Shiloh/brotherton-erpnext
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Merge branch 'develop' of https://github.com/frappe/erpnext into P-Froggy-develop

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This commit is contained in:
Deepesh Garg 2020-03-25 21:00:25 +05:30
commit 3cf70a6e79
193 changed files with 13009 additions and 7078 deletions
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22
README.md
View File

@ -15,18 +15,18 @@
ERPNext as a monolith includes the following areas for managing businesses:
1. [Accounting](https://erpnext.com/docs/user/manual/en/accounts)
1. [Inventory](https://erpnext.com/docs/user/manual/en/stock)
1. [CRM](https://erpnext.com/docs/user/manual/en/CRM)
1. [Sales](https://erpnext.com/docs/user/manual/en/selling)
1. [Purchase](https://erpnext.com/docs/user/manual/en/buying)
1. [HRMS](https://erpnext.com/docs/user/manual/en/human-resources)
1. [Project Management](https://erpnext.com/docs/user/manual/en/projects)
1. [Support](https://erpnext.com/docs/user/manual/en/support)
1. [Asset Management](https://erpnext.com/docs/user/manual/en/asset)
1. [Accounting](https://erpnext.com/open-source-accounting)
1. [Inventory](https://erpnext.com/distribution/inventory-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)
1. [HRMS](https://erpnext.com/open-source-hrms)
1. [Project Management](https://erpnext.com/open-source-projects)
1. [Support](https://erpnext.com/open-source-help-desk-software)
1. [Asset Management](https://erpnext.com/open-source-asset-management-software)
1. [Quality Management](https://erpnext.com/docs/user/manual/en/quality-management)
1. [Manufacturing](https://erpnext.com/docs/user/manual/en/manufacturing)
1. [Website Management](https://erpnext.com/docs/user/manual/en/website)
1. [Manufacturing](https://erpnext.com/open-source-manufacturing-erp-software)
1. [Website Management](https://erpnext.com/open-source-website-builder-software)
1. [Customize ERPNext](https://erpnext.com/docs/user/manual/en/customize-erpnext)
1. [And More](https://erpnext.com/docs/user/manual/en/)

5
erpnext/accounts/dashboard_chart_source/account_balance_timeline/account_balance_timeline.py
View File

@ -13,7 +13,8 @@ from frappe.utils.nestedset import get_descendants_of
@frappe.whitelist()
@cache_source
def get(chart_name = None, chart = None, no_cache = None, from_date = None, to_date = None):
def get(chart_name = None, chart = None, no_cache = None, filters = None, from_date = None,
to_date = None, timespan = None, time_interval = None):
if chart_name:
chart = frappe.get_doc('Dashboard Chart', chart_name)
else:
@ -25,7 +26,7 @@ def get(chart_name = None, chart = None, no_cache = None, from_date = None, to_d
to_date = chart.to_date
timegrain = chart.time_interval
filters = frappe.parse_json(chart.filters_json)
filters = frappe.parse_json(filters) or frappe.parse_json(chart.filters_json)
account = filters.get("account")
company = filters.get("company")

137
erpnext/accounts/desk_page/accounting/accounting.json Normal file
View File

@ -0,0 +1,137 @@
{
"cards": [
{
"links": "[\n {\n \"description\": \"Company (not Customer or Supplier) master.\",\n \"label\": \"Company\",\n \"name\": \"Company\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of financial accounts.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Accounts\",\n \"name\": \"Account\",\n \"onboard\": 1,\n \"route\": \"#Tree/Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounts Settings\",\n \"name\": \"Accounts Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Financial / accounting year.\",\n \"label\": \"Fiscal Year\",\n \"name\": \"Fiscal Year\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Dimension\",\n \"name\": \"Accounting Dimension\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Finance Book\",\n \"name\": \"Finance Book\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Period\",\n \"name\": \"Accounting Period\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Payment Terms based on conditions\",\n \"label\": \"Payment Term\",\n \"name\": \"Payment Term\",\n \"type\": \"doctype\"\n }\n]",
"title": "Accounting Masters"
},
{
"links": "[\n {\n \"description\": \"Accounting journal entries.\",\n \"label\": \"Journal Entry\",\n \"name\": \"Journal Entry\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"General Ledger\",\n \"name\": \"General Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Customer Ledger Summary\",\n \"name\": \"Customer Ledger Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Supplier Ledger Summary\",\n \"name\": \"Supplier Ledger Summary\",\n \"type\": \"report\"\n }\n]",
"title": "General Ledger"
},
{
"links": "[\n {\n \"description\": \"Bills raised to Customers.\",\n \"label\": \"Sales Invoice\",\n \"name\": \"Sales Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bank/Cash transactions against party or for internal transfer\",\n \"label\": \"Payment Entry\",\n \"name\": \"Payment Entry\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Payment Request\",\n \"label\": \"Payment Request\",\n \"name\": \"Payment Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Receivable\",\n \"name\": \"Accounts Receivable\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Receivable Summary\",\n \"name\": \"Accounts Receivable Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Register\",\n \"name\": \"Sales Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales Register\",\n \"name\": \"Item-wise Sales Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Billed\",\n \"name\": \"Ordered Items To Be Billed\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Delivered Items To Be Billed\",\n \"name\": \"Delivered Items To Be Billed\",\n \"type\": \"report\"\n }\n]",
"title": "Accounts Receivable"
},
{
"links": "[\n {\n \"description\": \"Bills raised by Suppliers.\",\n \"label\": \"Purchase Invoice\",\n \"name\": \"Purchase Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bank/Cash transactions against party or for internal transfer\",\n \"label\": \"Payment Entry\",\n \"name\": \"Payment Entry\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Payable\",\n \"name\": \"Accounts Payable\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Accounts Payable Summary\",\n \"name\": \"Accounts Payable Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Register\",\n \"name\": \"Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase Register\",\n \"name\": \"Item-wise Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Order Items To Be Billed\",\n \"name\": \"Purchase Order Items To Be Billed\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Received Items To Be Billed\",\n \"name\": \"Received Items To Be Billed\",\n \"type\": \"report\"\n }\n]",
"title": "Accounts Payable"
},
{
"icon": "fa fa-table",
"links": "[\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Trial Balance for Party\",\n \"name\": \"Trial Balance for Party\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Payment Period Based On Invoice Date\",\n \"name\": \"Payment Period Based On Invoice Date\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Payment Summary\",\n \"name\": \"Sales Payment Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Address And Contacts\",\n \"name\": \"Address And Contacts\",\n \"type\": \"report\"\n }\n]",
"title": "Reports"
},
{
"links": "[\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Trial Balance\",\n \"name\": \"Trial Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Profit and Loss Statement\",\n \"name\": \"Profit and Loss Statement\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Balance Sheet\",\n \"name\": \"Balance Sheet\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Cash Flow\",\n \"name\": \"Cash Flow\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Consolidated Financial Statement\",\n \"name\": \"Consolidated Financial Statement\",\n \"type\": \"report\"\n }\n]",
"title": "Financial Statements"
},
{
"links": "[\n {\n \"description\": \"Enable / disable currencies.\",\n \"label\": \"Currency\",\n \"name\": \"Currency\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Currency exchange rate master.\",\n \"label\": \"Currency Exchange\",\n \"name\": \"Currency Exchange\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Exchange Rate Revaluation master.\",\n \"label\": \"Exchange Rate Revaluation\",\n \"name\": \"Exchange Rate Revaluation\",\n \"type\": \"doctype\"\n }\n]",
"title": "Multi Currency"
},
{
"icon": "fa fa-cog",
"links": "[\n {\n \"description\": \"Setup Gateway accounts.\",\n \"label\": \"Payment Gateway Account\",\n \"name\": \"Payment Gateway Account\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"e.g. Bank, Cash, Credit Card\",\n \"label\": \"Mode of Payment\",\n \"name\": \"Mode of Payment\",\n \"type\": \"doctype\"\n }\n]",
"title": "Settings"
},
{
"links": "[\n {\n \"label\": \"Bank\",\n \"name\": \"Bank\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Account\",\n \"name\": \"Bank Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Transaction Entry\",\n \"name\": \"Bank Statement Transaction Entry\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Settings\",\n \"name\": \"Bank Statement Settings\",\n \"type\": \"doctype\"\n }\n]",
"title": "Bank Statement"
},
{
"links": "[\n {\n \"description\": \"Match non-linked Invoices and Payments.\",\n \"label\": \"Match Payments with Invoices\",\n \"name\": \"Payment Reconciliation\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Update bank payment dates with journals.\",\n \"label\": \"Update Bank Transaction Dates\",\n \"name\": \"Bank Reconciliation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Invoice Discounting\",\n \"name\": \"Invoice Discounting\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Bank Reconciliation Statement\",\n \"name\": \"Bank Reconciliation Statement\",\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Bank Reconciliation\",\n \"name\": \"bank-reconciliation\",\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Journal Entry\"\n ],\n \"doctype\": \"Journal Entry\",\n \"is_query_report\": true,\n \"label\": \"Bank Clearance Summary\",\n \"name\": \"Bank Clearance Summary\",\n \"type\": \"report\"\n },\n {\n \"label\": \"Bank Guarantee\",\n \"name\": \"Bank Guarantee\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup cheque dimensions for printing\",\n \"label\": \"Cheque Print Template\",\n \"name\": \"Cheque Print Template\",\n \"type\": \"doctype\"\n }\n]",
"title": "Banking and Payments"
},
{
"links": "[\n {\n \"label\": \"Subscription Plan\",\n \"name\": \"Subscription Plan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Subscription\",\n \"name\": \"Subscription\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Subscription Settings\",\n \"name\": \"Subscription Settings\",\n \"type\": \"doctype\"\n }\n]",
"title": "Subscription Management"
},
{
"links": "[\n {\n \"label\": \"GST Settings\",\n \"name\": \"GST Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"GST HSN Code\",\n \"name\": \"GST HSN Code\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-1\",\n \"name\": \"GSTR-1\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-2\",\n \"name\": \"GSTR-2\",\n \"type\": \"report\"\n },\n {\n \"label\": \"GSTR 3B Report\",\n \"name\": \"GSTR 3B Report\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Sales Register\",\n \"name\": \"GST Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Purchase Register\",\n \"name\": \"GST Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Sales Register\",\n \"name\": \"GST Itemised Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Purchase Register\",\n \"name\": \"GST Itemised Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"country\": \"India\",\n \"description\": \"C-Form records\",\n \"label\": \"C-Form\",\n \"name\": \"C-Form\",\n \"type\": \"doctype\"\n }\n]",
"title": "Goods and Services Tax (GST India)"
},
{
"icon": "fa fa-microchip ",
"links": "[\n {\n \"description\": \"List of available Shareholders with folio numbers\",\n \"label\": \"Shareholder\",\n \"name\": \"Shareholder\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"List of all share transactions\",\n \"label\": \"Share Transfer\",\n \"name\": \"Share Transfer\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Share Transfer\"\n ],\n \"doctype\": \"Share Transfer\",\n \"is_query_report\": true,\n \"label\": \"Share Ledger\",\n \"name\": \"Share Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Share Transfer\"\n ],\n \"doctype\": \"Share Transfer\",\n \"is_query_report\": true,\n \"label\": \"Share Balance\",\n \"name\": \"Share Balance\",\n \"type\": \"report\"\n }\n]",
"title": "Share Management"
},
{
"links": "[\n {\n \"description\": \"Tree of financial Cost Centers.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Cost Centers\",\n \"name\": \"Cost Center\",\n \"route\": \"#Tree/Cost Center\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define budget for a financial year.\",\n \"label\": \"Budget\",\n \"name\": \"Budget\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Accounting Dimension\",\n \"name\": \"Accounting Dimension\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Cost Center\"\n ],\n \"doctype\": \"Cost Center\",\n \"is_query_report\": true,\n \"label\": \"Budget Variance Report\",\n \"name\": \"Budget Variance Report\",\n \"type\": \"report\"\n },\n {\n \"description\": \"Seasonality for setting budgets, targets etc.\",\n \"label\": \"Monthly Distribution\",\n \"name\": \"Monthly Distribution\",\n \"type\": \"doctype\"\n }\n]",
"title": "Cost Center and Budgeting"
},
{
"links": "[\n {\n \"label\": \"Opening Invoice Creation Tool\",\n \"name\": \"Opening Invoice Creation Tool\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Chart of Accounts Importer\",\n \"name\": \"Chart of Accounts Importer\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Close Balance Sheet and book Profit or Loss.\",\n \"label\": \"Period Closing Voucher\",\n \"name\": \"Period Closing Voucher\",\n \"type\": \"doctype\"\n }\n]",
"title": "Opening and Closing"
},
{
"links": "[\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for buying transactions.\",\n \"label\": \"Purchase Taxes and Charges Template\",\n \"name\": \"Purchase Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for item tax rates.\",\n \"label\": \"Item Tax Template\",\n \"name\": \"Item Tax Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Category for overriding tax rates.\",\n \"label\": \"Tax Category\",\n \"name\": \"Tax Category\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Rule for transactions.\",\n \"label\": \"Tax Rule\",\n \"name\": \"Tax Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax Withholding rates to be applied on transactions.\",\n \"label\": \"Tax Withholding Category\",\n \"name\": \"Tax Withholding Category\",\n \"type\": \"doctype\"\n }\n]",
"title": "Taxes"
},
{
"links": "[\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Gross Profit\",\n \"name\": \"Gross Profit\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"GL Entry\"\n ],\n \"doctype\": \"GL Entry\",\n \"is_query_report\": true,\n \"label\": \"Profitability Analysis\",\n \"name\": \"Profitability Analysis\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Invoice\"\n ],\n \"doctype\": \"Sales Invoice\",\n \"is_query_report\": true,\n \"label\": \"Sales Invoice Trends\",\n \"name\": \"Sales Invoice Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Purchase Invoice\"\n ],\n \"doctype\": \"Purchase Invoice\",\n \"is_query_report\": true,\n \"label\": \"Purchase Invoice Trends\",\n \"name\": \"Purchase Invoice Trends\",\n \"type\": \"report\"\n }\n]",
"title": "Profitability"
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Bank Balance",
"label": "Bank Balance",
"size": "Full"
}
],
"creation": "2020-03-02 15:41:59.515192",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Accounting",
"modified": "2020-03-12 16:30:35.580450",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"is_query_report": 0,
"link_to": "Account",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Journal Entry",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Payment Entry",
"type": "DocType"
},
{
"is_query_report": 1,
"link_to": "Accounts Receivable",
"type": "Report"
},
{
"is_query_report": 0,
"link_to": "General Ledger",
"type": "Report"
},
{
"is_query_report": 0,
"link_to": "Profit and Loss Statement",
"type": "Report"
},
{
"is_query_report": 0,
"link_to": "Trial Balance",
"type": "Report"
}
]
}

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

@ -1,4 +1,5 @@
{
"actions": [],
"allow_copy": 1,
"allow_import": 1,
"creation": "2013-01-30 12:49:46",
@ -196,10 +197,13 @@
],
"icon": "fa fa-money",
"idx": 1,
"modified": "2019-10-10 19:10:02.967554",
"is_tree": 1,
"links": [],
"modified": "2020-03-18 17:57:52.063233",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Account",
"nsm_parent_field": "parent_account",
"owner": "Administrator",
"permissions": [
{

4
erpnext/accounts/doctype/account/account.py
View File

@ -108,9 +108,9 @@ class Account(NestedSet):
parent_acc_name_map = {}
parent_acc_name, parent_acc_number = frappe.db.get_value('Account', self.parent_account, \
["account_name", "account_number"])
filters = {
filters = {
"company": ["in", descendants],
"account_name": parent_acc_name,
"account_name": parent_acc_name,
}
if parent_acc_number:
filters["account_number"] = parent_acc_number

302
erpnext/accounts/doctype/account/chart_of_accounts/verified/de_kontenplan_SKR04_with_account_number.json
View File

