Shiloh/brotherton-erpnext
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

Merge branch 'develop' of https://github.com/frappe/erpnext into common-party-acc

Browse Source
This commit is contained in:
Saqib Ansari 2021-08-25 20:02:27 +05:30
commit 881301ca9b
79 changed files with 1785 additions and 547 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

31
erpnext/accounts/doctype/bank_transaction/bank_transaction.py
View File

@ -21,6 +21,10 @@ class BankTransaction(StatusUpdater):
self.update_allocations()
self.clear_linked_payment_entries()
self.set_status(update=True)
def on_cancel(self):
self.clear_linked_payment_entries(for_cancel=True)
self.set_status(update=True)
def update_allocations(self):
if self.payment_entries:
@ -41,21 +45,30 @@ class BankTransaction(StatusUpdater):
frappe.db.set_value(self.doctype, self.name, "status", "Reconciled")
self.reload()
def clear_linked_payment_entries(self):
def clear_linked_payment_entries(self, for_cancel=False):
for payment_entry in self.payment_entries:
if payment_entry.payment_document in ["Payment Entry", "Journal Entry", "Purchase Invoice", "Expense Claim"]:
self.clear_simple_entry(payment_entry)
self.clear_simple_entry(payment_entry, for_cancel=for_cancel)
elif payment_entry.payment_document == "Sales Invoice":
self.clear_sales_invoice(payment_entry)
self.clear_sales_invoice(payment_entry, for_cancel=for_cancel)
def clear_simple_entry(self, payment_entry):
frappe.db.set_value(payment_entry.payment_document, payment_entry.payment_entry, "clearance_date", self.date)
def clear_simple_entry(self, payment_entry, for_cancel=False):
clearance_date = self.date if not for_cancel else None
frappe.db.set_value(
payment_entry.payment_document, payment_entry.payment_entry,
"clearance_date", clearance_date)
def clear_sales_invoice(self, payment_entry):
frappe.db.set_value("Sales Invoice Payment", dict(parenttype=payment_entry.payment_document,
parent=payment_entry.payment_entry), "clearance_date", self.date)
def clear_sales_invoice(self, payment_entry, for_cancel=False):
clearance_date = self.date if not for_cancel else None
frappe.db.set_value(
"Sales Invoice Payment",
dict(
parenttype=payment_entry.payment_document,
parent=payment_entry.payment_entry
),
"clearance_date", clearance_date)
def get_total_allocated_amount(payment_entry):
return frappe.db.sql("""

6
erpnext/accounts/doctype/bank_transaction/bank_transaction_list.js
View File

@ -4,10 +4,12 @@
frappe.listview_settings['Bank Transaction'] = {
add_fields: ["unallocated_amount"],
get_indicator: function(doc) {
if(flt(doc.unallocated_amount)>0) {
return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
if(doc.docstatus == 2) {
return [__("Cancelled"), "red", "docstatus,=,2"];
} else if(flt(doc.unallocated_amount)<=0) {
return [__("Reconciled"), "green", "unallocated_amount,=,0"];
} else if(flt(doc.unallocated_amount)>0) {
return [__("Unreconciled"), "orange", "unallocated_amount,>,0"];
}
}
};

9
erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
View File

@ -25,7 +25,8 @@ class TestBankTransaction(unittest.TestCase):
def tearDownClass(cls):
for bt in frappe.get_all("Bank Transaction"):
doc = frappe.get_doc("Bank Transaction", bt.name)
doc.cancel()
if doc.docstatus == 1:
doc.cancel()
doc.delete()
# Delete directly in DB to avoid validation errors for countries not allowing deletion
@ -57,6 +58,12 @@ class TestBankTransaction(unittest.TestCase):
clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
self.assertTrue(clearance_date is not None)
bank_transaction.reload()
bank_transaction.cancel()
clearance_date = frappe.db.get_value("Payment Entry", payment.name, "clearance_date")
self.assertFalse(clearance_date)
# Check if ERPNext can correctly filter a linked payments based on the debit/credit amount
def test_debit_credit_output(self):
bank_transaction = frappe.get_doc("Bank Transaction", dict(description="Auszahlung Karte MC/000002916 AUTOMAT 698769 K002 27.10. 14:07"))

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

@ -1564,7 +1564,7 @@
"icon": "fa fa-file-text",
"is_submittable": 1,
"links": [],
"modified": "2021-08-18 16:13:52.080543",
"modified": "2021-08-24 18:19:20.728433",
"modified_by": "Administrator",
"module": "Accounts",
"name": "POS Invoice",

6
erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py
View File

@ -320,7 +320,8 @@ class TestPOSInvoice(unittest.TestCase):
pos2.get("items")[0].serial_no = serial_nos[0]
pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
self.assertRaises(frappe.ValidationError, pos2.insert)
pos2.insert()
self.assertRaises(frappe.ValidationError, pos2.submit)
def test_delivered_serialized_item_transaction(self):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_serialized_item
@ -348,7 +349,8 @@ class TestPOSInvoice(unittest.TestCase):
pos2.get("items")[0].serial_no = serial_nos[0]
pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
self.assertRaises(frappe.ValidationError, pos2.insert)
pos2.insert()
self.assertRaises(frappe.ValidationError, pos2.submit)
def test_loyalty_points(self):
from erpnext.accounts.doctype.loyalty_program.test_loyalty_program import create_records

24
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -154,9 +154,9 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
return
}
$.each(doc["items"], function(i, row) {
doc.items.forEach((row) => {
if(row.delivery_note) frappe.model.clear_doc("Delivery Note", row.delivery_note)
})
});
}
set_default_print_format() {
@ -446,13 +446,25 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
}
currency() {
super.currency();
this._super();
$.each(cur_frm.doc.timesheets, function(i, d) {
let row = frappe.get_doc(d.doctype, d.name)
set_timesheet_detail_rate(row.doctype, row.name, cur_frm.doc.currency, row.timesheet_detail)
});
calculate_total_billing_amount(cur_frm)
}
currency() {
var me = this;
super.currency();
if (this.frm.doc.timesheets) {
this.frm.doc.timesheets.forEach((d) => {
let row = frappe.get_doc(d.doctype, d.name)
set_timesheet_detail_rate(row.doctype, row.name, me.frm.doc.currency, row.timesheet_detail)
});
calculate_total_billing_amount(this.frm);
}
}
};
// for backward compatibility: combine new and previous states
@ -974,9 +986,9 @@ var calculate_total_billing_amount = function(frm) {
doc.total_billing_amount = 0.0
if (doc.timesheets) {
$.each(doc.timesheets, function(index, data){
doc.total_billing_amount += flt(data.billing_amount)
})
doc.timesheets.forEach((d) => {
doc.total_billing_amount += flt(d.billing_amount)
});
}
refresh_field('total_billing_amount')

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

@ -247,7 +247,7 @@
"depends_on": "customer",
"fetch_from": "customer.customer_name",
"fieldname": "customer_name",
"fieldtype": "Data",
"fieldtype": "Small Text",
"hide_days": 1,
"hide_seconds": 1,
"in_global_search": 1,
@ -692,10 +692,11 @@
{
"fieldname": "scan_barcode",
"fieldtype": "Data",
"options": "Barcode",
"hide_days": 1,
"hide_seconds": 1,
"label": "Scan Barcode"
"label": "Scan Barcode",
"length": 1,
"options": "Barcode"
},
{
"allow_bulk_edit": 1,
@ -1059,6 +1060,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "Apply Additional Discount On",
"length": 15,
"options": "\nGrand Total\nNet Total",
"print_hide": 1
},
@ -1145,7 +1147,7 @@
{
"description": "In Words will be visible once you save the Sales Invoice.",
"fieldname": "base_in_words",
"fieldtype": "Data",
"fieldtype": "Small Text",
"hide_days": 1,
"hide_seconds": 1,
"label": "In Words (Company Currency)",
@ -1205,7 +1207,7 @@
},
{
"fieldname": "in_words",
"fieldtype": "Data",
"fieldtype": "Small Text",
"hide_days": 1,
"hide_seconds": 1,
"label": "In Words",
@ -1558,6 +1560,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "Print Language",
"length": 6,
"print_hide": 1,
"read_only": 1
},
@ -1645,6 +1648,7 @@
"hide_seconds": 1,
"in_standard_filter": 1,
"label": "Status",
"length": 30,
"no_copy": 1,
"options": "\nDraft\nReturn\nCredit Note Issued\nSubmitted\nPaid\nUnpaid\nUnpaid and Discounted\nOverdue and Discounted\nOverdue\nCancelled\nInternal Transfer",
"print_hide": 1,
@ -1704,6 +1708,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "Is Opening Entry",
"length": 4,
"oldfieldname": "is_opening",
"oldfieldtype": "Select",
"options": "No\nYes",
@ -1715,6 +1720,7 @@
"hide_days": 1,
"hide_seconds": 1,
"label": "C-Form Applicable",
"length": 4,
"no_copy": 1,
"options": "No\nYes",
"print_hide": 1
@ -2015,7 +2021,7 @@
"link_fieldname": "consolidated_invoice"
}
],
"modified": "2021-08-18 16:07:45.122570",
"modified": "2021-08-25 14:46:05.279588",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

9
erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
View File

@ -240,14 +240,15 @@ def get_deducted_tax(taxable_vouchers, fiscal_year, tax_details):
def get_tds_amount(ldc, parties, inv, tax_details, fiscal_year_details, tax_deducted, vouchers):
tds_amount = 0
invoice_filters = {
'name': ('in', vouchers),
'docstatus': 1
'name': ('in', vouchers),
'docstatus': 1,
'apply_tds': 1
}
field = 'sum(net_total)'
if not cint(tax_details.consider_party_ledger_amount):
invoice_filters.update({'apply_tds': 1})
if cint(tax_details.consider_party_ledger_amount):
invoice_filters.pop('apply_tds', None)
field = 'sum(grand_total)'
supp_credit_amt = frappe.db.get_value('Purchase Invoice', invoice_filters, field) or 0.0

32
erpnext/accounts/doctype/tax_withholding_category/test_tax_withholding_category.py
View File

@ -145,6 +145,36 @@ class TestTaxWithholdingCategory(unittest.TestCase):
for d in invoices:
d.cancel()
def test_tds_calculation_on_net_total(self):
frappe.db.set_value("Supplier", "Test TDS Supplier4", "tax_withholding_category", "Cumulative Threshold TDS")
invoices = []
pi = create_purchase_invoice(supplier = "Test TDS Supplier4", rate = 20000, do_not_save=True)
pi.append('taxes', {
"category": "Total",
"charge_type": "Actual",
"account_head": '_Test Account VAT - _TC',
"cost_center": 'Main - _TC',
"tax_amount": 1000,
"description": "Test",
"add_deduct_tax": "Add"
})
pi.save()
pi.submit()
invoices.append(pi)
# Second Invoice will apply TDS checked
pi1 = create_purchase_invoice(supplier = "Test TDS Supplier4", rate = 20000)
pi1.submit()
invoices.append(pi1)
self.assertEqual(pi1.taxes[0].tax_amount, 4000)
#delete invoices to avoid clashing
for d in invoices:
d.cancel()
def cancel_invoices():
purchase_invoices = frappe.get_all("Purchase Invoice", {
'supplier': ['in', ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2']],
@ -220,7 +250,7 @@ def create_sales_invoice(**args):
def create_records():
# create a new suppliers
for name in ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2', 'Test TDS Supplier3']:
for name in ['Test TDS Supplier', 'Test TDS Supplier1', 'Test TDS Supplier2', 'Test TDS Supplier3', 'Test TDS Supplier4']:
if frappe.db.exists('Supplier', name):
continue

11
erpnext/accounts/report/general_ledger/general_ledger.py
View File

@ -78,13 +78,10 @@ def validate_filters(filters, account_details):
def validate_party(filters):
party_type, party = filters.get("party_type"), filters.get("party")
if party:
if not party_type:
frappe.throw(_("To filter based on Party, select Party Type first"))
else:
for d in party:
if not frappe.db.exists(party_type, d):
frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
if party and party_type:
for d in party:
if not frappe.db.exists(party_type, d):
frappe.throw(_("Invalid {0}: {1}").format(party_type, d))
def set_account_currency(filters):
if filters.get("account") or (filters.get('party') and len(filters.party) == 1):

8
erpnext/accounts/report/gross_profit/gross_profit.json
View File

@ -1,16 +1,20 @@
{
"add_total_row": 1,
"add_total_row": 0,
"columns": [],
"creation": "2013-02-25 17:03:34",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"filters": [],
"idx": 3,
"is_standard": "Yes",
"modified": "2020-08-13 11:26:39.112352",
"modified": "2021-08-19 18:57:07.468202",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Gross Profit",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Sales Invoice",
"report_name": "Gross Profit",
"report_type": "Script Report",

