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

Merge branch 'develop' into pricing_rule_on_condition

Browse Source
This commit is contained in:
Abhishek Balam 2020-10-07 13:35:53 +05:30 committed by GitHub
commit 937308854a
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
497 changed files with 110738 additions and 20505 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

2
README.md
View File

@ -16,7 +16,7 @@
ERPNext as a monolith includes the following areas for managing businesses:
1. [Accounting](https://erpnext.com/open-source-accounting)
1. [Inventory](https://erpnext.com/distribution/inventory-management-system)
1. [Warehouse Management](https://erpnext.com/distribution/warehouse-management-system)
1. [CRM](https://erpnext.com/open-source-crm)
1. [Sales](https://erpnext.com/open-source-sales-purchase)
1. [Purchase](https://erpnext.com/open-source-sales-purchase)

9
erpnext/accounts/desk_page/accounting/accounting.json
View File

@ -98,7 +98,7 @@
"idx": 0,
"is_standard": 1,
"label": "Accounting",
"modified": "2020-06-19 12:42:44.054598",
"modified": "2020-09-09 11:45:33.766400",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting",
@ -147,15 +147,10 @@
"link_to": "Trial Balance",
"type": "Report"
},
{
"label": "Point of Sale",
"link_to": "point-of-sale",
"type": "Page"
},
{
"label": "Dashboard",
"link_to": "Accounts",
"type": "Dashboard"
}
]
}
}

43
erpnext/accounts/doctype/account/account.py
View File

@ -117,7 +117,9 @@ class Account(NestedSet):
for d in frappe.db.get_values('Account', filters=filters, fieldname=["company", "name"], as_dict=True):
parent_acc_name_map[d["company"]] = d["name"]
if not parent_acc_name_map: return
self.create_account_for_child_company(parent_acc_name_map, descendants, parent_acc_name)
def validate_group_or_ledger(self):
@ -289,10 +291,30 @@ def validate_account_number(name, account_number, company):
.format(account_number, account_with_same_number))
@frappe.whitelist()
def update_account_number(name, account_name, account_number=None):
def update_account_number(name, account_name, account_number=None, from_descendant=False):
account = frappe.db.get_value("Account", name, "company", as_dict=True)
if not account: return
old_acc_name, old_acc_number = frappe.db.get_value('Account', name, \
["account_name", "account_number"])
# check if account exists in parent company
ancestors = get_ancestors_of("Company", account.company)
allow_independent_account_creation = frappe.get_value("Company", account.company, "allow_account_creation_against_child_company")
if ancestors and not allow_independent_account_creation:
for ancestor in ancestors:
if frappe.db.get_value("Account", {'account_name': old_acc_name, 'company': ancestor}, 'name'):
# same account in parent company exists
allow_child_account_creation = _("Allow Account Creation Against Child Company")
message = _("Account {0} exists in parent company {1}.").format(frappe.bold(old_acc_name), frappe.bold(ancestor))
message += "<br>" + _("Renaming it is only allowed via parent company {0}, \
to avoid mismatch.").format(frappe.bold(ancestor)) + "<br><br>"
message += _("To overrule this, enable '{0}' in company {1}").format(allow_child_account_creation, frappe.bold(account.company))
frappe.throw(message, title=_("Rename Not Allowed"))
validate_account_number(name, account_number, account.company)
if account_number:
frappe.db.set_value("Account", name, "account_number", account_number.strip())
@ -300,6 +322,12 @@ def update_account_number(name, account_name, account_number=None):
frappe.db.set_value("Account", name, "account_number", "")
frappe.db.set_value("Account", name, "account_name", account_name.strip())
if not from_descendant:
# Update and rename in child company accounts as well
descendants = get_descendants_of('Company', account.company)
if descendants:
sync_update_account_number_in_child(descendants, old_acc_name, account_name, account_number, old_acc_number)
new_name = get_account_autoname(account_number, account_name, account.company)
if name != new_name:
frappe.rename_doc("Account", name, new_name, force=1)
@ -330,3 +358,14 @@ def get_root_company(company):
# return the topmost company in the hierarchy
ancestors = get_ancestors_of('Company', company, "lft asc")
return [ancestors[0]] if ancestors else []
def sync_update_account_number_in_child(descendants, old_acc_name, account_name, account_number=None, old_acc_number=None):
filters = {
"company": ["in", descendants],
"account_name": old_acc_name,
}
if old_acc_number:
filters["account_number"] = old_acc_number
for d in frappe.db.get_values('Account', filters=filters, fieldname=["company", "name"], as_dict=True):
update_account_number(d["name"], account_name, account_number, from_descendant=True)

55
erpnext/accounts/doctype/account/test_account.py
View File

@ -5,8 +5,7 @@ from __future__ import unicode_literals
import unittest
import frappe
from erpnext.stock import get_warehouse_account, get_company_default_inventory_account
from erpnext.accounts.doctype.account.account import update_account_number
from erpnext.accounts.doctype.account.account import merge_account
from erpnext.accounts.doctype.account.account import update_account_number, merge_account
class TestAccount(unittest.TestCase):
def test_rename_account(self):
@ -99,7 +98,8 @@ class TestAccount(unittest.TestCase):
"Softwares - _TC", doc.is_group, doc.root_type, doc.company)
def test_account_sync(self):
del frappe.local.flags["ignore_root_company_validation"]
frappe.local.flags.pop("ignore_root_company_validation", None)
acc = frappe.new_doc("Account")
acc.account_name = "Test Sync Account"
acc.parent_account = "Temporary Accounts - _TC3"
@ -111,6 +111,55 @@ class TestAccount(unittest.TestCase):
self.assertEqual(acc_tc_4, "Test Sync Account - _TC4")
self.assertEqual(acc_tc_5, "Test Sync Account - _TC5")
def test_account_rename_sync(self):
frappe.local.flags.pop("ignore_root_company_validation", None)
acc = frappe.new_doc("Account")
acc.account_name = "Test Rename Account"
acc.parent_account = "Temporary Accounts - _TC3"
acc.company = "_Test Company 3"
acc.insert()
# Rename account in parent company
update_account_number(acc.name, "Test Rename Sync Account", "1234")
# Check if renamed in children
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Rename Sync Account", "company": "_Test Company 4", "account_number": "1234"}))
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Rename Sync Account", "company": "_Test Company 5", "account_number": "1234"}))
frappe.delete_doc("Account", "1234 - Test Rename Sync Account - _TC3")
frappe.delete_doc("Account", "1234 - Test Rename Sync Account - _TC4")
frappe.delete_doc("Account", "1234 - Test Rename Sync Account - _TC5")
def test_child_company_account_rename_sync(self):
frappe.local.flags.pop("ignore_root_company_validation", None)
acc = frappe.new_doc("Account")
acc.account_name = "Test Group Account"
acc.parent_account = "Temporary Accounts - _TC3"
acc.is_group = 1
acc.company = "_Test Company 3"
acc.insert()
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Group Account", "company": "_Test Company 4"}))
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Group Account", "company": "_Test Company 5"}))
# Try renaming child company account
acc_tc_5 = frappe.db.get_value('Account', {'account_name': "Test Group Account", "company": "_Test Company 5"})
self.assertRaises(frappe.ValidationError, update_account_number, acc_tc_5, "Test Modified Account")
# Rename child company account with allow_account_creation_against_child_company enabled
frappe.db.set_value("Company", "_Test Company 5", "allow_account_creation_against_child_company", 1)
update_account_number(acc_tc_5, "Test Modified Account")
self.assertTrue(frappe.db.exists("Account", {'name': "Test Modified Account - _TC5", "company": "_Test Company 5"}))
frappe.db.set_value("Company", "_Test Company 5", "allow_account_creation_against_child_company", 0)
to_delete = ["Test Group Account - _TC3", "Test Group Account - _TC4", "Test Modified Account - _TC5"]
for doc in to_delete:
frappe.delete_doc("Account", doc)
def _make_test_records(verbose):
from frappe.test_runner import make_test_objects

2
erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py
View File

@ -27,4 +27,4 @@ def get_vouchar_detials(column_list, doctype, docname):
for col in column_list:
sanitize_searchfield(col)
return frappe.db.sql(''' select {columns} from `tab{doctype}` where name=%s'''
.format(columns=", ".join(json.loads(column_list)), doctype=doctype), docname, as_dict=1)[0]
.format(columns=", ".join(column_list), doctype=doctype), docname, as_dict=1)[0]

17
erpnext/accounts/doctype/bank_statement_transaction_entry/bank_statement_transaction_entry.py
View File

@ -55,7 +55,7 @@ class BankStatementTransactionEntry(Document):
def populate_payment_entries(self):
if self.bank_statement is None: return
filename = self.bank_statement.split("/")[-1]
file_url = self.bank_statement
if (len(self.new_transaction_items + self.reconciled_transaction_items) > 0):
frappe.throw(_("Transactions already retreived from the statement"))
@ -65,7 +65,7 @@ class BankStatementTransactionEntry(Document):
if self.bank_settings:
mapped_items = frappe.get_doc("Bank Statement Settings", self.bank_settings).mapped_items
statement_headers = self.get_statement_headers()
transactions = get_transaction_entries(filename, statement_headers)
transactions = get_transaction_entries(file_url, statement_headers)
for entry in transactions:
date = entry[statement_headers["Date"]].strip()
#print("Processing entry DESC:{0}-W:{1}-D:{2}-DT:{3}".format(entry["Particulars"], entry["Withdrawals"], entry["Deposits"], entry["Date"]))
@ -398,20 +398,21 @@ def get_transaction_info(headers, header_index, row):
transaction[header] = ""
return transaction
def get_transaction_entries(filename, headers):
def get_transaction_entries(file_url, headers):
header_index = {}
rows, transactions = [], []
if (filename.lower().endswith("xlsx")):
if (file_url.lower().endswith("xlsx")):
from frappe.utils.xlsxutils import read_xlsx_file_from_attached_file
rows = read_xlsx_file_from_attached_file(file_id=filename)
elif (filename.lower().endswith("csv")):
rows = read_xlsx_file_from_attached_file(file_url=file_url)
elif (file_url.lower().endswith("csv")):
from frappe.utils.csvutils import read_csv_content
_file = frappe.get_doc("File", {"file_name": filename})
_file = frappe.get_doc("File", {"file_url": file_url})
filepath = _file.get_full_path()
with open(filepath,'rb') as csvfile:
rows = read_csv_content(csvfile.read())
elif (filename.lower().endswith("xls")):
elif (file_url.lower().endswith("xls")):
filename = file_url.split("/")[-1]
rows = get_rows_from_xls_file(filename)
else:
frappe.throw(_("Only .csv and .xlsx files are supported currently"))

19
erpnext/accounts/doctype/bank_transaction/test_bank_transaction.py
View File

@ -91,15 +91,11 @@ class TestBankTransaction(unittest.TestCase):
self.assertEqual(frappe.db.get_value("Bank Transaction", bank_transaction.name, "unallocated_amount"), 0)
self.assertTrue(frappe.db.get_value("Sales Invoice Payment", dict(parent=payment.name), "clearance_date") is not None)
def add_transactions():
if frappe.flags.test_bank_transactions_created:
return
frappe.set_user("Administrator")
def create_bank_account(bank_name="Citi Bank", account_name="_Test Bank - _TC"):
try:
frappe.get_doc({
"doctype": "Bank",
"bank_name":"Citi Bank",
"bank_name":bank_name,
}).insert()
except frappe.DuplicateEntryError:
pass
@ -108,12 +104,19 @@ def add_transactions():
frappe.get_doc({
"doctype": "Bank Account",
"account_name":"Checking Account",
"bank": "Citi Bank",
"account": "_Test Bank - _TC"
"bank": bank_name,
"account": account_name
}).insert()
except frappe.DuplicateEntryError:
pass
def add_transactions():
if frappe.flags.test_bank_transactions_created:
return
frappe.set_user("Administrator")
create_bank_account()
doc = frappe.get_doc({
"doctype": "Bank Transaction",
"description":"1512567 BG/000002918 OPSKATTUZWXXX AT776000000098709837 Herr G",

