Merge branch 'develop' into fix-depr-after-sale
This commit is contained in:
commit
8cc81a96fc
2
.github/helper/.flake8_strict
vendored
2
.github/helper/.flake8_strict
vendored
@ -1,6 +1,8 @@
|
||||
[flake8]
|
||||
ignore =
|
||||
B007,
|
||||
B009,
|
||||
B010,
|
||||
B950,
|
||||
E101,
|
||||
E111,
|
||||
|
@ -131,3 +131,21 @@ rules:
|
||||
key `$X` is uselessly assigned twice. This could be a potential bug.
|
||||
languages: [python]
|
||||
severity: ERROR
|
||||
|
||||
|
||||
- id: frappe-manual-commit
|
||||
patterns:
|
||||
- pattern: frappe.db.commit()
|
||||
- pattern-not-inside: |
|
||||
try:
|
||||
...
|
||||
except ...:
|
||||
...
|
||||
message: |
|
||||
Manually commiting a transaction is highly discouraged. Read about the transaction model implemented by Frappe Framework before adding manual commits: https://frappeframework.com/docs/user/en/api/database#database-transaction-model If you think manual commit is required then add a comment explaining why and `// nosemgrep` on the same line.
|
||||
paths:
|
||||
exclude:
|
||||
- "**/patches/**"
|
||||
- "**/demo/**"
|
||||
languages: [python]
|
||||
severity: ERROR
|
||||
|
32
.github/try-on-f-cloud-button.svg
vendored
Normal file
32
.github/try-on-f-cloud-button.svg
vendored
Normal file
@ -0,0 +1,32 @@
|
||||
<svg width="201" height="60" viewBox="0 0 201 60" fill="none" xmlns="http://www.w3.org/2000/svg">
|
||||
<g filter="url(#filter0_dd)">
|
||||
<rect x="4" y="2" width="193" height="52" rx="6" fill="#2490EF"/>
|
||||
<path d="M28 22.2891H32.8786V35.5H36.2088V22.2891H41.0874V19.5H28V22.2891Z" fill="white"/>
|
||||
<path d="M41.6982 35.5H45.0129V28.7109C45.0129 27.2344 46.0866 26.2188 47.5494 26.2188C48.0085 26.2188 48.6388 26.2969 48.95 26.3984V23.4453C48.6543 23.375 48.2419 23.3281 47.9074 23.3281C46.5691 23.3281 45.472 24.1094 45.0362 25.5938H44.9117V23.5H41.6982V35.5Z" fill="white"/>
|
||||
<path d="M52.8331 40C55.2996 40 56.6068 38.7344 57.2837 36.7969L61.9289 23.5156L58.4197 23.5L55.9221 32.3125H55.7976L53.3233 23.5H49.8374L54.1247 35.8437L53.9302 36.3516C53.4944 37.4766 52.6619 37.5312 51.4947 37.1719L50.7478 39.6562C51.2224 39.8594 51.9927 40 52.8331 40Z" fill="white"/>
|
||||
<path d="M73.6142 35.7344C77.2401 35.7344 79.4966 33.2422 79.4966 29.5469C79.4966 25.8281 77.2401 23.3438 73.6142 23.3438C69.9883 23.3438 67.7319 25.8281 67.7319 29.5469C67.7319 33.2422 69.9883 35.7344 73.6142 35.7344ZM73.6298 33.1562C71.9569 33.1562 71.101 31.6171 71.101 29.5233C71.101 27.4296 71.9569 25.8827 73.6298 25.8827C75.2715 25.8827 76.1274 27.4296 76.1274 29.5233C76.1274 31.6171 75.2715 33.1562 73.6298 33.1562Z" fill="white"/>
|
||||
<path d="M84.7253 28.5625C84.7331 27.0156 85.6512 26.1094 86.9895 26.1094C88.3201 26.1094 89.1215 26.9844 89.1137 28.4531V35.5H92.4284V27.8594C92.4284 25.0625 90.7945 23.3438 88.3046 23.3438C86.5306 23.3438 85.2466 24.2187 84.7097 25.6172H84.5697V23.5H81.4106V35.5H84.7253V28.5625Z" fill="white"/>
|
||||
<path fill-rule="evenodd" clip-rule="evenodd" d="M102.429 19.5H113.429V22.3141H102.429V19.5ZM102.429 35.5V26.6794H112.699V29.4982H105.94V35.5H102.429Z" fill="white"/>
|
||||
<path d="M131.584 24.9625C131.09 21.5057 128.345 19.5 124.785 19.5C120.589 19.5 117.429 22.463 117.429 27.4924C117.429 32.5142 120.55 35.4848 124.785 35.4848C128.604 35.4848 131.137 33.0916 131.584 30.1211L128.651 30.1059C128.282 31.9293 126.745 32.9549 124.824 32.9549C122.22 32.9549 120.354 31.0632 120.354 27.4924C120.354 23.9824 122.204 22.0299 124.832 22.0299C126.784 22.0299 128.314 23.1011 128.651 24.9625H131.584Z" fill="white"/>
|
||||
<path d="M136.409 19.7124H133.571V35.2718H136.409V19.7124Z" fill="white"/>
|
||||
<path d="M144.031 35.5001C147.56 35.5001 149.803 33.0917 149.803 29.483C149.803 25.8667 147.56 23.4507 144.031 23.4507C140.502 23.4507 138.259 25.8667 138.259 29.483C138.259 33.0917 140.502 35.5001 144.031 35.5001ZM144.047 33.2969C142.094 33.2969 141.137 31.6103 141.137 29.4754C141.137 27.3406 142.094 25.6312 144.047 25.6312C145.968 25.6312 146.925 27.3406 146.925 29.4754C146.925 31.6103 145.968 33.2969 144.047 33.2969Z" fill="white"/>
|
||||
<path d="M159.338 30.3641C159.338 32.1419 158.028 33.0232 156.773 33.0232C155.409 33.0232 154.499 32.0887 154.499 30.6072V23.6025H151.66V31.0327C151.66 33.8361 153.307 35.4239 155.675 35.4239C157.479 35.4239 158.749 34.5046 159.298 33.1979H159.424V35.272H162.176V23.6025H159.338V30.3641Z" fill="white"/>
|
||||
<path d="M169.014 35.4769C171.084 35.4769 172.017 34.2841 172.464 33.4332H172.637V35.2718H175.429V19.7124H172.582V25.532H172.464C172.033 24.6887 171.147 23.4503 169.022 23.4503C166.238 23.4503 164.05 25.5624 164.05 29.4522C164.05 33.2965 166.175 35.4769 169.014 35.4769ZM169.806 33.2205C167.931 33.2205 166.943 31.6251 166.943 29.437C166.943 27.2642 167.916 25.7067 169.806 25.7067C171.633 25.7067 172.637 27.173 172.637 29.437C172.637 31.701 171.617 33.2205 169.806 33.2205Z" fill="white"/>
|
||||
</g>
|
||||
<defs>
|
||||
<filter id="filter0_dd" x="0" y="0" width="201" height="60" filterUnits="userSpaceOnUse" color-interpolation-filters="sRGB">
|
||||
<feFlood flood-opacity="0" result="BackgroundImageFix"/>
|
||||
<feColorMatrix in="SourceAlpha" type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127 0" result="hardAlpha"/>
|
||||
<feOffset/>
|
||||
<feGaussianBlur stdDeviation="0.25"/>
|
||||
<feColorMatrix type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.5 0"/>
|
||||
<feBlend mode="normal" in2="BackgroundImageFix" result="effect1_dropShadow"/>
|
||||
<feColorMatrix in="SourceAlpha" type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127 0" result="hardAlpha"/>
|
||||
<feOffset dy="2"/>
|
||||
<feGaussianBlur stdDeviation="2"/>
|
||||
<feColorMatrix type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.13 0"/>
|
||||
<feBlend mode="normal" in2="effect1_dropShadow" result="effect2_dropShadow"/>
|
||||
<feBlend mode="normal" in="SourceGraphic" in2="effect2_dropShadow" result="shape"/>
|
||||
</filter>
|
||||
</defs>
|
||||
</svg>
|
After Width: | Height: | Size: 4.4 KiB |
2
.github/workflows/ui-tests.yml
vendored
2
.github/workflows/ui-tests.yml
vendored
@ -104,6 +104,8 @@ jobs:
|
||||
|
||||
- name: Build Assets
|
||||
run: cd ~/frappe-bench/ && bench build
|
||||
env:
|
||||
CI: Yes
|
||||
|
||||
- name: UI Tests
|
||||
run: cd ~/frappe-bench/ && bench --site test_site run-ui-tests erpnext --headless
|
||||
|
58
.mergify.yml
Normal file
58
.mergify.yml
Normal file
@ -0,0 +1,58 @@
|
||||
pull_request_rules:
|
||||
- name: Auto-close PRs on stable branch
|
||||
conditions:
|
||||
- and:
|
||||
- and:
|
||||
- author!=surajshetty3416
|
||||
- author!=gavindsouza
|
||||
- author!=rohitwaghchaure
|
||||
- author!=nabinhait
|
||||
- or:
|
||||
- base=version-13
|
||||
- base=version-12
|
||||
actions:
|
||||
close:
|
||||
comment:
|
||||
message: |
|
||||
@{{author}}, thanks for the contribution, but we do not accept pull requests on a stable branch. Please raise PR on an appropriate hotfix branch.
|
||||
https://github.com/frappe/erpnext/wiki/Pull-Request-Checklist#which-branch
|
||||
|
||||
- name: backport to version-13-hotfix
|
||||
conditions:
|
||||
- label="backport version-13-hotfix"
|
||||
actions:
|
||||
backport:
|
||||
branches:
|
||||
- version-13-hotfix
|
||||
assignees:
|
||||
- "{{ author }}"
|
||||
|
||||
- name: backport to version-13-pre-release
|
||||
conditions:
|
||||
- label="backport version-13-pre-release"
|
||||
actions:
|
||||
backport:
|
||||
branches:
|
||||
- version-13-pre-release
|
||||
assignees:
|
||||
- "{{ author }}"
|
||||
|
||||
- name: backport to version-12-hotfix
|
||||
conditions:
|
||||
- label="backport version-12-hotfix"
|
||||
actions:
|
||||
backport:
|
||||
branches:
|
||||
- version-12-hotfix
|
||||
assignees:
|
||||
- "{{ author }}"
|
||||
|
||||
- name: backport to version-12-pre-release
|
||||
conditions:
|
||||
- label="backport version-12-pre-release"
|
||||
actions:
|
||||
backport:
|
||||
branches:
|
||||
- version-12-pre-release
|
||||
assignees:
|
||||
- "{{ author }}"
|
@ -20,6 +20,9 @@ repos:
|
||||
rev: 3.9.2
|
||||
hooks:
|
||||
- id: flake8
|
||||
additional_dependencies: [
|
||||
'flake8-bugbear',
|
||||
]
|
||||
args: ['--config', '.github/helper/.flake8_strict']
|
||||
exclude: ".*setup.py$"
|
||||
|
||||
|
12
README.md
12
README.md
@ -39,6 +39,12 @@ ERPNext is built on the [Frappe Framework](https://github.com/frappe/frappe), a
|
||||
|
||||
---
|
||||
|
||||
<div align="center">
|
||||
<a href="https://frappecloud.com/deploy?apps=frappe,erpnext&source=erpnext_readme">
|
||||
<img src=".github/try-on-f-cloud-button.svg" height="40">
|
||||
</a>
|
||||
</div>
|
||||
|
||||
### Containerized Installation
|
||||
|
||||
Use docker to deploy ERPNext in production or for development of [Frappe](https://github.com/frappe/frappe) apps. See https://github.com/frappe/frappe_docker for more details.
|
||||
@ -77,6 +83,12 @@ The ERPNext code is licensed as GNU General Public License (v3) and the Document
|
||||
|
||||
---
|
||||
|
||||
## Learning
|
||||
|
||||
1. [Frappe School](https://frappe.school) - Learn Frappe Framework and ERPNext from the various courses by the maintainers or from the community.
|
||||
|
||||
---
|
||||
|
||||
## Logo and Trademark
|
||||
|
||||
The brand name ERPNext and the logo are trademarks of Frappe Technologies Pvt. Ltd.
|
||||
|
@ -6,7 +6,7 @@ context('Organizational Chart', () => {
|
||||
|
||||
it('navigates to org chart', () => {
|
||||
cy.visit('/app');
|
||||
cy.awesomebar('Organizational Chart');
|
||||
cy.visit('/app/organizational-chart');
|
||||
cy.url().should('include', '/organizational-chart');
|
||||
|
||||
cy.window().its('frappe.csrf_token').then(csrf_token => {
|
||||
|
@ -7,7 +7,7 @@ context('Organizational Chart Mobile', () => {
|
||||
it('navigates to org chart', () => {
|
||||
cy.viewport(375, 667);
|
||||
cy.visit('/app');
|
||||
cy.awesomebar('Organizational Chart');
|
||||
cy.visit('/app/organizational-chart');
|
||||
cy.url().should('include', '/organizational-chart');
|
||||
|
||||
cy.window().its('frappe.csrf_token').then(csrf_token => {
|
||||
|
@ -374,12 +374,15 @@ def make_gl_entries(doc, credit_account, debit_account, against,
|
||||
try:
|
||||
make_gl_entries(gl_entries, cancel=(doc.docstatus == 2), merge_entries=True)
|
||||
frappe.db.commit()
|
||||
except Exception:
|
||||
frappe.db.rollback()
|
||||
traceback = frappe.get_traceback()
|
||||
frappe.log_error(message=traceback)
|
||||
except Exception as e:
|
||||
if frappe.flags.in_test:
|
||||
raise e
|
||||
else:
|
||||
frappe.db.rollback()
|
||||
traceback = frappe.get_traceback()
|
||||
frappe.log_error(message=traceback)
|
||||
|
||||
frappe.flags.deferred_accounting_error = True
|
||||
frappe.flags.deferred_accounting_error = True
|
||||
|
||||
def send_mail(deferred_process):
|
||||
title = _("Error while processing deferred accounting for {0}").format(deferred_process)
|
||||
|
@ -8,6 +8,8 @@ from frappe import _, throw
|
||||
from frappe.utils import cint, cstr
|
||||
from frappe.utils.nestedset import NestedSet, get_ancestors_of, get_descendants_of
|
||||
|
||||
import erpnext
|
||||
|
||||
|
||||
class RootNotEditable(frappe.ValidationError): pass
|
||||
class BalanceMismatchError(frappe.ValidationError): pass
|
||||
@ -196,7 +198,7 @@ class Account(NestedSet):
|
||||
"company": company,
|
||||
# parent account's currency should be passed down to child account's curreny
|
||||
# if it is None, it picks it up from default company currency, which might be unintended
|
||||
"account_currency": self.account_currency,
|
||||
"account_currency": erpnext.get_company_currency(company),
|
||||
"parent_account": parent_acc_name_map[company]
|
||||
})
|
||||
|
||||
@ -207,8 +209,7 @@ class Account(NestedSet):
|
||||
# update the parent company's value in child companies
|
||||
doc = frappe.get_doc("Account", child_account)
|
||||
parent_value_changed = False
|
||||
for field in ['account_type', 'account_currency',
|
||||
'freeze_account', 'balance_must_be']:
|
||||
for field in ['account_type', 'freeze_account', 'balance_must_be']:
|
||||
if doc.get(field) != self.get(field):
|
||||
parent_value_changed = True
|
||||
doc.set(field, self.get(field))
|
||||
|
@ -45,6 +45,49 @@ frappe.treeview_settings["Account"] = {
|
||||
],
|
||||
root_label: "Accounts",
|
||||
get_tree_nodes: 'erpnext.accounts.utils.get_children',
|
||||
on_get_node: function(nodes, deep=false) {
|
||||
if (frappe.boot.user.can_read.indexOf("GL Entry") == -1) return;
|
||||
|
||||
let accounts = [];
|
||||
if (deep) {
|
||||
// in case of `get_all_nodes`
|
||||
accounts = nodes.reduce((acc, node) => [...acc, ...node.data], []);
|
||||
} else {
|
||||
accounts = nodes;
|
||||
}
|
||||
|
||||
const get_balances = frappe.call({
|
||||
method: 'erpnext.accounts.utils.get_account_balances',
|
||||
args: {
|
||||
accounts: accounts,
|
||||
company: cur_tree.args.company
|
||||
},
|
||||
});
|
||||
|
||||
get_balances.then(r => {
|
||||
if (!r.message || r.message.length == 0) return;
|
||||
|
||||
for (let account of r.message) {
|
||||
|
||||
const node = cur_tree.nodes && cur_tree.nodes[account.value];
|
||||
if (!node || node.is_root) continue;
|
||||
|
||||
// show Dr if positive since balance is calculated as debit - credit else show Cr
|
||||
const balance = account.balance_in_account_currency || account.balance;
|
||||
const dr_or_cr = balance > 0 ? "Dr": "Cr";
|
||||
const format = (value, currency) => format_currency(Math.abs(value), currency);
|
||||
|
||||
if (account.balance!==undefined) {
|
||||
$('<span class="balance-area pull-right">'
|
||||
+ (account.balance_in_account_currency ?
|
||||
(format(account.balance_in_account_currency, account.account_currency) + " / ") : "")
|
||||
+ format(account.balance, account.company_currency)
|
||||
+ " " + dr_or_cr
|
||||
+ '</span>').insertBefore(node.$ul);
|
||||
}
|
||||
}
|
||||
});
|
||||
},
|
||||
add_tree_node: 'erpnext.accounts.utils.add_ac',
|
||||
menu_items:[
|
||||
{
|
||||
@ -122,24 +165,6 @@ frappe.treeview_settings["Account"] = {
|
||||
}
|
||||
}, "add");
|
||||
},
|
||||
onrender: function(node) {
|
||||
if (frappe.boot.user.can_read.indexOf("GL Entry") !== -1) {
|
||||
|
||||
// show Dr if positive since balance is calculated as debit - credit else show Cr
|
||||
let balance = node.data.balance_in_account_currency || node.data.balance;
|
||||
let dr_or_cr = balance > 0 ? "Dr": "Cr";
|
||||
|
||||
if (node.data && node.data.balance!==undefined) {
|
||||
$('<span class="balance-area pull-right">'
|
||||
+ (node.data.balance_in_account_currency ?