30
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -41,12 +41,14 @@ def execute(filters=None):
columns = get_columns(group_wise_columns, filters)
for src in gross_profit_data.grouped_data:
for idx, src in enumerate(gross_profit_data.grouped_data):
row = []
for col in group_wise_columns.get(scrub(filters.group_by)):
row.append(src.get(col))
row.append(filters.currency)
if idx == len(gross_profit_data.grouped_data)-1:
row[0] = frappe.bold("Total")
data.append(row)
return columns, data
@ -154,6 +156,15 @@ class GrossProfitGenerator(object):
def get_average_rate_based_on_group_by(self):
# sum buying / selling totals for group
self.totals = frappe._dict(
qty=0,
base_amount=0,
buying_amount=0,
gross_profit=0,
gross_profit_percent=0,
base_rate=0,
buying_rate=0
)
for key in list(self.grouped):
if self.filters.get("group_by") != "Invoice":
for i, row in enumerate(self.grouped[key]):
@ -165,6 +176,7 @@ class GrossProfitGenerator(object):
new_row.base_amount += flt(row.base_amount, self.currency_precision)
new_row = self.set_average_rate(new_row)
self.grouped_data.append(new_row)
self.add_to_totals(new_row)
else:
for i, row in enumerate(self.grouped[key]):
if row.parent in self.returned_invoices \
@ -177,15 +189,25 @@ class GrossProfitGenerator(object):
if row.qty or row.base_amount:
row = self.set_average_rate(row)
self.grouped_data.append(row)
self.add_to_totals(row)
self.set_average_gross_profit(self.totals)
self.grouped_data.append(self.totals)
def set_average_rate(self, new_row):
self.set_average_gross_profit(new_row)
new_row.buying_rate = flt(new_row.buying_amount / new_row.qty, self.float_precision) if new_row.qty else 0
new_row.base_rate = flt(new_row.base_amount / new_row.qty, self.float_precision) if new_row.qty else 0
return new_row
def set_average_gross_profit(self, new_row):
new_row.gross_profit = flt(new_row.base_amount - new_row.buying_amount, self.currency_precision)
new_row.gross_profit_percent = flt(((new_row.gross_profit / new_row.base_amount) * 100.0), self.currency_precision) \
if new_row.base_amount else 0
new_row.buying_rate = flt(new_row.buying_amount / new_row.qty, self.float_precision) if new_row.qty else 0
new_row.base_rate = flt(new_row.base_amount / new_row.qty, self.float_precision) if new_row.qty else 0
return new_row
def add_to_totals(self, new_row):
for key in self.totals:
if new_row.get(key):
self.totals[key] += new_row[key]
def get_returned_invoice_items(self):
returned_invoices = frappe.db.sql("""

3
erpnext/controllers/accounts_controller.py
View File

@ -159,7 +159,8 @@ class AccountsController(TransactionBase):
self.set_due_date()
self.set_payment_schedule()
self.validate_payment_schedule_amount()
self.validate_due_date()
if not self.get('ignore_default_payment_terms_template'):
self.validate_due_date()
self.validate_advance_entries()
def validate_non_invoice_documents_schedule(self):

112
erpnext/controllers/selling_controller.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe.utils import cint, flt, cstr, get_link_to_form, nowtime
from frappe import _, throw
from frappe import _, bold, throw
from erpnext.stock.get_item_details import get_bin_details
from erpnext.stock.utils import get_incoming_rate
from erpnext.stock.get_item_details import get_conversion_factor
@ -16,7 +16,6 @@ from erpnext.controllers.stock_controller import StockController
from erpnext.controllers.sales_and_purchase_return import get_rate_for_return
class SellingController(StockController):
def get_feed(self):
return _("To {0} | {1} {2}").format(self.customer_name, self.currency,
self.grand_total)
@ -169,39 +168,96 @@ class SellingController(StockController):
def validate_selling_price(self):
def throw_message(idx, item_name, rate, ref_rate_field):
bold_net_rate = frappe.bold("net rate")
msg = (_("""Row #{}: Selling rate for item {} is lower than its {}. Selling {} should be atleast {}""")
.format(idx, frappe.bold(item_name), frappe.bold(ref_rate_field), bold_net_rate, frappe.bold(rate)))
msg += "<br><br>"
msg += (_("""You can alternatively disable selling price validation in {} to bypass this validation.""")
.format(get_link_to_form("Selling Settings", "Selling Settings")))
frappe.throw(msg, title=_("Invalid Selling Price"))
throw(_("""Row #{0}: Selling rate for item {1} is lower than its {2}.
Selling {3} should be atleast {4}.<br><br>Alternatively,
you can disable selling price validation in {5} to bypass
this validation.""").format(
idx,
bold(item_name),
bold(ref_rate_field),
bold("net rate"),
bold(rate),
get_link_to_form("Selling Settings", "Selling Settings"),
), title=_("Invalid Selling Price"))
if not frappe.db.get_single_value("Selling Settings", "validate_selling_price"):
return
if hasattr(self, "is_return") and self.is_return:
if (
self.get("is_return")
or not frappe.db.get_single_value("Selling Settings", "validate_selling_price")
):
return
for it in self.get("items"):
if not it.item_code:
is_internal_customer = self.get('is_internal_customer')
valuation_rate_map = {}
for item in self.items:
if not item.item_code:
continue
last_purchase_rate, is_stock_item = frappe.get_cached_value("Item", it.item_code, ["last_purchase_rate", "is_stock_item"])
last_purchase_rate_in_sales_uom = last_purchase_rate * (it.conversion_factor or 1)
if flt(it.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
throw_message(it.idx, frappe.bold(it.item_name), last_purchase_rate_in_sales_uom, "last purchase rate")
last_purchase_rate, is_stock_item = frappe.get_cached_value(
"Item", item.item_code, ("last_purchase_rate", "is_stock_item")
)
last_valuation_rate = frappe.db.sql("""
SELECT valuation_rate FROM `tabStock Ledger Entry` WHERE item_code = %s
AND warehouse = %s AND valuation_rate > 0
ORDER BY posting_date DESC, posting_time DESC, creation DESC LIMIT 1
""", (it.item_code, it.warehouse))
if last_valuation_rate:
last_valuation_rate_in_sales_uom = last_valuation_rate[0][0] * (it.conversion_factor or 1)
if is_stock_item and flt(it.base_net_rate) < flt(last_valuation_rate_in_sales_uom) \
and not self.get('is_internal_customer'):
throw_message(it.idx, frappe.bold(it.item_name), last_valuation_rate_in_sales_uom, "valuation rate")
last_purchase_rate_in_sales_uom = (
last_purchase_rate * (item.conversion_factor or 1)
)
if flt(item.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
throw_message(
item.idx,
item.item_name,
last_purchase_rate_in_sales_uom,
"last purchase rate"
)
if is_internal_customer or not is_stock_item:
continue
valuation_rate_map[(item.item_code, item.warehouse)] = None
if not valuation_rate_map:
return
or_conditions = (
f"""(item_code = {frappe.db.escape(valuation_rate[0])}
and warehouse = {frappe.db.escape(valuation_rate[1])})"""
for valuation_rate in valuation_rate_map
)
valuation_rates = frappe.db.sql(f"""
select
item_code, warehouse, valuation_rate
from
`tabBin`
where
({" or ".join(or_conditions)})
and valuation_rate > 0
""", as_dict=True)
for rate in valuation_rates:
valuation_rate_map[(rate.item_code, rate.warehouse)] = rate.valuation_rate
for item in self.items:
if not item.item_code:
continue
last_valuation_rate = valuation_rate_map.get(
(item.item_code, item.warehouse)
)
if not last_valuation_rate:
continue
last_valuation_rate_in_sales_uom = (
last_valuation_rate * (item.conversion_factor or 1)
)
if flt(item.base_net_rate) < flt(last_valuation_rate_in_sales_uom):
throw_message(
item.idx,
item.item_name,
last_valuation_rate_in_sales_uom,
"valuation rate"
)
def get_item_list(self):
il = []

3
erpnext/controllers/status_updater.py
View File

@ -86,7 +86,8 @@ status_map = {
],
"Bank Transaction": [
["Unreconciled", "eval:self.docstatus == 1 and self.unallocated_amount>0"],
["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"]
["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"],
["Cancelled", "eval:self.docstatus == 2"]
],
"POS Opening Entry": [
["Draft", None],

3
erpnext/crm/doctype/lead/lead.py
View File

@ -36,7 +36,8 @@ class Lead(SellingController):
})
def set_full_name(self):
self.lead_name = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
if self.first_name:
self.lead_name = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
def validate_email_id(self):
if self.email_id:

11
erpnext/crm/doctype/linkedin_settings/linkedin_settings.js
View File

@ -2,8 +2,8 @@
// For license information, please see license.txt
frappe.ui.form.on('LinkedIn Settings', {
onload: function(frm){
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){
onload: function(frm) {
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret) {
frappe.confirm(
__('Session not valid, Do you want to login?'),
function(){
@ -14,8 +14,9 @@ frappe.ui.form.on('LinkedIn Settings', {
}
);
}
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings'>${__('Click here')}</a>`]));
},
refresh: function(frm){
refresh: function(frm) {
if (frm.doc.session_status=="Expired"){
let msg = __("Session Not Active. Save doc to login.");
frm.dashboard.set_headline_alert(
@ -53,7 +54,7 @@ frappe.ui.form.on('LinkedIn Settings', {
);
}
},
login: function(frm){
login: function(frm) {
if (frm.doc.consumer_key && frm.doc.consumer_secret){
frappe.dom.freeze();
frappe.call({
@ -67,7 +68,7 @@ frappe.ui.form.on('LinkedIn Settings', {
});
}
},
after_save: function(frm){
after_save: function(frm) {
frm.trigger("login");
}
});

3
erpnext/crm/doctype/linkedin_settings/linkedin_settings.json
View File

@ -2,6 +2,7 @@
"actions": [],
"creation": "2020-01-30 13:36:39.492931",
"doctype": "DocType",
"documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/linkedin-settings",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
@ -87,7 +88,7 @@
],
"issingle": 1,
"links": [],
"modified": "2020-04-16 23:22:51.966397",
"modified": "2021-02-18 15:19:21.920725",
"modified_by": "Administrator",
"module": "CRM",
"name": "LinkedIn Settings",

112
erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
View File

@ -3,11 +3,12 @@
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe, requests, json
import frappe
import requests
from frappe import _
from frappe.utils import get_site_url, get_url_to_form, get_link_to_form
from frappe.utils import get_url_to_form
from frappe.model.document import Document
from frappe.utils.file_manager import get_file, get_file_path
from frappe.utils.file_manager import get_file_path
from six.moves.urllib.parse import urlencode
class LinkedInSettings(Document):
@ -42,11 +43,7 @@ class LinkedInSettings(Document):
self.db_set("access_token", response["access_token"])
def get_member_profile(self):
headers = {
"Authorization": "Bearer {}".format(self.access_token)
}
url = "https://api.linkedin.com/v2/me"
response = requests.get(url=url, headers=headers)
response = requests.get(url="https://api.linkedin.com/v2/me", headers=self.get_headers())
response = frappe.parse_json(response.content.decode())
frappe.db.set_value(self.doctype, self.name, {
@ -55,16 +52,16 @@ class LinkedInSettings(Document):
"session_status": "Active"
})
frappe.local.response["type"] = "redirect"
frappe.local.response["location"] = get_url_to_form("LinkedIn Settings","LinkedIn Settings")
frappe.local.response["location"] = get_url_to_form("LinkedIn Settings", "LinkedIn Settings")
def post(self, text, media=None):
def post(self, text, title, media=None):
if not media:
return self.post_text(text)
return self.post_text(text, title)
else:
media_id = self.upload_image(media)
if media_id:
return self.post_text(text, media_id=media_id)
return self.post_text(text, title, media_id=media_id)
else:
frappe.log_error("Failed to upload media.","LinkedIn Upload Error")
@ -82,9 +79,7 @@ class LinkedInSettings(Document):
}]
}
}
headers = {
"Authorization": "Bearer {}".format(self.access_token)
}
headers = self.get_headers()
response = self.http_post(url=register_url, body=body, headers=headers)
if response.status_code == 200:
@ -100,24 +95,33 @@ class LinkedInSettings(Document):
return None
def post_text(self, text, media_id=None):
def post_text(self, text, title, media_id=None):
url = "https://api.linkedin.com/v2/shares"
headers = {
"X-Restli-Protocol-Version": "2.0.0",
"Authorization": "Bearer {}".format(self.access_token),
"Content-Type": "application/json; charset=UTF-8"
}
headers = self.get_headers()
headers["X-Restli-Protocol-Version"] = "2.0.0"
headers["Content-Type"] = "application/json; charset=UTF-8"
body = {
"distribution": {
"linkedInDistributionTarget": {}
},
"owner":"urn:li:organization:{0}".format(self.company_id),
"subject": "Test Share Subject",
"subject": title,
"text": {
"text": text
}
}
reference_url = self.get_reference_url(text)
if reference_url:
body["content"] = {
"contentEntities": [
{
"entityLocation": reference_url
}
]
}
if media_id:
body["content"]= {
"contentEntities": [{
@ -141,20 +145,60 @@ class LinkedInSettings(Document):
raise
except Exception as e:
content = json.loads(response.content)
if response.status_code == 401:
self.db_set("session_status", "Expired")
frappe.db.commit()
frappe.throw(content["message"], title="LinkedIn Error - Unauthorized")
elif response.status_code == 403:
frappe.msgprint(_("You Didn't have permission to access this API"))
frappe.throw(content["message"], title="LinkedIn Error - Access Denied")
else:
frappe.throw(response.reason, title=response.status_code)
self.api_error(response)
return response
def get_headers(self):
return {
"Authorization": "Bearer {}".format(self.access_token)
}
def get_reference_url(self, text):
import re
regex_url = r"http[s]?://(?:[a-zA-Z]|[0-9]|[$-_@.&+]|[!*\(\),]|(?:%[0-9a-fA-F][0-9a-fA-F]))+"
urls = re.findall(regex_url, text)
if urls:
return urls[0]
def delete_post(self, post_id):
try:
response = requests.delete(url="https://api.linkedin.com/v2/shares/urn:li:share:{0}".format(post_id), headers=self.get_headers())
if response.status_code !=200:
raise
except Exception:
self.api_error(response)
def get_post(self, post_id):
url = "https://api.linkedin.com/v2/organizationalEntityShareStatistics?q=organizationalEntity&organizationalEntity=urn:li:organization:{0}&shares[0]=urn:li:share:{1}".format(self.company_id, post_id)
try:
response = requests.get(url=url, headers=self.get_headers())
if response.status_code !=200:
raise
except Exception:
self.api_error(response)
response = frappe.parse_json(response.content.decode())
if len(response.elements):
return response.elements[0]
return None
def api_error(self, response):
content = frappe.parse_json(response.content.decode())
if response.status_code == 401:
self.db_set("session_status", "Expired")
frappe.db.commit()
frappe.throw(content["message"], title=_("LinkedIn Error - Unauthorized"))
elif response.status_code == 403:
frappe.msgprint(_("You didn't have permission to access this API"))
frappe.throw(content["message"], title=_("LinkedIn Error - Access Denied"))
else:
frappe.throw(response.reason, title=response.status_code)
@frappe.whitelist(allow_guest=True)
def callback(code=None, error=None, error_description=None):
if not error:

19
erpnext/crm/doctype/opportunity/opportunity.js
View File

@ -95,9 +95,17 @@ frappe.ui.form.on("Opportunity", {
}, __('Create'));
}
frm.add_custom_button(__('Quotation'),
cur_frm.cscript.create_quotation, __('Create'));
if (frm.doc.opportunity_from != "Customer") {
frm.add_custom_button(__('Customer'),
function() {
frm.trigger("make_customer")
}, __('Create'));
}
frm.add_custom_button(__('Quotation'),
function() {
frm.trigger("create_quotation")
}, __('Create'));
}
if(!frm.doc.__islocal && frm.perm[0].write && frm.doc.docstatus==0) {
@ -195,6 +203,13 @@ erpnext.crm.Opportunity = class Opportunity extends frappe.ui.form.Controller {
frm: cur_frm
})
}
make_customer() {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.opportunity.opportunity.make_customer",
frm: cur_frm
})
}
};
extend_cscript(cur_frm.cscript, new erpnext.crm.Opportunity({frm: cur_frm}));

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

@ -287,6 +287,24 @@ def make_request_for_quotation(source_name, target_doc=None):
return doclist
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
def set_missing_values(source, target):
if source.opportunity_from == "Lead":
target.lead_name = source.party_name
doclist = get_mapped_doc("Opportunity", source_name, {
"Opportunity": {
"doctype": "Customer",
"field_map": {
"currency": "default_currency",
"customer_name": "customer_name"
}
}
}, target_doc, set_missing_values)
return doclist
@frappe.whitelist()
def make_supplier_quotation(source_name, target_doc=None):
doclist = get_mapped_doc("Opportunity", source_name, {

196
erpnext/crm/doctype/social_media_post/social_media_post.js
View File

@ -1,67 +1,139 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Social Media Post', {
validate: function(frm){
if (frm.doc.twitter === 0 && frm.doc.linkedin === 0){
frappe.throw(__("Select atleast one Social Media from Share on."))
}
if (frm.doc.scheduled_time) {
let scheduled_time = new Date(frm.doc.scheduled_time);
let date_time = new Date();
if (scheduled_time.getTime() < date_time.getTime()){
frappe.throw(__("Invalid Scheduled Time"));
}
}
if (frm.doc.text?.length > 280){
frappe.throw(__("Length Must be less than 280."))
}
},
refresh: function(frm){
if (frm.doc.docstatus === 1){
if (frm.doc.post_status != "Posted"){
add_post_btn(frm);
}
else if (frm.doc.post_status == "Posted"){
frm.set_df_property('sheduled_time', 'read_only', 1);
}
validate: function(frm) {
if (frm.doc.twitter === 0 && frm.doc.linkedin === 0) {
frappe.throw(__("Select atleast one Social Media Platform to Share on."));
}
if (frm.doc.scheduled_time) {
let scheduled_time = new Date(frm.doc.scheduled_time);
let date_time = new Date();
if (scheduled_time.getTime() < date_time.getTime()) {
frappe.throw(__("Scheduled Time must be a future time."));
}
}
frm.trigger('validate_tweet_length');
},
let html='';
if (frm.doc.twitter){
let color = frm.doc.twitter_post_id ? "green" : "red";
let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
<span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
</div>` ;
}
if (frm.doc.linkedin){
let color = frm.doc.linkedin_post_id ? "green" : "red";
let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
<span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
</div>` ;
}
html = `<div class="row">${html}</div>`;
frm.dashboard.set_headline_alert(html);
}
}
text: function(frm) {
if (frm.doc.text) {
frm.set_df_property('text', 'description', `${frm.doc.text.length}/280`);
frm.refresh_field('text');
frm.trigger('validate_tweet_length');
}
},
validate_tweet_length: function(frm) {
if (frm.doc.text && frm.doc.text.length > 280) {
frappe.throw(__("Tweet length Must be less than 280."));
}
},
onload: function(frm) {
frm.trigger('make_dashboard');
},
make_dashboard: function(frm) {
if (frm.doc.post_status == "Posted") {
frappe.call({
doc: frm.doc,
method: 'get_post',
freeze: true,
callback: (r) => {
if (!r.message) {
return;
}
let datasets = [], colors = [];
if (r.message && r.message.twitter) {
colors.push('#1DA1F2');
datasets.push({
name: 'Twitter',
values: [r.message.twitter.favorite_count, r.message.twitter.retweet_count]
});
}
if (r.message && r.message.linkedin) {
colors.push('#0077b5');
datasets.push({
name: 'LinkedIn',
values: [r.message.linkedin.totalShareStatistics.likeCount, r.message.linkedin.totalShareStatistics.shareCount]
});
}
if (datasets.length) {
frm.dashboard.render_graph({
data: {
labels: ['Likes', 'Retweets/Shares'],
datasets: datasets
},
title: __("Post Metrics"),
type: 'bar',
height: 300,
colors: colors
});
}
}
});
}
},
refresh: function(frm) {
frm.trigger('text');
if (frm.doc.docstatus === 1) {
if (!['Posted', 'Deleted'].includes(frm.doc.post_status)) {
frm.trigger('add_post_btn');
}
if (frm.doc.post_status !='Deleted') {
frm.add_custom_button(('Delete Post'), function() {
frappe.confirm(__('Are you sure want to delete the Post from Social Media platforms?'),
function() {
frappe.call({
doc: frm.doc,
method: 'delete_post',
freeze: true,
callback: () => {
frm.reload_doc();
}
});
}
);
});
}
if (frm.doc.post_status !='Deleted') {
let html='';
if (frm.doc.twitter) {
let color = frm.doc.twitter_post_id ? "green" : "red";
let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
<span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
</div>` ;
}
if (frm.doc.linkedin) {
let color = frm.doc.linkedin_post_id ? "green" : "red";
let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
<span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
</div>` ;
}
html = `<div class="row">${html}</div>`;
frm.dashboard.set_headline_alert(html);
}
}
},
add_post_btn: function(frm) {
frm.add_custom_button(__('Post Now'), function() {
frappe.call({
doc: frm.doc,
method: 'post',
freeze: true,
callback: function() {
frm.reload_doc();
}
});
});
}
});
var add_post_btn = function(frm){
frm.add_custom_button(('Post Now'), function(){
post(frm);
});
}
var post = function(frm){
frappe.dom.freeze();
frappe.call({
method: "erpnext.crm.doctype.social_media_post.social_media_post.publish",
args: {
doctype: frm.doc.doctype,
name: frm.doc.name
},
callback: function(r) {
frm.reload_doc();
frappe.dom.unfreeze();
}
})
}

92
erpnext/crm/doctype/social_media_post/social_media_post.json
View File

@ -3,9 +3,11 @@
"autoname": "format: CRM-SMP-{YYYY}-{MM}-{DD}-{###}",
"creation": "2020-01-30 11:53:13.872864",
"doctype": "DocType",
"documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/social-media-post",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"title",
"campaign_name",
"scheduled_time",
"post_status",
@ -30,32 +32,24 @@
"fieldname": "text",
"fieldtype": "Small Text",
"label": "Tweet",
"mandatory_depends_on": "eval:doc.twitter ==1",
"show_days": 1,
"show_seconds": 1
"mandatory_depends_on": "eval:doc.twitter ==1"
},
{
"fieldname": "image",
"fieldtype": "Attach Image",
"label": "Image",
"show_days": 1,
"show_seconds": 1
"label": "Image"
},
{
"default": "0",
"default": "1",
"fieldname": "twitter",
"fieldtype": "Check",
"label": "Twitter",
"show_days": 1,
"show_seconds": 1
"label": "Twitter"
},
{
"default": "0",
"default": "1",
"fieldname": "linkedin",
"fieldtype": "Check",
"label": "LinkedIn",
"show_days": 1,
"show_seconds": 1
"label": "LinkedIn"
},
{
"fieldname": "amended_from",
@ -64,27 +58,22 @@
"no_copy": 1,
"options": "Social Media Post",
"print_hide": 1,
"read_only": 1,
"show_days": 1,
"show_seconds": 1
"read_only": 1
},
{
"depends_on": "eval:doc.twitter ==1",
"fieldname": "content",
"fieldtype": "Section Break",
"label": "Twitter",
"show_days": 1,
"show_seconds": 1
"label": "Twitter"
},
{
"allow_on_submit": 1,
"fieldname": "post_status",
"fieldtype": "Select",
"label": "Post Status",
"options": "\nScheduled\nPosted\nError",
"read_only": 1,
"show_days": 1,
"show_seconds": 1
"no_copy": 1,
"options": "\nScheduled\nPosted\nCancelled\nDeleted\nError",
"read_only": 1
},
{
"allow_on_submit": 1,
@ -92,9 +81,8 @@
"fieldtype": "Data",
"hidden": 1,
"label": "Twitter Post Id",
"read_only": 1,
"show_days": 1,
"show_seconds": 1
"no_copy": 1,
"read_only": 1
},
{
"allow_on_submit": 1,
@ -102,82 +90,69 @@
"fieldtype": "Data",
"hidden": 1,
"label": "LinkedIn Post Id",
"read_only": 1,
"show_days": 1,
"show_seconds": 1
"no_copy": 1,
"read_only": 1
},
{
"fieldname": "campaign_name",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Campaign",
"options": "Campaign",
"show_days": 1,
"show_seconds": 1
"options": "Campaign"
},
{
"fieldname": "column_break_6",
"fieldtype": "Column Break",
"label": "Share On",
"show_days": 1,
"show_seconds": 1
"label": "Share On"
},
{
"fieldname": "column_break_14",
"fieldtype": "Column Break",
"show_days": 1,
"show_seconds": 1
"fieldtype": "Column Break"
},
{
"fieldname": "tweet_preview",
"fieldtype": "HTML",
"show_days": 1,
"show_seconds": 1
"fieldtype": "HTML"
},
{
"collapsible": 1,
"depends_on": "eval:doc.linkedin==1",
"fieldname": "linkedin_section",
"fieldtype": "Section Break",
"label": "LinkedIn",
"show_days": 1,
"show_seconds": 1
"label": "LinkedIn"
},
{
"collapsible": 1,
"fieldname": "attachments_section",
"fieldtype": "Section Break",
"label": "Attachments",
"show_days": 1,
"show_seconds": 1
"label": "Attachments"
},
{
"fieldname": "linkedin_post",
"fieldtype": "Text",
"label": "Post",
"mandatory_depends_on": "eval:doc.linkedin ==1",
"show_days": 1,
"show_seconds": 1
"mandatory_depends_on": "eval:doc.linkedin ==1"
},
{
"fieldname": "column_break_15",
"fieldtype": "Column Break",
"show_days": 1,
"show_seconds": 1
"fieldtype": "Column Break"
},
{
"allow_on_submit": 1,
"fieldname": "scheduled_time",
"fieldtype": "Datetime",
"label": "Scheduled Time",
"read_only_depends_on": "eval:doc.post_status == \"Posted\"",
"show_days": 1,
"show_seconds": 1
"read_only_depends_on": "eval:doc.post_status == \"Posted\""
},
{
"fieldname": "title",
"fieldtype": "Data",
"label": "Title",
"reqd": 1
}
],
"is_submittable": 1,
"links": [],
"modified": "2020-06-14 10:31:33.961381",
"modified": "2021-04-14 14:24:59.821223",
"modified_by": "Administrator",
"module": "CRM",
"name": "Social Media Post",
@ -228,5 +203,6 @@
],
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "title",
"track_changes": 1
}

54
erpnext/crm/doctype/social_media_post/social_media_post.py
View File

@ -10,17 +10,51 @@ import datetime
class SocialMediaPost(Document):
def validate(self):
if (not self.twitter and not self.linkedin):
frappe.throw(_("Select atleast one Social Media Platform to Share on."))
if self.scheduled_time:
current_time = frappe.utils.now_datetime()
scheduled_time = frappe.utils.get_datetime(self.scheduled_time)
if scheduled_time < current_time:
frappe.throw(_("Invalid Scheduled Time"))
frappe.throw(_("Scheduled Time must be a future time."))
if self.text and len(self.text) > 280:
frappe.throw(_("Tweet length must be less than 280."))
def submit(self):
if self.scheduled_time:
self.post_status = "Scheduled"
super(SocialMediaPost, self).submit()
def on_cancel(self):
self.db_set('post_status', 'Cancelled')
@frappe.whitelist()
def delete_post(self):
if self.twitter and self.twitter_post_id:
twitter = frappe.get_doc("Twitter Settings")
twitter.delete_tweet(self.twitter_post_id)
if self.linkedin and self.linkedin_post_id:
linkedin = frappe.get_doc("LinkedIn Settings")
linkedin.delete_post(self.linkedin_post_id)
self.db_set('post_status', 'Deleted')
@frappe.whitelist()
def get_post(self):
response = {}
if self.linkedin and self.linkedin_post_id:
linkedin = frappe.get_doc("LinkedIn Settings")
response['linkedin'] = linkedin.get_post(self.linkedin_post_id)
if self.twitter and self.twitter_post_id:
twitter = frappe.get_doc("Twitter Settings")
response['twitter'] = twitter.get_tweet(self.twitter_post_id)
return response
@frappe.whitelist()
def post(self):
try:
if self.twitter and not self.twitter_post_id:
@ -29,28 +63,22 @@ class SocialMediaPost(Document):
self.db_set("twitter_post_id", twitter_post.id)
if self.linkedin and not self.linkedin_post_id:
linkedin = frappe.get_doc("LinkedIn Settings")
linkedin_post = linkedin.post(self.linkedin_post, self.image)
self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'].split(":")[-1])
linkedin_post = linkedin.post(self.linkedin_post, self.title, self.image)
self.db_set("linkedin_post_id", linkedin_post.headers['X-RestLi-Id'])
self.db_set("post_status", "Posted")
except:
self.db_set("post_status", "Error")
title = _("Error while POSTING {0}").format(self.name)
traceback = frappe.get_traceback()
frappe.log_error(message=traceback , title=title)
frappe.log_error(message=frappe.get_traceback(), title=title)
def process_scheduled_social_media_posts():
posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time","post_status"])
posts = frappe.get_list("Social Media Post", filters={"post_status": "Scheduled", "docstatus":1}, fields= ["name", "scheduled_time"])
start = frappe.utils.now_datetime()
end = start + datetime.timedelta(minutes=10)
for post in posts:
if post.scheduled_time:
post_time = frappe.utils.get_datetime(post.scheduled_time)
if post_time > start and post_time <= end:
publish('Social Media Post', post.name)
@frappe.whitelist()
def publish(doctype, name):
sm_post = frappe.get_doc(doctype, name)
sm_post.post()
frappe.db.commit()
sm_post = frappe.get_doc('Social Media Post', post.name)
sm_post.post()