2
erpnext/accounts/doctype/chart_of_accounts_importer/chart_of_accounts_importer.js
View File

@ -135,7 +135,7 @@ var create_import_button = function(frm) {
callback: function(r) {
if(!r.exc) {
clearInterval(frm.page["interval"]);
frm.page.set_indicator(__('Import Successfull'), 'blue');
frm.page.set_indicator(__('Import Successful'), 'blue');
create_reset_button(frm);
}
}

3
erpnext/accounts/doctype/coupon_code/test_coupon_code.py
View File

@ -9,6 +9,8 @@ from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_orde
from erpnext.stock.get_item_details import get_item_details
from frappe.test_runner import make_test_objects
test_dependencies = ['Item']
def test_create_test_data():
frappe.set_user("Administrator")
# create test item
@ -95,7 +97,6 @@ def test_create_test_data():
})
coupon_code.insert()
class TestCouponCode(unittest.TestCase):
def setUp(self):
test_create_test_data()

2
erpnext/accounts/doctype/fiscal_year/fiscal_year_dashboard.py
View File

@ -13,7 +13,7 @@ def get_data():
},
{
'label': _('References'),
'items': ['Period Closing Voucher', 'Request for Quotation', 'Tax Withholding Category']
'items': ['Period Closing Voucher', 'Tax Withholding Category']
},
{
'label': _('Target Details'),

4
erpnext/accounts/doctype/item_tax_template/item_tax_template.json
View File

@ -38,8 +38,8 @@
"reqd": 1
}
],
"modified": "2020-06-18 20:27:42.615842",
"modified_by": "ahmad@havenir.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Item Tax Template",
"owner": "Administrator",

20
erpnext/accounts/doctype/journal_entry/journal_entry.js
View File

@ -638,20 +638,12 @@ $.extend(erpnext.journal_entry, {
return { filters: filters };
},
reverse_journal_entry: function(frm) {
var me = frm.doc;
for(var i=0; i<me.accounts.length; i++) {
me.accounts[i].credit += me.accounts[i].debit;
me.accounts[i].debit = me.accounts[i].credit - me.accounts[i].debit;
me.accounts[i].credit -= me.accounts[i].debit;
me.accounts[i].credit_in_account_currency = me.accounts[i].credit;
me.accounts[i].debit_in_account_currency = me.accounts[i].debit;
me.accounts[i].reference_type = "Journal Entry";
me.accounts[i].reference_name = me.name
}
frm.copy_doc();
cur_frm.reload_doc();
}
reverse_journal_entry: function() {
frappe.model.open_mapped_doc({
method: "erpnext.accounts.doctype.journal_entry.journal_entry.make_reverse_journal_entry",
frm: cur_frm
})
},
});
$.extend(erpnext.journal_entry, {

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

@ -1021,3 +1021,34 @@ def make_inter_company_journal_entry(name, voucher_type, company):
journal_entry.posting_date = nowdate()
journal_entry.inter_company_journal_entry_reference = name
return journal_entry.as_dict()
@frappe.whitelist()
def make_reverse_journal_entry(source_name, target_doc=None):
from frappe.model.mapper import get_mapped_doc
def update_accounts(source, target, source_parent):
target.reference_type = "Journal Entry"
target.reference_name = source_parent.name
doclist = get_mapped_doc("Journal Entry", source_name, {
"Journal Entry": {
"doctype": "Journal Entry",
"validation": {
"docstatus": ["=", 1]
}
},
"Journal Entry Account": {
"doctype": "Journal Entry Account",
"field_map": {
"account_currency": "account_currency",
"exchange_rate": "exchange_rate",
"debit_in_account_currency": "credit_in_account_currency",
"debit": "credit",
"credit_in_account_currency": "debit_in_account_currency",
"credit": "debit",
},
"postprocess": update_accounts,
},
}, target_doc)
return doclist

43
erpnext/accounts/doctype/journal_entry/test_journal_entry.py
View File

@ -167,6 +167,49 @@ class TestJournalEntry(unittest.TestCase):
self.assertFalse(gle)
def test_reverse_journal_entry(self):
from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry
jv = make_journal_entry("_Test Bank USD - _TC",
"Sales - _TC", 100, exchange_rate=50, save=False)
jv.get("accounts")[1].credit_in_account_currency = 5000
jv.get("accounts")[1].exchange_rate = 1
jv.submit()
rjv = make_reverse_journal_entry(jv.name)
rjv.posting_date = nowdate()
rjv.submit()
gl_entries = frappe.db.sql("""select account, account_currency, debit, credit,
debit_in_account_currency, credit_in_account_currency
from `tabGL Entry` where voucher_type='Journal Entry' and voucher_no=%s
order by account asc""", rjv.name, as_dict=1)
self.assertTrue(gl_entries)
expected_values = {
"_Test Bank USD - _TC": {
"account_currency": "USD",
"debit": 0,
"debit_in_account_currency": 0,
"credit": 5000,
"credit_in_account_currency": 100,
},
"Sales - _TC": {
"account_currency": "INR",
"debit": 5000,
"debit_in_account_currency": 5000,
"credit": 0,
"credit_in_account_currency": 0,
}
}
for field in ("account_currency", "debit", "debit_in_account_currency", "credit", "credit_in_account_currency"):
for i, gle in enumerate(gl_entries):
self.assertEqual(expected_values[gle.account][field], gle[field])
def test_disallow_change_in_account_currency_for_a_party(self):
# create jv in USD
jv = make_journal_entry("_Test Bank USD - _TC",

6
erpnext/accounts/doctype/mode_of_payment/mode_of_payment.json
View File

@ -45,11 +45,11 @@
],
"icon": "fa fa-credit-card",
"idx": 1,
"modified": "2019-08-14 14:58:42.079115",
"modified_by": "sammish.thundiyil@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Mode of Payment",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

18
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -12,9 +12,10 @@ frappe.ui.form.on('Payment Entry', {
setup: function(frm) {
frm.set_query("paid_from", function() {
frm.events.validate_company(frm);
var account_types = in_list(["Pay", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
return {
filters: {
"account_type": ["in", account_types],
@ -23,13 +24,16 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("party_type", function() {
frm.events.validate_company(frm);
return{
filters: {
"name": ["in", Object.keys(frappe.boot.party_account_types)],
}
}
});
frm.set_query("party_bank_account", function() {
return {
filters: {
@ -39,6 +43,7 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("bank_account", function() {
return {
filters: {
@ -47,6 +52,7 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("contact_person", function() {
if (frm.doc.party) {
return {
@ -58,10 +64,12 @@ frappe.ui.form.on('Payment Entry', {
};
}
});
frm.set_query("paid_to", function() {
frm.events.validate_company(frm);
var account_types = in_list(["Receive", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
return {
filters: {
"account_type": ["in", account_types],
@ -150,6 +158,12 @@ frappe.ui.form.on('Payment Entry', {
frm.events.show_general_ledger(frm);
},
validate_company: (frm) => {
if (!frm.doc.company){
frappe.throw({message:__("Please select a Company first."), title: __("Mandatory")});
}
},
company: function(frm) {
frm.events.hide_unhide_fields(frm);
frm.events.set_dynamic_labels(frm);

15
erpnext/accounts/doctype/payment_entry/payment_entry.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2016-06-01 14:38:51.012597",
@ -63,6 +64,7 @@
"cost_center",
"section_break_12",
"status",
"custom_remarks",
"remarks",
"column_break_16",
"letter_head",
@ -462,7 +464,8 @@
"fieldname": "remarks",
"fieldtype": "Small Text",
"label": "Remarks",
"no_copy": 1
"no_copy": 1,
"read_only_depends_on": "eval:doc.custom_remarks == 0"
},
{
"fieldname": "column_break_16",
@ -573,10 +576,18 @@
"label": "Status",
"options": "\nDraft\nSubmitted\nCancelled",
"read_only": 1
},
{
"default": "0",
"fieldname": "custom_remarks",
"fieldtype": "Check",
"label": "Custom Remarks"
}
],
"index_web_pages_for_search": 1,
"is_submittable": 1,
"modified": "2019-12-08 13:02:30.016610",
"links": [],
"modified": "2020-09-02 13:39:43.383705",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Entry",

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

@ -453,7 +453,7 @@ class PaymentEntry(AccountsController):
frappe.throw(_("Reference No and Reference Date is mandatory for Bank transaction"))
def set_remarks(self):
if self.remarks: return
if self.custom_remarks: return
if self.payment_type=="Internal Transfer":
remarks = [_("Amount {0} {1} transferred from {2} to {3}")
@ -1172,30 +1172,23 @@ def make_payment_order(source_name, target_doc=None):
from frappe.model.mapper import get_mapped_doc
def set_missing_values(source, target):
target.payment_order_type = "Payment Entry"
target.append('references', dict(
reference_doctype="Payment Entry",
reference_name=source.name,
bank_account=source.party_bank_account,
amount=source.paid_amount,
account=source.paid_to,
supplier=source.party,
mode_of_payment=source.mode_of_payment,
))
def update_item(source_doc, target_doc, source_parent):
target_doc.bank_account = source_parent.party_bank_account
target_doc.amount = source_doc.allocated_amount
target_doc.account = source_parent.paid_to
target_doc.payment_entry = source_parent.name
target_doc.supplier = source_parent.party
target_doc.mode_of_payment = source_parent.mode_of_payment
doclist = get_mapped_doc("Payment Entry", source_name, {
doclist = get_mapped_doc("Payment Entry", source_name, {
"Payment Entry": {
"doctype": "Payment Order",
"validation": {
"docstatus": ["=", 1]
}
},
"Payment Entry Reference": {
"doctype": "Payment Order Reference",
"validation": {
"docstatus": ["=", 1]
},
"postprocess": update_item
},
}
}, target_doc, set_missing_values)

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

@ -21,10 +21,15 @@ class PaymentOrder(Document):
if cancel:
status = 'Initiated'
ref_field = "status" if self.payment_order_type == "Payment Request" else "payment_order_status"
if self.payment_order_type == "Payment Request":
ref_field = "status"
ref_doc_field = frappe.scrub(self.payment_order_type)
else:
ref_field = "payment_order_status"
ref_doc_field = "reference_name"
for d in self.references:
frappe.db.set_value(self.payment_order_type, d.get(frappe.scrub(self.payment_order_type)), ref_field, status)
frappe.db.set_value(self.payment_order_type, d.get(ref_doc_field), ref_field, status)
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs

41
erpnext/accounts/doctype/payment_order/test_payment_order.py
View File

@ -5,6 +5,45 @@ from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import getdate
from erpnext.accounts.doctype.bank_transaction.test_bank_transaction import create_bank_account
from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry, make_payment_order
from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
class TestPaymentOrder(unittest.TestCase):
pass
def setUp(self):
create_bank_account()
def tearDown(self):
for bt in frappe.get_all("Payment Order"):
doc = frappe.get_doc("Payment Order", bt.name)
doc.cancel()
doc.delete()
def test_payment_order_creation_against_payment_entry(self):
purchase_invoice = make_purchase_invoice()
payment_entry = get_payment_entry("Purchase Invoice", purchase_invoice.name, bank_account="_Test Bank - _TC")
payment_entry.reference_no = "_Test_Payment_Order"
payment_entry.reference_date = getdate()
payment_entry.party_bank_account = "Checking Account - Citi Bank"
payment_entry.insert()
payment_entry.submit()
doc = create_payment_order_against_payment_entry(payment_entry, "Payment Entry")
reference_doc = doc.get("references")[0]
self.assertEquals(reference_doc.reference_name, payment_entry.name)
self.assertEquals(reference_doc.reference_doctype, "Payment Entry")
self.assertEquals(reference_doc.supplier, "_Test Supplier")
self.assertEquals(reference_doc.amount, 250)
def create_payment_order_against_payment_entry(ref_doc, order_type):
payment_order = frappe.get_doc(dict(
doctype="Payment Order",
company="_Test Company",
payment_order_type=order_type,
company_bank_account="Checking Account - Citi Bank"
))
doc = make_payment_order(ref_doc.name, payment_order)
doc.save()
doc.submit()
return doc

13
erpnext/accounts/doctype/payment_order_reference/payment_order_reference.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"creation": "2018-07-20 16:38:06.630813",
"doctype": "DocType",
"editable_grid": 1,
@ -10,7 +11,6 @@
"column_break_4",
"supplier",
"payment_request",
"payment_entry",
"mode_of_payment",
"bank_account_details",
"bank_account",
@ -103,17 +103,12 @@
"no_copy": 1,
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "payment_entry",
"fieldtype": "Link",
"label": "Payment Entry",
"options": "Payment Entry",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"modified": "2019-05-08 13:56:25.724557",
"links": [],
"modified": "2020-09-04 08:29:51.014390",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Order Reference",

4
erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.json
View File

@ -291,11 +291,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 16:15:49.089450",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Period Closing Voucher",
"owner": "jai@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 1,

54
erpnext/accounts/doctype/pos_closing_entry/pos_closing_entry.js
View File

@ -55,14 +55,48 @@ frappe.ui.form.on('POS Closing Entry', {
},
callback: (r) => {
let pos_docs = r.message;
set_form_data(pos_docs, frm)
refresh_fields(frm)
set_html_data(frm)
set_form_data(pos_docs, frm);
refresh_fields(frm);
set_html_data(frm);
}
})
}
});
cur_frm.cscript.before_pos_transactions_remove = function(doc, cdt, cdn) {
const removed_row = locals[cdt][cdn];
if (!removed_row.pos_invoice) return;
frappe.db.get_doc("POS Invoice", removed_row.pos_invoice).then(doc => {
cur_frm.doc.grand_total -= flt(doc.grand_total);
cur_frm.doc.net_total -= flt(doc.net_total);
cur_frm.doc.total_quantity -= flt(doc.total_qty);
refresh_payments(doc, cur_frm, 1);
refresh_taxes(doc, cur_frm, 1);
refresh_fields(cur_frm);
set_html_data(cur_frm);
});
}
frappe.ui.form.on('POS Invoice Reference', {
pos_invoice(frm, cdt, cdn) {
const added_row = locals[cdt][cdn];
if (!added_row.pos_invoice) return;
frappe.db.get_doc("POS Invoice", added_row.pos_invoice).then(doc => {
frm.doc.grand_total += flt(doc.grand_total);
frm.doc.net_total += flt(doc.net_total);
frm.doc.total_quantity += flt(doc.total_qty);
refresh_payments(doc, frm);
refresh_taxes(doc, frm);
refresh_fields(frm);
set_html_data(frm);
});
}
})
frappe.ui.form.on('POS Closing Entry Detail', {
closing_amount: (frm, cdt, cdn) => {
const row = locals[cdt][cdn];
@ -76,8 +110,8 @@ function set_form_data(data, frm) {
frm.doc.grand_total += flt(d.grand_total);
frm.doc.net_total += flt(d.net_total);
frm.doc.total_quantity += flt(d.total_qty);
add_to_payments(d, frm);
add_to_taxes(d, frm);
refresh_payments(d, frm);
refresh_taxes(d, frm);
});
}
@ -90,11 +124,12 @@ function add_to_pos_transaction(d, frm) {
})
}
function add_to_payments(d, frm) {
function refresh_payments(d, frm, remove) {
d.payments.forEach(p => {
const payment = frm.doc.payment_reconciliation.find(pay => pay.mode_of_payment === p.mode_of_payment);
if (payment) {
payment.expected_amount += flt(p.amount);
if (!remove) payment.expected_amount += flt(p.amount);
else payment.expected_amount -= flt(p.amount);
} else {
frm.add_child("payment_reconciliation", {
mode_of_payment: p.mode_of_payment,
@ -105,11 +140,12 @@ function add_to_payments(d, frm) {
})
}
function add_to_taxes(d, frm) {
function refresh_taxes(d, frm, remove) {
d.taxes.forEach(t => {
const tax = frm.doc.taxes.find(tx => tx.account_head === t.account_head && tx.rate === t.rate);
if (tax) {
tax.amount += flt(t.tax_amount);
if (!remove) tax.amount += flt(t.tax_amount);
else tax.amount -= flt(t.tax_amount);
} else {
frm.add_child("taxes", {
account_head: t.account_head,

6
erpnext/accounts/doctype/pos_invoice/pos_invoice.json
View File

@ -279,7 +279,8 @@
"fieldtype": "Check",
"label": "Is Return (Credit Note)",
"no_copy": 1,
"print_hide": 1
"print_hide": 1,
"set_only_once": 1
},
{
"fieldname": "column_break1",
@ -1578,9 +1579,10 @@
}
],
"icon": "fa fa-file-text",
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-05-29 15:08:39.337385",
"modified": "2020-09-07 12:43:09.138720",
"modified_by": "Administrator",
"module": "Accounts",
"name": "POS Invoice",

44
erpnext/accounts/doctype/pos_invoice/pos_invoice.py
View File

@ -21,7 +21,7 @@ from six import iteritems
class POSInvoice(SalesInvoice):
def __init__(self, *args, **kwargs):
super(POSInvoice, self).__init__(*args, **kwargs)
def validate(self):
if not cint(self.is_pos):
frappe.throw(_("POS Invoice should have {} field checked.").format(frappe.bold("Include Payment")))
@ -58,7 +58,7 @@ class POSInvoice(SalesInvoice):
if self.redeem_loyalty_points and self.loyalty_points:
self.apply_loyalty_points()
self.set_status(update=True)
def on_cancel(self):
# run on cancel method of selling controller
super(SalesInvoice, self).on_cancel()
@ -68,10 +68,10 @@ class POSInvoice(SalesInvoice):
against_psi_doc = frappe.get_doc("POS Invoice", self.return_against)
against_psi_doc.delete_loyalty_point_entry()
against_psi_doc.make_loyalty_point_entry()
def validate_stock_availablility(self):
allow_negative_stock = frappe.db.get_value('Stock Settings', None, 'allow_negative_stock')
for d in self.get('items'):
if d.serial_no:
filters = {
@ -89,11 +89,11 @@ class POSInvoice(SalesInvoice):
for s in serial_nos:
if s in reserved_serial_nos:
invalid_serial_nos.append(s)
if len(invalid_serial_nos):
multiple_nos = 's' if len(invalid_serial_nos) > 1 else ''
frappe.throw(_("Row #{}: Serial No{}. {} has already been transacted into another POS Invoice. \
Please select valid serial no.".format(d.idx, multiple_nos,
Please select valid serial no.".format(d.idx, multiple_nos,
frappe.bold(', '.join(invalid_serial_nos)))), title=_("Not Available"))
else:
if allow_negative_stock:
@ -105,9 +105,9 @@ class POSInvoice(SalesInvoice):
.format(d.idx, frappe.bold(d.item_code), frappe.bold(d.warehouse))), title=_("Not Available"))
elif flt(available_stock) < flt(d.qty):
frappe.msgprint(_('Row #{}: Stock quantity not enough for Item Code: {} under warehouse {}. \
Available quantity {}.'.format(d.idx, frappe.bold(d.item_code),
Available quantity {}.'.format(d.idx, frappe.bold(d.item_code),
frappe.bold(d.warehouse), frappe.bold(d.qty))), title=_("Not Available"))
def validate_serialised_or_batched_item(self):
for d in self.get("items"):
serialized = d.get("has_serial_no")
@ -125,7 +125,7 @@ class POSInvoice(SalesInvoice):
if batched and no_batch_selected:
frappe.throw(_('Row #{}: No batch selected against item: {}. Please select a batch or remove it to complete transaction.'
.format(d.idx, frappe.bold(d.item_code))), title=_("Invalid Item"))
def validate_return_items(self):
if not self.get("is_return"): return
@ -158,7 +158,7 @@ class POSInvoice(SalesInvoice):
frappe.throw(_("Row #{0} (Payment Table): Amount must be positive").format(entry.idx))
if self.is_return and entry.amount > 0:
frappe.throw(_("Row #{0} (Payment Table): Amount must be negative").format(entry.idx))
def validate_pos_return(self):
if self.is_pos and self.is_return:
total_amount_in_payments = 0
@ -167,12 +167,12 @@ class POSInvoice(SalesInvoice):
invoice_total = self.rounded_total or self.grand_total
if total_amount_in_payments < invoice_total:
frappe.throw(_("Total payments amount can't be greater than {}".format(-invoice_total)))
def validate_loyalty_transaction(self):
if self.redeem_loyalty_points and (not self.loyalty_redemption_account or not self.loyalty_redemption_cost_center):
expense_account, cost_center = frappe.db.get_value('Loyalty Program', self.loyalty_program, ["expense_account", "cost_center"])
if not self.loyalty_redemption_account:
self.loyalty_redemption_account = expense_account
self.loyalty_redemption_account = expense_account
if not self.loyalty_redemption_cost_center:
self.loyalty_redemption_cost_center = cost_center
@ -212,7 +212,7 @@ class POSInvoice(SalesInvoice):
if update:
self.db_set('status', self.status, update_modified = update_modified)
def set_pos_fields(self, for_validate=False):
"""Set retail related fields from POS Profiles"""
from erpnext.stock.get_item_details import get_pos_profile_item_details, get_pos_profile
@ -315,25 +315,25 @@ class POSInvoice(SalesInvoice):
@frappe.whitelist()
def get_stock_availability(item_code, warehouse):
latest_sle = frappe.db.sql("""select qty_after_transaction
from `tabStock Ledger Entry`
latest_sle = frappe.db.sql("""select qty_after_transaction
from `tabStock Ledger Entry`
where item_code = %s and warehouse = %s
order by posting_date desc, posting_time desc
limit 1""", (item_code, warehouse), as_dict=1)
pos_sales_qty = frappe.db.sql("""select sum(p_item.qty) as qty
from `tabPOS Invoice` p, `tabPOS Invoice Item` p_item
where p.name = p_item.parent
and p.consolidated_invoice is NULL
where p.name = p_item.parent
and p.consolidated_invoice is NULL
and p.docstatus = 1
and p_item.docstatus = 1
and p_item.item_code = %s
and p_item.warehouse = %s
""", (item_code, warehouse), as_dict=1)
sle_qty = latest_sle[0].qty_after_transaction or 0 if latest_sle else 0
pos_sales_qty = pos_sales_qty[0].qty or 0 if pos_sales_qty else 0
if sle_qty and pos_sales_qty and sle_qty > pos_sales_qty:
return sle_qty - pos_sales_qty
else:
@ -360,14 +360,14 @@ def make_merge_log(invoices):
merge_log = frappe.new_doc("POS Invoice Merge Log")
merge_log.posting_date = getdate(nowdate())
for inv in invoices:
inv_data = frappe.db.get_values("POS Invoice", inv.get('name'),
inv_data = frappe.db.get_values("POS Invoice", inv.get('name'),
["customer", "posting_date", "grand_total"], as_dict=1)[0]
merge_log.customer = inv_data.customer
merge_log.append("pos_invoices", {
'pos_invoice': inv.get('name'),
'customer': inv_data.customer,
'posting_date': inv_data.posting_date,
'grand_total': inv_data.grand_total
'grand_total': inv_data.grand_total
})
if merge_log.get('pos_invoices'):