|
||||
(format_currency(Math.abs(node.data.balance_in_account_currency),
|
||||
node.data.account_currency) + " / ") : "")
|
||||
+ format_currency(Math.abs(node.data.balance), node.data.company_currency)
|
||||
+ " " + dr_or_cr
|
||||
+ '</span>').insertBefore(node.$ul);
|
||||
}
|
||||
}
|
||||
},
|
||||
toolbar: [
|
||||
{
|
||||
label:__("Add Child"),
|
||||
|
@ -174,7 +174,7 @@
|
||||
"default": "0",
|
||||
"fieldname": "automatically_fetch_payment_terms",
|
||||
"fieldtype": "Check",
|
||||
"label": "Automatically Fetch Payment Terms"
|
||||
"label": "Automatically Fetch Payment Terms from Order"
|
||||
},
|
||||
{
|
||||
"description": "The percentage you are allowed to bill more against the amount ordered. For example, if the order value is $100 for an item and tolerance is set as 10%, then you are allowed to bill up to $110 ",
|
||||
@ -282,7 +282,7 @@
|
||||
"index_web_pages_for_search": 1,
|
||||
"issingle": 1,
|
||||
"links": [],
|
||||
"modified": "2021-08-19 11:17:38.788054",
|
||||
"modified": "2021-10-11 17:42:36.427699",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Accounts Settings",
|
||||
|
@ -10,13 +10,17 @@ frappe.ui.form.on('Chart of Accounts Importer', {
|
||||
// make company mandatory
|
||||
frm.set_df_property('company', 'reqd', frm.doc.company ? 0 : 1);
|
||||
frm.set_df_property('import_file_section', 'hidden', frm.doc.company ? 0 : 1);
|
||||
|
||||
if (frm.doc.import_file) {
|
||||
frappe.run_serially([
|
||||
() => generate_tree_preview(frm),
|
||||
() => create_import_button(frm),
|
||||
() => frm.set_df_property('chart_preview', 'hidden', 0)
|
||||
]);
|
||||
}
|
||||
|
||||
frm.set_df_property('chart_preview', 'hidden',
|
||||
$(frm.fields_dict['chart_tree'].wrapper).html()!="" ? 0 : 1);
|
||||
|
||||
// Show import button when file is successfully attached
|
||||
if (frm.page && frm.page.show_import_button) {
|
||||
create_import_button(frm);
|
||||
}
|
||||
},
|
||||
|
||||
download_template: function(frm) {
|
||||
@ -77,8 +81,6 @@ frappe.ui.form.on('Chart of Accounts Importer', {
|
||||
if (!frm.doc.import_file) {
|
||||
frm.page.set_indicator("");
|
||||
$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper on removing file
|
||||
} else {
|
||||
generate_tree_preview(frm);
|
||||
}
|
||||
},
|
||||
|
||||
@ -105,7 +107,7 @@ frappe.ui.form.on('Chart of Accounts Importer', {
|
||||
|
||||
var create_import_button = function(frm) {
|
||||
frm.page.set_primary_action(__("Import"), function () {
|
||||
frappe.call({
|
||||
return frappe.call({
|
||||
method: "erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.import_coa",
|
||||
args: {
|
||||
file_name: frm.doc.import_file,
|
||||
@ -114,7 +116,7 @@ var create_import_button = function(frm) {
|
||||
freeze: true,
|
||||
freeze_message: __("Creating Accounts..."),
|
||||
callback: function(r) {
|
||||
if(!r.exc) {
|
||||
if (!r.exc) {
|
||||
clearInterval(frm.page["interval"]);
|
||||
frm.page.set_indicator(__('Import Successful'), 'blue');
|
||||
create_reset_button(frm);
|
||||
@ -132,26 +134,45 @@ var create_reset_button = function(frm) {
|
||||
}).addClass('btn btn-primary');
|
||||
};
|
||||
|
||||
var generate_tree_preview = function(frm) {
|
||||
var validate_coa = function(frm) {
|
||||
if (frm.doc.import_file) {
|
||||
let parent = __('All Accounts');
|
||||
$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper to load new data
|
||||
|
||||
// generate tree structure based on the csv data
|
||||
new frappe.ui.Tree({
|
||||
parent: $(frm.fields_dict['chart_tree'].wrapper),
|
||||
label: parent,
|
||||
expandable: true,
|
||||
method: 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.get_coa',
|
||||
args: {
|
||||
return frappe.call({
|
||||
'method': 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.get_coa',
|
||||
'args': {
|
||||
file_name: frm.doc.import_file,
|
||||
parent: parent,
|
||||
doctype: 'Chart of Accounts Importer',
|
||||
file_type: frm.doc.file_type
|
||||
file_type: frm.doc.file_type,
|
||||
for_validate: 1
|
||||
},
|
||||
onclick: function(node) {
|
||||
parent = node.value;
|
||||
callback: function(r) {
|
||||
if (r.message['show_import_button']) {
|
||||
frm.page['show_import_button'] = Boolean(r.message['show_import_button']);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
var generate_tree_preview = function(frm) {
|
||||
let parent = __('All Accounts');
|
||||
$(frm.fields_dict['chart_tree'].wrapper).empty(); // empty wrapper to load new data
|
||||
|
||||
// generate tree structure based on the csv data
|
||||
return new frappe.ui.Tree({
|
||||
parent: $(frm.fields_dict['chart_tree'].wrapper),
|
||||
label: parent,
|
||||
expandable: true,
|
||||
method: 'erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.get_coa',
|
||||
args: {
|
||||
file_name: frm.doc.import_file,
|
||||
parent: parent,
|
||||
doctype: 'Chart of Accounts Importer',
|
||||
file_type: frm.doc.file_type
|
||||
},
|
||||
onclick: function(node) {
|
||||
parent = node.value;
|
||||
}
|
||||
});
|
||||
};
|
||||
|
@ -25,7 +25,9 @@ from erpnext.accounts.doctype.account.chart_of_accounts.chart_of_accounts import
|
||||
|
||||
|
||||
class ChartofAccountsImporter(Document):
|
||||
pass
|
||||
def validate(self):
|
||||
if self.import_file:
|
||||
get_coa('Chart of Accounts Importer', 'All Accounts', file_name=self.import_file, for_validate=1)
|
||||
|
||||
def validate_columns(data):
|
||||
if not data:
|
||||
@ -34,7 +36,8 @@ def validate_columns(data):
|
||||
no_of_columns = max([len(d) for d in data])
|
||||
|
||||
if no_of_columns > 7:
|
||||
frappe.throw(_('More columns found than expected. Please compare the uploaded file with standard template'))
|
||||
frappe.throw(_('More columns found than expected. Please compare the uploaded file with standard template'),
|
||||
title=(_("Wrong Template")))
|
||||
|
||||
@frappe.whitelist()
|
||||
def validate_company(company):
|
||||
@ -64,6 +67,7 @@ def import_coa(file_name, company):
|
||||
else:
|
||||
data = generate_data_from_excel(file_doc, extension)
|
||||
|
||||
frappe.local.flags.ignore_root_company_validation = True
|
||||
forest = build_forest(data)
|
||||
create_charts(company, custom_chart=forest)
|
||||
|
||||
@ -128,7 +132,7 @@ def generate_data_from_excel(file_doc, extension, as_dict=False):
|
||||
return data
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_coa(doctype, parent, is_root=False, file_name=None):
|
||||
def get_coa(doctype, parent, is_root=False, file_name=None, for_validate=0):
|
||||
''' called by tree view (to fetch node's children) '''
|
||||
|
||||
file_doc, extension = get_file(file_name)
|
||||
@ -140,14 +144,20 @@ def get_coa(doctype, parent, is_root=False, file_name=None):
|
||||
data = generate_data_from_excel(file_doc, extension)
|
||||
|
||||
validate_columns(data)
|
||||
validate_accounts(data)
|
||||
forest = build_forest(data)
|
||||
accounts = build_tree_from_json("", chart_data=forest) # returns alist of dict in a tree render-able form
|
||||
validate_accounts(file_doc, extension)
|
||||
|
||||
# filter out to show data for the selected node only
|
||||
accounts = [d for d in accounts if d['parent_account']==parent]
|
||||
if not for_validate:
|
||||
forest = build_forest(data)
|
||||
accounts = build_tree_from_json("", chart_data=forest) # returns a list of dict in a tree render-able form
|
||||
|
||||
return accounts
|
||||
# filter out to show data for the selected node only
|
||||
accounts = [d for d in accounts if d['parent_account']==parent]
|
||||
|
||||
return accounts
|
||||
else:
|
||||
return {
|
||||
'show_import_button': 1
|
||||
}
|
||||
|
||||
def build_forest(data):
|
||||
'''
|
||||
@ -304,10 +314,7 @@ def get_sample_template(writer):
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def validate_accounts(file_name):
|
||||
|
||||
file_doc, extension = get_file(file_name)
|
||||
|
||||
def validate_accounts(file_doc, extension):
|
||||
if extension == 'csv':
|
||||
accounts = generate_data_from_csv(file_doc, as_dict=True)
|
||||
else:
|
||||
@ -326,8 +333,6 @@ def validate_accounts(file_name):
|
||||
|
||||
validate_root(accounts_dict)
|
||||
|
||||
validate_account_types(accounts_dict)
|
||||
|
||||
return [True, len(accounts)]
|
||||
|
||||
def validate_root(accounts):
|
||||
@ -340,9 +345,19 @@ def validate_root(accounts):
|
||||
elif account.get("root_type") not in get_root_types() and account.get("account_name"):
|
||||
error_messages.append(_("Root Type for {0} must be one of the Asset, Liability, Income, Expense and Equity").format(account.get("account_name")))
|
||||
|
||||
validate_missing_roots(roots)
|
||||
|
||||
if error_messages:
|
||||
frappe.throw("<br>".join(error_messages))
|
||||
|
||||
def validate_missing_roots(roots):
|
||||
root_types_added = set(d.get('root_type') for d in roots)
|
||||
|
||||
missing = list(set(get_root_types()) - root_types_added)
|
||||
|
||||
if missing:
|
||||
frappe.throw(_("Please add Root Account for - {0}").format(' , '.join(missing)))
|
||||
|
||||
def get_root_types():
|
||||
return ('Asset', 'Liability', 'Expense', 'Income', 'Equity')
|
||||
|
||||
@ -368,15 +383,6 @@ def get_mandatory_account_types():
|
||||
{'account_type': 'Stock', 'root_type': 'Asset'}
|
||||
]
|
||||
|
||||
|
||||
def validate_account_types(accounts):
|
||||
account_types_for_ledger = ["Cost of Goods Sold", "Depreciation", "Fixed Asset", "Payable", "Receivable", "Stock Adjustment"]
|
||||
account_types = [accounts[d]["account_type"] for d in accounts if not cint(accounts[d]['is_group']) == 1]
|
||||
|
||||
missing = list(set(account_types_for_ledger) - set(account_types))
|
||||
if missing:
|
||||
frappe.throw(_("Please identify/create Account (Ledger) for type - {0}").format(' , '.join(missing)))
|
||||
|
||||
def unset_existing_data(company):
|
||||
linked = frappe.db.sql('''select fieldname from tabDocField
|
||||
where fieldtype="Link" and options="Account" and parent="Company"''', as_dict=True)
|
||||
|
@ -1,63 +1,33 @@
|
||||
{
|
||||
"allow_copy": 0,
|
||||
"allow_import": 0,
|
||||
"allow_rename": 0,
|
||||
"beta": 0,
|
||||
"creation": "2014-10-02 13:35:44.155278",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "Setup",
|
||||
"editable_grid": 1,
|
||||
"actions": [],
|
||||
"creation": "2014-10-02 13:35:44.155278",
|
||||
"doctype": "DocType",
|
||||
"document_type": "Setup",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"company"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"fieldname": "company",
|
||||
"fieldtype": "Link",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_list_view": 1,
|
||||
"label": "Company",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "Company",
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
"fieldname": "company",
|
||||
"fieldtype": "Link",
|
||||
"ignore_user_permissions": 1,
|
||||
"in_list_view": 1,
|
||||
"label": "Company",
|
||||
"options": "Company"
|
||||
}
|
||||
],
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"idx": 0,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 1,
|
||||
"max_attachments": 0,
|
||||
"modified": "2016-07-11 03:28:00.505946",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Fiscal Year Company",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [],
|
||||
"quick_entry": 0,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_seen": 0
|
||||
],
|
||||
"index_web_pages_for_search": 1,
|
||||
"istable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-09-28 18:01:53.495929",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Fiscal Year Company",
|
||||
"owner": "Administrator",
|
||||
"permissions": [],
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1
|
||||
}
|
@ -16,7 +16,7 @@ class LoyaltyPointEntry(Document):
|
||||
|
||||
def get_loyalty_point_entries(customer, loyalty_program, company, expiry_date=None):
|
||||
if not expiry_date:
|
||||
date = today()
|
||||
expiry_date = today()
|
||||
|
||||
return frappe.db.sql('''
|
||||
select name, loyalty_points, expiry_date, loyalty_program_tier, invoice_type, invoice
|
||||
|
@ -390,6 +390,9 @@ class PaymentEntry(AccountsController):
|
||||
invoice_paid_amount_map[invoice_key]['discounted_amt'] = ref.total_amount * (term.discount / 100)
|
||||
|
||||
for key, allocated_amount in iteritems(invoice_payment_amount_map):
|
||||
if not invoice_paid_amount_map.get(key):
|
||||
frappe.throw(_('Payment term {0} not used in {1}').format(key[0], key[1]))
|
||||
|
||||
outstanding = flt(invoice_paid_amount_map.get(key, {}).get('outstanding'))
|
||||
discounted_amt = flt(invoice_paid_amount_map.get(key, {}).get('discounted_amt'))
|
||||
|
||||
@ -502,12 +505,13 @@ class PaymentEntry(AccountsController):
|
||||
|
||||
def validate_received_amount(self):
|
||||
if self.paid_from_account_currency == self.paid_to_account_currency:
|
||||
if self.paid_amount != self.received_amount:
|
||||
if self.paid_amount < self.received_amount:
|
||||
frappe.throw(_("Received Amount cannot be greater than Paid Amount"))
|
||||
|
||||
def set_received_amount(self):
|
||||
self.base_received_amount = self.base_paid_amount
|
||||
if self.paid_from_account_currency == self.paid_to_account_currency:
|
||||
if self.paid_from_account_currency == self.paid_to_account_currency \
|
||||
and not self.payment_type == 'Internal Transfer':
|
||||
self.received_amount = self.paid_amount
|
||||
|
||||
def set_amounts_after_tax(self):
|
||||
@ -709,10 +713,14 @@ class PaymentEntry(AccountsController):
|
||||
dr_or_cr = "credit" if erpnext.get_party_account_type(self.party_type) == 'Receivable' else "debit"
|
||||
|
||||
for d in self.get("references"):
|
||||
cost_center = self.cost_center
|
||||
if d.reference_doctype == "Sales Invoice" and not cost_center:
|
||||
cost_center = frappe.db.get_value(d.reference_doctype, d.reference_name, "cost_center")
|
||||
gle = party_gl_dict.copy()
|
||||
gle.update({
|
||||
"against_voucher_type": d.reference_doctype,
|
||||
"against_voucher": d.reference_name
|
||||
"against_voucher": d.reference_name,
|
||||
"cost_center": cost_center
|
||||
})
|
||||
|
||||
allocated_amount_in_company_currency = flt(flt(d.allocated_amount) * flt(d.exchange_rate),
|
||||
|
@ -52,21 +52,35 @@ erpnext.accounts.PaymentReconciliationController = class PaymentReconciliationCo
|
||||
|
||||
refresh() {
|
||||
this.frm.disable_save();
|
||||
this.frm.set_df_property('invoices', 'cannot_delete_rows', true);
|
||||
this.frm.set_df_property('payments', 'cannot_delete_rows', true);
|
||||
this.frm.set_df_property('allocation', 'cannot_delete_rows', true);
|
||||
|
||||
this.frm.set_df_property('invoices', 'cannot_add_rows', true);
|
||||
this.frm.set_df_property('payments', 'cannot_add_rows', true);
|
||||
this.frm.set_df_property('allocation', 'cannot_add_rows', true);
|
||||
|
||||
|
||||
if (this.frm.doc.receivable_payable_account) {
|
||||
this.frm.add_custom_button(__('Get Unreconciled Entries'), () =>
|
||||
this.frm.trigger("get_unreconciled_entries")
|
||||
);
|
||||
this.frm.change_custom_button_type('Get Unreconciled Entries', null, 'primary');
|
||||
}
|
||||
if (this.frm.doc.invoices.length && this.frm.doc.payments.length) {
|
||||
this.frm.add_custom_button(__('Allocate'), () =>
|
||||
this.frm.trigger("allocate")
|
||||
);
|
||||
this.frm.change_custom_button_type('Allocate', null, 'primary');
|
||||
this.frm.change_custom_button_type('Get Unreconciled Entries', null, 'default');
|
||||
}
|
||||
if (this.frm.doc.allocation.length) {
|
||||
this.frm.add_custom_button(__('Reconcile'), () =>
|
||||
this.frm.trigger("reconcile")
|
||||
);
|
||||
this.frm.change_custom_button_type('Reconcile', null, 'primary');
|
||||
this.frm.change_custom_button_type('Get Unreconciled Entries', null, 'default');
|
||||
this.frm.change_custom_button_type('Allocate', null, 'default');
|
||||
}
|
||||
}
|
||||
|
||||
|
@ -12,15 +12,16 @@
|
||||
"receivable_payable_account",
|
||||
"col_break1",
|
||||
"from_invoice_date",
|
||||
"to_invoice_date",
|
||||
"minimum_invoice_amount",
|
||||
"maximum_invoice_amount",
|
||||
"invoice_limit",
|
||||
"column_break_13",
|
||||
"from_payment_date",
|
||||
"to_payment_date",
|
||||
"minimum_invoice_amount",
|
||||
"minimum_payment_amount",
|
||||
"column_break_11",
|
||||
"to_invoice_date",
|
||||
"to_payment_date",
|
||||
"maximum_invoice_amount",
|
||||
"maximum_payment_amount",
|
||||
"column_break_13",
|
||||
"invoice_limit",
|
||||
"payment_limit",
|
||||
"bank_cash_account",
|
||||
"sec_break1",
|
||||
@ -79,6 +80,7 @@
|
||||
},
|
||||
{
|
||||
"depends_on": "eval:(doc.payments).length || (doc.invoices).length",
|
||||
"description": "If you need to reconcile particular transactions against each other, then please select accordingly. If not, all the transactions will be allocated in FIFO order.",
|
||||
"fieldname": "sec_break1",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Unreconciled Entries"
|
||||
@ -163,6 +165,7 @@
|
||||
"label": "Maximum Payment Amount"
|
||||
},
|
||||
{
|
||||
"description": "System will fetch all the entries if limit value is zero.",
|
||||
"fieldname": "payment_limit",
|
||||
"fieldtype": "Int",
|
||||
"label": "Payment Limit"
|
||||
@ -171,13 +174,17 @@
|
||||
"fieldname": "maximum_invoice_amount",
|
||||
"fieldtype": "Currency",
|
||||
"label": "Maximum Invoice Amount"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_11",
|
||||
"fieldtype": "Column Break"
|
||||
}
|
||||
],
|
||||
"hide_toolbar": 1,
|
||||
"icon": "icon-resize-horizontal",
|
||||
"issingle": 1,
|
||||
"links": [],
|
||||
"modified": "2021-08-30 13:05:51.977861",
|
||||
"modified": "2021-10-04 20:27:11.114194",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Payment Reconciliation",
|
||||
|
@ -14,8 +14,8 @@
|
||||
"section_break_6",
|
||||
"allocated_amount",
|
||||
"unreconciled_amount",
|
||||
"amount",
|
||||
"column_break_8",
|
||||
"amount",
|
||||
"is_advance",
|
||||
"section_break_5",
|
||||
"difference_amount",
|
||||
@ -127,12 +127,13 @@
|
||||
"fieldname": "reference_row",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 1,
|
||||
"label": "Reference Row"
|
||||
"label": "Reference Row",
|
||||
"read_only": 1
|
||||
}
|
||||
],
|
||||
"istable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-09-20 17:23:09.455803",
|
||||
"modified": "2021-10-06 11:48:59.616562",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Payment Reconciliation Allocation",
|
||||
|
@ -33,7 +33,9 @@ class TestPOSProfile(unittest.TestCase):
|
||||
|
||||
frappe.db.sql("delete from `tabPOS Profile`")
|
||||
|
||||
def get_customers_list(pos_profile={}):
|
||||
def get_customers_list(pos_profile=None):
|
||||
if pos_profile is None:
|
||||
pos_profile = {}
|
||||
cond = "1=1"
|
||||
customer_groups = []
|
||||
if pos_profile.get('customer_groups'):
|
||||
|
@ -7,10 +7,8 @@ from __future__ import unicode_literals
|
||||
import unittest
|
||||
|
||||
import frappe
|
||||
from frappe import MandatoryError
|
||||
|
||||
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
|
||||
from erpnext.healthcare.doctype.lab_test_template.lab_test_template import make_item_price
|
||||
from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_order
|
||||
from erpnext.stock.doctype.item.test_item import make_item
|
||||
from erpnext.stock.get_item_details import get_item_details
|
||||
@ -623,3 +621,12 @@ def delete_existing_pricing_rules():
|
||||
"Pricing Rule Item Group", "Pricing Rule Brand"]:
|
||||
|
||||
frappe.db.sql("delete from `tab{0}`".format(doctype))
|
||||
|
||||
|
||||
def make_item_price(item, price_list_name, item_price):
|
||||
frappe.get_doc({
|
||||
'doctype': 'Item Price',
|
||||
'price_list': price_list_name,
|
||||
'item_code': item,
|
||||
'price_list_rate': item_price
|
||||
}).insert(ignore_permissions=True, ignore_mandatory=True)
|
||||
|
@ -398,7 +398,9 @@ def get_qty_and_rate_for_other_item(doc, pr_doc, pricing_rules):
|
||||
pricing_rules[0].apply_rule_on_other_items = items
|
||||
return pricing_rules
|
||||
|
||||
def get_qty_amount_data_for_cumulative(pr_doc, doc, items=[]):
|
||||
def get_qty_amount_data_for_cumulative(pr_doc, doc, items=None):
|
||||
if items is None:
|
||||
items = []
|
||||
sum_qty, sum_amt = [0, 0]
|
||||
doctype = doc.get('parenttype') or doc.doctype
|
||||
|
||||
|
@ -69,7 +69,9 @@ class PromotionalScheme(Document):
|
||||
{'promotional_scheme': self.name}):
|
||||
frappe.delete_doc('Pricing Rule', rule.name)
|
||||
|
||||
def get_pricing_rules(doc, rules = {}):
|
||||
def get_pricing_rules(doc, rules=None):
|
||||
if rules is None:
|
||||
rules = {}
|
||||
new_doc = []
|
||||
for child_doc, fields in {'price_discount_slabs': price_discount_fields,
|
||||
'product_discount_slabs': product_discount_fields}.items():
|
||||
@ -78,7 +80,9 @@ def get_pricing_rules(doc, rules = {}):
|
||||
|
||||
return new_doc
|
||||
|
||||
def _get_pricing_rules(doc, child_doc, discount_fields, rules = {}):
|
||||
def _get_pricing_rules(doc, child_doc, discount_fields, rules=None):
|
||||
if rules is None:
|
||||
rules = {}
|
||||
new_doc = []
|
||||
args = get_args_for_pricing_rule(doc)
|
||||
applicable_for = frappe.scrub(doc.get('applicable_for'))
|
||||
|
@ -149,16 +149,18 @@
|
||||
"cb_17",
|
||||
"hold_comment",
|
||||
"more_info",
|
||||
"status",
|
||||
"inter_company_invoice_reference",
|
||||
"represents_company",
|
||||
"column_break_147",
|
||||
"is_internal_supplier",
|
||||
"accounting_details_section",
|
||||
"credit_to",
|
||||
"party_account_currency",
|
||||
"is_opening",
|
||||
"against_expense_account",
|
||||
"column_break_63",
|
||||
"unrealized_profit_loss_account",
|
||||
"status",
|
||||
"inter_company_invoice_reference",
|
||||
"is_internal_supplier",
|
||||
"represents_company",
|
||||
"remarks",
|
||||
"subscription_section",
|
||||
"from_date",
|
||||
@ -1171,6 +1173,15 @@
|
||||
"options": "fa fa-file-text",
|
||||
"print_hide": 1
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"fetch_from": "supplier.is_internal_supplier",
|
||||
"fieldname": "is_internal_supplier",
|
||||
"fieldtype": "Check",
|
||||
"ignore_user_permissions": 1,
|
||||
"label": "Is Internal Supplier",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "credit_to",
|
||||
"fieldtype": "Link",
|
||||
@ -1196,7 +1207,7 @@
|
||||
"default": "No",
|
||||
"fieldname": "is_opening",
|
||||
"fieldtype": "Select",
|
||||
"label": "Is Opening",
|
||||
"label": "Is Opening Entry",
|
||||
"oldfieldname": "is_opening",
|
||||
"oldfieldtype": "Select",
|
||||
"options": "No\nYes",
|
||||
@ -1298,14 +1309,6 @@
|
||||
"fieldname": "dimension_col_break",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"fetch_from": "supplier.is_internal_supplier",
|
||||
"fieldname": "is_internal_supplier",
|
||||
"fieldtype": "Check",
|
||||
"label": "Is Internal Supplier",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "tax_withholding_category",
|
||||
"fieldtype": "Link",
|
||||
@ -1394,13 +1397,24 @@
|
||||
"hidden": 1,
|
||||
"label": "Ignore Default Payment Terms Template",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"collapsible": 1,
|
||||
"fieldname": "accounting_details_section",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Accounting Details",
|
||||
"print_hide": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_147",
|
||||
"fieldtype": "Column Break"
|
||||
}
|
||||
],
|
||||
"icon": "fa fa-file-text",
|
||||
"idx": 204,
|
||||
"is_submittable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-09-21 09:27:39.967811",
|
||||
"modified": "2021-10-12 20:55:16.145651",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Purchase Invoice",
|
||||
|
@ -453,7 +453,7 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
|
||||
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);
|
||||
frm.trigger("calculate_timesheet_totals");
|
||||
}
|
||||
}
|
||||
};
|
||||
@ -725,19 +725,6 @@ frappe.ui.form.on('Sales Invoice', {
|
||||
}
|
||||
},
|
||||
|
||||
project: function(frm){
|
||||
if (!frm.doc.is_return) {
|
||||
frm.call({
|
||||
method: "add_timesheet_data",
|
||||
doc: frm.doc,
|
||||
callback: function(r, rt) {
|
||||
refresh_field(['timesheets'])
|
||||
}
|
||||
})
|
||||
frm.refresh();
|
||||
}
|
||||
},
|
||||
|
||||
onload: function(frm) {
|
||||
frm.redemption_conversion_factor = null;
|
||||
},
|
||||
@ -848,25 +835,92 @@ frappe.ui.form.on('Sales Invoice', {
|
||||
}
|
||||
},
|
||||
|
||||
add_timesheet_row: function(frm, row, exchange_rate) {
|
||||
frm.add_child('timesheets', {
|
||||
'activity_type': row.activity_type,
|
||||
'description': row.description,
|
||||
'time_sheet': row.parent,
|
||||
'billing_hours': row.billing_hours,
|
||||
'billing_amount': flt(row.billing_amount) * flt(exchange_rate),
|
||||
'timesheet_detail': row.name,
|
||||
'project_name': row.project_name
|
||||
project: function(frm) {
|
||||
if (frm.doc.project) {
|
||||
frm.events.add_timesheet_data(frm, {
|
||||
project: frm.doc.project
|
||||
});
|
||||
}
|
||||
},
|
||||
|
||||
async add_timesheet_data(frm, kwargs) {
|
||||
if (kwargs === "Sales Invoice") {
|
||||
// called via frm.trigger()
|
||||
kwargs = Object();
|
||||
}
|
||||
|
||||
if (!kwargs.hasOwnProperty("project") && frm.doc.project) {
|
||||
kwargs.project = frm.doc.project;
|
||||
}
|
||||
|
||||
const timesheets = await frm.events.get_timesheet_data(frm, kwargs);
|
||||
return frm.events.set_timesheet_data(frm, timesheets);
|
||||
},
|
||||
|
||||
async get_timesheet_data(frm, kwargs) {
|
||||
return frappe.call({
|
||||
method: "erpnext.projects.doctype.timesheet.timesheet.get_projectwise_timesheet_data",
|
||||
args: kwargs
|
||||
}).then(r => {
|
||||
if (!r.exc && r.message.length > 0) {
|
||||
return r.message
|
||||
} else {
|
||||
return []
|
||||
}
|
||||
});
|
||||
frm.refresh_field('timesheets');
|
||||
calculate_total_billing_amount(frm);
|
||||
},
|
||||
|
||||
set_timesheet_data: function(frm, timesheets) {
|
||||
frm.clear_table("timesheets")
|
||||
timesheets.forEach(timesheet => {
|
||||
if (frm.doc.currency != timesheet.currency) {
|
||||
frappe.call({
|
||||
method: "erpnext.setup.utils.get_exchange_rate",
|
||||
args: {
|
||||
from_currency: timesheet.currency,
|
||||
to_currency: frm.doc.currency
|
||||
},
|
||||
callback: function(r) {
|
||||
if (r.message) {
|
||||
exchange_rate = r.message;
|
||||
frm.events.append_time_log(frm, timesheet, exchange_rate);
|
||||
}
|
||||
}
|
||||
});
|
||||
} else {
|
||||
frm.events.append_time_log(frm, timesheet, 1.0);
|
||||
}
|
||||
});
|
||||
},
|
||||
|
||||
append_time_log: function(frm, time_log, exchange_rate) {
|
||||
const row = frm.add_child("timesheets");
|
||||
row.activity_type = time_log.activity_type;
|
||||
row.description = time_log.description;
|
||||
row.time_sheet = time_log.time_sheet;
|
||||
row.from_time = time_log.from_time;
|
||||
row.to_time = time_log.to_time;
|
||||
row.billing_hours = time_log.billing_hours;
|
||||
row.billing_amount = flt(time_log.billing_amount) * flt(exchange_rate);
|
||||
row.timesheet_detail = time_log.name;
|
||||
row.project_name = time_log.project_name;
|
||||
|
||||
frm.refresh_field("timesheets");
|
||||
frm.trigger("calculate_timesheet_totals");
|
||||
},
|
||||
|
||||
calculate_timesheet_totals: function(frm) {
|
||||
frm.set_value("total_billing_amount",
|
||||
frm.doc.timesheets.reduce((a, b) => a + (b["billing_amount"] || 0.0), 0.0));
|
||||
frm.set_value("total_billing_hours",
|
||||
frm.doc.timesheets.reduce((a, b) => a + (b["billing_hours"] || 0.0), 0.0));
|
||||
},
|
||||
|
||||
refresh: function(frm) {
|
||||
if (frm.doc.docstatus===0 && !frm.doc.is_return) {
|
||||
frm.add_custom_button(__('Fetch Timesheet'), function() {
|
||||
frm.add_custom_button(__("Fetch Timesheet"), function() {
|
||||
let d = new frappe.ui.Dialog({
|
||||
title: __('Fetch Timesheet'),
|
||||
title: __("Fetch Timesheet"),
|
||||
fields: [
|
||||
{
|
||||
"label" : __("From"),
|
||||
@ -875,8 +929,8 @@ frappe.ui.form.on('Sales Invoice', {
|
||||
"reqd": 1,
|
||||
},
|
||||
{
|
||||
fieldtype: 'Column Break',
|
||||
fieldname: 'col_break_1',
|
||||
fieldtype: "Column Break",
|
||||
fieldname: "col_break_1",
|
||||
},
|
||||
{
|
||||
"label" : __("To"),
|
||||
@ -893,48 +947,18 @@ frappe.ui.form.on('Sales Invoice', {
|
||||
},
|
||||
],
|
||||
primary_action: function() {
|
||||
let data = d.get_values();
|
||||
frappe.call({
|
||||
method: "erpnext.projects.doctype.timesheet.timesheet.get_projectwise_timesheet_data",
|
||||
args: {
|
||||
from_time: data.from_time,
|
||||
to_time: data.to_time,
|
||||
project: data.project
|
||||
},
|
||||
callback: function(r) {
|
||||
if (!r.exc && r.message.length > 0) {
|
||||
frm.clear_table('timesheets')
|
||||
r.message.forEach((d) => {
|
||||
let exchange_rate = 1.0;
|
||||
if (frm.doc.currency != d.currency) {
|
||||
frappe.call({
|
||||
method: 'erpnext.setup.utils.get_exchange_rate',
|
||||
args: {
|
||||
from_currency: d.currency,
|
||||
to_currency: frm.doc.currency
|
||||
},
|
||||
callback: function(r) {
|
||||
if (r.message) {
|
||||
exchange_rate = r.message;
|
||||
frm.events.add_timesheet_row(frm, d, exchange_rate);
|
||||
}
|
||||
}
|
||||
});
|
||||
} else {
|
||||
frm.events.add_timesheet_row(frm, d, exchange_rate);
|
||||
}
|
||||
});
|
||||
} else {
|
||||
frappe.msgprint(__('No Timesheets found with the selected filters.'))