@ -406,11 +406,11 @@
"is_group": 1,
"Bewertungskorrektur zu Forderungen aus Lieferungen und Leistungen": {
"account_number": "9960"
},
"Debitoren": {
"is_group": 1,
"account_number": "10000"
},
},
"Debitoren": {
"is_group": 1,
"account_number": "10000"
},
"Forderungen aus Lieferungen und Leistungen": {
"account_number": "1200",
"account_type": "Receivable"
@ -663,16 +663,22 @@
"account_number": "1400"
},
"Abziehbare Vorsteuer 7 %": {
"account_number": "1401"
"account_number": "1401",
"account_type": "Tax",
"tax_rate": 7.0
},
"Abziehbare Vorsteuer aus innergem. Erwerb": {
"account_number": "1402"
},
"Abziehbare Vorsteuer aus innergem. Erwerb 19%": {
"account_number": "1404"
"account_number": "1404",
"account_type": "Tax",
"tax_rate": 19.0
},
"Abziehbare Vorsteuer 19 %": {
"account_number": "1406"
"account_number": "1406",
"account_type": "Tax",
"tax_rate": 19.0
},
"Abziehbare Vorsteuer nach \u00a7 13b UStG 19 %": {
"account_number": "1407"
@ -911,17 +917,31 @@
"is_group": 1,
"I - Gezeichnetes Kapital": {
"account_type": "Equity",
"is_group": 1
"is_group": 1,
"Gezeichnetes Kapital": {
"account_type": "Equity",
"account_number": "2900"
},
"Ausstehende Einlagen auf das gezeichnete Kapital": {
"account_number": "2910",
"is_group": 1
}
},
"II - Kapitalr\u00fccklage": {
"account_type": "Equity",
"is_group": 1
"is_group": 1,
"Kapitalr\u00fccklage": {
"account_number": "2920"
}
},
"III - Gewinnr\u00fccklagen": {
"account_type": "Equity",
"1 - gesetzliche R\u00fccklage": {
"account_type": "Equity",
"is_group": 1
"is_group": 1,
"Gesetzliche R\u00fccklage": {
"account_number": "2930"
}
},
"2 - R\u00fccklage f. Anteile an einem herrschenden oder mehrheitlich beteiligten Unternehmen": {
"account_type": "Equity",
@ -929,7 +949,10 @@
},
"3 - satzungsm\u00e4\u00dfige R\u00fccklagen": {
"account_type": "Equity",
"is_group": 1
"is_group": 1,
"Satzungsm\u00e4\u00dfige R\u00fccklagen": {
"account_number": "2950"
}
},
"4 - andere Gewinnr\u00fccklagen": {
"account_type": "Equity",
@ -963,7 +986,13 @@
},
"IV - Gewinnvortrag/Verlustvortrag": {
"account_type": "Equity",
"is_group": 1
"is_group": 1,
"Gewinnvortrag vor Verwendung": {
"account_number": "2970"
},
"Verlustvortrag vor Verwendung": {
"account_number": "2978"
}
},
"V - Jahres\u00fcberschu\u00df/Jahresfehlbetrag": {
"account_type": "Equity",
@ -1197,15 +1226,15 @@
"is_group": 1,
"Bewertungskorrektur zu Verb. aus Lieferungen und Leistungen": {
"account_number": "9964"
},
"Kreditoren": {
"account_number": "70000",
"is_group": 1,
"Wareneingangs-­Verrechnungskonto" : {
"account_number": "70001",
"account_type": "Stock Received But Not Billed"
}
},
},
"Kreditoren": {
"account_number": "70000",
"is_group": 1,
"Wareneingangs-­Verrechnungskonto" : {
"account_number": "70001",
"account_type": "Stock Received But Not Billed"
}
},
"Verb. aus Lieferungen und Leistungen": {
"account_number": "3300",
"account_type": "Payable"
@ -1488,17 +1517,21 @@
},
"Umsatzsteuer 7 %": {
"account_number": "3801",
"account_type": "Tax"
"account_type": "Tax",
"tax_rate": 7.0
},
"Umsatzsteuer aus innergem. Erwerb": {
"account_number": "3802"
},
"Umsatzsteuer aus innergem. Erwerb 19 %": {
"account_number": "3804"
"account_number": "3804",
"account_type": "Tax",
"tax_rate": 19.0
},
"Umsatzsteuer 19 %": {
"account_number": "3806",
"account_type": "Tax"
"account_type": "Tax",
"tax_rate": 19.0
},
"Umsatzsteuer aus im Inland steuerpfl. EU-Lieferungen": {
"account_number": "3807"
@ -1653,7 +1686,15 @@
"Erl\u00f6se 7 % USt": {
"account_number": "4300",
"account_type": "Income Account"
},
},
"Erl\u00f6se 16 % USt": {
"account_number": "4340",
"account_type": "Income Account"
},
"Erl\u00f6se 19 % USt": {
"account_number": "4400",
"account_type": "Income Account"
},
"Erl\u00f6se aus im Inland steuerpfl. EU-Lieferungen 7 % USt": {
"account_number": "4310"
},
@ -1681,19 +1722,6 @@
"Erl\u00f6se aus im anderen EU-Land steuerbaren Leistungen, im Inland nicht steuerbare Ums\u00e4tze": {
"account_number": "4339"
},
"Erl\u00f6se 16 % USt (Gruppe)": {
"is_group": 1,
"Erl\u00f6se 16 % USt": {
"account_number": "4340"
}
},
"Erl\u00f6se 19 % USt (Gruppe)": {
"is_group": 1,
"Erl\u00f6se 19 % USt": {
"account_number": "4400",
"account_type": "Income Account"
}
},
"Grundst\u00fccksertr\u00e4ge (Gruppe)": {
"is_group": 1,
"Grundst\u00fccksertr\u00e4ge": {
@ -1752,14 +1780,12 @@
"2 - Herstellungskosten der zur Erzielung der Umsatzerl\u00f6se erbrachten Leistungen": {
"root_type": "Expense",
"is_group": 1,
"Herstellungskosten (Gruppe)": {
"Herstellungskosten": {
"account_number": "6990",
"account_type": "Cost of Goods Sold"
},
"Herstellungskosten: Schwund": {
"account_type": "Stock Adjustment"
}
"Herstellungskosten": {
"account_number": "6990",
"account_type": "Cost of Goods Sold"
},
"Herstellungskosten: Schwund": {
"account_type": "Stock Adjustment"
},
"Aufwendungen f. Roh-, Hilfs- und Betriebsstoffe und f. bezogene Waren": {
"account_number": "5000",
@ -1809,10 +1835,10 @@
"Energiestoffe (Fertigung)": {
"account_number": "5190"
},
"Energiestoffe (Fertigung)7% Vorsteuer": {
"Energiestoffe (Fertigung) 7% Vorsteuer": {
"account_number": "5191"
},
"Energiestoffe (Fertigung)19% Vorsteuer": {
"Energiestoffe (Fertigung) 19% Vorsteuer": {
"account_number": "5192"
}
}
@ -1935,49 +1961,49 @@
},
"Nachl\u00e4sse aus innergem. Erwerb 15 % Vorsteuer und 15 % Umsatzsteuer": {
"account_number": "5727"
},
"Erhaltene Skonti (Gruppe)": {
"is_group": 1,
"Erh. Skonti": {
"account_number": "5730"
},
"Erh. Skonti 7 % Vorsteuer": {
"account_number": "5731"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe": {
"account_number": "5733"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe 7% Vorsteuer": {
"account_number": "5734"
},
"Erh. Skonti 19 % Vorsteuer": {
"account_number": "5736"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe 19% Vorsteuer": {
"account_number": "5738"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe aus steuerpfl. innergem. Erwerb 19% Vorst. u. 19% Ust.": {
"account_number": "5741"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe aus steuerpfl. innergem. Erwerb 7% Vorst. u. 7% Ust.": {
"account_number": "5743"
},
"Erh. Skonti aus steuerpflichtigem innergem. Erwerb": {
"account_number": "5745"
},
"Erh. Skonti aus steuerpflichtigem innergem. Erwerb 7% Vorst. u. 7% Ust.": {
"account_number": "5746"
},
"Erh. Skonti aus steuerpflichtigem innergem. Erwerb 19% Vorst. u. 19% Ust.": {
"account_number": "5748"
},
"Erh. Skonti aus Erwerb Roh-,Hilfs-,Betriebsstoff letzter Abn.innerh.Dreiecksg. 19% Vorst. und 19% Ust.": {
"account_number": "5792"
},
"Erh. Skonti aus Erwerb Waren als letzter Abnehmer innerh. Dreiecksgesch. 19% Vorst. u. 19% Ust.": {
"account_number": "5793"
}
}
}
},
"Erhaltene Skonti (Gruppe)": {
"is_group": 1,
"Erh. Skonti": {
"account_number": "5730"
},
"Erh. Skonti 7 % Vorsteuer": {
"account_number": "5731"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe": {
"account_number": "5733"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe 7% Vorsteuer": {
"account_number": "5734"
},
"Erh. Skonti 19 % Vorsteuer": {
"account_number": "5736"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe 19% Vorsteuer": {
"account_number": "5738"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe aus steuerpfl. innergem. Erwerb 19% Vorst. u. 19% Ust.": {
"account_number": "5741"
},
"Erh. Skonti aus Einkauf Roh-, Hilfs- und Betriebsstoffe aus steuerpfl. innergem. Erwerb 7% Vorst. u. 7% Ust.": {
"account_number": "5743"
},
"Erh. Skonti aus steuerpflichtigem innergem. Erwerb": {
"account_number": "5745"
},
"Erh. Skonti aus steuerpflichtigem innergem. Erwerb 7% Vorst. u. 7% Ust.": {
"account_number": "5746"
},
"Erh. Skonti aus steuerpflichtigem innergem. Erwerb 19% Vorst. u. 19% Ust.": {
"account_number": "5748"
},
"Erh. Skonti aus Erwerb Roh-,Hilfs-,Betriebsstoff letzter Abn.innerh.Dreiecksg. 19% Vorst. und 19% Ust.": {
"account_number": "5792"
},
"Erh. Skonti aus Erwerb Waren als letzter Abnehmer innerh. Dreiecksgesch. 19% Vorst. u. 19% Ust.": {
"account_number": "5793"
}
},
"Bezugsnebenkosten (Gruppe)": {
"is_group": 1,
@ -2295,49 +2321,49 @@
},
"6 - sonstige betriebliche Ertr\u00e4ge": {
"root_type": "Income",
"is_group": 1,
"Erhaltene Boni (Gruppe)": {
"is_group": 1,
"Erhaltene Boni 7 % Vorsteuer": {
"account_number": "5750"
},
"Erhaltene Boni aus Einkauf Roh-, Hilfs- und Betriebsstoffe": {
"account_number": "5753"
},
"Erhaltene Boni aus Einkauf Roh-, Hilfs- und Betriebsstoffe 7% Vorsteuer": {
"account_number": "5754"
},
"Erhaltene Boni aus Einkauf Roh-, Hilfs- und Betriebsstoffe 19% Vorsteuer": {
"account_number": "5755"
},
"Erhaltene Boni 19 % Vorsteuer": {
"account_number": "5760"
},
"Erhaltene Boni": {
"account_number": "5769"
}
},
"Erhaltene Rabatte (Gruppe)": {
"is_group": 1,
"Erhaltene Rabatte": {
"account_number": "5770"
},
"Erhaltene Rabatte 7 % Vorsteuer": {
"account_number": "5780"
},
"Erhaltene Rabatte aus Einkauf Roh-, Hilfs- und Betriebsstoffe": {
"account_number": "5783"
},
"Erhaltene Rabatte aus Einkauf Roh-, Hilfs- und Betriebsstoffe 7% Vorsteuer": {
"account_number": "5784"
},
"Erhaltene Rabatte aus Einkauf Roh-, Hilfs- und Betriebsstoffe 19% Vorsteuer": {
"account_number": "5785"
},
"Erhaltene Rabatte 19 % Vorsteuer": {
"account_number": "5790"
}
},
"is_group": 1,
"Erhaltene Boni (Gruppe)": {
"is_group": 1,
"Erhaltene Boni 7 % Vorsteuer": {
"account_number": "5750"
},
"Erhaltene Boni aus Einkauf Roh-, Hilfs- und Betriebsstoffe": {
"account_number": "5753"
},
"Erhaltene Boni aus Einkauf Roh-, Hilfs- und Betriebsstoffe 7% Vorsteuer": {
"account_number": "5754"
},
"Erhaltene Boni aus Einkauf Roh-, Hilfs- und Betriebsstoffe 19% Vorsteuer": {
"account_number": "5755"
},
"Erhaltene Boni 19 % Vorsteuer": {
"account_number": "5760"
},
"Erhaltene Boni": {
"account_number": "5769"
}
},
"Erhaltene Rabatte (Gruppe)": {
"is_group": 1,
"Erhaltene Rabatte": {
"account_number": "5770"
},
"Erhaltene Rabatte 7 % Vorsteuer": {
"account_number": "5780"
},
"Erhaltene Rabatte aus Einkauf Roh-, Hilfs- und Betriebsstoffe": {
"account_number": "5783"
},
"Erhaltene Rabatte aus Einkauf Roh-, Hilfs- und Betriebsstoffe 7% Vorsteuer": {
"account_number": "5784"
},
"Erhaltene Rabatte aus Einkauf Roh-, Hilfs- und Betriebsstoffe 19% Vorsteuer": {
"account_number": "5785"
},
"Erhaltene Rabatte 19 % Vorsteuer": {
"account_number": "5790"
}
},
"Andere aktivierte Eigenleistungen": {
"account_number": "4820"
},
@ -2660,8 +2686,8 @@
},
"7 - sonstige betriebliche Aufwendungen": {
"root_type": "Expense",
"is_group": 1,
"Erl\u00f6sschm\u00e4lerungen (Gruppe)": {
"is_group": 1,
"Erl\u00f6sschm\u00e4lerungen (Gruppe)": {
"is_group": 1,
"Erl\u00f6sschm\u00e4lerungen": {
"account_number": "4700"
@ -2744,7 +2770,7 @@
"Gew\u00e4hrte Rabatte 19 % USt": {
"account_number": "4790"
}
},
},
"Sonstige betriebliche Aufwendungen": {
"account_number": "6300"
},

6
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js
View File

@ -48,12 +48,6 @@ frappe.ui.form.on('Accounting Dimension', {
frm.set_value('label', frm.doc.document_type);
frm.set_value('fieldname', frappe.model.scrub(frm.doc.document_type));
if (frm.is_new()){
let row = frappe.model.add_child(frm.doc, "Accounting Dimension Detail", "dimension_defaults");
row.reference_document = frm.doc.document_type;
frm.refresh_fields("dimension_defaults");
}
frappe.db.get_value('Accounting Dimension', {'document_type': frm.doc.document_type}, 'document_type', (r) => {
if (r && r.document_type) {
frm.set_df_property('document_type', 'description', "Document type is already set as dimension");

17
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "field:label",
"creation": "2019-05-04 18:13:37.002352",
"doctype": "DocType",
@ -46,7 +47,8 @@
"options": "Accounting Dimension Detail"
}
],
"modified": "2019-07-17 16:49:31.134385",
"links": [],
"modified": "2020-03-22 20:34:39.805728",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting Dimension",
@ -63,9 +65,20 @@
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "ASC",
"track_changes": 1

14
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
View File

@ -172,7 +172,7 @@ def get_doctypes_with_dimensions():
return doclist
def get_accounting_dimensions(as_list=True):
accounting_dimensions = frappe.get_all("Accounting Dimension", fields=["label", "fieldname", "disabled"])
accounting_dimensions = frappe.get_all("Accounting Dimension", fields=["label", "fieldname", "disabled", "document_type"])
if as_list:
return [d.fieldname for d in accounting_dimensions]
@ -186,6 +186,18 @@ def get_checks_for_pl_and_bs_accounts():
return dimensions
def get_dimension_with_children(doctype, dimension):
if isinstance(dimension, list):
dimension = dimension[0]
all_dimensions = []
lft, rgt = frappe.db.get_value(doctype, dimension, ["lft", "rgt"])
children = frappe.get_all(doctype, filters={"lft": [">=", lft], "rgt": ["<=", rgt]})
all_dimensions += [c.name for c in children]
return all_dimensions
@frappe.whitelist()
def get_dimension_filters():
dimension_filters = frappe.db.sql("""

8
erpnext/accounts/doctype/accounts_settings/regional/united_states.js Normal file
View File

@ -0,0 +1,8 @@
frappe.ui.form.on('Accounts Settings', {
refresh: function(frm) {
frm.set_df_property("acc_frozen_upto", "label", "Books Closed Through");
frm.set_df_property("frozen_accounts_modifier", "label", "Role Allowed to Close Books & Make Changes to Closed Periods");
frm.set_df_property("credit_controller", "label", "Credit Manager");
}
});

4
erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
View File

@ -6,6 +6,7 @@ from __future__ import unicode_literals
import frappe, json
from frappe.model.document import Document
from frappe import _
from frappe.desk.search import sanitize_searchfield
class BankGuarantee(Document):
def validate(self):
@ -22,5 +23,8 @@ class BankGuarantee(Document):
@frappe.whitelist()
def get_vouchar_detials(column_list, doctype, docname):
column_list = json.loads(column_list)
for col in column_list:
sanitize_searchfield(col)
return frappe.db.sql(''' select {columns} from `tab{doctype}` where name=%s'''
.format(columns=", ".join(json.loads(column_list)), doctype=doctype), docname, as_dict=1)[0]

1
erpnext/accounts/doctype/bank_reconciliation/bank_reconciliation.py
View File

@ -38,7 +38,6 @@ class BankReconciliation(Document):
group by t2.account, t1.name
order by t1.posting_date ASC, t1.name DESC
""".format(condition=condition), {"account": self.account, "from": self.from_date, "to": self.to_date}, as_dict=1)
condition = ''
if self.bank_account:
condition += 'and bank_account = %(bank_account)s'

12
erpnext/accounts/doctype/c_form/c_form.js
View File

@ -32,10 +32,12 @@ frappe.ui.form.on('C-Form Invoice Detail', {
invoice_no(frm, cdt, cdn) {
let d = frappe.get_doc(cdt, cdn);
frm.call('get_invoice_details', {
invoice_no: d.invoice_no
}).then(r => {
frappe.model.set_value(cdt, cdn, r.message);
});
if (d.invoice_no) {
frm.call('get_invoice_details', {
invoice_no: d.invoice_no
}).then(r => {
frappe.model.set_value(cdt, cdn, r.message);
});
}
}
});

99
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
View File

@ -17,17 +17,60 @@ frappe.ui.form.on('Chart of Accounts Importer', {
if (frm.page && frm.page.show_import_button) {
create_import_button(frm);
}
},
// show download template button when company is properly selected
if(frm.doc.company) {
// download the csv template file
frm.add_custom_button(__("Download template"), function () {
let get_template_url = 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.download_template';
open_url_post(frappe.request.url, { cmd: get_template_url, doctype: frm.doc.doctype });
});
} else {
frm.set_value("import_file", "");
}
download_template: function(frm) {
var d = new frappe.ui.Dialog({
title: __("Download Template"),
fields: [
{
label : "File Type",
fieldname: "file_type",
fieldtype: "Select",
reqd: 1,
options: ["Excel", "CSV"]
},
{
label: "Template Type",
fieldname: "template_type",
fieldtype: "Select",
reqd: 1,
options: ["Sample Template", "Blank Template"],
change: () => {
let template_type = d.get_value('template_type');
if (template_type === "Sample Template") {
d.set_df_property('template_type', 'description',
`The Sample Template contains all the required accounts pre filled in the template.
You can add more accounts or change existing accounts in the template as per your choice.`);
} else {
d.set_df_property('template_type', 'description',
`The Blank Template contains just the account type and root type required to build the Chart
of Accounts. Please enter the account names and add more rows as per your requirement.`);
}
}
}
],
primary_action: function() {
var data = d.get_values();
if (!data.template_type) {
frappe.throw(__('Please select <b>Template Type</b> to download template'));
}
open_url_post(
'/api/method/erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.download_template',
{
file_type: data.file_type,
template_type: data.template_type
}
);
d.hide();
},
primary_action_label: __('Download')
});
d.show();
},
import_file: function (frm) {
@ -41,21 +84,24 @@ frappe.ui.form.on('Chart of Accounts Importer', {
},
company: function (frm) {
// validate that no Gl Entry record for the company exists.
frappe.call({
method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.validate_company",
args: {
company: frm.doc.company
},
callback: function(r) {
if(r.message===false) {
frm.set_value("company", "");
frappe.throw(__("Transactions against the company already exist! "));
} else {
frm.trigger("refresh");
if (frm.doc.company) {
// validate that no Gl Entry record for the company exists.
frappe.call({
method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.validate_company",
args: {
company: frm.doc.company
},
callback: function(r) {
if(r.message===false) {
frm.set_value("company", "");
frappe.throw(__(`Transactions against the company already exist!
Chart Of accounts can be imported for company with no transactions`));
} else {
frm.trigger("refresh");
}
}
}
});
});
}
}
});
@ -77,7 +123,7 @@ var validate_csv_data = function(frm) {
};
var create_import_button = function(frm) {
frm.page.set_primary_action(__("Start Import"), function () {
frm.page.set_primary_action(__("Import"), function () {
frappe.call({
method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.import_coa",
args: {
@ -118,7 +164,8 @@ var generate_tree_preview = function(frm) {
args: {
file_name: frm.doc.import_file,
parent: parent,
doctype: 'Chart of Accounts Importer'
doctype: 'Chart of Accounts Importer',
file_type: frm.doc.file_type
},
onclick: function(node) {
parent = node.value;

259
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.json
View File

@ -1,226 +1,71 @@
{
"allow_copy": 1,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2019-02-01 12:24:34.761380",
"custom": 0,
"actions": [],
"allow_copy": 1,
"creation": "2019-02-01 12:24:34.761380",
"description": "Import Chart of Accounts from a csv file",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Other",
"editable_grid": 1,
"engine": "InnoDB",
"doctype": "DocType",
"document_type": "Other",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"company",
"download_template",
"import_file",
"chart_preview",
"chart_tree"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "company",
"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": "Company",
"length": 0,
"no_copy": 0,
"options": "Company",
"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,
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},
"fieldname": "company",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Company",
"options": "Company"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "import_file_section",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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"length": 0,
"no_copy": 0,
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{
"allow_bulk_edit": 0,
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"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"depends_on": "company",
"fieldname": "import_file",
"fieldtype": "Attach",
"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": "Attach custom Chart of Accounts file",
"length": 0,
"no_copy": 0,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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},
"label": "Attach custom Chart of Accounts file"
},
{
"allow_bulk_edit": 0,
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"fieldname": "chart_preview",
"fieldtype": "Section Break",
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},
"fieldtype": "Section Break",
"label": "Chart Preview"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
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"bold": 0,
"collapsible": 0,
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"fieldname": "chart_tree",
"fieldtype": "HTML",
"hidden": 0,
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"unique": 0
"label": "Chart Tree"
},
{
"depends_on": "company",
"fieldname": "download_template",
"fieldtype": "Button",
"label": "Download Template"
}
],
"has_web_view": 0,
"hide_heading": 1,
"hide_toolbar": 1,
"idx": 0,
"image_view": 0,
"in_create": 1,
"is_submittable": 0,
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2019-02-04 23:10:30.136807",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Chart of Accounts Importer",
"name_case": "",
"owner": "Administrator",
],
"hide_toolbar": 1,
"in_create": 1,
"issingle": 1,
"links": [],
"modified": "2020-02-28 08:49:11.422846",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Chart of Accounts Importer",
"owner": "Administrator",
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}
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],
"quick_entry": 1,
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"sort_field": "modified",
"sort_order": "DESC"
}

