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Merge branch 'develop' into whitelist-query

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Marica 2020-07-07 11:53:19 +05:30 committed by GitHub
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26 changed files with 911 additions and 306 deletions
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399
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
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File diff suppressed because it is too large Load Diff

2
erpnext/accounts/party.py
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@ -388,7 +388,7 @@ def set_taxes(party, party_type, posting_date, company, customer_group=None, sup
from erpnext.accounts.doctype.tax_rule.tax_rule import get_tax_template, get_party_details
args = {
party_type.lower(): party,
"company": company
"company": company
}
if tax_category:

6
erpnext/accounts/utils.py
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@ -133,7 +133,7 @@ def get_balance_on(account=None, date=None, party_type=None, party=None, company
acc = frappe.get_doc("Account", account)
try:
year_start_date = get_fiscal_year(date, verbose=0)[1]
year_start_date = get_fiscal_year(date, company=company, verbose=0)[1]
except FiscalYearError:
if getdate(date) > getdate(nowdate()):
# if fiscal year not found and the date is greater than today
@ -787,10 +787,10 @@ def get_children(doctype, parent, company, is_root=False):
company_currency = frappe.get_cached_value('Company', company, "default_currency")
for each in acc:
each["company_currency"] = company_currency
each["balance"] = flt(get_balance_on(each.get("value"), in_account_currency=False))
each["balance"] = flt(get_balance_on(each.get("value"), in_account_currency=False, company=company))
if each.account_currency != company_currency:
each["balance_in_account_currency"] = flt(get_balance_on(each.get("value")))
each["balance_in_account_currency"] = flt(get_balance_on(each.get("value"), company=company))
return acc

27
erpnext/assets/doctype/asset/asset.py
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@ -35,11 +35,9 @@ class Asset(AccountsController):
if not self.booked_fixed_asset and self.validate_make_gl_entry():
self.make_gl_entries()
def before_cancel(self):
self.cancel_auto_gen_movement()
def on_cancel(self):
self.validate_cancellation()
self.cancel_movement_entries()
self.delete_depreciation_entries()
self.set_status()
self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry')
@ -134,19 +132,6 @@ class Asset(AccountsController):
Please do not book expense of multiple assets against one single Asset.")
.format(frappe.bold("equal"), "<br>"), title=_("Invalid Gross Purchase Amount"))
def cancel_auto_gen_movement(self):
movements = frappe.db.sql(
"""SELECT asm.name, asm.docstatus
FROM `tabAsset Movement` asm, `tabAsset Movement Item` asm_item
WHERE asm_item.parent=asm.name and asm_item.asset=%s and asm.docstatus=1""", self.name, as_dict=1)
if len(movements) > 1:
frappe.throw(_('Asset has multiple Asset Movement Entries which has to be \
cancelled manually to cancel this asset.'))
if movements:
movement = frappe.get_doc('Asset Movement', movements[0].get('name'))
movement.flags.ignore_validate = True
movement.cancel()
def make_asset_movement(self):
reference_doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
reference_docname = self.purchase_receipt or self.purchase_invoice
@ -413,6 +398,16 @@ class Asset(AccountsController):
if self.status not in ("Submitted", "Partially Depreciated", "Fully Depreciated"):
frappe.throw(_("Asset cannot be cancelled, as it is already {0}").format(self.status))
def cancel_movement_entries(self):
movements = frappe.db.sql(
"""SELECT asm.name, asm.docstatus
FROM `tabAsset Movement` asm, `tabAsset Movement Item` asm_item
WHERE asm_item.parent=asm.name and asm_item.asset=%s and asm.docstatus=1""", self.name, as_dict=1)
for movement in movements:
movement = frappe.get_doc('Asset Movement', movement.get('name'))
movement.cancel()
def delete_depreciation_entries(self):
for d in self.get("schedules"):
if d.journal_entry:

24
erpnext/assets/doctype/asset_movement/asset_movement.py
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@ -87,33 +87,9 @@ class AssetMovement(Document):
def on_submit(self):
self.set_latest_location_in_asset()
def before_cancel(self):
self.validate_last_movement()
def on_cancel(self):
self.set_latest_location_in_asset()
def validate_last_movement(self):
for d in self.assets:
auto_gen_movement_entry = frappe.db.sql(
"""
SELECT asm.name
FROM `tabAsset Movement Item` asm_item, `tabAsset Movement` asm
WHERE
asm.docstatus=1 and
asm_item.parent=asm.name and
asm_item.asset=%s and
asm.company=%s and
asm_item.source_location is NULL and
asm.purpose=%s
ORDER BY
asm.transaction_date asc
""", (d.asset, self.company, 'Receipt'), as_dict=1)
if auto_gen_movement_entry and auto_gen_movement_entry[0].get('name') == self.name:
frappe.throw(_('{0} will be cancelled automatically on asset cancellation as it was \
auto generated for Asset {1}').format(self.name, d.asset))
def set_latest_location_in_asset(self):
current_location, current_employee = '', ''

2
erpnext/hooks.py
View File

@ -13,7 +13,7 @@ source_link = "https://github.com/frappe/erpnext"
app_logo_url = '/assets/erpnext/images/erp-icon.svg'
develop_version = '12.x.x-develop'
develop_version = '13.x.x-develop'
app_include_js = "assets/js/erpnext.min.js"
app_include_css = "assets/css/erpnext.css"