17
erpnext/crm/doctype/social_media_post/social_media_post_list.js
View File

@ -1,10 +1,11 @@
frappe.listview_settings['Social Media Post'] = {
add_fields: ["status","post_status"],
get_indicator: function(doc) {
return [__(doc.post_status), {
"Scheduled": "orange",
"Posted": "green",
"Error": "red"
}[doc.post_status]];
}
add_fields: ["status", "post_status"],
get_indicator: function(doc) {
return [__(doc.post_status), {
"Scheduled": "orange",
"Posted": "green",
"Error": "red",
"Deleted": "red"
}[doc.post_status]];
}
}

13
erpnext/crm/doctype/twitter_settings/twitter_settings.js
View File

@ -2,7 +2,7 @@
// For license information, please see license.txt
frappe.ui.form.on('Twitter Settings', {
onload: function(frm){
onload: function(frm) {
if (frm.doc.session_status == 'Expired' && frm.doc.consumer_key && frm.doc.consumer_secret){
frappe.confirm(
__('Session not valid, Do you want to login?'),
@ -14,10 +14,11 @@ frappe.ui.form.on('Twitter Settings', {
}
);
}
frm.dashboard.set_headline(__("For more information, {0}.", [`<a target='_blank' href='https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings'>${__('Click here')}</a>`]));
},
refresh: function(frm){
refresh: function(frm) {
let msg, color, flag=false;
if (frm.doc.session_status == "Active"){
if (frm.doc.session_status == "Active") {
msg = __("Session Active");
color = 'green';
flag = true;
@ -28,7 +29,7 @@ frappe.ui.form.on('Twitter Settings', {
flag = true;
}
if (flag){
if (flag) {
frm.dashboard.set_headline_alert(
`<div class="row">
<div class="col-xs-12">
@ -38,7 +39,7 @@ frappe.ui.form.on('Twitter Settings', {
);
}
},
login: function(frm){
login: function(frm) {
if (frm.doc.consumer_key && frm.doc.consumer_secret){
frappe.dom.freeze();
frappe.call({
@ -52,7 +53,7 @@ frappe.ui.form.on('Twitter Settings', {
});
}
},
after_save: function(frm){
after_save: function(frm) {
frm.trigger("login");
}
});

3
erpnext/crm/doctype/twitter_settings/twitter_settings.json
View File

@ -2,6 +2,7 @@
"actions": [],
"creation": "2020-01-30 10:29:08.562108",
"doctype": "DocType",
"documentation": "https://docs.erpnext.com/docs/user/manual/en/CRM/twitter-settings",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
@ -77,7 +78,7 @@
"image_field": "profile_pic",
"issingle": 1,
"links": [],
"modified": "2020-05-13 17:50:47.934776",
"modified": "2021-02-18 15:18:07.900031",
"modified_by": "Administrator",
"module": "CRM",
"name": "Twitter Settings",

50
erpnext/crm/doctype/twitter_settings/twitter_settings.py
View File

@ -32,7 +32,9 @@ class TwitterSettings(Document):
try:
auth.get_access_token(oauth_verifier)
api = self.get_api(auth.access_token, auth.access_token_secret)
self.access_token = auth.access_token
self.access_token_secret = auth.access_token_secret
api = self.get_api()
user = api.me()
profile_pic = (user._json["profile_image_url"]).replace("_normal","")
@ -50,11 +52,11 @@ class TwitterSettings(Document):
frappe.msgprint(_("Error! Failed to get access token."))
frappe.throw(_('Invalid Consumer Key or Consumer Secret Key'))
def get_api(self, access_token, access_token_secret):
# authentication of consumer key and secret
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
# authentication of access token and secret
auth.set_access_token(access_token, access_token_secret)
def get_api(self):
# authentication of consumer key and secret
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
# authentication of access token and secret
auth.set_access_token(self.access_token, self.access_token_secret)
return tweepy.API(auth)
@ -68,13 +70,13 @@ class TwitterSettings(Document):
def upload_image(self, media):
media = get_file_path(media)
api = self.get_api(self.access_token, self.access_token_secret)
api = self.get_api()
media = api.media_upload(media)
return media.media_id
def send_tweet(self, text, media_id=None):
api = self.get_api(self.access_token, self.access_token_secret)
api = self.get_api()
try:
if media_id:
response = api.update_status(status = text, media_ids = [media_id])
@ -84,12 +86,32 @@ class TwitterSettings(Document):
return response
except TweepError as e:
content = json.loads(e.response.content)
content = content["errors"][0]
if e.response.status_code == 401:
self.db_set("session_status", "Expired")
frappe.db.commit()
frappe.throw(content["message"],title="Twitter Error {0} {1}".format(e.response.status_code, e.response.reason))
self.api_error(e)
def delete_tweet(self, tweet_id):
api = self.get_api()
try:
api.destroy_status(tweet_id)
except TweepError as e:
self.api_error(e)
def get_tweet(self, tweet_id):
api = self.get_api()
try:
response = api.get_status(tweet_id, trim_user=True, include_entities=True)
except TweepError as e:
self.api_error(e)
return response._json
def api_error(self, e):
content = json.loads(e.response.content)
content = content["errors"][0]
if e.response.status_code == 401:
self.db_set("session_status", "Expired")
frappe.db.commit()
frappe.throw(content["message"],title=_("Twitter Error {0} : {1}").format(e.response.status_code, e.response.reason))
@frappe.whitelist(allow_guest=True)
def callback(oauth_token = None, oauth_verifier = None):

4
erpnext/healthcare/doctype/fee_validity/test_fee_validity.py
View File

@ -29,10 +29,10 @@ class TestFeeValidity(unittest.TestCase):
healthcare_settings.save(ignore_permissions=True)
patient, medical_department, practitioner = create_healthcare_docs()
# appointment should not be invoiced. Check Fee Validity created for new patient
# For first appointment, invoice is generated
appointment = create_appointment(patient, practitioner, nowdate())
invoiced = frappe.db.get_value("Patient Appointment", appointment.name, "invoiced")
self.assertEqual(invoiced, 0)
self.assertEqual(invoiced, 1)
# appointment should not be invoiced as it is within fee validity
appointment = create_appointment(patient, practitioner, add_days(nowdate(), 4))

7
erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
View File

@ -241,6 +241,13 @@ frappe.ui.form.on('Patient Appointment', {
frm.toggle_reqd('mode_of_payment', 0);
frm.toggle_reqd('paid_amount', 0);
frm.toggle_reqd('billing_item', 0);
} else if (data.message) {
frm.toggle_display('mode_of_payment', 1);
frm.toggle_display('paid_amount', 1);
frm.toggle_display('billing_item', 1);
frm.toggle_reqd('mode_of_payment', 1);
frm.toggle_reqd('paid_amount', 1);
frm.toggle_reqd('billing_item', 1);
} else {
// if automated appointment invoicing is disabled, hide fields
frm.toggle_display('mode_of_payment', data.message ? 1 : 0);

5
erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
View File

@ -134,6 +134,7 @@
"set_only_once": 1
},
{
"depends_on": "eval:doc.practitioner;",
"fieldname": "section_break_12",
"fieldtype": "Section Break",
"label": "Appointment Details"
@ -349,7 +350,7 @@
}
],
"links": [],
"modified": "2021-02-08 13:13:15.116833",
"modified": "2021-06-16 00:40:26.841794",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Patient Appointment",
@ -400,4 +401,4 @@
"title_field": "title",
"track_changes": 1,
"track_seen": 1
}
}

8
erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
View File

@ -135,8 +135,6 @@ def check_payment_fields_reqd(patient):
fee_validity = frappe.db.exists('Fee Validity', {'patient': patient, 'status': 'Pending'})
if fee_validity:
return {'fee_validity': fee_validity}
if check_is_new_patient(patient):
return False
return True
return False
@ -151,8 +149,6 @@ def invoice_appointment(appointment_doc):
elif not fee_validity:
if frappe.db.exists('Fee Validity Reference', {'appointment': appointment_doc.name}):
return
if check_is_new_patient(appointment_doc.patient, appointment_doc.name):
return
else:
fee_validity = None
@ -196,9 +192,7 @@ def check_is_new_patient(patient, name=None):
filters['name'] = ('!=', name)
has_previous_appointment = frappe.db.exists('Patient Appointment', filters)
if has_previous_appointment:
return False
return True
return not has_previous_appointment
def get_appointment_item(appointment_doc, item):

25
erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
View File

@ -4,11 +4,12 @@
from __future__ import unicode_literals
import unittest
import frappe
from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter
from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter, check_payment_fields_reqd, check_is_new_patient
from frappe.utils import nowdate, add_days, now_datetime
from frappe.utils.make_random import get_random
from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
class TestPatientAppointment(unittest.TestCase):
def setUp(self):
frappe.db.sql("""delete from `tabPatient Appointment`""")
@ -176,6 +177,28 @@ class TestPatientAppointment(unittest.TestCase):
mark_invoiced_inpatient_occupancy(ip_record1)
discharge_patient(ip_record1)
def test_payment_should_be_mandatory_for_new_patient_appointment(self):
frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 1)
frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
frappe.db.set_value('Healthcare Settings', None, 'max_visits', 3)
frappe.db.set_value('Healthcare Settings', None, 'valid_days', 30)
patient = create_patient()
assert check_is_new_patient(patient)
payment_required = check_payment_fields_reqd(patient)
assert payment_required is True
def test_sales_invoice_should_be_generated_for_new_patient_appointment(self):
patient, medical_department, practitioner = create_healthcare_docs()
frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
invoice_count = frappe.db.count('Sales Invoice')
assert check_is_new_patient(patient)
create_appointment(patient, practitioner, nowdate())
new_invoice_count = frappe.db.count('Sales Invoice')
assert new_invoice_count == invoice_count + 1
def create_healthcare_docs():
patient = create_patient()

9
erpnext/hooks.py
View File

@ -355,7 +355,8 @@ scheduler_events = {
"erpnext.crm.doctype.opportunity.opportunity.auto_close_opportunity",
"erpnext.controllers.accounts_controller.update_invoice_status",
"erpnext.accounts.doctype.fiscal_year.fiscal_year.auto_create_fiscal_year",
"erpnext.hr.doctype.employee.employee.send_birthday_reminders",
"erpnext.hr.doctype.employee.employee_reminders.send_work_anniversary_reminders",
"erpnext.hr.doctype.employee.employee_reminders.send_birthday_reminders",
"erpnext.projects.doctype.task.task.set_tasks_as_overdue",
"erpnext.assets.doctype.asset.depreciation.post_depreciation_entries",
"erpnext.hr.doctype.daily_work_summary_group.daily_work_summary_group.send_summary",
@ -387,6 +388,12 @@ scheduler_events = {
"erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual.process_loan_interest_accrual_for_term_loans",
"erpnext.crm.doctype.lead.lead.daily_open_lead"
],
"weekly": [
"erpnext.hr.doctype.employee.employee_reminders.send_reminders_in_advance_weekly"
],
"monthly": [
"erpnext.hr.doctype.employee.employee_reminders.send_reminders_in_advance_monthly"
],
"monthly_long": [
"erpnext.accounts.deferred_revenue.process_deferred_accounting",
"erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual.process_loan_interest_accrual_for_demand_loans"

4
erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
View File

@ -8,7 +8,7 @@ from frappe import _
from frappe.utils import date_diff, add_days, getdate, cint, format_date
from frappe.model.document import Document
from erpnext.hr.utils import validate_dates, validate_overlap, get_leave_period, validate_active_employee, \
get_holidays_for_employee, create_additional_leave_ledger_entry
create_additional_leave_ledger_entry, get_holiday_dates_for_employee
class CompensatoryLeaveRequest(Document):
@ -39,7 +39,7 @@ class CompensatoryLeaveRequest(Document):
frappe.throw(_("You are not present all day(s) between compensatory leave request days"))
def validate_holidays(self):
holidays = get_holidays_for_employee(self.employee, self.work_from_date, self.work_end_date)
holidays = get_holiday_dates_for_employee(self.employee, self.work_from_date, self.work_end_date)
if len(holidays) < date_diff(self.work_end_date, self.work_from_date) + 1:
if date_diff(self.work_end_date, self.work_from_date):
msg = _("The days between {0} to {1} are not valid holidays.").format(frappe.bold(format_date(self.work_from_date)), frappe.bold(format_date(self.work_end_date)))

