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Merge branch 'develop' of https://github.com/frappe/erpnext into quotation-portal

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This commit is contained in:
Anupam 2020-09-24 16:18:47 +05:30
commit 5a72022289
119 changed files with 1636 additions and 1728 deletions
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2
README.md
View File

@ -16,7 +16,7 @@
ERPNext as a monolith includes the following areas for managing businesses:
1. [Accounting](https://erpnext.com/open-source-accounting)
1. [Inventory](https://erpnext.com/distribution/inventory-management-system)
1. [Warehouse Management](https://erpnext.com/distribution/warehouse-management-system)
1. [CRM](https://erpnext.com/open-source-crm)
1. [Sales](https://erpnext.com/open-source-sales-purchase)
1. [Purchase](https://erpnext.com/open-source-sales-purchase)

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

@ -38,8 +38,8 @@
"reqd": 1
}
],
"modified": "2020-06-18 20:27:42.615842",
"modified_by": "ahmad@havenir.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Item Tax Template",
"owner": "Administrator",

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

@ -45,11 +45,11 @@
],
"icon": "fa fa-credit-card",
"idx": 1,
"modified": "2019-08-14 14:58:42.079115",
"modified_by": "sammish.thundiyil@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Mode of Payment",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

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

@ -12,9 +12,10 @@ frappe.ui.form.on('Payment Entry', {
setup: function(frm) {
frm.set_query("paid_from", function() {
frm.events.validate_company(frm);
var account_types = in_list(["Pay", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
return {
filters: {
"account_type": ["in", account_types],
@ -23,13 +24,16 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("party_type", function() {
frm.events.validate_company(frm);
return{
filters: {
"name": ["in", Object.keys(frappe.boot.party_account_types)],
}
}
});
frm.set_query("party_bank_account", function() {
return {
filters: {
@ -39,6 +43,7 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("bank_account", function() {
return {
filters: {
@ -47,6 +52,7 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("contact_person", function() {
if (frm.doc.party) {
return {
@ -58,10 +64,12 @@ frappe.ui.form.on('Payment Entry', {
};
}
});
frm.set_query("paid_to", function() {
frm.events.validate_company(frm);
var account_types = in_list(["Receive", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
return {
filters: {
"account_type": ["in", account_types],
@ -150,6 +158,12 @@ frappe.ui.form.on('Payment Entry', {
frm.events.show_general_ledger(frm);
},
validate_company: (frm) => {
if (!frm.doc.company){
frappe.throw({message:__("Please select a Company first."), title: __("Mandatory")});
}
},
company: function(frm) {
frm.events.hide_unhide_fields(frm);
frm.events.set_dynamic_labels(frm);

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

@ -291,11 +291,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 16:15:49.089450",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Period Closing Voucher",
"owner": "jai@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 1,

11
erpnext/accounts/doctype/pos_opening_entry/pos_opening_entry.py
View File

@ -5,13 +5,14 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import cint
from frappe.utils import cint, get_link_to_form
from frappe.model.document import Document
from erpnext.controllers.status_updater import StatusUpdater
class POSOpeningEntry(StatusUpdater):
def validate(self):
self.validate_pos_profile_and_cashier()
self.validate_payment_method_account()
self.set_status()
def validate_pos_profile_and_cashier(self):
@ -20,6 +21,14 @@ class POSOpeningEntry(StatusUpdater):
if not cint(frappe.db.get_value("User", self.user, "enabled")):
frappe.throw(_("User {} has been disabled. Please select valid user/cashier".format(self.user)))
def validate_payment_method_account(self):
for d in self.balance_details:
account = frappe.db.get_value("Mode of Payment Account",
{"parent": d.mode_of_payment, "company": self.company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
def on_submit(self):
self.set_status(update=True)

27
erpnext/accounts/doctype/pos_profile/pos_profile.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import msgprint, _
from frappe.utils import cint, now
from frappe.utils import cint, now, get_link_to_form
from six import iteritems
from frappe.model.document import Document
@ -13,7 +13,7 @@ class POSProfile(Document):
self.validate_default_profile()
self.validate_all_link_fields()
self.validate_duplicate_groups()
self.check_default_payment()
self.validate_payment_methods()
def validate_default_profile(self):
for row in self.applicable_for_users:
@ -52,14 +52,23 @@ class POSProfile(Document):
if len(customer_groups) != len(set(customer_groups)):
frappe.throw(_("Duplicate customer group found in the cutomer group table"), title = "Duplicate Customer Group")
def check_default_payment(self):
if self.payments:
default_mode_of_payment = [d.default for d in self.payments if d.default]
if not default_mode_of_payment:
frappe.throw(_("Set default mode of payment"))
def validate_payment_methods(self):
if not self.payments:
frappe.throw(_("Payment methods are mandatory. Please add at least one payment method."))
if len(default_mode_of_payment) > 1:
frappe.throw(_("Multiple default mode of payment is not allowed"))
default_mode_of_payment = [d.default for d in self.payments if d.default]
if not default_mode_of_payment:
frappe.throw(_("Please select a default mode of payment"))
if len(default_mode_of_payment) > 1:
frappe.throw(_("You can only select one mode of payment as default"))
for d in self.payments:
account = frappe.db.get_value("Mode of Payment Account",
{"parent": d.mode_of_payment, "company": self.company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
def on_update(self):
self.set_defaults()

8
erpnext/accounts/doctype/pos_settings/pos_settings.js
View File

@ -7,10 +7,10 @@ frappe.ui.form.on('POS Settings', {
},
get_invoice_fields: function(frm) {
frappe.model.with_doctype("Sales Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
frappe.model.with_doctype("POS Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
if (frappe.model.no_value_type.indexOf(d.fieldtype) === -1 ||
d.fieldtype === 'Table') {
['Table', 'Button'].includes(d.fieldtype)) {
return { label: d.label + ' (' + d.fieldtype + ')', value: d.fieldname };
} else {
return null;
@ -25,7 +25,7 @@ frappe.ui.form.on('POS Settings', {
frappe.ui.form.on("POS Field", {
fieldname: function(frm, doctype, name) {
var doc = frappe.get_doc(doctype, name);
var df = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
var df = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
return doc.fieldname == d.fieldname ? d : null;
})[0];

2
erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json
View File

@ -210,7 +210,7 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-03-12 14:53:47.679439",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges",

2
erpnext/accounts/doctype/purchase_taxes_and_charges_template/purchase_taxes_and_charges_template.json
View File

@ -78,7 +78,7 @@
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges Template",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"email": 1,

18
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate, get_link_to_form
from frappe import _, msgprint, throw
from erpnext.accounts.party import get_party_account, get_due_date
from frappe.model.mapper import get_mapped_doc
@ -1372,7 +1372,7 @@ def get_bank_cash_account(mode_of_payment, company):
{"parent": mode_of_payment, "company": company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(mode_of_payment))
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
return {
"account": account
}
@ -1612,18 +1612,16 @@ def update_multi_mode_option(doc, pos_profile):
payment.type = payment_mode.type
doc.set('payments', [])
if not pos_profile or not pos_profile.get('payments'):
for payment_mode in get_all_mode_of_payments(doc):
append_payment(payment_mode)
return
for pos_payment_method in pos_profile.get('payments'):
pos_payment_method = pos_payment_method.as_dict()
payment_mode = get_mode_of_payment_info(pos_payment_method.mode_of_payment, doc.company)
if payment_mode:
payment_mode[0].default = pos_payment_method.default
append_payment(payment_mode[0])
if not payment_mode:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", pos_payment_method.mode_of_payment)), title=_("Missing Account"))
payment_mode[0].default = pos_payment_method.default
append_payment(payment_mode[0])
def get_all_mode_of_payments(doc):
return frappe.db.sql("""

1
erpnext/accounts/general_ledger.py
View File

@ -320,7 +320,6 @@ def make_reverse_gl_entries(gl_entries=None, voucher_type=None, voucher_no=None,
entry['remarks'] = "On cancellation of " + entry['voucher_no']
entry['is_cancelled'] = 1
entry['posting_date'] = today()
if entry['debit'] or entry['credit']:
make_entry(entry, adv_adj, "Yes")

38
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
View File

@ -72,7 +72,7 @@ erpnext.accounts.bankReconciliation = class BankReconciliation {
check_plaid_status() {
const me = this;
frappe.db.get_value("Plaid Settings", "Plaid Settings", "enabled", (r) => {
if (r && r.enabled == "1") {
if (r && r.enabled === "1") {
me.plaid_status = "active"
} else {
me.plaid_status = "inactive"
@ -139,7 +139,7 @@ erpnext.accounts.bankTransactionUpload = class bankTransactionUpload {
}
make() {
const me = this;
const me = this;
new frappe.ui.FileUploader({
method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
allow_multiple: 0,
@ -214,31 +214,35 @@ erpnext.accounts.bankTransactionSync = class bankTransactionSync {
init_config() {
const me = this;
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
.then(result => {
me.plaid_env = result.plaid_env;
me.plaid_public_key = result.plaid_public_key;
me.client_name = result.client_name;
me.sync_transactions()
})
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_plaid_configuration')
.then(result => {
me.plaid_env = result.plaid_env;
me.client_name = result.client_name;
me.link_token = result.link_token;
me.sync_transactions();
})
}
sync_transactions() {
const me = this;
frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (v) => {
frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (r) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions', {
bank: v['bank'],
bank: r.bank,
bank_account: me.parent.bank_account,
freeze: true
})
.then((result) => {
let result_title = (result.length > 0) ? __("{0} bank transaction(s) created", [result.length]) : __("This bank account is already synchronized")
let result_title = (result && result.length > 0)
? __("{0} bank transaction(s) created", [result.length])
: __("This bank account is already synchronized");
let result_msg = `
<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
<h5 class="text-muted">${result_title}</h5>
</div>`
<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
<h5 class="text-muted">${result_title}</h5>
</div>`
this.parent.$main_section.append(result_msg)
frappe.show_alert({message:__("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator:'green'});
frappe.show_alert({ message: __("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator: 'green' });
})
})
}
@ -384,7 +388,7 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
})
frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.get_linked_payments',
{bank_transaction: data, freeze:true, freeze_message:__("Finding linked payments")}
{ bank_transaction: data, freeze: true, freeze_message: __("Finding linked payments") }
).then((result) => {
me.make_dialog(result)
})

