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

Merge branch 'develop' into purchase-invoice-performance-issue

Browse Source
This commit is contained in:
rohitwaghchaure 2023-02-17 16:41:30 +05:30 committed by GitHub
commit 47264481ad
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
137 changed files with 3457 additions and 2023 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

4
.pre-commit-config.yaml
View File

@ -32,8 +32,8 @@ repos:
- id: black
additional_dependencies: ['click==8.0.4']
- repo: https://github.com/timothycrosley/isort
rev: 5.9.1
- repo: https://github.com/PyCQA/isort
rev: 5.12.0
hooks:
- id: isort
exclude: ".*setup.py$"

3
CODEOWNERS
View File

@ -4,7 +4,7 @@
# the repo. Unless a later match takes precedence,
erpnext/accounts/ @nextchamp-saqib @deepeshgarg007 @ruthra-kumar
erpnext/assets/ @nextchamp-saqib @deepeshgarg007 @ruthra-kumar
erpnext/assets/ @anandbaburajan @deepeshgarg007
erpnext/loan_management/ @nextchamp-saqib @deepeshgarg007
erpnext/regional @nextchamp-saqib @deepeshgarg007 @ruthra-kumar
erpnext/selling @nextchamp-saqib @deepeshgarg007 @ruthra-kumar
@ -16,6 +16,7 @@ erpnext/maintenance/ @rohitwaghchaure @s-aga-r
erpnext/manufacturing/ @rohitwaghchaure @s-aga-r
erpnext/quality_management/ @rohitwaghchaure @s-aga-r
erpnext/stock/ @rohitwaghchaure @s-aga-r
erpnext/subcontracting @rohitwaghchaure @s-aga-r
erpnext/crm/ @NagariaHussain
erpnext/education/ @rutwikhdev

55
erpnext/accounts/doctype/account/account_tree.js
View File

@ -56,36 +56,41 @@ frappe.treeview_settings["Account"] = {
accounts = nodes;
}
const get_balances = frappe.call({
method: 'erpnext.accounts.utils.get_account_balances',
args: {
accounts: accounts,
company: cur_tree.args.company
},
});
frappe.db.get_single_value("Accounts Settings", "show_balance_in_coa").then((value) => {
if(value) {
get_balances.then(r => {
if (!r.message || r.message.length == 0) return;
const get_balances = frappe.call({
method: 'erpnext.accounts.utils.get_account_balances',
args: {
accounts: accounts,
company: cur_tree.args.company
},
});
for (let account of r.message) {
get_balances.then(r => {
if (!r.message || r.message.length == 0) return;
const node = cur_tree.nodes && cur_tree.nodes[account.value];
if (!node || node.is_root) continue;
for (let account of r.message) {
// show Dr if positive since balance is calculated as debit - credit else show Cr
const balance = account.balance_in_account_currency || account.balance;
const dr_or_cr = balance > 0 ? "Dr": "Cr";
const format = (value, currency) => format_currency(Math.abs(value), currency);
const node = cur_tree.nodes && cur_tree.nodes[account.value];
if (!node || node.is_root) continue;
if (account.balance!==undefined) {
node.parent && node.parent.find('.balance-area').remove();
$('<span class="balance-area pull-right">'
+ (account.balance_in_account_currency ?
(format(account.balance_in_account_currency, account.account_currency) + " / ") : "")
+ format(account.balance, account.company_currency)
+ " " + dr_or_cr
+ '</span>').insertBefore(node.$ul);
}
// show Dr if positive since balance is calculated as debit - credit else show Cr
const balance = account.balance_in_account_currency || account.balance;
const dr_or_cr = balance > 0 ? "Dr": "Cr";
const format = (value, currency) => format_currency(Math.abs(value), currency);
if (account.balance!==undefined) {
node.parent && node.parent.find('.balance-area').remove();
$('<span class="balance-area pull-right">'
+ (account.balance_in_account_currency ?
(format(account.balance_in_account_currency, account.account_currency) + " / ") : "")
+ format(account.balance, account.company_currency)
+ " " + dr_or_cr
+ '</span>').insertBefore(node.$ul);
}
}
});
}
});
},

666
erpnext/accounts/doctype/account/chart_of_accounts/verified/de_kontenplan_SKR03_gnucash.json
View File

@ -1,38 +1,38 @@
{
"country_code": "de",
"name": "SKR03 mit Kontonummern",
"tree": {
"Aktiva": {
"is_group": 1,
"country_code": "de",
"name": "SKR03 mit Kontonummern",
"tree": {
"Aktiva": {
"is_group": 1,
"root_type": "Asset",
"A - Anlagevermögen": {
"is_group": 1,
"EDV-Software": {
"account_number": "0027",
"account_type": "Fixed Asset"
},
"Gesch\u00e4ftsausstattung": {
"account_number": "0410",
"account_type": "Fixed Asset"
},
"B\u00fcroeinrichtung": {
"account_number": "0420",
"account_type": "Fixed Asset"
},
"Darlehen": {
"account_number": "0565"
},
"Maschinen": {
"account_number": "0210",
"account_type": "Fixed Asset"
},
"Betriebsausstattung": {
"account_number": "0400",
"account_type": "Fixed Asset"
},
"Ladeneinrichtung": {
"account_number": "0430",
"account_type": "Fixed Asset"
"A - Anlagevermögen": {
"is_group": 1,
"EDV-Software": {
"account_number": "0027",
"account_type": "Fixed Asset"
},
"Geschäftsausstattung": {
"account_number": "0410",
"account_type": "Fixed Asset"
},
"Büroeinrichtung": {
"account_number": "0420",
"account_type": "Fixed Asset"
},
"Darlehen": {
"account_number": "0565"
},
"Maschinen": {
"account_number": "0210",
"account_type": "Fixed Asset"
},
"Betriebsausstattung": {
"account_number": "0400",
"account_type": "Fixed Asset"
},
"Ladeneinrichtung": {
"account_number": "0430",
"account_type": "Fixed Asset"
},
"Accumulated Depreciation": {
"account_type": "Accumulated Depreciation"
@ -60,36 +60,46 @@
"Durchlaufende Posten": {
"account_number": "1590"
},
"Gewinnermittlung \u00a74/3 nicht Ergebniswirksam": {
"Verrechnungskonto Gewinnermittlung § 4 Abs. 3 EStG, nicht ergebniswirksam": {
"account_number": "1371"
},
"Abziehbare Vorsteuer": {
"account_type": "Tax",
"is_group": 1,
"Abziehbare Vorsteuer 7%": {
"account_number": "1571"
"Abziehbare Vorsteuer 7 %": {
"account_number": "1571",
"account_type": "Tax",
"tax_rate": 7.0
},
"Abziehbare Vorsteuer 19%": {
"account_number": "1576"
"Abziehbare Vorsteuer 19 %": {
"account_number": "1576",
"account_type": "Tax",
"tax_rate": 19.0
},
"Abziehbare Vorsteuer nach \u00a713b UStG 19%": {
"account_number": "1577"
},
"Leistungen \u00a713b UStG 19% Vorsteuer, 19% Umsatzsteuer": {
"account_number": "3120"
"Abziehbare Vorsteuer nach § 13b UStG 19 %": {
"account_number": "1577",
"account_type": "Tax",
"tax_rate": 19.0
}
}
},
"III. Wertpapiere": {
"is_group": 1
"is_group": 1,
"Anteile an verbundenen Unternehmen (Umlaufvermögen)": {
"account_number": "1340"
},
"Anteile an herrschender oder mit Mehrheit beteiligter Gesellschaft": {
"account_number": "1344"
},
"Sonstige Wertpapiere": {
"account_number": "1348"
}
},
"IV. Kassenbestand, Bundesbankguthaben, Guthaben bei Kreditinstituten und Schecks.": {
"is_group": 1,
"Kasse": {
"account_type": "Cash",
"is_group": 1,
"account_type": "Cash",
"Kasse": {
"is_group": 1,
"account_number": "1000",
"account_type": "Cash"
}
@ -111,21 +121,21 @@
"C - Rechnungsabgrenzungsposten": {
"is_group": 1,
"Aktive Rechnungsabgrenzung": {
"account_number": "0980"
"account_number": "0980"
}
},
"D - Aktive latente Steuern": {
"is_group": 1,
"Aktive latente Steuern": {
"account_number": "0983"
"account_number": "0983"
}
},
"E - Aktiver Unterschiedsbetrag aus der Vermögensverrechnung": {
"is_group": 1
}
},
"Passiva": {
"is_group": 1,
},
"Passiva": {
"is_group": 1,
"root_type": "Liability",
"A. Eigenkapital": {
"is_group": 1,
@ -200,26 +210,32 @@
},
"Umsatzsteuer": {
"is_group": 1,
"account_type": "Tax",
"Umsatzsteuer 7%": {
"account_number": "1771"
"Umsatzsteuer 7 %": {
"account_number": "1771",
"account_type": "Tax",
"tax_rate": 7.0
},
"Umsatzsteuer 19%": {
"account_number": "1776"
"Umsatzsteuer 19 %": {
"account_number": "1776",
"account_type": "Tax",
"tax_rate": 19.0
},
"Umsatzsteuer-Vorauszahlung": {
"account_number": "1780"
"account_number": "1780",
"account_type": "Tax"
},
"Umsatzsteuer-Vorauszahlung 1/11": {
"account_number": "1781"
},
"Umsatzsteuer \u00a7 13b UStG 19%": {
"account_number": "1787"
"Umsatzsteuer nach § 13b UStG 19 %": {
"account_number": "1787",
"account_type": "Tax",
"tax_rate": 19.0
},
"Umsatzsteuer Vorjahr": {
"account_number": "1790"
},
"Umsatzsteuer fr\u00fchere Jahre": {
"Umsatzsteuer frühere Jahre": {
"account_number": "1791"
}
}
@ -234,44 +250,56 @@
"E. Passive latente Steuern": {
"is_group": 1
}
},
"Erl\u00f6se u. Ertr\u00e4ge 2/8": {
"is_group": 1,
"root_type": "Income",
"Erl\u00f6skonten 8": {
},
"Erlöse u. Erträge 2/8": {
"is_group": 1,
"root_type": "Income",
"Erlöskonten 8": {
"is_group": 1,
"Erl\u00f6se": {
"account_number": "8200",
"account_type": "Income Account"
},
"Erl\u00f6se USt. 19%": {
"account_number": "8400",
"account_type": "Income Account"
},
"Erl\u00f6se USt. 7%": {
"account_number": "8300",
"account_type": "Income Account"
}
},
"Ertragskonten 2": {
"is_group": 1,
"sonstige Zinsen und \u00e4hnliche Ertr\u00e4ge": {
"account_number": "2650",
"account_type": "Income Account"
},
"Au\u00dferordentliche Ertr\u00e4ge": {
"account_number": "2500",
"account_type": "Income Account"
},
"Sonstige Ertr\u00e4ge": {
"account_number": "2700",
"account_type": "Income Account"
}
}
},
"Aufwendungen 2/4": {
"is_group": 1,
"Erlöse": {
"account_number": "8200",
"account_type": "Income Account"
},
"Erlöse USt. 19 %": {
"account_number": "8400",
"account_type": "Income Account"
},
"Erlöse USt. 7 %": {
"account_number": "8300",
"account_type": "Income Account"
}
},
"Ertragskonten 2": {
"is_group": 1,
"sonstige Zinsen und ähnliche Erträge": {
"account_number": "2650",
"account_type": "Income Account"
},
"Außerordentliche Erträge": {
"account_number": "2500",
"account_type": "Income Account"
},
"Sonstige Erträge": {
"account_number": "2700",
"account_type": "Income Account"
}
}
},
"Aufwendungen 2/4": {
"is_group": 1,
"root_type": "Expense",
"Fremdleistungen": {
"account_number": "3100",
"account_type": "Expense Account"
},
"Fremdleistungen ohne Vorsteuer": {
"account_number": "3109",
"account_type": "Expense Account"
},
"Bauleistungen eines im Inland ansässigen Unternehmers 19 % Vorsteuer und 19 % Umsatzsteuer": {
"account_number": "3120",
"account_type": "Expense Account"
},
"Wareneingang": {
"account_number": "3200"
},
@ -298,234 +326,234 @@
"Gegenkonto 4996-4998": {
"account_number": "4999"
},
"Abschreibungen": {
"is_group": 1,
"Abschreibungen": {
"is_group": 1,
"Abschreibungen auf Sachanlagen (ohne AfA auf Kfz und Gebäude)": {
"account_number": "4830",
"account_type": "Accumulated Depreciation"
"account_number": "4830",
"account_type": "Accumulated Depreciation"
},
"Abschreibungen auf Gebäude": {
"account_number": "4831",
"account_type": "Depreciation"
"account_number": "4831",
"account_type": "Depreciation"
},
"Abschreibungen auf Kfz": {
"account_number": "4832",
"account_type": "Depreciation"
"account_number": "4832",
"account_type": "Depreciation"
},
"Sofortabschreibung GWG": {
"account_number": "4855",
"account_type": "Expense Account"
"account_number": "4855",
"account_type": "Expense Account"
}
},
"Kfz-Kosten": {
"is_group": 1,
"Kfz-Steuer": {
"account_number": "4510",
"account_type": "Expense Account"
},
"Kfz-Versicherungen": {
"account_number": "4520",
"account_type": "Expense Account"
},
"laufende Kfz-Betriebskosten": {
"account_number": "4530",
"account_type": "Expense Account"
},
"Kfz-Reparaturen": {
"account_number": "4540",
"account_type": "Expense Account"
},
"Fremdfahrzeuge": {
"account_number": "4570",
"account_type": "Expense Account"
},
"sonstige Kfz-Kosten": {
"account_number": "4580",
"account_type": "Expense Account"
}
},
"Personalkosten": {
"is_group": 1,
"Geh\u00e4lter": {
"account_number": "4120",
"account_type": "Expense Account"
},
"gesetzliche soziale Aufwendungen": {
"account_number": "4130",
"account_type": "Expense Account"
},
"Aufwendungen f\u00fcr Altersvorsorge": {
"account_number": "4165",
"account_type": "Expense Account"
},
"Verm\u00f6genswirksame Leistungen": {
"account_number": "4170",
"account_type": "Expense Account"
},
"Aushilfsl\u00f6hne": {
"account_number": "4190",
"account_type": "Expense Account"
}
},
"Raumkosten": {
"is_group": 1,
"Miete und Nebenkosten": {
"account_number": "4210",
"account_type": "Expense Account"
},
"Gas, Wasser, Strom (Verwaltung, Vertrieb)": {
"account_number": "4240",
"account_type": "Expense Account"
},
"Reinigung": {
"account_number": "4250",
"account_type": "Expense Account"
}
},
"Reparatur/Instandhaltung": {
"is_group": 1,
"Reparatur u. Instandh. von Anlagen/Maschinen u. Betriebs- u. Gesch\u00e4ftsausst.": {
"account_number": "4805",
"account_type": "Expense Account"
}
},
"Versicherungsbeitr\u00e4ge": {
"is_group": 1,
"Versicherungen": {
"account_number": "4360",
"account_type": "Expense Account"
},
"Beitr\u00e4ge": {
"account_number": "4380",
"account_type": "Expense Account"
},
"sonstige Ausgaben": {
"account_number": "4390",
"account_type": "Expense Account"
},
"steuerlich abzugsf\u00e4hige Versp\u00e4tungszuschl\u00e4ge und Zwangsgelder": {
"account_number": "4396",
"account_type": "Expense Account"
}
},
"Werbe-/Reisekosten": {
"is_group": 1,
"Werbekosten": {
"account_number": "4610",
"account_type": "Expense Account"
},
"Aufmerksamkeiten": {
"account_number": "4653",
"account_type": "Expense Account"
},
"nicht abzugsf\u00e4hige Betriebsausg. aus Werbe-, Repr\u00e4s.- u. Reisekosten": {
"account_number": "4665",
"account_type": "Expense Account"
},
"Reisekosten Unternehmer": {
"account_number": "4670",
"account_type": "Expense Account"
}
},
"verschiedene Kosten": {
"is_group": 1,
"Porto": {
"account_number": "4910",
"account_type": "Expense Account"
},
"Telekom": {
"account_number": "4920",
"account_type": "Expense Account"
},
"Mobilfunk D2": {
"account_number": "4921",
"account_type": "Expense Account"
},
"Internet": {
"account_number": "4922",
"account_type": "Expense Account"
},
"B\u00fcrobedarf": {
"account_number": "4930",
"account_type": "Expense Account"
},
"Zeitschriften, B\u00fccher": {
"account_number": "4940",
"account_type": "Expense Account"
},
"Fortbildungskosten": {
"account_number": "4945",
"account_type": "Expense Account"
},
"Buchf\u00fchrungskosten": {
"account_number": "4955",
"account_type": "Expense Account"
},
"Abschlu\u00df- u. Pr\u00fcfungskosten": {
"account_number": "4957",
"account_type": "Expense Account"
},
"Nebenkosten des Geldverkehrs": {
"account_number": "4970",
"account_type": "Expense Account"
},
"Werkzeuge und Kleinger\u00e4te": {
"account_number": "4985",
"account_type": "Expense Account"
}
},
"Zinsaufwendungen": {
"is_group": 1,
"Zinsaufwendungen f\u00fcr kurzfristige Verbindlichkeiten": {
"account_number": "2110",
"account_type": "Expense Account"
},
"Zinsaufwendungen f\u00fcr KFZ Finanzierung": {
"account_number": "2121",
"account_type": "Expense Account"
}
}
},
"Anfangsbestand 9": {
"is_group": 1,
"root_type": "Equity",
"Saldenvortragskonten": {
"is_group": 1,
"Saldenvortrag Sachkonten": {
"account_number": "9000"
},
"Saldenvortr\u00e4ge Debitoren": {
"account_number": "9008"
},
"Saldenvortr\u00e4ge Kreditoren": {
"account_number": "9009"
}
}
},
"Privatkonten 1": {
"is_group": 1,
"root_type": "Equity",
"Privatentnahmen/-einlagen": {
"is_group": 1,
"Privatentnahme allgemein": {
"account_number": "1800"
},
"Privatsteuern": {
"account_number": "1810"
},
"Sonderausgaben beschr\u00e4nkt abzugsf\u00e4hig": {
"account_number": "1820"
},
"Sonderausgaben unbeschr\u00e4nkt abzugsf\u00e4hig": {
"account_number": "1830"
},
"Au\u00dfergew\u00f6hnliche Belastungen": {
"account_number": "1850"
},
"Privateinlagen": {
"account_number": "1890"
}
}
}
}
},
"Kfz-Kosten": {
"is_group": 1,
"Kfz-Steuer": {
"account_number": "4510",
"account_type": "Expense Account"
},
"Kfz-Versicherungen": {
"account_number": "4520",
"account_type": "Expense Account"
},
"laufende Kfz-Betriebskosten": {
"account_number": "4530",
"account_type": "Expense Account"
},
"Kfz-Reparaturen": {
"account_number": "4540",
"account_type": "Expense Account"
},
"Fremdfahrzeuge": {
"account_number": "4570",
"account_type": "Expense Account"
},
"sonstige Kfz-Kosten": {
"account_number": "4580",
"account_type": "Expense Account"
}
},
"Personalkosten": {
"is_group": 1,
"Gehälter": {
"account_number": "4120",
"account_type": "Expense Account"
},
"gesetzliche soziale Aufwendungen": {
"account_number": "4130",
"account_type": "Expense Account"
},
"Aufwendungen für Altersvorsorge": {
"account_number": "4165",
"account_type": "Expense Account"
},
"Vermögenswirksame Leistungen": {
"account_number": "4170",
"account_type": "Expense Account"
},
"Aushilfslöhne": {
"account_number": "4190",
"account_type": "Expense Account"
}
},
"Raumkosten": {
"is_group": 1,
"Miete und Nebenkosten": {
"account_number": "4210",
"account_type": "Expense Account"
},
"Gas, Wasser, Strom (Verwaltung, Vertrieb)": {
"account_number": "4240",
"account_type": "Expense Account"
},
"Reinigung": {
"account_number": "4250",
"account_type": "Expense Account"
}
},
"Reparatur/Instandhaltung": {
"is_group": 1,
"Reparaturen und Instandhaltungen von anderen Anlagen und Betriebs- und Geschäftsausstattung": {
"account_number": "4805",
"account_type": "Expense Account"
}
},
"Versicherungsbeiträge": {
"is_group": 1,
"Versicherungen": {
"account_number": "4360",
"account_type": "Expense Account"
},
"Beiträge": {
"account_number": "4380",
"account_type": "Expense Account"
},
"sonstige Ausgaben": {
"account_number": "4390",
"account_type": "Expense Account"
},
"steuerlich abzugsfähige Verspätungszuschläge und Zwangsgelder": {
"account_number": "4396",
"account_type": "Expense Account"
}
},
"Werbe-/Reisekosten": {
"is_group": 1,
"Werbekosten": {
"account_number": "4610",
"account_type": "Expense Account"
},
"Aufmerksamkeiten": {
"account_number": "4653",
"account_type": "Expense Account"
},
"nicht abzugsfähige Betriebsausg. aus Werbe-, Repräs.- u. Reisekosten": {
"account_number": "4665",
"account_type": "Expense Account"
},
"Reisekosten Unternehmer": {
"account_number": "4670",
"account_type": "Expense Account"
}
},
"verschiedene Kosten": {
"is_group": 1,
"Porto": {
"account_number": "4910",
"account_type": "Expense Account"
},
"Telekom": {
"account_number": "4920",
"account_type": "Expense Account"
},
"Mobilfunk D2": {
"account_number": "4921",
"account_type": "Expense Account"
},
"Internet": {
"account_number": "4922",
"account_type": "Expense Account"
},
"Bürobedarf": {
"account_number": "4930",
"account_type": "Expense Account"
},
"Zeitschriften, Bücher": {
"account_number": "4940",
"account_type": "Expense Account"
},
"Fortbildungskosten": {
"account_number": "4945",
"account_type": "Expense Account"
},
"Buchführungskosten": {
"account_number": "4955",
"account_type": "Expense Account"
},
"Abschluß- u. Prüfungskosten": {
"account_number": "4957",
"account_type": "Expense Account"
},
"Nebenkosten des Geldverkehrs": {
"account_number": "4970",
"account_type": "Expense Account"
},
"Werkzeuge und Kleingeräte": {
"account_number": "4985",
"account_type": "Expense Account"
}
},
"Zinsaufwendungen": {
"is_group": 1,
"Zinsaufwendungen für kurzfristige Verbindlichkeiten": {
"account_number": "2110",
"account_type": "Expense Account"
},
"Zinsaufwendungen für KFZ Finanzierung": {
"account_number": "2121",
"account_type": "Expense Account"
}
}
},
"Anfangsbestand 9": {
"is_group": 1,
"root_type": "Equity",
"Saldenvortragskonten": {
"is_group": 1,
"Saldenvortrag Sachkonten": {
"account_number": "9000"
},
"Saldenvorträge Debitoren": {
"account_number": "9008"
},
"Saldenvorträge Kreditoren": {
"account_number": "9009"
}
}
},
"Privatkonten 1": {
"is_group": 1,
"root_type": "Equity",
"Privatentnahmen/-einlagen": {
"is_group": 1,
"Privatentnahme allgemein": {
"account_number": "1800"
},
"Privatsteuern": {
"account_number": "1810"
},
"Sonderausgaben beschränkt abzugsfähig": {
"account_number": "1820"
},
"Sonderausgaben unbeschränkt abzugsfähig": {
"account_number": "1830"
},
"Außergewöhnliche Belastungen": {
"account_number": "1850"
},
"Privateinlagen": {
"account_number": "1890"
}
}
}
}
}