127
erpnext/hr/doctype/employee/employee.py
View File

@ -1,7 +1,5 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.utils import getdate, validate_email_address, today, add_years, cstr
@ -9,7 +7,6 @@ from frappe.model.naming import set_name_by_naming_series
from frappe import throw, _, scrub
from frappe.permissions import add_user_permission, remove_user_permission, \
set_user_permission_if_allowed, has_permission, get_doc_permissions
from frappe.model.document import Document
from erpnext.utilities.transaction_base import delete_events
from frappe.utils.nestedset import NestedSet
@ -286,94 +283,8 @@ def update_user_permissions(doc, method):
employee = frappe.get_doc("Employee", {"user_id": doc.name})
employee.update_user_permissions()
def send_birthday_reminders():
"""Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
if int(frappe.db.get_single_value("HR Settings", "stop_birthday_reminders") or 0):
return
employees_born_today = get_employees_who_are_born_today()
for company, birthday_persons in employees_born_today.items():
employee_emails = get_all_employee_emails(company)
birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
recipients = list(set(employee_emails) - set(birthday_person_emails))
reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
if len(birthday_persons) > 1:
# special email for people sharing birthdays
for person in birthday_persons:
person_email = person["user_id"] or person["personal_email"] or person["company_email"]
others = [d for d in birthday_persons if d != person]
reminder_text, message = get_birthday_reminder_text_and_message(others)
send_birthday_reminder(person_email, reminder_text, others, message)
def get_employee_email(employee_doc):
return employee_doc["user_id"] or employee_doc["personal_email"] or employee_doc["company_email"]
def get_birthday_reminder_text_and_message(birthday_persons):
if len(birthday_persons) == 1:
birthday_person_text = birthday_persons[0]['name']
else:
# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
person_names = [d['name'] for d in birthday_persons]
last_person = person_names[-1]
birthday_person_text = ", ".join(person_names[:-1])
birthday_person_text = _("{} & {}").format(birthday_person_text, last_person)
reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
message = _("A friendly reminder of an important date for our team.")
message += "<br>"
message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
return reminder_text, message
def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
frappe.sendmail(
recipients=recipients,
subject=_("Birthday Reminder"),
template="birthday_reminder",
args=dict(
reminder_text=reminder_text,
birthday_persons=birthday_persons,
message=message,
),
header=_("Birthday Reminder 🎂")
)
def get_employees_who_are_born_today():
"""Get all employee born today & group them based on their company"""
from collections import defaultdict
employees_born_today = frappe.db.multisql({
"mariadb": """
SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`
FROM `tabEmployee`
WHERE
DAY(date_of_birth) = DAY(%(today)s)
AND
MONTH(date_of_birth) = MONTH(%(today)s)
AND
`status` = 'Active'
""",
"postgres": """
SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
FROM "tabEmployee"
WHERE
DATE_PART('day', "date_of_birth") = date_part('day', %(today)s)
AND
DATE_PART('month', "date_of_birth") = date_part('month', %(today)s)
AND
"status" = 'Active'
""",
}, dict(today=today()), as_dict=1)
grouped_employees = defaultdict(lambda: [])
for employee_doc in employees_born_today:
grouped_employees[employee_doc.get('company')].append(employee_doc)
return grouped_employees
return employee_doc.get("user_id") or employee_doc.get("personal_email") or employee_doc.get("company_email")
def get_holiday_list_for_employee(employee, raise_exception=True):
if employee:
@ -390,17 +301,40 @@ def get_holiday_list_for_employee(employee, raise_exception=True):
return holiday_list
def is_holiday(employee, date=None, raise_exception=True):
'''Returns True if given Employee has an holiday on the given date
:param employee: Employee `name`
:param date: Date to check. Will check for today if None'''
def is_holiday(employee, date=None, raise_exception=True, only_non_weekly=False, with_description=False):
'''
Returns True if given Employee has an holiday on the given date
:param employee: Employee `name`
:param date: Date to check. Will check for today if None
:param raise_exception: Raise an exception if no holiday list found, default is True
:param only_non_weekly: Check only non-weekly holidays, default is False
'''
holiday_list = get_holiday_list_for_employee(employee, raise_exception)
if not date:
date = today()
if holiday_list:
return frappe.get_all('Holiday List', dict(name=holiday_list, holiday_date=date)) and True or False
if not holiday_list:
return False
filters = {
'parent': holiday_list,
'holiday_date': date
}
if only_non_weekly:
filters['weekly_off'] = False
holidays = frappe.get_all(
'Holiday',
fields=['description'],
filters=filters,
pluck='description'
)
if with_description:
return len(holidays) > 0, holidays
return len(holidays) > 0
@frappe.whitelist()
def deactivate_sales_person(status = None, employee = None):
@ -503,7 +437,6 @@ def get_children(doctype, parent=None, company=None, is_root=False, is_tree=Fals
return employees
def on_doctype_update():
frappe.db.add_index("Employee", ["lft", "rgt"])

247
erpnext/hr/doctype/employee/employee_reminders.py Normal file
View File

@ -0,0 +1,247 @@
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from frappe import _
from frappe.utils import comma_sep, getdate, today, add_months, add_days
from erpnext.hr.doctype.employee.employee import get_all_employee_emails, get_employee_email
from erpnext.hr.utils import get_holidays_for_employee
# -----------------
# HOLIDAY REMINDERS
# -----------------
def send_reminders_in_advance_weekly():
to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders") or 1)
frequency = frappe.db.get_single_value("HR Settings", "frequency")
if not (to_send_in_advance and frequency == "Weekly"):
return
send_advance_holiday_reminders("Weekly")
def send_reminders_in_advance_monthly():
to_send_in_advance = int(frappe.db.get_single_value("HR Settings", "send_holiday_reminders") or 1)
frequency = frappe.db.get_single_value("HR Settings", "frequency")
if not (to_send_in_advance and frequency == "Monthly"):
return
send_advance_holiday_reminders("Monthly")
def send_advance_holiday_reminders(frequency):
"""Send Holiday Reminders in Advance to Employees
`frequency` (str): 'Weekly' or 'Monthly'
"""
if frequency == "Weekly":
start_date = getdate()
end_date = add_days(getdate(), 7)
elif frequency == "Monthly":
# Sent on 1st of every month
start_date = getdate()
end_date = add_months(getdate(), 1)
else:
return
employees = frappe.db.get_all('Employee', pluck='name')
for employee in employees:
holidays = get_holidays_for_employee(
employee,
start_date, end_date,
only_non_weekly=True,
raise_exception=False
)
if not (holidays is None):
send_holidays_reminder_in_advance(employee, holidays)
def send_holidays_reminder_in_advance(employee, holidays):
employee_doc = frappe.get_doc('Employee', employee)
employee_email = get_employee_email(employee_doc)
frequency = frappe.db.get_single_value("HR Settings", "frequency")
email_header = _("Holidays this Month.") if frequency == "Monthly" else _("Holidays this Week.")
frappe.sendmail(
recipients=[employee_email],
subject=_("Upcoming Holidays Reminder"),
template="holiday_reminder",
args=dict(
reminder_text=_("Hey {}! This email is to remind you about the upcoming holidays.").format(employee_doc.get('first_name')),
message=_("Below is the list of upcoming holidays for you:"),
advance_holiday_reminder=True,
holidays=holidays,
frequency=frequency[:-2]
),
header=email_header
)
# ------------------
# BIRTHDAY REMINDERS
# ------------------
def send_birthday_reminders():
"""Send Employee birthday reminders if no 'Stop Birthday Reminders' is not set."""
to_send = int(frappe.db.get_single_value("HR Settings", "send_birthday_reminders") or 1)
if not to_send:
return
employees_born_today = get_employees_who_are_born_today()
for company, birthday_persons in employees_born_today.items():
employee_emails = get_all_employee_emails(company)
birthday_person_emails = [get_employee_email(doc) for doc in birthday_persons]
recipients = list(set(employee_emails) - set(birthday_person_emails))
reminder_text, message = get_birthday_reminder_text_and_message(birthday_persons)
send_birthday_reminder(recipients, reminder_text, birthday_persons, message)
if len(birthday_persons) > 1:
# special email for people sharing birthdays
for person in birthday_persons:
person_email = person["user_id"] or person["personal_email"] or person["company_email"]
others = [d for d in birthday_persons if d != person]
reminder_text, message = get_birthday_reminder_text_and_message(others)
send_birthday_reminder(person_email, reminder_text, others, message)
def get_birthday_reminder_text_and_message(birthday_persons):
if len(birthday_persons) == 1:
birthday_person_text = birthday_persons[0]['name']
else:
# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
person_names = [d['name'] for d in birthday_persons]
birthday_person_text = comma_sep(person_names, frappe._("{0} & {1}"), False)
reminder_text = _("Today is {0}'s birthday 🎉").format(birthday_person_text)
message = _("A friendly reminder of an important date for our team.")
message += "<br>"
message += _("Everyone, let’s congratulate {0} on their birthday.").format(birthday_person_text)
return reminder_text, message
def send_birthday_reminder(recipients, reminder_text, birthday_persons, message):
frappe.sendmail(
recipients=recipients,
subject=_("Birthday Reminder"),
template="birthday_reminder",
args=dict(
reminder_text=reminder_text,
birthday_persons=birthday_persons,
message=message,
),
header=_("Birthday Reminder 🎂")
)
def get_employees_who_are_born_today():
"""Get all employee born today & group them based on their company"""
return get_employees_having_an_event_today("birthday")
def get_employees_having_an_event_today(event_type):
"""Get all employee who have `event_type` today
& group them based on their company. `event_type`
can be `birthday` or `work_anniversary`"""
from collections import defaultdict
# Set column based on event type
if event_type == 'birthday':
condition_column = 'date_of_birth'
elif event_type == 'work_anniversary':
condition_column = 'date_of_joining'
else:
return
employees_born_today = frappe.db.multisql({
"mariadb": f"""
SELECT `personal_email`, `company`, `company_email`, `user_id`, `employee_name` AS 'name', `image`, `date_of_joining`
FROM `tabEmployee`
WHERE
DAY({condition_column}) = DAY(%(today)s)
AND
MONTH({condition_column}) = MONTH(%(today)s)
AND
`status` = 'Active'
""",
"postgres": f"""
SELECT "personal_email", "company", "company_email", "user_id", "employee_name" AS 'name', "image"
FROM "tabEmployee"
WHERE
DATE_PART('day', {condition_column}) = date_part('day', %(today)s)
AND
DATE_PART('month', {condition_column}) = date_part('month', %(today)s)
AND
"status" = 'Active'
""",
}, dict(today=today(), condition_column=condition_column), as_dict=1)
grouped_employees = defaultdict(lambda: [])
for employee_doc in employees_born_today:
grouped_employees[employee_doc.get('company')].append(employee_doc)
return grouped_employees
# --------------------------
# WORK ANNIVERSARY REMINDERS
# --------------------------
def send_work_anniversary_reminders():
"""Send Employee Work Anniversary Reminders if 'Send Work Anniversary Reminders' is checked"""
to_send = int(frappe.db.get_single_value("HR Settings", "send_work_anniversary_reminders") or 1)
if not to_send:
return
employees_joined_today = get_employees_having_an_event_today("work_anniversary")
for company, anniversary_persons in employees_joined_today.items():
employee_emails = get_all_employee_emails(company)
anniversary_person_emails = [get_employee_email(doc) for doc in anniversary_persons]
recipients = list(set(employee_emails) - set(anniversary_person_emails))
reminder_text, message = get_work_anniversary_reminder_text_and_message(anniversary_persons)
send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message)
if len(anniversary_persons) > 1:
# email for people sharing work anniversaries
for person in anniversary_persons:
person_email = person["user_id"] or person["personal_email"] or person["company_email"]
others = [d for d in anniversary_persons if d != person]
reminder_text, message = get_work_anniversary_reminder_text_and_message(others)
send_work_anniversary_reminder(person_email, reminder_text, others, message)
def get_work_anniversary_reminder_text_and_message(anniversary_persons):
if len(anniversary_persons) == 1:
anniversary_person = anniversary_persons[0]['name']
persons_name = anniversary_person
# Number of years completed at the company
completed_years = getdate().year - anniversary_persons[0]['date_of_joining'].year
anniversary_person += f" completed {completed_years} years"
else:
person_names_with_years = []
names = []
for person in anniversary_persons:
person_text = person['name']
names.append(person_text)
# Number of years completed at the company
completed_years = getdate().year - person['date_of_joining'].year
person_text += f" completed {completed_years} years"
person_names_with_years.append(person_text)
# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
anniversary_person = comma_sep(person_names_with_years, frappe._("{0} & {1}"), False)
persons_name = comma_sep(names, frappe._("{0} & {1}"), False)
reminder_text = _("Today {0} at our Company! 🎉").format(anniversary_person)
message = _("A friendly reminder of an important date for our team.")
message += "<br>"
message += _("Everyone, let’s congratulate {0} on their work anniversary!").format(persons_name)
return reminder_text, message
def send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message):
frappe.sendmail(
recipients=recipients,
subject=_("Work Anniversary Reminder"),
template="anniversary_reminder",
args=dict(
reminder_text=reminder_text,
anniversary_persons=anniversary_persons,
message=message,
),
header=_("🎊️🎊️ Work Anniversary Reminder 🎊️🎊️")
)

25
erpnext/hr/doctype/employee/test_employee.py
View File

@ -1,7 +1,5 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
import erpnext
@ -12,29 +10,6 @@ from erpnext.hr.doctype.employee.employee import InactiveEmployeeStatusError
test_records = frappe.get_test_records('Employee')
class TestEmployee(unittest.TestCase):
def test_birthday_reminders(self):
employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
employee.company_email = "test@example.com"
employee.company = "_Test Company"
employee.save()
from erpnext.hr.doctype.employee.employee import get_employees_who_are_born_today, send_birthday_reminders
employees_born_today = get_employees_who_are_born_today()
self.assertTrue(employees_born_today.get("_Test Company"))
frappe.db.sql("delete from `tabEmail Queue`")
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.stop_birthday_reminders = 0
hr_settings.save()
send_birthday_reminders()
email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
def test_employee_status_left(self):
employee1 = make_employee("test_employee_1@company.com")
employee2 = make_employee("test_employee_2@company.com")