2
erpnext/accounts/report/accounts_receivable/accounts_receivable.js
View File

@ -34,7 +34,7 @@ frappe.query_reports["Accounts Receivable"] = {
filters: {
'company': company
}
}
};
}
},
{

10
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -617,9 +617,19 @@ class ReceivablePayableReport(object):
elif party_type_field=="supplier":
self.add_supplier_filters(conditions, values)
if self.filters.cost_center:
self.get_cost_center_conditions(conditions)
self.add_accounting_dimensions_filters(conditions, values)
return " and ".join(conditions), values
def get_cost_center_conditions(self, conditions):
lft, rgt = frappe.db.get_value("Cost Center", self.filters.cost_center, ["lft", "rgt"])
cost_center_list = [center.name for center in frappe.get_list("Cost Center", filters = {'lft': (">=", lft), 'rgt': ("<=", rgt)})]
cost_center_string = '", "'.join(cost_center_list)
conditions.append('cost_center in ("{0}")'.format(cost_center_string))
def get_order_by_condition(self):
if self.filters.get('group_by_party'):
return "order by party, posting_date"

4
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -268,9 +268,9 @@ class GrossProfitGenerator(object):
def get_last_purchase_rate(self, item_code, row):
condition = ''
if row.project:
condition += " AND a.project='%s'" % (row.project)
condition += " AND a.project=%s" % (frappe.db.escape(row.project))
elif row.cost_center:
condition += " AND a.cost_center='%s'" % (row.cost_center)
condition += " AND a.cost_center=%s" % (frappe.db.escape(row.cost_center))
if self.filters.to_date:
condition += " AND modified='%s'" % (self.filters.to_date)

16
erpnext/assets/doctype/asset/asset.js
View File

@ -252,13 +252,6 @@ frappe.ui.form.on('Asset', {
})
},
available_for_use_date: function(frm) {
$.each(frm.doc.finance_books || [], function(i, d) {
if(!d.depreciation_start_date) d.depreciation_start_date = frm.doc.available_for_use_date;
});
refresh_field("finance_books");
},
is_existing_asset: function(frm) {
frm.trigger("toggle_reference_doc");
// frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
@ -438,6 +431,15 @@ frappe.ui.form.on('Asset Finance Book', {
}
frappe.flags.dont_change_rate = false;
},
depreciation_start_date: function(frm, cdt, cdn) {
const book = locals[cdt][cdn];
if (frm.doc.available_for_use_date && book.depreciation_start_date == frm.doc.available_for_use_date) {
frappe.msgprint(__(`Depreciation Posting Date should not be equal to Available for Use Date.`));
book.depreciation_start_date = "";
frm.refresh_field("finance_books");
}
}
});

15
erpnext/assets/doctype/asset/asset.py
View File

@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe, erpnext, math, json
from frappe import _
from six import string_types
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days, get_last_day, get_datetime
from frappe.model.document import Document
from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
from erpnext.assets.doctype.asset.depreciation \
@ -83,6 +83,11 @@ class Asset(AccountsController):
if not self.available_for_use_date:
frappe.throw(_("Available for use date is required"))
for d in self.finance_books:
if d.depreciation_start_date == self.available_for_use_date:
frappe.throw(_("Row #{}: Depreciation Posting Date should not be equal to Available for Use Date.").format(d.idx),
title=_("Incorrect Date"))
def set_missing_values(self):
if not self.asset_category:
self.asset_category = frappe.get_cached_value("Item", self.item_code, "asset_category")
@ -135,6 +140,10 @@ class Asset(AccountsController):
def make_asset_movement(self):
reference_doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
reference_docname = self.purchase_receipt or self.purchase_invoice
transaction_date = getdate(self.purchase_date)
if reference_docname:
posting_date, posting_time = frappe.db.get_value(reference_doctype, reference_docname, ["posting_date", "posting_time"])
transaction_date = get_datetime("{} {}".format(posting_date, posting_time))
assets = [{
'asset': self.name,
'asset_name': self.asset_name,
@ -146,7 +155,7 @@ class Asset(AccountsController):
'assets': assets,
'purpose': 'Receipt',
'company': self.company,
'transaction_date': getdate(self.purchase_date),
'transaction_date': transaction_date,
'reference_doctype': reference_doctype,
'reference_name': reference_docname
}).insert()
@ -294,7 +303,7 @@ class Asset(AccountsController):
if not row.depreciation_start_date:
if not self.available_for_use_date:
frappe.throw(_("Row {0}: Depreciation Start Date is required").format(row.idx))
row.depreciation_start_date = self.available_for_use_date
row.depreciation_start_date = get_last_day(self.available_for_use_date)
if not self.is_existing_asset:
self.opening_accumulated_depreciation = 0

18
erpnext/assets/doctype/asset/test_asset.py
View File

@ -371,19 +371,18 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = nowdate()
asset.purchase_date = nowdate()
asset.available_for_use_date = '2020-01-01'
asset.purchase_date = '2020-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": nowdate()
"total_number_of_depreciations": 10,
"frequency_of_depreciation": 1
})
asset.insert()
asset.submit()
post_depreciation_entries(date=add_months(nowdate(), 10))
post_depreciation_entries(date=add_months('2020-01-01', 4))
scrap_asset(asset.name)
@ -392,9 +391,9 @@ class TestAsset(unittest.TestCase):
self.assertTrue(asset.journal_entry_for_scrap)
expected_gle = (
("_Test Accumulated Depreciations - _TC", 30000.0, 0.0),
("_Test Accumulated Depreciations - _TC", 36000.0, 0.0),
("_Test Fixed Asset - _TC", 0.0, 100000.0),
("_Test Gain/Loss on Asset Disposal - _TC", 70000.0, 0.0)
("_Test Gain/Loss on Asset Disposal - _TC", 64000.0, 0.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
@ -466,8 +465,7 @@ class TestAsset(unittest.TestCase):
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
asset.insert()
accumulated_depreciation_after_full_schedule = \

420
erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
View File

@ -1,347 +1,99 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2018-05-08 14:44:37.095570",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"creation": "2018-05-08 14:44:37.095570",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"finance_book",
"depreciation_method",
"total_number_of_depreciations",
"column_break_5",
"frequency_of_depreciation",
"depreciation_start_date",
"expected_value_after_useful_life",
"value_after_depreciation",
"rate_of_depreciation"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"fetch_if_empty": 0,
"fieldname": "finance_book",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"in_standard_filter": 0,
"label": "Finance Book",
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"precision": "",
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"report_hide": 0,
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"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "finance_book",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Finance Book",
"options": "Finance Book"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "depreciation_method",
"fieldtype": "Select",
"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": "Depreciation Method",
"length": 0,
"no_copy": 0,
"options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
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"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "depreciation_method",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Depreciation Method",
"options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "total_number_of_depreciations",
"fieldtype": "Int",
"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": "Total Number of Depreciations",
"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,
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},
"fieldname": "total_number_of_depreciations",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Total Number of Depreciations",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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"label": "",
"length": 0,
"no_copy": 0,
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"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_5",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"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": "Frequency of Depreciation (Months)",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Frequency of Depreciation (Months)",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:parent.doctype == 'Asset'",
"fetch_if_empty": 0,
"fieldname": "depreciation_start_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": "Depreciation Start 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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
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},
"depends_on": "eval:parent.doctype == 'Asset'",
"fieldname": "depreciation_start_date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Depreciation Posting Date",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"depends_on": "eval:parent.doctype == 'Asset'",
"fetch_if_empty": 0,
"fieldname": "expected_value_after_useful_life",
"fieldtype": "Currency",
"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": "Expected Value After Useful Life",
"length": 0,
"no_copy": 0,
"options": "Company:company:default_currency",
"permlevel": 0,
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"print_hide_if_no_value": 0,
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"remember_last_selected_value": 0,
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"set_only_once": 0,
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},
"default": "0",
"depends_on": "eval:parent.doctype == 'Asset'",
"fieldname": "expected_value_after_useful_life",
"fieldtype": "Currency",
"label": "Expected Value After Useful Life",
"options": "Company:company:default_currency"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
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"fetch_if_empty": 0,
"fieldname": "value_after_depreciation",
"fieldtype": "Currency",
"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": "Value After Depreciation",
"length": 0,
"no_copy": 1,
"options": "Company:company:default_currency",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
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},
"fieldname": "value_after_depreciation",
"fieldtype": "Currency",
"hidden": 1,
"label": "Value After Depreciation",
"no_copy": 1,
"options": "Company:company:default_currency",
"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,
"depends_on": "eval:doc.depreciation_method == 'Written Down Value'",
"description": "In Percentage",
"fetch_if_empty": 0,
"fieldname": "rate_of_depreciation",
"fieldtype": "Percent",
"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": "Rate of Depreciation",
"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.depreciation_method == 'Written Down Value'",
"description": "In Percentage",
"fieldname": "rate_of_depreciation",
"fieldtype": "Percent",
"label": "Rate of Depreciation"
}
],
"has_web_view": 0,
"hide_toolbar": 0,
"idx": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2019-04-09 19:45:14.523488",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Finance Book",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-09-16 12:11:30.631788",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Finance Book",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

6
erpnext/assets/doctype/asset_movement/test_asset_movement.py
View File

@ -32,8 +32,7 @@ class TestAssetMovement(unittest.TestCase):
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
@ -82,8 +81,7 @@ class TestAssetMovement(unittest.TestCase):
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
asset.submit()

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

@ -148,11 +148,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-03-12 15:43:53.862897",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item Supplied",
"owner": "dhanalekshmi@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"

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

@ -188,11 +188,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-04-10 18:09:33.997618",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Receipt Item Supplied",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",

1
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py
View File

@ -178,6 +178,7 @@ def make_all_scorecards(docname):
period_card = make_supplier_scorecard(docname, None)
period_card.start_date = start_date
period_card.end_date = end_date
period_card.insert(ignore_permissions=True)
period_card.submit()
scp_count = scp_count + 1
if start_date < first_start_date:

2
erpnext/buying/doctype/supplier_scorecard_period/supplier_scorecard_period.py
View File

@ -106,7 +106,7 @@ def make_supplier_scorecard(source_name, target_doc=None):
"doctype": "Supplier Scorecard Scoring Criteria",
"postprocess": update_criteria_fields,
}
}, target_doc, post_process)
}, target_doc, post_process, ignore_permissions=True)
return doc

