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

Merge branch 'develop' into opportunity-status

Browse Source
This commit is contained in:
rohitwaghchaure 2020-10-24 19:09:38 +05:30 committed by GitHub
commit 58016b07e0
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
260 changed files with 9619 additions and 4842 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

48
.github/helper/documentation.py vendored Normal file
View File

@ -0,0 +1,48 @@
import sys
import requests
from urllib.parse import urlparse
docs_repos = [
"frappe_docs",
"erpnext_documentation",
"erpnext_com",
"frappe_io",
]
def uri_validator(x):
result = urlparse(x)
return all([result.scheme, result.netloc, result.path])
def docs_link_exists(body):
for line in body.splitlines():
for word in line.split():
if word.startswith('http') and uri_validator(word):
parsed_url = urlparse(word)
if parsed_url.netloc == "github.com":
_, org, repo, _type, ref = parsed_url.path.split('/')
if org == "frappe" and repo in docs_repos:
return True
if __name__ == "__main__":
pr = sys.argv[1]
response = requests.get("https://api.github.com/repos/frappe/erpnext/pulls/{}".format(pr))
if response.ok:
payload = response.json()
title = payload.get("title", "").lower()
head_sha = payload.get("head", {}).get("sha")
body = payload.get("body", "").lower()
if title.startswith("feat") and head_sha and "no-docs" not in body:
if docs_link_exists(body):
print("Documentation Link Found. You're Awesome! 🎉")
else:
print("Documentation Link Not Found! ⚠️")
sys.exit(1)
else:
print("Skipping documentation checks... 🏃")

60
.github/helper/translation.py vendored Normal file
View File

@ -0,0 +1,60 @@
import re
import sys
errors_encounter = 0
pattern = re.compile(r"_\(([\"']{,3})(?P<message>((?!\1).)*)\1(\s*,\s*context\s*=\s*([\"'])(?P<py_context>((?!\5).)*)\5)*(\s*,\s*(.)*?\s*(,\s*([\"'])(?P<js_context>((?!\11).)*)\11)*)*\)")
words_pattern = re.compile(r"_{1,2}\([\"'`]{1,3}.*?[a-zA-Z]")
start_pattern = re.compile(r"_{1,2}\([f\"'`]{1,3}")
f_string_pattern = re.compile(r"_\(f[\"']")
starts_with_f_pattern = re.compile(r"_\(f")
# skip first argument
files = sys.argv[1:]
files_to_scan = [_file for _file in files if _file.endswith(('.py', '.js'))]
for _file in files_to_scan:
with open(_file, 'r') as f:
print(f'Checking: {_file}')
file_lines = f.readlines()
for line_number, line in enumerate(file_lines, 1):
if 'frappe-lint: disable-translate' in line:
continue
start_matches = start_pattern.search(line)
if start_matches:
starts_with_f = starts_with_f_pattern.search(line)
if starts_with_f:
has_f_string = f_string_pattern.search(line)
if has_f_string:
errors_encounter += 1
print(f'\nF-strings are not supported for translations at line number {line_number + 1}\n{line.strip()[:100]}')
continue
else:
continue
match = pattern.search(line)
error_found = False
if not match and line.endswith(',\n'):
# concat remaining text to validate multiline pattern
line = "".join(file_lines[line_number - 1:])
line = line[start_matches.start() + 1:]
match = pattern.match(line)
if not match:
error_found = True
print(f'\nTranslation syntax error at line number {line_number + 1}\n{line.strip()[:100]}')
if not error_found and not words_pattern.search(line):
error_found = True
print(f'\nTranslation is useless because it has no words at line number {line_number + 1}\n{line.strip()[:100]}')
if error_found:
errors_encounter += 1
if errors_encounter > 0:
print('\nVisit "https://frappeframework.com/docs/user/en/translations" to learn about valid translation strings.')
sys.exit(1)
else:
print('\nGood To Go!')

24
.github/workflows/docs-checker.yml vendored Normal file
View File

@ -0,0 +1,24 @@
name: 'Documentation Required'
on:
pull_request:
types: [ opened, synchronize, reopened, edited ]
jobs:
build:
runs-on: ubuntu-latest
steps:
- name: 'Setup Environment'
uses: actions/setup-python@v2
with:
python-version: 3.6
- name: 'Clone repo'
uses: actions/checkout@v2
- name: Validate Docs
env:
PR_NUMBER: ${{ github.event.number }}
run: |
pip install requests --quiet
python $GITHUB_WORKSPACE/.github/helper/documentation.py $PR_NUMBER

22
.github/workflows/translation_linter.yml vendored Normal file
View File

@ -0,0 +1,22 @@
name: Frappe Linter
on:
pull_request:
branches:
- develop
- version-12-hotfix
- version-11-hotfix
jobs:
check_translation:
name: Translation Syntax Check
runs-on: ubuntu-18.04
steps:
- uses: actions/checkout@v2
- name: Setup python3
uses: actions/setup-python@v1
with:
python-version: 3.6
- name: Validating Translation Syntax
run: |
git fetch origin $GITHUB_BASE_REF:$GITHUB_BASE_REF -q
files=$(git diff --name-only --diff-filter=d $GITHUB_BASE_REF)
python $GITHUB_WORKSPACE/.github/helper/translation.py $files

170
erpnext/accounts/custom/address.json
View File

@ -1,58 +1,126 @@
{
"custom_fields": [
{
"_assign": null,
"_comments": null,
"_liked_by": null,
"_user_tags": null,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"creation": "2018-12-28 22:29:21.828090",
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"dt": "Address",
"fetch_from": null,
"fieldname": "tax_category",
"fieldtype": "Link",
"hidden": 0,
"idx": 14,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"insert_after": "fax",
"label": "Tax Category",
"modified": "2018-12-28 22:29:21.828090",
"modified_by": "Administrator",
"name": "Address-tax_category",
"no_copy": 0,
"options": "Tax Category",
"owner": "Administrator",
"parent": null,
"parentfield": null,
"parenttype": null,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"translatable": 0,
"unique": 0,
"_assign": null,
"_comments": null,
"_liked_by": null,
"_user_tags": null,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"creation": "2018-12-28 22:29:21.828090",
"default": null,
"depends_on": null,
"description": null,
"docstatus": 0,
"dt": "Address",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "tax_category",
"fieldtype": "Link",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"idx": 15,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "fax",
"label": "Tax Category",
"length": 0,
"mandatory_depends_on": null,
"modified": "2018-12-28 22:29:21.828090",
"modified_by": "Administrator",
"name": "Address-tax_category",
"no_copy": 0,
"options": "Tax Category",
"owner": "Administrator",
"parent": null,
"parentfield": null,
"parenttype": null,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"translatable": 0,
"unique": 0,
"width": null
},
{
"_assign": null,
"_comments": null,
"_liked_by": null,
"_user_tags": null,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"collapsible_depends_on": null,
"columns": 0,
"creation": "2020-10-14 17:41:40.878179",
"default": "0",
"depends_on": null,
"description": null,
"docstatus": 0,
"dt": "Address",
"fetch_from": null,
"fetch_if_empty": 0,
"fieldname": "is_your_company_address",
"fieldtype": "Check",
"hidden": 0,
"hide_border": 0,
"hide_days": 0,
"hide_seconds": 0,
"idx": 20,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_preview": 0,
"in_standard_filter": 0,
"insert_after": "linked_with",
"label": "Is Your Company Address",
"length": 0,
"mandatory_depends_on": null,
"modified": "2020-10-14 17:41:40.878179",
"modified_by": "Administrator",
"name": "Address-is_your_company_address",
"no_copy": 0,
"options": null,
"owner": "Administrator",
"parent": null,
"parentfield": null,
"parenttype": null,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": null,
"read_only": 0,
"read_only_depends_on": null,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"translatable": 0,
"unique": 0,
"width": null
}
],
"custom_perms": [],
"doctype": "Address",
"property_setters": [],
],
"custom_perms": [],
"doctype": "Address",
"property_setters": [],
"sync_on_migrate": 1
}

42
erpnext/accounts/custom/address.py Normal file
View File

@ -0,0 +1,42 @@
import frappe
from frappe import _
from frappe.contacts.doctype.address.address import Address
from frappe.contacts.doctype.address.address import get_address_templates
class ERPNextAddress(Address):
def validate(self):
self.validate_reference()
super(ERPNextAddress, self).validate()
def link_address(self):
"""Link address based on owner"""
if self.is_your_company_address:
return
return super(ERPNextAddress, self).link_address()
def validate_reference(self):
if self.is_your_company_address and not [
row for row in self.links if row.link_doctype == "Company"
]:
frappe.throw(_("Address needs to be linked to a Company. Please add a row for Company in the Links table."),
title=_("Company Not Linked"))
@frappe.whitelist()
def get_shipping_address(company, address = None):
filters = [
["Dynamic Link", "link_doctype", "=", "Company"],
["Dynamic Link", "link_name", "=", company],
["Address", "is_your_company_address", "=", 1]
]
fields = ["*"]
if address and frappe.db.get_value('Dynamic Link',
{'parent': address, 'link_name': company}):
filters.append(["Address", "name", "=", address])
address = frappe.get_all("Address", filters=filters, fields=fields) or {}
if address:
address_as_dict = address[0]
name, address_template = get_address_templates(address_as_dict)
return address_as_dict.get("name"), frappe.render_template(address_template, address_as_dict)

2
erpnext/accounts/desk_page/accounting/accounting.json
View File

@ -108,7 +108,7 @@
"pin_to_top": 0,
"shortcuts": [
{
"label": "Chart Of Accounts",
"label": "Chart of Accounts",
"link_to": "Account",
"type": "DocType"
},

4
erpnext/accounts/doctype/account/account_tree.js
View File

@ -2,7 +2,7 @@ frappe.provide("frappe.treeview_settings")
frappe.treeview_settings["Account"] = {
breadcrumb: "Accounts",
title: __("Chart Of Accounts"),
title: __("Chart of Accounts"),
get_tree_root: false,
filters: [
{
@ -97,7 +97,7 @@ frappe.treeview_settings["Account"] = {
treeview.page.add_inner_button(__("Journal Entry"), function() {
frappe.new_doc('Journal Entry', {company: get_company()});
}, __('Create'));
treeview.page.add_inner_button(__("New Company"), function() {
treeview.page.add_inner_button(__("Company"), function() {
frappe.new_doc('Company');
}, __('Create'));

26
erpnext/accounts/doctype/accounts_settings/accounts_settings.json
View File

@ -40,7 +40,7 @@
"fields": [
{
"default": "1",
"description": "If enabled, the system will post accounting entries for inventory automatically.",
"description": "If enabled, the system will post accounting entries for inventory automatically",
"fieldname": "auto_accounting_for_stock",
"fieldtype": "Check",
"hidden": 1,
@ -48,23 +48,23 @@
"label": "Make Accounting Entry For Every Stock Movement"
},
{
"description": "Accounting entry frozen up to this date, nobody can do / modify entry except role specified below.",
"description": "Accounting entries are frozen up to this date. Nobody can create or modify entries except users with the role specified below",
"fieldname": "acc_frozen_upto",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Accounts Frozen Upto"
"label": "Accounts Frozen Till Date"
},
{
"description": "Users with this role are allowed to set frozen accounts and create / modify accounting entries against frozen accounts",
"fieldname": "frozen_accounts_modifier",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Role Allowed to Set Frozen Accounts & Edit Frozen Entries",
"label": "Role Allowed to Set Frozen Accounts and Edit Frozen Entries",
"options": "Role"
},
{
"default": "Billing Address",
"description": "Address used to determine Tax Category in transactions.",
"description": "Address used to determine Tax Category in transactions",
"fieldname": "determine_address_tax_category_from",
"fieldtype": "Select",
"label": "Determine Address Tax Category From",
@ -75,7 +75,7 @@
"fieldtype": "Column Break"
},
{
"description": "Role that is allowed to submit transactions that exceed credit limits set.",
"description": "This role is allowed to submit transactions that exceed credit limits",
"fieldname": "credit_controller",
"fieldtype": "Link",
"in_list_view": 1,
@ -127,7 +127,7 @@
"default": "0",
"fieldname": "show_inclusive_tax_in_print",
"fieldtype": "Check",
"label": "Show Inclusive Tax In Print"
"label": "Show Inclusive Tax in Print"
},
{
"fieldname": "column_break_12",
@ -165,7 +165,7 @@
},
{
"default": "0",
"description": "Only select if you have setup Cash Flow Mapper documents",
"description": "Only select this if you have set up the Cash Flow Mapper documents",
"fieldname": "use_custom_cash_flow",
"fieldtype": "Check",
"label": "Use Custom Cash Flow Format"
@ -177,7 +177,7 @@
"label": "Automatically Fetch Payment Terms"
},
{
"description": "Percentage you are allowed to bill more against the amount ordered. For example: If the order value is $100 for an item and tolerance is set as 10% then you are allowed to bill for $110.",
"description": "The percentage you are allowed to bill more against the amount ordered. For example, if the order value is $100 for an item and tolerance is set as 10%, then you are allowed to bill up to $110 ",
"fieldname": "over_billing_allowance",
"fieldtype": "Currency",
"label": "Over Billing Allowance (%)"
@ -199,7 +199,7 @@
},
{
"default": "0",
"description": "If this is unchecked direct GL Entries will be created to book Deferred Revenue/Expense",
"description": "If this is unchecked, direct GL entries will be created to book deferred revenue or expense",
"fieldname": "book_deferred_entries_via_journal_entry",
"fieldtype": "Check",
"label": "Book Deferred Entries Via Journal Entry"
@ -214,7 +214,7 @@
},
{
"default": "Days",
"description": "If \"Months\" is selected then fixed amount will be booked as deferred revenue or expense for each month irrespective of number of days in a month. Will be prorated if deferred revenue or expense is not booked for an entire month.",
"description": "If \"Months\" is selected, a fixed amount will be booked as deferred revenue or expense for each month irrespective of the number of days in a month. It will be prorated if deferred revenue or expense is not booked for an entire month",
"fieldname": "book_deferred_entries_based_on",
"fieldtype": "Select",
"label": "Book Deferred Entries Based On",
@ -226,7 +226,7 @@
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2020-10-07 14:58:50.325577",
"modified": "2020-10-13 11:32:52.268826",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Settings",
@ -254,4 +254,4 @@
"sort_field": "modified",
"sort_order": "ASC",
"track_changes": 1
}
}

4
erpnext/accounts/doctype/cashier_closing/cashier_closing.py
View File

@ -23,13 +23,13 @@ class CashierClosing(Document):
where posting_date=%s and posting_time>=%s and posting_time<=%s and owner=%s
""", (self.date, self.from_time, self.time, self.user))
self.outstanding_amount = flt(values[0][0] if values else 0)
def make_calculations(self):
total = 0.00
for i in self.payments:
total += flt(i.amount)
self.net_amount = total + self.outstanding_amount + self.expense - self.custody + self.returns
self.net_amount = total + self.outstanding_amount + flt(self.expense) - flt(self.custody) + flt(self.returns)
def validate_time(self):
if self.from_time >= self.time:

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

@ -195,7 +195,7 @@ def build_response_as_excel(writer):
reader = csv.reader(f)
from frappe.utils.xlsxutils import make_xlsx
xlsx_file = make_xlsx(reader, "Chart Of Accounts Importer Template")
xlsx_file = make_xlsx(reader, "Chart of Accounts Importer Template")
f.close()
os.remove(filename)

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

@ -210,7 +210,7 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({
$.each(this.frm.doc.accounts || [], function(i, jvd) {
frappe.model.set_default_values(jvd);
});
var posting_date = this.frm.posting_date;
var posting_date = this.frm.doc.posting_date;
if(!this.frm.doc.amended_from) this.frm.set_value('posting_date', posting_date || frappe.datetime.get_today());
}
},

7
erpnext/accounts/doctype/mode_of_payment/mode_of_payment.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:mode_of_payment",
@ -28,7 +29,7 @@
"fieldtype": "Select",
"in_standard_filter": 1,
"label": "Type",
"options": "Cash\nBank\nGeneral"
"options": "Cash\nBank\nGeneral\nPhone"
},
{
"fieldname": "accounts",
@ -45,7 +46,9 @@
],
"icon": "fa fa-credit-card",
"idx": 1,
"modified": "2020-09-18 17:26:09.703215",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2020-09-18 17:57:23.835236",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Mode of Payment",

41
erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js
View File

@ -6,7 +6,7 @@ frappe.ui.form.on('Opening Invoice Creation Tool', {
frm.set_query('party_type', 'invoices', function(doc, cdt, cdn) {
return {
filters: {
'name': ['in', 'Customer,Supplier']
'name': ['in', 'Customer, Supplier']
}
};
});
@ -14,29 +14,46 @@ frappe.ui.form.on('Opening Invoice Creation Tool', {
if (frm.doc.company) {
frm.trigger('setup_company_filters');
}
frappe.realtime.on('opening_invoice_creation_progress', data => {
if (!frm.doc.import_in_progress) {
frm.dashboard.reset();
frm.doc.import_in_progress = true;
}
if (data.user != frappe.session.user) return;
if (data.count == data.total) {
setTimeout((title) => {
frm.doc.import_in_progress = false;
frm.clear_table("invoices");
frm.refresh_fields();
frm.page.clear_indicator();
frm.dashboard.hide_progress(title);
frappe.msgprint(__("Opening {0} Invoice created", [frm.doc.invoice_type]));
}, 1500, data.title);
return;
}
frm.dashboard.show_progress(data.title, (data.count / data.total) * 100, data.message);
frm.page.set_indicator(__('In Progress'), 'orange');
});
},
refresh: function(frm) {
frm.disable_save();
frm.trigger("make_dashboard");
!frm.doc.import_in_progress && frm.trigger("make_dashboard");
frm.page.set_primary_action(__('Create Invoices'), () => {
let btn_primary = frm.page.btn_primary.get(0);
return frm.call({
doc: frm.doc,
freeze: true,
btn: $(btn_primary),
method: "make_invoices",
freeze_message: __("Creating {0} Invoice", [frm.doc.invoice_type]),
callback: (r) => {
if(!r.exc){
frappe.msgprint(__("Opening {0} Invoice created", [frm.doc.invoice_type]));
frm.clear_table("invoices");
frm.refresh_fields();
frm.reload_doc();
}
}
freeze_message: __("Creating {0} Invoice", [frm.doc.invoice_type])
});
});
if (frm.doc.create_missing_party) {
frm.set_df_property("party", "fieldtype", "Data", frm.doc.name, "invoices");
}
},
setup_company_filters: function(frm) {

174
erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py
View File

@ -4,9 +4,12 @@
from __future__ import unicode_literals
import frappe
import traceback
from json import dumps
from frappe import _, scrub
from frappe.utils import flt, nowdate
from frappe.model.document import Document
from frappe.utils.background_jobs import enqueue
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
@ -61,67 +64,48 @@ class OpeningInvoiceCreationTool(Document):
prepare_invoice_summary(doctype, invoices)
return invoices_summary, max_count
def make_invoices(self):
names = []
mandatory_error_msg = _("Row {0}: {1} is required to create the Opening {2} Invoices")
def validate_company(self):
if not self.company:
frappe.throw(_("Please select the Company"))
def set_missing_values(self, row):
row.qty = row.qty or 1.0
row.temporary_opening_account = row.temporary_opening_account or get_temporary_opening_account(self.company)
row.party_type = "Customer" if self.invoice_type == "Sales" else "Supplier"
row.item_name = row.item_name or _("Opening Invoice Item")
row.posting_date = row.posting_date or nowdate()
row.due_date = row.due_date or nowdate()
company_details = frappe.get_cached_value('Company', self.company,
["default_currency", "default_letter_head"], as_dict=1) or {}
def validate_mandatory_invoice_fields(self, row):
if not frappe.db.exists(row.party_type, row.party):
if self.create_missing_party:
self.add_party(row.party_type, row.party)
else:
frappe.throw(_("Row #{}: {} {} does not exist.").format(row.idx, frappe.bold(row.party_type), frappe.bold(row.party)))
mandatory_error_msg = _("Row #{0}: {1} is required to create the Opening {2} Invoices")
for d in ("Party", "Outstanding Amount", "Temporary Opening Account"):
if not row.get(scrub(d)):
frappe.throw(mandatory_error_msg.format(row.idx, d, self.invoice_type))
def get_invoices(self):
invoices = []
for row in self.invoices:
if not row.qty:
row.qty = 1.0
# always mandatory fields for the invoices
if not row.temporary_opening_account:
row.temporary_opening_account = get_temporary_opening_account(self.company)
row.party_type = "Customer" if self.invoice_type == "Sales" else "Supplier"
# Allow to create invoice even if no party present in customer or supplier.
if not frappe.db.exists(row.party_type, row.party):
if self.create_missing_party:
self.add_party(row.party_type, row.party)
else:
frappe.throw(_("{0} {1} does not exist.").format(frappe.bold(row.party_type), frappe.bold(row.party)))
if not row.item_name:
row.item_name = _("Opening Invoice Item")
if not row.posting_date:
row.posting_date = nowdate()
if not row.due_date:
row.due_date = nowdate()
for d in ("Party", "Outstanding Amount", "Temporary Opening Account"):
if not row.get(scrub(d)):
frappe.throw(mandatory_error_msg.format(row.idx, _(d), self.invoice_type))
args = self.get_invoice_dict(row=row)
if not args:
if not row:
continue
self.set_missing_values(row)
self.validate_mandatory_invoice_fields(row)
invoice = self.get_invoice_dict(row)
company_details = frappe.get_cached_value('Company', self.company, ["default_currency", "default_letter_head"], as_dict=1) or {}
if company_details:
args.update({
invoice.update({
"currency": company_details.get("default_currency"),
"letter_head": company_details.get("default_letter_head")
})
invoices.append(invoice)
doc = frappe.get_doc(args).insert()
doc.submit()
names.append(doc.name)
if len(self.invoices) > 5:
frappe.publish_realtime(
"progress", dict(
progress=[row.idx, len(self.invoices)],
title=_('Creating {0}').format(doc.doctype)
),
user=frappe.session.user
)
return names
return invoices
def add_party(self, party_type, party):
party_doc = frappe.new_doc(party_type)
@ -140,14 +124,12 @@ class OpeningInvoiceCreationTool(Document):
def get_invoice_dict(self, row=None):
def get_item_dict():
default_uom = frappe.db.get_single_value("Stock Settings", "stock_uom") or _("Nos")
cost_center = row.get('cost_center') or frappe.get_cached_value('Company',
self.company, "cost_center")
cost_center = row.get('cost_center') or frappe.get_cached_value('Company', self.company, "cost_center")
if not cost_center:
frappe.throw(
_("Please set the Default Cost Center in {0} company.").format(frappe.bold(self.company))
)
frappe.throw(_("Please set the Default Cost Center in {0} company.").format(frappe.bold(self.company)))
income_expense_account_field = "income_account" if row.party_type == "Customer" else "expense_account"
default_uom = frappe.db.get_single_value("Stock Settings", "stock_uom") or _("Nos")
rate = flt(row.outstanding_amount) / flt(row.qty)
return frappe._dict({
@ -161,18 +143,9 @@ class OpeningInvoiceCreationTool(Document):
"cost_center": cost_center
})
if not row:
return None
party_type = "Customer"
income_expense_account_field = "income_account"
if self.invoice_type == "Purchase":
party_type = "Supplier"
income_expense_account_field = "expense_account"
item = get_item_dict()
args = frappe._dict({
invoice = frappe._dict({
"items": [item],
"is_opening": "Yes",
"set_posting_time": 1,
@ -180,21 +153,76 @@ class OpeningInvoiceCreationTool(Document):
"cost_center": self.cost_center,
"due_date": row.due_date,
"posting_date": row.posting_date,
frappe.scrub(party_type): row.party,
frappe.scrub(row.party_type): row.party,
"is_pos": 0,
"doctype": "Sales Invoice" if self.invoice_type == "Sales" else "Purchase Invoice"
})
accounting_dimension = get_accounting_dimensions()
for dimension in accounting_dimension:
args.update({
invoice.update({
dimension: item.get(dimension)
})
if self.invoice_type == "Sales":
args["is_pos"] = 0
return invoice
return args
def make_invoices(self):
self.validate_company()
invoices = self.get_invoices()
if len(invoices) < 50:
return start_import(invoices)
else:
from frappe.core.page.background_jobs.background_jobs import get_info
from frappe.utils.scheduler import is_scheduler_inactive
if is_scheduler_inactive() and not frappe.flags.in_test:
frappe.throw(_("Scheduler is inactive. Cannot import data."), title=_("Scheduler Inactive"))
enqueued_jobs = [d.get("job_name") for d in get_info()]
if self.name not in enqueued_jobs:
enqueue(
start_import,
queue="default",
timeout=6000,
event="opening_invoice_creation",
job_name=self.name,
invoices=invoices,
now=frappe.conf.developer_mode or frappe.flags.in_test
)
def start_import(invoices):
errors = 0
names = []
for idx, d in enumerate(invoices):
try:
publish(idx, len(invoices), d.doctype)
doc = frappe.get_doc(d)
doc.insert()
doc.submit()
frappe.db.commit()
names.append(doc.name)
except Exception:
errors += 1
frappe.db.rollback()
message = "\n".join(["Data:", dumps(d, default=str, indent=4), "--" * 50, "\nException:", traceback.format_exc()])
frappe.log_error(title="Error while creating Opening Invoice", message=message)
frappe.db.commit()
if errors:
frappe.msgprint(_("You had {} errors while creating opening invoices. Check {} for more details")
.format(errors, "<a href='#List/Error Log' class='variant-click'>Error Log</a>"), indicator="red", title=_("Error Occured"))
return names
def publish(index, total, doctype):
if total < 5: return
frappe.publish_realtime(
"opening_invoice_creation_progress",
dict(
title=_("Opening Invoice Creation In Progress"),
message=_('Creating {} out of {} {}').format(index + 1, total, doctype),
user=frappe.session.user,
count=index+1,
total=total
))
@frappe.whitelist()
def get_temporary_opening_account(company=None):