|
||||
}
|
||||
d.hide();
|
||||
}
|
||||
const data = d.get_values();
|
||||
frm.events.add_timesheet_data(frm, {
|
||||
from_time: data.from_time,
|
||||
to_time: data.to_time,
|
||||
project: data.project
|
||||
});
|
||||
d.hide();
|
||||
},
|
||||
primary_action_label: __('Get Timesheets')
|
||||
primary_action_label: __("Get Timesheets")
|
||||
});
|
||||
d.show();
|
||||
})
|
||||
});
|
||||
}
|
||||
|
||||
if (frm.doc.is_debit_note) {
|
||||
@ -967,26 +991,20 @@ frappe.ui.form.on('Sales Invoice', {
|
||||
frm: frm
|
||||
});
|
||||
},
|
||||
|
||||
create_dunning: function(frm) {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.accounts.doctype.sales_invoice.sales_invoice.create_dunning",
|
||||
frm: frm
|
||||
});
|
||||
}
|
||||
})
|
||||
});
|
||||
|
||||
var calculate_total_billing_amount = function(frm) {
|
||||
var doc = frm.doc;
|
||||
|
||||
doc.total_billing_amount = 0.0
|
||||
if (doc.timesheets) {
|
||||
doc.timesheets.forEach((d) => {
|
||||
doc.total_billing_amount += flt(d.billing_amount)
|
||||
});
|
||||
frappe.ui.form.on("Sales Invoice Timesheet", {
|
||||
timesheets_remove(frm) {
|
||||
frm.trigger("calculate_timesheet_totals");
|
||||
}
|
||||
|
||||
refresh_field('total_billing_amount')
|
||||
}
|
||||
});
|
||||
|
||||
var set_timesheet_detail_rate = function(cdt, cdn, currency, timelog) {
|
||||
frappe.call({
|
||||
@ -1033,276 +1051,3 @@ var select_loyalty_program = function(frm, loyalty_programs) {
|
||||
|
||||
dialog.show();
|
||||
}
|
||||
|
||||
// Healthcare
|
||||
var get_healthcare_services_to_invoice = function(frm) {
|
||||
var me = this;
|
||||
let selected_patient = '';
|
||||
var dialog = new frappe.ui.Dialog({
|
||||
title: __("Get Items from Healthcare Services"),
|
||||
fields:[
|
||||
{
|
||||
fieldtype: 'Link',
|
||||
options: 'Patient',
|
||||
label: 'Patient',
|
||||
fieldname: "patient",
|
||||
reqd: true
|
||||
},
|
||||
{ fieldtype: 'Section Break' },
|
||||
{ fieldtype: 'HTML', fieldname: 'results_area' }
|
||||
]
|
||||
});
|
||||
var $wrapper;
|
||||
var $results;
|
||||
var $placeholder;
|
||||
dialog.set_values({
|
||||
'patient': frm.doc.patient
|
||||
});
|
||||
dialog.fields_dict["patient"].df.onchange = () => {
|
||||
var patient = dialog.fields_dict.patient.input.value;
|
||||
if(patient && patient!=selected_patient){
|
||||
selected_patient = patient;
|
||||
var method = "erpnext.healthcare.utils.get_healthcare_services_to_invoice";
|
||||
var args = {patient: patient, company: frm.doc.company};
|
||||
var columns = (["service", "reference_name", "reference_type"]);
|
||||
get_healthcare_items(frm, true, $results, $placeholder, method, args, columns);
|
||||
}
|
||||
else if(!patient){
|
||||
selected_patient = '';
|
||||
$results.empty();
|
||||
$results.append($placeholder);
|
||||
}
|
||||
}
|
||||
$wrapper = dialog.fields_dict.results_area.$wrapper.append(`<div class="results"
|
||||
style="border: 1px solid #d1d8dd; border-radius: 3px; height: 300px; overflow: auto;"></div>`);
|
||||
$results = $wrapper.find('.results');
|
||||
$placeholder = $(`<div class="multiselect-empty-state">
|
||||
<span class="text-center" style="margin-top: -40px;">
|
||||
<i class="fa fa-2x fa-heartbeat text-extra-muted"></i>
|
||||
<p class="text-extra-muted">No billable Healthcare Services found</p>
|
||||
</span>
|
||||
</div>`);
|
||||
$results.on('click', '.list-item--head :checkbox', (e) => {
|
||||
$results.find('.list-item-container .list-row-check')
|
||||
.prop("checked", ($(e.target).is(':checked')));
|
||||
});
|
||||
set_primary_action(frm, dialog, $results, true);
|
||||
dialog.show();
|
||||
};
|
||||
|
||||
var get_healthcare_items = function(frm, invoice_healthcare_services, $results, $placeholder, method, args, columns) {
|
||||
var me = this;
|
||||
$results.empty();
|
||||
frappe.call({
|
||||
method: method,
|
||||
args: args,
|
||||
callback: function(data) {
|
||||
if(data.message){
|
||||
$results.append(make_list_row(columns, invoice_healthcare_services));
|
||||
for(let i=0; i<data.message.length; i++){
|
||||
$results.append(make_list_row(columns, invoice_healthcare_services, data.message[i]));
|
||||
}
|
||||
}else {
|
||||
$results.append($placeholder);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
var make_list_row= function(columns, invoice_healthcare_services, result={}) {
|
||||
var me = this;
|
||||
// Make a head row by default (if result not passed)
|
||||
let head = Object.keys(result).length === 0;
|
||||
let contents = ``;
|
||||
columns.forEach(function(column) {
|
||||
contents += `<div class="list-item__content ellipsis">
|
||||
${
|
||||
head ? `<span class="ellipsis">${__(frappe.model.unscrub(column))}</span>`
|
||||
|
||||
:(column !== "name" ? `<span class="ellipsis">${__(result[column])}</span>`
|
||||
: `<a class="list-id ellipsis">
|
||||
${__(result[column])}</a>`)
|
||||
}
|
||||
</div>`;
|
||||
})
|
||||
|
||||
let $row = $(`<div class="list-item">
|
||||
<div class="list-item__content" style="flex: 0 0 10px;">
|
||||
<input type="checkbox" class="list-row-check" ${result.checked ? 'checked' : ''}>
|
||||
</div>
|
||||
${contents}
|
||||
</div>`);
|
||||
|
||||
$row = list_row_data_items(head, $row, result, invoice_healthcare_services);
|
||||
return $row;
|
||||
};
|
||||
|
||||
var set_primary_action= function(frm, dialog, $results, invoice_healthcare_services) {
|
||||
var me = this;
|
||||
dialog.set_primary_action(__('Add'), function() {
|
||||
let checked_values = get_checked_values($results);
|
||||
if(checked_values.length > 0){
|
||||
if(invoice_healthcare_services) {
|
||||
frm.set_value("patient", dialog.fields_dict.patient.input.value);
|
||||
}
|
||||
frm.set_value("items", []);
|
||||
add_to_item_line(frm, checked_values, invoice_healthcare_services);
|
||||
dialog.hide();
|
||||
}
|
||||
else{
|
||||
if(invoice_healthcare_services){
|
||||
frappe.msgprint(__("Please select Healthcare Service"));
|
||||
}
|
||||
else{
|
||||
frappe.msgprint(__("Please select Drug"));
|
||||
}
|
||||
}
|
||||
});
|
||||
};
|
||||
|
||||
var get_checked_values= function($results) {
|
||||
return $results.find('.list-item-container').map(function() {
|
||||
let checked_values = {};
|
||||
if ($(this).find('.list-row-check:checkbox:checked').length > 0 ) {
|
||||
checked_values['dn'] = $(this).attr('data-dn');
|
||||
checked_values['dt'] = $(this).attr('data-dt');
|
||||
checked_values['item'] = $(this).attr('data-item');
|
||||
if($(this).attr('data-rate') != 'undefined'){
|
||||
checked_values['rate'] = $(this).attr('data-rate');
|
||||
}
|
||||
else{
|
||||
checked_values['rate'] = false;
|
||||
}
|
||||
if($(this).attr('data-income-account') != 'undefined'){
|
||||
checked_values['income_account'] = $(this).attr('data-income-account');
|
||||
}
|
||||
else{
|
||||
checked_values['income_account'] = false;
|
||||
}
|
||||
if($(this).attr('data-qty') != 'undefined'){
|
||||
checked_values['qty'] = $(this).attr('data-qty');
|
||||
}
|
||||
else{
|
||||
checked_values['qty'] = false;
|
||||
}
|
||||
if($(this).attr('data-description') != 'undefined'){
|
||||
checked_values['description'] = $(this).attr('data-description');
|
||||
}
|
||||
else{
|
||||
checked_values['description'] = false;
|
||||
}
|
||||
return checked_values;
|
||||
}
|
||||
}).get();
|
||||
};
|
||||
|
||||
var get_drugs_to_invoice = function(frm) {
|
||||
var me = this;
|
||||
let selected_encounter = '';
|
||||
var dialog = new frappe.ui.Dialog({
|
||||
title: __("Get Items from Prescriptions"),
|
||||
fields:[
|
||||
{ fieldtype: 'Link', options: 'Patient', label: 'Patient', fieldname: "patient", reqd: true },
|
||||
{ fieldtype: 'Link', options: 'Patient Encounter', label: 'Patient Encounter', fieldname: "encounter", reqd: true,
|
||||
description:'Quantity will be calculated only for items which has "Nos" as UoM. You may change as required for each invoice item.',
|
||||
get_query: function(doc) {
|
||||
return {
|
||||
filters: {
|
||||
patient: dialog.get_value("patient"),
|
||||
company: frm.doc.company,
|
||||
docstatus: 1
|
||||
}
|
||||
};
|
||||
}
|
||||
},
|
||||
{ fieldtype: 'Section Break' },
|
||||
{ fieldtype: 'HTML', fieldname: 'results_area' }
|
||||
]
|
||||
});
|
||||
var $wrapper;
|
||||
var $results;
|
||||
var $placeholder;
|
||||
dialog.set_values({
|
||||
'patient': frm.doc.patient,
|
||||
'encounter': ""
|
||||
});
|
||||
dialog.fields_dict["encounter"].df.onchange = () => {
|
||||
var encounter = dialog.fields_dict.encounter.input.value;
|
||||
if(encounter && encounter!=selected_encounter){
|
||||
selected_encounter = encounter;
|
||||
var method = "erpnext.healthcare.utils.get_drugs_to_invoice";
|
||||
var args = {encounter: encounter};
|
||||
var columns = (["drug_code", "quantity", "description"]);
|
||||
get_healthcare_items(frm, false, $results, $placeholder, method, args, columns);
|
||||
}
|
||||
else if(!encounter){
|
||||
selected_encounter = '';
|
||||
$results.empty();
|
||||
$results.append($placeholder);
|
||||
}
|
||||
}
|
||||
$wrapper = dialog.fields_dict.results_area.$wrapper.append(`<div class="results"
|
||||
style="border: 1px solid #d1d8dd; border-radius: 3px; height: 300px; overflow: auto;"></div>`);
|
||||
$results = $wrapper.find('.results');
|
||||
$placeholder = $(`<div class="multiselect-empty-state">
|
||||
<span class="text-center" style="margin-top: -40px;">
|
||||
<i class="fa fa-2x fa-heartbeat text-extra-muted"></i>
|
||||
<p class="text-extra-muted">No Drug Prescription found</p>
|
||||
</span>
|
||||
</div>`);
|
||||
$results.on('click', '.list-item--head :checkbox', (e) => {
|
||||
$results.find('.list-item-container .list-row-check')
|
||||
.prop("checked", ($(e.target).is(':checked')));
|
||||
});
|
||||
set_primary_action(frm, dialog, $results, false);
|
||||
dialog.show();
|
||||
};
|
||||
|
||||
var list_row_data_items = function(head, $row, result, invoice_healthcare_services) {
|
||||
if(invoice_healthcare_services){
|
||||
head ? $row.addClass('list-item--head')
|
||||
: $row = $(`<div class="list-item-container"
|
||||
data-dn= "${result.reference_name}" data-dt= "${result.reference_type}" data-item= "${result.service}"
|
||||
data-rate = ${result.rate}
|
||||
data-income-account = "${result.income_account}"
|
||||
data-qty = ${result.qty}
|
||||
data-description = "${result.description}">
|
||||
</div>`).append($row);
|
||||
}
|
||||
else{
|
||||
head ? $row.addClass('list-item--head')
|
||||
: $row = $(`<div class="list-item-container"
|
||||
data-item= "${result.drug_code}"
|
||||
data-qty = ${result.quantity}
|
||||
data-description = "${result.description}">
|
||||
</div>`).append($row);
|
||||
}
|
||||
return $row
|
||||
};
|
||||
|
||||
var add_to_item_line = function(frm, checked_values, invoice_healthcare_services){
|
||||
if(invoice_healthcare_services){
|
||||
frappe.call({
|
||||
doc: frm.doc,
|
||||
method: "set_healthcare_services",
|
||||
args:{
|
||||
checked_values: checked_values
|
||||
},
|
||||
callback: function() {
|
||||
frm.trigger("validate");
|
||||
frm.refresh_fields();
|
||||
}
|
||||
});
|
||||
}
|
||||
else{
|
||||
for(let i=0; i<checked_values.length; i++){
|
||||
var si_item = frappe.model.add_child(frm.doc, 'Sales Invoice Item', 'items');
|
||||
frappe.model.set_value(si_item.doctype, si_item.name, 'item_code', checked_values[i]['item']);
|
||||
frappe.model.set_value(si_item.doctype, si_item.name, 'qty', 1);
|
||||
if(checked_values[i]['qty'] > 1){
|
||||
frappe.model.set_value(si_item.doctype, si_item.name, 'qty', parseFloat(checked_values[i]['qty']));
|
||||
}
|
||||
}
|
||||
frm.refresh_fields();
|
||||
}
|
||||
};
|
||||
|
@ -74,6 +74,7 @@
|
||||
"time_sheet_list",
|
||||
"timesheets",
|
||||
"total_billing_amount",
|
||||
"total_billing_hours",
|
||||
"section_break_30",
|
||||
"total_qty",
|
||||
"base_total",
|
||||
@ -123,6 +124,13 @@
|
||||
"total_advance",
|
||||
"outstanding_amount",
|
||||
"disable_rounded_total",
|
||||
"column_break4",
|
||||
"write_off_amount",
|
||||
"base_write_off_amount",
|
||||
"write_off_outstanding_amount_automatically",
|
||||
"column_break_74",
|
||||
"write_off_account",
|
||||
"write_off_cost_center",
|
||||
"advances_section",
|
||||
"allocate_advances_automatically",
|
||||
"get_advances",
|
||||
@ -143,13 +151,6 @@
|
||||
"column_break_90",
|
||||
"change_amount",
|
||||
"account_for_change_amount",
|
||||
"column_break4",
|
||||
"write_off_amount",
|
||||
"base_write_off_amount",
|
||||
"write_off_outstanding_amount_automatically",
|
||||
"column_break_74",
|
||||
"write_off_account",
|
||||
"write_off_cost_center",
|
||||
"terms_section_break",
|
||||
"tc_name",
|
||||
"terms",
|
||||
@ -160,14 +161,14 @@
|
||||
"column_break_84",
|
||||
"language",
|
||||
"more_information",
|
||||
"status",
|
||||
"inter_company_invoice_reference",
|
||||
"is_internal_customer",
|
||||
"represents_company",
|
||||
"customer_group",
|
||||
"campaign",
|
||||
"is_discounted",
|
||||
"col_break23",
|
||||
"status",
|
||||
"is_internal_customer",
|
||||
"is_discounted",
|
||||
"source",
|
||||
"more_info",
|
||||
"debit_to",
|
||||
@ -1953,6 +1954,7 @@
|
||||
"fetch_from": "customer.represents_company",
|
||||
"fieldname": "represents_company",
|
||||
"fieldtype": "Link",
|
||||
"ignore_user_permissions": 1,
|
||||
"label": "Represents Company",
|
||||
"options": "Company",
|
||||
"read_only": 1
|
||||
@ -2010,6 +2012,13 @@
|
||||
"hidden": 1,
|
||||
"label": "Ignore Default Payment Terms Template",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "total_billing_hours",
|
||||
"fieldtype": "Float",
|
||||
"label": "Total Billing Hours",
|
||||
"print_hide": 1,
|
||||
"read_only": 1
|
||||
}
|
||||
],
|
||||
"icon": "fa fa-file-text",
|
||||
@ -2022,7 +2031,7 @@
|
||||
"link_fieldname": "consolidated_invoice"
|
||||
}
|
||||
],
|
||||
"modified": "2021-09-21 09:27:50.191854",
|
||||
"modified": "2021-10-11 20:19:38.667508",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Sales Invoice",
|
||||
|
@ -40,7 +40,6 @@ from erpnext.assets.doctype.asset.depreciation import (
|
||||
post_depreciation_entries,
|
||||
)
|
||||
from erpnext.controllers.selling_controller import SellingController
|
||||
from erpnext.healthcare.utils import manage_invoice_submit_cancel
|
||||
from erpnext.projects.doctype.timesheet.timesheet import get_projectwise_timesheet_data
|
||||
from erpnext.setup.doctype.company.company import update_company_current_month_sales
|
||||
from erpnext.stock.doctype.batch.batch import set_batch_nos
|
||||
@ -230,9 +229,6 @@ class SalesInvoice(SellingController):
|
||||
# this sequence because outstanding may get -ve
|
||||
self.make_gl_entries()
|
||||
|
||||
if self.update_stock == 1:
|
||||
self.repost_future_sle_and_gle()
|
||||
|
||||
if self.update_stock == 1:
|
||||
self.repost_future_sle_and_gle()
|
||||
|
||||
@ -263,13 +259,6 @@ class SalesInvoice(SellingController):
|
||||
if self.redeem_loyalty_points and not self.is_consolidated and self.loyalty_points:
|
||||
self.apply_loyalty_points()
|
||||
|
||||
# Healthcare Service Invoice.
|
||||
domain_settings = frappe.get_doc('Domain Settings')
|
||||
active_domains = [d.domain for d in domain_settings.active_domains]
|
||||
|
||||
if "Healthcare" in active_domains:
|
||||
manage_invoice_submit_cancel(self, "on_submit")
|
||||
|
||||
self.process_common_party_accounting()
|
||||
|
||||
def validate_pos_return(self):
|
||||
@ -352,12 +341,6 @@ class SalesInvoice(SellingController):
|
||||
|
||||
unlink_inter_company_doc(self.doctype, self.name, self.inter_company_invoice_reference)
|
||||
|
||||
# Healthcare Service Invoice.
|
||||
domain_settings = frappe.get_doc('Domain Settings')
|
||||
active_domains = [d.domain for d in domain_settings.active_domains]
|
||||
|
||||
if "Healthcare" in active_domains:
|
||||
manage_invoice_submit_cancel(self, "on_cancel")
|
||||
self.unlink_sales_invoice_from_timesheets()
|
||||
self.ignore_linked_doctypes = ('GL Entry', 'Stock Ledger Entry', 'Repost Item Valuation')
|
||||
|
||||
@ -772,7 +755,7 @@ class SalesInvoice(SellingController):
|
||||
if self.project:
|
||||
for data in get_projectwise_timesheet_data(self.project):
|
||||
self.append('timesheets', {
|
||||
'time_sheet': data.parent,
|
||||
'time_sheet': data.time_sheet,
|
||||
'billing_hours': data.billing_hours,
|
||||
'billing_amount': data.billing_amount,
|
||||
'timesheet_detail': data.name,
|
||||
@ -783,12 +766,11 @@ class SalesInvoice(SellingController):
|
||||
self.calculate_billing_amount_for_timesheet()
|
||||
|
||||
def calculate_billing_amount_for_timesheet(self):
|
||||
total_billing_amount = 0.0
|
||||
for data in self.timesheets:
|
||||
if data.billing_amount:
|
||||
total_billing_amount += data.billing_amount
|
||||
def timesheet_sum(field):
|
||||
return sum((ts.get(field) or 0.0) for ts in self.timesheets)
|
||||
|
||||
self.total_billing_amount = total_billing_amount
|
||||
self.total_billing_amount = timesheet_sum("billing_amount")
|
||||
self.total_billing_hours = timesheet_sum("billing_hours")
|
||||
|
||||
def get_warehouse(self):
|
||||
user_pos_profile = frappe.db.sql("""select name, warehouse from `tabPOS Profile`
|
||||
@ -1442,45 +1424,6 @@ class SalesInvoice(SellingController):
|
||||
if points_to_redeem < 1: # since points_to_redeem is integer
|
||||
break
|
||||
|
||||
# Healthcare
|
||||
@frappe.whitelist()
|
||||
def set_healthcare_services(self, checked_values):
|
||||
self.set("items", [])
|
||||
from erpnext.stock.get_item_details import get_item_details
|
||||
for checked_item in checked_values:
|
||||
item_line = self.append("items", {})
|
||||
price_list, price_list_currency = frappe.db.get_values("Price List", {"selling": 1}, ['name', 'currency'])[0]
|
||||
args = {
|
||||
'doctype': "Sales Invoice",
|
||||
'item_code': checked_item['item'],
|
||||
'company': self.company,
|
||||
'customer': frappe.db.get_value("Patient", self.patient, "customer"),
|
||||
'selling_price_list': price_list,
|
||||
'price_list_currency': price_list_currency,
|
||||
'plc_conversion_rate': 1.0,
|
||||
'conversion_rate': 1.0
|
||||
}
|
||||
item_details = get_item_details(args)
|
||||
item_line.item_code = checked_item['item']
|
||||
item_line.qty = 1
|
||||
if checked_item['qty']:
|
||||
item_line.qty = checked_item['qty']
|
||||
if checked_item['rate']:
|
||||
item_line.rate = checked_item['rate']
|
||||
else:
|
||||
item_line.rate = item_details.price_list_rate
|
||||
item_line.amount = float(item_line.rate) * float(item_line.qty)
|
||||
if checked_item['income_account']:
|
||||
item_line.income_account = checked_item['income_account']
|
||||
if checked_item['dt']:
|
||||
item_line.reference_dt = checked_item['dt']
|
||||
if checked_item['dn']:
|
||||
item_line.reference_dn = checked_item['dn']
|
||||
if checked_item['description']:
|
||||
item_line.description = checked_item['description']
|
||||
|
||||
self.set_missing_values(for_validate = True)
|
||||
|
||||
def set_status(self, update=False, status=None, update_modified=True):
|
||||
if self.is_new():
|
||||
if self.get('amended_from'):
|
||||
|
@ -1087,8 +1087,6 @@ class TestSalesInvoice(unittest.TestCase):
|
||||
|
||||
actual_qty_1 = get_qty_after_transaction(item_code = "_Test Item", warehouse = "Stores - TCP1")
|
||||
|
||||
frappe.db.commit()
|
||||
|
||||
self.assertEqual(actual_qty_0 - 5, actual_qty_1)
|
||||
|
||||
# outgoing_rate
|
||||
@ -1800,6 +1798,47 @@ class TestSalesInvoice(unittest.TestCase):
|
||||
|
||||
check_gl_entries(self, si.name, expected_gle, "2019-01-30")
|
||||
|
||||
def test_deferred_revenue_post_account_freeze_upto_by_admin(self):
|
||||
frappe.set_user("Administrator")
|
||||
|
||||
frappe.db.set_value('Accounts Settings', None, 'acc_frozen_upto', None)
|
||||
frappe.db.set_value('Accounts Settings', None, 'frozen_accounts_modifier', None)
|
||||
|
||||
deferred_account = create_account(account_name="Deferred Revenue",
|
||||
parent_account="Current Liabilities - _TC", company="_Test Company")
|
||||
|
||||
item = create_item("_Test Item for Deferred Accounting")
|
||||
item.enable_deferred_revenue = 1
|
||||
item.deferred_revenue_account = deferred_account
|
||||
item.no_of_months = 12
|
||||
item.save()
|
||||
|
||||
si = create_sales_invoice(item=item.name, posting_date="2019-01-10", do_not_save=True)
|
||||
si.items[0].enable_deferred_revenue = 1
|
||||
si.items[0].service_start_date = "2019-01-10"
|
||||
si.items[0].service_end_date = "2019-03-15"
|
||||
si.items[0].deferred_revenue_account = deferred_account
|
||||
si.save()
|
||||
si.submit()
|
||||
|
||||
frappe.db.set_value('Accounts Settings', None, 'acc_frozen_upto', getdate('2019-01-31'))
|
||||
frappe.db.set_value('Accounts Settings', None, 'frozen_accounts_modifier', 'System Manager')
|
||||
|
||||
pda1 = frappe.get_doc(dict(
|
||||
doctype='Process Deferred Accounting',
|
||||
posting_date=nowdate(),
|
||||
start_date="2019-01-01",
|
||||
end_date="2019-03-31",
|
||||
type="Income",
|
||||
company="_Test Company"
|
||||
))
|
||||
|
||||
pda1.insert()
|
||||
self.assertRaises(frappe.ValidationError, pda1.submit)
|
||||
|
||||
frappe.db.set_value('Accounts Settings', None, 'acc_frozen_upto', None)
|
||||
frappe.db.set_value('Accounts Settings', None, 'frozen_accounts_modifier', None)
|
||||
|
||||
def test_fixed_deferred_revenue(self):
|
||||
deferred_account = create_account(account_name="Deferred Revenue",
|
||||
parent_account="Current Liabilities - _TC", company="_Test Company")
|
||||
@ -1982,11 +2021,7 @@ class TestSalesInvoice(unittest.TestCase):
|
||||
frappe.local.enable_perpetual_inventory['_Test Company 1'] = old_perpetual_inventory
|
||||
frappe.db.set_value("Stock Settings", None, "allow_negative_stock", old_negative_stock)
|
||||
|
||||
def test_sle_if_target_warehouse_exists_accidentally(self):
|
||||
"""
|
||||
Check if inward entry exists if Target Warehouse accidentally exists
|
||||
but Customer is not an internal customer.