5
erpnext/controllers/accounts_controller.py
View File

@ -1264,7 +1264,10 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
transitions.append(transition.as_dict())
if not transitions:
frappe.throw(_("You do not have workflow access to update this document."), title=_("Insufficient Workflow Permissions"))
frappe.throw(
_("You are not allowed to update as per the conditions set in {} Workflow.").format(get_link_to_form("Workflow", workflow)),
title=_("Insufficient Permissions")
)
def get_new_child_item(item_row):
new_child_function = set_sales_order_defaults if parent_doctype == "Sales Order" else set_purchase_order_defaults

26
erpnext/controllers/queries.py
View File

@ -165,9 +165,14 @@ def tax_account_query(doctype, txt, searchfield, start, page_len, filters):
AND company = %(company)s
AND account_currency = %(currency)s
AND `{searchfield}` LIKE %(txt)s
{mcond}
ORDER BY idx DESC, name
LIMIT %(offset)s, %(limit)s
""".format(account_type_condition=account_type_condition, searchfield=searchfield),
""".format(
account_type_condition=account_type_condition,
searchfield=searchfield,
mcond=get_match_cond(doctype)
),
dict(
account_types=filters.get("account_type"),
company=filters.get("company"),
@ -359,9 +364,21 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
if filters.get("is_return"):
having_clause = ""
meta = frappe.get_meta("Batch", cached=True)
searchfields = meta.get_search_fields()
search_columns = ''
if searchfields:
search_columns = ", " + ", ".join(searchfields)
if args.get('warehouse'):
searchfields = ['batch.' + field for field in searchfields]
if searchfields:
search_columns = ", " + ", ".join(searchfields)
batch_nos = frappe.db.sql("""select sle.batch_no, round(sum(sle.actual_qty),2), sle.stock_uom,
concat('MFG-',batch.manufacturing_date), concat('EXP-',batch.expiry_date)
{search_columns}
from `tabStock Ledger Entry` sle
INNER JOIN `tabBatch` batch on sle.batch_no = batch.name
where
@ -377,6 +394,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
group by batch_no {having_clause}
order by batch.expiry_date, sle.batch_no desc
limit %(start)s, %(page_len)s""".format(
search_columns = search_columns,
cond=cond,
match_conditions=get_match_cond(doctype),
having_clause = having_clause
@ -384,7 +402,9 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
return batch_nos
else:
return frappe.db.sql("""select name, concat('MFG-', manufacturing_date), concat('EXP-',expiry_date) from `tabBatch` batch
return frappe.db.sql("""select name, concat('MFG-', manufacturing_date), concat('EXP-',expiry_date)
{search_columns}
from `tabBatch` batch
where batch.disabled = 0
and item = %(item_code)s
and (name like %(txt)s
@ -394,7 +414,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
{0}
{match_conditions}
order by expiry_date, name desc
limit %(start)s, %(page_len)s""".format(cond, match_conditions=get_match_cond(doctype)), args)
limit %(start)s, %(page_len)s""".format(cond, search_columns = search_columns, match_conditions=get_match_cond(doctype)), args)
@frappe.whitelist()

1
erpnext/controllers/selling_controller.py
View File

@ -81,6 +81,7 @@ class SellingController(StockController):
party_details = _get_party_details(customer,
ignore_permissions=self.flags.ignore_permissions,
doctype=self.doctype, company=self.company,
posting_date=self.get('posting_date'),
fetch_payment_terms_template=fetch_payment_terms_template,
party_address=self.customer_address, shipping_address=self.shipping_address_name)
if not self.meta.get_field("sales_team"):

4
erpnext/crm/desk_page/crm/crm.json
View File

@ -8,7 +8,7 @@
{
"hidden": 0,
"label": "Reports",
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Opportunity\",\n \"name\": \"Minutes to First Response for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]"
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"First Response Time for Opportunity\",\n \"name\": \"First Response Time for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
@ -42,7 +42,7 @@
"idx": 0,
"is_standard": 1,
"label": "CRM",
"modified": "2020-05-28 13:33:52.906750",
"modified": "2020-08-11 18:55:18.238900",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",

18
erpnext/crm/doctype/opportunity/opportunity.json
View File

@ -24,7 +24,7 @@
"converted_by",
"sales_stage",
"order_lost_reason",
"mins_to_first_response",
"first_response_time",
"expected_closing",
"next_contact",
"contact_by",
@ -152,13 +152,6 @@
"no_copy": 1,
"read_only": 1
},
{
"bold": 1,
"fieldname": "mins_to_first_response",
"fieldtype": "Float",
"label": "Mins to first response",
"read_only": 1
},
{
"fieldname": "expected_closing",
"fieldtype": "Date",
@ -419,12 +412,19 @@
"fieldtype": "Link",
"label": "Converted By",
"options": "User"
},
{
"bold": 1,
"fieldname": "first_response_time",
"fieldtype": "Duration",
"label": "First Response Time",
"read_only": 1
}
],
"icon": "fa fa-info-sign",
"idx": 195,
"links": [],
"modified": "2020-08-11 17:34:35.066961",
"modified": "2020-08-12 17:34:35.066961",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",

0
erpnext/crm/report/minutes_to_first_response_for_opportunity/__init__.py → erpnext/crm/report/first_response_time_for_opportunity/__init__.py
View File

25
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.js → erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.js
View File

@ -1,33 +1,44 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["Minutes to First Response for Opportunity"] = {
frappe.query_reports["First Response Time for Opportunity"] = {
"filters": [
{
"fieldname": "from_date",
"label": __("From Date"),
"fieldtype": "Date",
'reqd': 1,
"reqd": 1,
"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
},
{
"fieldname": "to_date",
"label": __("To Date"),
"fieldtype": "Date",
'reqd': 1,
"reqd": 1,
"default": frappe.datetime.nowdate()
},
],
get_chart_data: function (columns, result) {
get_chart_data: function (_columns, result) {
return {
data: {
labels: result.map(d => d[0]),
datasets: [{
name: 'Mins to first response',
name: "First Response Time",
values: result.map(d => d[1])
}]
},
type: 'line',
type: "line",
tooltipOptions: {
formatTooltipY: d => {
let duration_options = {
hide_days: 0,
hide_seconds: 0
};
value = frappe.utils.get_formatted_duration(d, duration_options);
return value;
}
}
}
}
}
};

28
erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.json Normal file
View File

@ -0,0 +1,28 @@
{
"add_total_row": 0,
"creation": "2020-08-10 18:34:19.083872",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"letter_head": "Test 2",
"modified": "2020-08-10 18:34:19.083872",
"modified_by": "Administrator",
"module": "CRM",
"name": "First Response Time for Opportunity",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Opportunity",
"report_name": "First Response Time for Opportunity",
"report_type": "Script Report",
"roles": [
{
"role": "Sales User"
},
{
"role": "Sales Manager"
}
]
}

35
erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.py Normal file
View File

@ -0,0 +1,35 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
def execute(filters=None):
columns = [
{
'fieldname': 'creation_date',
'label': 'Date',
'fieldtype': 'Date',
'width': 300
},
{
'fieldname': 'first_response_time',
'fieldtype': 'Duration',
'label': 'First Response Time',
'width': 300
},
]
data = frappe.db.sql('''
SELECT
date(creation) as creation_date,
avg(first_response_time) as avg_response_time
FROM tabOpportunity
WHERE
date(creation) between %s and %s
and first_response_time > 0
GROUP BY creation_date
ORDER BY creation_date desc
''', (filters.from_date, filters.to_date))
return columns, data

26
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.json
View File

@ -1,26 +0,0 @@
{
"add_total_row": 0,
"apply_user_permissions": 0,
"creation": "2016-06-17 11:28:25.867258",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 2,
"is_standard": "Yes",
"modified": "2017-02-24 20:06:08.801109",
"modified_by": "Administrator",
"module": "CRM",
"name": "Minutes to First Response for Opportunity",
"owner": "Administrator",
"ref_doctype": "Opportunity",
"report_name": "Minutes to First Response for Opportunity",
"report_type": "Script Report",
"roles": [
{
"role": "Sales User"
},
{
"role": "Sales Manager"
}
]
}

28
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.py
View File

@ -1,28 +0,0 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
def execute(filters=None):
columns = [
{
'fieldname': 'creation_date',
'label': 'Date',
'fieldtype': 'Date'
},
{
'fieldname': 'mins',
'fieldtype': 'Float',
'label': 'Mins to First Response'
},
]
data = frappe.db.sql('''select date(creation) as creation_date,
avg(mins_to_first_response) as mins
from tabOpportunity
where date(creation) between %s and %s
and mins_to_first_response > 0
group by creation_date order by creation_date desc''', (filters.from_date, filters.to_date))
return columns, data

