refactored a recurring sales invoice
This commit is contained in:
Anand Doshi
parent
f991fe3997
commit
420e1b42e2
@ -21,7 +21,7 @@ import webnotes
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from webnotes.utils import add_days, add_months, add_years, cint, cstr, date_diff, default_fields, flt, fmt_money, formatdate, getTraceback, get_defaults, get_first_day, get_last_day, getdate, has_common, month_name, now, nowdate, replace_newlines, sendmail, set_default, str_esc_quote, user_format, validate_email_add
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from webnotes.model import db_exists
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from webnotes.model.doc import Document, addchild, getchildren, make_autoname
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from webnotes.model.wrapper import getlist, copy_doclist, clone
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from webnotes.model.wrapper import getlist, copy_doclist
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from webnotes.model.code import get_obj
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from webnotes import session, form, msgprint, errprint
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from webnotes.utils.email_lib import sendmail
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@ -19,6 +19,9 @@ from __future__ import unicode_literals
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import webnotes
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from webnotes.utils import add_days, add_months, add_years, cint, cstr,date_diff, default_fields, flt, fmt_money, formatdate,getTraceback, get_defaults, get_first_day, get_last_day, getdate, has_common,month_name, now, nowdate, replace_newlines, sendmail, set_default,str_esc_quote, user_format, validate_email_add
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from webnotes.utils import comma_and
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from webnotes import _
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from webnotes.model import db_exists
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from webnotes.model.doc import Document, addchild, getchildren, make_autoname
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from webnotes.model.wrapper import getlist, copy_doclist
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@ -29,6 +32,8 @@ in_transaction = webnotes.conn.in_transaction
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convert_to_lists = webnotes.conn.convert_to_lists
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session = webnotes.session
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month_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12}
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# -----------------------------------------------------------------------------------------
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from utilities.transaction_base import TransactionBase
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@ -75,6 +80,7 @@ class DocType(TransactionBase):
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self.clear_advances()
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self.set_against_income_account()
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self.validate_c_form()
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self.validate_recurring_invoice()
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def on_submit(self):
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if cint(self.doc.is_pos) == 1:
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@ -123,7 +129,8 @@ class DocType(TransactionBase):
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self.make_gl_entries(is_cancel=1)
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def on_update_after_submit(self):
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self.convert_into_recurring()
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self.validate_recurring_invoice()
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self.convert_to_recurring()
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def set_pos_fields(self):
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"""Set retail related fields from pos settings"""
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@ -651,22 +658,35 @@ class DocType(TransactionBase):
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self._meta = webnotes.get_doctype(self.doc.doctype)
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return self._meta
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def convert_into_recurring(self):
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def validate_recurring_invoice(self):
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if self.doc.convert_into_recurring_invoice:
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self.validate_notification_email_id()
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if not self.doc.recurring_type:
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msgprint("Please select recurring type", raise_exception=1)
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elif not self.doc.invoice_period_from_date or not self.doc.invoice_period_to_date:
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msgprint("Invoice period from date and to date is mandatory for recurring invoice", raise_exception=1)
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self.set_next_date()
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msgprint(_("Please select: ") + self.meta.get_label("recurring_type"),
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raise_exception=1)
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elif not (self.doc.invoice_period_from_date and \
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self.doc.invoice_period_to_date):
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msgprint(comma_and([self.meta.get_label("invoice_period_from_date"),
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self.meta.get_label("invoice_period_to_date")])
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+ _(": Mandatory for a Recurring Invoice."),
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raise_exception=True)
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def convert_to_recurring(self):
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if self.doc.convert_into_recurring_invoice:
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if not self.doc.recurring_id:
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webnotes.conn.set(self.doc, 'recurring_id', make_autoname('RECINV/.#####'))
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webnotes.conn.set(self.doc, "recurring_id",
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make_autoname("RECINV/.#####"))
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self.set_next_date()
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elif self.doc.recurring_id:
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webnotes.conn.sql("""update `tabSales Invoice` set convert_into_recurring_invoice = 0 where recurring_id = %s""", self.doc.recurring_id)
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webnotes.conn.sql("""update `tabSales Invoice`
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set convert_into_recurring_invoice = 0
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where recurring_id = %s""", (self.doc.recurring_id,))
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def validate_notification_email_id(self):
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if self.doc.notification_email_address:
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email_list = filter(None, [cstr(email).strip() for email in
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self.doc.notification_email_address.replace("\n", "").split(",")])