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

@ -182,8 +182,9 @@ class TestPOSInvoice(unittest.TestCase):
def test_pos_returns_with_repayment(self):
pos = create_pos_invoice(qty = 10, do_not_save=True)
pos.set('payments', [])
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 500})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 500})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 500, 'default': 1})
pos.insert()
pos.submit()
@ -200,8 +201,9 @@ class TestPOSInvoice(unittest.TestCase):
income_account = "Sales - _TC", expense_account = "Cost of Goods Sold - _TC", rate=105,
cost_center = "Main - _TC", do_not_save=True)
pos.set('payments', [])
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 50})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 60})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 60, 'default': 1})
pos.insert()
pos.submit()

21
erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.py
View File

@ -24,11 +24,20 @@ class POSInvoiceMergeLog(Document):
def validate_pos_invoice_status(self):
for d in self.pos_invoices:
status, docstatus = frappe.db.get_value('POS Invoice', d.pos_invoice, ['status', 'docstatus'])
status, docstatus, is_return, return_against = frappe.db.get_value(
'POS Invoice', d.pos_invoice, ['status', 'docstatus', 'is_return', 'return_against'])
if docstatus != 1:
frappe.throw(_("Row #{}: POS Invoice {} is not submitted yet").format(d.idx, d.pos_invoice))
if status in ['Consolidated']:
if status == "Consolidated":
frappe.throw(_("Row #{}: POS Invoice {} has been {}").format(d.idx, d.pos_invoice, status))
if is_return and return_against not in [d.pos_invoice for d in self.pos_invoices] and status != "Consolidated":
# if return entry is not getting merged in the current pos closing and if it is not consolidated
frappe.throw(
_("Row #{}: Return Invoice {} cannot be made against unconsolidated invoice. \
You can add original invoice {} manually to proceed.")
.format(d.idx, frappe.bold(d.pos_invoice), frappe.bold(return_against))
)
def on_submit(self):
pos_invoice_docs = [frappe.get_doc("POS Invoice", d.pos_invoice) for d in self.pos_invoices]
@ -36,12 +45,12 @@ class POSInvoiceMergeLog(Document):
returns = [d for d in pos_invoice_docs if d.get('is_return') == 1]
sales = [d for d in pos_invoice_docs if d.get('is_return') == 0]
sales_invoice = self.process_merging_into_sales_invoice(sales)
sales_invoice, credit_note = "", ""
if sales:
sales_invoice = self.process_merging_into_sales_invoice(sales)
if len(returns):
if returns:
credit_note = self.process_merging_into_credit_note(returns)
else:
credit_note = ""
self.save() # save consolidated_sales_invoice & consolidated_credit_note ref in merge log

11
erpnext/accounts/doctype/pos_opening_entry/pos_opening_entry.py
View File

@ -5,13 +5,14 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import cint
from frappe.utils import cint, get_link_to_form
from frappe.model.document import Document
from erpnext.controllers.status_updater import StatusUpdater
class POSOpeningEntry(StatusUpdater):
def validate(self):
self.validate_pos_profile_and_cashier()
self.validate_payment_method_account()
self.set_status()
def validate_pos_profile_and_cashier(self):
@ -20,6 +21,14 @@ class POSOpeningEntry(StatusUpdater):
if not cint(frappe.db.get_value("User", self.user, "enabled")):
frappe.throw(_("User {} has been disabled. Please select valid user/cashier".format(self.user)))
def validate_payment_method_account(self):
for d in self.balance_details:
account = frappe.db.get_value("Mode of Payment Account",
{"parent": d.mode_of_payment, "company": self.company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
def on_submit(self):
self.set_status(update=True)

7
erpnext/accounts/doctype/pos_profile/pos_profile.js
View File

@ -31,8 +31,7 @@ frappe.ui.form.on('POS Profile', {
frm.set_query("print_format", function() {
return {
filters: [
['Print Format', 'doc_type', '=', 'Sales Invoice'],
['Print Format', 'print_format_type', '=', 'Jinja'],
['Print Format', 'doc_type', '=', 'POS Invoice']
]
};
});
@ -45,10 +44,6 @@ frappe.ui.form.on('POS Profile', {
};
});
frm.set_query("print_format", function() {
return { filters: { doc_type: "Sales Invoice", print_format_type: "JS"} };
});
frm.set_query('company_address', function(doc) {
if(!doc.company) {
frappe.throw(__('Please set Company'));

6
erpnext/accounts/doctype/pos_profile/pos_profile.json
View File

@ -302,10 +302,10 @@
"fieldname": "warehouse",
"fieldtype": "Link",
"label": "Warehouse",
"mandatory_depends_on": "update_stock",
"oldfieldname": "warehouse",
"oldfieldtype": "Link",
"options": "Warehouse",
"reqd": 1
"options": "Warehouse"
},
{
"default": "0",
@ -350,4 +350,4 @@
],
"sort_field": "modified",
"sort_order": "DESC"
}
}

27
erpnext/accounts/doctype/pos_profile/pos_profile.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import msgprint, _
from frappe.utils import cint, now
from frappe.utils import cint, now, get_link_to_form
from six import iteritems
from frappe.model.document import Document
@ -13,7 +13,7 @@ class POSProfile(Document):
self.validate_default_profile()
self.validate_all_link_fields()
self.validate_duplicate_groups()
self.check_default_payment()
self.validate_payment_methods()
def validate_default_profile(self):
for row in self.applicable_for_users:
@ -52,14 +52,23 @@ class POSProfile(Document):
if len(customer_groups) != len(set(customer_groups)):
frappe.throw(_("Duplicate customer group found in the cutomer group table"), title = "Duplicate Customer Group")
def check_default_payment(self):
if self.payments:
default_mode_of_payment = [d.default for d in self.payments if d.default]
if not default_mode_of_payment:
frappe.throw(_("Set default mode of payment"))
def validate_payment_methods(self):
if not self.payments:
frappe.throw(_("Payment methods are mandatory. Please add at least one payment method."))
if len(default_mode_of_payment) > 1:
frappe.throw(_("Multiple default mode of payment is not allowed"))
default_mode_of_payment = [d.default for d in self.payments if d.default]
if not default_mode_of_payment:
frappe.throw(_("Please select a default mode of payment"))
if len(default_mode_of_payment) > 1:
frappe.throw(_("You can only select one mode of payment as default"))
for d in self.payments:
account = frappe.db.get_value("Mode of Payment Account",
{"parent": d.mode_of_payment, "company": self.company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
def on_update(self):
self.set_defaults()

4
erpnext/accounts/doctype/pos_profile/test_pos_profile.py
View File

@ -8,6 +8,8 @@ import unittest
from erpnext.stock.get_item_details import get_pos_profile
from erpnext.accounts.doctype.pos_profile.pos_profile import get_child_nodes
test_dependencies = ['Item']
class TestPOSProfile(unittest.TestCase):
def test_pos_profile(self):
make_pos_profile()
@ -88,7 +90,7 @@ def make_pos_profile(**args):
"write_off_account": args.write_off_account or "_Test Write Off - _TC",
"write_off_cost_center": args.write_off_cost_center or "_Test Write Off Cost Center - _TC"
})
payments = [{
'mode_of_payment': 'Cash',
'default': 1

8
erpnext/accounts/doctype/pos_settings/pos_settings.js
View File

@ -7,10 +7,10 @@ frappe.ui.form.on('POS Settings', {
},
get_invoice_fields: function(frm) {
frappe.model.with_doctype("Sales Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
frappe.model.with_doctype("POS Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
if (frappe.model.no_value_type.indexOf(d.fieldtype) === -1 ||
d.fieldtype === 'Table') {
['Table', 'Button'].includes(d.fieldtype)) {
return { label: d.label + ' (' + d.fieldtype + ')', value: d.fieldname };
} else {
return null;
@ -25,7 +25,7 @@ frappe.ui.form.on('POS Settings', {
frappe.ui.form.on("POS Field", {
fieldname: function(frm, doctype, name) {
var doc = frappe.get_doc(doctype, name);
var df = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
var df = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
return doc.fieldname == d.fieldname ? d : null;
})[0];

10
erpnext/accounts/doctype/pricing_rule/pricing_rule.py
View File

@ -1,5 +1,4 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# MIT License. See license.txt
# For license information, please see license.txt
@ -214,7 +213,7 @@ def get_serial_no_for_item(args):
def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=False):
from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules,
get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
if isinstance(doc, string_types):
doc = json.loads(doc)
@ -243,7 +242,7 @@ def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=Fa
update_args_for_pricing_rule(args)
pricing_rules = (get_applied_pricing_rules(args)
pricing_rules = (get_applied_pricing_rules(args.get('pricing_rules'))
if for_validate and args.get("pricing_rules") else get_pricing_rules(args, doc))
if pricing_rules:
@ -371,8 +370,9 @@ def set_discount_amount(rate, item_details):
item_details.rate = rate
def remove_pricing_rule_for_item(pricing_rules, item_details, item_code=None):
from erpnext.accounts.doctype.pricing_rule.utils import get_pricing_rule_items
for d in json.loads(pricing_rules):
from erpnext.accounts.doctype.pricing_rule.utils import (get_applied_pricing_rules,
get_pricing_rule_items)
for d in get_applied_pricing_rules(pricing_rules):
if not d or not frappe.db.exists("Pricing Rule", d): continue
pricing_rule = frappe.get_cached_doc('Pricing Rule', d)

11
erpnext/accounts/doctype/pricing_rule/utils.py
View File

@ -466,9 +466,14 @@ def apply_pricing_rule_on_transaction(doc):
apply_pricing_rule_for_free_items(doc, item_details.free_item_data)
doc.set_missing_values()
def get_applied_pricing_rules(item_row):
return (json.loads(item_row.get("pricing_rules"))
if item_row.get("pricing_rules") else [])
def get_applied_pricing_rules(pricing_rules):
if pricing_rules:
if pricing_rules.startswith('['):
return json.loads(pricing_rules)
else:
return pricing_rules.split(',')
return []
def get_product_discount_rule(pricing_rule, item_details, args=None, doc=None):
free_item = pricing_rule.free_item

6
erpnext/accounts/doctype/process_deferred_accounting/process_deferred_accounting.js
View File

@ -10,13 +10,15 @@ frappe.ui.form.on('Process Deferred Accounting', {
}
};
});
},
if (frm.doc.company) {
type: function(frm) {
if (frm.doc.company && frm.doc.type) {
frm.set_query("account", function() {
return {
filters: {
'company': frm.doc.company,
'root_type': 'Liability',
'root_type': frm.doc.type === 'Income' ? 'Liability' : 'Asset',
'is_group': 0
}
};