103
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
View File

@ -2,81 +2,90 @@
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
from frappe import _
from frappe.utils.password import get_decrypted_password
from plaid import Client
from plaid.errors import APIError, ItemError
import plaid
import requests
from plaid.errors import APIError, ItemError, InvalidRequestError
import frappe
import requests
from frappe import _
class PlaidConnector():
def __init__(self, access_token=None):
plaid_settings = frappe.get_single("Plaid Settings")
self.config = {
"plaid_client_id": plaid_settings.plaid_client_id,
"plaid_secret": get_decrypted_password("Plaid Settings", "Plaid Settings", 'plaid_secret'),
"plaid_public_key": plaid_settings.plaid_public_key,
"plaid_env": plaid_settings.plaid_env
}
self.client = Client(client_id=self.config.get("plaid_client_id"),
secret=self.config.get("plaid_secret"),
public_key=self.config.get("plaid_public_key"),
environment=self.config.get("plaid_env")
)
self.access_token = access_token
self.settings = frappe.get_single("Plaid Settings")
self.products = ["auth", "transactions"]
self.client_name = frappe.local.site
self.client = plaid.Client(
client_id=self.settings.plaid_client_id,
secret=self.settings.get_password("plaid_secret"),
environment=self.settings.plaid_env,
api_version="2019-05-29"
)
def get_access_token(self, public_token):
if public_token is None:
frappe.log_error(_("Public token is missing for this bank"), _("Plaid public token error"))
response = self.client.Item.public_token.exchange(public_token)
access_token = response['access_token']
access_token = response["access_token"]
return access_token
def get_link_token(self):
token_request = {
"client_name": self.client_name,
"client_id": self.settings.plaid_client_id,
"secret": self.settings.plaid_secret,
"products": self.products,
# only allow Plaid-supported languages and countries (LAST: Sep-19-2020)
"language": frappe.local.lang if frappe.local.lang in ["en", "fr", "es", "nl"] else "en",
"country_codes": ["US", "CA", "FR", "IE", "NL", "ES", "GB"],
"user": {
"client_user_id": frappe.generate_hash(frappe.session.user, length=32)
}
}
try:
response = self.client.LinkToken.create(token_request)
except InvalidRequestError:
frappe.log_error(frappe.get_traceback(), _("Plaid invalid request error"))
frappe.msgprint(_("Please check your Plaid client ID and secret values"))
except APIError as e:
frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
frappe.throw(_(str(e)), title=_("Authentication Failed"))
else:
return response["link_token"]
def auth(self):
try:
self.client.Auth.get(self.access_token)
print("Authentication successful.....")
except ItemError as e:
if e.code == 'ITEM_LOGIN_REQUIRED':
pass
else:
if e.code == "ITEM_LOGIN_REQUIRED":
pass
except APIError as e:
if e.code == 'PLANNED_MAINTENANCE':
pass
else:
if e.code == "PLANNED_MAINTENANCE":
pass
except requests.Timeout:
pass
except Exception as e:
print(e)
frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
frappe.msgprint({"title": _("Authentication Failed"), "message":e, "raise_exception":1, "indicator":'red'})
frappe.throw(_(str(e)), title=_("Authentication Failed"))
def get_transactions(self, start_date, end_date, account_id=None):
self.auth()
kwargs = dict(
access_token=self.access_token,
start_date=start_date,
end_date=end_date
)
if account_id:
kwargs.update(dict(account_ids=[account_id]))
try:
self.auth()
if account_id:
account_ids = [account_id]
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, account_ids=account_ids)
else:
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date)
transactions = response['transactions']
while len(transactions) < response['total_transactions']:
response = self.client.Transactions.get(**kwargs)
transactions = response["transactions"]
while len(transactions) < response["total_transactions"]:
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, offset=len(transactions))
transactions.extend(response['transactions'])
transactions.extend(response["transactions"])
return transactions
except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))

57
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
View File

@ -4,14 +4,14 @@
frappe.provide("erpnext.integrations");
frappe.ui.form.on('Plaid Settings', {
enabled: function(frm) {
enabled: function (frm) {
frm.toggle_reqd('plaid_client_id', frm.doc.enabled);
frm.toggle_reqd('plaid_secret', frm.doc.enabled);
frm.toggle_reqd('plaid_public_key', frm.doc.enabled);
frm.toggle_reqd('plaid_env', frm.doc.enabled);
},
refresh: function(frm) {
if(frm.doc.enabled) {
refresh: function (frm) {
if (frm.doc.enabled) {
frm.add_custom_button('Link a new bank account', () => {
new erpnext.integrations.plaidLink(frm);
});
@ -22,17 +22,16 @@ frappe.ui.form.on('Plaid Settings', {
erpnext.integrations.plaidLink = class plaidLink {
constructor(parent) {
this.frm = parent;
this.product = ["transactions", "auth"];
this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
this.init_config();
}
init_config() {
const me = this;
me.plaid_env = me.frm.doc.plaid_env;
me.plaid_public_key = me.frm.doc.plaid_public_key;
me.client_name = frappe.boot.sitename;
me.init_plaid();
async init_config() {
this.product = ["auth", "transactions"];
this.plaid_env = this.frm.doc.plaid_env;
this.client_name = frappe.boot.sitename;
this.token = await this.frm.call("get_link_token").then(resp => resp.message);
this.init_plaid();
}
init_plaid() {
@ -69,17 +68,17 @@ erpnext.integrations.plaidLink = class plaidLink {
}
onScriptLoaded(me) {
me.linkHandler = window.Plaid.create({
me.linkHandler = Plaid.create({
clientName: me.client_name,
product: me.product,
env: me.plaid_env,
key: me.plaid_public_key,
onSuccess: me.plaid_success,
product: me.product
token: me.token,
onSuccess: me.plaid_success
});
}
onScriptError(error) {
frappe.msgprint('There was an issue loading the link-initialize.js script');
frappe.msgprint("There was an issue connecting to Plaid's authentication server");
frappe.msgprint(error);
}
@ -87,21 +86,25 @@ erpnext.integrations.plaidLink = class plaidLink {
const me = this;
frappe.prompt({
fieldtype:"Link",
fieldtype: "Link",
options: "Company",
label:__("Company"),
fieldname:"company",
reqd:1
label: __("Company"),
fieldname: "company",
reqd: 1
}, (data) => {
me.company = data.company;
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {token: token, response: response})
.then((result) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {response: response,
bank: result, company: me.company});
})
.then(() => {
frappe.show_alert({message:__("Bank accounts added"), indicator:'green'});
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {
token: token,
response: response
}).then((result) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {
response: response,
bank: result,
company: me.company
});
}).then(() => {
frappe.show_alert({ message: __("Bank accounts added"), indicator: 'green' });
});
}, __("Select a company"), __("Continue"));
}
};

11
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
View File

@ -1,5 +1,4 @@
{
"actions": [],
"creation": "2018-10-25 10:02:48.656165",
"doctype": "DocType",
"editable_grid": 1,
@ -12,7 +11,6 @@
"plaid_client_id",
"plaid_secret",
"column_break_7",
"plaid_public_key",
"plaid_env"
],
"fields": [
@ -41,12 +39,6 @@
"in_list_view": 1,
"label": "Plaid Secret"
},
{
"fieldname": "plaid_public_key",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Plaid Public Key"
},
{
"fieldname": "plaid_env",
"fieldtype": "Select",
@ -69,8 +61,7 @@
}
],
"issingle": 1,
"links": [],
"modified": "2020-02-07 15:21:11.616231",
"modified": "2020-09-12 02:31:44.542385",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Plaid Settings",

50
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@ -2,30 +2,36 @@
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
import json
from frappe import _
from frappe.model.document import Document
import frappe
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_connector import PlaidConnector
from frappe.utils import getdate, formatdate, today, add_months
from frappe import _
from frappe.desk.doctype.tag.tag import add_tag
from frappe.model.document import Document
from frappe.utils import add_months, formatdate, getdate, today
class PlaidSettings(Document):
pass
@staticmethod
def get_link_token():
plaid = PlaidConnector()
return plaid.get_link_token()
@frappe.whitelist()
def plaid_configuration():
def get_plaid_configuration():
if frappe.db.get_single_value("Plaid Settings", "enabled"):
plaid_settings = frappe.get_single("Plaid Settings")
return {
"plaid_public_key": plaid_settings.plaid_public_key,
"plaid_env": plaid_settings.plaid_env,
"link_token": plaid_settings.get_link_token(),
"client_name": frappe.local.site
}
else:
return "disabled"
return "disabled"
@frappe.whitelist()
def add_institution(token, response):
@ -33,6 +39,7 @@ def add_institution(token, response):
plaid = PlaidConnector()
access_token = plaid.get_access_token(token)
bank = None
if not frappe.db.exists("Bank", response["institution"]["name"]):
try:
@ -44,7 +51,6 @@ def add_institution(token, response):
bank.insert()
except Exception:
frappe.throw(frappe.get_traceback())
else:
bank = frappe.get_doc("Bank", response["institution"]["name"])
bank.plaid_access_token = access_token
@ -52,6 +58,7 @@ def add_institution(token, response):
return bank
@frappe.whitelist()
def add_bank_accounts(response, bank, company):
try:
@ -92,9 +99,8 @@ def add_bank_accounts(response, bank, company):
new_account.insert()
result.append(new_account.name)
except frappe.UniqueValidationError:
frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(new_account.account_name))
frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(account["name"]))
except Exception:
frappe.throw(frappe.get_traceback())
@ -103,6 +109,7 @@ def add_bank_accounts(response, bank, company):
return result
def add_account_type(account_type):
try:
frappe.get_doc({
@ -122,10 +129,11 @@ def add_account_subtype(account_subtype):
except Exception:
frappe.throw(frappe.get_traceback())
@frappe.whitelist()
def sync_transactions(bank, bank_account):
'''Sync transactions based on the last integration date as the start date, after the sync is completed
add the transaction date of the oldest transaction as the last integration date'''
"""Sync transactions based on the last integration date as the start date, after sync is completed
add the transaction date of the oldest transaction as the last integration date."""
last_transaction_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
if last_transaction_date:
start_date = formatdate(last_transaction_date, "YYYY-MM-dd")
@ -147,10 +155,10 @@ def sync_transactions(bank, bank_account):
len(result), bank_account, start_date, end_date))
frappe.db.set_value("Bank Account", bank_account, "last_integration_date", last_transaction_date)
except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
access_token = None
@ -168,6 +176,7 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
return transactions
def new_bank_transaction(transaction):
result = []
@ -182,8 +191,8 @@ def new_bank_transaction(transaction):
status = "Pending" if transaction["pending"] == "True" else "Settled"
tags = []
try:
tags = []
tags += transaction["category"]
tags += ["Plaid Cat. {}".format(transaction["category_id"])]
except KeyError:
@ -216,6 +225,7 @@ def new_bank_transaction(transaction):
return result
def automatic_synchronization():
settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
@ -223,4 +233,8 @@ def automatic_synchronization():
plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
for plaid_account in plaid_accounts:
frappe.enqueue("erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions", bank=plaid_account.bank, bank_account=plaid_account.name)
frappe.enqueue(
"erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
bank=plaid_account.bank,
bank_account=plaid_account.name
)

