diff --git a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js index 9a6c389339..65c5ff1cea 100644 --- a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js +++ b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js @@ -2,7 +2,6 @@ // For license information, please see license.txt frappe.ui.form.on('Accounting Dimension', { - refresh: function(frm) { frm.set_query('document_type', () => { let invalid_doctypes = frappe.model.core_doctypes_list; diff --git a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py index f888d9e038..52e9ff8b76 100644 --- a/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py +++ b/erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py @@ -203,7 +203,7 @@ def get_dimension_with_children(doctype, dimension): return all_dimensions @frappe.whitelist() -def get_dimension_filters(): +def get_dimensions(with_cost_center_and_project=False): dimension_filters = frappe.db.sql(""" SELECT label, fieldname, document_type FROM `tabAccounting Dimension` @@ -214,6 +214,18 @@ def get_dimension_filters(): FROM `tabAccounting Dimension Detail` c, `tabAccounting Dimension` p WHERE c.parent = p.name""", as_dict=1) + if with_cost_center_and_project: + dimension_filters.extend([ + { + 'fieldname': 'cost_center', + 'document_type': 'Cost Center' + }, + { + 'fieldname': 'project', + 'document_type': 'Project' + } + ]) + default_dimensions_map = {} for dimension in default_dimensions: default_dimensions_map.setdefault(dimension.company, {}) diff --git a/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py b/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py index 104880f6f3..fc1d7e344a 100644 --- a/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py +++ b/erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py @@ -11,37 +11,7 @@ from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import d class TestAccountingDimension(unittest.TestCase): def setUp(self): - frappe.set_user("Administrator") - - if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}): - dimension = frappe.get_doc({ - "doctype": "Accounting Dimension", - "document_type": "Department", - }).insert() - else: - dimension1 = frappe.get_doc("Accounting Dimension", "Department") - dimension1.disabled = 0 - dimension1.save() - - if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}): - dimension1 = frappe.get_doc({ - "doctype": "Accounting Dimension", - "document_type": "Location", - }) - - dimension1.append("dimension_defaults", { - "company": "_Test Company", - "reference_document": "Location", - "default_dimension": "Block 1", - "mandatory_for_bs": 1 - }) - - dimension1.insert() - dimension1.save() - else: - dimension1 = frappe.get_doc("Accounting Dimension", "Location") - dimension1.disabled = 0 - dimension1.save() + create_dimension() def test_dimension_against_sales_invoice(self): si = create_sales_invoice(do_not_save=1) @@ -101,6 +71,38 @@ class TestAccountingDimension(unittest.TestCase): def tearDown(self): disable_dimension() +def create_dimension(): + frappe.set_user("Administrator") + + if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}): + frappe.get_doc({ + "doctype": "Accounting Dimension", + "document_type": "Department", + }).insert() + else: + dimension = frappe.get_doc("Accounting Dimension", "Department") + dimension.disabled = 0 + dimension.save() + + if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}): + dimension1 = frappe.get_doc({ + "doctype": "Accounting Dimension", + "document_type": "Location", + }) + + dimension1.append("dimension_defaults", { + "company": "_Test Company", + "reference_document": "Location", + "default_dimension": "Block 1", + "mandatory_for_bs": 1 + }) + + dimension1.insert() + dimension1.save() + else: + dimension1 = frappe.get_doc("Accounting Dimension", "Location") + dimension1.disabled = 0 + dimension1.save() def disable_dimension(): dimension1 = frappe.get_doc("Accounting Dimension", "Department") diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/__init__.py b/erpnext/accounts/doctype/accounting_dimension_filter/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js new file mode 100644 index 0000000000..74b7b51676 --- /dev/null +++ b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js @@ -0,0 +1,82 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Accounting Dimension Filter', { + refresh: function(frm, cdt, cdn) { + if (frm.doc.accounting_dimension) { + frm.set_df_property('dimensions', 'label', frm.doc.accounting_dimension, cdn, 'dimension_value'); + } + + let help_content = + ` + +
+

+ + {{__('Note: On checking Is Mandatory the accounting dimension will become mandatory against that specific account for all accounting transactions')}} +

+
`; + + frm.set_df_property('dimension_filter_help', 'options', help_content); + }, + onload: function(frm) { + frm.set_query('applicable_on_account', 'accounts', function() { + return { + filters: { + 'company': frm.doc.company + } + }; + }); + + frappe.db.get_list('Accounting Dimension', + {fields: ['document_type']}).then((res) => { + let options = ['Cost Center', 'Project']; + + res.forEach((dimension) => { + options.push(dimension.document_type); + }); + + frm.set_df_property('accounting_dimension', 'options', options); + }); + + frm.trigger('setup_filters'); + }, + + setup_filters: function(frm) { + let filters = {}; + + if (frm.doc.accounting_dimension) { + frappe.model.with_doctype(frm.doc.accounting_dimension, function() { + if (frappe.model.is_tree(frm.doc.accounting_dimension)) { + filters['is_group'] = 0; + } + + if (frappe.meta.has_field(frm.doc.accounting_dimension, 'company')) { + filters['company'] = frm.doc.company; + } + + frm.set_query('dimension_value', 'dimensions', function() { + return { + filters: filters + }; + }); + }); + } + }, + + accounting_dimension: function(frm) { + frm.clear_table("dimensions"); + let row = frm.add_child("dimensions"); + row.accounting_dimension = frm.doc.accounting_dimension; + frm.refresh_field("dimensions"); + frm.trigger('setup_filters'); + }, +}); + +frappe.ui.form.on('Allowed Dimension', { + dimensions_add: function(frm, cdt, cdn) { + let row = locals[cdt][cdn]; + row.accounting_dimension = frm.doc.accounting_dimension; + frm.refresh_field("dimensions"); + } +}); \ No newline at end of file diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json new file mode 100644 index 0000000000..c0327ad0ad --- /dev/null +++ b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json @@ -0,0 +1,134 @@ +{ + "actions": [], + "autoname": "format:{accounting_dimension}-{#####}", + "creation": "2020-11-08 18:28:11.906146", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "accounting_dimension", + "disabled", + "column_break_2", + "company", + "allow_or_restrict", + "section_break_4", + "accounts", + "column_break_6", + "dimensions", + "section_break_10", + "dimension_filter_help" + ], + "fields": [ + { + "fieldname": "accounting_dimension", + "fieldtype": "Select", + "in_list_view": 1, + "label": "Accounting Dimension", + "reqd": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "column_break_2", + "fieldtype": "Column Break", + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "section_break_4", + "fieldtype": "Section Break", + "hide_border": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "column_break_6", + "fieldtype": "Column Break", + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "allow_or_restrict", + "fieldtype": "Select", + "label": "Allow Or Restrict Dimension", + "options": "Allow\nRestrict", + "reqd": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "accounts", + "fieldtype": "Table", + "label": "Applicable On Account", + "options": "Applicable On Account", + "reqd": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "depends_on": "eval:doc.accounting_dimension", + "fieldname": "dimensions", + "fieldtype": "Table", + "label": "Applicable Dimension", + "options": "Allowed Dimension", + "reqd": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "default": "0", + "fieldname": "disabled", + "fieldtype": "Check", + "label": "Disabled", + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company", + "reqd": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "dimension_filter_help", + "fieldtype": "HTML", + "label": "Dimension Filter Help", + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "section_break_10", + "fieldtype": "Section Break", + "show_days": 1, + "show_seconds": 1 + } + ], + "index_web_pages_for_search": 1, + "links": [], + "modified": "2020-12-16 15:27:23.659285", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Accounting Dimension Filter", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py new file mode 100644 index 0000000000..6aef9caa74 --- /dev/null +++ b/erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py @@ -0,0 +1,61 @@ +# -*- coding: utf-8 -*- +# Copyright, (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +from frappe import _, scrub +from frappe.model.document import Document + +class AccountingDimensionFilter(Document): + def validate(self): + self.validate_applicable_accounts() + + def validate_applicable_accounts(self): + accounts = frappe.db.sql( + """ + SELECT a.applicable_on_account as account + FROM `tabApplicable On Account` a, `tabAccounting Dimension Filter` d + WHERE d.name = a.parent + and d.name != %s + and d.accounting_dimension = %s + """, (self.name, self.accounting_dimension), as_dict=1) + + account_list = [d.account for d in accounts] + + for account in self.get('accounts'): + if account.applicable_on_account in account_list: + frappe.throw(_("Row {0}: {1} account already applied for Accounting Dimension {2}").format( + account.idx, frappe.bold(account.applicable_on_account), frappe.bold(self.accounting_dimension))) + +def get_dimension_filter_map(): + filters = frappe.db.sql(""" + SELECT + a.applicable_on_account, d.dimension_value, p.accounting_dimension, + p.allow_or_restrict, a.is_mandatory + FROM + `tabApplicable On Account` a, `tabAllowed Dimension` d, + `tabAccounting Dimension Filter` p + WHERE + p.name = a.parent + AND p.disabled = 0 + AND p.name = d.parent + """, as_dict=1) + + dimension_filter_map = {} + + for f in filters: + f.fieldname = scrub(f.accounting_dimension) + + build_map(dimension_filter_map, f.fieldname, f.applicable_on_account, f.dimension_value, + f.allow_or_restrict, f.is_mandatory) + + return dimension_filter_map + +def build_map(map_object, dimension, account, filter_value, allow_or_restrict, is_mandatory): + map_object.setdefault((dimension, account), { + 'allowed_dimensions': [], + 'is_mandatory': is_mandatory, + 'allow_or_restrict': allow_or_restrict + }) + map_object[(dimension, account)]['allowed_dimensions'].append(filter_value) diff --git a/erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py b/erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py new file mode 100644 index 0000000000..7877abd026 --- /dev/null +++ b/erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py @@ -0,0 +1,99 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest +from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice +from erpnext.accounts.doctype.accounting_dimension.test_accounting_dimension import create_dimension, disable_dimension +from erpnext.exceptions import InvalidAccountDimensionError, MandatoryAccountDimensionError + +class TestAccountingDimensionFilter(unittest.TestCase): + def setUp(self): + create_dimension() + create_accounting_dimension_filter() + self.invoice_list = [] + + def test_allowed_dimension_validation(self): + si = create_sales_invoice(do_not_save=1) + si.items[0].cost_center = 'Main - _TC' + si.department = 'Accounts - _TC' + si.location = 'Block 1' + si.save() + + self.assertRaises(InvalidAccountDimensionError, si.submit) + self.invoice_list.append(si) + + def test_mandatory_dimension_validation(self): + si = create_sales_invoice(do_not_save=1) + si.department = '' + si.location = 'Block 1' + + # Test with no department for Sales Account + si.items[0].department = '' + si.items[0].cost_center = '_Test Cost Center 2 - _TC' + si.save() + + self.assertRaises(MandatoryAccountDimensionError, si.submit) + self.invoice_list.append(si) + + def tearDown(self): + disable_dimension_filter() + disable_dimension() + + for si in self.invoice_list: + si.load_from_db() + if si.docstatus == 1: + si.cancel() + +def create_accounting_dimension_filter(): + if not frappe.db.get_value('Accounting Dimension Filter', + {'accounting_dimension': 'Cost Center'}): + frappe.get_doc({ + 'doctype': 'Accounting Dimension Filter', + 'accounting_dimension': 'Cost Center', + 'allow_or_restrict': 'Allow', + 'company': '_Test Company', + 'accounts': [{ + 'applicable_on_account': 'Sales - _TC', + }], + 'dimensions': [{ + 'accounting_dimension': 'Cost Center', + 'dimension_value': '_Test Cost Center 2 - _TC' + }] + }).insert() + else: + doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Cost Center'}) + doc.disabled = 0 + doc.save() + + if not frappe.db.get_value('Accounting Dimension Filter', + {'accounting_dimension': 'Department'}): + frappe.get_doc({ + 'doctype': 'Accounting Dimension Filter', + 'accounting_dimension': 'Department', + 'allow_or_restrict': 'Allow', + 'company': '_Test Company', + 'accounts': [{ + 'applicable_on_account': 'Sales - _TC', + 'is_mandatory': 1 + }], + 'dimensions': [{ + 'accounting_dimension': 'Department', + 'dimension_value': 'Accounts - _TC' + }] + }).insert() + else: + doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Department'}) + doc.disabled = 0 + doc.save() + +def disable_dimension_filter(): + doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Cost Center'}) + doc.disabled = 1 + doc.save() + + doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Department'}) + doc.disabled = 1 + doc.save() diff --git a/erpnext/accounts/doctype/allowed_dimension/__init__.py b/erpnext/accounts/doctype/allowed_dimension/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json new file mode 100644 index 0000000000..7fe2a3c647 --- /dev/null +++ b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json @@ -0,0 +1,43 @@ +{ + "actions": [], + "creation": "2020-11-08 18:22:36.001131", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "accounting_dimension", + "dimension_value" + ], + "fields": [ + { + "fieldname": "accounting_dimension", + "fieldtype": "Link", + "label": "Accounting Dimension", + "options": "DocType", + "read_only": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "fieldname": "dimension_value", + "fieldtype": "Dynamic Link", + "in_list_view": 1, + "options": "accounting_dimension", + "show_days": 1, + "show_seconds": 1 + } + ], + "index_web_pages_for_search": 1, + "istable": 1, + "links": [], + "modified": "2020-11-23 09:56:19.744200", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Allowed Dimension", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py new file mode 100644 index 0000000000..c2afc1a262 --- /dev/null +++ b/erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class AllowedDimension(Document): + pass diff --git a/erpnext/accounts/doctype/applicable_on_account/__init__.py b/erpnext/accounts/doctype/applicable_on_account/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json new file mode 100644 index 0000000000..95e98d0b67 --- /dev/null +++ b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json @@ -0,0 +1,46 @@ +{ + "actions": [], + "creation": "2020-11-08 18:20:00.944449", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "applicable_on_account", + "is_mandatory" + ], + "fields": [ + { + "fieldname": "applicable_on_account", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Accounts", + "options": "Account", + "reqd": 1, + "show_days": 1, + "show_seconds": 1 + }, + { + "columns": 2, + "default": "0", + "fieldname": "is_mandatory", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Is Mandatory", + "show_days": 1, + "show_seconds": 1 + } + ], + "index_web_pages_for_search": 1, + "istable": 1, + "links": [], + "modified": "2020-11-22 19:55:13.324136", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Applicable On Account", + "owner": "Administrator", + "permissions": [], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py new file mode 100644 index 0000000000..0fccaf302f --- /dev/null +++ b/erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class ApplicableOnAccount(Document): + pass diff --git a/erpnext/accounts/doctype/bank/bank.js b/erpnext/accounts/doctype/bank/bank.js index de9498e075..49b2b186c4 100644 --- a/erpnext/accounts/doctype/bank/bank.js +++ b/erpnext/accounts/doctype/bank/bank.js @@ -1,5 +1,6 @@ // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide('erpnext.integrations'); frappe.ui.form.on('Bank', { onload: function(frm) { @@ -20,7 +21,12 @@ frappe.ui.form.on('Bank', { frm.set_df_property('address_and_contact', 'hidden', 0); frappe.contacts.render_address_and_contact(frm); } - }, + if (frm.doc.plaid_access_token) { + frm.add_custom_button(__('Refresh Plaid Link'), () => { + new erpnext.integrations.refreshPlaidLink(frm.doc.plaid_access_token); + }); + } + } }); @@ -40,4 +46,79 @@ let add_fields_to_mapping_table = function (frm) { frm.doc.name).options = options; frm.fields_dict.bank_transaction_mapping.grid.refresh(); -}; \ No newline at end of file +}; + +erpnext.integrations.refreshPlaidLink = class refreshPlaidLink { + constructor(access_token) { + this.access_token = access_token; + this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js'; + this.init_config(); + } + + async init_config() { + this.plaid_env = await frappe.db.get_single_value('Plaid Settings', 'plaid_env'); + this.token = await this.get_link_token_for_update(); + this.init_plaid(); + } + + async get_link_token_for_update() { + const token = frappe.xcall( + 'erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_link_token_for_update', + { access_token: this.access_token } + ) + if (!token) { + frappe.throw(__('Cannot retrieve link token for update. Check Error Log for more information')); + } + return token; + } + + init_plaid() { + const me = this; + me.loadScript(me.plaidUrl) + .then(() => { + me.onScriptLoaded(me); + }) + .then(() => { + if (me.linkHandler) { + me.linkHandler.open(); + } + }) + .catch((error) => { + me.onScriptError(error); + }); + } + + loadScript(src) { + return new Promise(function (resolve, reject) { + if (document.querySelector("script[src='" + src + "']")) { + resolve(); + return; + } + const el = document.createElement('script'); + el.type = 'text/javascript'; + el.async = true; + el.src = src; + el.addEventListener('load', resolve); + el.addEventListener('error', reject); + el.addEventListener('abort', reject); + document.head.appendChild(el); + }); + } + + onScriptLoaded(me) { + me.linkHandler = Plaid.create({ + env: me.plaid_env, + token: me.token, + onSuccess: me.plaid_success + }); + } + + onScriptError(error) { + frappe.msgprint(__("There was an issue connecting to Plaid's authentication server. Check browser console for more information")); + console.log(error); + } + + plaid_success(token, response) { + frappe.show_alert({ message: __('Plaid Link Updated'), indicator: 'green' }); + } +}; diff --git a/erpnext/accounts/doctype/budget/budget.js b/erpnext/accounts/doctype/budget/budget.js index cadf1e7e0c..e162e3222d 100644 --- a/erpnext/accounts/doctype/budget/budget.js +++ b/erpnext/accounts/doctype/budget/budget.js @@ -1,24 +1,9 @@ // Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on('Budget', { onload: function(frm) { - frm.set_query("cost_center", function() { - return { - filters: { - company: frm.doc.company - } - } - }) - - frm.set_query("project", function() { - return { - filters: { - company: frm.doc.company - } - } - }) - frm.set_query("account", "accounts", function() { return { filters: { @@ -26,16 +11,18 @@ frappe.ui.form.on('Budget', { report_type: "Profit and Loss", is_group: 0 } - } - }) - + }; + }); + frm.set_query("monthly_distribution", function() { return { filters: { fiscal_year: frm.doc.fiscal_year } - } - }) + }; + }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { diff --git a/erpnext/accounts/doctype/budget/test_budget.py b/erpnext/accounts/doctype/budget/test_budget.py index cd88b11761..c5ec23c829 100644 --- a/erpnext/accounts/doctype/budget/test_budget.py +++ b/erpnext/accounts/doctype/budget/test_budget.py @@ -122,8 +122,10 @@ class TestBudget(unittest.TestCase): frappe.db.set_value("Budget", budget.name, "action_if_accumulated_monthly_budget_exceeded", "Stop") + project = frappe.get_value("Project", {"project_name": "_Test Project"}) + jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC", - "_Test Bank - _TC", 40000, "_Test Cost Center - _TC", project="_Test Project", posting_date=nowdate()) + "_Test Bank - _TC", 40000, "_Test Cost Center - _TC", project=project, posting_date=nowdate()) self.assertRaises(BudgetError, jv.submit) @@ -147,8 +149,11 @@ class TestBudget(unittest.TestCase): budget = make_budget(budget_against="Project") + project = frappe.get_value("Project", {"project_name": "_Test Project"}) + jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC", - "_Test Bank - _TC", 250000, "_Test Cost Center - _TC", project="_Test Project", posting_date=nowdate()) + "_Test Bank - _TC", 250000, "_Test Cost Center - _TC", + project=project, posting_date=nowdate()) self.assertRaises(BudgetError, jv.submit) @@ -184,9 +189,11 @@ class TestBudget(unittest.TestCase): if month > 9: month = 9 + project = frappe.get_value("Project", {"project_name": "_Test Project"}) for i in range(month + 1): jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC", - "_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True, project="_Test Project") + "_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True, + project=project) self.assertTrue(frappe.db.get_value("GL Entry", {"voucher_type": "Journal Entry", "voucher_no": jv.name})) @@ -289,7 +296,7 @@ def make_budget(**args): budget = frappe.new_doc("Budget") if budget_against == "Project": - budget.project = "_Test Project" + budget.project = frappe.get_value("Project", {"project_name": "_Test Project"}) else: budget.cost_center =cost_center or "_Test Cost Center - _TC" diff --git a/erpnext/accounts/doctype/gl_entry/gl_entry.py b/erpnext/accounts/doctype/gl_entry/gl_entry.py index c441274908..a749f0e15c 100644 --- a/erpnext/accounts/doctype/gl_entry/gl_entry.py +++ b/erpnext/accounts/doctype/gl_entry/gl_entry.py @@ -11,8 +11,10 @@ from frappe.model.meta import get_field_precision from erpnext.accounts.party import validate_party_gle_currency, validate_party_frozen_disabled from erpnext.accounts.utils import get_account_currency from erpnext.accounts.utils import get_fiscal_year -from erpnext.exceptions import InvalidAccountCurrency +from erpnext.exceptions import InvalidAccountCurrency, InvalidAccountDimensionError, MandatoryAccountDimensionError from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts +from erpnext.accounts.doctype.accounting_dimension_filter.accounting_dimension_filter import get_dimension_filter_map +from six import iteritems exclude_from_linked_with = True class GLEntry(Document): @@ -39,6 +41,7 @@ class GLEntry(Document): if not from_repost: self.validate_account_details(adv_adj) self.validate_dimensions_for_pl_and_bs() + self.validate_allowed_dimensions() validate_frozen_account(self.account, adv_adj) validate_balance_type(self.account, adv_adj) @@ -76,11 +79,9 @@ class GLEntry(Document): .format(self.voucher_type, self.voucher_no, self.account)) def validate_dimensions_for_pl_and_bs(self): - account_type = frappe.db.get_value("Account", self.account, "report_type") for dimension in get_checks_for_pl_and_bs_accounts(): - if account_type == "Profit and Loss" \ and self.company == dimension.company and dimension.mandatory_for_pl and not dimension.disabled: if not self.get(dimension.fieldname): @@ -93,6 +94,25 @@ class GLEntry(Document): frappe.throw(_("Accounting Dimension {0} is required for 'Balance Sheet' account {1}.") .format(dimension.label, self.account)) + def validate_allowed_dimensions(self): + dimension_filter_map = get_dimension_filter_map() + for key, value in iteritems(dimension_filter_map): + dimension = key[0] + account = key[1] + + if self.account == account: + if value['is_mandatory'] and not self.get(dimension): + frappe.throw(_("{0} is mandatory for account {1}").format( + frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), MandatoryAccountDimensionError) + + if value['allow_or_restrict'] == 'Allow': + if self.get(dimension) and self.get(dimension) not in value['allowed_dimensions']: + frappe.throw(_("Invalid value {0} for {1} against account {2}").format( + frappe.bold(self.get(dimension)), frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), InvalidAccountDimensionError) + else: + if self.get(dimension) and self.get(dimension) in value['allowed_dimensions']: + frappe.throw(_("Invalid value {0} for {1} against account {2}").format( + frappe.bold(self.get(dimension)), frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), InvalidAccountDimensionError) def check_pl_account(self): if self.is_opening=='Yes' and \ @@ -137,9 +157,10 @@ class GLEntry(Document): frappe.throw(_("{0} {1}: Cost Center {2} does not belong to Company {3}") .format(self.voucher_type, self.voucher_no, self.cost_center, self.company)) - if self.cost_center and _check_is_group(): - frappe.throw(_("""{0} {1}: Cost Center {2} is a group cost center and group cost centers cannot be used in transactions""") - .format(self.voucher_type, self.voucher_no, frappe.bold(self.cost_center))) + if not self.flags.from_repost and not self.voucher_type == 'Period Closing Voucher' \ + and self.cost_center and _check_is_group(): + frappe.throw(_("""{0} {1}: Cost Center {2} is a group cost center and group cost centers cannot + be used in transactions""").format(self.voucher_type, self.voucher_no, frappe.bold(self.cost_center))) def validate_party(self): validate_party_frozen_disabled(self.party_type, self.party) diff --git a/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py b/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py index acc308e0e6..3d80a9785f 100644 --- a/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py +++ b/erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py @@ -20,7 +20,8 @@ def get_data(): 'items': ['Purchase Invoice', 'Purchase Order', 'Purchase Receipt'] }, { - 'items': ['Item'] + 'label': _('Stock'), + 'items': ['Item Groups', 'Item'] } ] } diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.js b/erpnext/accounts/doctype/journal_entry/journal_entry.js index ff12967155..37b03f3f0e 100644 --- a/erpnext/accounts/doctype/journal_entry/journal_entry.js +++ b/erpnext/accounts/doctype/journal_entry/journal_entry.js @@ -120,6 +120,8 @@ frappe.ui.form.on("Journal Entry", { } } }); + + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, voucher_type: function(frm){ @@ -197,6 +199,7 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({ this.load_defaults(); this.setup_queries(); this.setup_balance_formatter(); + erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype); }, onload_post_render: function() { @@ -222,15 +225,6 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({ return erpnext.journal_entry.account_query(me.frm); }); - me.frm.set_query("cost_center", "accounts", function(doc, cdt, cdn) { - return { - filters: { - company: me.frm.doc.company, - is_group: 0 - } - }; - }); - me.frm.set_query("party_type", "accounts", function(doc, cdt, cdn) { const row = locals[cdt][cdn]; @@ -406,6 +400,8 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({ } } cur_frm.cscript.update_totals(doc); + + erpnext.accounts.dimensions.copy_dimension_from_first_row(this.frm, cdt, cdn, 'accounts'); }, }); diff --git a/erpnext/accounts/doctype/journal_entry/test_journal_entry.py b/erpnext/accounts/doctype/journal_entry/test_journal_entry.py index b56f8e5fe2..5f003e022a 100644 --- a/erpnext/accounts/doctype/journal_entry/test_journal_entry.py +++ b/erpnext/accounts/doctype/journal_entry/test_journal_entry.py @@ -160,7 +160,7 @@ class TestJournalEntry(unittest.TestCase): self.assertFalse(gle) def test_reverse_journal_entry(self): - from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry + from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry jv = make_journal_entry("_Test Bank USD - _TC", "Sales - _TC", 100, exchange_rate=50, save=False) @@ -299,15 +299,20 @@ class TestJournalEntry(unittest.TestCase): def test_jv_with_project(self): from erpnext.projects.doctype.project.test_project import make_project - project = make_project({ - 'project_name': 'Journal Entry Project', - 'project_template_name': 'Test Project Template', - 'start_date': '2020-01-01' - }) + + if not frappe.db.exists("Project", {"project_name": "Journal Entry Project"}): + project = make_project({ + 'project_name': 'Journal Entry Project', + 'project_template_name': 'Test Project Template', + 'start_date': '2020-01-01' + }) + project_name = project.name + else: + project_name = frappe.get_value("Project", {"project_name": "_Test Project"}) jv = make_journal_entry("_Test Cash - _TC", "_Test Bank - _TC", 100, save=False) for d in jv.accounts: - d.project = project.project_name + d.project = project_name jv.voucher_type = "Bank Entry" jv.multi_currency = 0 jv.cheque_no = "112233" @@ -317,10 +322,10 @@ class TestJournalEntry(unittest.TestCase): expected_values = { "_Test Cash - _TC": { - "project": project.project_name + "project": project_name }, "_Test Bank - _TC": { - "project": project.project_name + "project": project_name } } diff --git a/erpnext/accounts/doctype/loyalty_program/loyalty_program.js b/erpnext/accounts/doctype/loyalty_program/loyalty_program.js index 524a671801..f90f86728d 100644 --- a/erpnext/accounts/doctype/loyalty_program/loyalty_program.js +++ b/erpnext/accounts/doctype/loyalty_program/loyalty_program.js @@ -1,6 +1,8 @@ // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide("erpnext.accounts.dimensions"); + frappe.ui.form.on('Loyalty Program', { setup: function(frm) { var help_content = @@ -46,20 +48,17 @@ frappe.ui.form.on('Loyalty Program', { }; }); - frm.set_query("cost_center", function() { - return { - filters: { - company: frm.doc.company - } - }; - }); - frm.set_value("company", frappe.defaults.get_user_default("Company")); + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { if (frm.doc.loyalty_program_type === "Single Tier Program" && frm.doc.collection_rules.length > 1) { frappe.throw(__("Please select the Multiple Tier Program type for more than one collection rules.")); } + }, + + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); } }); diff --git a/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js b/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js index 3ce5701823..c087980798 100644 --- a/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js +++ b/erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js @@ -36,6 +36,8 @@ frappe.ui.form.on('Opening Invoice Creation Tool', { frm.dashboard.show_progress(data.title, (data.count / data.total) * 100, data.message); frm.page.set_indicator(__('In Progress'), 'orange'); }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { @@ -100,6 +102,7 @@ frappe.ui.form.on('Opening Invoice Creation Tool', { } }) } + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, invoice_type: function(frm) { diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.js b/erpnext/accounts/doctype/payment_entry/payment_entry.js index e117471738..f5c488d0f9 100644 --- a/erpnext/accounts/doctype/payment_entry/payment_entry.js +++ b/erpnext/accounts/doctype/payment_entry/payment_entry.js @@ -1,6 +1,7 @@ // Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt {% include "erpnext/public/js/controllers/accounts.js" %} +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on('Payment Entry', { onload: function(frm) { @@ -8,6 +9,8 @@ frappe.ui.form.on('Payment Entry', { if (!frm.doc.paid_from) frm.set_value("paid_from_account_currency", null); if (!frm.doc.paid_to) frm.set_value("paid_to_account_currency", null); } + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, setup: function(frm) { @@ -88,15 +91,6 @@ frappe.ui.form.on('Payment Entry', { } }); - frm.set_query("cost_center", "deductions", function() { - return { - filters: { - "is_group": 0, - "company": frm.doc.company - } - } - }); - frm.set_query("reference_doctype", "references", function() { if (frm.doc.party_type=="Customer") { var doctypes = ["Sales Order", "Sales Invoice", "Journal Entry", "Dunning"]; @@ -167,6 +161,7 @@ frappe.ui.form.on('Payment Entry', { company: function(frm) { frm.events.hide_unhide_fields(frm); frm.events.set_dynamic_labels(frm); + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, contact_person: function(frm) { @@ -401,6 +396,8 @@ frappe.ui.form.on('Payment Entry', { set_account_currency_and_balance: function(frm, account, currency_field, balance_field, callback_function) { + + var company_currency = frappe.get_doc(":Company", frm.doc.company).default_currency; if (frm.doc.posting_date && account) { frappe.call({ method: "erpnext.accounts.doctype.payment_entry.payment_entry.get_account_details", @@ -427,6 +424,14 @@ frappe.ui.form.on('Payment Entry', { if(!frm.doc.paid_amount && frm.doc.received_amount) frm.events.received_amount(frm); + + if (frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency + && frm.doc.paid_amount != frm.doc.received_amount) { + if (company_currency != frm.doc.paid_from_account_currency && + frm.doc.payment_type == "Pay") { + frm.doc.paid_amount = frm.doc.received_amount; + } + } } }, () => { diff --git a/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py b/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py index 7dd5b01770..a74fa062b6 100644 --- a/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py +++ b/erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py @@ -8,7 +8,7 @@ from frappe import _ from erpnext.accounts.utils import get_account_currency from erpnext.controllers.accounts_controller import AccountsController from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (get_accounting_dimensions, - get_dimension_filters) + get_dimensions) class PeriodClosingVoucher(AccountsController): def validate(self): @@ -58,7 +58,7 @@ class PeriodClosingVoucher(AccountsController): for dimension in accounting_dimensions: dimension_fields.append('t1.{0}'.format(dimension)) - dimension_filters, default_dimensions = get_dimension_filters() + dimension_filters, default_dimensions = get_dimensions() pl_accounts = self.get_pl_balances(dimension_fields) diff --git a/erpnext/accounts/doctype/pos_profile/pos_profile.js b/erpnext/accounts/doctype/pos_profile/pos_profile.js index 7f4f755480..efdeb1a5e8 100755 --- a/erpnext/accounts/doctype/pos_profile/pos_profile.js +++ b/erpnext/accounts/doctype/pos_profile/pos_profile.js @@ -57,6 +57,8 @@ frappe.ui.form.on('POS Profile', { } }; }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { @@ -67,6 +69,7 @@ frappe.ui.form.on('POS Profile', { company: function(frm) { frm.trigger("toggle_display_account_head"); + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, toggle_display_account_head: function(frm) { diff --git a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js index 7830cfd370..4a952a30a2 100644 --- a/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js +++ b/erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js @@ -26,6 +26,11 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({ }; }); }, + + company: function() { + erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype); + }, + onload: function() { this._super(); @@ -41,6 +46,8 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({ if (this.frm.doc.supplier && this.frm.doc.