6 @@
    "oldfieldname": "customer_group",
    "oldfieldtype": "Link",
    "options": "Customer Group",
-   "reqd": 1,
    "search_index": 1
   },
   {
@@ -193,8 +192,7 @@
    "oldfieldname": "territory",
    "oldfieldtype": "Link",
    "options": "Territory",
-   "print_hide": 1,
-   "reqd": 1
+   "print_hide": 1
   },
   {
    "fieldname": "tax_id",

erpnext/selling/doctype/customer/customer.py

@@ -15,14 +15,9 @@ from frappe.model.mapper import get_mapped_doc
 from frappe.model.naming import set_name_by_naming_series, set_name_from_naming_options
 from frappe.model.utils.rename_doc import update_linked_doctypes
 from frappe.utils import cint, cstr, flt, get_formatted_email, today
-from frappe.utils.nestedset import get_root_of
 from frappe.utils.user import get_users_with_role
 
-from erpnext.accounts.party import (  # noqa
-	get_dashboard_info,
-	get_timeline_data,
-	validate_party_accounts,
-)
+from erpnext.accounts.party import get_dashboard_info, validate_party_accounts  # noqa
 from erpnext.controllers.website_list_for_contact import add_role_for_portal_user
 from erpnext.utilities.transaction_base import TransactionBase
 
@@ -81,7 +76,6 @@ class Customer(TransactionBase):
 		validate_party_accounts(self)
 		self.validate_credit_limit_on_change()
 		self.set_loyalty_program()
-		self.set_territory_and_group()
 		self.check_customer_group_change()
 		self.validate_default_bank_account()
 		self.validate_internal_customer()
@@ -140,12 +134,6 @@ class Customer(TransactionBase):
 					_("{0} is not a company bank account").format(frappe.bold(self.default_bank_account))
 				)
 
-	def set_territory_and_group(self):
-		if not self.territory:
-			self.territory = get_root_of("Territory")
-		if not self.customer_group:
-			self.customer_group = get_root_of("Customer Group")
-
 	def validate_internal_customer(self):
 		if not self.is_internal_customer:
 			self.represents_company = ""