12
erpnext/loan_management/doctype/loan/loan.js
View File

@ -45,15 +45,6 @@ frappe.ui.form.on('Loan', {
});
})
frm.set_query('loan_security_pledge', function(doc, cdt, cdn) {
return {
filters: {
applicant: frm.doc.applicant,
docstatus: 1,
loan_application: frm.doc.loan_application || ''
}
};
});
},
refresh: function (frm) {
@ -86,9 +77,6 @@ frappe.ui.form.on('Loan', {
frm.toggle_display("repayment_periods", s1 - frm.doc.is_term_loan);
},
is_secured_loan: function(frm) {
frm.toggle_reqd("loan_security_pledge", frm.doc.is_secured_loan);
},
make_loan_disbursement: function (frm) {
frappe.call({

32
erpnext/loan_management/doctype/loan/loan.json
View File

@ -25,15 +25,12 @@
"disbursement_date",
"disbursed_amount",
"column_break_11",
"maximum_loan_amount",
"is_term_loan",
"repayment_method",
"repayment_periods",
"monthly_repayment_amount",
"repayment_start_date",
"loan_security_details_section",
"loan_security_pledge",
"column_break_25",
"maximum_loan_value",
"account_info",
"mode_of_payment",
"payment_account",
@ -292,13 +289,8 @@
"default": "0",
"fieldname": "is_secured_loan",
"fieldtype": "Check",
"label": "Is Secured Loan"
},
{
"depends_on": "is_secured_loan",
"fieldname": "loan_security_details_section",
"fieldtype": "Section Break",
"label": "Loan Security Details"
"label": "Is Secured Loan",
"read_only": 1
},
{
"default": "0",
@ -324,12 +316,6 @@
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "loan_security_pledge",
"fieldtype": "Link",
"label": "Loan Security Pledge",
"options": "Loan Security Pledge"
},
{
"fieldname": "disbursed_amount",
"fieldtype": "Currency",
@ -338,21 +324,17 @@
"read_only": 1
},
{
"fetch_from": "loan_security_pledge.maximum_loan_value",
"fieldname": "maximum_loan_value",
"fetch_from": "loan_application.maximum_loan_amount",
"fieldname": "maximum_loan_amount",
"fieldtype": "Currency",
"label": "Maximum Loan Value",
"label": "Maximum Loan Amount",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "column_break_25",
"fieldtype": "Column Break"
}
],
"is_submittable": 1,
"links": [],
"modified": "2020-04-13 13:16:10.192624",
"modified": "2020-07-02 20:46:40.128142",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan",

40
erpnext/loan_management/doctype/loan/loan.py
View File

@ -13,11 +13,9 @@ from erpnext.controllers.accounts_controller import AccountsController
class Loan(AccountsController):
def validate(self):
self.set_loan_amount()
self.validate_loan_amount()
self.set_missing_fields()
self.validate_accounts()
self.validate_loan_security_pledge()
self.validate_loan_amount()
self.check_sanctioned_amount_limit()
self.validate_repay_from_salary()
@ -56,21 +54,6 @@ class Loan(AccountsController):
if self.repayment_method == "Repay Over Number of Periods":
self.monthly_repayment_amount = get_monthly_repayment_amount(self.repayment_method, self.loan_amount, self.rate_of_interest, self.repayment_periods)
def validate_loan_security_pledge(self):
if self.is_secured_loan and not self.loan_security_pledge:
frappe.throw(_("Loan Security Pledge is mandatory for secured loan"))
if self.loan_security_pledge:
loan_security_details = frappe.db.get_value("Loan Security Pledge", self.loan_security_pledge,
['loan', 'company'], as_dict=1)
if loan_security_details.loan:
frappe.throw(_("Loan Security Pledge already pledged against loan {0}").format(loan_security_details.loan))
if loan_security_details.company != self.company:
frappe.throw(_("Loan Security Pledge Company and Loan Company must be same"))
def check_sanctioned_amount_limit(self):
total_loan_amount = get_total_loan_amount(self.applicant_type, self.applicant, self.company)
sanctioned_amount_limit = get_sanctioned_amount_limit(self.applicant_type, self.applicant, self.company)
@ -129,22 +112,29 @@ class Loan(AccountsController):
self.total_payment = self.loan_amount
def set_loan_amount(self):
if self.loan_application and not self.loan_amount:
self.loan_amount = frappe.db.get_value('Loan Application', self.loan_application, 'loan_amount')
if not self.loan_amount and self.is_secured_loan and self.loan_security_pledge:
self.loan_amount = self.maximum_loan_value
def validate_loan_amount(self):
if self.is_secured_loan and self.loan_amount > self.maximum_loan_value:
msg = _("Loan amount cannot be greater than {0}").format(self.maximum_loan_value)
if self.maximum_loan_amount and self.loan_amount > self.maximum_loan_amount:
msg = _("Loan amount cannot be greater than {0}").format(self.maximum_loan_amount)
frappe.throw(msg)
if not self.loan_amount:
frappe.throw(_("Loan amount is mandatory"))
def link_loan_security_pledge(self):
frappe.db.sql("""UPDATE `tabLoan Security Pledge` SET
loan = %s, status = 'Pledged', pledge_time = %s
where name = %s """, (self.name, now_datetime(), self.loan_security_pledge))
if self.is_secured_loan:
loan_security_pledge = frappe.db.get_value('Loan Security Pledge', {'loan_application': self.loan_application},
'name')
if loan_security_pledge:
frappe.db.set_value('Loan Security Pledge', loan_security_pledge, {
'loan': self.name,
'status': 'Pledged',
'pledge_time': now_datetime()
})
def unlink_loan_security_pledge(self):
frappe.db.sql("""UPDATE `tabLoan Security Pledge` SET

