FEAT: US Regional Module with IRS 1099 reporting

erpnext/regional/report/irs_1099/irs_1099.js

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+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+// License: GNU General Public License v3. See license.txt
+
+frappe.query_reports["IRS 1099"] = {
+	"filters": [
+		{
+			"fieldname":"company",
+			"label": __("Company"),
+			"fieldtype": "Link",
+			"options": "Company",
+			"default": frappe.defaults.get_user_default("Company"),
+			"reqd": 1,
+			"width": 80,
+		},
+		{
+			"fieldname":"fiscal_year",
+			"label": __("Fiscal Year"),
+			"fieldtype": "Link",
+			"options": "Fiscal Year",
+			"default": frappe.defaults.get_user_default("fiscal_year"),
+			"reqd": 1,
+			"width": 80,
+		},
+		{
+			"fieldname":"supplier_group",
+			"label": __("Supplier Group"),
+			"fieldtype": "Link",
+			"options": "Supplier Group",
+			"default": "",
+			"reqd": 0,
+			"width": 80
+		},
+	],
+
+	onload: function(query_report) {
+		query_report.page.add_inner_button(__("Print IRS 1099 Forms"), () => {
+			build_1099_print(query_report);
+		});
+	}
+};
+
+function build_1099_print(query_report){
+	let filters = JSON.stringify(query_report.get_values());
+	let w = window.open('/api/method/erpnext.regional.report.irs_1099.irs_1099.irs_1099_print?' +
+								'&filters=' + encodeURIComponent(filters));
+	// w.print();
+}

erpnext/regional/report/irs_1099/irs_1099.json

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+{
+ "add_total_row": 0, 
+ "color": "#c0392b", 
+ "creation": "2018-09-10 00:00:00", 
+ "disabled": 0, 
+ "docstatus": 0, 
+ "doctype": "Report", 
+ "icon": "fa fa-star", 
+ "idx": 0, 
+ "is_standard": "Yes", 
+ "letter_head": "", 
+ "modified": "2019-01-17 08:30:41.863572", 
+ "modified_by": "Administrator", 
+ "module": "Regional", 
+ "name": "IRS 1099", 
+ "owner": "Administrator", 
+ "prepared_report": 0, 
+ "ref_doctype": "Supplier", 
+ "report_name": "IRS 1099", 
+ "report_type": "Script Report", 
+ "roles": [
+  {
+   "role": "System Manager"
+  }, 
+  {
+   "role": "Accounts Manager"
+  }
+ ]
+}