__islocal) { this.frm.trigger('supplier'); } + + erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype); }, refresh: function(doc) { @@ -498,7 +505,7 @@ cur_frm.cscript.select_print_heading = function(doc,cdt,cdn){ frappe.ui.form.on("Purchase Invoice", { setup: function(frm) { frm.custom_make_buttons = { - 'Purchase Invoice': 'Debit Note', + 'Purchase Invoice': 'Return / Debit Note', 'Payment Entry': 'Payment' } @@ -511,15 +518,6 @@ frappe.ui.form.on("Purchase Invoice", { } } } - - frm.set_query("cost_center", function() { - return { - filters: { - company: frm.doc.company, - is_group: 0 - } - }; - }); }, onload: function(frm) { diff --git a/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py b/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py index c0506ba97f..2c088ce2b2 100644 --- a/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py +++ b/erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py @@ -426,26 +426,31 @@ class TestPurchaseInvoice(unittest.TestCase): ) def test_total_purchase_cost_for_project(self): - make_project({'project_name':'_Test Project'}) + if not frappe.db.exists("Project", {"project_name": "_Test Project for Purchase"}): + project = make_project({'project_name':'_Test Project for Purchase'}) + else: + project = frappe.get_doc("Project", {"project_name": "_Test Project for Purchase"}) existing_purchase_cost = frappe.db.sql("""select sum(base_net_amount) - from `tabPurchase Invoice Item` where project = '_Test Project' and docstatus=1""") + from `tabPurchase Invoice Item` + where project = '{0}' + and docstatus=1""".format(project.name)) existing_purchase_cost = existing_purchase_cost and existing_purchase_cost[0][0] or 0 - pi = make_purchase_invoice(currency="USD", conversion_rate=60, project="_Test Project") - self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"), + pi = make_purchase_invoice(currency="USD", conversion_rate=60, project=project.name) + self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"), existing_purchase_cost + 15000) - pi1 = make_purchase_invoice(qty=10, project="_Test Project") - self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"), + pi1 = make_purchase_invoice(qty=10, project=project.name) + self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"), existing_purchase_cost + 15500) pi1.cancel() - self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"), + self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"), existing_purchase_cost + 15000) pi.cancel() - self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"), existing_purchase_cost) + self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"), existing_purchase_cost) def test_return_purchase_invoice_with_perpetual_inventory(self): pi = make_purchase_invoice(company = "_Test Company with perpetual inventory", warehouse= "Stores - TCP1", @@ -860,17 +865,17 @@ class TestPurchaseInvoice(unittest.TestCase): }) pi = make_purchase_invoice(credit_to="Creditors - _TC" ,do_not_save=1) - pi.items[0].project = item_project.project_name - pi.project = project.project_name + pi.items[0].project = item_project.name + pi.project = project.name pi.submit() expected_values = { "Creditors - _TC": { - "project": project.project_name + "project": project.name }, "_Test Account Cost for Goods Sold - _TC": { - "project": item_project.project_name + "project": item_project.name } } diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js index 5efc32e11d..72199a92aa 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.js +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.js @@ -5,14 +5,17 @@ cur_frm.pformat.print_heading = 'Invoice'; {% include 'erpnext/selling/sales_common.js' %}; - - frappe.provide("erpnext.accounts"); + + erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.extend({ setup: function(doc) { this.setup_posting_date_time_check(); this._super(doc); }, + company: function() { + erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype); + }, onload: function() { var me = this; this._super(); @@ -33,6 +36,7 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte me.frm.refresh_fields(); } erpnext.queries.setup_warehouse_query(this.frm); + erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype); }, refresh: function(doc, dt, dn) { @@ -571,15 +575,6 @@ frappe.ui.form.on('Sales Invoice', { }; }); - frm.set_query("cost_center", function() { - return { - filters: { - company: frm.doc.company, - is_group: 0 - } - }; - }); - frm.set_query("unrealized_profit_loss_account", function() { return { filters: { @@ -592,7 +587,7 @@ frappe.ui.form.on('Sales Invoice', { frm.custom_make_buttons = { 'Delivery Note': 'Delivery', - 'Sales Invoice': 'Sales Return', + 'Sales Invoice': 'Return / Credit Note', 'Payment Request': 'Payment Request', 'Payment Entry': 'Payment' }, diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py index 50eb400775..566734e7d1 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.py +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.py @@ -179,7 +179,7 @@ class SalesInvoice(SellingController): # this sequence because outstanding may get -ve self.make_gl_entries() - + if self.update_stock == 1: self.repost_future_sle_and_gle() @@ -261,10 +261,10 @@ class SalesInvoice(SellingController): self.update_stock_ledger() self.make_gl_entries_on_cancel() - + if self.update_stock == 1: self.repost_future_sle_and_gle() - + frappe.db.set(self, 'status', 'Cancelled') if frappe.db.get_single_value('Selling Settings', 'sales_update_frequency') == "Each Transaction": @@ -551,7 +551,7 @@ class SalesInvoice(SellingController): def add_remarks(self): if not self.remarks: if self.po_no and self.po_date: - self.remarks = _("Against Customer Order {0} dated {1}").format(self.po_no, + self.remarks = _("Against Customer Order {0} dated {1}").format(self.po_no, formatdate(self.po_date)) else: self.remarks = _("No Remarks") @@ -1699,6 +1699,7 @@ def get_mode_of_payment_info(mode_of_payment, company): where mpa.parent = mp.name and mpa.company = %s and mp.enabled = 1 and mp.name = %s""", (company, mode_of_payment), as_dict=1) +@frappe.whitelist() def create_dunning(source_name, target_doc=None): from frappe.model.mapper import get_mapped_doc from erpnext.accounts.doctype.dunning.dunning import get_dunning_letter_text, calculate_interest_and_amount diff --git a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py index eb223ee42c..5435d3b21e 100644 --- a/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py +++ b/erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py @@ -1573,17 +1573,17 @@ class TestSalesInvoice(unittest.TestCase): }) sales_invoice = create_sales_invoice(do_not_save=1) - sales_invoice.items[0].project = item_project.project_name - sales_invoice.project = project.project_name + sales_invoice.items[0].project = item_project.name + sales_invoice.project = project.name sales_invoice.submit() expected_values = { "Debtors - _TC": { - "project": project.project_name + "project": project.name }, "Sales - _TC": { - "project": item_project.project_name + "project": item_project.name } } diff --git a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js index d0904eec3e..8e4b806f02 100644 --- a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js +++ b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js @@ -1,16 +1,18 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt -frappe.ui.form.on('Shipping Rule', { - refresh: function(frm) { - frm.set_query("cost_center", function() { - return { - filters: { - company: frm.doc.company - } - } - }) +frappe.provide('erpnext.accounts.dimensions'); +frappe.ui.form.on('Shipping Rule', { + onload: function(frm) { + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); + }, + + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, + + refresh: function(frm) { frm.set_query("account", function() { return { filters: { diff --git a/erpnext/accounts/doctype/subscription/subscription.py b/erpnext/accounts/doctype/subscription/subscription.py index 552a5d476b..e023b47cac 100644 --- a/erpnext/accounts/doctype/subscription/subscription.py +++ b/erpnext/accounts/doctype/subscription/subscription.py @@ -446,7 +446,7 @@ class Subscription(Document): if not self.generate_invoice_at_period_start: return False - if self.is_new_subscription(): + if self.is_new_subscription() and getdate() >= getdate(self.current_invoice_start): return True # Check invoice dates and make sure it doesn't have outstanding invoices diff --git a/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py b/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py index 57a1231f5a..7195c7e0b8 100644 --- a/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py +++ b/erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py @@ -59,23 +59,111 @@ def validate_filters(filters): def get_columns(filters): return [ - _("Payment Document") + ":: 100", - _("Payment Entry") + ":Dynamic Link/"+_("Payment Document")+":140", - _("Party Type") + "::100", - _("Party") + ":Dynamic Link/Party Type:140", - _("Posting Date") + ":Date:100", - _("Invoice") + (":Link/Purchase Invoice:130" if filters.get("payment_type") == _("Outgoing") else ":Link/Sales Invoice:130"), - _("Invoice Posting Date") + ":Date:130", - _("Payment Due Date") + ":Date:130", - _("Debit") + ":Currency:120", - _("Credit") + ":Currency:120", - _("Remarks") + "::150", - _("Age") +":Int:40", - "0-30:Currency:100", - "30-60:Currency:100", - "60-90:Currency:100", - _("90-Above") + ":Currency:100", - _("Delay in payment (Days)") + "::150" + { + "fieldname": "payment_document", + "label": _("Payment Document Type"), + "fieldtype": "Data", + "width": 100 + }, + { + "fieldname": "payment_entry", + "label": _("Payment Document"), + "fieldtype": "Dynamic Link", + "options": "payment_document", + "width": 160 + }, + { + "fieldname": "party_type", + "label": _("Party Type"), + "fieldtype": "Data", + "width": 100 + }, + { + "fieldname": "party", + "label": _("Party"), + "fieldtype": "Dynamic Link", + "options": "party_type", + "width": 160 + }, + { + "fieldname": "posting_date", + "label": _("Posting Date"), + "fieldtype": "Date", + "width": 100 + }, + { + "fieldname": "invoice", + "label": _("Invoice"), + "fieldtype": "Link", + "options": "Purchase Invoice" if filters.get("payment_type") == _("Outgoing") else "Sales Invoice", + "width": 160 + }, + { + "fieldname": "invoice_posting_date", + "label": _("Invoice Posting Date"), + "fieldtype": "Date", + "width": 100 + }, + { + "fieldname": "due_date", + "label": _("Payment Due Date"), + "fieldtype": "Date", + "width": 100 + }, + { + "fieldname": "debit", + "label": _("Debit"), + "fieldtype": "Currency", + "width": 140 + }, + { + "fieldname": "credit", + "label": _("Credit"), + "fieldtype": "Currency", + "width": 140 + }, + { + "fieldname": "remarks", + "label": _("Remarks"), + "fieldtype": "Data", + "width": 200 + }, + { + "fieldname": "age", + "label": _("Age"), + "fieldtype": "Int", + "width": 50 + }, + { + "fieldname": "range1", + "label": "0-30", + "fieldtype": "Currency", + "width": 140 + }, + { + "fieldname": "range2", + "label": "30-60", + "fieldtype": "Currency", + "width": 140 + }, + { + "fieldname": "range3", + "label": "60-90", + "fieldtype": "Currency", + "width": 140 + }, + { + "fieldname": "range4", + "label": _("90 Above"), + "fieldtype": "Currency", + "width": 140 + }, + { + "fieldname": "delay_in_payment", + "label": _("Delay in payment (Days)"), + "fieldtype": "Int", + "width": 100 + } ] def get_conditions(filters): diff --git a/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py b/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py index cae150c428..afbd9b4e6e 100644 --- a/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py +++ b/erpnext/agriculture/doctype/crop_cycle/crop_cycle.py @@ -48,7 +48,7 @@ class CropCycle(Document): def import_disease_tasks(self, disease, start_date): disease_doc = frappe.get_doc('Disease', disease) - self.create_task(disease_doc.treatment_task, self.name, start_date) + self.create_task(disease_doc.treatment_task, self.project, start_date) def create_project(self, period, crop_tasks): project = frappe.get_doc({ diff --git a/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py b/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py index 5510d5ac02..763b4036c3 100644 --- a/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py +++ b/erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py @@ -71,4 +71,4 @@ def check_task_creation(): def check_project_creation(): - return True if frappe.db.exists('Project', 'Basil from seed 2017') else False + return True if frappe.db.exists('Project', {'project_name': 'Basil from seed 2017'}) else False diff --git a/erpnext/assets/doctype/asset/asset.js b/erpnext/assets/doctype/asset/asset.js index b2318a2bc6..6f1bb28f37 100644 --- a/erpnext/assets/doctype/asset/asset.js +++ b/erpnext/assets/doctype/asset/asset.js @@ -2,6 +2,7 @@ // For license information, please see license.txt frappe.provide("erpnext.asset"); +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on('Asset', { onload: function(frm) { @@ -32,13 +33,11 @@ frappe.ui.form.on('Asset', { }; }); - frm.set_query("cost_center", function() { - return { - "filters": { - "company": frm.doc.company, - } - }; - }); + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); + }, + + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, setup: function(frm) { diff --git a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js index a6e6974c48..79c8861bcd 100644 --- a/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js +++ b/erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js @@ -1,6 +1,8 @@ // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide("erpnext.accounts.dimensions"); + frappe.ui.form.on('Asset Value Adjustment', { setup: function(frm) { frm.add_fetch('company', 'cost_center', 'cost_center'); @@ -13,11 +15,19 @@ frappe.ui.form.on('Asset Value Adjustment', { } }); }, + onload: function(frm) { if(frm.is_new() && frm.doc.asset) { frm.trigger("set_current_asset_value"); } + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, + + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, + asset: function(frm) { frm.trigger("set_current_asset_value"); }, diff --git a/erpnext/buying/doctype/purchase_order/purchase_order.js b/erpnext/buying/doctype/purchase_order/purchase_order.js index 20faded9bb..14534ef1b7 100644 --- a/erpnext/buying/doctype/purchase_order/purchase_order.js +++ b/erpnext/buying/doctype/purchase_order/purchase_order.js @@ -2,7 +2,7 @@ // License: GNU General Public License v3. See license.txt frappe.provide("erpnext.buying"); - +frappe.provide("erpnext.accounts.dimensions"); {% include 'erpnext/public/js/controllers/buying.js' %}; frappe.ui.form.on("Purchase Order", { @@ -30,6 +30,10 @@ frappe.ui.form.on("Purchase Order", { }, + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, + onload: function(frm) { set_schedule_date(frm); if (!frm.doc.transaction_date){ @@ -39,6 +43,8 @@ frappe.ui.form.on("Purchase Order", { erpnext.queries.setup_queries(frm, "Warehouse", function() { return erpnext.queries.warehouse(frm.doc); }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); } }); @@ -58,8 +64,8 @@ frappe.ui.form.on("Purchase Order Item", { erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend({ setup: function() { this.frm.custom_make_buttons = { - 'Purchase Receipt': 'Receipt', - 'Purchase Invoice': 'Invoice', + 'Purchase Receipt': 'Purchase Receipt', + 'Purchase Invoice': 'Purchase Invoice', 'Stock Entry': 'Material to Supplier', 'Payment Entry': 'Payment', } diff --git a/erpnext/buying/report/purchase_analytics/purchase_analytics.js b/erpnext/buying/report/purchase_analytics/purchase_analytics.js index e17973c337..ba8535a3ae 100644 --- a/erpnext/buying/report/purchase_analytics/purchase_analytics.js +++ b/erpnext/buying/report/purchase_analytics/purchase_analytics.js @@ -75,62 +75,70 @@ frappe.query_reports["Purchase Analytics"] = { return Object.assign(options, { checkboxColumn: true, events: { - onCheckRow: function(data) { + onCheckRow: function (data) { + if (!data) return; + + const data_doctype = $( + data[2].html + )[0].attributes.getNamedItem("data-doctype").value; + const tree_type = frappe.query_report.filters[0].value; + if (data_doctype != tree_type) return; + row_name = data[2].content; length = data.length; - var tree_type = frappe.query_report.filters[0].value; - - if(tree_type == "Supplier" || tree_type == "Item") { - row_values = data.slice(4,length-1).map(function (column) { - return column.content; - }) - } - else { - row_values = data.slice(3,length-1).map(function (column) { - return column.content; - }) + if (tree_type == "Supplier") { + row_values = data + .slice(4, length - 1) + .map(function (column) { + return column.content; + }); + } else if (tree_type == "Item") { + row_values = data + .slice(5, length - 1) + .map(function (column) { + return column.content; + }); + } else { + row_values = data + .slice(3, length - 1) + .map(function (column) { + return column.content; + }); } - entry = { - 'name':row_name, - 'values':row_values - } + entry = { + name: row_name, + values: row_values, + }; let raw_data = frappe.query_report.chart.data; let new_datasets = raw_data.datasets; - var found = false; - - for(var i=0; i < new_datasets.length;i++){ - if(new_datasets[i].name == row_name){ - found = true; - new_datasets.splice(i,1); - break; + let element_found = new_datasets.some((element, index, array)=>{ + if(element.name == row_name){ + array.splice(index, 1) + return true } - } + return false + }) - if(!found){ + if (!element_found) { new_datasets.push(entry); } - let new_data = { labels: raw_data.labels, - datasets: new_datasets - } - - setTimeout(() => { - frappe.query_report.chart.update(new_data) - },500) - - - setTimeout(() => { - frappe.query_report.chart.draw(true); - }, 1000) + datasets: new_datasets, + }; + chart_options = { + data: new_data, + type: "line", + }; + frappe.query_report.render_chart(chart_options); frappe.query_report.raw_chart_data = new_data; }, - } + }, }); } } diff --git a/erpnext/buying/utils.py b/erpnext/buying/utils.py index 47b48665b6..a73cb0d62e 100644 --- a/erpnext/buying/utils.py +++ b/erpnext/buying/utils.py @@ -35,9 +35,10 @@ def update_last_purchase_rate(doc, is_submit): frappe.throw(_("UOM Conversion factor is required in row {0}").format(d.idx)) # update last purchsae rate - if last_purchase_rate: - frappe.db.sql("""update `tabItem` set last_purchase_rate = %s where name = %s""", - (flt(last_purchase_rate), d.item_code)) + frappe.db.set_value('Item', d.item_code, 'last_purchase_rate', flt(last_purchase_rate)) + + + def validate_for_items(doc): items = [] diff --git a/erpnext/controllers/queries.py b/erpnext/controllers/queries.py index 8fe3816c24..e3aac9aba8 100644 --- a/erpnext/controllers/queries.py +++ b/erpnext/controllers/queries.py @@ -493,6 +493,41 @@ def get_income_account(doctype, txt, searchfield, start, page_len, filters): 'company': filters.get("company", "") }) +@frappe.whitelist() +@frappe.validate_and_sanitize_search_inputs +def get_filtered_dimensions(doctype, txt, searchfield, start, page_len, filters): + from erpnext.accounts.doctype.accounting_dimension_filter.accounting_dimension_filter import get_dimension_filter_map + dimension_filters = get_dimension_filter_map() + dimension_filters = dimension_filters.get((filters.get('dimension'),filters.get('account'))) + query_filters = [] + + meta = frappe.get_meta(doctype) + if meta.is_tree: + query_filters.append(['is_group', '=', 0]) + + if meta.has_field('company'): + query_filters.append(['company', '=', filters.get('company')]) + + if txt: + query_filters.append([searchfield, 'LIKE', "%%%s%%" % txt]) + + if dimension_filters: + if dimension_filters['allow_or_restrict'] == 'Allow': + query_selector = 'in' + else: + query_selector = 'not in' + + if len(dimension_filters['allowed_dimensions']) == 1: + dimensions = tuple(dimension_filters['allowed_dimensions'] * 2) + else: + dimensions = tuple(dimension_filters['allowed_dimensions']) + + query_filters.append(['name', query_selector, dimensions]) + + output = frappe.get_all(doctype, filters=query_filters) + result = [d.name for d in output] + + return [(d,) for d in set(result)] @frappe.whitelist() @frappe.validate_and_sanitize_search_inputs diff --git a/erpnext/controllers/sales_and_purchase_return.py b/erpnext/controllers/sales_and_purchase_return.py index 79792262c0..a048d6e2df 100644 --- a/erpnext/controllers/sales_and_purchase_return.py +++ b/erpnext/controllers/sales_and_purchase_return.py @@ -328,6 +328,7 @@ def make_return_doc(doctype, source_name, target_doc=None): target_doc.po_detail = source_doc.po_detail target_doc.pr_detail = source_doc.pr_detail target_doc.purchase_invoice_item = source_doc.name + target_doc.price_list_rate = 0 elif doctype == "Delivery Note": returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype) @@ -353,6 +354,7 @@ def make_return_doc(doctype, source_name, target_doc=None): target_doc.dn_detail = source_doc.dn_detail target_doc.expense_account = source_doc.expense_account target_doc.sales_invoice_item = source_doc.name + target_doc.price_list_rate = 0 if default_warehouse_for_sales_return: target_doc.warehouse = default_warehouse_for_sales_return diff --git a/erpnext/controllers/selling_controller.py b/erpnext/controllers/selling_controller.py index 85cfb951fc..812021f5c8 100644 --- a/erpnext/controllers/selling_controller.py +++ b/erpnext/controllers/selling_controller.py @@ -233,7 +233,7 @@ class SellingController(StockController): 'allow_zero_valuation': d.allow_zero_valuation_rate, 'sales_invoice_item': d.get("sales_invoice_item"), 'dn_detail': d.get("dn_detail"), - 'incoming_rate': p.incoming_rate + 'incoming_rate': p.get("incoming_rate") })) else: il.append(frappe._dict({ @@ -252,7 +252,7 @@ class SellingController(StockController): 'allow_zero_valuation': d.allow_zero_valuation_rate, 'sales_invoice_item': d.get("sales_invoice_item"), 'dn_detail': d.get("dn_detail"), - 'incoming_rate': d.incoming_rate + 'incoming_rate': d.get("incoming_rate") })) return il diff --git a/erpnext/controllers/tests/test_item_variant.py b/erpnext/controllers/tests/test_item_variant.py index c257215e71..813f0a0075 100644 --- a/erpnext/controllers/tests/test_item_variant.py +++ b/erpnext/controllers/tests/test_item_variant.py @@ -6,6 +6,7 @@ import unittest from erpnext.stock.doctype.item.test_item import set_item_variant_settings from erpnext.controllers.item_variant import copy_attributes_to_variant, make_variant_item_code +from erpnext.stock.doctype.quality_inspection.test_quality_inspection import create_quality_inspection_parameter from six import string_types @@ -56,6 +57,8 @@ def make_quality_inspection_template(): qc = frappe.new_doc("Quality Inspection Template") qc.quality_inspection_template_name = qc_template + + create_quality_inspection_parameter("Moisture") qc.append('item_quality_inspection_parameter', { "specification": "Moisture", "value": "< 5%", diff --git a/erpnext/education/doctype/fee_schedule/fee_schedule.js b/erpnext/education/doctype/fee_schedule/fee_schedule.js index 75dd4469e8..65b5fa6cf2 100644 --- a/erpnext/education/doctype/fee_schedule/fee_schedule.js +++ b/erpnext/education/doctype/fee_schedule/fee_schedule.js @@ -1,6 +1,7 @@ // Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on('Fee Schedule', { setup: function(frm) { frm.add_fetch('fee_structure', 'receivable_account', 'receivable_account'); @@ -8,6 +9,10 @@ frappe.ui.form.on('Fee Schedule', { frm.add_fetch('fee_structure', 'cost_center', 'cost_center'); }, + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, + onload: function(frm) { frm.set_query('receivable_account', function(doc) { return { @@ -50,6 +55,8 @@ frappe.ui.form.on('Fee Schedule', { } } }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { diff --git a/erpnext/education/doctype/fee_structure/fee_structure.js b/erpnext/education/doctype/fee_structure/fee_structure.js index b331c6d3c0..310c4105f4 100644 --- a/erpnext/education/doctype/fee_structure/fee_structure.js +++ b/erpnext/education/doctype/fee_structure/fee_structure.js @@ -1,6 +1,8 @@ // Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide("erpnext.accounts.dimensions"); + frappe.ui.form.on('Fee Structure', { setup: function(frm) { frm.add_fetch('company', 'default_receivable_account', 'receivable_account'); @@ -8,6 +10,10 @@ frappe.ui.form.on('Fee Structure', { frm.add_fetch('company', 'cost_center', 'cost_center'); }, + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, + onload: function(frm) { frm.set_query('academic_term', function() { return { @@ -35,6 +41,8 @@ frappe.ui.form.on('Fee Structure', { } }; }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { diff --git a/erpnext/education/doctype/fees/fees.js b/erpnext/education/doctype/fees/fees.js index aaf42b4751..ac66acd00f 100644 --- a/erpnext/education/doctype/fees/fees.js +++ b/erpnext/education/doctype/fees/fees.js @@ -1,6 +1,7 @@ // Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors // For license information, please see license.txt +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on("Fees", { setup: function(frm) { @@ -9,15 +10,19 @@ frappe.ui.form.on("Fees", { frm.add_fetch("fee_structure", "cost_center", "cost_center"); }, - onload: function(frm){ - frm.set_query("academic_term",function(){ + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, + + onload: function(frm) { + frm.set_query("academic_term", function() { return{ - "filters":{ + "filters": { "academic_year": (frm.doc.academic_year) } }; }); - frm.set_query("fee_structure",function(){ + frm.set_query("fee_structure", function() { return{ "filters":{ "academic_year": (frm.doc.academic_year) @@ -45,6 +50,8 @@ frappe.ui.form.on("Fees", { if (!frm.doc.posting_date) { frm.doc.posting_date = frappe.datetime.get_today(); } + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { diff --git a/erpnext/education/doctype/program_enrollment/program_enrollment.py b/erpnext/education/doctype/program_enrollment/program_enrollment.py index 6fbcd8aa97..886a7d85d8 100644 --- a/erpnext/education/doctype/program_enrollment/program_enrollment.py +++ b/erpnext/education/doctype/program_enrollment/program_enrollment.py @@ -124,21 +124,24 @@ class ProgramEnrollment(Document): @frappe.whitelist() @frappe.validate_and_sanitize_search_inputs def get_program_courses(doctype, txt, searchfield, start, page_len, filters): - if filters.get('program'): - return frappe.db.sql("""select course, course_name from `tabProgram Course` - where parent = %(program)s and course like %(txt)s {match_cond} - order by - if(locate(%(_txt)s, course), locate(%(_txt)s, course), 99999), - idx desc, - `tabProgram Course`.course asc - limit {start}, {page_len}""".format( - match_cond=get_match_cond(doctype), - start=start, - page_len=page_len), { - "txt": "%{0}%".format(txt), - "_txt": txt.replace('%', ''), - "program": filters['program'] - }) + if not filters.get('program'): + frappe.msgprint(_("Please select a Program first.")) + return [] + + return frappe.db.sql("""select course, course_name from `tabProgram Course` + where parent = %(program)s and course like %(txt)s {match_cond} + order by + if(locate(%(_txt)s, course), locate(%(_txt)s, course), 99999), + idx desc, + `tabProgram Course`.course asc + limit {start}, {page_len}""".format( + match_cond=get_match_cond(doctype), + start=start, + page_len=page_len), { + "txt": "%{0}%".format(txt), + "_txt": txt.replace('%', ''), + "program": filters['program'] + }) @frappe.whitelist() @frappe.validate_and_sanitize_search_inputs diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py index 8d4b510490..66d0e5f77d 100644 --- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py +++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py @@ -29,14 +29,11 @@ class PlaidConnector(): response = self.client.Item.public_token.exchange(public_token) access_token = response["access_token"] return access_token - - def get_link_token(self): + + def get_token_request(self, update_mode=False): country_codes = ["US", "CA", "FR", "IE", "NL", "ES", "GB"] if self.settings.enable_european_access else ["US", "CA"] - token_request = { + args = { "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": country_codes, @@ -45,6 +42,20 @@ class PlaidConnector(): } } + if update_mode: + args["access_token"] = self.access_token + else: + args.update({ + "client_id": self.settings.plaid_client_id, + "secret": self.settings.plaid_secret, + "products": self.products, + }) + + return args + + def get_link_token(self, update_mode=False): + token_request = self.get_token_request(update_mode) + try: response = self.client.LinkToken.create(token_request) except InvalidRequestError: diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js index 22a4004955..bbc2ca8846 100644 --- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js +++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js @@ -12,9 +12,25 @@ frappe.ui.form.on('Plaid Settings', { refresh: function (frm) { if (frm.doc.enabled) { - frm.add_custom_button('Link a new bank account', () => { + frm.add_custom_button(__('Link a new bank account'), () => { new erpnext.integrations.plaidLink(frm); }); + + frm.add_custom_button(__("Sync Now"), () => { + frappe.call({ + method: "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.enqueue_synchronization", + freeze: true, + callback: () => { + let bank_transaction_link = 'Bank Transaction'; + + frappe.msgprint({ + title: __("Sync Started"), + message: __("The sync has started in the background, please check the {0} list for new records.", [bank_transaction_link]), + alert: 1 + }); + } + }); + }).addClass("btn-primary"); } } }); @@ -30,10 +46,18 @@ erpnext.integrations.plaidLink = class plaidLink { 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.token = await this.get_link_token(); this.init_plaid(); } + async get_link_token() { + const token = await this.frm.call("get_link_token").then(resp => resp.message); + if (!token) { + frappe.throw(__('Cannot retrieve link token. Check Error Log for more information')); + } + return token; + } + init_plaid() { const me = this; me.loadScript(me.plaidUrl) @@ -78,8 +102,8 @@ erpnext.integrations.plaidLink = class plaidLink { } onScriptError(error) { - frappe.msgprint("There was an issue connecting to Plaid's authentication server"); - frappe.msgprint(error); + frappe.msgprint(__("There was an issue connecting to Plaid's authentication server. Check browser console for more information")); + console.log(error); } plaid_success(token, response) { @@ -107,4 +131,4 @@ erpnext.integrations.plaidLink = class plaidLink { }); }, __("Select a company"), __("Continue")); } -}; +}; \ No newline at end of file diff --git a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py index e535e81bde..70c7f3fe5d 100644 --- a/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py +++ b/erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py @@ -166,7 +166,6 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None): related_bank = frappe.db.get_values("Bank Account", bank_account, ["bank", "integration_id"], as_dict=True) access_token = frappe.db.get_value("Bank", related_bank[0].bank, "plaid_access_token") account_id = related_bank[0].integration_id - else: access_token = frappe.db.get_value("Bank", bank, "plaid_access_token") account_id = None @@ -228,13 +227,23 @@ def new_bank_transaction(transaction): def automatic_synchronization(): settings = frappe.get_doc("Plaid Settings", "Plaid Settings") - if settings.enabled == 1 and settings.automatic_sync == 1: - plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"]) + enqueue_synchronization() - 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.whitelist() +def enqueue_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.whitelist() +def get_link_token_for_update(access_token): + plaid = PlaidConnector(access_token) + return plaid.get_link_token(update_mode=True) diff --git a/erpnext/exceptions.py b/erpnext/exceptions.py index d92af5d722..04291cd5bd 100644 --- a/erpnext/exceptions.py +++ b/erpnext/exceptions.py @@ -6,3 +6,5 @@ class PartyFrozen(frappe.ValidationError): pass class InvalidAccountCurrency(frappe.ValidationError): pass class InvalidCurrency(frappe.ValidationError): pass class PartyDisabled(frappe.ValidationError):pass +class InvalidAccountDimensionError(frappe.ValidationError): pass +class MandatoryAccountDimensionError(frappe.ValidationError): pass diff --git a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json index 0104386714..ddf1bce492 100644 --- a/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json +++ b/erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json @@ -17,6 +17,9 @@ "enable_free_follow_ups", "max_visits", "valid_days", + "inpatient_settings_section", + "allow_discharge_despite_unbilled_services", + "do_not_bill_inpatient_encounters", "healthcare_service_items", "inpatient_visit_charge_item", "op_consulting_charge_item", @@ -302,11 +305,28 @@ "fieldname": "enable_free_follow_ups", "fieldtype": "Check", "label": "Enable Free Follow-ups" + }, + { + "fieldname": "inpatient_settings_section", + "fieldtype": "Section Break", + "label": "Inpatient Settings" + }, + { + "default": "0", + "fieldname": "allow_discharge_despite_unbilled_services", + "fieldtype": "Check", + "label": "Allow Discharge Despite Unbilled Healthcare Services" + }, + { + "default": "0", + "fieldname": "do_not_bill_inpatient_encounters", + "fieldtype": "Check", + "label": "Do Not Bill Patient Encounters for Inpatients" } ], "issingle": 1, "links": [], - "modified": "2020-07-08 15:17:21.543218", + "modified": "2021-01-13 09:04:35.877700", "modified_by": "Administrator", "module": "Healthcare", "name": "Healthcare Settings", diff --git a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js index ca97489b8d..a7b06b1718 100644 --- a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js +++ b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js @@ -5,6 +5,7 @@ frappe.ui.form.on('Inpatient Medication Entry', { refresh: function(frm) { // Ignore cancellation of doctype on cancel all frm.ignore_doctypes_on_cancel_all = ['Stock Entry']; + frm.fields_dict['medication_orders'].grid.wrapper.find('.grid-add-row').hide(); frm.set_query('item_code', () => { return { diff --git a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json index dd4c423a9e..b1a6ee4ed1 100644 --- a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json +++ b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json @@ -139,7 +139,6 @@ "fieldtype": "Table", "label": "Inpatient Medication Orders", "options": "Inpatient Medication Entry Detail", - "read_only": 1, "reqd": 1 }, { @@ -180,7 +179,7 @@ "index_web_pages_for_search": 1, "is_submittable": 1, "links": [], - "modified": "2020-11-03 13:22:37.820707", + "modified": "2021-01-11 12:37:46.749659", "modified_by": "Administrator", "module": "Healthcare", "name": "Inpatient Medication Entry", diff --git a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py index 70ae713866..bba521313d 100644 --- a/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py +++ b/erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py @@ -15,8 +15,6 @@ class InpatientMedicationEntry(Document): self.validate_medication_orders() def get_medication_orders(self): - self.validate_datetime_filters() - # pull inpatient medication orders based on selected filters orders = get_pending_medication_orders(self) @@ -27,22 +25,6 @@ class InpatientMedicationEntry(Document): self.set('medication_orders', []) frappe.msgprint(_('No pending medication orders found for selected criteria')) - def validate_datetime_filters(self): - if self.from_date and self.to_date: - self.validate_from_to_dates('from_date', 'to_date') - - if self.from_date and getdate(self.from_date) > getdate(): - frappe.throw(_('From Date cannot be after the current date.')) - - if self.to_date and getdate(self.to_date) > getdate(): - frappe.throw(_('To Date cannot be after the current date.')) - - if self.from_time and self.from_time > nowtime(): - frappe.throw(_('From Time cannot be after the current time.')) - - if self.to_time and self.to_time > nowtime(): - frappe.throw(_('To Time cannot be after the current time.')) - def add_mo_to_table(self, orders): # Add medication orders in the child table self.set('medication_orders', []) diff --git a/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py b/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py index bc76970601..dc549a65db 100644 --- a/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py +++ b/erpnext/healthcare/doctype/inpatient_record/inpatient_record.py @@ -5,7 +5,7 @@ from __future__ import unicode_literals import frappe, json from frappe import _ -from frappe.utils import today, now_datetime, getdate, get_datetime +from frappe.utils import today, now_datetime, getdate, get_datetime, get_link_to_form from frappe.model.document import Document from frappe.desk.reportview import get_match_cond @@ -113,6 +113,7 @@ def schedule_inpatient(args): inpatient_record.status = 'Admission Scheduled' inpatient_record.save(ignore_permissions = True) + @frappe.whitelist() def schedule_discharge(args): discharge_order = json.loads(args) @@ -126,16 +127,19 @@ def schedule_discharge(args): frappe.db.set_value('Patient', discharge_order['patient'], 'inpatient_status', inpatient_record.status) frappe.db.set_value('Patient Encounter', inpatient_record.discharge_encounter, 'inpatient_status', inpatient_record.status) + def set_details_from_ip_order(inpatient_record, ip_order): for key in ip_order: inpatient_record.set(key, ip_order[key]) + def set_ip_child_records(inpatient_record, inpatient_record_child, encounter_child): for item in encounter_child: table = inpatient_record.append(inpatient_record_child) for df in table.meta.get('fields'): table.set(df.fieldname, item.get(df.fieldname)) + def check_out_inpatient(inpatient_record): if inpatient_record.inpatient_occupancies: for inpatient_occupancy in inpatient_record.inpatient_occupancies: @@ -144,54 +148,88 @@ def check_out_inpatient(inpatient_record): inpatient_occupancy.check_out = now_datetime() frappe.db.set_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "occupancy_status", "Vacant") + def discharge_patient(inpatient_record): - validate_invoiced_inpatient(inpatient_record) + validate_inpatient_invoicing(inpatient_record) inpatient_record.discharge_date = today() inpatient_record.status = "Discharged" inpatient_record.save(ignore_permissions = True) -def validate_invoiced_inpatient(inpatient_record): - pending_invoices = [] + +def validate_inpatient_invoicing(inpatient_record): + if frappe.db.get_single_value("Healthcare Settings", "allow_discharge_despite_unbilled_services"): + return + + pending_invoices = get_pending_invoices(inpatient_record) + + if pending_invoices: + message = _("Cannot mark Inpatient Record as Discharged since there are unbilled services. ") + + formatted_doc_rows = '' + + for doctype, docnames in pending_invoices.items(): + formatted_doc_rows += """ + {0} + {1} + """.format(doctype, docnames) + + message += """ + + + + + + {2} +
{0}{1}