150
erpnext/loan_management/doctype/loan/test_loan.py
View File

@ -16,6 +16,7 @@ from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual
from erpnext.loan_management.doctype.process_loan_security_shortfall.process_loan_security_shortfall import create_process_loan_security_shortfall
from erpnext.loan_management.doctype.loan.loan import create_loan_security_unpledge
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
from erpnext.loan_management.doctype.loan_application.loan_application import create_pledge
class TestLoan(unittest.TestCase):
def setUp(self):
@ -72,31 +73,31 @@ class TestLoan(unittest.TestCase):
self.assertEquals(loan.total_payment, 302712)
def test_loan_with_security(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50,
"loan_security_price": 500.00
})
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_security_pledge.name)
loan_application = create_loan_application('_Test Company', self.applicant2,
'Stock Loan', pledge, "Repay Over Number of Periods", 12)
create_pledge(loan_application)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods",
12, loan_application)
self.assertEquals(loan.loan_amount, 1000000)
def test_loan_disbursement(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50
})
"qty": 4000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan_application = create_loan_application('_Test Company', self.applicant2, 'Stock Loan', pledge, "Repay Over Number of Periods", 12)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_security_pledge.name)
create_pledge(loan_application)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
self.assertEquals(loan.loan_amount, 1000000)
loan.submit()
@ -121,18 +122,15 @@ class TestLoan(unittest.TestCase):
self.assertTrue(gl_entries2)
def test_regular_loan_repayment(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50
})
"qty": 4000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan = create_demand_loan(self.applicant2, "Demand Loan", loan_security_pledge.name,
posting_date=get_first_day(nowdate()))
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=get_first_day(nowdate()))
loan.submit()
self.assertEquals(loan.loan_amount, 1000000)
@ -166,16 +164,15 @@ class TestLoan(unittest.TestCase):
penalty_amount - amounts[0], 2))
def test_loan_closure_repayment(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50
})
"qty": 4000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan = create_demand_loan(self.applicant2, "Demand Loan", loan_security_pledge.name,
posting_date=get_first_day(nowdate()))
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=get_first_day(nowdate()))
loan.submit()
self.assertEquals(loan.loan_amount, 1000000)
@ -214,23 +211,21 @@ class TestLoan(unittest.TestCase):
self.assertEquals(loan.status, "Loan Closure Requested")
def test_loan_repayment_for_term_loan(self):
pledges = []
pledges.append({
pledges = [{
"loan_security": "Test Security 2",
"qty": 4000.00,
"haircut": 50
})
pledges.append({
"qty": 4000.00
},
{
"loan_security": "Test Security 1",
"qty": 2000.00,
"haircut": 50
})
"qty": 2000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan_application = create_loan_application('_Test Company', self.applicant2, 'Stock Loan', pledges,
"Repay Over Number of Periods", 12)
create_pledge(loan_application)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12,
loan_security_pledge.name, posting_date=add_months(nowdate(), -1))
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application,
posting_date=add_months(nowdate(), -1))
loan.submit()
@ -250,16 +245,18 @@ class TestLoan(unittest.TestCase):
self.assertEquals(amounts[1], 78303.00)
def test_security_shortfall(self):
pledges = []
pledges.append({
pledges = [{
"loan_security": "Test Security 2",
"qty": 8000.00,
"haircut": 50,
})
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan_application = create_loan_application('_Test Company', self.applicant2,
'Stock Loan', pledges, "Repay Over Number of Periods", 12)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_security_pledge.name)
create_pledge(loan_application)
loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
loan.submit()
make_loan_disbursement_entry(loan.name, loan.loan_amount)
@ -279,16 +276,15 @@ class TestLoan(unittest.TestCase):
where loan_security='Test Security 2'""")
def test_loan_security_unpledge(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50
})
"qty": 4000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant2, pledges)
loan = create_demand_loan(self.applicant2, "Demand Loan", loan_security_pledge.name,
posting_date=get_first_day(nowdate()))
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=get_first_day(nowdate()))
loan.submit()
self.assertEquals(loan.loan_amount, 1000000)
@ -446,12 +442,13 @@ def create_loan_security():
"haircut": 50.00,
}).insert(ignore_permissions=True)
def create_loan_security_pledge(applicant, pledges):
def create_loan_security_pledge(applicant, pledges, loan_application):
lsp = frappe.new_doc("Loan Security Pledge")
lsp.applicant_type = 'Customer'
lsp.applicant = applicant
lsp.company = "_Test Company"
lsp.loan_application = loan_application
for pledge in pledges:
lsp.append('securities', {
@ -510,6 +507,31 @@ def create_repayment_entry(loan, applicant, posting_date, payment_type, paid_amo
return lr
def create_loan_application(company, applicant, loan_type, proposed_pledges, repayment_method=None,
repayment_periods=None, posting_date=None):
loan_application = frappe.new_doc('Loan Application')
loan_application.applicant_type = 'Customer'
loan_application.company = company
loan_application.applicant = applicant
loan_application.loan_type = loan_type
loan_application.posting_date = posting_date or nowdate()
loan_application.is_secured_loan = 1
if repayment_method:
loan_application.repayment_method = repayment_method
loan_application.repayment_periods = repayment_periods
for pledge in proposed_pledges:
loan_application.append('proposed_pledges', pledge)
loan_application.save()
loan_application.submit()
loan_application.status = 'Approved'
loan_application.save()
return loan_application.name
def create_loan(applicant, loan_type, loan_amount, repayment_method, repayment_periods,
repayment_start_date=None, posting_date=None):
@ -531,14 +553,13 @@ def create_loan(applicant, loan_type, loan_amount, repayment_method, repayment_p
loan.save()
return loan
def create_loan_with_security(applicant, loan_type, repayment_method, repayment_periods, loan_security_pledge,
posting_date=None, repayment_start_date=None):
def create_loan_with_security(applicant, loan_type, repayment_method, repayment_periods, loan_application, posting_date=None, repayment_start_date=None):
loan = frappe.get_doc({
"doctype": "Loan",
"company": "_Test Company",
"applicant_type": "Customer",
"posting_date": posting_date or nowdate(),
"loan_application": loan_application,
"applicant": applicant,
"loan_type": loan_type,
"is_term_loan": 1,
@ -547,7 +568,6 @@ def create_loan_with_security(applicant, loan_type, repayment_method, repayment_
"repayment_periods": repayment_periods,
"repayment_start_date": repayment_start_date or nowdate(),
"mode_of_payment": frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'),
"loan_security_pledge": loan_security_pledge,
"payment_account": 'Payment Account - _TC',
"loan_account": 'Loan Account - _TC',
"interest_income_account": 'Interest Income Account - _TC',
@ -558,19 +578,19 @@ def create_loan_with_security(applicant, loan_type, repayment_method, repayment_
return loan
def create_demand_loan(applicant, loan_type, loan_security_pledge, posting_date=None):
def create_demand_loan(applicant, loan_type, loan_application, posting_date=None):
loan = frappe.get_doc({
"doctype": "Loan",
"company": "_Test Company",
"applicant_type": "Customer",
"posting_date": posting_date or nowdate(),
'loan_application': loan_application,
"applicant": applicant,
"loan_type": loan_type,
"is_term_loan": 0,
"is_secured_loan": 1,
"mode_of_payment": frappe.db.get_value('Mode of Payment', {'type': 'Cash'}, 'name'),
"loan_security_pledge": loan_security_pledge,
"payment_account": 'Payment Account - _TC',
"loan_account": 'Loan Account - _TC',
"interest_income_account": 'Interest Income Account - _TC',