2
erpnext/accounts/doctype/opening_invoice_creation_tool/test_opening_invoice_creation_tool.py
View File

@ -44,7 +44,7 @@ class TestOpeningInvoiceCreationTool(unittest.TestCase):
0: ["_Test Supplier", 300, "Overdue"],
1: ["_Test Supplier 1", 250, "Overdue"],
}
self.check_expected_values(invoices, expected_value, invoice_type="Purchase", )
self.check_expected_values(invoices, expected_value, "Purchase")
def get_opening_invoice_creation_dict(**args):
party = "Customer" if args.get("invoice_type", "Sales") == "Sales" else "Supplier"

371
erpnext/accounts/doctype/payment_gateway_account/payment_gateway_account.json
View File

@ -1,313 +1,98 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2015-12-23 21:31:52.699821",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"actions": [],
"creation": "2015-12-23 21:31:52.699821",
"doctype": "DocType",
"editable_grid": 1,
"field_order": [
"payment_gateway",
"payment_channel",
"is_default",
"column_break_4",
"payment_account",
"currency",
"payment_request_message",
"message",
"message_examples"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "payment_gateway",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"fieldname": "payment_gateway",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Payment Gateway",
"length": 0,
"no_copy": 0,
"options": "Payment Gateway",
"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
},
"label": "Payment Gateway",
"options": "Payment Gateway",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "is_default",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Is Default",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"default": "0",
"fieldname": "is_default",
"fieldtype": "Check",
"label": "Is Default"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_4",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "payment_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"fieldname": "payment_account",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Payment Account",
"length": 0,
"no_copy": 0,
"options": "Account",
"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
},
"label": "Payment Account",
"options": "Account",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_from": "payment_account.account_currency",
"fieldname": "currency",
"fieldtype": "Read Only",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Currency",
"length": 0,
"no_copy": 0,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldtype": "Read Only",
"label": "Currency"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "payment_request_message",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"depends_on": "eval: doc.payment_channel !== \"Phone\"",
"fieldname": "payment_request_message",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Please click on the link below to make your payment",
"fieldname": "message",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Default Payment Request Message",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"default": "Please click on the link below to make your payment",
"fieldname": "message",
"fieldtype": "Small Text",
"label": "Default Payment Request Message"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "message_examples",
"fieldtype": "HTML",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Message Examples",
"length": 0,
"no_copy": 0,
"options": "<pre><h5>Message Example</h5>\n\n&lt;p&gt; Thank You for being a part of {{ doc.company }}! We hope you are enjoying the service.&lt;/p&gt;\n\n&lt;p&gt; Please find enclosed the E Bill statement. The outstanding amount is {{ doc.grand_total }}.&lt;/p&gt;\n\n&lt;p&gt; We don't want you to be spending time running around in order to pay for your Bill.<br>After all, life is beautiful and the time you have in hand should be spent to enjoy it!<br>So here are our little ways to help you get more time for life! &lt;/p&gt;\n\n&lt;a href=\"{{ payment_url }}\"&gt; click here to pay &lt;/a&gt;\n\n</pre>\n",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "message_examples",
"fieldtype": "HTML",
"label": "Message Examples",
"options": "<pre><h5>Message Example</h5>\n\n&lt;p&gt; Thank You for being a part of {{ doc.company }}! We hope you are enjoying the service.&lt;/p&gt;\n\n&lt;p&gt; Please find enclosed the E Bill statement. The outstanding amount is {{ doc.grand_total }}.&lt;/p&gt;\n\n&lt;p&gt; We don't want you to be spending time running around in order to pay for your Bill.<br>After all, life is beautiful and the time you have in hand should be spent to enjoy it!<br>So here are our little ways to help you get more time for life! &lt;/p&gt;\n\n&lt;a href=\"{{ payment_url }}\"&gt; click here to pay &lt;/a&gt;\n\n</pre>\n"
},
{
"default": "Email",
"fieldname": "payment_channel",
"fieldtype": "Select",
"label": "Payment Channel",
"options": "\nEmail\nPhone"
}
],
"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": "2018-05-16 22:43:34.970491",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Gateway Account",
"name_case": "",
"owner": "Administrator",
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2020-09-20 13:30:27.722852",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Gateway Account",
"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": "Accounts Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 0,
"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
],
"sort_field": "modified",
"sort_order": "DESC"
}

57
erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.js
View File

@ -37,6 +37,11 @@ frappe.ui.form.on("Payment Reconciliation Payment", {
erpnext.accounts.PaymentReconciliationController = frappe.ui.form.Controller.extend({
onload: function() {
var me = this;
this.frm.set_query("party", function() {
check_mandatory(me.frm);
});
this.frm.set_query("party_type", function() {
return {
"filters": {
@ -46,37 +51,39 @@ erpnext.accounts.PaymentReconciliationController = frappe.ui.form.Controller.ext
});
this.frm.set_query('receivable_payable_account', function() {
if(!me.frm.doc.company || !me.frm.doc.party_type) {
frappe.msgprint(__("Please select Company and Party Type first"));
} else {
return{
filters: {
"company": me.frm.doc.company,
"is_group": 0,
"account_type": frappe.boot.party_account_types[me.frm.doc.party_type]
}
};
}
check_mandatory(me.frm);
return {
filters: {
"company": me.frm.doc.company,
"is_group": 0,
"account_type": frappe.boot.party_account_types[me.frm.doc.party_type]
}
};
});
this.frm.set_query('bank_cash_account', function() {
if(!me.frm.doc.company) {
frappe.msgprint(__("Please select Company first"));
} else {
return{
filters:[
['Account', 'company', '=', me.frm.doc.company],
['Account', 'is_group', '=', 0],
['Account', 'account_type', 'in', ['Bank', 'Cash']]
]
};
}
check_mandatory(me.frm, true);
return {
filters:[
['Account', 'company', '=', me.frm.doc.company],
['Account', 'is_group', '=', 0],
['Account', 'account_type', 'in', ['Bank', 'Cash']]
]
};
});
this.frm.set_value('party_type', '');
this.frm.set_value('party', '');
this.frm.set_value('receivable_payable_account', '');
var check_mandatory = (frm, only_company=false) => {
var title = __("Mandatory");
if (only_company && !frm.doc.company) {
frappe.throw({message: __("Please Select a Company First"), title: title});
} else if (!frm.doc.company || !frm.doc.party_type) {
frappe.throw({message: __("Please Select Both Company and Party Type First"), title: title});
}
};
},
refresh: function() {
@ -90,7 +97,7 @@ erpnext.accounts.PaymentReconciliationController = frappe.ui.form.Controller.ext
party: function() {
var me = this
if(!me.frm.doc.receivable_payable_account && me.frm.doc.party_type && me.frm.doc.party) {
if (!me.frm.doc.receivable_payable_account && me.frm.doc.party_type && me.frm.doc.party) {
return frappe.call({
method: "erpnext.accounts.party.get_party_account",
args: {
@ -99,7 +106,7 @@ erpnext.accounts.PaymentReconciliationController = frappe.ui.form.Controller.ext
party: me.frm.doc.party
},
callback: function(r) {
if(!r.exc && r.message) {
if (!r.exc && r.message) {
me.frm.set_value("receivable_payable_account", r.message);
}
}

1
erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py
View File

@ -99,6 +99,7 @@ class PaymentReconciliation(Document):
and `tabGL Entry`.against_voucher_type = %(voucher_type)s
and `tab{doc}`.docstatus = 1 and `tabGL Entry`.party = %(party)s
and `tabGL Entry`.party_type = %(party_type)s and `tabGL Entry`.account = %(account)s
and `tabGL Entry`.is_cancelled = 0
GROUP BY `tab{doc}`.name
Having
amount > 0

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

@ -25,7 +25,7 @@ frappe.ui.form.on("Payment Request", "onload", function(frm, dt, dn){
})
frappe.ui.form.on("Payment Request", "refresh", function(frm) {
if(frm.doc.payment_request_type == 'Inward' &&
if(frm.doc.payment_request_type == 'Inward' && frm.doc.payment_channel !== "Phone" &&
!in_list(["Initiated", "Paid"], frm.doc.status) && !frm.doc.__islocal && frm.doc.docstatus==1){
frm.add_custom_button(__('Resend Payment Email'), function(){
frappe.call({

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

@ -48,6 +48,7 @@
"section_break_7",
"payment_gateway",
"payment_account",
"payment_channel",
"payment_order",
"amended_from"
],
@ -230,6 +231,7 @@
"label": "Recipient Message And Payment Details"
},
{
"depends_on": "eval: doc.payment_channel != \"Phone\"",
"fieldname": "print_format",
"fieldtype": "Select",
"label": "Print Format"
@ -241,6 +243,7 @@
"label": "To"
},
{
"depends_on": "eval: doc.payment_channel != \"Phone\"",
"fieldname": "subject",
"fieldtype": "Data",
"in_global_search": 1,
@ -277,16 +280,18 @@
"read_only": 1
},
{
"depends_on": "eval: doc.payment_request_type == 'Inward'",
"depends_on": "eval: doc.payment_request_type == 'Inward' || doc.payment_channel != \"Phone\"",
"fieldname": "section_break_10",
"fieldtype": "Section Break"
},
{
"depends_on": "eval: doc.payment_channel != \"Phone\"",
"fieldname": "message",
"fieldtype": "Text",
"label": "Message"
},
{
"depends_on": "eval: doc.payment_channel != \"Phone\"",
"fieldname": "message_examples",
"fieldtype": "HTML",
"label": "Message Examples",
@ -347,12 +352,21 @@
"options": "Payment Request",
"print_hide": 1,
"read_only": 1
},
{
"fetch_from": "payment_gateway_account.payment_channel",
"fieldname": "payment_channel",
"fieldtype": "Select",
"label": "Payment Channel",
"options": "\nEmail\nPhone",
"read_only": 1
}
],
"in_create": 1,
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-07-17 14:06:42.185763",
"modified": "2020-09-18 12:24:14.178853",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Request",

65
erpnext/accounts/doctype/payment_request/payment_request.py
View File

@ -36,7 +36,7 @@ class PaymentRequest(Document):
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)
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")
@ -76,11 +76,25 @@ class PaymentRequest(Document):
or self.flags.mute_email:
send_mail = False
if send_mail:
if send_mail and self.payment_channel != "Phone":
self.set_payment_request_url()
self.send_email()
self.make_communication_entry()
elif self.payment_channel == "Phone":
controller = get_payment_gateway_controller(self.payment_gateway)
payment_record = dict(
reference_doctype="Payment Request",
reference_docname=self.name,
payment_reference=self.reference_name,
grand_total=self.grand_total,
sender=self.email_to,
currency=self.currency,
payment_gateway=self.payment_gateway
)
controller.validate_transaction_currency(self.currency)
controller.request_for_payment(**payment_record)
def on_cancel(self):
self.check_if_payment_entry_exists()
self.set_as_cancelled()
@ -105,13 +119,14 @@ class PaymentRequest(Document):
return False
def set_payment_request_url(self):
if self.payment_account:
if self.payment_account and self.payment_channel != "Phone":
self.payment_url = self.get_payment_url()
if self.payment_url:
self.db_set('payment_url', self.payment_url)
if self.payment_url or not self.payment_gateway_account:
if self.payment_url or not self.payment_gateway_account \
or (self.payment_gateway_account and self.payment_channel == "Phone"):
self.db_set('status', 'Initiated')
def get_payment_url(self):
@ -140,10 +155,14 @@ class PaymentRequest(Document):
})
def set_as_paid(self):
payment_entry = self.create_payment_entry()
self.make_invoice()
if self.payment_channel == "Phone":
self.db_set("status", "Paid")
return payment_entry
else:
payment_entry = self.create_payment_entry()
self.make_invoice()
return payment_entry
def create_payment_entry(self, submit=True):
"""create entry"""
@ -151,7 +170,7 @@ class PaymentRequest(Document):
ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name)
if self.reference_doctype == "Sales Invoice":
if self.reference_doctype in ["Sales Invoice", "POS Invoice"]:
party_account = ref_doc.debit_to
elif self.reference_doctype == "Purchase Invoice":
party_account = ref_doc.credit_to
@ -166,8 +185,8 @@ class PaymentRequest(Document):
else:
party_amount = self.grand_total
payment_entry = get_payment_entry(self.reference_doctype, self.reference_name,
party_amount=party_amount, bank_account=self.payment_account, bank_amount=bank_amount)
payment_entry = get_payment_entry(self.reference_doctype, self.reference_name, party_amount=party_amount,
bank_account=self.payment_account, bank_amount=bank_amount)
payment_entry.update({
"reference_no": self.name,
@ -255,7 +274,7 @@ class PaymentRequest(Document):
# if shopping cart enabled and in session
if (shopping_cart_settings.enabled and hasattr(frappe.local, "session")
and frappe.local.session.user != "Guest"):
and frappe.local.session.user != "Guest") and self.payment_channel != "Phone":
success_url = shopping_cart_settings.payment_success_url
if success_url:
@ -280,7 +299,9 @@ def make_payment_request(**args):
args = frappe._dict(args)
ref_doc = frappe.get_doc(args.dt, args.dn)
grand_total = get_amount(ref_doc)
gateway_account = get_gateway_details(args) or frappe._dict()
grand_total = get_amount(ref_doc, gateway_account.get("payment_account"))
if args.loyalty_points and args.dt == "Sales Order":
from erpnext.accounts.doctype.loyalty_program.loyalty_program import validate_loyalty_points
loyalty_amount = validate_loyalty_points(ref_doc, int(args.loyalty_points))
@ -288,8 +309,6 @@ def make_payment_request(**args):
frappe.db.set_value("Sales Order", args.dn, "loyalty_amount", loyalty_amount, update_modified=False)
grand_total = grand_total - loyalty_amount
gateway_account = get_gateway_details(args) or frappe._dict()
bank_account = (get_party_bank_account(args.get('party_type'), args.get('party'))
if args.get('party_type') else '')
@ -314,9 +333,11 @@ def make_payment_request(**args):
"payment_gateway_account": gateway_account.get("name"),
"payment_gateway": gateway_account.get("payment_gateway"),
"payment_account": gateway_account.get("payment_account"),
"payment_channel": gateway_account.get("payment_channel"),
"payment_request_type": args.get("payment_request_type"),
"currency": ref_doc.currency,
"grand_total": grand_total,
"mode_of_payment": args.mode_of_payment,
"email_to": args.recipient_id or ref_doc.owner,
"subject": _("Payment Request for {0}").format(args.dn),
"message": gateway_account.get("message") or get_dummy_message(ref_doc),
@ -344,7 +365,7 @@ def make_payment_request(**args):
return pr.as_dict()
def get_amount(ref_doc):
def get_amount(ref_doc, payment_account=None):
"""get amount based on doctype"""
dt = ref_doc.doctype
if dt in ["Sales Order", "Purchase Order"]:
@ -356,6 +377,12 @@ def get_amount(ref_doc):
else:
grand_total = flt(ref_doc.outstanding_amount) / ref_doc.conversion_rate
elif dt == "POS Invoice":
for pay in ref_doc.payments:
if pay.type == "Phone" and pay.account == payment_account:
grand_total = pay.amount
break
elif dt == "Fees":
grand_total = ref_doc.outstanding_amount
@ -366,6 +393,10 @@ def get_amount(ref_doc):
frappe.throw(_("Payment Entry is already created"))
def get_existing_payment_request_amount(ref_dt, ref_dn):
"""
Get the existing payment request which are unpaid or partially paid for payment channel other than Phone
and get the summation of existing paid payment request for Phone payment channel.
"""
existing_payment_request_amount = frappe.db.sql("""
select sum(grand_total)
from `tabPayment Request`
@ -373,7 +404,9 @@ def get_existing_payment_request_amount(ref_dt, ref_dn):
reference_doctype = %s
and reference_name = %s
and docstatus = 1
and status != 'Paid'
and (status != 'Paid'
or (payment_channel = 'Phone'
and status = 'Paid'))
""", (ref_dt, ref_dn))
return flt(existing_payment_request_amount[0][0]) if existing_payment_request_amount else 0

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

@ -45,6 +45,7 @@
"unique": 0
},
{
"description": "Provide the invoice portion in percent",
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 1,
@ -170,6 +171,7 @@
"unique": 0
},
{
"description": "Give number of days according to prior selection",
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 1,
@ -305,7 +307,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-03-08 10:47:32.830478",
"modified": "2020-10-14 10:47:32.830478",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Term",
@ -381,4 +383,4 @@
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
}
}

17
erpnext/accounts/doctype/pos_invoice/pos_invoice.js
View File

@ -201,5 +201,22 @@ frappe.ui.form.on('POS Invoice', {
}
frm.set_value("loyalty_amount", loyalty_amount);
}
},
request_for_payment: function (frm) {
frm.save().then(() => {
frappe.dom.freeze();
frappe.call({
method: 'create_payment_request',
doc: frm.doc,
})
.fail(() => {
frappe.dom.unfreeze();
frappe.msgprint('Payment request failed');
})
.then(() => {
frappe.msgprint('Payment request sent successfully');
});
});
}
});

8
erpnext/accounts/doctype/pos_invoice/pos_invoice.json
View File

@ -279,8 +279,7 @@
"fieldtype": "Check",
"label": "Is Return (Credit Note)",
"no_copy": 1,
"print_hide": 1,
"set_only_once": 1
"print_hide": 1
},
{
"fieldname": "column_break1",
@ -461,7 +460,7 @@
},
{
"fieldname": "contact_mobile",
"fieldtype": "Small Text",
"fieldtype": "Data",
"hidden": 1,
"label": "Mobile No",
"read_only": 1
@ -1579,10 +1578,9 @@
}
],
"icon": "fa fa-file-text",
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-09-07 12:43:09.138720",
"modified": "2020-09-28 16:51:24.641755",
"modified_by": "Administrator",
"module": "Accounts",
"name": "POS Invoice",

70
erpnext/accounts/doctype/pos_invoice/pos_invoice.py
View File

@ -15,6 +15,7 @@ from erpnext.accounts.doctype.loyalty_program.loyalty_program import \
from erpnext.accounts.doctype.sales_invoice.sales_invoice import SalesInvoice, get_bank_cash_account, update_multi_mode_option
from erpnext.stock.doctype.serial_no.serial_no import get_pos_reserved_serial_nos
from erpnext.accounts.doctype.payment_request.payment_request import make_payment_request
from six import iteritems
@ -57,6 +58,7 @@ class POSInvoice(SalesInvoice):
against_psi_doc.make_loyalty_point_entry()
if self.redeem_loyalty_points and self.loyalty_points:
self.apply_loyalty_points()
self.check_phone_payments()
self.set_status(update=True)
def on_cancel(self):
@ -69,6 +71,18 @@ class POSInvoice(SalesInvoice):
against_psi_doc.delete_loyalty_point_entry()
against_psi_doc.make_loyalty_point_entry()
def check_phone_payments(self):
for pay in self.payments:
if pay.type == "Phone" and pay.amount >= 0:
paid_amt = frappe.db.get_value("Payment Request",
filters=dict(
reference_doctype="POS Invoice", reference_name=self.name,
mode_of_payment=pay.mode_of_payment, status="Paid"),
fieldname="grand_total")
if pay.amount != paid_amt:
return frappe.throw(_("Payment related to {0} is not completed").format(pay.mode_of_payment))
def validate_stock_availablility(self):
allow_negative_stock = frappe.db.get_value('Stock Settings', None, 'allow_negative_stock')
@ -92,21 +106,19 @@ class POSInvoice(SalesInvoice):
if len(invalid_serial_nos):
multiple_nos = 's' if len(invalid_serial_nos) > 1 else ''
frappe.throw(_("Row #{}: Serial No{}. {} has already been transacted into another POS Invoice. \
Please select valid serial no.".format(d.idx, multiple_nos,
frappe.bold(', '.join(invalid_serial_nos)))), title=_("Not Available"))
frappe.throw(_("Row #{}: Serial No{}. {} has already been transacted into another POS Invoice. Please select valid serial no.").format(
d.idx, multiple_nos, frappe.bold(', '.join(invalid_serial_nos))), title=_("Not Available"))
else:
if allow_negative_stock:
return
available_stock = get_stock_availability(d.item_code, d.warehouse)
if not (flt(available_stock) > 0):
frappe.throw(_('Row #{}: Item Code: {} is not available under warehouse {}.'
.format(d.idx, frappe.bold(d.item_code), frappe.bold(d.warehouse))), title=_("Not Available"))
frappe.throw(_('Row #{}: Item Code: {} is not available under warehouse {}.').format(
d.idx, frappe.bold(d.item_code), frappe.bold(d.warehouse)), title=_("Not Available"))
elif flt(available_stock) < flt(d.qty):
frappe.msgprint(_('Row #{}: Stock quantity not enough for Item Code: {} under warehouse {}. \
Available quantity {}.'.format(d.idx, frappe.bold(d.item_code),
frappe.bold(d.warehouse), frappe.bold(d.qty))), title=_("Not Available"))
frappe.msgprint(_('Row #{}: Stock quantity not enough for Item Code: {} under warehouse {}. Available quantity {}.').format(
d.idx, frappe.bold(d.item_code), frappe.bold(d.warehouse), frappe.bold(d.qty)), title=_("Not Available"))
def validate_serialised_or_batched_item(self):
for d in self.get("items"):
@ -117,14 +129,14 @@ class POSInvoice(SalesInvoice):
if serialized and batched and (no_batch_selected or no_serial_selected):
frappe.throw(_('Row #{}: Please select a serial no and batch against item: {} or remove it to complete transaction.'
.format(d.idx, frappe.bold(d.item_code))), title=_("Invalid Item"))
frappe.throw(_('Row #{}: Please select a serial no and batch against item: {} or remove it to complete transaction.').format(
d.idx, frappe.bold(d.item_code)), title=_("Invalid Item"))
if serialized and no_serial_selected:
frappe.throw(_('Row #{}: No serial number selected against item: {}. Please select one or remove it to complete transaction.'
.format(d.idx, frappe.bold(d.item_code))), title=_("Invalid Item"))
frappe.throw(_('Row #{}: No serial number selected against item: {}. Please select one or remove it to complete transaction.').format(
d.idx, frappe.bold(d.item_code)), title=_("Invalid Item"))
if batched and no_batch_selected:
frappe.throw(_('Row #{}: No batch selected against item: {}. Please select a batch or remove it to complete transaction.'
.format(d.idx, frappe.bold(d.item_code))), title=_("Invalid Item"))
frappe.throw(_('Row #{}: No batch selected against item: {}. Please select a batch or remove it to complete transaction.').format(
d.idx, frappe.bold(d.item_code)), title=_("Invalid Item"))
def validate_return_items(self):
if not self.get("is_return"): return
@ -151,7 +163,7 @@ class POSInvoice(SalesInvoice):
self.base_change_amount = flt(self.base_paid_amount - base_grand_total + flt(self.base_write_off_amount))
if flt(self.change_amount) and not self.account_for_change_amount:
msgprint(_("Please enter Account for Change Amount"), raise_exception=1)
frappe.msgprint(_("Please enter Account for Change Amount"), raise_exception=1)
def verify_payment_amount(self):
for entry in self.payments:
@ -167,7 +179,7 @@ class POSInvoice(SalesInvoice):
total_amount_in_payments += payment.amount
invoice_total = self.rounded_total or self.grand_total
if total_amount_in_payments < invoice_total:
frappe.throw(_("Total payments amount can't be greater than {}".format(-invoice_total)))
frappe.throw(_("Total payments amount can't be greater than {}").format(-invoice_total))
def validate_loyalty_transaction(self):
if self.redeem_loyalty_points and (not self.loyalty_redemption_account or not self.loyalty_redemption_cost_center):
@ -314,6 +326,32 @@ class POSInvoice(SalesInvoice):
if not pay.account:
pay.account = get_bank_cash_account(pay.mode_of_payment, self.company).get("account")
def create_payment_request(self):
for pay in self.payments:
if pay.type == "Phone":
if pay.amount <= 0:
frappe.throw(_("Payment amount cannot be less than or equal to 0"))
if not self.contact_mobile:
frappe.throw(_("Please enter the phone number first"))
payment_gateway = frappe.db.get_value("Payment Gateway Account", {
"payment_account": pay.account,
})
record = {
"payment_gateway": payment_gateway,
"dt": "POS Invoice",
"dn": self.name,
"payment_request_type": "Inward",
"party_type": "Customer",
"party": self.customer,
"mode_of_payment": pay.mode_of_payment,
"recipient_id": self.contact_mobile,
"submit_doc": True
}
return make_payment_request(**record)
@frappe.whitelist()
def get_stock_availability(item_code, warehouse):
latest_sle = frappe.db.sql("""select qty_after_transaction