206
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.py
View File

@ -4,18 +4,28 @@
from __future__ import unicode_literals
from functools import reduce
import frappe, csv
import frappe, csv, os
from frappe import _
from frappe.utils import cstr
from frappe.utils import cstr, cint
from frappe.model.document import Document
from frappe.utils.csvutils import UnicodeWriter
from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import create_charts, build_tree_from_json
from frappe.utils.xlsxutils import read_xlsx_file_from_attached_file, read_xls_file_from_attached_file
class ChartofAccountsImporter(Document):
pass
@frappe.whitelist()
def validate_company(company):
parent_company, allow_account_creation_against_child_company = frappe.db.get_value('Company',
{'name': company}, ['parent_company',
'allow_account_creation_against_child_company'])
if parent_company and (not allow_account_creation_against_child_company):
frappe.throw(_("""{0} is a child company. Please import accounts against parent company
or enable {1} in company master""").format(frappe.bold(company),
frappe.bold('Allow Account Creation Against Child Company')), title='Wrong Company')
if frappe.db.get_all('GL Entry', {"company": company}, "name", limit=1):
return False
@ -25,42 +35,85 @@ def import_coa(file_name, company):
unset_existing_data(company)
# create accounts
forest = build_forest(generate_data_from_csv(file_name))
file_doc, extension = get_file(file_name)
if extension == 'csv':
data = generate_data_from_csv(file_doc)
else:
data = generate_data_from_excel(file_doc, extension)
forest = build_forest(data)
create_charts(company, custom_chart=forest)
# trigger on_update for company to reset default accounts
set_default_accounts(company)
def generate_data_from_csv(file_name, as_dict=False):
''' read csv file and return the generated nested tree '''
if not file_name.endswith('.csv'):
frappe.throw("Only CSV files can be used to for importing data. Please check the file format you are trying to upload")
def get_file(file_name):
file_doc = frappe.get_doc("File", {"file_url": file_name})
parts = file_doc.get_extension()
extension = parts[1]
extension = extension.lstrip(".")
if extension not in ('csv', 'xlsx', 'xls'):
frappe.throw("Only CSV and Excel files can be used to for importing data. Please check the file format you are trying to upload")
return file_doc, extension
def generate_data_from_csv(file_doc, as_dict=False):
''' read csv file and return the generated nested tree '''
file_doc = frappe.get_doc('File', {"file_url": file_name})
file_path = file_doc.get_full_path()
data = []
with open(file_path, 'r') as in_file:
csv_reader = list(csv.reader(in_file))
headers = csv_reader[1][1:]
del csv_reader[0:2] # delete top row and headers row
headers = csv_reader[0]
del csv_reader[0] # delete top row and headers row
for row in csv_reader:
if as_dict:
data.append({frappe.scrub(header): row[index+1] for index, header in enumerate(headers)})
data.append({frappe.scrub(header): row[index] for index, header in enumerate(headers)})
else:
if not row[2]: row[2] = row[1]
data.append(row[1:])
if not row[1]: row[1] = row[0]
data.append(row)
# convert csv data
return data
def generate_data_from_excel(file_doc, extension, as_dict=False):
content = file_doc.get_content()
if extension == "xlsx":
rows = read_xlsx_file_from_attached_file(fcontent=content)
elif extension == "xls":
rows = read_xls_file_from_attached_file(content)
data = []
headers = rows[0]
del rows[0]
for row in rows:
if as_dict:
data.append({frappe.scrub(header): row[index] for index, header in enumerate(headers)})
else:
if not row[1]: row[1] = row[0]
data.append(row)
return data
@frappe.whitelist()
def get_coa(doctype, parent, is_root=False, file_name=None):
''' called by tree view (to fetch node's children) '''
file_doc, extension = get_file(file_name)
parent = None if parent==_('All Accounts') else parent
forest = build_forest(generate_data_from_csv(file_name))
if extension == 'csv':
data = generate_data_from_csv(file_doc)
else:
data = generate_data_from_excel(file_doc, extension)
forest = build_forest(data)
accounts = build_tree_from_json("", chart_data=forest) # returns alist of dict in a tree render-able form
# filter out to show data for the selected node only
@ -91,6 +144,8 @@ def build_forest(data):
# returns the path of any node in list format
def return_parent(data, child):
from frappe import _
for row in data:
account_name, parent_account = row[0:2]
if parent_account == account_name == child:
@ -98,8 +153,9 @@ def build_forest(data):
elif account_name == child:
parent_account_list = return_parent(data, parent_account)
if not parent_account_list:
frappe.throw(_("The parent account {0} does not exists")
.format(parent_account))
frappe.throw(_("The parent account {0} does not exists in the uploaded template").format(
frappe.bold(parent_account)))
return [child] + parent_account_list
charts_map, paths = {}, []
@ -114,7 +170,7 @@ def build_forest(data):
error_messages.append("Row {0}: Please enter Account Name".format(line_no))
charts_map[account_name] = {}
if is_group == 1: charts_map[account_name]["is_group"] = is_group
if cint(is_group) == 1: charts_map[account_name]["is_group"] = is_group
if account_type: charts_map[account_name]["account_type"] = account_type
if root_type: charts_map[account_name]["root_type"] = root_type
if account_number: charts_map[account_name]["account_number"] = account_number
@ -132,24 +188,94 @@ def build_forest(data):
return out
def build_response_as_excel(writer):
filename = frappe.generate_hash("", 10)
with open(filename, 'wb') as f:
f.write(cstr(writer.getvalue()).encode('utf-8'))
f = open(filename)
reader = csv.reader(f)
from frappe.utils.xlsxutils import make_xlsx
xlsx_file = make_xlsx(reader, "Chart Of Accounts Importer Template")
f.close()
os.remove(filename)
# write out response as a xlsx type
frappe.response['filename'] = 'coa_importer_template.xlsx'
frappe.response['filecontent'] = xlsx_file.getvalue()
frappe.response['type'] = 'binary'
@frappe.whitelist()
def download_template():
def download_template(file_type, template_type):
data = frappe._dict(frappe.local.form_dict)
writer = get_template(template_type)
if file_type == 'CSV':
# download csv file
frappe.response['result'] = cstr(writer.getvalue())
frappe.response['type'] = 'csv'
frappe.response['doctype'] = 'Chart of Accounts Importer'
else:
build_response_as_excel(writer)
def get_template(template_type):
fields = ["Account Name", "Parent Account", "Account Number", "Is Group", "Account Type", "Root Type"]
writer = UnicodeWriter()
writer.writerow(fields)
writer.writerow([_('Chart of Accounts Template')])
writer.writerow([_("Column Labels : ")] + fields)
writer.writerow([_("Start entering data from here : ")])
if template_type == 'Blank Template':
for root_type in get_root_types():
writer.writerow(['', '', '', 1, '', root_type])
for account in get_mandatory_group_accounts():
writer.writerow(['', '', '', 1, account, "Asset"])
for account_type in get_mandatory_account_types():
writer.writerow(['', '', '', 0, account_type.get('account_type'), account_type.get('root_type')])
else:
writer = get_sample_template(writer)
return writer
def get_sample_template(writer):
template = [
["Application Of Funds(Assets)", "", "", 1, "", "Asset"],
["Sources Of Funds(Liabilities)", "", "", 1, "", "Liability"],
["Equity", "", "", 1, "", "Equity"],
["Expenses", "", "", 1, "", "Expense"],
["Income", "", "", 1, "", "Income"],
["Bank Accounts", "Application Of Funds(Assets)", "", 1, "Bank", "Asset"],
["Cash In Hand", "Application Of Funds(Assets)", "", 1, "Cash", "Asset"],
["Stock Assets", "Application Of Funds(Assets)", "", 1, "Stock", "Asset"],
["Cost Of Goods Sold", "Expenses", "", 0, "Cost of Goods Sold", "Expense"],
["Asset Depreciation", "Expenses", "", 0, "Depreciation", "Expense"],
["Fixed Assets", "Application Of Funds(Assets)", "", 0, "Fixed Asset", "Asset"],
["Accounts Payable", "Sources Of Funds(Liabilities)", "", 0, "Payable", "Liability"],
["Accounts Receivable", "Application Of Funds(Assets)", "", 1, "Receivable", "Asset"],
["Stock Expenses", "Expenses", "", 0, "Stock Adjustment", "Expense"],
["Sample Bank", "Bank Accounts", "", 0, "Bank", "Asset"],
["Cash", "Cash In Hand", "", 0, "Cash", "Asset"],
["Stores", "Stock Assets", "", 0, "Stock", "Asset"],
]
for row in template:
writer.writerow(row)
return writer
# download csv file
frappe.response['result'] = cstr(writer.getvalue())
frappe.response['type'] = 'csv'
frappe.response['doctype'] = data.get('doctype')
@frappe.whitelist()
def validate_accounts(file_name):
accounts = generate_data_from_csv(file_name, as_dict=True)
file_doc, extension = get_file(file_name)
if extension == 'csv':
accounts = generate_data_from_csv(file_doc, as_dict=True)
else:
accounts = generate_data_from_excel(file_doc, extension, as_dict=True)
accounts_dict = {}
for account in accounts:
@ -174,12 +300,38 @@ def validate_root(accounts):
for account in roots:
if not account.get("root_type") and account.get("account_name"):
error_messages.append("Please enter Root Type for account- {0}".format(account.get("account_name")))
elif account.get("root_type") not in ("Asset", "Liability", "Expense", "Income", "Equity") and account.get("account_name"):
elif account.get("root_type") not in get_root_types() and account.get("account_name"):
error_messages.append("Root Type for {0} must be one of the Asset, Liability, Income, Expense and Equity".format(account.get("account_name")))
if error_messages:
return "<br>".join(error_messages)
def get_root_types():
return ('Asset', 'Liability', 'Expense', 'Income', 'Equity')
def get_report_type(root_type):
if root_type in ('Asset', 'Liability', 'Equity'):
return 'Balance Sheet'
else:
return 'Profit and Loss'
def get_mandatory_group_accounts():
return ('Bank', 'Cash', 'Stock')
def get_mandatory_account_types():
return [
{'account_type': 'Cost of Goods Sold', 'root_type': 'Expense'},
{'account_type': 'Depreciation', 'root_type': 'Expense'},
{'account_type': 'Fixed Asset', 'root_type': 'Asset'},
{'account_type': 'Payable', 'root_type': 'Liability'},
{'account_type': 'Receivable', 'root_type': 'Asset'},
{'account_type': 'Stock Adjustment', 'root_type': 'Expense'},
{'account_type': 'Bank', 'root_type': 'Asset'},
{'account_type': 'Cash', 'root_type': 'Asset'},
{'account_type': 'Stock', 'root_type': 'Asset'}
]
def validate_account_types(accounts):
account_types_for_ledger = ["Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment"]
account_types = [accounts[d]["account_type"] for d in accounts if not accounts[d]['is_group'] == 1]

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

@ -124,11 +124,13 @@
],
"icon": "fa fa-money",
"idx": 1,
"is_tree": 1,
"links": [],
"modified": "2020-01-28 13:50:23.430434",
"modified": "2020-03-18 17:59:04.321637",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Cost Center",
"nsm_parent_field": "parent_cost_center",
"owner": "Administrator",
"permissions": [
{

33
erpnext/accounts/doctype/gl_entry/gl_entry.py
View File

@ -233,35 +233,14 @@ def update_outstanding_amt(account, party_type, party, against_voucher_type, aga
frappe.throw(_("Outstanding for {0} cannot be less than zero ({1})").format(against_voucher, fmt_money(bal)))
if against_voucher_type in ["Sales Invoice", "Purchase Invoice", "Fees"]:
update_outstanding_amt_in_ref(against_voucher, against_voucher_type, bal)
def update_outstanding_amt_in_ref(against_voucher, against_voucher_type, bal):
data = []
# Update outstanding amt on against voucher
if against_voucher_type == "Fees":
ref_doc = frappe.get_doc(against_voucher_type, against_voucher)
ref_doc.db_set('outstanding_amount', bal)
ref_doc.set_status(update=True)
return
elif against_voucher_type == "Purchase Invoice":
from erpnext.accounts.doctype.purchase_invoice.purchase_invoice import get_status
data = frappe.db.get_value(against_voucher_type, against_voucher,
["name as purchase_invoice", "outstanding_amount",
"is_return", "due_date", "docstatus"])
elif against_voucher_type == "Sales Invoice":
from erpnext.accounts.doctype.sales_invoice.sales_invoice import get_status
data = frappe.db.get_value(against_voucher_type, against_voucher,
["name as sales_invoice", "outstanding_amount", "is_discounted",
"is_return", "due_date", "docstatus"])
precision = frappe.get_precision(against_voucher_type, "outstanding_amount")
data = list(data)
data.append(precision)
status = get_status(data)
frappe.db.set_value(against_voucher_type, against_voucher, {
'outstanding_amount': bal,
'status': status
})
# Didn't use db_set for optimisation purpose
ref_doc.outstanding_amount = bal
frappe.db.set_value(against_voucher_type, against_voucher, 'outstanding_amount', bal)
ref_doc.set_status(update=True)
def validate_frozen_account(account, adv_adj=None):
frozen_account = frappe.db.get_value("Account", account, "freeze_account")

1
erpnext/accounts/doctype/gl_entry/test_gl_entry.py
View File

@ -38,6 +38,7 @@ class TestGLEntry(unittest.TestCase):
filters={"voucher_type": "Journal Entry", "voucher_no": je.name},
order_by="creation"
)
self.assertTrue(all(entry.to_rename == 1 for entry in gl_entries))
old_naming_series_current_value = frappe.db.sql("SELECT current from tabSeries where name = %s", naming_series)[0][0]

10
erpnext/accounts/doctype/journal_entry/journal_entry.py
View File

@ -454,11 +454,12 @@ class JournalEntry(AccountsController):
def set_print_format_fields(self):
bank_amount = party_amount = total_amount = 0.0
currency = bank_account_currency = party_account_currency = pay_to_recd_from= None
party_type = None
for d in self.get('accounts'):
if d.party_type in ['Customer', 'Supplier'] and d.party:
party_type = d.party_type
if not pay_to_recd_from:
pay_to_recd_from = frappe.db.get_value(d.party_type, d.party,
"customer_name" if d.party_type=="Customer" else "supplier_name")
pay_to_recd_from = d.party
if pay_to_recd_from and pay_to_recd_from == d.party:
party_amount += (d.debit_in_account_currency or d.credit_in_account_currency)
@ -468,8 +469,9 @@ class JournalEntry(AccountsController):
bank_amount += (d.debit_in_account_currency or d.credit_in_account_currency)
bank_account_currency = d.account_currency
if pay_to_recd_from:
self.pay_to_recd_from = pay_to_recd_from
if party_type and pay_to_recd_from:
self.pay_to_recd_from = frappe.db.get_value(party_type, pay_to_recd_from,
"customer_name" if party_type=="Customer" else "supplier_name")
if bank_amount:
total_amount = bank_amount
currency = bank_account_currency

45
erpnext/accounts/doctype/payment_entry/test_payment_entry.py
View File

@ -149,6 +149,49 @@ class TestPaymentEntry(unittest.TestCase):
outstanding_amount = flt(frappe.db.get_value("Sales Invoice", pi.name, "outstanding_amount"))
self.assertEqual(outstanding_amount, 0)
def test_payment_against_sales_invoice_to_check_status(self):
si = create_sales_invoice(customer="_Test Customer USD", debit_to="_Test Receivable USD - _TC",
currency="USD", conversion_rate=50)
pe = get_payment_entry("Sales Invoice", si.name, bank_account="_Test Bank USD - _TC")
pe.reference_no = "1"
pe.reference_date = "2016-01-01"
pe.target_exchange_rate = 50
pe.insert()
pe.submit()
outstanding_amount, status = frappe.db.get_value("Sales Invoice", si.name, ["outstanding_amount", "status"])
self.assertEqual(flt(outstanding_amount), 0)
self.assertEqual(status, 'Paid')
pe.cancel()
outstanding_amount, status = frappe.db.get_value("Sales Invoice", si.name, ["outstanding_amount", "status"])
self.assertEqual(flt(outstanding_amount), 100)
self.assertEqual(status, 'Unpaid')
def test_payment_against_purchase_invoice_to_check_status(self):
pi = make_purchase_invoice(supplier="_Test Supplier USD", debit_to="_Test Payable USD - _TC",
currency="USD", conversion_rate=50)
pe = get_payment_entry("Purchase Invoice", pi.name, bank_account="_Test Bank USD - _TC")
pe.reference_no = "1"
pe.reference_date = "2016-01-01"
pe.source_exchange_rate = 50
pe.insert()
pe.submit()
outstanding_amount, status = frappe.db.get_value("Purchase Invoice", pi.name, ["outstanding_amount", "status"])
self.assertEqual(flt(outstanding_amount), 0)
self.assertEqual(status, 'Paid')
pe.cancel()
outstanding_amount, status = frappe.db.get_value("Purchase Invoice", pi.name, ["outstanding_amount", "status"])
self.assertEqual(flt(outstanding_amount), 250)
self.assertEqual(status, 'Unpaid')
def test_payment_entry_against_ec(self):
payable = frappe.get_cached_value('Company', "_Test Company", 'default_payable_account')
@ -566,4 +609,4 @@ class TestPaymentEntry(unittest.TestCase):
self.assertEqual(expected_party_account_balance, party_account_balance)
accounts_settings.allow_cost_center_in_entry_of_bs_account = 0
accounts_settings.save()
accounts_settings.save()

6
erpnext/accounts/doctype/pricing_rule/utils.py
View File

@ -245,7 +245,7 @@ def filter_pricing_rules(args, pricing_rules, doc=None):
def validate_quantity_and_amount_for_suggestion(args, qty, amount, item_code, transaction_type):
fieldname, msg = '', ''
type_of_transaction = 'purcahse' if transaction_type == "buying" else "sale"
type_of_transaction = 'purchase' if transaction_type == 'buying' else 'sale'
for field, value in {'min_qty': qty, 'min_amt': amount}.items():
if (args.get(field) and value < args.get(field)
@ -465,7 +465,7 @@ def get_product_discount_rule(pricing_rule, item_details, args=None, doc=None):
item_details.free_item_data.update(item_data)
item_details.free_item_data['uom'] = pricing_rule.free_item_uom or item_data.stock_uom
item_details.free_item_data['conversion_factor'] = get_conversion_factor(free_item,
item_details.free_item_data['conversion_factor'] = get_conversion_factor(free_item,
item_details.free_item_data['uom']).get("conversion_factor", 1)
if item_details.get("parenttype") == 'Purchase Order':
@ -508,7 +508,7 @@ def validate_coupon_code(coupon_name):
frappe.throw(_("Sorry,coupon code validity has not started"))
elif coupon.valid_upto:
if coupon.valid_upto < getdate(today()) :
frappe.throw(_("Sorry,coupon code validity has expired"))
frappe.throw(_("Sorry,coupon code validity has expired"))
elif coupon.used>=coupon.maximum_use:
frappe.throw(_("Sorry,coupon code are exhausted"))
else:

54
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -125,27 +125,6 @@ class PurchaseInvoice(BuyingController):
else:
self.remarks = _("No Remarks")
def set_status(self, update=False, status=None, update_modified=True):
if self.is_new():
if self.get('amended_from'):
self.status = 'Draft'
return
if not status:
precision = self.precision("outstanding_amount")
args = [
self.name,
self.outstanding_amount,
self.is_return,
self.due_date,
self.docstatus,
precision
]
status = get_status(args)
if update:
self.db_set('status', status, update_modified = update_modified)
def set_missing_values(self, for_validate=False):
if not self.credit_to:
self.credit_to = get_party_account("Supplier", self.supplier, self.company)
@ -401,7 +380,7 @@ class PurchaseInvoice(BuyingController):
update_outstanding_amt(self.credit_to, "Supplier", self.supplier,
self.doctype, self.return_against if cint(self.is_return) and self.return_against else self.name)
if repost_future_gle and cint(self.update_stock) and self.auto_accounting_for_stock:
if (repost_future_gle or self.flags.repost_future_gle) and cint(self.update_stock) and self.auto_accounting_for_stock:
from erpnext.controllers.stock_controller import update_gl_entries_after
items, warehouses = self.get_items_and_warehouses()
update_gl_entries_after(self.posting_date, self.posting_time,
@ -1028,34 +1007,6 @@ class PurchaseInvoice(BuyingController):
# calculate totals again after applying TDS
self.calculate_taxes_and_totals()
def get_status(*args):
purchase_invoice, outstanding_amount, is_return, due_date, docstatus, precision = args[0]
outstanding_amount = flt(outstanding_amount, precision)
due_date = getdate(due_date)
now_date = getdate()
if docstatus == 2:
status = "Cancelled"
elif docstatus == 1:
if outstanding_amount > 0 and due_date < now_date:
status = "Overdue"
elif outstanding_amount > 0 and due_date >= now_date:
status = "Unpaid"
#Check if outstanding amount is 0 due to debit note issued against invoice
elif outstanding_amount <= 0 and is_return == 0 and frappe.db.get_value('Purchase Invoice', {'is_return': 1, 'return_against': purchase_invoice, 'docstatus': 1}):
status = "Debit Note Issued"
elif is_return == 1:
status = "Return"
elif outstanding_amount <=0:
status = "Paid"
else:
status = "Submitted"
else:
status = "Draft"
return status
def get_list_context(context=None):
from erpnext.controllers.website_list_for_contact import get_list_context
list_context = get_list_context(context)
@ -1116,3 +1067,6 @@ def block_invoice(name, release_date, hold_comment=None):
def make_inter_company_sales_invoice(source_name, target_doc=None):
from erpnext.accounts.doctype.sales_invoice.sales_invoice import make_inter_company_transaction
return make_inter_company_transaction("Purchase Invoice", source_name, target_doc)
def on_doctype_update():
frappe.db.add_index("Purchase Invoice", ["supplier", "is_return", "return_against"])

3
erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
View File

@ -199,7 +199,6 @@
"fieldtype": "Link",
"label": "UOM",
"options": "UOM",
"print_hide": 1,
"reqd": 1
},
{
@ -778,7 +777,7 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-01-13 16:04:14.200462",
"modified": "2020-03-11 14:20:17.297284",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice Item",

12
erpnext/accounts/doctype/sales_invoice/pos.py
View File

@ -207,7 +207,7 @@ def get_customers_list(pos_profile={}):
if pos_profile.get('customer_groups'):
# Get customers based on the customer groups defined in the POS profile
for d in pos_profile.get('customer_groups'):
customer_groups.extend([d.name for d in get_child_nodes('Customer Group', d.customer_group)])
customer_groups.extend([d.get('name') for d in get_child_nodes('Customer Group', d.get('customer_group'))])
cond = "customer_group in (%s)" % (', '.join(['%s'] * len(customer_groups)))
return frappe.db.sql(""" select name, customer_name, customer_group,
@ -387,7 +387,9 @@ def get_pricing_rule_data(doc):
@frappe.whitelist()
def make_invoice(doc_list={}, email_queue_list={}, customers_list={}):
def make_invoice(pos_profile, doc_list={}, email_queue_list={}, customers_list={}):
import json
if isinstance(doc_list, string_types):
doc_list = json.loads(doc_list)
@ -421,7 +423,11 @@ def make_invoice(doc_list={}, email_queue_list={}, customers_list={}):
name_list.append(name)
email_queue = make_email_queue(email_queue_list)
customers = get_customers_list()
if isinstance(pos_profile, string_types):
pos_profile = json.loads(pos_profile)
customers = get_customers_list(pos_profile)
return {
'invoice': name_list,
'email_queue': email_queue,