|
||||
"""
|
||||
def test_sle_for_target_warehouse(self):
|
||||
se = make_stock_entry(
|
||||
item_code="138-CMS Shoe",
|
||||
target="Finished Goods - _TC",
|
||||
@ -2007,9 +2042,9 @@ class TestSalesInvoice(unittest.TestCase):
|
||||
sles = frappe.get_all("Stock Ledger Entry", filters={"voucher_no": si.name},
|
||||
fields=["name", "actual_qty"])
|
||||
|
||||
# check if only one SLE for outward entry is created
|
||||
self.assertEqual(len(sles), 1)
|
||||
self.assertEqual(sles[0].actual_qty, -1)
|
||||
# check if both SLEs are created
|
||||
self.assertEqual(len(sles), 2)
|
||||
self.assertEqual(sum(d.actual_qty for d in sles), 0.0)
|
||||
|
||||
# tear down
|
||||
si.cancel()
|
||||
@ -2373,6 +2408,18 @@ class TestSalesInvoice(unittest.TestCase):
|
||||
si.reload()
|
||||
self.assertEqual(si.status, "Paid")
|
||||
|
||||
def test_sales_invoice_submission_post_account_freezing_date(self):
|
||||
frappe.db.set_value('Accounts Settings', None, 'acc_frozen_upto', add_days(getdate(), 1))
|
||||
si = create_sales_invoice(do_not_save=True)
|
||||
si.posting_date = add_days(getdate(), 1)
|
||||
si.save()
|
||||
|
||||
self.assertRaises(frappe.ValidationError, si.submit)
|
||||
si.posting_date = getdate()
|
||||
si.submit()
|
||||
|
||||
frappe.db.set_value('Accounts Settings', None, 'acc_frozen_upto', None)
|
||||
|
||||
def get_sales_invoice_for_e_invoice():
|
||||
si = make_sales_invoice_for_ewaybill()
|
||||
si.naming_series = 'INV-2020-.#####'
|
||||
|
@ -7,12 +7,19 @@
|
||||
"field_order": [
|
||||
"activity_type",
|
||||
"description",
|
||||
"billing_hours",
|
||||
"billing_amount",
|
||||
"section_break_3",
|
||||
"from_time",
|
||||
"column_break_5",
|
||||
"to_time",
|
||||
"section_break_7",
|
||||
"billing_hours",
|
||||
"column_break_9",
|
||||
"billing_amount",
|
||||
"section_break_11",
|
||||
"time_sheet",
|
||||
"project_name",
|
||||
"timesheet_detail"
|
||||
"timesheet_detail",
|
||||
"column_break_13",
|
||||
"project_name"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
@ -64,20 +71,53 @@
|
||||
"label": "Description",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "from_time",
|
||||
"fieldtype": "Datetime",
|
||||
"label": "From Time"
|
||||
},
|
||||
{
|
||||
"fieldname": "to_time",
|
||||
"fieldtype": "Datetime",
|
||||
"label": "To Time"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_3",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Time"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_5",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_7",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Totals"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_9",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_11",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Reference"
|
||||
},
|
||||
{
|
||||
"fieldname": "project_name",
|
||||
"fieldtype": "Data",
|
||||
"label": "Project Name",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_13",
|
||||
"fieldtype": "Column Break"
|
||||
}
|
||||
],
|
||||
"istable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-06-08 14:43:02.748981",
|
||||
"modified": "2021-10-02 03:48:44.979777",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Sales Invoice Timesheet",
|
||||
|
@ -33,7 +33,7 @@ class Subscription(Document):
|
||||
# update start just before the subscription doc is created
|
||||
self.update_subscription_period(self.start_date)
|
||||
|
||||
def update_subscription_period(self, date=None):
|
||||
def update_subscription_period(self, date=None, return_date=False):
|
||||
"""
|
||||
Subscription period is the period to be billed. This method updates the
|
||||
beginning of the billing period and end of the billing period.
|
||||
@ -41,28 +41,41 @@ class Subscription(Document):
|
||||
The beginning of the billing period is represented in the doctype as
|
||||
`current_invoice_start` and the end of the billing period is represented
|
||||
as `current_invoice_end`.
|
||||
"""
|
||||
self.set_current_invoice_start(date)
|
||||
self.set_current_invoice_end()
|
||||
|
||||
def set_current_invoice_start(self, date=None):
|
||||
If return_date is True, it wont update the start and end dates.
|
||||
This is implemented to get the dates to check if is_current_invoice_generated
|
||||
"""
|
||||
This sets the date of the beginning of the current billing period.
|
||||
_current_invoice_start = self.get_current_invoice_start(date)
|
||||
_current_invoice_end = self.get_current_invoice_end(_current_invoice_start)
|
||||
|
||||
if return_date:
|
||||
return _current_invoice_start, _current_invoice_end
|
||||
|
||||
self.current_invoice_start = _current_invoice_start
|
||||
self.current_invoice_end = _current_invoice_end
|
||||
|
||||
def get_current_invoice_start(self, date=None):
|
||||
"""
|
||||
This returns the date of the beginning of the current billing period.
|
||||
If the `date` parameter is not given , it will be automatically set as today's
|
||||
date.
|
||||
"""
|
||||
if self.is_new_subscription() and self.trial_period_end and getdate(self.trial_period_end) > getdate(self.start_date):
|
||||
self.current_invoice_start = add_days(self.trial_period_end, 1)
|
||||
elif self.trial_period_start and self.is_trialling():
|
||||
self.current_invoice_start = self.trial_period_start
|
||||
elif date:
|
||||
self.current_invoice_start = date
|
||||
else:
|
||||
self.current_invoice_start = nowdate()
|
||||
_current_invoice_start = None
|
||||
|
||||
def set_current_invoice_end(self):
|
||||
if self.is_new_subscription() and self.trial_period_end and getdate(self.trial_period_end) > getdate(self.start_date):
|
||||
_current_invoice_start = add_days(self.trial_period_end, 1)
|
||||
elif self.trial_period_start and self.is_trialling():
|
||||
_current_invoice_start = self.trial_period_start
|
||||
elif date:
|
||||
_current_invoice_start = date
|
||||
else:
|
||||
_current_invoice_start = nowdate()
|
||||
|
||||
return _current_invoice_start
|
||||
|
||||
def get_current_invoice_end(self, date=None):
|
||||
"""
|
||||
This sets the date of the end of the current billing period.
|
||||
This returns the date of the end of the current billing period.
|
||||
|
||||
If the subscription is in trial period, it will be set as the end of the
|
||||
trial period.
|
||||
@ -71,44 +84,47 @@ class Subscription(Document):
|
||||
current billing period where `x` is the billing interval from the
|
||||
`Subscription Plan` in the `Subscription`.
|
||||
"""
|
||||
if self.is_trialling() and getdate(self.current_invoice_start) < getdate(self.trial_period_end):
|
||||
self.current_invoice_end = self.trial_period_end
|
||||
_current_invoice_end = None
|
||||
|
||||
if self.is_trialling() and getdate(date) < getdate(self.trial_period_end):
|
||||
_current_invoice_end = self.trial_period_end
|
||||
else:
|
||||
billing_cycle_info = self.get_billing_cycle_data()
|
||||
if billing_cycle_info:
|
||||
if self.is_new_subscription() and getdate(self.start_date) < getdate(self.current_invoice_start):
|
||||
self.current_invoice_end = add_to_date(self.start_date, **billing_cycle_info)
|
||||
if self.is_new_subscription() and getdate(self.start_date) < getdate(date):
|
||||
_current_invoice_end = add_to_date(self.start_date, **billing_cycle_info)
|
||||
|
||||
# For cases where trial period is for an entire billing interval
|
||||
if getdate(self.current_invoice_end) < getdate(self.current_invoice_start):
|
||||
self.current_invoice_end = add_to_date(self.current_invoice_start, **billing_cycle_info)
|
||||
if getdate(self.current_invoice_end) < getdate(date):
|
||||
_current_invoice_end = add_to_date(date, **billing_cycle_info)
|
||||
else:
|
||||
self.current_invoice_end = add_to_date(self.current_invoice_start, **billing_cycle_info)
|
||||
_current_invoice_end = add_to_date(date, **billing_cycle_info)
|
||||
else:
|
||||
self.current_invoice_end = get_last_day(self.current_invoice_start)
|
||||
_current_invoice_end = get_last_day(date)
|
||||
|
||||
if self.follow_calendar_months:
|
||||
billing_info = self.get_billing_cycle_and_interval()
|
||||
billing_interval_count = billing_info[0]['billing_interval_count']
|
||||
calendar_months = get_calendar_months(billing_interval_count)
|
||||
calendar_month = 0
|
||||
current_invoice_end_month = getdate(self.current_invoice_end).month
|
||||
current_invoice_end_year = getdate(self.current_invoice_end).year
|
||||
current_invoice_end_month = getdate(_current_invoice_end).month
|
||||
current_invoice_end_year = getdate(_current_invoice_end).year
|
||||
|
||||
for month in calendar_months:
|
||||
if month <= current_invoice_end_month:
|
||||
calendar_month = month
|
||||
|
||||
if cint(calendar_month - billing_interval_count) <= 0 and \
|
||||
getdate(self.current_invoice_start).month != 1:
|
||||
getdate(date).month != 1:
|
||||
calendar_month = 12
|
||||
current_invoice_end_year -= 1
|
||||
|
||||
self.current_invoice_end = get_last_day(cstr(current_invoice_end_year) + '-' \
|
||||
+ cstr(calendar_month) + '-01')
|
||||
_current_invoice_end = get_last_day(cstr(current_invoice_end_year) + '-' + cstr(calendar_month) + '-01')
|
||||
|
||||
if self.end_date and getdate(self.current_invoice_end) > getdate(self.end_date):
|
||||
self.current_invoice_end = self.end_date
|
||||
if self.end_date and getdate(_current_invoice_end) > getdate(self.end_date):
|
||||
_current_invoice_end = self.end_date
|
||||
|
||||
return _current_invoice_end
|
||||
|
||||
@staticmethod
|
||||
def validate_plans_billing_cycle(billing_cycle_data):
|
||||
@ -488,8 +504,9 @@ class Subscription(Document):
|
||||
|
||||
def is_current_invoice_generated(self):
|
||||
invoice = self.get_current_invoice()
|
||||
_current_start_date, _current_end_date = self.update_subscription_period(date=add_days(self.current_invoice_end, 1), return_date=True)
|
||||
|
||||
if invoice and getdate(self.current_invoice_start) <= getdate(invoice.posting_date) <= getdate(self.current_invoice_end):
|
||||
if invoice and getdate(_current_start_date) <= getdate(invoice.posting_date) <= getdate(_current_end_date):
|
||||
return True
|
||||
|
||||
return False
|
||||
@ -542,15 +559,15 @@ class Subscription(Document):
|
||||
else:
|
||||
self.set_status_grace_period()
|
||||
|
||||
if getdate() > getdate(self.current_invoice_end):
|
||||
self.update_subscription_period(add_days(self.current_invoice_end, 1))
|
||||
|
||||
# Generate invoices periodically even if current invoice are unpaid
|
||||
if self.generate_new_invoices_past_due_date and not self.is_current_invoice_generated() and (self.is_postpaid_to_invoice()
|
||||
or self.is_prepaid_to_invoice()):
|
||||
prorate = frappe.db.get_single_value('Subscription Settings', 'prorate')
|
||||
self.generate_invoice(prorate)
|
||||
|
||||
if getdate() > getdate(self.current_invoice_end):
|
||||
self.update_subscription_period(add_days(self.current_invoice_end, 1))
|
||||
|
||||
@staticmethod
|
||||
def is_paid(invoice):
|
||||
"""
|
||||
|
@ -18,6 +18,7 @@ from frappe.utils.data import (
|
||||
|
||||
from erpnext.accounts.doctype.subscription.subscription import get_prorata_factor
|
||||
|
||||
test_dependencies = ("UOM", "Item Group", "Item")
|
||||
|
||||
def create_plan():
|
||||
if not frappe.db.exists('Subscription Plan', '_Test Plan Name'):
|
||||
@ -68,7 +69,6 @@ def create_plan():
|
||||
supplier.insert()
|
||||
|
||||
class TestSubscription(unittest.TestCase):
|
||||
|
||||
def setUp(self):
|
||||
create_plan()
|
||||
|
||||
|
@ -284,13 +284,16 @@ def check_freezing_date(posting_date, adv_adj=False):
|
||||
"""
|
||||
Nobody can do GL Entries where posting date is before freezing date
|
||||
except authorized person
|
||||
|
||||
Administrator has all the roles so this check will be bypassed if any role is allowed to post
|
||||
Hence stop admin to bypass if accounts are freezed
|
||||
"""
|
||||
if not adv_adj:
|
||||
acc_frozen_upto = frappe.db.get_value('Accounts Settings', None, 'acc_frozen_upto')
|
||||
if acc_frozen_upto:
|
||||
frozen_accounts_modifier = frappe.db.get_value( 'Accounts Settings', None,'frozen_accounts_modifier')
|
||||
if getdate(posting_date) <= getdate(acc_frozen_upto) \
|
||||
and not frozen_accounts_modifier in frappe.get_roles():
|
||||
and (frozen_accounts_modifier not in frappe.get_roles() or frappe.session.user == 'Administrator'):
|
||||
frappe.throw(_("You are not authorized to add or update entries before {0}").format(formatdate(acc_frozen_upto)))
|
||||
|
||||
def set_as_cancel(voucher_type, voucher_no):
|
||||
|
@ -139,9 +139,9 @@ def get_account_type_based_data(company, account_type, period_list, accumulated_
|
||||
data["total"] = total
|
||||
return data
|
||||
|
||||
def get_account_type_based_gl_data(company, start_date, end_date, account_type, filters={}):
|
||||
def get_account_type_based_gl_data(company, start_date, end_date, account_type, filters=None):
|
||||
cond = ""
|
||||
filters = frappe._dict(filters)
|
||||
filters = frappe._dict(filters or {})
|
||||
|
||||
if filters.include_default_book_entries:
|
||||
company_fb = frappe.db.get_value("Company", company, 'default_finance_book')
|
||||
|
@ -103,8 +103,11 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
|
||||
column.is_tree = true;
|
||||
}
|
||||
|
||||
value = default_formatter(value, row, column, data);
|
||||
if (data && data.account && column.apply_currency_formatter) {
|
||||
data.currency = erpnext.get_currency(column.company_name);
|
||||
}
|
||||
|
||||
value = default_formatter(value, row, column, data);
|
||||
if (!data.parent_account) {
|
||||
value = $(`<span>${value}</span>`);
|
||||
|
||||
|
@ -3,12 +3,14 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
|
||||
from collections import defaultdict
|
||||
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.utils import cint, flt, getdate
|
||||
|
||||
import erpnext
|
||||
from erpnext.accounts.report.balance_sheet.balance_sheet import (
|
||||
check_opening_balance,
|
||||
get_chart_data,
|
||||
get_provisional_profit_loss,
|
||||
)
|
||||
@ -31,7 +33,7 @@ from erpnext.accounts.report.profit_and_loss_statement.profit_and_loss_statement
|
||||
from erpnext.accounts.report.profit_and_loss_statement.profit_and_loss_statement import (
|
||||
get_report_summary as get_pl_summary,
|
||||
)
|
||||
from erpnext.accounts.report.utils import convert_to_presentation_currency
|
||||
from erpnext.accounts.report.utils import convert, convert_to_presentation_currency
|
||||
|
||||
|
||||
def execute(filters=None):
|
||||
@ -42,7 +44,7 @@ def execute(filters=None):
|
||||
|
||||
fiscal_year = get_fiscal_year_data(filters.get('from_fiscal_year'), filters.get('to_fiscal_year'))
|
||||
companies_column, companies = get_companies(filters)
|
||||
columns = get_columns(companies_column)
|
||||
columns = get_columns(companies_column, filters)
|
||||
|
||||
if filters.get('report') == "Balance Sheet":
|
||||
data, message, chart, report_summary = get_balance_sheet_data(fiscal_year, companies, columns, filters)
|
||||
@ -73,21 +75,24 @@ def get_balance_sheet_data(fiscal_year, companies, columns, filters):
|
||||
provisional_profit_loss, total_credit = get_provisional_profit_loss(asset, liability, equity,
|
||||
companies, filters.get('company'), company_currency, True)
|
||||
|
||||
message, opening_balance = check_opening_balance(asset, liability, equity)
|
||||
message, opening_balance = prepare_companywise_opening_balance(asset, liability, equity, companies)
|
||||
|
||||
if opening_balance and round(opening_balance,2) !=0:
|
||||
unclosed ={
|
||||
if opening_balance:
|
||||
unclosed = {
|
||||
"account_name": "'" + _("Unclosed Fiscal Years Profit / Loss (Credit)") + "'",
|
||||
"account": "'" + _("Unclosed Fiscal Years Profit / Loss (Credit)") + "'",
|
||||
"warn_if_negative": True,
|
||||
"currency": company_currency
|
||||
}
|
||||
for company in companies:
|
||||
unclosed[company] = opening_balance
|
||||
if provisional_profit_loss:
|
||||
provisional_profit_loss[company] = provisional_profit_loss[company] - opening_balance
|
||||
|
||||
unclosed["total"]=opening_balance
|
||||
for company in companies:
|
||||
unclosed[company] = opening_balance.get(company)
|
||||
if provisional_profit_loss and provisional_profit_loss.get(company):
|
||||
provisional_profit_loss[company] = (
|
||||
flt(provisional_profit_loss[company]) - flt(opening_balance.get(company))
|
||||
)
|
||||
|
||||
unclosed["total"] = opening_balance.get(company)
|
||||
data.append(unclosed)
|
||||
|
||||
if provisional_profit_loss:
|
||||
@ -102,6 +107,37 @@ def get_balance_sheet_data(fiscal_year, companies, columns, filters):
|
||||
|
||||
return data, message, chart, report_summary
|
||||
|
||||
def prepare_companywise_opening_balance(asset_data, liability_data, equity_data, companies):
|
||||
opening_balance = {}
|
||||
for company in companies:
|
||||
opening_value = 0
|
||||
|
||||
# opening_value = Aseet - liability - equity
|
||||
for data in [asset_data, liability_data, equity_data]:
|
||||
account_name = get_root_account_name(data[0].root_type, company)
|
||||
opening_value += get_opening_balance(account_name, data, company)
|
||||
|
||||
opening_balance[company] = opening_value
|
||||
|
||||
if opening_balance:
|
||||
return _("Previous Financial Year is not closed"), opening_balance
|
||||
|
||||
return '', {}
|
||||
|
||||
def get_opening_balance(account_name, data, company):
|
||||
for row in data:
|
||||
if row.get('account_name') == account_name:
|
||||
return row.get('company_wise_opening_bal', {}).get(company, 0.0)
|
||||
|
||||
def get_root_account_name(root_type, company):
|
||||
return frappe.get_all(
|
||||
'Account',
|
||||
fields=['account_name'],
|
||||
filters = {'root_type': root_type, 'is_group': 1,
|
||||
'company': company, 'parent_account': ('is', 'not set')},
|
||||
as_list=1
|
||||
)[0][0]
|
||||
|
||||
def get_profit_loss_data(fiscal_year, companies, columns, filters):
|
||||
income, expense, net_profit_loss = get_income_expense_data(companies, fiscal_year, filters)
|
||||
company_currency = get_company_currency(filters)
|
||||
@ -193,30 +229,37 @@ def get_account_type_based_data(account_type, companies, fiscal_year, filters):
|
||||
data["total"] = total
|
||||
return data
|
||||
|
||||
def get_columns(companies):
|
||||
columns = [{
|
||||
"fieldname": "account",
|
||||
"label": _("Account"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Account",
|
||||
"width": 300
|
||||
}]
|
||||
|
||||
columns.append({
|
||||
"fieldname": "currency",
|
||||
"label": _("Currency"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Currency",
|
||||
"hidden": 1
|
||||
})
|
||||
def get_columns(companies, filters):
|
||||
columns = [
|
||||
{
|
||||
"fieldname": "account",
|
||||
"label": _("Account"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Account",
|
||||
"width": 300
|
||||
}, {
|
||||
"fieldname": "currency",
|
||||
"label": _("Currency"),
|
||||
"fieldtype": "Link",
|
||||
"options": "Currency",
|
||||
"hidden": 1
|
||||
}
|
||||
]
|
||||
|
||||
for company in companies:
|
||||
apply_currency_formatter = 1 if not filters.presentation_currency else 0
|
||||
currency = filters.presentation_currency
|
||||
if not currency:
|
||||
currency = erpnext.get_company_currency(company)
|
||||
|
||||
columns.append({
|
||||
"fieldname": company,
|
||||
"label": company,
|
||||
"label": f'{company} ({currency})',
|
||||
"fieldtype": "Currency",
|
||||
"options": "currency",
|
||||
"width": 150
|
||||
"width": 150,
|
||||
"apply_currency_formatter": apply_currency_formatter,
|
||||
"company_name": company
|
||||
})
|
||||
|
||||
return columns
|
||||
@ -236,6 +279,8 @@ def get_data(companies, root_type, balance_must_be, fiscal_year, filters=None, i
|
||||
start_date = filters.period_start_date if filters.report != 'Balance Sheet' else None
|
||||
end_date = filters.period_end_date
|
||||
|
||||
filters.end_date = end_date
|
||||
|
||||
gl_entries_by_account = {}
|
||||
for root in frappe.db.sql("""select lft, rgt from tabAccount
|
||||
where root_type=%s and ifnull(parent_account, '') = ''""", root_type, as_dict=1):
|
||||
@ -244,9 +289,10 @@ def get_data(companies, root_type, balance_must_be, fiscal_year, filters=None, i
|
||||
end_date, root.lft, root.rgt, filters,
|
||||
gl_entries_by_account, accounts_by_name, accounts, ignore_closing_entries=False)
|
||||
|
||||
calculate_values(accounts_by_name, gl_entries_by_account, companies, start_date, filters)
|
||||
calculate_values(accounts_by_name, gl_entries_by_account, companies, filters, fiscal_year)
|
||||
accumulate_values_into_parents(accounts, accounts_by_name, companies)
|
||||
out = prepare_data(accounts, start_date, end_date, balance_must_be, companies, company_currency)
|
||||
|
||||
out = prepare_data(accounts, start_date, end_date, balance_must_be, companies, company_currency, filters)
|
||||
|
||||
if out:
|
||||
add_total_row(out, root_type, balance_must_be, companies, company_currency)
|
||||
@ -257,7 +303,10 @@ def get_company_currency(filters=None):
|
||||
return (filters.get('presentation_currency')
|
||||
or frappe.get_cached_value('Company', filters.company, "default_currency"))
|
||||
|
||||
def calculate_values(accounts_by_name, gl_entries_by_account, companies, start_date, filters):
|
||||
def calculate_values(accounts_by_name, gl_entries_by_account, companies, filters, fiscal_year):
|
||||
start_date = (fiscal_year.year_start_date
|
||||
if filters.filter_based_on == 'Fiscal Year' else filters.period_start_date)
|
||||
|
||||
for entries in gl_entries_by_account.values():
|
||||