13
erpnext/loan_management/doctype/loan_application/loan_application.py
View File

@ -103,10 +103,13 @@ class LoanApplication(Document):
if self.is_secured_loan and not self.proposed_pledges:
frappe.throw(_("Proposed Pledges are mandatory for secured Loans"))
if not self.loan_amount and self.is_secured_loan and self.proposed_pledges:
self.loan_amount = 0
if self.is_secured_loan and self.proposed_pledges:
self.maximum_loan_amount = 0
for security in self.proposed_pledges:
self.loan_amount += security.post_haircut_amount
self.maximum_loan_amount += security.post_haircut_amount
if not self.loan_amount and self.is_secured_loan and self.proposed_pledges:
self.loan_amount = self.maximum_loan_amount
@frappe.whitelist()
def create_loan(source_name, target_doc=None, submit=0):
@ -116,7 +119,6 @@ def create_loan(source_name, target_doc=None, submit=0):
filters = {'name': source_doc.loan_type}
)[0]
loan_security_pledge = frappe.db.get_value("Loan Security Pledge", {"loan_application": source_name}, 'name')
target_doc.mode_of_payment = account_details.mode_of_payment
target_doc.payment_account = account_details.payment_account
@ -124,9 +126,6 @@ def create_loan(source_name, target_doc=None, submit=0):
target_doc.interest_income_account = account_details.interest_income_account
target_doc.penalty_income_account = account_details.penalty_income_account
if loan_security_pledge:
target_doc.is_secured_loan = 1
target_doc.loan_security_pledge = loan_security_pledge
doclist = get_mapped_doc("Loan Application", source_name, {
"Loan Application": {

18
erpnext/loan_management/doctype/loan_disbursement/test_loan_disbursement.py
View File