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

@ -56,7 +56,9 @@
"acc_frozen_upto",
"column_break_25",
"frozen_accounts_modifier",
"report_settings_sb"
"report_settings_sb",
"tab_break_dpet",
"show_balance_in_coa"
],
"fields": [
{
@ -347,6 +349,17 @@
"fieldname": "allow_multi_currency_invoices_against_single_party_account",
"fieldtype": "Check",
"label": "Allow multi-currency invoices against single party account "
},
{
"fieldname": "tab_break_dpet",
"fieldtype": "Tab Break",
"label": "Chart Of Accounts"
},
{
"default": "1",
"fieldname": "show_balance_in_coa",
"fieldtype": "Check",
"label": "Show Balances in Chart Of Accounts"
}
],
"icon": "icon-cog",
@ -354,7 +367,7 @@
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2022-11-27 21:49:52.538655",
"modified": "2023-01-02 12:07:42.434214",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Settings",

7
erpnext/accounts/doctype/cost_center_allocation/cost_center_allocation.py
View File

@ -28,9 +28,14 @@ class InvalidDateError(frappe.ValidationError):
class CostCenterAllocation(Document):
def __init__(self, *args, **kwargs):
super(CostCenterAllocation, self).__init__(*args, **kwargs)
self._skip_from_date_validation = False
def validate(self):
self.validate_total_allocation_percentage()
self.validate_from_date_based_on_existing_gle()
if not self._skip_from_date_validation:
self.validate_from_date_based_on_existing_gle()
self.validate_backdated_allocation()
self.validate_main_cost_center()
self.validate_child_cost_centers()

2
erpnext/accounts/doctype/dunning/dunning.py
View File

@ -40,7 +40,7 @@ class Dunning(AccountsController):
def on_cancel(self):
if self.dunning_amount:
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry")
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Payment Ledger Entry")
make_reverse_gl_entries(voucher_type=self.doctype, voucher_no=self.name)
def make_gl_entries(self):

2
erpnext/accounts/doctype/journal_entry/journal_entry.js
View File

@ -8,7 +8,7 @@ frappe.provide("erpnext.journal_entry");
frappe.ui.form.on("Journal Entry", {
setup: function(frm) {
frm.add_fetch("bank_account", "account", "account");
frm.ignore_doctypes_on_cancel_all = ['Sales Invoice', 'Purchase Invoice'];
frm.ignore_doctypes_on_cancel_all = ['Sales Invoice', 'Purchase Invoice', 'Journal Entry'];
},
refresh: function(frm) {

67
erpnext/accounts/doctype/journal_entry/journal_entry.py
View File

@ -81,6 +81,7 @@ class JournalEntry(AccountsController):
self.check_credit_limit()
self.make_gl_entries()
self.update_advance_paid()
self.update_asset_value()
self.update_inter_company_jv()
self.update_invoice_discounting()
@ -225,6 +226,29 @@ class JournalEntry(AccountsController):
for d in to_remove:
self.remove(d)
def update_asset_value(self):
if self.voucher_type != "Depreciation Entry":
return
processed_assets = []
for d in self.get("accounts"):
if (
d.reference_type == "Asset" and d.reference_name and d.reference_name not in processed_assets
):
processed_assets.append(d.reference_name)
asset = frappe.get_doc("Asset", d.reference_name)
if asset.calculate_depreciation:
continue
depr_value = d.debit or d.credit
asset.db_set("value_after_depreciation", asset.value_after_depreciation - depr_value)
asset.set_status()
def update_inter_company_jv(self):
if (
self.voucher_type == "Inter Company Journal Entry"
@ -283,20 +307,45 @@ class JournalEntry(AccountsController):
d.db_update()
def unlink_asset_reference(self):
if self.voucher_type != "Depreciation Entry":
return
processed_assets = []
for d in self.get("accounts"):
if d.reference_type == "Asset" and d.reference_name:
if (
d.reference_type == "Asset" and d.reference_name and d.reference_name not in processed_assets
):
processed_assets.append(d.reference_name)
asset = frappe.get_doc("Asset", d.reference_name)
for row in asset.get("finance_books"):
depr_schedule = get_depr_schedule(asset.name, "Active", row.finance_book)
for s in depr_schedule or []:
if s.journal_entry == self.name:
s.db_set("journal_entry", None)
if asset.calculate_depreciation:
je_found = False
row.value_after_depreciation += s.depreciation_amount
row.db_update()
for row in asset.get("finance_books"):
if je_found:
break
asset.set_status()
depr_schedule = get_depr_schedule(asset.name, "Active", row.finance_book)
for s in depr_schedule or []:
if s.journal_entry == self.name:
s.db_set("journal_entry", None)
row.value_after_depreciation += s.depreciation_amount
row.db_update()
asset.set_status()
je_found = True
break
else:
depr_value = d.debit or d.credit
asset.db_set("value_after_depreciation", asset.value_after_depreciation + depr_value)
asset.set_status()
def unlink_inter_company_jv(self):
if (

18
erpnext/accounts/doctype/payment_entry/payment_entry.json
View File

@ -239,7 +239,7 @@
"depends_on": "paid_from",
"fieldname": "paid_from_account_currency",
"fieldtype": "Link",
"label": "Account Currency",
"label": "Account Currency (From)",
"options": "Currency",
"print_hide": 1,
"read_only": 1,
@ -249,7 +249,7 @@
"depends_on": "paid_from",
"fieldname": "paid_from_account_balance",
"fieldtype": "Currency",
"label": "Account Balance",
"label": "Account Balance (From)",
"options": "paid_from_account_currency",
"print_hide": 1,
"read_only": 1
@ -272,7 +272,7 @@
"depends_on": "paid_to",
"fieldname": "paid_to_account_currency",
"fieldtype": "Link",
"label": "Account Currency",
"label": "Account Currency (To)",
"options": "Currency",
"print_hide": 1,
"read_only": 1,
@ -282,7 +282,7 @@
"depends_on": "paid_to",
"fieldname": "paid_to_account_balance",
"fieldtype": "Currency",
"label": "Account Balance",
"label": "Account Balance (To)",
"options": "paid_to_account_currency",
"print_hide": 1,
"read_only": 1
@ -304,7 +304,7 @@
{
"fieldname": "source_exchange_rate",
"fieldtype": "Float",
"label": "Exchange Rate",
"label": "Source Exchange Rate",
"precision": "9",
"print_hide": 1,
"reqd": 1
@ -334,7 +334,7 @@
{
"fieldname": "target_exchange_rate",
"fieldtype": "Float",
"label": "Exchange Rate",
"label": "Target Exchange Rate",
"precision": "9",
"print_hide": 1,
"reqd": 1
@ -633,14 +633,14 @@
"depends_on": "eval:doc.party_type == 'Supplier'",
"fieldname": "purchase_taxes_and_charges_template",
"fieldtype": "Link",
"label": "Taxes and Charges Template",
"label": "Purchase Taxes and Charges Template",
"options": "Purchase Taxes and Charges Template"
},
{
"depends_on": "eval: doc.party_type == 'Customer'",
"fieldname": "sales_taxes_and_charges_template",
"fieldtype": "Link",
"label": "Taxes and Charges Template",
"label": "Sales Taxes and Charges Template",
"options": "Sales Taxes and Charges Template"
},
{
@ -733,7 +733,7 @@
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2022-12-08 16:25:43.824051",
"modified": "2023-02-14 04:52:30.478523",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Entry",

19
erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py
View File

@ -69,6 +69,10 @@ class PaymentReconciliation(Document):
def get_jv_entries(self):
condition = self.get_conditions()
if self.get("cost_center"):
condition += f" and t2.cost_center = '{self.cost_center}' "
dr_or_cr = (
"credit_in_account_currency"
if erpnext.get_party_account_type(self.party_type) == "Receivable"
@ -230,7 +234,7 @@ class PaymentReconciliation(Document):
def allocate_entries(self, args):
self.validate_entries()
invoice_exchange_map = self.get_invoice_exchange_map(args.get("invoices"))
invoice_exchange_map = self.get_invoice_exchange_map(args.get("invoices"), args.get("payments"))
default_exchange_gain_loss_account = frappe.get_cached_value(
"Company", self.company, "exchange_gain_loss_account"
)
@ -249,6 +253,9 @@ class PaymentReconciliation(Document):
pay["amount"] = 0
inv["exchange_rate"] = invoice_exchange_map.get(inv.get("invoice_number"))
if pay.get("reference_type") in ["Sales Invoice", "Purchase Invoice"]:
pay["exchange_rate"] = invoice_exchange_map.get(pay.get("reference_name"))
res.difference_amount = self.get_difference_amount(pay, inv, res["allocated_amount"])
res.difference_account = default_exchange_gain_loss_account
res.exchange_rate = inv.get("exchange_rate")
@ -403,13 +410,21 @@ class PaymentReconciliation(Document):
if not self.get("payments"):
frappe.throw(_("No records found in the Payments table"))
def get_invoice_exchange_map(self, invoices):
def get_invoice_exchange_map(self, invoices, payments):
sales_invoices = [
d.get("invoice_number") for d in invoices if d.get("invoice_type") == "Sales Invoice"
]
sales_invoices.extend(
[d.get("reference_name") for d in payments if d.get("reference_type") == "Sales Invoice"]
)
purchase_invoices = [
d.get("invoice_number") for d in invoices if d.get("invoice_type") == "Purchase Invoice"
]
purchase_invoices.extend(
[d.get("reference_name") for d in payments if d.get("reference_type") == "Purchase Invoice"]
)
invoice_exchange_map = frappe._dict()
if sales_invoices:

77
erpnext/accounts/doctype/payment_reconciliation/test_payment_reconciliation.py
View File

@ -473,6 +473,11 @@ class TestPaymentReconciliation(FrappeTestCase):
invoices = [x.as_dict() for x in pr.get("invoices")]
payments = [x.as_dict() for x in pr.get("payments")]
pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
# Cr Note and Invoice are of the same currency. There shouldn't any difference amount.
for row in pr.allocation:
self.assertEqual(flt(row.get("difference_amount")), 0.0)
pr.reconcile()
pr.get_unreconciled_entries()
@ -506,6 +511,11 @@ class TestPaymentReconciliation(FrappeTestCase):
payments = [x.as_dict() for x in pr.get("payments")]
pr.allocate_entries(frappe._dict({"invoices": invoices, "payments": payments}))
pr.allocation[0].allocated_amount = allocated_amount
# Cr Note and Invoice are of the same currency. There shouldn't any difference amount.
for row in pr.allocation:
self.assertEqual(flt(row.get("difference_amount")), 0.0)
pr.reconcile()
# assert outstanding
@ -747,6 +757,73 @@ class TestPaymentReconciliation(FrappeTestCase):
self.assertEqual(len(pr.get("invoices")), 0)
self.assertEqual(len(pr.get("payments")), 0)
def test_cost_center_filter_on_vouchers(self):
"""
Test Cost Center filter is applied on Invoices, Payment Entries and Journals
"""
transaction_date = nowdate()
rate = 100
# 'Main - PR' Cost Center
si1 = self.create_sales_invoice(
qty=1, rate=rate, posting_date=transaction_date, do_not_submit=True
)
si1.cost_center = self.main_cc.name
si1.submit()
pe1 = self.create_payment_entry(posting_date=transaction_date, amount=rate)
pe1.cost_center = self.main_cc.name
pe1 = pe1.save().submit()
je1 = self.create_journal_entry(self.bank, self.debit_to, 100, transaction_date)
je1.accounts[0].cost_center = self.main_cc.name
je1.accounts[1].cost_center = self.main_cc.name
je1.accounts[1].party_type = "Customer"
je1.accounts[1].party = self.customer
je1 = je1.save().submit()
# 'Sub - PR' Cost Center
si2 = self.create_sales_invoice(
qty=1, rate=rate, posting_date=transaction_date, do_not_submit=True
)
si2.cost_center = self.sub_cc.name
si2.submit()
pe2 = self.create_payment_entry(posting_date=transaction_date, amount=rate)
pe2.cost_center = self.sub_cc.name
pe2 = pe2.save().submit()
je2 = self.create_journal_entry(self.bank, self.debit_to, 100, transaction_date)
je2.accounts[0].cost_center = self.sub_cc.name
je2.accounts[1].cost_center = self.sub_cc.name
je2.accounts[1].party_type = "Customer"
je2.accounts[1].party = self.customer
je2 = je2.save().submit()
pr = self.create_payment_reconciliation()
pr.cost_center = self.main_cc.name
pr.get_unreconciled_entries()
# check PR tool output
self.assertEqual(len(pr.get("invoices")), 1)
self.assertEqual(pr.get("invoices")[0].get("invoice_number"), si1.name)
self.assertEqual(len(pr.get("payments")), 2)
payment_vouchers = [x.get("reference_name") for x in pr.get("payments")]
self.assertCountEqual(payment_vouchers, [pe1.name, je1.name])
# Change cost center
pr.cost_center = self.sub_cc.name
pr.get_unreconciled_entries()
# check PR tool output
self.assertEqual(len(pr.get("invoices")), 1)
self.assertEqual(pr.get("invoices")[0].get("invoice_number"), si2.name)
self.assertEqual(len(pr.get("payments")), 2)
payment_vouchers = [x.get("reference_name") for x in pr.get("payments")]
self.assertCountEqual(payment_vouchers, [je2.name, pe2.name])
def make_customer(customer_name, currency=None):
if not frappe.db.exists("Customer", customer_name):

21
erpnext/accounts/doctype/payment_request/payment_request.py
View File

@ -45,21 +45,20 @@ class PaymentRequest(Document):
frappe.throw(_("To create a Payment Request reference document is required"))
def validate_payment_request_amount(self):
existing_payment_request_amount = get_existing_payment_request_amount(
self.reference_doctype, self.reference_name
existing_payment_request_amount = flt(
get_existing_payment_request_amount(self.reference_doctype, self.reference_name)
)
if existing_payment_request_amount:
ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name)
if hasattr(ref_doc, "order_type") and getattr(ref_doc, "order_type") != "Shopping Cart":
ref_amount = get_amount(ref_doc, self.payment_account)
ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name)
if not hasattr(ref_doc, "order_type") or getattr(ref_doc, "order_type") != "Shopping Cart":
ref_amount = get_amount(ref_doc, self.payment_account)
if existing_payment_request_amount + flt(self.grand_total) > ref_amount:
frappe.throw(
_("Total Payment Request amount cannot be greater than {0} amount").format(
self.reference_doctype
)
if existing_payment_request_amount + flt(self.grand_total) > ref_amount:
frappe.throw(
_("Total Payment Request amount cannot be greater than {0} amount").format(
self.reference_doctype
)
)
def validate_currency(self):
ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name)

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

@ -472,7 +472,7 @@
"description": "If rate is zero them item will be treated as \"Free Item\"",
"fieldname": "free_item_rate",
"fieldtype": "Currency",
"label": "Rate"
"label": "Free Item Rate"
},
{
"collapsible": 1,
@ -608,7 +608,7 @@
"icon": "fa fa-gift",
"idx": 1,
"links": [],
"modified": "2022-10-13 19:05:35.056304",
"modified": "2023-02-14 04:53:34.887358",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Pricing Rule",

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

@ -1426,6 +1426,7 @@
},
{
"default": "0",
"depends_on": "apply_tds",
"fieldname": "tax_withholding_net_total",
"fieldtype": "Currency",
"hidden": 1,
@ -1435,12 +1436,13 @@
"read_only": 1
},
{
"depends_on": "apply_tds",
"fieldname": "base_tax_withholding_net_total",
"fieldtype": "Currency",
"hidden": 1,
"label": "Base Tax Withholding Net Total",
"no_copy": 1,
"options": "currency",
"options": "Company:company:default_currency",
"print_hide": 1,
"read_only": 1
},
@ -1554,7 +1556,7 @@
"idx": 204,
"is_submittable": 1,
"links": [],
"modified": "2022-12-12 18:37:38.142688",
"modified": "2023-01-28 19:18:56.586321",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",

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

@ -1776,6 +1776,8 @@
"width": "50%"
},
{
"fetch_from": "sales_partner.commission_rate",
"fetch_if_empty": 1,
"fieldname": "commission_rate",
"fieldtype": "Float",
"hide_days": 1,
@ -2141,7 +2143,7 @@
"link_fieldname": "consolidated_invoice"
}
],
"modified": "2022-12-12 18:34:33.409895",
"modified": "2023-01-28 19:45:47.538163",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

10
erpnext/accounts/party.py
View File

@ -211,7 +211,13 @@ def set_address_details(
else:
party_details.update(get_company_address(company))
if doctype and doctype in ["Delivery Note", "Sales Invoice", "Sales Order", "Quotation"]:
if doctype and doctype in [
"Delivery Note",
"Sales Invoice",
"Sales Order",
"Quotation",
"POS Invoice",
]:
if party_details.company_address:
party_details.update(
get_fetch_values(doctype, "company_address", party_details.company_address)
@ -544,7 +550,7 @@ def get_due_date_from_template(template_name, posting_date, bill_date):
elif term.due_date_based_on == "Day(s) after the end of the invoice month":
due_date = max(due_date, add_days(get_last_day(due_date), term.credit_days))
else:
due_date = max(due_date, add_months(get_last_day(due_date), term.credit_months))
due_date = max(due_date, get_last_day(add_months(due_date, term.credit_months)))
return due_date

28
erpnext/accounts/report/asset_depreciations_and_balances/asset_depreciations_and_balances.py
View File

@ -135,6 +135,34 @@ def get_assets(filters):
where a.docstatus=1 and a.company=%(company)s and a.purchase_date <= %(to_date)s and ads.asset = a.name and ads.docstatus=1 and ads.name = ds.parent and ifnull(ds.journal_entry, '') != ''
group by a.asset_category
union
SELECT a.asset_category,
ifnull(sum(case when gle.posting_date < %(from_date)s and (ifnull(a.disposal_date, 0) = 0 or a.disposal_date >= %(from_date)s) then
gle.debit
else
0
end), 0) as accumulated_depreciation_as_on_from_date,
ifnull(sum(case when ifnull(a.disposal_date, 0) != 0 and a.disposal_date >= %(from_date)s
and a.disposal_date <= %(to_date)s and gle.posting_date <= a.disposal_date then
gle.debit
else
0
end), 0) as depreciation_eliminated_during_the_period,
ifnull(sum(case when gle.posting_date >= %(from_date)s and gle.posting_date <= %(to_date)s
and (ifnull(a.disposal_date, 0) = 0 or gle.posting_date <= a.disposal_date) then
gle.debit
else
0
end), 0) as depreciation_amount_during_the_period
from `tabGL Entry` gle
join `tabAsset` a on
gle.against_voucher = a.name
join `tabAsset Category Account` aca on
aca.parent = a.asset_category and aca.company_name = %(company)s
join `tabCompany` company on
company.name = %(company)s
where a.docstatus=1 and a.company=%(company)s and a.calculate_depreciation=0 and a.purchase_date <= %(to_date)s and gle.debit != 0 and gle.is_cancelled = 0 and gle.account = ifnull(aca.depreciation_expense_account, company.depreciation_expense_account)
group by a.asset_category
union
SELECT a.asset_category,
ifnull(sum(case when ifnull(a.disposal_date, 0) != 0 and (a.disposal_date < %(from_date)s or a.disposal_date > %(to_date)s) then
0

6
erpnext/accounts/report/general_ledger/general_ledger.py
View File

@ -526,7 +526,7 @@ def get_columns(filters):
"options": "GL Entry",
"hidden": 1,
},
{"label": _("Posting Date"), "fieldname": "posting_date", "fieldtype": "Date", "width": 90},
{"label": _("Posting Date"), "fieldname": "posting_date", "fieldtype": "Date", "width": 100},
{
"label": _("Account"),
"fieldname": "account",
@ -538,13 +538,13 @@ def get_columns(filters):
"label": _("Debit ({0})").format(currency),
"fieldname": "debit",
"fieldtype": "Float",
"width": 100,
"width": 130,
},
{
"label": _("Credit ({0})").format(currency),
"fieldname": "credit",
"fieldtype": "Float",
"width": 100,
"width": 130,
},
{
"label": _("Balance ({0})").format(currency),

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

@ -50,6 +50,20 @@ frappe.query_reports["Gross Profit"] = {
"fieldtype": "Link",
"options": "Sales Person"
},
{
"fieldname": "warehouse",
"label": __("Warehouse"),
"fieldtype": "Link",
"options": "Warehouse",
"get_query": function () {
var company = frappe.query_report.get_filter_value('company');
return {
filters: [
["Warehouse", "company", "=", company]
]
};
},
},
],
"tree": true,
"name_field": "parent",

37
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -655,10 +655,35 @@ class GrossProfitGenerator(object):
return self.calculate_buying_amount_from_sle(
row, my_sle, parenttype, parent, item_row, item_code
)
elif row.sales_order and row.so_detail:
incoming_amount = self.get_buying_amount_from_so_dn(row.sales_order, row.so_detail, item_code)
if incoming_amount:
return incoming_amount
else:
return flt(row.qty) * self.get_average_buying_rate(row, item_code)
return 0.0
return flt(row.qty) * self.get_average_buying_rate(row, item_code)
def get_buying_amount_from_so_dn(self, sales_order, so_detail, item_code):
from frappe.query_builder.functions import Sum
delivery_note = frappe.qb.DocType("Delivery Note")
delivery_note_item = frappe.qb.DocType("Delivery Note Item")
query = (
frappe.qb.from_(delivery_note)
.inner_join(delivery_note_item)
.on(delivery_note.name == delivery_note_item.parent)
.select(Sum(delivery_note_item.incoming_rate * delivery_note_item.stock_qty))
.where(delivery_note.docstatus == 1)
.where(delivery_note_item.item_code == item_code)
.where(delivery_note_item.against_sales_order == sales_order)
.where(delivery_note_item.so_detail == so_detail)
.groupby(delivery_note_item.item_code)
)
incoming_amount = query.run()
return flt(incoming_amount[0][0]) if incoming_amount else 0
def get_average_buying_rate(self, row, item_code):
args = row
@ -750,6 +775,13 @@ class GrossProfitGenerator(object):
if self.filters.get("item_code"):
conditions += " and `tabSales Invoice Item`.item_code = %(item_code)s"
if self.filters.get("warehouse"):
warehouse_details = frappe.db.get_value(
"Warehouse", self.filters.get("warehouse"), ["lft", "rgt"], as_dict=1
)
if warehouse_details:
conditions += f" and `tabSales Invoice Item`.warehouse in (select name from `tabWarehouse` wh where wh.lft >= {warehouse_details.lft} and wh.rgt <= {warehouse_details.rgt} and warehouse = wh.name)"
self.si_list = frappe.db.sql(
"""
select
@ -760,7 +792,8 @@ class GrossProfitGenerator(object):
`tabSales Invoice`.territory, `tabSales Invoice Item`.item_code,
`tabSales Invoice Item`.item_name, `tabSales Invoice Item`.description,
`tabSales Invoice Item`.warehouse, `tabSales Invoice Item`.item_group,
`tabSales Invoice Item`.brand, `tabSales Invoice Item`.dn_detail,
`tabSales Invoice Item`.brand, `tabSales Invoice Item`.so_detail,
`tabSales Invoice Item`.sales_order, `tabSales Invoice Item`.dn_detail,
`tabSales Invoice Item`.delivery_note, `tabSales Invoice Item`.stock_qty as qty,
`tabSales Invoice Item`.base_net_rate, `tabSales Invoice Item`.base_net_amount,
`tabSales Invoice Item`.name as "item_row", `tabSales Invoice`.is_return,