for entry in entries:
|
||||
if entry.account_number:
|
||||
@ -266,15 +315,32 @@ def calculate_values(accounts_by_name, gl_entries_by_account, companies, start_d
|
||||
account_name = entry.account_name
|
||||
|
||||
d = accounts_by_name.get(account_name)
|
||||
|
||||
if d:
|
||||
debit, credit = 0, 0
|
||||
for company in companies:
|
||||
# check if posting date is within the period
|
||||
if (entry.company == company or (filters.get('accumulated_in_group_company'))
|
||||
and entry.company in companies.get(company)):
|
||||
d[company] = d.get(company, 0.0) + flt(entry.debit) - flt(entry.credit)
|
||||
parent_company_currency = erpnext.get_company_currency(d.company)
|
||||
child_company_currency = erpnext.get_company_currency(entry.company)
|
||||
|
||||
debit, credit = flt(entry.debit), flt(entry.credit)
|
||||
|
||||
if (not filters.get('presentation_currency')
|
||||
and entry.company != company
|
||||
and parent_company_currency != child_company_currency
|
||||
and filters.get('accumulated_in_group_company')):
|
||||
debit = convert(debit, parent_company_currency, child_company_currency, filters.end_date)
|
||||
credit = convert(credit, parent_company_currency, child_company_currency, filters.end_date)
|
||||
|
||||
d[company] = d.get(company, 0.0) + flt(debit) - flt(credit)
|
||||
|
||||
if entry.posting_date < getdate(start_date):
|
||||
d['company_wise_opening_bal'][company] += (flt(debit) - flt(credit))
|
||||
|
||||
if entry.posting_date < getdate(start_date):
|
||||
d["opening_balance"] = d.get("opening_balance", 0.0) + flt(entry.debit) - flt(entry.credit)
|
||||
d["opening_balance"] = d.get("opening_balance", 0.0) + flt(debit) - flt(credit)
|
||||
|
||||
def accumulate_values_into_parents(accounts, accounts_by_name, companies):
|
||||
"""accumulate children's values in parent accounts"""
|
||||
@ -282,17 +348,18 @@ def accumulate_values_into_parents(accounts, accounts_by_name, companies):
|
||||
if d.parent_account:
|
||||
account = d.parent_account_name
|
||||
|
||||
if not accounts_by_name.get(account):
|
||||
continue
|
||||
# if not accounts_by_name.get(account):
|
||||
# continue
|
||||
|
||||
for company in companies:
|
||||
accounts_by_name[account][company] = \
|
||||
accounts_by_name[account].get(company, 0.0) + d.get(company, 0.0)
|
||||
|
||||
accounts_by_name[account]['company_wise_opening_bal'][company] += d.get('company_wise_opening_bal', {}).get(company, 0.0)
|
||||
|
||||
accounts_by_name[account]["opening_balance"] = \
|
||||
accounts_by_name[account].get("opening_balance", 0.0) + d.get("opening_balance", 0.0)
|
||||
|
||||
|
||||
def get_account_heads(root_type, companies, filters):
|
||||
accounts = get_accounts(root_type, filters)
|
||||
|
||||
@ -353,7 +420,7 @@ def get_accounts(root_type, filters):
|
||||
`tabAccount` where company = %s and root_type = %s
|
||||
""" , (filters.get('company'), root_type), as_dict=1)
|
||||
|
||||
def prepare_data(accounts, start_date, end_date, balance_must_be, companies, company_currency):
|
||||
def prepare_data(accounts, start_date, end_date, balance_must_be, companies, company_currency, filters):
|
||||
data = []
|
||||
|
||||
for d in accounts:
|
||||
@ -367,10 +434,13 @@ def prepare_data(accounts, start_date, end_date, balance_must_be, companies, com
|
||||
"parent_account": _(d.parent_account),
|
||||
"indent": flt(d.indent),
|
||||
"year_start_date": start_date,
|
||||
"root_type": d.root_type,
|
||||
"year_end_date": end_date,
|
||||
"currency": company_currency,
|
||||
"currency": filters.presentation_currency,
|
||||
"company_wise_opening_bal": d.company_wise_opening_bal,
|
||||
"opening_balance": d.get("opening_balance", 0.0) * (1 if balance_must_be == "Debit" else -1)
|
||||
})
|
||||
|
||||
for company in companies:
|
||||
if d.get(company) and balance_must_be == "Credit":
|
||||
# change sign based on Debit or Credit, since calculation is done using (debit - credit)
|
||||
@ -385,6 +455,7 @@ def prepare_data(accounts, start_date, end_date, balance_must_be, companies, com
|
||||
|
||||
row["has_value"] = has_value
|
||||
row["total"] = total
|
||||
|
||||
data.append(row)
|
||||
|
||||
return data
|
||||
@ -447,6 +518,7 @@ def get_account_details(account):
|
||||
'is_group', 'account_name', 'account_number', 'parent_account', 'lft', 'rgt'], as_dict=1)
|
||||
|
||||
def validate_entries(key, entry, accounts_by_name, accounts):
|
||||
# If an account present in the child company and not in the parent company
|
||||
if key not in accounts_by_name:
|
||||
args = get_account_details(entry.account)
|
||||
|
||||
@ -456,12 +528,23 @@ def validate_entries(key, entry, accounts_by_name, accounts):
|
||||
args.update({
|
||||
'lft': parent_args.lft + 1,
|
||||
'rgt': parent_args.rgt - 1,
|
||||
'indent': 3,
|
||||
'root_type': parent_args.root_type,
|
||||
'report_type': parent_args.report_type
|
||||
'report_type': parent_args.report_type,
|
||||
'parent_account_name': parent_args.account_name,
|
||||
'company_wise_opening_bal': defaultdict(float)
|
||||
})
|
||||
|
||||
accounts_by_name.setdefault(key, args)
|
||||
accounts.append(args)
|
||||
|
||||
idx = len(accounts)
|
||||
# To identify parent account index
|
||||
for index, row in enumerate(accounts):
|
||||
if row.parent_account_name == args.parent_account_name:
|
||||
idx = index
|
||||
break
|
||||
|
||||
accounts.insert(idx+1, args)
|
||||
|
||||
def get_additional_conditions(from_date, ignore_closing_entries, filters):
|
||||
additional_conditions = []
|
||||
@ -491,7 +574,6 @@ def add_total_row(out, root_type, balance_must_be, companies, company_currency):
|
||||
for company in companies:
|
||||
total_row.setdefault(company, 0.0)
|
||||
total_row[company] += row.get(company, 0.0)
|
||||
row[company] = 0.0
|
||||
|
||||
total_row.setdefault("total", 0.0)
|
||||
total_row["total"] += flt(row["total"])
|
||||
@ -511,6 +593,7 @@ def filter_accounts(accounts, depth=10):
|
||||
account_name = d.account_number + ' - ' + d.account_name
|
||||
else:
|
||||
account_name = d.account_name
|
||||
d['company_wise_opening_bal'] = defaultdict(float)
|
||||
accounts_by_name[account_name] = d
|
||||
|
||||
parent_children_map.setdefault(d.parent_account or None, []).append(d)
|
||||
|
@ -4,11 +4,14 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
|
||||
from json import loads
|
||||
|
||||
import frappe
|
||||
import frappe.defaults
|
||||
from frappe import _, throw
|
||||
from frappe.model.meta import get_field_precision
|
||||
from frappe.utils import cint, cstr, flt, formatdate, get_number_format_info, getdate, now, nowdate
|
||||
from six import string_types
|
||||
|
||||
import erpnext
|
||||
|
||||
@ -787,16 +790,28 @@ def get_children(doctype, parent, company, is_root=False):
|
||||
|
||||
if doctype == 'Account':
|
||||
sort_accounts(acc, is_root, key="value")
|
||||
company_currency = frappe.get_cached_value('Company', company, "default_currency")
|
||||
for each in acc:
|
||||
each["company_currency"] = company_currency
|
||||
each["balance"] = flt(get_balance_on(each.get("value"), in_account_currency=False, company=company))
|
||||
|
||||
if each.account_currency != company_currency:
|
||||
each["balance_in_account_currency"] = flt(get_balance_on(each.get("value"), company=company))
|
||||
|
||||
return acc
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_account_balances(accounts, company):
|
||||
|
||||
if isinstance(accounts, string_types):
|
||||
accounts = loads(accounts)
|
||||
|
||||
if not accounts:
|
||||
return []
|
||||
|
||||
company_currency = frappe.get_cached_value("Company", company, "default_currency")
|
||||
|
||||
for account in accounts:
|
||||
account["company_currency"] = company_currency
|
||||
account["balance"] = flt(get_balance_on(account["value"], in_account_currency=False, company=company))
|
||||
if account["account_currency"] and account["account_currency"] != company_currency:
|
||||
account["balance_in_account_currency"] = flt(get_balance_on(account["value"], company=company))
|
||||
|
||||
return accounts
|
||||
|
||||
def create_payment_gateway_account(gateway, payment_channel="Email"):
|
||||
from erpnext.setup.setup_wizard.operations.install_fixtures import create_bank_account
|
||||
|
||||
|
@ -1,5 +1,4 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [
|
||||
{
|
||||
"chart_name": "Profit and Loss",
|
||||
@ -8,18 +7,12 @@
|
||||
],
|
||||
"content": "[{\"type\": \"onboarding\", \"data\": {\"onboarding_name\":\"Accounts\", \"col\": 12}}, {\"type\": \"chart\", \"data\": {\"chart_name\": \"Profit and Loss\", \"col\": 12}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Chart of Accounts\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Sales Invoice\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Purchase Invoice\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Journal Entry\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Payment Entry\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Accounts Receivable\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"General Ledger\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Trial Balance\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Accounting Masters\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"General Ledger\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Accounts Receivable\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Accounts Payable\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Reports\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Financial Statements\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Multi Currency\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Settings\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Bank Statement\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Subscription Management\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Goods and Services Tax (GST India)\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Share Management\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Cost Center and Budgeting\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Opening and Closing\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Taxes\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Profitability\", \"col\": 4}}]",
|
||||
"creation": "2020-03-02 15:41:59.515192",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "accounting",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "Accounting",
|
||||
"links": [
|
||||
{
|
||||
@ -533,6 +526,17 @@
|
||||
"only_for": "United Arab Emirates",
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"dependencies": "GL Entry",
|
||||
"hidden": 0,
|
||||
"is_query_report": 1,
|
||||
"label": "KSA VAT Report",
|
||||
"link_to": "KSA VAT",
|
||||
"link_type": "Report",
|
||||
"onboard": 0,
|
||||
"only_for": "Saudi Arabia",
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
@ -1153,6 +1157,16 @@
|
||||
"onboard": 0,
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
"label": "KSA VAT Setting",
|
||||
"link_to": "KSA VAT Setting",
|
||||
"link_type": "DocType",
|
||||
"onboard": 0,
|
||||
"only_for": "Saudi Arabia",
|
||||
"type": "Link"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"is_query_report": 0,
|
||||
@ -1206,15 +1220,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-27 12:15:52.872470",
|
||||
"modified": "2021-08-27 12:15:52.872471",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Accounts",
|
||||
"name": "Accounting",
|
||||
"onboarding": "Accounts",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "",
|
||||
"roles": [],
|
||||
|
@ -1,20 +1,13 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [],
|
||||
"content": "[{\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Crops & Lands\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Analytics\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Diseases & Fertilizers\", \"col\": 4}}]",
|
||||
"creation": "2020-03-02 17:23:34.339274",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "agriculture",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "Agriculture",
|
||||
"links": [
|
||||
{
|
||||
@ -163,15 +156,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-05 12:15:54.595197",
|
||||
"modified": "2021-08-05 12:15:54.595198",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Agriculture",
|
||||
"name": "Agriculture",
|
||||
"onboarding": "",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "Agriculture",
|
||||
"roles": [],
|
||||
|
@ -140,11 +140,6 @@ class Asset(AccountsController):
|
||||
if self.is_existing_asset:
|
||||
return
|
||||
|
||||
docname = self.purchase_receipt or self.purchase_invoice
|
||||
if docname:
|
||||
doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
|
||||
date = frappe.db.get_value(doctype, docname, 'posting_date')
|
||||
|
||||
if self.available_for_use_date and getdate(self.available_for_use_date) < getdate(self.purchase_date):
|
||||
frappe.throw(_("Available-for-use Date should be after purchase date"))
|
||||
|
||||
@ -398,10 +393,6 @@ class Asset(AccountsController):
|
||||
if cint(self.number_of_depreciations_booked) > cint(row.total_number_of_depreciations):
|
||||
frappe.throw(_("Number of Depreciations Booked cannot be greater than Total Number of Depreciations"))
|
||||
|
||||
if row.depreciation_start_date and getdate(row.depreciation_start_date) < getdate(nowdate()):
|
||||
frappe.msgprint(_("Depreciation Row {0}: Depreciation Start Date is entered as past date")
|
||||
.format(row.idx), title=_('Warning'), indicator='red')
|
||||
|
||||
if row.depreciation_start_date and getdate(row.depreciation_start_date) < getdate(self.purchase_date):
|
||||
frappe.throw(_("Depreciation Row {0}: Next Depreciation Date cannot be before Purchase Date")
|
||||
.format(row.idx))
|
||||
@ -469,9 +460,10 @@ class Asset(AccountsController):
|
||||
if accumulated_depreciation_after_full_schedule:
|
||||
accumulated_depreciation_after_full_schedule = max(accumulated_depreciation_after_full_schedule)
|
||||
|
||||
asset_value_after_full_schedule = flt(flt(self.gross_purchase_amount) -
|
||||
flt(accumulated_depreciation_after_full_schedule),
|
||||
self.precision('gross_purchase_amount'))
|
||||
asset_value_after_full_schedule = flt(
|
||||
flt(self.gross_purchase_amount) -
|
||||
flt(self.opening_accumulated_depreciation) -
|
||||
flt(accumulated_depreciation_after_full_schedule), self.precision('gross_purchase_amount'))
|
||||
|
||||
if (row.expected_value_after_useful_life and
|
||||
row.expected_value_after_useful_life < asset_value_after_full_schedule):
|
||||
|
@ -956,6 +956,11 @@ class TestDepreciationBasics(AssetSetup):
|
||||
pr = make_purchase_receipt(item_code="Macbook Pro",
|
||||
qty=1, rate=100000.0, location="Test Location")
|
||||
|
||||
finance_book = frappe.new_doc('Finance Book')
|
||||
finance_book.finance_book_name = 'Income Tax'
|
||||
finance_book.for_income_tax = 1
|
||||
finance_book.insert(ignore_if_duplicate=1)
|
||||
|
||||
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
|
||||
asset = frappe.get_doc('Asset', asset_name)
|
||||
asset.calculate_depreciation = 1
|
||||
|
@ -1,5 +1,4 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [
|
||||
{
|
||||
"chart_name": "Asset Value Analytics",
|
||||
@ -8,18 +7,12 @@
|
||||
],
|
||||
"content": "[{\"type\": \"onboarding\", \"data\": {\"onboarding_name\":\"Assets\", \"col\": 12}}, {\"type\": \"chart\", \"data\": {\"chart_name\": \"Asset Value Analytics\", \"col\": 12}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Asset\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Asset Category\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Fixed Asset Register\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Assets\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Maintenance\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Reports\", \"col\": 4}}]",
|
||||
"creation": "2020-03-02 15:43:27.634865",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "assets",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "Assets",
|
||||
"links": [
|
||||
{
|
||||
@ -179,15 +172,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-05 12:15:54.839452",
|
||||
"modified": "2021-08-05 12:15:54.839453",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Assets",
|
||||
"name": "Assets",
|
||||
"onboarding": "Assets",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "",
|
||||
"roles": [],
|
||||
|
@ -11,7 +11,7 @@ frappe.tour['Buying Settings'] = [
|
||||
{
|
||||
fieldname: "supp_master_name",
|
||||
title: "Supplier Naming By",
|
||||
description: __("By default, the Supplier Name is set as per the Supplier Name entered. If you want Suppliers 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."),
|
||||
description: __("By default, the Supplier Name is set as per the Supplier Name entered. If you want Suppliers 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: "buying_price_list",
|
||||
|
@ -1121,6 +1121,7 @@
|
||||
"fetch_from": "supplier.represents_company",
|
||||
"fieldname": "represents_company",
|
||||
"fieldtype": "Link",
|
||||
"ignore_user_permissions": 1,
|
||||
"label": "Represents Company",
|
||||
"options": "Company",
|
||||
"read_only": 1
|
||||
@ -1143,7 +1144,7 @@
|
||||
"idx": 105,
|
||||
"is_submittable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-08-30 20:03:14.008804",
|
||||
"modified": "2021-09-28 13:10:47.955401",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Purchase Order",
|
||||
|
@ -0,0 +1,77 @@
|
||||
{
|
||||
"creation": "2021-07-28 11:51:42.319984",
|
||||
"docstatus": 0,
|
||||
"doctype": "Form Tour",
|
||||
"idx": 0,
|
||||
"is_standard": 1,
|
||||
"modified": "2021-10-05 13:06:56.414584",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Buying Settings",
|
||||
"owner": "Administrator",
|
||||
"reference_doctype": "Buying Settings",
|
||||
"save_on_complete": 0,
|
||||
"steps": [
|
||||
{
|
||||
"description": "When a Supplier is saved, system generates a unique identity or name for that Supplier which can be used to refer the Supplier in various Buying transactions.",
|
||||
"field": "",
|
||||
"fieldname": "supp_master_name",
|
||||
"fieldtype": "Select",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Supplier Naming By",
|
||||
"parent_field": "",
|
||||
"position": "Bottom",
|
||||
"title": "Supplier Naming By"
|
||||
},
|
||||
{
|
||||
"description": "Configure what should be the default value of Supplier Group when creating a new Supplier.",
|
||||
"field": "",
|
||||
"fieldname": "supplier_group",
|
||||
"fieldtype": "Link",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Default Supplier Group",
|
||||
"parent_field": "",
|
||||
"position": "Right",
|
||||
"title": "Default Supplier Group"
|
||||
},
|
||||
{
|
||||
"description": "Item prices will be fetched from this Price List.",
|
||||
"field": "",
|
||||
"fieldname": "buying_price_list",
|
||||
"fieldtype": "Link",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Default Buying Price List",
|
||||
"parent_field": "",
|
||||
"position": "Bottom",
|
||||
"title": "Default Buying Price List"
|
||||
},
|
||||
{
|
||||
"description": "If this option is configured \"Yes\", ERPNext will prevent you from creating a Purchase Invoice or a Purchase Receipt directly without creating a Purchase Order first.",
|
||||
"field": "",
|
||||
"fieldname": "po_required",
|
||||
"fieldtype": "Select",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Is Purchase Order Required for Purchase Invoice & Receipt Creation?",
|
||||
"parent_field": "",
|
||||
"position": "Bottom",
|
||||
"title": "Purchase Order Required"
|
||||
},
|
||||
{
|
||||
"description": "If this option is configured \"Yes\", ERPNext will prevent you from creating a Purchase Invoice without creating a Purchase Receipt first.",
|
||||
"field": "",
|
||||
"fieldname": "pr_required",
|
||||
"fieldtype": "Select",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Is Purchase Receipt Required for Purchase Invoice Creation?",
|
||||
"parent_field": "",
|
||||
"position": "Bottom",
|
||||
"title": "Purchase Receipt Required"
|
||||
}
|
||||
],
|
||||
"title": "Buying Settings"
|
||||
}
|
82
erpnext/buying/form_tour/purchase_order/purchase_order.json
Normal file
82
erpnext/buying/form_tour/purchase_order/purchase_order.json
Normal file
@ -0,0 +1,82 @@
|
||||
{
|
||||
"creation": "2021-07-29 14:11:58.271113",
|
||||
"docstatus": 0,
|
||||
"doctype": "Form Tour",
|
||||
"idx": 0,
|
||||
"is_standard": 1,
|
||||
"modified": "2021-10-05 13:11:31.436135",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Purchase Order",
|
||||
"owner": "Administrator",
|
||||
"reference_doctype": "Purchase Order",
|
||||
"save_on_complete": 1,
|
||||
"steps": [
|
||||
{
|
||||
"description": "Select a Supplier",
|
||||
"field": "",
|
||||
"fieldname": "supplier",
|
||||
"fieldtype": "Link",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Supplier",
|
||||
"parent_field": "",
|
||||
"position": "Right",
|
||||
"title": "Supplier"
|
||||
},
|
||||
{
|
||||
"description": "Set the \"Required By\" date for the materials. This sets the \"Required By\" date for all the items.",
|
||||
"field": "",
|
||||
"fieldname": "schedule_date",
|
||||
"fieldtype": "Date",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Required By",
|
||||
"parent_field": "",
|
||||
"position": "Left",
|
||||
"title": "Required By"
|
||||
},
|
||||
{
|
||||
"description": "Items to be purchased can be added here.",
|
||||
"field": "",
|
||||
"fieldname": "items",
|
||||
