feat: Material Request and Stock Entry Enhancement (#22671)

* feat: send to warehouse

* adding warehouse validation

* fix: review changes

* fix: review changes

* stock entry enhancement

* fix: review changes

erpnext/patches.txt

@@ -718,3 +718,4 @@ erpnext.patches.v13_0.delete_report_requested_items_to_order
 erpnext.patches.v12_0.update_item_tax_template_company
 erpnext.patches.v13_0.move_branch_code_to_bank_account
 erpnext.patches.v13_0.healthcare_lab_module_rename_doctypes
+erpnext.patches.v13_0.stock_entry_enhancements

erpnext/patches/v12_0/stock_entry_enhancements.py

@@ -19,7 +19,7 @@ def create_stock_entry_types():
 
 	for purpose in ["Material Issue", "Material Receipt", "Material Transfer",
 		"Material Transfer for Manufacture", "Material Consumption for Manufacture", "Manufacture",
-		"Repack", "Send to Subcontractor", "Send to Warehouse", "Receive at Warehouse"]:
+		"Repack", "Send to Subcontractor"]:
 
 		ste_type = frappe.get_doc({
 			'doctype': 'Stock Entry Type',

erpnext/patches/v13_0/stock_entry_enhancements.py

@@ -0,0 +1,27 @@
+# Copyright(c) 2020, Frappe Technologies Pvt.Ltd.and Contributors
+# License: GNU General Public License v3.See license.txt
+
+from __future__ import unicode_literals
+import frappe
+
+def execute():
+    frappe.reload_doc("stock", "doctype", "stock_entry")
+    if frappe.db.has_column("Stock Entry", "add_to_transit"):
+        frappe.db.sql("""
+            UPDATE `tabStock Entry` SET 
+            stock_entry_type = 'Material Transfer',
+            purpose = 'Material Transfer',
+            add_to_transit = 1 WHERE stock_entry_type = 'Send to Warehouse'
+            """)
+
+        frappe.db.sql("""UPDATE `tabStock Entry` SET 
+            stock_entry_type = 'Material Transfer',
+            purpose = 'Material Transfer'
+            WHERE stock_entry_type = 'Receive at Warehouse'
+            """)
+        
+        frappe.reload_doc("stock", "doctype", "warehouse_type")
+        if not frappe.db.exists('Warehouse Type', 'Transit'):
+            doc = frappe.new_doc('Warehouse Type')
+            doc.name = 'Transit'
+            doc.insert()

erpnext/setup/doctype/company/company.js

@@ -34,6 +34,16 @@ frappe.ui.form.on("Company", {
 		frm.set_query("default_buying_terms", function() {
 			return { filters: { buying: 1 } };
 		});
+
+		frm.set_query("default_in_transit_warehouse", function() {
+			return {
+				filters:{
+					'warehouse_type' : 'Transit',
+					'is_group': 0,
+					'company': frm.doc.company
+				}
+			};
+		});
 	},
 
 	company_name: function(frm) {

erpnext/setup/doctype/company/company.json

@@ -25,6 +25,7 @@
   "default_selling_terms",
   "default_buying_terms",
   "default_warehouse_for_sales_return",
+  "default_in_transit_warehouse",
   "column_break_10",
   "country",
   "create_chart_of_accounts_based_on",
@@ -733,6 +734,12 @@
    "fieldname": "enable_perpetual_inventory_for_non_stock_items",
    "fieldtype": "Check",
    "label": "Enable Perpetual Inventory For Non Stock Items"
+  },
+  {
+   "fieldname": "default_in_transit_warehouse",
+   "fieldtype": "Link",
+   "label": "Default In Transit Warehouse",
+   "options": "Warehouse"
   }
  ],
  "icon": "fa fa-building",
@@ -740,7 +747,7 @@
  "image_field": "company_logo",
  "is_tree": 1,
  "links": [],
- "modified": "2020-06-24 12:45:31.462195",
+ "modified": "2020-08-06 00:38:08.311216",
  "modified_by": "Administrator",
  "module": "Setup",
  "name": "Company",