79
erpnext/accounts/report/gross_profit/test_gross_profit.py
View File

@ -302,3 +302,82 @@ class TestGrossProfit(FrappeTestCase):
columns, data = execute(filters=filters)
self.assertGreater(len(data), 0)
def test_order_connected_dn_and_inv(self):
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
"""
Test gp calculation when invoice and delivery note aren't directly connected.
SO -- INV
|
DN
"""
se = make_stock_entry(
company=self.company,
item_code=self.item,
target=self.warehouse,
qty=3,
basic_rate=100,
do_not_submit=True,
)
item = se.items[0]
se.append(
"items",
{
"item_code": item.item_code,
"s_warehouse": item.s_warehouse,
"t_warehouse": item.t_warehouse,
"qty": 10,
"basic_rate": 200,
"conversion_factor": item.conversion_factor or 1.0,
"transfer_qty": flt(item.qty) * (flt(item.conversion_factor) or 1.0),
"serial_no": item.serial_no,
"batch_no": item.batch_no,
"cost_center": item.cost_center,
"expense_account": item.expense_account,
},
)
se = se.save().submit()
so = make_sales_order(
customer=self.customer,
company=self.company,
warehouse=self.warehouse,
item=self.item,
qty=4,
do_not_save=False,
do_not_submit=False,
)
from erpnext.selling.doctype.sales_order.sales_order import (
make_delivery_note,
make_sales_invoice,
)
make_delivery_note(so.name).submit()
sinv = make_sales_invoice(so.name).submit()
filters = frappe._dict(
company=self.company, from_date=nowdate(), to_date=nowdate(), group_by="Invoice"
)
columns, data = execute(filters=filters)
expected_entry = {
"parent_invoice": sinv.name,
"currency": "INR",
"sales_invoice": self.item,
"customer": self.customer,
"posting_date": frappe.utils.datetime.date.fromisoformat(nowdate()),
"item_code": self.item,
"item_name": self.item,
"warehouse": "Stores - _GP",
"qty": 4.0,
"avg._selling_rate": 100.0,
"valuation_rate": 125.0,
"selling_amount": 400.0,
"buying_amount": 500.0,
"gross_profit": -100.0,
"gross_profit_%": -25.0,
}
gp_entry = [x for x in data if x.parent_invoice == sinv.name]
self.assertDictContainsSubset(expected_entry, gp_entry[0])

7
erpnext/accounts/utils.py
View File

@ -1512,9 +1512,12 @@ def update_voucher_outstanding(voucher_type, voucher_no, account, party_type, pa
ref_doc = frappe.get_doc(voucher_type, voucher_no)
# Didn't use db_set for optimisation purpose
ref_doc.outstanding_amount = outstanding["outstanding_in_account_currency"]
ref_doc.outstanding_amount = outstanding["outstanding_in_account_currency"] or 0.0
frappe.db.set_value(
voucher_type, voucher_no, "outstanding_amount", outstanding["outstanding_in_account_currency"]
voucher_type,
voucher_no,
"outstanding_amount",
outstanding["outstanding_in_account_currency"] or 0.0,
)
ref_doc.set_status(update=True)

73
erpnext/assets/doctype/asset/asset.js
View File

@ -209,23 +209,20 @@ frappe.ui.form.on('Asset', {
return
}
var x_intervals = [frm.doc.purchase_date];
var x_intervals = [frappe.format(frm.doc.purchase_date, { fieldtype: 'Date' })];
var asset_values = [frm.doc.gross_purchase_amount];
var last_depreciation_date = frm.doc.purchase_date;
if(frm.doc.opening_accumulated_depreciation) {
last_depreciation_date = frappe.datetime.add_months(frm.doc.next_depreciation_date,
-1*frm.doc.frequency_of_depreciation);
if(frm.doc.calculate_depreciation) {
if(frm.doc.opening_accumulated_depreciation) {
var depreciation_date = frappe.datetime.add_months(
frm.doc.finance_books[0].depreciation_start_date,
-1 * frm.doc.finance_books[0].frequency_of_depreciation
);
x_intervals.push(frappe.format(depreciation_date, { fieldtype: 'Date' }));
asset_values.push(flt(frm.doc.gross_purchase_amount - frm.doc.opening_accumulated_depreciation, precision('gross_purchase_amount')));
}
x_intervals.push(last_depreciation_date);
asset_values.push(flt(frm.doc.gross_purchase_amount) -
flt(frm.doc.opening_accumulated_depreciation));
}
let depr_schedule = [];
if (frm.doc.finance_books.length == 1) {
depr_schedule = (await frappe.call(
let depr_schedule = (await frappe.call(
"erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule.get_depr_schedule",
{
asset_name: frm.doc.name,
@ -233,27 +230,41 @@ frappe.ui.form.on('Asset', {
finance_book: frm.doc.finance_books[0].finance_book || null
}
)).message;
$.each(depr_schedule || [], function(i, v) {
x_intervals.push(frappe.format(v.schedule_date, { fieldtype: 'Date' }));
var asset_value = flt(frm.doc.gross_purchase_amount - v.accumulated_depreciation_amount, precision('gross_purchase_amount'));
if(v.journal_entry) {
asset_values.push(asset_value);
} else {
if (in_list(["Scrapped", "Sold"], frm.doc.status)) {
asset_values.push(null);
} else {
asset_values.push(asset_value)
}
}
});
} else {
if(frm.doc.opening_accumulated_depreciation) {
x_intervals.push(frappe.format(frm.doc.creation.split(" ")[0], { fieldtype: 'Date' }));
asset_values.push(flt(frm.doc.gross_purchase_amount - frm.doc.opening_accumulated_depreciation, precision('gross_purchase_amount')));
}
let depr_entries = (await frappe.call({
method: "get_manual_depreciation_entries",
doc: frm.doc,
})).message;
$.each(depr_entries || [], function(i, v) {
x_intervals.push(frappe.format(v.posting_date, { fieldtype: 'Date' }));
let last_asset_value = asset_values[asset_values.length - 1]
asset_values.push(flt(last_asset_value - v.value, precision('gross_purchase_amount')));
});
}
$.each(depr_schedule || [], function(i, v) {
x_intervals.push(v.schedule_date);
var asset_value = flt(frm.doc.gross_purchase_amount) - flt(v.accumulated_depreciation_amount);
if(v.journal_entry) {
last_depreciation_date = v.schedule_date;
asset_values.push(asset_value);
} else {
if (in_list(["Scrapped", "Sold"], frm.doc.status)) {
asset_values.push(null);
} else {
asset_values.push(asset_value)
}
}
});
if(in_list(["Scrapped", "Sold"], frm.doc.status)) {
x_intervals.push(frm.doc.disposal_date);
x_intervals.push(frappe.format(frm.doc.disposal_date, { fieldtype: 'Date' }));
asset_values.push(0);
last_depreciation_date = frm.doc.disposal_date;
}
frm.dashboard.render_graph({

8
erpnext/assets/doctype/asset/asset.json
View File

@ -509,9 +509,15 @@
"group": "Depreciation",
"link_doctype": "Asset Depreciation Schedule",
"link_fieldname": "asset"
},
{
"group": "Journal Entry",
"link_doctype": "Journal Entry",
"link_fieldname": "reference_name",
"table_fieldname": "accounts"
}
],
"modified": "2023-01-17 00:25:30.387242",
"modified": "2023-02-02 00:03:11.706427",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset",

113
erpnext/assets/doctype/asset/asset.py
View File

@ -36,7 +36,6 @@ from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_sched
get_depr_schedule,
make_draft_asset_depr_schedules,
make_draft_asset_depr_schedules_if_not_present,
set_draft_asset_depr_schedule_details,
update_draft_asset_depr_schedules,
)
from erpnext.controllers.accounts_controller import AccountsController
@ -240,17 +239,6 @@ class Asset(AccountsController):
self.get_depreciation_rate(d, on_validate=True), d.precision("rate_of_depreciation")
)
def _get_value_after_depreciation(self, finance_book):
# value_after_depreciation - current Asset value
if self.docstatus == 1 and finance_book.value_after_depreciation:
value_after_depreciation = flt(finance_book.value_after_depreciation)
else:
value_after_depreciation = flt(self.gross_purchase_amount) - flt(
self.opening_accumulated_depreciation
)
return value_after_depreciation
# if it returns True, depreciation_amount will not be equal for the first and last rows
def check_is_pro_rata(self, row):
has_pro_rata = False
@ -392,18 +380,23 @@ class Asset(AccountsController):
movement.cancel()
def delete_depreciation_entries(self):
for row in self.get("finance_books"):
depr_schedule = get_depr_schedule(self.name, "Active", row.finance_book)
if self.calculate_depreciation:
for row in self.get("finance_books"):
depr_schedule = get_depr_schedule(self.name, "Active", row.finance_book)
for d in depr_schedule or []:
if d.journal_entry:
frappe.get_doc("Journal Entry", d.journal_entry).cancel()
d.db_set("journal_entry", None)
for d in depr_schedule or []:
if d.journal_entry:
frappe.get_doc("Journal Entry", d.journal_entry).cancel()
else:
depr_entries = self.get_manual_depreciation_entries()
self.db_set(
"value_after_depreciation",
(flt(self.gross_purchase_amount) - flt(self.opening_accumulated_depreciation)),
)
for depr_entry in depr_entries or []:
frappe.get_doc("Journal Entry", depr_entry.name).cancel()
self.db_set(
"value_after_depreciation",
(flt(self.gross_purchase_amount) - flt(self.opening_accumulated_depreciation)),
)
def set_status(self, status=None):
"""Get and update status"""
@ -420,11 +413,14 @@ class Asset(AccountsController):
if self.journal_entry_for_scrap:
status = "Scrapped"
elif self.finance_books:
idx = self.get_default_finance_book_idx() or 0
else:
expected_value_after_useful_life = 0
value_after_depreciation = self.value_after_depreciation
expected_value_after_useful_life = self.finance_books[idx].expected_value_after_useful_life
value_after_depreciation = self.finance_books[idx].value_after_depreciation
if self.calculate_depreciation:
idx = self.get_default_finance_book_idx() or 0
expected_value_after_useful_life = self.finance_books[idx].expected_value_after_useful_life
value_after_depreciation = self.finance_books[idx].value_after_depreciation
if flt(value_after_depreciation) <= expected_value_after_useful_life:
status = "Fully Depreciated"
@ -434,6 +430,19 @@ class Asset(AccountsController):
status = "Cancelled"
return status
def get_value_after_depreciation(self, finance_book=None):
if not self.calculate_depreciation:
return flt(self.value_after_depreciation, self.precision("gross_purchase_amount"))
if not finance_book:
return flt(
self.get("finance_books")[0].value_after_depreciation, self.precision("gross_purchase_amount")
)
for row in self.get("finance_books"):
if finance_book == row.finance_book:
return flt(row.value_after_depreciation, self.precision("gross_purchase_amount"))
def get_default_finance_book_idx(self):
if not self.get("default_finance_book") and self.company:
self.default_finance_book = erpnext.get_default_finance_book(self.company)
@ -443,6 +452,44 @@ class Asset(AccountsController):
if d.finance_book == self.default_finance_book:
return cint(d.idx) - 1
@frappe.whitelist()
def get_manual_depreciation_entries(self):
(_, _, depreciation_expense_account) = get_depreciation_accounts(self)
gle = frappe.qb.DocType("GL Entry")
records = (
frappe.qb.from_(gle)
.select(gle.voucher_no.as_("name"), gle.debit.as_("value"), gle.posting_date)
.where(gle.against_voucher == self.name)
.where(gle.account == depreciation_expense_account)
.where(gle.debit != 0)
.where(gle.is_cancelled == 0)
.orderby(gle.posting_date)
.orderby(gle.creation)
).run(as_dict=True)
return records
@erpnext.allow_regional
def get_depreciation_amount(self, depreciable_value, fb_row):
if fb_row.depreciation_method in ("Straight Line", "Manual"):
# if the Depreciation Schedule is being prepared for the first time
if not self.flags.increase_in_asset_life:
depreciation_amount = (
flt(self.gross_purchase_amount) - flt(fb_row.expected_value_after_useful_life)
) / flt(fb_row.total_number_of_depreciations)
# if the Depreciation Schedule is being modified after Asset Repair
else:
depreciation_amount = (
flt(fb_row.value_after_depreciation) - flt(fb_row.expected_value_after_useful_life)
) / (date_diff(self.to_date, self.available_for_use_date) / 365)
else:
depreciation_amount = flt(depreciable_value * (flt(fb_row.rate_of_depreciation) / 100))
return depreciation_amount
def validate_make_gl_entry(self):
purchase_document = self.get_purchase_document()
if not purchase_document:
@ -603,7 +650,6 @@ def update_maintenance_status():
def make_post_gl_entry():
asset_categories = frappe.db.get_all("Asset Category", fields=["name", "enable_cwip_accounting"])
for asset_category in asset_categories:
@ -756,7 +802,7 @@ def make_journal_entry(asset_name):
depreciation_expense_account,
) = get_depreciation_accounts(asset)
depreciation_cost_center, depreciation_series = frappe.db.get_value(
depreciation_cost_center, depreciation_series = frappe.get_cached_value(
"Company", asset.company, ["depreciation_cost_center", "series_for_depreciation_entry"]
)
depreciation_cost_center = asset.cost_center or depreciation_cost_center
@ -821,6 +867,13 @@ def is_cwip_accounting_enabled(asset_category):
return cint(frappe.db.get_value("Asset Category", asset_category, "enable_cwip_accounting"))
@frappe.whitelist()
def get_asset_value_after_depreciation(asset_name, finance_book=None):
asset = frappe.get_doc("Asset", asset_name)
return asset.get_value_after_depreciation(finance_book)
def get_total_days(date, frequency):
period_start_date = add_months(date, cint(frequency) * -1)
@ -886,7 +939,7 @@ def update_existing_asset(asset, remaining_qty, new_asset_name):
)
new_asset_depr_schedule_doc = frappe.copy_doc(current_asset_depr_schedule_doc)
set_draft_asset_depr_schedule_details(new_asset_depr_schedule_doc, asset, row)
new_asset_depr_schedule_doc.set_draft_asset_depr_schedule_details(asset, row)
accumulated_depreciation = 0
@ -938,7 +991,7 @@ def create_new_asset_after_split(asset, split_qty):
)
new_asset_depr_schedule_doc = frappe.copy_doc(current_asset_depr_schedule_doc)
set_draft_asset_depr_schedule_details(new_asset_depr_schedule_doc, new_asset, row)
new_asset_depr_schedule_doc.set_draft_asset_depr_schedule_details(new_asset, row)
accumulated_depreciation = 0

29
erpnext/assets/doctype/asset/depreciation.py
View File

@ -4,7 +4,17 @@
import frappe
from frappe import _
from frappe.utils import add_months, cint, flt, get_link_to_form, getdate, nowdate, today
from frappe.utils import (
add_months,
cint,
flt,
get_last_day,
get_link_to_form,
getdate,
is_last_day_of_the_month,
nowdate,
today,
)
from frappe.utils.user import get_users_with_role
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
@ -158,7 +168,7 @@ def make_depreciation_entry(asset_depr_schedule_name, date=None):
row.value_after_depreciation -= d.depreciation_amount
row.db_update()
frappe.db.set_value("Asset", asset_name, "depr_entry_posting_status", "Successful")
asset.db_set("depr_entry_posting_status", "Successful")
asset.set_status()
@ -400,6 +410,9 @@ def disposal_was_made_on_original_schedule_date(schedule_idx, row, posting_date_
row.depreciation_start_date, schedule_idx * cint(row.frequency_of_depreciation)
)
if is_last_day_of_the_month(row.depreciation_start_date):
orginal_schedule_date = get_last_day(orginal_schedule_date)
if orginal_schedule_date == posting_date_of_disposal:
return True
@ -520,18 +533,8 @@ def get_asset_details(asset, finance_book=None):
disposal_account, depreciation_cost_center = get_disposal_account_and_cost_center(asset.company)
depreciation_cost_center = asset.cost_center or depreciation_cost_center
idx = 1
if finance_book:
for d in asset.finance_books:
if d.finance_book == finance_book:
idx = d.idx
break
value_after_depreciation = asset.get_value_after_depreciation(finance_book)
value_after_depreciation = (
asset.finance_books[idx - 1].value_after_depreciation
if asset.calculate_depreciation
else asset.value_after_depreciation
)
accumulated_depr_amount = flt(asset.gross_purchase_amount) - flt(value_after_depreciation)
return (

47
erpnext/assets/doctype/asset/test_asset.py
View File

@ -16,6 +16,7 @@ from frappe.utils import (
nowdate,
)
from erpnext.accounts.doctype.journal_entry.test_journal_entry import make_journal_entry
from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
from erpnext.assets.doctype.asset.asset import (
make_sales_invoice,
@ -28,7 +29,6 @@ from erpnext.assets.doctype.asset.depreciation import (
scrap_asset,
)
from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
clear_depr_schedule,
get_asset_depr_schedule_doc,
get_depr_schedule,
)
@ -924,11 +924,6 @@ class TestDepreciationBasics(AssetSetup):
def test_get_depreciation_amount(self):
"""Tests if get_depreciation_amount() returns the right value."""
from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
get_depreciation_amount,
)
asset = create_asset(item_code="Macbook Pro", available_for_use_date="2019-12-31")
asset.calculate_depreciation = 1
@ -943,7 +938,7 @@ class TestDepreciationBasics(AssetSetup):
},
)
depreciation_amount = get_depreciation_amount(asset, 100000, asset.finance_books[0])
depreciation_amount = asset.get_depreciation_amount(100000, asset.finance_books[0])
self.assertEqual(depreciation_amount, 30000)
def test_make_depr_schedule(self):
@ -1259,7 +1254,7 @@ class TestDepreciationBasics(AssetSetup):
asset_depr_schedule_doc = get_asset_depr_schedule_doc(asset.name, "Active")
clear_depr_schedule(asset_depr_schedule_doc)
asset_depr_schedule_doc.clear_depr_schedule()
self.assertEqual(len(asset_depr_schedule_doc.get("depreciation_schedule")), 1)
@ -1308,19 +1303,19 @@ class TestDepreciationBasics(AssetSetup):
asset_depr_schedule_doc_1 = get_asset_depr_schedule_doc(
asset.name, "Active", "Test Finance Book 1"
)
clear_depr_schedule(asset_depr_schedule_doc_1)
asset_depr_schedule_doc_1.clear_depr_schedule()
self.assertEqual(len(asset_depr_schedule_doc_1.get("depreciation_schedule")), 3)
asset_depr_schedule_doc_2 = get_asset_depr_schedule_doc(
asset.name, "Active", "Test Finance Book 2"
)
clear_depr_schedule(asset_depr_schedule_doc_2)
asset_depr_schedule_doc_2.clear_depr_schedule()
self.assertEqual(len(asset_depr_schedule_doc_2.get("depreciation_schedule")), 3)
asset_depr_schedule_doc_3 = get_asset_depr_schedule_doc(
asset.name, "Active", "Test Finance Book 3"
)
clear_depr_schedule(asset_depr_schedule_doc_3)
asset_depr_schedule_doc_3.clear_depr_schedule()
self.assertEqual(len(asset_depr_schedule_doc_3.get("depreciation_schedule")), 0)
def test_depreciation_schedules_are_set_up_for_multiple_finance_books(self):
@ -1503,6 +1498,36 @@ class TestDepreciationBasics(AssetSetup):
for i, schedule in enumerate(get_depr_schedule(asset.name, "Active")):
self.assertEqual(getdate(expected_dates[i]), getdate(schedule.schedule_date))
def test_manual_depreciation_for_existing_asset(self):
asset = create_asset(
item_code="Macbook Pro",
is_existing_asset=1,
purchase_date="2020-01-30",
available_for_use_date="2020-01-30",
submit=1,
)
self.assertEqual(asset.status, "Submitted")
self.assertEqual(asset.get("value_after_depreciation"), 100000)
jv = make_journal_entry(
"_Test Depreciations - _TC", "_Test Accumulated Depreciations - _TC", 100, save=False
)
for d in jv.accounts:
d.reference_type = "Asset"
d.reference_name = asset.name
jv.voucher_type = "Depreciation Entry"
jv.insert()
jv.submit()
asset.reload()
self.assertEqual(asset.get("value_after_depreciation"), 99900)
jv.cancel()
asset.reload()
self.assertEqual(asset.get("value_after_depreciation"), 100000)
def create_asset_data():
if not frappe.db.exists("Asset Category", "Computers"):

10
erpnext/assets/doctype/asset_capitalization/asset_capitalization.py
View File

@ -10,6 +10,7 @@ from frappe import _
from frappe.utils import cint, flt, get_link_to_form
import erpnext
from erpnext.assets.doctype.asset.asset import get_asset_value_after_depreciation
from erpnext.assets.doctype.asset.depreciation import (
depreciate_asset,
get_gl_entries_on_asset_disposal,
@ -21,9 +22,6 @@ from erpnext.assets.doctype.asset_category.asset_category import get_asset_categ
from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
make_new_active_asset_depr_schedules_and_cancel_current_ones,
)
from erpnext.assets.doctype.asset_value_adjustment.asset_value_adjustment import (
get_current_asset_value,
)
from erpnext.controllers.stock_controller import StockController
from erpnext.setup.doctype.brand.brand import get_brand_defaults
from erpnext.setup.doctype.item_group.item_group import get_item_group_defaults
@ -261,7 +259,9 @@ class AssetCapitalization(StockController):
for d in self.get("asset_items"):
if d.asset:
finance_book = d.get("finance_book") or self.get("finance_book")
d.current_asset_value = flt(get_current_asset_value(d.asset, finance_book=finance_book))
d.current_asset_value = flt(
get_asset_value_after_depreciation(d.asset, finance_book=finance_book)
)
d.asset_value = get_value_after_depreciation_on_disposal_date(
d.asset, self.posting_date, finance_book=finance_book
)
@ -713,7 +713,7 @@ def get_consumed_asset_details(args):
if args.asset:
out.current_asset_value = flt(
get_current_asset_value(args.asset, finance_book=args.finance_book)
get_asset_value_after_depreciation(args.asset, finance_book=args.finance_book)
)
out.asset_value = get_value_after_depreciation_on_disposal_date(
args.asset, args.posting_date, finance_book=args.finance_book

597
erpnext/assets/doctype/asset_depreciation_schedule/asset_depreciation_schedule.py
View File

