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Merge branch 'develop' into patch_assdeprsch_gpa_ndb

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Deepesh Garg 2023-03-13 19:37:55 +05:30 committed by GitHub
commit 492e994c22
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9 changed files with 75 additions and 56 deletions
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2
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html
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@ -15,7 +15,7 @@
</div>
<h2 class="text-center">{{ _("STATEMENTS OF ACCOUNTS") }}</h2>
<div>
<h5 style="float: left;">{{ _("Customer: ") }} <b>{{filters.party[0] }}</b></h5>
<h5 style="float: left;">{{ _("Customer: ") }} <b>{{filters.party_name[0] }}</b></h5>
<h5 style="float: right;">
{{ _("Date: ") }}
<b>{{ frappe.format(filters.from_date, 'Date')}}

16
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
View File

@ -24,7 +24,7 @@ from erpnext.accounts.report.general_ledger.general_ledger import execute as get
class ProcessStatementOfAccounts(Document):
def validate(self):
if not self.subject:
self.subject = "Statement Of Accounts for {{ customer.name }}"
self.subject = "Statement Of Accounts for {{ customer.customer_name }}"
if not self.body:
self.body = "Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}."
@ -87,6 +87,7 @@ def get_report_pdf(doc, consolidated=True):
"account": [doc.account] if doc.account else None,
"party_type": "Customer",
"party": [entry.customer],
"party_name": [entry.customer_name] if entry.customer_name else None,
"presentation_currency": presentation_currency,
"group_by": doc.group_by,
"currency": doc.currency,
@ -156,7 +157,7 @@ def get_customers_based_on_territory_or_customer_group(customer_collection, coll
]
return frappe.get_list(
"Customer",
fields=["name", "email_id"],
fields=["name", "customer_name", "email_id"],
filters=[[fields_dict[customer_collection], "IN", selected]],
)
@ -179,7 +180,7 @@ def get_customers_based_on_sales_person(sales_person):
if sales_person_records.get("Customer"):
return frappe.get_list(
"Customer",
fields=["name", "email_id"],
fields=["name", "customer_name", "email_id"],
filters=[["name", "in", list(sales_person_records["Customer"])]],
)
else:
@ -228,7 +229,7 @@ def fetch_customers(customer_collection, collection_name, primary_mandatory):
if customer_collection == "Sales Partner":
customers = frappe.get_list(
"Customer",
fields=["name", "email_id"],
fields=["name", "customer_name", "email_id"],
filters=[["default_sales_partner", "=", collection_name]],
)
else:
@ -245,7 +246,12 @@ def fetch_customers(customer_collection, collection_name, primary_mandatory):
continue
customer_list.append(
{"name": customer.name, "primary_email": primary_email, "billing_email": billing_email}
{
"name": customer.name,
"customer_name": customer.customer_name,
"primary_email": primary_email,
"billing_email": billing_email,
}
)
return customer_list

12
erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json
View File

@ -1,12 +1,12 @@
{
"actions": [],
"allow_workflow": 1,
"creation": "2020-08-03 16:35:21.852178",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"customer",
"customer_name",
"billing_email",
"primary_email"
],
@ -30,11 +30,18 @@
"fieldtype": "Read Only",
"in_list_view": 1,
"label": "Billing Email"
},
{
"fetch_from": "customer.customer_name",
"fieldname": "customer_name",
"fieldtype": "Data",
"label": "Customer Name",
"read_only": 1
}
],
"istable": 1,
"links": [],
"modified": "2020-08-03 22:55:38.875601",
"modified": "2023-03-13 00:12:34.508086",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Process Statement Of Accounts Customer",
@ -43,5 +50,6 @@
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"track_changes": 1
}

12
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
View File

@ -32,9 +32,6 @@
"cost_center",
"dimension_col_break",
"project",
"column_break_27",
"campaign",
"source",
"currency_and_price_list",
"currency",
"conversion_rate",
@ -203,7 +200,9 @@
"more_information",
"status",
"inter_company_invoice_reference",
"campaign",
"represents_company",
"source",
"customer_group",
"col_break23",
"is_internal_customer",
@ -2083,10 +2082,6 @@
"fieldname": "company_addr_col_break",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_27",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_52",
"fieldtype": "Column Break"
@ -2143,11 +2138,10 @@
"link_fieldname": "consolidated_invoice"
}
],
"modified": "2023-01-28 19:45:47.538163",
"modified": "2023-03-13 11:43:15.883055",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",
"name_case": "Title Case",
"naming_rule": "By \"Naming Series\" field",
"owner": "Administrator",
"permissions": [