@ -5,11 +5,12 @@ from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import (nowdate, add_days, get_datetime, get_first_day, get_last_day, date_diff, flt, add_to_date)
from erpnext.loan_management.doctype.loan.test_loan import (create_loan_type, create_loan_security_pledge, create_repayment_entry,
from erpnext.loan_management.doctype.loan.test_loan import (create_loan_type, create_loan_security_pledge, create_repayment_entry, create_loan_application,
make_loan_disbursement_entry, create_loan_accounts, create_loan_security_type, create_loan_security, create_demand_loan, create_loan_security_price)
from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans
from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import days_in_year
from erpnext.selling.doctype.customer.test_customer import get_customer_dict
from erpnext.loan_management.doctype.loan_application.loan_application import create_pledge
class TestLoanDisbursement(unittest.TestCase):
@ -31,18 +32,15 @@ class TestLoanDisbursement(unittest.TestCase):
self.applicant = frappe.db.get_value("Customer", {'name': '_Test Loan Customer'}, 'name')
def test_loan_topup(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50,
"loan_security_price": 500.00
})
"qty": 4000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant, pledges)
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_security_pledge.name,
posting_date=get_first_day(nowdate()))
loan = create_demand_loan(self.applicant, "Demand Loan", loan_application, posting_date=get_first_day(nowdate()))
loan.submit()

17
erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py
View File

@ -6,10 +6,11 @@ import frappe
import unittest
from frappe.utils import (nowdate, add_days, get_datetime, get_first_day, get_last_day, date_diff, flt, add_to_date)
from erpnext.loan_management.doctype.loan.test_loan import (create_loan_type, create_loan_security_pledge, create_loan_security_price,
make_loan_disbursement_entry, create_loan_accounts, create_loan_security_type, create_loan_security, create_demand_loan)
make_loan_disbursement_entry, create_loan_accounts, create_loan_security_type, create_loan_security, create_demand_loan, create_loan_application)
from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import process_loan_interest_accrual_for_demand_loans
from erpnext.loan_management.doctype.loan_interest_accrual.loan_interest_accrual import days_in_year
from erpnext.selling.doctype.customer.test_customer import get_customer_dict
from erpnext.loan_management.doctype.loan_application.loan_application import create_pledge
class TestLoanInterestAccrual(unittest.TestCase):
def setUp(self):
@ -29,17 +30,15 @@ class TestLoanInterestAccrual(unittest.TestCase):
self.applicant = frappe.db.get_value("Customer", {'name': '_Test Loan Customer'}, 'name')
def test_loan_interest_accural(self):
pledges = []
pledges.append({
pledge = [{
"loan_security": "Test Security 1",
"qty": 4000.00,
"haircut": 50,
"loan_security_price": 500.00
})
"qty": 4000.00
}]
loan_security_pledge = create_loan_security_pledge(self.applicant, pledges)
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_security_pledge.name,
loan = create_demand_loan(self.applicant, "Demand Loan", loan_application,
posting_date=get_first_day(nowdate()))
loan.submit()

14
erpnext/loan_management/doctype/loan_security_pledge/loan_security_pledge.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "LS-.{applicant}.-.#####",
"creation": "2019-08-29 18:48:51.371674",
"doctype": "DocType",
@ -6,10 +7,10 @@
"engine": "InnoDB",
"field_order": [
"loan_details_section",
"loan_application",
"loan",
"applicant_type",
"applicant",
"loan",
"loan_application",
"column_break_3",
"company",
"pledge_time",
@ -55,15 +56,13 @@
"fieldname": "loan",
"fieldtype": "Link",
"label": "Loan",
"options": "Loan",
"read_only": 1
"options": "Loan"
},
{
"fieldname": "loan_application",
"fieldtype": "Link",
"label": "Loan Application",
"options": "Loan Application",
"read_only": 1
"options": "Loan Application"
},
{
"fieldname": "total_security_value",
@ -133,7 +132,8 @@
}
],
"is_submittable": 1,
"modified": "2019-10-10 13:22:53.297519",
"links": [],
"modified": "2020-07-02 23:38:24.002382",
"modified_by": "Administrator",
"module": "Loan Management",
"name": "Loan Security Pledge",

2
erpnext/payroll/doctype/salary_slip/test_salary_slip.py
View File

@ -105,7 +105,7 @@ class TestSalarySlip(unittest.TestCase):
#Gross pay calculation based on attendances
gross_pay = 78000 - ((78000 / (days_in_month - no_of_holidays)) * flt(ss.leave_without_pay))
self.assertEqual(ss.gross_pay, gross_pay)
self.assertEqual(flt(ss.gross_pay, 2), flt(gross_pay, 2))
frappe.db.set_value("Payroll Settings", None, "payroll_based_on", "Leave")

6
erpnext/projects/doctype/task/task.json
View File

@ -183,7 +183,8 @@
{
"fieldname": "progress",
"fieldtype": "Percent",
"label": "% Progress"
"label": "% Progress",
"no_copy": 1
},
{
"default": "0",
@ -356,6 +357,7 @@
"fieldname": "completed_by",
"fieldtype": "Link",
"label": "Completed By",
"no_copy": 1,
"options": "User"
}
],
@ -364,7 +366,7 @@
"is_tree": 1,
"links": [],
"max_attachments": 5,
"modified": "2020-03-18 18:08:44.153211",
"modified": "2020-07-03 12:36:04.960457",
"modified_by": "Administrator",
"module": "Projects",
"name": "Task",