+ """.format(_("Healthcare Service"), _("Documents"), formatted_doc_rows) + + frappe.throw(message, title=_("Unbilled Services"), is_minimizable=True, wide=True) + + +def get_pending_invoices(inpatient_record): + pending_invoices = {} if inpatient_record.inpatient_occupancies: service_unit_names = False for inpatient_occupancy in inpatient_record.inpatient_occupancies: - if inpatient_occupancy.invoiced != 1: + if not inpatient_occupancy.invoiced: if service_unit_names: service_unit_names += ", " + inpatient_occupancy.service_unit else: service_unit_names = inpatient_occupancy.service_unit if service_unit_names: - pending_invoices.append("Inpatient Occupancy (" + service_unit_names + ")") + pending_invoices["Inpatient Occupancy"] = service_unit_names docs = ["Patient Appointment", "Patient Encounter", "Lab Test", "Clinical Procedure"] for doc in docs: - doc_name_list = get_inpatient_docs_not_invoiced(doc, inpatient_record) + doc_name_list = get_unbilled_inpatient_docs(doc, inpatient_record) if doc_name_list: pending_invoices = get_pending_doc(doc, doc_name_list, pending_invoices) - if pending_invoices: - frappe.throw(_("Can not mark Inpatient Record Discharged, there are Unbilled Invoices {0}").format(", " - .join(pending_invoices)), title=_('Unbilled Invoices')) + return pending_invoices + def get_pending_doc(doc, doc_name_list, pending_invoices): if doc_name_list: doc_ids = False for doc_name in doc_name_list: + doc_link = get_link_to_form(doc, doc_name.name) if doc_ids: - doc_ids += ", "+doc_name.name + doc_ids += ", " + doc_link else: - doc_ids = doc_name.name + doc_ids = doc_link if doc_ids: - pending_invoices.append(doc + " (" + doc_ids + ")") + pending_invoices[doc] = doc_ids return pending_invoices -def get_inpatient_docs_not_invoiced(doc, inpatient_record): + +def get_unbilled_inpatient_docs(doc, inpatient_record): return frappe.db.get_list(doc, filters = {'patient': inpatient_record.patient, 'inpatient_record': inpatient_record.name, 'docstatus': 1, 'invoiced': 0}) + def admit_patient(inpatient_record, service_unit, check_in, expected_discharge=None): inpatient_record.admitted_datetime = check_in inpatient_record.status = 'Admitted' @@ -203,6 +241,7 @@ def admit_patient(inpatient_record, service_unit, check_in, expected_discharge=N frappe.db.set_value('Patient', inpatient_record.patient, 'inpatient_status', 'Admitted') frappe.db.set_value('Patient', inpatient_record.patient, 'inpatient_record', inpatient_record.name) + def transfer_patient(inpatient_record, service_unit, check_in): item_line = inpatient_record.append('inpatient_occupancies', {}) item_line.service_unit = service_unit @@ -212,6 +251,7 @@ def transfer_patient(inpatient_record, service_unit, check_in): frappe.db.set_value("Healthcare Service Unit", service_unit, "occupancy_status", "Occupied") + def patient_leave_service_unit(inpatient_record, check_out, leave_from): if inpatient_record.inpatient_occupancies: for inpatient_occupancy in inpatient_record.inpatient_occupancies: @@ -221,6 +261,7 @@ def patient_leave_service_unit(inpatient_record, check_out, leave_from): frappe.db.set_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "occupancy_status", "Vacant") inpatient_record.save(ignore_permissions = True) + @frappe.whitelist() @frappe.validate_and_sanitize_search_inputs def get_leave_from(doctype, txt, searchfield, start, page_len, filters): diff --git a/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py b/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py index 70706adb2e..10990d412d 100644 --- a/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py +++ b/erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py @@ -8,6 +8,8 @@ import unittest from frappe.utils import now_datetime, today from frappe.utils.make_random import get_random from erpnext.healthcare.doctype.inpatient_record.inpatient_record import admit_patient, discharge_patient, schedule_discharge +from erpnext.healthcare.doctype.lab_test.test_lab_test import create_patient_encounter +from erpnext.healthcare.utils import get_encounters_to_invoice class TestInpatientRecord(unittest.TestCase): def test_admit_and_discharge(self): @@ -40,6 +42,60 @@ class TestInpatientRecord(unittest.TestCase): self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_record")) self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_status")) + def test_allow_discharge_despite_unbilled_services(self): + frappe.db.sql("""delete from `tabInpatient Record`""") + setup_inpatient_settings(key="allow_discharge_despite_unbilled_services", value=1) + patient = create_patient() + # Schedule Admission + ip_record = create_inpatient(patient) + ip_record.expected_length_of_stay = 0 + ip_record.save(ignore_permissions = True) + + # Admit + service_unit = get_healthcare_service_unit() + admit_patient(ip_record, service_unit, now_datetime()) + + # Discharge + schedule_discharge(frappe.as_json({"patient": patient})) + self.assertEqual("Vacant", frappe.db.get_value("Healthcare Service Unit", service_unit, "occupancy_status")) + + ip_record = frappe.get_doc("Inpatient Record", ip_record.name) + # Should not validate Pending Invoices + ip_record.discharge() + + self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_record")) + self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_status")) + + setup_inpatient_settings(key="allow_discharge_despite_unbilled_services", value=0) + + def test_do_not_bill_patient_encounters_for_inpatients(self): + frappe.db.sql("""delete from `tabInpatient Record`""") + setup_inpatient_settings(key="do_not_bill_inpatient_encounters", value=1) + patient = create_patient() + # Schedule Admission + ip_record = create_inpatient(patient) + ip_record.expected_length_of_stay = 0 + ip_record.save(ignore_permissions = True) + + # Admit + service_unit = get_healthcare_service_unit() + admit_patient(ip_record, service_unit, now_datetime()) + + # Patient Encounter + patient_encounter = create_patient_encounter() + encounters = get_encounters_to_invoice(patient, "_Test Company") + encounter_ids = [entry.reference_name for entry in encounters] + self.assertFalse(patient_encounter.name in encounter_ids) + + # Discharge + schedule_discharge(frappe.as_json({"patient": patient})) + self.assertEqual("Vacant", frappe.db.get_value("Healthcare Service Unit", service_unit, "occupancy_status")) + + ip_record = frappe.get_doc("Inpatient Record", ip_record.name) + mark_invoiced_inpatient_occupancy(ip_record) + discharge_patient(ip_record) + setup_inpatient_settings(key="do_not_bill_inpatient_encounters", value=0) + def test_validate_overlap_admission(self): frappe.db.sql("""delete from `tabInpatient Record`""") patient = create_patient() @@ -63,6 +119,13 @@ def mark_invoiced_inpatient_occupancy(ip_record): inpatient_occupancy.invoiced = 1 ip_record.save(ignore_permissions = True) + +def setup_inpatient_settings(key, value): + settings = frappe.get_single("Healthcare Settings") + settings.set(key, value) + settings.save() + + def create_inpatient(patient): patient_obj = frappe.get_doc('Patient', patient) inpatient_record = frappe.new_doc('Inpatient Record') @@ -78,6 +141,7 @@ def create_inpatient(patient): inpatient_record.scheduled_date = today() return inpatient_record + def get_healthcare_service_unit(): service_unit = get_random("Healthcare Service Unit", filters={"inpatient_occupancy": 1}) if not service_unit: @@ -105,6 +169,7 @@ def get_healthcare_service_unit(): return service_unit.name return service_unit + def get_service_unit_type(): service_unit_type = get_random("Healthcare Service Unit Type", filters={"inpatient_occupancy": 1}) @@ -116,6 +181,7 @@ def get_service_unit_type(): return service_unit_type.name return service_unit_type + def create_patient(): patient = frappe.db.exists('Patient', '_Test IPD Patient') if not patient: diff --git a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py index 3df7ba1531..b681ed1a22 100644 --- a/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py +++ b/erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py @@ -23,8 +23,10 @@ class TestPatientAppointment(unittest.TestCase): self.assertEquals(appointment.status, 'Open') appointment = create_appointment(patient, practitioner, add_days(nowdate(), 2)) self.assertEquals(appointment.status, 'Scheduled') - create_encounter(appointment) + encounter = create_encounter(appointment) self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed') + encounter.cancel() + self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Open') def test_start_encounter(self): patient, medical_department, practitioner = create_healthcare_docs() diff --git a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py index a061c66a54..7fb159d6b5 100644 --- a/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py +++ b/erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py @@ -5,10 +5,10 @@ from __future__ import unicode_literals import frappe import unittest -from frappe.utils import getdate, flt +from frappe.utils import getdate, flt, nowdate from erpnext.healthcare.doctype.therapy_type.test_therapy_type import create_therapy_type from erpnext.healthcare.doctype.therapy_plan.therapy_plan import make_therapy_session, make_sales_invoice -from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient +from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient, create_appointment class TestTherapyPlan(unittest.TestCase): def test_creation_on_encounter_submission(self): @@ -28,6 +28,15 @@ class TestTherapyPlan(unittest.TestCase): frappe.get_doc(session).submit() self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'Completed') + patient, medical_department, practitioner = create_healthcare_docs() + appointment = create_appointment(patient, practitioner, nowdate()) + session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company', appointment.name) + session = frappe.get_doc(session) + session.submit() + self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed') + session.cancel() + self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Open') + def test_therapy_plan_from_template(self): patient = create_patient() template = create_therapy_plan_template() diff --git a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py index bc0ff1a505..ac01c604dd 100644 --- a/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py +++ b/erpnext/healthcare/doctype/therapy_plan/therapy_plan.py @@ -47,7 +47,7 @@ class TherapyPlan(Document): @frappe.whitelist() -def make_therapy_session(therapy_plan, patient, therapy_type, company): +def make_therapy_session(therapy_plan, patient, therapy_type, company, appointment=None): therapy_type = frappe.get_doc('Therapy Type', therapy_type) therapy_session = frappe.new_doc('Therapy Session') @@ -58,6 +58,7 @@ def make_therapy_session(therapy_plan, patient, therapy_type, company): therapy_session.duration = therapy_type.default_duration therapy_session.rate = therapy_type.rate therapy_session.exercises = therapy_type.exercises + therapy_session.appointment = appointment if frappe.flags.in_test: therapy_session.start_date = today() diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.js b/erpnext/healthcare/doctype/therapy_session/therapy_session.js index a2b01c9c18..fd20003693 100644 --- a/erpnext/healthcare/doctype/therapy_session/therapy_session.js +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.js @@ -19,6 +19,15 @@ frappe.ui.form.on('Therapy Session', { } }; }); + + frm.set_query('appointment', function() { + + return { + filters: { + 'status': ['in', ['Open', 'Scheduled']] + } + }; + }); }, refresh: function(frm) { diff --git a/erpnext/healthcare/doctype/therapy_session/therapy_session.py b/erpnext/healthcare/doctype/therapy_session/therapy_session.py index 85d0970177..c00054421d 100644 --- a/erpnext/healthcare/doctype/therapy_session/therapy_session.py +++ b/erpnext/healthcare/doctype/therapy_session/therapy_session.py @@ -43,7 +43,14 @@ class TherapySession(Document): self.update_sessions_count_in_therapy_plan() insert_session_medical_record(self) + def on_update(self): + if self.appointment: + frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Closed') + def on_cancel(self): + if self.appointment: + frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Open') + self.update_sessions_count_in_therapy_plan(on_cancel=True) def update_sessions_count_in_therapy_plan(self, on_cancel=False): diff --git a/erpnext/healthcare/utils.py b/erpnext/healthcare/utils.py index 96282f50a9..6a499aab7f 100644 --- a/erpnext/healthcare/utils.py +++ b/erpnext/healthcare/utils.py @@ -77,11 +77,13 @@ def get_appointments_to_invoice(patient, company): def get_encounters_to_invoice(patient, company): + if not isinstance(patient, str): + patient = patient.name encounters_to_invoice = [] encounters = frappe.get_list( 'Patient Encounter', fields=['*'], - filters={'patient': patient.name, 'company': company, 'invoiced': False, 'docstatus': 1} + filters={'patient': patient, 'company': company, 'invoiced': False, 'docstatus': 1} ) if encounters: for encounter in encounters: @@ -90,6 +92,10 @@ def get_encounters_to_invoice(patient, company): income_account = None service_item = None if encounter.practitioner: + if encounter.inpatient_record and \ + frappe.db.get_single_value('Healthcare Settings', 'do_not_bill_inpatient_encounters'): + continue + service_item, practitioner_charge = get_service_item_and_practitioner_charge(encounter) income_account = get_income_account(encounter.practitioner, encounter.company) diff --git a/erpnext/hr/doctype/employee/employee.json b/erpnext/hr/doctype/employee/employee.json index 4f1c04ff5d..dc2aaa4a06 100644 --- a/erpnext/hr/doctype/employee/employee.json +++ b/erpnext/hr/doctype/employee/employee.json @@ -813,7 +813,7 @@ "idx": 24, "image_field": "image", "links": [], - "modified": "2020-10-16 15:02:04.283657", + "modified": "2021-01-01 16:54:33.477439", "modified_by": "Administrator", "module": "HR", "name": "Employee", @@ -855,7 +855,6 @@ "write": 1 } ], - "quick_entry": 1, "search_fields": "employee_name", "show_name_in_global_search": 1, "sort_field": "modified", diff --git a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py index 4e9ee3b143..336e13c9b7 100644 --- a/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py +++ b/erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py @@ -38,7 +38,8 @@ class TestEmployeeOnboarding(unittest.TestCase): onboarding.insert() onboarding.submit() - self.assertEqual(onboarding.project, 'Employee Onboarding : Test Researcher - test@researcher.com') + project_name = frappe.db.get_value("Project", onboarding.project, "project_name") + self.assertEqual(project_name, 'Employee Onboarding : Test Researcher - test@researcher.com') # don't allow making employee if onboarding is not complete self.assertRaises(IncompleteTaskError, make_employee, onboarding.name) diff --git a/erpnext/hr/doctype/expense_claim/expense_claim.js b/erpnext/hr/doctype/expense_claim/expense_claim.js index 221300b519..629341ff2a 100644 --- a/erpnext/hr/doctype/expense_claim/expense_claim.js +++ b/erpnext/hr/doctype/expense_claim/expense_claim.js @@ -2,11 +2,21 @@ // License: GNU General Public License v3. See license.txt frappe.provide("erpnext.hr"); +frappe.provide("erpnext.accounts.dimensions"); -erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({ - expense_type: function(doc, cdt, cdn) { +frappe.ui.form.on('Expense Claim', { + onload: function(frm) { + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); + }, + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); + }, +}); + +frappe.ui.form.on('Expense Claim Detail', { + expense_type: function(frm, cdt, cdn) { var d = locals[cdt][cdn]; - if(!doc.company) { + if (!frm.doc.company) { d.expense_type = ""; frappe.msgprint(__("Please set the Company")); this.frm.refresh_fields(); @@ -20,7 +30,7 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({ method: "erpnext.hr.doctype.expense_claim.expense_claim.get_expense_claim_account_and_cost_center", args: { "expense_claim_type": d.expense_type, - "company": doc.company + "company": frm.doc.company }, callback: function(r) { if (r.message) { @@ -32,8 +42,6 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({ } }); -$.extend(cur_frm.cscript, new erpnext.hr.ExpenseClaimController({frm: cur_frm})); - cur_frm.add_fetch('employee', 'company', 'company'); cur_frm.add_fetch('employee','employee_name','employee_name'); cur_frm.add_fetch('expense_type','description','description'); @@ -167,15 +175,6 @@ frappe.ui.form.on("Expense Claim", { }; }); - frm.set_query("cost_center", "expenses", function() { - return { - filters: { - "company": frm.doc.company, - "is_group": 0 - } - }; - }); - frm.set_query("payable_account", function() { return { filters: { diff --git a/erpnext/hr/doctype/expense_claim/test_expense_claim.py b/erpnext/hr/doctype/expense_claim/test_expense_claim.py index 4a0908d457..f9e3a441bf 100644 --- a/erpnext/hr/doctype/expense_claim/test_expense_claim.py +++ b/erpnext/hr/doctype/expense_claim/test_expense_claim.py @@ -20,35 +20,36 @@ class TestExpenseClaim(unittest.TestCase): frappe.db.sql("""delete from `tabProject` where name = "_Test Project 1" """) frappe.db.sql("update `tabExpense Claim` set project = '', task = ''") - frappe.get_doc({ + project = frappe.get_doc({ "project_name": "_Test Project 1", "doctype": "Project" - }).save() + }) + project.save() task = frappe.get_doc(dict( doctype = 'Task', subject = '_Test Project Task 1', status = 'Open', - project = '_Test Project 1' + project = project.name )).insert() task_name = task.name payable_account = get_payable_account(company_name) - make_expense_claim(payable_account, 300, 200, company_name, "Travel Expenses - _TC4", "_Test Project 1", task_name) + make_expense_claim(payable_account, 300, 200, company_name, "Travel Expenses - _TC4", project.name, task_name) self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200) - self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 200) + self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 200) - expense_claim2 = make_expense_claim(payable_account, 600, 500, company_name, "Travel Expenses - _TC4","_Test Project 1", task_name) + expense_claim2 = make_expense_claim(payable_account, 600, 500, company_name, "Travel Expenses - _TC4", project.name, task_name) self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 700) - self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 700) + self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 700) expense_claim2.cancel() self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200) - self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 200) + self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 200) def test_expense_claim_status(self): payable_account = get_payable_account(company_name) diff --git a/erpnext/hr/doctype/job_applicant/job_applicant.json b/erpnext/hr/doctype/job_applicant/job_applicant.json index c13548ab82..1360fd1890 100644 --- a/erpnext/hr/doctype/job_applicant/job_applicant.json +++ b/erpnext/hr/doctype/job_applicant/job_applicant.json @@ -11,15 +11,24 @@ "field_order": [ "applicant_name", "email_id", + "phone_number", + "country", "status", "column_break_3", "job_title", "source", "source_name", + "applicant_rating", "section_break_6", "notes", "cover_letter", - "resume_attachment" + "resume_attachment", + "resume_link", + "section_break_16", + "currency", + "column_break_18", + "lower_range", + "upper_range" ], "fields": [ { @@ -91,12 +100,65 @@ "fieldtype": "Data", "label": "Notes", "read_only": 1 + }, + { + "fieldname": "phone_number", + "fieldtype": "Data", + "label": "Phone Number", + "options": "Phone" + }, + { + "fieldname": "country", + "fieldtype": "Link", + "label": "Country", + "options": "Country" + }, + { + "fieldname": "resume_link", + "fieldtype": "Data", + "label": "Resume Link" + }, + { + "fieldname": "applicant_rating", + "fieldtype": "Rating", + "in_list_view": 1, + "label": "Applicant Rating" + }, + { + "fieldname": "section_break_16", + "fieldtype": "Section Break", + "label": "Salary Expectation" + }, + { + "fieldname": "lower_range", + "fieldtype": "Currency", + "label": "Lower Range", + "options": "currency", + "precision": "0" + }, + { + "fieldname": "upper_range", + "fieldtype": "Currency", + "label": "Upper Range", + "options": "currency", + "precision": "0" + }, + { + "fieldname": "column_break_18", + "fieldtype": "Column Break" + }, + { + "fieldname": "currency", + "fieldtype": "Link", + "label": "Currency", + "options": "Currency" } ], "icon": "fa fa-user", "idx": 1, + "index_web_pages_for_search": 1, "links": [], - "modified": "2020-01-13 16:19:39.113330", + "modified": "2020-09-18 12:39:02.557563", "modified_by": "Administrator", "module": "HR", "name": "Job Applicant", diff --git a/erpnext/hr/doctype/job_opening/job_opening.json b/erpnext/hr/doctype/job_opening/job_opening.json index 4437e02fc8..b8f6df6f7a 100644 --- a/erpnext/hr/doctype/job_opening/job_opening.json +++ b/erpnext/hr/doctype/job_opening/job_opening.json @@ -1,456 +1,188 @@ { - "allow_copy": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "autoname": "field:route", - "beta": 0, - "creation": "2013-01-15 16:13:36", - "custom": 0, - "description": "Description of a Job Opening", - "docstatus": 0, - "doctype": "DocType", - "document_type": "Document", - "editable_grid": 0, - "engine": "InnoDB", + "actions": [], + "autoname": "field:route", + "creation": "2013-01-15 16:13:36", + "description": "Description of a Job Opening", + "doctype": "DocType", + "document_type": "Document", + "engine": "InnoDB", + "field_order": [ + "job_title", + "company", + "status", + "column_break_5", + "designation", + "department", + "staffing_plan", + "planned_vacancies", + "section_break_6", + "publish", + "route", + "column_break_12", + "job_application_route", + "section_break_14", + "description", + "section_break_16", + "currency", + "lower_range", + "upper_range", + "column_break_20", + "publish_salary_range" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "job_title", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Job Title", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "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": "job_title", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Job Title", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "company", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Company", - "length": 0, - "no_copy": 0, - "options": "Company", - "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": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "status", - "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": 1, - "label": "Status", - "length": 0, - "no_copy": 0, - "options": "Open\nClosed", - "permlevel": 0, - "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": "status", + "fieldtype": "Select", + "in_list_view": 1, + "in_standard_filter": 1, + "label": "Status", + "options": "Open\nClosed" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 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, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "column_break_5", + "fieldtype": "Column Break" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "designation", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Designation", - "length": 0, - "no_copy": 0, - "options": "Designation", - "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": "designation", + "fieldtype": "Link", + "label": "Designation", + "options": "Designation", + "reqd": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "department", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Department", - "length": 0, - "no_copy": 0, - "options": "Department", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "department", + "fieldtype": "Link", + "label": "Department", + "options": "Department" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "staffing_plan", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Staffing Plan", - "length": 0, - "no_copy": 0, - "options": "Staffing Plan", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "staffing_plan", + "fieldtype": "Link", + "label": "Staffing Plan", + "options": "Staffing Plan", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "staffing_plan", - "fieldname": "planned_vacancies", - "fieldtype": "Int", - "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": "Planned number of Positions", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 1, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "depends_on": "staffing_plan", + "fieldname": "planned_vacancies", + "fieldtype": "Int", + "label": "Planned number of Positions", + "read_only": 1 + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "section_break_6", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "fieldname": "section_break_6", + "fieldtype": "Section Break" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "publish", - "fieldtype": "Check", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Publish on website", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, + "default": "0", + "fieldname": "publish", + "fieldtype": "Check", + "label": "Publish on website" + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "depends_on": "publish", - "fieldname": "route", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Route", - "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, + "depends_on": "publish", + "fieldname": "route", + "fieldtype": "Data", + "label": "Route", "unique": 1 - }, + }, { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "Job profile, qualifications required etc.", - "fieldname": "description", - "fieldtype": "Text Editor", - "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": "Description", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "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 + "description": "Job profile, qualifications required etc.", + "fieldname": "description", + "fieldtype": "Text Editor", + "in_list_view": 1, + "label": "Description" + }, + { + "fieldname": "column_break_12", + "fieldtype": "Column Break" + }, + { + "fieldname": "section_break_14", + "fieldtype": "Section Break" + }, + { + "collapsible": 1, + "fieldname": "section_break_16", + "fieldtype": "Section Break" + }, + { + "fieldname": "currency", + "fieldtype": "Link", + "label": "Currency", + "options": "Currency" + }, + { + "fieldname": "lower_range", + "fieldtype": "Currency", + "label": "Lower Range", + "options": "currency", + "precision": "0" + }, + { + "fieldname": "upper_range", + "fieldtype": "Currency", + "label": "Upper Range", + "options": "currency", + "precision": "0" + }, + { + "fieldname": "column_break_20", + "fieldtype": "Column Break" + }, + { + "depends_on": "publish", + "description": "Route to the custom Job Application Webform", + "fieldname": "job_application_route", + "fieldtype": "Data", + "label": "Job Application Route" + }, + { + "default": "0", + "fieldname": "publish_salary_range", + "fieldtype": "Check", + "label": "Publish Salary Range" } - ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "icon": "fa fa-bookmark", - "idx": 1, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, - "istable": 0, - "max_attachments": 0, - "modified": "2018-05-20 15:38:44.705823", - "modified_by": "Administrator", - "module": "HR", - "name": "Job Opening", - "owner": "Administrator", + ], + "icon": "fa fa-bookmark", + "idx": 1, + "links": [], + "modified": "2020-09-18 11:23:29.488923", + "modified_by": "Administrator", + "module": "HR", + "name": "Job Opening", + "owner": "Administrator", "permissions": [ { - "amend": 0, - "cancel": 0, - "create": 1, - "delete": 1, - "email": 1, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 1, - "read": 1, - "report": 1, - "role": "HR User", - "set_user_permissions": 0, - "share": 1, - "submit": 0, + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "HR User", + "share": 1, "write": 1 - }, + }, { - "amend": 0, - "cancel": 0, - "create": 0, - "delete": 0, - "email": 0, - "export": 0, - "if_owner": 0, - "import": 0, - "permlevel": 0, - "print": 0, - "read": 1, - "report": 0, - "role": "Guest", - "set_user_permissions": 0, - "share": 0, - "submit": 0, - "write": 0 + "read": 1, + "role": "Guest" } - ], - "quick_entry": 0, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, - "sort_order": "ASC", - "track_changes": 0, - "track_seen": 0 + ], + "sort_field": "modified", + "sort_order": "ASC" } \ No newline at end of file diff --git a/erpnext/hr/doctype/job_opening/job_opening.py b/erpnext/hr/doctype/job_opening/job_opening.py index 00883d75f1..1e89767177 100644 --- a/erpnext/hr/doctype/job_opening/job_opening.py +++ b/erpnext/hr/doctype/job_opening/job_opening.py @@ -43,9 +43,8 @@ class JobOpening(WebsiteGenerator): current_count = designation_counts['employee_count'] + designation_counts['job_openings'] if self.planned_vacancies <= current_count: - frappe.throw(_("Job Openings for designation {0} already open \ - or hiring completed as per Staffing Plan {1}" - .format(self.designation, self.staffing_plan))) + frappe.throw(_("Job Openings for designation {0} already open or hiring completed as per Staffing Plan {1}").format( + self.designation, self.staffing_plan)) def get_context(self, context): context.parents = [{'route': 'jobs', 'title': _('All Jobs') }] @@ -56,7 +55,8 @@ def get_list_context(context): context.get_list = get_job_openings def get_job_openings(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by=None): - fields = ['name', 'status', 'job_title', 'description'] + fields = ['name', 'status', 'job_title', 'description', 'publish_salary_range', + 'lower_range', 'upper_range', 'currency', 'job_application_route'] filters = filters or {} filters.update({ diff --git a/erpnext/hr/doctype/job_opening/templates/job_opening_row.html b/erpnext/hr/doctype/job_opening/templates/job_opening_row.html index 5da8cc82a2..c015101600 100644 --- a/erpnext/hr/doctype/job_opening/templates/job_opening_row.html +++ b/erpnext/hr/doctype/job_opening/templates/job_opening_row.html @@ -1,9 +1,18 @@

{{ doc.job_title }}

{{ doc.description }}

+ {%- if doc.publish_salary_range -%} +

{{_("Salary range per month")}}: {{ frappe.format_value(frappe.utils.flt(doc.lower_range), currency=doc.currency) }} - {{ frappe.format_value(frappe.utils.flt(doc.upper_range), currency=doc.currency) }}

+ {% endif %}
- + {%- if doc.job_application_route -%} + {{ _("Apply Now") }} + {% else %} + + {{ _("Apply Now") }} + {% endif %}
diff --git a/erpnext/hr/doctype/leave_allocation/leave_allocation.json b/erpnext/hr/doctype/leave_allocation/leave_allocation.json index 4b315014da..3a300c0d63 100644 --- a/erpnext/hr/doctype/leave_allocation/leave_allocation.json +++ b/erpnext/hr/doctype/leave_allocation/leave_allocation.json @@ -11,6 +11,7 @@ "employee", "employee_name", "department", + "company", "column_break1", "leave_type", "from_date", @@ -219,6 +220,15 @@ "label": "Leave Policy Assignment", "options": "Leave Policy Assignment", "read_only": 1 + }, + { + "fetch_from": "employee.company", + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company", + "read_only": 1, + "reqd": 1 } ], "icon": "fa fa-ok", @@ -226,7 +236,7 @@ "index_web_pages_for_search": 1, "is_submittable": 1, "links": [], - "modified": "2020-08-20 14:25:10.314323", + "modified": "2021-01-04 18:46:13.184104", "modified_by": "Administrator", "module": "HR", "name": "Leave Allocation", diff --git a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json index 4abba5f2d4..d74760a5cf 100644 --- a/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json +++ b/erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json @@ -1,4 +1,5 @@ { + "actions": [], "creation": "2019-05-09 15:47:39.760406", "doctype": "DocType", "engine": "InnoDB", @@ -8,6 +9,7 @@ "leave_type", "transaction_type", "transaction_name", + "company", "leaves", "column_break_7", "from_date", @@ -106,12 +108,22 @@ "fieldtype": "Link", "label": "Holiday List", "options": "Holiday List" + }, + { + "fetch_from": "employee.company", + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company", + "read_only": 1, + "reqd": 1 } ], "in_create": 1, "index_web_pages_for_search": 1, "is_submittable": 1, - "modified": "2020-09-04 12:16:36.569066", + "links": [], + "modified": "2021-01-04 18:47:45.146652", "modified_by": "Administrator", "module": "HR", "name": "Leave Ledger Entry", diff --git a/erpnext/hr/web_form/job_application/job_application.json b/erpnext/hr/web_form/job_application/job_application.json index f630570c4c..512ba5c555 100644 --- a/erpnext/hr/web_form/job_application/job_application.json +++ b/erpnext/hr/web_form/job_application/job_application.json @@ -1,86 +1,200 @@ { - "accept_payment": 0, - "allow_comments": 1, - "allow_delete": 0, - "allow_edit": 1, - "allow_incomplete": 0, - "allow_multiple": 1, - "allow_print": 0, - "amount": 0.0, - "amount_based_on_field": 0, - "creation": "2016-09-10 02:53:16.598314", - "doc_type": "Job Applicant", - "docstatus": 0, - "doctype": "Web Form", - "idx": 0, - "introduction_text": "", - "is_standard": 1, - "login_required": 0, - "max_attachment_size": 0, - "modified": "2016-12-20 00:21:44.081622", - "modified_by": "Administrator", - "module": "HR", - "name": "job-application", - "owner": "Administrator", - "published": 1, - "route": "job_application", - "show_sidebar": 1, - "sidebar_items": [], - "success_message": "Thank you for applying.", - "success_url": "/jobs", - "title": "Job Application", + "accept_payment": 0, + "allow_comments": 1, + "allow_delete": 0, + "allow_edit": 1, + "allow_incomplete": 0, + "allow_multiple": 1, + "allow_print": 0, + "amount": 0.0, + "amount_based_on_field": 0, + "apply_document_permissions": 0, + "client_script": "frappe.web_form.on('resume_link', (field, value) => {\n if (!frappe.utils.is_url(value)) {\n frappe.msgprint(__('Resume link not valid'));\n }\n});\n", + "creation": "2016-09-10 02:53:16.598314", + "doc_type": "Job Applicant", + "docstatus": 0, + "doctype": "Web Form", + "idx": 0, + "introduction_text": "", + "is_standard": 1, + "login_required": 0, + "max_attachment_size": 0, + "modified": "2020-10-07 19:27:17.143355", + "modified_by": "Administrator", + "module": "HR", + "name": "job-application", + "owner": "Administrator", + "published": 1, + "route": "job_application", + "route_to_success_link": 0, + "show_attachments": 0, + "show_in_grid": 0, + "show_sidebar": 1, + "sidebar_items": [], + "success_message": "Thank you for applying.", + "success_url": "/jobs", + "title": "Job Application", "web_form_fields": [ { - "fieldname": "job_title", - "fieldtype": "Data", - "hidden": 0, - "label": "Job Opening", - "max_length": 0, - "max_value": 0, - "options": "", - "read_only": 1, - "reqd": 0 - }, + "allow_read_on_all_link_options": 0, + "fieldname": "job_title", + "fieldtype": "Data", + "hidden": 0, + "label": "Job Opening", + "max_length": 0, + "max_value": 0, + "options": "", + "read_only": 1, + "reqd": 0, + "show_in_filter": 0 + }, { - "fieldname": "applicant_name", - "fieldtype": "Data", - "hidden": 0, - "label": "Applicant Name", - "max_length": 0, - "max_value": 0, - "read_only": 0, - "reqd": 1 - }, + "allow_read_on_all_link_options": 0, + "fieldname": "applicant_name", + "fieldtype": "Data", + "hidden": 0, + "label": "Applicant Name", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 1, + "show_in_filter": 0 + }, { - "fieldname": "email_id", - "fieldtype": "Data", - "hidden": 0, - "label": "Email Address", - "max_length": 0, - "max_value": 0, - "options": "Email", - "read_only": 0, - "reqd": 1 - }, + "allow_read_on_all_link_options": 0, + "fieldname": "email_id", + "fieldtype": "Data", + "hidden": 0, + "label": "Email Address", + "max_length": 0, + "max_value": 0, + "options": "Email", + "read_only": 0, + "reqd": 1, + "show_in_filter": 0 + }, { - "fieldname": "cover_letter", - "fieldtype": "Text", - "hidden": 0, - "label": "Cover Letter", - "max_length": 0, - "max_value": 0, - "read_only": 0, - "reqd": 0 - }, + "allow_read_on_all_link_options": 0, + "fieldname": "phone_number", + "fieldtype": "Data", + "hidden": 0, + "label": "Phone Number", + "max_length": 0, + "max_value": 0, + "options": "Phone", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, { - "fieldname": "resume_attachment", - "fieldtype": "Attach", - "hidden": 0, - "label": "Resume Attachment", - "max_length": 0, - "max_value": 0, - "read_only": 0, - "reqd": 0 + "allow_read_on_all_link_options": 0, + "fieldname": "country", + "fieldtype": "Link", + "hidden": 0, + "label": "Country of Residence", + "max_length": 0, + "max_value": 0, + "options": "Country", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "cover_letter", + "fieldtype": "Text", + "hidden": 0, + "label": "Cover Letter", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "resume_link", + "fieldtype": "Data", + "hidden": 0, + "label": "Resume Link", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "", + "fieldtype": "Section Break", + "hidden": 0, + "label": "Expected Salary Range per month", + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 1, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "currency", + "fieldtype": "Link", + "hidden": 0, + "label": "Currency", + "max_length": 0, + "max_value": 0, + "options": "Currency", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "", + "fieldtype": "Column Break", + "hidden": 0, + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "lower_range", + "fieldtype": "Currency", + "hidden": 0, + "label": "Lower Range", + "max_length": 0, + "max_value": 0, + "options": "currency", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "", + "fieldtype": "Column Break", + "hidden": 0, + "max_length": 0, + "max_value": 0, + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 + }, + { + "allow_read_on_all_link_options": 0, + "fieldname": "upper_range", + "fieldtype": "Currency", + "hidden": 0, + "label": "Upper Range", + "max_length": 0, + "max_value": 0, + "options": "currency", + "read_only": 0, + "reqd": 0, + "show_in_filter": 0 } ] } \ No newline at end of file diff --git a/erpnext/loan_management/desk_page/loan/loan.json b/erpnext/loan_management/desk_page/loan/loan.json index fc59c19325..75036bd097 100644 --- a/erpnext/loan_management/desk_page/loan/loan.json +++ b/erpnext/loan_management/desk_page/loan/loan.json @@ -23,7 +23,7 @@ { "hidden": 0, "label": "Reports", - "links": "[\n {\n \"doctype\": \"Loan Repayment\",\n \"is_query_report\": true,\n \"label\": \"Loan Repayment and Closure\",\n \"name\": \"Loan Repayment and Closure\",\n \"route\": \"#query-report/Loan Repayment and Closure\",\n \"type\": \"report\"\n },\n {\n \"doctype\": \"Loan Security Pledge\",\n \"is_query_report\": true,\n \"label\": \"Loan Security Status\",\n \"name\": \"Loan Security Status\",\n \"route\": \"#query-report/Loan Security Status\",\n \"type\": \"report\"\n }\n]" + "links": "[\n {\n \"doctype\": \"Loan Repayment\",\n \"is_query_report\": true,\n \"label\": \"Loan Repayment and Closure\",\n \"name\": \"Loan Repayment and Closure\",\n \"route\": \"#query-report/Loan Repayment and Closure\",\n \"type\": \"report\"\n },\n {\n \"doctype\": \"Loan Security Pledge\",\n \"is_query_report\": true,\n \"label\": \"Loan Security Status\",\n \"name\": \"Loan Security Status\",\n \"route\": \"#query-report/Loan Security Status\",\n \"type\": \"report\"\n },\n {\n \"doctype\": \"Loan Interest Accrual\",\n \"is_query_report\": true,\n \"label\": \"Loan Interest Report\",\n \"name\": \"Loan Interest Report\",\n \"route\": \"#query-report/Loan Interest Report\",\n \"type\": \"report\"\n },\n {\n \"doctype\": \"Loan Security\",\n \"is_query_report\": true,\n \"label\": \"Loan Security Exposure\",\n \"name\": \"Loan Security Exposure\",\n \"route\": \"#query-report/Loan Security Exposure\",\n \"type\": \"report\"\n },\n {\n \"doctype\": \"Loan Security\",\n \"is_query_report\": true,\n \"label\": \"Applicant-Wise Loan Security Exposure\",\n \"name\": \"Applicant-Wise Loan Security Exposure\",\n \"route\": \"#query-report/Applicant-Wise Loan Security Exposure\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -38,7 +38,7 @@ "idx": 0, "is_standard": 1, "label": "Loan", - "modified": "2020-10-17 12:59:50.336085", + "modified": "2021-01-17 07:21:22.092184", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan", diff --git a/erpnext/loan_management/doctype/loan/loan.py b/erpnext/loan_management/doctype/loan/loan.py index 2e0a4d13ab..e607d4f3cb 100644 --- a/erpnext/loan_management/doctype/loan/loan.py +++ b/erpnext/loan_management/doctype/loan/loan.py @@ -202,7 +202,9 @@ def request_loan_closure(loan, posting_date=None): # checking greater than 0 as there may be some minor precision error if pending_amount < write_off_limit: - # update status as loan closure requested + # Auto create loan write off and update status as loan closure requested + write_off = make_loan_write_off(loan) + write_off.submit() frappe.db.set_value('Loan', loan, 'status', 'Loan Closure Requested') else: frappe.throw(_("Cannot close loan as there is an outstanding of {0}").format(pending_amount)) @@ -336,13 +338,13 @@ def create_loan_security_unpledge(unpledge_map, loan, company, applicant_type, a return unpledge_request def validate_employee_currency_with_company_currency(applicant, company): - from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_employee_currency - if not applicant: - frappe.throw(_("Please select Applicant")) - if not company: - frappe.throw(_("Please select Company")) - employee_currency = get_employee_currency(applicant) - company_currency = erpnext.get_company_currency(company) - if employee_currency != company_currency: - frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}") - .format(applicant, employee_currency)) + from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_employee_currency + if not applicant: + frappe.throw(_("Please select Applicant")) + if not company: + frappe.throw(_("Please select Company")) + employee_currency = get_employee_currency(applicant) + company_currency = erpnext.get_company_currency(company) + if employee_currency != company_currency: + frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}") + .format(applicant, employee_currency)) diff --git a/erpnext/loan_management/doctype/loan/test_loan.py b/erpnext/loan_management/doctype/loan/test_loan.py index 8b1f9a2266..f3c9db6233 100644 --- a/erpnext/loan_management/doctype/loan/test_loan.py +++ b/erpnext/loan_management/doctype/loan/test_loan.py @@ -321,7 +321,7 @@ class TestLoan(unittest.TestCase): self.assertEquals(sum(pledged_qty.values()), 0) amounts = amounts = calculate_amounts(loan.name, add_days(last_date, 5)) - self.assertTrue(amounts['pending_principal_amount'] < 0) + self.assertEqual(amounts['pending_principal_amount'], 0) self.assertEquals(amounts['payable_principal_amount'], 0.0) self.assertEqual(amounts['interest_amount'], 0) @@ -362,6 +362,27 @@ class TestLoan(unittest.TestCase): unpledge_request.load_from_db() self.assertEqual(unpledge_request.docstatus, 1) + def test_santined_loan_security_unpledge(self): + pledge = [{ + "loan_security": "Test Security 1", + "qty": 4000.00 + }] + + loan_application = create_loan_application('_Test Company', self.applicant2, 'Demand Loan', pledge) + create_pledge(loan_application) + + loan = create_demand_loan(self.applicant2, "Demand Loan", loan_application, posting_date='2019-10-01') + loan.submit() + + self.assertEquals(loan.loan_amount, 1000000) + + unpledge_map = {'Test Security 1': 4000} + unpledge_request = unpledge_security(loan=loan.name, security_map = unpledge_map, save=1) + unpledge_request.submit() + unpledge_request.status = 'Approved' + unpledge_request.save() + unpledge_request.submit() + def test_disbursal_check_with_shortfall(self): pledges = [{ "loan_security": "Test Security 2", @@ -452,7 +473,7 @@ class TestLoan(unittest.TestCase): self.assertEquals(loan.status, "Loan Closure Requested") amounts = calculate_amounts(loan.name, add_days(last_date, 5)) - self.assertTrue(amounts['pending_principal_amount'] < 0.0) + self.assertEqual(amounts['pending_principal_amount'], 0.0) def test_partial_unaccrued_interest_payment(self): pledge = [{ diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json index f157f0df8f..185bf7a666 100644 --- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json +++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json @@ -22,6 +22,7 @@ "paid_principal_amount", "column_break_14", "interest_amount", + "total_pending_interest_amount", "paid_interest_amount", "penalty_amount", "section_break_15", @@ -172,13 +173,19 @@ "hidden": 1, "label": "Last Accrual Date", "read_only": 1 + }, + { + "fieldname": "total_pending_interest_amount", + "fieldtype": "Currency", + "label": "Total Pending Interest Amount", + "options": "Company:company:default_currency" } ], "in_create": 1, "index_web_pages_for_search": 1, "is_submittable": 1, "links": [], - "modified": "2020-11-07 05:49:25.448875", + "modified": "2021-01-10 