erpnext/setup/doctype/company/company.py

@@ -140,7 +140,8 @@ class Company(NestedSet):
 			{"warehouse_name": _("All Warehouses"), "is_group": 1},
 			{"warehouse_name": _("Stores"), "is_group": 0},
 			{"warehouse_name": _("Work In Progress"), "is_group": 0},
-			{"warehouse_name": _("Finished Goods"), "is_group": 0}]:
+			{"warehouse_name": _("Finished Goods"), "is_group": 0},
+			{"warehouse_name": _("Goods In Transit"), "is_group": 0, "warehouse_type": "Transit"}]:
 
 			if not frappe.db.exists("Warehouse", "{0} - {1}".format(wh_detail["warehouse_name"], self.abbr)):
 				warehouse = frappe.get_doc({
@@ -149,7 +150,8 @@ class Company(NestedSet):
 					"is_group": wh_detail["is_group"],
 					"company": self.name,
 					"parent_warehouse": "{0} - {1}".format(_("All Warehouses"), self.abbr) \
-						if not wh_detail["is_group"] else ""
+						if not wh_detail["is_group"] else "",
+					"warehouse_type" : wh_detail["warehouse_type"] if "warehouse_type" in wh_detail else None
 				})
 				warehouse.flags.ignore_permissions = True
 				warehouse.flags.ignore_mandatory = True

erpnext/setup/setup_wizard/operations/install_fixtures.py

@@ -95,8 +95,6 @@ def install(country=None):
 		{'doctype': 'Stock Entry Type', 'name': 'Send to Subcontractor', 'purpose': 'Send to Subcontractor'},
 		{'doctype': 'Stock Entry Type', 'name': 'Material Transfer for Manufacture', 'purpose': 'Material Transfer for Manufacture'},
 		{'doctype': 'Stock Entry Type', 'name': 'Material Consumption for Manufacture', 'purpose': 'Material Consumption for Manufacture'},
-		{'doctype': 'Stock Entry Type', 'name': 'Send to Warehouse', 'purpose': 'Send to Warehouse'},
-		{'doctype': 'Stock Entry Type', 'name': 'Receive at Warehouse', 'purpose': 'Receive at Warehouse'},
 
 		# Designation
 		{'doctype': 'Designation', 'designation_name': _('CEO')},
@@ -244,7 +242,10 @@ def install(country=None):
 		{"doctype": "Sales Stage", "stage_name": _("Identifying Decision Makers")},
 		{"doctype": "Sales Stage", "stage_name": _("Perception Analysis")},
 		{"doctype": "Sales Stage", "stage_name": _("Proposal/Price Quote")},
-		{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")}
+		{"doctype": "Sales Stage", "stage_name": _("Negotiation/Review")},
+
+		# Warehouse Type
+		{'doctype': 'Warehouse Type', 'name': 'Transit'},
 	]
 
 	from erpnext.setup.setup_wizard.data.industry_type import get_industry_types

erpnext/stock/doctype/material_request/material_request.json

@@ -11,6 +11,7 @@
   "naming_series",
   "title",
   "material_request_type",
+  "transfer_status",
   "customer",
   "column_break_2",
   "schedule_date",
@@ -303,13 +304,22 @@
    "fieldtype": "Link",
    "label": "Set From Warehouse",
    "options": "Warehouse"
+  },
+  {
+   "allow_on_submit": 1,
+   "depends_on": "eval:doc.add_to_transit == 1",
+   "fieldname": "transfer_status",
+   "fieldtype": "Select",
+   "label": "Transfer Status",
+   "options": "\nNot Started\nIn Transit\nCompleted",
+   "read_only": 1
   }
  ],
  "icon": "fa fa-ticket",
  "idx": 70,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-05-01 20:21:09.990867",
+ "modified": "2020-08-10 13:27:54.891058",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Material Request",

