fixes in leave application and expense claim
This commit is contained in:
Anand Doshi
parent
571377a313
commit
8b9507f461
@ -52,13 +52,14 @@ cur_frm.cscript.refresh = function(doc,cdt,cdn){
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if(doc.__islocal && !in_list(user_roles, "HR User")) {
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cur_frm.set_intro("Fill the form and save it")
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} else {
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if(doc.approval_status=="Draft") {
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if(doc.docstatus==0 && doc.approval_status=="Draft") {
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if(user==doc.exp_approver) {
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cur_frm.set_intro("You are the Expense Approver for this record. Please Update the 'Status' and Save");
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cur_frm.toggle_enable("approval_status", true);
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} else {
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cur_frm.set_intro("Expense Claim is pending approval. Only the Expense Approver can update status.");
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cur_frm.toggle_enable("approval_status", false);
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if(!doc.__islocal) cur_frm.frm_head.appframe.buttons.Submit.toggle(false);
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}
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} else {
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if(doc.approval_status=="Approved") {
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@ -98,6 +99,9 @@ cur_frm.cscript.calculate_total_amount = function(doc,cdt,cdn){
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}
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cur_frm.cscript.claim_amount = function(doc,cdt,cdn){
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cur_frm.cscript.calculate_total(doc,cdt,cdn);
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var child = locals[cdt][cdn];
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refresh_field("sanctioned_amount", child.name, child.parentfield);
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}
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cur_frm.cscript.sanctioned_amount = function(doc,cdt,cdn){
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cur_frm.cscript.calculate_total(doc,cdt,cdn);
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@ -4,7 +4,7 @@
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"docstatus": 0,
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"creation": "2012-12-05 16:53:59",
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"modified_by": "Administrator",
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"modified": "2012-12-06 17:34:37"
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"modified": "2012-12-07 13:25:44"
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},
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{
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"is_submittable": 1,
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@ -34,14 +34,6 @@
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"name": "Expense Claim",
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"doctype": "DocType"
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},
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{
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"oldfieldtype": "Section Break",
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"doctype": "DocField",
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"label": "Details",
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"fieldname": "details",
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"fieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"permlevel": 0,
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"no_copy": 1,
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@ -67,17 +59,6 @@
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"fieldtype": "Select",
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"permlevel": 0
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},
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{
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"oldfieldtype": "Date",
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"doctype": "DocField",
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"label": "Posting Date",
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"oldfieldname": "posting_date",
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"fieldname": "posting_date",
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"fieldtype": "Date",
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"reqd": 1,
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"oldfieldtype": "Column Break",
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"doctype": "DocField",
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@ -87,17 +68,70 @@
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"permlevel": 0
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},
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{
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"reqd": 0,
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"no_copy": 1,
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"oldfieldtype": "Currency",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Total Claimed Amount",
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"oldfieldname": "total_claimed_amount",
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"width": "160px",
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"fieldname": "total_claimed_amount",
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"fieldtype": "Currency",
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"permlevel": 1,
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"in_filter": 0
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},
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{
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"no_copy": 1,
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"oldfieldtype": "Currency",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Total Sanctioned Amount",
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"oldfieldname": "total_sanctioned_amount",
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"width": "160px",
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"fieldname": "total_sanctioned_amount",
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"fieldtype": "Currency",
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"permlevel": 1,
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"in_filter": 0
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},
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{
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"oldfieldtype": "Section Break",
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"doctype": "DocField",
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"label": "Expense Details",
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"fieldname": "expense_details",
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"fieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"oldfieldtype": "Table",
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"allow_on_submit": 0,
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"doctype": "DocField",
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"label": "Expense Claim Details",
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"oldfieldname": "expense_voucher_details",
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"options": "Expense Claim Detail",
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"fieldname": "expense_voucher_details",
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"fieldtype": "Table",
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"permlevel": 0
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},
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{
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"doctype": "DocField",
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"options": "Simple",
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"fieldname": "sb1",
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"fieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"permlevel": 0,
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"oldfieldtype": "Link",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "From Employee",
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"oldfieldname": "employee",
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"permlevel": 0,
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"reqd": 1,
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"trigger": "Client",
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"fieldname": "employee",
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"fieldtype": "Link",
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"search_index": 1,
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"reqd": 1,
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"options": "Employee",
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"in_filter": 1
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},
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@ -114,10 +148,51 @@
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"in_filter": 1
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},
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{
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"oldfieldtype": "Select",
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"doctype": "DocField",
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"label": "Fiscal Year",
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"oldfieldname": "fiscal_year",
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"options": "link:Fiscal Year",
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"fieldname": "fiscal_year",
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"fieldtype": "Select",
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"reqd": 1,
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"oldfieldtype": "Link",
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"doctype": "DocField",
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"label": "Company",
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"oldfieldname": "company",
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"options": "link:Company",
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"fieldname": "company",