00:15:21.544140", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Interest Accrual", diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py index d17f5af490..7d7992d40a 100644 --- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py +++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py @@ -100,6 +100,8 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i interest_per_day = get_per_day_interest(pending_principal_amount, loan.rate_of_interest, posting_date) payable_interest = interest_per_day * no_of_days + pending_amounts = calculate_amounts(loan.name, posting_date, payment_type='Loan Closure') + args = frappe._dict({ 'loan': loan.name, 'applicant_type': loan.applicant_type, @@ -108,7 +110,8 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i 'loan_account': loan.loan_account, 'pending_principal_amount': pending_principal_amount, 'interest_amount': payable_interest, - 'penalty_amount': calculate_amounts(loan.name, posting_date)['penalty_amount'], + 'total_pending_interest_amount': pending_amounts['interest_amount'], + 'penalty_amount': pending_amounts['penalty_amount'], 'process_loan_interest': process_loan_interest, 'posting_date': posting_date, 'accrual_type': accrual_type @@ -202,6 +205,7 @@ def make_loan_interest_accrual_entry(args): loan_interest_accrual.loan_account = args.loan_account loan_interest_accrual.pending_principal_amount = flt(args.pending_principal_amount, precision) loan_interest_accrual.interest_amount = flt(args.interest_amount, precision) + loan_interest_accrual.total_pending_interest_amount = flt(args.total_pending_interest_amount, precision) loan_interest_accrual.penalty_amount = flt(args.penalty_amount, precision) loan_interest_accrual.posting_date = args.posting_date or nowdate() loan_interest_accrual.process_loan_interest_accrual = args.process_loan_interest diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py index 46a6440553..85e008ac29 100644 --- a/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py +++ b/erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py @@ -37,10 +37,8 @@ class TestLoanInterestAccrual(unittest.TestCase): loan_application = create_loan_application('_Test Company', self.applicant, 'Demand Loan', pledge) create_pledge(loan_application) - loan = create_demand_loan(self.applicant, "Demand Loan", loan_application, posting_date=get_first_day(nowdate())) - loan.submit() first_date = '2019-10-01' @@ -50,11 +48,46 @@ class TestLoanInterestAccrual(unittest.TestCase): accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \ / (days_in_year(get_datetime(first_date).year) * 100) - make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) - process_loan_interest_accrual_for_demand_loans(posting_date=last_date) - loan_interest_accural = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name}) self.assertEquals(flt(loan_interest_accural.interest_amount, 0), flt(accrued_interest_amount, 0)) + + def test_accumulated_amounts(self): + pledge = [{ + "loan_security": "Test Security 1", + "qty": 4000.00 + }] + + loan_application = create_loan_application('_Test Company', self.applicant, 'Demand Loan', pledge) + create_pledge(loan_application) + loan = create_demand_loan(self.applicant, "Demand Loan", loan_application, + posting_date=get_first_day(nowdate())) + loan.submit() + + first_date = '2019-10-01' + last_date = '2019-10-30' + + no_of_days = date_diff(last_date, first_date) + 1 + accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \ + / (days_in_year(get_datetime(first_date).year) * 100) + make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date) + process_loan_interest_accrual_for_demand_loans(posting_date=last_date) + loan_interest_accrual = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name}) + + self.assertEquals(flt(loan_interest_accrual.interest_amount, 0), flt(accrued_interest_amount, 0)) + + next_start_date = '2019-10-31' + next_end_date = '2019-11-29' + + no_of_days = date_diff(next_end_date, next_start_date) + 1 + process = process_loan_interest_accrual_for_demand_loans(posting_date=next_end_date) + new_accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \ + / (days_in_year(get_datetime(first_date).year) * 100) + + total_pending_interest_amount = flt(accrued_interest_amount + new_accrued_interest_amount, 0) + + loan_interest_accrual = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name, + 'process_loan_interest_accrual': process}) + self.assertEquals(flt(loan_interest_accrual.total_pending_interest_amount, 0), total_pending_interest_amount) diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py index 415ba993c7..ac30c91b67 100644 --- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py +++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py @@ -377,7 +377,7 @@ def get_amounts(amounts, against_loan, posting_date): amounts["penalty_amount"] = flt(penalty_amount, precision) amounts["payable_amount"] = flt(payable_principal_amount + total_pending_interest + penalty_amount, precision) amounts["pending_accrual_entries"] = pending_accrual_entries - amounts["unaccrued_interest"] = unaccrued_interest + amounts["unaccrued_interest"] = flt(unaccrued_interest, precision) if final_due_date: amounts["due_date"] = final_due_date diff --git a/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json b/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json index a55b482bd6..b6e8763756 100644 --- a/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json +++ b/erpnext/loan_management/doctype/loan_security_price/loan_security_price.json @@ -7,6 +7,7 @@ "engine": "InnoDB", "field_order": [ "loan_security", + "loan_security_name", "loan_security_type", "column_break_2", "uom", @@ -79,10 +80,18 @@ "label": "Loan Security Type", "options": "Loan Security Type", "read_only": 1 + }, + { + "fetch_from": "loan_security.loan_security_name", + "fieldname": "loan_security_name", + "fieldtype": "Data", + "label": "Loan Security Name", + "read_only": 1 } ], + "index_web_pages_for_search": 1, "links": [], - "modified": "2020-06-11 03:41:33.900340", + "modified": "2021-01-17 07:41:49.598086", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Security Price", diff --git a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py index 61c418d3d3..c4c2d68378 100644 --- a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py +++ b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py @@ -44,10 +44,16 @@ class LoanSecurityUnpledge(Document): "valid_upto": (">=", get_datetime()) }, as_list=1)) - total_payment, principal_paid, interest_payable, written_off_amount = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid', - 'total_interest_payable', 'written_off_amount']) + loan_details = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid', + 'total_interest_payable', 'written_off_amount', 'disbursed_amount', 'status'], as_dict=1) + + if loan_details.status == 'Disbursed': + pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \ + - flt(loan_details.total_principal_paid) - flt(loan_details.written_off_amount) + else: + pending_principal_amount = flt(loan_details.disbursed_amount) - flt(loan_details.total_interest_payable) \ + - flt(loan_details.total_principal_paid) - flt(loan_details.written_off_amount) - pending_principal_amount = flt(total_payment) - flt(interest_payable) - flt(principal_paid) - flt(written_off_amount) security_value = 0 unpledge_qty_map = {} ltv_ratio = 0 diff --git a/erpnext/loan_management/doctype/loan_type/loan_type.json b/erpnext/loan_management/doctype/loan_type/loan_type.json index 18a97315f0..3ef53044c2 100644 --- a/erpnext/loan_management/doctype/loan_type/loan_type.json +++ b/erpnext/loan_management/doctype/loan_type/loan_type.json @@ -144,17 +144,17 @@ }, { "allow_on_submit": 1, - "description": "Pending amount that will be automatically ignored on loan closure request ", + "description": "Loan Write Off will be automatically created on loan closure request if pending amount is below this limit", "fieldname": "write_off_amount", "fieldtype": "Currency", - "label": "Write Off Amount ", + "label": "Auto Write Off Amount ", "options": "Company:company:default_currency" } ], "index_web_pages_for_search": 1, "is_submittable": 1, "links": [], - "modified": "2020-10-26 07:13:55.029811", + "modified": "2021-01-17 06:51:26.082879", "modified_by": "Administrator", "module": "Loan Management", "name": "Loan Type", diff --git a/erpnext/loan_management/doctype/pledge/pledge.json b/erpnext/loan_management/doctype/pledge/pledge.json index 801e3a3117..c23479c825 100644 --- a/erpnext/loan_management/doctype/pledge/pledge.json +++ b/erpnext/loan_management/doctype/pledge/pledge.json @@ -6,6 +6,7 @@ "engine": "InnoDB", "field_order": [ "loan_security", + "loan_security_name", "loan_security_type", "loan_security_code", "uom", @@ -85,11 +86,18 @@ "label": "Post Haircut Amount", "options": "Company:company:default_currency", "read_only": 1 + }, + { + "fetch_from": "loan_security.loan_security_name", + "fieldname": "loan_security_name", + "fieldtype": "Data", + "label": "Loan Security Name", + "read_only": 1 } ], "istable": 1, "links": [], - "modified": "2020-11-05 10:07:15.424937", + "modified": "2021-01-17 07:41:12.452514", "modified_by": "Administrator", "module": "Loan Management", "name": "Pledge", diff --git a/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json b/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json index ffc3671132..3feb3055a6 100644 --- a/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json +++ b/erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json @@ -30,7 +30,7 @@ ], "is_submittable": 1, "links": [], - "modified": "2020-02-01 08:14:05.845161", + "modified": "2021-01-17 03:59:14.494557", "modified_by": "Administrator", "module": "Loan Management", "name": "Process Loan Security Shortfall", @@ -45,7 +45,9 @@ "read": 1, "report": 1, "role": "System Manager", + "select": 1, "share": 1, + "submit": 1, "write": 1 }, { @@ -57,7 +59,9 @@ "read": 1, "report": 1, "role": "Loan Manager", + "select": 1, "share": 1, + "submit": 1, "write": 1 } ], diff --git a/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json b/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json index 3e7e778a25..a0b3a79b56 100644 --- a/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json +++ b/erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json @@ -6,6 +6,7 @@ "engine": "InnoDB", "field_order": [ "loan_security", + "loan_security_name", "qty", "loan_security_price", "amount", @@ -56,12 +57,19 @@ "label": "Post Haircut Amount", "options": "Company:company:default_currency", "read_only": 1 + }, + { + "fetch_from": "loan_security.loan_security_name", + "fieldname": "loan_security_name", + "fieldtype": "Data", + "label": "Loan Security Name", + "read_only": 1 } ], "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2020-11-05 10:07:37.542344", + "modified": "2021-01-17 07:29:01.671722", "modified_by": "Administrator", "module": "Loan Management", "name": "Proposed Pledge", diff --git a/erpnext/loan_management/doctype/unpledge/unpledge.json b/erpnext/loan_management/doctype/unpledge/unpledge.json index 00356685eb..0091e6c43d 100644 --- a/erpnext/loan_management/doctype/unpledge/unpledge.json +++ b/erpnext/loan_management/doctype/unpledge/unpledge.json @@ -6,6 +6,7 @@ "engine": "InnoDB", "field_order": [ "loan_security", + "loan_security_name", "loan_security_type", "loan_security_code", "haircut", @@ -61,12 +62,19 @@ "fieldtype": "Percent", "label": "Haircut", "read_only": 1 + }, + { + "fetch_from": "loan_security.loan_security_name", + "fieldname": "loan_security_name", + "fieldtype": "Data", + "label": "Loan Security Name", + "read_only": 1 } ], "index_web_pages_for_search": 1, "istable": 1, "links": [], - "modified": "2020-11-05 10:07:28.106961", + "modified": "2021-01-17 07:36:20.212342", "modified_by": "Administrator", "module": "Loan Management", "name": "Unpledge", diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/__init__.py b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js new file mode 100644 index 0000000000..73d60c4045 --- /dev/null +++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js @@ -0,0 +1,16 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Applicant-Wise Loan Security Exposure"] = { + "filters": [ + { + "fieldname":"company", + "label": __("Company"), + "fieldtype": "Link", + "options": "Company", + "default": frappe.defaults.get_user_default("Company"), + "reqd": 1 + } + ] +}; diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json new file mode 100644 index 0000000000..a778cd7055 --- /dev/null +++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json @@ -0,0 +1,29 @@ +{ + "add_total_row": 0, + "columns": [], + "creation": "2021-01-15 23:48:38.913514", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "filters": [], + "idx": 0, + "is_standard": "Yes", + "modified": "2021-01-15 23:48:38.913514", + "modified_by": "Administrator", + "module": "Loan Management", + "name": "Applicant-Wise Loan Security Exposure", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Loan Security", + "report_name": "Applicant-Wise Loan Security Exposure", + "report_type": "Script Report", + "roles": [ + { + "role": "System Manager" + }, + { + "role": "Loan Manager" + } + ] +} \ No newline at end of file diff --git a/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py new file mode 100644 index 0000000000..6d7c3b730d --- /dev/null +++ b/erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py @@ -0,0 +1,123 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +import erpnext +from frappe import _ +from frappe.utils import get_datetime, flt +from six import iteritems + +def execute(filters=None): + columns = get_columns(filters) + data = get_data(filters) + return columns, data + + +def get_columns(filters): + columns = [ + {"label": _("Applicant Type"), "fieldname": "applicant_type", "options": "DocType", "width": 100}, + {"label": _("Applicant Name"), "fieldname": "applicant_name", "fieldtype": "Dynamic Link", "options": "applicant_type", "width": 150}, + {"label": _("Loan Security"), "fieldname": "loan_security", "fieldtype": "Link", "options": "Loan Security", "width": 160}, + {"label": _("Loan Security Code"), "fieldname": "loan_security_code", "fieldtype": "Data", "width": 100}, + {"label": _("Loan Security Name"), "fieldname": "loan_security_name", "fieldtype": "Data", "width": 150}, + {"label": _("Haircut"), "fieldname": "haircut", "fieldtype": "Percent", "width": 100}, + {"label": _("Loan Security Type"), "fieldname": "loan_security_type", "fieldtype": "Link", "options": "Loan Security Type", "width": 120}, + {"label": _("Disabled"), "fieldname": "disabled", "fieldtype": "Check", "width": 80}, + {"label": _("Total Qty"), "fieldname": "total_qty", "fieldtype": "Float", "width": 100}, + {"label": _("Latest Price"), "fieldname": "latest_price", "fieldtype": "Currency", "options": "currency", "width": 100}, + {"label": _("Current Value"), "fieldname": "current_value", "fieldtype": "Currency", "options": "currency", "width": 100}, + {"label": _("% Of Applicant Portfolio"), "fieldname": "portfolio_percent", "fieldtype": "Percentage", "width": 100}, + {"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100}, + ] + + return columns + +def get_data(filters): + data = [] + loan_security_details = get_loan_security_details(filters) + pledge_values, total_value_map, applicant_type_map = get_applicant_wise_total_loan_security_qty(filters, + loan_security_details) + + currency = erpnext.get_company_currency(filters.get('company')) + + for key, qty in iteritems(pledge_values): + row = {} + current_value = flt(qty * loan_security_details.get(key[1])['latest_price']) + row.update(loan_security_details.get(key[1])) + row.update({ + 'applicant_type': applicant_type_map.get(key[0]), + 'applicant_name': key[0], + 'total_qty': qty, + 'current_value': current_value, + 'portfolio_percent': flt(current_value * 100 / total_value_map.get(key[0]), 2), + 'currency': currency + }) + + data.append(row) + + return data + +def get_loan_security_details(filters): + security_detail_map = {} + + loan_security_price_map = frappe._dict(frappe.db.sql(""" + SELECT loan_security, loan_security_price + FROM `tabLoan Security Price` t1 + WHERE valid_from >= (SELECT MAX(valid_from) FROM `tabLoan Security Price` t2 + WHERE t1.loan_security = t2.loan_security) + """, as_list=1)) + + loan_security_details = frappe.get_all('Loan Security', fields=['name as loan_security', + 'loan_security_code', 'loan_security_name', 'haircut', 'loan_security_type', + 'disabled']) + + for security in loan_security_details: + security.update({'latest_price': flt(loan_security_price_map.get(security.loan_security))}) + security_detail_map.setdefault(security.loan_security, security) + + return security_detail_map + +def get_applicant_wise_total_loan_security_qty(filters, loan_security_details): + current_pledges = {} + total_value_map = {} + applicant_type_map = {} + applicant_wise_unpledges = {} + conditions = "" + + if filters.get('company'): + conditions = "AND company = %(company)s" + + unpledges = frappe.db.sql(""" + SELECT up.applicant, u.loan_security, sum(u.qty) as qty + FROM `tabLoan Security Unpledge` up, `tabUnpledge` u + WHERE u.parent = up.name + AND up.status = 'Approved' + {conditions} + GROUP BY up.applicant, u.loan_security + """.format(conditions=conditions), filters, as_dict=1) + + for unpledge in unpledges: + applicant_wise_unpledges.setdefault((unpledge.applicant, unpledge.loan_security), unpledge.qty) + + pledges = frappe.db.sql(""" + SELECT lp.applicant_type, lp.applicant, p.loan_security, sum(p.qty) as qty + FROM `tabLoan Security Pledge` lp, `tabPledge`p + WHERE p.parent = lp.name + AND lp.status = 'Pledged' + {conditions} + GROUP BY lp.applicant, p.loan_security + """.format(conditions=conditions), filters, as_dict=1) + + for security in pledges: + current_pledges.setdefault((security.applicant, security.loan_security), security.qty) + total_value_map.setdefault(security.applicant, 0.0) + applicant_type_map.setdefault(security.applicant, security.applicant_type) + + current_pledges[(security.applicant, security.loan_security)] -= \ + applicant_wise_unpledges.get((security.applicant, security.loan_security), 0.0) + + total_value_map[security.applicant] += current_pledges.get((security.applicant, security.loan_security)) \ + * loan_security_details.get(security.loan_security)['latest_price'] + + return current_pledges, total_value_map, applicant_type_map \ No newline at end of file diff --git a/erpnext/loan_management/report/loan_interest_report/__init__.py b/erpnext/loan_management/report/loan_interest_report/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.js b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.js new file mode 100644 index 0000000000..a227b6d797 --- /dev/null +++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.js @@ -0,0 +1,16 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Loan Interest Report"] = { + "filters": [ + { + "fieldname":"company", + "label": __("Company"), + "fieldtype": "Link", + "options": "Company", + "default": frappe.defaults.get_user_default("Company"), + "reqd": 1 + } + ] +}; diff --git a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.json b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.json new file mode 100644 index 0000000000..321d6064e3 --- /dev/null +++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.json @@ -0,0 +1,29 @@ +{ + "add_total_row": 1, + "columns": [], + "creation": "2021-01-10 02:03:26.742693", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "filters": [], + "idx": 0, + "is_standard": "Yes", + "modified": "2021-01-10 02:03:26.742693", + "modified_by": "Administrator", + "module": "Loan Management", + "name": "Loan Interest Report", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Loan Interest Accrual", + "report_name": "Loan Interest Report", + "report_type": "Script Report", + "roles": [ + { + "role": "System Manager" + }, + { + "role": "Loan Manager" + } + ] +} \ No newline at end of file diff --git a/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py new file mode 100644 index 0000000000..aa0325ef35 --- /dev/null +++ b/erpnext/loan_management/report/loan_interest_report/loan_interest_report.py @@ -0,0 +1,124 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +import erpnext +from frappe import _ +from frappe.utils import flt, getdate, add_days + + +def execute(filters=None): + columns = get_columns(filters) + data = get_active_loan_details(filters) + return columns, data + +def get_columns(filters): + columns = [ + {"label": _("Loan"), "fieldname": "loan", "fieldtype": "Link", "options": "Loan", "width": 160}, + {"label": _("Status"), "fieldname": "status", "fieldtype": "Data", "width": 160}, + {"label": _("Applicant Type"), "fieldname": "applicant_type", "options": "DocType", "width": 100}, + {"label": _("Applicant Name"), "fieldname": "applicant_name", "fieldtype": "Dynamic Link", "options": "applicant_type", "width": 150}, + {"label": _("Loan Type"), "fieldname": "loan_type", "fieldtype": "Link", "options": "Loan Type", "width": 100}, + {"label": _("Sanctioned Amount"), "fieldname": "sanctioned_amount", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Disbursed Amount"), "fieldname": "disbursed_amount", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Penalty Amount"), "fieldname": "penalty", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Accrued Interest"), "fieldname": "accrued_interest", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Total Repayment"), "fieldname": "total_repayment", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Principal Outstanding"), "fieldname": "principal_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Interest Outstanding"), "fieldname": "interest_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Total Outstanding"), "fieldname": "total_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Undue Booked Interest"), "fieldname": "undue_interest", "fieldtype": "Currency", "options": "currency", "width": 120}, + {"label": _("Interest %"), "fieldname": "rate_of_interest", "fieldtype": "Percent", "width": 100}, + {"label": _("Penalty Interest %"), "fieldname": "penalty_interest", "fieldtype": "Percent", "width": 100}, + {"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100}, + ] + + return columns + +def get_active_loan_details(filters): + + filter_obj = {"status": ("!=", "Closed")} + if filters.get('company'): + filter_obj.update({'company': filters.get('company')}) + + loan_details = frappe.get_all("Loan", + fields=["name as loan", "applicant_type", "applicant as applicant_name", "loan_type", + "disbursed_amount", "rate_of_interest", "total_payment", "total_principal_paid", + "total_interest_payable", "written_off_amount", "status"], + filters=filter_obj) + + loan_list = [d.loan for d in loan_details] + + sanctioned_amount_map = get_sanctioned_amount_map() + penal_interest_rate_map = get_penal_interest_rate_map() + payments = get_payments(loan_list) + accrual_map = get_interest_accruals(loan_list) + currency = erpnext.get_company_currency(filters.get('company')) + + for loan in loan_details: + loan.update({ + "sanctioned_amount": flt(sanctioned_amount_map.get(loan.applicant_name)), + "principal_outstanding": flt(loan.total_payment) - flt(loan.total_principal_paid) \ + - flt(loan.total_interest_payable) - flt(loan.written_off_amount), + "total_repayment": flt(payments.get(loan.loan)), + "accrued_interest": flt(accrual_map.get(loan.loan, {}).get("accrued_interest")), + "interest_outstanding": flt(accrual_map.get(loan.loan, {}).get("interest_outstanding")), + "penalty": flt(accrual_map.get(loan.loan, {}).get("penalty")), + "penalty_interest": penal_interest_rate_map.get(loan.loan_type), + "undue_interest": flt(accrual_map.get(loan.loan, {}).get("undue_interest")), + "currency": currency + }) + + loan['total_outstanding'] = loan['principal_outstanding'] + loan['interest_outstanding'] \ + + loan['penalty'] + + return loan_details + +def get_sanctioned_amount_map(): + return frappe._dict(frappe.get_all("Sanctioned Loan Amount", fields=["applicant", "sanctioned_amount_limit"], + as_list=1)) + +def get_payments(loans): + return frappe._dict(frappe.get_all("Loan Repayment", fields=["against_loan", "sum(amount_paid)"], + filters={"against_loan": ("in", loans)}, group_by="against_loan", as_list=1)) + +def get_interest_accruals(loans): + accrual_map = {} + + interest_accruals = frappe.get_all("Loan Interest Accrual", + fields=["loan", "interest_amount", "posting_date", "penalty_amount", + "paid_interest_amount", "accrual_type"], filters={"loan": ("in", loans)}, order_by="posting_date desc") + + for entry in interest_accruals: + accrual_map.setdefault(entry.loan, { + "accrued_interest": 0.0, + "undue_interest": 0.0, + "interest_outstanding": 0.0, + "last_accrual_date": '', + "due_date": '' + }) + + if entry.accrual_type == 'Regular': + if not accrual_map[entry.loan]['due_date']: + accrual_map[entry.loan]['due_date'] = add_days(entry.posting_date, 1) + if not accrual_map[entry.loan]['last_accrual_date']: + accrual_map[entry.loan]['last_accrual_date'] = entry.posting_date + + due_date = accrual_map[entry.loan]['due_date'] + last_accrual_date = accrual_map[entry.loan]['last_accrual_date'] + + if due_date and getdate(entry.posting_date) < getdate(due_date): + accrual_map[entry.loan]["interest_outstanding"] += entry.interest_amount - entry.paid_interest_amount + else: + accrual_map[entry.loan]['undue_interest'] += entry.interest_amount - entry.paid_interest_amount + + accrual_map[entry.loan]["accrued_interest"] += entry.interest_amount + + if last_accrual_date and getdate(entry.posting_date) == last_accrual_date: + accrual_map[entry.loan]["penalty"] = entry.penalty_amount + + return accrual_map + +def get_penal_interest_rate_map(): + return frappe._dict(frappe.get_all("Loan Type", fields=["name", "penalty_interest_rate"], as_list=1)) \ No newline at end of file diff --git a/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py b/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py index b63cc8ed5a..c6f6b990cc 100644 --- a/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py +++ b/erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py @@ -103,7 +103,7 @@ def get_data(filters): loan_repayments = frappe.get_all("Loan Repayment", filters = query_filters, - fields=["posting_date", "applicant", "name", "against_loan", "payment_type", "payable_amount", + fields=["posting_date", "applicant", "name", "against_loan", "payable_amount", "pending_principal_amount", "interest_payable", "penalty_amount", "amount_paid"] ) diff --git a/erpnext/loan_management/report/loan_security_exposure/__init__.py b/erpnext/loan_management/report/loan_security_exposure/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.js b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.js new file mode 100644 index 0000000000..777f29624a --- /dev/null +++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.js @@ -0,0 +1,16 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Loan Security Exposure"] = { + "filters": [ + { + "fieldname":"company", + "label": __("Company"), + "fieldtype": "Link", + "options": "Company", + "default": frappe.defaults.get_user_default("Company"), + "reqd": 1 + } + ] +}; diff --git a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.json b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.json new file mode 100644 index 0000000000..d4dca08212 --- /dev/null +++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.json @@ -0,0 +1,29 @@ +{ + "add_total_row": 0, + "columns": [], + "creation": "2021-01-16 08:08:01.694583", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "filters": [], + "idx": 0, + "is_standard": "Yes", + "modified": "2021-01-16 08:08:01.694583", + "modified_by": "Administrator", + "module": "Loan Management", + "name": "Loan Security Exposure", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Loan Security", + "report_name": "Loan Security Exposure", + "report_type": "Script Report", + "roles": [ + { + "role": "System Manager" + }, + { + "role": "Loan Manager" + } + ] +} \ No newline at end of file diff --git a/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py new file mode 100644 index 0000000000..3ef10c0f41 --- /dev/null +++ b/erpnext/loan_management/report/loan_security_exposure/loan_security_exposure.py @@ -0,0 +1,79 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import erpnext +from frappe import _ +from frappe.utils import flt +from six import iteritems +from erpnext.loan_management.report.applicant_wise_loan_security_exposure.applicant_wise_loan_security_exposure \ + import get_loan_security_details, get_applicant_wise_total_loan_security_qty + +def execute(filters=None): + columns = get_columns(filters) + data = get_data(filters) + return columns, data + +def get_columns(filters): + columns = [ + {"label": _("Loan Security"), "fieldname": "loan_security", "fieldtype": "Link", "options": "Loan Security", "width": 160}, + {"label": _("Loan Security Code"), "fieldname": "loan_security_code", "fieldtype": "Data", "width": 100}, + {"label": _("Loan Security Name"), "fieldname": "loan_security_name", "fieldtype": "Data", "width": 150}, + {"label": _("Haircut"), "fieldname": "haircut", "fieldtype": "Percent", "width": 100}, + {"label": _("Loan Security Type"), "fieldname": "loan_security_type", "fieldtype": "Link", "options": "Loan Security Type", "width": 120}, + {"label": _("Disabled"), "fieldname": "disabled", "fieldtype": "Check", "width": 80}, + {"label": _("Total Qty"), "fieldname": "total_qty", "fieldtype": "Float", "width": 100}, + {"label": _("Latest Price"), "fieldname": "latest_price", "fieldtype": "Currency", "options": "currency", "width": 100}, + {"label": _("Current Value"), "fieldname": "current_value", "fieldtype": "Currency", "options": "currency", "width": 100}, + {"label": _("% Of Total Portfolio"), "fieldname": "portfolio_percent", "fieldtype": "Percentage", "width": 100}, + {"label": _("Pledged Applicant Count"), "fieldname": "pledged_applicant_count", "fieldtype": "Percentage", "width": 100}, + {"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100}, + ] + + return columns + +def get_data(filters): + data = [] + loan_security_details = get_loan_security_details(filters) + current_pledges, total_portfolio_value = get_company_wise_loan_security_details(filters, loan_security_details) + currency = erpnext.get_company_currency(filters.get('company')) + + for security, value in iteritems(current_pledges): + row = {} + current_value = flt(value['qty'] * loan_security_details.get(security)['latest_price']) + row.update(loan_security_details.get(security)) + row.update({ + 'total_qty': value['qty'], + 'current_value': current_value, + 'portfolio_percent': flt(current_value * 100 / total_portfolio_value, 2), + 'pledged_applicant_count': value['applicant_count'], + 'currency': currency + }) + + data.append(row) + + return data + + +def get_company_wise_loan_security_details(filters, loan_security_details): + pledge_values, total_value_map, applicant_type_map = get_applicant_wise_total_loan_security_qty(filters, + loan_security_details) + + total_portfolio_value = 0 + security_wise_map = {} + for key, qty in iteritems(pledge_values): + security_wise_map.setdefault(key[1], { + 'qty': 0.0, + 'applicant_count': 0.0 + }) + + security_wise_map[key[1]]['qty'] += qty + if qty: + security_wise_map[key[1]]['applicant_count'] += 1 + + total_portfolio_value += flt(qty * loan_security_details.get(key[1])['latest_price']) + + return security_wise_map, total_portfolio_value + + + diff --git a/erpnext/manufacturing/doctype/bom/bom.js b/erpnext/manufacturing/doctype/bom/bom.js index 1c4b7a1e1c..15affd84e1 100644 --- a/erpnext/manufacturing/doctype/bom/bom.js +++ b/erpnext/manufacturing/doctype/bom/bom.js @@ -411,7 +411,7 @@ cur_frm.cscript.hour_rate = function(doc) { cur_frm.cscript.time_in_mins = cur_frm.cscript.hour_rate; -cur_frm.cscript.bom_no = function(doc, cdt, cdn) { +cur_frm.cscript.bom_no = function(doc, cdt, cdn) { get_bom_material_detail(doc, cdt, cdn, false); }; @@ -419,17 +419,22 @@ cur_frm.cscript.is_default = function(doc) { if (doc.is_default) cur_frm.set_value("is_active", 1); }; -var get_bom_material_detail= function(doc, cdt, cdn, scrap_items) { +var get_bom_material_detail = function(doc, cdt, cdn, scrap_items) { + if (!doc.company) { + frappe.throw({message: __("Please select a Company first."), title: __("Mandatory")}); + } + var d = locals[cdt][cdn]; if (d.item_code) { return frappe.call({ doc: doc, method: "get_bom_material_detail", args: { - 'item_code': d.item_code, - 'bom_no': d.bom_no != null ? d.bom_no: '', + "company": doc.company, + "item_code": d.item_code, + "bom_no": d.bom_no != null ? d.bom_no: '', "scrap_items": scrap_items, - 'qty': d.qty, + "qty": d.qty, "stock_qty": d.stock_qty, "include_item_in_manufacturing": d.include_item_in_manufacturing, "uom": d.uom, @@ -468,7 +473,7 @@ cur_frm.cscript.rate = function(doc, cdt, cdn) { } if (d.bom_no) { - frappe.msgprint(__("You can not change rate if BOM mentioned agianst any item")); + frappe.msgprint(__("You cannot change the rate if BOM is mentioned against any Item.")); get_bom_material_detail(doc, cdt, cdn, scrap_items); } else { erpnext.bom.calculate_rm_cost(doc); diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py index 6363242b0a..03beedb663 100644 --- a/erpnext/manufacturing/doctype/bom/bom.py +++ b/erpnext/manufacturing/doctype/bom/bom.py @@ -65,6 +65,10 @@ class BOM(WebsiteGenerator): def validate(self): self.route = frappe.scrub(self.name).replace('_', '-') + + if not self.company: + frappe.throw(_("Please select a Company first."), title=_("Mandatory")) + self.clear_operations() self.validate_main_item() self.validate_currency() @@ -125,6 +129,7 @@ class BOM(WebsiteGenerator): self.validate_bom_currecny(item) ret = self.get_bom_material_detail({ + "company": self.company, "item_code": item.item_code, "item_name": item.item_name, "bom_no": item.bom_no, @@ -213,6 +218,7 @@ class BOM(WebsiteGenerator): for d in self.get("items"): rate = self.get_rm_rate({ + "company": self.company, "item_code": d.item_code, "bom_no": d.bom_no, "qty": d.qty, @@ -611,10 +617,20 @@ def get_valuation_rate(args): """ Get weighted average of valuation rate from all warehouses """ total_qty, total_value, valuation_rate = 0.0, 0.0, 0.0 - for d in frappe.db.sql("""select actual_qty, stock_value from `tabBin` - where item_code=%s""", args['item_code'], as_dict=1): - total_qty += flt(d.actual_qty) - total_value += flt(d.stock_value) + item_bins = frappe.db.sql(""" + select + bin.actual_qty, bin.stock_value + from + `tabBin` bin, `tabWarehouse` warehouse + where + bin.item_code=%(item)s + and bin.warehouse = warehouse.name + and warehouse.company=%(company)s""", + {"item": args['item_code'], "company": args['company']}, as_dict=1) + + for d in item_bins: + total_qty += flt(d.actual_qty) + total_value += flt(d.stock_value) if total_qty: valuation_rate = total_value / total_qty diff --git a/erpnext/manufacturing/doctype/work_order/work_order.py b/erpnext/manufacturing/doctype/work_order/work_order.py index cc93bf9fd6..ca530bbadd 100644 --- a/erpnext/manufacturing/doctype/work_order/work_order.py +++ b/erpnext/manufacturing/doctype/work_order/work_order.py @@ -456,10 +456,10 @@ class WorkOrder(Document): if data and len(data): dates = [d.posting_datetime for d in data] - self.actual_start_date = min(dates) + self.db_set('actual_start_date', min(dates)) if self.status == "Completed": - self.actual_end_date = max(dates) + self.db_set('actual_end_date', max(dates)) self.set_lead_time() @@ -725,6 +725,7 @@ def add_variant_item(variant_items, wo_doc, bom_no, table_name="items"): args.update(item_data) args["rate"] = get_bom_item_rate({ + "company": wo_doc.company, "item_code": args.get("item_code"), "qty": args.get("required_qty"), "uom": args.get("stock_uom"), diff --git a/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py b/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py index 75ebcbc971..1c6758e6f3 100644 --- a/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py +++ b/erpnext/manufacturing/report/bom_stock_report/bom_stock_report.py @@ -20,6 +20,7 @@ def get_columns(): _("Item") + ":Link/Item:150", _("Description") + "::300", _("BOM Qty") + ":Float:160", + _("BOM UoM") + "::160", _("Required Qty") + ":Float:120", _("In Stock Qty") + ":Float:120", _("Enough Parts to Build") + ":Float:200", @@ -32,7 +33,7 @@ def get_bom_stock(filters): bom = filters.get("bom") table = "`tabBOM Item`" - qty_field = "qty" + qty_field = "stock_qty" qty_to_produce = filters.get("qty_to_produce", 1) if int(qty_to_produce) <= 0: @@ -40,7 +41,6 @@ def get_bom_stock(filters): if filters.get("show_exploded_view"): table = "`tabBOM Explosion Item`" - qty_field = "stock_qty" if filters.get("warehouse"): warehouse_details = frappe.db.get_value("Warehouse", filters.get("warehouse"), ["lft", "rgt"], as_dict=1) @@ -59,6 +59,7 @@ def get_bom_stock(filters): bom_item.item_code, bom_item.description , bom_item.{qty_field}, + bom_item.stock_uom, bom_item.{qty_field} * {qty_to_produce} / bom.quantity, sum(ledger.actual_qty) as actual_qty, sum(FLOOR(ledger.actual_qty / (bom_item.