@ -4,17 +4,7 @@
import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import (
add_days,
add_months,
cint,
date_diff,
flt,
get_last_day,
is_last_day_of_the_month,
)
import erpnext
from frappe.utils import add_days, add_months, cint, flt, get_last_day, is_last_day_of_the_month
class AssetDepreciationSchedule(Document):
@ -83,7 +73,267 @@ class AssetDepreciationSchedule(Document):
)
asset_finance_book_doc = frappe.get_doc("Asset Finance Book", asset_finance_book_name)
prepare_draft_asset_depr_schedule_data(self, asset_doc, asset_finance_book_doc)
self.prepare_draft_asset_depr_schedule_data(asset_doc, asset_finance_book_doc)
def prepare_draft_asset_depr_schedule_data(
self,
asset_doc,
row,
date_of_disposal=None,
date_of_return=None,
update_asset_finance_book_row=True,
):
self.set_draft_asset_depr_schedule_details(asset_doc, row)
self.make_depr_schedule(asset_doc, row, date_of_disposal, update_asset_finance_book_row)
self.set_accumulated_depreciation(row, date_of_disposal, date_of_return)
def set_draft_asset_depr_schedule_details(self, asset_doc, row):
self.asset = asset_doc.name
self.finance_book = row.finance_book
self.finance_book_id = row.idx
self.opening_accumulated_depreciation = asset_doc.opening_accumulated_depreciation
self.depreciation_method = row.depreciation_method
self.total_number_of_depreciations = row.total_number_of_depreciations
self.frequency_of_depreciation = row.frequency_of_depreciation
self.rate_of_depreciation = row.rate_of_depreciation
self.expected_value_after_useful_life = row.expected_value_after_useful_life
self.status = "Draft"
def make_depr_schedule(
self, asset_doc, row, date_of_disposal, update_asset_finance_book_row=True
):
if row.depreciation_method != "Manual" and not self.get("depreciation_schedule"):
self.depreciation_schedule = []
if not asset_doc.available_for_use_date:
return
start = self.clear_depr_schedule()
self._make_depr_schedule(asset_doc, row, start, date_of_disposal, update_asset_finance_book_row)
def clear_depr_schedule(self):
start = 0
num_of_depreciations_completed = 0
depr_schedule = []
for schedule in self.get("depreciation_schedule"):
if schedule.journal_entry:
num_of_depreciations_completed += 1
depr_schedule.append(schedule)
else:
start = num_of_depreciations_completed
break
self.depreciation_schedule = depr_schedule
return start
def _make_depr_schedule(
self, asset_doc, row, start, date_of_disposal, update_asset_finance_book_row
):
asset_doc.validate_asset_finance_books(row)
value_after_depreciation = _get_value_after_depreciation_for_making_schedule(asset_doc, row)
row.value_after_depreciation = value_after_depreciation
if update_asset_finance_book_row:
row.db_update()
number_of_pending_depreciations = cint(row.total_number_of_depreciations) - cint(
asset_doc.number_of_depreciations_booked
)
has_pro_rata = asset_doc.check_is_pro_rata(row)
if has_pro_rata:
number_of_pending_depreciations += 1
skip_row = False
should_get_last_day = is_last_day_of_the_month(row.depreciation_start_date)
for n in range(start, number_of_pending_depreciations):
# If depreciation is already completed (for double declining balance)
if skip_row:
continue
depreciation_amount = asset_doc.get_depreciation_amount(value_after_depreciation, row)
if not has_pro_rata or n < cint(number_of_pending_depreciations) - 1:
schedule_date = add_months(
row.depreciation_start_date, n * cint(row.frequency_of_depreciation)
)
if should_get_last_day:
schedule_date = get_last_day(schedule_date)
# schedule date will be a year later from start date
# so monthly schedule date is calculated by removing 11 months from it
monthly_schedule_date = add_months(schedule_date, -row.frequency_of_depreciation + 1)
# if asset is being sold or scrapped
if date_of_disposal:
from_date = asset_doc.available_for_use_date
if self.depreciation_schedule:
from_date = self.depreciation_schedule[-1].schedule_date
depreciation_amount, days, months = asset_doc.get_pro_rata_amt(
row, depreciation_amount, from_date, date_of_disposal
)
if depreciation_amount > 0:
self.add_depr_schedule_row(
date_of_disposal,
depreciation_amount,
row.depreciation_method,
)
break
# For first row
if has_pro_rata and not asset_doc.opening_accumulated_depreciation and n == 0:
from_date = add_days(
asset_doc.available_for_use_date, -1
) # needed to calc depr amount for available_for_use_date too
depreciation_amount, days, months = asset_doc.get_pro_rata_amt(
row, depreciation_amount, from_date, row.depreciation_start_date
)
# For first depr schedule date will be the start date
# so monthly schedule date is calculated by removing
# month difference between use date and start date
monthly_schedule_date = add_months(row.depreciation_start_date, -months + 1)
# For last row
elif has_pro_rata and n == cint(number_of_pending_depreciations) - 1:
if not asset_doc.flags.increase_in_asset_life:
# In case of increase_in_asset_life, the asset.to_date is already set on asset_repair submission
asset_doc.to_date = add_months(
asset_doc.available_for_use_date,
(n + asset_doc.number_of_depreciations_booked) * cint(row.frequency_of_depreciation),
)
depreciation_amount_without_pro_rata = depreciation_amount
depreciation_amount, days, months = asset_doc.get_pro_rata_amt(
row, depreciation_amount, schedule_date, asset_doc.to_date
)
depreciation_amount = self.get_adjusted_depreciation_amount(
depreciation_amount_without_pro_rata, depreciation_amount
)
monthly_schedule_date = add_months(schedule_date, 1)
schedule_date = add_days(schedule_date, days)
last_schedule_date = schedule_date
if not depreciation_amount:
continue
value_after_depreciation -= flt(
depreciation_amount, asset_doc.precision("gross_purchase_amount")
)
# Adjust depreciation amount in the last period based on the expected value after useful life
if row.expected_value_after_useful_life and (
(
n == cint(number_of_pending_depreciations) - 1
and value_after_depreciation != row.expected_value_after_useful_life
)
or value_after_depreciation < row.expected_value_after_useful_life
):
depreciation_amount += value_after_depreciation - row.expected_value_after_useful_life
skip_row = True
if depreciation_amount > 0:
self.add_depr_schedule_row(
schedule_date,
depreciation_amount,
row.depreciation_method,
)
# to ensure that final accumulated depreciation amount is accurate
def get_adjusted_depreciation_amount(
self, depreciation_amount_without_pro_rata, depreciation_amount_for_last_row
):
if not self.opening_accumulated_depreciation:
depreciation_amount_for_first_row = self.get_depreciation_amount_for_first_row()
if (
depreciation_amount_for_first_row + depreciation_amount_for_last_row
!= depreciation_amount_without_pro_rata
):
depreciation_amount_for_last_row = (
depreciation_amount_without_pro_rata - depreciation_amount_for_first_row
)
return depreciation_amount_for_last_row
def get_depreciation_amount_for_first_row(self):
return self.get("depreciation_schedule")[0].depreciation_amount
def add_depr_schedule_row(
self,
schedule_date,
depreciation_amount,
depreciation_method,
):
self.append(
"depreciation_schedule",
{
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": depreciation_method,
},
)
def set_accumulated_depreciation(
self,
row,
date_of_disposal=None,
date_of_return=None,
ignore_booked_entry=False,
):
straight_line_idx = [
d.idx for d in self.get("depreciation_schedule") if d.depreciation_method == "Straight Line"
]
accumulated_depreciation = flt(self.opening_accumulated_depreciation)
value_after_depreciation = flt(row.value_after_depreciation)
for i, d in enumerate(self.get("depreciation_schedule")):
if ignore_booked_entry and d.journal_entry:
continue
depreciation_amount = flt(d.depreciation_amount, d.precision("depreciation_amount"))
value_after_depreciation -= flt(depreciation_amount)
# for the last row, if depreciation method = Straight Line
if (
straight_line_idx
and i == max(straight_line_idx) - 1
and not date_of_disposal
and not date_of_return
):
depreciation_amount += flt(
value_after_depreciation - flt(row.expected_value_after_useful_life),
d.precision("depreciation_amount"),
)
d.depreciation_amount = depreciation_amount
accumulated_depreciation += d.depreciation_amount
d.accumulated_depreciation_amount = flt(
accumulated_depreciation, d.precision("accumulated_depreciation_amount")
)
def _get_value_after_depreciation_for_making_schedule(asset_doc, fb_row):
if asset_doc.docstatus == 1 and fb_row.value_after_depreciation:
value_after_depreciation = flt(fb_row.value_after_depreciation)
else:
value_after_depreciation = flt(asset_doc.gross_purchase_amount) - flt(
asset_doc.opening_accumulated_depreciation
)
return value_after_depreciation
def make_draft_asset_depr_schedules_if_not_present(asset_doc):
@ -108,7 +358,7 @@ def make_draft_asset_depr_schedules(asset_doc):
def make_draft_asset_depr_schedule(asset_doc, row):
asset_depr_schedule_doc = frappe.new_doc("Asset Depreciation Schedule")
prepare_draft_asset_depr_schedule_data(asset_depr_schedule_doc, asset_doc, row)
asset_depr_schedule_doc.prepare_draft_asset_depr_schedule_data(asset_doc, row)
asset_depr_schedule_doc.insert()
@ -120,41 +370,11 @@ def update_draft_asset_depr_schedules(asset_doc):
if not asset_depr_schedule_doc:
continue
prepare_draft_asset_depr_schedule_data(asset_depr_schedule_doc, asset_doc, row)
asset_depr_schedule_doc.prepare_draft_asset_depr_schedule_data(asset_doc, row)
asset_depr_schedule_doc.save()
def prepare_draft_asset_depr_schedule_data(
asset_depr_schedule_doc,
asset_doc,
row,
date_of_disposal=None,
date_of_return=None,
update_asset_finance_book_row=True,
):
set_draft_asset_depr_schedule_details(asset_depr_schedule_doc, asset_doc, row)
make_depr_schedule(
asset_depr_schedule_doc, asset_doc, row, date_of_disposal, update_asset_finance_book_row
)
set_accumulated_depreciation(asset_depr_schedule_doc, row, date_of_disposal, date_of_return)
def set_draft_asset_depr_schedule_details(asset_depr_schedule_doc, asset_doc, row):
asset_depr_schedule_doc.asset = asset_doc.name
asset_depr_schedule_doc.finance_book = row.finance_book
asset_depr_schedule_doc.finance_book_id = row.idx
asset_depr_schedule_doc.opening_accumulated_depreciation = (
asset_doc.opening_accumulated_depreciation
)
asset_depr_schedule_doc.depreciation_method = row.depreciation_method
asset_depr_schedule_doc.total_number_of_depreciations = row.total_number_of_depreciations
asset_depr_schedule_doc.frequency_of_depreciation = row.frequency_of_depreciation
asset_depr_schedule_doc.rate_of_depreciation = row.rate_of_depreciation
asset_depr_schedule_doc.expected_value_after_useful_life = row.expected_value_after_useful_life
asset_depr_schedule_doc.status = "Draft"
def convert_draft_asset_depr_schedules_into_active(asset_doc):
for row in asset_doc.get("finance_books"):
asset_depr_schedule_doc = get_asset_depr_schedule_doc(asset_doc.name, "Draft", row.finance_book)
@ -192,8 +412,8 @@ def make_new_active_asset_depr_schedules_and_cancel_current_ones(
new_asset_depr_schedule_doc = frappe.copy_doc(current_asset_depr_schedule_doc)
make_depr_schedule(new_asset_depr_schedule_doc, asset_doc, row, date_of_disposal)
set_accumulated_depreciation(new_asset_depr_schedule_doc, row, date_of_disposal, date_of_return)
new_asset_depr_schedule_doc.make_depr_schedule(asset_doc, row, date_of_disposal)
new_asset_depr_schedule_doc.set_accumulated_depreciation(row, date_of_disposal, date_of_return)
new_asset_depr_schedule_doc.notes = notes
@ -208,8 +428,7 @@ def get_temp_asset_depr_schedule_doc(
):
asset_depr_schedule_doc = frappe.new_doc("Asset Depreciation Schedule")
prepare_draft_asset_depr_schedule_data(
asset_depr_schedule_doc,
asset_depr_schedule_doc.prepare_draft_asset_depr_schedule_data(
asset_doc,
row,
date_of_disposal,
@ -220,21 +439,6 @@ def get_temp_asset_depr_schedule_doc(
return asset_depr_schedule_doc
def get_asset_depr_schedule_name(asset_name, status, finance_book=None):
finance_book_filter = ["finance_book", "is", "not set"]
if finance_book:
finance_book_filter = ["finance_book", "=", finance_book]
return frappe.db.get_value(
doctype="Asset Depreciation Schedule",
filters=[
["asset", "=", asset_name],
finance_book_filter,
["status", "=", status],
],
)
@frappe.whitelist()
def get_depr_schedule(asset_name, status, finance_book=None):
asset_depr_schedule_doc = get_asset_depr_schedule_doc(asset_name, status, finance_book)
@ -256,261 +460,16 @@ def get_asset_depr_schedule_doc(asset_name, status, finance_book=None):
return asset_depr_schedule_doc
def make_depr_schedule(
asset_depr_schedule_doc, asset_doc, row, date_of_disposal, update_asset_finance_book_row=True
):
if row.depreciation_method != "Manual" and not asset_depr_schedule_doc.get(
"depreciation_schedule"
):
asset_depr_schedule_doc.depreciation_schedule = []
def get_asset_depr_schedule_name(asset_name, status, finance_book=None):
finance_book_filter = ["finance_book", "is", "not set"]
if finance_book:
finance_book_filter = ["finance_book", "=", finance_book]
if not asset_doc.available_for_use_date:
return
start = clear_depr_schedule(asset_depr_schedule_doc)
_make_depr_schedule(
asset_depr_schedule_doc, asset_doc, row, start, date_of_disposal, update_asset_finance_book_row
return frappe.db.get_value(
doctype="Asset Depreciation Schedule",
filters=[
["asset", "=", asset_name],
finance_book_filter,
["status", "=", status],
],
)
def clear_depr_schedule(asset_depr_schedule_doc):
start = 0
num_of_depreciations_completed = 0
depr_schedule = []
for schedule in asset_depr_schedule_doc.get("depreciation_schedule"):
if schedule.journal_entry:
num_of_depreciations_completed += 1
depr_schedule.append(schedule)
else:
start = num_of_depreciations_completed
break
asset_depr_schedule_doc.depreciation_schedule = depr_schedule
return start
def _make_depr_schedule(
asset_depr_schedule_doc, asset_doc, row, start, date_of_disposal, update_asset_finance_book_row
):
asset_doc.validate_asset_finance_books(row)
value_after_depreciation = asset_doc._get_value_after_depreciation(row)
row.value_after_depreciation = value_after_depreciation
if update_asset_finance_book_row:
row.db_update()
number_of_pending_depreciations = cint(row.total_number_of_depreciations) - cint(
asset_doc.number_of_depreciations_booked
)
has_pro_rata = asset_doc.check_is_pro_rata(row)
if has_pro_rata:
number_of_pending_depreciations += 1
skip_row = False
should_get_last_day = is_last_day_of_the_month(row.depreciation_start_date)
for n in range(start, number_of_pending_depreciations):
# If depreciation is already completed (for double declining balance)
if skip_row:
continue
depreciation_amount = get_depreciation_amount(asset_doc, value_after_depreciation, row)
if not has_pro_rata or n < cint(number_of_pending_depreciations) - 1:
schedule_date = add_months(row.depreciation_start_date, n * cint(row.frequency_of_depreciation))
if should_get_last_day:
schedule_date = get_last_day(schedule_date)
# schedule date will be a year later from start date
# so monthly schedule date is calculated by removing 11 months from it
monthly_schedule_date = add_months(schedule_date, -row.frequency_of_depreciation + 1)
# if asset is being sold or scrapped
if date_of_disposal:
from_date = asset_doc.available_for_use_date
if asset_depr_schedule_doc.depreciation_schedule:
from_date = asset_depr_schedule_doc.depreciation_schedule[-1].schedule_date
depreciation_amount, days, months = asset_doc.get_pro_rata_amt(
row, depreciation_amount, from_date, date_of_disposal
)
if depreciation_amount > 0:
add_depr_schedule_row(
asset_depr_schedule_doc,
date_of_disposal,
depreciation_amount,
row.depreciation_method,
)
break
# For first row
if has_pro_rata and not asset_doc.opening_accumulated_depreciation and n == 0:
from_date = add_days(
asset_doc.available_for_use_date, -1
) # needed to calc depr amount for available_for_use_date too
depreciation_amount, days, months = asset_doc.get_pro_rata_amt(
row, depreciation_amount, from_date, row.depreciation_start_date
)
# For first depr schedule date will be the start date
# so monthly schedule date is calculated by removing
# month difference between use date and start date
monthly_schedule_date = add_months(row.depreciation_start_date, -months + 1)
# For last row
elif has_pro_rata and n == cint(number_of_pending_depreciations) - 1:
if not asset_doc.flags.increase_in_asset_life:
# In case of increase_in_asset_life, the asset.to_date is already set on asset_repair submission
asset_doc.to_date = add_months(
asset_doc.available_for_use_date,
(n + asset_doc.number_of_depreciations_booked) * cint(row.frequency_of_depreciation),
)
depreciation_amount_without_pro_rata = depreciation_amount
depreciation_amount, days, months = asset_doc.get_pro_rata_amt(
row, depreciation_amount, schedule_date, asset_doc.to_date
)
depreciation_amount = get_adjusted_depreciation_amount(
asset_depr_schedule_doc, depreciation_amount_without_pro_rata, depreciation_amount
)
monthly_schedule_date = add_months(schedule_date, 1)
schedule_date = add_days(schedule_date, days)
last_schedule_date = schedule_date
if not depreciation_amount:
continue
value_after_depreciation -= flt(
depreciation_amount, asset_doc.precision("gross_purchase_amount")
)
# Adjust depreciation amount in the last period based on the expected value after useful life
if row.expected_value_after_useful_life and (
(
n == cint(number_of_pending_depreciations) - 1
and value_after_depreciation != row.expected_value_after_useful_life
)
or value_after_depreciation < row.expected_value_after_useful_life
):
depreciation_amount += value_after_depreciation - row.expected_value_after_useful_life
skip_row = True
if depreciation_amount > 0:
add_depr_schedule_row(
asset_depr_schedule_doc,
schedule_date,
depreciation_amount,
row.depreciation_method,
)
# to ensure that final accumulated depreciation amount is accurate
def get_adjusted_depreciation_amount(
asset_depr_schedule_doc, depreciation_amount_without_pro_rata, depreciation_amount_for_last_row
):
if not asset_depr_schedule_doc.opening_accumulated_depreciation:
depreciation_amount_for_first_row = get_depreciation_amount_for_first_row(
asset_depr_schedule_doc
)
if (
depreciation_amount_for_first_row + depreciation_amount_for_last_row
!= depreciation_amount_without_pro_rata
):
depreciation_amount_for_last_row = (
depreciation_amount_without_pro_rata - depreciation_amount_for_first_row
)
return depreciation_amount_for_last_row
def get_depreciation_amount_for_first_row(asset_depr_schedule_doc):
return asset_depr_schedule_doc.get("depreciation_schedule")[0].depreciation_amount
@erpnext.allow_regional
def get_depreciation_amount(asset_doc, depreciable_value, row):
if row.depreciation_method in ("Straight Line", "Manual"):
# if the Depreciation Schedule is being prepared for the first time
if not asset_doc.flags.increase_in_asset_life:
depreciation_amount = (
flt(asset_doc.gross_purchase_amount) - flt(row.expected_value_after_useful_life)
) / flt(row.total_number_of_depreciations)
# if the Depreciation Schedule is being modified after Asset Repair
else:
depreciation_amount = (
flt(row.value_after_depreciation) - flt(row.expected_value_after_useful_life)
) / (date_diff(asset_doc.to_date, asset_doc.available_for_use_date) / 365)
else:
depreciation_amount = flt(depreciable_value * (flt(row.rate_of_depreciation) / 100))
return depreciation_amount
def add_depr_schedule_row(
asset_depr_schedule_doc,
schedule_date,
depreciation_amount,
depreciation_method,
):
asset_depr_schedule_doc.append(
"depreciation_schedule",
{
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": depreciation_method,
},
)
def set_accumulated_depreciation(
asset_depr_schedule_doc,
row,
date_of_disposal=None,
date_of_return=None,
ignore_booked_entry=False,
):
straight_line_idx = [
d.idx
for d in asset_depr_schedule_doc.get("depreciation_schedule")
if d.depreciation_method == "Straight Line"
]
accumulated_depreciation = flt(asset_depr_schedule_doc.opening_accumulated_depreciation)
value_after_depreciation = flt(row.value_after_depreciation)
for i, d in enumerate(asset_depr_schedule_doc.get("depreciation_schedule")):
if ignore_booked_entry and d.journal_entry:
continue
depreciation_amount = flt(d.depreciation_amount, d.precision("depreciation_amount"))
value_after_depreciation -= flt(depreciation_amount)
# for the last row, if depreciation method = Straight Line
if (
straight_line_idx
and i == max(straight_line_idx) - 1
and not date_of_disposal
and not date_of_return
):
depreciation_amount += flt(
value_after_depreciation - flt(row.expected_value_after_useful_life),
d.precision("depreciation_amount"),
)
d.depreciation_amount = depreciation_amount
accumulated_depreciation += d.depreciation_amount
d.accumulated_depreciation_amount = flt(
accumulated_depreciation, d.precision("accumulated_depreciation_amount")
)

3
erpnext/assets/doctype/asset_repair/asset_repair.py
View File

@ -91,6 +91,9 @@ class AssetRepair(AccountsController):
make_new_active_asset_depr_schedules_and_cancel_current_ones(self.asset_doc, notes)
self.asset_doc.save()
def after_delete(self):
frappe.get_doc("Asset", self.asset).set_status()
def check_repair_status(self):
if self.repair_status == "Pending":
frappe.throw(_("Please update Repair Status."))