84
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -723,7 +723,7 @@ class SalesInvoice(SellingController):
update_outstanding_amt(self.debit_to, "Customer", self.customer,
self.doctype, self.return_against if cint(self.is_return) and self.return_against else self.name)
if repost_future_gle and cint(self.update_stock) \
if (repost_future_gle or self.flags.repost_future_gle) and cint(self.update_stock) \
and cint(auto_accounting_for_stock):
items, warehouses = self.get_items_and_warehouses()
update_gl_entries_after(self.posting_date, self.posting_time,
@ -1223,21 +1223,41 @@ class SalesInvoice(SellingController):
self.status = 'Draft'
return
precision = self.precision("outstanding_amount")
outstanding_amount = flt(self.outstanding_amount, precision)
due_date = getdate(self.due_date)
nowdate = getdate()
discounting_status = None
if self.is_discounted:
discountng_status = get_discounting_status(self.name)
if not status:
precision = self.precision("outstanding_amount")
args = [
self.name,
self.outstanding_amount,
self.is_discounted,
self.is_return,
self.due_date,
self.docstatus,
precision,
]
status = get_status(args)
if self.docstatus == 2:
status = "Cancelled"
elif self.docstatus == 1:
if outstanding_amount > 0 and due_date < nowdate and self.is_discounted and discountng_status=='Disbursed':
self.status = "Overdue and Discounted"
elif outstanding_amount > 0 and due_date < nowdate:
self.status = "Overdue"
elif outstanding_amount > 0 and due_date >= nowdate and self.is_discounted and discountng_status=='Disbursed':
self.status = "Unpaid and Discounted"
elif outstanding_amount > 0 and due_date >= nowdate:
self.status = "Unpaid"
#Check if outstanding amount is 0 due to credit note issued against invoice
elif outstanding_amount <= 0 and self.is_return == 0 and frappe.db.get_value('Sales Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1}):
self.status = "Credit Note Issued"
elif self.is_return == 1:
self.status = "Return"
elif outstanding_amount<=0:
self.status = "Paid"
else:
self.status = "Submitted"
else:
self.status = "Draft"
if update:
self.db_set('status', status, update_modified = update_modified)
self.db_set('status', self.status, update_modified = update_modified)
def get_discounting_status(sales_invoice):
status = None
@ -1259,42 +1279,6 @@ def get_discounting_status(sales_invoice):
return status
def get_status(*args):
sales_invoice, outstanding_amount, is_discounted, is_return, due_date, docstatus, precision = args[0]
discounting_status = None
if is_discounted:
discounting_status = get_discounting_status(sales_invoice)
outstanding_amount = flt(outstanding_amount, precision)
due_date = getdate(due_date)
now_date = getdate()
if docstatus == 2:
status = "Cancelled"
elif docstatus == 1:
if outstanding_amount > 0 and due_date < now_date and is_discounted and discounting_status=='Disbursed':
status = "Overdue and Discounted"
elif outstanding_amount > 0 and due_date < now_date:
status = "Overdue"
elif outstanding_amount > 0 and due_date >= now_date and is_discounted and discounting_status=='Disbursed':
status = "Unpaid and Discounted"
elif outstanding_amount > 0 and due_date >= now_date:
status = "Unpaid"
#Check if outstanding amount is 0 due to credit note issued against invoice
elif outstanding_amount <= 0 and is_return == 0 and frappe.db.get_value('Sales Invoice', {'is_return': 1, 'return_against': sales_invoice, 'docstatus': 1}):
status = "Credit Note Issued"
elif is_return == 1:
status = "Return"
elif outstanding_amount <=0:
status = "Paid"
else:
status = "Submitted"
else:
status = "Draft"
return status
def validate_inter_company_party(doctype, party, company, inter_company_reference):
if not party:
return
@ -1465,7 +1449,7 @@ def get_inter_company_details(doc, doctype):
"party": party,
"company": company
}
def get_internal_party(parties, link_doctype, doc):
if len(parties) == 1:
party = parties[0].name

10
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -786,7 +786,7 @@ class TestSalesInvoice(unittest.TestCase):
def test_make_pos_invoice(self):
from erpnext.accounts.doctype.sales_invoice.pos import make_invoice
make_pos_profile()
pos_profile = make_pos_profile()
pr = make_purchase_receipt(company= "_Test Company with perpetual inventory",supplier_warehouse= "Work In Progress - TCP1", item_code= "_Test FG Item",warehouse= "Stores - TCP1",cost_center= "Main - TCP1")
pos = create_sales_invoice(company= "_Test Company with perpetual inventory", debit_to="Debtors - TCP1", item_code= "_Test FG Item", warehouse="Stores - TCP1", income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1", cost_center = "Main - TCP1", do_not_save=True)
@ -802,7 +802,7 @@ class TestSalesInvoice(unittest.TestCase):
pos.append("taxes", tax)
invoice_data = [{'09052016142': pos}]
si = make_invoice(invoice_data).get('invoice')
si = make_invoice(pos_profile, invoice_data).get('invoice')
self.assertEqual(si[0], '09052016142')
sales_invoice = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': '09052016142', 'docstatus': 1})
@ -820,7 +820,7 @@ class TestSalesInvoice(unittest.TestCase):
if allow_negative_stock:
frappe.db.set_value('Stock Settings', None, 'allow_negative_stock', 0)
make_pos_profile()
pos_profile = make_pos_profile()
timestamp = cint(time.time())
item = make_item("_Test POS Item")
@ -834,7 +834,7 @@ class TestSalesInvoice(unittest.TestCase):
{'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 330}]
invoice_data = [{timestamp: pos}]
si = make_invoice(invoice_data).get('invoice')
si = make_invoice(pos_profile, invoice_data).get('invoice')
self.assertEqual(si[0], timestamp)
sales_invoice = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': timestamp})
@ -843,7 +843,7 @@ class TestSalesInvoice(unittest.TestCase):
timestamp = cint(time.time())
pos["offline_pos_name"] = timestamp
invoice_data = [{timestamp: pos}]
si1 = make_invoice(invoice_data).get('invoice')
si1 = make_invoice(pos_profile, invoice_data).get('invoice')
self.assertEqual(si1[0], timestamp)
sales_invoice1 = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': timestamp})

5
erpnext/accounts/general_ledger.py
View File

@ -136,12 +136,11 @@ def save_entries(gl_map, adv_adj, update_outstanding, from_repost=False):
def make_entry(args, adv_adj, update_outstanding, from_repost=False):
args.update({"doctype": "GL Entry"})
gle = frappe.get_doc(args)
gle = frappe.new_doc("GL Entry")
gle.update(args)
gle.flags.ignore_permissions = 1
gle.flags.from_repost = from_repost
gle.validate()
gle.flags.ignore_permissions = True
gle.db_insert()
gle.run_method("on_update_with_args", adv_adj, update_outstanding, from_repost)
gle.flags.ignore_validate = True

1
erpnext/accounts/page/pos/pos.js
View File

@ -1769,6 +1769,7 @@ erpnext.pos.PointOfSale = erpnext.taxes_and_totals.extend({
method: "erpnext.accounts.doctype.sales_invoice.pos.make_invoice",
freeze: true,
args: {
pos_profile: me.pos_profile_data,
doc_list: me.si_docs,
email_queue_list: me.email_queue_list,
customers_list: me.customers_list

14
erpnext/accounts/report/accounts_payable/accounts_payable.js
View File

@ -11,18 +11,18 @@ frappe.query_reports["Accounts Payable"] = {
"reqd": 1,
"default": frappe.defaults.get_user_default("Company")
},
{
"fieldname":"report_date",
"label": __("Posting Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
},
{
"fieldname":"ageing_based_on",
"label": __("Ageing Based On"),
"fieldtype": "Select",
"options": 'Posting Date\nDue Date\nSupplier Invoice Date',
"default": "Posting Date"
},
{
"fieldname":"report_date",
"label": __("As on Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
"default": "Due Date"
},
{
"fieldname":"range1",

14
erpnext/accounts/report/accounts_payable_summary/accounts_payable_summary.js
View File

@ -10,18 +10,18 @@ frappe.query_reports["Accounts Payable Summary"] = {
"options": "Company",
"default": frappe.defaults.get_user_default("Company")
},
{
"fieldname":"report_date",
"label": __("Posting Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
},
{
"fieldname":"ageing_based_on",
"label": __("Ageing Based On"),
"fieldtype": "Select",
"options": 'Posting Date\nDue Date',
"default": "Posting Date"
},
{
"fieldname":"report_date",
"label": __("Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
"default": "Due Date"
},
{
"fieldname":"range1",

16
erpnext/accounts/report/accounts_receivable/accounts_receivable.js
View File

@ -11,18 +11,18 @@ frappe.query_reports["Accounts Receivable"] = {
"reqd": 1,
"default": frappe.defaults.get_user_default("Company")
},
{
"fieldname":"report_date",
"label": __("Posting Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
},
{
"fieldname":"ageing_based_on",
"label": __("Ageing Based On"),
"fieldtype": "Select",
"options": 'Posting Date\nDue Date',
"default": "Posting Date"
},
{
"fieldname":"report_date",
"label": __("As on Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
"default": "Due Date"
},
{
"fieldname":"range1",
@ -148,7 +148,7 @@ frappe.query_reports["Accounts Receivable"] = {
},
{
"fieldname":"show_delivery_notes",
"label": __("Show Delivery Notes"),
"label": __("Show Linked Delivery Notes"),
"fieldtype": "Check",
},
{

14
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -7,7 +7,7 @@ from frappe import _, scrub
from frappe.utils import getdate, nowdate, flt, cint, formatdate, cstr, now, time_diff_in_seconds
from collections import OrderedDict
from erpnext.accounts.utils import get_currency_precision
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
# This report gives a summary of all Outstanding Invoices considering the following
@ -603,7 +603,6 @@ class ReceivablePayableReport(object):
self.add_supplier_filters(conditions, values)
self.add_accounting_dimensions_filters(conditions, values)
return " and ".join(conditions), values
def get_order_by_condition(self):
@ -666,13 +665,16 @@ class ReceivablePayableReport(object):
doctype=doctype, lft=lft, rgt=rgt, key=key)
def add_accounting_dimensions_filters(self, conditions, values):
accounting_dimensions = get_accounting_dimensions()
accounting_dimensions = get_accounting_dimensions(as_list=False)
if accounting_dimensions:
for dimension in accounting_dimensions:
if self.filters.get(dimension):
conditions.append("{0} = %s".format(dimension))
values.append(self.filters.get(dimension))
if self.filters.get(dimension.fieldname):
if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'):
self.filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type,
self.filters.get(dimension.fieldname))
conditions.append("{0} in %s".format(dimension.fieldname))
values.append(tuple(self.filters.get(dimension.fieldname)))
def get_gle_balance(self, gle):
# get the balance of the GL (debit - credit) or reverse balance based on report type

14
erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.js
View File

@ -10,18 +10,18 @@ frappe.query_reports["Accounts Receivable Summary"] = {
"options": "Company",
"default": frappe.defaults.get_user_default("Company")
},
{
"fieldname":"report_date",
"label": __("Posting Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
},
{
"fieldname":"ageing_based_on",
"label": __("Ageing Based On"),
"fieldtype": "Select",
"options": 'Posting Date\nDue Date',
"default": "Posting Date"
},
{
"fieldname":"report_date",
"label": __("Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today()
"default": "Due Date"
},
{
"fieldname":"range1",

13
erpnext/accounts/report/financial_statements.py
View File

@ -16,7 +16,7 @@ from frappe import _
from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr)
from six import itervalues
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
def get_period_list(from_fiscal_year, to_fiscal_year, periodicity, accumulated_values=False,
company=None, reset_period_on_fy_change=True):
@ -389,7 +389,7 @@ def set_gl_entries_by_account(
def get_additional_conditions(from_date, ignore_closing_entries, filters):
additional_conditions = []
accounting_dimensions = get_accounting_dimensions()
accounting_dimensions = get_accounting_dimensions(as_list=False)
if ignore_closing_entries:
additional_conditions.append("ifnull(voucher_type, '')!='Period Closing Voucher'")
@ -412,11 +412,14 @@ def get_additional_conditions(from_date, ignore_closing_entries, filters):
additional_conditions.append("(finance_book in (%(finance_book)s, %(company_fb)s, '') OR finance_book IS NULL)")
else:
additional_conditions.append("(finance_book in (%(finance_book)s, '') OR finance_book IS NULL)")
if accounting_dimensions:
for dimension in accounting_dimensions:
if filters.get(dimension):
additional_conditions.append("{0} in (%({0})s)".format(dimension))
if filters.get(dimension.fieldname):
if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'):
filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type,
filters.get(dimension.fieldname))
additional_conditions.append("{0} in %({0})s".format(dimension.fieldname))
return " and {}".format(" and ".join(additional_conditions)) if additional_conditions else ""

2
erpnext/accounts/report/general_ledger/general_ledger.html
View File

@ -2,7 +2,7 @@
<h4 class="text-center">
{% if (filters.party_name) { %}
{%= filters.party_name %}
{% } else if (filters.party && filters.show_name) { %}
{% } else if (filters.party) { %}
{%= filters.party %}
{% } else if (filters.account) { %}
{%= filters.account %}

11
erpnext/accounts/report/general_ledger/general_ledger.py
View File

@ -10,7 +10,7 @@ from frappe import _, _dict
from erpnext.accounts.utils import get_account_currency
from erpnext.accounts.report.financial_statements import get_cost_centers_with_children
from six import iteritems
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
from collections import OrderedDict
def execute(filters=None):
@ -194,12 +194,15 @@ def get_conditions(filters):
if match_conditions:
conditions.append(match_conditions)
accounting_dimensions = get_accounting_dimensions()
accounting_dimensions = get_accounting_dimensions(as_list=False)
if accounting_dimensions:
for dimension in accounting_dimensions:
if filters.get(dimension):
conditions.append("{0} in (%({0})s)".format(dimension))
if filters.get(dimension.fieldname):
if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'):
filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type,
filters.get(dimension.fieldname))
conditions.append("{0} in %({0})s".format(dimension.fieldname))
return "and {}".format(" and ".join(conditions)) if conditions else ""

11
erpnext/accounts/report/item_wise_purchase_register/item_wise_purchase_register.py
View File

@ -54,8 +54,8 @@ def _execute(filters=None, additional_table_columns=None, additional_query_colum
'description': d.description,
'invoice': d.parent,
'posting_date': d.posting_date,
'customer': d.supplier,
'customer_name': d.supplier_name
'supplier': d.supplier,
'supplier_name': d.supplier_name
}
if additional_query_columns:
@ -201,7 +201,8 @@ def get_columns(additional_table_columns, filters):
{
'label': _('Mode Of Payment'),
'fieldname': 'mode_of_payment',
'fieldtype': 'Data',
'fieldtype': 'Link',
'options': 'Mode of Payment',
'width': 120
},
{
@ -309,6 +310,8 @@ def get_items(filters, additional_query_columns):
if additional_query_columns:
additional_query_columns = ', ' + ', '.join(additional_query_columns)
else:
additional_query_columns = ''
return frappe.db.sql("""
select
@ -320,7 +323,7 @@ def get_items(filters, additional_query_columns):
`tabPurchase Invoice Item`.`purchase_receipt`, `tabPurchase Invoice Item`.`po_detail`,
`tabPurchase Invoice Item`.`expense_account`, `tabPurchase Invoice Item`.`stock_qty`,
`tabPurchase Invoice Item`.`stock_uom`, `tabPurchase Invoice Item`.`base_net_amount`,
`tabPurchase Invoice`.supplier_name, `tabPurchase Invoice`.mode_of_payment {0}
`tabPurchase Invoice`.`supplier_name`, `tabPurchase Invoice`.`mode_of_payment` {0}
from `tabPurchase Invoice`, `tabPurchase Invoice Item`
where `tabPurchase Invoice`.name = `tabPurchase Invoice Item`.`parent` and
`tabPurchase Invoice`.docstatus = 1 %s

2
erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py
View File

@ -373,6 +373,8 @@ def get_items(filters, additional_query_columns):
if additional_query_columns:
additional_query_columns = ', ' + ', '.join(additional_query_columns)
else:
additional_query_columns = ''
return frappe.db.sql("""
select

47
erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py
View File

@ -31,7 +31,52 @@ def execute(filters=None):
chart = get_chart_data(filters, columns, income, expense, net_profit_loss)
return columns, data, None, chart
report_summary = get_report_summary(columns, income, expense, net_profit_loss, filters.periodicity, period_list)
return columns, data, None, chart, report_summary
def get_report_summary(columns, income, expense, net_profit_loss, period_list, periodicity):
income_data, expense_data, net_profit = [], [], []
for p in columns[2:]:
if income:
income_data.append(income[-2].get(p.get("fieldname")))
if expense:
expense_data.append(expense[-2].get(p.get("fieldname")))
if net_profit_loss:
net_profit.append(net_profit_loss.get(p.get("fieldname")))
if (len(period_list) == 1 and periodicity== 'Yearly'):
profit_label = _("Profit This Year")
income_label = _("Total Income This Year")
expense_label = _("Total Expense This Year")
else:
profit_label = _("Net Profit")
income_label = _("Total Income")
expense_label = _("Total Expense")
return [
{
"value": net_profit[-1],
"indicator": "Green" if net_profit[-1] > 0 else "Red",
"label": profit_label,
"datatype": "Currency",
"currency": net_profit_loss.get("currency")
},
{
"value": income_data[-1],
"label": income_label,
"datatype": "Currency",
"currency": income[-1].get('currency')
},
{
"value": expense_data[-1],
"label": expense_label,
"datatype": "Currency",
"currency": expense[-1].get('currency')
}
]
def get_net_profit_loss(income, expense, period_list, company, currency=None, consolidated=False):
total = 0

12
erpnext/accounts/report/sales_register/sales_register.py
View File

@ -6,7 +6,7 @@ import frappe
from frappe.utils import flt
from frappe import msgprint, _
from frappe.model.meta import get_field_precision
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
def execute(filters=None):
return _execute(filters)
@ -341,14 +341,18 @@ def get_conditions(filters):
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.item_group, '') = %(item_group)s)"""
accounting_dimensions = get_accounting_dimensions()
accounting_dimensions = get_accounting_dimensions(as_list=False)
if accounting_dimensions:
for dimension in accounting_dimensions:
if filters.get(dimension):
if filters.get(dimension.fieldname):
if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'):
filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type,
filters.get(dimension.fieldname))
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.{0}, '') = %({0})s)""".format(dimension)
and ifnull(`tabSales Invoice Item`.{0}, '') in %({0})s)""".format(dimension.fieldname)
return conditions

13
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -7,7 +7,7 @@ from frappe import _
from frappe.utils import flt, getdate, formatdate, cstr
from erpnext.accounts.report.financial_statements \
import filter_accounts, set_gl_entries_by_account, filter_out_zero_value_rows
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
value_fields = ("opening_debit", "opening_credit", "debit", "credit", "closing_debit", "closing_credit")
@ -109,7 +109,7 @@ def get_rootwise_opening_balances(filters, report_type):
additional_conditions += fb_conditions
accounting_dimensions = get_accounting_dimensions()
accounting_dimensions = get_accounting_dimensions(as_list=False)
query_filters = {
"company": filters.company,
@ -122,11 +122,14 @@ def get_rootwise_opening_balances(filters, report_type):
if accounting_dimensions:
for dimension in accounting_dimensions:
if filters.get(dimension):
additional_conditions += """ and {0} in (%({0})s) """.format(dimension)
if filters.get(dimension.fieldname):
if frappe.get_cached_value('DocType', dimension.document_type, 'is_tree'):
filters[dimension.fieldname] = get_dimension_with_children(dimension.document_type,
filters.get(dimension.fieldname))
additional_conditions += "and {0} in %({0})s".format(dimension.fieldname)
query_filters.update({
dimension: filters.get(dimension)
dimension.fieldname: filters.get(dimension.fieldname)
})
gle = frappe.db.sql("""

36
erpnext/agriculture/desk_page/agriculture/agriculture.json Normal file
View File

@ -0,0 +1,36 @@
{
"cards": [
{
"links": "[\n {\n \"label\": \"Crop\",\n \"name\": \"Crop\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Crop Cycle\",\n \"name\": \"Crop Cycle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Crops & Lands"
},
{
"links": "[\n {\n \"label\": \"Plant Analysis\",\n \"name\": \"Plant Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Soil Analysis\",\n \"name\": \"Soil Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Water Analysis\",\n \"name\": \"Water Analysis\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Soil Texture\",\n \"name\": \"Soil Texture\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Weather\",\n \"name\": \"Weather\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Agriculture Analysis Criteria\",\n \"name\": \"Agriculture Analysis Criteria\",\n \"type\": \"doctype\"\n }\n]",
"title": "Analytics"
},
{
"links": "[\n {\n \"label\": \"Disease\",\n \"name\": \"Disease\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fertilizer\",\n \"name\": \"Fertilizer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Diseases & Fertilizers"
}
],
"category": "Domains",
"charts": [],
"creation": "2020-03-02 17:23:34.339274",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"idx": 0,
"is_standard": 1,
"label": "Agriculture",
"modified": "2020-03-12 16:30:37.565413",
"modified_by": "Administrator",
"module": "Agriculture",
"name": "Agriculture",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Agriculture",
"shortcuts": []
}