80
erpnext/public/js/utils/party.js
View File

@ -4,7 +4,7 @@
frappe.provide("erpnext.utils");
erpnext.utils.get_party_details = function(frm, method, args, callback) {
if(!method) {
if (!method) {
method = "erpnext.accounts.party.get_party_details";
}
@ -22,12 +22,12 @@ erpnext.utils.get_party_details = function(frm, method, args, callback) {
}
}
if(!args) {
if((frm.doctype != "Purchase Order" && frm.doc.customer)
if (!args) {
if ((frm.doctype != "Purchase Order" && frm.doc.customer)
|| (frm.doc.party_name && in_list(['Quotation', 'Opportunity'], frm.doc.doctype))) {
let party_type = "Customer";
if(frm.doc.quotation_to && frm.doc.quotation_to === "Lead") {
if (frm.doc.quotation_to && frm.doc.quotation_to === "Lead") {
party_type = "Lead";
}
@ -36,7 +36,7 @@ erpnext.utils.get_party_details = function(frm, method, args, callback) {
party_type: party_type,
price_list: frm.doc.selling_price_list
};
} else if(frm.doc.supplier) {
} else if (frm.doc.supplier) {
args = {
party: frm.doc.supplier,
party_type: "Supplier",
@ -78,13 +78,17 @@ erpnext.utils.get_party_details = function(frm, method, args, callback) {
args.posting_date = frm.doc.posting_date || frm.doc.transaction_date;
}
}
if(!args || !args.party) return;
if (!args || !args.party) return;
if(frappe.meta.get_docfield(frm.doc.doctype, "taxes")) {
if(!erpnext.utils.validate_mandatory(frm, "Posting/Transaction Date",
if (frappe.meta.get_docfield(frm.doc.doctype, "taxes")) {
if (!erpnext.utils.validate_mandatory(frm, "Posting / Transaction Date",
args.posting_date, args.party_type=="Customer" ? "customer": "supplier")) return;
}
if (!erpnext.utils.validate_mandatory(frm, "Company", frm.doc.company, args.party_type=="Customer" ? "customer": "supplier")) {
return;
}
args.currency = frm.doc.currency;
args.company = frm.doc.company;
args.doctype = frm.doc.doctype;
@ -92,14 +96,14 @@ erpnext.utils.get_party_details = function(frm, method, args, callback) {
method: method,
args: args,
callback: function(r) {
if(r.message) {
if (r.message) {
frm.supplier_tds = r.message.supplier_tds;
frm.updating_party_details = true;
frappe.run_serially([
() => frm.set_value(r.message),
() => {
frm.updating_party_details = false;
if(callback) callback();
if (callback) callback();
frm.refresh();
erpnext.utils.add_item(frm);
}
@ -110,9 +114,9 @@ erpnext.utils.get_party_details = function(frm, method, args, callback) {
}
erpnext.utils.add_item = function(frm) {
if(frm.is_new()) {
if (frm.is_new()) {
var prev_route = frappe.get_prev_route();
if(prev_route[1]==='Item' && !(frm.doc.items && frm.doc.items.length)) {
if (prev_route[1]==='Item' && !(frm.doc.items && frm.doc.items.length)) {
// add row
var item = frm.add_child('items');
frm.refresh_field('items');
@ -124,23 +128,23 @@ erpnext.utils.add_item = function(frm) {
}
erpnext.utils.get_address_display = function(frm, address_field, display_field, is_your_company_address) {
if(frm.updating_party_details) return;
if (frm.updating_party_details) return;
if(!address_field) {
if(frm.doctype != "Purchase Order" && frm.doc.customer) {
if (!address_field) {
if (frm.doctype != "Purchase Order" && frm.doc.customer) {
address_field = "customer_address";
} else if(frm.doc.supplier) {
} else if (frm.doc.supplier) {
address_field = "supplier_address";
} else return;
}
if(!display_field) display_field = "address_display";
if(frm.doc[address_field]) {
if (!display_field) display_field = "address_display";
if (frm.doc[address_field]) {
frappe.call({
method: "frappe.contacts.doctype.address.address.get_address_display",
args: {"address_dict": frm.doc[address_field] },
callback: function(r) {
if(r.message) {
if (r.message) {
frm.set_value(display_field, r.message)
}
}
@ -151,15 +155,15 @@ erpnext.utils.get_address_display = function(frm, address_field, display_field,
};
erpnext.utils.set_taxes_from_address = function(frm, triggered_from_field, billing_address_field, shipping_address_field) {
if(frm.updating_party_details) return;
if (frm.updating_party_details) return;
if(frappe.meta.get_docfield(frm.doc.doctype, "taxes")) {
if(!erpnext.utils.validate_mandatory(frm, "Lead/Customer/Supplier",
if (frappe.meta.get_docfield(frm.doc.doctype, "taxes")) {
if (!erpnext.utils.validate_mandatory(frm, "Lead / Customer / Supplier",
frm.doc.customer || frm.doc.supplier || frm.doc.lead || frm.doc.party_name, triggered_from_field)) {
return;
}
if(!erpnext.utils.validate_mandatory(frm, "Posting/Transaction Date",
if (!erpnext.utils.validate_mandatory(frm, "Posting / Transaction Date",
frm.doc.posting_date || frm.doc.transaction_date, triggered_from_field)) {
return;
}
@ -175,8 +179,8 @@ erpnext.utils.set_taxes_from_address = function(frm, triggered_from_field, billi
"shipping_address": frm.doc[shipping_address_field]
},
callback: function(r) {
if(!r.exc){
if(frm.doc.tax_category != r.message) {
if (!r.exc){
if (frm.doc.tax_category != r.message) {
frm.set_value("tax_category", r.message);
} else {
erpnext.utils.set_taxes(frm, triggered_from_field);
@ -187,13 +191,17 @@ erpnext.utils.set_taxes_from_address = function(frm, triggered_from_field, billi
};
erpnext.utils.set_taxes = function(frm, triggered_from_field) {
if(frappe.meta.get_docfield(frm.doc.doctype, "taxes")) {
if(!erpnext.utils.validate_mandatory(frm, "Lead/Customer/Supplier",
if (frappe.meta.get_docfield(frm.doc.doctype, "taxes")) {
if (!erpnext.utils.validate_mandatory(frm, "Company", frm.doc.company, triggered_from_field)) {
return;
}
if (!erpnext.utils.validate_mandatory(frm, "Lead / Customer / Supplier",
frm.doc.customer || frm.doc.supplier || frm.doc.lead || frm.doc.party_name, triggered_from_field)) {
return;
}
if(!erpnext.utils.validate_mandatory(frm, "Posting/Transaction Date",
if (!erpnext.utils.validate_mandatory(frm, "Posting / Transaction Date",
frm.doc.posting_date || frm.doc.transaction_date, triggered_from_field)) {
return;
}
@ -230,7 +238,7 @@ erpnext.utils.set_taxes = function(frm, triggered_from_field) {
"shipping_address": frm.doc.shipping_address_name
},
callback: function(r) {
if(r.message){
if (r.message){
frm.set_value("taxes_and_charges", r.message)
}
}
@ -238,14 +246,14 @@ erpnext.utils.set_taxes = function(frm, triggered_from_field) {
};
erpnext.utils.get_contact_details = function(frm) {
if(frm.updating_party_details) return;
if (frm.updating_party_details) return;
if(frm.doc["contact_person"]) {
if (frm.doc["contact_person"]) {
frappe.call({
method: "frappe.contacts.doctype.contact.contact.get_contact_details",
args: {contact: frm.doc.contact_person },
callback: function(r) {
if(r.message)
if (r.message)
frm.set_value(r.message);
}
})
@ -253,10 +261,10 @@ erpnext.utils.get_contact_details = function(frm) {
}
erpnext.utils.validate_mandatory = function(frm, label, value, trigger_on) {
if(!value) {
if (!value) {
frm.doc[trigger_on] = "";
refresh_field(trigger_on);
frappe.msgprint(__("Please enter {0} first", [label]));
frappe.throw({message:__("Please enter {0} first", [label]), title:__("Mandatory")});
return false;
}
return true;
@ -271,12 +279,12 @@ erpnext.utils.get_shipping_address = function(frm, callback){
address: frm.doc.shipping_address
},
callback: function(r){
if(r.message){
if (r.message){
frm.set_value("shipping_address", r.message[0]) //Address title or name
frm.set_value("shipping_address_display", r.message[1]) //Address to be displayed on the page
}
if(callback){
if (callback){
return callback();
}
}