17
erpnext/assets/doctype/asset_repair/test_asset_repair.py
View File

@ -6,7 +6,10 @@ import unittest
import frappe
from frappe.utils import flt, nowdate
from erpnext.assets.doctype.asset.asset import get_asset_account
from erpnext.assets.doctype.asset.asset import (
get_asset_account,
get_asset_value_after_depreciation,
)
from erpnext.assets.doctype.asset.test_asset import (
create_asset,
create_asset_data,
@ -109,20 +112,20 @@ class TestAssetRepair(unittest.TestCase):
def test_increase_in_asset_value_due_to_stock_consumption(self):
asset = create_asset(calculate_depreciation=1, submit=1)
initial_asset_value = get_asset_value(asset)
initial_asset_value = get_asset_value_after_depreciation(asset.name)
asset_repair = create_asset_repair(asset=asset, stock_consumption=1, submit=1)
asset.reload()
increase_in_asset_value = get_asset_value(asset) - initial_asset_value
increase_in_asset_value = get_asset_value_after_depreciation(asset.name) - initial_asset_value
self.assertEqual(asset_repair.stock_items[0].total_value, increase_in_asset_value)
def test_increase_in_asset_value_due_to_repair_cost_capitalisation(self):
asset = create_asset(calculate_depreciation=1, submit=1)
initial_asset_value = get_asset_value(asset)
initial_asset_value = get_asset_value_after_depreciation(asset.name)
asset_repair = create_asset_repair(asset=asset, capitalize_repair_cost=1, submit=1)
asset.reload()
increase_in_asset_value = get_asset_value(asset) - initial_asset_value
increase_in_asset_value = get_asset_value_after_depreciation(asset.name) - initial_asset_value
self.assertEqual(asset_repair.repair_cost, increase_in_asset_value)
def test_purchase_invoice(self):
@ -256,10 +259,6 @@ class TestAssetRepair(unittest.TestCase):
)
def get_asset_value(asset):
return asset.finance_books[0].value_after_depreciation
def num_of_depreciations(asset):
return asset.finance_books[0].total_number_of_depreciations

2
erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js
View File

@ -47,7 +47,7 @@ frappe.ui.form.on('Asset Value Adjustment', {
set_current_asset_value: function(frm) {
if (frm.doc.asset) {
frm.call({
method: "erpnext.assets.doctype.asset_value_adjustment.asset_value_adjustment.get_current_asset_value",
method: "erpnext.assets.doctype.asset.asset.get_asset_value_after_depreciation",
args: {
asset: frm.doc.asset,
finance_book: frm.doc.finance_book

18
erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
View File

@ -10,11 +10,10 @@ from frappe.utils import date_diff, flt, formatdate, get_link_to_form, getdate
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
get_checks_for_pl_and_bs_accounts,
)
from erpnext.assets.doctype.asset.asset import get_asset_value_after_depreciation
from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts
from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
get_asset_depr_schedule_doc,
get_depreciation_amount,
set_accumulated_depreciation,
)
@ -46,7 +45,7 @@ class AssetValueAdjustment(Document):
def set_current_asset_value(self):
if not self.current_asset_value and self.asset:
self.current_asset_value = get_current_asset_value(self.asset, self.finance_book)
self.current_asset_value = get_asset_value_after_depreciation(self.asset, self.finance_book)
def make_depreciation_entry(self):
asset = frappe.get_doc("Asset", self.asset)
@ -163,7 +162,7 @@ class AssetValueAdjustment(Document):
depreciation_amount = days * rate_per_day
from_date = data.schedule_date
else:
depreciation_amount = get_depreciation_amount(asset, value_after_depreciation, d)
depreciation_amount = asset.get_depreciation_amount(value_after_depreciation, d)
if depreciation_amount:
value_after_depreciation -= flt(depreciation_amount)
@ -171,18 +170,9 @@ class AssetValueAdjustment(Document):
d.db_update()
set_accumulated_depreciation(new_asset_depr_schedule_doc, d, ignore_booked_entry=True)
new_asset_depr_schedule_doc.set_accumulated_depreciation(d, ignore_booked_entry=True)
for asset_data in depr_schedule:
if not asset_data.journal_entry:
asset_data.db_update()
new_asset_depr_schedule_doc.submit()
@frappe.whitelist()
def get_current_asset_value(asset, finance_book=None):
cond = {"parent": asset, "parenttype": "Asset"}
if finance_book:
cond.update({"finance_book": finance_book})
return frappe.db.get_value("Asset Finance Book", cond, "value_after_depreciation")

8
erpnext/assets/doctype/asset_value_adjustment/test_asset_value_adjustment.py
View File

@ -6,13 +6,11 @@ import unittest
import frappe
from frappe.utils import add_days, get_last_day, nowdate
from erpnext.assets.doctype.asset.asset import get_asset_value_after_depreciation
from erpnext.assets.doctype.asset.test_asset import create_asset_data
from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
get_asset_depr_schedule_doc,
)
from erpnext.assets.doctype.asset_value_adjustment.asset_value_adjustment import (
get_current_asset_value,
)
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
@ -46,7 +44,7 @@ class TestAssetValueAdjustment(unittest.TestCase):
)
asset_doc.submit()
current_value = get_current_asset_value(asset_doc.name)
current_value = get_asset_value_after_depreciation(asset_doc.name)
self.assertEqual(current_value, 100000.0)
def test_asset_depreciation_value_adjustment(self):
@ -79,7 +77,7 @@ class TestAssetValueAdjustment(unittest.TestCase):
first_asset_depr_schedule = get_asset_depr_schedule_doc(asset_doc.name, "Active")
self.assertEquals(first_asset_depr_schedule.status, "Active")
current_value = get_current_asset_value(asset_doc.name)
current_value = get_asset_value_after_depreciation(asset_doc.name)
adj_doc = make_asset_value_adjustment(
asset=asset_doc.name, current_asset_value=current_value, new_asset_value=50000.0
)

70
erpnext/assets/report/fixed_asset_register/fixed_asset_register.py
View File

@ -4,6 +4,7 @@
import frappe
from frappe import _
from frappe.query_builder.functions import Sum
from frappe.utils import cstr, flt, formatdate, getdate
from erpnext.accounts.report.financial_statements import (
@ -11,6 +12,8 @@ from erpnext.accounts.report.financial_statements import (
get_period_list,
validate_fiscal_year,
)
from erpnext.assets.doctype.asset.asset import get_asset_value_after_depreciation
from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts
def execute(filters=None):
@ -85,6 +88,7 @@ def get_data(filters):
"asset_name",
"status",
"department",
"company",
"cost_center",
"calculate_depreciation",
"purchase_receipt",
@ -98,8 +102,21 @@ def get_data(filters):
]
assets_record = frappe.db.get_all("Asset", filters=conditions, fields=fields)
assets_linked_to_fb = frappe.db.get_all(
doctype="Asset Finance Book",
filters={"finance_book": filters.finance_book or ("is", "not set")},
pluck="parent",
)
for asset in assets_record:
asset_value = get_asset_value(asset, filters.finance_book)
if filters.finance_book:
if asset.asset_id not in assets_linked_to_fb:
continue
else:
if asset.calculate_depreciation and asset.asset_id not in assets_linked_to_fb:
continue
asset_value = get_asset_value_after_depreciation(asset.asset_id, filters.finance_book)
row = {
"asset_id": asset.asset_id,
"asset_name": asset.asset_name,
@ -110,7 +127,7 @@ def get_data(filters):
or pi_supplier_map.get(asset.purchase_invoice),
"gross_purchase_amount": asset.gross_purchase_amount,
"opening_accumulated_depreciation": asset.opening_accumulated_depreciation,
"depreciated_amount": depreciation_amount_map.get(asset.asset_id) or 0.0,
"depreciated_amount": get_depreciation_amount_of_asset(asset, depreciation_amount_map, filters),
"available_for_use_date": asset.available_for_use_date,
"location": asset.location,
"asset_category": asset.asset_category,
@ -122,21 +139,6 @@ def get_data(filters):
return data
def get_asset_value(asset, finance_book=None):
if not asset.calculate_depreciation:
return flt(asset.gross_purchase_amount) - flt(asset.opening_accumulated_depreciation)
finance_book_filter = ["finance_book", "is", "not set"]
if finance_book:
finance_book_filter = ["finance_book", "=", finance_book]
return frappe.db.get_value(
doctype="Asset Finance Book",
filters=[["parent", "=", asset.asset_id], finance_book_filter],
fieldname="value_after_depreciation",
)
def prepare_chart_data(data, filters):
labels_values_map = {}
date_field = frappe.scrub(filters.date_based_on)
@ -182,6 +184,15 @@ def prepare_chart_data(data, filters):
}
def get_depreciation_amount_of_asset(asset, depreciation_amount_map, filters):
if asset.calculate_depreciation:
depr_amount = depreciation_amount_map.get(asset.asset_id) or 0.0
else:
depr_amount = get_manual_depreciation_amount_of_asset(asset, filters)
return flt(depr_amount, 2)
def get_finance_book_value_map(filters):
date = filters.to_date if filters.filter_based_on == "Date Range" else filters.year_end_date
@ -203,6 +214,31 @@ def get_finance_book_value_map(filters):
)
def get_manual_depreciation_amount_of_asset(asset, filters):
date = filters.to_date if filters.filter_based_on == "Date Range" else filters.year_end_date
(_, _, depreciation_expense_account) = get_depreciation_accounts(asset)
gle = frappe.qb.DocType("GL Entry")
result = (
frappe.qb.from_(gle)
.select(Sum(gle.debit))
.where(gle.against_voucher == asset.asset_id)
.where(gle.account == depreciation_expense_account)
.where(gle.debit != 0)
.where(gle.is_cancelled == 0)
.where(gle.posting_date <= date)
).run()
if result and result[0] and result[0][0]:
depr_amount = result[0][0]
else:
depr_amount = 0
return depr_amount
def get_purchase_receipt_supplier_map():
return frappe._dict(
frappe.db.sql(

11
erpnext/bulk_transaction/doctype/bulk_transaction_log/test_bulk_transaction_log.py
View File

@ -15,17 +15,6 @@ class TestBulkTransactionLog(unittest.TestCase):
create_customer()
create_item()
def test_for_single_record(self):
so_name = create_so()
transaction_processing([{"name": so_name}], "Sales Order", "Sales Invoice")
data = frappe.db.get_list(
"Sales Invoice",
filters={"posting_date": date.today(), "customer": "Bulk Customer"},
fields=["*"],
)
if not data:
self.fail("No Sales Invoice Created !")
def test_entry_in_log(self):
so_name = create_so()
transaction_processing([{"name": so_name}], "Sales Order", "Sales Invoice")

6
erpnext/buying/doctype/purchase_order/purchase_order.json
View File

@ -1221,6 +1221,7 @@
},
{
"default": "0",
"depends_on": "apply_tds",
"fieldname": "tax_withholding_net_total",
"fieldtype": "Currency",
"hidden": 1,
@ -1230,12 +1231,13 @@
"read_only": 1
},
{
"depends_on": "apply_tds",
"fieldname": "base_tax_withholding_net_total",
"fieldtype": "Currency",
"hidden": 1,
"label": "Base Tax Withholding Net Total",
"no_copy": 1,
"options": "currency",
"options": "Company:company:default_currency",
"print_hide": 1,
"read_only": 1
},
@ -1269,7 +1271,7 @@
"idx": 105,
"is_submittable": 1,
"links": [],
"modified": "2022-12-25 18:08:59.074182",
"modified": "2023-01-28 18:59:16.322824",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order",

7
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -10,6 +10,7 @@ from frappe.utils import add_days, flt, getdate, nowdate
from frappe.utils.data import today
from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
from erpnext.accounts.party import get_due_date_from_template
from erpnext.buying.doctype.purchase_order.purchase_order import make_inter_company_sales_order
from erpnext.buying.doctype.purchase_order.purchase_order import (
make_purchase_invoice as make_pi_from_po,
@ -685,6 +686,12 @@ class TestPurchaseOrder(FrappeTestCase):
else:
raise Exception
def test_default_payment_terms(self):
due_date = get_due_date_from_template(
"_Test Payment Term Template 1", "2023-02-03", None
).strftime("%Y-%m-%d")
self.assertEqual(due_date, "2023-03-31")
def test_terms_are_not_copied_if_automatically_fetch_payment_terms_is_unchecked(self):
po = create_purchase_order(do_not_save=1)
po.payment_terms_template = "_Test Payment Term Template"

3
erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
View File

@ -124,12 +124,11 @@ frappe.ui.form.on("Request for Quotation",{
frappe.urllib.get_full_url(
"/api/method/erpnext.buying.doctype.request_for_quotation.request_for_quotation.get_pdf?" +
new URLSearchParams({
doctype: frm.doc.doctype,
name: frm.doc.name,
supplier: data.supplier,
print_format: data.print_format || "Standard",
language: data.language || frappe.boot.lang,
letter_head: data.letter_head || frm.doc.letter_head || "",
letterhead: data.letter_head || frm.doc.letter_head || "",
}).toString()
)
);

9
erpnext/buying/doctype/request_for_quotation/request_for_quotation.json
View File

@ -29,6 +29,7 @@
"message_for_supplier",
"terms_section_break",
"incoterm",
"named_place",
"tc_name",
"terms",
"printing_settings",
@ -278,13 +279,19 @@
"fieldtype": "Link",
"label": "Incoterm",
"options": "Incoterm"
},
{
"depends_on": "incoterm",
"fieldname": "named_place",
"fieldtype": "Data",
"label": "Named Place"
}
],
"icon": "fa fa-shopping-cart",
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2022-11-17 17:26:33.770993",
"modified": "2023-01-31 23:22:06.684694",
"modified_by": "Administrator",
"module": "Buying",
"name": "Request for Quotation",

35
erpnext/buying/doctype/request_for_quotation/request_for_quotation.py
View File

@ -3,6 +3,7 @@
import json
from typing import Optional
import frappe
from frappe import _
@ -388,24 +389,26 @@ def create_rfq_items(sq_doc, supplier, data):
@frappe.whitelist()
def get_pdf(doctype, name, supplier, print_format=None, language=None, letter_head=None):
# permissions get checked in `download_pdf`
if doc := get_rfq_doc(doctype, name, supplier):
download_pdf(
doctype,
name,
print_format,
doc=doc,
language=language,
letter_head=letter_head or None,
)
def get_rfq_doc(doctype, name, supplier):
def get_pdf(
name: str,
supplier: str,
print_format: Optional[str] = None,
language: Optional[str] = None,
letterhead: Optional[str] = None,
):
doc = frappe.get_doc("Request for Quotation", name)
if supplier:
doc = frappe.get_doc(doctype, name)
doc.update_supplier_part_no(supplier)
return doc
# permissions get checked in `download_pdf`
download_pdf(
doc.doctype,
doc.name,
print_format,
doc=doc,
language=language,
letterhead=letterhead or None,
)
@frappe.whitelist()

6
erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py
View File

@ -8,6 +8,7 @@ from frappe.utils import nowdate
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import (
create_supplier_quotation,
get_pdf,
make_supplier_quotation_from_rfq,
)
from erpnext.crm.doctype.opportunity.opportunity import make_request_for_quotation as make_rfq
@ -124,6 +125,11 @@ class TestRequestforQuotation(FrappeTestCase):
rfq.status = "Draft"
rfq.submit()
def test_get_pdf(self):
rfq = make_request_for_quotation()
get_pdf(rfq.name, rfq.get("suppliers")[0].supplier)
self.assertEqual(frappe.local.response.type, "pdf")
def make_request_for_quotation(**args):
"""

58
erpnext/buying/report/procurement_tracker/test_procurement_tracker.py
View File

@ -15,60 +15,4 @@ from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
class TestProcurementTracker(FrappeTestCase):
def test_result_for_procurement_tracker(self):
filters = {"company": "_Test Procurement Company", "cost_center": "Main - _TPC"}
expected_data = self.generate_expected_data()
report = execute(filters)
length = len(report[1])
self.assertEqual(expected_data, report[1][length - 1])
def generate_expected_data(self):
if not frappe.db.exists("Company", "_Test Procurement Company"):
frappe.get_doc(
dict(
doctype="Company",
company_name="_Test Procurement Company",
abbr="_TPC",
default_currency="INR",
country="Pakistan",
)
).insert()
warehouse = create_warehouse("_Test Procurement Warehouse", company="_Test Procurement Company")
mr = make_material_request(
company="_Test Procurement Company", warehouse=warehouse, cost_center="Main - _TPC"
)
po = make_purchase_order(mr.name)
po.supplier = "_Test Supplier"
po.get("items")[0].cost_center = "Main - _TPC"
po.submit()
pr = make_purchase_receipt(po.name)
pr.get("items")[0].cost_center = "Main - _TPC"
pr.submit()
date_obj = datetime.date(datetime.now())
po.load_from_db()
expected_data = {
"material_request_date": date_obj,
"cost_center": "Main - _TPC",
"project": None,
"requesting_site": "_Test Procurement Warehouse - _TPC",
"requestor": "Administrator",
"material_request_no": mr.name,
"item_code": "_Test Item",
"quantity": 10.0,
"unit_of_measurement": "_Test UOM",
"status": "To Bill",
"purchase_order_date": date_obj,
"purchase_order": po.name,
"supplier": "_Test Supplier",
"estimated_cost": 0.0,
"actual_cost": 0.0,
"purchase_order_amt": po.net_total,
"purchase_order_amt_in_company_currency": po.base_net_total,
"expected_delivery_date": date_obj,
"actual_delivery_date": date_obj,
}
return expected_data
pass

2
erpnext/controllers/buying_controller.py
View File

@ -712,6 +712,8 @@ class BuyingController(SubcontractingController):
asset.purchase_date = self.posting_date
asset.supplier = self.supplier
elif self.docstatus == 2:
if asset.docstatus == 2:
continue
if asset.docstatus == 0:
asset.set(field, None)
asset.supplier = None

3
erpnext/controllers/sales_and_purchase_return.py
View File

@ -252,6 +252,7 @@ def get_already_returned_items(doc):
child.parent = par.name and par.docstatus = 1
and par.is_return = 1 and par.return_against = %s
group by item_code
for update
""".format(
column, doc.doctype, doc.doctype
),
@ -305,7 +306,7 @@ def get_returned_qty_map_for_row(return_against, party, row_name, doctype):
fields += ["sum(abs(`tab{0}`.received_stock_qty)) as received_stock_qty".format(child_doctype)]
# Used retrun against and supplier and is_retrun because there is an index added for it
data = frappe.db.get_list(
data = frappe.get_all(
doctype,
fields=fields,
filters=[

9
erpnext/controllers/subcontracting_controller.py
View File

@ -409,7 +409,14 @@ class SubcontractingController(StockController):
if self.available_materials.get(key) and self.available_materials[key]["batch_no"]:
new_rm_obj = None
for batch_no, batch_qty in self.available_materials[key]["batch_no"].items():
if batch_qty >= qty:
if batch_qty >= qty or (
rm_obj.consumed_qty == 0
and self.backflush_based_on == "BOM"
and len(self.available_materials[key]["batch_no"]) == 1
):
if rm_obj.consumed_qty == 0:
self.__set_consumed_qty(rm_obj, qty)
self.__set_batch_no_as_per_qty(item_row, rm_obj, batch_no, qty)
self.available_materials[key]["batch_no"][batch_no] -= qty
return

6
erpnext/crm/doctype/lead/lead.json
View File

@ -312,7 +312,8 @@
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"print_hide": 1
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "language",
@ -514,11 +515,10 @@
"idx": 5,
"image_field": "image",
"links": [],
"modified": "2022-10-13 12:42:04.277879",
"modified": "2023-01-24 18:20:05.044791",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",
"name_case": "Title Case",
"naming_rule": "By \"Naming Series\" field",
"owner": "Administrator",
"permissions": [

3
erpnext/crm/doctype/lead/lead.py
View File

@ -282,6 +282,7 @@ def _make_customer(source_name, target_doc=None, ignore_permissions=False):
"contact_no": "phone_1",
"fax": "fax_1",
},
"field_no_map": ["disabled"],
}
},
target_doc,
@ -390,7 +391,7 @@ def get_lead_details(lead, posting_date=None, company=None):
{
"territory": lead.territory,
"customer_name": lead.company_name or lead.lead_name,
"contact_display": " ".join(filter(None, [lead.salutation, lead.lead_name])),
"contact_display": " ".join(filter(None, [lead.lead_name])),
"contact_email": lead.email_id,
"contact_mobile": lead.mobile_no,
"contact_phone": lead.phone,

7
erpnext/crm/doctype/lead_source/lead_source.json
View File

@ -26,10 +26,11 @@
}
],
"links": [],
"modified": "2021-02-08 12:51:48.971517",
"modified": "2023-02-10 00:51:44.973957",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead Source",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
@ -58,5 +59,7 @@
],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC"
"sort_order": "DESC",
"states": [],
"translated_doctype": 1
}

7
erpnext/crm/doctype/sales_stage/sales_stage.json
View File

@ -18,10 +18,11 @@
}
],
"links": [],
"modified": "2020-05-20 12:22:01.866472",
"modified": "2023-02-10 01:40:23.713390",
"modified_by": "Administrator",
"module": "CRM",
"name": "Sales Stage",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
@ -40,5 +41,7 @@
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
"states": [],
"track_changes": 1,
"translated_doctype": 1
}

36
erpnext/loan_management/report/loan_interest_report/loan_interest_report.js
View File

@ -11,6 +11,40 @@ frappe.query_reports["Loan Interest Report"] = {
"options": "Company",
"default": frappe.defaults.get_user_default("Company"),
"reqd": 1
}
},
{
"fieldname":"applicant_type",
"label": __("Applicant Type"),
"fieldtype": "Select",
"options": ["Customer", "Employee"],
"reqd": 1,
"default": "Customer",
on_change: function() {
frappe.query_report.set_filter_value('applicant', "");
}
},
{
"fieldname": "applicant",
"label": __("Applicant"),
"fieldtype": "Dynamic Link",
"get_options": function() {
var applicant_type = frappe.query_report.get_filter_value('applicant_type');
var applicant = frappe.query_report.get_filter_value('applicant');
if(applicant && !applicant_type) {
frappe.throw(__("Please select Applicant Type first"));
}
return applicant_type;
}
},
{
"fieldname":"from_date",
"label": __("From Date"),
"fieldtype": "Date",
},
{
"fieldname":"to_date",
"label": __("From Date"),
"fieldtype": "Date",
},
]
};

51
erpnext/loan_management/report/loan_interest_report/loan_interest_report.py
View File

@ -13,12 +13,12 @@ from erpnext.loan_management.report.applicant_wise_loan_security_exposure.applic
def execute(filters=None):
columns = get_columns(filters)
columns = get_columns()
data = get_active_loan_details(filters)
return columns, data
def get_columns(filters):
def get_columns():
columns = [
{"label": _("Loan"), "fieldname": "loan", "fieldtype": "Link", "options": "Loan", "width": 160},
{"label": _("Status"), "fieldname": "status", "fieldtype": "Data", "width": 160},
@ -70,6 +70,13 @@ def get_columns(filters):
"options": "currency",
"width": 120,
},
{
"label": _("Accrued Principal"),
"fieldname": "accrued_principal",
"fieldtype": "Currency",
"options": "currency",
"width": 120,
},
{
"label": _("Total Repayment"),
"fieldname": "total_repayment",
@ -137,11 +144,16 @@ def get_columns(filters):
def get_active_loan_details(filters):
filter_obj = {"status": ("!=", "Closed")}
filter_obj = {
"status": ("!=", "Closed"),
"docstatus": 1,
}
if filters.get("company"):
filter_obj.update({"company": filters.get("company")})
if filters.get("applicant"):
filter_obj.update({"applicant": filters.get("applicant")})
loan_details = frappe.get_all(
"Loan",
fields=[
@ -167,8 +179,8 @@ def get_active_loan_details(filters):
sanctioned_amount_map = get_sanctioned_amount_map()
penal_interest_rate_map = get_penal_interest_rate_map()
payments = get_payments(loan_list)
accrual_map = get_interest_accruals(loan_list)
payments = get_payments(loan_list, filters)
accrual_map = get_interest_accruals(loan_list, filters)
currency = erpnext.get_company_currency(filters.get("company"))
for loan in loan_details:
@ -183,6 +195,7 @@ def get_active_loan_details(filters):
- flt(loan.written_off_amount),
"total_repayment": flt(payments.get(loan.loan)),
"accrued_interest": flt(accrual_map.get(loan.loan, {}).get("accrued_interest")),
"accrued_principal": flt(accrual_map.get(loan.loan, {}).get("accrued_principal")),
"interest_outstanding": flt(accrual_map.get(loan.loan, {}).get("interest_outstanding")),
"penalty": flt(accrual_map.get(loan.loan, {}).get("penalty")),
"penalty_interest": penal_interest_rate_map.get(loan.loan_type),
@ -212,20 +225,35 @@ def get_sanctioned_amount_map():
)
def get_payments(loans):
def get_payments(loans, filters):
query_filters = {"against_loan": ("in", loans)}
if filters.get("from_date"):
query_filters.update({"posting_date": (">=", filters.get("from_date"))})
if filters.get("to_date"):
query_filters.update({"posting_date": ("<=", filters.get("to_date"))})
return frappe._dict(
frappe.get_all(
"Loan Repayment",
fields=["against_loan", "sum(amount_paid)"],
filters={"against_loan": ("in", loans)},
filters=query_filters,
group_by="against_loan",
as_list=1,
)
)
def get_interest_accruals(loans):
def get_interest_accruals(loans, filters):
accrual_map = {}
query_filters = {"loan": ("in", loans)}
if filters.get("from_date"):
query_filters.update({"posting_date": (">=", filters.get("from_date"))})
if filters.get("to_date"):
query_filters.update({"posting_date": ("<=", filters.get("to_date"))})
interest_accruals = frappe.get_all(
"Loan Interest Accrual",
@ -236,8 +264,9 @@ def get_interest_accruals(loans):
"penalty_amount",
"paid_interest_amount",
"accrual_type",
"payable_principal_amount",
],
filters={"loan": ("in", loans)},
filters=query_filters,
order_by="posting_date desc",
)
@ -246,6 +275,7 @@ def get_interest_accruals(loans):
entry.loan,
{
"accrued_interest": 0.0,
"accrued_principal": 0.0,
"undue_interest": 0.0,
"interest_outstanding": 0.0,
"last_accrual_date": "",
@ -270,6 +300,7 @@ def get_interest_accruals(loans):
accrual_map[entry.loan]["undue_interest"] += entry.interest_amount - entry.paid_interest_amount
accrual_map[entry.loan]["accrued_interest"] += entry.interest_amount
accrual_map[entry.loan]["accrued_principal"] += entry.payable_principal_amount
if last_accrual_date and getdate(entry.posting_date) == last_accrual_date:
accrual_map[entry.loan]["penalty"] = entry.penalty_amount