erpnext/stock/doctype/material_request/material_request_list.js

@@ -1,8 +1,16 @@
 frappe.listview_settings['Material Request'] = {
-	add_fields: ["material_request_type", "status", "per_ordered", "per_received"],
+	add_fields: ["material_request_type", "status", "per_ordered", "per_received", "transfer_status"],
 	get_indicator: function(doc) {
 		if(doc.status=="Stopped") {
 			return [__("Stopped"), "red", "status,=,Stopped"];
+		} else if(doc.transfer_status && doc.docstatus != 2) {
+			if (doc.transfer_status == "Not Started") {
+				return [__("Not Started"), "orange"];
+			} else if (doc.transfer_status == "In Transit") {
+				return [__("In Transit"), "yellow"];
+			} else if (doc.transfer_status == "Completed") {
+				return [__("Completed"), "green"];
+			}
 		} else if(doc.docstatus==1 && flt(doc.per_ordered, 2) == 0) {
 			return [__("Pending"), "orange", "per_ordered,=,0"];
 		}  else if(doc.docstatus==1 && flt(doc.per_ordered, 2) < 100) {

erpnext/stock/doctype/stock_entry/stock_entry.js

@@ -19,7 +19,6 @@ frappe.ui.form.on('Stock Entry', {
 				filters: [
 					['Stock Entry', 'docstatus', '=', 1],
 					['Stock Entry', 'per_transferred', '<','100'],
-					['Stock Entry', 'purpose', '=', 'Send to Warehouse']
 				]
 			}
 		});
@@ -171,9 +170,9 @@ frappe.ui.form.on('Stock Entry', {
 			}
 		}
 
-		if (frm.doc.docstatus === 1 && frm.doc.purpose == 'Send to Warehouse') {
+		if (frm.doc.docstatus === 1) {
-			if (frm.doc.per_transferred < 100) {
+			if (frm.doc.add_to_transit && frm.doc.purpose=='Material Transfer' && frm.doc.per_transferred < 100) {
-				frm.add_custom_button(__('Receive at Warehouse Entry'), function() {
+				frm.add_custom_button('End Transit', function() {
 					frappe.model.open_mapped_doc({
 						method: "erpnext.stock.doctype.stock_entry.stock_entry.make_stock_in_entry",
 						frm: frm
@@ -266,6 +265,7 @@ frappe.ui.form.on('Stock Entry', {
 	stock_entry_type: function(frm){
 		frm.remove_custom_button('Bill of Materials', "Get items from");
 		frm.events.show_bom_custom_button(frm);
+		frm.trigger('add_to_transit');
 	},
 
 	purpose: function(frm) {
@@ -532,6 +532,26 @@ frappe.ui.form.on('Stock Entry', {
 
 	target_warehouse_address: function(frm) {
 		erpnext.utils.get_address_display(frm, 'target_warehouse_address', 'target_address_display', false);
+	},
+
+	add_to_transit: function(frm) {
+		if(frm.doc.add_to_transit && frm.doc.purpose=='Material Transfer') {
+			frm.set_value('stock_entry_type', 'Material Transfer');
+			frm.fields_dict.to_warehouse.get_query = function() {
+				return {
+					filters:{
+						'warehouse_type' : 'Transit',
+						'is_group': 0,
+						'company': frm.doc.company
+					}
+				};
+			};
+			frappe.db.get_value('Company', frm.doc.company, 'default_in_transit_warehouse', (r) => {
+				if (r.default_in_transit_warehouse) {
+					frm.set_value('to_warehouse', r.default_in_transit_warehouse);
+				}
+			});
+		}
 	}
 })
 