53
erpnext/assets/desk_page/assets/assets.json Normal file
View File

@ -0,0 +1,53 @@
{
"cards": [
{
"links": "[\n {\n \"label\": \"Asset\",\n \"name\": \"Asset\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Asset Category\",\n \"name\": \"Asset Category\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Transfer an asset from one warehouse to another\",\n \"label\": \"Asset Movement\",\n \"name\": \"Asset Movement\",\n \"type\": \"doctype\"\n }\n]",
"title": "Assets"
},
{
"links": "[\n {\n \"label\": \"Asset Maintenance Team\",\n \"name\": \"Asset Maintenance Team\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance Team\"\n ],\n \"label\": \"Asset Maintenance\",\n \"name\": \"Asset Maintenance\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance\"\n ],\n \"label\": \"Asset Maintenance Log\",\n \"name\": \"Asset Maintenance Log\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"label\": \"Asset Value Adjustment\",\n \"name\": \"Asset Value Adjustment\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"label\": \"Asset Repair\",\n \"name\": \"Asset Repair\",\n \"type\": \"doctype\"\n }\n]",
"title": "Maintenance"
},
{
"icon": "fa fa-table",
"links": "[\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"doctype\": \"Asset\",\n \"is_query_report\": true,\n \"label\": \"Asset Depreciation Ledger\",\n \"name\": \"Asset Depreciation Ledger\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Asset\"\n ],\n \"doctype\": \"Asset\",\n \"is_query_report\": true,\n \"label\": \"Asset Depreciations and Balances\",\n \"name\": \"Asset Depreciations and Balances\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Asset Maintenance\"\n ],\n \"doctype\": \"Asset Maintenance\",\n \"label\": \"Asset Maintenance\",\n \"name\": \"Asset Maintenance\",\n \"type\": \"report\"\n }\n]",
"title": "Reports"
}
],
"category": "Modules",
"charts": [],
"creation": "2020-03-02 15:43:27.634865",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Assets",
"modified": "2020-03-12 16:30:38.651019",
"modified_by": "Administrator",
"module": "Assets",
"name": "Assets",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"is_query_report": 0,
"link_to": "Asset",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Asset Movement",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Fixed Asset Register",
"type": "Report"
}
]
}

6
erpnext/assets/doctype/location/location.json
View File

@ -139,12 +139,14 @@
"read_only": 1
}
],
"is_tree": 1,
"links": [],
"modified": "2020-01-28 13:52:22.513425",
"modified": "2020-03-18 18:00:08.885805",
"modified_by": "Administrator",
"module": "Assets",
"name": "Location",
"name_case": "Title Case",
"nsm_parent_field": "parent_location",
"owner": "Administrator",
"permissions": [
{
@ -218,6 +220,8 @@
"write": 1
}
],
"quick_entry": 1,
"restrict_to_domain": "Agriculture",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",

92
erpnext/buying/desk_page/buying/buying.json Normal file
View File

@ -0,0 +1,92 @@
{
"cards": [
{
"links": "[\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier Group master.\",\n \"label\": \"Supplier Group\",\n \"name\": \"Supplier Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n }\n]",
"title": "Supplier"
},
{
"icon": "fa fa-star",
"links": "[\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Purchase Orders given to Suppliers.\",\n \"label\": \"Purchase Order\",\n \"name\": \"Purchase Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"label\": \"Purchase Invoice\",\n \"name\": \"Purchase Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Request for purchase.\",\n \"label\": \"Material Request\",\n \"name\": \"Material Request\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Request for quotation.\",\n \"label\": \"Request for Quotation\",\n \"name\": \"Request for Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Supplier\"\n ],\n \"description\": \"Quotations received from Suppliers.\",\n \"label\": \"Supplier Quotation\",\n \"name\": \"Supplier Quotation\",\n \"type\": \"doctype\"\n }\n]",
"title": "Purchasing"
},
{
"links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n }\n]",
"title": "Items and Pricing"
},
{
"icon": "fa fa-cog",
"links": "[\n {\n \"description\": \"Default settings for buying transactions.\",\n \"label\": \"Buying Settings\",\n \"name\": \"Buying Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for buying transactions.\",\n \"label\": \"Purchase Taxes and Charges Template\",\n \"name\": \"Purchase Taxes and Charges Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"type\": \"doctype\"\n }\n]",
"title": "Settings"
},
{
"links": "[\n {\n \"description\": \"All Supplier scorecards.\",\n \"label\": \"Supplier Scorecard\",\n \"name\": \"Supplier Scorecard\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier scorecard variables.\",\n \"label\": \"Supplier Scorecard Variable\",\n \"name\": \"Supplier Scorecard Variable\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier scorecard criteria.\",\n \"label\": \"Supplier Scorecard Criteria\",\n \"name\": \"Supplier Scorecard Criteria\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Templates of supplier standings.\",\n \"label\": \"Supplier Scorecard Standing\",\n \"name\": \"Supplier Scorecard Standing\",\n \"type\": \"doctype\"\n }\n]",
"title": "Supplier Scorecard"
},
{
"icon": "fa fa-table",
"links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Analytics\",\n \"name\": \"Purchase Analytics\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier-Wise Sales Analytics\",\n \"name\": \"Supplier-Wise Sales Analytics\",\n \"onboard\": 1,\n \"reference_doctype\": \"Stock Ledger Entry\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Order Trends\",\n \"name\": \"Purchase Order Trends\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Procurement Tracker\",\n \"name\": \"Procurement Tracker\",\n \"onboard\": 1,\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Requested Items To Be Ordered\",\n \"name\": \"Requested Items To Be Ordered\",\n \"onboard\": 1,\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n }\n]",
"title": "Key Reports"
},
{
"icon": "fa fa-list",
"links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]",
"title": "Other Reports"
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Expenses",
"label": "Expenses",
"size": "Full"
}
],
"creation": "2020-01-28 11:50:26.195467",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Buying",
"modified": "2020-03-12 16:30:40.779078",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"format": "{} Unpaid",
"is_query_report": 0,
"link_to": "Purchase Invoice",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"Unpaid\"\n}",
"type": "DocType"
},
{
"format": "{} to receive",
"is_query_report": 0,
"link_to": "Purchase Order",
"stats_filter": "{\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%'],\n \"status\": \"To Receive\"\n}",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Supplier Quotation",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Accounts Payable",
"type": "Report"
},
{
"is_query_report": 0,
"link_to": "Purchase Register",
"type": "Report"
}
]
}

22
erpnext/communication/desk_page/communication/communication.json Normal file
View File

@ -0,0 +1,22 @@
{
"cards": [],
"charts": [],
"creation": "2020-01-28 11:49:55.003637",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Communication",
"modified": "2020-03-12 16:30:40.534226",
"modified_by": "Administrator",
"module": "Communication",
"name": "Communication",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": []
}

11
erpnext/controllers/status_updater.py
View File

@ -69,6 +69,17 @@ status_map = {
["Cancelled", "eval:self.docstatus==2"],
["Closed", "eval:self.status=='Closed'"],
],
"Purchase Invoice": [
["Draft", None],
["Submitted", "eval:self.docstatus==1"],
["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"],
["Return", "eval:self.is_return==1 and self.docstatus==1"],
["Debit Note Issued",
"eval:self.outstanding_amount <= 0 and self.docstatus==1 and self.is_return==0 and get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1})"],
["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"],
["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"],
["Cancelled", "eval:self.docstatus==2"],
],
"Material Request": [
["Draft", None],
["Stopped", "eval:self.status == 'Stopped'"],

6
erpnext/controllers/stock_controller.py
View File

@ -34,7 +34,7 @@ class StockController(AccountsController):
gl_entries = self.get_gl_entries(warehouse_account)
make_gl_entries(gl_entries, from_repost=from_repost)
if repost_future_gle:
if (repost_future_gle or self.flags.repost_future_gle):
items, warehouses = self.get_items_and_warehouses()
update_gl_entries_after(self.posting_date, self.posting_time, warehouses, items,
warehouse_account, company=self.company)
@ -238,6 +238,10 @@ class StockController(AccountsController):
for d in self.items:
if not d.batch_no: continue
serial_nos = [sr.name for sr in frappe.get_all("Serial No", {'batch_no': d.batch_no})]
if serial_nos:
frappe.db.set_value("Serial No", { 'name': ['in', serial_nos] }, "batch_no", None)
d.batch_no = None
d.db_set("batch_no", None)

69
erpnext/crm/desk_page/crm/crm.json Normal file
View File

@ -0,0 +1,69 @@
{
"cards": [
{
"icon": "fa fa-star",
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7
erpnext/crm/doctype/opportunity/opportunity.json
View File

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76
erpnext/education/desk_page/education/education.json Normal file
View File

@ -0,0 +1,76 @@
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334
erpnext/education/doctype/assessment_group/assessment_group.json
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}

44
erpnext/healthcare/desk_page/healthcare/healthcare.json Normal file
View File

@ -0,0 +1,44 @@
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405
erpnext/healthcare/doctype/healthcare_service_unit/healthcare_service_unit.json
View File

@ -1,542 +1,205 @@
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4
erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
View File

@ -386,5 +386,5 @@ def get_procedure_prescribed(patient):
return frappe.db.sql("""select pp.name, pp.procedure, pp.parent, ct.practitioner,
ct.encounter_date, pp.practitioner, pp.date, pp.department
from `tabPatient Encounter` ct, `tabProcedure Prescription` pp
where ct.patient='{0}' and pp.parent=ct.name and pp.appointment_booked=0
order by ct.creation desc""".format(patient))
where ct.patient=%(patient)s and pp.parent=ct.name and pp.appointment_booked=0
order by ct.creation desc""", {"patient": patient})

123
erpnext/hr/desk_page/hr/hr.json Normal file
View File

@ -0,0 +1,123 @@
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},
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"links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Application\",\n \"name\": \"Leave Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Allocation\",\n \"name\": \"Leave Allocation\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Leave Type\"\n ],\n \"label\": \"Leave Policy\",\n \"name\": \"Leave Policy\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Period\",\n \"name\": \"Leave Period\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Leave Type\",\n \"name\": \"Leave Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Holiday List\",\n \"name\": \"Holiday List\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Compensatory Leave Request\",\n \"name\": \"Compensatory Leave Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Leave Encashment\",\n \"name\": \"Leave Encashment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Leave Block List\",\n \"name\": \"Leave Block List\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Leave Application\"\n ],\n \"doctype\": \"Leave Application\",\n \"is_query_report\": true,\n \"label\": \"Employee Leave Balance\",\n \"name\": \"Employee Leave Balance\",\n \"type\": \"report\"\n }\n]",
"title": "Leaves"
},
{
"links": "[\n {\n \"label\": \"Salary Structure\",\n \"name\": \"Salary Structure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Salary Structure\",\n \"Employee\"\n ],\n \"label\": \"Salary Structure Assignment\",\n \"name\": \"Salary Structure Assignment\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Payroll Entry\",\n \"name\": \"Payroll Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Slip\",\n \"name\": \"Salary Slip\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Payroll Period\",\n \"name\": \"Payroll Period\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Component\",\n \"name\": \"Salary Component\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Additional Salary\",\n \"name\": \"Additional Salary\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Retention Bonus\",\n \"name\": \"Retention Bonus\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Incentive\",\n \"name\": \"Employee Incentive\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Salary Slip\"\n ],\n \"doctype\": \"Salary Slip\",\n \"is_query_report\": true,\n \"label\": \"Salary Register\",\n \"name\": \"Salary Register\",\n \"type\": \"report\"\n }\n]",
"title": "Payroll"
},
{
"links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Attendance Tool\",\n \"name\": \"Employee Attendance Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Attendance\",\n \"name\": \"Attendance\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Attendance Request\",\n \"name\": \"Attendance Request\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Upload Attendance\",\n \"name\": \"Upload Attendance\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Checkin\",\n \"name\": \"Employee Checkin\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Attendance\"\n ],\n \"doctype\": \"Attendance\",\n \"is_query_report\": true,\n \"label\": \"Monthly Attendance Sheet\",\n \"name\": \"Monthly Attendance Sheet\",\n \"type\": \"report\"\n }\n]",
"title": "Attendance"
},
{
"links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Expense Claim\",\n \"name\": \"Expense Claim\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Advance\",\n \"name\": \"Employee Advance\",\n \"type\": \"doctype\"\n }\n]",
"title": "Expense Claims"
},
{
"icon": "fa fa-cog",
"links": "[\n {\n \"label\": \"HR Settings\",\n \"name\": \"HR Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Daily Work Summary Group\",\n \"name\": \"Daily Work Summary Group\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Team Updates\",\n \"name\": \"team-updates\",\n \"type\": \"page\"\n }\n]",
"title": "Settings"
},
{
"links": "[\n {\n \"label\": \"Vehicle\",\n \"name\": \"Vehicle\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Vehicle Log\",\n \"name\": \"Vehicle Log\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Vehicle\"\n ],\n \"doctype\": \"Vehicle\",\n \"is_query_report\": true,\n \"label\": \"Vehicle Expenses\",\n \"name\": \"Vehicle Expenses\",\n \"type\": \"report\"\n }\n]",
"title": "Fleet Management"
},
{
"links": "[\n {\n \"label\": \"Job Opening\",\n \"name\": \"Job Opening\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Applicant\",\n \"name\": \"Job Applicant\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Offer\",\n \"name\": \"Job Offer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Staffing Plan\",\n \"name\": \"Staffing Plan\",\n \"type\": \"doctype\"\n }\n]",
"title": "Recruitment"
},
{
"links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n }\n]",
"title": "Loans"
},
{
"links": "[\n {\n \"label\": \"Training Program\",\n \"name\": \"Training Program\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Event\",\n \"name\": \"Training Event\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Result\",\n \"name\": \"Training Result\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Training Feedback\",\n \"name\": \"Training Feedback\",\n \"type\": \"doctype\"\n }\n]",
"title": "Training"
},
{
"icon": "fa fa-list",
"links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Employee Birthday\",\n \"name\": \"Employee Birthday\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Employees working on a holiday\",\n \"name\": \"Employees working on a holiday\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"doctype\": \"Employee\",\n \"is_query_report\": true,\n \"label\": \"Department Analytics\",\n \"name\": \"Department Analytics\",\n \"type\": \"report\"\n }\n]",
"title": "Reports"
},
{
"links": "[\n {\n \"label\": \"Appraisal\",\n \"name\": \"Appraisal\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Appraisal Template\",\n \"name\": \"Appraisal Template\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Energy Point Rule\",\n \"name\": \"Energy Point Rule\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Energy Point Log\",\n \"name\": \"Energy Point Log\",\n \"type\": \"doctype\"\n }\n]",
"title": "Performance"
},
{
"links": "[\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Declaration\",\n \"name\": \"Employee Tax Exemption Declaration\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Proof Submission\",\n \"name\": \"Employee Tax Exemption Proof Submission\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Benefit Application\",\n \"name\": \"Employee Benefit Application\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Benefit Claim\",\n \"name\": \"Employee Benefit Claim\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Category\",\n \"name\": \"Employee Tax Exemption Category\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"label\": \"Employee Tax Exemption Sub Category\",\n \"name\": \"Employee Tax Exemption Sub Category\",\n \"type\": \"doctype\"\n }\n]",
"title": "Employee Tax and Benefits"
}
],
"category": "Modules",
"charts": [],
"creation": "2020-03-02 15:48:58.322521",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "HR",
"modified": "2020-03-12 16:30:35.211246",
"modified_by": "Administrator",
"module": "HR",
"name": "HR",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
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"link_to": "Employee",
"stats_filter": "{\"status\":\"Active\"}",
"type": "DocType"
},
{
"format": "{} Unpaid",
"is_query_report": 0,
"link_to": "Expense Claim",
"stats_filter": "{\"approval_status\":\"Draft\"}",
"type": "DocType"
},
{
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"link_to": "Job Applicant",
"stats_filter": "{\n \"status\": \"Open\"\n}",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Salary Structure",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Leave Application",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Salary Register",
"type": "Report"
}
]
}

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

@ -129,11 +129,13 @@
],
"icon": "fa fa-sitemap",
"idx": 1,
"is_tree": 1,
"links": [],
"modified": "2019-12-12 14:48:35.254308",
"modified": "2020-03-18 18:03:27.784362",
"modified_by": "Administrator",
"module": "HR",
"name": "Department",
"nsm_parent_field": "parent_department",
"owner": "Administrator",
"permissions": [
{

13
erpnext/hr/doctype/department/department.py
View File

@ -48,12 +48,17 @@ def get_abbreviated_name(name, company):
@frappe.whitelist()
def get_children(doctype, parent=None, company=None, is_root=False):
condition = ''
var_dict = {
"name": get_root_of("Department"),
"parent": parent,
"company": company,
}
if company == parent:
condition = "name='{0}'".format(get_root_of("Department"))
condition = "name=%(name)s"
elif company:
condition = "parent_department='{0}' and company='{1}'".format(parent, company)
condition = "parent_department=%(parent)s and company=%(company)s"
else:
condition = "parent_department = '{0}'".format(parent)
condition = "parent_department = %(parent)s"
return frappe.db.sql("""
select
@ -62,7 +67,7 @@ def get_children(doctype, parent=None, company=None, is_root=False):
from `tab{doctype}`
where
{condition}
order by name""".format(doctype=doctype, condition=condition), as_dict=1)
order by name""".format(doctype=doctype, condition=condition), var_dict, as_dict=1)
@frappe.whitelist()
def add_node():

1
erpnext/hr/doctype/employee_benefit_application/employee_benefit_application.py
View File

@ -190,6 +190,7 @@ def get_benefit_component_amount(employee, start_date, end_date, salary_componen
component_max_benefit, depends_on_payment_days = frappe.db.get_value("Salary Component",
salary_component, ["max_benefit_amount", "depends_on_payment_days"])
benefit_amount = 0
if benefit_application:
benefit_amount = frappe.db.get_value("Employee Benefit Application Detail",
{"parent": benefit_application[0][0], "earning_component": salary_component}, "amount")

871
erpnext/hr/doctype/employee_tax_exemption_proof_submission/employee_tax_exemption_proof_submission.json
View File

@ -1,720 +1,215 @@
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"beta": 0,
"creation": "2018-04-13 17:24:11.456132",
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"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "HR-TAX-PRF-.YYYY.-.#####",
"creation": "2018-04-13 17:24:11.456132",
"doctype": "DocType",
"editable_grid": 1,
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"exemption_amount",
"other_incomes_section",
"income_from_other_sources",
"attachment_section",
"attachments",
"amended_from"
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},
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"fieldtype": "Currency",
"label": "Total Exemption Amount",
"read_only": 1
},
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},
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},
"fieldname": "income_from_other_sources",
"fieldtype": "Currency",
"label": "Income From Other Sources"
},
{
"allow_bulk_edit": 0,
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"fieldtype": "Section Break",
"hidden": 0,
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},
"fieldname": "attachment_section",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
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"fieldtype": "Attach",
"hidden": 0,
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},
"fieldname": "attachments",
"fieldtype": "Attach",
"label": "Attachments"
},
{
"allow_bulk_edit": 0,
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"fieldname": "amended_from",
"fieldtype": "Link",
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"label": "Amended From",
"length": 0,
"no_copy": 1,
"options": "Employee Tax Exemption Proof Submission",
"permlevel": 0,
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}
],
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"modified": "2019-05-13 12:17:18.045171",
"modified_by": "Administrator",
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"name": "Employee Tax Exemption Proof Submission",
"name_case": "",
"owner": "Administrator",
],
"is_submittable": 1,
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"modified": "2020-03-02 19:02:15.398486",
"modified_by": "Administrator",
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"name": "Employee Tax Exemption Proof Submission",
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"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

6
erpnext/hr/doctype/expense_taxes_and_charges/expense_taxes_and_charges.json
View File

@ -71,7 +71,7 @@
"label": "Amount",
"oldfieldname": "tax_amount",
"oldfieldtype": "Currency",
"options": "currency"
"options": "Company:company:default_currency"
},
{
"columns": 2,
@ -81,7 +81,7 @@
"label": "Total",
"oldfieldname": "total",
"oldfieldtype": "Currency",
"options": "currency",
"options": "Company:company:default_currency",
"read_only": 1
},
{
@ -95,7 +95,7 @@
],
"istable": 1,
"links": [],
"modified": "2019-12-11 13:50:02.883328",
"modified": "2020-03-11 13:25:06.721917",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Taxes and Charges",

7
erpnext/hr/doctype/vehicle_log/test_vehicle_log.py
View File

@ -6,11 +6,14 @@ from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import nowdate,flt, cstr,random_string
# test_records = frappe.get_test_records('Vehicle Log')
class TestVehicleLog(unittest.TestCase):
def test_make_vehicle_log_and_syncing_of_odometer_value(self):
employee_id=frappe.db.sql("""select name from `tabEmployee` order by modified desc limit 1""")[0][0]
employee_id = frappe.db.sql("""select name from `tabEmployee` where status='Active' order by modified desc limit 1""")
employee_id = employee_id[0][0] if employee_id else None
license_plate = get_vehicle(employee_id)
vehicle_log = frappe.get_doc({
"doctype": "Vehicle Log",
"license_plate": cstr(license_plate),