erpnext/regional/report/irs_1099/irs_1099.py

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+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import json
+from frappe import _, _dict
+from frappe.utils import nowdate
+from frappe.utils.data import fmt_money
+from erpnext.accounts.utils import get_fiscal_year
+from PyPDF2 import PdfFileWriter
+from frappe.utils.pdf import get_pdf
+from frappe.utils.print_format import read_multi_pdf
+from frappe.utils.jinja import render_template
+
+
+def execute(filters=None):
+	filters = filters if isinstance(filters, _dict) else _dict(filters)
+	if not filters:
+		filters.setdefault('fiscal_year', get_fiscal_year(nowdate())[0])
+		filters.setdefault('company', frappe.db.get_default("company"))
+	data = []
+	columns = get_columns()
+	data = frappe.db.sql("""
+		SELECT
+			s.supplier_group as "supplier_group",
+			gl.party AS "supplier",
+			s.tax_id as "tax_id",
+			SUM(gl.debit) AS "payments"
+		FROM
+			`tabGL Entry` gl INNER JOIN `tabSupplier` s
+		WHERE
+			s.name = gl.party
+		AND	s.irs_1099 = 1
+		AND gl.fiscal_year = %(fiscal_year)s
+		AND gl.party_type = "Supplier"
+
+		GROUP BY
+			gl.party
+
+		ORDER BY
+			gl.party DESC""", {"fiscal_year": filters.fiscal_year,
+		"supplier_group": filters.supplier_group,
+		"company": filters.company}, as_dict=True)
+	return columns, data
+
+
+def get_columns():
+	return [
+		{
+			"fieldname": "supplier_group",
+			"label": _("Supplier Group"),
+			"fieldtype": "Link",
+			"options": "Supplier Group",
+			"width": 200
+		},
+		{
+			"fieldname": "supplier",
+			"label": _("Supplier"),
+			"fieldtype": "Link",
+			"options": "Supplier",
+			"width": 200
+		},
+		{
+			"fieldname": "tax_id",
+			"label": _("Tax ID"),
+			"fieldtype": "Data",
+			"width": 120
+		},
+		{
+
+			"fieldname": "payments",
+			"label": _("Total Payments"),
+			"fieldtype": "Currency",
+			"width": 120
+		}
+	]
+
+
+@frappe.whitelist()
+def irs_1099_print(filters):
+	if not filters:
+		frappe._dict({
+			"company": frappe.db.get_default("Company"),
+			"fiscal_year": frappe.db.get_default("fiscal_year")})
+	else:
+		filters = frappe._dict(json.loads(filters))
+	company_address = get_payer_address_html(filters.company)
+	company_tin = frappe.db.get_value("Company", filters.company, "tax_id")
+	columns, data = execute(filters)
+	template = frappe.get_doc("Print Format", "IRS 1099 Form").html
+	output = PdfFileWriter()
+	for row in data:
+		row["company"] = filters.company
+		row["company_tin"] = company_tin
+		row["payer_street_address"] = company_address
+		row["recipient_street_address"], row["recipient_city_state"] = get_street_address_html("Supplier", row.supplier)
+		row["payments"] = fmt_money(row["payments"], precision=0, currency="USD")
+		frappe._dict(row)
+		print(row)
+		pdf = get_pdf(render_template(template, row), output=output if output else None)
+		print(pdf)
+	frappe.local.response.filename = filters.fiscal_year + " " + filters.company + " IRS 1099 Forms"
+	frappe.local.response.filecontent = read_multi_pdf(output)
+	frappe.local.response.type = "download"
+
+
+def get_payer_address_html(company):
+	address_list = frappe.db.sql("""
+		SELECT
+			name
+		FROM
+			tabAddress
+		WHERE
+			is_your_company_address = 1
+		ORDER BY
+			address_type="Postal" DESC, address_type="Billing" DESC
+		LIMIT 1
+		""", {"company": company}, as_dict=True)
+	if address_list:
+		company_address = address_list[0]["name"]
+		return frappe.get_doc("Address", company_address).get_display()
+	else:
+		return ""
+
+
+def get_street_address_html(party_type, party):
+	address_list = frappe.db.sql("""
+		SELECT
+			link.parent
+		FROM `tabDynamic Link` link, `tabAddress` address
+		WHERE link.parenttype = "Address"
+		AND link.link_name = %(party)s
+		ORDER BY address.address_type="Postal" DESC,
+			address.address_type="Billing" DESC
+		LIMIT 1
+		""", {"party": party}, as_dict=True)
+	if address_list:
+		supplier_address = address_list[0]["parent"]
+		doc = frappe.get_doc("Address", supplier_address)
+		if doc.address_line2:
+			street = doc.address_line1 + "<br>\n" + doc.address_line2 + "<br>\n"
+		else:
+			street = doc.address_line1 + "<br>\n"
+		city = doc.city + ", " if doc.city else ""
+		city = city + doc.state + " " if doc.state else city
+		city = city + doc.pincode if doc.pincode else city
+		city += "<br>\n"
+		return street, city
+	else:
+		return "", ""

erpnext/regional/united_states/setup.py

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+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# License: GNU General Public License v3. See license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
+
+
+def setup(company=None, patch=True):
+	make_custom_fields()
+	add_print_formats()
+	update_address_template()
+
+
+def make_custom_fields():
+	custom_fields = {
+		'Supplier': [
+			dict(fieldname='irs_1099', fieldtype='Check', insert_after='tax_id',
+				label='Is IRS 1099 reporting required for supplier?')
+		]
+	}
+	create_custom_fields(custom_fields)
+
+
+def add_print_formats():
+	frappe.reload_doc("regional", "print_format", "irs_1099_form")
+	frappe.db.sql(""" update `tabPrint Format` set disabled = 0 where
+		name in('IRS 1099 Form') """)
+
+
+def update_address_template():
+	html = """{{ address_line1 }}<br>
+		{% if address_line2 %}{{ address_line2 }}<br>{% endif -%}
+		{{ city }}, {% if state %}{{ state }}{% endif -%}{% if pincode %} {{ pincode }}<br>{% endif -%}
+		{% if country != "United States" %}{{ country|upper }}{% endif -%}
+		"""
+
+	address_template = frappe.db.get_value('Address Template', 'United States')
+	if address_template:
+		frappe.db.set_value('Address Template', 'United States', 'template', html)
+	else:
+		frappe.get_doc(dict(doctype='Address Template', country='United States', template=html)).insert()