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

@ -361,6 +361,7 @@
"fieldname": "bill_date",
"fieldtype": "Date",
"label": "Supplier Invoice Date",
"no_copy": 1,
"oldfieldname": "bill_date",
"oldfieldtype": "Date",
"print_hide": 1
@ -1333,8 +1334,7 @@
"icon": "fa fa-file-text",
"idx": 204,
"is_submittable": 1,
"links": [],
"modified": "2020-08-03 23:20:04.466153",
"modified": "2020-09-21 12:22:09.164068",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",

3
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -572,7 +572,8 @@ class SalesInvoice(SellingController):
def validate_pos(self):
if self.is_return:
if flt(self.paid_amount) + flt(self.write_off_amount) - flt(self.grand_total) > \
invoice_total = self.rounded_total or self.grand_total
if flt(self.paid_amount) + flt(self.write_off_amount) - flt(invoice_total) > \
1.0/(10.0**(self.precision("grand_total") + 1.0)):
frappe.throw(_("Paid amount + Write Off Amount can not be greater than Grand Total"))

2
erpnext/accounts/general_ledger.py
View File

@ -171,7 +171,7 @@ def validate_account_for_perpetual_inventory(gl_map):
frappe.throw(_("Account: {0} can only be updated via Stock Transactions")
.format(account), StockAccountInvalidTransaction)
elif account_bal != stock_bal:
elif abs(account_bal - stock_bal) > 0.1:
precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"),
currency=frappe.get_cached_value('Company', gl_map[0].company, "default_currency"))

2
erpnext/accounts/module_onboarding/accounts/accounts.json
View File

@ -20,7 +20,7 @@
"owner": "Administrator",
"steps": [
{
"step": "Chart Of Accounts"
"step": "Chart of Accounts"
},
{
"step": "Setup Taxes"

4
erpnext/accounts/onboarding_step/chart_of_accounts/chart_of_accounts.json
View File

@ -10,11 +10,11 @@
"is_skipped": 0,
"modified": "2020-05-14 17:40:28.410447",
"modified_by": "Administrator",
"name": "Chart Of Accounts",
"name": "Chart of Accounts",
"owner": "Administrator",
"path": "Tree/Account",
"reference_document": "Account",
"show_full_form": 0,
"title": "Review Chart Of Accounts",
"title": "Review Chart of Accounts",
"validate_action": 0
}

77
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py
View File

@ -19,8 +19,7 @@ def reconcile(bank_transaction, payment_doctype, payment_name):
gl_entry = frappe.get_doc("GL Entry", dict(account=account, voucher_type=payment_doctype, voucher_no=payment_name))
if payment_doctype == "Payment Entry" and payment_entry.unallocated_amount > transaction.unallocated_amount:
frappe.throw(_("The unallocated amount of Payment Entry {0} \
is greater than the Bank Transaction's unallocated amount").format(payment_name))
frappe.throw(_("The unallocated amount of Payment Entry {0} is greater than the Bank Transaction's unallocated amount").format(payment_name))
if transaction.unallocated_amount == 0:
frappe.throw(_("This bank transaction is already fully reconciled"))
@ -83,50 +82,30 @@ def check_matching_amount(bank_account, company, transaction):
"party", "party_type", "posting_date", "{0}".format(currency_field)], filters=[["paid_amount", "like", "{0}%".format(amount)],
["docstatus", "=", "1"], ["payment_type", "=", [payment_type, "Internal Transfer"]], ["ifnull(clearance_date, '')", "=", ""], ["{0}".format(account_from_to), "=", "{0}".format(bank_account)]])
if transaction.credit > 0:
journal_entries = frappe.db.sql("""
SELECT
'Journal Entry' as doctype, je.name, je.posting_date, je.cheque_no as reference_no,
je.pay_to_recd_from as party, je.cheque_date as reference_date, jea.debit_in_account_currency as paid_amount
FROM
`tabJournal Entry Account` as jea
JOIN
`tabJournal Entry` as je
ON
jea.parent = je.name
WHERE
(je.clearance_date is null or je.clearance_date='0000-00-00')
AND
jea.account = %s
AND
jea.debit_in_account_currency like %s
AND
je.docstatus = 1
""", (bank_account, amount), as_dict=True)
else:
journal_entries = frappe.db.sql("""
SELECT
'Journal Entry' as doctype, je.name, je.posting_date, je.cheque_no as reference_no,
jea.account_currency as currency, je.pay_to_recd_from as party, je.cheque_date as reference_date,
jea.credit_in_account_currency as paid_amount
FROM
`tabJournal Entry Account` as jea
JOIN
`tabJournal Entry` as je
ON
jea.parent = je.name
WHERE
(je.clearance_date is null or je.clearance_date='0000-00-00')
AND
jea.account = %(bank_account)s
AND
jea.credit_in_account_currency like %(txt)s
AND
je.docstatus = 1
""", {
'bank_account': bank_account,
'txt': '%%%s%%' % amount
}, as_dict=True)
jea_side = "debit" if transaction.credit > 0 else "credit"
journal_entries = frappe.db.sql(f"""
SELECT
'Journal Entry' as doctype, je.name, je.posting_date, je.cheque_no as reference_no,
jea.account_currency as currency, je.pay_to_recd_from as party, je.cheque_date as reference_date,
jea.{jea_side}_in_account_currency as paid_amount
FROM
`tabJournal Entry Account` as jea
JOIN
`tabJournal Entry` as je
ON
jea.parent = je.name
WHERE
(je.clearance_date is null or je.clearance_date='0000-00-00')
AND
jea.account = %(bank_account)s
AND
jea.{jea_side}_in_account_currency like %(txt)s
AND
je.docstatus = 1
""", {
'bank_account': bank_account,
'txt': '%%%s%%' % amount
}, as_dict=True)
if transaction.credit > 0:
sales_invoices = frappe.db.sql("""
@ -264,7 +243,11 @@ def check_amount_vs_description(amount_matching, description_matching):
continue
if "reference_no" in am_match and "reference_no" in des_match:
if difflib.SequenceMatcher(lambda x: x == " ", am_match["reference_no"], des_match["reference_no"]).ratio() > 70:
# Sequence Matcher does not handle None as input
am_reference = am_match["reference_no"] or ""
des_reference = des_match["reference_no"] or ""
if difflib.SequenceMatcher(lambda x: x == " ", am_reference, des_reference).ratio() > 70:
if am_match not in result:
result.append(am_match)
if result:

2
erpnext/accounts/party.py
View File

@ -203,7 +203,7 @@ def set_account_and_due_date(party, account, party_type, company, posting_date,
return out
@frappe.whitelist()
def get_party_account(party_type, party, company):
def get_party_account(party_type, party, company=None):
"""Returns the account for the given `party`.
Will first search in party (Customer / Supplier) record, if not found,
will search in group (Customer Group / Supplier Group),

13
erpnext/accounts/report/bank_reconciliation_statement/bank_reconciliation_statement.js
View File

@ -3,6 +3,14 @@
frappe.query_reports["Bank Reconciliation Statement"] = {
"filters": [
{
"fieldname":"company",
"label": __("Company"),
"fieldtype": "Link",
"options": "Company",
"reqd": 1,
"default": frappe.defaults.get_user_default("Company")
},
{
"fieldname":"account",
"label": __("Bank Account"),
@ -12,11 +20,14 @@ frappe.query_reports["Bank Reconciliation Statement"] = {
locals[":Company"][frappe.defaults.get_user_default("Company")]["default_bank_account"]: "",
"reqd": 1,
"get_query": function() {
var company = frappe.query_report.get_filter_value('company')
return {
"query": "erpnext.controllers.queries.get_account_list",
"filters": [
['Account', 'account_type', 'in', 'Bank, Cash'],
['Account', 'is_group', '=', 0],
['Account', 'disabled', '=', 0],
['Account', 'company', '=', company],
]
}
}
@ -34,4 +45,4 @@ frappe.query_reports["Bank Reconciliation Statement"] = {
"fieldtype": "Check"
},
]
}
}

5
erpnext/accounts/utils.py
View File

@ -796,7 +796,7 @@ def get_children(doctype, parent, company, is_root=False):
return acc
def create_payment_gateway_account(gateway):
def create_payment_gateway_account(gateway, payment_channel="Email"):
from erpnext.setup.setup_wizard.operations.company_setup import create_bank_account
company = frappe.db.get_value("Global Defaults", None, "default_company")
@ -831,7 +831,8 @@ def create_payment_gateway_account(gateway):
"is_default": 1,
"payment_gateway": gateway,
"payment_account": bank_account.name,
"currency": bank_account.account_currency
"currency": bank_account.account_currency,
"payment_channel": payment_channel
}).insert(ignore_permissions=True)
except frappe.DuplicateEntryError:

13
erpnext/buying/doctype/buying_settings/buying_settings.json
View File

@ -46,26 +46,26 @@
{
"fieldname": "po_required",
"fieldtype": "Select",
"label": "Purchase Order Required for Purchase Invoice & Receipt Creation",
"label": "Is Purchase Order Required for Purchase Invoice & Receipt Creation?",
"options": "No\nYes"
},
{
"fieldname": "pr_required",
"fieldtype": "Select",
"label": "Purchase Receipt Required for Purchase Invoice Creation",
"label": "Is Purchase Receipt Required for Purchase Invoice Creation?",
"options": "No\nYes"
},
{
"default": "0",
"fieldname": "maintain_same_rate",
"fieldtype": "Check",
"label": "Maintain same rate throughout purchase cycle"
"label": "Maintain Same Rate Throughout the Purchase Cycle"
},
{
"default": "0",
"fieldname": "allow_multiple_items",
"fieldtype": "Check",
"label": "Allow Item to be added multiple times in a transaction"
"label": "Allow Item To Be Added Multiple Times in a Transaction"
},
{
"fieldname": "subcontract",
@ -93,9 +93,10 @@
],
"icon": "fa fa-cog",
"idx": 1,
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2020-05-15 14:49:32.513611",
"modified": "2020-10-13 12:00:23.276329",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying Settings",
@ -113,4 +114,4 @@
],
"sort_field": "modified",
"sort_order": "DESC"
}
}

50
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -203,9 +203,39 @@ class TestPurchaseOrder(unittest.TestCase):
frappe.set_user("Administrator")
def test_update_child_with_tax_template(self):
"""
Test Action: Create a PO with one item having its tax account head already in the PO.
Add the same item + new item with tax template via Update Items.
Expected result: First Item's tax row is updated. New tax row is added for second Item.
"""
if not frappe.db.exists("Item", "Test Item with Tax"):
make_item("Test Item with Tax", {
'is_stock_item': 1,
})
if not frappe.db.exists("Item Tax Template", {"title": 'Test Update Items Template'}):
frappe.get_doc({
'doctype': 'Item Tax Template',
'title': 'Test Update Items Template',
'company': '_Test Company',
'taxes': [
{
'tax_type': "_Test Account Service Tax - _TC",
'tax_rate': 10,
}
]
}).insert()
new_item_with_tax = frappe.get_doc("Item", "Test Item with Tax")
new_item_with_tax.append("taxes", {
"item_tax_template": "Test Update Items Template",
"valid_from": nowdate()
})
new_item_with_tax.save()
tax_template = "_Test Account Excise Duty @ 10"
item = "_Test Item Home Desktop 100"
if not frappe.db.exists("Item Tax", {"parent":item, "item_tax_template":tax_template}):
item_doc = frappe.get_doc("Item", item)
item_doc.append("taxes", {
@ -237,17 +267,25 @@ class TestPurchaseOrder(unittest.TestCase):
items = json.dumps([
{'item_code' : item, 'rate' : 500, 'qty' : 1, 'docname': po.items[0].name},
{'item_code' : item, 'rate' : 100, 'qty' : 1} # added item
{'item_code' : item, 'rate' : 100, 'qty' : 1}, # added item whose tax account head already exists in PO
{'item_code' : new_item_with_tax.name, 'rate' : 100, 'qty' : 1} # added item whose tax account head is missing in PO
])
update_child_qty_rate('Purchase Order', items, po.name)
po.reload()
self.assertEqual(po.taxes[0].tax_amount, 60)
self.assertEqual(po.taxes[0].total, 660)
self.assertEqual(po.taxes[0].tax_amount, 70)
self.assertEqual(po.taxes[0].total, 770)
self.assertEqual(po.taxes[1].account_head, "_Test Account Service Tax - _TC")
self.assertEqual(po.taxes[1].tax_amount, 70)
self.assertEqual(po.taxes[1].total, 840)
# teardown
frappe.db.sql("""UPDATE `tabItem Tax` set valid_from = NULL
where parent = %(item)s and item_tax_template = %(tax)s""",
{"item": item, "tax": tax_template})
where parent = %(item)s and item_tax_template = %(tax)s""", {"item": item, "tax": tax_template})
po.cancel()
po.delete()
new_item_with_tax.delete()
frappe.get_doc("Item Tax Template", "Test Update Items Template").delete()
def test_update_child_uom_conv_factor_change(self):
po = create_purchase_order(item_code="_Test FG Item", is_subcontracted="Yes")

414
erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
View File

@ -22,8 +22,6 @@ frappe.ui.form.on("Request for Quotation",{
},
onload: function(frm) {
frm.add_fetch('email_template', 'response', 'message_for_supplier');
if(!frm.doc.message_for_supplier) {
frm.set_value("message_for_supplier", __("Please supply the specified items at the best possible rates"))
}
@ -31,14 +29,12 @@ frappe.ui.form.on("Request for Quotation",{
refresh: function(frm, cdt, cdn) {
if (frm.doc.docstatus === 1) {
frm.add_custom_button(__('Create'),
function(){ frm.trigger("make_suppplier_quotation") }, __("Supplier Quotation"));
frm.add_custom_button(__("View"),
function(){ frappe.set_route('List', 'Supplier Quotation',
{'request_for_quotation': frm.doc.name}) }, __("Supplier Quotation"));
frm.add_custom_button(__('Supplier Quotation'),
function(){ frm.trigger("make_suppplier_quotation") }, __("Create"));
frm.add_custom_button(__("Send Supplier Emails"), function() {
frm.add_custom_button(__("Send Emails to Suppliers"), function() {
frappe.call({
method: 'erpnext.buying.doctype.request_for_quotation.request_for_quotation.send_supplier_emails',
freeze: true,
@ -49,151 +45,143 @@ frappe.ui.form.on("Request for Quotation",{
frm.reload_doc();
}
});
});
}, __("Tools"));
frm.add_custom_button(__('Download PDF'), () => {
var suppliers = [];
const fields = [{
fieldtype: 'Link',
label: __('Select a Supplier'),
fieldname: 'supplier',
options: 'Supplier',
reqd: 1,
get_query: () => {
return {
filters: [
["Supplier", "name", "in", frm.doc.suppliers.map((row) => {return row.supplier;})]
]
}
}
}];
frappe.prompt(fields, data => {
var child = locals[cdt][cdn]
var w = window.open(
frappe.urllib.get_full_url("/api/method/erpnext.buying.doctype.request_for_quotation.request_for_quotation.get_pdf?"
+"doctype="+encodeURIComponent(frm.doc.doctype)
+"&name="+encodeURIComponent(frm.doc.name)
+"&supplier="+encodeURIComponent(data.supplier)
+"&no_letterhead=0"));
if(!w) {
frappe.msgprint(__("Please enable pop-ups")); return;
}
},
'Download PDF for Supplier',
'Download');
},
__("Tools"));
frm.page.set_inner_btn_group_as_primary(__('Create'));
}
},
get_suppliers_button: function (frm) {
var doc = frm.doc;
var dialog = new frappe.ui.Dialog({
title: __("Get Suppliers"),
fields: [
{
"fieldtype": "Select", "label": __("Get Suppliers By"),
"fieldname": "search_type",
"options": ["Tag","Supplier Group"],
"reqd": 1,
onchange() {
if(dialog.get_value('search_type') == 'Tag'){
frappe.call({
method: 'erpnext.buying.doctype.request_for_quotation.request_for_quotation.get_supplier_tag',
}).then(r => {
dialog.set_df_property("tag", "options", r.message)
});
}
}
},
{
"fieldtype": "Link", "label": __("Supplier Group"),
"fieldname": "supplier_group",
"options": "Supplier Group",
"reqd": 0,
"depends_on": "eval:doc.search_type == 'Supplier Group'"
},
{
"fieldtype": "Select", "label": __("Tag"),
"fieldname": "tag",
"reqd": 0,
"depends_on": "eval:doc.search_type == 'Tag'",
},
{
"fieldtype": "Button", "label": __("Add All Suppliers"),
"fieldname": "add_suppliers"
},
]
});
dialog.fields_dict.add_suppliers.$input.click(function() {
var args = dialog.get_values();
if(!args) return;
dialog.hide();
//Remove blanks
for (var j = 0; j < frm.doc.suppliers.length; j++) {
if(!frm.doc.suppliers[j].hasOwnProperty("supplier")) {
frm.get_field("suppliers").grid.grid_rows[j].remove();
}
}
function load_suppliers(r) {
if(r.message) {
for (var i = 0; i < r.message.length; i++) {
var exists = false;
if (r.message[i].constructor === Array){
var supplier = r.message[i][0];
} else {
var supplier = r.message[i].name;
}
for (var j = 0; j < doc.suppliers.length;j++) {
if (supplier === doc.suppliers[j].supplier) {
exists = true;
}
}
if(!exists) {
var d = frm.add_child('suppliers');
d.supplier = supplier;
frm.script_manager.trigger("supplier", d.doctype, d.name);
}
}
}
frm.refresh_field("suppliers");
}
if (args.search_type === "Tag" && args.tag) {
return frappe.call({
type: "GET",
method: "frappe.desk.doctype.tag.tag.get_tagged_docs",
args: {
"doctype": "Supplier",
"tag": args.tag
},
callback: load_suppliers
});
} else if (args.supplier_group) {
return frappe.call({
method: "frappe.client.get_list",
args: {
doctype: "Supplier",
order_by: "name",
fields: ["name"],
filters: [["Supplier", "supplier_group", "=", args.supplier_group]]
},
callback: load_suppliers
});
}
});
dialog.show();
},
make_suppplier_quotation: function(frm) {
var doc = frm.doc;
var dialog = new frappe.ui.Dialog({
title: __("For Supplier"),
title: __("Create Supplier Quotation"),
fields: [
{ "fieldtype": "Select", "label": __("Supplier"),
"fieldname": "supplier",
"options": doc.suppliers.map(d => d.supplier),
"reqd": 1,
"default": doc.suppliers.length === 1 ? doc.suppliers[0].supplier_name : "" },
{ "fieldtype": "Button", "label": __('Create Supplier Quotation'),
"fieldname": "make_supplier_quotation", "cssClass": "btn-primary" },
],
primary_action_label: __("Create"),
primary_action: (args) => {
if(!args) return;
dialog.hide();
return frappe.call({
type: "GET",
method: "erpnext.buying.doctype.request_for_quotation.request_for_quotation.make_supplier_quotation_from_rfq",
args: {
"source_name": doc.name,
"for_supplier": args.supplier
},
freeze: true,
callback: function(r) {
if(!r.exc) {
var doc = frappe.model.sync(r.message);
frappe.set_route("Form", r.message.doctype, r.message.name);
}
}
});
}
});
dialog.show()
},
preview: (frm) => {
let dialog = new frappe.ui.Dialog({
title: __('Preview Email'),
fields: [
{
label: __('Supplier'),
fieldtype: 'Select',
fieldname: 'supplier',
options: frm.doc.suppliers.map(row => row.supplier),
reqd: 1
},
{
fieldtype: 'Column Break',
fieldname: 'col_break_1',
},
{
label: __('Subject'),
fieldtype: 'Data',
fieldname: 'subject',
read_only: 1,
depends_on: 'subject'
},
{
fieldtype: 'Section Break',
fieldname: 'sec_break_1',
hide_border: 1
},
{
label: __('Email'),
fieldtype: 'HTML',
fieldname: 'email_preview'
},
{
fieldtype: 'Section Break',
fieldname: 'sec_break_2'
},
{
label: __('Note'),
fieldtype: 'HTML',
fieldname: 'note'
}
]
});
dialog.fields_dict.make_supplier_quotation.$input.click(function() {
var args = dialog.get_values();
if(!args) return;
dialog.hide();
return frappe.call({
type: "GET",
method: "erpnext.buying.doctype.request_for_quotation.request_for_quotation.make_supplier_quotation_from_rfq",
args: {
"source_name": doc.name,
"for_supplier": args.supplier
},
freeze: true,
callback: function(r) {
if(!r.exc) {
var doc = frappe.model.sync(r.message);
frappe.set_route("Form", r.message.doctype, r.message.name);
}
}
dialog.fields_dict['supplier'].df.onchange = () => {
var supplier = dialog.get_value('supplier');
frm.call('get_supplier_email_preview', {supplier: supplier}).then(result => {
dialog.fields_dict.email_preview.$wrapper.empty();
dialog.fields_dict.email_preview.$wrapper.append(result.message);
});
});
dialog.show()
}
dialog.fields_dict.note.$wrapper.append(`<p class="small text-muted">This is a preview of the email to be sent. A PDF of the document will
automatically be attached with the email.</p>`);
dialog.set_value("subject", frm.doc.subject);
dialog.show();
}
})
@ -215,42 +203,6 @@ frappe.ui.form.on("Request for Quotation Supplier",{
})
},
download_pdf: function(frm, cdt, cdn) {
var child = locals[cdt][cdn]
var w = window.open(
frappe.urllib.get_full_url("/api/method/erpnext.buying.doctype.request_for_quotation.request_for_quotation.get_pdf?"
+"doctype="+encodeURIComponent(frm.doc.doctype)
+"&name="+encodeURIComponent(frm.doc.name)
+"&supplier_idx="+encodeURIComponent(child.idx)
+"&no_letterhead=0"));
if(!w) {
frappe.msgprint(__("Please enable pop-ups")); return;
}
},
no_quote: function(frm, cdt, cdn) {
var d = locals[cdt][cdn];
if (d.no_quote) {
if (d.quote_status != __('Received')) {
frappe.model.set_value(cdt, cdn, 'quote_status', 'No Quote');
} else {
frappe.msgprint(__("Cannot set a received RFQ to No Quote"));
frappe.model.set_value(cdt, cdn, 'no_quote', 0);
}
} else {
d.quote_status = __('Pending');
frm.call({
method:"update_rfq_supplier_status",
doc: frm.doc,
args: {
sup_name: d.supplier
},
callback: function(r) {
frm.refresh_field("suppliers");
}
});
}
}
})
erpnext.buying.RequestforQuotationController = erpnext.buying.BuyingController.extend({
@ -274,9 +226,10 @@ erpnext.buying.RequestforQuotationController = erpnext.buying.BuyingController.e
per_ordered: ["<", 99.99]
}
})
}, __("Get items from"));
}, __("Get Items From"));
// Get items from Opportunity
this.frm.add_custom_button(__('Opportunity'),
this.frm.add_custom_button(__('Opportunity'),
function() {
erpnext.utils.map_current_doc({
method: "erpnext.crm.doctype.opportunity.opportunity.make_request_for_quotation",
@ -286,7 +239,8 @@ erpnext.buying.RequestforQuotationController = erpnext.buying.BuyingController.e
company: me.frm.doc.company
},
})
}, __("Get items from"));
}, __("Get Items From"));
// Get items from open Material Requests based on supplier
this.frm.add_custom_button(__('Possible Supplier'), function() {
// Create a dialog window for the user to pick their supplier
@ -324,8 +278,13 @@ erpnext.buying.RequestforQuotationController = erpnext.buying.BuyingController.e
}
}
d.show();
}, __("Get items from"));
}, __("Get Items From"));
// Get Suppliers
this.frm.add_custom_button(__('Get Suppliers'),
function() {
me.get_suppliers_button(me.frm);
});
}
},
@ -335,9 +294,108 @@ erpnext.buying.RequestforQuotationController = erpnext.buying.BuyingController.e
tc_name: function() {
this.get_terms();
}
});
},
get_suppliers_button: function (frm) {
var doc = frm.doc;
var dialog = new frappe.ui.Dialog({
title: __("Get Suppliers"),
fields: [
{
"fieldtype": "Select", "label": __("Get Suppliers By"),
"fieldname": "search_type",
"options": ["Tag","Supplier Group"],
"reqd": 1,
onchange() {
if(dialog.get_value('search_type') == 'Tag'){
frappe.call({
method: 'erpnext.buying.doctype.request_for_quotation.request_for_quotation.get_supplier_tag',
}).then(r => {
dialog.set_df_property("tag", "options", r.message)
});
}
}
},
{
"fieldtype": "Link", "label": __("Supplier Group"),
"fieldname": "supplier_group",
"options": "Supplier Group",
"reqd": 0,
"depends_on": "eval:doc.search_type == 'Supplier Group'"
},
{
"fieldtype": "Select", "label": __("Tag"),
"fieldname": "tag",
"reqd": 0,
"depends_on": "eval:doc.search_type == 'Tag'",
}
],
primary_action_label: __("Add Suppliers"),
primary_action : (args) => {
if(!args) return;
dialog.hide();
//Remove blanks
for (var j = 0; j < frm.doc.suppliers.length; j++) {
if(!frm.doc.suppliers[j].hasOwnProperty("supplier")) {
frm.get_field("suppliers").grid.grid_rows[j].remove();
}
}
function load_suppliers(r) {
if(r.message) {
for (var i = 0; i < r.message.length; i++) {
var exists = false;
if (r.message[i].constructor === Array){
var supplier = r.message[i][0];
} else {
var supplier = r.message[i].name;
}
for (var j = 0; j < doc.suppliers.length;j++) {
if (supplier === doc.suppliers[j].supplier) {
exists = true;
}
}
if(!exists) {
var d = frm.add_child('suppliers');
d.supplier = supplier;
frm.script_manager.trigger("supplier", d.doctype, d.name);
}
}
}
frm.refresh_field("suppliers");
}
if (args.search_type === "Tag" && args.tag) {
return frappe.call({
type: "GET",
method: "frappe.desk.doctype.tag.tag.get_tagged_docs",
args: {
"doctype": "Supplier",
"tag": args.tag
},
callback: load_suppliers
});
} else if (args.supplier_group) {
return frappe.call({
method: "frappe.client.get_list",
args: {
doctype: "Supplier",
order_by: "name",
fields: ["name"],
filters: [["Supplier", "supplier_group", "=", args.supplier_group]]
},
callback: load_suppliers
});
}
}
});
dialog.show();
},
});
// for backward compatibility: combine new and previous states
$.extend(cur_frm.cscript, new erpnext.buying.RequestforQuotationController({frm: cur_frm}));