26
erpnext/hr/doctype/vehicle_log/vehicle_log.js
View File

@ -3,11 +3,6 @@
frappe.ui.form.on("Vehicle Log", {
refresh: function(frm) {
if(frm.doc.license_plate && frm.doc.__islocal){
frm.events.set_vehicle_details(frm);
}
if(frm.doc.docstatus == 1) {
frm.add_custom_button(__('Expense Claim'), function() {
frm.events.expense_claim(frm);
@ -16,27 +11,6 @@ frappe.ui.form.on("Vehicle Log", {
}
},
license_plate: function(frm) {
if(frm.doc.license_plate){
frm.events.set_vehicle_details(frm);
}
},
set_vehicle_details: function(frm) {
frappe.call({
method: "erpnext.hr.doctype.vehicle_log.vehicle_log.get_make_model",
args: {
license_plate: frm.doc.license_plate
},
callback: function(r) {
frappe.model.set_value(cur_frm.doctype, cur_frm.docname, "make", r.message[0]);
frappe.model.set_value(cur_frm.doctype, cur_frm.docname, "model", r.message[1]);
frappe.model.set_value(cur_frm.doctype, cur_frm.docname, "last_odometer", r.message[2]);
frappe.model.set_value(cur_frm.doctype, cur_frm.docname, "employee", r.message[3]);
}
});
},
expense_claim: function(frm){
frappe.call({
method: "erpnext.hr.doctype.vehicle_log.vehicle_log.make_expense_claim",

9
erpnext/hr/doctype/vehicle_log/vehicle_log.json
View File

@ -1,5 +1,4 @@
{
"actions": [],
"autoname": "naming_series:",
"creation": "2016-09-03 14:14:51.788550",
"doctype": "DocType",
@ -56,6 +55,8 @@
"reqd": 1
},
{
"fetch_from": "license_plate.employee",
"fetch_if_empty": 1,
"fieldname": "employee",
"fieldtype": "Link",
"in_list_view": 1,
@ -73,11 +74,13 @@
"fieldtype": "Column Break"
},
{
"fetch_from": "license_plate.model",
"fieldname": "model",
"fieldtype": "Read Only",
"label": "Model"
},
{
"fetch_from": "license_plate.make",
"fieldname": "make",
"fieldtype": "Read Only",
"label": "Make"
@ -152,6 +155,7 @@
"read_only": 1
},
{
"fetch_from": "license_plate.last_odometer",
"fieldname": "last_odometer",
"fieldtype": "Int",
"label": "last Odometer Value ",
@ -164,8 +168,7 @@
}
],
"is_submittable": 1,
"links": [],
"modified": "2020-01-28 12:43:34.419647",
"modified": "2020-03-18 16:45:45.060761",
"modified_by": "Administrator",
"module": "HR",
"name": "Vehicle Log",

54
erpnext/hr/doctype/vehicle_log/vehicle_log.py
View File

@ -12,18 +12,7 @@ from frappe.model.document import Document
class VehicleLog(Document):
def validate(self):
if flt(self.odometer) < flt(self.last_odometer):
frappe.throw(_("Current Odometer reading entered should be greater than initial Vehicle Odometer {0}").format(self.last_odometer))
for service_detail in self.service_detail:
if (service_detail.service_item or service_detail.type or service_detail.frequency or service_detail.expense_amount):
if not (service_detail.service_item and service_detail.type and service_detail.frequency and service_detail.expense_amount):
frappe.throw(_("Service Item,Type,frequency and expense amount are required"))
def before_insert(self):
model_details = get_make_model(self.license_plate)
self.make = model_details[0]
self.model = model_details[1]
self.last_odometer = model_details[2]
self.employee = model_details[3]
frappe.throw(_("Current Odometer Value should be greater than Last Odometer Value {0}").format(self.last_odometer))
def on_submit(self):
frappe.db.set_value("Vehicle", self.license_plate, "last_odometer", self.odometer)
@ -34,35 +23,26 @@ class VehicleLog(Document):
updated_odometer_value = int(frappe.db.get_value("Vehicle", self.license_plate, "last_odometer")) - distance_travelled
frappe.db.set_value("Vehicle", self.license_plate, "last_odometer", updated_odometer_value)
@frappe.whitelist()
def get_make_model(license_plate):
vehicle=frappe.get_doc("Vehicle",license_plate)
return (vehicle.make, vehicle.model, vehicle.last_odometer, vehicle.employee)
@frappe.whitelist()
def make_expense_claim(docname):
def check_exp_claim_exists():
exp_claim = frappe.db.sql("""select name from `tabExpense Claim` where vehicle_log=%s""",vehicle_log.name)
return exp_claim[0][0] if exp_claim else ""
def calc_service_exp():
total_exp_amt=0
exp_claim = check_exp_claim_exists()
if exp_claim:
frappe.throw(_("Expense Claim {0} already exists for the Vehicle Log").format(exp_claim))
for serdetail in vehicle_log.service_detail:
total_exp_amt = total_exp_amt + serdetail.expense_amount
return total_exp_amt
expense_claim = frappe.db.exists("Expense Claim", {"vehicle_log": docname})
if expense_claim:
frappe.throw(_("Expense Claim {0} already exists for the Vehicle Log").format(expense_claim))
vehicle_log = frappe.get_doc("Vehicle Log", docname)
service_expense = sum([flt(d.expense_amount) for d in vehicle_log.service_detail])
claim_amount = service_expense + flt(vehicle_log.price)
if not claim_amount:
frappe.throw(_("No additional expenses has been added"))
exp_claim = frappe.new_doc("Expense Claim")
exp_claim.employee=vehicle_log.employee
exp_claim.vehicle_log=vehicle_log.name
exp_claim.remark=_("Expense Claim for Vehicle Log {0}").format(vehicle_log.name)
fuel_price=vehicle_log.price
total_claim_amt=calc_service_exp() + fuel_price
exp_claim.append("expenses",{
"expense_date":vehicle_log.date,
"description":_("Vehicle Expenses"),
"amount":total_claim_amt
exp_claim.employee = vehicle_log.employee
exp_claim.vehicle_log = vehicle_log.name
exp_claim.remark = _("Expense Claim for Vehicle Log {0}").format(vehicle_log.name)
exp_claim.append("expenses", {
"expense_date": vehicle_log.date,
"description": _("Vehicle Expenses"),
"amount": claim_amount
})
return exp_claim.as_dict()

194
erpnext/hr/doctype/vehicle_service/vehicle_service.json
View File

@ -1,153 +1,57 @@
{
"allow_copy": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2016-09-03 19:20:14.561962",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Document",
"editable_grid": 1,
"creation": "2016-09-03 19:20:14.561962",
"doctype": "DocType",
"document_type": "Document",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"service_item",
"type",
"frequency",
"expense_amount"
],
"fields": [
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "service_item",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Service Item",
"length": 0,
"no_copy": 0,
"options": "\nBrake Oil\nBrake Pad\nClutch Plate\nEngine Oil\nOil Change\nWheels",
"permlevel": 0,
"precision": "",
"print_hide": 0,
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"remember_last_selected_value": 0,
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},
"fieldname": "service_item",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Service Item",
"options": "\nBrake Oil\nBrake Pad\nClutch Plate\nEngine Oil\nOil Change\nWheels",
"reqd": 1
},
{
"allow_on_submit": 0,
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"in_standard_filter": 0,
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"options": "\nInspection\nService\nChange",
"permlevel": 0,
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{
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"options": "\nMileage\nMonthly\nQuarterly\nHalf Yearly\nYearly",
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"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "frequency",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Frequency",
"options": "\nMileage\nMonthly\nQuarterly\nHalf Yearly\nYearly",
"reqd": 1
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "expense_amount",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Expense",
"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": "expense_amount",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Expense",
"reqd": 1
}
],
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2017-01-09 11:10:29.476907",
"modified_by": "Administrator",
"module": "HR",
"name": "Vehicle Service",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
],
"istable": 1,
"modified": "2020-03-18 16:49:46.645004",
"modified_by": "Administrator",
"module": "HR",
"name": "Vehicle Service",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

54
erpnext/loan_management/desk_page/loan_management/loan_management.json Normal file
View File

@ -0,0 +1,54 @@
{
"cards": [
{
"links": "[\n {\n \"description\": \"Loan Type for interest and penalty rates\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Applications from customers and employees.\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loans provided to customers and employees.\",\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]",
"title": "Loan"
},
{
"links": "[\n {\n \"label\": \"Process Loan Security Shortfall\",\n \"name\": \"Process Loan Security Shortfall\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Process Loan Interest Accrual\",\n \"name\": \"Process Loan Interest Accrual\",\n \"type\": \"doctype\"\n }\n]",
"title": "Loan Processes"
},
{
"links": "[\n {\n \"label\": \"Loan Disbursement\",\n \"name\": \"Loan Disbursement\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Repayment\",\n \"name\": \"Loan Repayment\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Interest Accrual\",\n \"name\": \"Loan Interest Accrual\",\n \"type\": \"doctype\"\n }\n]",
"title": "Disbursement and Repayment"
},
{
"links": "[\n {\n \"label\": \"Loan Security Type\",\n \"name\": \"Loan Security Type\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Price\",\n \"name\": \"Loan Security Price\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security\",\n \"name\": \"Loan Security\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Pledge\",\n \"name\": \"Loan Security Pledge\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Unpledge\",\n \"name\": \"Loan Security Unpledge\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan Security Shortfall\",\n \"name\": \"Loan Security Shortfall\",\n \"type\": \"doctype\"\n }\n]",
"title": "Loan Security"
},
{
"links": "[\n {\n \"dependencies\": [\n \"Loan Repayment\"\n ],\n \"doctype\": \"Loan Repayment\",\n \"incomplete_dependencies\": [\n \"Loan Repayment\"\n ],\n \"is_query_report\": true,\n \"label\": \"Loan Repayment and Closure\",\n \"name\": \"Loan Repayment and Closure\",\n \"route\": \"#query-report/Loan Repayment and Closure\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Loan Security Pledge\"\n ],\n \"doctype\": \"Loan Security Pledge\",\n \"incomplete_dependencies\": [\n \"Loan Security Pledge\"\n ],\n \"is_query_report\": true,\n \"label\": \"Loan Security Status\",\n \"name\": \"Loan Security Status\",\n \"route\": \"#query-report/Loan Security Status\",\n \"type\": \"report\"\n }\n]",
"title": "Reports"
}
],
"category": "Modules",
"charts": [],
"creation": "2020-03-12 16:35:55.299820",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"idx": 0,
"is_standard": 1,
"label": "Loan Management",
"modified": "2020-03-12 16:38:00.347959",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Management",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"is_query_report": 0,
"link_to": "Loan Application",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Loan",
"type": "DocType"
}
]
}

12
erpnext/loan_management/doctype/loan/test_loan.py
View File

@ -294,18 +294,21 @@ class TestLoan(unittest.TestCase):
make_loan_disbursement_entry(loan.name, loan.loan_amount)
frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = %s
where loan_security=%s""", (100, 'Test Security 2'))
frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 100
where loan_security='Test Security 2'""")
check_for_ltv_shortfall()
loan_security_shortfall = frappe.get_doc("Loan Security Shortfall", {"loan": loan.name})
self.assertTrue(loan_security_shortfall)
self.assertEquals(loan_security_shortfall.loan_amount, 1000000.00)
self.assertEquals(loan_security_shortfall.security_value, 400000.00)
self.assertEquals(loan_security_shortfall.shortfall_amount, 600000.00)
frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 250
where loan_security='Test Security 2'""")
def create_loan_accounts():
if not frappe.db.exists("Account", "Loans and Advances (Assets) - _TC"):
frappe.get_doc({
@ -399,7 +402,8 @@ def create_loan_security_type():
"doctype": "Loan Security Type",
"loan_security_type": "Stock",
"unit_of_measure": "Nos",
"haircut": 50.00
"haircut": 50.00,
"loan_to_value_ratio": 50
}).insert(ignore_permissions=True)
def create_loan_security():

7
erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
View File

@ -130,9 +130,10 @@ def make_accrual_interest_entry_for_term_loans(posting_date=None):
loan.loan_account, loan.principal_amount + loan.balance_loan_amount, loan.interest_amount,
payable_principal = loan.principal_amount , posting_date=posting_date)
frappe.db.sql("""UPDATE `tabRepayment Schedule`
SET is_accrued = 1 where name in (%s)""" #nosec
% ", ".join(['%s']*len(accrued_entries)), tuple(accrued_entries))
if accrued_entries:
frappe.db.sql("""UPDATE `tabRepayment Schedule`
SET is_accrued = 1 where name in (%s)""" #nosec
% ", ".join(['%s']*len(accrued_entries)), tuple(accrued_entries))
def make_loan_interest_accrual_entry(loan, applicant_type, applicant, interest_income_account, loan_account,
pending_principal_amount, interest_amount, payable_principal=None, process_loan_interest=None, posting_date=None):

52
erpnext/manufacturing/desk_page/manufacturing/manufacturing.json Normal file
View File

@ -0,0 +1,52 @@
{
"cards": [
{
"icon": "fa fa-star",
"links": "[\n {\n \"dependencies\": [\n \"Item\",\n \"BOM\"\n ],\n \"description\": \"Orders released for production.\",\n \"label\": \"Work Order\",\n \"name\": \"Work Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"BOM\"\n ],\n \"description\": \"Generate Material Requests (MRP) and Work Orders.\",\n \"label\": \"Production Plan\",\n \"name\": \"Production Plan\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"label\": \"Stock Entry\",\n \"name\": \"Stock Entry\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Activity Type\"\n ],\n \"description\": \"Time Sheet for manufacturing.\",\n \"label\": \"Timesheet\",\n \"name\": \"Timesheet\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Job Card\",\n \"name\": \"Job Card\",\n \"type\": \"doctype\"\n }\n]",
"title": "Production"
},
{
"links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bill of Materials (BOM)\",\n \"label\": \"Bill of Materials\",\n \"name\": \"BOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Where manufacturing operations are carried.\",\n \"label\": \"Workstation\",\n \"name\": \"Workstation\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Details of the operations carried out.\",\n \"label\": \"Operation\",\n \"name\": \"Operation\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Routing\",\n \"name\": \"Routing\",\n \"type\": \"doctype\"\n }\n]",
"title": "Bill of Materials"
},
{
"icon": "fa fa-list",
"links": "[\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Open Work Orders\",\n \"name\": \"Open Work Orders\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Work Orders in Progress\",\n \"name\": \"Work Orders in Progress\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Issued Items Against Work Order\",\n \"name\": \"Issued Items Against Work Order\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Completed Work Orders\",\n \"name\": \"Completed Work Orders\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Work Order\"\n ],\n \"doctype\": \"Work Order\",\n \"is_query_report\": true,\n \"label\": \"Production Analytics\",\n \"name\": \"Production Analytics\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Stock Report\",\n \"name\": \"BOM Stock Report\",\n \"type\": \"report\"\n }\n]",
"title": "Reports"
},
{
"icon": "fa fa-wrench",
"links": "[\n {\n \"description\": \"Replace BOM and update latest price in all BOMs\",\n \"label\": \"BOM Update Tool\",\n \"name\": \"BOM Update Tool\",\n \"type\": \"doctype\"\n },\n {\n \"data_doctype\": \"BOM\",\n \"description\": \"Compare BOMs for changes in Raw Materials and Operations\",\n \"label\": \"BOM Comparison Tool\",\n \"name\": \"bom-comparison-tool\",\n \"type\": \"page\"\n }\n]",
"title": "Tools"
},
{
"links": "[\n {\n \"description\": \"Global settings for all manufacturing processes.\",\n \"label\": \"Manufacturing Settings\",\n \"name\": \"Manufacturing Settings\",\n \"type\": \"doctype\"\n }\n]",
"title": "Settings"
},
{
"icon": "fa fa-facetime-video",
"links": "[\n {\n \"label\": \"Work Order\",\n \"name\": \"Work Order\",\n \"type\": \"help\",\n \"youtube_id\": \"ZotgLyp2YFY\"\n }\n]",
"title": "Help"
}
],
"category": "Domains",
"charts": [],
"creation": "2020-03-02 17:11:37.032604",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"idx": 0,
"is_standard": 1,
"label": "Manufacturing",
"modified": "2020-03-12 16:30:36.389877",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Manufacturing",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Manufacturing",
"shortcuts": []
}

12
erpnext/manufacturing/doctype/bom/bom.py
View File

@ -498,6 +498,14 @@ class BOM(WebsiteGenerator):
self.scrap_material_cost = total_sm_cost
self.base_scrap_material_cost = base_total_sm_cost
def update_new_bom(self, old_bom, new_bom, rate):
for d in self.get("items"):
if d.bom_no != old_bom: continue
d.bom_no = new_bom
d.rate = rate
d.amount = (d.stock_qty or d.qty) * rate
def update_exploded_items(self):
""" Update Flat BOM, following will be correct data"""
self.get_exploded_items()
@ -827,6 +835,10 @@ def add_operations_cost(stock_entry, work_order=None, expense_account=None):
def get_bom_diff(bom1, bom2):
from frappe.model import table_fields
if bom1 == bom2:
frappe.throw(_("BOM 1 {0} and BOM 2 {1} should not be same")
.format(frappe.bold(bom1), frappe.bold(bom2)))
doc1 = frappe.get_doc('BOM', bom1)
doc2 = frappe.get_doc('BOM', bom2)

27
erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
View File

@ -14,10 +14,13 @@ import click
class BOMUpdateTool(Document):
def replace_bom(self):
self.validate_bom()
self.update_new_bom()
unit_cost = get_new_bom_unit_cost(self.new_bom)
self.update_new_bom(unit_cost)
frappe.cache().delete_key('bom_children')
bom_list = self.get_parent_boms(self.new_bom)
updated_bom = []
with click.progressbar(bom_list) as bom_list:
pass
for bom in bom_list:
@ -26,7 +29,9 @@ class BOMUpdateTool(Document):
# this is only used for versioning and we do not want
# to make separate db calls by using load_doc_before_save
# which proves to be expensive while doing bulk replace
bom_obj._doc_before_save = bom_obj.as_dict()
bom_obj._doc_before_save = bom_obj
bom_obj.update_new_bom(self.current_bom, self.new_bom, unit_cost)
bom_obj.update_exploded_items()
bom_obj.calculate_cost()
bom_obj.update_parent_cost()
bom_obj.db_update()
@ -43,14 +48,10 @@ class BOMUpdateTool(Document):
!= frappe.db.get_value("BOM", self.new_bom, "item"):
frappe.throw(_("The selected BOMs are not for the same item"))
def update_new_bom(self):
new_bom_unitcost = frappe.db.sql("""SELECT `total_cost`/`quantity`
FROM `tabBOM` WHERE name = %s""", self.new_bom)
new_bom_unitcost = flt(new_bom_unitcost[0][0]) if new_bom_unitcost else 0
def update_new_bom(self, unit_cost):
frappe.db.sql("""update `tabBOM Item` set bom_no=%s,
rate=%s, amount=stock_qty*%s where bom_no = %s and docstatus < 2 and parenttype='BOM'""",
(self.new_bom, new_bom_unitcost, new_bom_unitcost, self.current_bom))
(self.new_bom, unit_cost, unit_cost, self.current_bom))
def get_parent_boms(self, bom, bom_list=[]):
data = frappe.db.sql("""SELECT DISTINCT parent FROM `tabBOM Item`
@ -65,12 +66,18 @@ class BOMUpdateTool(Document):
return list(set(bom_list))
def get_new_bom_unit_cost(bom):
new_bom_unitcost = frappe.db.sql("""SELECT `total_cost`/`quantity`
FROM `tabBOM` WHERE name = %s""", bom)
return flt(new_bom_unitcost[0][0]) if new_bom_unitcost else 0
@frappe.whitelist()
def enqueue_replace_bom(args):
if isinstance(args, string_types):
args = json.loads(args)
frappe.enqueue("erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.replace_bom", args=args, timeout=4000)
frappe.enqueue("erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.replace_bom", args=args, timeout=40000)
frappe.msgprint(_("Queued for replacing the BOM. It may take a few minutes."))
@frappe.whitelist()

34
erpnext/manufacturing/doctype/work_order/test_work_order.py
View File

@ -14,6 +14,7 @@ from erpnext.stock.utils import get_bin
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
from erpnext.stock.doctype.item.test_item import make_item
from erpnext.manufacturing.doctype.production_plan.test_production_plan import make_bom
from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
class TestWorkOrder(unittest.TestCase):
def setUp(self):
@ -82,6 +83,37 @@ class TestWorkOrder(unittest.TestCase):
wo_order.set_work_order_operations()
self.assertEqual(wo_order.planned_operating_cost, cost*2)
def test_resered_qty_for_partial_completion(self):
item = "_Test Item"
warehouse = create_warehouse("Test Warehouse for reserved_qty - _TC")
bin1_at_start = get_bin(item, warehouse)
# reset to correct value
bin1_at_start.update_reserved_qty_for_production()
wo_order = make_wo_order_test_record(item="_Test FG Item", qty=2,
source_warehouse=warehouse, skip_transfer=1)
bin1_on_submit = get_bin(item, warehouse)
# reserved qty for production is updated
self.assertEqual(cint(bin1_at_start.reserved_qty_for_production) + 2,
cint(bin1_on_submit.reserved_qty_for_production))
test_stock_entry.make_stock_entry(item_code="_Test Item",
target=warehouse, qty=100, basic_rate=100)
test_stock_entry.make_stock_entry(item_code="_Test Item Home Desktop 100",
target=warehouse, qty=100, basic_rate=100)
s = frappe.get_doc(make_stock_entry(wo_order.name, "Manufacture", 1))
s.submit()
bin1_at_completion = get_bin(item, warehouse)
self.assertEqual(cint(bin1_at_completion.reserved_qty_for_production),
cint(bin1_on_submit.reserved_qty_for_production) - 1)
def test_production_item(self):
wo_order = make_wo_order_test_record(item="_Test FG Item", qty=1, do_not_save=True)
frappe.db.set_value("Item", "_Test FG Item", "end_of_life", "2000-1-1")
@ -404,7 +436,7 @@ def make_wo_order_test_record(**args):
wo_order.company = args.company or "_Test Company"
wo_order.stock_uom = args.stock_uom or "_Test UOM"
wo_order.use_multi_level_bom=0
wo_order.skip_transfer=1
wo_order.skip_transfer=args.skip_transfer or 0
wo_order.get_items_and_operations_from_bom()
wo_order.sales_order = args.sales_order or None
wo_order.planned_start_date = args.planned_start_date or now()