@@ -754,6 +774,7 @@ erpnext.stock.StockEntry = erpnext.stock.StockController.extend({
 		}
 		erpnext.hide_company();
 		erpnext.utils.add_item(this.frm);
+		this.frm.trigger('add_to_transit');
 	},
 
 	scan_barcode: function() {
@@ -919,8 +940,6 @@ erpnext.stock.StockEntry = erpnext.stock.StockController.extend({
 			doc.purpose!='Material Issue');
 
 		this.frm.fields_dict["items"].grid.set_column_disp("additional_cost", doc.purpose!='Material Issue');
-		this.frm.toggle_reqd("outgoing_stock_entry",
-			doc.purpose == 'Receive at Warehouse' ? 1: 0);
 	},
 
 	supplier: function(doc) {

erpnext/stock/doctype/stock_entry/stock_entry.json

@@ -13,6 +13,7 @@
   "stock_entry_type",
   "outgoing_stock_entry",
   "purpose",
+  "add_to_transit",
   "work_order",
   "purchase_order",
   "delivery_note_no",
@@ -116,11 +117,12 @@
    "reqd": 1
   },
   {
-   "depends_on": "eval:doc.purpose == 'Receive at Warehouse'",
+   "depends_on": "eval:doc.purpose == 'Material Transfer'",
    "fieldname": "outgoing_stock_entry",
    "fieldtype": "Link",
    "label": "Stock Entry (Outward GIT)",
-   "options": "Stock Entry"
+   "options": "Stock Entry",
+   "read_only": 1
   },
   {
    "bold": 1,
@@ -132,7 +134,7 @@
    "label": "Purpose",
    "oldfieldname": "purpose",
    "oldfieldtype": "Select",
-   "options": "Material Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor\nSend to Warehouse\nReceive at Warehouse",
+   "options": "Material Issue\nMaterial Receipt\nMaterial Transfer\nMaterial Transfer for Manufacture\nMaterial Consumption for Manufacture\nManufacture\nRepack\nSend to Subcontractor",
    "read_only": 1
   },
   {
@@ -630,13 +632,21 @@
   {
    "fieldname": "print_settings_col_break",
    "fieldtype": "Column Break"
+  },
+  {
+   "default": "0",
+   "depends_on": "eval: doc.purpose=='Material Transfer' && !doc.outgoing_stock_entry",
+   "fieldname": "add_to_transit",
+   "fieldtype": "Check",
+   "label": "Add to Transit",
+   "no_copy": 1
   }
  ],
  "icon": "fa fa-file-text",
  "idx": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-04-23 12:56:52.881752",
+ "modified": "2020-08-11 19:10:07.954981",
  "modified_by": "Administrator",
  "module": "Stock",
  "name": "Stock Entry",

erpnext/stock/doctype/stock_entry/stock_entry.py

@@ -96,6 +96,11 @@ class StockEntry(StockController):
 		self.update_quality_inspection()
 		if self.work_order and self.purpose == "Manufacture":
 			self.update_so_in_serial_number()
+		
+		if self.purpose == 'Material Transfer' and self.add_to_transit:
+			self.set_material_request_transfer_status('In Transit')
+		if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+			self.set_material_request_transfer_status('Completed')
 
 	def on_cancel(self):
 
@@ -116,6 +121,11 @@ class StockEntry(StockController):
 		self.update_quality_inspection()
 		self.delete_auto_created_batches()
 
+		if self.purpose == 'Material Transfer' and self.add_to_transit:
+			self.set_material_request_transfer_status('Not Started')
+		if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+			self.set_material_request_transfer_status('In Transit')
+
 	def set_job_card_data(self):
 		if self.job_card and not self.work_order:
 			data = frappe.db.get_value('Job Card',
@@ -133,7 +143,7 @@ class StockEntry(StockController):
 	def validate_purpose(self):
 		valid_purposes = ["Material Issue", "Material Receipt", "Material Transfer",
 			"Material Transfer for Manufacture", "Manufacture", "Repack", "Send to Subcontractor",
-			"Material Consumption for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+			"Material Consumption for Manufacture"]
 