"fieldtype": "Table",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 0,
|
||||
"label": "Items",
|
||||
"parent_field": "",
|
||||
"position": "Bottom",
|
||||
"title": "Items Table"
|
||||
},
|
||||
{
|
||||
"child_doctype": "Purchase Order Item",
|
||||
"description": "Enter the Item Code.",
|
||||
"field": "",
|
||||
"fieldname": "item_code",
|
||||
"fieldtype": "Link",
|
||||
"has_next_condition": 1,
|
||||
"is_table_field": 1,
|
||||
"label": "Item Code",
|
||||
"next_step_condition": "eval: doc.item_code",
|
||||
"parent_field": "",
|
||||
"parent_fieldname": "items",
|
||||
"position": "Right",
|
||||
"title": "Item Code"
|
||||
},
|
||||
{
|
||||
"child_doctype": "Purchase Order Item",
|
||||
"description": "Enter the required quantity for the material.",
|
||||
"field": "",
|
||||
"fieldname": "qty",
|
||||
"fieldtype": "Float",
|
||||
"has_next_condition": 0,
|
||||
"is_table_field": 1,
|
||||
"label": "Quantity",
|
||||
"parent_field": "",
|
||||
"parent_fieldname": "items",
|
||||
"position": "Bottom",
|
||||
"title": "Quantity"
|
||||
}
|
||||
],
|
||||
"title": "Purchase Order"
|
||||
}
|
@ -19,7 +19,7 @@
|
||||
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/buying",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"modified": "2020-07-08 14:05:28.273641",
|
||||
"modified": "2021-08-24 18:13:42.463776",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Buying",
|
||||
@ -28,23 +28,11 @@
|
||||
{
|
||||
"step": "Introduction to Buying"
|
||||
},
|
||||
{
|
||||
"step": "Create a Supplier"
|
||||
},
|
||||
{
|
||||
"step": "Setup your Warehouse"
|
||||
},
|
||||
{
|
||||
"step": "Create a Product"
|
||||
},
|
||||
{
|
||||
"step": "Create a Material Request"
|
||||
},
|
||||
{
|
||||
"step": "Create your first Purchase Order"
|
||||
},
|
||||
{
|
||||
"step": "Buying Settings"
|
||||
}
|
||||
],
|
||||
"subtitle": "Products, Purchases, Analysis, and more.",
|
||||
|
@ -1,19 +1,21 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s create your first Material Request",
|
||||
"creation": "2020-05-15 14:39:09.818764",
|
||||
"description": "# Track Material Request\n\n\nAlso known as Purchase Request or an Indent, is a document identifying a requirement of a set of items (products or services) for various purposes like procurement, transfer, issue, or manufacturing. Once the Material Request is validated, a purchase manager can take the next actions for purchasing items like requesting RFQ from a supplier or directly placing an order with an identified Supplier.\n\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 1,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-15 14:39:09.818764",
|
||||
"modified": "2021-08-24 18:08:08.347501",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create a Material Request",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Material Request",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Create a Material Request",
|
||||
"title": "Track Material Request",
|
||||
"validate_action": 1
|
||||
}
|
@ -1,19 +1,21 @@
|
||||
{
|
||||
"action": "Create Entry",
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s create your first Purchase Order",
|
||||
"creation": "2020-05-12 18:17:49.976035",
|
||||
"description": "# Create first Purchase Order\n\nPurchase Order is at the heart of your buying transactions. In ERPNext, Purchase Order can can be created against a Purchase Material Request (indent) and Supplier Quotation as well. Purchase Orders is also linked to Purchase Receipt and Purchase Invoices, allowing you to keep a birds-eye view on your purchase deals.\n\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-12 18:31:56.856112",
|
||||
"modified": "2021-08-24 18:08:08.936484",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Create your first Purchase Order",
|
||||
"owner": "Administrator",
|
||||
"reference_document": "Purchase Order",
|
||||
"show_form_tour": 0,
|
||||
"show_full_form": 0,
|
||||
"title": "Create your first Purchase Order",
|
||||
"title": "Create first Purchase Order",
|
||||
"validate_action": 1
|
||||
}
|
@ -1,19 +1,22 @@
|
||||
{
|
||||
"action": "Watch Video",
|
||||
"action": "Show Form Tour",
|
||||
"action_label": "Let\u2019s walk-through few Buying Settings",
|
||||
"creation": "2020-05-06 15:37:09.477765",
|
||||
"description": "# Buying Settings\n\n\nBuying module\u2019s features are highly configurable as per your business needs. Buying Settings is the place where you can set your preferences for:\n\n- Supplier naming and default values\n- Billing and shipping preference in buying transactions\n\n\n",
|
||||
"docstatus": 0,
|
||||
"doctype": "Onboarding Step",
|
||||
"idx": 0,
|
||||
"is_complete": 0,
|
||||
"is_mandatory": 0,
|
||||
"is_single": 0,
|
||||
"is_single": 1,
|
||||
"is_skipped": 0,
|
||||
"modified": "2020-05-12 18:25:08.509900",
|
||||
"modified": "2021-08-24 18:08:08.345735",
|
||||
"modified_by": "Administrator",
|
||||
"name": "Introduction to Buying",
|
||||
"owner": "Administrator",
|
||||
"show_full_form": 0,
|
||||
"title": "Introduction to Buying",
|
||||
"reference_document": "Buying Settings",
|
||||
"show_form_tour": 1,
|
||||
"show_full_form": 1,
|
||||
"title": "Buying Settings",
|
||||
"validate_action": 1,
|
||||
"video_url": "https://youtu.be/efFajTTQBa8"
|
||||
}
|
@ -45,7 +45,6 @@ class TestProcurementTracker(unittest.TestCase):
|
||||
pr = make_purchase_receipt(po.name)
|
||||
pr.get("items")[0].cost_center = "Main - _TPC"
|
||||
pr.submit()
|
||||
frappe.db.commit()
|
||||
date_obj = datetime.date(datetime.now())
|
||||
|
||||
po.load_from_db()
|
||||
|
@ -30,7 +30,14 @@ frappe.query_reports["Purchase Order Analysis"] = {
|
||||
"default": frappe.datetime.get_today()
|
||||
},
|
||||
{
|
||||
"fieldname": "purchase_order",
|
||||
"fieldname":"project",
|
||||
"label": __("Project"),
|
||||
"fieldtype": "Link",
|
||||
"width": "80",
|
||||
"options": "Project"
|
||||
},
|
||||
{
|
||||
"fieldname": "name",
|
||||
"label": __("Purchase Order"),
|
||||
"fieldtype": "Link",
|
||||
"width": "80",
|
||||
|
@ -41,14 +41,12 @@ def get_conditions(filters):
|
||||
if filters.get("from_date") and filters.get("to_date"):
|
||||
conditions += " and po.transaction_date between %(from_date)s and %(to_date)s"
|
||||
|
||||
if filters.get("company"):
|
||||
conditions += " and po.company = %(company)s"
|
||||
for field in ['company', 'name', 'status']:
|
||||
if filters.get(field):
|
||||
conditions += f" and po.{field} = %({field})s"
|
||||
|
||||
if filters.get("purchase_order"):
|
||||
conditions += " and po.name = %(purchase_order)s"
|
||||
|
||||
if filters.get("status"):
|
||||
conditions += " and po.status in %(status)s"
|
||||
if filters.get('project'):
|
||||
conditions += " and poi.project = %(project)s"
|
||||
|
||||
return conditions
|
||||
|
||||
@ -57,6 +55,7 @@ def get_data(conditions, filters):
|
||||
SELECT
|
||||
po.transaction_date as date,
|
||||
poi.schedule_date as required_date,
|
||||
poi.project,
|
||||
po.name as purchase_order,
|
||||
po.status, po.supplier, poi.item_code,
|
||||
poi.qty, poi.received_qty,
|
||||
@ -175,6 +174,12 @@ def get_columns(filters):
|
||||
"fieldtype": "Link",
|
||||
"options": "Supplier",
|
||||
"width": 130
|
||||
},{
|
||||
"label": _("Project"),
|
||||
"fieldname": "project",
|
||||
"fieldtype": "Link",
|
||||
"options": "Project",
|
||||
"width": 130
|
||||
}]
|
||||
|
||||
if not filters.get("group_by_po"):
|
||||
|
@ -1,27 +1,18 @@
|
||||
{
|
||||
"cards_label": "",
|
||||
"category": "",
|
||||
"charts": [
|
||||
{
|
||||
"chart_name": "Purchase Order Trends",
|
||||
"label": "Purchase Order Trends"
|
||||
}
|
||||
],
|
||||
"charts_label": "",
|
||||
"content": "[{\"type\": \"onboarding\", \"data\": {\"onboarding_name\":\"Buying\", \"col\": 12}}, {\"type\": \"chart\", \"data\": {\"chart_name\": \"Purchase Order Trends\", \"col\": 12}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Item\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Material Request\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Purchase Order\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Purchase Analytics\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Purchase Order Analysis\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Buying\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Items & Pricing\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Settings\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Supplier\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Supplier Scorecard\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Key Reports\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Other Reports\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Regional\", \"col\": 4}}]",
|
||||
"creation": "2020-01-28 11:50:26.195467",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "buying",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "Buying",
|
||||
"links": [
|
||||
{
|
||||
@ -518,15 +509,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-05 12:15:56.218427",
|
||||
"modified": "2021-08-05 12:15:56.218428",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Buying",
|
||||
"name": "Buying",
|
||||
"onboarding": "Buying",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "",
|
||||
"roles": [],
|
||||
@ -572,6 +560,5 @@
|
||||
"type": "Dashboard"
|
||||
}
|
||||
],
|
||||
"shortcuts_label": "",
|
||||
"title": "Buying"
|
||||
}
|
@ -696,36 +696,6 @@ def get_purchase_invoices(doctype, txt, searchfield, start, page_len, filters):
|
||||
return frappe.db.sql(query, filters)
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
@frappe.validate_and_sanitize_search_inputs
|
||||
def get_healthcare_service_units(doctype, txt, searchfield, start, page_len, filters):
|
||||
query = """
|
||||
select name
|
||||
from `tabHealthcare Service Unit`
|
||||
where
|
||||
is_group = 0
|
||||
and company = {company}
|
||||
and name like {txt}""".format(
|
||||
company = frappe.db.escape(filters.get('company')), txt = frappe.db.escape('%{0}%'.format(txt)))
|
||||
|
||||
if filters and filters.get('inpatient_record'):
|
||||
from erpnext.healthcare.doctype.inpatient_medication_entry.inpatient_medication_entry import (
|
||||
get_current_healthcare_service_unit,
|
||||
)
|
||||
service_unit = get_current_healthcare_service_unit(filters.get('inpatient_record'))
|
||||
|
||||
# if the patient is admitted, then appointments should be allowed against the admission service unit,
|
||||
# inspite of it being an Inpatient Occupancy service unit
|
||||
if service_unit:
|
||||
query += " and (allow_appointments = 1 or name = {service_unit})".format(service_unit = frappe.db.escape(service_unit))
|
||||
else:
|
||||
query += " and allow_appointments = 1"
|
||||
else:
|
||||
query += " and allow_appointments = 1"
|
||||
|
||||
return frappe.db.sql(query, filters)
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
@frappe.validate_and_sanitize_search_inputs
|
||||
def get_tax_template(doctype, txt, searchfield, start, page_len, filters):
|
||||
|
@ -424,7 +424,7 @@ class SellingController(StockController):
|
||||
or (cint(self.is_return) and self.docstatus==2)):
|
||||
sl_entries.append(self.get_sle_for_source_warehouse(d))
|
||||
|
||||
if d.target_warehouse and self.get("is_internal_customer"):
|
||||
if d.target_warehouse:
|
||||
sl_entries.append(self.get_sle_for_target_warehouse(d))
|
||||
|
||||
if d.warehouse and ((not cint(self.is_return) and self.docstatus==2)
|
||||
@ -559,6 +559,12 @@ class SellingController(StockController):
|
||||
frappe.throw(_("Row {0}: Delivery Warehouse ({1}) and Customer Warehouse ({2}) can not be same")
|
||||
.format(d.idx, warehouse, warehouse))
|
||||
|
||||
if not self.get("is_internal_customer") and any(d.get("target_warehouse") for d in items):
|
||||
msg = _("Target Warehouse is set for some items but the customer is not an internal customer.")
|
||||
msg += " " + _("This {} will be treated as material transfer.").format(_(self.doctype))
|
||||
frappe.msgprint(msg, title="Internal Transfer", alert=True)
|
||||
|
||||
|
||||
def validate_items(self):
|
||||
# validate items to see if they have is_sales_item enabled
|
||||
from erpnext.controllers.buying_controller import validate_item_type
|
||||
|
@ -591,7 +591,7 @@ def future_sle_exists(args, sl_entries=None):
|
||||
|
||||
data = frappe.db.sql("""
|
||||
select item_code, warehouse, count(name) as total_row
|
||||
from `tabStock Ledger Entry`
|
||||
from `tabStock Ledger Entry` force index (item_warehouse)
|
||||
where
|
||||
({})
|
||||
and timestamp(posting_date, posting_time)
|
||||
|
@ -51,7 +51,7 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
|
||||
}
|
||||
}
|
||||
|
||||
add_lead_to_prospect (frm) {
|
||||
add_lead_to_prospect () {
|
||||
frappe.prompt([
|
||||
{
|
||||
fieldname: 'prospect',
|
||||
@ -65,7 +65,7 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
|
||||
frappe.call({
|
||||
method: 'erpnext.crm.doctype.lead.lead.add_lead_to_prospect',
|
||||
args: {
|
||||
'lead': frm.doc.name,
|
||||
'lead': cur_frm.doc.name,
|
||||
'prospect': data.prospect
|
||||
},
|
||||
callback: function(r) {
|
||||
@ -79,41 +79,41 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
|
||||
}, __('Add Lead to Prospect'), __('Add'));
|
||||
}
|
||||
|
||||
make_customer (frm) {
|
||||
make_customer () {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.lead.lead.make_customer",
|
||||
frm: frm
|
||||
frm: cur_frm
|
||||
})
|
||||
}
|
||||
|
||||
make_opportunity (frm) {
|
||||
make_opportunity () {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
|
||||
frm: frm
|
||||
frm: cur_frm
|
||||
})
|
||||
}
|
||||
|
||||
make_quotation (frm) {
|
||||
make_quotation () {
|
||||
frappe.model.open_mapped_doc({
|
||||
method: "erpnext.crm.doctype.lead.lead.make_quotation",
|
||||
frm: frm
|
||||
frm: cur_frm
|
||||
})
|
||||
}
|
||||
|
||||
make_prospect (frm) {
|
||||
make_prospect () {
|
||||
frappe.model.with_doctype("Prospect", function() {
|
||||
let prospect = frappe.model.get_new_doc("Prospect");
|
||||
prospect.company_name = frm.doc.company_name;
|
||||
prospect.no_of_employees = frm.doc.no_of_employees;
|
||||
prospect.industry = frm.doc.industry;
|
||||
prospect.market_segment = frm.doc.market_segment;
|
||||
prospect.territory = frm.doc.territory;
|
||||
prospect.fax = frm.doc.fax;
|
||||
prospect.website = frm.doc.website;
|
||||
prospect.prospect_owner = frm.doc.lead_owner;
|
||||
prospect.company_name = cur_frm.doc.company_name;
|
||||
prospect.no_of_employees = cur_frm.doc.no_of_employees;
|
||||
prospect.industry = cur_frm.doc.industry;
|
||||
prospect.market_segment = cur_frm.doc.market_segment;
|
||||
prospect.territory = cur_frm.doc.territory;
|
||||
prospect.fax = cur_frm.doc.fax;
|
||||
prospect.website = cur_frm.doc.website;
|
||||
prospect.prospect_owner = cur_frm.doc.lead_owner;
|
||||
|
||||
let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
|
||||
lead_prospect_row.lead = frm.doc.name;
|
||||
lead_prospect_row.lead = cur_frm.doc.name;
|
||||
|
||||
frappe.set_route("Form", "Prospect", prospect.name);
|
||||
});
|
||||
|
@ -1,5 +1,4 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [
|
||||
{
|
||||
"chart_name": "Territory Wise Sales"
|
||||
@ -7,18 +6,12 @@
|
||||
],
|
||||
"content": "[{\"type\": \"onboarding\", \"data\": {\"onboarding_name\":\"CRM\", \"col\": 12}}, {\"type\": \"chart\", \"data\": {\"chart_name\": null, \"col\": 12}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Lead\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Opportunity\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Customer\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Sales Analytics\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Sales Pipeline\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Reports\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Maintenance\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Campaign\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Settings\", \"col\": 4}}]",
|
||||
"creation": "2020-01-23 14:48:30.183272",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "crm",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "CRM",
|
||||
"links": [
|
||||
{
|
||||
@ -421,15 +414,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-19 19:08:08.728876",
|
||||
"modified": "2021-08-20 12:15:56.913092",
|
||||
"modified_by": "Administrator",
|
||||
"module": "CRM",
|
||||
"name": "CRM",
|
||||
"onboarding": "CRM",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "",
|
||||
"roles": [],
|
||||
|
@ -6,7 +6,7 @@ import frappe
|
||||
import frappe.utils
|
||||
|
||||
import erpnext
|
||||
from erpnext.demo.setup import education, healthcare, manufacture, retail, setup_data
|
||||
from erpnext.demo.setup import education, manufacture, retail, setup_data
|
||||
from erpnext.demo.user import accounts
|
||||
from erpnext.demo.user import education as edu
|
||||
from erpnext.demo.user import fixed_asset, hr, manufacturing, projects, purchase, sales, stock
|
||||
@ -38,8 +38,6 @@ def make(domain='Manufacturing', days=100):
|
||||
retail.setup_data()
|
||||
elif domain== 'Education':
|
||||
education.setup_data()
|
||||
elif domain== 'Healthcare':
|
||||
healthcare.setup_data()
|
||||
|
||||
site = frappe.local.site
|
||||
frappe.destroy()
|
||||
|
@ -16,9 +16,6 @@ data = {
|
||||
'Education': {
|
||||
'company_name': 'Whitmore College'
|
||||
},
|
||||
'Healthcare': {
|
||||
'company_name': 'ABC Hospital Ltd.'
|
||||
},
|
||||
'Agriculture': {
|
||||
'company_name': 'Schrute Farms'
|
||||
},
|
||||
|
@ -1,171 +0,0 @@
|
||||
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# License: GNU General Public License v3. See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import datetime
|
||||
import json
|
||||
|
||||
import frappe
|
||||
from frappe.utils import getdate
|
||||
from frappe.utils.make_random import get_random
|
||||
|
||||
from erpnext.demo.setup.setup_data import import_json
|
||||
from erpnext.healthcare.doctype.lab_test.lab_test import create_test_from_template
|
||||
|
||||
|
||||
def setup_data():
|
||||
frappe.flags.mute_emails = True
|
||||
make_masters()
|
||||
make_patient()
|
||||
make_lab_test()
|
||||
make_consulation()
|
||||
make_appointment()
|
||||
consulation_on_appointment()
|
||||
lab_test_on_encounter()
|
||||
frappe.db.commit()
|
||||
frappe.clear_cache()
|
||||
|
||||
def make_masters():
|
||||
import_json("Healthcare Practitioner")
|
||||
import_drug()
|
||||
frappe.db.commit()
|
||||
|
||||
def make_patient():
|
||||
file_path = get_json_path("Patient")
|
||||
with open(file_path, "r") as open_file:
|
||||
patient_data = json.loads(open_file.read())
|
||||
count = 1
|
||||
|
||||
for d in enumerate(patient_data):
|
||||
patient = frappe.new_doc("Patient")
|
||||
patient.patient_name = d[1]['patient_name'].title()
|
||||
patient.sex = d[1]['gender']
|
||||
patient.blood_group = "A Positive"
|
||||
patient.date_of_birth = datetime.datetime(1990, 3, 25)
|
||||
patient.email_id = d[1]['patient_name'] + "_" + patient.date_of_birth.strftime('%m/%d/%Y') + "@example.com"
|
||||
if count <5:
|
||||
patient.insert()
|
||||
frappe.db.commit()
|
||||
count+=1
|
||||
|
||||
def make_appointment():
|
||||
i = 1
|
||||
while i <= 4:
|
||||
practitioner = get_random("Healthcare Practitioner")
|
||||
department = frappe.get_value("Healthcare Practitioner", practitioner, "department")
|
||||
patient = get_random("Patient")
|
||||
patient_sex = frappe.get_value("Patient", patient, "sex")
|
||||
appointment = frappe.new_doc("Patient Appointment")
|
||||
startDate = datetime.datetime.now()
|
||||
for x in random_date(startDate,0):
|
||||
appointment_datetime = x
|
||||
appointment.appointment_datetime = appointment_datetime
|
||||
appointment.appointment_time = appointment_datetime
|
||||
appointment.appointment_date = appointment_datetime
|
||||
appointment.patient = patient
|
||||
appointment.patient_sex = patient_sex
|
||||
appointment.practitioner = practitioner
|
||||
appointment.department = department
|
||||
appointment.save(ignore_permissions = True)
|
||||
i += 1
|
||||
|
||||
def make_consulation():
|
||||
for i in range(3):
|
||||
practitioner = get_random("Healthcare Practitioner")
|
||||
department = frappe.get_value("Healthcare Practitioner", practitioner, "department")
|
||||
patient = get_random("Patient")
|
||||
patient_sex = frappe.get_value("Patient", patient, "sex")
|
||||
encounter = set_encounter(patient, patient_sex, practitioner, department, getdate(), i)
|
||||
encounter.save(ignore_permissions=True)
|
||||
|
||||
def consulation_on_appointment():
|
||||
for i in range(3):
|
||||
appointment = get_random("Patient Appointment")
|
||||
appointment = frappe.get_doc("Patient Appointment",appointment)
|
||||
encounter = set_encounter(appointment.patient, appointment.patient_sex, appointment.practitioner, appointment.department, appointment.appointment_date, i)
|
||||
encounter.appointment = appointment.name
|
||||
encounter.save(ignore_permissions=True)
|
||||
|
||||
def set_encounter(patient, patient_sex, practitioner, department, encounter_date, i):
|
||||
encounter = frappe.new_doc("Patient Encounter")
|
||||
encounter.patient = patient
|
||||
encounter.patient_sex = patient_sex
|
||||
encounter.practitioner = practitioner
|
||||
encounter.visit_department = department
|
||||
encounter.encounter_date = encounter_date
|
||||
if i > 2 and patient_sex=='Female':
|
||||
encounter.symptoms = "Having chest pains for the last week."