21
erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py
View File

@ -1,14 +1,17 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import unittest
import frappe
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import plaid_configuration, add_account_type, add_account_subtype, new_bank_transaction, add_bank_accounts
import json
from frappe.utils.response import json_handler
import unittest
import frappe
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import (
add_account_subtype, add_account_type, add_bank_accounts,
new_bank_transaction, get_plaid_configuration)
from frappe.utils.response import json_handler
class TestPlaidSettings(unittest.TestCase):
def setUp(self):
@ -31,7 +34,7 @@ class TestPlaidSettings(unittest.TestCase):
def test_plaid_disabled(self):
frappe.db.set_value("Plaid Settings", None, "enabled", 0)
self.assertTrue(plaid_configuration() == "disabled")
self.assertTrue(get_plaid_configuration() == "disabled")
def test_add_account_type(self):
add_account_type("brokerage")
@ -64,7 +67,7 @@ class TestPlaidSettings(unittest.TestCase):
'mask': '0000',
'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
'name': 'Plaid Checking'
}],
}],
'institution': {
'institution_id': 'ins_6',
'name': 'Citi'
@ -100,7 +103,7 @@ class TestPlaidSettings(unittest.TestCase):
'mask': '0000',
'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
'name': 'Plaid Checking'
}],
}],
'institution': {
'institution_id': 'ins_6',
'name': 'Citi'
@ -152,4 +155,4 @@ class TestPlaidSettings(unittest.TestCase):
new_bank_transaction(transactions)
self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)
self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)

4
erpnext/erpnext_integrations/doctype/shopify_settings/shopify_settings.json
View File

@ -258,8 +258,8 @@
}
],
"issingle": 1,
"modified": "2020-05-28 12:32:11.384757",
"modified_by": "umair@erpnext.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Shopify Settings",
"owner": "Administrator",

4
erpnext/healthcare/doctype/healthcare_schedule_time_slot/healthcare_schedule_time_slot.json
View File

@ -117,12 +117,12 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2018-05-08 13:45:57.226530",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Healthcare Schedule Time Slot",
"name_case": "",
"owner": "rmehta@gmail.com",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,

4
erpnext/healthcare/doctype/practitioner_schedule/practitioner_schedule.json
View File

@ -44,11 +44,11 @@
}
],
"links": [],
"modified": "2020-01-31 12:21:45.975488",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Practitioner Schedule",
"owner": "rmehta@gmail.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

5
erpnext/hooks.py
View File

@ -282,6 +282,11 @@ auto_cancel_exempted_doctypes= [
]
scheduler_events = {
"cron": {
"0/30 * * * *": [
"erpnext.utilities.doctype.video.video.update_youtube_data",
]
},
"all": [
"erpnext.projects.doctype.project.project.project_status_update_reminder",
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.send_appointment_reminder",

4
erpnext/hr/doctype/appraisal/appraisal.json
View File

@ -696,11 +696,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2019-01-30 11:28:08.401459",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Appraisal",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

4
erpnext/hr/doctype/appraisal_goal/appraisal_goal.json
View File

@ -207,11 +207,11 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-07-11 03:27:57.897071",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "HR",
"name": "Appraisal Goal",
"owner": "ashwini@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,

4
erpnext/hr/doctype/appraisal_template/appraisal_template.json
View File

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4
erpnext/hr/doctype/appraisal_template_goal/appraisal_template_goal.json
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4
erpnext/hr/doctype/attendance/attendance.json
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@ -205,11 +205,11 @@
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4
erpnext/hr/doctype/expense_claim/expense_claim.json
View File

@ -371,12 +371,12 @@
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4
erpnext/hr/doctype/expense_claim_detail/expense_claim_detail.json
View File

@ -120,11 +120,11 @@
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4
erpnext/hr/doctype/expense_claim_type/expense_claim_type.json
View File

@ -48,11 +48,11 @@
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4
erpnext/hr/doctype/upload_attendance/upload_attendance.json
View File

@ -229,11 +229,11 @@
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4
erpnext/hub_node/data_migration_mapping/company_to_hub_company/company_to_hub_company.json
View File

@ -40,8 +40,8 @@
"mapping_name": "Company to Hub Company",
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6
erpnext/hub_node/data_migration_mapping/hub_message_to_lead/hub_message_to_lead.json
View File

@ -21,10 +21,10 @@
"mapping_name": "Hub Message to Lead",
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"remote_objectname": "Hub Message",
"remote_primary_key": "name"

4
erpnext/hub_node/doctype/hub_user/hub_user.json
View File

@ -121,8 +121,8 @@
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4
erpnext/hub_node/doctype/hub_users/hub_users.json
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4
erpnext/hub_node/doctype/marketplace_settings/marketplace_settings.json
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2
erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.json
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@ -813,7 +813,7 @@
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4
erpnext/maintenance/doctype/maintenance_visit/maintenance_visit.json
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@ -1001,11 +1001,11 @@
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4
erpnext/maintenance/doctype/maintenance_visit_purpose/maintenance_visit_purpose.json
View File

@ -125,11 +125,11 @@
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407
erpnext/non_profit/doctype/donor/donor.json
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@ -1,336 +1,105 @@
{
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3
erpnext/non_profit/doctype/member/member.json
View File

@ -111,6 +111,7 @@
"options": "Supplier"
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8
erpnext/non_profit/doctype/membership/membership.json
View File

@ -90,9 +90,9 @@
},
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678
erpnext/non_profit/doctype/volunteer/volunteer.json
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"allow_bulk_edit": 0,
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},
"fieldname": "contact_html",
"fieldtype": "HTML",
"label": "Contact HTML"
},
{
"allow_bulk_edit": 0,
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"label": "Availability and Skills",
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},
"fieldname": "volunteer_availability_and_skills_details",
"fieldtype": "Section Break",
"label": "Availability and Skills"
},
{
"allow_bulk_edit": 0,
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"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": "Availability",
"length": 0,
"no_copy": 0,
"options": "\nWeekly\nWeekdays\nWeekends",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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},
"fieldname": "availability",
"fieldtype": "Select",
"label": "Availability",
"options": "\nWeekly\nWeekdays\nWeekends"
},
{
"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"fieldname": "availability_timeslot",
"fieldtype": "Select",
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"in_standard_filter": 0,
"label": "Availability Timeslot",
"length": 0,
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"options": "\nMorning\nAfternoon\nEvening\nAnytime",
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},
"fieldname": "availability_timeslot",
"fieldtype": "Select",
"label": "Availability Timeslot",
"options": "\nMorning\nAfternoon\nEvening\nAnytime"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
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"fieldname": "column_break_12",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
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},
"fieldname": "column_break_12",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
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"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"label": "Volunteer Skills",
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},
"fieldname": "volunteer_skills",
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"label": "Volunteer Skills",
"options": "Volunteer Skill"
},
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"fieldtype": "Section Break",
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},
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},
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"fieldtype": "Long Text",
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"fieldname": "note",
"fieldtype": "Long Text",
"label": "Note"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_field": "image",
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-11-04 03:36:25.776211",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Volunteer",
"name_case": "",
"owner": "Administrator",
],
"image_field": "image",
"links": [],
"modified": "2020-09-16 23:45:15.595952",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Volunteer",
"owner": "Administrator",
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"sort_order": "DESC",
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],
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"sort_field": "modified",
"sort_order": "DESC",
"title_field": "volunteer_name",
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}

3
erpnext/patches.txt
View File

@ -690,6 +690,7 @@ erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation
erpnext.patches.v13_0.update_old_loans
erpnext.patches.v12_0.set_serial_no_status #2020-05-21
erpnext.patches.v12_0.update_price_list_currency_in_bom
execute:frappe.reload_doctype('Dashboard')
execute:frappe.delete_doc_if_exists('Dashboard', 'Accounts')
erpnext.patches.v13_0.update_actual_start_and_end_date_in_wo
erpnext.patches.v13_0.set_company_field_in_healthcare_doctypes #2020-05-25
@ -725,4 +726,6 @@ erpnext.patches.v12_0.rename_lost_reason_detail
erpnext.patches.v13_0.drop_razorpay_payload_column
erpnext.patches.v13_0.update_start_end_date_for_old_shift_assignment
erpnext.patches.v13_0.setting_custom_roles_for_some_regional_reports
erpnext.patches.v13_0.rename_issue_doctype_fields
erpnext.patches.v13_0.change_default_pos_print_format
erpnext.patches.v13_0.set_youtube_video_id

5
erpnext/patches/v12_0/move_plaid_settings_to_doctype.py
View File

@ -4,17 +4,16 @@
from __future__ import unicode_literals
import frappe
def execute():
frappe.reload_doc("erpnext_integrations", "doctype", "plaid_settings")
plaid_settings = frappe.get_single("Plaid Settings")
if plaid_settings.enabled:
if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env \
and frappe.conf.plaid_public_key and frappe.conf.plaid_secret):
if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env and frappe.conf.plaid_secret):
plaid_settings.enabled = 0
else:
plaid_settings.update({
"plaid_client_id": frappe.conf.plaid_client_id,
"plaid_public_key": frappe.conf.plaid_public_key,
"plaid_env": frappe.conf.plaid_env,
"plaid_secret": frappe.conf.plaid_secret
})

65
erpnext/patches/v13_0/rename_issue_doctype_fields.py Normal file
View File

@ -0,0 +1,65 @@
# Copyright (c) 2020, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.utils.rename_field import rename_field
def execute():
if frappe.db.exists('DocType', 'Issue'):
issues = frappe.db.get_all('Issue', fields=['name', 'response_by_variance', 'resolution_by_variance', 'mins_to_first_response'],
order_by='creation desc')
frappe.reload_doc('support', 'doctype', 'issue')
# rename fields
rename_map = {
'agreement_fulfilled': 'agreement_status',
'mins_to_first_response': 'first_response_time'
}
for old, new in rename_map.items():
rename_field('Issue', old, new)
# change fieldtype to duration
count = 0
for entry in issues:
response_by_variance = convert_to_seconds(entry.response_by_variance, 'Hours')
resolution_by_variance = convert_to_seconds(entry.resolution_by_variance, 'Hours')
mins_to_first_response = convert_to_seconds(entry.mins_to_first_response, 'Minutes')
frappe.db.set_value('Issue', entry.name, {
'response_by_variance': response_by_variance,
'resolution_by_variance': resolution_by_variance,
'first_response_time': mins_to_first_response
})
# commit after every 100 updates
count += 1
if count%100 == 0:
frappe.db.commit()
if frappe.db.exists('DocType', 'Opportunity'):
opportunities = frappe.db.get_all('Opportunity', fields=['name', 'mins_to_first_response'], order_by='creation desc')
frappe.reload_doc('crm', 'doctype', 'opportunity')
rename_field('Opportunity', 'mins_to_first_response', 'first_response_time')
# change fieldtype to duration
count = 0
for entry in opportunities:
mins_to_first_response = convert_to_seconds(entry.mins_to_first_response, 'Minutes')
frappe.db.set_value('Opportunity', entry.name, 'first_response_time', mins_to_first_response)
# commit after every 100 updates
count += 1
if count%100 == 0:
frappe.db.commit()
# renamed reports from "Minutes to First Response for Issues" to "First Response Time for Issues". Same for Opportunity
for report in ['Minutes to First Response for Issues', 'Minutes to First Response for Opportunity']:
if frappe.db.exists('Report', report):
frappe.delete_doc('Report', report)
def convert_to_seconds(value, unit):
seconds = 0
if unit == 'Hours':
seconds = value * 3600
if unit == 'Minutes':
seconds = value * 60
return seconds