173
erpnext/hr/doctype/employee/test_employee_reminders.py Normal file
View File

@ -0,0 +1,173 @@
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
import unittest
from frappe.utils import getdate
from datetime import timedelta
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.hr_settings.hr_settings import set_proceed_with_frequency_change
class TestEmployeeReminders(unittest.TestCase):
@classmethod
def setUpClass(cls):
from erpnext.hr.doctype.holiday_list.test_holiday_list import make_holiday_list
# Create a test holiday list
test_holiday_dates = cls.get_test_holiday_dates()
test_holiday_list = make_holiday_list(
'TestHolidayRemindersList',
holiday_dates=[
{'holiday_date': test_holiday_dates[0], 'description': 'test holiday1'},
{'holiday_date': test_holiday_dates[1], 'description': 'test holiday2'},
{'holiday_date': test_holiday_dates[2], 'description': 'test holiday3', 'weekly_off': 1},
{'holiday_date': test_holiday_dates[3], 'description': 'test holiday4'},
{'holiday_date': test_holiday_dates[4], 'description': 'test holiday5'},
{'holiday_date': test_holiday_dates[5], 'description': 'test holiday6'},
],
from_date=getdate()-timedelta(days=10),
to_date=getdate()+timedelta(weeks=5)
)
# Create a test employee
test_employee = frappe.get_doc(
'Employee',
make_employee('test@gopher.io', company="_Test Company")
)
# Attach the holiday list to employee
test_employee.holiday_list = test_holiday_list.name
test_employee.save()
# Attach to class
cls.test_employee = test_employee
cls.test_holiday_dates = test_holiday_dates
@classmethod
def get_test_holiday_dates(cls):
today_date = getdate()
return [
today_date,
today_date-timedelta(days=4),
today_date-timedelta(days=3),
today_date+timedelta(days=1),
today_date+timedelta(days=3),
today_date+timedelta(weeks=3)
]
def setUp(self):
# Clear Email Queue
frappe.db.sql("delete from `tabEmail Queue`")
def test_is_holiday(self):
from erpnext.hr.doctype.employee.employee import is_holiday
self.assertTrue(is_holiday(self.test_employee.name))
self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[1]))
self.assertFalse(is_holiday(self.test_employee.name, date=getdate()-timedelta(days=1)))
# Test weekly_off holidays
self.assertTrue(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2]))
self.assertFalse(is_holiday(self.test_employee.name, date=self.test_holiday_dates[2], only_non_weekly=True))
# Test with descriptions
has_holiday, descriptions = is_holiday(self.test_employee.name, with_description=True)
self.assertTrue(has_holiday)
self.assertTrue('test holiday1' in descriptions)
def test_birthday_reminders(self):
employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
employee.date_of_birth = "1992" + frappe.utils.nowdate()[4:]
employee.company_email = "test@example.com"
employee.company = "_Test Company"
employee.save()
from erpnext.hr.doctype.employee.employee_reminders import get_employees_who_are_born_today, send_birthday_reminders
employees_born_today = get_employees_who_are_born_today()
self.assertTrue(employees_born_today.get("_Test Company"))
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.send_birthday_reminders = 1
hr_settings.save()
send_birthday_reminders()
email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
self.assertTrue("Subject: Birthday Reminder" in email_queue[0].message)
def test_work_anniversary_reminders(self):
employee = frappe.get_doc("Employee", frappe.db.sql_list("select name from tabEmployee limit 1")[0])
employee.date_of_joining = "1998" + frappe.utils.nowdate()[4:]
employee.company_email = "test@example.com"
employee.company = "_Test Company"
employee.save()
from erpnext.hr.doctype.employee.employee_reminders import get_employees_having_an_event_today, send_work_anniversary_reminders
employees_having_work_anniversary = get_employees_having_an_event_today('work_anniversary')
self.assertTrue(employees_having_work_anniversary.get("_Test Company"))
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.send_work_anniversary_reminders = 1
hr_settings.save()
send_work_anniversary_reminders()
email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
self.assertTrue("Subject: Work Anniversary Reminder" in email_queue[0].message)
def test_send_holidays_reminder_in_advance(self):
from erpnext.hr.utils import get_holidays_for_employee
from erpnext.hr.doctype.employee.employee_reminders import send_holidays_reminder_in_advance
# Get HR settings and enable advance holiday reminders
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.send_holiday_reminders = 1
set_proceed_with_frequency_change()
hr_settings.frequency = 'Weekly'
hr_settings.save()
holidays = get_holidays_for_employee(
self.test_employee.get('name'),
getdate(), getdate() + timedelta(days=3),
only_non_weekly=True,
raise_exception=False
)
send_holidays_reminder_in_advance(
self.test_employee.get('name'),
holidays
)
email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
self.assertEqual(len(email_queue), 1)
def test_advance_holiday_reminders_monthly(self):
from erpnext.hr.doctype.employee.employee_reminders import send_reminders_in_advance_monthly
# Get HR settings and enable advance holiday reminders
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.send_holiday_reminders = 1
set_proceed_with_frequency_change()
hr_settings.frequency = 'Monthly'
hr_settings.save()
send_reminders_in_advance_monthly()
email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
self.assertTrue(len(email_queue) > 0)
def test_advance_holiday_reminders_weekly(self):
from erpnext.hr.doctype.employee.employee_reminders import send_reminders_in_advance_weekly
# Get HR settings and enable advance holiday reminders
hr_settings = frappe.get_doc("HR Settings", "HR Settings")
hr_settings.send_holiday_reminders = 1
hr_settings.frequency = 'Weekly'
hr_settings.save()
send_reminders_in_advance_weekly()
email_queue = frappe.db.sql("""select * from `tabEmail Queue`""", as_dict=True)
self.assertTrue(len(email_queue) > 0)

57
erpnext/hr/doctype/hr_settings/hr_settings.json
View File

@ -11,8 +11,14 @@
"emp_created_by",
"column_break_4",
"standard_working_hours",
"stop_birthday_reminders",
"expense_approver_mandatory_in_expense_claim",
"reminders_section",
"send_birthday_reminders",
"column_break_9",
"send_work_anniversary_reminders",
"column_break_11",
"send_holiday_reminders",
"frequency",
"leave_settings",
"send_leave_notification",
"leave_approval_notification_template",
@ -50,13 +56,6 @@
"fieldname": "column_break_4",
"fieldtype": "Column Break"
},
{
"default": "0",
"description": "Don't send employee birthday reminders",
"fieldname": "stop_birthday_reminders",
"fieldtype": "Check",
"label": "Stop Birthday Reminders"
},
{
"default": "1",
"fieldname": "expense_approver_mandatory_in_expense_claim",
@ -142,13 +141,53 @@
"fieldname": "standard_working_hours",
"fieldtype": "Int",
"label": "Standard Working Hours"
},
{
"collapsible": 1,
"fieldname": "reminders_section",
"fieldtype": "Section Break",
"label": "Reminders"
},
{
"default": "1",
"fieldname": "send_holiday_reminders",
"fieldtype": "Check",
"label": "Holidays"
},
{
"default": "1",
"fieldname": "send_work_anniversary_reminders",
"fieldtype": "Check",
"label": "Work Anniversaries "
},
{
"default": "Weekly",
"depends_on": "eval:doc.send_holiday_reminders",
"fieldname": "frequency",
"fieldtype": "Select",
"label": "Set the frequency for holiday reminders",
"options": "Weekly\nMonthly"
},
{
"default": "1",
"fieldname": "send_birthday_reminders",
"fieldtype": "Check",
"label": "Birthdays"
},
{
"fieldname": "column_break_9",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_11",
"fieldtype": "Column Break"
}
],
"icon": "fa fa-cog",
"idx": 1,
"issingle": 1,
"links": [],
"modified": "2021-05-11 10:52:56.192773",
"modified": "2021-08-24 14:54:12.834162",
"modified_by": "Administrator",
"module": "HR",
"name": "HR Settings",

66
erpnext/hr/doctype/hr_settings/hr_settings.py
View File

@ -1,17 +1,79 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
from frappe.utils import format_date
# Wether to proceed with frequency change
PROCEED_WITH_FREQUENCY_CHANGE = False
class HRSettings(Document):
def validate(self):
self.set_naming_series()
# Based on proceed flag
global PROCEED_WITH_FREQUENCY_CHANGE
if not PROCEED_WITH_FREQUENCY_CHANGE:
self.validate_frequency_change()
PROCEED_WITH_FREQUENCY_CHANGE = False
def set_naming_series(self):
from erpnext.setup.doctype.naming_series.naming_series import set_by_naming_series
set_by_naming_series("Employee", "employee_number",
self.get("emp_created_by")=="Naming Series", hide_name_field=True)
def validate_frequency_change(self):
weekly_job, monthly_job = None, None
try:
weekly_job = frappe.get_doc(
'Scheduled Job Type',
'employee_reminders.send_reminders_in_advance_weekly'
)
monthly_job = frappe.get_doc(
'Scheduled Job Type',
'employee_reminders.send_reminders_in_advance_monthly'
)
except frappe.DoesNotExistError:
return
next_weekly_trigger = weekly_job.get_next_execution()
next_monthly_trigger = monthly_job.get_next_execution()
if self.freq_changed_from_monthly_to_weekly():
if next_monthly_trigger < next_weekly_trigger:
self.show_freq_change_warning(next_monthly_trigger, next_weekly_trigger)
elif self.freq_changed_from_weekly_to_monthly():
if next_monthly_trigger > next_weekly_trigger:
self.show_freq_change_warning(next_weekly_trigger, next_monthly_trigger)
def freq_changed_from_weekly_to_monthly(self):
return self.has_value_changed("frequency") and self.frequency == "Monthly"
def freq_changed_from_monthly_to_weekly(self):
return self.has_value_changed("frequency") and self.frequency == "Weekly"
def show_freq_change_warning(self, from_date, to_date):
from_date = frappe.bold(format_date(from_date))
to_date = frappe.bold(format_date(to_date))
frappe.msgprint(
msg=frappe._('Employees will miss holiday reminders from {} until {}. <br> Do you want to proceed with this change?').format(from_date, to_date),
title='Confirm change in Frequency',
primary_action={
'label': frappe._('Yes, Proceed'),
'client_action': 'erpnext.proceed_save_with_reminders_frequency_change'
},
raise_exception=frappe.ValidationError
)
@frappe.whitelist()
def set_proceed_with_frequency_change():
'''Enables proceed with frequency change'''
global PROCEED_WITH_FREQUENCY_CHANGE
PROCEED_WITH_FREQUENCY_CHANGE = True

4
erpnext/hr/doctype/upload_attendance/upload_attendance.py
View File

@ -10,7 +10,7 @@ from frappe import _
from frappe.utils.csvutils import UnicodeWriter
from frappe.model.document import Document
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
from erpnext.hr.utils import get_holidays_for_employee
from erpnext.hr.utils import get_holiday_dates_for_employee
class UploadAttendance(Document):
pass
@ -94,7 +94,7 @@ def get_holidays_for_employees(employees, from_date, to_date):
holidays = {}
for employee in employees:
holiday_list = get_holiday_list_for_employee(employee)
holiday = get_holidays_for_employee(employee, getdate(from_date), getdate(to_date))
holiday = get_holiday_dates_for_employee(employee, getdate(from_date), getdate(to_date))
if holiday_list not in holidays:
holidays[holiday_list] = holiday

47
erpnext/hr/utils.py
View File

@ -335,21 +335,44 @@ def get_sal_slip_total_benefit_given(employee, payroll_period, component=False):
total_given_benefit_amount = sum_of_given_benefit[0].total_amount
return total_given_benefit_amount
def get_holidays_for_employee(employee, start_date, end_date):
holiday_list = get_holiday_list_for_employee(employee)
def get_holiday_dates_for_employee(employee, start_date, end_date):
"""return a list of holiday dates for the given employee between start_date and end_date"""
# return only date
holidays = get_holidays_for_employee(employee, start_date, end_date)
return [cstr(h.holiday_date) for h in holidays]
holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
where
parent=%(holiday_list)s
and holiday_date >= %(start_date)s
and holiday_date <= %(end_date)s''', {
"holiday_list": holiday_list,
"start_date": start_date,
"end_date": end_date
})
holidays = [cstr(i) for i in holidays]
def get_holidays_for_employee(employee, start_date, end_date, raise_exception=True, only_non_weekly=False):
"""Get Holidays for a given employee
`employee` (str)
`start_date` (str or datetime)
`end_date` (str or datetime)
`raise_exception` (bool)
`only_non_weekly` (bool)
return: list of dicts with `holiday_date` and `description`
"""
holiday_list = get_holiday_list_for_employee(employee, raise_exception=raise_exception)
if not holiday_list:
return []
filters = {
'parent': holiday_list,
'holiday_date': ('between', [start_date, end_date])
}
if only_non_weekly:
filters['weekly_off'] = False
holidays = frappe.get_all(
'Holiday',
fields=['description', 'holiday_date'],
filters=filters
)
return holidays
@erpnext.allow_regional

18
erpnext/manufacturing/doctype/bom/bom.py
View File

@ -148,6 +148,7 @@ class BOM(WebsiteGenerator):
self.set_plc_conversion_rate()
self.validate_uom_is_interger()
self.set_bom_material_details()
self.set_bom_scrap_items_detail()
self.validate_materials()
self.set_routing_operations()
self.validate_operations()
@ -200,7 +201,7 @@ class BOM(WebsiteGenerator):
def set_bom_material_details(self):
for item in self.get("items"):
self.validate_bom_currecny(item)
self.validate_bom_currency(item)
ret = self.get_bom_material_detail({
"company": self.company,
@ -219,6 +220,19 @@ class BOM(WebsiteGenerator):
if not item.get(r):
item.set(r, ret[r])
def set_bom_scrap_items_detail(self):
for item in self.get("scrap_items"):
args = {
"item_code": item.item_code,
"company": self.company,
"scrap_items": True,
"bom_no": '',
}
ret = self.get_bom_material_detail(args)
for key, value in ret.items():
if not item.get(key):
item.set(key, value)
@frappe.whitelist()
def get_bom_material_detail(self, args=None):
""" Get raw material details like uom, desc and rate"""
@ -255,7 +269,7 @@ class BOM(WebsiteGenerator):
return ret_item
def validate_bom_currecny(self, item):
def validate_bom_currency(self, item):
if item.get('bom_no') and frappe.db.get_value('BOM', item.get('bom_no'), 'currency') != self.currency:
frappe.throw(_("Row {0}: Currency of the BOM #{1} should be equal to the selected currency {2}")
.format(item.idx, item.bom_no, self.currency))