{qty_field} * {qty_to_produce} / bom.quantity))) diff --git a/erpnext/patches.txt b/erpnext/patches.txt index f2e4f72d67..7b2428ebb5 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -742,3 +742,6 @@ erpnext.patches.v13_0.updates_for_multi_currency_payroll erpnext.patches.v13_0.create_leave_policy_assignment_based_on_employee_current_leave_policy erpnext.patches.v13_0.add_po_to_global_search erpnext.patches.v13_0.update_returned_qty_in_pr_dn +erpnext.patches.v13_0.update_project_template_tasks +erpnext.patches.v13_0.set_company_in_leave_ledger_entry +erpnext.patches.v13_0.convert_qi_parameter_to_link_field diff --git a/erpnext/patches/v13_0/convert_qi_parameter_to_link_field.py b/erpnext/patches/v13_0/convert_qi_parameter_to_link_field.py new file mode 100644 index 0000000000..289b6a761e --- /dev/null +++ b/erpnext/patches/v13_0/convert_qi_parameter_to_link_field.py @@ -0,0 +1,23 @@ +from __future__ import unicode_literals +import frappe + +def execute(): + frappe.reload_doc('stock', 'doctype', 'quality_inspection_parameter') + + # get all distinct parameters from QI readigs table + reading_params = frappe.db.get_all("Quality Inspection Reading", fields=["distinct specification"]) + reading_params = [d.specification for d in reading_params] + + # get all distinct parameters from QI Template as some may be unused in QI + template_params = frappe.db.get_all("Item Quality Inspection Parameter", fields=["distinct specification"]) + template_params = [d.specification for d in template_params] + + params = list(set(reading_params + template_params)) + + for parameter in params: + if not frappe.db.exists("Quality Inspection Parameter", parameter): + frappe.get_doc({ + "doctype": "Quality Inspection Parameter", + "parameter": parameter, + "description": parameter + }).insert(ignore_permissions=True) \ No newline at end of file diff --git a/erpnext/patches/v13_0/set_company_in_leave_ledger_entry.py b/erpnext/patches/v13_0/set_company_in_leave_ledger_entry.py new file mode 100644 index 0000000000..66857c4e65 --- /dev/null +++ b/erpnext/patches/v13_0/set_company_in_leave_ledger_entry.py @@ -0,0 +1,7 @@ +import frappe + +def execute(): + frappe.reload_doc('HR', 'doctype', 'Leave Allocation') + frappe.reload_doc('HR', 'doctype', 'Leave Ledger Entry') + frappe.db.sql("""update `tabLeave Ledger Entry` as lle set company = (select company from `tabEmployee` where employee = lle.employee)""") + frappe.db.sql("""update `tabLeave Allocation` as la set company = (select company from `tabEmployee` where employee = la.employee)""") \ No newline at end of file diff --git a/erpnext/patches/v13_0/update_project_template_tasks.py b/erpnext/patches/v13_0/update_project_template_tasks.py new file mode 100644 index 0000000000..5fa062306c --- /dev/null +++ b/erpnext/patches/v13_0/update_project_template_tasks.py @@ -0,0 +1,44 @@ +# Copyright (c) 2019, Frappe and Contributors +# License: GNU General Public License v3. See license.txt + +from __future__ import unicode_literals +import frappe + +def execute(): + frappe.reload_doc("projects", "doctype", "project_template") + frappe.reload_doc("projects", "doctype", "project_template_task") + frappe.reload_doc("projects", "doctype", "project_template") + frappe.reload_doc("projects", "doctype", "task") + + for template_name in frappe.db.sql(""" + select + name + from + `tabProject Template` """, + as_dict=1): + + template = frappe.get_doc("Project Template", template_name.name) + replace_tasks = False + new_tasks = [] + for task in template.tasks: + if task.subject: + replace_tasks = True + new_task = frappe.get_doc(dict( + doctype = "Task", + subject = task.subject, + start = task.start, + duration = task.duration, + task_weight = task.task_weight, + description = task.description, + is_template = 1 + )).insert() + new_tasks.append(new_task) + + if replace_tasks: + template.tasks = [] + for tsk in new_tasks: + template.append("tasks", { + "task": tsk.name, + "subject": tsk.subject + }) + template.save() \ No newline at end of file diff --git a/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py b/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py index ad043dd99d..97e217aa05 100644 --- a/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py +++ b/erpnext/patches/v4_0/map_charge_to_taxes_and_charges.py @@ -5,11 +5,11 @@ from __future__ import unicode_literals import frappe def execute(): - # udpate sales cycle + # update sales cycle for d in ['Sales Invoice', 'Sales Order', 'Quotation', 'Delivery Note']: frappe.db.sql("""update `tab%s` set taxes_and_charges=charge""" % d) - # udpate purchase cycle + # update purchase cycle for d in ['Purchase Invoice', 'Purchase Order', 'Supplier Quotation', 'Purchase Receipt']: frappe.db.sql("""update `tab%s` set taxes_and_charges=purchase_other_charges""" % d) diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.js b/erpnext/payroll/doctype/payroll_entry/payroll_entry.js index 2288a27791..45f9aa170f 100644 --- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.js +++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.js @@ -3,6 +3,8 @@ var in_progress = false; +frappe.provide("erpnext.accounts.dimensions"); + frappe.ui.form.on('Payroll Entry', { onload: function (frm) { if (!frm.doc.posting_date) { @@ -10,6 +12,7 @@ frappe.ui.form.on('Payroll Entry', { } frm.toggle_reqd(['payroll_frequency'], !frm.doc.salary_slip_based_on_timesheet); + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); frm.events.department_filters(frm); frm.events.payroll_payable_account_filters(frm); }, @@ -46,7 +49,7 @@ frappe.ui.form.on('Payroll Entry', { } ).toggleClass('btn-primary', !(frm.doc.employees || []).length); } - if ((frm.doc.employees || []).length) { + if ((frm.doc.employees || []).length && !frappe.model.has_workflow(frm.doctype)) { frm.page.clear_primary_action(); frm.page.set_primary_action(__('Create Salary Slips'), () => { frm.save('Submit').then(() => { @@ -129,21 +132,6 @@ frappe.ui.form.on('Payroll Entry', { "company": frm.doc.company } }; - }), - frm.set_query("cost_center", function () { - return { - filters: { - "is_group": 0, - company: frm.doc.company - } - }; - }), - frm.set_query("project", function () { - return { - filters: { - company: frm.doc.company - } - }; }); }, @@ -183,6 +171,7 @@ frappe.ui.form.on('Payroll Entry', { company: function (frm) { frm.events.clear_employee_table(frm); + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, currency: function (frm) { diff --git a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py index a25a6e7a32..6bcd4e0c00 100644 --- a/erpnext/payroll/doctype/payroll_entry/payroll_entry.py +++ b/erpnext/payroll/doctype/payroll_entry/payroll_entry.py @@ -21,6 +21,9 @@ class PayrollEntry(Document): if cint(entries) == len(self.employees): self.set_onload("submitted_ss", True) + def validate(self): + self.number_of_employees = len(self.employees) + def on_submit(self): self.create_salary_slips() @@ -113,7 +116,7 @@ class PayrollEntry(Document): for d in employees: self.append('employees', d) - self.number_of_employees = len(employees) + self.number_of_employees = len(self.employees) if self.validate_attendance: return self.validate_employee_attendance() @@ -145,8 +148,8 @@ class PayrollEntry(Document): """ self.check_permission('write') self.created = 1 - emp_list = [d.employee for d in self.get_emp_list()] - if emp_list: + employees = [emp.employee for emp in self.employees] + if employees: args = frappe._dict({ "salary_slip_based_on_timesheet": self.salary_slip_based_on_timesheet, "payroll_frequency": self.payroll_frequency, @@ -160,10 +163,10 @@ class PayrollEntry(Document): "exchange_rate": self.exchange_rate, "currency": self.currency }) - if len(emp_list) > 30: - frappe.enqueue(create_salary_slips_for_employees, timeout=600, employees=emp_list, args=args) + if len(employees) > 30: + frappe.enqueue(create_salary_slips_for_employees, timeout=600, employees=employees, args=args) else: - create_salary_slips_for_employees(emp_list, args, publish_progress=False) + create_salary_slips_for_employees(employees, args, publish_progress=False) # since this method is called via frm.call this doc needs to be updated manually self.reload() diff --git a/erpnext/payroll/doctype/payroll_period/payroll_period.py b/erpnext/payroll/doctype/payroll_period/payroll_period.py index d7893d0657..46f6cd842c 100644 --- a/erpnext/payroll/doctype/payroll_period/payroll_period.py +++ b/erpnext/payroll/doctype/payroll_period/payroll_period.py @@ -5,7 +5,7 @@ from __future__ import unicode_literals import frappe from frappe import _ -from frappe.utils import date_diff, getdate, formatdate, cint, month_diff, flt +from frappe.utils import date_diff, getdate, formatdate, cint, month_diff, flt, add_months from frappe.model.document import Document from erpnext.hr.utils import get_holidays_for_employee @@ -88,6 +88,8 @@ def get_period_factor(employee, start_date, end_date, payroll_frequency, payroll period_start = joining_date if relieving_date and getdate(relieving_date) < getdate(period_end): period_end = relieving_date + if month_diff(period_end, start_date) > 1: + start_date = add_months(start_date, - (month_diff(period_end, start_date)+1)) total_sub_periods, remaining_sub_periods = 0.0, 0.0 diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.js b/erpnext/payroll/doctype/salary_slip/salary_slip.js index 8e05bb2057..51fb3596e9 100644 --- a/erpnext/payroll/doctype/salary_slip/salary_slip.js +++ b/erpnext/payroll/doctype/salary_slip/salary_slip.js @@ -151,7 +151,6 @@ frappe.ui.form.on("Salary Slip", { var salary_detail_fields = ["formula", "abbr", "statistical_component", "variable_based_on_taxable_salary"]; frm.fields_dict['earnings'].grid.set_column_disp(salary_detail_fields, false); frm.fields_dict['deductions'].grid.set_column_disp(salary_detail_fields, false); - calculate_totals(frm); frm.trigger("set_dynamic_labels"); }, diff --git a/erpnext/payroll/doctype/salary_slip/salary_slip.py b/erpnext/payroll/doctype/salary_slip/salary_slip.py index 99d8a8317c..183ad13411 100644 --- a/erpnext/payroll/doctype/salary_slip/salary_slip.py +++ b/erpnext/payroll/doctype/salary_slip/salary_slip.py @@ -143,8 +143,8 @@ class SalarySlip(TransactionBase): self.salary_slip_based_on_timesheet = self._salary_structure_doc.salary_slip_based_on_timesheet or 0 self.set_time_sheet() self.pull_sal_struct() - payroll_based_on, consider_unmarked_attendance_as = frappe.db.get_value("Payroll Settings", None, ["payroll_based_on","consider_unmarked_attendance_as"]) - return [payroll_based_on, consider_unmarked_attendance_as] + ps = frappe.db.get_value("Payroll Settings", None, ["payroll_based_on","consider_unmarked_attendance_as"], as_dict=1) + return [ps.payroll_based_on, ps.consider_unmarked_attendance_as] def set_time_sheet(self): if self.salary_slip_based_on_timesheet: @@ -424,16 +424,19 @@ class SalarySlip(TransactionBase): def calculate_net_pay(self): if self.salary_structure: self.calculate_component_amounts("earnings") - self.gross_pay = self.get_component_totals("earnings") + self.gross_pay = self.get_component_totals("earnings", depends_on_payment_days=1) self.base_gross_pay = flt(flt(self.gross_pay) * flt(self.exchange_rate), self.precision('base_gross_pay')) if self.salary_structure: self.calculate_component_amounts("deductions") - self.total_deduction = self.get_component_totals("deductions") - self.base_total_deduction = flt(flt(self.total_deduction) * flt(self.exchange_rate), self.precision('base_total_deduction')) self.set_loan_repayment() + self.set_component_amounts_based_on_payment_days() + self.set_net_pay() + def set_net_pay(self): + self.total_deduction = self.get_component_totals("deductions") + self.base_total_deduction = flt(flt(self.total_deduction) * flt(self.exchange_rate), self.precision('base_total_deduction')) self.net_pay = flt(self.gross_pay) - (flt(self.total_deduction) + flt(self.total_loan_repayment)) self.rounded_total = rounded(self.net_pay) self.base_net_pay = flt(flt(self.net_pay) * flt(self.exchange_rate), self.precision('base_net_pay')) @@ -455,8 +458,6 @@ class SalarySlip(TransactionBase): else: self.add_tax_components(payroll_period) - self.set_component_amounts_based_on_payment_days(component_type) - def add_structure_components(self, component_type): data = self.get_data_for_eval() for struct_row in self._salary_structure_doc.get(component_type): @@ -576,7 +577,7 @@ class SalarySlip(TransactionBase): 'default_amount': amount if not struct_row.get("is_additional_component") else 0, 'depends_on_payment_days' : struct_row.depends_on_payment_days, 'salary_component' : struct_row.salary_component, - 'abbr' : struct_row.abbr, + 'abbr' : struct_row.abbr or struct_row.get("salary_component_abbr"), 'additional_salary': additional_salary, 'do_not_include_in_total' : struct_row.do_not_include_in_total, 'is_tax_applicable': struct_row.is_tax_applicable, @@ -813,7 +814,7 @@ class SalarySlip(TransactionBase): cint(row.depends_on_payment_days) and cint(self.total_working_days) and (not self.salary_slip_based_on_timesheet or getdate(self.start_date) < joining_date or - getdate(self.end_date) > relieving_date + (relieving_date and getdate(self.end_date) > relieving_date) )): additional_amount = flt((flt(row.additional_amount) * flt(self.payment_days) / cint(self.total_working_days)), row.precision("additional_amount")) @@ -946,15 +947,21 @@ class SalarySlip(TransactionBase): struct_row['variable_based_on_taxable_salary'] = component.variable_based_on_taxable_salary return struct_row - def get_component_totals(self, component_type): + def get_component_totals(self, component_type, depends_on_payment_days=0): + joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee, + ["date_of_joining", "relieving_date"]) + total = 0.0 for d in self.get(component_type): if not d.do_not_include_in_total: - d.amount = flt(d.amount, d.precision("amount")) - total += d.amount + if depends_on_payment_days: + amount = self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0] + else: + amount = flt(d.amount, d.precision("amount")) + total += amount return total - def set_component_amounts_based_on_payment_days(self, component_type): + def set_component_amounts_based_on_payment_days(self): joining_date, relieving_date = frappe.get_cached_value("Employee", self.employee, ["date_of_joining", "relieving_date"]) @@ -964,8 +971,9 @@ class SalarySlip(TransactionBase): if not joining_date: frappe.throw(_("Please set the Date Of Joining for employee {0}").format(frappe.bold(self.employee_name))) - for d in self.get(component_type): - d.amount = self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0] + for component_type in ("earnings", "deductions"): + for d in self.get(component_type): + d.amount = flt(self.get_amount_based_on_payment_days(d, joining_date, relieving_date)[0], d.precision("amount")) def set_loan_repayment(self): self.total_loan_repayment = 0 @@ -1089,17 +1097,17 @@ class SalarySlip(TransactionBase): self.calculate_net_pay() def set_totals(self): - self.gross_pay = 0 + self.gross_pay = 0.0 if self.salary_slip_based_on_timesheet == 1: self.calculate_total_for_salary_slip_based_on_timesheet() else: - self.total_deduction = 0 + self.total_deduction = 0.0 if self.earnings: for earning in self.earnings: - self.gross_pay += flt(earning.amount) + self.gross_pay += flt(earning.amount, earning.precision("amount")) if self.deductions: for deduction in self.deductions: - self.total_deduction += flt(deduction.amount) + self.total_deduction += flt(deduction.amount, deduction.precision("amount")) self.net_pay = flt(self.gross_pay) - flt(self.total_deduction) - flt(self.total_loan_repayment) self.set_base_totals() @@ -1145,8 +1153,10 @@ class SalarySlip(TransactionBase): fields = ['sum(net_pay) as sum'], filters = {'employee_name' : self.employee_name, 'start_date' : ['>=', period_start_date], - 'end_date' : ['<', period_end_date]}) - + 'end_date' : ['<', period_end_date], + 'name': ['!=', self.name], + 'docstatus': 1 + }) year_to_date = flt(salary_slip_sum[0].sum) if salary_slip_sum else 0.0 @@ -1160,7 +1170,9 @@ class SalarySlip(TransactionBase): fields = ['sum(net_pay) as sum'], filters = {'employee_name' : self.employee_name, 'start_date' : ['>=', first_day_of_the_month], - 'end_date' : ['<', self.start_date] + 'end_date' : ['<', self.start_date], + 'name': ['!=', self.name], + 'docstatus': 1 }) month_to_date = flt(salary_slip_sum[0].sum) if salary_slip_sum else 0.0 diff --git a/erpnext/payroll/doctype/salary_slip/test_salary_slip.py b/erpnext/payroll/doctype/salary_slip/test_salary_slip.py index d6fb419598..4368c03c2a 100644 --- a/erpnext/payroll/doctype/salary_slip/test_salary_slip.py +++ b/erpnext/payroll/doctype/salary_slip/test_salary_slip.py @@ -318,7 +318,7 @@ class TestSalarySlip(unittest.TestCase): year_to_date = 0 for slip in salary_slips: - year_to_date += slip.net_pay + year_to_date += flt(slip.net_pay) self.assertEqual(slip.year_to_date, year_to_date) def test_tax_for_payroll_period(self): diff --git a/erpnext/projects/doctype/project/project.json b/erpnext/projects/doctype/project/project.json index f3cecd9059..3cdfcb212f 100644 --- a/erpnext/projects/doctype/project/project.json +++ b/erpnext/projects/doctype/project/project.json @@ -2,12 +2,13 @@ "actions": [], "allow_import": 1, "allow_rename": 1, - "autoname": "field:project_name", + "autoname": "naming_series:", "creation": "2013-03-07 11:55:07", "doctype": "DocType", "document_type": "Setup", "engine": "InnoDB", "field_order": [ + "naming_series", "project_name", "status", "project_type", @@ -440,13 +441,24 @@ "fieldtype": "Text", "label": "Message", "mandatory_depends_on": "collect_progress" + }, + { + "fieldname": "naming_series", + "fieldtype": "Select", + "label": "Series", + "no_copy": 1, + "options": "PROJ-.####", + "print_hide": 1, + "reqd": 1, + "set_only_once": 1 } ], "icon": "fa fa-puzzle-piece", "idx": 29, + "index_web_pages_for_search": 1, "links": [], "max_attachments": 4, - "modified": "2020-04-08 22:11:14.552615", + "modified": "2020-09-02 11:54:01.223620", "modified_by": "Administrator", "module": "Projects", "name": "Project", @@ -488,5 +500,6 @@ "sort_field": "modified", "sort_order": "DESC", "timeline_field": "customer", + "title_field": "project_name", "track_seen": 1 } diff --git a/erpnext/projects/doctype/project/project.py b/erpnext/projects/doctype/project/project.py index 5bbd29c4c4..60f85b0e7a 100644 --- a/erpnext/projects/doctype/project/project.py +++ b/erpnext/projects/doctype/project/project.py @@ -13,6 +13,7 @@ from frappe.desk.reportview import get_match_cond from erpnext.hr.doctype.daily_work_summary.daily_work_summary import get_users_email from erpnext.hr.doctype.holiday_list.holiday_list import is_holiday from frappe.model.document import Document +from erpnext.education.doctype.student_attendance.student_attendance import get_holiday_list class Project(Document): def get_feed(self): @@ -54,17 +55,64 @@ class Project(Document): self.project_type = template.project_type # create tasks from template + project_tasks = [] + tmp_task_details = [] for task in template.tasks: - frappe.get_doc(dict( - doctype = 'Task', - subject = task.subject, - project = self.name, - status = 'Open', - exp_start_date = add_days(self.expected_start_date, task.start), - exp_end_date = add_days(self.expected_start_date, task.start + task.duration), - description = task.description, - task_weight = task.task_weight - )).insert() + template_task_details = frappe.get_doc("Task", task.task) + tmp_task_details.append(template_task_details) + task = self.create_task_from_template(template_task_details) + project_tasks.append(task) + self.dependency_mapping(tmp_task_details, project_tasks) + + def create_task_from_template(self, task_details): + return frappe.get_doc(dict( + doctype = 'Task', + subject = task_details.subject, + project = self.name, + status = 'Open', + exp_start_date = self.calculate_start_date(task_details), + exp_end_date = self.calculate_end_date(task_details), + description = task_details.description, + task_weight = task_details.task_weight, + type = task_details.type, + issue = task_details.issue, + is_group = task_details.is_group + )).insert() + + def calculate_start_date(self, task_details): + self.start_date = add_days(self.expected_start_date, task_details.start) + self.start_date = update_if_holiday(self.holiday_list, self.start_date) + return self.start_date + + def calculate_end_date(self, task_details): + self.end_date = add_days(self.start_date, task_details.duration) + return update_if_holiday(self.holiday_list, self.end_date) + + def dependency_mapping(self, template_tasks, project_tasks): + for template_task in template_tasks: + project_task = list(filter(lambda x: x.subject == template_task.subject, project_tasks))[0] + project_task = frappe.get_doc("Task", project_task.name) + self.check_depends_on_value(template_task, project_task, project_tasks) + self.check_for_parent_tasks(template_task, project_task, project_tasks) + + def check_depends_on_value(self, template_task, project_task, project_tasks): + if template_task.get("depends_on") and not project_task.get("depends_on"): + for child_task in template_task.get("depends_on"): + child_task_subject = frappe.db.get_value("Task", child_task.task, "subject") + corresponding_project_task = list(filter(lambda x: x.subject == child_task_subject, project_tasks)) + if len(corresponding_project_task): + project_task.append("depends_on",{ + "task": corresponding_project_task[0].name + }) + project_task.save() + + def check_for_parent_tasks(self, template_task, project_task, project_tasks): + if template_task.get("parent_task") and not project_task.get("parent_task"): + parent_task_subject = frappe.db.get_value("Task", template_task.get("parent_task"), "subject") + corresponding_project_task = list(filter(lambda x: x.subject == parent_task_subject, project_tasks)) + if len(corresponding_project_task): + project_task.parent_task = corresponding_project_task[0].name + project_task.save() def is_row_updated(self, row, existing_task_data, fields): if self.get("__islocal") or not existing_task_data: return True @@ -493,3 +541,9 @@ def set_project_status(project, status): project.status = status project.save() + +def update_if_holiday(holiday_list, date): + holiday_list = holiday_list or get_holiday_list() + while is_holiday(holiday_list, date): + date = add_days(date, 1) + return date diff --git a/erpnext/projects/doctype/project/test_project.py b/erpnext/projects/doctype/project/test_project.py index 0c4f6f1bdf..d85c82612a 100644 --- a/erpnext/projects/doctype/project/test_project.py +++ b/erpnext/projects/doctype/project/test_project.py @@ -7,60 +7,131 @@ import frappe, unittest test_records = frappe.get_test_records('Project') test_ignore = ["Sales Order"] -from erpnext.projects.doctype.project_template.test_project_template import get_project_template, make_project_template -from erpnext.projects.doctype.project.project import set_project_status - -from frappe.utils import getdate +from erpnext.projects.doctype.project_template.test_project_template import make_project_template +from erpnext.projects.doctype.project.project import update_if_holiday +from erpnext.projects.doctype.task.test_task import create_task +from frappe.utils import getdate, nowdate, add_days class TestProject(unittest.TestCase): - def test_project_with_template(self): - frappe.db.sql('delete from tabTask where project = "Test Project with Template"') - frappe.delete_doc('Project', 'Test Project with Template') + def test_project_with_template_having_no_parent_and_depend_tasks(self): + project_name = "Test Project with Template - No Parent and Dependend Tasks" + frappe.db.sql(""" delete from tabTask where project = %s """, project_name) + frappe.delete_doc('Project', project_name) - project = get_project('Test Project with Template') + task1 = task_exists("Test Template Task with No Parent and Dependency") + if not task1: + task1 = create_task(subject="Test Template Task with No Parent and Dependency", is_template=1, begin=5, duration=3) - tasks = frappe.get_all('Task', '*', dict(project=project.name), order_by='creation asc') + template = make_project_template("Test Project Template - No Parent and Dependend Tasks", [task1]) + project = get_project(project_name, template) + tasks = frappe.get_all('Task', ['subject','exp_end_date','depends_on_tasks'], dict(project=project.name), order_by='creation asc') - task1 = tasks[0] - self.assertEqual(task1.subject, 'Task 1') - self.assertEqual(task1.description, 'Task 1 description') - self.assertEqual(getdate(task1.exp_start_date), getdate('2019-01-01')) - self.assertEqual(getdate(task1.exp_end_date), getdate('2019-01-04')) + self.assertEqual(tasks[0].subject, 'Test Template Task with No Parent and Dependency') + self.assertEqual(getdate(tasks[0].exp_end_date), calculate_end_date(project, 5, 3)) + self.assertEqual(len(tasks), 1) - self.assertEqual(len(tasks), 4) - task4 = tasks[3] - self.assertEqual(task4.subject, 'Task 4') - self.assertEqual(getdate(task4.exp_end_date), getdate('2019-01-06')) + def test_project_template_having_parent_child_tasks(self): + project_name = "Test Project with Template - Tasks with Parent-Child Relation" + frappe.db.sql(""" delete from tabTask where project = %s """, project_name) + frappe.delete_doc('Project', project_name) -def get_project(name): - template = get_project_template() + task1 = task_exists("Test Template Task Parent") + if not task1: + task1 = create_task(subject="Test Template Task Parent", is_group=1, is_template=1, begin=1, duration=1) + + task2 = task_exists("Test Template Task Child 1") + if not task2: + task2 = create_task(subject="Test Template Task Child 1", parent_task=task1.name, is_template=1, begin=1, duration=3) + + task3 = task_exists("Test Template Task Child 2") + if not task3: + task3 = create_task(subject="Test Template Task Child 2", parent_task=task1.name, is_template=1, begin=2, duration=3) + + template = make_project_template("Test Project Template - Tasks with Parent-Child Relation", [task1, task2, task3]) + project = get_project(project_name, template) + tasks = frappe.get_all('Task', ['subject','exp_end_date','depends_on_tasks', 'name', 'parent_task'], dict(project=project.name), order_by='creation asc') + + self.assertEqual(tasks[0].subject, 'Test Template Task Parent') + self.assertEqual(getdate(tasks[0].exp_end_date), calculate_end_date(project, 1, 1)) + + self.assertEqual(tasks[1].subject, 'Test Template Task Child 1') + self.assertEqual(getdate(tasks[1].exp_end_date), calculate_end_date(project, 1, 3)) + self.assertEqual(tasks[1].parent_task, tasks[0].name) + + self.assertEqual(tasks[2].subject, 'Test Template Task Child 2') + self.assertEqual(getdate(tasks[2].exp_end_date), calculate_end_date(project, 2, 3)) + self.assertEqual(tasks[2].parent_task, tasks[0].name) + + self.assertEqual(len(tasks), 3) + + def test_project_template_having_dependent_tasks(self): + project_name = "Test Project with Template - Dependent Tasks" + frappe.db.sql(""" delete from tabTask where project = %s """, project_name) + frappe.delete_doc('Project', project_name) + + task1 = task_exists("Test Template Task for Dependency") + if not task1: + task1 = create_task(subject="Test Template Task for Dependency", is_template=1, begin=3, duration=1) + + task2 = task_exists("Test Template Task with Dependency") + if not task2: + task2 = create_task(subject="Test Template Task with Dependency", depends_on=task1.name, is_template=1, begin=2, duration=2) + + template = make_project_template("Test Project with Template - Dependent Tasks", [task1, task2]) + project = get_project(project_name, template) + tasks = frappe.get_all('Task', ['subject','exp_end_date','depends_on_tasks', 'name'], dict(project=project.name), order_by='creation asc') + + self.assertEqual(tasks[1].subject, 'Test Template Task with Dependency') + self.assertEqual(getdate(tasks[1].exp_end_date), calculate_end_date(project, 2, 2)) + self.assertTrue(tasks[1].depends_on_tasks.find(tasks[0].name) >= 0 ) + + self.assertEqual(tasks[0].subject, 'Test Template Task for Dependency') + self.assertEqual(getdate(tasks[0].exp_end_date), calculate_end_date(project, 3, 1) ) + + self.assertEqual(len(tasks), 2) + +def get_project(name, template): project = frappe.get_doc(dict( doctype = 'Project', project_name = name, status = 'Open', project_template = template.name, - expected_start_date = '2019-01-01' + expected_start_date = nowdate() )).insert() return project def make_project(args): args = frappe._dict(args) - if args.project_template_name: - template = make_project_template(args.project_template_name) - else: - template = get_project_template() + + if args.project_name and frappe.db.exists("Project", {"project_name": args.project_name}): + return frappe.get_doc("Project", {"project_name": args.project_name}) project = frappe.get_doc(dict( doctype = 'Project', project_name = args.project_name, status = 'Open', - project_template = template.name, expected_start_date = args.start_date )) - if not frappe.db.exists("Project", args.project_name): - project.insert() + if args.project_template_name: + template = make_project_template(args.project_template_name) + project.project_template = template.name - return project \ No newline at end of file + project.insert() + + return project + +def task_exists(subject): + result = frappe.db.get_list("Task", filters={"subject": subject},fields=["name"]) + if not len(result): + return False + return frappe.get_doc("Task", result[0].name) + +def calculate_end_date(project, start, duration): + start = add_days(project.expected_start_date, start) + start = update_if_holiday(project.holiday_list, start) + end = add_days(start, duration) + end = update_if_holiday(project.holiday_list, end) + return getdate(end) \ No newline at end of file diff --git a/erpnext/projects/doctype/project_template/project_template.js b/erpnext/projects/doctype/project_template/project_template.js index d7a876dfbd..3d3c15c6e0 100644 --- a/erpnext/projects/doctype/project_template/project_template.js +++ b/erpnext/projects/doctype/project_template/project_template.js @@ -5,4 +5,23 @@ frappe.ui.form.on('Project Template', { // refresh: function(frm) { // } + setup: function (frm) { + frm.set_query("task", "tasks", function () { + return { + filters: { + "is_template": 1 + } + }; + }); + } +}); + +frappe.ui.form.on('Project Template Task', { + task: function (frm, cdt, cdn) { + var row = locals[cdt][cdn]; + frappe.db.get_value("Task", row.task, "subject", (value) => { + row.subject = value.subject; + refresh_field("tasks"); + }); + } }); diff --git a/erpnext/projects/doctype/project_template/project_template.py b/erpnext/projects/doctype/project_template/project_template.py index ac78135fc4..aace40240c 100644 --- a/erpnext/projects/doctype/project_template/project_template.py +++ b/erpnext/projects/doctype/project_template/project_template.py @@ -3,8 +3,28 @@ # For license information, please see license.txt from __future__ import unicode_literals -# import frappe +import frappe from frappe.model.document import Document +from frappe import _ +from frappe.utils import get_link_to_form class ProjectTemplate(Document): - pass + + def validate(self): + self.validate_dependencies() + + def validate_dependencies(self): + for task in self.tasks: + task_details = frappe.get_doc("Task", task.task) + if task_details.depends_on: + for dependency_task in task_details.depends_on: + if not self.check_dependent_task_presence(dependency_task.task): + task_details_format = get_link_to_form("Task",task_details.name) + dependency_task_format = get_link_to_form("Task", dependency_task.task) + frappe.throw(_("Task {0} depends on Task {1}. Please add Task {1} to the Tasks list.").format(frappe.bold(task_details_format), frappe.bold(dependency_task_format))) + + def check_dependent_task_presence(self, task): + for task_details in self.tasks: + if task_details.task == task: + return True + return False diff --git a/erpnext/projects/doctype/project_template/test_project_template.py b/erpnext/projects/doctype/project_template/test_project_template.py index 2c5831a5dc..95663cdcbb 100644 --- a/erpnext/projects/doctype/project_template/test_project_template.py +++ b/erpnext/projects/doctype/project_template/test_project_template.py @@ -5,44 +5,25 @@ from __future__ import unicode_literals import frappe import unittest +from erpnext.projects.doctype.task.test_task import create_task class TestProjectTemplate(unittest.TestCase): pass -def get_project_template(): - if not frappe.db.exists('Project Template', 'Test Project Template'): - frappe.get_doc(dict( - doctype = 'Project Template', - name = 'Test Project Template', - tasks = [ - dict(subject='Task 1', description='Task 1 description', - start=0, duration=3), - dict(subject='Task 2', description='Task 2 description', - start=0, duration=2), - dict(subject='Task 3', description='Task 3 description', - start=2, duration=4), - dict(subject='Task 4', description='Task 4 description', - start=3, duration=2), - ] - )).insert() - - return frappe.get_doc('Project Template', 'Test Project Template') - def make_project_template(project_template_name, project_tasks=[]): if not frappe.db.exists('Project Template', project_template_name): - frappe.get_doc(dict( - doctype = 'Project Template', - name = project_template_name, - tasks = project_tasks or [ - dict(subject='Task 1', description='Task 1 description', - start=0, duration=3), - dict(subject='Task 2', description='Task 2 description', - start=0, duration=2), - dict(subject='Task 3', description='Task 3 description', - start=2, duration=4), - dict(subject='Task 4', description='Task 4 description', - start=3, duration=2), + project_tasks = project_tasks or [ + create_task(subject="_Test Template Task 1", is_template=1, begin=0, duration=3), + create_task(subject="_Test Template Task 2", is_template=1, begin=0, duration=2), ] - )).insert() + doc = frappe.get_doc(dict( + doctype = 'Project Template', + name = project_template_name + )) + for task in project_tasks: + doc.append("tasks",{ + "task": task.name + }) + doc.insert() return frappe.get_doc('Project Template', project_template_name) \ No newline at end of file diff --git a/erpnext/projects/doctype/project_template_task/project_template_task.json b/erpnext/projects/doctype/project_template_task/project_template_task.json index 8644d897bb..69530b15b4 100644 --- a/erpnext/projects/doctype/project_template_task/project_template_task.json +++ b/erpnext/projects/doctype/project_template_task/project_template_task.json @@ -1,203 +1,41 @@ { - "allow_copy": 0, - "allow_events_in_timeline": 0, - "allow_guest_to_view": 0, - "allow_import": 0, - "allow_rename": 0, - "beta": 0, + "actions": [], "creation": "2019-02-18 17:24:41.830096", - "custom": 0, - "docstatus": 0, "doctype": "DocType", - "document_type": "", "editable_grid": 1, "engine": "InnoDB", + "field_order": [ + "task", + "subject" + ], "fields": [ { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, + "columns": 2, + "fieldname": "task", + "fieldtype": "Link", + "in_list_view": 1, + "label": "Task", + "options": "Task", + "reqd": 1 + }, + { + "columns": 6, "fieldname": "subject", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, + "fieldtype": "Read Only", "in_list_view": 1, - "in_standard_filter": 0, - "label": "Subject", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "start", - "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": "Begin On (Days)", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "duration", - "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": "Duration (Days)", - "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 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "task_weight", - "fieldtype": "Float", - "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": "Task Weight", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "translatable": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_in_quick_entry": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "description", - "fieldtype": "Text Editor", - "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": "Description", - "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 + "label": "Subject" } ], - "has_web_view": 0, - "hide_heading": 0, - "hide_toolbar": 0, - "idx": 0, - "image_view": 0, - "in_create": 0, - "is_submittable": 0, - "issingle": 0, "istable": 1, - "max_attachments": 0, - "modified": "2019-02-18 18:30:22.688966", + "links": [], + "modified": "2021-01-07 15:13:40.995071", "modified_by": "Administrator", "module": "Projects", "name": "Project Template Task", - "name_case": "", "owner": "Administrator", "permissions": [], "quick_entry": 1, - "read_only": 0, - "read_only_onload": 0, - "show_name_in_global_search": 0, "sort_field": "modified", "sort_order": "DESC", - "track_changes": 1, - "track_seen": 0, - "track_views": 0 + "track_changes": 1 } \ No newline at end of file diff --git a/erpnext/projects/doctype/task/task.json b/erpnext/projects/doctype/task/task.json index 27f1a71a52..160cc5812f 100644 --- a/erpnext/projects/doctype/task/task.json +++ b/erpnext/projects/doctype/task/task.json @@ -12,6 +12,7 @@ "issue", "type", "is_group", + "is_template", "column_break0", "status", "priority", @@ -22,9 +23,11 @@ "sb_timeline", "exp_start_date", "expected_time", + "start", "column_break_11", "exp_end_date", "progress", + "duration", "is_milestone", "sb_details", "description", @@ -112,7 +115,7 @@ "no_copy": 1, "oldfieldname": "status", "oldfieldtype": "Select", - "options": "Open\nWorking\nPending Review\nOverdue\nCompleted\nCancelled" + "options": "Open\nWorking\nPending Review\nOverdue\nTemplate\nCompleted\nCancelled" }, { "fieldname": "priority", @@ -360,6 +363,24 @@ "label": "Completed By", "no_copy": 1, "options": "User" + }, + { + "default": "0", + "fieldname": "is_template", + "fieldtype": "Check", + "label": "Is Template" + }, + { + "depends_on": "is_template", + "fieldname": "start", + "fieldtype": "Int", + "label": "Begin On (Days)" + }, + { + "depends_on": "is_template", + "fieldname": "duration", + "fieldtype": "Int", + "label": "Duration (Days)" } ], "icon": "fa fa-check", @@ -367,7 +388,7 @@ "is_tree": 1, "links": [], "max_attachments": 5, - "modified": "2020-07-03 12:36:04.960457", + "modified": "2020-12-28 11:32:58.714991", "modified_by": "Administrator", "module": "Projects", "name": "Task", diff --git a/erpnext/projects/doctype/task/task.py b/erpnext/projects/doctype/task/task.py index fb84094ffe..a2095c95d5 100755 --- a/erpnext/projects/doctype/task/task.py +++ b/erpnext/projects/doctype/task/task.py @@ -17,291 +17,312 @@ class CircularReferenceError(frappe.ValidationError): pass class EndDateCannotBeGreaterThanProjectEndDateError(frappe.ValidationError): pass class Task(NestedSet): - nsm_parent_field = 'parent_task' + nsm_parent_field = 'parent_task' - def get_feed(self): - return '{0}: {1}'.format(_(self.status), self.subject) + def get_feed(self): + return '{0}: {1}'.format(_(self.status), self.subject) - def get_customer_details(self): - cust = frappe.db.sql("select customer_name from `tabCustomer` where name=%s", self.customer) - if cust: - ret = {'customer_name': cust and cust[0][0] or ''} - return ret + def get_customer_details(self): + cust = frappe.db.sql("select customer_name from `tabCustomer` where name=%s", self.customer) + if cust: + ret = {'customer_name': cust and cust[0][0] or ''} + return ret - def validate(self): - self.validate_dates() - self.validate_parent_project_dates() - self.validate_progress() - self.validate_status() - self.update_depends_on() + def validate(self): + self.validate_dates() + self.validate_parent_project_dates() + self.validate_progress() + self.validate_status() + self.update_depends_on() + self.validate_dependencies_for_template_task() - def validate_dates(self): - if self.exp_start_date and self.exp_end_date and getdate(self.exp_start_date) > getdate(self.exp_end_date): - frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Expected Start Date"), \ - frappe.bold("Expected End Date"))) + def validate_dates(self): + if self.exp_start_date and self.exp_end_date and getdate(self.exp_start_date) > getdate(self.exp_end_date): + frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Expected Start Date"), \ + frappe.bold("Expected End Date"))) - if self.act_start_date and self.act_end_date and getdate(self.act_start_date) > getdate(self.act_end_date): - frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Actual Start Date"), \ - frappe.bold("Actual End Date"))) + if self.act_start_date and self.act_end_date and getdate(self.act_start_date) > getdate(self.act_end_date): + frappe.throw(_("{0} can not be greater than {1}").format(frappe.bold("Actual Start Date"), \ + frappe.bold("Actual End Date"))) - def validate_parent_project_dates(self): - if not self.project or frappe.flags.in_test: - return + def validate_parent_project_dates(self): + if not self.project or frappe.flags.in_test: + return - expected_end_date = frappe.db.get_value("Project", self.project, "expected_end_date") + expected_end_date = frappe.db.get_value("Project", self.project, "expected_end_date") - if expected_end_date: - validate_project_dates(getdate(expected_end_date), self, "exp_start_date", "exp_end_date", "Expected") - validate_project_dates(getdate(expected_end_date), self, "act_start_date", "act_end_date", "Actual") + if expected_end_date: + validate_project_dates(getdate(expected_end_date), self, "exp_start_date", "exp_end_date", "Expected") + validate_project_dates(getdate(expected_end_date), self, "act_start_date", "act_end_date", "Actual") - def validate_status(self): - if self.status!=self.get_db_value("status") and self.status == "Completed": - for d in self.depends_on: - if frappe.db.get_value("Task", d.task, "status") not in ("Completed", "Cancelled"): - frappe.throw(_("Cannot complete task {0} as its dependant task {1} are not ccompleted / cancelled.").format(frappe.bold(self.name), frappe.bold(d.task))) + def validate_status(self): + if self.is_template and self.status != "Template": + self.status = "Template" + if self.status!