|
||||
encounter.diagnosis = """This patient's description of dull, aching,
|
||||
exertion related substernal chest pain is suggestive of ischemic
|
||||
cardiac origin. Her findings of a FH of early ASCVD, hypertension,
|
||||
and early surgical menopause are pertinent risk factors for development
|
||||
of coronary artery disease. """
|
||||
else:
|
||||
encounter = append_drug_rx(encounter)
|
||||
encounter = append_test_rx(encounter)
|
||||
return encounter
|
||||
|
||||
def make_lab_test():
|
||||
practitioner = get_random("Healthcare Practitioner")
|
||||
patient = get_random("Patient")
|
||||
patient_sex = frappe.get_value("Patient", patient, "sex")
|
||||
template = get_random("Lab Test Template")
|
||||
set_lab_test(patient, patient_sex, practitioner, template)
|
||||
|
||||
def lab_test_on_encounter():
|
||||
i = 1
|
||||
while i <= 2:
|
||||
test_rx = get_random("Lab Prescription", filters={'test_created': 0})
|
||||
test_rx = frappe.get_doc("Lab Prescription", test_rx)
|
||||
encounter = frappe.get_doc("Patient Encounter", test_rx.parent)
|
||||
set_lab_test(encounter.patient, encounter.patient_sex, encounter.practitioner, test_rx.test_code, test_rx.name)
|
||||
i += 1
|
||||
|
||||
def set_lab_test(patient, patient_sex, practitioner, template, rx=None):
|
||||
lab_test = frappe.new_doc("Lab Test")
|
||||
lab_test.practitioner = practitioner
|
||||
lab_test.patient = patient
|
||||
lab_test.patient_sex = patient_sex
|
||||
lab_test.template = template
|
||||
lab_test.prescription = rx
|
||||
create_test_from_template(lab_test)
|
||||
|
||||
def append_test_rx(encounter):
|
||||
i = 1
|
||||
while i <= 2:
|
||||
test_rx = encounter.append("test_prescription")
|
||||
test_rx.test_code = get_random("Lab Test Template")
|
||||
i += 1
|
||||
return encounter
|
||||
|
||||
def append_drug_rx(encounter):
|
||||
i = 1
|
||||
while i <= 3:
|
||||
drug = get_random("Item", filters={"item_group":"Drug"})
|
||||
drug = frappe.get_doc("Item", drug)
|
||||
drug_rx = encounter.append("drug_prescription")
|
||||
drug_rx.drug_code = drug.item_code
|
||||
drug_rx.drug_name = drug.item_name
|
||||
drug_rx.dosage = get_random("Prescription Dosage")
|
||||
drug_rx.period = get_random("Prescription Duration")
|
||||
i += 1
|
||||
return encounter
|
||||
|
||||
def random_date(start,l):
|
||||
current = start
|
||||
while l >= 0:
|
||||
curr = current + datetime.timedelta(minutes=60)
|
||||
yield curr
|
||||
l-=1
|
||||
|
||||
def import_drug():
|
||||
frappe.flags.in_import = True
|
||||
data = json.loads(open(frappe.get_app_path('erpnext', 'demo', 'data', 'drug_list.json')).read())
|
||||
for d in data:
|
||||
doc = frappe.new_doc("Item")
|
||||
doc.update(d)
|
||||
doc.insert()
|
||||
frappe.flags.in_import = False
|
||||
|
||||
def get_json_path(doctype):
|
||||
return frappe.get_app_path('erpnext', 'demo', 'data', frappe.scrub(doctype) + '.json')
|
@ -196,10 +196,6 @@ def setup_user_roles(domain):
|
||||
'Purchase Manager', 'Projects User', 'Manufacturing User', 'Manufacturing Manager',
|
||||
'Support Team')
|
||||
|
||||
if domain == "Healthcare":
|
||||
user.add_roles('Physician', 'Healthcare Administrator', 'Laboratory User',
|
||||
'Nursing User', 'Patient')
|
||||
|
||||
if domain == "Education":
|
||||
user.add_roles('Academics User')
|
||||
|
||||
|
@ -1,71 +0,0 @@
|
||||
from __future__ import unicode_literals
|
||||
|
||||
data = {
|
||||
'desktop_icons': [
|
||||
'Patient',
|
||||
'Patient Appointment',
|
||||
'Patient Encounter',
|
||||
'Lab Test',
|
||||
'Healthcare',
|
||||
'Vital Signs',
|
||||
'Clinical Procedure',
|
||||
'Inpatient Record',
|
||||
'Accounts',
|
||||
'Buying',
|
||||
'Stock',
|
||||
'HR',
|
||||
'ToDo'
|
||||
],
|
||||
'default_portal_role': 'Patient',
|
||||
'restricted_roles': [
|
||||
'Healthcare Administrator',
|
||||
'LabTest Approver',
|
||||
'Laboratory User',
|
||||
'Nursing User',
|
||||
'Physician',
|
||||
'Patient'
|
||||
],
|
||||
'custom_fields': {
|
||||
'Sales Invoice': [
|
||||
{
|
||||
'fieldname': 'patient', 'label': 'Patient', 'fieldtype': 'Link', 'options': 'Patient',
|
||||
'insert_after': 'naming_series'
|
||||
},
|
||||
{
|
||||
'fieldname': 'patient_name', 'label': 'Patient Name', 'fieldtype': 'Data', 'fetch_from': 'patient.patient_name',
|
||||
'insert_after': 'patient', 'read_only': True
|
||||
},
|
||||
{
|
||||
'fieldname': 'ref_practitioner', 'label': 'Referring Practitioner', 'fieldtype': 'Link', 'options': 'Healthcare Practitioner',
|
||||
'insert_after': 'customer'
|
||||
}
|
||||
],
|
||||
'Sales Invoice Item': [
|
||||
{
|
||||
'fieldname': 'reference_dt', 'label': 'Reference DocType', 'fieldtype': 'Link', 'options': 'DocType',
|
||||
'insert_after': 'edit_references'
|
||||
},
|
||||
{
|
||||
'fieldname': 'reference_dn', 'label': 'Reference Name', 'fieldtype': 'Dynamic Link', 'options': 'reference_dt',
|
||||
'insert_after': 'reference_dt'
|
||||
}
|
||||
],
|
||||
'Stock Entry': [
|
||||
{
|
||||
'fieldname': 'inpatient_medication_entry', 'label': 'Inpatient Medication Entry', 'fieldtype': 'Link', 'options': 'Inpatient Medication Entry',
|
||||
'insert_after': 'credit_note', 'read_only': True
|
||||
}
|
||||
],
|
||||
'Stock Entry Detail': [
|
||||
{
|
||||
'fieldname': 'patient', 'label': 'Patient', 'fieldtype': 'Link', 'options': 'Patient',
|
||||
'insert_after': 'po_detail', 'read_only': True
|
||||
},
|
||||
{
|
||||
'fieldname': 'inpatient_medication_entry_child', 'label': 'Inpatient Medication Entry Child', 'fieldtype': 'Data',
|
||||
'insert_after': 'patient', 'read_only': True
|
||||
}
|
||||
]
|
||||
},
|
||||
'on_setup': 'erpnext.healthcare.setup.setup_healthcare'
|
||||
}
|
@ -138,7 +138,9 @@ class Student(Document):
|
||||
enrollment.submit()
|
||||
return enrollment
|
||||
|
||||
def enroll_in_course(self, course_name, program_enrollment, enrollment_date=frappe.utils.datetime.datetime.now()):
|
||||
def enroll_in_course(self, course_name, program_enrollment, enrollment_date=None):
|
||||
if enrollment_date is None:
|
||||
enrollment_date = frappe.utils.datetime.datetime.now()
|
||||
try:
|
||||
enrollment = frappe.get_doc({
|
||||
"doctype": "Course Enrollment",
|
||||
|
@ -1,5 +1,4 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [
|
||||
{
|
||||
"chart_name": "Program Enrollments",
|
||||
@ -8,18 +7,12 @@
|
||||
],
|
||||
"content": "[{\"type\": \"onboarding\", \"data\": {\"onboarding_name\":\"Education\", \"col\": 12}}, {\"type\": \"chart\", \"data\": {\"chart_name\": \"Program Enrollments\", \"col\": 12}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Your Shortcuts\", \"level\": 4, \"col\": 12}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Student\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Instructor\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Program\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Course\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Fees\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Student Monthly Attendance Sheet\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Course Scheduling Tool\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Student Attendance Tool\", \"col\": 4}}, {\"type\": \"shortcut\", \"data\": {\"shortcut_name\": \"Dashboard\", \"col\": 4}}, {\"type\": \"spacer\", \"data\": {\"col\": 12}}, {\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Student and Instructor\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Masters\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Content Masters\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Settings\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Admission\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Fees\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Schedule\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Attendance\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"LMS Activity\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Assessment\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Assessment Reports\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Tools\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Other Reports\", \"col\": 4}}]",
|
||||
"creation": "2020-03-02 17:22:57.066401",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "education",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "Education",
|
||||
"links": [
|
||||
{
|
||||
@ -699,15 +692,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-05 12:15:57.929275",
|
||||
"modified": "2021-08-05 12:15:57.929276",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Education",
|
||||
"name": "Education",
|
||||
"onboarding": "Education",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "Education",
|
||||
"roles": [],
|
||||
|
@ -0,0 +1,51 @@
|
||||
{
|
||||
"actions": [],
|
||||
"allow_rename": 1,
|
||||
"creation": "2021-09-11 05:09:53.773838",
|
||||
"doctype": "DocType",
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"region",
|
||||
"region_code",
|
||||
"country",
|
||||
"country_code"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"fieldname": "region",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Region"
|
||||
},
|
||||
{
|
||||
"fieldname": "region_code",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Region Code"
|
||||
},
|
||||
{
|
||||
"fieldname": "country",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Country"
|
||||
},
|
||||
{
|
||||
"fieldname": "country_code",
|
||||
"fieldtype": "Data",
|
||||
"in_list_view": 1,
|
||||
"label": "Country Code"
|
||||
}
|
||||
],
|
||||
"index_web_pages_for_search": 1,
|
||||
"istable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-09-14 05:33:06.444710",
|
||||
"modified_by": "Administrator",
|
||||
"module": "ERPNext Integrations",
|
||||
"name": "TaxJar Nexus",
|
||||
"owner": "Administrator",
|
||||
"permissions": [],
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1
|
||||
}
|
@ -5,5 +5,5 @@
|
||||
from frappe.model.document import Document
|
||||
|
||||
|
||||
class TreatmentPlanTemplateItem(Document):
|
||||
class TaxJarNexus(Document):
|
||||
pass
|
@ -5,5 +5,16 @@ frappe.ui.form.on('TaxJar Settings', {
|
||||
is_sandbox: (frm) => {
|
||||
frm.toggle_reqd("api_key", !frm.doc.is_sandbox);
|
||||
frm.toggle_reqd("sandbox_api_key", frm.doc.is_sandbox);
|
||||
}
|
||||
},
|
||||
|
||||
refresh: (frm) => {
|
||||
frm.add_custom_button(__('Update Nexus List'), function() {
|
||||
frm.call({
|
||||
doc: frm.doc,
|
||||
method: 'update_nexus_list'
|
||||
});
|
||||
});
|
||||
},
|
||||
|
||||
|
||||
});
|
||||
|
@ -6,8 +6,8 @@
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"is_sandbox",
|
||||
"taxjar_calculate_tax",
|
||||
"is_sandbox",
|
||||
"taxjar_create_transactions",
|
||||
"credentials",
|
||||
"api_key",
|
||||
@ -16,7 +16,10 @@
|
||||
"configuration",
|
||||
"tax_account_head",
|
||||
"configuration_cb",
|
||||
"shipping_account_head"
|
||||
"shipping_account_head",
|
||||
"section_break_12",
|
||||
"nexus_address",
|
||||
"nexus"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
@ -54,6 +57,7 @@
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"depends_on": "taxjar_calculate_tax",
|
||||
"fieldname": "is_sandbox",
|
||||
"fieldtype": "Check",
|
||||
"label": "Sandbox Mode"
|
||||
@ -69,6 +73,7 @@
|
||||
},
|
||||
{
|
||||
"default": "0",
|
||||
"depends_on": "taxjar_calculate_tax",
|
||||
"fieldname": "taxjar_create_transactions",
|
||||
"fieldtype": "Check",
|
||||
"label": "Create TaxJar Transaction"
|
||||
@ -82,11 +87,28 @@
|
||||
{
|
||||
"fieldname": "cb_keys",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "section_break_12",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Nexus List"
|
||||
},
|
||||
{
|
||||
"fieldname": "nexus_address",
|
||||
"fieldtype": "HTML",
|
||||
"label": "Nexus Address"
|
||||
},
|
||||
{
|
||||
"fieldname": "nexus",
|
||||
"fieldtype": "Table",
|
||||
"label": "Nexus",
|
||||
"options": "TaxJar Nexus",
|
||||
"read_only": 1
|
||||
}
|
||||
],
|
||||
"issingle": 1,
|
||||
"links": [],
|
||||
"modified": "2020-04-30 04:38:03.311089",
|
||||
"modified": "2021-10-06 10:59:13.475442",
|
||||
"modified_by": "Administrator",
|
||||
"module": "ERPNext Integrations",
|
||||
"name": "TaxJar Settings",
|
||||
|
@ -4,9 +4,98 @@
|
||||
|
||||
from __future__ import unicode_literals
|
||||
|
||||
# import frappe
|
||||
import json
|
||||
import os
|
||||
|
||||
import frappe
|
||||
from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
|
||||
from frappe.model.document import Document
|
||||
from frappe.permissions import add_permission, update_permission_property
|
||||
|
||||
from erpnext.erpnext_integrations.taxjar_integration import get_client
|
||||
|
||||
|
||||
class TaxJarSettings(Document):
|
||||
pass
|
||||
|
||||
def on_update(self):
|
||||
TAXJAR_CREATE_TRANSACTIONS = frappe.db.get_single_value("TaxJar Settings", "taxjar_create_transactions")
|
||||
TAXJAR_CALCULATE_TAX = frappe.db.get_single_value("TaxJar Settings", "taxjar_calculate_tax")
|
||||
TAXJAR_SANDBOX_MODE = frappe.db.get_single_value("TaxJar Settings", "is_sandbox")
|
||||
|
||||
fields_already_exist = frappe.db.exists('Custom Field', {'dt': ('in', ['Item','Sales Invoice Item']), 'fieldname':'product_tax_category'})
|
||||
fields_hidden = frappe.get_value('Custom Field', {'dt': ('in', ['Sales Invoice Item'])}, 'hidden')
|
||||
|
||||
if (TAXJAR_CREATE_TRANSACTIONS or TAXJAR_CALCULATE_TAX or TAXJAR_SANDBOX_MODE):
|
||||
if not fields_already_exist:
|
||||
add_product_tax_categories()
|
||||
make_custom_fields()
|
||||
add_permissions()
|
||||
frappe.enqueue('erpnext.regional.united_states.setup.add_product_tax_categories', now=False)
|
||||
|
||||
elif fields_already_exist and fields_hidden:
|
||||
toggle_tax_category_fields(hidden='0')
|
||||
|
||||
elif fields_already_exist:
|
||||
toggle_tax_category_fields(hidden='1')
|
||||
|
||||
def validate(self):
|
||||
self.calculate_taxes_validation_for_create_transactions()
|
||||
|
||||
@frappe.whitelist()
|
||||
def update_nexus_list(self):
|
||||
client = get_client()
|
||||
nexus = client.nexus_regions()
|
||||
|
||||
new_nexus_list = [frappe._dict(address) for address in nexus]
|
||||
|
||||
self.set('nexus', [])
|
||||
self.set('nexus', new_nexus_list)
|
||||
self.save()
|
||||
|
||||
def calculate_taxes_validation_for_create_transactions(self):
|
||||
if not self.taxjar_calculate_tax and (self.taxjar_create_transactions or self.is_sandbox):
|
||||
frappe.throw(frappe._('Before enabling <b>Create Transaction</b> or <b>Sandbox Mode</b>, you need to check the <b>Enable Tax Calculation</b> box'))
|
||||
|
||||
|
||||
def toggle_tax_category_fields(hidden):
|
||||
frappe.set_value('Custom Field', {'dt':'Sales Invoice Item', 'fieldname':'product_tax_category'}, 'hidden', hidden)
|
||||
frappe.set_value('Custom Field', {'dt':'Item', 'fieldname':'product_tax_category'}, 'hidden', hidden)
|
||||
|
||||
|
||||
def add_product_tax_categories():
|
||||
with open(os.path.join(os.path.dirname(__file__), 'product_tax_category_data.json'), 'r') as f:
|
||||
tax_categories = json.loads(f.read())
|
||||
create_tax_categories(tax_categories['categories'])
|
||||
|
||||
def create_tax_categories(data):
|
||||
for d in data:
|
||||
if not frappe.db.exists('Product Tax Category',{'product_tax_code':d.get('product_tax_code')}):
|
||||
tax_category = frappe.new_doc('Product Tax Category')
|
||||
tax_category.description = d.get("description")
|
||||
tax_category.product_tax_code = d.get("product_tax_code")
|
||||
tax_category.category_name = d.get("name")
|
||||
tax_category.db_insert()
|
||||
|
||||
def make_custom_fields(update=True):
|
||||
custom_fields = {
|
||||
'Sales Invoice Item': [
|
||||
dict(fieldname='product_tax_category', fieldtype='Link', insert_after='description', options='Product Tax Category',
|
||||
label='Product Tax Category', fetch_from='item_code.product_tax_category'),
|
||||
dict(fieldname='tax_collectable', fieldtype='Currency', insert_after='net_amount',
|
||||
label='Tax Collectable', read_only=1),
|
||||
dict(fieldname='taxable_amount', fieldtype='Currency', insert_after='tax_collectable',
|
||||
label='Taxable Amount', read_only=1)
|
||||
],
|
||||
'Item': [
|
||||
dict(fieldname='product_tax_category', fieldtype='Link', insert_after='item_group', options='Product Tax Category',
|
||||
label='Product Tax Category')
|
||||
]
|
||||
}
|
||||
create_custom_fields(custom_fields, update=update)
|
||||
|
||||
def add_permissions():
|
||||
doctype = "Product Tax Category"
|
||||
for role in ('Accounts Manager', 'Accounts User', 'System Manager','Item Manager', 'Stock Manager'):
|
||||
add_permission(doctype, role, 0)
|
||||
update_permission_property(doctype, role, 0, 'write', 1)
|
||||
update_permission_property(doctype, role, 0, 'create', 1)
|
||||
|
@ -4,7 +4,7 @@ import frappe
|
||||
import taxjar
|
||||
from frappe import _
|
||||
from frappe.contacts.doctype.address.address import get_company_address
|
||||
from frappe.utils import cint
|
||||
from frappe.utils import cint, flt
|
||||
|
||||
from erpnext import get_default_company
|
||||
|
||||
@ -103,7 +103,7 @@ def get_tax_data(doc):
|
||||
|
||||
shipping = sum([tax.tax_amount for tax in doc.taxes if tax.account_head == SHIP_ACCOUNT_HEAD])
|
||||
|
||||
line_items = [get_line_item_dict(item) for item in doc.items]
|
||||
line_items = [get_line_item_dict(item, doc.docstatus) for item in doc.items]
|
||||
|
||||
if from_shipping_state not in SUPPORTED_STATE_CODES:
|
||||
from_shipping_state = get_state_code(from_address, 'Company')
|
||||
@ -139,14 +139,21 @@ def get_state_code(address, location):
|
||||
|
||||
return state_code
|
||||
|
||||
def get_line_item_dict(item):
|
||||
return dict(
|
||||
def get_line_item_dict(item, docstatus):
|
||||
tax_dict = dict(
|
||||
id = item.get('idx'),
|
||||
quantity = item.get('qty'),
|
||||
unit_price = item.get('rate'),
|
||||
product_tax_code = item.get('product_tax_category')
|
||||
)
|
||||
|
||||
if docstatus == 1:
|
||||
tax_dict.update({
|
||||
'sales_tax':item.get('tax_collectable')
|
||||
})
|
||||
|
||||
return tax_dict
|
||||
|
||||
def set_sales_tax(doc, method):
|
||||
if not TAXJAR_CALCULATE_TAX:
|
||||
return
|
||||
@ -164,6 +171,9 @@ def set_sales_tax(doc, method):
|
||||
setattr(doc, "taxes", [tax for tax in doc.taxes if tax.account_head != TAX_ACCOUNT_HEAD])
|
||||
return
|
||||
|
||||
# check if delivering within a nexus
|
||||
check_for_nexus(doc, tax_dict)
|
||||
|
||||
tax_data = validate_tax_request(tax_dict)
|
||||
if tax_data is not None:
|
||||
if not tax_data.amount_to_collect:
|
||||
@ -191,6 +201,17 @@ def set_sales_tax(doc, method):
|
||||
|
||||
doc.run_method("calculate_taxes_and_totals")
|
||||
|
||||
def check_for_nexus(doc, tax_dict):
|
||||
if not frappe.db.get_value('TaxJar Nexus', {'region_code': tax_dict["to_state"]}):
|
||||
for item in doc.get("items"):
|
||||
item.tax_collectable = flt(0)
|
||||
item.taxable_amount = flt(0)
|
||||
|
||||
for tax in doc.taxes:
|
||||
if tax.account_head == TAX_ACCOUNT_HEAD:
|
||||
doc.taxes.remove(tax)
|
||||
return
|
||||
|
||||
def check_sales_tax_exemption(doc):
|
||||
# if the party is exempt from sales tax, then set all tax account heads to zero
|
||||
sales_tax_exempted = hasattr(doc, "exempt_from_sales_tax") and doc.exempt_from_sales_tax \
|
||||
|
@ -1,20 +1,13 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [],
|
||||
"content": "[{\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Marketplace\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Payments\", \"col\": 4}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Settings\", \"col\": 4}}]",
|
||||
"creation": "2020-08-20 19:30:48.138801",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "integration",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "ERPNext Integrations",
|
||||
"links": [
|
||||
{
|
||||
@ -119,15 +112,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-05 12:15:58.740246",
|
||||
"modified": "2021-08-05 12:15:58.740247",
|
||||
"modified_by": "Administrator",
|
||||
"module": "ERPNext Integrations",
|
||||
"name": "ERPNext Integrations",
|
||||
"onboarding": "",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "",
|
||||
"roles": [],
|
||||
|
@ -1,20 +1,13 @@
|
||||
{
|
||||
"category": "",
|
||||
"charts": [],
|
||||
"content": "[{\"type\": \"header\", \"data\": {\"text\": \"Reports & Masters\", \"level\": 4, \"col\": 12}}, {\"type\": \"card\", \"data\": {\"card_name\": \"Integrations Settings\", \"col\": 4}}]",
|
||||
"creation": "2020-07-31 10:38:54.021237",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Workspace",
|
||||
"extends": "",
|
||||
"extends_another_page": 0,
|
||||
"for_user": "",
|
||||
"hide_custom": 0,
|
||||
"icon": "setting",
|
||||
"idx": 0,
|
||||
"is_default": 0,
|
||||
"is_standard": 0,
|
||||
"label": "ERPNext Integrations Settings",
|
||||
"links": [
|
||||
{
|
||||
@ -81,15 +74,12 @@
|
||||
"type": "Link"
|
||||
}
|
||||
],
|
||||
"modified": "2021-08-05 12:15:58.951704",
|
||||
"modified": "2021-08-05 12:15:58.951705",
|
||||
"modified_by": "Administrator",
|
||||
"module": "ERPNext Integrations",
|
||||
"name": "ERPNext Integrations Settings",
|
||||
"onboarding": "",
|
||||
"owner": "Administrator",
|
||||
"parent_page": "",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"public": 1,
|
||||
"restrict_to_domain": "",
|
||||
"roles": [],
|
||||
|
@ -1,26 +0,0 @@
|
||||
{
|
||||
"chart_name": "Clinical Procedures",
|
||||
"chart_type": "Group By",
|
||||
"creation": "2020-07-14 18:17:54.601236",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Clinical Procedure",
|
||||
"dynamic_filters_json": "[[\"Clinical Procedure\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
|
||||
"filters_json": "[[\"Clinical Procedure\",\"docstatus\",\"=\",\"1\",false]]",
|
||||
"group_by_based_on": "procedure_template",
|
||||
"group_by_type": "Count",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2021-01-30 21:03:30.086891",
|
||||
"modified": "2021-02-01 13:36:04.469863",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Clinical Procedures",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,26 +0,0 @@
|
||||
{
|
||||
"chart_name": "Clinical Procedure Status",
|
||||
"chart_type": "Group By",
|
||||
"creation": "2020-07-14 18:17:54.654325",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Clinical Procedure",
|
||||
"dynamic_filters_json": "[[\"Clinical Procedure\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
|
||||
"filters_json": "[[\"Clinical Procedure\",\"docstatus\",\"=\",\"1\",false]]",
|
||||
"group_by_based_on": "status",
|
||||
"group_by_type": "Count",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2021-02-01 13:36:38.787783",
|
||||
"modified": "2021-02-01 13:37:18.718275",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Clinical Procedures Status",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,25 +0,0 @@
|
||||
{
|
||||
"chart_name": "Department wise Patient Appointments",
|
||||
"chart_type": "Custom",
|
||||
"creation": "2020-07-17 11:25:37.190130",
|
||||
"custom_options": "{\"colors\": [\"#7CD5FA\", \"#5F62F6\", \"#7544E2\", \"#EE5555\"], \"barOptions\": {\"stacked\": 1}, \"height\": 300}",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"dynamic_filters_json": "{\"company\":\"frappe.defaults.get_user_default(\\\"Company\\\")\"}",
|
||||
"filters_json": "{}",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2020-07-22 15:32:05.827566",
|
||||
"modified": "2020-07-22 15:35:12.798035",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Department wise Patient Appointments",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"source": "Department wise Patient Appointments",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,26 +0,0 @@
|
||||
{
|
||||
"chart_name": "Diagnoses",
|
||||
"chart_type": "Group By",
|
||||
"creation": "2020-07-14 18:17:54.705698",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Patient Encounter Diagnosis",
|
||||
"dynamic_filters_json": "",
|
||||
"filters_json": "[]",
|
||||
"group_by_based_on": "diagnosis",
|
||||
"group_by_type": "Count",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2021-01-30 21:03:33.729487",
|
||||
"modified": "2021-02-01 13:34:57.385335",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Diagnoses",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,26 +0,0 @@
|
||||
{
|
||||
"chart_name": "In-Patient Status",
|
||||
"chart_type": "Group By",
|
||||
"creation": "2020-07-14 18:17:54.629199",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Inpatient Record",
|
||||
"dynamic_filters_json": "[[\"Inpatient Record\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
|
||||
"filters_json": "[]",
|
||||
"group_by_based_on": "status",
|
||||
"group_by_type": "Count",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2020-07-22 13:22:46.792131",
|
||||
"modified": "2020-07-22 13:33:16.008150",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "In-Patient Status",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,26 +0,0 @@
|
||||
{
|
||||
"chart_name": "Lab Tests",
|
||||
"chart_type": "Group By",
|
||||
"creation": "2020-07-14 18:17:54.574903",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Lab Test",
|
||||
"dynamic_filters_json": "[[\"Lab Test\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
|
||||
"filters_json": "[[\"Lab Test\",\"docstatus\",\"=\",\"1\",false]]",
|
||||
"group_by_based_on": "template",
|
