diff --git a/erpnext/hooks.py b/erpnext/hooks.py index 9e74bfd290..e4b5e3012f 100644 --- a/erpnext/hooks.py +++ b/erpnext/hooks.py @@ -301,7 +301,8 @@ scheduler_events = { "erpnext.quality_management.doctype.quality_review.quality_review.review", "erpnext.support.doctype.service_level_agreement.service_level_agreement.check_agreement_status", "erpnext.crm.doctype.email_campaign.email_campaign.send_email_to_leads_or_contacts", - "erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status" + "erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status", + "erpnext.selling.doctype.quotation.set_expired_status" ], "daily_long": [ "erpnext.setup.doctype.email_digest.email_digest.send", diff --git a/erpnext/selling/doctype/quotation/quotation.json b/erpnext/selling/doctype/quotation/quotation.json index ea04715524..64ad1b5de9 100644 --- a/erpnext/selling/doctype/quotation/quotation.json +++ b/erpnext/selling/doctype/quotation/quotation.json @@ -1,3509 +1,1027 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}, + { + "fieldname": "language", + "fieldtype": "Data", + "label": "Print Language", + "print_hide": 1, + "read_only": 1 + }, + { + "fieldname": "subscription_section", + "fieldtype": "Section Break", + "label": "Auto Repeat Section" + }, + { + "fieldname": "auto_repeat", + "fieldtype": "Link", + "label": "Auto Repeat", + "no_copy": 1, + "options": "Auto Repeat", + "print_hide": 1, + "read_only": 1 + }, + { + "allow_on_submit": 1, + "depends_on": "eval: doc.auto_repeat", + "fieldname": "update_auto_repeat_reference", + "fieldtype": "Button", + "label": "Update Auto Repeat Reference" + }, + { + "collapsible": 1, + "fieldname": "more_info", + "fieldtype": "Section Break", + "label": "More Information", + "oldfieldtype": "Section Break", + "options": "fa fa-file-text", + "print_hide": 1 + }, + { + "fieldname": "campaign", + "fieldtype": "Link", + "label": "Campaign", + "oldfieldname": "campaign", + "oldfieldtype": "Link", + "options": "Campaign", + "print_hide": 1 + }, + { + "fieldname": "source", + "fieldtype": "Link", + "label": "Source", + "oldfieldname": "source", + "oldfieldtype": "Select", + "options": "Lead Source", + "print_hide": 1 + }, + { + "allow_on_submit": 1, + "depends_on": "eval:doc.status===\"Lost\"", + "fieldname": "order_lost_reason", + "fieldtype": "Small Text", + "label": "Detailed Reason", + "no_copy": 1, + "oldfieldname": "order_lost_reason", + "oldfieldtype": "Small Text", + "print_hide": 1 + }, + { + "fieldname": "column_break4", + "fieldtype": "Column Break", + "oldfieldtype": "Column Break", + "print_hide": 1, + "width": "50%" + }, + { + "default": "Draft", + "fieldname": "status", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Status", + "no_copy": 1, + "oldfieldname": "status", + "oldfieldtype": "Select", + "options": "Draft\nOpen\nReplied\nOrdered\nLost\nCancelled\nExpired", + "print_hide": 1, + "read_only": 1, + "reqd": 1 + }, + { + "fieldname": "enq_det", + "fieldtype": "Text", + "hidden": 1, + "label": "Opportunity Item", + "oldfieldname": "enq_det", + "oldfieldtype": "Text", + "print_hide": 1, + "read_only": 1 + }, + { + "fieldname": "supplier_quotation", + "fieldtype": "Link", + "label": "Supplier Quotation", + "options": "Supplier Quotation" + }, + { + "fieldname": "opportunity", + "fieldtype": "Link", + "label": "Opportunity", + "options": "Opportunity", + "print_hide": 1, + "read_only": 1 + }, + { + "allow_on_submit": 1, + "fieldname": "lost_reasons", + "fieldtype": "Table MultiSelect", + "label": "Lost Reasons", + "options": "Lost Reason Detail", + "read_only": 1 } + ], + "icon": "fa fa-shopping-cart", + "idx": 82, + "is_submittable": 1, + "max_attachments": 1, + "modified": "2019-11-12 13:19:11.895715", + "modified_by": "Administrator", + "module": "Selling", + "name": "Quotation", + "owner": "Administrator", + "permissions": [ + { + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales User", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "permlevel": 1, + "read": 1, + "report": 1, + "role": "Sales User" + }, + { + "permlevel": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "write": 1 + }, + { + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "import": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Sales Manager", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Maintenance Manager", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "permlevel": 1, + "read": 1, + "report": 1, + "role": "Maintenance Manager" + }, + { + "amend": 1, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Maintenance User", + "share": 1, + "submit": 1, + "write": 1 + }, + { + "permlevel": 1, + "read": 1, + "report": 1, + "role": "Maintenance User" + } + ], + "search_fields": "status,transaction_date,party_name,order_type", + "show_name_in_global_search": 1, + "sort_field": "modified", + "sort_order": "DESC", + "timeline_field": "party_name", + "title_field": "title" +} \ No newline at end of file diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py index 4a56e40400..790b2f0804 100644 --- a/erpnext/selling/doctype/quotation/quotation.py +++ b/erpnext/selling/doctype/quotation/quotation.py @@ -185,6 +185,10 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False): return doclist +def set_expired_status(): + frappe.db.sql("""UPDATE `tabQuotation` SET `status` = 'Expired' + WHERE `status` != "Expired" AND `valid_till` < %s""", (nowdate())) + @frappe.whitelist() def make_sales_invoice(source_name, target_doc=None): return _make_sales_invoice(source_name, target_doc) diff --git a/erpnext/selling/doctype/quotation/quotation_list.js b/erpnext/selling/doctype/quotation/quotation_list.js index 5f4e2546fb..802c0ba641 100644 --- a/erpnext/selling/doctype/quotation/quotation_list.js +++ b/erpnext/selling/doctype/quotation/quotation_list.js @@ -14,15 +14,13 @@ frappe.listview_settings['Quotation'] = { get_indicator: function(doc) { if(doc.status==="Open") { - if (doc.valid_till && doc.valid_till < frappe.datetime.nowdate()) { - return [__("Expired"), "darkgrey", "valid_till,<," + frappe.datetime.nowdate()]; - } else { - return [__("Open"), "orange", "status,=,Open"]; - } + return [__("Open"), "orange", "status,=,Open"]; } else if(doc.status==="Ordered") { return [__("Ordered"), "green", "status,=,Ordered"]; } else if(doc.status==="Lost") { return [__("Lost"), "darkgrey", "status,=,Lost"]; + } else if(doc.status==="Expired") { + return [__("Expired"), "darkgrey", "status,=,Expired"]; } } }; diff --git a/erpnext/selling/doctype/quotation/test_quotation.py b/erpnext/selling/doctype/quotation/test_quotation.py index 7ee4a76ca6..ee6b429cca 100644 --- a/erpnext/selling/doctype/quotation/test_quotation.py +++ b/erpnext/selling/doctype/quotation/test_quotation.py @@ -201,6 +201,28 @@ class TestQuotation(unittest.TestCase): sec_qo = make_quotation(item_list=qo_item2, do_not_submit=True) sec_qo.submit() + def test_quotation_expiry(self): + from erpnext.selling.doctype.quotation.quotation import set_expired_status + + quotation_item = [ + { + "item_code": "_Test Item", + "warehouse":"", + "qty": 1, + "rate": 500 + } + ] + + yesterday = add_days(nowdate(), -1) + expired_quotation = make_quotation(item_list=quotation_item, transaction_date=yesterday, do_not_submit=True) + expired_quotation.valid_till = yesterday + expired_quotation.save() + expired_quotation.submit() + set_expired_status() + expired_quotation.reload() + self.assertEqual(expired_quotation.status, "Expired") + + test_records = frappe.get_test_records('Quotation') def get_quotation_dict(party_name=None, item_code=None): @@ -258,3 +280,5 @@ def make_quotation(**args): qo.submit() return qo + +