=self.get_db_value("status") and self.status == "Completed": + for d in self.depends_on: + if frappe.db.get_value("Task", d.task, "status") not in ("Completed", "Cancelled"): + frappe.throw(_("Cannot complete task {0} as its dependant task {1} are not ccompleted / cancelled.").format(frappe.bold(self.name), frappe.bold(d.task))) - close_all_assignments(self.doctype, self.name) + close_all_assignments(self.doctype, self.name) - def validate_progress(self): - if flt(self.progress or 0) > 100: - frappe.throw(_("Progress % for a task cannot be more than 100.")) + def validate_progress(self): + if flt(self.progress or 0) > 100: + frappe.throw(_("Progress % for a task cannot be more than 100.")) - if flt(self.progress) == 100: - self.status = 'Completed' + if flt(self.progress) == 100: + self.status = 'Completed' - if self.status == 'Completed': - self.progress = 100 + if self.status == 'Completed': + self.progress = 100 - def update_depends_on(self): - depends_on_tasks = self.depends_on_tasks or "" - for d in self.depends_on: - if d.task and not d.task in depends_on_tasks: - depends_on_tasks += d.task + "," - self.depends_on_tasks = depends_on_tasks + def validate_dependencies_for_template_task(self): + if self.is_template: + self.validate_parent_template_task() + self.validate_depends_on_tasks() + + def validate_parent_template_task(self): + if self.parent_task: + if not frappe.db.get_value("Task", self.parent_task, "is_template"): + parent_task_format = """{0}""".format(self.parent_task) + frappe.throw(_("Parent Task {0} is not a Template Task").format(parent_task_format)) + + def validate_depends_on_tasks(self): + if self.depends_on: + for task in self.depends_on: + if not frappe.db.get_value("Task", task.task, "is_template"): + dependent_task_format = """{0}""".format(task.task) + frappe.throw(_("Dependent Task {0} is not a Template Task").format(dependent_task_format)) - def update_nsm_model(self): - frappe.utils.nestedset.update_nsm(self) + def update_depends_on(self): + depends_on_tasks = self.depends_on_tasks or "" + for d in self.depends_on: + if d.task and d.task not in depends_on_tasks: + depends_on_tasks += d.task + "," + self.depends_on_tasks = depends_on_tasks - def on_update(self): - self.update_nsm_model() - self.check_recursion() - self.reschedule_dependent_tasks() - self.update_project() - self.unassign_todo() - self.populate_depends_on() + def update_nsm_model(self): + frappe.utils.nestedset.update_nsm(self) - def unassign_todo(self): - if self.status == "Completed": - close_all_assignments(self.doctype, self.name) - if self.status == "Cancelled": - clear(self.doctype, self.name) + def on_update(self): + self.update_nsm_model() + self.check_recursion() + self.reschedule_dependent_tasks() + self.update_project() + self.unassign_todo() + self.populate_depends_on() - def update_total_expense_claim(self): - self.total_expense_claim = frappe.db.sql("""select sum(total_sanctioned_amount) from `tabExpense Claim` - where project = %s and task = %s and docstatus=1""",(self.project, self.name))[0][0] + def unassign_todo(self): + if self.status == "Completed": + close_all_assignments(self.doctype, self.name) + if self.status == "Cancelled": + clear(self.doctype, self.name) - def update_time_and_costing(self): - tl = frappe.db.sql("""select min(from_time) as start_date, max(to_time) as end_date, - sum(billing_amount) as total_billing_amount, sum(costing_amount) as total_costing_amount, - sum(hours) as time from `tabTimesheet Detail` where task = %s and docstatus=1""" - ,self.name, as_dict=1)[0] - if self.status == "Open": - self.status = "Working" - self.total_costing_amount= tl.total_costing_amount - self.total_billing_amount= tl.total_billing_amount - self.actual_time= tl.time - self.act_start_date= tl.start_date - self.act_end_date= tl.end_date + def update_total_expense_claim(self): + self.total_expense_claim = frappe.db.sql("""select sum(total_sanctioned_amount) from `tabExpense Claim` + where project = %s and task = %s and docstatus=1""",(self.project, self.name))[0][0] - def update_project(self): - if self.project and not self.flags.from_project: - frappe.get_cached_doc("Project", self.project).update_project() + def update_time_and_costing(self): + tl = frappe.db.sql("""select min(from_time) as start_date, max(to_time) as end_date, + sum(billing_amount) as total_billing_amount, sum(costing_amount) as total_costing_amount, + sum(hours) as time from `tabTimesheet Detail` where task = %s and docstatus=1""" + ,self.name, as_dict=1)[0] + if self.status == "Open": + self.status = "Working" + self.total_costing_amount= tl.total_costing_amount + self.total_billing_amount= tl.total_billing_amount + self.actual_time= tl.time + self.act_start_date= tl.start_date + self.act_end_date= tl.end_date - def check_recursion(self): - if self.flags.ignore_recursion_check: return - check_list = [['task', 'parent'], ['parent', 'task']] - for d in check_list: - task_list, count = [self.name], 0 - while (len(task_list) > count ): - tasks = frappe.db.sql(" select %s from `tabTask Depends On` where %s = %s " % - (d[0], d[1], '%s'), cstr(task_list[count])) - count = count + 1 - for b in tasks: - if b[0] == self.name: - frappe.throw(_("Circular Reference Error"), CircularReferenceError) - if b[0]: - task_list.append(b[0]) + def update_project(self): + if self.project and not self.flags.from_project: + frappe.get_cached_doc("Project", self.project).update_project() - if count == 15: - break + def check_recursion(self): + if self.flags.ignore_recursion_check: return + check_list = [['task', 'parent'], ['parent', 'task']] + for d in check_list: + task_list, count = [self.name], 0 + while (len(task_list) > count ): + tasks = frappe.db.sql(" select %s from `tabTask Depends On` where %s = %s " % + (d[0], d[1], '%s'), cstr(task_list[count])) + count = count + 1 + for b in tasks: + if b[0] == self.name: + frappe.throw(_("Circular Reference Error"), CircularReferenceError) + if b[0]: + task_list.append(b[0]) - def reschedule_dependent_tasks(self): - end_date = self.exp_end_date or self.act_end_date - if end_date: - for task_name in frappe.db.sql(""" - select name from `tabTask` as parent - where parent.project = %(project)s - and parent.name in ( - select parent from `tabTask Depends On` as child - where child.task = %(task)s and child.project = %(project)s) - """, {'project': self.project, 'task':self.name }, as_dict=1): - task = frappe.get_doc("Task", task_name.name) - if task.exp_start_date and task.exp_end_date and task.exp_start_date < getdate(end_date) and task.status == "Open": - task_duration = date_diff(task.exp_end_date, task.exp_start_date) - task.exp_start_date = add_days(end_date, 1) - task.exp_end_date = add_days(task.exp_start_date, task_duration) - task.flags.ignore_recursion_check = True - task.save() + if count == 15: + break - def has_webform_permission(self): - project_user = frappe.db.get_value("Project User", {"parent": self.project, "user":frappe.session.user} , "user") - if project_user: - return True + def reschedule_dependent_tasks(self): + end_date = self.exp_end_date or self.act_end_date + if end_date: + for task_name in frappe.db.sql(""" + select name from `tabTask` as parent + where parent.project = %(project)s + and parent.name in ( + select parent from `tabTask Depends On` as child + where child.task = %(task)s and child.project = %(project)s) + """, {'project': self.project, 'task':self.name }, as_dict=1): + task = frappe.get_doc("Task", task_name.name) + if task.exp_start_date and task.exp_end_date and task.exp_start_date < getdate(end_date) and task.status == "Open": + task_duration = date_diff(task.exp_end_date, task.exp_start_date) + task.exp_start_date = add_days(end_date, 1) + task.exp_end_date = add_days(task.exp_start_date, task_duration) + task.flags.ignore_recursion_check = True + task.save() - def populate_depends_on(self): - if self.parent_task: - parent = frappe.get_doc('Task', self.parent_task) - if not self.name in [row.task for row in parent.depends_on]: - parent.append("depends_on", { - "doctype": "Task Depends On", - "task": self.name, - "subject": self.subject - }) - parent.save() + def has_webform_permission(self): + project_user = frappe.db.get_value("Project User", {"parent": self.project, "user":frappe.session.user} , "user") + if project_user: + return True - def on_trash(self): - if check_if_child_exists(self.name): - throw(_("Child Task exists for this Task. You can not delete this Task.")) + def populate_depends_on(self): + if self.parent_task: + parent = frappe.get_doc('Task', self.parent_task) + if self.name not in [row.task for row in parent.depends_on]: + parent.append("depends_on", { + "doctype": "Task Depends On", + "task": self.name, + "subject": self.subject + }) + parent.save() - self.update_nsm_model() + def on_trash(self): + if check_if_child_exists(self.name): + throw(_("Child Task exists for this Task. You can not delete this Task.")) - def after_delete(self): - self.update_project() + self.update_nsm_model() - def update_status(self): - if self.status not in ('Cancelled', 'Completed') and self.exp_end_date: - from datetime import datetime - if self.exp_end_date < datetime.now().date(): - self.db_set('status', 'Overdue', update_modified=False) - self.update_project() + def after_delete(self): + self.update_project() + + def update_status(self): + if self.status not in ('Cancelled', 'Completed') and self.exp_end_date: + from datetime import datetime + if self.exp_end_date < datetime.now().date(): + self.db_set('status', 'Overdue', update_modified=False) + self.update_project() @frappe.whitelist() def check_if_child_exists(name): - child_tasks = frappe.get_all("Task", filters={"parent_task": name}) - child_tasks = [get_link_to_form("Task", task.name) for task in child_tasks] - return child_tasks + child_tasks = frappe.get_all("Task", filters={"parent_task": name}) + child_tasks = [get_link_to_form("Task", task.name) for task in child_tasks] + return child_tasks @frappe.whitelist() @frappe.validate_and_sanitize_search_inputs def get_project(doctype, txt, searchfield, start, page_len, filters): - from erpnext.controllers.queries import get_match_cond - return frappe.db.sql(""" select name from `tabProject` - where %(key)s like %(txt)s - %(mcond)s - order by name - limit %(start)s, %(page_len)s""" % { - 'key': searchfield, - 'txt': frappe.db.escape('%' + txt + '%'), - 'mcond':get_match_cond(doctype), - 'start': start, - 'page_len': page_len - }) + from erpnext.controllers.queries import get_match_cond + return frappe.db.sql(""" select name from `tabProject` + where %(key)s like %(txt)s + %(mcond)s + order by name + limit %(start)s, %(page_len)s""" % { + 'key': searchfield, + 'txt': frappe.db.escape('%' + txt + '%'), + 'mcond':get_match_cond(doctype), + 'start': start, + 'page_len': page_len + }) @frappe.whitelist() def set_multiple_status(names, status): - names = json.loads(names) - for name in names: - task = frappe.get_doc("Task", name) - task.status = status - task.save() + names = json.loads(names) + for name in names: + task = frappe.get_doc("Task", name) + task.status = status + task.save() def set_tasks_as_overdue(): - tasks = frappe.get_all("Task", filters={"status": ["not in", ["Cancelled", "Completed"]]}, fields=["name", "status", "review_date"]) - for task in tasks: - if task.status == "Pending Review": - if getdate(task.review_date) > getdate(today()): - continue - frappe.get_doc("Task", task.name).update_status() + tasks = frappe.get_all("Task", filters={"status": ["not in", ["Cancelled", "Completed"]]}, fields=["name", "status", "review_date"]) + for task in tasks: + if task.status == "Pending Review": + if getdate(task.review_date) > getdate(today()): + continue + frappe.get_doc("Task", task.name).update_status() @frappe.whitelist() def make_timesheet(source_name, target_doc=None, ignore_permissions=False): - def set_missing_values(source, target): - target.append("time_logs", { - "hours": source.actual_time, - "completed": source.status == "Completed", - "project": source.project, - "task": source.name - }) + def set_missing_values(source, target): + target.append("time_logs", { + "hours": source.actual_time, + "completed": source.status == "Completed", + "project": source.project, + "task": source.name + }) - doclist = get_mapped_doc("Task", source_name, { - "Task": { - "doctype": "Timesheet" - } - }, target_doc, postprocess=set_missing_values, ignore_permissions=ignore_permissions) + doclist = get_mapped_doc("Task", source_name, { + "Task": { + "doctype": "Timesheet" + } + }, target_doc, postprocess=set_missing_values, ignore_permissions=ignore_permissions) - return doclist + return doclist @frappe.whitelist() def get_children(doctype, parent, task=None, project=None, is_root=False): - filters = [['docstatus', '<', '2']] + filters = [['docstatus', '<', '2']] - if task: - filters.append(['parent_task', '=', task]) - elif parent and not is_root: - # via expand child - filters.append(['parent_task', '=', parent]) - else: - filters.append(['ifnull(`parent_task`, "")', '=', '']) + if task: + filters.append(['parent_task', '=', task]) + elif parent and not is_root: + # via expand child + filters.append(['parent_task', '=', parent]) + else: + filters.append(['ifnull(`parent_task`, "")', '=', '']) - if project: - filters.append(['project', '=', project]) + if project: + filters.append(['project', '=', project]) - tasks = frappe.get_list(doctype, fields=[ - 'name as value', - 'subject as title', - 'is_group as expandable' - ], filters=filters, order_by='name') + tasks = frappe.get_list(doctype, fields=[ + 'name as value', + 'subject as title', + 'is_group as expandable' + ], filters=filters, order_by='name') - # return tasks - return tasks + # return tasks + return tasks @frappe.whitelist() def add_node(): - from frappe.desk.treeview import make_tree_args - args = frappe.form_dict - args.update({ - "name_field": "subject" - }) - args = make_tree_args(**args) + from frappe.desk.treeview import make_tree_args + args = frappe.form_dict + args.update({ + "name_field": "subject" + }) + args = make_tree_args(**args) - if args.parent_task == 'All Tasks' or args.parent_task == args.project: - args.parent_task = None + if args.parent_task == 'All Tasks' or args.parent_task == args.project: + args.parent_task = None - frappe.get_doc(args).insert() + frappe.get_doc(args).insert() @frappe.whitelist() def add_multiple_tasks(data, parent): - data = json.loads(data) - new_doc = {'doctype': 'Task', 'parent_task': parent if parent!="All Tasks" else ""} - new_doc['project'] = frappe.db.get_value('Task', {"name": parent}, 'project') or "" + data = json.loads(data) + new_doc = {'doctype': 'Task', 'parent_task': parent if parent!="All Tasks" else ""} + new_doc['project'] = frappe.db.get_value('Task', {"name": parent}, 'project') or "" - for d in data: - if not d.get("subject"): continue - new_doc['subject'] = d.get("subject") - new_task = frappe.get_doc(new_doc) - new_task.insert() + for d in data: + if not d.get("subject"): continue + new_doc['subject'] = d.get("subject") + new_task = frappe.get_doc(new_doc) + new_task.insert() def on_doctype_update(): - frappe.db.add_index("Task", ["lft", "rgt"]) + frappe.db.add_index("Task", ["lft", "rgt"]) def validate_project_dates(project_end_date, task, task_start, task_end, actual_or_expected_date): - if task.get(task_start) and date_diff(project_end_date, getdate(task.get(task_start))) < 0: - frappe.throw(_("Task's {0} Start Date cannot be after Project's End Date.").format(actual_or_expected_date)) + if task.get(task_start) and date_diff(project_end_date, getdate(task.get(task_start))) < 0: + frappe.throw(_("Task's {0} Start Date cannot be after Project's End Date.").format(actual_or_expected_date)) - if task.get(task_end) and date_diff(project_end_date, getdate(task.get(task_end))) < 0: - frappe.throw(_("Task's {0} End Date cannot be after Project's End Date.").format(actual_or_expected_date)) + if task.get(task_end) and date_diff(project_end_date, getdate(task.get(task_end))) < 0: + frappe.throw(_("Task's {0} End Date cannot be after Project's End Date.").format(actual_or_expected_date)) diff --git a/erpnext/projects/doctype/task/task_list.js b/erpnext/projects/doctype/task/task_list.js index 941fe97546..39734ee8b1 100644 --- a/erpnext/projects/doctype/task/task_list.js +++ b/erpnext/projects/doctype/task/task_list.js @@ -20,7 +20,8 @@ frappe.listview_settings['Task'] = { "Pending Review": "orange", "Working": "orange", "Completed": "green", - "Cancelled": "dark grey" + "Cancelled": "dark grey", + "Template": "blue" } return [__(doc.status), colors[doc.status], "status,=," + doc.status]; }, diff --git a/erpnext/projects/doctype/task/test_task.py b/erpnext/projects/doctype/task/test_task.py index 47a28fd111..0fad5e8807 100644 --- a/erpnext/projects/doctype/task/test_task.py +++ b/erpnext/projects/doctype/task/test_task.py @@ -30,14 +30,16 @@ class TestTask(unittest.TestCase): }) def test_reschedule_dependent_task(self): + project = frappe.get_value("Project", {"project_name": "_Test Project"}) + task1 = create_task("_Test Task 1", nowdate(), add_days(nowdate(), 10)) task2 = create_task("_Test Task 2", add_days(nowdate(), 11), add_days(nowdate(), 15), task1.name) - task2.get("depends_on")[0].project = "_Test Project" + task2.get("depends_on")[0].project = project task2.save() task3 = create_task("_Test Task 3", add_days(nowdate(), 11), add_days(nowdate(), 15), task2.name) - task3.get("depends_on")[0].project = "_Test Project" + task3.get("depends_on")[0].project = project task3.save() task1.update({ @@ -97,14 +99,19 @@ class TestTask(unittest.TestCase): self.assertEqual(frappe.db.get_value("Task", task.name, "status"), "Overdue") -def create_task(subject, start=None, end=None, depends_on=None, project=None, save=True): +def create_task(subject, start=None, end=None, depends_on=None, project=None, parent_task=None, is_group=0, is_template=0, begin=0, duration=0, save=True): if not frappe.db.exists("Task", subject): task = frappe.new_doc('Task') task.status = "Open" task.subject = subject task.exp_start_date = start or nowdate() task.exp_end_date = end or nowdate() - task.project = project or "_Test Project" + task.project = project or None if is_template else frappe.get_value("Project", {"project_name": "_Test Project"}) + task.is_template = is_template + task.start = begin + task.duration = duration + task.is_group = is_group + task.parent_task = parent_task if save: task.save() else: @@ -116,5 +123,4 @@ def create_task(subject, start=None, end=None, depends_on=None, project=None, sa }) if save: task.save() - return task diff --git a/erpnext/projects/doctype/timesheet/test_timesheet.py b/erpnext/projects/doctype/timesheet/test_timesheet.py index a5ce44dcf2..4cb38049ff 100644 --- a/erpnext/projects/doctype/timesheet/test_timesheet.py +++ b/erpnext/projects/doctype/timesheet/test_timesheet.py @@ -89,10 +89,11 @@ class TestTimesheet(unittest.TestCase): def test_timesheet_billing_based_on_project(self): emp = make_employee("test_employee_6@salary.com") + project = frappe.get_value("Project", {"project_name": "_Test Project"}) - timesheet = make_timesheet(emp, simulate=True, billable=1, project = '_Test Project', company='_Test Company') + timesheet = make_timesheet(emp, simulate=True, billable=1, project=project, company='_Test Company') sales_invoice = create_sales_invoice(do_not_save=True) - sales_invoice.project = '_Test Project' + sales_invoice.project = project sales_invoice.submit() ts = frappe.get_doc('Timesheet', timesheet.name) diff --git a/erpnext/projects/doctype/timesheet/timesheet.js b/erpnext/projects/doctype/timesheet/timesheet.js index b068245a8b..b123af5d18 100644 --- a/erpnext/projects/doctype/timesheet/timesheet.js +++ b/erpnext/projects/doctype/timesheet/timesheet.js @@ -134,7 +134,7 @@ frappe.ui.form.on("Timesheet", { }); }, - project: function(frm) { + parent_project: function(frm) { set_project_in_timelog(frm); }, @@ -168,8 +168,8 @@ frappe.ui.form.on("Timesheet Detail", { }, time_logs_add: function(frm, cdt, cdn) { - if(frm.doc.project) { - frappe.model.set_value(cdt, cdn, 'project', frm.doc.project); + if(frm.doc.parent_project) { + frappe.model.set_value(cdt, cdn, 'project', frm.doc.parent_project); } var $trigger_again = $('.form-grid').find('.grid-row').find('.btn-open-row'); @@ -308,7 +308,9 @@ const set_employee_and_company = function(frm) { }; function set_project_in_timelog(frm) { - if(frm.doc.project){ - erpnext.utils.copy_value_in_all_rows(frm.doc, frm.doc.doctype, frm.doc.name, "time_logs", "project"); + if(frm.doc.parent_project) { + $.each(frm.doc.time_logs || [], function(i, item) { + frappe.model.set_value(item.doctype, item.name, "project", frm.doc.parent_project); + }); } } \ No newline at end of file diff --git a/erpnext/projects/doctype/timesheet/timesheet.json b/erpnext/projects/doctype/timesheet/timesheet.json index 4c2edf4f03..b28682184e 100644 --- a/erpnext/projects/doctype/timesheet/timesheet.json +++ b/erpnext/projects/doctype/timesheet/timesheet.json @@ -15,7 +15,7 @@ "column_break_3", "salary_slip", "status", - "project", + "parent_project", "employee_detail", "employee", "employee_name", @@ -261,7 +261,7 @@ "read_only": 1 }, { - "fieldname": "project", + "fieldname": "parent_project", "fieldtype": "Link", "label": "Project", "options": "Project" @@ -271,7 +271,7 @@ "idx": 1, "is_submittable": 1, "links": [], - "modified": "2020-10-29 07:50:35.938231", + "modified": "2021-01-08 20:51:14.590080", "modified_by": "Administrator", "module": "Projects", "name": "Timesheet", diff --git a/erpnext/public/js/controllers/accounts.js b/erpnext/public/js/controllers/accounts.js index 29f35958e1..649eb454ac 100644 --- a/erpnext/public/js/controllers/accounts.js +++ b/erpnext/public/js/controllers/accounts.js @@ -31,15 +31,6 @@ frappe.ui.form.on(cur_frm.doctype, { } } }); - - frm.set_query("cost_center", "taxes", function(doc) { - return { - filters: { - 'company': doc.company, - "is_group": 0 - } - } - }); } }, validate: function(frm) { diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js index 2c78b41bad..26280998f9 100644 --- a/erpnext/public/js/controllers/transaction.js +++ b/erpnext/public/js/controllers/transaction.js @@ -1,6 +1,8 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt +frappe.provide('erpnext.accounts.dimensions'); + erpnext.TransactionController = erpnext.taxes_and_totals.extend({ setup: function() { this._super(); @@ -106,6 +108,8 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ if(!item.warehouse && frm.doc.set_warehouse) { item.warehouse = frm.doc.set_warehouse; } + + erpnext.accounts.dimensions.copy_dimension_from_first_row(frm, cdt, cdn, 'items'); } }); @@ -159,16 +163,6 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ }; }); } - if (this.frm.fields_dict["items"].grid.get_field("cost_center")) { - this.frm.set_query("cost_center", "items", function(doc) { - return { - filters: { - "company": doc.company, - "is_group": 0 - } - }; - }); - } if (this.frm.fields_dict["items"].grid.get_field("expense_account")) { this.frm.set_query("expense_account", "items", function(doc) { @@ -543,6 +537,7 @@ erpnext.TransactionController = erpnext.taxes_and_totals.extend({ company: me.frm.doc.company, order_type: me.frm.doc.order_type, is_pos: cint(me.frm.doc.is_pos), + is_return: cint(me.frm.doc.is_return), is_subcontracted: me.frm.doc.is_subcontracted, transaction_date: me.frm.doc.transaction_date || me.frm.doc.posting_date, ignore_pricing_rule: me.frm.doc.ignore_pricing_rule, diff --git a/erpnext/public/js/queries.js b/erpnext/public/js/queries.js index 560a5617da..b635adcd44 100644 --- a/erpnext/public/js/queries.js +++ b/erpnext/public/js/queries.js @@ -115,7 +115,26 @@ $.extend(erpnext.queries, { ["Warehouse", "is_group", "=",0] ] - } + }; + }, + + get_filtered_dimensions: function(doc, child_fields, dimension, company) { + let account = ''; + + child_fields.forEach((field) => { + if (!account) { + account = doc[field]; + } + }); + + return { + query: "erpnext.controllers.queries.get_filtered_dimensions", + filters: { + 'dimension': dimension, + 'account': account, + 'company': company + } + }; } }); diff --git a/erpnext/public/js/utils.js b/erpnext/public/js/utils.js index 891bbe5b59..c39609bd38 100755 --- a/erpnext/public/js/utils.js +++ b/erpnext/public/js/utils.js @@ -194,15 +194,21 @@ $.extend(erpnext.utils, { add_dimensions: function(report_name, index) { let filters = frappe.query_reports[report_name].filters; - erpnext.dimension_filters.forEach((dimension) => { - let found = filters.some(el => el.fieldname === dimension['fieldname']); + frappe.call({ + method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimensions", + callback: function(r) { + let accounting_dimensions = r.message[0]; + accounting_dimensions.forEach((dimension) => { + let found = filters.some(el => el.fieldname === dimension['fieldname']); - if (!found) { - filters.splice(index, 0 ,{ - "fieldname": dimension["fieldname"], - "label": __(dimension["label"]), - "fieldtype": "Link", - "options": dimension["document_type"] + if (!found) { + filters.splice(index, 0, { + "fieldname": dimension["fieldname"], + "label": __(dimension["label"]), + "fieldtype": "Link", + "options": dimension["document_type"] + }); + } }); } }); diff --git a/erpnext/public/js/utils/dimension_tree_filter.js b/erpnext/public/js/utils/dimension_tree_filter.js index b6720c05cb..96e181788e 100644 --- a/erpnext/public/js/utils/dimension_tree_filter.js +++ b/erpnext/public/js/utils/dimension_tree_filter.js @@ -1,54 +1,83 @@ -frappe.provide('frappe.ui.form'); +frappe.provide('erpnext.accounts'); -let default_dimensions = {}; +erpnext.accounts.dimensions = { + setup_dimension_filters(frm, doctype) { + this.accounting_dimensions = []; + this.default_dimensions = {}; + this.fetch_custom_dimensions(frm, doctype); + }, -let doctypes_with_dimensions = ["GL Entry", "Sales Invoice", "Purchase Invoice", "Payment Entry", "Asset", - "Expense Claim", "Stock Entry", "Budget", "Payroll Entry", "Delivery Note", "Shipping Rule", "Loyalty Program", - "Fee Schedule", "Fee Structure", "Stock Reconciliation", "Travel Request", "Fees", "POS Profile", "Opening Invoice Creation Tool", - "Subscription", "Purchase Order", "Journal Entry", "Material Request", "Purchase Receipt", "Landed Cost Item", "Asset"]; + fetch_custom_dimensions(frm, doctype) { + let me = this; + frappe.call({ + method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimensions", + args: { + 'with_cost_center_and_project': true + }, + callback: function(r) { + me.accounting_dimensions = r.message[0]; + me.default_dimensions = r.message[1]; + me.setup_filters(frm, doctype); + } + }); + }, -let child_docs = ["Sales Invoice Item", "Purchase Invoice Item", "Purchase Order Item", "Journal Entry Account", - "Material Request Item", "Delivery Note Item", "Purchase Receipt Item", "Stock Entry Detail", "Payment Entry Deduction", - "Landed Cost Item", "Asset Value Adjustment", "Opening Invoice Creation Tool Item", "Subscription Plan"]; - -frappe.call({ - method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.get_dimension_filters", - callback: function(r) { - erpnext.dimension_filters = r.message[0]; - default_dimensions = r.message[1]; - } -}); - -doctypes_with_dimensions.forEach((doctype) => { - frappe.ui.form.on(doctype, { - onload: function(frm) { - erpnext.dimension_filters.forEach((dimension) => { + setup_filters(frm, doctype) { + if (this.accounting_dimensions) { + this.accounting_dimensions.forEach((dimension) => { frappe.model.with_doctype(dimension['document_type'], () => { - if(frappe.meta.has_field(dimension['document_type'], 'is_group')) { - frm.set_query(dimension['fieldname'], { - "is_group": 0 - }); - } + let parent_fields = []; + frappe.meta.get_docfields(doctype).forEach((df) => { + if (df.fieldtype === 'Link' && df.options === 'Account') { + parent_fields.push(df.fieldname); + } else if (df.fieldtype === 'Table') { + this.setup_child_filters(frm, df.options, df.fieldname, dimension['fieldname']); + } + + if (frappe.meta.has_field(doctype, dimension['fieldname'])) { + this.setup_account_filters(frm, dimension['fieldname'], parent_fields); + } + }); }); }); - }, + } + }, - company: function(frm) { - if(frm.doc.company && (Object.keys(default_dimensions || {}).length > 0) - && default_dimensions[frm.doc.company]) { - frm.trigger('update_dimension'); - } - }, + setup_child_filters(frm, doctype, parentfield, dimension) { + let fields = []; - update_dimension: function(frm) { - erpnext.dimension_filters.forEach((dimension) => { - if(frm.is_new()) { - if(frm.doc.company && Object.keys(default_dimensions || {}).length > 0 - && default_dimensions[frm.doc.company]) { + if (frappe.meta.has_field(doctype, dimension)) { + frappe.model.with_doctype(doctype, () => { + frappe.meta.get_docfields(doctype).forEach((df) => { + if (df.fieldtype === 'Link' && df.options === 'Account') { + fields.push(df.fieldname); + } + }); - let default_dimension = default_dimensions[frm.doc.company][dimension['fieldname']]; + frm.set_query(dimension, parentfield, function(doc, cdt, cdn) { + let row = locals[cdt][cdn]; + return erpnext.queries.get_filtered_dimensions(row, fields, dimension, doc.company); + }); + }); + } + }, - if(default_dimension) { + setup_account_filters(frm, dimension, fields) { + frm.set_query(dimension, function(doc) { + return erpnext.queries.get_filtered_dimensions(doc, fields, dimension, doc.company); + }); + }, + + update_dimension(frm, doctype) { + if (this.accounting_dimensions) { + this.accounting_dimensions.forEach((dimension) => { + if (frm.is_new()) { + if (frm.doc.company && Object.keys(this.default_dimensions || {}).length > 0 + && this.default_dimensions[frm.doc.company]) { + + let default_dimension = this.default_dimensions[frm.doc.company][dimension['fieldname']]; + + if (default_dimension) { if (frappe.meta.has_field(doctype, dimension['fieldname'])) { frm.set_value(dimension['fieldname'], default_dimension); } @@ -61,23 +90,14 @@ doctypes_with_dimensions.forEach((doctype) => { } }); } - }); -}); + }, -child_docs.forEach((doctype) => { - frappe.ui.form.on(doctype, { - items_add: function(frm, cdt, cdn) { - erpnext.dimension_filters.forEach((dimension) => { - var row = frappe.get_doc(cdt, cdn); - frm.script_manager.copy_from_first_row("items", row, [dimension['fieldname']]); - }); - }, - - accounts_add: function(frm, cdt, cdn) { - erpnext.dimension_filters.forEach((dimension) => { - var row = frappe.get_doc(cdt, cdn); - frm.script_manager.copy_from_first_row("accounts", row, [dimension['fieldname']]); + copy_dimension_from_first_row(frm, cdt, cdn, fieldname) { + if (frappe.meta.has_field(frm.doctype, fieldname) && this.accounting_dimensions) { + this.accounting_dimensions.forEach((dimension) => { + let row = frappe.get_doc(cdt, cdn); + frm.script_manager.copy_from_first_row(fieldname, row, [dimension['fieldname']]); }); } - }); -}); \ No newline at end of file + } +}; \ No newline at end of file diff --git a/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json index 5c1c79dc04..3034370fea 100644 --- a/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json +++ b/erpnext/regional/doctype/e_invoice_request_log/e_invoice_request_log.json @@ -24,9 +24,8 @@ }, { "fieldname": "reference_invoice", - "fieldtype": "Link", - "label": "Reference Invoice", - "options": "Sales Invoice" + "fieldtype": "Data", + "label": "Reference Invoice" }, { "fieldname": "headers", @@ -64,7 +63,7 @@ ], "index_web_pages_for_search": 1, "links": [], - "modified": "2020-12-24 21:09:38.882866", + "modified": "2021-01-13 12:06:57.253111", "modified_by": "Administrator", "module": "Regional", "name": "E Invoice Request Log", diff --git a/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json index 4dcb22a54c..db8bda75bf 100644 --- a/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json +++ b/erpnext/regional/doctype/e_invoice_settings/e_invoice_settings.json @@ -7,6 +7,7 @@ "field_order": [ "enable", "section_break_2", + "sandbox_mode", "credentials", "auth_token", "token_expiry" @@ -41,12 +42,18 @@ "label": "Credentials", "mandatory_depends_on": "enable", "options": "E Invoice User" + }, + { + "default": "0", + "fieldname": "sandbox_mode", + "fieldtype": "Check", + "label": "Sandbox Mode" } ], "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2020-12-22 15:34:57.280044", + "modified": "2021-01-13 12:04:49.449199", "modified_by": "Administrator", "module": "Regional", "name": "E Invoice Settings", diff --git a/erpnext/regional/germany/accounts_controller.py b/erpnext/regional/germany/accounts_controller.py index 5b2b31f204..7f76493608 100644 --- a/erpnext/regional/germany/accounts_controller.py +++ b/erpnext/regional/germany/accounts_controller.py @@ -48,9 +48,6 @@ def validate_regional(doc): def missing(field_label, regulation): """Notify the user that a required field is missing.""" - context = 'Specific for Germany. Example: Remember to set Company Tax ID. It is required by § 14 Abs. 4 Nr. 2 UStG.' - msgprint(_('Remember to set {field_label}. It is required by {regulation}.', context=context).format( - field_label=frappe.bold(_(field_label)), - regulation=regulation - ) - ) + translated_msg = _('Remember to set {field_label}. It is required by {regulation}.', context='Specific for Germany. Example: Remember to set Company Tax ID. It is required by § 14 Abs. 4 Nr. 2 UStG.') # noqa: E501 + formatted_msg = translated_msg.format(field_label=frappe.bold(_(field_label)), regulation=regulation) + msgprint(formatted_msg) diff --git a/erpnext/regional/germany/test_accounts_controller.py b/erpnext/regional/germany/test_accounts_controller.py new file mode 100644 index 0000000000..8bd378c971 --- /dev/null +++ b/erpnext/regional/germany/test_accounts_controller.py @@ -0,0 +1,12 @@ +import frappe +import unittest +from erpnext.regional.germany.accounts_controller import validate_regional + + +class TestAccountsController(unittest.TestCase): + + def setUp(self): + self.sales_invoice = frappe.get_last_doc('Sales Invoice') + + def test_validate_regional(self): + validate_regional(self.sales_invoice) diff --git a/erpnext/regional/india/e_invoice/utils.py b/erpnext/regional/india/e_invoice/utils.py index 02ce6c14c9..d0cac90e4d 100644 --- a/erpnext/regional/india/e_invoice/utils.py +++ b/erpnext/regional/india/e_invoice/utils.py @@ -15,7 +15,7 @@ from frappe import _, bold from pyqrcode import create as qrcreate from frappe.integrations.utils import make_post_request, make_get_request from erpnext.regional.india.utils import get_gst_accounts, get_place_of_supply -from frappe.utils.data import cstr, cint, format_date, flt, time_diff_in_seconds, now_datetime, add_to_date +from frappe.utils.data import cstr, cint, format_date, flt, time_diff_in_seconds, now_datetime, add_to_date, get_link_to_form def validate_einvoice_fields(doc): einvoicing_enabled = cint(frappe.db.get_value('E Invoice Settings', 'E Invoice Settings', 'enable')) @@ -84,29 +84,32 @@ def get_doc_details(invoice): )) def get_party_details(address_name): - address = frappe.get_all('Address', filters={'name': address_name}, fields=['*'])[0] - gstin = address.get('gstin') + d = frappe.get_all('Address', filters={'name': address_name}, fields=['*'])[0] - gstin_details = get_gstin_details(gstin) - legal_name = gstin_details.get('LegalName') or gstin_details.get('TradeName') - location = gstin_details.get('AddrLoc') or address.get('city') - state_code = gstin_details.get('StateCode') - pincode = gstin_details.get('AddrPncd') - address_line1 = '{} {}'.format(gstin_details.get('AddrBno'), gstin_details.get('AddrFlno')) - address_line2 = '{} {}'.format(gstin_details.get('AddrBnm'), gstin_details.get('AddrSt')) - email_id = address.get('email_id') - phone = address.get('phone') - # get last 10 digit - phone = phone.replace(" ", "")[-10:] if phone else '' + if (not d.gstin + or not d.city + or not d.pincode + or not d.address_title + or not d.address_line1 + or not d.gst_state_number): - if state_code == 97: + frappe.throw( + msg=_('Address lines, city, pincode, gstin is mandatory for address {}. Please set them and try again.').format( + get_link_to_form('Address', address_name) + ), + title=_('Missing Address Fields') + ) + + if d.gst_state_number == 97: # according to einvoice standard pincode = 999999 return frappe._dict(dict( - gstin=gstin, legal_name=legal_name, location=location, - pincode=pincode, state_code=state_code, address_line1=address_line1, - address_line2=address_line2, email=email_id, phone=phone + gstin=d.gstin, legal_name=d.address_title, + location=d.city, pincode=d.pincode, + state_code=d.gst_state_number, + address_line1=d.address_line1, + address_line2=d.address_line2 )) def get_gstin_details(gstin): @@ -127,14 +130,22 @@ def get_gstin_details(gstin): return GSPConnector.get_gstin_details(gstin) def get_overseas_address_details(address_name): - address_title, address_line1, address_line2, city, phone, email_id = frappe.db.get_value( - 'Address', address_name, ['address_title', 'address_line1', 'address_line2', 'city', 'phone', 'email_id'] + address_title, address_line1, address_line2, city = frappe.db.get_value( + 'Address', address_name, ['address_title', 'address_line1', 'address_line2', 'city'] ) + if not address_title or not address_line1 or not city: + frappe.throw( + msg=_('Address lines and city is mandatory for address {}. Please set them and try again.').format( + get_link_to_form('Address', address_name) + ), + title=_('Missing Address Fields') + ) + return frappe._dict(dict( - gstin='URP', legal_name=address_title, address_line1=address_line1, - address_line2=address_line2, email=email_id, phone=phone, - pincode=999999, state_code=96, place_of_supply=96, location=city + gstin='URP', legal_name=address_title, location=city, + address_line1=address_line1, address_line2=address_line2, + pincode=999999, state_code=96, place_of_supply=96 )) def get_item_list(invoice): @@ -146,9 +157,10 @@ def get_item_list(invoice): item.update(d.as_dict()) item.sr_no = d.idx - item.discount_amount = abs(item.discount_amount * item.qty) - item.description = d.item_name + item.description = d.item_name.replace('"', '\\"') + item.qty = abs(item.qty) + item.discount_amount = abs(item.discount_amount * item.qty) item.unit_rate = abs(item.base_amount / item.qty) item.gross_amount = abs(item.base_amount) item.taxable_value = abs(item.base_amount) @@ -156,6 +168,7 @@ def get_item_list(invoice): item.batch_expiry_date = frappe.db.get_value('Batch', d.batch_no, 'expiry_date') if d.batch_no else None item.batch_expiry_date = format_date(item.batch_expiry_date, 'dd/mm/yyyy') if item.batch_expiry_date else None item.is_service_item = 'N' if frappe.db.get_value('Item', d.item_code, 'is_stock_item') else 'Y' + item.serial_no = "" item = update_item_taxes(invoice, item) @@ -205,8 +218,8 @@ def update_item_taxes(invoice, item): def get_invoice_value_details(invoice): invoice_value_details = frappe._dict(dict()) invoice_value_details.base_total = abs(invoice.base_total) - invoice_value_details.invoice_discount_amt = invoice.discount_amount - invoice_value_details.round_off = invoice.rounding_adjustment + invoice_value_details.invoice_discount_amt = invoice.base_discount_amount + invoice_value_details.round_off = invoice.base_rounding_adjustment invoice_value_details.base_grand_total = abs(invoice.base_rounded_total) or abs(invoice.base_grand_total) invoice_value_details.grand_total = abs(invoice.rounded_total) or abs(invoice.grand_total) @@ -272,7 +285,25 @@ def get_eway_bill_details(invoice): vehicle_type=vehicle_type[invoice.gst_vehicle_type] )) +def validate_mandatory_fields(invoice): + if not invoice.company_address: + frappe.throw(_('Company Address is mandatory to fetch company GSTIN details.'), title=_('Missing Fields')) + if not invoice.customer_address: + frappe.throw(_('Customer Address is mandatory to fetch customer GSTIN details.'), title=_('Missing Fields')) + if not frappe.db.get_value('Address', invoice.company_address, 'gstin'): + frappe.throw( + _('GSTIN is mandatory to fetch company GSTIN details. Please enter GSTIN in selected company address.'), + title=_('Missing Fields') + ) + if not frappe.db.get_value('Address', invoice.customer_address, 'gstin'): + frappe.throw( + _('GSTIN is mandatory to fetch customer GSTIN details. Please enter