315
erpnext/loan_management/workspace/loans/loans.json Normal file
View File

@ -0,0 +1,315 @@
{
"charts": [],
"content": "[{\"id\":\"_38WStznya\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Your Shortcuts</b></span>\",\"col\":12}},{\"id\":\"t7o_K__1jB\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Loan Application\",\"col\":3}},{\"id\":\"IRiNDC6w1p\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Loan\",\"col\":3}},{\"id\":\"xbbo0FYbq0\",\"type\":\"shortcut\",\"data\":{\"shortcut_name\":\"Dashboard\",\"col\":3}},{\"id\":\"7ZL4Bro-Vi\",\"type\":\"spacer\",\"data\":{\"col\":12}},{\"id\":\"yhyioTViZ3\",\"type\":\"header\",\"data\":{\"text\":\"<span class=\\\"h4\\\"><b>Reports &amp; Masters</b></span>\",\"col\":12}},{\"id\":\"oYFn4b1kSw\",\"type\":\"card\",\"data\":{\"card_name\":\"Loan\",\"col\":4}},{\"id\":\"vZepJF5tl9\",\"type\":\"card\",\"data\":{\"card_name\":\"Loan Processes\",\"col\":4}},{\"id\":\"k-393Mjhqe\",\"type\":\"card\",\"data\":{\"card_name\":\"Disbursement and Repayment\",\"col\":4}},{\"id\":\"6crJ0DBiBJ\",\"type\":\"card\",\"data\":{\"card_name\":\"Loan Security\",\"col\":4}},{\"id\":\"Um5YwxVLRJ\",\"type\":\"card\",\"data\":{\"card_name\":\"Reports\",\"col\":4}}]",
"creation": "2020-03-12 16:35:55.299820",
"docstatus": 0,
"doctype": "Workspace",
"for_user": "",
"hide_custom": 0,
"icon": "loan",
"idx": 0,
"is_hidden": 0,
"label": "Loans",
"links": [
{
"hidden": 0,
"is_query_report": 0,
"label": "Loan",
"link_count": 0,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Type",
"link_count": 0,
"link_to": "Loan Type",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Application",
"link_count": 0,
"link_to": "Loan Application",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan",
"link_count": 0,
"link_to": "Loan",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Loan Processes",
"link_count": 0,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Process Loan Security Shortfall",
"link_count": 0,
"link_to": "Process Loan Security Shortfall",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Process Loan Interest Accrual",
"link_count": 0,
"link_to": "Process Loan Interest Accrual",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Disbursement and Repayment",
"link_count": 0,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Disbursement",
"link_count": 0,
"link_to": "Loan Disbursement",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Repayment",
"link_count": 0,
"link_to": "Loan Repayment",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Write Off",
"link_count": 0,
"link_to": "Loan Write Off",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Interest Accrual",
"link_count": 0,
"link_to": "Loan Interest Accrual",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security",
"link_count": 0,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security Type",
"link_count": 0,
"link_to": "Loan Security Type",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security Price",
"link_count": 0,
"link_to": "Loan Security Price",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security",
"link_count": 0,
"link_to": "Loan Security",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security Pledge",
"link_count": 0,
"link_to": "Loan Security Pledge",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security Unpledge",
"link_count": 0,
"link_to": "Loan Security Unpledge",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 0,
"label": "Loan Security Shortfall",
"link_count": 0,
"link_to": "Loan Security Shortfall",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Reports",
"link_count": 6,
"onboard": 0,
"type": "Card Break"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Loan Repayment and Closure",
"link_count": 0,
"link_to": "Loan Repayment and Closure",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "",
"hidden": 0,
"is_query_report": 1,
"label": "Loan Security Status",
"link_count": 0,
"link_to": "Loan Security Status",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 1,
"label": "Loan Interest Report",
"link_count": 0,
"link_to": "Loan Interest Report",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 1,
"label": "Loan Security Exposure",
"link_count": 0,
"link_to": "Loan Security Exposure",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 1,
"label": "Applicant-Wise Loan Security Exposure",
"link_count": 0,
"link_to": "Applicant-Wise Loan Security Exposure",
"link_type": "Report",
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 1,
"label": "Loan Security Status",
"link_count": 0,
"link_to": "Loan Security Status",
"link_type": "Report",
"onboard": 0,
"type": "Link"
}
],
"modified": "2023-01-31 19:47:13.114415",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loans",
"owner": "Administrator",
"parent_page": "",
"public": 1,
"quick_lists": [],
"restrict_to_domain": "",
"roles": [],
"sequence_id": 16.0,
"shortcuts": [
{
"color": "Green",
"format": "{} Open",
"label": "Loan Application",
"link_to": "Loan Application",
"stats_filter": "{ \"status\": \"Open\" }",
"type": "DocType"
},
{
"label": "Loan",
"link_to": "Loan",
"type": "DocType"
},
{
"doc_view": "",
"label": "Dashboard",
"link_to": "Loan Dashboard",
"type": "Dashboard"
}
],
"title": "Loans"
}

4
erpnext/manufacturing/doctype/bom/bom.json
View File

@ -289,7 +289,7 @@
{
"fieldname": "scrap_items",
"fieldtype": "Table",
"label": "Items",
"label": "Scrap Items",
"options": "BOM Scrap Item"
},
{
@ -605,7 +605,7 @@
"image_field": "image",
"is_submittable": 1,
"links": [],
"modified": "2023-01-10 07:47:08.652616",
"modified": "2023-02-13 17:31:37.504565",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "BOM",

7
erpnext/patches.txt
View File

@ -306,7 +306,6 @@ erpnext.patches.v13_0.set_per_billed_in_return_delivery_note
execute:frappe.delete_doc("DocType", "Naming Series")
erpnext.patches.v13_0.job_card_status_on_hold
erpnext.patches.v14_0.copy_is_subcontracted_value_to_is_old_subcontracting_flow
erpnext.patches.v14_0.migrate_gl_to_payment_ledger
erpnext.patches.v14_0.crm_ux_cleanup
erpnext.patches.v14_0.migrate_existing_lead_notes_as_per_the_new_format
erpnext.patches.v14_0.remove_india_localisation # 14-07-2022
@ -315,7 +314,6 @@ erpnext.patches.v14_0.remove_hr_and_payroll_modules # 20-07-2022
erpnext.patches.v14_0.fix_crm_no_of_employees
erpnext.patches.v14_0.create_accounting_dimensions_in_subcontracting_doctypes
erpnext.patches.v14_0.fix_subcontracting_receipt_gl_entries
erpnext.patches.v14_0.migrate_remarks_from_gl_to_payment_ledger
erpnext.patches.v13_0.update_schedule_type_in_loans
erpnext.patches.v13_0.drop_unused_sle_index_parts
erpnext.patches.v14_0.create_accounting_dimensions_for_asset_capitalization
@ -325,3 +323,8 @@ erpnext.patches.v14_0.setup_clear_repost_logs
erpnext.patches.v14_0.create_accounting_dimensions_for_payment_request
erpnext.patches.v14_0.update_entry_type_for_journal_entry
erpnext.patches.v14_0.change_autoname_for_tax_withheld_vouchers
erpnext.patches.v14_0.set_pick_list_status
erpnext.patches.v15_0.update_asset_value_for_manual_depr_entries
# below 2 migration patches should always run last
erpnext.patches.v14_0.migrate_gl_to_payment_ledger
erpnext.patches.v14_0.migrate_remarks_from_gl_to_payment_ledger

7
erpnext/patches/v11_0/update_sales_partner_type.py
View File

@ -1,16 +1,17 @@
import frappe
from frappe import _
def execute():
from erpnext.setup.setup_wizard.operations.install_fixtures import default_sales_partner_type
from erpnext.setup.setup_wizard.operations.install_fixtures import read_lines
frappe.reload_doc("selling", "doctype", "sales_partner_type")
frappe.local.lang = frappe.db.get_default("lang") or "en"
default_sales_partner_type = read_lines("sales_partner_type.txt")
for s in default_sales_partner_type:
insert_sales_partner_type(_(s))
insert_sales_partner_type(s)
# get partner type in existing forms (customized)
# and create a document if not created

2
erpnext/patches/v14_0/migrate_cost_center_allocations.py
View File

@ -18,9 +18,11 @@ def create_new_cost_center_allocation_records(cc_allocations):
cca = frappe.new_doc("Cost Center Allocation")
cca.main_cost_center = main_cc
cca.valid_from = today()
cca._skip_from_date_validation = True
for child_cc, percentage in allocations.items():
cca.append("allocation_percentages", ({"cost_center": child_cc, "percentage": percentage}))
cca.save()
cca.submit()

147
erpnext/patches/v14_0/migrate_gl_to_payment_ledger.py
View File

@ -2,7 +2,8 @@ import frappe
from frappe import qb
from frappe.query_builder import Case, CustomFunction
from frappe.query_builder.custom import ConstantColumn
from frappe.query_builder.functions import IfNull
from frappe.query_builder.functions import Count, IfNull
from frappe.utils import flt
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
get_dimensions,
@ -17,9 +18,9 @@ def create_accounting_dimension_fields():
make_dimension_in_accounting_doctypes(dimension, ["Payment Ledger Entry"])
def generate_name_for_payment_ledger_entries(gl_entries):
for index, entry in enumerate(gl_entries, 1):
entry.name = index
def generate_name_for_payment_ledger_entries(gl_entries, start):
for index, entry in enumerate(gl_entries, 0):
entry.name = start + index
def get_columns():
@ -81,6 +82,14 @@ def insert_chunk_into_payment_ledger(insert_query, gl_entries):
def execute():
"""
Description:
Migrate records from `tabGL Entry` to `tabPayment Ledger Entry`.
Patch is non-resumable. if patch failed or is terminatted abnormally, clear 'tabPayment Ledger Entry' table manually before re-running. Re-running is safe only during V13->V14 update.
Note: Post successful migration to V14, re-running is NOT-SAFE and SHOULD NOT be attempted.
"""
if frappe.reload_doc("accounts", "doctype", "payment_ledger_entry"):
# create accounting dimension fields in Payment Ledger
create_accounting_dimension_fields()
@ -89,52 +98,90 @@ def execute():
account = qb.DocType("Account")
ifelse = CustomFunction("IF", ["condition", "then", "else"])
gl_entries = (
qb.from_(gl)
.inner_join(account)
.on((gl.account == account.name) & (account.account_type.isin(["Receivable", "Payable"])))
.select(
gl.star,
ConstantColumn(1).as_("docstatus"),
account.account_type.as_("account_type"),
IfNull(
ifelse(gl.against_voucher_type == "", None, gl.against_voucher_type), gl.voucher_type
).as_("against_voucher_type"),
IfNull(ifelse(gl.against_voucher == "", None, gl.against_voucher), gl.voucher_no).as_(
"against_voucher_no"
),
# convert debit/credit to amount
Case()
.when(account.account_type == "Receivable", gl.debit - gl.credit)
.else_(gl.credit - gl.debit)
.as_("amount"),
# convert debit/credit in account currency to amount in account currency
Case()
.when(
account.account_type == "Receivable",
gl.debit_in_account_currency - gl.credit_in_account_currency,
)
.else_(gl.credit_in_account_currency - gl.debit_in_account_currency)
.as_("amount_in_account_currency"),
)
.where(gl.is_cancelled == 0)
.orderby(gl.creation)
.run(as_dict=True)
# Get Records Count
accounts = (
qb.from_(account)
.select(account.name)
.where((account.account_type == "Receivable") | (account.account_type == "Payable"))
.orderby(account.name)
)
un_processed = (
qb.from_(gl)
.select(Count(gl.name))
.where((gl.is_cancelled == 0) & (gl.account.isin(accounts)))
.run()
)[0][0]
# primary key(name) for payment ledger records
generate_name_for_payment_ledger_entries(gl_entries)
if un_processed:
print(f"Migrating {un_processed} GL Entries to Payment Ledger")
# split data into chunks
chunk_size = 1000
try:
for i in range(0, len(gl_entries), chunk_size):
insert_query = build_insert_query()
insert_chunk_into_payment_ledger(insert_query, gl_entries[i : i + chunk_size])
frappe.db.commit()
except Exception as err:
frappe.db.rollback()
ple = qb.DocType("Payment Ledger Entry")
qb.from_(ple).delete().where(ple.docstatus >= 0).run()
frappe.db.commit()
raise err
processed = 0
last_update_percent = 0
batch_size = 5000
last_name = None
while True:
if last_name:
where_clause = gl.name.gt(last_name) & (gl.is_cancelled == 0)
else:
where_clause = gl.is_cancelled == 0
gl_entries = (
qb.from_(gl)
.inner_join(account)
.on((gl.account == account.name) & (account.account_type.isin(["Receivable", "Payable"])))
.select(
gl.star,
ConstantColumn(1).as_("docstatus"),
account.account_type.as_("account_type"),
IfNull(
ifelse(gl.against_voucher_type == "", None, gl.against_voucher_type), gl.voucher_type
).as_("against_voucher_type"),
IfNull(ifelse(gl.against_voucher == "", None, gl.against_voucher), gl.voucher_no).as_(
"against_voucher_no"
),
# convert debit/credit to amount
Case()
.when(account.account_type == "Receivable", gl.debit - gl.credit)
.else_(gl.credit - gl.debit)
.as_("amount"),
# convert debit/credit in account currency to amount in account currency
Case()
.when(
account.account_type == "Receivable",
gl.debit_in_account_currency - gl.credit_in_account_currency,
)
.else_(gl.credit_in_account_currency - gl.debit_in_account_currency)
.as_("amount_in_account_currency"),
)
.where(where_clause)
.orderby(gl.name)
.limit(batch_size)
.run(as_dict=True)
)
if gl_entries:
last_name = gl_entries[-1].name
# primary key(name) for payment ledger records
generate_name_for_payment_ledger_entries(gl_entries, processed)
try:
insert_query = build_insert_query()
insert_chunk_into_payment_ledger(insert_query, gl_entries)
frappe.db.commit()
processed += len(gl_entries)
# Progress message
percent = flt((processed / un_processed) * 100, 2)
if percent - last_update_percent > 1:
print(f"{percent}% ({processed}) records processed")
last_update_percent = percent
except Exception as err:
print("Migration Failed. Clear `tabPayment Ledger Entry` table before re-running")
raise err
else:
break
print(f"{processed} records have been sucessfully migrated")

151
erpnext/patches/v14_0/migrate_remarks_from_gl_to_payment_ledger.py
View File

@ -1,81 +1,98 @@
import frappe
from frappe import qb
from frappe.utils import create_batch
def remove_duplicate_entries(pl_entries):
unique_vouchers = set()
for x in pl_entries:
unique_vouchers.add(
(x.company, x.account, x.party_type, x.party, x.voucher_type, x.voucher_no, x.gle_remarks)
)
entries = []
for x in unique_vouchers:
entries.append(
frappe._dict(
company=x[0],
account=x[1],
party_type=x[2],
party=x[3],
voucher_type=x[4],
voucher_no=x[5],
gle_remarks=x[6],
)
)
return entries
from frappe.query_builder import CustomFunction
from frappe.query_builder.functions import Count, IfNull
from frappe.utils import flt
def execute():
"""
Migrate 'remarks' field from 'tabGL Entry' to 'tabPayment Ledger Entry'
"""
if frappe.reload_doc("accounts", "doctype", "payment_ledger_entry"):
gle = qb.DocType("GL Entry")
ple = qb.DocType("Payment Ledger Entry")
# get ple and their remarks from GL Entry
pl_entries = (
qb.from_(ple)
.left_join(gle)
.on(
(ple.account == gle.account)
& (ple.party_type == gle.party_type)
& (ple.party == gle.party)
& (ple.voucher_type == gle.voucher_type)
& (ple.voucher_no == gle.voucher_no)
& (ple.company == gle.company)
)
.select(
ple.company,
ple.account,
ple.party_type,
ple.party,
ple.voucher_type,
ple.voucher_no,
gle.remarks.as_("gle_remarks"),
)
.where((ple.delinked == 0) & (gle.is_cancelled == 0))
.run(as_dict=True)
)
# Get empty PLE records
un_processed = (
qb.from_(ple).select(Count(ple.name)).where((ple.remarks.isnull()) & (ple.delinked == 0)).run()
)[0][0]
pl_entries = remove_duplicate_entries(pl_entries)
if un_processed:
print(f"Remarks for {un_processed} Payment Ledger records will be updated from GL Entry")
if pl_entries:
# split into multiple batches, update and commit for each batch
ifelse = CustomFunction("IF", ["condition", "then", "else"])
processed = 0
last_percent_update = 0
batch_size = 1000
for batch in create_batch(pl_entries, batch_size):
for entry in batch:
query = (
qb.update(ple)
.set(ple.remarks, entry.gle_remarks)
.where(
(ple.company == entry.company)
& (ple.account == entry.account)
& (ple.party_type == entry.party_type)
& (ple.party == entry.party)
& (ple.voucher_type == entry.voucher_type)
& (ple.voucher_no == entry.voucher_no)
)
)
query.run()
last_name = None
frappe.db.commit()
while True:
if last_name:
where_clause = (ple.name.gt(last_name)) & (ple.remarks.isnull()) & (ple.delinked == 0)
else:
where_clause = (ple.remarks.isnull()) & (ple.delinked == 0)
# results are deterministic
names = (
qb.from_(ple).select(ple.name).where(where_clause).orderby(ple.name).limit(batch_size).run()
)
if names:
last_name = names[-1][0]
pl_entries = (
qb.from_(ple)
.left_join(gle)
.on(
(ple.account == gle.account)
& (ple.party_type == gle.party_type)
& (ple.party == gle.party)
& (ple.voucher_type == gle.voucher_type)
& (ple.voucher_no == gle.voucher_no)
& (
ple.against_voucher_type
== IfNull(
ifelse(gle.against_voucher_type == "", None, gle.against_voucher_type), gle.voucher_type
)
)
& (
ple.against_voucher_no
== IfNull(ifelse(gle.against_voucher == "", None, gle.against_voucher), gle.voucher_no)
)
& (ple.company == gle.company)
& (
((ple.account_type == "Receivable") & (ple.amount == (gle.debit - gle.credit)))
| (ple.account_type == "Payable") & (ple.amount == (gle.credit - gle.debit))
)
& (gle.remarks.notnull())
& (gle.is_cancelled == 0)
)
.select(ple.name)
.distinct()
.select(
gle.remarks.as_("gle_remarks"),
)
.where(ple.name.isin(names))
.run(as_dict=True)
)
if pl_entries:
for entry in pl_entries:
query = qb.update(ple).set(ple.remarks, entry.gle_remarks).where((ple.name == entry.name))
query.run()
frappe.db.commit()
processed += len(pl_entries)
percentage = flt((processed / un_processed) * 100, 2)
if percentage - last_percent_update > 1:
print(f"{percentage}% ({processed}) PLE records updated")
last_percent_update = percentage
else:
break
print("Remarks succesfully migrated")

40
erpnext/patches/v14_0/set_pick_list_status.py Normal file
View File

@ -0,0 +1,40 @@
# Copyright (c) 2023, Frappe Technologies Pvt. Ltd. and Contributors
# License: MIT. See LICENSE
import frappe
from pypika.terms import ExistsCriterion
def execute():
pl = frappe.qb.DocType("Pick List")
se = frappe.qb.DocType("Stock Entry")
dn = frappe.qb.DocType("Delivery Note")
(
frappe.qb.update(pl).set(
pl.status,
(
frappe.qb.terms.Case()
.when(pl.docstatus == 0, "Draft")
.when(pl.docstatus == 2, "Cancelled")
.else_("Completed")
),
)
).run()
(
frappe.qb.update(pl)
.set(pl.status, "Open")
.where(
(
ExistsCriterion(
frappe.qb.from_(se).select(se.name).where((se.docstatus == 1) & (se.pick_list == pl.name))
)
| ExistsCriterion(
frappe.qb.from_(dn).select(dn.name).where((dn.docstatus == 1) & (dn.pick_list == pl.name))
)
).negate()
& (pl.docstatus == 1)
)
).run()

6
erpnext/patches/v15_0/create_asset_depreciation_schedules_from_assets.py
View File

@ -1,9 +1,5 @@
import frappe
from erpnext.assets.doctype.asset_depreciation_schedule.asset_depreciation_schedule import (
set_draft_asset_depr_schedule_details,
)
def execute():
frappe.reload_doc("assets", "doctype", "Asset Depreciation Schedule")
@ -16,7 +12,7 @@ def execute():
for fb_row in finance_book_rows:
asset_depr_schedule_doc = frappe.new_doc("Asset Depreciation Schedule")
set_draft_asset_depr_schedule_details(asset_depr_schedule_doc, asset, fb_row)
asset_depr_schedule_doc.set_draft_asset_depr_schedule_details(asset, fb_row)
asset_depr_schedule_doc.insert()

38
erpnext/patches/v15_0/update_asset_value_for_manual_depr_entries.py Normal file
View File

@ -0,0 +1,38 @@
import frappe
from frappe.query_builder.functions import IfNull, Sum
def execute():
asset = frappe.qb.DocType("Asset")
gle = frappe.qb.DocType("GL Entry")
aca = frappe.qb.DocType("Asset Category Account")
company = frappe.qb.DocType("Company")
asset_total_depr_value_map = (
frappe.qb.from_(gle)
.join(asset)
.on(gle.against_voucher == asset.name)
.join(aca)
.on((aca.parent == asset.asset_category) & (aca.company_name == asset.company))
.join(company)
.on(company.name == asset.company)
.select(Sum(gle.debit).as_("value"), asset.name.as_("asset_name"))
.where(
gle.account == IfNull(aca.depreciation_expense_account, company.depreciation_expense_account)
)
.where(gle.debit != 0)
.where(gle.is_cancelled == 0)
.where(asset.docstatus == 1)
.where(asset.calculate_depreciation == 0)
.groupby(asset.name)
)
frappe.qb.update(asset).join(asset_total_depr_value_map).on(
asset_total_depr_value_map.asset_name == asset.name
).set(
asset.value_after_depreciation, asset.value_after_depreciation - asset_total_depr_value_map.value
).where(
asset.docstatus == 1
).where(
asset.calculate_depreciation == 0
).run()