||||
"group_by_type": "Count",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2021-01-30 21:03:28.272914",
|
||||
"modified": "2021-02-01 13:36:08.391433",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Lab Tests",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,27 +0,0 @@
|
||||
{
|
||||
"based_on": "appointment_datetime",
|
||||
"chart_name": "Patient Appointments",
|
||||
"chart_type": "Count",
|
||||
"creation": "2020-07-14 18:17:54.525082",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Patient Appointment",
|
||||
"dynamic_filters_json": "[[\"Patient Appointment\",\"company\",\"=\",\"frappe.defaults.get_user_default(\\\"Company\\\")\"]]",
|
||||
"filters_json": "[[\"Patient Appointment\",\"status\",\"!=\",\"Cancelled\",false]]",
|
||||
"idx": 0,
|
||||
"is_public": 0,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2020-07-22 13:22:46.830491",
|
||||
"modified": "2020-07-22 13:38:02.254190",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Patient Appointments",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"time_interval": "Daily",
|
||||
"timeseries": 1,
|
||||
"timespan": "Last Month",
|
||||
"type": "Line",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,26 +0,0 @@
|
||||
{
|
||||
"chart_name": "Symptoms",
|
||||
"chart_type": "Group By",
|
||||
"creation": "2020-07-14 18:17:54.680852",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart",
|
||||
"document_type": "Patient Encounter Symptom",
|
||||
"dynamic_filters_json": "",
|
||||
"filters_json": "[]",
|
||||
"group_by_based_on": "complaint",
|
||||
"group_by_type": "Count",
|
||||
"idx": 0,
|
||||
"is_public": 1,
|
||||
"is_standard": 1,
|
||||
"last_synced_on": "2021-01-30 21:03:32.067473",
|
||||
"modified": "2021-02-01 13:35:30.953718",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Symptoms",
|
||||
"number_of_groups": 0,
|
||||
"owner": "Administrator",
|
||||
"timeseries": 0,
|
||||
"type": "Bar",
|
||||
"use_report_chart": 0,
|
||||
"y_axis": []
|
||||
}
|
@ -1,14 +0,0 @@
|
||||
frappe.provide('frappe.dashboards.chart_sources');
|
||||
|
||||
frappe.dashboards.chart_sources["Department wise Patient Appointments"] = {
|
||||
method: "erpnext.healthcare.dashboard_chart_source.department_wise_patient_appointments.department_wise_patient_appointments.get",
|
||||
filters: [
|
||||
{
|
||||
fieldname: "company",
|
||||
label: __("Company"),
|
||||
fieldtype: "Link",
|
||||
options: "Company",
|
||||
default: frappe.defaults.get_user_default("Company")
|
||||
}
|
||||
]
|
||||
};
|
@ -1,13 +0,0 @@
|
||||
{
|
||||
"creation": "2020-05-18 19:18:42.571045",
|
||||
"docstatus": 0,
|
||||
"doctype": "Dashboard Chart Source",
|
||||
"idx": 0,
|
||||
"modified": "2020-05-18 19:18:42.571045",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Department wise Patient Appointments",
|
||||
"owner": "Administrator",
|
||||
"source_name": "Department wise Patient Appointments",
|
||||
"timeseries": 0
|
||||
}
|
@ -1,74 +0,0 @@
|
||||
# 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.dashboard import cache_source
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
@cache_source
|
||||
def get(chart_name = None, chart = None, no_cache = None, filters = None, from_date = None,
|
||||
to_date = None, timespan = None, time_interval = None, heatmap_year = None):
|
||||
if chart_name:
|
||||
chart = frappe.get_doc('Dashboard Chart', chart_name)
|
||||
else:
|
||||
chart = frappe._dict(frappe.parse_json(chart))
|
||||
|
||||
filters = frappe.parse_json(filters)
|
||||
|
||||
data = frappe.db.get_list('Medical Department', fields=['name'])
|
||||
if not filters:
|
||||
filters = {}
|
||||
|
||||
status = ['Open', 'Scheduled', 'Closed', 'Cancelled']
|
||||
for department in data:
|
||||
filters['department'] = department.name
|
||||
department['total_appointments'] = frappe.db.count('Patient Appointment', filters=filters)
|
||||
|
||||
for entry in status:
|
||||
filters['status'] = entry
|
||||
department[frappe.scrub(entry)] = frappe.db.count('Patient Appointment', filters=filters)
|
||||
filters.pop('status')
|
||||
|
||||
sorted_department_map = sorted(data, key = lambda i: i['total_appointments'], reverse=True)
|
||||
|
||||
if len(sorted_department_map) > 10:
|
||||
sorted_department_map = sorted_department_map[:10]
|
||||
|
||||
labels = []
|
||||
open_appointments = []
|
||||
scheduled = []
|
||||
closed = []
|
||||
cancelled = []
|
||||
|
||||
for department in sorted_department_map:
|
||||
labels.append(department.name)
|
||||
open_appointments.append(department.open)
|
||||
scheduled.append(department.scheduled)
|
||||
closed.append(department.closed)
|
||||
cancelled.append(department.cancelled)
|
||||
|
||||
return {
|
||||
'labels': labels,
|
||||
'datasets': [
|
||||
{
|
||||
'name': 'Open',
|
||||
'values': open_appointments
|
||||
},
|
||||
{
|
||||
'name': 'Scheduled',
|
||||
'values': scheduled
|
||||
},
|
||||
{
|
||||
'name': 'Closed',
|
||||
'values': closed
|
||||
},
|
||||
{
|
||||
'name': 'Cancelled',
|
||||
'values': cancelled
|
||||
}
|
||||
],
|
||||
'type': 'bar'
|
||||
}
|
@ -1,122 +0,0 @@
|
||||
{
|
||||
"cards": [
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Masters",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient\",\n\t\t\"label\": \"Patient\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Practitioner\",\n\t\t\"label\":\"Healthcare Practitioner\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Practitioner Schedule\",\n\t\t\"label\": \"Practitioner Schedule\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Department\",\n\t\t\"label\": \"Medical Department\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Service Unit Type\",\n\t\t\"label\": \"Healthcare Service Unit Type\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Service Unit\",\n\t\t\"label\": \"Healthcare Service Unit\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Code Standard\",\n\t\t\"label\": \"Medical Code Standard\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Medical Code\",\n\t\t\"label\": \"Medical Code\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Consultation Setup",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Appointment Type\",\n\t\t\"label\": \"Appointment Type\"\n },\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Clinical Procedure Template\",\n\t\t\"label\": \"Clinical Procedure Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Prescription Dosage\",\n\t\t\"label\": \"Prescription Dosage\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Prescription Duration\",\n\t\t\"label\": \"Prescription Duration\"\n\t},\n\t{\n\t \"type\": \"doctype\",\n\t\t\"name\": \"Antibiotic\",\n\t\t\"label\": \"Antibiotic\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Consultation",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Appointment\",\n\t\t\"label\": \"Patient Appointment\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Clinical Procedure\",\n\t\t\"label\": \"Clinical Procedure\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Encounter\",\n\t\t\"label\": \"Patient Encounter\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Vital Signs\",\n\t\t\"label\": \"Vital Signs\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Complaint\",\n\t\t\"label\": \"Complaint\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Diagnosis\",\n\t\t\"label\": \"Diagnosis\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Fee Validity\",\n\t\t\"label\": \"Fee Validity\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Settings",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Healthcare Settings\",\n\t\t\"label\": \"Healthcare Settings\",\n\t\t\"onboard\": 1\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Laboratory Setup",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test Template\",\n\t\t\"label\": \"Lab Test Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test Sample\",\n\t\t\"label\": \"Lab Test Sample\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test UOM\",\n\t\t\"label\": \"Lab Test UOM\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Sensitivity\",\n\t\t\"label\": \"Sensitivity\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Laboratory",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Lab Test\",\n\t\t\"label\": \"Lab Test\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Sample Collection\",\n\t\t\"label\": \"Sample Collection\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Dosage Form\",\n\t\t\"label\": \"Dosage Form\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Inpatient",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Record\",\n\t\t\"label\": \"Inpatient Record\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Medication Order\",\n\t\t\"label\": \"Inpatient Medication Order\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Inpatient Medication Entry\",\n\t\t\"label\": \"Inpatient Medication Entry\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Rehabilitation and Physiotherapy",
|
||||
"links": "[\n {\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Exercise Type\",\n\t\t\"label\": \"Exercise Type\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Type\",\n\t\t\"label\": \"Therapy Type\",\n\t\t\"onboard\": 1\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Plan\",\n\t\t\"label\": \"Therapy Plan\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Therapy Session\",\n\t\t\"label\": \"Therapy Session\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Assessment Template\",\n\t\t\"label\": \"Patient Assessment Template\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Assessment\",\n\t\t\"label\": \"Patient Assessment\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Records and History",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"page\",\n\t\t\"name\": \"patient_history\",\n\t\t\"label\": \"Patient History\"\n\t},\n\t{\n\t\t\"type\": \"page\",\n\t\t\"name\": \"patient-progress\",\n\t\t\"label\": \"Patient Progress\"\n\t},\n\t{\n\t\t\"type\": \"doctype\",\n\t\t\"name\": \"Patient Medical Record\",\n\t\t\"label\": \"Patient Medical Record\"\n\t}\n]"
|
||||
},
|
||||
{
|
||||
"hidden": 0,
|
||||
"label": "Reports",
|
||||
"links": "[\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Patient Appointment Analytics\",\n\t\t\"doctype\": \"Patient Appointment\"\n\t},\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Lab Test Report\",\n\t\t\"doctype\": \"Lab Test\",\n\t\t\"label\": \"Lab Test Report\"\n\t},\n\t{\n\t\t\"type\": \"report\",\n\t\t\"is_query_report\": true,\n\t\t\"name\": \"Inpatient Medication Orders\",\n\t\t\"doctype\": \"Inpatient Medication Order\",\n\t\t\"label\": \"Inpatient Medication Orders\"\n\t}\n]"
|
||||
}
|
||||
],
|
||||
"category": "Domains",
|
||||
"charts": [
|
||||
{
|
||||
"chart_name": "Patient Appointments",
|
||||
"label": "Patient Appointments"
|
||||
}
|
||||
],
|
||||
"charts_label": "",
|
||||
"creation": "2020-03-02 17:23:17.919682",
|
||||
"developer_mode_only": 0,
|
||||
"disable_user_customization": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "Desk Page",
|
||||
"extends_another_page": 0,
|
||||
"hide_custom": 0,
|
||||
"idx": 0,
|
||||
"is_standard": 1,
|
||||
"label": "Healthcare",
|
||||
"modified": "2020-11-26 22:09:09.164584",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Healthcare",
|
||||
"onboarding": "Healthcare",
|
||||
"owner": "Administrator",
|
||||
"pin_to_bottom": 0,
|
||||
"pin_to_top": 0,
|
||||
"restrict_to_domain": "Healthcare",
|
||||
"shortcuts": [
|
||||
{
|
||||
"color": "#ffe8cd",
|
||||
"format": "{} Open",
|
||||
"label": "Patient Appointment",
|
||||
"link_to": "Patient Appointment",
|
||||
"stats_filter": "{\n \"status\": \"Open\",\n \"company\": [\"like\", '%' + frappe.defaults.get_global_default(\"company\") + '%']\n}",
|
||||
"type": "DocType"
|
||||
},
|
||||
{
|
||||
"color": "#ffe8cd",
|
||||
"format": "{} Active",
|
||||
"label": "Patient",
|
||||
"link_to": "Patient",
|
||||
"stats_filter": "{\n \"status\": \"Active\"\n}",
|
||||
"type": "DocType"
|
||||
},
|
||||
{
|
||||
"color": "#cef6d1",
|
||||
"format": "{} Vacant",
|
||||
"label": "Healthcare Service Unit",
|
||||
"link_to": "Healthcare Service Unit",
|
||||
"stats_filter": "{\n \"occupancy_status\": \"Vacant\",\n \"is_group\": 0,\n \"company\": [\"like\", \"%\" + frappe.defaults.get_global_default(\"company\") + \"%\"]\n}",
|
||||
"type": "DocType"
|
||||
},
|
||||
{
|
||||
"label": "Healthcare Practitioner",
|
||||
"link_to": "Healthcare Practitioner",
|
||||
"type": "DocType"
|
||||
},
|
||||
{
|
||||
"label": "Patient History",
|
||||
"link_to": "patient_history",
|
||||
"type": "Page"
|
||||
},
|
||||
{
|
||||
"label": "Dashboard",
|
||||
"link_to": "Healthcare",
|
||||
"type": "Dashboard"
|
||||
}
|
||||
]
|
||||
}
|
@ -1,5 +0,0 @@
|
||||
// Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Antibiotic', {
|
||||
});
|
@ -1,151 +0,0 @@
|
||||
{
|
||||
"allow_copy": 1,
|
||||
"allow_events_in_timeline": 0,
|
||||
"allow_guest_to_view": 0,
|
||||
"allow_import": 1,
|
||||
"allow_rename": 1,
|
||||
"autoname": "field:antibiotic_name",
|
||||
"beta": 1,
|
||||
"creation": "2016-02-23 11:11:30.749731",
|
||||
"custom": 0,
|
||||
"docstatus": 0,
|
||||
"doctype": "DocType",
|
||||
"document_type": "Setup",
|
||||
"editable_grid": 0,
|
||||
"fields": [
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "antibiotic_name",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 1,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Antibiotic Name",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 1,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 1
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_in_quick_entry": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fetch_if_empty": 0,
|
||||
"fieldname": "abbr",
|
||||
"fieldtype": "Data",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Abbr",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"precision": "",
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"translatable": 0,
|
||||
"unique": 1
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 0,
|
||||
"idx": 0,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 0,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2019-10-01 17:58:23.136498",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Antibiotic",
|
||||
"name_case": "",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Healthcare Administrator",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"create": 0,
|
||||
"delete": 0,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Laboratory User",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"write": 0
|
||||
}
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"read_only": 0,
|
||||
"read_only_onload": 0,
|
||||
"restrict_to_domain": "Healthcare",
|
||||
"search_fields": "antibiotic_name",
|
||||
"show_name_in_global_search": 0,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"title_field": "antibiotic_name",
|
||||
"track_changes": 0,
|
||||
"track_seen": 0,
|
||||
"track_views": 0
|
||||
}
|
@ -1,11 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
|
||||
from frappe.model.document import Document
|
||||
|
||||
|
||||
class Antibiotic(Document):
|
||||
pass
|
@ -1,10 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import unittest
|
||||
|
||||
|
||||
class TestAntibiotic(unittest.TestCase):
|
||||
pass
|
@ -1,83 +0,0 @@
|
||||
// Copyright (c) 2016, ESS LLP and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Appointment Type', {
|
||||
refresh: function(frm) {
|
||||
frm.set_query('price_list', function() {
|
||||
return {
|
||||
filters: {'selling': 1}
|
||||
};
|
||||
});
|
||||
|
||||
frm.set_query('medical_department', 'items', function(doc) {
|
||||
let item_list = doc.items.map(({medical_department}) => medical_department);
|
||||
return {
|
||||
filters: [
|
||||
['Medical Department', 'name', 'not in', item_list]
|
||||
]
|
||||
};
|
||||
});
|
||||
|
||||
frm.set_query('op_consulting_charge_item', 'items', function() {
|
||||
return {
|
||||
filters: {
|
||||
is_stock_item: 0
|
||||
}
|
||||
};
|
||||
});
|
||||
|
||||
frm.set_query('inpatient_visit_charge_item', 'items', function() {
|
||||
return {
|
||||
filters: {
|
||||
is_stock_item: 0
|
||||
}
|
||||
};
|
||||
});
|
||||
}
|
||||
});
|
||||
|
||||
frappe.ui.form.on('Appointment Type Service Item', {
|
||||
op_consulting_charge_item: function(frm, cdt, cdn) {
|
||||
let d = locals[cdt][cdn];
|
||||
if (frm.doc.price_list && d.op_consulting_charge_item) {
|
||||
frappe.call({
|
||||
'method': 'frappe.client.get_value',
|
||||
args: {
|
||||
'doctype': 'Item Price',
|
||||
'filters': {
|
||||
'item_code': d.op_consulting_charge_item,
|
||||
'price_list': frm.doc.price_list
|
||||
},
|
||||
'fieldname': ['price_list_rate']
|
||||
},
|
||||
callback: function(data) {
|
||||
if (data.message.price_list_rate) {
|
||||
frappe.model.set_value(cdt, cdn, 'op_consulting_charge', data.message.price_list_rate);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
},
|
||||
|
||||
inpatient_visit_charge_item: function(frm, cdt, cdn) {
|
||||
let d = locals[cdt][cdn];
|
||||
if (frm.doc.price_list && d.inpatient_visit_charge_item) {
|
||||
frappe.call({
|
||||
'method': 'frappe.client.get_value',
|
||||
args: {
|
||||
'doctype': 'Item Price',
|
||||
'filters': {
|
||||
'item_code': d.inpatient_visit_charge_item,
|
||||
'price_list': frm.doc.price_list
|
||||
},
|
||||
'fieldname': ['price_list_rate']
|
||||
},
|
||||
callback: function (data) {
|
||||
if (data.message.price_list_rate) {
|
||||
frappe.model.set_value(cdt, cdn, 'inpatient_visit_charge', data.message.price_list_rate);
|
||||
}
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
});
|
@ -1,114 +0,0 @@
|
||||
{
|
||||
"actions": [],
|
||||
"allow_import": 1,
|
||||
"allow_rename": 1,
|
||||
"autoname": "field:appointment_type",
|
||||
"beta": 1,
|
||||
"creation": "2016-07-22 11:52:34.953019",
|
||||
"doctype": "DocType",
|
||||
"document_type": "Setup",
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"appointment_type",
|
||||
"ip",
|
||||
"default_duration",
|
||||
"color",
|
||||
"billing_section",
|
||||
"price_list",
|
||||
"items"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"allow_in_quick_entry": 1,
|
||||
"fieldname": "appointment_type",
|
||||
"fieldtype": "Data",
|
||||
"ignore_xss_filter": 1,
|
||||
"in_list_view": 1,
|
||||
"label": "Type",
|
||||
"reqd": 1,
|
||||
"translatable": 1,
|
||||
"unique": 1
|
||||
},
|
||||
{
|
||||
"bold": 1,
|
||||
"default": "0",
|
||||
"fieldname": "ip",
|
||||
"fieldtype": "Check",
|
||||
"label": "Is Inpatient",
|
||||
"print_hide": 1,
|
||||
"report_hide": 1
|
||||
},
|
||||
{
|
||||
"allow_in_quick_entry": 1,
|
||||
"bold": 1,
|
||||
"fieldname": "default_duration",
|
||||
"fieldtype": "Int",
|
||||
"in_filter": 1,
|
||||
"in_list_view": 1,
|
||||
"label": "Default Duration (In Minutes)"
|
||||
},
|
||||
{
|
||||
"allow_in_quick_entry": 1,
|
||||
"fieldname": "color",
|
||||
"fieldtype": "Color",
|
||||
"in_list_view": 1,
|
||||
"label": "Color",
|
||||
"no_copy": 1,
|
||||
"report_hide": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "billing_section",
|
||||
"fieldtype": "Section Break",
|
||||
"label": "Billing"
|
||||
},
|
||||
{
|
||||
"fieldname": "price_list",
|
||||
"fieldtype": "Link",
|
||||
"label": "Price List",
|
||||
"options": "Price List"
|
||||
},
|
||||
{
|
||||
"fieldname": "items",
|
||||
"fieldtype": "Table",
|
||||
"label": "Appointment Type Service Items",
|
||||
"options": "Appointment Type Service Item"
|
||||
}
|
||||
],
|
||||
"links": [],
|
||||
"modified": "2021-01-22 09:41:05.010524",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Appointment Type",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Healthcare Administrator",
|
||||
"share": 1,
|
||||
"write": 1
|
||||
},
|
||||
{
|
||||
"create": 1,
|
||||
"delete": 1,
|
||||
"email": 1,
|
||||
"export": 1,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 1,
|
||||
"role": "Physician",
|
||||
"share": 1,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"quick_entry": 1,
|
||||
"restrict_to_domain": "Healthcare",
|
||||
"search_fields": "appointment_type",
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC"
|
||||
}
|
@ -1,58 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2015, ESS LLP and contributors
|
||||
# For license information, please see license.txt
|
||||
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import frappe
|
||||
from frappe.model.document import Document
|
||||
|
||||
|
||||
class AppointmentType(Document):
|
||||
def validate(self):
|
||||
if self.items and self.price_list:
|
||||
for item in self.items:
|
||||
existing_op_item_price = frappe.db.exists('Item Price', {
|
||||
'item_code': item.op_consulting_charge_item,
|
||||
'price_list': self.price_list
|
||||
})
|
||||
|
||||
if not existing_op_item_price and item.op_consulting_charge_item and item.op_consulting_charge:
|
||||
make_item_price(self.price_list, item.op_consulting_charge_item, item.op_consulting_charge)
|
||||
|
||||
existing_ip_item_price = frappe.db.exists('Item Price', {
|
||||
'item_code': item.inpatient_visit_charge_item,
|
||||
'price_list': self.price_list
|
||||
})
|
||||
|
||||
if not existing_ip_item_price and item.inpatient_visit_charge_item and item.inpatient_visit_charge:
|
||||
make_item_price(self.price_list, item.inpatient_visit_charge_item, item.inpatient_visit_charge)
|
||||
|
||||
@frappe.whitelist()
|
||||
def get_service_item_based_on_department(appointment_type, department):
|
||||
item_list = frappe.db.get_value('Appointment Type Service Item',
|
||||
filters = {'medical_department': department, 'parent': appointment_type},
|
||||
fieldname = ['op_consulting_charge_item',
|
||||
'inpatient_visit_charge_item', 'op_consulting_charge', 'inpatient_visit_charge'],
|
||||
as_dict = 1
|
||||
)
|
||||
|
||||
# if department wise items are not set up
|
||||
# use the generic items
|
||||
if not item_list:
|
||||
item_list = frappe.db.get_value('Appointment Type Service Item',
|
||||
filters = {'parent': appointment_type},
|
||||
fieldname = ['op_consulting_charge_item',
|
||||
'inpatient_visit_charge_item', 'op_consulting_charge', 'inpatient_visit_charge'],
|
||||
as_dict = 1
|
||||
)
|
||||
|
||||
return item_list
|
||||
|
||||
def make_item_price(price_list, item, item_price):
|
||||
frappe.get_doc({
|
||||
'doctype': 'Item Price',
|
||||
'price_list': price_list,
|
||||
'item_code': item,
|
||||
'price_list_rate': item_price
|
||||
}).insert(ignore_permissions=True, ignore_mandatory=True)
|
@ -1,15 +0,0 @@
|
||||
from __future__ import unicode_literals
|
||||
|
||||
from frappe import _
|
||||
|
||||
|
||||
def get_data():
|
||||
return {
|
||||
'fieldname': 'appointment_type',
|
||||
'transactions': [
|
||||
{
|
||||
'label': _('Patient Appointments'),
|
||||
'items': ['Patient Appointment']
|
||||
},
|
||||
]
|
||||
}
|
@ -1,11 +0,0 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2015, ESS LLP and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import unittest
|
||||
|
||||
# test_records = frappe.get_test_records('Appointment Type')
|
||||
|
||||
class TestAppointmentType(unittest.TestCase):
|
||||
pass
|
@ -1,67 +0,0 @@
|
||||
{
|
||||
"actions": [],
|
||||
"creation": "2021-01-22 09:34:53.373105",
|
||||
"doctype": "DocType",
|
||||
"editable_grid": 1,
|
||||
"engine": "InnoDB",
|
||||
"field_order": [
|
||||
"medical_department",
|
||||
"op_consulting_charge_item",
|
||||
"op_consulting_charge",
|
||||
"column_break_4",
|
||||
"inpatient_visit_charge_item",
|
||||
"inpatient_visit_charge"
|
||||
],
|
||||
"fields": [
|
||||
{
|
||||
"fieldname": "medical_department",
|
||||
"fieldtype": "Link",
|
||||
"in_list_view": 1,
|
||||
"label": "Medical Department",
|
||||
"options": "Medical Department"
|
||||
},
|
||||
{
|
||||
"fieldname": "op_consulting_charge_item",
|
||||
"fieldtype": "Link",
|
||||
"in_list_view": 1,
|
||||
"label": "Out Patient Consulting Charge Item",
|
||||
"options": "Item"
|
||||
},
|
||||
{
|
||||
"fieldname": "op_consulting_charge",
|
||||
"fieldtype": "Currency",
|
||||
"in_list_view": 1,
|
||||
"label": "Out Patient Consulting Charge"
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_4",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "inpatient_visit_charge_item",
|
||||
"fieldtype": "Link",
|
||||
"in_list_view": 1,
|
||||
"label": "Inpatient Visit Charge Item",
|
||||
"options": "Item"
|
||||
},
|
||||
{
|
||||
"fieldname": "inpatient_visit_charge",
|
||||
"fieldtype": "Currency",
|
||||
"in_list_view": 1,
|
||||
"label": "Inpatient Visit Charge"
|
||||
}
|
||||
],
|
||||
"index_web_pages_for_search": 1,
|
||||
"istable": 1,
|
||||
"links": [],
|
||||
"modified": "2021-08-17 06:05:02.240812",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Healthcare",
|
||||
"name": "Appointment Type Service Item",
|
||||
"owner": "Administrator",
|
||||
"permissions": [],
|
||||
"quick_entry": 1,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"track_changes": 1
|
||||
}
|
@ -1,8 +0,0 @@
|
||||
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
|
||||
// For license information, please see license.txt
|
||||
|
||||
frappe.ui.form.on('Body Part', {
|
||||
// refresh: function(frm) {
|
||||
|
||||
// }
|
||||
});
|
Some files were not shown because too many files have changed in this diff Show More
Loading…
x
Reference in New Issue
Block a user