10
erpnext/patches/v13_0/set_youtube_video_id.py Normal file
View File

@ -0,0 +1,10 @@
from __future__ import unicode_literals
import frappe
from erpnext.utilities.doctype.video.video import get_id_from_url
def execute():
frappe.reload_doc("utilities", "doctype","video")
for video in frappe.get_all("Video", fields=["name", "url", "youtube_video_id"]):
if video.url and not video.youtube_video_id:
frappe.db.set_value("Video", video.name, "youtube_video_id", get_id_from_url(video.url))

4
erpnext/projects/doctype/dependent_task/dependent_task.json
View File

@ -48,8 +48,8 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-10-26 17:37:25.638190",
"modified_by": "rohitw1991@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Projects",
"name": "Dependent Task",
"name_case": "",

4
erpnext/public/js/conf.js
View File

@ -11,7 +11,9 @@ $.extend(frappe.breadcrumbs.preferred, {
"Territory": "Selling",
"Sales Person": "Selling",
"Sales Partner": "Selling",
"Brand": "Stock"
"Brand": "Stock",
"Maintenance Schedule": "Support",
"Maintenance Visit": "Support"
});
$.extend(frappe.breadcrumbs.module_map, {

2
erpnext/public/js/controllers/accounts.js
View File

@ -120,7 +120,7 @@ frappe.ui.form.on('Salary Structure', {
var get_payment_mode_account = function(frm, mode_of_payment, callback) {
if(!frm.doc.company) {
frappe.throw(__("Please select the Company first"));
frappe.throw({message:__("Please select a Company first."), title: __("Mandatory")});
}
if(!mode_of_payment) {

2
erpnext/public/js/controllers/transaction.js
View File

@ -417,7 +417,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({
var taxes_and_charges_field = frappe.meta.get_docfield(me.frm.doc.doctype, "taxes_and_charges",
me.frm.doc.name);
if (!this.frm.doc.taxes_and_charges && this.frm.doc.taxes) {
if (!this.frm.doc.taxes_and_charges && this.frm.doc.taxes && this.frm.doc.taxes.length > 0) {
return;
}

6
erpnext/public/js/utils/party.js
View File

@ -224,6 +224,10 @@ erpnext.utils.set_taxes = function(frm, triggered_from_field) {
party = frm.doc.party_name;
}
if (!frm.doc.company) {
frappe.throw(__("Kindly select the company first"));
}
frappe.call({
method: "erpnext.accounts.party.set_taxes",
args: {
@ -292,4 +296,4 @@ erpnext.utils.get_shipping_address = function(frm, callback){
} else {
frappe.msgprint(__("Select company first"));
}
}
}

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

@ -49,11 +49,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2016-07-25 05:24:25.881361",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Selling",
"name": "Industry Type",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 0,

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

@ -238,8 +238,8 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2017-10-18 14:23:06.538568",
"modified_by": "tundebabzy@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Selling",
"name": "Product Bundle",
"owner": "Administrator",

16
erpnext/selling/page/point_of_sale/pos_payment.js
View File

@ -70,13 +70,23 @@ erpnext.PointOfSale.Payment = class {
this.$invoice_fields.append(
`<div class="invoice_detail_field ${df.fieldname}-field" data-fieldname="${df.fieldname}"></div>`
);
let df_events = {
onchange: function() { frm.set_value(this.df.fieldname, this.value); }
}
if (df.fieldtype == "Button") {
df_events = {
click: function() {
if (frm.script_manager.has_handlers(df.fieldname, frm.doc.doctype)) {
frm.script_manager.trigger(df.fieldname, frm.doc.doctype, frm.doc.docname);
}
}
}
}
this[`${df.fieldname}_field`] = frappe.ui.form.make_control({
df: {
...df,
onchange: function() {
frm.set_value(this.df.fieldname, this.value);
}
...df_events
},
parent: this.$invoice_fields.find(`.${df.fieldname}-field`),
render_input: true,

2
erpnext/selling/report/item_wise_sales_history/item_wise_sales_history.py
View File

@ -188,7 +188,7 @@ def get_conditions(filters):
conditions += "AND so.transaction_date <= '%s'" %filters.to_date
if filters.get("item_code"):
conditions += "AND so_item.item_code = '%s'" %frappe.db.escape(filters.item_code)
conditions += "AND so_item.item_code = %s" %frappe.db.escape(filters.item_code)
if filters.get("customer"):
conditions += "AND so.customer = %s" %frappe.db.escape(filters.customer)

2
erpnext/selling/report/sales_analytics/sales_analytics.js
View File

@ -8,7 +8,7 @@ frappe.query_reports["Sales Analytics"] = {
fieldname: "tree_type",
label: __("Tree Type"),
fieldtype: "Select",
options: ["Customer Group","Customer","Item Group","Item","Territory","Order Type"],
options: ["Customer Group", "Customer", "Item Group", "Item", "Territory", "Order Type", "Project"],
default: "Customer",
reqd: 1
},

26
erpnext/selling/report/sales_analytics/sales_analytics.py
View File

@ -34,7 +34,7 @@ class Analytics(object):
def get_columns(self):
self.columns = [{
"label": _(self.filters.tree_type + " ID"),
"label": _(self.filters.tree_type),
"options": self.filters.tree_type if self.filters.tree_type != "Order Type" else "",
"fieldname": "entity",
"fieldtype": "Link" if self.filters.tree_type != "Order Type" else "Data",
@ -97,6 +97,10 @@ class Analytics(object):
self.get_sales_transactions_based_on_order_type()
self.get_rows_by_group()
elif self.filters.tree_type == "Project":
self.get_sales_transactions_based_on_project()
self.get_rows()
def get_sales_transactions_based_on_order_type(self):
if self.filters["value_quantity"] == 'Value':
value_field = "base_net_total"
@ -198,6 +202,24 @@ class Analytics(object):
self.get_groups()
def get_sales_transactions_based_on_project(self):
if self.filters["value_quantity"] == 'Value':
value_field = "base_net_total as value_field"
else:
value_field = "total_qty as value_field"
entity = "project as entity"
self.entries = frappe.get_all(self.filters.doc_type,
fields=[entity, value_field, self.date_field],
filters={
"docstatus": 1,
"company": self.filters.company,
"project": ["!=", ""],
self.date_field: ('between', [self.filters.from_date, self.filters.to_date])
}
)
def get_rows(self):
self.data = []
self.get_periodic_data()
@ -205,7 +227,7 @@ class Analytics(object):
for entity, period_data in iteritems(self.entity_periodic_data):
row = {
"entity": entity,
"entity_name": self.entity_names.get(entity)
"entity_name": self.entity_names.get(entity) if hasattr(self, 'entity_names') else None
}
total = 0
for end_date in self.periodic_daterange:

4
erpnext/stock/doctype/batch/batch.json
View File

@ -166,11 +166,11 @@
"idx": 1,
"image_field": "image",
"max_attachments": 5,
"modified": "2019-10-03 22:38:45.104056",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Stock",
"name": "Batch",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

6
erpnext/stock/doctype/item/item.js
View File

@ -26,19 +26,19 @@ frappe.ui.form.on("Item", {
refresh: function(frm) {
if (frm.doc.is_stock_item) {
frm.add_custom_button(__("Balance"), function() {
frm.add_custom_button(__("Stock Balance"), function() {
frappe.route_options = {
"item_code": frm.doc.name
}
frappe.set_route("query-report", "Stock Balance");
}, __("View"));
frm.add_custom_button(__("Ledger"), function() {
frm.add_custom_button(__("Stock Ledger"), function() {
frappe.route_options = {
"item_code": frm.doc.name
}
frappe.set_route("query-report", "Stock Ledger");
}, __("View"));
frm.add_custom_button(__("Projected"), function() {
frm.add_custom_button(__("Stock Projected Qty"), function() {
frappe.route_options = {
"item_code": frm.doc.name
}

4
erpnext/stock/doctype/landed_cost_item/landed_cost_item.json
View File

@ -133,11 +133,11 @@
],
"idx": 1,
"istable": 1,
"modified": "2019-11-12 15:41:21.053462",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Stock",
"name": "Landed Cost Item",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"

4
erpnext/stock/doctype/landed_cost_purchase_receipt/landed_cost_purchase_receipt.json
View File

@ -173,11 +173,11 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-07-20 10:49:34.228751",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Stock",
"name": "Landed Cost Purchase Receipt",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,

3
erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
View File

@ -494,8 +494,7 @@ class TestPurchaseReceipt(unittest.TestCase):
"expected_value_after_useful_life": 10,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 1,
"depreciation_start_date": frappe.utils.nowdate()
"frequency_of_depreciation": 1
})
asset.submit()

18
erpnext/stock/doctype/stock_entry/stock_entry.js
View File

@ -23,6 +23,24 @@ frappe.ui.form.on('Stock Entry', {
}
});
frm.set_query('source_warehouse_address', function() {
return {
filters: {
link_doctype: 'Warehouse',
link_name: frm.doc.from_warehouse
}
}
});
frm.set_query('target_warehouse_address', function() {
return {
filters: {
link_doctype: 'Warehouse',
link_name: frm.doc.to_warehouse
}
}
});
frappe.db.get_value('Stock Settings', {name: 'Stock Settings'}, 'sample_retention_warehouse', (r) => {
if (r.sample_retention_warehouse) {
var filters = [

4
erpnext/stock/report/batch_wise_balance_history/batch_wise_balance_history.js
View File