56
erpnext/portal/doctype/homepage_section/test_homepage_section.py
View File

@ -10,62 +10,6 @@ from frappe.website.serve import get_response
class TestHomepageSection(unittest.TestCase):
def test_homepage_section_card(self):
try:
frappe.get_doc(
{
"doctype": "Homepage Section",
"name": "Card Section",
"section_based_on": "Cards",
"section_cards": [
{
"title": "Card 1",
"subtitle": "Subtitle 1",
"content": "This is test card 1",
"route": "/card-1",
},
{
"title": "Card 2",
"subtitle": "Subtitle 2",
"content": "This is test card 2",
"image": "test.jpg",
},
],
"no_of_columns": 3,
}
).insert(ignore_if_duplicate=True)
except frappe.DuplicateEntryError:
pass
set_request(method="GET", path="home")
response = get_response()
self.assertEqual(response.status_code, 200)
html = frappe.safe_decode(response.get_data())
soup = BeautifulSoup(html, "html.parser")
sections = soup.find("main").find_all("section")
self.assertEqual(len(sections), 3)
homepage_section = sections[2]
self.assertEqual(homepage_section.h3.text, "Card Section")
cards = homepage_section.find_all(class_="card")
self.assertEqual(len(cards), 2)
self.assertEqual(cards[0].h5.text, "Card 1")
self.assertEqual(cards[0].a["href"], "/card-1")
self.assertEqual(cards[1].p.text, "Subtitle 2")
img = cards[1].find(class_="card-img-top")
self.assertEqual(img["src"], "test.jpg")
self.assertEqual(img["loading"], "lazy")
# cleanup
frappe.db.rollback()
def test_homepage_section_custom_html(self):
frappe.get_doc(
{

8
erpnext/projects/doctype/project/project.json
View File

@ -408,7 +408,7 @@
"depends_on": "eval:(doc.frequency == \"Daily\" && doc.collect_progress == true)",
"fieldname": "daily_time_to_send",
"fieldtype": "Time",
"label": "Time to send"
"label": "Daily Time to send"
},
{
"depends_on": "eval:(doc.frequency == \"Weekly\" && doc.collect_progress == true)",
@ -421,7 +421,7 @@
"depends_on": "eval:(doc.frequency == \"Weekly\" && doc.collect_progress == true)",
"fieldname": "weekly_time_to_send",
"fieldtype": "Time",
"label": "Time to send"
"label": "Weekly Time to send"
},
{
"fieldname": "column_break_45",
@ -451,7 +451,7 @@
"index_web_pages_for_search": 1,
"links": [],
"max_attachments": 4,
"modified": "2022-06-23 16:45:06.108499",
"modified": "2023-02-14 04:54:25.819620",
"modified_by": "Administrator",
"module": "Projects",
"name": "Project",
@ -497,4 +497,4 @@
"timeline_field": "customer",
"title_field": "project_name",
"track_seen": 1
}
}

31
erpnext/projects/doctype/timesheet/test_timesheet.py
View File

@ -161,6 +161,37 @@ class TestTimesheet(unittest.TestCase):
to_time = timesheet.time_logs[0].to_time
self.assertEqual(to_time, add_to_date(from_time, hours=2, as_datetime=True))
def test_per_billed_hours(self):
"""If amounts are 0, per_billed should be calculated based on hours."""
ts = frappe.new_doc("Timesheet")
ts.total_billable_amount = 0
ts.total_billed_amount = 0
ts.total_billable_hours = 2
ts.total_billed_hours = 0.5
ts.calculate_percentage_billed()
self.assertEqual(ts.per_billed, 25)
ts.total_billed_hours = 2
ts.calculate_percentage_billed()
self.assertEqual(ts.per_billed, 100)
def test_per_billed_amount(self):
"""If amounts are > 0, per_billed should be calculated based on amounts, regardless of hours."""
ts = frappe.new_doc("Timesheet")
ts.total_billable_hours = 2
ts.total_billed_hours = 1
ts.total_billable_amount = 200
ts.total_billed_amount = 50
ts.calculate_percentage_billed()
self.assertEqual(ts.per_billed, 25)
ts.total_billed_hours = 3
ts.total_billable_amount = 200
ts.total_billed_amount = 200
ts.calculate_percentage_billed()
self.assertEqual(ts.per_billed, 100)
def make_timesheet(
employee,

10
erpnext/projects/doctype/timesheet/timesheet.json
View File

@ -282,21 +282,21 @@
{
"fieldname": "base_total_costing_amount",
"fieldtype": "Currency",
"label": "Total Costing Amount",
"label": "Base Total Costing Amount",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "base_total_billable_amount",
"fieldtype": "Currency",
"label": "Total Billable Amount",
"label": "Base Total Billable Amount",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "base_total_billed_amount",
"fieldtype": "Currency",
"label": "Total Billed Amount",
"label": "Base Total Billed Amount",
"print_hide": 1,
"read_only": 1
},
@ -311,10 +311,11 @@
"idx": 1,
"is_submittable": 1,
"links": [],
"modified": "2022-06-15 22:08:53.930200",
"modified": "2023-02-14 04:55:41.735991",
"modified_by": "Administrator",
"module": "Projects",
"name": "Timesheet",
"naming_rule": "By \"Naming Series\" field",
"owner": "Administrator",
"permissions": [
{
@ -388,5 +389,6 @@
],
"sort_field": "modified",
"sort_order": "ASC",
"states": [],
"title_field": "title"
}

2
erpnext/projects/doctype/timesheet/timesheet.py
View File

@ -64,6 +64,8 @@ class Timesheet(Document):
self.per_billed = 0
if self.total_billed_amount > 0 and self.total_billable_amount > 0:
self.per_billed = (self.total_billed_amount * 100) / self.total_billable_amount
elif self.total_billed_hours > 0 and self.total_billable_hours > 0:
self.per_billed = (self.total_billed_hours * 100) / self.total_billable_hours
def update_billing_hours(self, args):
if args.is_billable:

11
erpnext/public/js/controllers/taxes_and_totals.js
View File

@ -126,7 +126,16 @@ erpnext.taxes_and_totals = class TaxesAndTotals extends erpnext.payments {
frappe.model.round_floats_in(item);
item.net_rate = item.rate;
item.qty = item.qty === undefined ? (me.frm.doc.is_return ? -1 : 1) : item.qty;
item.net_amount = item.amount = flt(item.rate * item.qty, precision("amount", item));
if (!(me.frm.doc.is_return || me.frm.doc.is_debit_note)) {
item.net_amount = item.amount = flt(item.rate * item.qty, precision("amount", item));
}
else {
let qty = item.qty || 1;
qty = me.frm.doc.is_return ? -1 * qty : qty;
item.net_amount = item.amount = flt(item.rate * qty, precision("amount", item));
}
item.item_tax_amount = 0.0;
item.total_weight = flt(item.weight_per_unit * item.stock_qty);

4
erpnext/public/js/controllers/transaction.js
View File

@ -1691,6 +1691,10 @@ erpnext.TransactionController = class TransactionController extends erpnext.taxe
var me = this;
var valid = true;
if (frappe.flags.ignore_company_party_validation) {
return valid;
}
$.each(["company", "customer"], function(i, fieldname) {
if(frappe.meta.has_field(me.frm.doc.doctype, fieldname) && !["Purchase Order","Purchase Invoice"].includes(me.frm.doc.doctype)) {
if (!me.frm.doc[fieldname]) {

124
erpnext/public/js/setup_wizard.js
View File

@ -13,19 +13,11 @@ frappe.setup.on("before_load", function () {
erpnext.setup.slides_settings = [
{
// Brand
name: 'brand',
icon: "fa fa-bookmark",
title: __("The Brand"),
// help: __('Upload your letter head and logo. (you can edit them later).'),
// Organization
name: 'organization',
title: __("Setup your organization"),
icon: "fa fa-building",
fields: [
{
fieldtype: "Attach Image", fieldname: "attach_logo",
label: __("Attach Logo"),
description: __("100px by 100px"),
is_private: 0,
align: 'center'
},
{
fieldname: 'company_name',
label: __('Company Name'),
@ -35,54 +27,9 @@ erpnext.setup.slides_settings = [
{
fieldname: 'company_abbr',
label: __('Company Abbreviation'),
fieldtype: 'Data'
}
],
onload: function(slide) {
this.bind_events(slide);
},
bind_events: function (slide) {
slide.get_input("company_name").on("change", function () {
var parts = slide.get_input("company_name").val().split(" ");
var abbr = $.map(parts, function (p) { return p ? p.substr(0, 1) : null }).join("");
slide.get_field("company_abbr").set_value(abbr.slice(0, 10).toUpperCase());
}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");
slide.get_input("company_abbr").on("change", function () {
if (slide.get_input("company_abbr").val().length > 10) {
frappe.msgprint(__("Company Abbreviation cannot have more than 5 characters"));
slide.get_field("company_abbr").set_value("");
}
});
},
validate: function() {
if ((this.values.company_name || "").toLowerCase() == "company") {
frappe.msgprint(__("Company Name cannot be Company"));
return false;
}
if (!this.values.company_abbr) {
return false;
}
if (this.values.company_abbr.length > 10) {
return false;
}
return true;
}
},
{
// Organisation
name: 'organisation',
title: __("Your Organization"),
icon: "fa fa-building",
fields: [
{
fieldname: 'company_tagline',
label: __('What does it do?'),
fieldtype: 'Data',
placeholder: __('e.g. "Build tools for builders"'),
reqd: 1
hidden: 1
},
{ fieldname: 'bank_account', label: __('Bank Name'), fieldtype: 'Data', reqd: 1 },
{
fieldname: 'chart_of_accounts', label: __('Chart of Accounts'),
options: "", fieldtype: 'Select'
@ -94,40 +41,24 @@ erpnext.setup.slides_settings = [
],
onload: function (slide) {
this.load_chart_of_accounts(slide);
this.bind_events(slide);
this.load_chart_of_accounts(slide);
this.set_fy_dates(slide);
},
validate: function () {
let me = this;
let exist;
if (!this.validate_fy_dates()) {
return false;
}
// Validate bank name
if(me.values.bank_account) {
frappe.call({
async: false,
method: "erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts.validate_bank_account",
args: {
"coa": me.values.chart_of_accounts,
"bank_account": me.values.bank_account
},
callback: function (r) {
if(r.message){
exist = r.message;
me.get_field("bank_account").set_value("");
let message = __('Account {0} already exists. Please enter a different name for your bank account.',
[me.values.bank_account]
);
frappe.msgprint(message);
}
}
});
return !exist; // Return False if exist = true
if ((this.values.company_name || "").toLowerCase() == "company") {
frappe.msgprint(__("Company Name cannot be Company"));
return false;
}
if (!this.values.company_abbr) {
return false;
}
if (this.values.company_abbr.length > 10) {
return false;
}
return true;
@ -151,15 +82,15 @@ erpnext.setup.slides_settings = [
var country = frappe.wizard.values.country;
if (country) {
var fy = erpnext.setup.fiscal_years[country];
var current_year = moment(new Date()).year();
var next_year = current_year + 1;
let fy = erpnext.setup.fiscal_years[country];
let current_year = moment(new Date()).year();
let next_year = current_year + 1;
if (!fy) {
fy = ["01-01", "12-31"];
next_year = current_year;
}
var year_start_date = current_year + "-" + fy[0];
let year_start_date = current_year + "-" + fy[0];
if (year_start_date > frappe.datetime.get_today()) {
next_year = current_year;
current_year -= 1;
@ -171,7 +102,7 @@ erpnext.setup.slides_settings = [
load_chart_of_accounts: function (slide) {
var country = frappe.wizard.values.country;
let country = frappe.wizard.values.country;
if (country) {
frappe.call({
@ -202,12 +133,25 @@ erpnext.setup.slides_settings = [
me.charts_modal(slide, chart_template);
});
slide.get_input("company_name").on("change", function () {
let parts = slide.get_input("company_name").val().split(" ");
let abbr = $.map(parts, function (p) { return p ? p.substr(0, 1) : null }).join("");
slide.get_field("company_abbr").set_value(abbr.slice(0, 10).toUpperCase());
}).val(frappe.boot.sysdefaults.company_name || "").trigger("change");
slide.get_input("company_abbr").on("change", function () {
if (slide.get_input("company_abbr").val().length > 10) {
frappe.msgprint(__("Company Abbreviation cannot have more than 5 characters"));
slide.get_field("company_abbr").set_value("");
}
});
},
charts_modal: function(slide, chart_template) {
let parent = __('All Accounts');
var dialog = new frappe.ui.Dialog({
let dialog = new frappe.ui.Dialog({
title: chart_template,
fields: [
{'fieldname': 'expand_all', 'label': __('Expand All'), 'fieldtype': 'Button',

36
erpnext/public/js/utils.js
View File

@ -491,7 +491,20 @@ erpnext.utils.update_child_items = function(opts) {
const child_meta = frappe.get_meta(`${frm.doc.doctype} Item`);
const get_precision = (fieldname) => child_meta.fields.find(f => f.fieldname == fieldname).precision;
this.data = [];
this.data = frm.doc[opts.child_docname].map((d) => {
return {
"docname": d.name,
"name": d.name,
"item_code": d.item_code,
"delivery_date": d.delivery_date,
"schedule_date": d.schedule_date,
"conversion_factor": d.conversion_factor,
"qty": d.qty,
"rate": d.rate,
"uom": d.uom
}
});
const fields = [{
fieldtype:'Data',
fieldname:"docname",
@ -588,7 +601,7 @@ erpnext.utils.update_child_items = function(opts) {
})
}
const dialog = new frappe.ui.Dialog({
new frappe.ui.Dialog({
title: __("Update Items"),
fields: [
{
@ -624,24 +637,7 @@ erpnext.utils.update_child_items = function(opts) {
refresh_field("items");
},
primary_action_label: __('Update')
});
frm.doc[opts.child_docname].forEach(d => {
dialog.fields_dict.trans_items.df.data.push({
"docname": d.name,
"name": d.name,
"item_code": d.item_code,
"delivery_date": d.delivery_date,
"schedule_date": d.schedule_date,
"conversion_factor": d.conversion_factor,
"qty": d.qty,
"rate": d.rate,
"uom": d.uom
});
this.data = dialog.fields_dict.trans_items.df.data;
dialog.fields_dict.trans_items.grid.refresh();
})
dialog.show();
}).show();
}
erpnext.utils.map_current_doc = function(opts) {

167
erpnext/selling/doctype/industry_type/industry_type.json
View File

@ -1,123 +1,68 @@
{
"allow_copy": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:industry",
"beta": 0,
"creation": "2012-03-27 14:36:09",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 0,
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:industry",
"creation": "2012-03-27 14:36:09",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"industry"
],
"fields": [
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "industry",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Industry",
"length": 0,
"no_copy": 0,
"oldfieldname": "industry",
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
"fieldname": "industry",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Industry",
"oldfieldname": "industry",
"oldfieldtype": "Data",
"reqd": 1,
"unique": 1
}
],
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-flag",
"idx": 1,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Selling",
"name": "Industry Type",
"owner": "Administrator",
],
"icon": "fa fa-flag",
"idx": 1,
"links": [],
"modified": "2023-02-10 03:14:40.735763",
"modified_by": "Administrator",
"module": "Selling",
"name": "Industry Type",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"share": 1,
"write": 1
},
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 0,
"delete": 0,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User",
"set_user_permissions": 0,
"share": 0,
"submit": 0,
"write": 0
},
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User"
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Master Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Master Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"track_seen": 0
],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"translated_doctype": 1
}

4
erpnext/selling/doctype/party_specific_item/party_specific_item.json
View File

@ -1,5 +1,6 @@
{
"actions": [],
"allow_import": 1,
"creation": "2021-08-27 19:28:07.559978",
"doctype": "DocType",
"editable_grid": 1,
@ -51,7 +52,7 @@
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2021-09-14 13:27:58.612334",
"modified": "2023-02-15 13:00:50.379713",
"modified_by": "Administrator",
"module": "Selling",
"name": "Party Specific Item",
@ -72,6 +73,7 @@
],
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"title_field": "party",
"track_changes": 1
}

14
erpnext/selling/doctype/quotation/quotation.js
View File

@ -85,11 +85,15 @@ erpnext.selling.QuotationController = class QuotationController extends erpnext.
}
if (doc.docstatus == 1 && !["Lost", "Ordered"].includes(doc.status)) {
this.frm.add_custom_button(
__("Sales Order"),
this.frm.cscript["Make Sales Order"],
__("Create")
);
if (frappe.boot.sysdefaults.allow_sales_order_creation_for_expired_quotation
|| (!doc.valid_till)
|| frappe.datetime.get_diff(doc.valid_till, frappe.datetime.get_today()) >= 0) {
this.frm.add_custom_button(
__("Sales Order"),
this.frm.cscript["Make Sales Order"],
__("Create")
);
}
if(doc.status!=="Ordered") {
this.frm.add_custom_button(__('Set as Lost'), () => {

11
erpnext/selling/doctype/quotation/quotation.py
View File

@ -195,6 +195,17 @@ def get_list_context(context=None):
@frappe.whitelist()
def make_sales_order(source_name: str, target_doc=None):
if not frappe.db.get_singles_value(
"Selling Settings", "allow_sales_order_creation_for_expired_quotation"
):
quotation = frappe.db.get_value(
"Quotation", source_name, ["transaction_date", "valid_till"], as_dict=1
)
if quotation.valid_till and (
quotation.valid_till < quotation.transaction_date or quotation.valid_till < getdate(nowdate())
):
frappe.throw(_("Validity period of this quotation has ended."))
return _make_sales_order(source_name, target_doc)

10
erpnext/selling/doctype/quotation/test_quotation.py
View File

@ -144,11 +144,21 @@ class TestQuotation(FrappeTestCase):
def test_so_from_expired_quotation(self):
from erpnext.selling.doctype.quotation.quotation import make_sales_order
frappe.db.set_single_value(
"Selling Settings", "allow_sales_order_creation_for_expired_quotation", 0
)
quotation = frappe.copy_doc(test_records[0])
quotation.valid_till = add_days(nowdate(), -1)
quotation.insert()
quotation.submit()
self.assertRaises(frappe.ValidationError, make_sales_order, quotation.name)
frappe.db.set_single_value(
"Selling Settings", "allow_sales_order_creation_for_expired_quotation", 1
)
make_sales_order(quotation.name)
def test_shopping_cart_without_website_item(self):

123
erpnext/selling/doctype/sales_partner_type/sales_partner_type.json
View File

@ -1,94 +1,47 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"autoname": "field:sales_partner_type",
"beta": 0,
"creation": "2018-06-11 13:15:57.404716",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"autoname": "field:sales_partner_type",
"creation": "2018-06-11 13:15:57.404716",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"sales_partner_type"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "sales_partner_type",
"fieldtype": "Data",
"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": "Sales Partner Type",
"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": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "sales_partner_type",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Sales Partner Type",
"reqd": 1,
"unique": 1
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-06-11 13:45:13.554307",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Partner Type",
"name_case": "",
"owner": "Administrator",
],
"links": [],
"modified": "2023-02-10 01:00:20.110800",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Partner Type",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0
],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"translated_doctype": 1
}

9
erpnext/selling/doctype/selling_settings/selling_settings.json
View File

@ -27,6 +27,7 @@
"column_break_5",
"allow_multiple_items",
"allow_against_multiple_purchase_orders",
"allow_sales_order_creation_for_expired_quotation",
"hide_tax_id",
"enable_discount_accounting"
],
@ -172,6 +173,12 @@
"fieldname": "enable_discount_accounting",
"fieldtype": "Check",
"label": "Enable Discount Accounting for Selling"
},
{
"default": "0",
"fieldname": "allow_sales_order_creation_for_expired_quotation",
"fieldtype": "Check",
"label": "Allow Sales Order Creation For Expired Quotation"
}
],
"icon": "fa fa-cog",
@ -179,7 +186,7 @@
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2022-05-31 19:39:48.398738",
"modified": "2023-02-04 12:37:53.380857",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling Settings",

146
erpnext/selling/page/point_of_sale/point_of_sale.py
View File

@ -17,45 +17,79 @@ from erpnext.stock.utils import scan_barcode
def search_by_term(search_term, warehouse, price_list):
result = search_for_serial_or_batch_or_barcode_number(search_term) or {}
item_code = result.get("item_code") or search_term
serial_no = result.get("serial_no") or ""
batch_no = result.get("batch_no") or ""
barcode = result.get("barcode") or ""
item_code = result.get("item_code", search_term)
serial_no = result.get("serial_no", "")
batch_no = result.get("batch_no", "")
barcode = result.get("barcode", "")
if result:
item_info = frappe.db.get_value(
"Item",
item_code,
[
"name as item_code",
"item_name",
"description",
"stock_uom",
"image as item_image",
"is_stock_item",
],
as_dict=1,
)
if not result:
return
item_stock_qty, is_stock_item = get_stock_availability(item_code, warehouse)
price_list_rate, currency = frappe.db.get_value(
"Item Price",
{"price_list": price_list, "item_code": item_code},
["price_list_rate", "currency"],
) or [None, None]
item_doc = frappe.get_doc("Item", item_code)
item_info.update(
if not item_doc:
return
item = {
"barcode": barcode,
"batch_no": batch_no,
"description": item_doc.description,
"is_stock_item": item_doc.is_stock_item,
"item_code": item_doc.name,
"item_image": item_doc.image,
"item_name": item_doc.item_name,
"serial_no": serial_no,
"stock_uom": item_doc.stock_uom,
"uom": item_doc.stock_uom,
}
if barcode:
barcode_info = next(filter(lambda x: x.barcode == barcode, item_doc.get("barcodes", [])), None)
if barcode_info and barcode_info.uom:
uom = next(filter(lambda x: x.uom == barcode_info.uom, item_doc.uoms), {})
item.update(
{
"uom": barcode_info.uom,
"conversion_factor": uom.get("conversion_factor", 1),
}
)
item_stock_qty, is_stock_item = get_stock_availability(item_code, warehouse)
item_stock_qty = item_stock_qty // item.get("conversion_factor")
item.update({"actual_qty": item_stock_qty})
price = frappe.get_list(
doctype="Item Price",
filters={
"price_list": price_list,
"item_code": item_code,
},
fields=["uom", "stock_uom", "currency", "price_list_rate"],
)
def __sort(p):
p_uom = p.get("uom")
if p_uom == item.get("uom"):
return 0
elif p_uom == item.get("stock_uom"):
return 1
else:
return 2
# sort by fallback preference. always pick exact uom match if available
price = sorted(price, key=__sort)
if len(price) > 0:
p = price.pop(0)
item.update(
{
"serial_no": serial_no,
"batch_no": batch_no,
"barcode": barcode,
"price_list_rate": price_list_rate,
"currency": currency,
"actual_qty": item_stock_qty,
"currency": p.get("currency"),
"price_list_rate": p.get("price_list_rate"),
}
)
return {"items": [item_info]}
return {"items": [item]}
@frappe.whitelist()
@ -121,33 +155,43 @@ def get_items(start, page_length, price_list, item_group, pos_profile, search_te
as_dict=1,
)
if items_data:
items = [d.item_code for d in items_data]
item_prices_data = frappe.get_all(
# return (empty) list if there are no results
if not items_data:
return result
for item in items_data:
uoms = frappe.get_doc("Item", item.item_code).get("uoms", [])
item.actual_qty, _ = get_stock_availability(item.item_code, warehouse)
item.uom = item.stock_uom
item_price = frappe.get_all(
"Item Price",
fields=["item_code", "price_list_rate", "currency"],
filters={"price_list": price_list, "item_code": ["in", items]},
fields=["price_list_rate", "currency", "uom"],
filters={
"price_list": price_list,
"item_code": item.item_code,
"selling": True,
},
)
item_prices = {}
for d in item_prices_data:
item_prices[d.item_code] = d
if not item_price:
result.append(item)
for item in items_data:
item_code = item.item_code
item_price = item_prices.get(item_code) or {}
item_stock_qty, is_stock_item = get_stock_availability(item_code, warehouse)
for price in item_price:
uom = next(filter(lambda x: x.uom == price.uom, uoms), {})
row = {}
row.update(item)
row.update(
if price.uom != item.stock_uom and uom and uom.conversion_factor:
item.actual_qty = item.actual_qty // uom.conversion_factor
result.append(
{
"price_list_rate": item_price.get("price_list_rate"),
"currency": item_price.get("currency"),
"actual_qty": item_stock_qty,
**item,
"price_list_rate": price.get("price_list_rate"),
"currency": price.get("currency"),
"uom": price.uom or item.uom,
}
)
result.append(row)
return {"items": result}