4
erpnext/accounts/doctype/process_deferred_accounting/process_deferred_accounting.json
View File

@ -60,6 +60,7 @@
"reqd": 1
},
{
"depends_on": "eval: doc.type",
"fieldname": "account",
"fieldtype": "Link",
"label": "Account",
@ -73,9 +74,10 @@
"reqd": 1
}
],
"index_web_pages_for_search": 1,
"is_submittable": 1,
"links": [],
"modified": "2020-02-06 18:18:09.852844",
"modified": "2020-09-03 18:07:02.463754",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Process Deferred Accounting",

0
erpnext/crm/report/minutes_to_first_response_for_opportunity/__init__.py → erpnext/accounts/doctype/process_statement_of_accounts/__init__.py
View File

89
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html Normal file
View File

@ -0,0 +1,89 @@
<h1 class="text-center" style="page-break-before:always">{{ filters.party[0] }}</h1>
<h3 class="text-center">{{ _("Statement of Accounts") }}</h3>
<h5 class="text-center">
{{ frappe.format(filters.from_date, 'Date')}}
{{ _("to") }}
{{ frappe.format(filters.to_date, 'Date')}}
</h5>
<table class="table table-bordered">
<thead>
<tr>
<th style="width: 12%">{{ _("Date") }}</th>
<th style="width: 15%">{{ _("Ref") }}</th>
<th style="width: 25%">{{ _("Party") }}</th>
<th style="width: 15%">{{ _("Debit") }}</th>
<th style="width: 15%">{{ _("Credit") }}</th>
<th style="width: 18%">{{ _("Balance (Dr - Cr)") }}</th>
</tr>
</thead>
<tbody>
{% for row in data %}
<tr>
{% if(row.posting_date) %}
<td>{{ frappe.format(row.posting_date, 'Date') }}</td>
<td>{{ row.voucher_type }}
<br>{{ row.voucher_no }}</td>
<td>
{% if not (filters.party or filters.account) %}
{{ row.party or row.account }}
<br>
{% endif %}
{{ _("Against") }}: {{ row.against }}
<br>{{ _("Remarks") }}: {{ row.remarks }}
{% if row.bill_no %}
<br>{{ _("Supplier Invoice No") }}: {{ row.bill_no }}
{% endif %}
</td>
<td style="text-align: right">
{{ frappe.utils.fmt_money(row.debit, filters.presentation_currency) }}</td>
<td style="text-align: right">
{{ frappe.utils.fmt_money(row.credit, filters.presentation_currency) }}</td>
{% else %}
<td></td>
<td></td>
<td><b>{{ frappe.format(row.account, {fieldtype: "Link"}) or "&nbsp;" }}</b></td>
<td style="text-align: right">
{{ row.account and frappe.utils.fmt_money(row.debit, filters.presentation_currency) }}
</td>
<td style="text-align: right">
{{ row.account and frappe.utils.fmt_money(row.credit, filters.presentation_currency) }}
</td>
{% endif %}
<td style="text-align: right">
{{ frappe.utils.fmt_money(row.balance, filters.presentation_currency) }}
</td>
</tr>
{% endfor %}
</tbody>
</table>
<br><br>
{% if aging %}
<h3 class="text-center">{{ _("Ageing Report Based On ") }} {{ aging.ageing_based_on }}</h3>
<h5 class="text-center">
{{ _("Up to " ) }} {{ frappe.format(filters.to_date, 'Date')}}
</h5>
<br>
<table class="table table-bordered">
<thead>
<tr>
<th style="width: 12%">30 Days</th>
<th style="width: 15%">60 Days</th>
<th style="width: 25%">90 Days</th>
<th style="width: 15%">120 Days</th>
</tr>
</thead>
<tbody>
<tr>
<td>{{ aging.range1 }}</td>
<td>{{ aging.range2 }}</td>
<td>{{ aging.range3 }}</td>
<td>{{ aging.range4 }}</td>
</tr>
</tbody>
</table>
{% endif %}
<p class="text-right text-muted">Printed On {{ frappe.format(frappe.utils.get_datetime(), 'Datetime') }}</p>

132
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.js Normal file
View File

@ -0,0 +1,132 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Process Statement Of Accounts', {
view_properties: function(frm) {
frappe.route_options = {doc_type: 'Customer'};
frappe.set_route("Form", "Customize Form");
},
refresh: function(frm){
if(!frm.doc.__islocal) {
frm.add_custom_button('Send Emails',function(){
frappe.call({
method: "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.send_emails",
args: {
"document_name": frm.doc.name,
},
callback: function(r) {
if(r && r.message) {
frappe.show_alert({message: __('Emails Queued'), indicator: 'blue'});
}
else{
frappe.msgprint('No Records for these settings.')
}
}
});
});
frm.add_custom_button('Download',function(){
var url = frappe.urllib.get_full_url(
'/api/method/erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.download_statements?'
+ 'document_name='+encodeURIComponent(frm.doc.name))
$.ajax({
url: url,
type: 'GET',
success: function(result) {
if(jQuery.isEmptyObject(result)){
frappe.msgprint('No Records for these settings.');
}
else{
window.location = url;
}
}
});
});
}
},
onload: function(frm) {
frm.set_query('currency', function(){
return {
filters: {
'enabled': 1
}
}
});
if(frm.doc.__islocal){
frm.set_value('from_date', frappe.datetime.add_months(frappe.datetime.get_today(), -1));
frm.set_value('to_date', frappe.datetime.get_today());
}
},
customer_collection: function(frm){
frm.set_value('collection_name', '');
if(frm.doc.customer_collection){
frm.get_field('collection_name').set_label(frm.doc.customer_collection);
}
},
frequency: function(frm){
if(frm.doc.frequency != ''){
frm.set_value('start_date', frappe.datetime.get_today());
}
else{
frm.set_value('start_date', '');
}
},
fetch_customers: function(frm){
if(frm.doc.collection_name){
frappe.call({
method: "erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.fetch_customers",
args: {
'customer_collection': frm.doc.customer_collection,
'collection_name': frm.doc.collection_name,
'primary_mandatory': frm.doc.primary_mandatory
},
callback: function(r) {
if(!r.exc) {
if(r.message.length){
frm.clear_table('customers');
for (const customer of r.message){
var row = frm.add_child('customers');
row.customer = customer.name;
row.primary_email = customer.primary_email;
row.billing_email = customer.billing_email;
}
frm.refresh_field('customers');
}
else{
frappe.msgprint('No Customers found with selected options.');
}
}
}
});
}
else {
frappe.throw('Enter ' + frm.doc.customer_collection + ' name.');
}
}
});
frappe.ui.form.on('Process Statement Of Accounts Customer', {
customer: function(frm, cdt, cdn){
var row = locals[cdt][cdn];
if (!row.customer){
return;
}
frappe.call({
method: 'erpnext.accounts.doctype.process_statement_of_accounts.process_statement_of_accounts.get_customer_emails',
args: {
'customer_name': row.customer,
'primary_mandatory': frm.doc.primary_mandatory
},
callback: function(r){
if(!r.exe){
if(r.message.length){
frappe.model.set_value(cdt, cdn, "primary_email", r.message[0])
frappe.model.set_value(cdt, cdn, "billing_email", r.message[1])
}
else {
return
}
}
}
})
}
});

310
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json Normal file
View File

@ -0,0 +1,310 @@
{
"actions": [],
"allow_workflow": 1,
"autoname": "Prompt",
"creation": "2020-05-22 16:46:18.712954",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"section_break_11",
"from_date",
"company",
"account",
"group_by",
"cost_center",
"column_break_14",
"to_date",
"finance_book",
"currency",
"project",
"section_break_3",
"customer_collection",
"collection_name",
"fetch_customers",
"column_break_6",
"primary_mandatory",
"column_break_17",
"customers",
"preferences",
"orientation",
"section_break_14",
"include_ageing",
"ageing_based_on",
"section_break_1",
"enable_auto_email",
"section_break_18",
"frequency",
"filter_duration",
"column_break_21",
"start_date",
"section_break_33",
"subject",
"column_break_28",
"cc_to",
"section_break_30",
"body",
"help_text"
],
"fields": [
{
"fieldname": "frequency",
"fieldtype": "Select",
"label": "Frequency",
"options": "Weekly\nMonthly\nQuarterly"
},
{
"fieldname": "company",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Company",
"options": "Company",
"reqd": 1
},
{
"depends_on": "eval:doc.enable_auto_email == 0;",
"fieldname": "from_date",
"fieldtype": "Date",
"label": "From Date",
"mandatory_depends_on": "eval:doc.frequency == '';"
},
{
"depends_on": "eval:doc.enable_auto_email == 0;",
"fieldname": "to_date",
"fieldtype": "Date",
"label": "To Date",
"mandatory_depends_on": "eval:doc.frequency == '';"
},
{
"fieldname": "cost_center",
"fieldtype": "Table MultiSelect",
"label": "Cost Center",
"options": "PSOA Cost Center"
},
{
"fieldname": "project",
"fieldtype": "Table MultiSelect",
"label": "Project",
"options": "PSOA Project"
},
{
"fieldname": "section_break_3",
"fieldtype": "Section Break",
"label": "Customers"
},
{
"fieldname": "column_break_6",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_11",
"fieldtype": "Section Break",
"label": "General Ledger Filters"
},
{
"fieldname": "column_break_14",
"fieldtype": "Column Break"
},
{
"fieldname": "column_break_17",
"fieldtype": "Section Break",
"hide_border": 1
},
{
"fieldname": "customer_collection",
"fieldtype": "Select",
"label": "Select Customers By",
"options": "\nCustomer Group\nTerritory\nSales Partner\nSales Person"
},
{
"depends_on": "eval: doc.customer_collection !== ''",
"fieldname": "collection_name",
"fieldtype": "Dynamic Link",
"label": "Recipient",
"options": "customer_collection"
},
{
"fieldname": "section_break_1",
"fieldtype": "Section Break",
"label": "Email Settings"
},
{
"fieldname": "account",
"fieldtype": "Link",
"label": "Account",
"options": "Account"
},
{
"fieldname": "finance_book",
"fieldtype": "Link",
"label": "Finance Book",
"options": "Finance Book"
},
{
"fieldname": "preferences",
"fieldtype": "Section Break",
"label": "Print Preferences"
},
{
"fieldname": "orientation",
"fieldtype": "Select",
"label": "Orientation",
"options": "Landscape\nPortrait"
},
{
"default": "Today",
"fieldname": "start_date",
"fieldtype": "Date",
"label": "Start Date"
},
{
"default": "Group by Voucher (Consolidated)",
"fieldname": "group_by",
"fieldtype": "Select",
"label": "Group By",
"options": "\nGroup by Voucher\nGroup by Voucher (Consolidated)"
},
{
"fieldname": "currency",
"fieldtype": "Link",
"label": "Currency",
"options": "Currency"
},
{
"default": "0",
"fieldname": "include_ageing",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Include Ageing Summary"
},
{
"default": "Due Date",
"depends_on": "eval:doc.include_ageing === 1",
"fieldname": "ageing_based_on",
"fieldtype": "Select",
"label": "Ageing Based On",
"options": "Due Date\nPosting Date"
},
{
"default": "0",
"fieldname": "enable_auto_email",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Enable Auto Email"
},
{
"fieldname": "section_break_14",
"fieldtype": "Column Break",
"hide_border": 1
},
{
"depends_on": "eval: doc.enable_auto_email ==1",
"fieldname": "section_break_18",
"fieldtype": "Section Break",
"hide_border": 1
},
{
"fieldname": "column_break_21",
"fieldtype": "Column Break"
},
{
"depends_on": "eval: doc.customer_collection !== ''",
"fieldname": "fetch_customers",
"fieldtype": "Button",
"label": "Fetch Customers",
"options": "fetch_customers",
"print_hide": 1,
"report_hide": 1
},
{
"default": "1",
"fieldname": "primary_mandatory",
"fieldtype": "Check",
"label": "Send To Primary Contact"
},
{
"fieldname": "cc_to",
"fieldtype": "Link",
"label": "CC To",
"options": "User"
},
{
"default": "1",
"fieldname": "filter_duration",
"fieldtype": "Int",
"label": "Filter Duration (Months)"
},
{
"fieldname": "customers",
"fieldtype": "Table",
"label": "Customers",
"options": "Process Statement Of Accounts Customer",
"reqd": 1
},
{
"fieldname": "column_break_28",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_30",
"fieldtype": "Section Break",
"hide_border": 1
},
{
"fieldname": "section_break_33",
"fieldtype": "Section Break",
"hide_border": 1
},
{
"fieldname": "help_text",
"fieldtype": "HTML",
"label": "Help Text",
"options": "<br>\n<h4>Note</h4>\n<ul>\n<li>\nYou can use <a href=\"https://jinja.palletsprojects.com/en/2.11.x/\" target=\"_blank\">Jinja tags</a> in <b>Subject</b> and <b>Body</b> fields for dynamic values.\n</li><li>\n All fields in this doctype are available under the <b>doc</b> object and all fields for the customer to whom the mail will go to is available under the <b>customer</b> object.\n</li></ul>\n<h4> Examples</h4>\n<!-- {% raw %} -->\n<ul>\n <li><b>Subject</b>:<br><br><pre><code>Statement Of Accounts for {{ customer.name }}</code></pre><br></li>\n <li><b>Body</b>: <br><br>\n<pre><code>Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.</code> </pre></li>\n</ul>\n<!-- {% endraw %} -->"
},
{
"fieldname": "subject",
"fieldtype": "Data",
"label": "Subject"
},
{
"fieldname": "body",
"fieldtype": "Text Editor",
"label": "Body"
}
],
"links": [],
"modified": "2020-08-08 08:47:09.185728",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Process Statement Of Accounts",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

