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Contact and email fields in Payment Entry (#15490)

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* Add contact_person and contact_email fields to Payment Entry

* Minor fix

* Map contact details while making Payment Entry

* Update payment_entry.py
This commit is contained in:
Shreya Shah 2018-09-26 15:38:34 +05:30 committed by Nabin Hait
parent a7ae06eadb
commit 352e6494f3
3 changed files with 110 additions and 25 deletions
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57
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -23,7 +23,6 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("party_type", function() {
return{
"filters": {
@ -31,7 +30,17 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("contact_person", function() {
if (frm.doc.party) {
return {
query: 'frappe.contacts.doctype.contact.contact.contact_query',
filters: {
link_doctype: frm.doc.party_type,
link_name: frm.doc.party
}
};
}
});
frm.set_query("paid_to", function() {
var account_types = in_list(["Receive", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
@ -114,6 +123,11 @@ frappe.ui.form.on('Payment Entry', {
frm.events.set_dynamic_labels(frm);
},
contact_person: function(frm) {
frm.set_value("contact_email", "");
erpnext.utils.get_contact_details(frm);
},
hide_unhide_fields: function(frm) {
var company_currency = frm.doc.company? frappe.get_doc(":Company", frm.doc.company).default_currency: "";
@ -146,7 +160,7 @@ frappe.ui.form.on('Payment Entry', {
frm.toggle_display("set_exchange_gain_loss",
(frm.doc.paid_amount && frm.doc.received_amount && frm.doc.difference_amount &&
((frm.doc.paid_from_account_currency != company_currency ||
frm.doc.paid_to_account_currency != company_currency) &&
frm.doc.paid_to_account_currency != company_currency) &&
frm.doc.paid_from_account_currency != frm.doc.paid_to_account_currency)));
frm.refresh_fields();
@ -208,7 +222,7 @@ frappe.ui.form.on('Payment Entry', {
});
} else {
if(frm.doc.party) {
frm.events.party(frm);
frm.events.party(frm);
}
if(frm.doc.mode_of_payment) {
@ -230,13 +244,16 @@ frappe.ui.form.on('Payment Entry', {
},
party: function(frm) {
if (frm.doc.contact_email || frm.doc.contact_person) {
frm.set_value("contact_email", "");
frm.set_value("contact_person", "");
}
if(frm.doc.payment_type && frm.doc.party_type && frm.doc.party) {
if(!frm.doc.posting_date) {
frappe.msgprint(__("Please select Posting Date before selecting Party"))
frm.set_value("party", "");
return ;
}
frm.set_party_account_based_on_party = true;
return frappe.call({
@ -302,7 +319,7 @@ frappe.ui.form.on('Payment Entry', {
frm.set_value("target_exchange_rate", frm.doc.source_exchange_rate);
}
frm.set_value("received_amount", frm.doc.paid_amount);
} else {
frm.events.received_amount(frm);
}
@ -350,7 +367,7 @@ frappe.ui.form.on('Payment Entry', {
]);
}
}
});
});
}
},
@ -402,7 +419,7 @@ frappe.ui.form.on('Payment Entry', {
}
})
},
posting_date: function(frm) {
frm.events.paid_from_account_currency(frm);
},
@ -415,7 +432,7 @@ frappe.ui.form.on('Payment Entry', {
frm.set_value("target_exchange_rate", frm.doc.source_exchange_rate);
frm.set_value("base_received_amount", frm.doc.base_paid_amount);
}
frm.events.set_unallocated_amount(frm);
}
@ -425,17 +442,17 @@ frappe.ui.form.on('Payment Entry', {
target_exchange_rate: function(frm) {
frm.set_paid_amount_based_on_received_amount = true;
if (frm.doc.received_amount) {
frm.set_value("base_received_amount",
flt(frm.doc.received_amount) * flt(frm.doc.target_exchange_rate));
if(!frm.doc.source_exchange_rate &&
if(!frm.doc.source_exchange_rate &&
(frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency)) {
frm.set_value("source_exchange_rate", frm.doc.target_exchange_rate);
frm.set_value("base_paid_amount", frm.doc.base_received_amount);
}
frm.events.set_unallocated_amount(frm);
}
frm.set_paid_amount_based_on_received_amount = false;
@ -468,14 +485,14 @@ frappe.ui.form.on('Payment Entry', {
frm.events.allocate_party_amount_against_ref_docs(frm, frm.doc.received_amount);
else
frm.events.set_unallocated_amount(frm);
frm.set_paid_amount_based_on_received_amount = false;
},
reset_received_amount: function(frm) {
if(!frm.set_paid_amount_based_on_received_amount &&
(frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency)) {
frm.set_value("received_amount", frm.doc.paid_amount);
if(frm.doc.source_exchange_rate) {
@ -483,7 +500,7 @@ frappe.ui.form.on('Payment Entry', {
}
frm.set_value("base_received_amount", frm.doc.base_paid_amount);
}
if(frm.doc.payment_type == "Receive")
frm.events.allocate_party_amount_against_ref_docs(frm, frm.doc.paid_amount);
else
@ -549,7 +566,7 @@ frappe.ui.form.on('Payment Entry', {
(frm.doc.payment_type=="Receive" && frm.doc.party_type=="Customer") ||
(frm.doc.payment_type=="Pay" && frm.doc.party_type=="Supplier") ||
(frm.doc.payment_type=="Pay" && frm.doc.party_type=="Employee") ||
(frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student")
(frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student")
) {
if(total_positive_outstanding > total_negative_outstanding)
frm.set_value("paid_amount",
@ -694,7 +711,7 @@ frappe.ui.form.on('Payment Entry', {
frm.set_value("unallocated_amount", unallocated_amount);
frm.trigger("set_difference_amount");
},
set_difference_amount: function(frm) {
var difference_amount = 0;
var base_unallocated_amount = flt(frm.doc.unallocated_amount) *
@ -753,7 +770,7 @@ frappe.ui.form.on('Payment Entry', {
frappe.msgprint(__("Row #{0}: Reference Document Type must be one of Purchase Order, Purchase Invoice or Journal Entry", [row.idx]));
return false;
}
if(frm.doc.party_type=="Employee" &&
!in_list(["Expense Claim", "Journal Entry"], row.reference_doctype)
) {