 		if self.purpose not in valid_purposes:
 			frappe.throw(_("Purpose must be one of {0}").format(comma_or(valid_purposes)))
@@ -259,10 +269,10 @@ class StockEntry(StockController):
 		"""perform various (sometimes conditional) validations on warehouse"""
 
 		source_mandatory = ["Material Issue", "Material Transfer", "Send to Subcontractor", "Material Transfer for Manufacture",
-			"Material Consumption for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+			"Material Consumption for Manufacture"]
 
 		target_mandatory = ["Material Receipt", "Material Transfer", "Send to Subcontractor",
-			"Material Transfer for Manufacture", "Send to Warehouse", "Receive at Warehouse"]
+			"Material Transfer for Manufacture"]
 
 		validate_for_manufacture = any([d.bom_no for d in self.get("items")])
 
@@ -810,7 +820,7 @@ class StockEntry(StockController):
 	def set_items_for_stock_in(self):
 		self.items = []
 
-		if self.outgoing_stock_entry and self.purpose == 'Receive at Warehouse':
+		if self.outgoing_stock_entry and self.purpose == 'Material Transfer':
 			doc = frappe.get_doc('Stock Entry', self.outgoing_stock_entry)
 
 			if doc.per_transferred == 100:
@@ -1211,13 +1221,25 @@ class StockEntry(StockController):
 
 	def validate_with_material_request(self):
 		for item in self.get("items"):
-			if item.material_request:
+			material_request = item.material_request or None
+			material_request_item = item.material_request_item or None
+			if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
+				parent_se = frappe.get_value("Stock Entry Detail", item.ste_detail, ['material_request','material_request_item'],as_dict=True)
+				if parent_se:
+					material_request = parent_se.material_request
+					material_request_item = parent_se.material_request_item
+
+			if material_request:
 				mreq_item = frappe.db.get_value("Material Request Item",
-					{"name": item.material_request_item, "parent": item.material_request},
+					{"name": material_request_item, "parent": material_request},
 					["item_code", "warehouse", "idx"], as_dict=True)
-				if mreq_item.item_code != item.item_code or \
+				if mreq_item.item_code != item.item_code:
-				mreq_item.warehouse != (item.s_warehouse if self.purpose== "Material Issue" else item.t_warehouse):
+					frappe.throw(_("Item for row {0} does not match Material Request").format(item.idx),
-					frappe.throw(_("Item or Warehouse for row {0} does not match Material Request").format(item.idx),
+						frappe.MappingMismatchError)
+				elif self.purpose == "Material Transfer" and self.add_to_transit:
+					continue
+				elif mreq_item.warehouse != (item.s_warehouse if self.purpose == "Material Issue" else item.t_warehouse):
+					frappe.throw(_("Warehouse for row {0} does not match Material Request").format(item.idx),
 						frappe.MappingMismatchError)
 
 	def validate_batch(self):
@@ -1285,7 +1307,7 @@ class StockEntry(StockController):
 						 to fullfill Sales Order {2}.").format(item.item_code, sr, sales_order))
 
 	def update_transferred_qty(self):
-		if self.purpose == 'Receive at Warehouse':
+		if self.purpose == 'Material Transfer' and self.outgoing_stock_entry:
 			stock_entries = {}
 			stock_entries_child_list = []
 			for d in self.items:
@@ -1343,6 +1365,20 @@ class StockEntry(StockController):
 						'reference_type': reference_type,
 						'reference_name': reference_name
 					})
+	def set_material_request_transfer_status(self, status):
+		material_requests = []
+		if self.outgoing_stock_entry:
+			parent_se = frappe.get_value("Stock Entry", self.outgoing_stock_entry, 'add_to_transit')
+
+		for item in self.items: 
+			material_request = item.material_request or None
+			if self.purpose == "Material Transfer" and material_request not in material_requests:
+				if self.outgoing_stock_entry and parent_se:
+					material_request = frappe.get_value("Stock Entry Detail", item.ste_detail, 'material_request')
+
+			if material_request and material_request not in material_requests:
+				material_requests.append(material_request)
+				frappe.db.set_value('Material Request', material_request, 'transfer_status', status)
 