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"fieldtype": "Select",
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"reqd": 1,
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"doctype": "DocField",
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"fieldname": "cb1",
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"fieldtype": "Column Break",
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"permlevel": 0
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},
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{
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"oldfieldtype": "Date",
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"doctype": "DocField",
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"label": "Posting Date",
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"oldfieldname": "posting_date",
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"fieldname": "posting_date",
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"fieldtype": "Date",
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"reqd": 1,
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"allow_on_submit": 0,
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"no_copy": 1,
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"oldfieldtype": "Small Text",
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"colour": "White:FFF",
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"allow_on_submit": 0,
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"doctype": "DocField",
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"label": "Remark",
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"oldfieldname": "remark",
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@ -125,6 +200,17 @@
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"fieldtype": "Small Text",
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"permlevel": 0
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},
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{
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"print_hide": 1,
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"oldfieldtype": "Data",
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"doctype": "DocField",
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"label": "Employees Email Id",
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"oldfieldname": "email_id",
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"fieldname": "email_id",
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"fieldtype": "Data",
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"hidden": 1,
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"permlevel": 0
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},
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{
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"print_hide": 1,
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"no_copy": 1,
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@ -153,87 +239,6 @@
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"permlevel": 1,
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"report_hide": 1
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},
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{
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"oldfieldtype": "Section Break",
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"doctype": "DocField",
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"label": "Expense Details",
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"fieldname": "expense_details",
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"fieldtype": "Section Break",
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"permlevel": 0
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},
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{
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"oldfieldtype": "Table",
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"allow_on_submit": 0,
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"doctype": "DocField",
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"label": "Expense Claim Details",
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"oldfieldname": "expense_voucher_details",
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"options": "Expense Claim Detail",
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"fieldname": "expense_voucher_details",
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"fieldtype": "Table",
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"permlevel": 0
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},
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{
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"no_copy": 1,
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"oldfieldtype": "Currency",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Total Claimed Amount",
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"oldfieldname": "total_claimed_amount",
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"width": "160px",
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"fieldname": "total_claimed_amount",
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"fieldtype": "Currency",
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"reqd": 0,
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"permlevel": 1,
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"in_filter": 0
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},
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{
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"no_copy": 1,
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"oldfieldtype": "Currency",
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"colour": "White:FFF",
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"doctype": "DocField",
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"label": "Total Sanctioned Amount",
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"oldfieldname": "total_sanctioned_amount",
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"width": "160px",
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"fieldname": "total_sanctioned_amount",
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"fieldtype": "Currency",
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"permlevel": 1,
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"in_filter": 0
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},
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{
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"print_hide": 1,
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"oldfieldtype": "Data",
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"doctype": "DocField",
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"label": "Employees Email Id",
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"oldfieldname": "email_id",
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"fieldname": "email_id",
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"fieldtype": "Data",
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"hidden": 1,
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"permlevel": 0
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},
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{
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"oldfieldtype": "Select",
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"doctype": "DocField",
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"label": "Fiscal Year",
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"oldfieldname": "fiscal_year",
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"options": "link:Fiscal Year",
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"fieldname": "fiscal_year",
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"fieldtype": "Select",
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"reqd": 1,
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"oldfieldtype": "Link",
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"doctype": "DocField",
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"label": "Company",
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"oldfieldname": "company",
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"options": "link:Company",
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"fieldname": "company",
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"fieldtype": "Select",
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"reqd": 1,
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"permlevel": 0,
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"in_filter": 1
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},
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{
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"create": 1,
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"doctype": "DocPerm",
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@ -26,7 +26,7 @@ cur_frm.cscript.onload = function(doc, dt, dn) {
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method:"get_approver_list",
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callback: function(r) {
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cur_frm.set_df_property("leave_approver", "options", r.message);
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get_leave_balance(cur_frm.doc);
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cur_frm.cscript.get_leave_balance(cur_frm.doc);
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}
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});
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}
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@ -39,13 +39,14 @@ cur_frm.cscript.refresh = function(doc, dt, dn) {
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if(doc.__islocal && !in_list(user_roles, "HR User")) {
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cur_frm.set_intro("Fill the form and save it")
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} else {
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if(doc.status=="Open") {
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if(doc.docstatus==0 && doc.status=="Open") {
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if(user==doc.leave_approver) {
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cur_frm.set_intro("You are the Leave Approver for this record. Please Update the 'Status' and Save");
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cur_frm.toggle_enable("status", true);
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} else {
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cur_frm.set_intro("This Leave Application is pending approval. Only the Leave Apporver can update status.")