70
erpnext/accounts/doctype/payment_entry/payment_entry.json
View File

@ -376,6 +376,40 @@
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "party",
"fieldname": "contact_person",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Contact",
"length": 0,
"no_copy": 0,
"options": "Contact",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
@ -441,6 +475,40 @@
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "contact_person",
"fieldname": "contact_email",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Email",
"length": 0,
"no_copy": 0,
"options": "Email",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
@ -1972,7 +2040,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-09-11 15:44:28.647566",
"modified": "2018-09-25 14:38:48.312629",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Entry",

8
erpnext/accounts/doctype/payment_entry/payment_entry.py
View File

@ -299,12 +299,12 @@ class PaymentEntry(AccountsController):
if self.payment_type == "Receive" \
and self.base_total_allocated_amount < self.base_received_amount + total_deductions \
and self.total_allocated_amount < self.paid_amount + (total_deductions / self.source_exchange_rate):
self.unallocated_amount = (self.base_received_amount + total_deductions -
self.unallocated_amount = (self.base_received_amount + total_deductions -
self.base_total_allocated_amount) / self.source_exchange_rate
elif self.payment_type == "Pay" \
and self.base_total_allocated_amount < (self.base_paid_amount - total_deductions) \
and self.total_allocated_amount < self.received_amount + (total_deductions / self.target_exchange_rate):
self.unallocated_amount = (self.base_paid_amount - (total_deductions +
self.unallocated_amount = (self.base_paid_amount - (total_deductions +
self.base_total_allocated_amount)) / self.target_exchange_rate
def set_difference_amount(self):
@ -790,7 +790,6 @@ def get_reference_details(reference_doctype, reference_name, party_account_curre
@frappe.whitelist()
def get_payment_entry(dt, dn, party_amount=None, bank_account=None, bank_amount=None):
doc = frappe.get_doc(dt, dn)
if dt in ("Sales Order", "Purchase Order") and flt(doc.per_billed, 2) > 0:
frappe.throw(_("Can only make payment against unbilled {0}").format(dt))
@ -877,7 +876,8 @@ def get_payment_entry(dt, dn, party_amount=None, bank_account=None, bank_amount=
pe.mode_of_payment = doc.get("mode_of_payment")
pe.party_type = party_type
pe.party = doc.get(scrub(party_type))
pe.contact_person = doc.get("contact_person")
pe.contact_email = doc.get("contact_email")
pe.ensure_supplier_is_not_blocked()
pe.paid_from = party_account if payment_type=="Receive" else bank.account