Shiloh/brotherton-erpnext
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

Credit days and credit limit option in customer group / supplier type #1354

Browse Source
This commit is contained in:
Nabin Hait 2014-08-27 17:43:55 +05:30
parent e9daefe07f
commit 3a40435f8c
6 changed files with 85 additions and 22 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

13
erpnext/accounts/doctype/journal_voucher/journal_voucher.py
View File

@ -38,10 +38,10 @@ class JournalVoucher(AccountsController):
self.set_print_format_fields()
self.validate_against_sales_order()
self.validate_against_purchase_order()
self.check_credit_limit()
self.check_credit_days()
def on_submit(self):
self.check_credit_limit()
self.make_gl_entries()
self.update_advance_paid()
@ -73,8 +73,8 @@ class JournalVoucher(AccountsController):
check_credit_limit(customer, self.company)
def check_credit_days(self):
from erpnext.accounts.party import get_credit_days
posting_date = self.posting_date
company_credit_days = frappe.db.get_value("Company", self.company, "credit_days")
if self.cheque_date:
for d in self.get("entries"):
if d.party_type and d.party and d.get("credit" if d.party_type=="Customer" else "debit") > 0:
@ -83,11 +83,12 @@ class JournalVoucher(AccountsController):
elif d.against_voucher:
posting_date = frappe.db.get_value("Purchase Invoice", d.against_voucher, "posting_date")
credit_days = frappe.db.get_value(d.party_type, d.party, "credit_days") or company_credit_days
credit_days = get_credit_days(d.party_type, d.party, self.company)
if credit_days:
if (getdate(self.cheque_date) - getdate(posting_date)).days > flt(credit_days):
msgprint(_("Note: Reference Date is after allowed credit days {0} for {1} {2}")
.format(credit_days, d.party_type, d.party))
date_diff = (getdate(self.cheque_date) - getdate(posting_date)).days
if date_diff > flt(credit_days):
msgprint(_("Note: Reference Date exceeds allowed credit days by {0} days for {1} {2}")
.format(date_diff, d.party_type, d.party))
def validate_cheque_info(self):
if self.voucher_type in ['Bank Voucher']:

16
erpnext/accounts/party.py
View File

@ -147,9 +147,15 @@ def get_due_date(posting_date, party_type, party, company):
return due_date
def get_credit_days(self, party_type, party, company):
return frappe.db.get_value(party_type, party, "credit_days") or \
frappe.db.get_value("Company", company, "credit_days") if company else 0
def get_credit_days(party_type, party, company):
party_group_doctype = "Customer Group" if party_type=="Customer" else "Supplier Type"
credit_days, party_group = frappe.db.get_value(party_type, party, ["credit_days", frappe.scrub(party_group_doctype)])
if not credit_days:
credit_days = frappe.db.get_value(party_group_doctype, party_group, "credit_days") or \
frappe.db.get_value("Company", company, "credit_days")
return credit_days
def validate_due_date(posting_date, due_date, party_type, party, company):
credit_days = get_credit_days(party_type, party, company)
@ -164,8 +170,8 @@ def validate_due_date(posting_date, due_date, party_type, party, company):
"credit_controller") in frappe.user.get_roles()
if is_credit_controller:
msgprint(_("Note: Due / Reference Date exceeds the allowed credit days by {0} day(s)").format(
diff - flt(credit_days)))
msgprint(_("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)")
.format(diff - flt(credit_days)))
else:
max_due_date = formatdate(add_days(posting_date, credit_days))
frappe.throw(_("Due / Reference Date cannot be after {0}").format(max_due_date))