79
erpnext/buying/doctype/request_for_quotation/request_for_quotation.json
View File

@ -1,5 +1,5 @@
{
"actions": "",
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2016-02-25 01:24:07.224790",
@ -12,25 +12,27 @@
"vendor",
"column_break1",
"transaction_date",
"status",
"amended_from",
"suppliers_section",
"suppliers",
"get_suppliers_button",
"items_section",
"items",
"link_to_mrs",
"supplier_response_section",
"salutation",
"email_template",
"col_break_email_1",
"subject",
"preview",
"sec_break_email_2",
"message_for_supplier",
"terms_section_break",
"tc_name",
"terms",
"printing_settings",
"select_print_heading",
"letter_head",
"more_info",
"status",
"column_break3",
"amended_from"
"letter_head"
],
"fields": [
{
@ -78,6 +80,7 @@
"width": "50%"
},
{
"default": "Today",
"fieldname": "transaction_date",
"fieldtype": "Date",
"in_list_view": 1,
@ -94,16 +97,11 @@
{
"fieldname": "suppliers",
"fieldtype": "Table",
"label": "Supplier Detail",
"label": "Suppliers",
"options": "Request for Quotation Supplier",
"print_hide": 1,
"reqd": 1
},
{
"fieldname": "get_suppliers_button",
"fieldtype": "Button",
"label": "Get Suppliers"
},
{
"fieldname": "items_section",
"fieldtype": "Section Break",
@ -126,8 +124,10 @@
"label": "Link to Material Requests"
},
{
"depends_on": "eval:!doc.__islocal",
"fieldname": "supplier_response_section",
"fieldtype": "Section Break"
"fieldtype": "Section Break",
"label": "Email Details"
},
{
"fieldname": "email_template",
@ -137,6 +137,9 @@
"print_hide": 1
},
{
"allow_on_submit": 1,
"fetch_from": "email_template.response",
"fetch_if_empty": 1,
"fieldname": "message_for_supplier",
"fieldtype": "Text Editor",
"in_list_view": 1,
@ -197,14 +200,6 @@
"options": "Letter Head",
"print_hide": 1
},
{
"collapsible": 1,
"fieldname": "more_info",
"fieldtype": "Section Break",
"label": "More Information",
"oldfieldtype": "Section Break",
"options": "fa fa-file-text"
},
{
"fieldname": "status",
"fieldtype": "Select",
@ -218,10 +213,6 @@
"reqd": 1,
"search_index": 1
},
{
"fieldname": "column_break3",
"fieldtype": "Column Break"
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
@ -230,12 +221,46 @@
"options": "Request for Quotation",
"print_hide": 1,
"read_only": 1
},
{
"fetch_from": "email_template.subject",
"fetch_if_empty": 1,
"fieldname": "subject",
"fieldtype": "Data",
"label": "Subject",
"print_hide": 1
},
{
"description": "Select a greeting for the receiver. E.g. Mr., Ms., etc.",
"fieldname": "salutation",
"fieldtype": "Link",
"label": "Salutation",
"no_copy": 1,
"options": "Salutation",
"print_hide": 1
},
{
"fieldname": "col_break_email_1",
"fieldtype": "Column Break"
},
{
"depends_on": "eval:!doc.docstatus==1",
"fieldname": "preview",
"fieldtype": "Button",
"label": "Preview Email"
},
{
"depends_on": "eval:!doc.__islocal",
"fieldname": "sec_break_email_2",
"fieldtype": "Section Break",
"hide_border": 1
}
],
"icon": "fa fa-shopping-cart",
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-06-25 14:37:21.140194",
"modified": "2020-10-16 17:49:09.561929",
"modified_by": "Administrator",
"module": "Buying",
"name": "Request for Quotation",

109
erpnext/buying/doctype/request_for_quotation/request_for_quotation.py
View File

@ -28,6 +28,10 @@ class RequestforQuotation(BuyingController):
super(RequestforQuotation, self).set_qty_as_per_stock_uom()
self.update_email_id()
if self.docstatus < 1:
# after amend and save, status still shows as cancelled, until submit
frappe.db.set(self, 'status', 'Draft')
def validate_duplicate_supplier(self):
supplier_list = [d.supplier for d in self.suppliers]
if len(supplier_list) != len(set(supplier_list)):
@ -51,7 +55,7 @@ class RequestforQuotation(BuyingController):
def validate_email_id(self, args):
if not args.email_id:
frappe.throw(_("Row {0}: For Supplier {0}, Email Address is Required to Send Email").format(args.idx, args.supplier))
frappe.throw(_("Row {0}: For Supplier {1}, Email Address is Required to send an email").format(args.idx, frappe.bold(args.supplier)))
def on_submit(self):
frappe.db.set(self, 'status', 'Submitted')
@ -62,43 +66,58 @@ class RequestforQuotation(BuyingController):
def on_cancel(self):
frappe.db.set(self, 'status', 'Cancelled')
def get_supplier_email_preview(self, supplier):
"""Returns formatted email preview as string."""
rfq_suppliers = list(filter(lambda row: row.supplier == supplier, self.suppliers))
rfq_supplier = rfq_suppliers[0]
self.validate_email_id(rfq_supplier)
message = self.supplier_rfq_mail(rfq_supplier, '', self.get_link(), True)
return message
def send_to_supplier(self):
"""Sends RFQ mail to involved suppliers."""
for rfq_supplier in self.suppliers:
if rfq_supplier.send_email:
self.validate_email_id(rfq_supplier)
# make new user if required
update_password_link = self.update_supplier_contact(rfq_supplier, self.get_link())
update_password_link, contact = self.update_supplier_contact(rfq_supplier, self.get_link())
self.update_supplier_part_no(rfq_supplier)
self.update_supplier_part_no(rfq_supplier.supplier)
self.supplier_rfq_mail(rfq_supplier, update_password_link, self.get_link())
rfq_supplier.email_sent = 1
if not rfq_supplier.contact:
rfq_supplier.contact = contact
rfq_supplier.save()
def get_link(self):
# RFQ link for supplier portal
return get_url("/rfq/" + self.name)
def update_supplier_part_no(self, args):
self.vendor = args.supplier
def update_supplier_part_no(self, supplier):
self.vendor = supplier
for item in self.items:
item.supplier_part_no = frappe.db.get_value('Item Supplier',
{'parent': item.item_code, 'supplier': args.supplier}, 'supplier_part_no')
{'parent': item.item_code, 'supplier': supplier}, 'supplier_part_no')
def update_supplier_contact(self, rfq_supplier, link):
'''Create a new user for the supplier if not set in contact'''
update_password_link = ''
update_password_link, contact = '', ''
if frappe.db.exists("User", rfq_supplier.email_id):
user = frappe.get_doc("User", rfq_supplier.email_id)
else:
user, update_password_link = self.create_user(rfq_supplier, link)
self.update_contact_of_supplier(rfq_supplier, user)
contact = self.link_supplier_contact(rfq_supplier, user)
return update_password_link
return update_password_link, contact
def update_contact_of_supplier(self, rfq_supplier, user):
def link_supplier_contact(self, rfq_supplier, user):
"""If no Contact, create a new contact against Supplier. If Contact exists, check if email and user id set."""
if rfq_supplier.contact:
contact = frappe.get_doc("Contact", rfq_supplier.contact)
else:
@ -115,6 +134,10 @@ class RequestforQuotation(BuyingController):
contact.save(ignore_permissions=True)
if not rfq_supplier.contact:
# return contact to later update, RFQ supplier row's contact
return contact.name
def create_user(self, rfq_supplier, link):
user = frappe.get_doc({
'doctype': 'User',
@ -129,22 +152,36 @@ class RequestforQuotation(BuyingController):
return user, update_password_link
def supplier_rfq_mail(self, data, update_password_link, rfq_link):
def supplier_rfq_mail(self, data, update_password_link, rfq_link, preview=False):
full_name = get_user_fullname(frappe.session['user'])
if full_name == "Guest":
full_name = "Administrator"
# send document dict and some important data from suppliers row
# to render message_for_supplier from any template
doc_args = self.as_dict()
doc_args.update({
'supplier': data.get('supplier'),
'supplier_name': data.get('supplier_name')
})
args = {
'update_password_link': update_password_link,
'message': frappe.render_template(self.message_for_supplier, data.as_dict()),
'message': frappe.render_template(self.message_for_supplier, doc_args),
'rfq_link': rfq_link,
'user_fullname': full_name
'user_fullname': full_name,
'supplier_name' : data.get('supplier_name'),
'supplier_salutation' : self.salutation or 'Dear Mx.',
}
subject = _("Request for Quotation")
subject = self.subject or _("Request for Quotation")
template = "templates/emails/request_for_quotation.html"
sender = frappe.session.user not in STANDARD_USERS and frappe.session.user or None
message = frappe.get_template(template).render(args)
if preview:
return message
attachments = self.get_attachments()
self.send_email(data, sender, subject, message, attachments)
@ -164,23 +201,22 @@ class RequestforQuotation(BuyingController):
def update_rfq_supplier_status(self, sup_name=None):
for supplier in self.suppliers:
if sup_name == None or supplier.supplier == sup_name:
if supplier.quote_status != _('No Quote'):
quote_status = _('Received')
for item in self.items:
sqi_count = frappe.db.sql("""
SELECT
COUNT(sqi.name) as count
FROM
`tabSupplier Quotation Item` as sqi,
`tabSupplier Quotation` as sq
WHERE sq.supplier = %(supplier)s
AND sqi.docstatus = 1
AND sqi.request_for_quotation_item = %(rqi)s
AND sqi.parent = sq.name""",
{"supplier": supplier.supplier, "rqi": item.name}, as_dict=1)[0]
if (sqi_count.count) == 0:
quote_status = _('Pending')
supplier.quote_status = quote_status
quote_status = _('Received')
for item in self.items:
sqi_count = frappe.db.sql("""
SELECT
COUNT(sqi.name) as count
FROM
`tabSupplier Quotation Item` as sqi,
`tabSupplier Quotation` as sq
WHERE sq.supplier = %(supplier)s
AND sqi.docstatus = 1
AND sqi.request_for_quotation_item = %(rqi)s
AND sqi.parent = sq.name""",
{"supplier": supplier.supplier, "rqi": item.name}, as_dict=1)[0]
if (sqi_count.count) == 0:
quote_status = _('Pending')
supplier.quote_status = quote_status
@frappe.whitelist()
@ -289,16 +325,15 @@ def create_rfq_items(sq_doc, supplier, data):
})
@frappe.whitelist()
def get_pdf(doctype, name, supplier_idx):
doc = get_rfq_doc(doctype, name, supplier_idx)
def get_pdf(doctype, name, supplier):
doc = get_rfq_doc(doctype, name, supplier)
if doc:
download_pdf(doctype, name, doc=doc)
def get_rfq_doc(doctype, name, supplier_idx):
if cint(supplier_idx):
def get_rfq_doc(doctype, name, supplier):
if supplier:
doc = frappe.get_doc(doctype, name)
args = doc.get('suppliers')[cint(supplier_idx) - 1]
doc.update_supplier_part_no(args)
doc.update_supplier_part_no(supplier)
return doc
@frappe.whitelist()

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

@ -25,14 +25,10 @@ class TestRequestforQuotation(unittest.TestCase):
sq = make_supplier_quotation_from_rfq(rfq.name, for_supplier=rfq.get('suppliers')[0].supplier)
sq.submit()
# No Quote first supplier quotation
rfq.get('suppliers')[1].no_quote = 1
rfq.get('suppliers')[1].quote_status = 'No Quote'
rfq.update_rfq_supplier_status() #rfq.get('suppliers')[1].supplier)
self.assertEqual(rfq.get('suppliers')[0].quote_status, 'Received')
self.assertEqual(rfq.get('suppliers')[1].quote_status, 'No Quote')
self.assertEqual(rfq.get('suppliers')[1].quote_status, 'Pending')
def test_make_supplier_quotation(self):
rfq = make_request_for_quotation()

4
erpnext/buying/doctype/request_for_quotation/tests/test_request_for_quotation_for_status.js
View File

@ -84,9 +84,6 @@ QUnit.test("Test: Request for Quotation", function (assert) {
cur_frm.fields_dict.suppliers.grid.grid_rows[0].toggle_view();
},
() => frappe.timeout(1),
() => {
frappe.click_check('No Quote');
},
() => frappe.timeout(1),
() => {
cur_frm.cur_grid.toggle_view();
@ -125,7 +122,6 @@ QUnit.test("Test: Request for Quotation", function (assert) {
() => frappe.timeout(1),
() => {
assert.ok(cur_frm.fields_dict.suppliers.grid.grid_rows[1].doc.quote_status == "Received");
assert.ok(cur_frm.fields_dict.suppliers.grid.grid_rows[0].doc.no_quote == 1);
},
() => done()
]);

14
erpnext/buying/doctype/request_for_quotation_item/request_for_quotation_item.json
View File

@ -27,10 +27,11 @@
"stock_qty",
"warehouse_and_reference",
"warehouse",
"project_name",
"col_break4",
"material_request",
"material_request_item",
"section_break_24",
"project_name",
"section_break_23",
"page_break"
],
@ -161,7 +162,7 @@
{
"fieldname": "project_name",
"fieldtype": "Link",
"label": "Project Name",
"label": "Project",
"options": "Project",
"print_hide": 1
},
@ -249,11 +250,18 @@
"no_copy": 1,
"print_hide": 1,
"read_only": 1
},
{
"collapsible": 1,
"fieldname": "section_break_24",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-06-12 19:10:36.333441",
"modified": "2020-09-24 17:26:46.276934",
"modified_by": "Administrator",
"module": "Buying",
"name": "Request for Quotation Item",

433
erpnext/buying/doctype/request_for_quotation_supplier/request_for_quotation_supplier.json
View File

@ -1,362 +1,99 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2016-03-29 05:59:11.896885",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"creation": "2016-03-29 05:59:11.896885",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"send_email",
"email_sent",
"supplier",
"contact",
"quote_status",
"column_break_3",
"supplier_name",
"email_id"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "1",
"fieldname": "send_email",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Send Email",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"columns": 2,
"default": "1",
"fieldname": "send_email",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Send Email"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"depends_on": "eval:doc.docstatus >= 1",
"fieldname": "email_sent",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Email Sent",
"length": 0,
"no_copy": 1,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"default": "0",
"depends_on": "eval:doc.docstatus >= 1",
"fieldname": "email_sent",
"fieldtype": "Check",
"label": "Email Sent",
"no_copy": 1,
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 4,
"fieldname": "supplier",
"fieldtype": "Link",
"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": "Supplier",
"length": 0,
"no_copy": 0,
"options": "Supplier",
"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
},
"columns": 2,
"fieldname": "supplier",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Supplier",
"options": "Supplier",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 3,
"fieldname": "contact",
"fieldtype": "Link",
"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": "Contact",
"length": 0,
"no_copy": 1,
"options": "Contact",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"columns": 2,
"fieldname": "contact",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Contact",
"no_copy": 1,
"options": "Contact"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.docstatus >= 1 && doc.quote_status != 'Received'",
"fieldname": "no_quote",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "No Quote",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"depends_on": "eval:doc.docstatus >= 1",
"fieldname": "quote_status",
"fieldtype": "Select",
"label": "Quote Status",
"options": "Pending\nReceived",
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.docstatus >= 1 && !doc.no_quote",
"fieldname": "quote_status",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Quote Status",
"length": 0,
"no_copy": 0,
"options": "Pending\nReceived\nNo Quote",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
"columns": 0,
"bold": 1,
"fetch_from": "supplier.supplier_name",
"fieldname": "supplier_name",
"fieldtype": "Read Only",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 1,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Supplier Name",
"length": 0,
"no_copy": 0,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "supplier_name",
"fieldtype": "Read Only",
"in_global_search": 1,
"label": "Supplier Name"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 3,
"columns": 3,
"fetch_from": "contact.email_id",
"fieldname": "email_id",
"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": "Email Id",
"length": 0,
"no_copy": 1,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "download_pdf",
"fieldtype": "Button",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Download PDF",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "email_id",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Email Id",
"no_copy": 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": 1,
"max_attachments": 0,
"modified": "2018-05-16 22:43:30.212408",
"modified_by": "Administrator",
"module": "Buying",
"name": "Request for Quotation Supplier",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-10-16 12:23:41.769820",
"modified_by": "Administrator",
"module": "Buying",
"name": "Request for Quotation Supplier",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

7
erpnext/buying/doctype/supplier_quotation/supplier_quotation.py
View File

@ -91,12 +91,7 @@ class SupplierQuotation(BuyingController):
for my_item in self.items) if include_me else 0
if (sqi_count.count + self_count) == 0:
quote_status = _('Pending')
if quote_status == _('Received') and doc_sup.quote_status == _('No Quote'):
frappe.msgprint(_("{0} indicates that {1} will not provide a quotation, but all items \
have been quoted. Updating the RFQ quote status.").format(doc.name, self.supplier))
frappe.db.set_value('Request for Quotation Supplier', doc_sup.name, 'quote_status', quote_status)
frappe.db.set_value('Request for Quotation Supplier', doc_sup.name, 'no_quote', 0)
elif doc_sup.quote_status != _('No Quote'):
frappe.db.set_value('Request for Quotation Supplier', doc_sup.name, 'quote_status', quote_status)
def get_list_context(context=None):

4
erpnext/buying/doctype/supplier_quotation_item/supplier_quotation_item.json
View File

@ -241,7 +241,7 @@
"fieldname": "rate",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Rate ",
"label": "Rate",
"oldfieldname": "import_rate",
"oldfieldtype": "Currency",
"options": "currency"
@ -560,7 +560,7 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-10-01 16:34:39.703033",
"modified": "2020-10-19 12:36:26.913211",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation Item",

46
erpnext/buying/report/procurement_tracker/procurement_tracker.py
View File

@ -143,7 +143,7 @@ def get_conditions(filters):
conditions = ""
if filters.get("company"):
conditions += " AND par.company=%s" % frappe.db.escape(filters.get('company'))
conditions += " AND parent.company=%s" % frappe.db.escape(filters.get('company'))
if filters.get("cost_center") or filters.get("project"):
conditions += """
@ -151,10 +151,10 @@ def get_conditions(filters):
""" % (frappe.db.escape(filters.get('cost_center')), frappe.db.escape(filters.get('project')))
if filters.get("from_date"):
conditions += " AND par.transaction_date>='%s'" % filters.get('from_date')
conditions += " AND parent.transaction_date>='%s'" % filters.get('from_date')
if filters.get("to_date"):
conditions += " AND par.transaction_date<='%s'" % filters.get('to_date')
conditions += " AND parent.transaction_date<='%s'" % filters.get('to_date')
return conditions
def get_data(filters):
@ -198,21 +198,23 @@ def get_mapped_mr_details(conditions):
mr_records = {}
mr_details = frappe.db.sql("""
SELECT
par.transaction_date,
par.per_ordered,
par.owner,
parent.transaction_date,
parent.per_ordered,
parent.owner,
child.name,
child.parent,
child.amount,
child.qty,
child.item_code,
child.uom,
par.status
FROM `tabMaterial Request` par, `tabMaterial Request Item` child
parent.status,
child.project,
child.cost_center
FROM `tabMaterial Request` parent, `tabMaterial Request Item` child
WHERE
par.per_ordered>=0
AND par.name=child.parent
AND par.docstatus=1
parent.per_ordered>=0
AND parent.name=child.parent
AND parent.docstatus=1
{conditions}
""".format(conditions=conditions), as_dict=1) #nosec
@ -232,7 +234,9 @@ def get_mapped_mr_details(conditions):
status=record.status,
actual_cost=0,
purchase_order_amt=0,
purchase_order_amt_in_company_currency=0
purchase_order_amt_in_company_currency=0,
project = record.project,
cost_center = record.cost_center
)
procurement_record_against_mr.append(procurement_record_details)
return mr_records, procurement_record_against_mr
@ -280,16 +284,16 @@ def get_po_entries(conditions):
child.amount,
child.base_amount,
child.schedule_date,
par.transaction_date,
par.supplier,
par.status,
par.owner
FROM `tabPurchase Order` par, `tabPurchase Order Item` child
parent.transaction_date,
parent.supplier,
parent.status,
parent.owner
FROM `tabPurchase Order` parent, `tabPurchase Order Item` child
WHERE
par.docstatus = 1
AND par.name = child.parent
AND par.status not in ("Closed","Completed","Cancelled")
parent.docstatus = 1
AND parent.name = child.parent
AND parent.status not in ("Closed","Completed","Cancelled")
{conditions}
GROUP BY
par.name, child.item_code
parent.name, child.item_code
""".format(conditions=conditions), as_dict=1) #nosec