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@ -674,98 +694,71 @@ class DocType(TransactionBase):
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from webnotes.utils import validate_email_add
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for email in email_list:
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if not validate_email_add(email):
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msgprint("%s is not a valid email address" % add, raise_exception=1)
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else:
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msgprint(
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_("Notification Email Addresses not specified for recurring invoice",
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msgprint(self.meta.get_label("notification_email_address") \
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+ " - " + _("Invalid Email Address") + ": \"%s\"" % email,
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raise_exception=1)
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for add in self.doc.notification_email_address.replace('\n', '').replace(' ', '').split(","):
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if add and not validate_email_add(add):
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msgprint("%s is not a valid email address" % add, raise_exception=1)
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else:
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msgprint("Notification Email Addresses not specified for recurring invoice",
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raise_exception=1)
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# def set_default_recurring_values(self):
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# from webnotes.utils import cstr
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#
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# owner_email = self.doc.owner
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# if owner_email.lower() == 'administrator':
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# owner_email = cstr(webnotes.conn.get_value("Profile", "Administrator", "email"))
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#
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# ret = {
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# 'repeat_on_day_of_month' : getdate(self.doc.posting_date).day,
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# 'notification_email_address' : ', '.join([owner_email, cstr(self.doc.contact_email)]),
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# }
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# return ret
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#
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def set_next_date(self):
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""" Set next date on which auto invoice will be created"""
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if not self.doc.repeat_on_day_of_month:
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msgprint("""Please enter 'Repeat on Day of Month' field value. \nThe day of the month on which auto invoice
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msgprint("""Please enter 'Repeat on Day of Month' field value.
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The day of the month on which auto invoice
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will be generated e.g. 05, 28 etc.""", raise_exception=1)
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import datetime
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mcount = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12}
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m = getdate(self.doc.posting_date).month + mcount[self.doc.recurring_type]
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y = getdate(self.doc.posting_date).year
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if m > 12:
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m, y = m-12, y+1
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try:
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next_date = datetime.date(y, m, cint(self.doc.repeat_on_day_of_month))
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except:
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import calendar
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last_day = calendar.monthrange(y, m)[1]
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next_date = datetime.date(y, m, last_day)
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next_date = next_date.strftime("%Y-%m-%d")
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next_date = get_next_date(self.doc.posting_date,
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month_map[self.doc.recurring_type], cint(self.doc.repeat_on_day_of_month))
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webnotes.conn.set(self.doc, 'next_date', next_date)
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def get_next_date(dt, mcount, day=None):
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import datetime
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month = getdate(dt).month + mcount
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year = getdate(dt).year
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if not day:
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day = getdate(dt).day
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if month > 12:
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month, year = m-12, y+1
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try:
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next_month_date = datetime.date(year, month, day)
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except:
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import calendar
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last_day = calendar.monthrange(year, month)[1]
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next_month_date = datetime.date(year, month, last_day)
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return next_month_date.strftime("%Y-%m-%d")
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def manage_recurring_invoices():
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"""
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Create recurring invoices on specific date by copying the original one
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and notify the concerned people
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"""
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rv = webnotes.conn.sql("""select name, recurring_id from `tabSales Invoice` \
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where ifnull(convert_into_recurring_invoice, 0) = 1 and next_date = %s \
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and next_date <= ifnull(end_date, '2199-12-31') and docstatus=1""", nowdate())
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recurring_invoices = webnotes.conn.sql("""select name, recurring_id
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from `tabSales Invoice` where ifnull(convert_into_recurring_invoice, 0)=1
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and docstatus=1 and next_date=%s
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and next_date <= ifnull(end_date, '2199-12-31')""", nowdate())
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exception_list = []
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for d in rv:
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if not webnotes.conn.sql("""select name from `tabSales Invoice` \
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where posting_date = %s and recurring_id = %s and docstatus=1""", (nowdate(), d[1])):