37
erpnext/quality_management/doctype/quality_feedback/quality_feedback.js
View File

@ -5,21 +5,28 @@ frappe.ui.form.on('Quality Feedback', {
refresh: function(frm) {
frm.set_value("date", frappe.datetime.get_today());
},
template: function(frm){
frappe.call({
"method": "frappe.client.get",
args: {
doctype: "Quality Feedback Template",
name: frm.doc.template
},
callback: function(data){
frm.fields_dict.parameters.grid.remove_all();
for (var i in data.message.parameters){
frm.add_child("parameters");
frm.fields_dict.parameters.get_value()[i].parameter = data.message.parameters[i].parameter;
template: function(frm) {
if (frm.doc.template) {
frappe.call({
"method": "frappe.client.get",
args: {
doctype: "Quality Feedback Template",
name: frm.doc.template
},
callback: function(data) {
if (data && data.message) {
frm.fields_dict.parameters.grid.remove_all();
// fetch parameters from template and autofill
for (let template_parameter of data.message.parameters) {
let row = frm.add_child("parameters");
row.parameter = template_parameter.parameter;
}
frm.refresh();
}
}
frm.refresh();
}
});
});
}
}
});

6
erpnext/quality_management/doctype/quality_feedback/quality_feedback.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "format:FDBK-{#####}",
"creation": "2019-05-26 21:23:05.308379",
"doctype": "DocType",
@ -53,12 +54,13 @@
{
"fieldname": "document_name",
"fieldtype": "Dynamic Link",
"label": "Name",
"label": "Feedback By",
"options": "document_type",
"reqd": 1
}
],
"modified": "2019-05-28 15:16:01.161662",
"links": [],
"modified": "2020-07-03 15:50:58.589302",
"modified_by": "Administrator",
"module": "Quality Management",
"name": "Quality Feedback",

7
erpnext/quality_management/doctype/quality_feedback_template/quality_feedback_template.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "format:TMPL-{template}",
"creation": "2019-05-26 21:17:24.283061",
"doctype": "DocType",
@ -30,10 +31,12 @@
"fieldname": "parameters",
"fieldtype": "Table",
"label": "Parameters",
"options": "Quality Feedback Template Parameter"
"options": "Quality Feedback Template Parameter",
"reqd": 1
}
],
"modified": "2019-05-26 21:48:47.770610",
"links": [],
"modified": "2020-07-03 16:06:03.749415",
"modified_by": "Administrator",
"module": "Quality Management",
"name": "Quality Feedback Template",