6
erpnext/communication/doctype/call_log/call_log.py
View File

@ -15,9 +15,9 @@ class CallLog(Document):
number = strip_number(self.get('from'))
self.contact = get_contact_with_phone_number(number)
self.lead = get_lead_with_phone_number(number)
contact = frappe.get_doc("Contact", self.contact)
self.customer = contact.get_link_for("Customer")
if self.contact:
contact = frappe.get_doc("Contact", self.contact)
self.customer = contact.get_link_for("Customer")
def after_insert(self):
self.trigger_call_popup()

4
erpnext/config/getting_started.py
View File

@ -63,8 +63,8 @@ def get_data():
{
"type": "doctype",
"name": "Chart of Accounts Importer",
"labe": _("Chart Of Accounts Importer"),
"description": _("Import Chart Of Accounts from CSV / Excel files"),
"label": _("Chart of Accounts Importer"),
"description": _("Import Chart of Accounts from CSV / Excel files"),
"onboard": 1
},
{

29
erpnext/controllers/accounts_controller.py
View File

@ -605,8 +605,6 @@ class AccountsController(TransactionBase):
from erpnext.accounts.utils import unlink_ref_doc_from_payment_entries
if self.doctype in ["Sales Invoice", "Purchase Invoice"]:
if self.is_return: return
if frappe.db.get_single_value('Accounts Settings', 'unlink_payment_on_cancellation_of_invoice'):
unlink_ref_doc_from_payment_entries(self)
@ -1170,6 +1168,31 @@ def set_child_tax_template_and_map(item, child_item, parent_doc):
if child_item.get("item_tax_template"):
child_item.item_tax_rate = get_item_tax_map(parent_doc.get('company'), child_item.item_tax_template, as_json=True)
def add_taxes_from_tax_template(child_item, parent_doc):
add_taxes_from_item_tax_template = frappe.db.get_single_value("Accounts Settings", "add_taxes_from_item_tax_template")
if child_item.get("item_tax_rate") and add_taxes_from_item_tax_template:
tax_map = json.loads(child_item.get("item_tax_rate"))
for tax_type in tax_map:
tax_rate = flt(tax_map[tax_type])
taxes = parent_doc.get('taxes') or []
# add new row for tax head only if missing
found = any(tax.account_head == tax_type for tax in taxes)
if not found:
tax_row = parent_doc.append("taxes", {})
tax_row.update({
"description" : str(tax_type).split(' - ')[0],
"charge_type" : "On Net Total",
"account_head" : tax_type,
"rate" : tax_rate
})
if parent_doc.doctype == "Purchase Order":
tax_row.update({
"category" : "Total",
"add_deduct_tax" : "Add"
})
tax_row.db_insert()
def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname, trans_item):
"""
Returns a Sales Order Item child item containing the default values
@ -1185,6 +1208,7 @@ def set_sales_order_defaults(parent_doctype, parent_doctype_name, child_docname,
conversion_factor = flt(get_conversion_factor(item.item_code, child_item.uom).get("conversion_factor"))
child_item.conversion_factor = flt(trans_item.get('conversion_factor')) or conversion_factor
set_child_tax_template_and_map(item, child_item, p_doc)
add_taxes_from_tax_template(child_item, p_doc)
child_item.warehouse = get_item_warehouse(item, p_doc, overwrite_warehouse=True)
if not child_item.warehouse:
frappe.throw(_("Cannot find {} for item {}. Please set the same in Item Master or Stock Settings.")
@ -1209,6 +1233,7 @@ def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docna
child_item.base_rate = 1 # Initiallize value will update in parent validation
child_item.base_amount = 1 # Initiallize value will update in parent validation
set_child_tax_template_and_map(item, child_item, p_doc)
add_taxes_from_tax_template(child_item, p_doc)
return child_item
def validate_and_delete_children(parent, data):

2
erpnext/controllers/stock_controller.py
View File

@ -52,7 +52,7 @@ class StockController(AccountsController):
frappe.throw(_("Row #{0}: Serial No {1} does not belong to Batch {2}")
.format(d.idx, serial_no_data.name, d.batch_no))
if d.qty > 0 and d.get("batch_no") and self.get("posting_date") and self.docstatus < 2:
if flt(d.qty) > 0.0 and d.get("batch_no") and self.get("posting_date") and self.docstatus < 2:
expiry_date = frappe.get_cached_value("Batch", d.get("batch_no"), "expiry_date")
if expiry_date and getdate(expiry_date) < getdate(self.posting_date):

10
erpnext/crm/doctype/lead/lead.json
View File

@ -241,6 +241,7 @@
},
{
"depends_on": "eval: doc.__islocal",
"description": "Home, Work, etc.",
"fieldname": "address_title",
"fieldtype": "Data",
"label": "Address Title"
@ -249,7 +250,8 @@
"depends_on": "eval: doc.__islocal",
"fieldname": "address_line1",
"fieldtype": "Data",
"label": "Address Line 1"
"label": "Address Line 1",
"mandatory_depends_on": "eval: doc.address_title && doc.address_type"
},
{
"depends_on": "eval: doc.__islocal",
@ -261,7 +263,8 @@
"depends_on": "eval: doc.__islocal",
"fieldname": "city",
"fieldtype": "Data",
"label": "City/Town"
"label": "City/Town",
"mandatory_depends_on": "eval: doc.address_title && doc.address_type"
},
{
"depends_on": "eval: doc.__islocal",
@ -280,6 +283,7 @@
"fieldname": "country",
"fieldtype": "Link",
"label": "Country",
"mandatory_depends_on": "eval: doc.address_title && doc.address_type",
"options": "Country"
},
{
@ -449,7 +453,7 @@
"idx": 5,
"image_field": "image",
"links": [],
"modified": "2020-06-18 14:39:41.835416",
"modified": "2020-10-13 15:24:00.094811",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",

14
erpnext/crm/doctype/lead/lead.py
View File

@ -22,7 +22,8 @@ class Lead(SellingController):
load_address_and_contact(self)
def before_insert(self):
self.address_doc = self.create_address()
if self.address_title and self.address_type:
self.address_doc = self.create_address()
self.contact_doc = self.create_contact()
def after_insert(self):
@ -133,15 +134,6 @@ class Lead(SellingController):
# skipping country since the system auto-sets it from system defaults
address = frappe.new_doc("Address")
mandatory_fields = [ df.fieldname for df in address.meta.fields if df.reqd ]
if not all([self.get(field) for field in mandatory_fields]):
frappe.msgprint(_('Missing mandatory fields in address. \
{0} to create address' ).format("<a href='desk#Form/Address/New Address 1' \
> Click here </a>"),
alert=True, indicator='yellow')
return
address.update({addr_field: self.get(addr_field) for addr_field in address_fields})
address.update({info_field: self.get(info_field) for info_field in info_fields})
address.insert()
@ -190,7 +182,7 @@ class Lead(SellingController):
def update_links(self):
# update address links
if self.address_doc:
if hasattr(self, 'address_doc'):
self.address_doc.append("links", {
"link_doctype": "Lead",
"link_name": self.name,

16
erpnext/domains/healthcare.py
View File

@ -49,6 +49,22 @@ data = {
'fieldname': 'reference_dn', 'label': 'Reference Name', 'fieldtype': 'Dynamic Link', 'options': 'reference_dt',
'insert_after': 'reference_dt'
}
],
'Stock Entry': [
{
'fieldname': 'inpatient_medication_entry', 'label': 'Inpatient Medication Entry', 'fieldtype': 'Link', 'options': 'Inpatient Medication Entry',
'insert_after': 'credit_note', 'read_only': True
}
],
'Stock Entry Detail': [
{
'fieldname': 'patient', 'label': 'Patient', 'fieldtype': 'Link', 'options': 'Patient',
'insert_after': 'po_detail', 'read_only': True
},
{
'fieldname': 'inpatient_medication_entry_child', 'label': 'Inpatient Medication Entry Child', 'fieldtype': 'Data',
'insert_after': 'patient', 'read_only': True
}
]
},
'on_setup': 'erpnext.healthcare.setup.setup_healthcare'

9
erpnext/education/api.py
View File

@ -7,7 +7,7 @@ import frappe
import json
from frappe import _
from frappe.model.mapper import get_mapped_doc
from frappe.utils import flt, cstr
from frappe.utils import flt, cstr, getdate
from frappe.email.doctype.email_group.email_group import add_subscribers
def get_course(program):
@ -67,6 +67,13 @@ def mark_attendance(students_present, students_absent, course_schedule=None, stu
:param date: Date.
"""
if student_group:
academic_year = frappe.db.get_value('Student Group', student_group, 'academic_year')
if academic_year:
year_start_date, year_end_date = frappe.db.get_value('Academic Year', academic_year, ['year_start_date', 'year_end_date'])
if getdate(date) < getdate(year_start_date) or getdate(date) > getdate(year_end_date):
frappe.throw(_('Attendance cannot be marked outside of Academic Year {0}').format(academic_year))
present = json.loads(students_present)
absent = json.loads(students_absent)

17
erpnext/education/doctype/assessment_plan/assessment_plan.js
View File

@ -30,6 +30,23 @@ frappe.ui.form.on('Assessment Plan', {
frappe.set_route('Form', 'Assessment Result Tool');
}, __('Tools'));
}
frm.set_query('course', function() {
return {
query: 'erpnext.education.doctype.program_enrollment.program_enrollment.get_program_courses',
filters: {
'program': frm.doc.program
}
};
});
frm.set_query('academic_term', function() {
return {
filters: {
'academic_year': frm.doc.academic_year
}
};
});
},
course: function(frm) {

4
erpnext/education/doctype/assessment_plan/assessment_plan.json
View File

@ -12,8 +12,8 @@
"assessment_group",
"grading_scale",
"column_break_2",
"course",
"program",
"course",
"academic_year",
"academic_term",
"section_break_5",
@ -198,7 +198,7 @@
],
"is_submittable": 1,
"links": [],
"modified": "2020-05-09 14:56:26.746988",
"modified": "2020-10-23 15:55:35.076251",
"modified_by": "Administrator",
"module": "Education",
"name": "Assessment Plan",

17
erpnext/education/doctype/assessment_result/assessment_result.js
View File

@ -7,6 +7,23 @@ frappe.ui.form.on('Assessment Result', {
frm.trigger('setup_chart');
}
frm.set_df_property('details', 'read_only', 1);
frm.set_query('course', function() {
return {
query: 'erpnext.education.doctype.program_enrollment.program_enrollment.get_program_courses',
filters: {
'program': frm.doc.program
}
};
});
frm.set_query('academic_term', function() {
return {
filters: {
'academic_year': frm.doc.academic_year
}
};
});
},
onload: function(frm) {

12
erpnext/education/doctype/course_enrollment/course_enrollment.py
View File

@ -6,9 +6,13 @@ from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import get_link_to_form
from functools import reduce
class CourseEnrollment(Document):
def validate(self):
self.validate_duplication()
def get_progress(self, student):
"""
Returns Progress of given student for a particular course enrollment
@ -27,13 +31,15 @@ class CourseEnrollment(Document):
return []
def validate_duplication(self):
enrollment = frappe.get_all("Course Enrollment", filters={
enrollment = frappe.db.exists("Course Enrollment", {
"student": self.student,
"course": self.course,
"program_enrollment": self.program_enrollment
"program_enrollment": self.program_enrollment,
"name": ("!=", self.name)
})
if enrollment:
frappe.throw(_("Student is already enrolled."))
frappe.throw(_("Student is already enrolled via Course Enrollment {0}").format(
get_link_to_form("Course Enrollment", enrollment)), title=_('Duplicate Entry'))
def add_quiz_activity(self, quiz_name, quiz_response, answers, score, status):
result = {k: ('Correct' if v else 'Wrong') for k,v in answers.items()}

14
erpnext/education/doctype/course_enrollment/test_course_enrollment.py
View File

@ -17,8 +17,9 @@ class TestCourseEnrollment(unittest.TestCase):
setup_program()
student = create_student({"first_name": "_Test First", "last_name": "_Test Last", "email": "_test_student_1@example.com"})
program_enrollment = student.enroll_in_program("_Test Program")
course_enrollment = student.enroll_in_course("_Test Course 1", program_enrollment.name)
make_course_activity(course_enrollment.name, "Article", "_Test Article 1-1")
course_enrollment = frappe.db.get_value("Course Enrollment",
{"course": "_Test Course 1", "student": student.name, "program_enrollment": program_enrollment.name}, 'name')
make_course_activity(course_enrollment, "Article", "_Test Article 1-1")
def test_get_progress(self):
student = get_student("_test_student_1@example.com")
@ -30,5 +31,14 @@ class TestCourseEnrollment(unittest.TestCase):
self.assertTrue(finished in progress)
frappe.db.rollback()
def tearDown(self):
for entry in frappe.db.get_all("Course Enrollment"):
frappe.delete_doc("Course Enrollment", entry.name)
for entry in frappe.db.get_all("Program Enrollment"):
doc = frappe.get_doc("Program Enrollment", entry.name)
doc.cancel()
doc.delete()

19
erpnext/education/doctype/instructor/instructor.js
View File

@ -41,5 +41,24 @@ frappe.ui.form.on("Instructor", {
}
};
});
frm.set_query("academic_term", "instructor_log", function(_doc, cdt, cdn) {
let d = locals[cdt][cdn];
return {
filters: {
"academic_year": d.academic_year
}
};
});
frm.set_query("course", "instructor_log", function(_doc, cdt, cdn) {
let d = locals[cdt][cdn];
return {
query: "erpnext.education.doctype.program_enrollment.program_enrollment.get_program_courses",
filters: {
"program": d.program
}
};
});
}
});

398
erpnext/education/doctype/instructor_log/instructor_log.json
View File

@ -1,336 +1,88 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2017-12-27 08:55:52.680284",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"creation": "2017-12-27 08:55:52.680284",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"academic_year",
"academic_term",
"department",
"column_break_3",
"program",
"course",
"student_group",
"section_break_8",
"other_details"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "academic_year",
"fieldtype": "Link",
"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": "Academic Year",
"length": 0,
"no_copy": 0,
"options": "Academic Year",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "academic_year",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Academic Year",
"options": "Academic Year",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "academic_term",
"fieldtype": "Link",
"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": "Academic Term",
"length": 0,
"no_copy": 0,
"options": "Academic Term",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "academic_term",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Academic Term",
"options": "Academic Term"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "department",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Department",
"length": 0,
"no_copy": 0,
"options": "Department",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "department",
"fieldtype": "Link",
"label": "Department",
"options": "Department"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "program",
"fieldtype": "Link",
"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": "Program",
"length": 0,
"no_copy": 0,
"options": "Program",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "program",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Program",
"options": "Program",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "course",
"fieldtype": "Link",
"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": "Course",
"length": 0,
"no_copy": 0,
"options": "Course",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "course",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Course",
"options": "Course"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "student_group",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Student Group",
"length": 0,
"no_copy": 0,
"options": "Student Group",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "student_group",
"fieldtype": "Link",
"label": "Student Group",
"options": "Student Group"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_8",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "section_break_8",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "other_details",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Other details",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "other_details",
"fieldtype": "Small Text",
"label": "Other details"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2018-11-04 03:38:30.902942",
"modified_by": "Administrator",
"module": "Education",
"name": "Instructor Log",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"restrict_to_domain": "Education",
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"istable": 1,
"links": [],
"modified": "2020-10-23 15:15:50.759657",
"modified_by": "Administrator",
"module": "Education",
"name": "Instructor Log",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"restrict_to_domain": "Education",
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

7
erpnext/education/doctype/program/test_program.py
View File

@ -49,6 +49,11 @@ class TestProgram(unittest.TestCase):
self.assertEqual(course[1].name, "_Test Course 2")
frappe.db.rollback()
def tearDown(self):
for dt in ["Program", "Course", "Topic", "Article"]:
for entry in frappe.get_all(dt):
frappe.delete_doc(dt, entry.program)
def make_program(name):
program = frappe.get_doc({
"doctype": "Program",
@ -68,7 +73,7 @@ def make_program_and_linked_courses(program_name, course_name_list):
program = frappe.get_doc("Program", program_name)
course_list = [make_course(course_name) for course_name in course_name_list]
for course in course_list:
program.append("courses", {"course": course})
program.append("courses", {"course": course, "required": 1})
program.save()
return program

16
erpnext/education/doctype/program_course/program_course.json
View File

@ -17,9 +17,7 @@
"in_list_view": 1,
"label": "Course",
"options": "Course",
"reqd": 1,
"show_days": 1,
"show_seconds": 1
"reqd": 1
},
{
"fetch_from": "course.course_name",
@ -27,23 +25,19 @@
"fieldtype": "Data",
"in_list_view": 1,
"label": "Course Name",
"read_only": 1,
"show_days": 1,
"show_seconds": 1
"read_only": 1
},
{
"default": "0",
"default": "1",
"fieldname": "required",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Mandatory",
"show_days": 1,
"show_seconds": 1
"label": "Mandatory"
}
],
"istable": 1,
"links": [],
"modified": "2020-06-09 18:56:10.213241",
"modified": "2020-09-15 18:14:22.816795",
"modified_by": "Administrator",
"module": "Education",
"name": "Program Course",

54
erpnext/education/doctype/program_enrollment/program_enrollment.js
View File

@ -2,16 +2,24 @@
// For license information, please see license.txt
frappe.ui.form.on("Program Enrollment", {
frappe.ui.form.on('Program Enrollment', {
setup: function(frm) {
frm.add_fetch('fee_structure', 'total_amount', 'amount');
},
onload: function(frm, cdt, cdn){
frm.set_query("academic_term", "fees", function(){
return{
"filters":{
"academic_year": (frm.doc.academic_year)
onload: function(frm) {
frm.set_query('academic_term', function() {
return {
'filters':{
'academic_year': frm.doc.academic_year
}
};
});
frm.set_query('academic_term', 'fees', function() {
return {
'filters':{
'academic_year': frm.doc.academic_year
}
};
});
@ -24,9 +32,9 @@ frappe.ui.form.on("Program Enrollment", {
};
if (frm.doc.program) {
frm.set_query("course", "courses", function(doc, cdt, cdn) {
return{
query: "erpnext.education.doctype.program_enrollment.program_enrollment.get_program_courses",
frm.set_query('course', 'courses', function() {
return {
query: 'erpnext.education.doctype.program_enrollment.program_enrollment.get_program_courses',
filters: {
'program': frm.doc.program
}
@ -34,9 +42,9 @@ frappe.ui.form.on("Program Enrollment", {
});
}
frm.set_query("student", function() {
frm.set_query('student', function() {
return{
query: "erpnext.education.doctype.program_enrollment.program_enrollment.get_students",
query: 'erpnext.education.doctype.program_enrollment.program_enrollment.get_students',
filters: {
'academic_year': frm.doc.academic_year,
'academic_term': frm.doc.academic_term
@ -49,14 +57,14 @@ frappe.ui.form.on("Program Enrollment", {
frm.events.get_courses(frm);
if (frm.doc.program) {
frappe.call({
method: "erpnext.education.api.get_fee_schedule",
method: 'erpnext.education.api.get_fee_schedule',
args: {
"program": frm.doc.program,
"student_category": frm.doc.student_category
'program': frm.doc.program,
'student_category': frm.doc.student_category
},
callback: function(r) {
if(r.message) {
frm.set_value("fees" ,r.message);
if (r.message) {
frm.set_value('fees' ,r.message);
frm.events.get_courses(frm);
}
}
@ -65,17 +73,17 @@ frappe.ui.form.on("Program Enrollment", {
},
student_category: function() {
frappe.ui.form.trigger("Program Enrollment", "program");
frappe.ui.form.trigger('Program Enrollment', 'program');
},
get_courses: function(frm) {
frm.set_value("courses",[]);
frm.set_value('courses',[]);
frappe.call({
method: "get_courses",
method: 'get_courses',
doc:frm.doc,
callback: function(r) {
if(r.message) {
frm.set_value("courses", r.message);
if (r.message) {
frm.set_value('courses', r.message);
}
}
})
@ -84,10 +92,10 @@ frappe.ui.form.on("Program Enrollment", {
frappe.ui.form.on('Program Enrollment Course', {
courses_add: function(frm){
frm.fields_dict['courses'].grid.get_field('course').get_query = function(doc){
frm.fields_dict['courses'].grid.get_field('course').get_query = function(doc) {
var course_list = [];
if(!doc.__islocal) course_list.push(doc.name);
$.each(doc.courses, function(idx, val){
$.each(doc.courses, function(_idx, val) {
if (val.course) course_list.push(val.course);
});
return { filters: [['Course', 'name', 'not in', course_list]] };

931
erpnext/education/doctype/program_enrollment/program_enrollment.json
View File