7
erpnext/selling/page/point_of_sale/pos_controller.js
View File

@ -542,12 +542,12 @@ erpnext.PointOfSale.Controller = class {
if (!this.frm.doc.customer)
return this.raise_customer_selection_alert();
const { item_code, batch_no, serial_no, rate } = item;
const { item_code, batch_no, serial_no, rate, uom } = item;
if (!item_code)
return;
const new_item = { item_code, batch_no, rate, [field]: value };
const new_item = { item_code, batch_no, rate, uom, [field]: value };
if (serial_no) {
await this.check_serial_no_availablilty(item_code, this.frm.doc.set_warehouse, serial_no);
@ -649,6 +649,7 @@ erpnext.PointOfSale.Controller = class {
const is_stock_item = resp[1];
frappe.dom.unfreeze();
const bold_uom = item_row.stock_uom.bold();
const bold_item_code = item_row.item_code.bold();
const bold_warehouse = warehouse.bold();
const bold_available_qty = available_qty.toString().bold()
@ -664,7 +665,7 @@ erpnext.PointOfSale.Controller = class {
}
} else if (is_stock_item && available_qty < qty_needed) {
frappe.throw({
message: __('Stock quantity not enough for Item Code: {0} under warehouse {1}. Available quantity {2}.', [bold_item_code, bold_warehouse, bold_available_qty]),
message: __('Stock quantity not enough for Item Code: {0} under warehouse {1}. Available quantity {2} {3}.', [bold_item_code, bold_warehouse, bold_available_qty, bold_uom]),
indicator: 'orange'
});
frappe.utils.play_sound("error");

4
erpnext/selling/page/point_of_sale/pos_item_cart.js
View File

@ -609,7 +609,7 @@ erpnext.PointOfSale.ItemCart = class {
if (item_data.rate && item_data.amount && item_data.rate !== item_data.amount) {
return `
<div class="item-qty-rate">
<div class="item-qty"><span>${item_data.qty || 0}</span></div>
<div class="item-qty"><span>${item_data.qty || 0} ${item_data.uom}</span></div>
<div class="item-rate-amount">
<div class="item-rate">${format_currency(item_data.amount, currency)}</div>
<div class="item-amount">${format_currency(item_data.rate, currency)}</div>
@ -618,7 +618,7 @@ erpnext.PointOfSale.ItemCart = class {
} else {
return `
<div class="item-qty-rate">
<div class="item-qty"><span>${item_data.qty || 0}</span></div>
<div class="item-qty"><span>${item_data.qty || 0} ${item_data.uom}</span></div>
<div class="item-rate-amount">
<div class="item-rate">${format_currency(item_data.rate, currency)}</div>
</div>

6
erpnext/selling/page/point_of_sale/pos_item_selector.js
View File

@ -78,7 +78,7 @@ erpnext.PointOfSale.ItemSelector = class {
get_item_html(item) {
const me = this;
// eslint-disable-next-line no-unused-vars
const { item_image, serial_no, batch_no, barcode, actual_qty, stock_uom, price_list_rate } = item;
const { item_image, serial_no, batch_no, barcode, actual_qty, uom, price_list_rate } = item;
const precision = flt(price_list_rate, 2) % 1 != 0 ? 2 : 0;
let indicator_color;
let qty_to_display = actual_qty;
@ -118,7 +118,7 @@ erpnext.PointOfSale.ItemSelector = class {
return (
`<div class="item-wrapper"
data-item-code="${escape(item.item_code)}" data-serial-no="${escape(serial_no)}"
data-batch-no="${escape(batch_no)}" data-uom="${escape(stock_uom)}"
data-batch-no="${escape(batch_no)}" data-uom="${escape(uom)}"
data-rate="${escape(price_list_rate || 0)}"
title="${item.item_name}">
@ -128,7 +128,7 @@ erpnext.PointOfSale.ItemSelector = class {
<div class="item-name">
${frappe.ellipsis(item.item_name, 18)}
</div>
<div class="item-rate">${format_currency(price_list_rate, item.currency, precision) || 0}</div>
<div class="item-rate">${format_currency(price_list_rate, item.currency, precision) || 0} / ${uom}</div>
</div>
</div>`
);

2
erpnext/selling/page/point_of_sale/pos_past_order_summary.js
View File

@ -94,7 +94,7 @@ erpnext.PointOfSale.PastOrderSummary = class {
get_item_html(doc, item_data) {
return `<div class="item-row-wrapper">
<div class="item-name">${item_data.item_name}</div>
<div class="item-qty">${item_data.qty || 0}</div>
<div class="item-qty">${item_data.qty || 0} ${item_data.uom}</div>
<div class="item-rate-disc">${get_rate_discount_html()}</div>
</div>`;

6
erpnext/selling/page/point_of_sale/pos_payment.js
View File

@ -322,6 +322,11 @@ erpnext.PointOfSale.Payment = class {
this.focus_on_default_mop();
}
after_render() {
const frm = this.events.get_frm();
frm.script_manager.trigger("after_payment_render", frm.doc.doctype, frm.doc.docname);
}
edit_cart() {
this.events.toggle_other_sections(false);
this.toggle_component(false);
@ -332,6 +337,7 @@ erpnext.PointOfSale.Payment = class {
this.toggle_component(true);
this.render_payment_section();
this.after_render();
}
toggle_remarks_control() {

108
erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py
View File

@ -41,8 +41,20 @@ def get_columns(filters):
{"label": _("Description"), "fieldtype": "Data", "fieldname": "description", "width": 150},
{"label": _("Quantity"), "fieldtype": "Float", "fieldname": "quantity", "width": 150},
{"label": _("UOM"), "fieldtype": "Link", "fieldname": "uom", "options": "UOM", "width": 100},
{"label": _("Rate"), "fieldname": "rate", "options": "Currency", "width": 120},
{"label": _("Amount"), "fieldname": "amount", "options": "Currency", "width": 120},
{
"label": _("Rate"),
"fieldname": "rate",
"fieldtype": "Currency",
"options": "currency",
"width": 120,
},
{
"label": _("Amount"),
"fieldname": "amount",
"fieldtype": "Currency",
"options": "currency",
"width": 120,
},
{
"label": _("Sales Order"),
"fieldtype": "Link",
@ -93,8 +105,9 @@ def get_columns(filters):
},
{
"label": _("Billed Amount"),
"fieldtype": "currency",
"fieldtype": "Currency",
"fieldname": "billed_amount",
"options": "currency",
"width": 120,
},
{
@ -104,6 +117,13 @@ def get_columns(filters):
"options": "Company",
"width": 100,
},
{
"label": _("Currency"),
"fieldtype": "Link",
"fieldname": "currency",
"options": "Currency",
"hidden": 1,
},
]
@ -141,31 +161,12 @@ def get_data(filters):
"billed_amount": flt(record.get("billed_amt")),
"company": record.get("company"),
}
row["currency"] = frappe.get_cached_value("Company", row["company"], "default_currency")
data.append(row)
return data
def get_conditions(filters):
conditions = ""
if filters.get("item_group"):
conditions += "AND so_item.item_group = %s" % frappe.db.escape(filters.item_group)
if filters.get("from_date"):
conditions += "AND so.transaction_date >= '%s'" % filters.from_date
if filters.get("to_date"):
conditions += "AND so.transaction_date <= '%s'" % filters.to_date
if filters.get("item_code"):
conditions += "AND so_item.item_code = %s" % frappe.db.escape(filters.item_code)
if filters.get("customer"):
conditions += "AND so.customer = %s" % frappe.db.escape(filters.customer)
return conditions
def get_customer_details():
details = frappe.get_all("Customer", fields=["name", "customer_name", "customer_group"])
customer_details = {}
@ -187,29 +188,50 @@ def get_item_details():
def get_sales_order_details(company_list, filters):
conditions = get_conditions(filters)
db_so = frappe.qb.DocType("Sales Order")
db_so_item = frappe.qb.DocType("Sales Order Item")
return frappe.db.sql(
"""
SELECT
so_item.item_code, so_item.description, so_item.qty,
so_item.uom, so_item.base_rate, so_item.base_amount,
so.name, so.transaction_date, so.customer,so.territory,
so.project, so_item.delivered_qty,
so_item.billed_amt, so.company
FROM
`tabSales Order` so, `tabSales Order Item` so_item
WHERE
so.name = so_item.parent
AND so.company in ({0})
AND so.docstatus = 1 {1}
""".format(
",".join(["%s"] * len(company_list)), conditions
),
tuple(company_list),
as_dict=1,
query = (
frappe.qb.from_(db_so)
.inner_join(db_so_item)
.on(db_so_item.parent == db_so.name)
.select(
db_so.name,
db_so.customer,
db_so.transaction_date,
db_so.territory,
db_so.project,
db_so.company,
db_so_item.item_code,
db_so_item.description,
db_so_item.qty,
db_so_item.uom,
db_so_item.base_rate,
db_so_item.base_amount,
db_so_item.delivered_qty,
(db_so_item.billed_amt * db_so.conversion_rate).as_("billed_amt"),
)
.where(db_so.docstatus == 1)
.where(db_so.company.isin(tuple(company_list)))
)
if filters.get("item_group"):
query = query.where(db_so_item.item_group == frappe.db.escape(filters.item_group))
if filters.get("from_date"):
query = query.where(db_so.transaction_date >= filters.from_date)
if filters.get("to_date"):
query = query.where(db_so.transaction_date <= filters.to_date)
if filters.get("item_code"):
query = query.where(db_so_item.item_group == frappe.db.escape(filters.item_code))
if filters.get("customer"):
query = query.where(db_so.customer == filters.customer)
return query.run(as_dict=1)
def get_chart_data(data):
item_wise_sales_map = {}

5
erpnext/selling/report/payment_terms_status_for_sales_order/payment_terms_status_for_sales_order.js
View File

@ -103,6 +103,11 @@ function get_filters() {
return options
}
},
{
"fieldname":"only_immediate_upcoming_term",
"label": __("Show only the Immediate Upcoming Term"),
"fieldtype": "Check",
},
]
return filters;
}

16
erpnext/selling/report/payment_terms_status_for_sales_order/payment_terms_status_for_sales_order.py
View File

@ -4,6 +4,7 @@
import frappe
from frappe import _, qb, query_builder
from frappe.query_builder import Criterion, functions
from frappe.utils.dateutils import getdate
def get_columns():
@ -208,6 +209,7 @@ def get_so_with_invoices(filters):
)
.where(
(so.docstatus == 1)
& (so.status.isin(["To Deliver and Bill", "To Bill"]))
& (so.payment_terms_template != "NULL")
& (so.company == conditions.company)
& (so.transaction_date[conditions.start_date : conditions.end_date])
@ -291,6 +293,18 @@ def filter_on_calculated_status(filters, sales_orders):
return sales_orders
def filter_for_immediate_upcoming_term(filters, sales_orders):
if filters.only_immediate_upcoming_term and sales_orders:
immediate_term_found = set()
filtered_data = []
for order in sales_orders:
if order.name not in immediate_term_found and order.due_date > getdate():
filtered_data.append(order)
immediate_term_found.add(order.name)
return filtered_data
return sales_orders
def execute(filters=None):
columns = get_columns()
sales_orders, so_invoices = get_so_with_invoices(filters)
@ -298,6 +312,8 @@ def execute(filters=None):
sales_orders = filter_on_calculated_status(filters, sales_orders)
sales_orders = filter_for_immediate_upcoming_term(filters, sales_orders)
prepare_chart(sales_orders)
data = sales_orders

4
erpnext/selling/report/sales_order_analysis/sales_order_analysis.py
View File

@ -175,7 +175,9 @@ def prepare_data(data, so_elapsed_time, filters):
# update existing entry
so_row = sales_order_map[so_name]
so_row["required_date"] = max(getdate(so_row["delivery_date"]), getdate(row["delivery_date"]))
so_row["delay"] = min(so_row["delay"], row["delay"])
so_row["delay"] = (
min(so_row["delay"], row["delay"]) if row["delay"] and so_row["delay"] else so_row["delay"]
)
# sum numeric columns
fields = [

5
erpnext/setup/doctype/designation/designation.json
View File

@ -31,7 +31,7 @@
"icon": "fa fa-bookmark",
"idx": 1,
"links": [],
"modified": "2022-06-28 17:10:26.853753",
"modified": "2023-02-10 01:53:41.319386",
"modified_by": "Administrator",
"module": "Setup",
"name": "Designation",
@ -58,5 +58,6 @@
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "ASC",
"states": []
"states": [],
"translated_doctype": 1
}

13
erpnext/setup/doctype/terms_and_conditions/terms_and_conditions.js
View File

@ -1,13 +1,6 @@
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
// License: GNU General Public License v3. See license.txt
//--------- ONLOAD -------------
cur_frm.cscript.onload = function(doc, cdt, cdn) {
}
cur_frm.cscript.refresh = function(doc, cdt, cdn) {
}
// frappe.ui.form.on("Terms and Conditions", {
// refresh(frm) {}
// });

9
erpnext/setup/doctype/terms_and_conditions/terms_and_conditions.json
View File

@ -33,7 +33,6 @@
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Disabled"
},
{
@ -60,12 +59,14 @@
"default": "1",
"fieldname": "selling",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Selling"
},
{
"default": "1",
"fieldname": "buying",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Buying"
},
{
@ -76,10 +77,11 @@
"icon": "icon-legal",
"idx": 1,
"links": [],
"modified": "2022-06-16 15:07:38.094844",
"modified": "2023-02-01 14:33:39.246532",
"modified_by": "Administrator",
"module": "Setup",
"name": "Terms and Conditions",
"naming_rule": "By fieldname",
"owner": "Administrator",
"permissions": [
{
@ -133,5 +135,6 @@
"quick_entry": 1,
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "ASC"
"sort_order": "ASC",
"states": []
}

31
erpnext/setup/setup_wizard/data/designation.txt Normal file
View File

@ -0,0 +1,31 @@
Accountant
Administrative Assistant
Administrative Officer
Analyst
Associate
Business Analyst
Business Development Manager
Consultant
Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Chief Technology Officer
Customer Service Representative
Designer
Engineer
Executive Assistant
Finance Manager
HR Manager
Head of Marketing and Sales
Manager
Managing Director
Marketing Manager
Marketing Specialist
President
Product Manager
Project Manager
Researcher
Sales Representative
Secretary
Software Developer
Vice President

57
erpnext/setup/setup_wizard/data/industry_type.py
View File

@ -1,57 +0,0 @@
from frappe import _
def get_industry_types():
return [
_("Accounting"),
_("Advertising"),
_("Aerospace"),
_("Agriculture"),
_("Airline"),
_("Apparel & Accessories"),
_("Automotive"),
_("Banking"),
_("Biotechnology"),
_("Broadcasting"),
_("Brokerage"),
_("Chemical"),
_("Computer"),
_("Consulting"),
_("Consumer Products"),
_("Cosmetics"),
_("Defense"),
_("Department Stores"),
_("Education"),
_("Electronics"),
_("Energy"),
_("Entertainment & Leisure"),
_("Executive Search"),
_("Financial Services"),
_("Food, Beverage & Tobacco"),
_("Grocery"),
_("Health Care"),
_("Internet Publishing"),
_("Investment Banking"),
_("Legal"),
_("Manufacturing"),
_("Motion Picture & Video"),
_("Music"),
_("Newspaper Publishers"),
_("Online Auctions"),
_("Pension Funds"),
_("Pharmaceuticals"),
_("Private Equity"),
_("Publishing"),
_("Real Estate"),
_("Retail & Wholesale"),
_("Securities & Commodity Exchanges"),
_("Service"),
_("Soap & Detergent"),
_("Software"),
_("Sports"),
_("Technology"),
_("Telecommunications"),
_("Television"),
_("Transportation"),
_("Venture Capital"),
]

51
erpnext/setup/setup_wizard/data/industry_type.txt Normal file
View File

@ -0,0 +1,51 @@
Accounting
Advertising
Aerospace
Agriculture
Airline
Apparel & Accessories
Automotive
Banking
Biotechnology
Broadcasting
Brokerage
Chemical
Computer
Consulting
Consumer Products
Cosmetics
Defense
Department Stores
Education
Electronics
Energy
Entertainment & Leisure
Executive Search
Financial Services
Food, Beverage & Tobacco
Grocery
Health Care
Internet Publishing
Investment Banking
Legal
Manufacturing
Motion Picture & Video
Music
Newspaper Publishers
Online Auctions
Pension Funds
Pharmaceuticals
Private Equity
Publishing
Real Estate
Retail & Wholesale
Securities & Commodity Exchanges
Service
Soap & Detergent
Software
Sports
Technology
Telecommunications
Television
Transportation
Venture Capital

10
erpnext/setup/setup_wizard/data/lead_source.txt Normal file
View File

@ -0,0 +1,10 @@
Existing Customer
Reference
Advertisement
Cold Calling
Exhibition
Supplier Reference
Mass Mailing
Customer's Vendor
Campaign
Walk In

7
erpnext/setup/setup_wizard/data/sales_partner_type.txt Normal file
View File

@ -0,0 +1,7 @@
Channel Partner
Distributor
Dealer
Agent
Retailer
Implementation Partner
Reseller

8
erpnext/setup/setup_wizard/data/sales_stage.txt Normal file
View File

@ -0,0 +1,8 @@
Prospecting
Qualification
Needs Analysis
Value Proposition
Identifying Decision Makers
Perception Analysis
Proposal/Price Quote
Negotiation/Review

78
erpnext/setup/setup_wizard/operations/company_setup.py
View File

@ -4,7 +4,6 @@
import frappe
from frappe import _
from frappe.utils import cstr, getdate
from .default_website import website_maker
def create_fiscal_year_and_company(args):
@ -48,83 +47,6 @@ def enable_shopping_cart(args): # nosemgrep
).insert()
def create_email_digest():
from frappe.utils.user import get_system_managers
system_managers = get_system_managers(only_name=True)
if not system_managers:
return
recipients = []
for d in system_managers:
recipients.append({"recipient": d})
companies = frappe.db.sql_list("select name FROM `tabCompany`")
for company in companies:
if not frappe.db.exists("Email Digest", "Default Weekly Digest - " + company):
edigest = frappe.get_doc(
{
"doctype": "Email Digest",
"name": "Default Weekly Digest - " + company,
"company": company,
"frequency": "Weekly",
"recipients": recipients,
}
)
for df in edigest.meta.get("fields", {"fieldtype": "Check"}):
if df.fieldname != "scheduler_errors":
edigest.set(df.fieldname, 1)
edigest.insert()
# scheduler errors digest
if companies:
edigest = frappe.new_doc("Email Digest")
edigest.update(
{
"name": "Scheduler Errors",
"company": companies[0],
"frequency": "Daily",
"recipients": recipients,
"scheduler_errors": 1,
"enabled": 1,
}
)
edigest.insert()
def create_logo(args):
if args.get("attach_logo"):
attach_logo = args.get("attach_logo").split(",")
if len(attach_logo) == 3:
filename, filetype, content = attach_logo
_file = frappe.get_doc(
{
"doctype": "File",
"file_name": filename,
"attached_to_doctype": "Website Settings",
"attached_to_name": "Website Settings",
"decode": True,
}
)
_file.save()
fileurl = _file.file_url
frappe.db.set_value(
"Website Settings",
"Website Settings",
"brand_html",
"<img src='{0}' style='max-width: 40px; max-height: 25px;'> {1}".format(
fileurl, args.get("company_name")
),
)
def create_website(args):
website_maker(args)
def get_fy_details(fy_start_date, fy_end_date):
start_year = getdate(fy_start_date).year
if start_year == getdate(fy_end_date).year:

89
erpnext/setup/setup_wizard/operations/default_website.py
View File

@ -1,89 +0,0 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from frappe import _
from frappe.utils import nowdate
class website_maker(object):
def __init__(self, args):
self.args = args
self.company = args.company_name
self.tagline = args.company_tagline
self.user = args.get("email")
self.make_web_page()
self.make_website_settings()
self.make_blog()
def make_web_page(self):
# home page
homepage = frappe.get_doc("Homepage", "Homepage")
homepage.company = self.company
homepage.tag_line = self.tagline
homepage.setup_items()
homepage.save()
def make_website_settings(self):
# update in home page in settings
website_settings = frappe.get_doc("Website Settings", "Website Settings")
website_settings.home_page = "home"
website_settings.brand_html = self.company
website_settings.copyright = self.company
website_settings.top_bar_items = []
website_settings.append(
"top_bar_items", {"doctype": "Top Bar Item", "label": "Contact", "url": "/contact"}
)
website_settings.append(
"top_bar_items", {"doctype": "Top Bar Item", "label": "Blog", "url": "/blog"}
)
website_settings.append(
"top_bar_items", {"doctype": "Top Bar Item", "label": _("Products"), "url": "/all-products"}
)
website_settings.save()
def make_blog(self):
blog_category = frappe.get_doc(
{"doctype": "Blog Category", "category_name": "general", "published": 1, "title": _("General")}
).insert()
if not self.user:
# Admin setup
return
blogger = frappe.new_doc("Blogger")
user = frappe.get_doc("User", self.user)
blogger.user = self.user
blogger.full_name = user.first_name + (" " + user.last_name if user.last_name else "")
blogger.short_name = user.first_name.lower()
blogger.avatar = user.user_image
blogger.insert()
frappe.get_doc(
{
"doctype": "Blog Post",
"title": "Welcome",
"published": 1,
"published_on": nowdate(),
"blogger": blogger.name,
"blog_category": blog_category.name,
"blog_intro": "My First Blog",
"content": frappe.get_template("setup/setup_wizard/data/sample_blog_post.html").render(),
}
).insert()
def test():
frappe.delete_doc("Web Page", "test-company")
frappe.delete_doc("Blog Post", "welcome")
frappe.delete_doc("Blogger", "administrator")
frappe.delete_doc("Blog Category", "general")
website_maker(
{
"company": "Test Company",
"company_tagline": "Better Tools for Everyone",
"name": "Administrator",
}
)
frappe.db.commit()

Some files were not shown because too many files have changed in this diff Show More