feat: created "based on" Item Group to specify a different percentage for each item group

erpnext/setup/doctype/authorization_control/authorization_control.py

@@ -10,7 +10,7 @@ from erpnext.utilities.transaction_base import TransactionBase
 
 
 class AuthorizationControl(TransactionBase):
-	def get_appr_user_role(self, det, doctype_name, total, based_on, condition, item, company):
+	def get_appr_user_role(self, det, doctype_name, total, based_on, condition, master_name, company):
 		amt_list, appr_users, appr_roles = [], [], []
 		users, roles = "", ""
 		if det:
@@ -47,11 +47,11 @@ class AuthorizationControl(TransactionBase):
 				frappe.msgprint(_("Not authroized since {0} exceeds limits").format(_(based_on)))
 				frappe.throw(_("Can be approved by {0}").format(comma_or(appr_roles + appr_users)))
 
-	def validate_auth_rule(self, doctype_name, total, based_on, cond, company, item=""):
+	def validate_auth_rule(self, doctype_name, total, based_on, cond, company, master_name=""):
 		chk = 1
 		add_cond1, add_cond2 = "", ""
-		if based_on == "Itemwise Discount":
+		if based_on in ["Itemwise Discount", "Item Group wise Discount"]:
-			add_cond1 += " and master_name = " + frappe.db.escape(cstr(item))
+			add_cond1 += " and master_name = " + frappe.db.escape(cstr(master_name))
 			itemwise_exists = frappe.db.sql(
 				"""select value from `tabAuthorization Rule`
 				where transaction = %s and value <= %s
@@ -71,11 +71,11 @@ class AuthorizationControl(TransactionBase):
 
 			if itemwise_exists:
 				self.get_appr_user_role(
-					itemwise_exists, doctype_name, total, based_on, cond + add_cond1, item, company
+					itemwise_exists, doctype_name, total, based_on, cond + add_cond1, master_name, company
 				)
 				chk = 0
 		if chk == 1:
-			if based_on == "Itemwise Discount":
+			if based_on in ["Itemwise Discount", "Item Group wise Discount"]:
 				add_cond2 += " and ifnull(master_name,'') = ''"
 
 			appr = frappe.db.sql(
@@ -95,7 +95,7 @@ class AuthorizationControl(TransactionBase):
 					(doctype_name, total, based_on),
 				)
 
-			self.get_appr_user_role(appr, doctype_name, total, based_on, cond + add_cond2, item, company)
+			self.get_appr_user_role(appr, doctype_name, total, based_on, cond + add_cond2, master_name, company)
 
 	def bifurcate_based_on_type(self, doctype_name, total, av_dis, based_on, doc_obj, val, company):
 		add_cond = ""
@@ -123,6 +123,12 @@ class AuthorizationControl(TransactionBase):
 					self.validate_auth_rule(
 						doctype_name, t.discount_percentage, based_on, add_cond, company, t.item_code
 					)
+		elif based_on == "Item Group wise Discount":
+			if doc_obj:
+				for t in doc_obj.get("items"):
+					self.validate_auth_rule(
+						doctype_name, t.discount_percentage, based_on, add_cond, company, t.item_group
+					)
 		else:
 			self.validate_auth_rule(doctype_name, auth_value, based_on, add_cond, company)
 
@@ -148,6 +154,7 @@ class AuthorizationControl(TransactionBase):
 			"Average Discount",
 			"Customerwise Discount",
 			"Itemwise Discount",
+			"Item Group wise Discount",
 		]
 
 		# Check for authorization set for individual user
@@ -166,7 +173,7 @@ class AuthorizationControl(TransactionBase):
 
 		# Remove user specific rules from global authorization rules
 		for r in based_on:
-			if r in final_based_on and r != "Itemwise Discount":
+			if r in final_based_on and not r in ["Itemwise Discount", "Item Group wise Discount"]:
 				final_based_on.remove(r)
 
 		# Check for authorization set on particular roles
@@ -194,7 +201,7 @@ class AuthorizationControl(TransactionBase):
 
 		# Remove role specific rules from global authorization rules
 		for r in based_on:
-			if r in final_based_on and r != "Itemwise Discount":
+			if r in final_based_on and not r in ["Itemwise Discount", "Item Group wise Discount"]:
 				final_based_on.remove(r)
 
 		# Check for global authorization

erpnext/setup/doctype/authorization_rule/authorization_rule.js

@@ -12,6 +12,9 @@ frappe.ui.form.on("Authorization Rule", {
 		} else if(frm.doc.based_on==="Itemwise Discount") {
 			unhide_field("master_name");
 			frm.set_value("customer_or_item", "Item");
+		} else if(frm.doc.based_on==="Item Group wise Discount") {
+			unhide_field("master_name");
+			frm.set_value("customer_or_item", "Item Group");
 		} else {
 			frm.set_value("customer_or_item", "");
 			frm.set_value("master_name", "");
@@ -81,6 +84,13 @@ cur_frm.fields_dict['master_name'].get_query = function(doc) {
 			doctype: "Item",
 			query: "erpnext.controllers.queries.item_query"
 		}
+	else if (doc.based_on==="Item Group wise Discount")
+		return {
+			doctype: "Item Group",
+			filters: {
+				"is_group": 0
+			}
+		}
 	else
 		return {
 			filters: [

erpnext/setup/doctype/authorization_rule/authorization_rule.json

@@ -46,7 +46,7 @@
    "label": "Based On",
    "oldfieldname": "based_on",
    "oldfieldtype": "Select",
-   "options": "\nGrand Total\nAverage Discount\nCustomerwise Discount\nItemwise Discount\nNot Applicable",
+   "options": "\nGrand Total\nAverage Discount\nCustomerwise Discount\nItemwise Discount\nItem Group wise Discount\nNot Applicable",
    "reqd": 1
   },
   {
@@ -54,14 +54,14 @@
    "fieldtype": "Select",
    "hidden": 1,
    "label": "Customer or Item",
-   "options": "Customer\nItem",
+   "options": "Customer\nItem\nItem Group",
    "read_only": 1
   },
   {
    "fieldname": "master_name",
    "fieldtype": "Dynamic Link",
    "in_list_view": 1,
-   "label": "Customer / Item Name",
+   "label": "Customer / Item / Item Group",
    "oldfieldname": "master_name",
    "oldfieldtype": "Link",
    "options": "customer_or_item"
@@ -162,7 +162,7 @@
  "icon": "fa fa-shield",
  "idx": 1,
  "links": [],
- "modified": "2022-07-01 11:19:45.643991",
+ "modified": "2023-09-11 10:29:02.863193",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Authorization Rule",

erpnext/setup/doctype/authorization_rule/authorization_rule.py

@@ -47,6 +47,7 @@ class AuthorizationRule(Document):
 			"Average Discount",
 			"Customerwise Discount",
 			"Itemwise Discount",
+			"Item Group wise Discount",
 		]:
 			frappe.throw(
 				_("Cannot set authorization on basis of Discount for {0}").format(self.transaction)