1
erpnext/patches.txt
View File

@ -275,6 +275,7 @@ erpnext.patches.v13_0.remove_attribute_field_from_item_variant_setting
erpnext.patches.v13_0.germany_make_custom_fields
erpnext.patches.v13_0.germany_fill_debtor_creditor_number
erpnext.patches.v13_0.set_pos_closing_as_failed
erpnext.patches.v13_0.rename_stop_to_send_birthday_reminders
execute:frappe.rename_doc("Workspace", "Loan Management", "Loans", force=True)
erpnext.patches.v13_0.update_timesheet_changes
erpnext.patches.v13_0.add_doctype_to_sla #14-06-2021

23
erpnext/patches/v13_0/rename_stop_to_send_birthday_reminders.py Normal file
View File

@ -0,0 +1,23 @@
import frappe
from frappe.model.utils.rename_field import rename_field
def execute():
frappe.reload_doc('hr', 'doctype', 'hr_settings')
try:
# Rename the field
rename_field('HR Settings', 'stop_birthday_reminders', 'send_birthday_reminders')
# Reverse the value
old_value = frappe.db.get_single_value('HR Settings', 'send_birthday_reminders')
frappe.db.set_value(
'HR Settings',
'HR Settings',
'send_birthday_reminders',
1 if old_value == 0 else 0
)
except Exception as e:
if e.args[0] != 1054:
raise

4
erpnext/payroll/doctype/employee_benefit_application/employee_benefit_application.py
View File

@ -9,7 +9,7 @@ from frappe.utils import date_diff, getdate, rounded, add_days, cstr, cint, flt
from frappe.model.document import Document
from erpnext.payroll.doctype.payroll_period.payroll_period import get_payroll_period_days, get_period_factor
from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_assigned_salary_structure
from erpnext.hr.utils import get_sal_slip_total_benefit_given, get_holidays_for_employee, get_previous_claimed_amount, validate_active_employee
from erpnext.hr.utils import get_sal_slip_total_benefit_given, get_holiday_dates_for_employee, get_previous_claimed_amount, validate_active_employee
class EmployeeBenefitApplication(Document):
def validate(self):
@ -139,7 +139,7 @@ def get_max_benefits_remaining(employee, on_date, payroll_period):
# Then the sum multiply with the no of lwp in that period
# Include that amount to the prev_sal_slip_flexi_total to get the actual
if have_depends_on_payment_days and per_day_amount_total > 0:
holidays = get_holidays_for_employee(employee, payroll_period_obj.start_date, on_date)
holidays = get_holiday_dates_for_employee(employee, payroll_period_obj.start_date, on_date)
working_days = date_diff(on_date, payroll_period_obj.start_date) + 1
leave_days = calculate_lwp(employee, payroll_period_obj.start_date, holidays, working_days)
leave_days_amount = leave_days * per_day_amount_total

4
erpnext/payroll/doctype/payroll_period/payroll_period.py
View File

@ -7,7 +7,7 @@ import frappe
from frappe import _
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
from erpnext.hr.utils import get_holiday_dates_for_employee
class PayrollPeriod(Document):
def validate(self):
@ -65,7 +65,7 @@ def get_payroll_period_days(start_date, end_date, employee, company=None):
actual_no_of_days = date_diff(getdate(payroll_period[0][2]), getdate(payroll_period[0][1])) + 1
working_days = actual_no_of_days
if not cint(frappe.db.get_value("Payroll Settings", None, "include_holidays_in_total_working_days")):
holidays = get_holidays_for_employee(employee, getdate(payroll_period[0][1]), getdate(payroll_period[0][2]))
holidays = get_holiday_dates_for_employee(employee, getdate(payroll_period[0][1]), getdate(payroll_period[0][2]))
working_days -= len(holidays)
return payroll_period[0][0], working_days, actual_no_of_days
return False, False, False

16
erpnext/payroll/doctype/salary_slip/salary_slip.py
View File

@ -11,6 +11,7 @@ from frappe.model.naming import make_autoname
from frappe import msgprint, _
from erpnext.payroll.doctype.payroll_entry.payroll_entry import get_start_end_dates
from erpnext.hr.doctype.employee.employee import get_holiday_list_for_employee
from erpnext.hr.utils import get_holiday_dates_for_employee
from erpnext.utilities.transaction_base import TransactionBase
from frappe.utils.background_jobs import enqueue
from erpnext.payroll.doctype.additional_salary.additional_salary import get_additional_salaries
@ -337,20 +338,7 @@ class SalarySlip(TransactionBase):
return payment_days
def get_holidays_for_employee(self, start_date, end_date):
holiday_list = get_holiday_list_for_employee(self.employee)
holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
where
parent=%(holiday_list)s
and holiday_date >= %(start_date)s
and holiday_date <= %(end_date)s''', {
"holiday_list": holiday_list,
"start_date": start_date,
"end_date": end_date
})
holidays = [cstr(i) for i in holidays]
return holidays
return get_holiday_dates_for_employee(self.employee, start_date, end_date)
def calculate_lwp_or_ppl_based_on_leave_application(self, holidays, working_days):
lwp = 0

11
erpnext/public/js/utils.js
View File

@ -82,6 +82,17 @@ $.extend(erpnext, {
});
frappe.set_route('Form','Journal Entry', journal_entry.name);
});
},
proceed_save_with_reminders_frequency_change: () => {
frappe.ui.hide_open_dialog();
frappe.call({
method: 'erpnext.hr.doctype.hr_settings.hr_settings.set_proceed_with_frequency_change',
callback: () => {
cur_frm.save();
}
});
}
});

4
erpnext/regional/report/gstr_1/gstr_1.py
View File

@ -588,7 +588,7 @@ def get_json(filters, report_name, data):
fp = "%02d%s" % (getdate(filters["to_date"]).month, getdate(filters["to_date"]).year)
gst_json = {"version": "GST2.2.9",
gst_json = {"version": "GST3.0.4",
"hash": "hash", "gstin": gstin, "fp": fp}
res = {}
@ -765,7 +765,7 @@ def get_cdnr_reg_json(res, gstin):
"ntty": invoice[0]["document_type"],
"pos": "%02d" % int(invoice[0]["place_of_supply"].split('-')[0]),
"rchrg": invoice[0]["reverse_charge"],
"inv_type": get_invoice_type_for_cdnr(invoice[0])
"inv_typ": get_invoice_type_for_cdnr(invoice[0])
}
inv_item["itms"] = []

11
erpnext/selling/doctype/customer/customer.json
View File

@ -20,6 +20,7 @@
"tax_withholding_category",
"default_bank_account",
"lead_name",
"opportunity_name",
"image",
"column_break0",
"account_manager",
@ -493,6 +494,14 @@
"fieldtype": "Link",
"label": "Tax Withholding Category",
"options": "Tax Withholding Category"
},
{
"fieldname": "opportunity_name",
"fieldtype": "Link",
"label": "From Opportunity",
"no_copy": 1,
"options": "Opportunity",
"print_hide": 1
}
],
"icon": "fa fa-user",
@ -500,7 +509,7 @@
"image_field": "image",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2021-01-28 12:54:57.258959",
"modified": "2021-08-25 18:56:09.929905",
"modified_by": "Administrator",
"module": "Selling",
"name": "Customer",

2
erpnext/setup/doctype/company/company.py
View File

@ -423,11 +423,11 @@ def replace_abbr(company, old, new):
_rename_record(d)
try:
frappe.db.auto_commit_on_many_writes = 1
frappe.db.set_value("Company", company, "abbr", new)
for dt in ["Warehouse", "Account", "Cost Center", "Department",
"Sales Taxes and Charges Template", "Purchase Taxes and Charges Template"]:
_rename_records(dt)
frappe.db.commit()
frappe.db.set_value("Company", company, "abbr", new)
except Exception:
frappe.log_error(title=_('Abbreviation Rename Error'))

20
erpnext/stock/doctype/delivery_note/delivery_note.js
View File

@ -356,3 +356,23 @@ erpnext.stock.delivery_note.set_print_hide = function(doc, cdt, cdn){
dn_fields['taxes'].print_hide = 0;
}
}
frappe.tour['Delivery Note'] = [
{
fieldname: "customer",
title: __("Customer"),
description: __("This field is used to set the 'Customer'.")
},
{
fieldname: "items",
title: __("Items"),
description: __("This table is used to set details about the 'Item', 'Qty', 'Basic Rate', etc.") + " " +
__("Different 'Source Warehouse' and 'Target Warehouse' can be set for each row.")
},
{
fieldname: "set_posting_time",
title: __("Edit Posting Date and Time"),
description: __("This option can be checked to edit the 'Posting Date' and 'Posting Time' fields.")
}
]

2
erpnext/stock/doctype/item/item.js
View File

@ -792,4 +792,4 @@ frappe.ui.form.on("UOM Conversion Detail", {
});
}
}
})
});

1
erpnext/stock/doctype/stock_entry/stock_entry.js
View File

@ -1101,3 +1101,4 @@ function check_should_not_attach_bom_items(bom_no) {
}
$.extend(cur_frm.cscript, new erpnext.stock.StockEntry({frm: cur_frm}));

1
erpnext/stock/doctype/stock_reconciliation/stock_reconciliation.js
View File

@ -302,3 +302,4 @@ erpnext.stock.StockReconciliation = class StockReconciliation extends erpnext.st
};
cur_frm.cscript = new erpnext.stock.StockReconciliation({frm: cur_frm});

33
erpnext/stock/doctype/stock_settings/stock_settings.js
View File

@ -16,36 +16,3 @@ frappe.ui.form.on('Stock Settings', {
}
});
frappe.tour['Stock Settings'] = [
{
fieldname: "item_naming_by",
title: __("Item Naming By"),
description: __("By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series' target='_blank'>Naming Series</a>" + __(" choose the 'Naming Series' option."),
},
{
fieldname: "default_warehouse",
title: __("Default Warehouse"),
description: __("Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master.")
},
{
fieldname: "allow_negative_stock",
title: __("Allow Negative Stock"),
description: __("This will allow stock items to be displayed in negative values. Using this option depends on your use case. With this option unchecked, the system warns before obstructing a transaction that is causing negative stock.")
},
{
fieldname: "valuation_method",
title: __("Valuation Method"),
description: __("Choose between FIFO and Moving Average Valuation Methods. Click ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average' target='_blank'>here</a>" + __(" to know more about them.")
},
{
fieldname: "show_barcode_field",
title: __("Show Barcode Field"),
description: __("Show 'Scan Barcode' field above every child table to insert Items with ease.")
},
{
fieldname: "automatically_set_serial_nos_based_on_fifo",
title: __("Automatically Set Serial Nos based on FIFO"),
description: __("Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.")
}
];

1
erpnext/stock/doctype/warehouse/warehouse.js
View File

@ -86,3 +86,4 @@ function convert_to_group_or_ledger(frm){
})
}

56
erpnext/stock/form_tour/stock_entry/stock_entry.json Normal file
View File

@ -0,0 +1,56 @@
{
"creation": "2021-08-24 14:44:22.292652",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-25 16:31:31.441194",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Entry",
"owner": "Administrator",
"reference_doctype": "Stock Entry",
"save_on_complete": 1,
"steps": [
{
"description": "Select the type of Stock Entry to be made. For now, to receive stock into a warehouses select <a href=\"https://docs.erpnext.com/docs/v13/user/manual/en/stock/articles/stock-entry-purpose#2purpose-material-receipt\" target=\"_blank\">Material Receipt.</a>",
"field": "",
"fieldname": "stock_entry_type",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Stock Entry Type",
"next_step_condition": "eval: doc.stock_entry_type === \"Material Receipt\"",
"parent_field": "",
"position": "Top",
"title": "Stock Entry Type"
},
{
"description": "Select a target warehouse where the stock will be received.",
"field": "",
"fieldname": "to_warehouse",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Default Target Warehouse",
"next_step_condition": "eval: doc.to_warehouse",
"parent_field": "",
"position": "Top",
"title": "Default Target Warehouse"
},
{
"description": "Select an item and entry quantity to be delivered.",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Items",
"next_step_condition": "eval: doc.items[0]?.item_code",
"parent_field": "",
"position": "Top",
"title": "Items"
}
],
"title": "Stock Entry"
}

55
erpnext/stock/form_tour/stock_reconciliation/stock_reconciliation.json Normal file
View File

@ -0,0 +1,55 @@
{
"creation": "2021-08-24 14:44:46.770952",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-25 16:26:11.718664",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Reconciliation",
"owner": "Administrator",
"reference_doctype": "Stock Reconciliation",
"save_on_complete": 1,
"steps": [
{
"description": "Set Purpose to Opening Stock to set the stock opening balance.",
"field": "",
"fieldname": "purpose",
"fieldtype": "Select",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Purpose",
"next_step_condition": "eval: doc.purpose === \"Opening Stock\"",
"parent_field": "",
"position": "Top",
"title": "Purpose"
},
{
"description": "Select the items for which the opening stock has to be set.",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Items",
"next_step_condition": "eval: doc.items[0]?.item_code",
"parent_field": "",
"position": "Top",
"title": "Items"
},
{
"description": "Edit the Posting Date by clicking on the Edit Posting Date and Time checkbox below.",
"field": "",
"fieldname": "posting_date",
"fieldtype": "Date",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Posting Date",
"parent_field": "",
"position": "Bottom",
"title": "Posting Date"
}
],
"title": "Stock Reconciliation"
}

89
erpnext/stock/form_tour/stock_settings/stock_settings.json Normal file
View File