34
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -266,16 +266,16 @@ class TestSalesInvoice(unittest.TestCase):
"_Test Account Education Cess - _TC": [3, 1618, 0.06, 32.36],
"_Test Account S&H Education Cess - _TC": [1.5, 1619.5, 0.03, 32.39],
"_Test Account CST - _TC": [32.5, 1652, 0.65, 33.04],
"_Test Account VAT - _TC": [156.5, 1808.5, 3.13, 36.17],
"_Test Account Discount - _TC": [-181.0, 1627.5, -3.62, 32.55],
"_Test Account VAT - _TC": [156.0, 1808.0, 3.12, 36.16],
"_Test Account Discount - _TC": [-181.0, 1627.0, -3.62, 32.54],
}
for d in si.get("taxes"):
for i, k in enumerate(expected_values["keys"]):
self.assertEqual(d.get(k), expected_values[d.account_head][i])
self.assertEqual(si.base_grand_total, 1627.5)
self.assertEqual(si.grand_total, 32.55)
self.assertEqual(si.base_grand_total, 1627.0)
self.assertEqual(si.grand_total, 32.54)
def test_sales_invoice_with_discount_and_inclusive_tax(self):
si = create_sales_invoice(qty=100, rate=50, do_not_save=True)
@ -401,10 +401,10 @@ class TestSalesInvoice(unittest.TestCase):
"_Test Account S&H Education Cess - _TC": [1.4, 1.30, 1297.67],
"_Test Account CST - _TC": [27.88, 25.95, 1323.62],
"_Test Account VAT - _TC": [156.25, 145.43, 1469.05],
"_Test Account Customs Duty - _TC": [125, 116.35, 1585.40],
"_Test Account Shipping Charges - _TC": [100, 100, 1685.40],
"_Test Account Discount - _TC": [-180.33, -168.54, 1516.86],
"_Test Account Service Tax - _TC": [-18.03, -16.85, 1500.01],
"_Test Account Customs Duty - _TC": [125, 116.34, 1585.39],
"_Test Account Shipping Charges - _TC": [100, 100, 1685.39],
"_Test Account Discount - _TC": [-180.33, -168.54, 1516.85],
"_Test Account Service Tax - _TC": [-18.03, -16.85, 1500.00],
}
for d in si.get("taxes"):
@ -413,7 +413,7 @@ class TestSalesInvoice(unittest.TestCase):
self.assertEqual(si.base_grand_total, 1500)
self.assertEqual(si.grand_total, 1500)
self.assertEqual(si.rounding_adjustment, -0.01)
self.assertEqual(si.rounding_adjustment, 0.0)
def test_discount_amount_gl_entry(self):
frappe.db.set_value("Company", "_Test Company", "round_off_account", "Round Off - _TC")
@ -454,7 +454,7 @@ class TestSalesInvoice(unittest.TestCase):
[test_records[3]["taxes"][2]["account_head"], 0.0, 1.30],
[test_records[3]["taxes"][3]["account_head"], 0.0, 25.95],
[test_records[3]["taxes"][4]["account_head"], 0.0, 145.43],
[test_records[3]["taxes"][5]["account_head"], 0.0, 116.35],
[test_records[3]["taxes"][5]["account_head"], 0.0, 116.34],
[test_records[3]["taxes"][6]["account_head"], 0.0, 100],
[test_records[3]["taxes"][7]["account_head"], 168.54, 0.0],
["_Test Account Service Tax - _TC", 16.85, 0.0],
@ -1614,7 +1614,7 @@ class TestSalesInvoice(unittest.TestCase):
"_Test Account Education Cess - _TC": [1.4, 1.4, 1.4],
"_Test Account S&H Education Cess - _TC": [0.7, 0.7, 0.7],
"_Test Account CST - _TC": [17.19, 17.19, 17.19],
"_Test Account VAT - _TC": [78.13, 78.13, 78.13],
"_Test Account VAT - _TC": [78.12, 78.12, 78.12],
"_Test Account Discount - _TC": [-95.49, -95.49, -95.49],
}
@ -1623,9 +1623,9 @@ class TestSalesInvoice(unittest.TestCase):
if expected_values.get(d.account_head):
self.assertEqual(d.get(k), expected_values[d.account_head][i])
self.assertEqual(si.total_taxes_and_charges, 234.43)
self.assertEqual(si.base_grand_total, 859.43)
self.assertEqual(si.grand_total, 859.43)
self.assertEqual(si.total_taxes_and_charges, 234.42)
self.assertEqual(si.base_grand_total, 859.42)
self.assertEqual(si.grand_total, 859.42)
def test_multi_currency_gle(self):
si = create_sales_invoice(
@ -1985,17 +1985,17 @@ class TestSalesInvoice(unittest.TestCase):
)
si.save()
si.submit()
self.assertEqual(si.net_total, 19453.13)
self.assertEqual(si.net_total, 19453.12)
self.assertEqual(si.grand_total, 24900)
self.assertEqual(si.total_taxes_and_charges, 5446.88)
self.assertEqual(si.rounding_adjustment, -0.01)
self.assertEqual(si.rounding_adjustment, 0.0)
expected_values = dict(
(d[0], d)
for d in [
[si.debit_to, 24900, 0.0],
["_Test Account Service Tax - _TC", 0.0, 5446.88],
["Sales - _TC", 0.0, 19453.13],
["Sales - _TC", 0.0, 19453.12],
["Round Off - _TC", 0.01, 0.0],
]
)