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cur_frm.toggle_enable("status", false);
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if(!doc.__islocal) cur_frm.frm_head.appframe.buttons.Submit.toggle(false);
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}
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} else {
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if(doc.status=="Approved") {
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@ -62,21 +63,21 @@ cur_frm.cscript.refresh = function(doc, dt, dn) {
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}
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cur_frm.cscript.employee = function (doc, dt, dn){
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get_leave_balance(doc, dt, dn);
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cur_frm.cscript.get_leave_balance(doc, dt, dn);
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}
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cur_frm.cscript.fiscal_year = function (doc, dt, dn){
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get_leave_balance(doc, dt, dn);
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cur_frm.cscript.get_leave_balance(doc, dt, dn);
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}
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cur_frm.cscript.leave_type = function (doc, dt, dn){
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get_leave_balance(doc, dt, dn);
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cur_frm.cscript.get_leave_balance(doc, dt, dn);
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}
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cur_frm.cscript.half_day = function(doc, dt, dn) {
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if(doc.from_date) {
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set_multiple(dt,dn,{to_date:doc.from_date});
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calculate_total_days(doc, dt, dn);
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cur_frm.cscript.calculate_total_days(doc, dt, dn);
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}
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}
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@ -84,7 +85,7 @@ cur_frm.cscript.from_date = function(doc, dt, dn) {
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if(cint(doc.half_day) == 1){
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set_multiple(dt,dn,{to_date:doc.from_date});
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}
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calculate_total_days(doc, dt, dn);
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cur_frm.cscript.calculate_total_days(doc, dt, dn);
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}
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cur_frm.cscript.to_date = function(doc, dt, dn) {
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@ -92,11 +93,11 @@ cur_frm.cscript.to_date = function(doc, dt, dn) {
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msgprint("To Date should be same as From Date for Half Day leave");
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set_multiple(dt,dn,{to_date:doc.from_date});
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}
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calculate_total_days(doc, dt, dn);
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cur_frm.cscript.calculate_total_days(doc, dt, dn);
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}
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get_leave_balance = function(doc, dt, dn) {
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if(doc.employee && doc.leave_type && doc.fiscal_year) {
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cur_frm.cscript.get_leave_balance = function(doc, dt, dn) {
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if(doc.docstatus==0 && doc.employee && doc.leave_type && doc.fiscal_year) {
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cur_frm.call({
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method: "get_leave_balance",
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args: {
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@ -104,16 +105,15 @@ get_leave_balance = function(doc, dt, dn) {
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fiscal_year: doc.fiscal_year,
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leave_type: doc.leave_type
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}
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})
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});
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}
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}
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calculate_total_days = function(doc, dt, dn) {
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cur_frm.cscript.calculate_total_days = function(doc, dt, dn) {
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if(doc.from_date && doc.to_date){
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if(cint(doc.half_day) == 1) set_multiple(dt,dn,{total_leave_days:0.5});
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else{
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//d = new DateFn();
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//set_multiple(dt,dn,{total_leave_days:d.get_diff(d.str_to_obj(doc.to_date),d.str_to_obj(doc.from_date))+1});
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// server call is done to include holidays in leave days calculations
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get_server_fields('get_total_leave_days', '', '', doc, dt, dn, 1);
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}
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}
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@ -28,7 +28,21 @@ import datetime
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class DocType:
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def __init__(self, doc, doclist):
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self.doc = doc
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self.doclist = doclist
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self.doclist = doclist
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def validate(self):
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# if self.doc.leave_approver == self.doc.owner:
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# webnotes.msgprint("""Self Approval is not allowed.""", raise_exception=1)
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self.validate_to_date()
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self.validate_balance_leaves()
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self.validate_leave_overlap()
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self.validate_max_days()
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def on_submit(self):
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if self.doc.status != "Approved":
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webnotes.msgprint("""Only Approved Leave Applications can be Submitted.""",
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raise_exception=True)
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def get_holidays(self):
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"""
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@ -40,9 +54,7 @@ class DocType:
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return tot_hol and flt(tot_hol[0][0]) or 0
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def get_total_leave_days(self):
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"""
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Calculates total leave days based on input and holidays
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"""
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"""Calculates total leave days based on input and holidays"""
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ret = {'total_leave_days' : 0.5}
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if not self.doc.half_day:
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tot_days = date_diff(self.doc.to_date, self.doc.from_date) + 1
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@ -53,24 +65,20 @@ class DocType:
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return ret
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def validate_to_date(self):
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if self.doc.from_date and self.doc.to_date and (getdate(self.doc.to_date) < getdate(self.doc.from_date)):
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if self.doc.from_date and self.doc.to_date and \
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(getdate(self.doc.to_date) < getdate(self.doc.from_date)):
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msgprint("To date cannot be before from date")
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raise Exception
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def is_lwp(self):
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lwp = sql("select is_lwp from `tabLeave Type` where name = %s", self.doc.leave_type)
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return lwp and cint(lwp[0][0]) or 0
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def validate_balance_leaves(self):
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if self.doc.from_date and self.doc.to_date and not self.is_lwp():
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bal = get_leave_balance(self.doc.leave_type, self.doc.employee,
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self.doc.fiscal_year)
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tot_leaves = self.get_total_leave_days()
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bal, tot_leaves = bal, tot_leaves
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webnotes.conn.set(self.doc, 'leave_balance', flt(bal['leave_balance']))
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webnotes.conn.set(self.doc, 'total_leave_days', flt(tot_leaves['total_leave_days']))
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if flt(bal['leave_balance']) < flt(tot_leaves['total_leave_days']):
|
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msgprint("Warning : There is not enough leave balance")
|
||||
if self.doc.from_date and self.doc.to_date and not is_lwp(self.doc.leave_type):
|
||||
self.doc.leave_balance = get_leave_balance(self.doc.employee,
|
||||
self.doc.leave_type, self.doc.fiscal_year)["leave_balance"]
|
||||
self.doc.total_leave_days = self.get_total_leave_days()["total_leave_days"]
|
||||
|
||||
if self.doc.leave_balance - self.doc.total_leave_days < 0:
|
||||
msgprint("There is not enough leave balance for Leave Type: %s" % \
|
||||
(self.doc.leave_type,), raise_exception=1)
|
||||
|
||||
def validate_leave_overlap(self):
|
||||
for d in sql("""select name, leave_type, posting_date, from_date, to_date
|
||||
@ -90,36 +98,23 @@ class DocType:
|
||||
msgprint("Sorry ! You cannot apply for %s for more than %s days" % (self.doc.leave_type, max_days))
|
||||
raise Exception
|
||||
|
||||
def validate(self):
|
||||
# if self.doc.leave_approver == self.doc.owner:
|
||||
# webnotes.msgprint("""Self Approval is not allowed.""", raise_exception=1)
|
||||
|
||||
self.validate_to_date()
|
||||
self.validate_balance_leaves()
|
||||
self.validate_leave_overlap()
|
||||
self.validate_max_days()
|
||||
|
||||
def on_submit(self):
|
||||
if self.doc.status != "Approved":
|
||||
webnotes.msgprint("""Only Approved Leave Applications can be Submitted.""",
|
||||
raise_exception=True)
|
||||
|
||||
@webnotes.whitelist()
|
||||
def get_leave_balance(employee, leave_type, fiscal_year):
|
||||
leave_all = webnotes.conn.sql("""select total_leaves_allocated
|
||||
from `tabLeave Allocation` where employee = %s and leave_type = %s
|
||||
and fiscal_year = %s and docstatus = 1""", (employee,
|
||||
leave_type, fiscal_year))
|
||||
|
||||
leave_type, fiscal_year), debug=1)
|
||||
|
||||
leave_all = leave_all and flt(leave_all[0][0]) or 0
|
||||
|
||||
leave_app = webnotes.conn.sql("""select SUM(total_leave_days)
|
||||
from `tabLeave Application`
|
||||
where employee = %s and leave_type = %s and fiscal_year = %s
|
||||
and docstatus = 1""", (employee, leave_type, fiscal_year))
|
||||
and docstatus = 1""", (employee, leave_type, fiscal_year), debug=1)
|
||||
leave_app = leave_app and flt(leave_app[0][0]) or 0
|
||||
|
||||
ret = {'leave_balance':leave_all - leave_app}
|
||||
|
||||
ret = {'leave_balance': leave_all - leave_app}
|
||||
return ret
|
||||
|
||||
@webnotes.whitelist()
|
||||
@ -130,3 +125,7 @@ def get_approver_list():
|
||||
webnotes.msgprint("No Leave Approvers. Please assign 'Leave Approver' Role to atleast one user.")