GSTIN in selected customer address.'), + title=_('Missing Fields') + ) + def make_einvoice(invoice): + validate_mandatory_fields(invoice) + schema = read_json('einv_template') transaction_details = get_transaction_details(invoice) @@ -291,7 +322,10 @@ def make_einvoice(invoice): shipping_details = payment_details = prev_doc_details = eway_bill_details = frappe._dict({}) if invoice.shipping_address_name and invoice.customer_address != invoice.shipping_address_name: - shipping_details = get_party_details(invoice.shipping_address_name) + if invoice.gst_category == 'Overseas': + shipping_details = get_overseas_address_details(invoice.shipping_address_name) + else: + shipping_details = get_party_details(invoice.shipping_address_name) if invoice.is_pos and invoice.base_paid_amount: payment_details = get_payment_details(invoice) @@ -351,7 +385,7 @@ def validate_einvoice(validations, einvoice, errors=[]): # remove empty dicts einvoice.pop(fieldname, None) continue - + # convert to int or str if value_type == 'string': einvoice[fieldname] = str(value) @@ -383,15 +417,19 @@ class RequestFailed(Exception): pass class GSPConnector(): def __init__(self, doctype=None, docname=None): self.e_invoice_settings = frappe.get_cached_doc('E Invoice Settings') + sandbox_mode = self.e_invoice_settings.sandbox_mode + self.invoice = frappe.get_cached_doc(doctype, docname) if doctype and docname else None self.credentials = self.get_credentials() - self.base_url = 'https://gsp.adaequare.com' - self.authenticate_url = self.base_url + '/gsp/authenticate?grant_type=token' - self.gstin_details_url = self.base_url + '/enriched/ei/api/master/gstin' - self.generate_irn_url = self.base_url + '/enriched/ei/api/invoice' - self.irn_details_url = self.base_url + '/enriched/ei/api/invoice/irn' + # authenticate url is same for sandbox & live + self.authenticate_url = 'https://gsp.adaequare.com/gsp/authenticate?grant_type=token' + self.base_url = 'https://gsp.adaequare.com' if not sandbox_mode else 'https://gsp.adaequare.com/test' + self.cancel_irn_url = self.base_url + '/enriched/ei/api/invoice/cancel' + self.irn_details_url = self.base_url + '/enriched/ei/api/invoice/irn' + self.generate_irn_url = self.base_url + '/enriched/ei/api/invoice' + self.gstin_details_url = self.base_url + '/enriched/ei/api/master/gstin' self.cancel_ewaybill_url = self.base_url + '/enriched/ei/api/ewayapi' self.generate_ewaybill_url = self.base_url + '/enriched/ei/api/ewaybill' @@ -727,7 +765,7 @@ class GSPConnector(): _file = frappe.new_doc('File') _file.update({ - 'file_name': f'QRCode_{docname}.png', + 'file_name': 'QRCode_{}.png'.format(docname.replace('/', '-')), 'attached_to_doctype': doctype, 'attached_to_name': docname, 'content': 'qrcode', diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py index 5321a9a3b5..526198424f 100644 --- a/erpnext/regional/india/setup.py +++ b/erpnext/regional/india/setup.py @@ -7,7 +7,7 @@ import frappe, os, json from frappe.custom.doctype.custom_field.custom_field import create_custom_fields from frappe.permissions import add_permission, update_permission_property from erpnext.regional.india import states -from erpnext.accounts.utils import get_fiscal_year +from erpnext.accounts.utils import get_fiscal_year, FiscalYearError from frappe.utils import today def setup(company=None, patch=True): @@ -629,15 +629,20 @@ def set_salary_components(docs): def set_tax_withholding_category(company): accounts = [] + fiscal_year = None abbr = frappe.get_value("Company", company, "abbr") tds_account = frappe.get_value("Account", 'TDS Payable - {0}'.format(abbr), 'name') if company and tds_account: accounts = [dict(company=company, account=tds_account)] - fiscal_year = get_fiscal_year(today(), company=company)[0] - docs = get_tds_details(accounts, fiscal_year) + try: + fiscal_year = get_fiscal_year(today(), verbose=0, company=company)[0] + except FiscalYearError: + pass + docs = get_tds_details(accounts, fiscal_year) + for d in docs: try: doc = frappe.get_doc(d) @@ -650,11 +655,14 @@ def set_tax_withholding_category(company): if accounts: doc.append("accounts", accounts[0]) - # if fiscal year don't match with any of the already entered data, append rate row - fy_exist = [k for k in doc.get('rates') if k.get('fiscal_year')==fiscal_year] - if not fy_exist: - doc.append("rates", d.get('rates')[0]) - + if fiscal_year: + # if fiscal year don't match with any of the already entered data, append rate row + fy_exist = [k for k in doc.get('rates') if k.get('fiscal_year')==fiscal_year] + if not fy_exist: + doc.append("rates", d.get('rates')[0]) + + doc.flags.ignore_permissions = True + doc.flags.ignore_mandatory = True doc.save() def set_tds_account(docs, company): diff --git a/erpnext/regional/india/utils.py b/erpnext/regional/india/utils.py index f256a66266..0d8263835d 100644 --- a/erpnext/regional/india/utils.py +++ b/erpnext/regional/india/utils.py @@ -48,6 +48,9 @@ def validate_gstin_for_india(doc, method): validate_gstin_check_digit(doc.gstin) set_gst_state_and_state_number(doc) + if not doc.gst_state: + frappe.throw(_("Please Enter GST state")) + if doc.gst_state_number != doc.gstin[:2]: frappe.throw(_("Invalid GSTIN! First 2 digits of GSTIN should match with State number {0}.") .format(doc.gst_state_number)) diff --git a/erpnext/selling/doctype/quotation/quotation.js b/erpnext/selling/doctype/quotation/quotation.js index 661e107e1e..5a0d9c9065 100644 --- a/erpnext/selling/doctype/quotation/quotation.js +++ b/erpnext/selling/doctype/quotation/quotation.js @@ -7,7 +7,7 @@ frappe.ui.form.on('Quotation', { setup: function(frm) { frm.custom_make_buttons = { - 'Sales Order': 'Make Sales Order' + 'Sales Order': 'Sales Order' }, frm.set_query("quotation_to", function() { diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py index 20ae19f5db..36b584d488 100644 --- a/erpnext/selling/doctype/quotation/quotation.py +++ b/erpnext/selling/doctype/quotation/quotation.py @@ -25,7 +25,6 @@ class Quotation(SellingController): def validate(self): super(Quotation, self).validate() self.set_status() - self.update_opportunity() self.validate_uom_is_integer("stock_uom", "qty") self.validate_valid_till() self.set_customer_name() @@ -50,21 +49,20 @@ class Quotation(SellingController): lead_name, company_name = frappe.db.get_value("Lead", self.party_name, ["lead_name", "company_name"]) self.customer_name = company_name or lead_name - def update_opportunity(self): + def update_opportunity(self, status): for opportunity in list(set([d.prevdoc_docname for d in self.get("items")])): if opportunity: - self.update_opportunity_status(opportunity) + self.update_opportunity_status(status, opportunity) if self.opportunity: - self.update_opportunity_status() + self.update_opportunity_status(status) - def update_opportunity_status(self, opportunity=None): + def update_opportunity_status(self, status, opportunity=None): if not opportunity: opportunity = self.opportunity opp = frappe.get_doc("Opportunity", opportunity) - opp.status = None - opp.set_status(update=True) + opp.set_status(status=status, update=True) def declare_enquiry_lost(self, lost_reasons_list, detailed_reason=None): if not self.has_sales_order(): @@ -82,7 +80,7 @@ class Quotation(SellingController): else: frappe.throw(_("Invalid lost reason {0}, please create a new lost reason").format(frappe.bold(reason.get('lost_reason')))) - self.update_opportunity() + self.update_opportunity('Lost') self.update_lead() self.save() @@ -95,7 +93,7 @@ class Quotation(SellingController): self.company, self.base_grand_total, self) #update enquiry status - self.update_opportunity() + self.update_opportunity('Quotation') self.update_lead() def on_cancel(self): @@ -105,7 +103,7 @@ class Quotation(SellingController): #update enquiry status self.set_status(update=True) - self.update_opportunity() + self.update_opportunity('Open') self.update_lead() def print_other_charges(self,docname): diff --git a/erpnext/selling/doctype/sales_order/sales_order.py b/erpnext/selling/doctype/sales_order/sales_order.py index 9388e0927e..1516dd6d95 100755 --- a/erpnext/selling/doctype/sales_order/sales_order.py +++ b/erpnext/selling/doctype/sales_order/sales_order.py @@ -158,7 +158,6 @@ class SalesOrder(SellingController): frappe.throw(_("Quotation {0} is cancelled").format(quotation)) doc.set_status(update=True) - doc.update_opportunity() def validate_drop_ship(self): for d in self.get('items'): @@ -830,56 +829,49 @@ def make_purchase_order_for_default_supplier(source_name, selected_items=None, t frappe.throw(_("Please set a Supplier against the Items to be considered in the Purchase Order.")) for supplier in suppliers: - po = frappe.get_list("Purchase Order", filters={"sales_order":source_name, "supplier":supplier, "docstatus": ("<", "2")}) - if len(po) == 0: - doc = get_mapped_doc("Sales Order", source_name, { - "Sales Order": { - "doctype": "Purchase Order", - "field_no_map": [ - "address_display", - "contact_display", - "contact_mobile", - "contact_email", - "contact_person", - "taxes_and_charges", - "shipping_address", - "terms" - ], - "validation": { - "docstatus": ["=", 1] - } - }, - "Sales Order Item": { - "doctype": "Purchase Order Item", - "field_map": [ - ["name", "sales_order_item"], - ["parent", "sales_order"], - ["stock_uom", "stock_uom"], - ["uom", "uom"], - ["conversion_factor", "conversion_factor"], - ["delivery_date", "schedule_date"] - ], - "field_no_map": [ - "rate", - "price_list_rate", - "item_tax_template", - "discount_percentage", - "discount_amount", - "pricing_rules" - ], - "postprocess": update_item, - "condition": lambda doc: doc.ordered_qty < doc.stock_qty and doc.supplier == supplier and doc.item_code in items_to_map + doc = get_mapped_doc("Sales Order", source_name, { + "Sales Order": { + "doctype": "Purchase Order", + "field_no_map": [ + "address_display", + "contact_display", + "contact_mobile", + "contact_email", + "contact_person", + "taxes_and_charges", + "shipping_address", + "terms" + ], + "validation": { + "docstatus": ["=", 1] } - }, target_doc, set_missing_values) + }, + "Sales Order Item": { + "doctype": "Purchase Order Item", + "field_map": [ + ["name", "sales_order_item"], + ["parent", "sales_order"], + ["stock_uom", "stock_uom"], + ["uom", "uom"], + ["conversion_factor", "conversion_factor"], + ["delivery_date", "schedule_date"] + ], + "field_no_map": [ + "rate", + "price_list_rate", + "item_tax_template", + "discount_percentage", + "discount_amount", + "pricing_rules" + ], + "postprocess": update_item, + "condition": lambda doc: doc.ordered_qty < doc.stock_qty and doc.supplier == supplier and doc.item_code in items_to_map + } + }, target_doc, set_missing_values) - doc.insert() - else: - suppliers =[] - if suppliers: + doc.insert() frappe.db.commit() return doc - else: - frappe.msgprint(_("Purchase Order already created for all Sales Order items")) @frappe.whitelist() def make_purchase_order(source_name, selected_items=None, target_doc=None): @@ -1094,4 +1086,4 @@ def update_produced_qty_in_so_item(sales_order, sales_order_item): if not total_produced_qty and frappe.flags.in_patch: return - frappe.db.set_value('Sales Order Item', sales_order_item, 'produced_qty', total_produced_qty) \ No newline at end of file + frappe.db.set_value('Sales Order Item', sales_order_item, 'produced_qty', total_produced_qty) diff --git a/erpnext/selling/doctype/sales_order/test_sales_order.py b/erpnext/selling/doctype/sales_order/test_sales_order.py index 643e7cf38b..e259367e58 100644 --- a/erpnext/selling/doctype/sales_order/test_sales_order.py +++ b/erpnext/selling/doctype/sales_order/test_sales_order.py @@ -772,6 +772,59 @@ class TestSalesOrder(unittest.TestCase): so.load_from_db() so.cancel() + def test_drop_shipping_partial_order(self): + from erpnext.selling.doctype.sales_order.sales_order import make_purchase_order_for_default_supplier, \ + update_status as so_update_status + + # make items + po_item1 = make_item("_Test Item for Drop Shipping 1", {"is_stock_item": 1, "delivered_by_supplier": 1}) + po_item2 = make_item("_Test Item for Drop Shipping 2", {"is_stock_item": 1, "delivered_by_supplier": 1}) + + so_items = [ + { + "item_code": po_item1.item_code, + "warehouse": "", + "qty": 2, + "rate": 400, + "delivered_by_supplier": 1, + "supplier": '_Test Supplier' + }, + { + "item_code": po_item2.item_code, + "warehouse": "", + "qty": 2, + "rate": 400, + "delivered_by_supplier": 1, + "supplier": '_Test Supplier' + } + ] + + # create so and po + so = make_sales_order(item_list=so_items, do_not_submit=True) + so.submit() + + # create po for only one item + po1 = make_purchase_order_for_default_supplier(so.name, selected_items=[so_items[0]]) + po1.submit() + + self.assertEqual(so.customer, po1.customer) + self.assertEqual(po1.items[0].sales_order, so.name) + self.assertEqual(po1.items[0].item_code, po_item1.item_code) + #test po item length + self.assertEqual(len(po1.items), 1) + + # create po for remaining item + po2 = make_purchase_order_for_default_supplier(so.name, selected_items=[so_items[1]]) + po2.submit() + + # teardown + so_update_status("Draft", so.name) + + po1.cancel() + po2.cancel() + so.load_from_db() + so.cancel() + def test_reserved_qty_for_closing_so(self): bin = frappe.get_all("Bin", filters={"item_code": "_Test Item", "warehouse": "_Test Warehouse - _TC"}, fields=["reserved_qty"]) diff --git a/erpnext/selling/report/sales_analytics/sales_analytics.js b/erpnext/selling/report/sales_analytics/sales_analytics.js index 0e565a3fb6..9089b53fb0 100644 --- a/erpnext/selling/report/sales_analytics/sales_analytics.js +++ b/erpnext/selling/report/sales_analytics/sales_analytics.js @@ -74,67 +74,71 @@ frappe.query_reports["Sales Analytics"] = { return Object.assign(options, { checkboxColumn: true, events: { - onCheckRow: function(data) { + onCheckRow: function (data) { + if (!data) return; + const data_doctype = $( + data[2].html + )[0].attributes.getNamedItem("data-doctype").value; + const tree_type = frappe.query_report.filters[0].value; + if (data_doctype != tree_type) return; + row_name = data[2].content; length = data.length; - var tree_type = frappe.query_report.filters[0].value; - - if(tree_type == "Customer") { - row_values = data.slice(4,length-1).map(function (column) { - return column.content; - }) + if (tree_type == "Customer") { + row_values = data + .slice(4, length - 1) + .map(function (column) { + return column.content; + }); } else if (tree_type == "Item") { - row_values = data.slice(5,length-1).map(function (column) { - return column.content; - }) - } - else { - row_values = data.slice(3,length-1).map(function (column) { - return column.content; - }) + row_values = data + .slice(5, length - 1) + .map(function (column) { + return column.content; + }); + } else { + row_values = data + .slice(3, length - 1) + .map(function (column) { + return column.content; + }); } entry = { - 'name':row_name, - 'values':row_values - } + name: row_name, + values: row_values, + }; let raw_data = frappe.query_report.chart.data; let new_datasets = raw_data.datasets; - var found = false; - - for(var i=0; i < new_datasets.length;i++){ - if(new_datasets[i].name == row_name){ - found = true; - new_datasets.splice(i,1); - break; + let element_found = new_datasets.some((element, index, array)=>{ + if(element.name == row_name){ + array.splice(index, 1) + return true } - } + return false + }) - if(!found){ + if (!element_found) { new_datasets.push(entry); } let new_data = { labels: raw_data.labels, - datasets: new_datasets - } - - setTimeout(() => { - frappe.query_report.chart.update(new_data) - }, 500) - - - setTimeout(() => { - frappe.query_report.chart.draw(true); - }, 1000) + datasets: new_datasets, + }; + chart_options = { + data: new_data, + type: "line", + }; + frappe.query_report.render_chart(chart_options); frappe.query_report.raw_chart_data = new_data; }, - } - }) + }, + }); }, } diff --git a/erpnext/stock/doctype/delivery_note/delivery_note.js b/erpnext/stock/doctype/delivery_note/delivery_note.js index 5f2658c102..ee18042fdd 100644 --- a/erpnext/stock/doctype/delivery_note/delivery_note.js +++ b/erpnext/stock/doctype/delivery_note/delivery_note.js @@ -7,13 +7,14 @@ cur_frm.add_fetch('customer', 'tax_id', 'tax_id'); frappe.provide("erpnext.stock"); frappe.provide("erpnext.stock.delivery_note"); +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on("Delivery Note", { setup: function(frm) { frm.custom_make_buttons = { 'Packing Slip': 'Packing Slip', 'Installation Note': 'Installation Note', - 'Sales Invoice': 'Invoice', + 'Sales Invoice': 'Sales Invoice', 'Stock Entry': 'Return', 'Shipment': 'Shipment' }, @@ -76,7 +77,7 @@ frappe.ui.form.on("Delivery Note", { } }); - + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, print_without_amount: function(frm) { @@ -318,6 +319,7 @@ frappe.ui.form.on('Delivery Note', { company: function(frm) { frm.trigger("unhide_account_head"); + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, unhide_account_head: function(frm) { diff --git a/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json b/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json index 888bc2de47..3e81619cfd 100644 --- a/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json +++ b/erpnext/stock/doctype/item_quality_inspection_parameter/item_quality_inspection_parameter.json @@ -8,26 +8,32 @@ "field_order": [ "specification", "value", + "non_numeric", "column_break_3", + "min_value", + "max_value", + "formula_based_criteria", "acceptance_formula" ], "fields": [ { "fieldname": "specification", - "fieldtype": "Data", + "fieldtype": "Link", "in_list_view": 1, "label": "Parameter", "oldfieldname": "specification", "oldfieldtype": "Data", + "options": "Quality Inspection Parameter", "print_width": "200px", "reqd": 1, - "width": "200px" + "width": "100px" }, { + "depends_on": "eval:(!doc.formula_based_criteria && doc.non_numeric)", "fieldname": "value", "fieldtype": "Data", "in_list_view": 1, - "label": "Acceptance Criteria", + "label": "Acceptance Criteria Value", "oldfieldname": "value", "oldfieldtype": "Data" }, @@ -36,17 +42,45 @@ "fieldtype": "Column Break" }, { - "description": "Simple Python formula based on numeric Readings.
Example 1: reading_1 > 0.2 and reading_1 < 0.5
\nExample 2: (reading_1 + reading_2) / 2 < 10", + "depends_on": "formula_based_criteria", + "description": "Simple Python formula applied on Reading fields.
Numeric eg. 1: reading_1 > 0.2 and reading_1 < 0.5
\nNumeric eg. 2: mean > 3.5 (mean of populated fields)
\nValue based eg.: reading_value in (\"A\", \"B\", \"C\")", "fieldname": "acceptance_formula", "fieldtype": "Code", - "in_list_view": 1, "label": "Acceptance Criteria Formula" + }, + { + "default": "0", + "fieldname": "formula_based_criteria", + "fieldtype": "Check", + "label": "Formula Based Criteria" + }, + { + "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)", + "fieldname": "min_value", + "fieldtype": "Float", + "in_list_view": 1, + "label": "Minimum Value" + }, + { + "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)", + "fieldname": "max_value", + "fieldtype": "Float", + "in_list_view": 1, + "label": "Maximum Value" + }, + { + "default": "0", + "fieldname": "non_numeric", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Non-Numeric", + "width": "80px" } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-11-16 16:33:42.421842", + "modified": "2021-01-07 21:32:49.866439", "modified_by": "Administrator", "module": "Stock", "name": "Item Quality Inspection Parameter", diff --git a/erpnext/stock/doctype/material_request/material_request.js b/erpnext/stock/doctype/material_request/material_request.js index 01edd99e9d..527b0d3ea9 100644 --- a/erpnext/stock/doctype/material_request/material_request.js +++ b/erpnext/stock/doctype/material_request/material_request.js @@ -2,6 +2,7 @@ // License: GNU General Public License v3. See license.txt // eslint-disable-next-line +frappe.provide("erpnext.accounts.dimensions"); {% include 'erpnext/public/js/controllers/buying.js' %}; frappe.ui.form.on('Material Request', { @@ -66,6 +67,12 @@ frappe.ui.form.on('Material Request', { filters: {'company': doc.company} }; }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); + }, + + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, onload_post_render: function(frm) { diff --git a/erpnext/stock/doctype/material_request/test_material_request.py b/erpnext/stock/doctype/material_request/test_material_request.py index 0a29fa05e1..72a3a5e67c 100644 --- a/erpnext/stock/doctype/material_request/test_material_request.py +++ b/erpnext/stock/doctype/material_request/test_material_request.py @@ -424,6 +424,7 @@ class TestMaterialRequest(unittest.TestCase): "basic_rate": 1.0 }) se_doc.get("items")[1].update({ + "item_code": "_Test Item Home Desktop 100", "qty": 3.0, "transfer_qty": 3.0, "s_warehouse": "_Test Warehouse 1 - _TC", @@ -534,7 +535,7 @@ class TestMaterialRequest(unittest.TestCase): mr = make_material_request(item_code='_Test FG Item', material_request_type='Manufacture', uom="_Test UOM 1", conversion_factor=12) - + requested_qty = self._get_requested_qty('_Test FG Item', '_Test Warehouse - _TC') self.assertEqual(requested_qty, existing_requested_qty + 120) diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js index 218fb9e121..57cc3504a9 100644 --- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js +++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.js @@ -46,6 +46,8 @@ frappe.ui.form.on("Purchase Receipt", { erpnext.queries.setup_queries(frm, "Warehouse", function() { return erpnext.queries.warehouse(frm.doc); }); + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, refresh: function(frm) { @@ -75,6 +77,7 @@ frappe.ui.form.on("Purchase Receipt", { company: function(frm) { frm.trigger("toggle_display_account_head"); + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, toggle_display_account_head: function(frm) { diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.js b/erpnext/stock/doctype/quality_inspection/quality_inspection.js index 03e3de115b..f7565fd505 100644 --- a/erpnext/stock/doctype/quality_inspection/quality_inspection.js +++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.js @@ -4,6 +4,55 @@ cur_frm.cscript.refresh = cur_frm.cscript.inspection_type; frappe.ui.form.on("Quality Inspection", { + + setup: function(frm) { + frm.set_query("batch_no", function() { + return { + filters: { + "item": frm.doc.item_code + } + }; + }); + + // Serial No based on item_code + frm.set_query("item_serial_no", function() { + let filters = {}; + if (frm.doc.item_code) { + filters = { + 'item_code': frm.doc.item_code + }; + } + return { filters: filters }; + }); + + // item code based on GRN/DN + frm.set_query("item_code", function(doc) { + let doctype = doc.reference_type; + + if (doc.reference_type !== "Job Card") { + doctype = (doc.reference_type == "Stock Entry") ? + "Stock Entry Detail" : doc.reference_type + " Item"; + } + + if (doc.reference_type && doc.reference_name) { + let filters = { + "from": doctype, + "inspection_type": doc.inspection_type + }; + + if (doc.reference_type == doctype) + filters["reference_name"] = doc.reference_name; + else + filters["parent"] = doc.reference_name; + + return { + query: "erpnext.stock.doctype.quality_inspection.quality_inspection.item_query", + filters: filters + }; + } + }); + }, + refresh: function(frm) { // Ignore cancellation of reference doctype on cancel all. frm.ignore_doctypes_on_cancel_all = [frm.doc.reference_type]; @@ -31,55 +80,5 @@ frappe.ui.form.on("Quality Inspection", { } }); } - } -}) - -// item code based on GRN/DN -cur_frm.fields_dict['item_code'].get_query = function(doc, cdt, cdn) { - let doctype = doc.reference_type; - - if (doc.reference_type !== "Job Card") { - doctype = (doc.reference_type == "Stock Entry") ? - "Stock Entry Detail" : doc.reference_type + " Item"; - } - - if (doc.reference_type && doc.reference_name) { - let filters = { - "from": doctype, - "inspection_type": doc.inspection_type - }; - - if (doc.reference_type == doctype) - filters["reference_name"] = doc.reference_name; - else - filters["parent"] = doc.reference_name; - - return { - query: "erpnext.stock.doctype.quality_inspection.quality_inspection.item_query", - filters: filters - }; - } -}, - -// Serial No based on item_code -cur_frm.fields_dict['item_serial_no'].get_query = function(doc, cdt, cdn) { - var filters = {}; - if (doc.item_code) { - filters = { - 'item_code': doc.item_code - } - } - return { filters: filters } -} - -cur_frm.set_query("batch_no", function(doc) { - return { - filters: { - "item": doc.item_code - } - } -}) - -cur_frm.add_fetch('item_code', 'item_name', 'item_name'); -cur_frm.add_fetch('item_code', 'description', 'description'); - + }, +}); \ No newline at end of file diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.json b/erpnext/stock/doctype/quality_inspection/quality_inspection.json index f6d76194d9..edfe7e98b2 100644 --- a/erpnext/stock/doctype/quality_inspection/quality_inspection.json +++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.json @@ -136,6 +136,7 @@ "width": "50%" }, { + "fetch_from": "item_code.item_name", "fieldname": "item_name", "fieldtype": "Data", "in_global_search": 1, @@ -143,6 +144,7 @@ "read_only": 1 }, { + "fetch_from": "item_code.description", "fieldname": "description", "fieldtype": "Small Text", "label": "Description", @@ -236,7 +238,7 @@ "index_web_pages_for_search": 1, "is_submittable": 1, "links": [], - "modified": "2020-11-19 17:06:05.409963", + "modified": "2020-12-18 19:59:55.710300", "modified_by": "Administrator", "module": "Stock", "name": "Quality Inspection", diff --git a/erpnext/stock/doctype/quality_inspection/quality_inspection.py b/erpnext/stock/doctype/quality_inspection/quality_inspection.py index ae4eb9b995..b3acbc5ba0 100644 --- a/erpnext/stock/doctype/quality_inspection/quality_inspection.py +++ b/erpnext/stock/doctype/quality_inspection/quality_inspection.py @@ -6,7 +6,7 @@ import frappe from frappe.model.document import Document from frappe.model.mapper import get_mapped_doc from frappe import _ -from frappe.utils import flt +from frappe.utils import flt, cint from erpnext.stock.doctype.quality_inspection_template.quality_inspection_template \ import get_template_details @@ -16,7 +16,7 @@ class QualityInspection(Document): self.get_item_specification_details() if self.readings: - self.set_status_based_on_acceptance_formula() + self.inspect_and_set_status() def get_item_specification_details(self): if not self.quality_inspection_template: @@ -29,9 +29,7 @@ class QualityInspection(Document): parameters = get_template_details(self.quality_inspection_template) for d in parameters: child = self.append('readings', {}) - child.specification = d.specification - child.value = d.value - child.acceptance_formula = d.acceptance_formula + child.update(d) child.status = "Accepted" def get_quality_inspection_template(self): @@ -69,35 +67,98 @@ class QualityInspection(Document): doctype = 'Stock Entry Detail' if self.reference_type and self.reference_name: + conditions = "" + if self.batch_no and self.docstatus == 1: + conditions += " and t1.batch_no = '%s'"%(self.batch_no) + + if self.docstatus == 2: # if cancel, then remove qi link wherever same name + conditions += " and t1.quality_inspection = '%s'"%(self.name) + frappe.db.sql(""" - UPDATE `tab{child_doc}` t1, `tab{parent_doc}` t2 - SET t1.quality_inspection = %s, t2.modified = %s - WHERE t1.parent = %s and t1.item_code = %s and t1.parent = t2.name - """.format(parent_doc=self.reference_type, child_doc=doctype), + UPDATE + `tab{child_doc}` t1, `tab{parent_doc}` t2 + SET + t1.quality_inspection = %s, t2.modified = %s + WHERE + t1.parent = %s + and t1.item_code = %s + and t1.parent = t2.name + {conditions} + """.format(parent_doc=self.reference_type, child_doc=doctype, conditions=conditions), (quality_inspection, self.modified, self.reference_name, self.item_code)) - def set_status_based_on_acceptance_formula(self): + def inspect_and_set_status(self): for reading in self.readings: - if not reading.acceptance_formula: continue + if not reading.manual_inspection: # dont auto set status if manual + if reading.formula_based_criteria: + self.set_status_based_on_acceptance_formula(reading) + else: + # if not formula based check acceptance values set + self.set_status_based_on_acceptance_values(reading) - condition = reading.acceptance_formula - data = {} + def set_status_based_on_acceptance_values(self, reading): + if cint(reading.non_numeric): + result = reading.get("reading_value") == reading.get("value") + else: + # numeric readings + result = self.min_max_criteria_passed(reading) + + reading.status = "Accepted" if result else "Rejected" + + def min_max_criteria_passed(self, reading): + """Determine whether all readings fall in the acceptable range.""" + for i in range(1, 11): + reading_value = reading.get("reading_" + str(i)) + if reading_value is not None and reading_value.strip(): + result = flt(reading.get("min_value")) <= flt(reading_value) <= flt(reading.get("max_value")) + if not result: return False + return True + + def set_status_based_on_acceptance_formula(self, reading): + if not reading.acceptance_formula: + frappe.throw(_("Row #{0}: Acceptance Criteria Formula is required.").format(reading.idx), + title=_("Missing Formula")) + + condition = reading.acceptance_formula + data = self.get_formula_evaluation_data(reading) + + try: + result = frappe.safe_eval(condition, None, data) + reading.status = "Accepted" if result else "Rejected" + except NameError as e: + field = frappe.bold(e.args[0].split()[1]) + frappe.throw(_("Row #{0}: {1} is not a valid reading field. Please refer to the field description.") + .format(reading.idx, field), + title=_("Invalid Formula")) + except Exception: + frappe.throw(_("Row #{0}: Acceptance Criteria Formula is incorrect.").format(reading.idx), + title=_("Invalid Formula")) + + def get_formula_evaluation_data(self, reading): + data = {} + if cint(reading.non_numeric): + data = {"reading_value": reading.get("reading_value")} + else: + # numeric readings for i in range(1, 11): field = "reading_" + str(i) - data[field] = flt(reading.get(field)) or 0 + data[field] = flt(reading.get(field)) + data["mean"] = self.calculate_mean(reading) - try: - result = frappe.safe_eval(condition, None, data) - reading.status = "Accepted" if result else "Rejected" - except SyntaxError: - frappe.throw(_("Row #{0}: Acceptance Criteria Formula is incorrect.").format(reading.idx), - title=_("Invalid Formula")) - except NameError as e: - field = frappe.bold(e.args[0].split()[1]) - frappe.throw(_("Row #{0}: {1} is not a valid reading field. Please refer to the field description.") - .format(reading.idx, field), - title=_("Invalid Formula")) + return data + def calculate_mean(self, reading): + """Calculate mean of all non-empty readings.""" + from statistics import mean + readings_list = [] + + for i in range(1, 11): + reading_value = reading.get("reading_" + str(i)) + if reading_value is not None and reading_value.strip(): + readings_list.append(flt(reading_value)) + + actual_mean = mean(readings_list) if readings_list else 0 + return actual_mean @frappe.whitelist() @frappe.validate_and_sanitize_search_inputs diff --git a/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py b/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py index 2c40009426..8c5a04b3f0 100644 --- a/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py +++ b/erpnext/stock/doctype/quality_inspection/test_quality_inspection.py @@ -44,24 +44,61 @@ class TestQualityInspection(unittest.TestCase): qa.delete() dn.delete() + def test_value_based_qi_readings(self): + # Test QI based on acceptance values (Non formula) + dn = create_delivery_note(item_code="_Test Item with QA", do_not_submit=True) + readings = [{ + "specification": "Iron Content", # numeric reading + "min_value": 0.1, + "max_value": 0.9, + "reading_1": "0.4" + }, + { + "specification": "Particle Inspection Needed", # non-numeric reading + "non_numeric": 1, + "value": "Yes", + "reading_value": "Yes" + }] + + qa = create_quality_inspection(reference_type="Delivery Note", reference_name=dn.name, + readings=readings, do_not_save=True) + qa.save() + + # status must be auto set as per formula + self.assertEqual(qa.readings[0].status, "Accepted") + self.assertEqual(qa.readings[1].status, "Accepted") + + qa.delete() + dn.delete() + def test_formula_based_qi_readings(self): dn = create_delivery_note(item_code="_Test Item with QA", do_not_submit=True) readings = [{ - "specification": "Iron Content", + "specification": "Iron Content", # numeric reading + "formula_based_criteria": 1, "acceptance_formula": "reading_1 > 0.35 and reading_1 < 0.50", - "reading_1": 0.4 + "reading_1": "0.4" }, { - "specification": "Calcium Content", + "specification": "Calcium Content", # numeric reading + "formula_based_criteria": 1, "acceptance_formula": "reading_1 > 0.20 and reading_1 < 0.50", - "reading_1": 0.7 + "reading_1": "0.7" }, { - "specification": "Mg Content", - "acceptance_formula": "(reading_1 + reading_2 + reading_3) / 3 < 0.9", - "reading_1": 0.5, - "reading_2": 0.7, + "specification": "Mg Content", # numeric reading + "formula_based_criteria": 1, + "acceptance_formula": "mean < 0.9", + "reading_1": "0.5", + "reading_2": "0.7", "reading_3": "random text" # check if random string input causes issues + }, + { + "specification": "Calcium Content", # non-numeric reading + "formula_based_criteria": 1, + "non_numeric": 1, + "acceptance_formula": "reading_value in ('Grade A', 'Grade B', 'Grade C')", + "reading_value": "Grade B" }] qa = create_quality_inspection(reference_type="Delivery Note", reference_name=dn.name, @@ -72,6 +109,7 @@ class TestQualityInspection(unittest.TestCase): self.assertEqual(qa.readings[0].status, "Accepted") self.assertEqual(qa.readings[1].status, "Rejected") self.assertEqual(qa.readings[2].status, "Accepted") + self.assertEqual(qa.readings[3].status, "Accepted") qa.delete() dn.delete() @@ -86,11 +124,20 @@ def create_quality_inspection(**args): qa.item_code = args.item_code or "_Test Item with QA" qa.sample_size = 1 qa.inspected_by = frappe.session.user + qa.status = args.status or "Accepted" - readings = args.readings or {"specification": "Size", "status": args.status} + if not args.readings: + create_quality_inspection_parameter("Size") + readings = {"specification": "Size", "min_value": 0, "max_value": 10} + else: + readings = args.readings + + if args.status == "Rejected": + readings["reading_1"] = "12" # status is auto set in child on save if isinstance(readings, list): for entry in readings: + create_quality_inspection_parameter(entry["specification"]) qa.append("readings", entry) else: qa.append("readings", readings) @@ -101,3 +148,11 @@ def create_quality_inspection(**args): qa.submit() return qa + +def create_quality_inspection_parameter(parameter): + if not frappe.db.exists("Quality Inspection Parameter", parameter): + frappe.get_doc({ + "doctype": "Quality Inspection Parameter", + "parameter": parameter, + "description": parameter + }).insert() \ No newline at end of file diff --git a/erpnext/stock/doctype/quality_inspection_parameter/__init__.py b/erpnext/stock/doctype/quality_inspection_parameter/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.js b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.js new file mode 100644 index 0000000000..47c7e11d23 --- /dev/null +++ b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.js @@ -0,0 +1,8 @@ +// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Quality Inspection Parameter', { + // refresh: function(frm) { + + // } +}); diff --git a/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.json b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.json new file mode 100644 index 0000000000..0b5a9b5b3c --- /dev/null +++ b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.json @@ -0,0 +1,86 @@ +{ + "actions": [], + "autoname": "field:parameter", + "creation": "2020-12-28 17:06:00.254129", + "doctype": "DocType", + "editable_grid": 1, + "engine": "InnoDB", + "field_order": [ + "parameter", + "description" + ], + "fields": [ + { + "fieldname": "parameter", + "fieldtype": "Data", + "label": "Parameter", + "unique": 1 + }, + { + "fieldname": "description", + "fieldtype": "Text Editor", + "label": "Description" + } + ], + "index_web_pages_for_search": 1, + "links": [], + "modified": "2020-12-28 18:06:54.897317", + "modified_by": "Administrator", + "module": "Stock", + "name": "Quality Inspection Parameter", + "owner": "Administrator", + "permissions": [ + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Stock User", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Quality Manager", + "share": 1, + "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "print": 1, + "read": 1, + "report": 1, + "role": "Manufacturing User", + "share": 1, + "write": 1 + } + ], + "quick_entry": 1, + "sort_field": "modified", + "sort_order": "DESC", + "track_changes": 1 +} \ No newline at end of file diff --git a/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.py b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.py new file mode 100644 index 0000000000..86784221a0 --- /dev/null +++ b/erpnext/stock/doctype/quality_inspection_parameter/quality_inspection_parameter.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +# import frappe +from frappe.model.document import Document + +class QualityInspectionParameter(Document): + pass diff --git a/erpnext/stock/doctype/quality_inspection_parameter/test_quality_inspection_parameter.py b/erpnext/stock/doctype/quality_inspection_parameter/test_quality_inspection_parameter.py new file mode 100644 index 0000000000..cefdc0867b --- /dev/null +++ b/erpnext/stock/doctype/quality_inspection_parameter/test_quality_inspection_parameter.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +# import frappe +import unittest + +class TestQualityInspectionParameter(unittest.TestCase): + pass diff --git a/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json b/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json index c1976dd1fb..30ff1fea3a 100644 --- a/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json +++ b/erpnext/stock/doctype/quality_inspection_reading/quality_inspection_reading.json @@ -7,21 +7,28 @@ "engine": "InnoDB", "field_order": [ "specification", - "value", "status", + "value", + "non_numeric", + "manual_inspection", "column_break_4", + "min_value", + "max_value", + "formula_based_criteria", "acceptance_formula", "section_break_3", + "reading_value", + "section_break_14", "reading_1", "reading_2", "reading_3", - "column_break_10", "reading_4", + "column_break_10", "reading_5", "reading_6", - "column_break_14", "reading_7", "reading_8", + "column_break_14", "reading_9", "reading_10" ], @@ -29,19 +36,20 @@ { "columns": 3, "fieldname": "specification", - "fieldtype": "Data", + "fieldtype": "Link", "in_list_view": 1, "label": "Parameter", "oldfieldname": "specification", "oldfieldtype": "Data", + "options": "Quality Inspection Parameter", "reqd": 1 }, { "columns": 2, + "depends_on": "eval:(!doc.formula_based_criteria && doc.non_numeric)", "fieldname": "value", "fieldtype": "Data", - "in_list_view": 1, - "label": "Acceptance Criteria", + "label": "Acceptance Criteria Value", "oldfieldname": "value", "oldfieldtype": "Data" }, @@ -67,7 +75,6 @@ "columns": 1, "fieldname": "reading_3", "fieldtype": "Data", - "in_list_view": 1, "label": "Reading 3", "oldfieldname": "reading_3", "oldfieldtype": "Data" @@ -130,18 +137,21 @@ "label": "Status", "oldfieldname": "status", "oldfieldtype": "Select", - "options": "Accepted\nRejected" + "options": "\nAccepted\nRejected" }, { + "depends_on": "non_numeric", "fieldname": "section_break_3", - "fieldtype": "Section Break" + "fieldtype": "Section Break", + "label": "Value Based Inspection" }, { "fieldname": "column_break_4", "fieldtype": "Column Break" }, { - "description": "Simple Python formula based on numeric Readings.