271
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py Normal file
View File

@ -0,0 +1,271 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
from erpnext.accounts.report.general_ledger.general_ledger import execute as get_soa
from erpnext.accounts.report.accounts_receivable_summary.accounts_receivable_summary import execute as get_ageing
from frappe.core.doctype.communication.email import make
from frappe.utils.print_format import report_to_pdf
from frappe.utils.pdf import get_pdf
from frappe.utils import today, add_days, add_months, getdate, format_date
from frappe.utils.jinja import validate_template
import copy
from datetime import timedelta
from frappe.www.printview import get_print_style
class ProcessStatementOfAccounts(Document):
def validate(self):
if not self.subject:
self.subject = 'Statement Of Accounts for {{ customer.name }}'
if not self.body:
self.body = 'Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.'
validate_template(self.subject)
validate_template(self.body)
if not self.customers:
frappe.throw(frappe._('Customers not selected.'))
if self.enable_auto_email:
self.to_date = self.start_date
self.from_date = add_months(self.to_date, -1 * self.filter_duration)
def get_report_pdf(doc, consolidated=True):
statement_dict = {}
aging = ''
base_template_path = "frappe/www/printview.html"
template_path = "erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.html"
for entry in doc.customers:
if doc.include_ageing:
ageing_filters = frappe._dict({
'company': doc.company,
'report_date': doc.to_date,
'ageing_based_on': doc.ageing_based_on,
'range1': 30,
'range2': 60,
'range3': 90,
'range4': 120,
'customer': entry.customer
})
col1, aging = get_ageing(ageing_filters)
aging[0]['ageing_based_on'] = doc.ageing_based_on
tax_id = frappe.get_doc('Customer', entry.customer).tax_id
filters= frappe._dict({
'from_date': doc.from_date,
'to_date': doc.to_date,
'company': doc.company,
'finance_book': doc.finance_book if doc.finance_book else None,
"account": doc.account if doc.account else None,
'party_type': 'Customer',
'party': [entry.customer],
'group_by': doc.group_by,
'currency': doc.currency,
'cost_center': [cc.cost_center_name for cc in doc.cost_center],
'project': [p.project_name for p in doc.project],
'show_opening_entries': 0,
'include_default_book_entries': 0,
'show_cancelled_entries': 1,
'tax_id': tax_id if tax_id else None
})
col, res = get_soa(filters)
for x in [0, -2, -1]:
res[x]['account'] = res[x]['account'].replace("'","")
if len(res) == 3:
continue
html = frappe.render_template(template_path, \
{"filters": filters, "data": res, "aging": aging[0] if doc.include_ageing else None})
html = frappe.render_template(base_template_path, {"body": html, \
"css": get_print_style(), "title": "Statement For " + entry.customer})
statement_dict[entry.customer] = html
if not bool(statement_dict):
return False
elif consolidated:
result = ''.join(list(statement_dict.values()))
return get_pdf(result, {'orientation': doc.orientation})
else:
for customer, statement_html in statement_dict.items():
statement_dict[customer]=get_pdf(statement_html, {'orientation': doc.orientation})
return statement_dict
def get_customers_based_on_territory_or_customer_group(customer_collection, collection_name):
fields_dict = {
'Customer Group': 'customer_group',
'Territory': 'territory',
}
collection = frappe.get_doc(customer_collection, collection_name)
selected = [customer.name for customer in frappe.get_list(customer_collection, filters=[
['lft', '>=', collection.lft],
['rgt', '<=', collection.rgt]
],
fields=['name'],
order_by='lft asc, rgt desc'
)]
return frappe.get_list('Customer', fields=['name', 'email_id'], \
filters=[[fields_dict[customer_collection], 'IN', selected]])
def get_customers_based_on_sales_person(sales_person):
lft, rgt = frappe.db.get_value("Sales Person",
sales_person, ["lft", "rgt"])
records = frappe.db.sql("""
select distinct parent, parenttype
from `tabSales Team` steam
where parenttype = 'Customer'
and exists(select name from `tabSales Person` where lft >= %s and rgt <= %s and name = steam.sales_person)
""", (lft, rgt), as_dict=1)
sales_person_records = frappe._dict()
for d in records:
sales_person_records.setdefault(d.parenttype, set()).add(d.parent)
customers = frappe.get_list('Customer', fields=['name', 'email_id'], \
filters=[['name', 'in', list(sales_person_records['Customer'])]])
return customers
def get_recipients_and_cc(customer, doc):
recipients = []
for clist in doc.customers:
if clist.customer == customer:
recipients.append(clist.billing_email)
if doc.primary_mandatory and clist.primary_email:
recipients.append(clist.primary_email)
cc = []
if doc.cc_to != '':
try:
cc=[frappe.get_value('User', doc.cc_to, 'email')]
except:
pass
return recipients, cc
def get_context(customer, doc):
template_doc = copy.deepcopy(doc)
del template_doc.customers
template_doc.from_date = format_date(template_doc.from_date)
template_doc.to_date = format_date(template_doc.to_date)
return {
'doc': template_doc,
'customer': frappe.get_doc('Customer', customer),
'frappe': frappe.utils
}
@frappe.whitelist()
def fetch_customers(customer_collection, collection_name, primary_mandatory):
customer_list = []
customers = []
if customer_collection == 'Sales Person':
customers = get_customers_based_on_sales_person(collection_name)
if not bool(customers):
frappe.throw('No Customers found with selected options.')
else:
if customer_collection == 'Sales Partner':
customers = frappe.get_list('Customer', fields=['name', 'email_id'], \
filters=[['default_sales_partner', '=', collection_name]])
else:
customers = get_customers_based_on_territory_or_customer_group(customer_collection, collection_name)
for customer in customers:
primary_email = customer.get('email_id') or ''
billing_email = get_customer_emails(customer.name, 1, billing_and_primary=False)
if billing_email == '' or (primary_email == '' and int(primary_mandatory)):
continue
customer_list.append({
'name': customer.name,
'primary_email': primary_email,
'billing_email': billing_email
})
return customer_list
@frappe.whitelist()
def get_customer_emails(customer_name, primary_mandatory, billing_and_primary=True):
billing_email = frappe.db.sql("""
SELECT c.email_id FROM `tabContact` AS c JOIN `tabDynamic Link` AS l ON c.name=l.parent \
WHERE l.link_doctype='Customer' and l.link_name='""" + customer_name + """' and \
c.is_billing_contact=1 \
order by c.creation desc""")
if len(billing_email) == 0 or (billing_email[0][0] is None):
if billing_and_primary:
frappe.throw('No billing email found for customer: '+ customer_name)
else:
return ''
if billing_and_primary:
primary_email = frappe.get_value('Customer', customer_name, 'email_id')
if primary_email is None and int(primary_mandatory):
frappe.throw('No primary email found for customer: '+ customer_name)
return [primary_email or '', billing_email[0][0]]
else:
return billing_email[0][0] or ''
@frappe.whitelist()
def download_statements(document_name):
doc = frappe.get_doc('Process Statement Of Accounts', document_name)
report = get_report_pdf(doc)
if report:
frappe.local.response.filename = doc.name + '.pdf'
frappe.local.response.filecontent = report
frappe.local.response.type = "download"
@frappe.whitelist()
def send_emails(document_name, from_scheduler=False):
doc = frappe.get_doc('Process Statement Of Accounts', document_name)
report = get_report_pdf(doc, consolidated=False)
if report:
for customer, report_pdf in report.items():
attachments = [{
'fname': customer + '.pdf',
'fcontent': report_pdf
}]
recipients, cc = get_recipients_and_cc(customer, doc)
context = get_context(customer, doc)
subject = frappe.render_template(doc.subject, context)
message = frappe.render_template(doc.body, context)
frappe.enqueue(
queue='short',
method=frappe.sendmail,
recipients=recipients,
sender=frappe.session.user,
cc=cc,
subject=subject,
message=message,
now=True,
reference_doctype='Process Statement Of Accounts',
reference_name=document_name,
attachments=attachments
)
if doc.enable_auto_email and from_scheduler:
new_to_date = getdate(today())
if doc.frequency == 'Weekly':
new_to_date = add_days(new_to_date, 7)
else:
new_to_date = add_months(new_to_date, 1 if doc.frequency == 'Monthly' else 3)
new_from_date = add_months(new_to_date, -1 * doc.filter_duration)
doc.add_comment('Comment', 'Emails sent on: ' + frappe.utils.format_datetime(frappe.utils.now()))
doc.db_set('to_date', new_to_date, commit=True)
doc.db_set('from_date', new_from_date, commit=True)
return True
else:
return False
@frappe.whitelist()
def send_auto_email():
selected = frappe.get_list('Process Statement Of Accounts', filters={'to_date': format_date(today()), 'enable_auto_email': 1})
for entry in selected:
send_emails(entry.name, from_scheduler=True)
return True

10
erpnext/accounts/doctype/process_statement_of_accounts/test_process_statement_of_accounts.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
# import frappe
import unittest
class TestProcessStatementOfAccounts(unittest.TestCase):
pass

0
erpnext/support/report/minutes_to_first_response_for_issues/__init__.py → erpnext/accounts/doctype/process_statement_of_accounts_customer/__init__.py
View File

47
erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.json Normal file
View File