 @frappe.whitelist()
 def move_sample_to_retention_warehouse(company, items):
@@ -1382,12 +1418,19 @@ def move_sample_to_retention_warehouse(company, items):
 
 @frappe.whitelist()
 def make_stock_in_entry(source_name, target_doc=None):
+
 	def set_missing_values(source, target):
-		target.purpose = 'Receive at Warehouse'
 		target.set_stock_entry_type()
 
 	def update_item(source_doc, target_doc, source_parent):
 		target_doc.t_warehouse = ''
+
+		if source_doc.material_request_item and source_doc.material_request :
+			add_to_transit = frappe.db.get_value('Stock Entry', source_name, 'add_to_transit')
+			if add_to_transit:
+				warehouse = frappe.get_value('Material Request Item', source_doc.material_request_item, 'warehouse')
+				target_doc.t_warehouse = warehouse
+		
 		target_doc.s_warehouse = source_doc.t_warehouse
 		target_doc.qty = source_doc.qty - source_doc.transferred_qty
 

erpnext/stock/doctype/stock_entry/test_stock_entry.py

@@ -737,34 +737,6 @@ class TestStockEntry(unittest.TestCase):
 		self.assertEqual(se.get("items")[0].allow_zero_valuation_rate, 1)
 		self.assertEqual(se.get("items")[0].amount, 0)
 
-	def test_goods_in_transit(self):
-		from erpnext.stock.doctype.warehouse.test_warehouse import create_warehouse
-		warehouse = "_Test Warehouse FG 1 - _TC"
-
-		if not frappe.db.exists('Warehouse', warehouse):
-			create_warehouse("_Test Warehouse FG 1")
-
-		outward_entry = make_stock_entry(item_code="_Test Item",
-			purpose="Send to Warehouse",
-			source="_Test Warehouse - _TC",
-			target="_Test Warehouse 1 - _TC", qty=50, basic_rate=100)
-
-		inward_entry1 = make_stock_in_entry(outward_entry.name)
-		inward_entry1.items[0].t_warehouse = warehouse
-		inward_entry1.items[0].qty = 25
-		inward_entry1.submit()
-
-		doc = frappe.get_doc('Stock Entry', outward_entry.name)
-		self.assertEqual(doc.per_transferred, 50)
-
-		inward_entry2 = make_stock_in_entry(outward_entry.name)
-		inward_entry2.items[0].t_warehouse = warehouse
-		inward_entry2.items[0].qty = 25
-		inward_entry2.submit()
-
-		doc = frappe.get_doc('Stock Entry', outward_entry.name)
-		self.assertEqual(doc.per_transferred, 100)
-
 	def test_gle_for_opening_stock_entry(self):
 		mr = make_stock_entry(item_code="_Test Item", target="Stores - TCP1", company="_Test Company with perpetual inventory",qty=50, basic_rate=100, expense_account="Stock Adjustment - TCP1", is_opening="Yes", do_not_save=True)
 

erpnext/stock/doctype/stock_entry_type/stock_entry_type.json

@@ -1,156 +1,83 @@
 {
- "allow_copy": 0,
+ "actions": [],
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
  "autoname": "Prompt",
- "beta": 0,
  "creation": "2019-03-13 16:23:46.636769",
- "custom": 0,
- "docstatus": 0,
  "doctype": "DocType",
- "document_type": "",
  "editable_grid": 1,
  "engine": "InnoDB",
+ "field_order": [
+  "purpose"
+ ],
  "fields": [
   {
-   "allow_bulk_edit": 0,
-   "allow_in_quick_entry": 0,
-   "allow_on_submit": 0,
-   "bold": 0,
-   "collapsible": 0,
-   "columns": 0,
    "default": "Material Issue",
-   "fetch_if_empty": 0,
    "fieldname": "purpose",
    "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": "Purpose",
-   "length": 0,
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