7
erpnext/regional/united_arab_emirates/utils.py
View File

@ -11,14 +11,17 @@ def update_itemised_tax_data(doc):
for row in doc.items:
tax_rate = 0.0
item_tax_rate = frappe.parse_json(row.item_tax_rate)
item_tax_rate = 0.0
if row.item_tax_rate:
item_tax_rate = frappe.parse_json(row.item_tax_rate)
# First check if tax rate is present
# If not then look up in item_wise_tax_detail
if item_tax_rate:
for account, rate in iteritems(item_tax_rate):
tax_rate += rate
elif itemised_tax.get(row.item_code):
elif row.item_code and itemised_tax.get(row.item_code):
tax_rate = sum([tax.get('tax_rate', 0) for d, tax in itemised_tax.get(row.item_code).items()])
row.tax_rate = flt(tax_rate, row.precision("tax_rate"))

5
erpnext/selling/doctype/customer/customer.py
View File

@ -342,11 +342,10 @@ def get_loyalty_programs(doc):
@frappe.whitelist()
def get_customer_list(doctype, txt, searchfield, start, page_len, filters=None):
from erpnext.controllers.queries import get_fields
fields = ["name", "customer_name", "customer_group", "territory"]
if frappe.db.get_default("cust_master_name") == "Customer Name":
fields = ["name", "customer_group", "territory"]
else:
fields = ["name", "customer_name", "customer_group", "territory"]
fields = get_fields("Customer", fields)
@ -553,4 +552,4 @@ def get_customer_primary_contact(doctype, txt, searchfield, start, page_len, fil
""", {
'customer': customer,
'txt': '%%%s%%' % txt
})
})

287
erpnext/selling/doctype/sales_order/sales_order.json
View File

File diff suppressed because it is too large Load Diff

5
erpnext/stock/doctype/item/item.json
View File

@ -987,6 +987,7 @@
"read_only": 1
},
{
"collapsible": 1,
"depends_on": "eval:(!doc.is_item_from_hub)",
"fieldname": "hub_publishing_sb",
"fieldtype": "Section Break",
@ -1060,7 +1061,7 @@
"image_field": "image",
"links": [],
"max_attachments": 1,
"modified": "2020-04-08 15:56:06.195722",
"modified": "2020-06-30 12:01:07.534447",
"modified_by": "Administrator",
"module": "Stock",
"name": "Item",
@ -1122,4 +1123,4 @@
"sort_order": "DESC",
"title_field": "item_name",
"track_changes": 1
}
}

5
erpnext/stock/get_item_details.py
View File

@ -636,6 +636,10 @@ def get_item_price(args, item_code, ignore_party=False):
if args.get('transaction_date'):
conditions += """ and %(transaction_date)s between
ifnull(valid_from, '2000-01-01') and ifnull(valid_upto, '2500-12-31')"""
if args.get('posting_date'):
conditions += """ and %(posting_date)s between
ifnull(valid_from, '2000-01-01') and ifnull(valid_upto, '2500-12-31')"""
return frappe.db.sql(""" select name, price_list_rate, uom
from `tabItem Price` {conditions}
@ -657,6 +661,7 @@ def get_price_list_rate_for(args, item_code):
"supplier": args.get('supplier'),
"uom": args.get('uom'),
"transaction_date": args.get('transaction_date'),
"posting_date": args.get('posting_date'),
}
item_price_data = 0

14
erpnext/utilities/transaction_base.py
View File

@ -120,6 +120,16 @@ class TransactionBase(StatusUpdater):
def validate_rate_with_reference_doc(self, ref_details):
buying_doctypes = ["Purchase Order", "Purchase Invoice", "Purchase Receipt"]
selling_doctypes = ["Sales Invoice", "Delivery Note"]
if self.doctype in buying_doctypes:
to_disable = "Maintain same rate throughout Purchase cycle"
settings_page = "Buying Settings"
else:
to_disable = "Maintain same rate throughout Sales cycle"
settings_page = "Selling Settings"
for ref_dt, ref_dn_field, ref_link_field in ref_details:
for d in self.get("items"):
if d.get(ref_link_field):
@ -129,8 +139,8 @@ class TransactionBase(StatusUpdater):
frappe.msgprint(_("Row #{0}: Rate must be same as {1}: {2} ({3} / {4}) ")
.format(d.idx, ref_dt, d.get(ref_dn_field), d.rate, ref_rate))
frappe.throw(_("To allow different rates, disable the {0} checkbox in {1}.")
.format(frappe.bold(_("Maintain Same Rate Throughout Sales Cycle")),
get_link_to_form("Selling Settings", "Selling Settings", frappe.bold("Selling Settings"))))
.format(frappe.bold(_(to_disable)),
get_link_to_form(settings_page, settings_page, frappe.bold(settings_page))))
def get_link_filters(self, for_doctype):
if hasattr(self, "prev_link_mapper") and self.prev_link_mapper.get(for_doctype):