46
erpnext/accounts/party.py
View File

@ -32,6 +32,16 @@ from erpnext import get_company_currency
from erpnext.accounts.utils import get_fiscal_year
from erpnext.exceptions import InvalidAccountCurrency, PartyDisabled, PartyFrozen
PURCHASE_TRANSACTION_TYPES = {"Purchase Order", "Purchase Receipt", "Purchase Invoice"}
SALES_TRANSACTION_TYPES = {
"Quotation",
"Sales Order",
"Delivery Note",
"Sales Invoice",
"POS Invoice",
}
TRANSACTION_TYPES = PURCHASE_TRANSACTION_TYPES | SALES_TRANSACTION_TYPES
class DuplicatePartyAccountError(frappe.ValidationError):
pass
@ -124,12 +134,6 @@ def _get_party_details(
set_other_values(party_details, party, party_type)
set_price_list(party_details, party, party_type, price_list, pos_profile)
party_details["tax_category"] = get_address_tax_category(
party.get("tax_category"),
party_address,
shipping_address if party_type != "Supplier" else party_address,
)
tax_template = set_taxes(
party.name,
party_type,
@ -211,20 +215,10 @@ def set_address_details(
else:
party_details.update(get_company_address(company))
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)
)
get_regional_address_details(party_details, doctype, company)
if doctype in SALES_TRANSACTION_TYPES and party_details.company_address:
party_details.update(get_fetch_values(doctype, "company_address", party_details.company_address))
elif doctype and doctype in ["Purchase Invoice", "Purchase Order", "Purchase Receipt"]:
if doctype in PURCHASE_TRANSACTION_TYPES:
if shipping_address:
party_details.update(
shipping_address=shipping_address,
@ -250,9 +244,21 @@ def set_address_details(
**get_fetch_values(doctype, "shipping_address", party_details.billing_address)
)
party_address, shipping_address = (
party_details.get(billing_address_field),
party_details.shipping_address_name,
)
party_details["tax_category"] = get_address_tax_category(
party.get("tax_category"),
party_address,
shipping_address if party_type != "Supplier" else party_address,
)
if doctype in TRANSACTION_TYPES:
get_regional_address_details(party_details, doctype, company)
return party_details.get(billing_address_field), party_details.shipping_address_name
return party_address, shipping_address
@erpnext.allow_regional

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

@ -5,6 +5,8 @@ frappe.ui.form.on("Timesheet", {
setup: function(frm) {
frappe.require("/assets/erpnext/js/projects/timer.js");
frm.ignore_doctypes_on_cancel_all = ['Sales Invoice'];
frm.fields_dict.employee.get_query = function() {
return {
filters:{

5
erpnext/projects/report/delayed_tasks_summary/delayed_tasks_summary.py
View File

@ -46,6 +46,9 @@ def get_data(filters):
# task has no end date, hence no delay
task.delay = 0
task.status = _(task.status)
task.priority = _(task.priority)
# Sort by descending order of delay
tasks.sort(key=lambda x: x["delay"], reverse=True)
return tasks
@ -73,7 +76,7 @@ def get_chart_data(data):
on_track = on_track + 1
charts = {
"data": {
"labels": ["On Track", "Delayed"],
"labels": [_("On Track"), _("Delayed")],
"datasets": [{"name": "Delayed", "values": [on_track, delay]}],
},
"type": "percentage",

2
erpnext/translations/fr.csv
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@ -2801,7 +2801,7 @@ Stock Ledger Entries and GL Entries are reposted for the selected Purchase Recei
Stock Levels,Niveaux du Stocks,
Stock Liabilities,Passif du Stock,
Stock Options,Options du Stock,
Stock Qty,Qté en Stock,
Stock Qty,Qté en unité de stock,
Stock Received But Not Billed,Stock Reçus Mais Non Facturés,
Stock Reports,Rapports de stock,
Stock Summary,Résumé du Stock,

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