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for ref_invoice, recurring_id in recurring_invoices:
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if not webnotes.conn.sql("""select name from `tabSales Invoice`
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where posting_date=%s and recurring_id=%s and docstatus=1""",
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(nowdate(), recurring_id)):
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try:
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prev_rv = get_obj('Sales Invoice', d[0], with_children=1)
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new_rv = create_new_invoice(prev_rv)
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send_notification(new_rv)
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ref_wrapper = webnotes.model_wrapper('Sales Invoice', ref_invoice)
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new_invoice_wrapper = make_new_invoice(ref_wrapper)
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send_notification(new_invoice_wrapper)
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webnotes.conn.commit()
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except Exception, e:
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webnotes.conn.rollback()
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webnotes.conn.begin()
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webnotes.conn.sql("update `tabSales Invoice` set \
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convert_into_recurring_invoice = 0 where name = %s", d[0])
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notify_errors(d[0], prev_rv.doc.owner)
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convert_into_recurring_invoice = 0 where name = %s", ref_invoice)
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notify_errors(ref_invoice, ref_wrapper.doc.owner)
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webnotes.conn.commit()
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exception_list.append(e)
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exception_list.append(webnotes.getTraceback())
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finally:
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webnotes.conn.begin()
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@ -773,99 +766,33 @@ def manage_recurring_invoices():
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exception_message = "\n\n".join([cstr(d) for d in exception_list])
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raise Exception, exception_message
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def make_new_invoice(ref_wrapper):
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from webnotes.model.wrapper import clone
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new_invoice = clone(ref_wrapper)
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def notify_errors(inv, owner):
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import webnotes
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import website
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mcount = month_map[ref_wrapper.doc.recurring_type]
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exception_msg = """
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Dear User,
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today = nowdate()
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An error occured while creating recurring invoice from %s (at %s).
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new_invoice.doc.fields.update({
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"posting_date": today,
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"aging_date": today,
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May be there are some invalid email ids mentioned in the invoice.
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"due_date": add_days(today, cint(date_diff(ref_wrapper.doc.due_date,
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ref_wrapper.doc.posting_date))),
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To stop sending repetitive error notifications from the system, we have unchecked
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"Convert into Recurring" field in the invoice %s.
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"invoice_period_from_date": \
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get_next_date(ref_wrapper.doc.invoice_period_from_date, mcount),
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"invoice_period_to_date": \
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get_next_date(ref_wrapper.doc.invoice_period_to_date, mcount),
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Please correct the invoice and make the invoice recurring again.
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"owner": ref_wrapper.doc.owner,
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})
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<b>It is necessary to take this action today itself for the above mentioned recurring invoice \
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to be generated. If delayed, you will have to manually change the "Repeat on Day of Month" field \
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of this invoice for generating the recurring invoice.</b>
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Regards,
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Administrator
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""" % (inv, website.get_site_address(), inv)
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subj = "[Urgent] Error while creating recurring invoice from %s" % inv
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from webnotes.profile import get_system_managers
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recipients = get_system_managers()
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owner_email = webnotes.conn.get_value("Profile", owner, "email")
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if not owner_email in recipients:
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recipients.append(owner_email)
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assign_task_to_owner(inv, exception_msg, recipients)
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sendmail(recipients, subject=subj, msg = exception_msg)
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def assign_task_to_owner(inv, msg, users):
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for d in users:
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if d.lower() == 'administrator':
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d = webnotes.conn.sql("select ifnull(email_id, '') \
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from `tabProfile` where name = 'Administrator'")[0][0]
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from webnotes.widgets.form import assign_to
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args = {
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'assign_to' : d,
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'doctype' : 'Sales Invoice',
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'name' : inv,
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'description' : msg,
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'priority' : 'Urgent'
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}
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assign_to.add(args)
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def create_new_invoice(prev_rv):
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# clone rv
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new_rv = clone(prev_rv)
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mdict = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12}