21
erpnext/selling/doctype/customer/customer.py
View File

@ -152,9 +152,7 @@ def get_customer_list(doctype, txt, searchfield, start, page_len, filters):
def check_credit_limit(customer, company):
customer_outstanding = get_customer_outstanding(customer, company)
credit_limit = frappe.db.get_value("Customer", customer, "credit_limit") or \
frappe.db.get_value('Company', company, 'credit_limit')
credit_limit = get_credit_limit(customer, company)
if credit_limit > 0 and flt(customer_outstanding) > credit_limit:
msgprint(_("Credit limit has been crossed for customer {0} {1}/{2}")
.format(customer, customer_outstanding, credit_limit))
@ -186,9 +184,9 @@ def get_customer_outstanding(customer, company):
select
sum(
(
(ifnull(dn_item.amount) - (select sum(ifnull(amount, 0))
(ifnull(dn_item.amount, 0) - ifnull((select sum(ifnull(amount, 0))
from `tabSales Invoice Item`
where ifnull(dn_detail, '') = dn_item.name and docstatus = 1)
where ifnull(dn_detail, '') = dn_item.name and docstatus = 1), 0)
)/dn.net_total
)*dn.grand_total
)
@ -198,10 +196,19 @@ def get_customer_outstanding(customer, company):
and dn.docstatus = 1 and dn.status != 'Stopped'
and ifnull(dn_item.against_sales_order, '') = ''
and ifnull(dn_item.against_sales_invoice, '') = ''
and ifnull(dn_item.amount) > (select sum(ifnull(amount, 0))
and ifnull(dn_item.amount, 0) > ifnull((select sum(ifnull(amount, 0))
from `tabSales Invoice Item`
where ifnull(dn_detail, '') = dn_item.name and docstatus = 1)""", (customer, company))
where ifnull(dn_detail, '') = dn_item.name and docstatus = 1), 0)""", (customer, company))
outstanding_based_on_dn = flt(outstanding_based_on_dn[0][0]) if outstanding_based_on_dn else 0.0
return outstanding_based_on_gle + outstanding_based_on_so + outstanding_based_on_dn
def get_credit_limit(customer, company):
credit_limit, customer_group = frappe.db.get_value("Customer", customer, ["credit_limit", "customer_group"])
if not credit_limit:
credit_limit = frappe.db.get_value("Customer Group", customer_group, "credit_limit") or \
frappe.db.get_value("Company", company, "credit_limit")
return credit_limit

31
erpnext/setup/doctype/customer_group/customer_group.json
View File

@ -56,6 +56,18 @@
"options": "Price List",
"permlevel": 0
},
{
"fieldname": "credit_days",
"fieldtype": "Int",
"label": "Credit Days",
"permlevel": 1
},
{
"fieldname": "credit_limit",
"fieldtype": "Currency",
"label": "Credit Limit",
"permlevel": 1
},
{
"fieldname": "lft",
"fieldtype": "Int",
@ -101,7 +113,7 @@
"icon": "icon-sitemap",
"idx": 1,
"in_create": 1,
"modified": "2014-05-27 03:49:09.397308",
"modified": "2014-08-27 17:41:35.154380",
"modified_by": "Administrator",
"module": "Setup",
"name": "Customer Group",
@ -146,6 +158,23 @@
"role": "Sales Master Manager",
"submit": 0,
"write": 1
},
{
"permlevel": 1,
"read": 1,
"role": "Sales Master Manager",
"write": 1
},
{
"permlevel": 1,
"read": 1,
"role": "Sales User"
},
{
"permlevel": 1,
"read": 1,
"role": "Sales Manager",
"write": 0
}
],
"read_only": 1,

24
erpnext/setup/doctype/supplier_type/supplier_type.json
View File

@ -16,11 +16,17 @@
"oldfieldtype": "Data",
"permlevel": 0,
"reqd": 1
},
{
"fieldname": "credit_days",
"fieldtype": "Int",
"label": "Credit Days",
"permlevel": 1
}
],
"icon": "icon-flag",
"idx": 1,
"modified": "2014-05-27 03:49:20.505739",
"modified": "2014-08-27 17:43:31.479133",
"modified_by": "Administrator",
"module": "Setup",
"name": "Supplier Type",
@ -65,6 +71,22 @@
"role": "Purchase Master Manager",
"submit": 0,
"write": 1
},
{
"permlevel": 1,
"read": 1,
"role": "Purchase Master Manager",
"write": 1
},
{
"permlevel": 1,
"read": 1,
"role": "Purchase Manager"
},
{
"permlevel": 1,
"read": 1,
"role": "Purchase User"
}
]
}

2
erpnext/stock/doctype/warehouse/warehouse.py
View File

@ -9,7 +9,6 @@ from frappe import throw, msgprint, _
from frappe.model.document import Document
class Warehouse(Document):
def autoname(self):
suffix = " - " + frappe.db.get_value("Company", self.company, "abbr")
if not self.warehouse_name.endswith(suffix):
@ -22,7 +21,6 @@ class Warehouse(Document):
self.update_parent_account()
def update_parent_account(self):
if not getattr(self, "__islocal", None) \
and (self.create_account_under != frappe.db.get_value("Warehouse", self.name, "create_account_under")):