@ -0,0 +1,47 @@
{
"actions": [],
"allow_workflow": 1,
"creation": "2020-08-03 16:35:21.852178",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"customer",
"billing_email",
"primary_email"
],
"fields": [
{
"fieldname": "customer",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Customer",
"options": "Customer",
"reqd": 1
},
{
"fieldname": "primary_email",
"fieldtype": "Read Only",
"in_list_view": 1,
"label": "Primary Contact Email"
},
{
"fieldname": "billing_email",
"fieldtype": "Read Only",
"in_list_view": 1,
"label": "Billing Email"
}
],
"istable": 1,
"links": [],
"modified": "2020-08-03 22:55:38.875601",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Process Statement Of Accounts Customer",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
erpnext/accounts/doctype/process_statement_of_accounts_customer/process_statement_of_accounts_customer.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class ProcessStatementOfAccountsCustomer(Document):
pass

0
erpnext/accounts/doctype/psoa_cost_center/__init__.py Normal file
View File

30
erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.json Normal file
View File

@ -0,0 +1,30 @@
{
"actions": [],
"creation": "2020-08-03 16:56:45.744905",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"cost_center_name"
],
"fields": [
{
"fieldname": "cost_center_name",
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
}
],
"istable": 1,
"links": [],
"modified": "2020-08-03 16:56:45.744905",
"modified_by": "Administrator",
"module": "Accounts",
"name": "PSOA Cost Center",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
erpnext/accounts/doctype/psoa_cost_center/psoa_cost_center.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class PSOACostCenter(Document):
pass

0
erpnext/accounts/doctype/psoa_project/__init__.py Normal file
View File

30
erpnext/accounts/doctype/psoa_project/psoa_project.json Normal file
View File

@ -0,0 +1,30 @@
{
"actions": [],
"creation": "2020-08-03 16:52:14.731978",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"project_name"
],
"fields": [
{
"fieldname": "project_name",
"fieldtype": "Link",
"label": "Project",
"options": "Project"
}
],
"istable": 1,
"links": [],
"modified": "2020-08-03 16:53:39.219736",
"modified_by": "Administrator",
"module": "Accounts",
"name": "PSOA Project",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

10
erpnext/accounts/doctype/psoa_project/psoa_project.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class PSOAProject(Document):
pass

8
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
View File

@ -25,6 +25,12 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
this.frm.set_df_property("credit_to", "print_hide", 0);
}
}
// Trigger supplier event on load if supplier is available
// The reason for this is PI can be created from PR or PO and supplier is pre populated
if (this.frm.doc.supplier && this.frm.doc.__islocal) {
this.frm.trigger('supplier');
}
},
refresh: function(doc) {
@ -135,6 +141,8 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
}
});
}
this.frm.set_df_property("tax_withholding_category", "hidden", doc.apply_tds ? 0 : 1);
},
unblock_invoice: function() {

6
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json
View File

@ -180,7 +180,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
"options": "ACC-PINV-.YYYY.-",
"options": "ACC-PINV-.YYYY.-\nACC-PINV-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@ -1334,7 +1334,7 @@
"idx": 204,
"is_submittable": 1,
"links": [],
"modified": "2020-08-03 12:46:01.411074",
"modified": "2020-08-03 23:20:04.466153",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",
@ -1396,4 +1396,4 @@
"timeline_field": "supplier",
"title_field": "title",
"track_changes": 1
}
}

7
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -132,6 +132,11 @@ class PurchaseInvoice(BuyingController):
if not self.due_date:
self.due_date = get_due_date(self.posting_date, "Supplier", self.supplier, self.company, self.bill_date)
tds_category = frappe.db.get_value("Supplier", self.supplier, "tax_withholding_category")
if tds_category and not for_validate:
self.apply_tds = 1
self.tax_withholding_category = tds_category
super(PurchaseInvoice, self).set_missing_values(for_validate)
def check_conversion_rate(self):
@ -400,8 +405,6 @@ class PurchaseInvoice(BuyingController):
update_linked_doc(self.doctype, self.name, self.inter_company_invoice_reference)
def make_gl_entries(self, gl_entries=None):
if not self.grand_total:
return
if not gl_entries:
gl_entries = self.get_gl_entries()

15
erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
View File

@ -1,5 +1,4 @@
{
"actions": [],
"autoname": "hash",
"creation": "2013-05-22 12:43:10",
"doctype": "DocType",
@ -82,6 +81,7 @@
"item_tax_rate",
"bom",
"include_exploded_items",
"purchase_invoice_item",
"col_break6",
"purchase_order",
"po_detail",
@ -769,12 +769,21 @@
"collapsible": 1,
"fieldname": "col_break7",
"fieldtype": "Column Break"
},
{
"depends_on": "eval:parent.update_stock == 1",
"fieldname": "purchase_invoice_item",
"fieldtype": "Data",
"ignore_user_permissions": 1,
"label": "Purchase Invoice Item",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-04-22 10:37:35.103176",
"modified": "2020-08-20 11:48:01.398356",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice Item",

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

@ -210,7 +210,7 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-03-12 14:53:47.679439",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges",

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

@ -78,7 +78,7 @@
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges Template",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"email": 1,

7
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
View File

@ -1,7 +1,6 @@
{
"actions": [],
"allow_import": 1,
"allow_workflow": 1,
"autoname": "naming_series:",
"creation": "2013-05-24 19:29:05",
"doctype": "DocType",
@ -217,7 +216,7 @@
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
"options": "ACC-SINV-.YYYY.-",
"options": "ACC-SINV-.YYYY.-\nACC-SINV-RET-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
@ -448,7 +447,7 @@
{
"allow_on_submit": 1,
"fieldname": "po_no",
"fieldtype": "Small Text",
"fieldtype": "Data",
"hide_days": 1,
"hide_seconds": 1,
"label": "Customer's Purchase Order",
@ -1947,7 +1946,7 @@
"idx": 181,
"is_submittable": 1,
"links": [],
"modified": "2020-07-18 05:07:16.725974",
"modified": "2020-08-27 01:56:28.532140",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

23
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate, get_link_to_form
from frappe import _, msgprint, throw
from erpnext.accounts.party import get_party_account, get_due_date
from frappe.model.mapper import get_mapped_doc
@ -1372,7 +1372,7 @@ def get_bank_cash_account(mode_of_payment, company):
{"parent": mode_of_payment, "company": company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(mode_of_payment))
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
return {
"account": account
}
@ -1612,29 +1612,28 @@ def update_multi_mode_option(doc, pos_profile):
payment.type = payment_mode.type
doc.set('payments', [])
if not pos_profile or not pos_profile.get('payments'):
for payment_mode in get_all_mode_of_payments(doc):
append_payment(payment_mode)
return
for pos_payment_method in pos_profile.get('payments'):
pos_payment_method = pos_payment_method.as_dict()
payment_mode = get_mode_of_payment_info(pos_payment_method.mode_of_payment, doc.company)
if not payment_mode:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", pos_payment_method.mode_of_payment)), title=_("Missing Account"))
payment_mode[0].default = pos_payment_method.default
append_payment(payment_mode[0])
def get_all_mode_of_payments(doc):
return frappe.db.sql("""
select mpa.default_account, mpa.parent, mp.type as type
from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
select mpa.default_account, mpa.parent, mp.type as type
from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
where mpa.parent = mp.name and mpa.company = %(company)s and mp.enabled = 1""",
{'company': doc.company}, as_dict=1)
def get_mode_of_payment_info(mode_of_payment, company):
return frappe.db.sql("""
select mpa.default_account, mpa.parent, mp.type as type
from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
select mpa.default_account, mpa.parent, mp.type as type
from `tabMode of Payment Account` mpa,`tabMode of Payment` mp
where mpa.parent = mp.name and mpa.company = %s and mp.enabled = 1 and mp.name = %s""",
(company, mode_of_payment), as_dict=1)

3
erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
View File

@ -13,7 +13,8 @@ def get_data():
'Auto Repeat': 'reference_document',
},
'internal_links': {
'Sales Order': ['items', 'sales_order']
'Sales Order': ['items', 'sales_order'],
'Delivery Note': ['items', 'delivery_note']
},
'transactions': [
{

17
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -206,10 +206,19 @@ class TestSalesInvoice(unittest.TestCase):
"rate": 14,
'included_in_print_rate': 1
})
si.append("taxes", {
"charge_type": "On Item Quantity",
"account_head": "_Test Account Education Cess - _TC",
"cost_center": "_Test Cost Center - _TC",
"description": "CESS",
"rate": 5,
'included_in_print_rate': 1
})
si.insert()
# with inclusive tax
self.assertEqual(si.net_total, 4385.96)
self.assertEqual(si.items[0].net_amount, 3947.368421052631)
self.assertEqual(si.net_total, 3947.37)
self.assertEqual(si.grand_total, 5000)
si.reload()
@ -222,8 +231,8 @@ class TestSalesInvoice(unittest.TestCase):
si.save()
# with inclusive tax and additional discount
self.assertEqual(si.net_total, 4285.96)
self.assertEqual(si.grand_total, 4885.99)
self.assertEqual(si.net_total, 3847.37)
self.assertEqual(si.grand_total, 4886)
si.reload()
@ -235,7 +244,7 @@ class TestSalesInvoice(unittest.TestCase):
si.save()
# with inclusive tax and additional discount
self.assertEqual(si.net_total, 4298.25)
self.assertEqual(si.net_total, 3859.65)
self.assertEqual(si.grand_total, 4900.00)
def test_sales_invoice_discount_amount(self):

16
erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
View File

@ -1,5 +1,4 @@
{
"actions": [],
"autoname": "hash",
"creation": "2013-06-04 11:02:19",
"doctype": "DocType",
@ -87,6 +86,7 @@
"edit_references",
"sales_order",
"so_detail",
"sales_invoice_item",
"column_break_74",
"delivery_note",
"dn_detail",
@ -790,12 +790,22 @@
"fieldtype": "Link",
"label": "Project",
"options": "Project"
}
},
{
"depends_on": "eval:parent.update_stock == 1",
"fieldname": "sales_invoice_item",
"fieldtype": "Data",
"ignore_user_permissions": 1,
"label": "Sales Invoice Item",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-07-18 12:24:41.749986",
"modified": "2020-08-20 11:24:41.749986",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Item",

2
erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template_dashboard.py
View File

@ -8,7 +8,7 @@ def get_data():
'fieldname': 'taxes_and_charges',
'non_standard_fieldnames': {
'Tax Rule': 'sales_tax_template',
'Subscription': 'tax_template',
'Subscription': 'sales_tax_template',
'Restaurant': 'default_tax_template'
},
'transactions': [

18
erpnext/accounts/doctype/shipping_rule/shipping_rule.js
View File

@ -3,6 +3,22 @@
frappe.ui.form.on('Shipping Rule', {
refresh: function(frm) {
frm.set_query("cost_center", function() {
return {
filters: {
company: frm.doc.company
}
}
})
frm.set_query("account", function() {
return {
filters: {
company: frm.doc.company
}
}
})
frm.trigger('toggle_reqd');
},
calculate_based_on: function(frm) {
@ -12,4 +28,4 @@ frappe.ui.form.on('Shipping Rule', {
frm.toggle_reqd("shipping_amount", frm.doc.calculate_based_on === 'Fixed');
frm.toggle_reqd("conditions", frm.doc.calculate_based_on !== 'Fixed');
}
});
});