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mcount = mdict[prev_rv.doc.recurring_type]
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# update new rv
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new_rv.doc.posting_date = new_rv.doc.next_date
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new_rv.doc.aging_date = new_rv.doc.next_date
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new_rv.doc.due_date = add_days(new_rv.doc.next_date, cint(date_diff(prev_rv.doc.due_date, prev_rv.doc.posting_date)))
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new_rv.doc.invoice_period_from_date = get_next_date(new_rv.doc.invoice_period_from_date, mcount)
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new_rv.doc.invoice_period_to_date = get_next_date(new_rv.doc.invoice_period_to_date, mcount)
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new_rv.doc.owner = prev_rv.doc.owner
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new_rv.doc.save()
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# submit and after submit
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new_rv.submit()
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new_rv.update_after_submit()
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return new_rv
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def get_next_date(dt, mcount):
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import datetime
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m = getdate(dt).month + mcount
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y = getdate(dt).year
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d = getdate(dt).day
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if m > 12:
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m, y = m-12, y+1
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try:
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next_month_date = datetime.date(y, m, d)
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except:
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import calendar
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last_day = calendar.monthrange(y, m)[1]
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next_month_date = datetime.date(y, m, last_day)
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return next_month_date.strftime("%Y-%m-%d")
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new_invoice.submit()
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return new_invoice
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def send_notification(new_rv):
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"""Notify concerned persons about recurring invoice generation"""
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@ -919,9 +846,60 @@ def send_notification(new_rv):
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<tr><td>Terms and Conditions:</td></tr>
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<tr><td>%s</td></tr>
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</table>
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''' % (new_rv.doc.net_total, new_rv.doc.other_charges_total,new_rv.doc.grand_total, new_rv.doc.in_words,new_rv.doc.terms)
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''' % (new_rv.doc.net_total,
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new_rv.doc.other_charges_total,new_rv.doc.grand_total,
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new_rv.doc.in_words,new_rv.doc.terms)
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msg = hd + tbl + totals
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recipients = new_rv.doc.notification_email_address.replace('\n', '').replace(' ', '').split(",")
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sendmail(recipients, subject=subject, msg = msg)
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sendmail(new_rv.doc.notification_email_address, subject=subject, msg = msg)
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def notify_errors(inv, owner):
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import webnotes
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import website
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exception_msg = """
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Dear User,
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An error occured while creating recurring invoice from %s (at %s).
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May be there are some invalid email ids mentioned in the invoice.
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To stop sending repetitive error notifications from the system, we have unchecked
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"Convert into Recurring" field in the invoice %s.
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Please correct the invoice and make the invoice recurring again.
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<b>It is necessary to take this action today itself for the above mentioned recurring invoice \
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to be generated. If delayed, you will have to manually change the "Repeat on Day of Month" field \
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of this invoice for generating the recurring invoice.</b>
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Regards,
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Administrator
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""" % (inv, website.get_site_address(), inv)
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subj = "[Urgent] Error while creating recurring invoice from %s" % inv
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from webnotes.profile import get_system_managers
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recipients = get_system_managers()
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owner_email = webnotes.conn.get_value("Profile", owner, "email")
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if not owner_email in recipients:
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recipients.append(owner_email)
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assign_task_to_owner(inv, exception_msg, recipients)
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sendmail(recipients, subject=subj, msg = exception_msg)
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def assign_task_to_owner(inv, msg, users):
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for d in users:
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from webnotes.widgets.form import assign_to
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args = {
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'assign_to' : d,
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'doctype' : 'Sales Invoice',
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'name' : inv,
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'description' : msg,
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'priority' : 'Urgent'
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}
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assign_to.add(args)
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@ -39,7 +39,7 @@ def execute_daily():
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run_fn(send)
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# run recurring invoices
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from accounts.doctype.gl_control.gl_control import manage_recurring_invoices
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from accounts.doctype.sales_invoice.sales_invoice import manage_recurring_invoices
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run_fn(manage_recurring_invoices)
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# send bulk emails
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Block a user