@ -9,13 +9,15 @@ frappe.query_reports["Batch-Wise Balance History"] = {
"fieldtype": "Date",
"width": "80",
"default": frappe.sys_defaults.year_start_date,
"reqd": 1
},
{
"fieldname":"to_date",
"label": __("To Date"),
"fieldtype": "Date",
"width": "80",
"default": frappe.datetime.get_today()
"default": frappe.datetime.get_today(),
"reqd": 1
},
{
"fieldname": "item",

3
erpnext/stock/report/batch_wise_balance_history/batch_wise_balance_history.py
View File

@ -11,6 +11,9 @@ from frappe.utils import cint, flt, getdate
def execute(filters=None):
if not filters: filters = {}
if filters.from_date > filters.to_date:
frappe.throw(_("From Date must be before To Date"))
float_precision = cint(frappe.db.get_default("float_precision")) or 3
columns = get_columns(filters)

4
erpnext/support/desk_page/support/support.json
View File

@ -28,7 +28,7 @@
{
"hidden": 0,
"label": "Reports",
"links": "[\n {\n \"dependencies\": [\n \"Issue\"\n ],\n \"doctype\": \"Issue\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Issues\",\n \"name\": \"Minutes to First Response for Issues\",\n \"type\": \"report\"\n }\n]"
"links": "[\n {\n \"dependencies\": [\n \"Issue\"\n ],\n \"doctype\": \"Issue\",\n \"is_query_report\": true,\n \"label\": \"First Response Time for Issues\",\n \"name\": \"First Response Time for Issues\",\n \"type\": \"report\"\n }\n]"
}
],
"category": "Modules",
@ -43,7 +43,7 @@
"idx": 0,
"is_standard": 1,
"label": "Support",
"modified": "2020-06-04 11:54:56.124219",
"modified": "2020-08-11 15:49:34.307341",
"modified_by": "Administrator",
"module": "Support",
"name": "Support",

30
erpnext/support/doctype/issue/issue.js
View File

@ -2,10 +2,14 @@ frappe.ui.form.on("Issue", {
onload: function(frm) {
frm.email_field = "raised_by";
frappe.db.get_value("Support Settings", {name: "Support Settings"}, "allow_resetting_service_level_agreement", (r) => {
if (!r.allow_resetting_service_level_agreement) {
frm.set_df_property("reset_service_level_agreement", "hidden", 1) ;
}
frappe.db.get_value("Support Settings", {name: "Support Settings"},
["allow_resetting_service_level_agreement", "track_service_level_agreement"], (r) => {
if (r && r.track_service_level_agreement == "0") {
frm.set_df_property("service_level_section", "hidden", 1);
}
if (r && r.allow_resetting_service_level_agreement == "0") {
frm.set_df_property("reset_service_level_agreement", "hidden", 1);
}
});
if (frm.doc.service_level_agreement) {
@ -38,7 +42,7 @@ frappe.ui.form.on("Issue", {
},
refresh: function (frm) {
if (frm.doc.status !== "Closed" && frm.doc.agreement_fulfilled === "Ongoing") {
if (frm.doc.status !== "Closed" && frm.doc.agreement_status === "Ongoing") {
if (frm.doc.service_level_agreement) {
frappe.call({
'method': 'frappe.client.get',
@ -85,14 +89,14 @@ frappe.ui.form.on("Issue", {
if (frm.doc.service_level_agreement) {
frm.dashboard.clear_headline();
let agreement_fulfilled = (frm.doc.agreement_fulfilled == "Fulfilled") ?
let agreement_status = (frm.doc.agreement_status == "Fulfilled") ?
{"indicator": "green", "msg": "Service Level Agreement has been fulfilled"} :
{"indicator": "red", "msg": "Service Level Agreement Failed"};
frm.dashboard.set_headline_alert(
'<div class="row">' +
'<div class="col-xs-12">' +
'<span class="indicator whitespace-nowrap '+ agreement_fulfilled.indicator +'"><span class="hidden-xs">'+ agreement_fulfilled.msg +'</span></span> ' +
'<span class="indicator whitespace-nowrap '+ agreement_status.indicator +'"><span class="hidden-xs">'+ agreement_status.msg +'</span></span> ' +
'</div>' +
'</div>'
);
@ -198,13 +202,13 @@ function set_time_to_resolve_and_response(frm) {
frm.dashboard.clear_headline();
var time_to_respond = get_status(frm.doc.response_by_variance);
if (!frm.doc.first_responded_on && frm.doc.agreement_fulfilled === "Ongoing") {
time_to_respond = get_time_left(frm.doc.response_by, frm.doc.agreement_fulfilled);
if (!frm.doc.first_responded_on && frm.doc.agreement_status === "Ongoing") {
time_to_respond = get_time_left(frm.doc.response_by, frm.doc.agreement_status);
}
var time_to_resolve = get_status(frm.doc.resolution_by_variance);
if (!frm.doc.resolution_date && frm.doc.agreement_fulfilled === "Ongoing") {
time_to_resolve = get_time_left(frm.doc.resolution_by, frm.doc.agreement_fulfilled);
if (!frm.doc.resolution_date && frm.doc.agreement_status === "Ongoing") {
time_to_resolve = get_time_left(frm.doc.resolution_by, frm.doc.agreement_status);
}
frm.dashboard.set_headline_alert(
@ -219,10 +223,10 @@ function set_time_to_resolve_and_response(frm) {
);
}
function get_time_left(timestamp, agreement_fulfilled) {
function get_time_left(timestamp, agreement_status) {
const diff = moment(timestamp).diff(moment());
const diff_display = diff >= 44500 ? moment.duration(diff).humanize() : "Failed";
let indicator = (diff_display == 'Failed' && agreement_fulfilled != "Fulfilled") ? "red" : "green";
let indicator = (diff_display == 'Failed' && agreement_status != "Fulfilled") ? "red" : "green";
return {"diff_display": diff_display, "indicator": indicator};
}

73
erpnext/support/doctype/issue/issue.json
View File

@ -27,17 +27,25 @@
"response_by_variance",
"reset_service_level_agreement",
"cb",
"agreement_fulfilled",
"agreement_status",
"resolution_by",
"resolution_by_variance",
"service_level_agreement_creation",
"on_hold_since",
"total_hold_time",
"response",
"mins_to_first_response",
"first_response_time",
"first_responded_on",
"column_break_26",
"avg_response_time",
"section_break_19",
"resolution_details",
"column_break1",
"opening_date",
"opening_time",
"resolution_date",
"resolution_time",
"user_resolution_time",
"additional_info",
"lead",
"contact",
@ -46,23 +54,14 @@
"customer_name",
"project",
"company",
"section_break_19",
"resolution_details",
"column_break1",
"opening_date",
"opening_time",
"resolution_date",
"content_type",
"attachment",
"via_customer_portal",
"resolution_time",
"user_resolution_time"
"attachment",
"content_type"
],
"fields": [
{
"fieldname": "subject_section",
"fieldtype": "Section Break",
"label": "Subject",
"options": "fa fa-flag"
},
{
@ -158,7 +157,7 @@
"collapsible": 1,
"fieldname": "service_level_section",
"fieldtype": "Section Break",
"label": "Service Level"
"label": "Service Level Agreement Details"
},
{
"fieldname": "service_level_agreement",
@ -191,14 +190,7 @@
"collapsible": 1,
"fieldname": "response",
"fieldtype": "Section Break",
"label": "Response"
},
{
"bold": 1,
"fieldname": "mins_to_first_response",
"fieldtype": "Float",
"label": "Mins to First Response",
"read_only": 1
"label": "Response Details"
},
{
"fieldname": "first_responded_on",
@ -261,7 +253,7 @@
"collapsible": 1,
"fieldname": "section_break_19",
"fieldtype": "Section Break",
"label": "Resolution"
"label": "Resolution Details"
},
{
"depends_on": "eval:!doc.__islocal",
@ -326,28 +318,19 @@
"fieldtype": "Check",
"label": "Via Customer Portal"
},
{
"default": "Ongoing",
"depends_on": "eval: doc.service_level_agreement",
"fieldname": "agreement_fulfilled",
"fieldtype": "Select",
"label": "Service Level Agreement Fulfilled",
"options": "Ongoing\nFulfilled\nFailed",
"read_only": 1
},
{
"depends_on": "eval: doc.service_level_agreement && doc.status != 'Replied';",
"description": "in hours",
"fieldname": "response_by_variance",
"fieldtype": "Float",
"fieldtype": "Duration",
"hide_seconds": 1,
"label": "Response By Variance",
"read_only": 1
},
{
"depends_on": "eval: doc.service_level_agreement && doc.status != 'Replied';",
"description": "in hours",
"fieldname": "resolution_by_variance",
"fieldtype": "Float",
"fieldtype": "Duration",
"hide_seconds": 1,
"label": "Resolution By Variance",
"read_only": 1
},
@ -406,12 +389,28 @@
"fieldtype": "Duration",
"label": "Total Hold Time",
"read_only": 1
},
{
"default": "Ongoing",
"depends_on": "eval: doc.service_level_agreement",
"fieldname": "agreement_status",
"fieldtype": "Select",
"label": "Service Level Agreement Status",
"options": "Ongoing\nFulfilled\nFailed",
"read_only": 1
},
{
"bold": 1,
"fieldname": "first_response_time",
"fieldtype": "Duration",
"label": "First Response Time",
"read_only": 1
}
],
"icon": "fa fa-ticket",
"idx": 7,
"links": [],
"modified": "2020-06-10 12:47:37.146914",
"modified": "2020-08-11 18:49:07.574769",
"modified_by": "Administrator",
"module": "Support",
"name": "Issue",