@ -0,0 +1,89 @@
{
"creation": "2021-08-20 15:20:59.336585",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-25 16:19:37.699528",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock Settings",
"owner": "Administrator",
"reference_doctype": "Stock Settings",
"save_on_complete": 1,
"steps": [
{
"description": "By default, the Item Name is set as per the Item Code entered. If you want Items to be named by a Naming Series choose the 'Naming Series' option.",
"field": "",
"fieldname": "item_naming_by",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Item Naming By",
"parent_field": "",
"position": "Bottom",
"title": "Item Naming By"
},
{
"description": "Set a Default Warehouse for Inventory Transactions. This will be fetched into the Default Warehouse in the Item master.",
"field": "",
"fieldname": "default_warehouse",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Default Warehouse",
"parent_field": "",
"position": "Bottom",
"title": "Default Warehouse"
},
{
"description": "Quality inspection is performed on the inward and outward movement of goods. Receipt and delivery transactions will be stopped or the user will be warned if the quality inspection is not performed.",
"field": "",
"fieldname": "action_if_quality_inspection_is_not_submitted",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Action If Quality Inspection Is Not Submitted",
"parent_field": "",
"position": "Bottom",
"title": "Action if Quality Inspection Is Not Submitted"
},
{
"description": "Serial numbers for stock will be set automatically based on the Items entered based on first in first out in transactions like Purchase/Sales Invoices, Delivery Notes, etc.",
"field": "",
"fieldname": "automatically_set_serial_nos_based_on_fifo",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Automatically Set Serial Nos Based on FIFO",
"parent_field": "",
"position": "Bottom",
"title": "Automatically Set Serial Nos based on FIFO"
},
{
"description": "Show 'Scan Barcode' field above every child table to insert Items with ease.",
"field": "",
"fieldname": "show_barcode_field",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Show Barcode Field in Stock Transactions",
"parent_field": "",
"position": "Bottom",
"title": "Show Barcode Field"
},
{
"description": "Choose between FIFO and Moving Average Valuation Methods. Click <a href=\"https://docs.erpnext.com/docs/user/manual/en/stock/articles/item-valuation-fifo-and-moving-average\" target=\"_blank\">here</a> to know more about them.",
"field": "",
"fieldname": "valuation_method",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Default Valuation Method",
"parent_field": "",
"position": "Bottom",
"title": "Default Valuation Method"
}
],
"title": "Stock Settings"
}

54
erpnext/stock/form_tour/warehouse/warehouse.json Normal file
View File

@ -0,0 +1,54 @@
{
"creation": "2021-08-24 14:43:44.465237",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-24 14:50:31.988256",
"modified_by": "Administrator",
"module": "Stock",
"name": "Warehouse",
"owner": "Administrator",
"reference_doctype": "Warehouse",
"save_on_complete": 1,
"steps": [
{
"description": "Select a name for the warehouse. This should reflect its location or purpose.",
"field": "",
"fieldname": "warehouse_name",
"fieldtype": "Data",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Warehouse Name",
"next_step_condition": "eval: doc.warehouse_name",
"parent_field": "",
"position": "Bottom",
"title": "Warehouse Name"
},
{
"description": "Select a warehouse type to categorize the warehouse into a sub-group.",
"field": "",
"fieldname": "warehouse_type",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Warehouse Type",
"parent_field": "",
"position": "Top",
"title": "Warehouse Type"
},
{
"description": "Select an account to set a default account for all transactions with this warehouse.",
"field": "",
"fieldname": "account",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Account",
"parent_field": "",
"position": "Top",
"title": "Account"
}
],
"title": "Warehouse"
}

16
erpnext/stock/module_onboarding/stock/stock.json
View File

@ -19,32 +19,26 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/stock",
"idx": 0,
"is_complete": 0,
"modified": "2020-10-14 14:54:42.741971",
"modified": "2021-08-20 14:38:55.570067",
"modified_by": "Administrator",
"module": "Stock",
"name": "Stock",
"owner": "Administrator",
"steps": [
{
"step": "Setup your Warehouse"
"step": "Stock Settings"
},
{
"step": "Create a Product"
},
{
"step": "Create a Supplier"
},
{
"step": "Introduction to Stock Entry"
"step": "Create a Warehouse"
},
{
"step": "Create a Stock Entry"
},
{
"step": "Create a Purchase Receipt"
"step": "Stock Opening Balance"
},
{
"step": "Stock Settings"
"step": "View Stock Projected Qty"
}
],
"subtitle": "Inventory, Warehouses, Analysis, and more.",

19
erpnext/stock/onboarding_step/create_a_purchase_receipt/create_a_purchase_receipt.json
View File

@ -1,19 +0,0 @@
{
"action": "Create Entry",
"creation": "2020-05-19 18:59:13.266713",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-14 14:53:25.618434",
"modified_by": "Administrator",
"name": "Create a Purchase Receipt",
"owner": "Administrator",
"reference_document": "Purchase Receipt",
"show_full_form": 1,
"title": "Create a Purchase Receipt",
"validate_action": 1
}

8
erpnext/stock/onboarding_step/create_a_stock_entry/create_a_stock_entry.json
View File

@ -1,19 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create a Material Transfer Entry",
"creation": "2020-05-15 03:20:16.277043",
"description": "# Manage Stock Movements\nStock entry allows you to register the movement of stock for various purposes like transfer, received, issues, repacked, etc. To address issues related to theft and pilferages, you can always ensure that the movement of goods happens against a document reference Stock Entry in ERPNext.\n\nLet\u2019s get a quick walk-through on the various scenarios covered in Stock Entry by watching [*this video*](https://www.youtube.com/watch?v=Njt107hlY3I).",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-14 14:53:00.105905",
"modified": "2021-06-18 13:57:11.434063",
"modified_by": "Administrator",
"name": "Create a Stock Entry",
"owner": "Administrator",
"reference_document": "Stock Entry",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create a Stock Entry",
"title": "Manage Stock Movements",
"validate_action": 1
}

7
erpnext/stock/onboarding_step/create_a_supplier/create_a_supplier.json
View File

@ -1,18 +1,19 @@
{
"action": "Create Entry",
"action": "Show Form Tour",
"creation": "2020-05-14 22:09:10.043554",
"description": "# Create a Supplier\nIn this step we will create a **Supplier**. If you have already created a **Supplier** you can skip this step.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-14 14:53:00.120455",
"modified": "2021-05-17 16:37:37.697077",
"modified_by": "Administrator",
"name": "Create a Supplier",
"owner": "Administrator",
"reference_document": "Supplier",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Supplier",
"validate_action": 1

21
erpnext/stock/onboarding_step/create_a_warehouse/create_a_warehouse.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Let\u2019s create your first warehouse ",
"creation": "2021-05-17 16:13:19.297789",
"description": "# Setup a Warehouse\nThe warehouse can be your location/godown/store where you maintain the item's inventory, and receive/deliver them to various parties.\n\nIn ERPNext, you can maintain a Warehouse in the tree structure, so that location and sub-location of an item can be tracked. Also, you can link a Warehouse to a specific Accounting ledger, where the real-time stock value of that warehouse\u2019s item will be reflected.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-18 12:23:36.675572",
"modified_by": "Administrator",
"name": "Create a Warehouse",
"owner": "Administrator",
"reference_document": "Warehouse",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Setup a Warehouse",
"validate_action": 1
}

22
erpnext/stock/onboarding_step/create_an_item/create_an_item.json Normal file
View File

@ -0,0 +1,22 @@
{
"action": "Create Entry",
"action_label": "",
"creation": "2021-05-17 13:47:18.515052",
"description": "# Create an Item\nThe Stock module deals with the movement of items.\n\nIn this step we will create an [**Item**](https://docs.erpnext.com/docs/user/manual/en/stock/item).",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"intro_video_url": "",
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-05-18 16:15:20.695028",
"modified_by": "Administrator",
"name": "Create an Item",
"owner": "Administrator",
"reference_document": "Item",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create an Item",
"validate_action": 1
}

5
erpnext/stock/onboarding_step/introduction_to_stock_entry/introduction_to_stock_entry.json
View File

@ -1,17 +1,18 @@
{
"action": "Watch Video",
"creation": "2020-05-15 02:47:17.958806",
"description": "# Introduction to Stock Entry\nThis video will give a quick introduction to [**Stock Entry**](https://docs.erpnext.com/docs/user/manual/en/stock/stock-entry).",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-14 14:53:00.075177",
"modified": "2021-05-18 15:13:43.306064",
"modified_by": "Administrator",
"name": "Introduction to Stock Entry",
"owner": "Administrator",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Introduction to Stock Entry",
"validate_action": 1,

4
erpnext/stock/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
View File

@ -5,15 +5,15 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-14 14:53:25.538900",
"modified": "2021-05-17 13:53:06.936579",
"modified_by": "Administrator",
"name": "Setup your Warehouse",
"owner": "Administrator",
"path": "Tree/Warehouse",
"reference_document": "Warehouse",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Set up your Warehouse",
"validate_action": 1

22
erpnext/stock/onboarding_step/stock_opening_balance/stock_opening_balance.json Normal file
View File

@ -0,0 +1,22 @@
{
"action": "Create Entry",
"action_label": "Let\u2019s create a stock opening entry",
"creation": "2021-05-17 16:13:47.511883",
"description": "# Update Stock Opening Balance\nIt\u2019s an entry to update the stock balance of an item, in a warehouse, on a date and time you are going live on ERPNext.\n\nOnce opening stocks are updated, you can create transactions like manufacturing and stock deliveries, where this opening stock will be consumed.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-06-18 13:59:36.021097",
"modified_by": "Administrator",
"name": "Stock Opening Balance",
"owner": "Administrator",
"reference_document": "Stock Reconciliation",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Update Stock Opening Balance",
"validate_action": 1,
"video_url": "https://www.youtube.com/watch?v=nlHX0ZZ84Lw"
}

8
erpnext/stock/onboarding_step/stock_settings/stock_settings.json
View File

@ -1,19 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Take a walk through Stock Settings",
"creation": "2020-05-15 02:53:57.209967",
"description": "# Review Stock Settings\n\nIn ERPNext, the Stock module\u2019s features are configurable as per your business needs. Stock Settings is the place where you can set your preferences for:\n- Default values for Item and Pricing\n- Default valuation method for inventory valuation\n- Set preference for serialization and batching of item\n- Set tolerance for over-receipt and delivery of items",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2020-10-14 14:53:00.092504",
"modified": "2021-08-18 12:06:51.139387",
"modified_by": "Administrator",
"name": "Stock Settings",
"owner": "Administrator",
"reference_document": "Stock Settings",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Explore Stock Settings",
"title": "Review Stock Settings",
"validate_action": 1
}

24
erpnext/stock/onboarding_step/view_stock_projected_qty/view_stock_projected_qty.json Normal file
View File

@ -0,0 +1,24 @@
{
"action": "View Report",
"action_label": "Check Stock Projected Qty",
"creation": "2021-08-20 14:38:41.649103",
"description": "# Check Stock Reports\nBased on the various stock transactions, you can get a host of one-click Stock Reports in ERPNext like Stock Ledger, Stock Balance, Projected Quantity, and Ageing analysis.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-20 14:38:41.649103",
"modified_by": "Administrator",
"name": "View Stock Projected Qty",
"owner": "Administrator",
"reference_report": "Stock Projected Qty",
"report_description": "You can set the filters to narrow the results, then click on Generate New Report to see the updated report.",
"report_reference_doctype": "Item",
"report_type": "Script Report",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Check Stock Projected Qty",
"validate_action": 1
}

20
erpnext/stock/onboarding_step/view_warehouses/view_warehouses.json Normal file
View File

@ -0,0 +1,20 @@
{
"action": "Go to Page",
"creation": "2021-05-17 16:12:43.427579",
"description": "# View Warehouse\nIn ERPNext the term 'warehouse' can be thought of as a storage location.\n\nWarehouses are arranged in ERPNext in a tree like structure, where multiple sub-warehouses can be grouped under a single warehouse.\n\nIn this step we will view the [**Warehouse Tree**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse#21-tree-view) to view the [**Warehouses**](https://docs.erpnext.com/docs/user/manual/en/stock/warehouse) that are set by default.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-05-18 15:04:41.198413",
"modified_by": "Administrator",
"name": "View Warehouses",
"owner": "Administrator",
"path": "Tree/Warehouse",
"show_form_tour": 0,
"show_full_form": 0,
"title": "View Warehouses",
"validate_action": 1
}

25
erpnext/templates/emails/anniversary_reminder.html Normal file
View File

@ -0,0 +1,25 @@
<div class="gray-container text-center">
<div>
{% for person in anniversary_persons %}
{% if person.image %}
<img
class="avatar-frame standard-image"
src="{{ person.image }}"
style="{{ css_style or '' }}"
title="{{ person.name }}">
</span>
{% else %}
<span
class="avatar-frame standard-image"
style="{{ css_style or '' }}"
title="{{ person.name }}">
{{ frappe.utils.get_abbr(person.name) }}
</span>
{% endif %}
{% endfor %}
</div>
<div style="margin-top: 15px">
<span>{{ reminder_text }}</span>
<p class="text-muted">{{ message }}</p>
</div>
</div>

16
erpnext/templates/emails/holiday_reminder.html Normal file
View File

@ -0,0 +1,16 @@
<div>
<span>{{ reminder_text }}</span>
<p class="text-muted">{{ message }}</p>
</div>
{% if advance_holiday_reminder %}
{% if holidays | len > 0 %}
<ol>
{% for holiday in holidays %}
<li>{{ frappe.format(holiday.holiday_date, 'Date') }} - {{ holiday.description }}</li>
{% endfor %}
</ol>
{% else %}
<p>You don't have no upcoming holidays this {{ frequency }}.</p>
{% endif %}
{% endif %}

2
erpnext/templates/includes/rfq/rfq_items.html
View File

@ -1,4 +1,4 @@
{% from "erpnext/templates/includes/rfq/rfq_macros.html" import item_name_and_description %}
{% from "templates/includes/rfq/rfq_macros.html" import item_name_and_description %}
{% for d in doc.items %}
<div class="rfq-item">

4
erpnext/templates/pages/rfq.html
View File

@ -86,7 +86,7 @@
<span class="small gray">{{d.transaction_date}}</span>
</div>
</div>
<a class="transaction-item-link" href="/quotations/{{d.name}}">Link</a>
<a class="transaction-item-link" href="/supplier-quotations/{{d.name}}">Link</a>
</div>
{% endfor %}
</div>
@ -95,6 +95,4 @@
</div>
</div>
</div>
{% endblock %}