@ -1,775 +1,218 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 0,
"autoname": "EDU-ENR-.YYYY.-.#####",
"beta": 0,
"creation": "2015-12-02 12:58:32.916080",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Document",
"editable_grid": 0,
"engine": "InnoDB",
"actions": [],
"allow_import": 1,
"autoname": "EDU-ENR-.YYYY.-.#####",
"creation": "2015-12-02 12:58:32.916080",
"doctype": "DocType",
"document_type": "Document",
"engine": "InnoDB",
"field_order": [
"student",
"student_name",
"student_category",
"student_batch_name",
"school_house",
"column_break_4",
"program",
"academic_year",
"academic_term",
"enrollment_date",
"boarding_student",
"enrolled_courses",
"courses",
"transportation",
"mode_of_transportation",
"column_break_13",
"vehicle_no",
"section_break_7",
"fees",
"amended_from",
"image"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "student",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 1,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Student",
"length": 0,
"no_copy": 0,
"options": "Student",
"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": "student",
"fieldtype": "Link",
"in_global_search": 1,
"label": "Student",
"options": "Student",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_from": "student.title",
"fieldname": "student_name",
"fieldtype": "Read Only",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 1,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Student Name",
"length": 0,
"no_copy": 0,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fetch_from": "student.title",
"fieldname": "student_name",
"fieldtype": "Read Only",
"in_global_search": 1,
"label": "Student Name",
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "student_category",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Student Category",
"length": 0,
"no_copy": 0,
"options": "Student Category",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "student_category",
"fieldtype": "Link",
"label": "Student Category",
"options": "Student Category"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "student_batch_name",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 1,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Student Batch",
"length": 0,
"no_copy": 0,
"options": "Student Batch Name",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"fieldname": "student_batch_name",
"fieldtype": "Link",
"in_global_search": 1,
"label": "Student Batch",
"options": "Student Batch Name"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "school_house",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "School House",
"length": 0,
"no_copy": 0,
"options": "School House",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"fieldname": "school_house",
"fieldtype": "Link",
"label": "School House",
"options": "School House"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_4",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "program",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Program",
"length": 0,
"no_copy": 0,
"options": "Program",
"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": "program",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Program",
"options": "Program",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "academic_year",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Academic Year",
"length": 0,
"no_copy": 0,
"options": "Academic Year",
"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": "academic_year",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Academic Year",
"options": "Academic Year",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "academic_term",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Academic Term",
"length": 0,
"no_copy": 0,
"options": "Academic Term",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "academic_term",
"fieldtype": "Link",
"label": "Academic Term",
"options": "Academic Term"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Today",
"fieldname": "enrollment_date",
"fieldtype": "Date",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Enrollment Date",
"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
},
"default": "Today",
"fieldname": "enrollment_date",
"fieldtype": "Date",
"label": "Enrollment Date",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"description": "Check this if the Student is residing at the Institute's Hostel.",
"fieldname": "boarding_student",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Boarding Student",
"length": 0,
"no_copy": 0,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"default": "0",
"description": "Check this if the Student is residing at the Institute's Hostel.",
"fieldname": "boarding_student",
"fieldtype": "Check",
"label": "Boarding Student"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"collapsible_depends_on": "vehicle_no",
"columns": 0,
"fieldname": "transportation",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Transportation",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"collapsible": 1,
"collapsible_depends_on": "vehicle_no",
"fieldname": "transportation",
"fieldtype": "Section Break",
"label": "Transportation"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "mode_of_transportation",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Mode of Transportation",
"length": 0,
"no_copy": 0,
"options": "\nWalking\nInstitute's Bus\nPublic Transport\nSelf-Driving Vehicle\nPick/Drop by Guardian",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"fieldname": "mode_of_transportation",
"fieldtype": "Select",
"label": "Mode of Transportation",
"options": "\nWalking\nInstitute's Bus\nPublic Transport\nSelf-Driving Vehicle\nPick/Drop by Guardian"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_13",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_13",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "vehicle_no",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Vehicle/Bus Number",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"fieldname": "vehicle_no",
"fieldtype": "Data",
"label": "Vehicle/Bus Number"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "enrolled_courses",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Enrolled courses",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "enrolled_courses",
"fieldtype": "Section Break",
"label": "Enrolled courses"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "courses",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Courses",
"length": 0,
"no_copy": 0,
"options": "Program Enrollment Course",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_on_submit": 1,
"fieldname": "courses",
"fieldtype": "Table",
"label": "Courses",
"options": "Program Enrollment Course"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "section_break_7",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Fees",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"collapsible": 1,
"fieldname": "section_break_7",
"fieldtype": "Section Break",
"label": "Fees"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "fees",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Fees",
"length": 0,
"no_copy": 0,
"options": "Program Fee",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"width": ""
},
"fieldname": "fees",
"fieldtype": "Table",
"label": "Fees",
"options": "Program Fee"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Amended From",
"length": 0,
"no_copy": 1,
"options": "Program Enrollment",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "amended_from",
"fieldtype": "Link",
"label": "Amended From",
"no_copy": 1,
"options": "Program Enrollment",
"print_hide": 1,
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "image",
"fieldtype": "Attach Image",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Image",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "image",
"fieldtype": "Attach Image",
"hidden": 1,
"label": "Image"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_field": "image",
"image_view": 0,
"in_create": 0,
"is_submittable": 1,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
"modified": "2018-11-07 21:13:06.502279",
"modified_by": "Administrator",
"module": "Education",
"name": "Program Enrollment",
"name_case": "",
"owner": "Administrator",
],
"image_field": "image",
"is_submittable": 1,
"links": [],
"modified": "2020-09-15 18:12:11.988565",
"modified_by": "Administrator",
"module": "Education",
"name": "Program Enrollment",
"owner": "Administrator",
"permissions": [
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Academics User",
"set_user_permissions": 0,
"share": 1,
"submit": 1,
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Academics User",
"share": 1,
"submit": 1,
"write": 1
},
},
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 0,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "LMS User",
"set_user_permissions": 0,
"share": 1,
"submit": 1,
"create": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "LMS User",
"share": 1,
"submit": 1,
"write": 1
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"restrict_to_domain": "Education",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "student_name",
"track_changes": 0,
"track_seen": 0,
"track_views": 0
],
"restrict_to_domain": "Education",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "student_name"
}

33
erpnext/education/doctype/program_enrollment/program_enrollment.py
View File

@ -7,12 +7,15 @@ import frappe
from frappe import msgprint, _
from frappe.model.document import Document
from frappe.desk.reportview import get_match_cond, get_filters_cond
from frappe.utils import comma_and
from frappe.utils import comma_and, get_link_to_form, getdate
import erpnext.www.lms as lms
class ProgramEnrollment(Document):
def validate(self):
self.validate_duplication()
self.validate_academic_year()
if self.academic_term:
self.validate_academic_term()
if not self.student_name:
self.student_name = frappe.db.get_value("Student", self.student, "title")
if not self.courses:
@ -23,11 +26,34 @@ class ProgramEnrollment(Document):
self.make_fee_records()
self.create_course_enrollments()
def validate_academic_year(self):
start_date, end_date = frappe.db.get_value("Academic Year", self.academic_year, ["year_start_date", "year_end_date"])
if self.enrollment_date:
if start_date and getdate(self.enrollment_date) < getdate(start_date):
frappe.throw(_("Enrollment Date cannot be before the Start Date of the Academic Year {0}").format(
get_link_to_form("Academic Year", self.academic_year)))
if end_date and getdate(self.enrollment_date) > getdate(end_date):
frappe.throw(_("Enrollment Date cannot be after the End Date of the Academic Term {0}").format(
get_link_to_form("Academic Year", self.academic_year)))
def validate_academic_term(self):
start_date, end_date = frappe.db.get_value("Academic Term", self.academic_term, ["term_start_date", "term_end_date"])
if self.enrollment_date:
if start_date and getdate(self.enrollment_date) < getdate(start_date):
frappe.throw(_("Enrollment Date cannot be before the Start Date of the Academic Term {0}").format(
get_link_to_form("Academic Term", self.academic_term)))
if end_date and getdate(self.enrollment_date) > getdate(end_date):
frappe.throw(_("Enrollment Date cannot be after the End Date of the Academic Term {0}").format(
get_link_to_form("Academic Term", self.academic_term)))
def validate_duplication(self):
enrollment = frappe.get_all("Program Enrollment", filters={
"student": self.student,
"program": self.program,
"academic_year": self.academic_year,
"academic_term": self.academic_term,
"docstatus": ("<", 2),
"name": ("!=", self.name)
})
@ -70,10 +96,9 @@ class ProgramEnrollment(Document):
def create_course_enrollments(self):
student = frappe.get_doc("Student", self.student)
program = frappe.get_doc("Program", self.program)
course_list = [course.course for course in program.courses]
course_list = [course.course for course in self.courses]
for course_name in course_list:
student.enroll_in_course(course_name=course_name, program_enrollment=self.name)
student.enroll_in_course(course_name=course_name, program_enrollment=self.name, enrollment_date=self.enrollment_date)
def get_all_course_enrollments(self):
course_enrollment_names = frappe.get_list("Course Enrollment", filters={'program_enrollment': self.name})

11
erpnext/education/doctype/program_enrollment/test_program_enrollment.py
View File

@ -23,4 +23,13 @@ class TestProgramEnrollment(unittest.TestCase):
course_enrollments = student.get_all_course_enrollments()
self.assertTrue("_Test Course 1" in course_enrollments.keys())
self.assertTrue("_Test Course 2" in course_enrollments.keys())
frappe.db.rollback()
frappe.db.rollback()
def tearDown(self):
for entry in frappe.db.get_all("Course Enrollment"):
frappe.delete_doc("Course Enrollment", entry.name)
for entry in frappe.db.get_all("Program Enrollment"):
doc = frappe.get_doc("Program Enrollment", entry.name)
doc.cancel()
doc.delete()

2
erpnext/education/doctype/student/student.py
View File

@ -147,7 +147,7 @@ class Student(Document):
enrollment.save(ignore_permissions=True)
except frappe.exceptions.ValidationError:
enrollment_name = frappe.get_list("Course Enrollment", filters={"student": self.name, "course": course_name, "program_enrollment": program_enrollment})[0].name
return frappe.get_doc("Program Enrollment", enrollment_name)
return frappe.get_doc("Course Enrollment", enrollment_name)
else:
return enrollment

10
erpnext/education/doctype/student/test_student.py
View File

@ -42,6 +42,16 @@ class TestStudent(unittest.TestCase):
self.assertTrue("_Test Course 2" in course_enrollments.keys())
frappe.db.rollback()
def tearDown(self):
for entry in frappe.db.get_all("Course Enrollment"):
frappe.delete_doc("Course Enrollment", entry.name)
for entry in frappe.db.get_all("Program Enrollment"):
doc = frappe.get_doc("Program Enrollment", entry.name)
doc.cancel()
doc.delete()
def create_student(student_dict):
student = get_student(student_dict['email'])
if not student:

5
erpnext/education/doctype/student_admission/student_admission.json
View File

@ -51,12 +51,14 @@
"fieldname": "admission_start_date",
"fieldtype": "Date",
"label": "Admission Start Date",
"mandatory_depends_on": "enable_admission_application",
"no_copy": 1
},
{
"fieldname": "admission_end_date",
"fieldtype": "Date",
"label": "Admission End Date",
"mandatory_depends_on": "enable_admission_application",
"no_copy": 1
},
{
@ -83,6 +85,7 @@
},
{
"default": "0",
"depends_on": "published",
"fieldname": "enable_admission_application",
"fieldtype": "Check",
"label": "Enable Admission Application"
@ -91,7 +94,7 @@
"has_web_view": 1,
"is_published_field": "published",
"links": [],
"modified": "2020-06-15 20:18:38.591626",
"modified": "2020-09-18 00:14:54.615321",
"modified_by": "Administrator",
"module": "Education",
"name": "Student Admission",

3
erpnext/education/doctype/student_admission/student_admission.py
View File

@ -19,6 +19,9 @@ class StudentAdmission(WebsiteGenerator):
if not self.route: #pylint: disable=E0203
self.route = "admissions/" + "-".join(self.title.split(" "))
if self.enable_admission_application and not self.program_details:
frappe.throw(_("Please add programs to enable admission application."))
def get_context(self, context):
context.no_cache = 1
context.show_sidebar = True

24
erpnext/education/doctype/student_admission/templates/student_admission.html
View File

@ -43,31 +43,35 @@
<thead>
<tr class="active">
<th style="width: 90px">Program/Std.</th>
<th style="width: 170px">Minumum Age</th>
<th style="width: 170px">Maximum Age</th>
<th style="width: 180px">Description</th>
<th style="width: 100px">Minumum Age</th>
<th style="width: 100px">Maximum Age</th>
<th style="width: 100px">Application Fee</th>
{%- if doc.enable_admission_application and frappe.utils.getdate(doc.admission_start_date) <= today -%}
<th style="width: 120px"></th>
{% endif %}
</tr>
</thead>
<tbody>
{% for row in program_details %}
<tr>
<td>{{ row.program }}</td>
<td><div class="text-muted">{{ row.description if row.description else '' }}</div></td>
<td>{{ row.min_age }}</td>
<td>{{ row.max_age }}</td>
<td>{{ row.application_fee }}</td>
{%- if doc.enable_admission_application and frappe.utils.getdate(doc.admission_start_date) <= today -%}
<td>
<a class='btn btn-sm btn-primary' href='/student-applicant?new=1&student_admission={{doc.name}}&program={{row.program}}&academic_year={{academic_year}}'>
{{ _("Apply Now") }}
</a>
</td>
{% endif %}
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% endif %}
{%- if doc.enable_admission_application -%}
<br>
<p>
<a class='btn btn-primary'
href='/student-applicant?new=1&student_admission={{doc.name}}'>
{{ _("Apply Now") }}</a>
</p>
{% endif %}
{% endblock %}

16
erpnext/education/doctype/student_admission/templates/student_admission_row.html
View File

@ -1,8 +1,8 @@
<div class="web-list-item">
<div class="web-list-item transaction-list-item">
{% set today = frappe.utils.getdate(frappe.utils.nowdate()) %}
<a href = "{{ doc.route }}/">
<a href = "{{ doc.route }}/" class="no-underline">
<div class="row">
<div class="col-sm-6 text-left small bold" style="margin-top: -3px;"">
<div class="col-sm-4 bold">
<span class="indicator
{% if frappe.utils.getdate(doc.admission_end_date) == today %}
red
@ -15,6 +15,14 @@
{% endif %}
">{{ doc.title }}</span>
</div>
<div class="col-sm-2 small">
<span class="text-muted">
Academic Year
</span>
<div class="text-muted bold">
{{ doc.academic_year }}
</div>
</div>
<div class="col-sm-3 small">
<span class="text-muted">
Starts on
@ -27,7 +35,7 @@
<span class="text-muted">
Ends on
</span>
<div class="bold">
<div class=" text-muted bold">
{{ frappe.format_date(doc.admission_end_date) }}
</div>
</div>

34
erpnext/education/doctype/student_admission_program/student_admission_program.json
View File

@ -8,6 +8,7 @@
"program",
"min_age",
"max_age",
"description",
"column_break_4",
"application_fee",
"applicant_naming_series"
@ -18,52 +19,47 @@
"fieldtype": "Link",
"in_list_view": 1,
"label": "Program",
"options": "Program",
"show_days": 1,
"show_seconds": 1
"options": "Program"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break",
"show_days": 1,
"show_seconds": 1
"fieldtype": "Column Break"
},
{
"fieldname": "application_fee",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Application Fee",
"show_days": 1,
"show_seconds": 1
"label": "Application Fee"
},
{
"fieldname": "applicant_naming_series",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Naming Series (for Student Applicant)",
"show_days": 1,
"show_seconds": 1
"label": "Naming Series (for Student Applicant)"
},
{
"fieldname": "min_age",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Minimum Age",
"show_days": 1,
"show_seconds": 1
"label": "Minimum Age"
},
{
"fieldname": "max_age",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Maximum Age",
"show_days": 1,
"show_seconds": 1
"label": "Maximum Age"
},
{
"fetch_from": "program.description",
"fetch_if_empty": 1,
"fieldname": "description",
"fieldtype": "Small Text",
"label": "Description"
}
],
"istable": 1,
"links": [],
"modified": "2020-06-10 23:06:30.037404",
"modified": "2020-10-05 13:03:42.005985",
"modified_by": "Administrator",
"module": "Education",
"name": "Student Admission Program",

3
erpnext/education/doctype/student_applicant/student_applicant.json
View File

@ -168,6 +168,7 @@
"fieldname": "student_email_id",
"fieldtype": "Data",
"label": "Student Email Address",
"options": "Email",
"unique": 1
},
{
@ -261,7 +262,7 @@
"image_field": "image",
"is_submittable": 1,
"links": [],
"modified": "2020-09-07 19:31:30.063563",
"modified": "2020-10-05 13:59:45.631647",
"modified_by": "Administrator",
"module": "Education",
"name": "Student Applicant",

16
erpnext/education/doctype/student_attendance/student_attendance.py
View File

@ -6,13 +6,13 @@ from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
from frappe import _
from frappe.utils import get_link_to_form
from frappe.utils import get_link_to_form, getdate
from erpnext.education.api import get_student_group_students
class StudentAttendance(Document):
def validate(self):
self.validate_mandatory()
self.validate_date()
self.set_date()
self.set_student_group()
self.validate_student()
@ -27,6 +27,18 @@ class StudentAttendance(Document):
frappe.throw(_('{0} or {1} is mandatory').format(frappe.bold('Student Group'),
frappe.bold('Course Schedule')), title=_('Mandatory Fields'))
def validate_date(self):
if not self.leave_application and getdate(self.date) > getdate():
frappe.throw(_('Attendance cannot be marked for future dates.'))
if self.student_group:
academic_year = frappe.db.get_value('Student Group', self.student_group, 'academic_year')
if academic_year:
year_start_date, year_end_date = frappe.db.get_value('Academic Year', academic_year, ['year_start_date', 'year_end_date'])
if year_start_date and year_end_date:
if getdate(self.date) < getdate(year_start_date) or getdate(self.date) > getdate(year_end_date):
frappe.throw(_('Attendance cannot be marked outside of Academic Year {0}').format(academic_year))
def set_student_group(self):
if self.course_schedule:
self.student_group = frappe.db.get_value('Course Schedule', self.course_schedule, 'student_group')

6
erpnext/education/doctype/student_attendance_tool/student_attendance_tool.js
View File

@ -52,6 +52,8 @@ frappe.ui.form.on('Student Attendance Tool', {
},
date: function(frm) {
if (frm.doc.date > frappe.datetime.get_today())
frappe.throw(__("Cannot mark attendance for future dates."));
frm.trigger("student_group");
},
@ -133,8 +135,8 @@ education.StudentsEditor = Class.extend({
return !stud.disabled && !stud.checked;
});
frappe.confirm(__("Do you want to update attendance?<br>Present: {0}\
<br>Absent: {1}", [students_present.length, students_absent.length]),
frappe.confirm(__("Do you want to update attendance? <br> Present: {0} <br> Absent: {1}",
[students_present.length, students_absent.length]),
function() { //ifyes
if(!frappe.request.ajax_count) {
frappe.call({

415
erpnext/education/doctype/student_attendance_tool/student_attendance_tool.json
View File

@ -1,333 +1,118 @@
{
"allow_copy": 1,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2016-11-16 17:12:46.437539",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"allow_copy": 1,
"creation": "2016-11-16 17:12:46.437539",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"based_on",
"group_based_on",
"column_break_2",
"student_group",
"academic_year",
"academic_term",
"course_schedule",
"date",
"attendance",
"students_html"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "",
"fieldname": "based_on",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Based On",
"length": 0,
"no_copy": 0,
"options": "Student Group\nCourse Schedule",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "based_on",
"fieldtype": "Select",
"label": "Based On",
"options": "Student Group\nCourse Schedule"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Batch",
"depends_on": "eval:doc.based_on == \"Student Group\"",
"fieldname": "group_based_on",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Group Based On",
"length": 0,
"no_copy": 0,
"options": "Batch\nCourse\nActivity",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"default": "Batch",
"depends_on": "eval:doc.based_on == \"Student Group\"",
"fieldname": "group_based_on",
"fieldtype": "Select",
"label": "Group Based On",
"options": "Batch\nCourse\nActivity"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_2",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "column_break_2",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.based_on ==\"Student Group\"",
"fieldname": "student_group",
"fieldtype": "Link",
"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": "Student Group",
"length": 0,
"no_copy": 0,
"options": "Student Group",
"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,
"unique": 0
},
"depends_on": "eval:doc.based_on ==\"Student Group\"",
"fieldname": "student_group",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Student Group",
"options": "Student Group",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.based_on ==\"Course Schedule\"",
"fieldname": "course_schedule",
"fieldtype": "Link",
"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": "Course Schedule",
"length": 0,
"no_copy": 0,
"options": "Course Schedule",
"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,
"unique": 0
},
"depends_on": "eval:doc.based_on ==\"Course Schedule\"",
"fieldname": "course_schedule",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Course Schedule",
"options": "Course Schedule",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.based_on ==\"Student Group\"",
"fieldname": "date",
"fieldtype": "Date",
"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": "Date",
"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,
"unique": 0
},
"depends_on": "eval:doc.based_on ==\"Student Group\"",
"fieldname": "date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Date",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval: (doc.course_schedule \n|| (doc.student_group && doc.date))",
"fieldname": "attendance",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Attendance",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"depends_on": "eval: (doc.course_schedule \n|| (doc.student_group && doc.date))",
"fieldname": "attendance",
"fieldtype": "Section Break",
"label": "Attendance"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "students_html",
"fieldtype": "HTML",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Students HTML",
"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": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
"fieldname": "students_html",
"fieldtype": "HTML",
"label": "Students HTML"
},
{
"fetch_from": "student_group.academic_year",
"fieldname": "academic_year",
"fieldtype": "Link",
"label": "Academic Year",
"options": "Academic Year",
"read_only": 1
},
{
"fetch_from": "student_group.academic_term",
"fieldname": "academic_term",
"fieldtype": "Link",
"label": "Academic Term",
"options": "Academic Term",
"read_only": 1
}
],
"has_web_view": 0,
"hide_heading": 1,
"hide_toolbar": 1,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2017-11-10 18:55:36.168044",
"modified_by": "Administrator",
"module": "Education",
"name": "Student Attendance Tool",
"name_case": "",
"owner": "Administrator",
],
"hide_toolbar": 1,
"issingle": 1,
"links": [],
"modified": "2020-10-23 17:52:28.078971",
"modified_by": "Administrator",
"module": "Education",
"name": "Student Attendance Tool",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
"email": 0,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 0,
"read": 1,
"report": 0,
"role": "Instructor",
"set_user_permissions": 0,
"share": 0,
"submit": 0,
"create": 1,
"read": 1,
"role": "Instructor",
"write": 1
},
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 0,
"email": 0,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 0,
"read": 1,
"report": 0,
"role": "Academics User",
"set_user_permissions": 0,
"share": 0,
"submit": 0,
"create": 1,
"read": 1,
"role": "Academics User",
"write": 1
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"restrict_to_domain": "Education",
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0
],
"restrict_to_domain": "Education",
"sort_field": "modified",
"sort_order": "DESC"
}

57
erpnext/education/web_form/student_applicant/student_applicant.json
View File

@ -70,19 +70,7 @@
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"fieldname": "image",
"fieldtype": "Data",
"hidden": 0,
"label": "Image",
"max_length": 0,
"max_value": 0,
"read_only": 0,
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"allow_read_on_all_link_options": 1,
"fieldname": "program",
"fieldtype": "Link",
"hidden": 0,
@ -95,7 +83,7 @@
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"allow_read_on_all_link_options": 1,
"fieldname": "academic_year",
"fieldtype": "Link",
"hidden": 0,
@ -107,6 +95,19 @@
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 1,
"fieldname": "academic_term",
"fieldtype": "Link",
"hidden": 0,
"label": "Academic Term",
"max_length": 0,
"max_value": 0,
"options": "Academic Term",
"read_only": 0,
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"fieldname": "date_of_birth",
@ -119,6 +120,19 @@
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 1,
"fieldname": "gender",
"fieldtype": "Link",
"hidden": 0,
"label": "Gender",
"max_length": 0,
"max_value": 0,
"options": "Gender",
"read_only": 0,
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"fieldname": "blood_group",
@ -141,7 +155,7 @@
"max_length": 0,
"max_value": 0,
"read_only": 0,
"reqd": 0,
"reqd": 1,
"show_in_filter": 0
},
{
@ -206,19 +220,6 @@
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"fieldname": "guardians",
"fieldtype": "Table",
"hidden": 0,
"label": "Guardians",
"max_length": 0,
"max_value": 0,
"options": "Student Guardian",
"read_only": 0,
"reqd": 0,
"show_in_filter": 0
},
{
"allow_read_on_all_link_options": 0,
"fieldname": "siblings",

30
erpnext/erpnext_integrations/desk_page/erpnext_integrations_settings/erpnext_integrations_settings.json Normal file
View File

@ -0,0 +1,30 @@
{
"cards": [
{
"hidden": 0,
"label": "Integrations Settings",
"links": "[\n\t{\n\t \"type\": \"doctype\",\n\t\t\"name\": \"Woocommerce Settings\"\n\t},\n\t{\n\t \"type\": \"doctype\",\n\t\t\"name\": \"Shopify Settings\",\n\t\t\"description\": \"Connect Shopify with ERPNext\"\n\t},\n\t{\n\t \"type\": \"doctype\",\n\t\t\"name\": \"Amazon MWS Settings\",\n\t\t\"description\": \"Connect Amazon with ERPNext\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Plaid Settings\",\n\t\t\"description\": \"Connect your bank accounts to ERPNext\"\n\t},\n {\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Exotel Settings\",\n\t\t\"description\": \"Connect your Exotel Account to ERPNext and track call logs\"\n }\n]"
}
],
"category": "Modules",
"charts": [],
"creation": "2020-07-31 10:38:54.021237",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends": "Settings",
"extends_another_page": 1,
"hide_custom": 0,
"idx": 0,
"is_standard": 1,
"label": "ERPNext Integrations Settings",
"modified": "2020-07-31 10:44:39.374297",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "ERPNext Integrations Settings",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 0,
"shortcuts": []
}

0
erpnext/erpnext_integrations/doctype/mpesa_settings/__init__.py Normal file
View File

28
erpnext/erpnext_integrations/doctype/mpesa_settings/account_balance.html Normal file
View File