42
erpnext/support/doctype/issue/issue.py
View File

@ -61,7 +61,7 @@ class Issue(Document):
if self.status in ["Closed", "Resolved"] and status not in ["Resolved", "Closed"]:
self.resolution_date = frappe.flags.current_time or now_datetime()
if frappe.db.get_value("Issue", self.name, "agreement_fulfilled") == "Ongoing":
if frappe.db.get_value("Issue", self.name, "agreement_status") == "Ongoing":
set_service_level_agreement_variance(issue=self.name)
self.update_agreement_status()
set_resolution_time(issue=self)
@ -72,7 +72,7 @@ class Issue(Document):
self.resolution_date = None
self.reset_issue_metrics()
# enable SLA and variance on Reopen
self.agreement_fulfilled = "Ongoing"
self.agreement_status = "Ongoing"
set_service_level_agreement_variance(issue=self.name)
self.handle_hold_time(status)
@ -113,39 +113,39 @@ class Issue(Document):
if not self.first_responded_on:
response_by = get_expected_time_for(parameter="response", service_level=priority, start_date_time=start_date_time)
response_by = add_to_date(response_by, seconds=round(last_hold_time))
response_by_variance = round(time_diff_in_hours(response_by, now_time))
response_by_variance = round(time_diff_in_seconds(response_by, now_time))
update_values['response_by'] = response_by
update_values['response_by_variance'] = response_by_variance + (last_hold_time // 3600)
update_values['response_by_variance'] = response_by_variance + last_hold_time
resolution_by = get_expected_time_for(parameter="resolution", service_level=priority, start_date_time=start_date_time)
resolution_by = add_to_date(resolution_by, seconds=round(last_hold_time))
resolution_by_variance = round(time_diff_in_hours(resolution_by, now_time))
resolution_by_variance = round(time_diff_in_seconds(resolution_by, now_time))
update_values['resolution_by'] = resolution_by
update_values['resolution_by_variance'] = resolution_by_variance + (last_hold_time // 3600)
update_values['resolution_by_variance'] = resolution_by_variance + last_hold_time
update_values['on_hold_since'] = None
self.db_set(update_values)
def update_agreement_status(self):
if self.service_level_agreement and self.agreement_fulfilled == "Ongoing":
if self.service_level_agreement and self.agreement_status == "Ongoing":
if frappe.db.get_value("Issue", self.name, "response_by_variance") < 0 or \
frappe.db.get_value("Issue", self.name, "resolution_by_variance") < 0:
self.agreement_fulfilled = "Failed"
self.agreement_status = "Failed"
else:
self.agreement_fulfilled = "Fulfilled"
self.agreement_status = "Fulfilled"
def update_agreement_fulfilled_on_custom_status(self):
def update_agreement_status_on_custom_status(self):
"""
Update Agreement Fulfilled status using Custom Scripts for Custom Issue Status
"""
if not self.first_responded_on: # first_responded_on set when first reply is sent to customer
self.response_by_variance = round(time_diff_in_hours(self.response_by, now_datetime()), 2)
self.response_by_variance = round(time_diff_in_seconds(self.response_by, now_datetime()), 2)
if not self.resolution_date: # resolution_date set when issue has been closed
self.resolution_by_variance = round(time_diff_in_hours(self.resolution_by, now_datetime()), 2)
self.resolution_by_variance = round(time_diff_in_seconds(self.resolution_by, now_datetime()), 2)
self.agreement_fulfilled = "Fulfilled" if self.response_by_variance > 0 and self.resolution_by_variance > 0 else "Failed"
self.agreement_status = "Fulfilled" if self.response_by_variance > 0 and self.resolution_by_variance > 0 else "Failed"
def create_communication(self):
communication = frappe.new_doc("Communication")
@ -172,7 +172,7 @@ class Issue(Document):
replicated_issue = deepcopy(self)
replicated_issue.subject = subject
replicated_issue.issue_split_from = self.name
replicated_issue.mins_to_first_response = 0
replicated_issue.first_response_time = 0
replicated_issue.first_responded_on = None
replicated_issue.creation = now_datetime()
@ -180,7 +180,7 @@ class Issue(Document):
if replicated_issue.service_level_agreement:
replicated_issue.service_level_agreement_creation = now_datetime()
replicated_issue.service_level_agreement = None
replicated_issue.agreement_fulfilled = "Ongoing"
replicated_issue.agreement_status = "Ongoing"
replicated_issue.response_by = None
replicated_issue.response_by_variance = None
replicated_issue.resolution_by = None
@ -241,8 +241,8 @@ class Issue(Document):
self.response_by = get_expected_time_for(parameter="response", service_level=priority, start_date_time=start_date_time)
self.resolution_by = get_expected_time_for(parameter="resolution", service_level=priority, start_date_time=start_date_time)
self.response_by_variance = round(time_diff_in_hours(self.response_by, now_datetime()))
self.resolution_by_variance = round(time_diff_in_hours(self.resolution_by, now_datetime()))
self.response_by_variance = round(time_diff_in_seconds(self.response_by, now_datetime()))
self.resolution_by_variance = round(time_diff_in_seconds(self.resolution_by, now_datetime()))
def change_service_level_agreement_and_priority(self):
if self.service_level_agreement and frappe.db.exists("Issue", self.name) and \
@ -271,7 +271,7 @@ class Issue(Document):
self.service_level_agreement_creation = now_datetime()
self.set_response_and_resolution_time(priority=self.priority, service_level_agreement=self.service_level_agreement)
self.agreement_fulfilled = "Ongoing"
self.agreement_status = "Ongoing"
self.save()
def reset_issue_metrics(self):
@ -347,7 +347,7 @@ def get_expected_time_for(parameter, service_level, start_date_time):
def set_service_level_agreement_variance(issue=None):
current_time = frappe.flags.current_time or now_datetime()
filters = {"status": "Open", "agreement_fulfilled": "Ongoing"}
filters = {"status": "Open", "agreement_status": "Ongoing"}
if issue:
filters = {"name": issue}
@ -358,13 +358,13 @@ def set_service_level_agreement_variance(issue=None):
variance = round(time_diff_in_hours(doc.response_by, current_time), 2)
frappe.db.set_value(dt="Issue", dn=doc.name, field="response_by_variance", val=variance, update_modified=False)
if variance < 0:
frappe.db.set_value(dt="Issue", dn=doc.name, field="agreement_fulfilled", val="Failed", update_modified=False)
frappe.db.set_value(dt="Issue", dn=doc.name, field="agreement_status", val="Failed", update_modified=False)
if not doc.resolution_date: # resolution_date set when issue has been closed
variance = round(time_diff_in_hours(doc.resolution_by, current_time), 2)
frappe.db.set_value(dt="Issue", dn=doc.name, field="resolution_by_variance", val=variance, update_modified=False)
if variance < 0:
frappe.db.set_value(dt="Issue", dn=doc.name, field="agreement_fulfilled", val="Failed", update_modified=False)
frappe.db.set_value(dt="Issue", dn=doc.name, field="agreement_status", val="Failed", update_modified=False)
def set_resolution_time(issue):

2
erpnext/support/doctype/issue/test_issue.py
View File

@ -73,7 +73,7 @@ class TestIssue(unittest.TestCase):
issue.status = 'Closed'
issue.save()
self.assertEqual(issue.agreement_fulfilled, 'Fulfilled')
self.assertEqual(issue.agreement_status, 'Fulfilled')
def test_issue_metrics(self):
creation = datetime.datetime(2020, 3, 4, 4, 0)

4
erpnext/support/doctype/warranty_claim/warranty_claim.json
View File

@ -361,11 +361,11 @@
],
"icon": "fa fa-bug",
"idx": 1,
"modified": "2019-05-24 10:56:30.626200",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Support",
"name": "Warranty Claim",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

0
erpnext/support/report/minutes_to_first_response_for_issues/__init__.py → erpnext/support/report/first_response_time_for_issues/__init__.py
View File

44
erpnext/support/report/first_response_time_for_issues/first_response_time_for_issues.js Normal file
View File

@ -0,0 +1,44 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["First Response Time for Issues"] = {
"filters": [
{
"fieldname": "from_date",
"label": __("From Date"),
"fieldtype": "Date",
"reqd": 1,
"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
},
{
"fieldname": "to_date",
"label": __("To Date"),
"fieldtype": "Date",
"reqd": 1,
"default":frappe.datetime.nowdate()
}
],
get_chart_data: function(_columns, result) {
return {
data: {
labels: result.map(d => d[0]),
datasets: [{
name: 'First Response Time',
values: result.map(d => d[1])
}]
},
type: "line",
tooltipOptions: {
formatTooltipY: d => {
let duration_options = {
hide_days: 0,
hide_seconds: 0
};
value = frappe.utils.get_formatted_duration(d, duration_options);
return value;
}
}
}
}
};

26
erpnext/support/report/first_response_time_for_issues/first_response_time_for_issues.json Normal file
View File

@ -0,0 +1,26 @@
{
"add_total_row": 0,
"creation": "2020-08-10 18:12:42.391224",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"letter_head": "Test 2",
"modified": "2020-08-10 18:12:42.391224",
"modified_by": "Administrator",
"module": "Support",
"name": "First Response Time for Issues",
"owner": "Administrator",
"prepared_report": 0,
"query": "select date(creation) as creation_date, avg(mins_to_first_response) from tabIssue where creation > '2016-05-01' group by date(creation) order by creation_date;",
"ref_doctype": "Issue",
"report_name": "First Response Time for Issues",
"report_type": "Script Report",
"roles": [
{
"role": "Support Team"
}
]
}

35
erpnext/support/report/first_response_time_for_issues/first_response_time_for_issues.py Normal file
View File

@ -0,0 +1,35 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
def execute(filters=None):
columns = [
{
'fieldname': 'creation_date',
'label': 'Date',
'fieldtype': 'Date',
'width': 300
},
{
'fieldname': 'first_response_time',
'fieldtype': 'Duration',
'label': 'First Response Time',
'width': 300
},
]
data = frappe.db.sql('''
SELECT
date(creation) as creation_date,
avg(first_response_time) as avg_response_time
FROM tabIssue
WHERE
date(creation) between %s and %s
and first_response_time > 0
GROUP BY creation_date
ORDER BY creation_date desc
''', (filters.from_date, filters.to_date))
return columns, data

30
erpnext/support/report/minutes_to_first_response_for_issues/minutes_to_first_response_for_issues.js
View File

@ -1,30 +0,0 @@
frappe.query_reports["Minutes to First Response for Issues"] = {
"filters": [
{
"fieldname":"from_date",
"label": __("From Date"),
"fieldtype": "Date",
'reqd': 1,
"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
},
{
"fieldname":"to_date",
"label": __("To Date"),
"fieldtype": "Date",
'reqd': 1,
"default":frappe.datetime.nowdate()
},
],
get_chart_data: function(columns, result) {
return {
data: {
labels: result.map(d => d[0]),
datasets: [{
name: 'Mins to first response',
values: result.map(d => d[1])
}]
},
type: 'line',
}
}
}

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