fixup! feat(payment): add advance payment status to advance payment doctypes to better track advance payments

This commit is contained in:
David Arnold 2023-10-14 16:34:18 +02:00
parent e97af14ff4
commit 8b21ca2db9
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GPG Key ID: AB15A6AF1101390D
8 changed files with 59 additions and 10 deletions

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@ -119,12 +119,16 @@ class PaymentRequest(Document):
self.reference_doctype in ["Sales Order"] and ref_doc.advance_payment_status == "Not Requested"
):
ref_doc.db_set("advance_payment_status", "Requested")
ref_doc.set_status(update=True)
ref_doc.notify_update()
if (
self.reference_doctype in ["Purchase Order"]
and ref_doc.advance_payment_status == "Not Initiated"
):
ref_doc.db_set("advance_payment_status", "Initiated")
ref_doc.set_status(update=True)
ref_doc.notify_update()
def request_phone_payment(self):
controller = _get_payment_gateway_controller(self.payment_gateway)
@ -164,6 +168,39 @@ class PaymentRequest(Document):
self.check_if_payment_entry_exists()
self.set_as_cancelled()
if self.reference_doctype in ["Sales Order", "Purchase Order"]:
ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name)
if self.reference_doctype in ["Sales Order"] and ref_doc.advance_payment_status == "Requested":
peer_pr = frappe.db.count(
"Payment Request",
{
"reference_doctype": self.reference_doctype,
"reference_name": self.reference_name,
"docstatus": 1,
},
)
if not peer_pr:
ref_doc.db_set("advance_payment_status", "Not Requested")
ref_doc.set_status(update=True)
ref_doc.notify_update()
if (
self.reference_doctype in ["Purchase Order"] and ref_doc.advance_payment_status == "Initiated"
):
peer_pr = frappe.db.count(
"Payment Request",
{
"reference_doctype": self.reference_doctype,
"reference_name": self.reference_name,
"docstatus": 1,
},
)
if not peer_pr:
ref_doc.db_set("advance_payment_status", "Not Initiated")
ref_doc.set_status(update=True)
ref_doc.notify_update()
def make_invoice(self):
ref_doc = frappe.get_doc(self.reference_doctype, self.reference_name)
if hasattr(ref_doc, "order_type") and getattr(ref_doc, "order_type") == "Shopping Cart":

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@ -1,6 +1,6 @@
frappe.listview_settings['Purchase Order'] = {
add_fields: ["base_grand_total", "company", "currency", "supplier",
"supplier_name", "per_received", "per_billed", "status"],
"supplier_name", "per_received", "per_billed", "status", "advance_payment_status"],
get_indicator: function (doc) {
if (doc.status === "Closed") {
return [__("Closed"), "green", "status,=,Closed"];
@ -8,6 +8,8 @@ frappe.listview_settings['Purchase Order'] = {
return [__("On Hold"), "orange", "status,=,On Hold"];
} else if (doc.status === "Delivered") {
return [__("Delivered"), "green", "status,=,Closed"];
} else if (doc.advance_payment_status == "Initiated") {
return [__("To Pay"), "gray", "advance_payment_status,=,Initiated"];
} else if (flt(doc.per_received, 2) < 100 && doc.status !== "Closed") {
if (flt(doc.per_billed, 2) < 100) {
return [__("To Receive and Bill"), "orange",

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@ -54,7 +54,7 @@ frappe.query_reports["Purchase Order Analysis"] = {
"fieldtype": "MultiSelectList",
"width": "80",
get_data: function(txt) {
let status = ["To Bill", "To Receive", "To Receive and Bill", "Completed"]
let status = ["To Pay", "To Bill", "To Receive", "To Receive and Bill", "Completed"]
let options = []
for (let option of status){
options.push({

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@ -53,6 +53,10 @@ status_map = {
"To Deliver",
"eval:self.per_delivered < 100 and self.per_billed == 100 and self.docstatus == 1 and not self.skip_delivery_note",
],
[
"To Pay",
"eval:self.advance_payment_status == 'Requested' and self.docstatus == 1",
],
[
"Completed",
"eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed == 100 and self.docstatus == 1",
@ -63,15 +67,19 @@ status_map = {
],
"Purchase Order": [
["Draft", None],
[
"To Receive and Bill",
"eval:self.per_received < 100 and self.per_billed < 100 and self.docstatus == 1",
],
["To Bill", "eval:self.per_received >= 100 and self.per_billed < 100 and self.docstatus == 1"],
[
"To Receive",
"eval:self.per_received < 100 and self.per_billed == 100 and self.docstatus == 1",
],
[
"To Receive and Bill",
"eval:self.per_received < 100 and self.per_billed < 100 and self.docstatus == 1",
],
[
"To Pay",
"eval:self.advance_payment_status == 'Initiated' and self.docstatus == 1",
],
[
"Completed",
"eval:self.per_received >= 100 and self.per_billed == 100 and self.docstatus == 1",

View File

@ -1270,7 +1270,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nDraft\nOn Hold\nTo Deliver and Bill\nTo Bill\nTo Deliver\nCompleted\nCancelled\nClosed",
"options": "\nDraft\nOn Hold\nTo Pay\nTo Deliver and Bill\nTo Bill\nTo Deliver\nCompleted\nCancelled\nClosed",
"print_hide": 1,
"read_only": 1,
"reqd": 1,

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@ -1,6 +1,6 @@
frappe.listview_settings['Sales Order'] = {
add_fields: ["base_grand_total", "customer_name", "currency", "delivery_date",
"per_delivered", "per_billed", "status", "order_type", "name", "skip_delivery_note"],
"per_delivered", "per_billed", "status", "advance_payment_status", "order_type", "name", "skip_delivery_note"],
get_indicator: function (doc) {
if (doc.status === "Closed") {
// Closed
@ -10,6 +10,8 @@ frappe.listview_settings['Sales Order'] = {
return [__("On Hold"), "orange", "status,=,On Hold"];
} else if (doc.status === "Completed") {
return [__("Completed"), "green", "status,=,Completed"];
} else if (doc.advance_payment_status === "Requested") {
return [__("To Pay"), "gray", "advance_payment_status,=,Requested"];
} else if (!doc.skip_delivery_note && flt(doc.per_delivered, 2) < 100) {
if (frappe.datetime.get_diff(doc.delivery_date) < 0) {
// not delivered & overdue

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@ -209,7 +209,7 @@ def get_so_with_invoices(filters):
)
.where(
(so.docstatus == 1)
& (so.status.isin(["To Deliver and Bill", "To Bill"]))
& (so.status.isin(["To Deliver and Bill", "To Bill", "To Pay"]))
& (so.payment_terms_template != "NULL")
& (so.company == conditions.company)
& (so.transaction_date[conditions.start_date : conditions.end_date])

View File

@ -56,7 +56,7 @@ frappe.query_reports["Sales Order Analysis"] = {
"fieldtype": "MultiSelectList",
"width": "80",
get_data: function(txt) {
let status = ["To Bill", "To Deliver", "To Deliver and Bill", "Completed"]
let status = ["To Pay", "To Bill", "To Deliver", "To Deliver and Bill", "Completed"]
let options = []
for (let option of status){
options.push({