@ -0,0 +1,28 @@
{% if not jQuery.isEmptyObject(data) %}
<h5 style="margin-top: 20px;"> {{ __("Balance Details") }} </h5>
<table class="table table-bordered small">
<thead>
<tr>
<th style="width: 20%">{{ __("Account Type") }}</th>
<th style="width: 20%" class="text-right">{{ __("Current Balance") }}</th>
<th style="width: 20%" class="text-right">{{ __("Available Balance") }}</th>
<th style="width: 20%" class="text-right">{{ __("Reserved Balance") }}</th>
<th style="width: 20%" class="text-right">{{ __("Uncleared Balance") }}</th>
</tr>
</thead>
<tbody>
{% for(const [key, value] of Object.entries(data)) { %}
<tr>
<td> {%= key %} </td>
<td class="text-right"> {%= value["current_balance"] %} </td>
<td class="text-right"> {%= value["available_balance"] %} </td>
<td class="text-right"> {%= value["reserved_balance"] %} </td>
<td class="text-right"> {%= value["uncleared_balance"] %} </td>
</tr>
{% } %}
</tbody>
</table>
{% else %}
<p style="margin-top: 30px;"> Account Balance Information Not Available. </p>
{% endif %}

118
erpnext/erpnext_integrations/doctype/mpesa_settings/mpesa_connector.py Normal file
View File

@ -0,0 +1,118 @@
import base64
import requests
from requests.auth import HTTPBasicAuth
import datetime
class MpesaConnector():
def __init__(self, env="sandbox", app_key=None, app_secret=None, sandbox_url="https://sandbox.safaricom.co.ke",
live_url="https://safaricom.co.ke"):
"""Setup configuration for Mpesa connector and generate new access token."""
self.env = env
self.app_key = app_key
self.app_secret = app_secret
if env == "sandbox":
self.base_url = sandbox_url
else:
self.base_url = live_url
self.authenticate()
def authenticate(self):
"""
This method is used to fetch the access token required by Mpesa.
Returns:
access_token (str): This token is to be used with the Bearer header for further API calls to Mpesa.
"""
authenticate_uri = "/oauth/v1/generate?grant_type=client_credentials"
authenticate_url = "{0}{1}".format(self.base_url, authenticate_uri)
r = requests.get(
authenticate_url,
auth=HTTPBasicAuth(self.app_key, self.app_secret)
)
self.authentication_token = r.json()['access_token']
return r.json()['access_token']
def get_balance(self, initiator=None, security_credential=None, party_a=None, identifier_type=None,
remarks=None, queue_timeout_url=None,result_url=None):
"""
This method uses Mpesa's Account Balance API to to enquire the balance on a M-Pesa BuyGoods (Till Number).
Args:
initiator (str): Username used to authenticate the transaction.
security_credential (str): Generate from developer portal.
command_id (str): AccountBalance.
party_a (int): Till number being queried.
identifier_type (int): Type of organization receiving the transaction. (MSISDN/Till Number/Organization short code)
remarks (str): Comments that are sent along with the transaction(maximum 100 characters).
queue_timeout_url (str): The url that handles information of timed out transactions.
result_url (str): The url that receives results from M-Pesa api call.
Returns:
OriginatorConverstionID (str): The unique request ID for tracking a transaction.
ConversationID (str): The unique request ID returned by mpesa for each request made
ResponseDescription (str): Response Description message
"""
payload = {
"Initiator": initiator,
"SecurityCredential": security_credential,
"CommandID": "AccountBalance",
"PartyA": party_a,
"IdentifierType": identifier_type,
"Remarks": remarks,
"QueueTimeOutURL": queue_timeout_url,
"ResultURL": result_url
}
headers = {'Authorization': 'Bearer {0}'.format(self.authentication_token), 'Content-Type': "application/json"}
saf_url = "{0}{1}".format(self.base_url, "/mpesa/accountbalance/v1/query")
r = requests.post(saf_url, headers=headers, json=payload)
return r.json()
def stk_push(self, business_shortcode=None, passcode=None, amount=None, callback_url=None, reference_code=None,
phone_number=None, description=None):
"""
This method uses Mpesa's Express API to initiate online payment on behalf of a customer.
Args:
business_shortcode (int): The short code of the organization.
passcode (str): Get from developer portal
amount (int): The amount being transacted
callback_url (str): A CallBack URL is a valid secure URL that is used to receive notifications from M-Pesa API.
reference_code(str): Account Reference: This is an Alpha-Numeric parameter that is defined by your system as an Identifier of the transaction for CustomerPayBillOnline transaction type.
phone_number(int): The Mobile Number to receive the STK Pin Prompt.
description(str): This is any additional information/comment that can be sent along with the request from your system. MAX 13 characters
Success Response:
CustomerMessage(str): Messages that customers can understand.
CheckoutRequestID(str): This is a global unique identifier of the processed checkout transaction request.
ResponseDescription(str): Describes Success or failure
MerchantRequestID(str): This is a global unique Identifier for any submitted payment request.
ResponseCode(int): 0 means success all others are error codes. e.g.404.001.03
Error Reponse:
requestId(str): This is a unique requestID for the payment request
errorCode(str): This is a predefined code that indicates the reason for request failure.
errorMessage(str): This is a predefined code that indicates the reason for request failure.
"""
time = str(datetime.datetime.now()).split(".")[0].replace("-", "").replace(" ", "").replace(":", "")
password = "{0}{1}{2}".format(str(business_shortcode), str(passcode), time)
encoded = base64.b64encode(bytes(password, encoding='utf8'))
payload = {
"BusinessShortCode": business_shortcode,
"Password": encoded.decode("utf-8"),
"Timestamp": time,
"TransactionType": "CustomerPayBillOnline",
"Amount": amount,
"PartyA": int(phone_number),
"PartyB": business_shortcode,
"PhoneNumber": int(phone_number),
"CallBackURL": callback_url,
"AccountReference": reference_code,
"TransactionDesc": description
}
headers = {'Authorization': 'Bearer {0}'.format(self.authentication_token), 'Content-Type': "application/json"}
saf_url = "{0}{1}".format(self.base_url, "/mpesa/stkpush/v1/processrequest")
r = requests.post(saf_url, headers=headers, json=payload)
return r.json()

53
erpnext/erpnext_integrations/doctype/mpesa_settings/mpesa_custom_fields.py Normal file
View File

@ -0,0 +1,53 @@
import frappe
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
def create_custom_pos_fields():
"""Create custom fields corresponding to POS Settings and POS Invoice."""
pos_field = {
"POS Invoice": [
{
"fieldname": "request_for_payment",
"label": "Request for Payment",
"fieldtype": "Button",
"hidden": 1,
"insert_after": "contact_email"
},
{
"fieldname": "mpesa_receipt_number",
"label": "Mpesa Receipt Number",
"fieldtype": "Data",
"read_only": 1,
"insert_after": "company"
}
]
}
if not frappe.get_meta("POS Invoice").has_field("request_for_payment"):
create_custom_fields(pos_field)
record_dict = [{
"doctype": "POS Field",
"fieldname": "contact_mobile",
"label": "Mobile No",
"fieldtype": "Data",
"options": "Phone",
"parenttype": "POS Settings",
"parent": "POS Settings",
"parentfield": "invoice_fields"
},
{
"doctype": "POS Field",
"fieldname": "request_for_payment",
"label": "Request for Payment",
"fieldtype": "Button",
"parenttype": "POS Settings",
"parent": "POS Settings",
"parentfield": "invoice_fields"
}
]
create_pos_settings(record_dict)
def create_pos_settings(record_dict):
for record in record_dict:
if frappe.db.exists("POS Field", {"fieldname": record.get("fieldname")}):
continue
frappe.get_doc(record).insert()

36
erpnext/erpnext_integrations/doctype/mpesa_settings/mpesa_settings.js Normal file
View File

@ -0,0 +1,36 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Mpesa Settings', {
onload_post_render: function(frm) {
frm.events.setup_account_balance_html(frm);
},
refresh: function(frm) {
frappe.realtime.on("refresh_mpesa_dashboard", function(){
frm.reload_doc();
});
},
get_account_balance: function(frm) {
if (!frm.initiator_name && !frm.security_credentials) {
frappe.throw(__("Please set the initiator name and the security credential"));
}
frappe.call({
method: "get_account_balance_info",
doc: frm.doc
});
},
setup_account_balance_html: function(frm) {
if (!frm.doc.account_balance) return;
$("div").remove(".form-dashboard-section.custom");
frm.dashboard.add_section(
frappe.render_template('account_balance', {
data: JSON.parse(frm.doc.account_balance)
})
);
frm.dashboard.show();
}
});

135
erpnext/erpnext_integrations/doctype/mpesa_settings/mpesa_settings.json Normal file
View File

@ -0,0 +1,135 @@
{
"actions": [],
"autoname": "field:payment_gateway_name",
"creation": "2020-09-10 13:21:27.398088",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"payment_gateway_name",
"consumer_key",
"consumer_secret",
"initiator_name",
"till_number",
"sandbox",
"column_break_4",
"online_passkey",
"security_credential",
"get_account_balance",
"account_balance"
],
"fields": [
{
"fieldname": "payment_gateway_name",
"fieldtype": "Data",
"label": "Payment Gateway Name",
"reqd": 1,
"unique": 1
},
{
"fieldname": "consumer_key",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Consumer Key",
"reqd": 1
},
{
"fieldname": "consumer_secret",
"fieldtype": "Password",
"in_list_view": 1,
"label": "Consumer Secret",
"reqd": 1
},
{
"fieldname": "till_number",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Till Number",
"reqd": 1
},
{
"default": "0",
"fieldname": "sandbox",
"fieldtype": "Check",
"label": "Sandbox"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"fieldname": "online_passkey",
"fieldtype": "Password",
"label": " Online PassKey",
"reqd": 1
},
{
"fieldname": "initiator_name",
"fieldtype": "Data",
"label": "Initiator Name"
},
{
"fieldname": "security_credential",
"fieldtype": "Small Text",
"label": "Security Credential"
},
{
"fieldname": "account_balance",
"fieldtype": "Long Text",
"hidden": 1,
"label": "Account Balance",
"read_only": 1
},
{
"fieldname": "get_account_balance",
"fieldtype": "Button",
"label": "Get Account Balance"
}
],
"links": [],
"modified": "2020-09-25 20:21:38.215494",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Mpesa Settings",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC"
}

208
erpnext/erpnext_integrations/doctype/mpesa_settings/mpesa_settings.py Normal file
View File

@ -0,0 +1,208 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
from json import loads, dumps
import frappe
from frappe.model.document import Document
from frappe import _
from frappe.utils import call_hook_method, fmt_money
from frappe.integrations.utils import create_request_log, create_payment_gateway
from frappe.utils import get_request_site_address
from erpnext.erpnext_integrations.utils import create_mode_of_payment
from erpnext.erpnext_integrations.doctype.mpesa_settings.mpesa_connector import MpesaConnector
from erpnext.erpnext_integrations.doctype.mpesa_settings.mpesa_custom_fields import create_custom_pos_fields
class MpesaSettings(Document):
supported_currencies = ["KES"]
def validate_transaction_currency(self, currency):
if currency not in self.supported_currencies:
frappe.throw(_("Please select another payment method. Mpesa does not support transactions in currency '{0}'").format(currency))
def on_update(self):
create_custom_pos_fields()
create_payment_gateway('Mpesa-' + self.payment_gateway_name, settings='Mpesa Settings', controller=self.payment_gateway_name)
call_hook_method('payment_gateway_enabled', gateway='Mpesa-' + self.payment_gateway_name, payment_channel="Phone")
# required to fetch the bank account details from the payment gateway account
frappe.db.commit()
create_mode_of_payment('Mpesa-' + self.payment_gateway_name, payment_type="Phone")
def request_for_payment(self, **kwargs):
if frappe.flags.in_test:
from erpnext.erpnext_integrations.doctype.mpesa_settings.test_mpesa_settings import get_payment_request_response_payload
response = frappe._dict(get_payment_request_response_payload())
else:
response = frappe._dict(generate_stk_push(**kwargs))
self.handle_api_response("CheckoutRequestID", kwargs, response)
def get_account_balance_info(self):
payload = dict(
reference_doctype="Mpesa Settings",
reference_docname=self.name,
doc_details=vars(self)
)
if frappe.flags.in_test:
from erpnext.erpnext_integrations.doctype.mpesa_settings.test_mpesa_settings import get_test_account_balance_response
response = frappe._dict(get_test_account_balance_response())
else:
response = frappe._dict(get_account_balance(payload))
self.handle_api_response("ConversationID", payload, response)
def handle_api_response(self, global_id, request_dict, response):
"""Response received from API calls returns a global identifier for each transaction, this code is returned during the callback."""
# check error response
if getattr(response, "requestId"):
req_name = getattr(response, "requestId")
error = response
else:
# global checkout id used as request name
req_name = getattr(response, global_id)
error = None
create_request_log(request_dict, "Host", "Mpesa", req_name, error)
if error:
frappe.throw(_(getattr(response, "errorMessage")), title=_("Transaction Error"))
def generate_stk_push(**kwargs):
"""Generate stk push by making a API call to the stk push API."""
args = frappe._dict(kwargs)
try:
callback_url = get_request_site_address(True) + "/api/method/erpnext.erpnext_integrations.doctype.mpesa_settings.mpesa_settings.verify_transaction"
mpesa_settings = frappe.get_doc("Mpesa Settings", args.payment_gateway[6:])
env = "production" if not mpesa_settings.sandbox else "sandbox"
connector = MpesaConnector(env=env,
app_key=mpesa_settings.consumer_key,
app_secret=mpesa_settings.get_password("consumer_secret"))
mobile_number = sanitize_mobile_number(args.sender)
response = connector.stk_push(business_shortcode=mpesa_settings.till_number,
passcode=mpesa_settings.get_password("online_passkey"), amount=args.grand_total,
callback_url=callback_url, reference_code=mpesa_settings.till_number,
phone_number=mobile_number, description="POS Payment")
return response
except Exception:
frappe.log_error(title=_("Mpesa Express Transaction Error"))
frappe.throw(_("Issue detected with Mpesa configuration, check the error logs for more details"), title=_("Mpesa Express Error"))
def sanitize_mobile_number(number):
"""Add country code and strip leading zeroes from the phone number."""
return "254" + str(number).lstrip("0")
@frappe.whitelist(allow_guest=True)
def verify_transaction(**kwargs):
"""Verify the transaction result received via callback from stk."""
transaction_response = frappe._dict(kwargs["Body"]["stkCallback"])
checkout_id = getattr(transaction_response, "CheckoutRequestID", "")
request = frappe.get_doc("Integration Request", checkout_id)
transaction_data = frappe._dict(loads(request.data))
if transaction_response['ResultCode'] == 0:
if request.reference_doctype and request.reference_docname:
try:
doc = frappe.get_doc(request.reference_doctype,
request.reference_docname)
doc.run_method("on_payment_authorized", 'Completed')
item_response = transaction_response["CallbackMetadata"]["Item"]
mpesa_receipt = fetch_param_value(item_response, "MpesaReceiptNumber", "Name")
frappe.db.set_value("POS Invoice", doc.reference_name, "mpesa_receipt_number", mpesa_receipt)
request.handle_success(transaction_response)
except Exception:
request.handle_failure(transaction_response)
frappe.log_error(frappe.get_traceback())
else:
request.handle_failure(transaction_response)
frappe.publish_realtime('process_phone_payment', doctype="POS Invoice",
docname=transaction_data.payment_reference, user=request.owner, message=transaction_response)
def get_account_balance(request_payload):
"""Call account balance API to send the request to the Mpesa Servers."""
try:
mpesa_settings = frappe.get_doc("Mpesa Settings", request_payload.get("reference_docname"))
env = "production" if not mpesa_settings.sandbox else "sandbox"
connector = MpesaConnector(env=env,
app_key=mpesa_settings.consumer_key,
app_secret=mpesa_settings.get_password("consumer_secret"))
callback_url = get_request_site_address(True) + "/api/method/erpnext.erpnext_integrations.doctype.mpesa_settings.mpesa_settings.process_balance_info"
response = connector.get_balance(mpesa_settings.initiator_name, mpesa_settings.security_credential, mpesa_settings.till_number, 4, mpesa_settings.name, callback_url, callback_url)
return response
except Exception:
frappe.log_error(title=_("Account Balance Processing Error"))
frappe.throw(title=_("Error"), message=_("Please check your configuration and try again"))
@frappe.whitelist(allow_guest=True)
def process_balance_info(**kwargs):
"""Process and store account balance information received via callback from the account balance API call."""
account_balance_response = frappe._dict(kwargs["Result"])
conversation_id = getattr(account_balance_response, "ConversationID", "")
request = frappe.get_doc("Integration Request", conversation_id)
if request.status == "Completed":
return
transaction_data = frappe._dict(loads(request.data))
if account_balance_response["ResultCode"] == 0:
try:
result_params = account_balance_response["ResultParameters"]["ResultParameter"]
balance_info = fetch_param_value(result_params, "AccountBalance", "Key")
balance_info = format_string_to_json(balance_info)
ref_doc = frappe.get_doc(transaction_data.reference_doctype, transaction_data.reference_docname)
ref_doc.db_set("account_balance", balance_info)
request.handle_success(account_balance_response)
frappe.publish_realtime("refresh_mpesa_dashboard")
except Exception:
request.handle_failure(account_balance_response)
frappe.log_error(title=_("Mpesa Account Balance Processing Error"), message=account_balance_response)
else:
request.handle_failure(account_balance_response)
def format_string_to_json(balance_info):
"""
Format string to json.
e.g: '''Working Account|KES|481000.00|481000.00|0.00|0.00'''
=> {'Working Account': {'current_balance': '481000.00',
'available_balance': '481000.00',
'reserved_balance': '0.00',
'uncleared_balance': '0.00'}}
"""
balance_dict = frappe._dict()
for account_info in balance_info.split("&"):
account_info = account_info.split('|')
balance_dict[account_info[0]] = dict(
current_balance=fmt_money(account_info[2], currency="KES"),
available_balance=fmt_money(account_info[3], currency="KES"),
reserved_balance=fmt_money(account_info[4], currency="KES"),
uncleared_balance=fmt_money(account_info[5], currency="KES")
)
return dumps(balance_dict)
def fetch_param_value(response, key, key_field):
"""Fetch the specified key from list of dictionary. Key is identified via the key field."""
for param in response:
if param[key_field] == key:
return param["Value"]

240
erpnext/erpnext_integrations/doctype/mpesa_settings/test_mpesa_settings.py Normal file
View File

@ -0,0 +1,240 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
from json import dumps
import frappe
import unittest
from erpnext.erpnext_integrations.doctype.mpesa_settings.mpesa_settings import process_balance_info, verify_transaction
from erpnext.accounts.doctype.pos_invoice.test_pos_invoice import create_pos_invoice
class TestMpesaSettings(unittest.TestCase):
def test_creation_of_payment_gateway(self):
create_mpesa_settings(payment_gateway_name="_Test")
mode_of_payment = frappe.get_doc("Mode of Payment", "Mpesa-_Test")
self.assertTrue(frappe.db.exists("Payment Gateway Account", {'payment_gateway': "Mpesa-_Test"}))
self.assertTrue(mode_of_payment.name)
self.assertEquals(mode_of_payment.type, "Phone")
def test_processing_of_account_balance(self):
mpesa_doc = create_mpesa_settings(payment_gateway_name="_Account Balance")
mpesa_doc.get_account_balance_info()
callback_response = get_account_balance_callback_payload()
process_balance_info(**callback_response)
integration_request = frappe.get_doc("Integration Request", "AG_20200927_00007cdb1f9fb6494315")
# test integration request creation and successful update of the status on receiving callback response
self.assertTrue(integration_request)
self.assertEquals(integration_request.status, "Completed")
# test formatting of account balance received as string to json with appropriate currency symbol
mpesa_doc.reload()
self.assertEquals(mpesa_doc.account_balance, dumps({
"Working Account": {
"current_balance": "Sh 481,000.00",
"available_balance": "Sh 481,000.00",
"reserved_balance": "Sh 0.00",
"uncleared_balance": "Sh 0.00"
}
}))
def test_processing_of_callback_payload(self):
create_mpesa_settings(payment_gateway_name="Payment")
mpesa_account = frappe.db.get_value("Payment Gateway Account", {"payment_gateway": 'Mpesa-Payment'}, "payment_account")
frappe.db.set_value("Account", mpesa_account, "account_currency", "KES")
pos_invoice = create_pos_invoice(do_not_submit=1)
pos_invoice.append("payments", {'mode_of_payment': 'Mpesa-Payment', 'account': mpesa_account, 'amount': 500})
pos_invoice.contact_mobile = "093456543894"
pos_invoice.currency = "KES"
pos_invoice.save()
pr = pos_invoice.create_payment_request()
# test payment request creation
self.assertEquals(pr.payment_gateway, "Mpesa-Payment")
callback_response = get_payment_callback_payload()
verify_transaction(**callback_response)
# test creation of integration request
integration_request = frappe.get_doc("Integration Request", "ws_CO_061020201133231972")
# test integration request creation and successful update of the status on receiving callback response
self.assertTrue(integration_request)
self.assertEquals(integration_request.status, "Completed")
pos_invoice.reload()
integration_request.reload()
self.assertEquals(pos_invoice.mpesa_receipt_number, "LGR7OWQX0R")
self.assertEquals(integration_request.status, "Completed")
def create_mpesa_settings(payment_gateway_name="Express"):
if frappe.db.exists("Mpesa Settings", payment_gateway_name):
return frappe.get_doc("Mpesa Settings", payment_gateway_name)
doc = frappe.get_doc(dict( #nosec
doctype="Mpesa Settings",
payment_gateway_name=payment_gateway_name,
consumer_key="5sMu9LVI1oS3oBGPJfh3JyvLHwZOdTKn",
consumer_secret="VI1oS3oBGPJfh3JyvLHw",
online_passkey="LVI1oS3oBGPJfh3JyvLHwZOd",
till_number="174379"
))
doc.insert(ignore_permissions=True)
return doc
def get_test_account_balance_response():
"""Response received after calling the account balance API."""
return {
"ResultType":0,
"ResultCode":0,
"ResultDesc":"The service request has been accepted successfully.",
"OriginatorConversationID":"10816-694520-2",
"ConversationID":"AG_20200927_00007cdb1f9fb6494315",
"TransactionID":"LGR0000000",
"ResultParameters":{
"ResultParameter":[
{
"Key":"ReceiptNo",
"Value":"LGR919G2AV"
},
{
"Key":"Conversation ID",
"Value":"AG_20170727_00004492b1b6d0078fbe"
},
{
"Key":"FinalisedTime",
"Value":20170727101415
},
{
"Key":"Amount",
"Value":10
},
{
"Key":"TransactionStatus",
"Value":"Completed"
},
{
"Key":"ReasonType",
"Value":"Salary Payment via API"
},
{
"Key":"TransactionReason"
},
{
"Key":"DebitPartyCharges",
"Value":"Fee For B2C Payment|KES|33.00"
},
{
"Key":"DebitAccountType",
"Value":"Utility Account"
},
{
"Key":"InitiatedTime",
"Value":20170727101415
},
{
"Key":"Originator Conversation ID",
"Value":"19455-773836-1"
},
{
"Key":"CreditPartyName",
"Value":"254708374149 - John Doe"
},
{
"Key":"DebitPartyName",
"Value":"600134 - Safaricom157"
}
]
},
"ReferenceData":{
"ReferenceItem":{
"Key":"Occasion",
"Value":"aaaa"
}
}
}
def get_payment_request_response_payload():
"""Response received after successfully calling the stk push process request API."""
return {
"MerchantRequestID": "8071-27184008-1",
"CheckoutRequestID": "ws_CO_061020201133231972",
"ResultCode": 0,
"ResultDesc": "The service request is processed successfully.",
"CallbackMetadata": {
"Item": [
{ "Name": "Amount", "Value": 500.0 },
{ "Name": "MpesaReceiptNumber", "Value": "LGR7OWQX0R" },
{ "Name": "TransactionDate", "Value": 20201006113336 },
{ "Name": "PhoneNumber", "Value": 254723575670 }
]
}
}
def get_payment_callback_payload():
"""Response received from the server as callback after calling the stkpush process request API."""
return {
"Body":{
"stkCallback":{
"MerchantRequestID":"19465-780693-1",
"CheckoutRequestID":"ws_CO_061020201133231972",
"ResultCode":0,
"ResultDesc":"The service request is processed successfully.",
"CallbackMetadata":{
"Item":[
{
"Name":"Amount",
"Value":500
},
{
"Name":"MpesaReceiptNumber",
"Value":"LGR7OWQX0R"
},
{
"Name":"Balance"
},
{
"Name":"TransactionDate",
"Value":20170727154800
},
{
"Name":"PhoneNumber",
"Value":254721566839
}
]
}
}
}
}
def get_account_balance_callback_payload():
"""Response received from the server as callback after calling the account balance API."""
return {
"Result":{
"ResultType": 0,
"ResultCode": 0,
"ResultDesc": "The service request is processed successfully.",
"OriginatorConversationID": "16470-170099139-1",
"ConversationID": "AG_20200927_00007cdb1f9fb6494315",
"TransactionID": "OIR0000000",
"ResultParameters": {
"ResultParameter": [
{
"Key": "AccountBalance",
"Value": "Working Account|KES|481000.00|481000.00|0.00|0.00"
},
{ "Key": "BOCompletedTime", "Value": 20200927234123 }
]
},
"ReferenceData": {
"ReferenceItem": {
"Key": "QueueTimeoutURL",
"Value": "https://internalsandbox.safaricom.co.ke/mpesa/abresults/v1/submit"
}
}
}
}