8
erpnext/manufacturing/doctype/work_order/work_order.py
View File

@ -279,7 +279,7 @@ class WorkOrder(Document):
if enable_capacity_planning and job_card_doc:
row.planned_start_time = job_card_doc.time_logs[-1].from_time
row.planned_end_time = job_card_doc.time_logs[-1].to_time
print(row.planned_start_time, original_start_time, plan_days)
if date_diff(row.planned_start_time, original_start_time) > plan_days:
frappe.message_log.pop()
frappe.throw(_("Unable to find the time slot in the next {0} days for the operation {1}.")
@ -468,6 +468,9 @@ class WorkOrder(Document):
update bin reserved_qty_for_production
called from Stock Entry for production, after submit, cancel
'''
# calculate consumed qty based on submitted stock entries
self.update_consumed_qty_for_required_items()
if self.docstatus==1:
# calculate transferred qty based on submitted stock entries
self.update_transaferred_qty_for_required_items()
@ -475,9 +478,6 @@ class WorkOrder(Document):
# update in bin
self.update_reserved_qty_for_production()
# calculate consumed qty based on submitted stock entries
self.update_consumed_qty_for_required_items()
def update_reserved_qty_for_production(self, items=None):
'''update reserved_qty_for_production in bins'''
for d in self.required_items:

18
erpnext/manufacturing/page/bom_comparison_tool/bom_comparison_tool.js
View File

@ -22,7 +22,14 @@ erpnext.BOMComparisonTool = class BOMComparisonTool {
fieldname: 'name1',
fieldtype: 'Link',
options: 'BOM',
change: () => this.fetch_and_render()
change: () => this.fetch_and_render(),
get_query: () => {
return {
filters: {
"name": ["not in", [this.form.get_value("name2") || ""]]
}
}
}
},
{
fieldtype: 'Column Break'
@ -32,7 +39,14 @@ erpnext.BOMComparisonTool = class BOMComparisonTool {
fieldname: 'name2',
fieldtype: 'Link',
options: 'BOM',
change: () => this.fetch_and_render()
change: () => this.fetch_and_render(),
get_query: () => {
return {
filters: {
"name": ["not in", [this.form.get_value("name1") || ""]]
}
}
}
},
{
fieldtype: 'Section Break'

50
erpnext/non_profit/desk_page/non_profit/non_profit.json Normal file
View File

@ -0,0 +1,50 @@
{
"cards": [
{
"icon": "icon-list",
"links": "[\n {\n \"description\": \"Define various loan types\",\n \"label\": \"Loan Type\",\n \"name\": \"Loan Type\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Loan Application\",\n \"label\": \"Loan Application\",\n \"name\": \"Loan Application\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Loan\",\n \"name\": \"Loan\",\n \"type\": \"doctype\"\n }\n]",
"title": "Loan Management"
},
{
"links": "[\n {\n \"description\": \"Grant information.\",\n \"label\": \"Grant Application\",\n \"name\": \"Grant Application\",\n \"type\": \"doctype\"\n }\n]",
"title": "Grant Application"
},
{
"links": "[\n {\n \"description\": \"Member information.\",\n \"label\": \"Member\",\n \"name\": \"Member\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Memebership Details\",\n \"label\": \"Membership\",\n \"name\": \"Membership\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Memebership Type Details\",\n \"label\": \"Membership Type\",\n \"name\": \"Membership Type\",\n \"type\": \"doctype\"\n }\n]",
"title": "Membership"
},
{
"links": "[\n {\n \"description\": \"Volunteer information.\",\n \"label\": \"Volunteer\",\n \"name\": \"Volunteer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Volunteer Type information.\",\n \"label\": \"Volunteer Type\",\n \"name\": \"Volunteer Type\",\n \"type\": \"doctype\"\n }\n]",
"title": "Volunteer"
},
{
"icon": "fa fa-star",
"links": "[\n {\n \"description\": \"Chapter information.\",\n \"label\": \"Chapter\",\n \"name\": \"Chapter\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Chapter"
},
{
"links": "[\n {\n \"description\": \"Donor information.\",\n \"label\": \"Donor\",\n \"name\": \"Donor\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Donor Type information.\",\n \"label\": \"Donor Type\",\n \"name\": \"Donor Type\",\n \"type\": \"doctype\"\n }\n]",
"title": "Donor"
}
],
"category": "Domains",
"charts": [],
"creation": "2020-03-02 17:23:47.811421",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"idx": 0,
"is_standard": 1,
"label": "Non Profit",
"modified": "2020-03-12 16:30:36.683012",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Non Profit",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Non Profit",
"shortcuts": []
}

61
erpnext/projects/desk_page/projects/projects.json Normal file
View File

@ -0,0 +1,61 @@
{
"cards": [
{
"icon": "fa fa-star",
"links": "[\n {\n \"description\": \"Project master.\",\n \"label\": \"Project\",\n \"name\": \"Project\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Project activity / task.\",\n \"label\": \"Task\",\n \"name\": \"Task\",\n \"onboard\": 1,\n \"route\": \"#List/Task\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Make project from a template.\",\n \"label\": \"Project Template\",\n \"name\": \"Project Template\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define Project type.\",\n \"label\": \"Project Type\",\n \"name\": \"Project Type\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"description\": \"Project Update.\",\n \"label\": \"Project Update\",\n \"name\": \"Project Update\",\n \"type\": \"doctype\"\n }\n]",
"title": "Projects"
},
{
"links": "[\n {\n \"description\": \"Timesheet for tasks.\",\n \"label\": \"Timesheet\",\n \"name\": \"Timesheet\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Types of activities for Time Logs\",\n \"label\": \"Activity Type\",\n \"name\": \"Activity Type\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Activity Type\"\n ],\n \"description\": \"Cost of various activities\",\n \"label\": \"Activity Cost\",\n \"name\": \"Activity Cost\",\n \"type\": \"doctype\"\n }\n]",
"title": "Time Tracking"
},
{
"icon": "fa fa-list",
"links": "[\n {\n \"dependencies\": [\n \"Timesheet\"\n ],\n \"doctype\": \"Timesheet\",\n \"is_query_report\": true,\n \"label\": \"Daily Timesheet Summary\",\n \"name\": \"Daily Timesheet Summary\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"doctype\": \"Project\",\n \"is_query_report\": true,\n \"label\": \"Project wise Stock Tracking\",\n \"name\": \"Project wise Stock Tracking\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Project\"\n ],\n \"doctype\": \"Project\",\n \"is_query_report\": true,\n \"label\": \"Project Billing Summary\",\n \"name\": \"Project Billing Summary\",\n \"type\": \"report\"\n }\n]",
"title": "Reports"
}
],
"category": "Modules",
"charts": [],
"creation": "2020-03-02 15:46:04.874669",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Projects",
"modified": "2020-03-12 16:30:41.538685",
"modified_by": "Administrator",
"module": "Projects",
"name": "Projects",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"format": "{} Assigned",
"is_query_report": 0,
"link_to": "Task",
"stats_filter": "{\n \"_assign\": [\"like\", '%' + frappe.session.user + '%'],\n \"status\": \"Open\"\n}",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Project",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Timesheet",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Project Billing Summary",
"type": "Report"
}
]
}

7
erpnext/projects/doctype/task/task.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"autoname": "TASK-.YYYY.-.#####",
"creation": "2013-01-29 19:25:50",
@ -200,7 +201,6 @@
{
"fieldname": "description",
"fieldtype": "Text Editor",
"in_preview": 1,
"label": "Task Description",
"oldfieldname": "description",
"oldfieldtype": "Text Editor",
@ -361,11 +361,14 @@
],
"icon": "fa fa-check",
"idx": 1,
"is_tree": 1,
"links": [],
"max_attachments": 5,
"modified": "2019-09-10 13:46:24.631754",
"modified": "2020-03-18 18:08:44.153211",
"modified_by": "Administrator",
"module": "Projects",
"name": "Task",
"nsm_parent_field": "parent_task",
"owner": "Administrator",
"permissions": [
{

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

@ -439,12 +439,13 @@ erpnext.utils.update_child_items = function(opts) {
const dialog = new frappe.ui.Dialog({
title: __("Update Items"),
fields: [
{fieldtype:'Section Break', label: __('Items')},
{
fieldname: "trans_items",
fieldtype: "Table",
label: "Items",
cannot_add_rows: cannot_add_row,
in_place_edit: true,
reqd: 1,
data: this.data,
get_data: () => {
return this.data;

67
erpnext/public/js/utils/dimension_tree_filter.js
View File

@ -1,23 +1,25 @@
frappe.provide('frappe.ui.form');
erpnext.doctypes_with_dimensions = ["GL Entry", "Sales Invoice", "Purchase Invoice", "Payment Entry", "Asset",
let default_dimensions = {};
let doctypes_with_dimensions = ["GL Entry", "Sales Invoice", "Purchase Invoice", "Payment Entry", "Asset",
"Expense Claim", "Stock Entry", "Budget", "Payroll Entry", "Delivery Note", "Shipping Rule", "Loyalty Program",
"Fee Schedule", "Fee Structure", "Stock Reconciliation", "Travel Request", "Fees", "POS Profile", "Opening Invoice Creation Tool",
"Subscription", "Purchase Order", "Journal Entry", "Material Request", "Purchase Receipt", "Landed Cost Item", "Asset"];
erpnext.child_docs = ["Sales Invoice Item", "Purchase Invoice Item", "Purchase Order Item", "Journal Entry Account",
let child_docs = ["Sales Invoice Item", "Purchase Invoice Item", "Purchase Order Item", "Journal Entry Account",
"Material Request Item", "Delivery Note Item", "Purchase Receipt Item", "Stock Entry Detail", "Payment Entry Deduction",
"Landed Cost Item", "Asset Value Adjustment", "Opening Invoice Creation Tool Item", "Subscription Plan"];
frappe.call({
method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimension_filters",
callback: function(r){
callback: function(r) {
erpnext.dimension_filters = r.message[0];
erpnext.default_dimensions = r.message[1];
default_dimensions = r.message[1];
}
});
erpnext.doctypes_with_dimensions.forEach((doctype) => {
doctypes_with_dimensions.forEach((doctype) => {
frappe.ui.form.on(doctype, {
onload: function(frm) {
erpnext.dimension_filters.forEach((dimension) => {
@ -27,39 +29,40 @@ erpnext.doctypes_with_dimensions.forEach((doctype) => {
"is_group": 0
});
}
if (Object.keys(erpnext.default_dimensions).length > 0) {
if (frappe.meta.has_field(doctype, dimension['fieldname'])) {
if (frm.is_new() && frappe.meta.has_field(doctype, 'company') && frm.doc.company) {
frm.set_value(dimension['fieldname'], erpnext.default_dimensions[frm.doc.company][dimension['document_type']]);
}
}
if (frm.doc.items && frm.doc.items.length) {
frm.doc.items[0][dimension['fieldname']] = erpnext.default_dimensions[frm.doc.company][dimension['document_type']];
}
if (frm.doc.accounts && frm.doc.accounts.length) {
frm.doc.accounts[0][dimension['fieldname']] = erpnext.default_dimensions[frm.doc.company][dimension['document_type']];
}
}
});
});
},
company: function(frm) {
if(frm.doc.company && (Object.keys(erpnext.default_dimensions).length > 0)) {
erpnext.dimension_filters.forEach((dimension) => {
if (frappe.meta.has_field(doctype, dimension['fieldname'])) {
frm.set_value(dimension['fieldname'], erpnext.default_dimensions[frm.doc.company][dimension['document_type']]);
}
});
if(frm.doc.company && (Object.keys(default_dimensions || {}).length > 0)
&& default_dimensions[frm.doc.company]) {
frm.trigger('update_dimension');
}
},
update_dimension: function(frm) {
erpnext.dimension_filters.forEach((dimension) => {
if (frm.is_new()) {
if (frm.doc.company && Object.keys(default_dimensions || {}).length > 0
&& default_dimensions[frm.doc.company]) {
if (frappe.meta.has_field(doctype, dimension['fieldname'])) {
frm.set_value(dimension['fieldname'],
default_dimensions[frm.doc.company][dimension['document_type']]);
}
$.each(frm.doc.items || frm.doc.accounts || [], function(i, row) {
frappe.model.set_value(row.doctype, row.name, dimension['fieldname'],
default_dimensions[frm.doc.company][dimension['document_type']])
});
}
}
});
}
});
});
erpnext.child_docs.forEach((doctype) => {
child_docs.forEach((doctype) => {
frappe.ui.form.on(doctype, {
items_add: function(frm, cdt, cdn) {
erpnext.dimension_filters.forEach((dimension) => {
@ -75,14 +78,6 @@ erpnext.child_docs.forEach((doctype) => {
});
},
company: function(frm) {
if(frm.doc.company) {
erpnext.dimension_filters.forEach((dimension) => {
frm.set_value(dimension['fieldname'], erpnext.default_dimensions[frm.doc.company][dimension['document_type']]);
});
}
},
items_add: function(frm, cdt, cdn) {
erpnext.dimension_filters.forEach((dimension) => {
var row = frappe.get_doc(cdt, cdn);

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

@ -313,11 +313,15 @@ erpnext.SerialNoBatchSelector = Class.extend({
frappe.throw(__(`Batch ${val} already selected.`));
return;
}
let batch_number = me.item.batch_no ||
this.grid_row.on_grid_fields_dict.batch_no.get_value();
if (me.warehouse_details.name) {
frappe.call({
method: 'erpnext.stock.doctype.batch.batch.get_batch_qty',
args: {
batch_no: me.item.batch_no,
batch_no: batch_number,
warehouse: me.warehouse_details.name,
item_code: me.item_code
},

56
erpnext/quality_management/desk_page/quality/quality.json Normal file
View File

@ -0,0 +1,56 @@
{
"cards": [
{
"links": "[\n {\n \"description\": \"Quality Goal.\",\n \"label\": \"Quality Goal\",\n \"name\": \"Quality Goal\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Procedure.\",\n \"label\": \"Quality Procedure\",\n \"name\": \"Quality Procedure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Quality Procedures.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Tree of Procedures\",\n \"name\": \"Quality Procedure\",\n \"route\": \"#Tree/Quality Procedure\",\n \"type\": \"doctype\"\n }\n]",
"title": "Goal and Procedure"
},
{
"links": "[\n {\n \"description\": \"Quality Feedback\",\n \"label\": \"Quality Feedback\",\n \"name\": \"Quality Feedback\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Feedback Template\",\n \"label\": \"Quality Feedback Template\",\n \"name\": \"Quality Feedback Template\",\n \"type\": \"doctype\"\n }\n]",
"title": "Feedback"
},
{
"links": "[\n {\n \"description\": \"Quality Meeting\",\n \"label\": \"Quality Meeting\",\n \"name\": \"Quality Meeting\",\n \"type\": \"doctype\"\n }\n]",
"title": "Meeting"
},
{
"links": "[\n {\n \"description\": \"Quality Review\",\n \"label\": \"Quality Review\",\n \"name\": \"Quality Review\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Quality Action\",\n \"label\": \"Quality Action\",\n \"name\": \"Quality Action\",\n \"type\": \"doctype\"\n }\n]",
"title": "Review and Action"
}
],
"category": "Modules",
"charts": [],
"creation": "2020-03-02 15:49:28.632014",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Quality",
"modified": "2020-03-12 16:30:39.093081",
"modified_by": "Administrator",
"module": "Quality Management",
"name": "Quality",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"is_query_report": 0,
"link_to": "Quality Goal",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Quality Procedure",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Quality Inspection",
"type": "DocType"
}
]
}

6
erpnext/quality_management/doctype/quality_procedure/quality_procedure.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "format:PRC-{quality_procedure_name}",
"creation": "2018-10-06 00:06:29.756804",
"doctype": "DocType",
@ -69,10 +70,13 @@
"reqd": 1
}
],
"modified": "2019-08-05 13:09:29.945082",
"is_tree": 1,
"links": [],
"modified": "2020-03-18 18:09:29.371627",
"modified_by": "Administrator",
"module": "Quality Management",
"name": "Quality Procedure",
"nsm_parent_field": "parent_quality_procedure",
"owner": "Administrator",
"permissions": [
{

2
erpnext/regional/india/utils.py
View File

@ -478,7 +478,7 @@ def get_gstins_for_company(company):
`tabDynamic Link`.parent = `tabAddress`.name and
`tabDynamic Link`.parenttype = 'Address' and
`tabDynamic Link`.link_doctype = 'Company' and
`tabDynamic Link`.link_name = '{0}'""".format(company))
`tabDynamic Link`.link_name = %(company)s""", {"company": company})
return company_gstins
def get_address_details(data, doc, company_address, billing_address):

6
erpnext/regional/report/gst_itemised_purchase_register/gst_itemised_purchase_register.py
View File

@ -13,9 +13,9 @@ def execute(filters=None):
dict(fieldtype='Data', label='GST Category', fieldname="gst_category", width=120),
dict(fieldtype='Data', label='Export Type', fieldname="export_type", width=120),
dict(fieldtype='Data', label='E-Commerce GSTIN', fieldname="ecommerce_gstin", width=130),
dict(fieldtype='Data', label='HSN Code', fieldname="hsn_code", width=120),
dict(fieldtype='Data', label='Supplier Invoice No', fieldname="supplier_invoice_no", width=120),
dict(fieldtype='Date', label='Supplier Invoice Date', fieldname="supplier_invoice_date", width=100)
dict(fieldtype='Data', label='HSN Code', fieldname="gst_hsn_code", width=120),
dict(fieldtype='Data', label='Supplier Invoice No', fieldname="bill_no", width=120),
dict(fieldtype='Date', label='Supplier Invoice Date', fieldname="bill_date", width=100)
], additional_query_columns=[
'supplier_gstin',
'company_gstin',

2
erpnext/regional/report/gst_itemised_sales_register/gst_itemised_sales_register.py
View File

@ -15,7 +15,7 @@ def execute(filters=None):
dict(fieldtype='Data', label='GST Category', fieldname="gst_category", width=120),
dict(fieldtype='Data', label='Export Type', fieldname="export_type", width=120),
dict(fieldtype='Data', label='E-Commerce GSTIN', fieldname="ecommerce_gstin", width=130),
dict(fieldtype='Data', label='HSN Code', fieldname="hsn_code", width=120)
dict(fieldtype='Data', label='HSN Code', fieldname="gst_hsn_code", width=120)
], additional_query_columns=[
'customer_gstin',
'billing_address_gstin',

25
erpnext/regional/report/gstr_1/gstr_1.py
View File

@ -54,8 +54,8 @@ class Gstr1Report(object):
return self.columns, self.data
def get_data(self):
if self.filters.get("type_of_business") == "B2C Small":
self.get_b2cs_data()
if self.filters.get("type_of_business") in ("B2C Small", "B2C Large"):
self.get_b2c_data()
else:
for inv, items_based_on_rate in self.items_based_on_tax_rate.items():
invoice_details = self.invoices.get(inv)
@ -69,7 +69,7 @@ class Gstr1Report(object):
if taxable_value:
self.data.append(row)
def get_b2cs_data(self):
def get_b2c_data(self):
b2cs_output = {}
for inv, items_based_on_rate in self.items_based_on_tax_rate.items():
@ -84,7 +84,10 @@ class Gstr1Report(object):
"rate": "",
"taxable_value": 0,
"cess_amount": 0,
"type": ""
"type": "",
"invoice_number": invoice_details.get("invoice_number"),
"posting_date": invoice_details.get("posting_date"),
"invoice_value": invoice_details.get("base_grand_total"),
})
row = b2cs_output.get((rate, place_of_supply, ecommerce_gstin))
@ -164,7 +167,7 @@ class Gstr1Report(object):
frappe.throw(_("Please set B2C Limit in GST Settings."))
if self.filters.get("type_of_business") == "B2C Large":
conditions += """ and SUBSTR(place_of_supply, 1, 2) != SUBSTR(company_gstin, 1, 2)
conditions += """ and ifnull(SUBSTR(place_of_supply, 1, 2),'') != ifnull(SUBSTR(company_gstin, 1, 2),'')
and grand_total > {0} and is_return != 1 and gst_category ='Unregistered' """.format(flt(b2c_limit))
elif self.filters.get("type_of_business") == "B2C Small":
@ -581,6 +584,11 @@ def get_b2b_json(res, gstin):
if not gst_in: continue
for number, invoice in iteritems(res[gst_in]):
if not invoice[0]["place_of_supply"]:
frappe.throw(_("""{0} not entered in Invoice {1}.
Please update and try again""").format(frappe.bold("Place Of Supply"),
frappe.bold(invoice[0]['invoice_number'])))
inv_item = get_basic_invoice_detail(invoice[0])
inv_item["pos"] = "%02d" % int(invoice[0]["place_of_supply"].split('-')[0])
inv_item["rchrg"] = invoice[0]["reverse_charge"]
@ -606,6 +614,9 @@ def get_b2cs_json(data, gstin):
out = []
for d in data:
if not d.get("place_of_supply"):
frappe.throw(_("""{0} not entered in some invoices.
Please update and try again""").format(frappe.bold("Place Of Supply")))
pos = d.get('place_of_supply').split('-')[0]
tax_details = {}
@ -642,6 +653,10 @@ def get_b2cs_json(data, gstin):
def get_b2cl_json(res, gstin):
out = []
for pos in res:
if not pos:
frappe.throw(_("""{0} not entered in some invoices.
Please update and try again""").format(frappe.bold("Place Of Supply")))
b2cl_item, inv = {"pos": "%02d" % int(pos.split('-')[0]), "inv": []}, []
for row in res[pos]:

4
erpnext/regional/turkey/setup.py Normal file
View File

@ -0,0 +1,4 @@
from __future__ import unicode_literals
def setup(company=None, patch=True):
pass

28
erpnext/selling/desk_page/retail/retail.json Normal file
View File

@ -0,0 +1,28 @@
{
"cards": [
{
"links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point-of-Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"POS\",\n \"name\": \"pos\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]",
"title": "Retail Operations"
}
],
"category": "Domains",
"charts": [],
"creation": "2020-03-02 17:18:32.505616",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"idx": 0,
"is_standard": 1,
"label": "Retail",
"modified": "2020-03-12 16:30:36.154297",
"modified_by": "Administrator",
"module": "Selling",
"name": "Retail",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Retail",
"shortcuts": []
}

85
erpnext/selling/desk_page/selling/selling.json Normal file
View File

@ -0,0 +1,85 @@
{
"cards": [
{
"links": "[\n {\n \"description\": \"All Products or Services.\",\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Price List\"\n ],\n \"description\": \"Multiple Item prices.\",\n \"label\": \"Item Price\",\n \"name\": \"Item Price\",\n \"onboard\": 1,\n \"route\": \"#Report/Item Price\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Price List master.\",\n \"label\": \"Price List\",\n \"name\": \"Price List\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of Item Groups.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Item Group\",\n \"link\": \"Tree/Item Group\",\n \"name\": \"Item Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Bundle items at time of sale.\",\n \"label\": \"Product Bundle\",\n \"name\": \"Product Bundle\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for applying different promotional schemes.\",\n \"label\": \"Promotional Scheme\",\n \"name\": \"Promotional Scheme\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Rules for applying pricing and discount.\",\n \"label\": \"Pricing Rule\",\n \"name\": \"Pricing Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Rules for adding shipping costs.\",\n \"label\": \"Shipping Rule\",\n \"name\": \"Shipping Rule\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Define coupon codes.\",\n \"label\": \"Coupon Code\",\n \"name\": \"Coupon Code\",\n \"type\": \"doctype\"\n }\n]",
"title": "Items and Pricing"
},
{
"icon": "fa fa-cog",
"links": "[\n {\n \"description\": \"Default settings for selling transactions.\",\n \"label\": \"Selling Settings\",\n \"name\": \"Selling Settings\",\n \"settings\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Template of terms or contract.\",\n \"label\": \"Terms and Conditions Template\",\n \"name\": \"Terms and Conditions\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tax template for selling transactions.\",\n \"label\": \"Sales Taxes and Charges Template\",\n \"name\": \"Sales Taxes and Charges Template\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Track Leads by Lead Source.\",\n \"label\": \"Lead Source\",\n \"name\": \"Lead Source\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Contacts.\",\n \"label\": \"Contact\",\n \"name\": \"Contact\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"All Addresses.\",\n \"label\": \"Address\",\n \"name\": \"Address\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Sales campaigns.\",\n \"label\": \"Campaign\",\n \"name\": \"Campaign\",\n \"type\": \"doctype\"\n }\n]",
"title": "Settings"
},
{
"icon": "fa fa-list",
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Address\"\n ],\n \"doctype\": \"Address\",\n \"is_query_report\": true,\n \"label\": \"Customer Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"route_options\": {\n \"party_type\": \"Customer\"\n },\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"BOM\"\n ],\n \"doctype\": \"BOM\",\n \"is_query_report\": true,\n \"label\": \"BOM Search\",\n \"name\": \"BOM Search\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Available Stock for Packing Items\",\n \"name\": \"Available Stock for Packing Items\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Pending SO Items For Purchase Request\",\n \"name\": \"Pending SO Items For Purchase Request\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customer Credit Balance\",\n \"name\": \"Customer Credit Balance\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Customers Without Any Sales Transactions\",\n \"name\": \"Customers Without Any Sales Transactions\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"is_query_report\": true,\n \"label\": \"Sales Partners Commission\",\n \"name\": \"Sales Partners Commission\",\n \"type\": \"report\"\n }\n]",
"title": "Other Reports"
},
{
"icon": "fa fa-star",
"links": "[\n {\n \"description\": \"Customer Database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Quotes to Leads or Customers.\",\n \"label\": \"Quotation\",\n \"name\": \"Quotation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Confirmed orders from Customers.\",\n \"label\": \"Sales Order\",\n \"name\": \"Sales Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Invoices for Costumers.\",\n \"label\": \"Sales Invoice\",\n \"name\": \"Sales Invoice\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Blanket Orders from Costumers.\",\n \"label\": \"Blanket Order\",\n \"name\": \"Blanket Order\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"description\": \"Manage Sales Partners.\",\n \"label\": \"Sales Partner\",\n \"name\": \"Sales Partner\",\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Item\",\n \"Customer\"\n ],\n \"description\": \"Manage Sales Person Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Sales Person\",\n \"link\": \"Tree/Sales Person\",\n \"name\": \"Sales Person\",\n \"type\": \"doctype\"\n }\n]",
"title": "Sales"
},
{
"icon": "fa fa-table",
"links": "[\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Analytics\",\n \"name\": \"Sales Analytics\",\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 \"Customer\"\n ],\n \"doctype\": \"Customer\",\n \"icon\": \"fa fa-bar-chart\",\n \"is_query_report\": true,\n \"label\": \"Customer Acquisition and Loyalty\",\n \"name\": \"Customer Acquisition and Loyalty\",\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 \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Ordered Items To Be Delivered\",\n \"name\": \"Ordered Items To Be Delivered\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Person-wise Transaction Summary\",\n \"name\": \"Sales Person-wise Transaction Summary\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Item\"\n ],\n \"doctype\": \"Item\",\n \"is_query_report\": true,\n \"label\": \"Item-wise Sales History\",\n \"name\": \"Item-wise Sales History\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Quotation\"\n ],\n \"doctype\": \"Quotation\",\n \"is_query_report\": true,\n \"label\": \"Quotation Trends\",\n \"name\": \"Quotation Trends\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Sales Order Trends\",\n \"name\": \"Sales Order Trends\",\n \"type\": \"report\"\n }\n]",
"title": "Key Reports"
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Income",
"label": "Income",
"size": "Full"
}
],
"creation": "2020-01-28 11:49:12.092882",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Selling",
"modified": "2020-03-12 16:30:38.207013",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"is_query_report": 0,
"link_to": "Sales Invoice",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Sales Order",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Quotation",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Delivery Note",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Accounts Receivable",
"type": "Report"
},
{
"is_query_report": 0,
"link_to": "Sales Register",
"type": "Report"
}
]
}

3
erpnext/selling/doctype/customer/customer.py
View File

@ -76,7 +76,8 @@ class Customer(TransactionBase):
def validate_default_bank_account(self):
if self.default_bank_account:
is_company_account = frappe.db.get_value('Bank Account', self.default_bank_account, 'is_company_account')
frappe.throw(_("{0} is not a company bank account").format(frappe.bold(self.default_bank_account)))
if not is_company_account:
frappe.throw(_("{0} is not a company bank account").format(frappe.bold(self.default_bank_account)))
def on_update(self):
self.validate_name_with_customer_group()

247
erpnext/selling/doctype/product_bundle_item/product_bundle_item.json
View File

@ -1,189 +1,76 @@
{
"allow_copy": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2013-05-23 16:55:51",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"creation": "2013-05-23 16:55:51",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"item_code",
"qty",
"description",
"rate",
"uom"
],
"fields": [
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "item_code",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 1,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Item",
"length": 0,
"no_copy": 0,
"oldfieldname": "item_code",
"oldfieldtype": "Link",
"options": "Item",
"permlevel": 0,
"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": "item_code",
"fieldtype": "Link",
"in_global_search": 1,
"in_list_view": 1,
"label": "Item",
"oldfieldname": "item_code",
"oldfieldtype": "Link",
"options": "Item",
"reqd": 1
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "qty",
"fieldtype": "Float",
"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": "Qty",
"length": 0,
"no_copy": 0,
"oldfieldname": "qty",
"oldfieldtype": "Currency",
"permlevel": 0,
"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": "qty",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Qty",
"oldfieldname": "qty",
"oldfieldtype": "Currency",
"reqd": 1
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "description",
"fieldtype": "Text Editor",
"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": "Description",
"length": 0,
"no_copy": 0,
"oldfieldname": "description",
"oldfieldtype": "Text",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "300px",
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "description",
"fieldtype": "Text Editor",
"in_list_view": 1,
"label": "Description",
"oldfieldname": "description",
"oldfieldtype": "Text",
"print_width": "300px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "rate",
"fieldtype": "Float",
"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": "Rate",
"length": 0,
"no_copy": 0,
"oldfieldname": "rate",
"oldfieldtype": "Currency",
"permlevel": 0,
"print_hide": 1,
"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": "rate",
"fieldtype": "Float",
"hidden": 1,
"label": "Rate",
"oldfieldname": "rate",
"oldfieldtype": "Currency",
"print_hide": 1
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "uom",
"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": "UOM",
"length": 0,
"no_copy": 0,
"oldfieldname": "uom",
"oldfieldtype": "Link",
"options": "UOM",
"permlevel": 0,
"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,
"unique": 0
"fieldname": "uom",
"fieldtype": "Link",
"in_list_view": 1,
"label": "UOM",
"oldfieldname": "uom",
"oldfieldtype": "Link",
"options": "UOM",
"read_only": 1
}
],
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 1,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2017-02-20 13:24:05.633546",
"modified_by": "Administrator",
"module": "Selling",
"name": "Product Bundle Item",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"track_changes": 1,
"track_seen": 0
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-02-28 14:06:05.725655",
"modified_by": "Administrator",
"module": "Selling",
"name": "Product Bundle Item",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

8
erpnext/selling/doctype/quotation/quotation.py
View File

@ -68,13 +68,19 @@ class Quotation(SellingController):
def declare_enquiry_lost(self, lost_reasons_list, detailed_reason=None):
if not self.has_sales_order():
get_lost_reasons = frappe.get_list('Opportunity Lost Reason',
fields = ["name"])
lost_reasons_lst = [reason.get('name') for reason in get_lost_reasons]
frappe.db.set(self, 'status', 'Lost')
if detailed_reason:
frappe.db.set(self, 'order_lost_reason', detailed_reason)
for reason in lost_reasons_list:
self.append('lost_reasons', reason)
if reason.get('lost_reason') in lost_reasons_lst:
self.append('lost_reasons', reason)
else:
frappe.throw(_("Invalid lost reason {0}, please create a new lost reason").format(frappe.bold(reason.get('lost_reason'))))
self.update_opportunity()
self.update_lead()

8
erpnext/selling/doctype/quotation_item/quotation_item.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"creation": "2013-03-07 11:42:57",
"doctype": "DocType",
"document_type": "Document",
@ -163,6 +164,7 @@
"oldfieldname": "stock_uom",
"oldfieldtype": "Data",
"options": "UOM",
"print_hide": 1,
"print_width": "100px",
"read_only": 1,
"width": "100px"
@ -176,7 +178,6 @@
"fieldtype": "Link",
"label": "UOM",
"options": "UOM",
"print_hide": 1,
"reqd": 1
},
{
@ -382,6 +383,7 @@
"read_only": 1
},
{
"default": "0",
"fieldname": "is_free_item",
"fieldtype": "Check",
"label": "Is Free Item",
@ -517,6 +519,7 @@
},
{
"allow_on_submit": 1,
"default": "0",
"fieldname": "page_break",
"fieldtype": "Check",
"label": "Page Break",
@ -574,7 +577,8 @@
],
"idx": 1,
"istable": 1,
"modified": "2019-05-01 17:39:14.228141",
"links": [],
"modified": "2020-03-05 14:18:58.783751",
"modified_by": "Administrator",
"module": "Selling",
"name": "Quotation Item",

1
erpnext/selling/doctype/sales_order/sales_order.py
View File

@ -641,7 +641,6 @@ def make_sales_invoice(source_name, target_doc=None, ignore_permissions=False):
target.set_advances()
def set_missing_values(source, target):
target.is_pos = 0
target.ignore_pricing_rule = 1
target.flags.ignore_permissions = True
target.run_method("set_missing_values")

3
erpnext/selling/doctype/sales_order_item/sales_order_item.json
View File

@ -212,7 +212,6 @@
"fieldtype": "Link",
"label": "UOM",
"options": "UOM",
"print_hide": 1,
"reqd": 1
},
{
@ -770,7 +769,7 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-01-13 12:29:03.103797",
"modified": "2020-03-05 14:20:28.085117",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Item",

112
erpnext/setup/desk_page/erpnext_settings/erpnext_settings.json Normal file
View File

@ -0,0 +1,112 @@
{
"cards": [],
"category": "Modules",
"charts": [],
"creation": "2020-03-12 14:47:51.166455",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends": "Settings",
"extends_another_page": 1,
"idx": 0,
"is_standard": 1,
"label": "ERPNext Settings",
"modified": "2020-03-12 18:03:17.126782",
"modified_by": "Administrator",
"module": "Setup",
"name": "ERPNext Settings",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": [
{
"icon": "octicon octicon-rocket",
"is_query_report": 0,
"link_to": "Projects Settings",
"type": "DocType"
},
{
"icon": "octicon octicon-repo",
"is_query_report": 0,
"link_to": "Accounts Settings",
"type": "DocType"
},
{
"icon": "octicon octicon-package",
"is_query_report": 0,
"link_to": "Stock Settings",
"type": "DocType"
},
{
"icon": "octicon octicon-organization",
"is_query_report": 0,
"link_to": "HR Settings",
"type": "DocType"
},
{
"icon": "octicon octicon-tag",
"is_query_report": 0,
"link_to": "Selling Settings",
"type": "DocType"
},
{
"icon": "octicon octicon-briefcase",
"is_query_report": 0,
"link_to": "Buying Settings",
"type": "DocType"
},
{
"icon": "fa fa-life-ring",
"is_query_report": 0,
"link_to": "Support Settings",
"type": "DocType"
},
{
"icon": "fa fa-shopping-cart",
"is_query_report": 0,
"link_to": "Shopping Cart Settings",
"type": "DocType"
},
{
"icon": "fa fa-globe",
"is_query_report": 0,
"link_to": "Portal Settings",
"type": "DocType"
},
{
"icon": "octicon octicon-tools",
"is_query_report": 0,
"link_to": "Manufacturing Settings",
"restrict_to_domain": "Manufacturing",
"type": "DocType"
},
{
"icon": "octicon octicon-mortar-board",
"is_query_report": 0,
"link_to": "Education Settings",
"restrict_to_domain": "Education",
"type": "DocType"
},
{
"icon": "fa fa-bed",
"is_query_report": 0,
"link_to": "Hotel Settings",
"restrict_to_domain": "Hospitality",
"type": "DocType"
},
{
"icon": "fa fa-heartbeat",
"is_query_report": 0,
"link_to": "Healthcare Settings",
"restrict_to_domain": "Healthcare",
"type": "DocType"
},
{
"icon": "fa fa-cog",
"is_query_report": 0,
"link_to": "Domain Settings",
"type": "DocType"
}
]
}

87
erpnext/setup/desk_page/getting_started/getting_started.json Normal file
View File

@ -0,0 +1,87 @@
{
"cards": [
{
"links": "[\n {\n \"label\": \"Patient\",\n \"name\": \"Patient\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Diagnosis\",\n \"name\": \"Diagnosis\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Healthcare"
},
{
"links": "[\n {\n \"label\": \"Crop\",\n \"name\": \"Crop\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Crop Cycle\",\n \"name\": \"Crop Cycle\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Location\",\n \"name\": \"Location\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Fertilizer\",\n \"name\": \"Fertilizer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Agriculture"
},
{
"links": "[\n {\n \"label\": \"Warehouse\",\n \"name\": \"Warehouse\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Brand\",\n \"name\": \"Brand\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Unit of Measure (UOM)\",\n \"name\": \"UOM\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Stock Reconciliation\",\n \"name\": \"Stock Reconciliation\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Stock"
},
{
"links": "[\n {\n \"label\": \"Employee\",\n \"name\": \"Employee\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"Employee\"\n ],\n \"hide_count\": true,\n \"label\": \"Employee Attendance Tool\",\n \"name\": \"Employee Attendance Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Salary Structure\",\n \"name\": \"Salary Structure\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Human Resources"
},
{
"links": "[\n {\n \"description\": \"Database of potential customers.\",\n \"label\": \"Lead\",\n \"name\": \"Lead\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Customer Group Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Customer Group\",\n \"link\": \"Tree/Customer Group\",\n \"name\": \"Customer Group\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Manage Territory Tree.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Territory\",\n \"link\": \"Tree/Territory\",\n \"name\": \"Territory\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "CRM"
},
{
"links": "[\n {\n \"label\": \"Item\",\n \"name\": \"Item\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Customer database.\",\n \"label\": \"Customer\",\n \"name\": \"Customer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Supplier database.\",\n \"label\": \"Supplier\",\n \"name\": \"Supplier\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Company (not Customer or Supplier) master.\",\n \"label\": \"Company\",\n \"name\": \"Company\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Tree of financial accounts.\",\n \"icon\": \"fa fa-sitemap\",\n \"label\": \"Chart of Accounts\",\n \"name\": \"Account\",\n \"onboard\": 1,\n \"route\": \"#Tree/Account\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Create Opening Sales and Purchase Invoices\",\n \"label\": \"Opening Invoice Creation Tool\",\n \"name\": \"Opening Invoice Creation Tool\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Accounting"
},
{
"links": "[\n {\n \"label\": \"Student\",\n \"name\": \"Student\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Course\",\n \"name\": \"Course\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Instructor\",\n \"name\": \"Instructor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Room\",\n \"name\": \"Room\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Education"
},
{
"links": "[\n {\n \"description\": \"Import Data from CSV / Excel files.\",\n \"icon\": \"octicon octicon-cloud-upload\",\n \"label\": \"Import Data\",\n \"name\": \"Data Import\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Import Chart Of Accounts from CSV / Excel files\",\n \"labe\": \"Chart Of Accounts Importer\",\n \"label\": \"Chart of Accounts Importer\",\n \"name\": \"Chart of Accounts Importer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Letter Heads for print templates.\",\n \"label\": \"Letter Head\",\n \"name\": \"Letter Head\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Add / Manage Email Accounts.\",\n \"label\": \"Email Account\",\n \"name\": \"Email Account\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Data Import and Settings"
},
{
"links": "[\n {\n \"description\": \"Member information.\",\n \"label\": \"Member\",\n \"name\": \"Member\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Volunteer information.\",\n \"label\": \"Volunteer\",\n \"name\": \"Volunteer\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Chapter information.\",\n \"label\": \"Chapter\",\n \"name\": \"Chapter\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Donor information.\",\n \"label\": \"Donor\",\n \"name\": \"Donor\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n }\n]",
"title": "Non Profit"
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Bank Balance",
"label": "All Your Money",
"size": "Full"
}
],
"creation": "2020-01-23 13:46:38.833076",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Getting Started",
"modified": "2020-03-12 16:30:37.821762",
"modified_by": "Administrator",
"module": "Setup",
"name": "Getting Started",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 1,
"shortcuts": [
{
"is_query_report": 0,
"link_to": "Item",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Customer",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Supplier",
"type": "DocType"
},
{
"is_query_report": 0,
"link_to": "Sales Invoice",
"type": "DocType"
}
]
}

6
erpnext/setup/doctype/company/company.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:company_name",
@ -725,10 +726,13 @@
"icon": "fa fa-building",
"idx": 1,
"image_field": "company_logo",
"modified": "2019-11-22 13:04:47.470768",
"is_tree": 1,
"links": [],
"modified": "2020-03-18 18:09:53.534211",
"modified_by": "Administrator",
"module": "Setup",
"name": "Company",
"nsm_parent_field": "parent_company",
"owner": "Administrator",
"permissions": [
{

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