Example 1: reading_1 > 0.2 and reading_1 < 0.5
\nExample 2: (reading_1 + reading_2) / 2 < 10", + "depends_on": "formula_based_criteria", + "description": "Simple Python formula applied on Reading fields.
Numeric eg. 1: reading_1 > 0.2 and reading_1 < 0.5
\nNumeric eg. 2: mean > 3.5 (mean of populated fields)
\nValue based eg.: reading_value in (\"A\", \"B\", \"C\")", "fieldname": "acceptance_formula", "fieldtype": "Code", "label": "Acceptance Criteria Formula" @@ -153,12 +163,59 @@ { "fieldname": "column_break_14", "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "formula_based_criteria", + "fieldtype": "Check", + "label": "Formula Based Criteria" + }, + { + "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)", + "description": "Applied on each reading.", + "fieldname": "min_value", + "fieldtype": "Float", + "label": "Minimum Value" + }, + { + "depends_on": "eval:(!doc.formula_based_criteria && !doc.non_numeric)", + "description": "Applied on each reading.", + "fieldname": "max_value", + "fieldtype": "Float", + "label": "Maximum Value" + }, + { + "depends_on": "non_numeric", + "fieldname": "reading_value", + "fieldtype": "Data", + "in_list_view": 1, + "label": "Reading Value" + }, + { + "depends_on": "eval:!doc.non_numeric", + "fieldname": "section_break_14", + "fieldtype": "Section Break", + "label": "Numeric Inspection" + }, + { + "default": "0", + "fieldname": "non_numeric", + "fieldtype": "Check", + "in_list_view": 1, + "label": "Non-Numeric" + }, + { + "default": "0", + "description": "Set the status manually.", + "fieldname": "manual_inspection", + "fieldtype": "Check", + "label": "Manual Inspection" } ], "idx": 1, "istable": 1, "links": [], - "modified": "2020-11-16 16:34:29.947856", + "modified": "2021-01-07 22:16:53.978410", "modified_by": "Administrator", "module": "Stock", "name": "Quality Inspection Reading", diff --git a/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py b/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py index e2848469b8..c5a7974a73 100644 --- a/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py +++ b/erpnext/stock/doctype/quality_inspection_template/quality_inspection_template.py @@ -13,6 +13,7 @@ def get_template_details(template): if not template: return [] return frappe.get_all('Item Quality Inspection Parameter', - fields=["specification", "value", "acceptance_formula"], + fields=["specification", "value", "acceptance_formula", + "non_numeric", "formula_based_criteria", "min_value", "max_value"], filters={'parenttype': 'Quality Inspection Template', 'parent': template}, order_by="idx") \ No newline at end of file diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.js b/erpnext/stock/doctype/stock_entry/stock_entry.js index 6db95c4564..bd2fce8bef 100644 --- a/erpnext/stock/doctype/stock_entry/stock_entry.js +++ b/erpnext/stock/doctype/stock_entry/stock_entry.js @@ -1,6 +1,7 @@ // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors // License: GNU General Public License v3. See license.txt frappe.provide("erpnext.stock"); +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on('Stock Entry', { setup: function(frm) { @@ -97,6 +98,7 @@ frappe.ui.form.on('Stock Entry', { }); frm.add_fetch("bom_no", "inspection_required", "inspection_required"); + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); }, setup_quality_inspection: function(frm) { @@ -312,6 +314,8 @@ frappe.ui.form.on('Stock Entry', { frm.set_value("letter_head", company_doc.default_letter_head); } frm.trigger("toggle_display_account_head"); + + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); } }, @@ -524,7 +528,7 @@ frappe.ui.form.on('Stock Entry', { }) ); } - + for (let i in frm.doc.items) { let item = frm.doc.items[i]; @@ -679,7 +683,13 @@ frappe.ui.form.on('Stock Entry Detail', { }); refresh_field("items"); - if (!d.serial_no) { + let no_batch_serial_number_value = !d.serial_no; + if (d.has_batch_no && !d.has_serial_no) { + // check only batch_no for batched item + no_batch_serial_number_value = !d.batch_no; + } + + if (no_batch_serial_number_value) { erpnext.stock.select_batch_and_serial_no(frm, d); } } diff --git a/erpnext/stock/doctype/stock_entry/stock_entry.py b/erpnext/stock/doctype/stock_entry/stock_entry.py index ecdd396f3a..9ced49255d 100644 --- a/erpnext/stock/doctype/stock_entry/stock_entry.py +++ b/erpnext/stock/doctype/stock_entry/stock_entry.py @@ -1342,9 +1342,6 @@ class StockEntry(StockController): 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): if self.purpose in ["Material Transfer for Manufacture", "Manufacture", "Repack", "Send to Subcontractor"]: diff --git a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js index e2121fce3f..ac4ed5e75d 100644 --- a/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js +++ b/erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js @@ -2,6 +2,7 @@ // License: GNU General Public License v3. See license.txt frappe.provide("erpnext.stock"); +frappe.provide("erpnext.accounts.dimensions"); frappe.ui.form.on("Stock Reconciliation", { onload: function(frm) { @@ -26,6 +27,12 @@ frappe.ui.form.on("Stock Reconciliation", { if (!frm.doc.expense_account) { frm.trigger("set_expense_account"); } + + erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype); + }, + + company: function(frm) { + erpnext.accounts.dimensions.update_dimension(frm, frm.doctype); }, refresh: function(frm) { diff --git a/erpnext/stock/get_item_details.py b/erpnext/stock/get_item_details.py index 08f7a83b89..bf45251c9d 100644 --- a/erpnext/stock/get_item_details.py +++ b/erpnext/stock/get_item_details.py @@ -74,7 +74,9 @@ def get_item_details(args, doc=None, for_validate=False, overwrite_warehouse=Tru update_party_blanket_order(args, out) - get_price_list_rate(args, item, out) + if not doc or cint(doc.get('is_return')) == 0: + # get price list rate only if the invoice is not a credit or debit note + get_price_list_rate(args, item, out) if args.customer and cint(args.is_pos): out.update(get_pos_profile_item_details(args.company, args)) diff --git a/erpnext/support/desk_page/support/support.json b/erpnext/support/desk_page/support/support.json index 28410f3a71..dba2b1463f 100644 --- a/erpnext/support/desk_page/support/support.json +++ b/erpnext/support/desk_page/support/support.json @@ -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\": \"First Response Time for Issues\",\n \"name\": \"First Response Time 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 {\n \"dependencies\": [\n \"Issue\"\n ],\n \"doctype\": \"Issue\",\n \"is_query_report\": true,\n \"label\": \"Issue Analytics\",\n \"name\": \"Issue Analytics\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Issue\"\n ],\n \"doctype\": \"Issue\",\n \"is_query_report\": true,\n \"label\": \"Issue Summary\",\n \"name\": \"Issue Summary\",\n \"type\": \"report\"\n }\n]" } ], "category": "Modules", @@ -43,7 +43,7 @@ "idx": 0, "is_standard": 1, "label": "Support", - "modified": "2020-08-11 15:49:34.307341", + "modified": "2021-01-13 20:15:03.064256", "modified_by": "Administrator", "module": "Support", "name": "Support", diff --git a/erpnext/support/doctype/issue/issue.py b/erpnext/support/doctype/issue/issue.py index 62b39cced5..02d10a4dda 100644 --- a/erpnext/support/doctype/issue/issue.py +++ b/erpnext/support/doctype/issue/issue.py @@ -214,7 +214,7 @@ class Issue(Document): def before_insert(self): if frappe.db.get_single_value("Support Settings", "track_service_level_agreement"): - self.set_response_and_resolution_time() + self.set_response_and_resolution_time(priority=self.priority, service_level_agreement=self.service_level_agreement) def set_response_and_resolution_time(self, priority=None, service_level_agreement=None): service_level_agreement = get_active_service_level_agreement_for(priority=priority, diff --git a/erpnext/support/doctype/issue/test_issue.py b/erpnext/support/doctype/issue/test_issue.py index c962dc6b31..483bb155db 100644 --- a/erpnext/support/doctype/issue/test_issue.py +++ b/erpnext/support/doctype/issue/test_issue.py @@ -135,15 +135,19 @@ class TestIssue(unittest.TestCase): self.assertEqual(flt(issue.total_hold_time, 2), 2700) -def make_issue(creation=None, customer=None, index=0): +def make_issue(creation=None, customer=None, index=0, priority=None, issue_type=None): issue = frappe.get_doc({ "doctype": "Issue", "subject": "Service Level Agreement Issue {0}".format(index), "customer": customer, "raised_by": "test@example.com", "description": "Service Level Agreement Issue", + "issue_type": issue_type, + "priority": priority, "creation": creation, - "service_level_agreement_creation": creation + "opening_date": creation, + "service_level_agreement_creation": creation, + "company": "_Test Company" }).insert(ignore_permissions=True) return issue diff --git a/erpnext/support/report/issue_analytics/__init__.py b/erpnext/support/report/issue_analytics/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/support/report/issue_analytics/issue_analytics.js b/erpnext/support/report/issue_analytics/issue_analytics.js new file mode 100644 index 0000000000..f87b2c2ddd --- /dev/null +++ b/erpnext/support/report/issue_analytics/issue_analytics.js @@ -0,0 +1,141 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Issue Analytics"] = { + "filters": [ + { + fieldname: "company", + label: __("Company"), + fieldtype: "Link", + options: "Company", + default: frappe.defaults.get_user_default("Company"), + reqd: 1 + }, + { + fieldname: "based_on", + label: __("Based On"), + fieldtype: "Select", + options: ["Customer", "Issue Type", "Issue Priority", "Assigned To"], + default: "Customer", + reqd: 1 + }, + { + fieldname: "from_date", + label: __("From Date"), + fieldtype: "Date", + default: frappe.defaults.get_global_default("year_start_date"), + reqd: 1 + }, + { + fieldname:"to_date", + label: __("To Date"), + fieldtype: "Date", + default: frappe.defaults.get_global_default("year_end_date"), + reqd: 1 + }, + { + fieldname: "range", + label: __("Range"), + fieldtype: "Select", + options: [ + { "value": "Weekly", "label": __("Weekly") }, + { "value": "Monthly", "label": __("Monthly") }, + { "value": "Quarterly", "label": __("Quarterly") }, + { "value": "Yearly", "label": __("Yearly") } + ], + default: "Monthly", + reqd: 1 + }, + { + fieldname: "status", + label: __("Status"), + fieldtype: "Select", + options:[ + {label: __('Open'), value: 'Open'}, + {label: __('Replied'), value: 'Replied'}, + {label: __('Resolved'), value: 'Resolved'}, + {label: __('Closed'), value: 'Closed'} + ] + }, + { + fieldname: "priority", + label: __("Issue Priority"), + fieldtype: "Link", + options: "Issue Priority" + }, + { + fieldname: "customer", + label: __("Customer"), + fieldtype: "Link", + options: "Customer" + }, + { + fieldname: "project", + label: __("Project"), + fieldtype: "Link", + options: "Project" + }, + { + fieldname: "assigned_to", + label: __("Assigned To"), + fieldtype: "Link", + options: "User" + } + ], + after_datatable_render: function(datatable_obj) { + $(datatable_obj.wrapper).find(".dt-row-0").find('input[type=checkbox]').click(); + }, + get_datatable_options(options) { + return Object.assign(options, { + checkboxColumn: true, + events: { + onCheckRow: function(data) { + if (data && data.length) { + row_name = data[2].content; + row_values = data.slice(3).map(function(column) { + return column.content; + }) + entry = { + 'name': row_name, + 'values': row_values + } + + let raw_data = frappe.query_report.chart.data; + let new_datasets = raw_data.datasets; + + var found = false; + + for(var i=0; i < new_datasets.length; i++){ + if (new_datasets[i].name == row_name){ + found = true; + new_datasets.splice(i,1); + break; + } + } + + if (!found){ + new_datasets.push(entry); + } + + let new_data = { + labels: raw_data.labels, + datasets: new_datasets + } + + setTimeout(() => { + frappe.query_report.chart.update(new_data) + },500) + + + setTimeout(() => { + frappe.query_report.chart.draw(true); + }, 1000) + + frappe.query_report.raw_chart_data = new_data; + } + }, + } + }); + } +}; \ No newline at end of file diff --git a/erpnext/support/report/issue_analytics/issue_analytics.json b/erpnext/support/report/issue_analytics/issue_analytics.json new file mode 100644 index 0000000000..dd18498d1d --- /dev/null +++ b/erpnext/support/report/issue_analytics/issue_analytics.json @@ -0,0 +1,26 @@ +{ + "add_total_row": 1, + "columns": [], + "creation": "2020-10-09 19:52:10.227317", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "filters": [], + "idx": 0, + "is_standard": "Yes", + "modified": "2020-10-11 19:43:19.358625", + "modified_by": "Administrator", + "module": "Support", + "name": "Issue Analytics", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Issue", + "report_name": "Issue Analytics", + "report_type": "Script Report", + "roles": [ + { + "role": "Support Team" + } + ] +} \ No newline at end of file diff --git a/erpnext/support/report/issue_analytics/issue_analytics.py b/erpnext/support/report/issue_analytics/issue_analytics.py new file mode 100644 index 0000000000..0b629151a6 --- /dev/null +++ b/erpnext/support/report/issue_analytics/issue_analytics.py @@ -0,0 +1,222 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +import json +from six import iteritems +from frappe import _, scrub +from frappe.utils import getdate, flt, add_to_date, add_days +from erpnext.accounts.utils import get_fiscal_year + +def execute(filters=None): + return IssueAnalytics(filters).run() + +class IssueAnalytics(object): + def __init__(self, filters=None): + """Issue Analytics Report""" + self.filters = frappe._dict(filters or {}) + self.get_period_date_ranges() + + def run(self): + self.get_columns() + self.get_data() + self.get_chart_data() + + return self.columns, self.data, None, self.chart + + def get_columns(self): + self.columns = [] + + if self.filters.based_on == 'Customer': + self.columns.append({ + 'label': _('Customer'), + 'options': 'Customer', + 'fieldname': 'customer', + 'fieldtype': 'Link', + 'width': 200 + }) + + elif self.filters.based_on == 'Assigned To': + self.columns.append({ + 'label': _('User'), + 'fieldname': 'user', + 'fieldtype': 'Link', + 'options': 'User', + 'width': 200 + }) + + elif self.filters.based_on == 'Issue Type': + self.columns.append({ + 'label': _('Issue Type'), + 'fieldname': 'issue_type', + 'fieldtype': 'Link', + 'options': 'Issue Type', + 'width': 200 + }) + + elif self.filters.based_on == 'Issue Priority': + self.columns.append({ + 'label': _('Issue Priority'), + 'fieldname': 'priority', + 'fieldtype': 'Link', + 'options': 'Issue Priority', + 'width': 200 + }) + + for end_date in self.periodic_daterange: + period = self.get_period(end_date) + self.columns.append({ + 'label': _(period), + 'fieldname': scrub(period), + 'fieldtype': 'Int', + 'width': 120 + }) + + self.columns.append({ + 'label': _('Total'), + 'fieldname': 'total', + 'fieldtype': 'Int', + 'width': 120 + }) + + def get_data(self): + self.get_issues() + self.get_rows() + + def get_period(self, date): + months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'] + + if self.filters.range == 'Weekly': + period = 'Week ' + str(date.isocalendar()[1]) + elif self.filters.range == 'Monthly': + period = str(months[date.month - 1]) + elif self.filters.range == 'Quarterly': + period = 'Quarter ' + str(((date.month - 1) // 3) + 1) + else: + year = get_fiscal_year(date, self.filters.company) + period = str(year[0]) + + if getdate(self.filters.from_date).year != getdate(self.filters.to_date).year and self.filters.range != 'Yearly': + period += ' ' + str(date.year) + + return period + + def get_period_date_ranges(self): + from dateutil.relativedelta import relativedelta, MO + from_date, to_date = getdate(self.filters.from_date), getdate(self.filters.to_date) + + increment = { + 'Monthly': 1, + 'Quarterly': 3, + 'Half-Yearly': 6, + 'Yearly': 12 + }.get(self.filters.range, 1) + + if self.filters.range in ['Monthly', 'Quarterly']: + from_date = from_date.replace(day=1) + elif self.filters.range == 'Yearly': + from_date = get_fiscal_year(from_date)[1] + else: + from_date = from_date + relativedelta(from_date, weekday=MO(-1)) + + self.periodic_daterange = [] + for dummy in range(1, 53): + if self.filters.range == 'Weekly': + period_end_date = add_days(from_date, 6) + else: + period_end_date = add_to_date(from_date, months=increment, days=-1) + + if period_end_date > to_date: + period_end_date = to_date + + self.periodic_daterange.append(period_end_date) + + from_date = add_days(period_end_date, 1) + if period_end_date == to_date: + break + + def get_issues(self): + filters = self.get_common_filters() + self.field_map = { + 'Customer': 'customer', + 'Issue Type': 'issue_type', + 'Issue Priority': 'priority', + 'Assigned To': '_assign' + } + + self.entries = frappe.db.get_all('Issue', + fields=[self.field_map.get(self.filters.based_on), 'name', 'opening_date'], + filters=filters, + debug=1 + ) + + def get_common_filters(self): + filters = {} + filters['opening_date'] = ('between', [self.filters.from_date, self.filters.to_date]) + + if self.filters.get('assigned_to'): + filters['_assign'] = ('like', '%' + self.filters.get('assigned_to') + '%') + + for entry in ['company', 'status', 'priority', 'customer', 'project']: + if self.filters.get(entry): + filters[entry] = self.filters.get(entry) + + return filters + + def get_rows(self): + self.data = [] + self.get_periodic_data() + + for entity, period_data in iteritems(self.issue_periodic_data): + if self.filters.based_on == 'Customer': + row = {'customer': entity} + elif self.filters.based_on == 'Assigned To': + row = {'user': entity} + elif self.filters.based_on == 'Issue Type': + row = {'issue_type': entity} + elif self.filters.based_on == 'Issue Priority': + row = {'priority': entity} + + total = 0 + for end_date in self.periodic_daterange: + period = self.get_period(end_date) + amount = flt(period_data.get(period, 0.0)) + row[scrub(period)] = amount + total += amount + + row['total'] = total + + self.data.append(row) + + def get_periodic_data(self): + self.issue_periodic_data = frappe._dict() + + for d in self.entries: + period = self.get_period(d.get('opening_date')) + + if self.filters.based_on == 'Assigned To': + if d._assign: + for entry in json.loads(d._assign): + self.issue_periodic_data.setdefault(entry, frappe._dict()).setdefault(period, 0.0) + self.issue_periodic_data[entry][period] += 1 + + else: + field = self.field_map.get(self.filters.based_on) + value = d.get(field) + if not value: + value = _('Not Specified') + + self.issue_periodic_data.setdefault(value, frappe._dict()).setdefault(period, 0.0) + self.issue_periodic_data[value][period] += 1 + + def get_chart_data(self): + length = len(self.columns) + labels = [d.get('label') for d in self.columns[1:length-1]] + self.chart = { + 'data': { + 'labels': labels, + 'datasets': [] + }, + 'type': 'line' + } \ No newline at end of file diff --git a/erpnext/support/report/issue_analytics/test_issue_analytics.py b/erpnext/support/report/issue_analytics/test_issue_analytics.py new file mode 100644 index 0000000000..432906db9b --- /dev/null +++ b/erpnext/support/report/issue_analytics/test_issue_analytics.py @@ -0,0 +1,211 @@ +from __future__ import unicode_literals +import unittest +import frappe +from frappe.utils import getdate, add_months +from erpnext.support.report.issue_analytics.issue_analytics import execute +from erpnext.support.doctype.issue.test_issue import make_issue, create_customer +from erpnext.support.doctype.service_level_agreement.test_service_level_agreement import create_service_level_agreements_for_issues +from frappe.desk.form.assign_to import add as add_assignment + +months = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'] + +class TestIssueAnalytics(unittest.TestCase): + @classmethod + def setUpClass(self): + frappe.db.sql("delete from `tabIssue` where company='_Test Company'") + frappe.db.set_value("Support Settings", None, "track_service_level_agreement", 1) + + current_month_date = getdate() + last_month_date = add_months(current_month_date, -1) + self.current_month = str(months[current_month_date.month - 1]).lower() + '_' + str(current_month_date.year) + self.last_month = str(months[last_month_date.month - 1]).lower() + '_' + str(last_month_date.year) + + def test_issue_analytics(self): + create_service_level_agreements_for_issues() + create_issue_types() + create_records() + + self.compare_result_for_customer() + self.compare_result_for_issue_type() + self.compare_result_for_issue_priority() + self.compare_result_for_assignment() + + def compare_result_for_customer(self): + filters = { + 'company': '_Test Company', + 'based_on': 'Customer', + 'from_date': add_months(getdate(), -1), + 'to_date': getdate(), + 'range': 'Monthly' + } + + report = execute(filters) + + expected_data = [ + { + 'customer': '__Test Customer 2', + self.last_month: 1.0, + self.current_month: 0.0, + 'total': 1.0 + }, + { + 'customer': '__Test Customer 1', + self.last_month: 0.0, + self.current_month: 1.0, + 'total': 1.0 + }, + { + 'customer': '__Test Customer', + self.last_month: 1.0, + self.current_month: 1.0, + 'total': 2.0 + } + ] + + self.assertEqual(expected_data, report[1]) # rows + self.assertEqual(len(report[0]), 4) # cols + + def compare_result_for_issue_type(self): + filters = { + 'company': '_Test Company', + 'based_on': 'Issue Type', + 'from_date': add_months(getdate(), -1), + 'to_date': getdate(), + 'range': 'Monthly' + } + + report = execute(filters) + + expected_data = [ + { + 'issue_type': 'Discomfort', + self.last_month: 1.0, + self.current_month: 0.0, + 'total': 1.0 + }, + { + 'issue_type': 'Service Request', + self.last_month: 0.0, + self.current_month: 1.0, + 'total': 1.0 + }, + { + 'issue_type': 'Bug', + self.last_month: 1.0, + self.current_month: 1.0, + 'total': 2.0 + } + ] + + self.assertEqual(expected_data, report[1]) # rows + self.assertEqual(len(report[0]), 4) # cols + + def compare_result_for_issue_priority(self): + filters = { + 'company': '_Test Company', + 'based_on': 'Issue Priority', + 'from_date': add_months(getdate(), -1), + 'to_date': getdate(), + 'range': 'Monthly' + } + + report = execute(filters) + + expected_data = [ + { + 'priority': 'Medium', + self.last_month: 1.0, + self.current_month: 1.0, + 'total': 2.0 + }, + { + 'priority': 'Low', + self.last_month: 1.0, + self.current_month: 0.0, + 'total': 1.0 + }, + { + 'priority': 'High', + self.last_month: 0.0, + self.current_month: 1.0, + 'total': 1.0 + } + ] + + self.assertEqual(expected_data, report[1]) # rows + self.assertEqual(len(report[0]), 4) # cols + + def compare_result_for_assignment(self): + filters = { + 'company': '_Test Company', + 'based_on': 'Assigned To', + 'from_date': add_months(getdate(), -1), + 'to_date': getdate(), + 'range': 'Monthly' + } + + report = execute(filters) + + expected_data = [ + { + 'user': 'test@example.com', + self.last_month: 1.0, + self.current_month: 1.0, + 'total': 2.0 + }, + { + 'user': 'test1@example.com', + self.last_month: 2.0, + self.current_month: 1.0, + 'total': 3.0 + } + ] + + self.assertEqual(expected_data, report[1]) # rows + self.assertEqual(len(report[0]), 4) # cols + + +def create_issue_types(): + for entry in ['Bug', 'Service Request', 'Discomfort']: + if not frappe.db.exists('Issue Type', entry): + frappe.get_doc({ + 'doctype': 'Issue Type', + '__newname': entry + }).insert() + + +def create_records(): + create_customer("__Test Customer", "_Test SLA Customer Group", "__Test SLA Territory") + create_customer("__Test Customer 1", "_Test SLA Customer Group", "__Test SLA Territory") + create_customer("__Test Customer 2", "_Test SLA Customer Group", "__Test SLA Territory") + + current_month_date = getdate() + last_month_date = add_months(current_month_date, -1) + + issue = make_issue(current_month_date, "__Test Customer", 2, "High", "Bug") + add_assignment({ + "assign_to": ["test@example.com"], + "doctype": "Issue", + "name": issue.name + }) + + issue = make_issue(last_month_date, "__Test Customer", 2, "Low", "Bug") + add_assignment({ + "assign_to": ["test1@example.com"], + "doctype": "Issue", + "name": issue.name + }) + + issue = make_issue(current_month_date, "__Test Customer 1", 2, "Medium", "Service Request") + add_assignment({ + "assign_to": ["test1@example.com"], + "doctype": "Issue", + "name": issue.name + }) + + issue = make_issue(last_month_date, "__Test Customer 2", 2, "Medium", "Discomfort") + add_assignment({ + "assign_to": ["test@example.com", "test1@example.com"], + "doctype": "Issue", + "name": issue.name + }) \ No newline at end of file diff --git a/erpnext/support/report/issue_summary/__init__.py b/erpnext/support/report/issue_summary/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/support/report/issue_summary/issue_summary.js b/erpnext/support/report/issue_summary/issue_summary.js new file mode 100644 index 0000000000..684482ac8d --- /dev/null +++ b/erpnext/support/report/issue_summary/issue_summary.js @@ -0,0 +1,73 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Issue Summary"] = { + "filters": [ + { + fieldname: "company", + label: __("Company"), + fieldtype: "Link", + options: "Company", + default: frappe.defaults.get_user_default("Company"), + reqd: 1 + }, + { + fieldname: "based_on", + label: __("Based On"), + fieldtype: "Select", + options: ["Customer", "Issue Type", "Issue Priority", "Assigned To"], + default: "Customer", + reqd: 1 + }, + { + fieldname: "from_date", + label: __("From Date"), + fieldtype: "Date", + default: frappe.defaults.get_global_default("year_start_date"), + reqd: 1 + }, + { + fieldname:"to_date", + label: __("To Date"), + fieldtype: "Date", + default: frappe.defaults.get_global_default("year_end_date"), + reqd: 1 + }, + { + fieldname: "status", + label: __("Status"), + fieldtype: "Select", + options:[ + {label: __('Open'), value: 'Open'}, + {label: __('Replied'), value: 'Replied'}, + {label: __('Resolved'), value: 'Resolved'}, + {label: __('Closed'), value: 'Closed'} + ] + }, + { + fieldname: "priority", + label: __("Issue Priority"), + fieldtype: "Link", + options: "Issue Priority" + }, + { + fieldname: "customer", + label: __("Customer"), + fieldtype: "Link", + options: "Customer" + }, + { + fieldname: "project", + label: __("Project"), + fieldtype: "Link", + options: "Project" + }, + { + fieldname: "assigned_to", + label: __("Assigned To"), + fieldtype: "Link", + options: "User" + } + ] +}; \ No newline at end of file diff --git a/erpnext/support/report/issue_summary/issue_summary.json b/erpnext/support/report/issue_summary/issue_summary.json new file mode 100644 index 0000000000..b8a580ccef --- /dev/null +++ b/erpnext/support/report/issue_summary/issue_summary.json @@ -0,0 +1,26 @@ +{ + "add_total_row": 0, + "columns": [], + "creation": "2020-10-12 01:01:55.181777", + "disable_prepared_report": 0, + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "filters": [], + "idx": 0, + "is_standard": "Yes", + "modified": "2020-10-12 14:54:55.655920", + "modified_by": "Administrator", + "module": "Support", + "name": "Issue Summary", + "owner": "Administrator", + "prepared_report": 0, + "ref_doctype": "Issue", + "report_name": "Issue Summary", + "report_type": "Script Report", + "roles": [ + { + "role": "Support Team" + } + ] +} \ No newline at end of file diff --git a/erpnext/support/report/issue_summary/issue_summary.py b/erpnext/support/report/issue_summary/issue_summary.py new file mode 100644 index 0000000000..3d735314f4 --- /dev/null +++ b/erpnext/support/report/issue_summary/issue_summary.py @@ -0,0 +1,353 @@ +# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +import frappe +import json +from six import iteritems +from frappe import _, scrub +from frappe.utils import flt + +def execute(filters=None): + return IssueSummary(filters).run() + +class IssueSummary(object): + def __init__(self, filters=None): + self.filters = frappe._dict(filters or {}) + + def run(self): + self.get_columns() + self.get_data() + self.get_chart_data() + self.get_report_summary() + + return self.columns, self.data, None, self.chart, self.report_summary + + def get_columns(self): + self.columns = [] + + if self.filters.based_on == 'Customer': + self.columns.append({ + 'label': _('Customer'), + 'options': 'Customer', + 'fieldname': 'customer', + 'fieldtype': 'Link', + 'width': 200 + }) + + elif self.filters.based_on == 'Assigned To': + self.columns.append({ + 'label': _('User'), + 'fieldname': 'user', + 'fieldtype': 'Link', + 'options': 'User', + 'width': 200 + }) + + elif self.filters.based_on == 'Issue Type': + self.columns.append({ + 'label': _('Issue Type'), + 'fieldname': 'issue_type', + 'fieldtype': 'Link', + 'options': 'Issue Type', + 'width': 200 + }) + + elif self.filters.based_on == 'Issue Priority': + self.columns.append({ + 'label': _('Issue Priority'), + 'fieldname': 'priority', + 'fieldtype': 'Link', + 'options': 'Issue Priority', + 'width': 200 + }) + + self.statuses = ['Open', 'Replied', 'Resolved', 'Closed'] + for status in self.statuses: + self.columns.append({ + 'label': _(status), + 'fieldname': scrub(status), + 'fieldtype': 'Int', + 'width': 80 + }) + + self.columns.append({ + 'label': _('Total Issues'), + 'fieldname': 'total_issues', + 'fieldtype': 'Int', + 'width': 100 + }) + + self.sla_status_map = { + 'SLA Failed': 'failed', + 'SLA Fulfilled': 'fulfilled', + 'SLA Ongoing': 'ongoing' + } + + for label, fieldname in self.sla_status_map.items(): + self.columns.append({ + 'label': _(label), + 'fieldname': fieldname, + 'fieldtype': 'Int', + 'width': 100 + }) + + self.metrics = ['Avg First Response Time', 'Avg Response Time', 'Avg Hold Time', + 'Avg Resolution Time', 'Avg User Resolution Time'] + + for metric in self.metrics: + self.columns.append({ + 'label': _(metric), + 'fieldname': scrub(metric), + 'fieldtype': 'Duration', + 'width': 170 + }) + + def get_data(self): + self.get_issues() + self.get_rows() + + def get_issues(self): + filters = self.get_common_filters() + self.field_map = { + 'Customer': 'customer', + 'Issue Type': 'issue_type', + 'Issue Priority': 'priority', + 'Assigned To': '_assign' + } + + self.entries = frappe.db.get_all('Issue', + fields=[self.field_map.get(self.filters.based_on), 'name', 'opening_date', 'status', 'avg_response_time', + 'first_response_time', 'total_hold_time', 'user_resolution_time', 'resolution_time', 'agreement_status'], + filters=filters + ) + + def get_common_filters(self): + filters = {} + filters['opening_date'] = ('between', [self.filters.from_date, self.filters.to_date]) + + if self.filters.get('assigned_to'): + filters['_assign'] = ('like', '%' + self.filters.get('assigned_to') + '%') + + for entry in ['company', 'status', 'priority', 'customer', 'project']: + if self.filters.get(entry): + filters[entry] = self.filters.get(entry) + + return filters + + def get_rows(self): + self.data = [] + self.get_summary_data() + + for entity, data in iteritems(self.issue_summary_data): + if self.filters.based_on == 'Customer': + row = {'customer': entity} + elif self.filters.based_on == 'Assigned To': + row = {'user': entity} + elif self.filters.based_on == 'Issue Type': + row = {'issue_type': entity} + elif self.filters.based_on == 'Issue Priority': + row = {'priority': entity} + + for status in self.statuses: + count = flt(data.get(status, 0.0)) + row[scrub(status)] = count + + row['total_issues'] = data.get('total_issues', 0.0) + + for sla_status in self.sla_status_map.values(): + value = flt(data.get(sla_status), 0.0) + row[sla_status] = value + + for metric in self.metrics: + value = flt(data.get(scrub(metric)), 0.0) + row[scrub(metric)] = value + + self.data.append(row) + + def get_summary_data(self): + self.issue_summary_data = frappe._dict() + + for d in self.entries: + status = d.status + agreement_status = scrub(d.agreement_status) + + if self.filters.based_on == 'Assigned To': + if d._assign: + for entry in json.loads(d._assign): + self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault(status, 0.0) + self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault(agreement_status, 0.0) + self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault('total_issues', 0.0) + self.issue_summary_data[entry][status] += 1 + self.issue_summary_data[entry][agreement_status] += 1 + self.issue_summary_data[entry]['total_issues'] += 1 + + else: + field = self.field_map.get(self.filters.based_on) + value = d.get(field) + if not value: + value = _('Not Specified') + + self.issue_summary_data.setdefault(value, frappe._dict()).setdefault(status, 0.0) + self.issue_summary_data.setdefault(value, frappe._dict()).setdefault(agreement_status, 0.0) + self.issue_summary_data.setdefault(value, frappe._dict()).setdefault('total_issues', 0.0) + self.issue_summary_data[value][status] += 1 + self.issue_summary_data[value][agreement_status] += 1 + self.issue_summary_data[value]['total_issues'] += 1 + + self.get_metrics_data() + + def get_metrics_data(self): + issues = [] + + metrics_list = ['avg_response_time', 'avg_first_response_time', 'avg_hold_time', + 'avg_resolution_time', 'avg_user_resolution_time'] + + for entry in self.entries: + issues.append(entry.name) + + field = self.field_map.get(self.filters.based_on) + + if issues: + if self.filters.based_on == 'Assigned To': + assignment_map = frappe._dict() + for d in self.entries: + if d._assign: + for entry in json.loads(d._assign): + for metric in metrics_list: + self.issue_summary_data.setdefault(entry, frappe._dict()).setdefault(metric, 0.0) + + self.issue_summary_data[entry]['avg_response_time'] += d.get('avg_response_time') or 0.0 + self.issue_summary_data[entry]['avg_first_response_time'] += d.get('first_response_time') or 0.0 + self.issue_summary_data[entry]['avg_hold_time'] += d.get('total_hold_time') or 0.0 + self.issue_summary_data[entry]['avg_resolution_time'] += d.get('resolution_time') or 0.0 + self.issue_summary_data[entry]['avg_user_resolution_time'] += d.get('user_resolution_time') or 0.0 + + if not assignment_map.get(entry): + assignment_map[entry] = 0 + assignment_map[entry] += 1 + + for entry in assignment_map: + for metric in metrics_list: + self.issue_summary_data[entry][metric] /= flt(assignment_map.get(entry)) + + else: + data = frappe.db.sql(""" + SELECT + {0}, AVG(first_response_time) as avg_frt, + AVG(avg_response_time) as avg_resp_time, + AVG(total_hold_time) as avg_hold_time, + AVG(resolution_time) as avg_resolution_time, + AVG(user_resolution_time) as avg_user_resolution_time + FROM `tabIssue` + WHERE + name IN %(issues)s + GROUP BY {0} + """.format(field), {'issues': issues}, as_dict=1) + + for entry in data: + value = entry.get(field) + if not value: + value = _('Not Specified') + + for metric in metrics_list: + self.issue_summary_data.setdefault(value, frappe._dict()).setdefault(metric, 0.0) + + self.issue_summary_data[value]['avg_response_time'] = entry.get('avg_resp_time') or 0.0 + self.issue_summary_data[value]['avg_first_response_time'] = entry.get('avg_frt') or 0.0 + self.issue_summary_data[value]['avg_hold_time'] = entry.get('avg_hold_time') or 0.0 + self.issue_summary_data[value]['avg_resolution_time'] = entry.get('avg_resolution_time') or 0.0 + self.issue_summary_data[value]['avg_user_resolution_time'] = entry.get('avg_user_resolution_time') or 0.0 + + def get_chart_data(self): + if not self.data: + return None + + labels = [] + open_issues = [] + replied_issues = [] + resolved_issues = [] + closed_issues = [] + + entity = self.filters.based_on + entity_field = self.field_map.get(entity) + if entity == 'Assigned To': + entity_field = 'user' + + for entry in self.data: + labels.append(entry.get(entity_field)) + open_issues.append(entry.get('open')) + replied_issues.append(entry.get('replied')) + resolved_issues.append(entry.get('resolved')) + closed_issues.append(entry.get('closed')) + + self.chart = { + 'data': { + 'labels': labels[:30], + 'datasets': [ + { + 'name': 'Open', + 'values': open_issues[:30] + }, + { + 'name': 'Replied', + 'values': replied_issues[:30] + }, + { + 'name': 'Resolved', + 'values': resolved_issues[:30] + }, + { + 'name': 'Closed', + 'values': closed_issues[:30] + } + ] + }, + 'type': 'bar', + 'barOptions': { + 'stacked': True + } + } + + def get_report_summary(self): + if not self.data: + return None + + open_issues = 0 + replied = 0 + resolved = 0 + closed = 0 + + for entry in self.data: + open_issues += entry.get('open') + replied += entry.get('replied') + resolved += entry.get('resolved') + closed += entry.get('closed') + + self.report_summary = [ + { + 'value': open_issues, + 'indicator': 'Red', + 'label': _('Open'), + 'datatype': 'Int', + }, + { + 'value': replied, + 'indicator': 'Grey', + 'label': _('Replied'), + 'datatype': 'Int', + }, + { + 'value': resolved, + 'indicator': 'Green', + 'label': _('Resolved'), + 'datatype': 'Int', + }, + { + 'value': closed, + 'indicator': 'Green', + 'label': _('Closed'), + 'datatype': 'Int', + } + ] + diff --git a/erpnext/templates/generators/job_opening.html b/erpnext/templates/generators/job_opening.html index f92e72eaa7..c562db3c25 100644 --- a/erpnext/templates/generators/job_opening.html +++ b/erpnext/templates/generators/job_opening.html @@ -13,10 +13,21 @@ {%- if description -%}
{{ description }}
{% endif %} + +{%- if publish_salary_range -%} +
{{_("Salary range per month")}}: {{ frappe.format_value(frappe.utils.flt(lower_range), currency=currency) }} - {{ frappe.format_value(frappe.utils.flt(upper_range), currency=currency) }}
+{% endif %} +

- + {{ _("Apply Now") }} + {% else %} + {{ _("Apply Now") }} + {% endif %}

{% endblock %}