20
erpnext/erpnext_integrations/utils.py
View File

@ -3,6 +3,7 @@ import frappe
from frappe import _
import base64, hashlib, hmac
from six.moves.urllib.parse import urlparse
from erpnext import get_default_company
def validate_webhooks_request(doctype, hmac_key, secret_key='secret'):
def innerfn(fn):
@ -41,3 +42,22 @@ def get_webhook_address(connector_name, method, exclude_uri=False):
server_url = '{uri.scheme}://{uri.netloc}/api/method/{endpoint}'.format(uri=urlparse(url), endpoint=endpoint)
return server_url
def create_mode_of_payment(gateway, payment_type="General"):
payment_gateway_account = frappe.db.get_value("Payment Gateway Account", {
"payment_gateway": gateway
}, ['payment_account'])
if not frappe.db.exists("Mode of Payment", gateway) and payment_gateway_account:
mode_of_payment = frappe.get_doc({
"doctype": "Mode of Payment",
"mode_of_payment": gateway,
"enabled": 1,
"type": payment_type,
"accounts": [{
"doctype": "Mode of Payment Account",
"company": get_default_company(),
"default_account": payment_gateway_account
}]
})
mode_of_payment.insert(ignore_permissions=True)

15
erpnext/healthcare/doctype/drug_prescription/drug_prescription.json
View File

@ -43,7 +43,8 @@
"ignore_user_permissions": 1,
"in_list_view": 1,
"label": "Dosage",
"options": "Prescription Dosage"
"options": "Prescription Dosage",
"reqd": 1
},
{
"fieldname": "period",
@ -51,14 +52,16 @@
"ignore_user_permissions": 1,
"in_list_view": 1,
"label": "Period",
"options": "Prescription Duration"
"options": "Prescription Duration",
"reqd": 1
},
{
"fieldname": "dosage_form",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Dosage Form",
"options": "Dosage Form"
"options": "Dosage Form",
"reqd": 1
},
{
"fieldname": "column_break_7",
@ -72,7 +75,7 @@
"label": "Comment"
},
{
"depends_on": "use_interval",
"depends_on": "usage_interval",
"fieldname": "interval",
"fieldtype": "Int",
"in_list_view": 1,
@ -80,6 +83,7 @@
},
{
"default": "1",
"depends_on": "usage_interval",
"fieldname": "update_schedule",
"fieldtype": "Check",
"hidden": 1,
@ -99,12 +103,13 @@
"default": "0",
"fieldname": "usage_interval",
"fieldtype": "Check",
"hidden": 1,
"label": "Dosage by Time Interval"
}
],
"istable": 1,
"links": [],
"modified": "2020-02-26 17:02:42.741338",
"modified": "2020-09-30 23:32:09.495288",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Drug Prescription",

0
erpnext/healthcare/doctype/inpatient_medication_entry/__init__.py Normal file
View File

37
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js Normal file
View File

@ -0,0 +1,37 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Inpatient Medication Entry', {
refresh: function(frm) {
// Ignore cancellation of doctype on cancel all
frm.ignore_doctypes_on_cancel_all = ['Stock Entry'];
frm.set_query('item_code', () => {
return {
filters: {
is_stock_item: 1
}
};
});
frm.set_query('drug_code', 'medication_orders', () => {
return {
filters: {
is_stock_item: 1
}
};
});
},
get_medication_orders: function(frm) {
frappe.call({
method: 'get_medication_orders',
doc: frm.doc,
freeze: true,
freeze_message: __('Fetching Pending Medication Orders'),
callback: function() {
refresh_field('medication_orders');
}
});
}
});

203
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json Normal file
View File

@ -0,0 +1,203 @@
{
"actions": [],
"autoname": "naming_series:",
"creation": "2020-09-25 14:13:20.111906",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"naming_series",
"company",
"column_break_3",
"posting_date",
"status",
"filters_section",
"item_code",
"assigned_to_practitioner",
"patient",
"practitioner",
"service_unit",
"column_break_11",
"from_date",
"to_date",
"from_time",
"to_time",
"select_medication_orders_section",
"get_medication_orders",
"medication_orders",
"section_break_18",
"update_stock",
"warehouse",
"amended_from"
],
"fields": [
{
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Naming Series",
"options": "HLC-IME-.YYYY.-"
},
{
"fieldname": "company",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Company",
"options": "Company",
"reqd": 1
},
{
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"fieldname": "posting_date",
"fieldtype": "Date",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Posting Date",
"reqd": 1
},
{
"fieldname": "status",
"fieldtype": "Select",
"label": "Status",
"options": "\nDraft\nSubmitted\nPending\nIn Process\nCompleted\nCancelled",
"read_only": 1
},
{
"collapsible": 1,
"fieldname": "filters_section",
"fieldtype": "Section Break",
"label": "Filters"
},
{
"fieldname": "item_code",
"fieldtype": "Link",
"label": "Item Code (Drug)",
"options": "Item"
},
{
"depends_on": "update_stock",
"description": "Warehouse from where medication stock should be consumed",
"fieldname": "warehouse",
"fieldtype": "Link",
"label": "Medication Warehouse",
"mandatory_depends_on": "update_stock",
"options": "Warehouse"
},
{
"fieldname": "patient",
"fieldtype": "Link",
"label": "Patient",
"options": "Patient"
},
{
"fieldname": "service_unit",
"fieldtype": "Link",
"label": "Healthcare Service Unit",
"options": "Healthcare Service Unit"
},
{
"fieldname": "column_break_11",
"fieldtype": "Column Break"
},
{
"fieldname": "from_date",
"fieldtype": "Date",
"label": "From Date"
},
{
"fieldname": "to_date",
"fieldtype": "Date",
"label": "To Date"
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
"label": "Amended From",
"no_copy": 1,
"options": "Inpatient Medication Entry",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "practitioner",
"fieldtype": "Link",
"label": "Healthcare Practitioner",
"options": "Healthcare Practitioner"
},
{
"fieldname": "select_medication_orders_section",
"fieldtype": "Section Break",
"label": "Medication Orders"
},
{
"fieldname": "medication_orders",
"fieldtype": "Table",
"label": "Inpatient Medication Orders",
"options": "Inpatient Medication Entry Detail",
"read_only": 1,
"reqd": 1
},
{
"depends_on": "eval:doc.docstatus!==1",
"fieldname": "get_medication_orders",
"fieldtype": "Button",
"label": "Get Pending Medication Orders",
"print_hide": 1
},
{
"fieldname": "assigned_to_practitioner",
"fieldtype": "Link",
"label": "Assigned To",
"options": "User"
},
{
"fieldname": "section_break_18",
"fieldtype": "Section Break",
"label": "Stock Details"
},
{
"default": "1",
"fieldname": "update_stock",
"fieldtype": "Check",
"label": "Update Stock"
},
{
"fieldname": "from_time",
"fieldtype": "Time",
"label": "From Time"
},
{
"fieldname": "to_time",
"fieldtype": "Time",
"label": "To Time"
}
],
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-09-30 23:40:45.528715",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Inpatient Medication Entry",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

273
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py Normal file
View File

@ -0,0 +1,273 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import flt, get_link_to_form, getdate, nowtime
from erpnext.stock.utils import get_latest_stock_qty
from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_account
class InpatientMedicationEntry(Document):
def validate(self):
self.validate_medication_orders()
def get_medication_orders(self):
self.validate_datetime_filters()
# pull inpatient medication orders based on selected filters
orders = get_pending_medication_orders(self)
if orders:
self.add_mo_to_table(orders)
return self
else:
self.set('medication_orders', [])
frappe.msgprint(_('No pending medication orders found for selected criteria'))
def validate_datetime_filters(self):
if self.from_date and self.to_date:
self.validate_from_to_dates('from_date', 'to_date')
if self.from_date and getdate(self.from_date) > getdate():
frappe.throw(_('From Date cannot be after the current date.'))
if self.to_date and getdate(self.to_date) > getdate():
frappe.throw(_('To Date cannot be after the current date.'))
if self.from_time and self.from_time > nowtime():
frappe.throw(_('From Time cannot be after the current time.'))
if self.to_time and self.to_time > nowtime():
frappe.throw(_('To Time cannot be after the current time.'))
def add_mo_to_table(self, orders):
# Add medication orders in the child table
self.set('medication_orders', [])
for data in orders:
self.append('medication_orders', {
'patient': data.patient,
'patient_name': data.patient_name,
'inpatient_record': data.inpatient_record,
'service_unit': data.service_unit,
'datetime': "%s %s" % (data.date, data.time or "00:00:00"),
'drug_code': data.drug,
'drug_name': data.drug_name,
'dosage': data.dosage,
'dosage_form': data.dosage_form,
'against_imo': data.parent,
'against_imoe': data.name
})
def on_submit(self):
self.validate_medication_orders()
success_msg = ""
if self.update_stock:
stock_entry = self.process_stock()
success_msg += _('Stock Entry {0} created and ').format(
frappe.bold(get_link_to_form('Stock Entry', stock_entry)))
self.update_medication_orders()
success_msg += _('Inpatient Medication Orders updated successfully')
frappe.msgprint(success_msg, title=_('Success'), indicator='green')
def validate_medication_orders(self):
for entry in self.medication_orders:
docstatus, is_completed = frappe.db.get_value('Inpatient Medication Order Entry', entry.against_imoe,
['docstatus', 'is_completed'])
if docstatus == 2:
frappe.throw(_('Row {0}: Cannot create Inpatient Medication Entry against cancelled Inpatient Medication Order {1}').format(
entry.idx, get_link_to_form(entry.against_imo)))
if is_completed:
frappe.throw(_('Row {0}: This Medication Order is already marked as completed').format(
entry.idx))
def on_cancel(self):
self.cancel_stock_entries()
self.update_medication_orders(on_cancel=True)
def process_stock(self):
allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock')
if not allow_negative_stock:
self.check_stock_qty()
return self.make_stock_entry()
def update_medication_orders(self, on_cancel=False):
orders, order_entry_map = self.get_order_entry_map()
# mark completion status
is_completed = 1
if on_cancel:
is_completed = 0
frappe.db.sql("""
UPDATE `tabInpatient Medication Order Entry`
SET is_completed = %(is_completed)s
WHERE name IN %(orders)s
""", {'orders': orders, 'is_completed': is_completed})
# update status and completed orders count
for order, count in order_entry_map.items():
medication_order = frappe.get_doc('Inpatient Medication Order', order)
completed_orders = flt(count)
current_value = frappe.db.get_value('Inpatient Medication Order', order, 'completed_orders')
if on_cancel:
completed_orders = flt(current_value) - flt(count)
else:
completed_orders = flt(current_value) + flt(count)
medication_order.db_set('completed_orders', completed_orders)
medication_order.set_status()
def get_order_entry_map(self):
# for marking order completion status
orders = []
# orders mapped
order_entry_map = dict()
for entry in self.medication_orders:
orders.append(entry.against_imoe)
parent = entry.against_imo
if not order_entry_map.get(parent):
order_entry_map[parent] = 0
order_entry_map[parent] += 1
return orders, order_entry_map
def check_stock_qty(self):
from erpnext.stock.stock_ledger import NegativeStockError
drug_availability = dict()
for d in self.medication_orders:
if not drug_availability.get(d.drug_code):
drug_availability[d.drug_code] = 0
drug_availability[d.drug_code] += flt(d.dosage)
for drug, dosage in drug_availability.items():
available_qty = get_latest_stock_qty(drug, self.warehouse)
# validate qty
if flt(available_qty) < flt(dosage):
frappe.throw(_('Quantity not available for {0} in warehouse {1}').format(
frappe.bold(drug), frappe.bold(self.warehouse))
+ '<br><br>' + _('Available quantity is {0}, you need {1}').format(
frappe.bold(available_qty), frappe.bold(dosage))
+ '<br><br>' + _('Please enable Allow Negative Stock in Stock Settings or create Stock Entry to proceed.'),
NegativeStockError, title=_('Insufficient Stock'))
def make_stock_entry(self):
stock_entry = frappe.new_doc('Stock Entry')
stock_entry.purpose = 'Material Issue'
stock_entry.set_stock_entry_type()
stock_entry.from_warehouse = self.warehouse
stock_entry.company = self.company
stock_entry.inpatient_medication_entry = self.name
cost_center = frappe.get_cached_value('Company', self.company, 'cost_center')
expense_account = get_account(None, 'expense_account', 'Healthcare Settings', self.company)
for entry in self.medication_orders:
se_child = stock_entry.append('items')
se_child.item_code = entry.drug_code
se_child.item_name = entry.drug_name
se_child.uom = frappe.db.get_value('Item', entry.drug_code, 'stock_uom')
se_child.stock_uom = se_child.uom
se_child.qty = flt(entry.dosage)
# in stock uom
se_child.conversion_factor = 1
se_child.cost_center = cost_center
se_child.expense_account = expense_account
# references
se_child.patient = entry.patient
se_child.inpatient_medication_entry_child = entry.name
stock_entry.submit()
return stock_entry.name
def cancel_stock_entries(self):
stock_entries = frappe.get_all('Stock Entry', {'inpatient_medication_entry': self.name})
for entry in stock_entries:
doc = frappe.get_doc('Stock Entry', entry.name)
doc.cancel()
def get_pending_medication_orders(entry):
filters, values = get_filters(entry)
data = frappe.db.sql("""
SELECT
ip.inpatient_record, ip.patient, ip.patient_name,
entry.name, entry.parent, entry.drug, entry.drug_name,
entry.dosage, entry.dosage_form, entry.date, entry.time, entry.instructions
FROM
`tabInpatient Medication Order` ip
INNER JOIN
`tabInpatient Medication Order Entry` entry
ON
ip.name = entry.parent
WHERE
ip.docstatus = 1 and
ip.company = %(company)s and
entry.is_completed = 0
{0}
ORDER BY
entry.date, entry.time
""".format(filters), values, as_dict=1)
for doc in data:
inpatient_record = doc.inpatient_record
doc['service_unit'] = get_current_healthcare_service_unit(inpatient_record)
if entry.service_unit and doc.service_unit != entry.service_unit:
data.remove(doc)
return data
def get_filters(entry):
filters = ''
values = dict(company=entry.company)
if entry.from_date:
filters += ' and entry.date >= %(from_date)s'
values['from_date'] = entry.from_date
if entry.to_date:
filters += ' and entry.date <= %(to_date)s'
values['to_date'] = entry.to_date
if entry.from_time:
filters += ' and entry.time >= %(from_time)s'
values['from_time'] = entry.from_time
if entry.to_time:
filters += ' and entry.time <= %(to_time)s'
values['to_time'] = entry.to_time
if entry.patient:
filters += ' and ip.patient = %(patient)s'
values['patient'] = entry.patient
if entry.practitioner:
filters += ' and ip.practitioner = %(practitioner)s'
values['practitioner'] = entry.practitioner
if entry.item_code:
filters += ' and entry.drug = %(item_code)s'
values['item_code'] = entry.item_code
if entry.assigned_to_practitioner:
filters += ' and ip._assign LIKE %(assigned_to)s'
values['assigned_to'] = '%' + entry.assigned_to_practitioner + '%'
return filters, values
def get_current_healthcare_service_unit(inpatient_record):
ip_record = frappe.get_doc('Inpatient Record', inpatient_record)
return ip_record.inpatient_occupancies[-1].service_unit

16
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry_dashboard.py Normal file
View File

@ -0,0 +1,16 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return {
'fieldname': 'against_imoe',
'internal_links': {
'Inpatient Medication Order': ['medication_orders', 'against_imo']
},
'transactions': [
{
'label': _('Reference'),
'items': ['Inpatient Medication Order']
}
]
}

125
erpnext/healthcare/doctype/inpatient_medication_entry/test_inpatient_medication_entry.py Normal file
View File

@ -0,0 +1,125 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import add_days, getdate, now_datetime
from erpnext.healthcare.doctype.inpatient_record.test_inpatient_record import create_patient, create_inpatient, get_healthcare_service_unit, mark_invoiced_inpatient_occupancy
from erpnext.healthcare.doctype.inpatient_record.inpatient_record import admit_patient, discharge_patient, schedule_discharge
from erpnext.healthcare.doctype.inpatient_medication_order.test_inpatient_medication_order import create_ipmo, create_ipme
from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_account
class TestInpatientMedicationEntry(unittest.TestCase):
def setUp(self):
frappe.db.sql("""delete from `tabInpatient Record`""")
frappe.db.sql("""delete from `tabInpatient Medication Order`""")
frappe.db.sql("""delete from `tabInpatient Medication Entry`""")
self.patient = create_patient()
# Admit
ip_record = create_inpatient(self.patient)
ip_record.expected_length_of_stay = 0
ip_record.save()
ip_record.reload()
service_unit = get_healthcare_service_unit()
admit_patient(ip_record, service_unit, now_datetime())
self.ip_record = ip_record
def test_filters_for_fetching_pending_mo(self):
ipmo = create_ipmo(self.patient)
ipmo.submit()
ipmo.reload()
date = add_days(getdate(), -1)
filters = frappe._dict(
from_date=date,
to_date=date,
from_time='',
to_time='',
item_code='Dextromethorphan',
patient=self.patient
)
ipme = create_ipme(filters, update_stock=0)
# 3 dosages per day
self.assertEqual(len(ipme.medication_orders), 3)
self.assertEqual(getdate(ipme.medication_orders[0].datetime), date)
def test_ipme_with_stock_update(self):
ipmo = create_ipmo(self.patient)
ipmo.submit()
ipmo.reload()
date = add_days(getdate(), -1)
filters = frappe._dict(
from_date=date,
to_date=date,
from_time='',
to_time='',
item_code='Dextromethorphan',
patient=self.patient
)
make_stock_entry()
ipme = create_ipme(filters, update_stock=1)
ipme.submit()
ipme.reload()
# test order completed
is_order_completed = frappe.db.get_value('Inpatient Medication Order Entry',
ipme.medication_orders[0].against_imoe, 'is_completed')
self.assertEqual(is_order_completed, 1)
# test stock entry
stock_entry = frappe.db.exists('Stock Entry', {'inpatient_medication_entry': ipme.name})
self.assertTrue(stock_entry)
# check references
stock_entry = frappe.get_doc('Stock Entry', stock_entry)
self.assertEqual(stock_entry.items[0].patient, self.patient)
self.assertEqual(stock_entry.items[0].inpatient_medication_entry_child, ipme.medication_orders[0].name)
def tearDown(self):
# cleanup - Discharge
schedule_discharge(frappe.as_json({'patient': self.patient}))
self.ip_record.reload()
mark_invoiced_inpatient_occupancy(self.ip_record)
self.ip_record.reload()
discharge_patient(self.ip_record)
for entry in frappe.get_all('Inpatient Medication Entry'):
doc = frappe.get_doc('Inpatient Medication Entry', entry.name)
doc.cancel()
frappe.db.delete('Stock Entry', {'inpatient_medication_entry': doc.name})
doc.delete()
for entry in frappe.get_all('Inpatient Medication Order'):
doc = frappe.get_doc('Inpatient Medication Order', entry.name)
doc.cancel()
doc.delete()
def make_stock_entry():
frappe.db.set_value('Company', '_Test Company', {
'stock_adjustment_account': 'Stock Adjustment - _TC',
'default_inventory_account': 'Stock In Hand - _TC'
})
stock_entry = frappe.new_doc('Stock Entry')
stock_entry.stock_entry_type = 'Material Receipt'
stock_entry.company = '_Test Company'
stock_entry.to_warehouse = 'Stores - _TC'
expense_account = get_account(None, 'expense_account', 'Healthcare Settings', '_Test Company')
se_child = stock_entry.append('items')
se_child.item_code = 'Dextromethorphan'
se_child.item_name = 'Dextromethorphan'
se_child.uom = 'Nos'
se_child.stock_uom = 'Nos'
se_child.qty = 6
se_child.t_warehouse = 'Stores - _TC'
# in stock uom
se_child.conversion_factor = 1.0
se_child.expense_account = expense_account
stock_entry.submit()

0
erpnext/healthcare/doctype/inpatient_medication_entry_detail/__init__.py Normal file
View File

163
erpnext/healthcare/doctype/inpatient_medication_entry_detail/inpatient_medication_entry_detail.json Normal file
View File

@ -0,0 +1,163 @@
{
"actions": [],
"creation": "2020-09-25 14:56:32.636569",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"patient",
"patient_name",
"inpatient_record",
"column_break_4",
"service_unit",
"datetime",
"medication_details_section",
"drug_code",
"drug_name",
"dosage",
"available_qty",
"dosage_form",
"column_break_10",
"instructions",
"references_section",
"against_imo",
"against_imoe"
],
"fields": [
{
"columns": 2,
"fieldname": "patient",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Patient",
"options": "Patient",
"reqd": 1
},
{
"fetch_from": "patient.patient_name",
"fieldname": "patient_name",
"fieldtype": "Data",
"label": "Patient Name",
"read_only": 1
},
{
"columns": 2,
"fieldname": "drug_code",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Drug Code",
"options": "Item",
"reqd": 1
},
{
"fetch_from": "drug_code.item_name",
"fieldname": "drug_name",
"fieldtype": "Data",
"label": "Drug Name",
"read_only": 1
},
{
"columns": 1,
"fieldname": "dosage",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Dosage",
"reqd": 1
},
{
"fieldname": "dosage_form",
"fieldtype": "Link",
"label": "Dosage Form",
"options": "Dosage Form"
},
{
"fetch_from": "patient.inpatient_record",
"fieldname": "inpatient_record",
"fieldtype": "Link",
"label": "Inpatient Record",
"options": "Inpatient Record",
"read_only": 1
},
{
"collapsible": 1,
"fieldname": "references_section",
"fieldtype": "Section Break",
"label": "References"
},
{
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"fieldname": "medication_details_section",
"fieldtype": "Section Break",
"label": "Medication Details"
},
{
"fieldname": "column_break_10",
"fieldtype": "Column Break"
},
{
"columns": 3,
"fieldname": "datetime",
"fieldtype": "Datetime",
"in_list_view": 1,
"label": "Datetime",
"reqd": 1
},
{
"fieldname": "instructions",
"fieldtype": "Small Text",
"label": "Instructions"
},
{
"columns": 2,
"fieldname": "service_unit",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Service Unit",
"options": "Healthcare Service Unit",
"read_only": 1,
"reqd": 1
},
{
"fieldname": "against_imo",
"fieldtype": "Link",
"label": "Against Inpatient Medication Order",
"no_copy": 1,
"options": "Inpatient Medication Order",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "against_imoe",
"fieldtype": "Data",
"label": "Against Inpatient Medication Order Entry",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "available_qty",
"fieldtype": "Float",
"hidden": 1,
"label": "Available Qty",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-09-30 14:48:23.648223",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Inpatient Medication Entry Detail",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
erpnext/healthcare/doctype/inpatient_medication_entry_detail/inpatient_medication_entry_detail.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class InpatientMedicationEntryDetail(Document):
pass

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