|
||||
|
||||
return roles
|
||||
|
||||
def is_lwp(leave_type):
|
||||
lwp = sql("select is_lwp from `tabLeave Type` where name = %s", leave_type)
|
||||
return lwp and cint(lwp[0][0]) or 0
|
||||
@ -2,9 +2,9 @@
|
||||
{
|
||||
"owner": "Administrator",
|
||||
"docstatus": 0,
|
||||
"creation": "2012-12-06 15:56:41",
|
||||
"creation": "2012-12-07 11:51:20",
|
||||
"modified_by": "Administrator",
|
||||
"modified": "2012-12-07 10:23:53"
|
||||
"modified": "2012-12-07 13:31:40"
|
||||
},
|
||||
{
|
||||
"is_submittable": 1,
|
||||
@ -43,7 +43,7 @@
|
||||
"options": "Open\nApproved\nRejected",
|
||||
"fieldname": "status",
|
||||
"fieldtype": "Select",
|
||||
"permlevel": 3
|
||||
"permlevel": 2
|
||||
},
|
||||
{
|
||||
"description": "Leave can be approved by users with Role, \"Leave Approver\"",
|
||||
@ -58,7 +58,7 @@
|
||||
"search_index": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Leave Type",
|
||||
"options": "link:Leave Type",
|
||||
"options": "\nCasual Leave",
|
||||
"fieldname": "leave_type",
|
||||
"fieldtype": "Select",
|
||||
"reqd": 1,
|
||||
@ -105,17 +105,10 @@
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"label": "Leave Balance",
|
||||
"fieldname": "leave_balance",
|
||||
"fieldtype": "Currency",
|
||||
"permlevel": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"label": "Total Leave Days",
|
||||
"fieldname": "total_leave_days",
|
||||
"fieldtype": "Currency",
|
||||
"permlevel": 1
|
||||
"label": "Reason",
|
||||
"fieldname": "description",
|
||||
"fieldtype": "Small Text",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"search_index": 1,
|
||||
@ -138,26 +131,28 @@
|
||||
"in_filter": 1
|
||||
},
|
||||
{
|
||||
"no_copy": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Leave Balance Before Application",
|
||||
"fieldname": "leave_balance",
|
||||
"fieldtype": "Currency",
|
||||
"permlevel": 1
|
||||
},
|
||||
{
|
||||
"no_copy": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Total Leave Days",
|
||||
"fieldname": "total_leave_days",
|
||||
"fieldtype": "Currency",
|
||||
"permlevel": 1
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"label": "More Info",
|
||||
"fieldname": "sb10",
|
||||
"fieldtype": "Section Break",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"label": "Reason",
|
||||
"width": "300px",
|
||||
"fieldname": "description",
|
||||
"fieldtype": "Text Editor",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"label": "HR Details",
|
||||
"fieldname": "sb12",
|
||||
"fieldtype": "Section Break",
|
||||
"permlevel": 2
|
||||
},
|
||||
{
|
||||
"default": "Today",
|
||||
"colour": "White:FFF",
|
||||
@ -173,7 +168,7 @@
|
||||
"search_index": 0,
|
||||
"doctype": "DocField",
|
||||
"label": "Fiscal Year",
|
||||
"options": "link:Fiscal Year",
|
||||
"options": "\n2008-2009\n2009-2010\n2010-2011\n2011-2012\n2012-2013\n2013-2014",
|
||||
"fieldname": "fiscal_year",
|
||||
"fieldtype": "Select",
|
||||
"reqd": 1,
|
||||
@ -181,6 +176,7 @@
|
||||
"in_filter": 1
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Letter Head",
|
||||
"options": "Letter Head",
|
||||
@ -251,10 +247,5 @@
|
||||
"role": "Leave Approver",
|
||||
"cancel": 0,
|
||||
"permlevel": 2
|
||||
},
|
||||
{
|
||||
"doctype": "DocPerm",
|
||||
"role": "All",
|
||||
"permlevel": 3
|
||||
}
|
||||
]
|
||||
Loading…
x
Reference in New Issue
Block a user