90
erpnext/accounts/doctype/tax_category/tax_category.json
View File

@ -1,134 +1,66 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"actions": [],
"allow_rename": 1,
"autoname": "field:title",
"beta": 0,
"creation": "2018-11-22 23:38:39.668804",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"title"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "title",
"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": "Title",
"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": "2020-01-15 17:14:28.951793",
"index_web_pages_for_search": 1,
"links": [],
"modified": "2020-08-30 19:41:25.783852",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Tax Category",
"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": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
},
{
"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": "Accounts Manager",
"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": "Accounts User",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 0
"share": 1
}
],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
}
"track_changes": 1
}

19
erpnext/accounts/doctype/tax_rule/test_tax_rule.py
View File

@ -6,6 +6,8 @@ from __future__ import unicode_literals
import frappe
import unittest
from erpnext.accounts.doctype.tax_rule.tax_rule import IncorrectCustomerGroup, IncorrectSupplierType, ConflictingTaxRule, get_tax_template
from erpnext.crm.doctype.opportunity.test_opportunity import make_opportunity
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
test_records = frappe.get_test_records('Tax Rule')
@ -144,6 +146,23 @@ class TestTaxRule(unittest.TestCase):
self.assertEqual(get_tax_template("2015-01-01", {"customer":"_Test Customer", "billing_city": "Test City 1"}),
"_Test Sales Taxes and Charges Template 1 - _TC")
def test_taxes_fetch_via_tax_rule(self):
make_tax_rule(customer= "_Test Customer", billing_city = "_Test City",
sales_tax_template = "_Test Sales Taxes and Charges Template - _TC", save=1)
# create opportunity for customer
opportunity = make_opportunity(with_items=1)
# make quotation from opportunity
quotation = make_quotation(opportunity.name)
quotation.save()
self.assertEqual(quotation.taxes_and_charges, "_Test Sales Taxes and Charges Template - _TC")
# Check if accounts heads and rate fetched are also fetched from tax template or not
self.assertTrue(len(quotation.taxes) > 0)
def make_tax_rule(**args):
args = frappe._dict(args)

10
erpnext/accounts/general_ledger.py
View File

@ -45,8 +45,8 @@ def validate_accounting_period(gl_map):
}, as_dict=1)
if accounting_periods:
frappe.throw(_("You can't create accounting entries in the closed accounting period {0}")
.format(accounting_periods[0].name), ClosedAccountingPeriod)
frappe.throw(_("You cannot create or cancel any accounting entries with in the closed Accounting Period {0}")
.format(frappe.bold(accounting_periods[0].name)), ClosedAccountingPeriod)
def process_gl_map(gl_map, merge_entries=True):
if merge_entries:
@ -301,8 +301,9 @@ def make_reverse_gl_entries(gl_entries=None, voucher_type=None, voucher_no=None,
})
if gl_entries:
set_as_cancel(gl_entries[0]['voucher_type'], gl_entries[0]['voucher_no'])
validate_accounting_period(gl_entries)
check_freezing_date(gl_entries[0]["posting_date"], adv_adj)
set_as_cancel(gl_entries[0]['voucher_type'], gl_entries[0]['voucher_no'])
for entry in gl_entries:
entry['name'] = None
@ -319,7 +320,6 @@ def make_reverse_gl_entries(gl_entries=None, voucher_type=None, voucher_no=None,
entry['remarks'] = "On cancellation of " + entry['voucher_no']
entry['is_cancelled'] = 1
entry['posting_date'] = today()
if entry['debit'] or entry['credit']:
make_entry(entry, adv_adj, "Yes")
@ -342,7 +342,7 @@ def set_as_cancel(voucher_type, voucher_no):
"""
Set is_cancelled=1 in all original gl entries for the voucher
"""
frappe.db.sql("""update `tabGL Entry` set is_cancelled = 1,
frappe.db.sql("""UPDATE `tabGL Entry` SET is_cancelled = 1,
modified=%s, modified_by=%s
where voucher_type=%s and voucher_no=%s and is_cancelled = 0""",
(now(), frappe.session.user, voucher_type, voucher_no))

38
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
View File

@ -72,7 +72,7 @@ erpnext.accounts.bankReconciliation = class BankReconciliation {
check_plaid_status() {
const me = this;
frappe.db.get_value("Plaid Settings", "Plaid Settings", "enabled", (r) => {
if (r && r.enabled == "1") {
if (r && r.enabled === "1") {
me.plaid_status = "active"
} else {
me.plaid_status = "inactive"
@ -139,7 +139,7 @@ erpnext.accounts.bankTransactionUpload = class bankTransactionUpload {
}
make() {
const me = this;
const me = this;
new frappe.ui.FileUploader({
method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
allow_multiple: 0,
@ -214,31 +214,35 @@ erpnext.accounts.bankTransactionSync = class bankTransactionSync {
init_config() {
const me = this;
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
.then(result => {
me.plaid_env = result.plaid_env;
me.plaid_public_key = result.plaid_public_key;
me.client_name = result.client_name;
me.sync_transactions()
})
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_plaid_configuration')
.then(result => {
me.plaid_env = result.plaid_env;
me.client_name = result.client_name;
me.link_token = result.link_token;
me.sync_transactions();
})
}
sync_transactions() {
const me = this;
frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (v) => {
frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (r) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions', {
bank: v['bank'],
bank: r.bank,
bank_account: me.parent.bank_account,
freeze: true
})
.then((result) => {
let result_title = (result.length > 0) ? __("{0} bank transaction(s) created", [result.length]) : __("This bank account is already synchronized")
let result_title = (result && result.length > 0)
? __("{0} bank transaction(s) created", [result.length])
: __("This bank account is already synchronized");
let result_msg = `
<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
<h5 class="text-muted">${result_title}</h5>
</div>`
<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
<h5 class="text-muted">${result_title}</h5>
</div>`
this.parent.$main_section.append(result_msg)
frappe.show_alert({message:__("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator:'green'});
frappe.show_alert({ message: __("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator: 'green' });
})
})
}
@ -384,7 +388,7 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
})
frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.get_linked_payments',
{bank_transaction: data, freeze:true, freeze_message:__("Finding linked payments")}
{ bank_transaction: data, freeze: true, freeze_message: __("Finding linked payments") }
).then((result) => {
me.make_dialog(result)
})

2
erpnext/accounts/party.py
View File

@ -611,7 +611,7 @@ def get_partywise_advanced_payment_amount(party_type, posting_date = None, futur
cond = "posting_date <= '{0}'".format(posting_date)
if company:
cond += "and company = '{0}'".format(company)
cond += "and company = {0}".format(frappe.db.escape(company))
data = frappe.db.sql(""" SELECT party, sum({0}) as amount
FROM `tabGL Entry`

2
erpnext/accounts/report/accounts_receivable/accounts_receivable.js
View File

@ -34,7 +34,7 @@ frappe.query_reports["Accounts Receivable"] = {
filters: {
'company': company
}
}
};
}
},
{

10
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -617,9 +617,19 @@ class ReceivablePayableReport(object):
elif party_type_field=="supplier":
self.add_supplier_filters(conditions, values)
if self.filters.cost_center:
self.get_cost_center_conditions(conditions)
self.add_accounting_dimensions_filters(conditions, values)
return " and ".join(conditions), values
def get_cost_center_conditions(self, conditions):
lft, rgt = frappe.db.get_value("Cost Center", self.filters.cost_center, ["lft", "rgt"])
cost_center_list = [center.name for center in frappe.get_list("Cost Center", filters = {'lft': (">=", lft), 'rgt': ("<=", rgt)})]
cost_center_string = '", "'.join(cost_center_list)
conditions.append('cost_center in ("{0}")'.format(cost_center_string))
def get_order_by_condition(self):
if self.filters.get('group_by_party'):
return "order by party, posting_date"

17
erpnext/accounts/report/budget_variance_report/budget_variance_report.js
View File

@ -71,7 +71,22 @@ frappe.query_reports["Budget Variance Report"] = {
fieldtype: "Check",
default: 0,
},
]
],
"formatter": function (value, row, column, data, default_formatter) {
value = default_formatter(value, row, column, data);
if (column.fieldname.includes('variance')) {
if (data[column.fieldname] < 0) {
value = "<span style='color:red'>" + value + "</span>";
}
else if (data[column.fieldname] > 0) {
value = "<span style='color:green'>" + value + "</span>";
}
}
return value;
}
}
erpnext.dimension_filters.forEach((dimension) => {

4
erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
View File

@ -256,7 +256,7 @@ def accumulate_values_into_parents(accounts, accounts_by_name, companies):
"""accumulate children's values in parent accounts"""
for d in reversed(accounts):
if d.parent_account:
account = d.parent_account.split('-')[0].strip()
account = d.parent_account.split(' - ')[0].strip()
if not accounts_by_name.get(account):
continue
@ -378,7 +378,7 @@ def set_gl_entries_by_account(from_date, to_date, root_lft, root_rgt, filters, g
if filters and filters.get('presentation_currency') != d.default_currency:
currency_info['company'] = d.name
currency_info['company_currency'] = d.default_currency
convert_to_presentation_currency(gl_entries, currency_info)
convert_to_presentation_currency(gl_entries, currency_info, filters.get('company'))
for entry in gl_entries:
key = entry.account_number or entry.account_name

4
erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
View File

@ -173,7 +173,7 @@ class PartyLedgerSummaryReport(object):
from `tabGL Entry` gle
{join}
where
gle.docstatus < 2 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != ''
gle.docstatus < 2 and gle.is_cancelled = 0 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != ''
and gle.posting_date <= %(to_date)s {conditions}
order by gle.posting_date
""".format(join=join, join_field=join_field, conditions=conditions), self.filters, as_dict=True)
@ -248,7 +248,7 @@ class PartyLedgerSummaryReport(object):
from
`tabGL Entry`
where
docstatus < 2
docstatus < 2 and is_cancelled = 0
and (voucher_type, voucher_no) in (
select voucher_type, voucher_no from `tabGL Entry` gle, `tabAccount` acc
where acc.name = gle.account and acc.account_type = '{income_or_expense}'

6
erpnext/accounts/report/financial_statements.py
View File

@ -14,7 +14,7 @@ import frappe, erpnext
from erpnext.accounts.report.utils import get_currency, convert_to_presentation_currency
from erpnext.accounts.utils import get_fiscal_year
from frappe import _
from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr)
from frappe.utils import (flt, getdate, get_first_day, add_months, add_days, formatdate, cstr, cint)
from six import itervalues
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions, get_dimension_with_children
@ -46,7 +46,7 @@ def get_period_list(from_fiscal_year, to_fiscal_year, period_start_date, period_
start_date = year_start_date
months = get_months(year_start_date, year_end_date)
for i in range(math.ceil(months / months_to_add)):
for i in range(cint(math.ceil(months / months_to_add))):
period = frappe._dict({
"from_date": start_date
})
@ -423,7 +423,7 @@ def set_gl_entries_by_account(
distributed_cost_center_query=distributed_cost_center_query), gl_filters, as_dict=True) #nosec
if filters and filters.get('presentation_currency'):
convert_to_presentation_currency(gl_entries, get_currency(filters))
convert_to_presentation_currency(gl_entries, get_currency(filters), filters.get('company'))
for entry in gl_entries:
gl_entries_by_account.setdefault(entry.account, []).append(entry)

6
erpnext/accounts/report/general_ledger/general_ledger.js
View File

@ -146,6 +146,12 @@ frappe.query_reports["General Ledger"] = {
return frappe.db.get_link_options('Project', txt);
}
},
{
"fieldname": "include_dimensions",
"label": __("Consider Accounting Dimensions"),
"fieldtype": "Check",
"default": 0
},
{
"fieldname": "show_opening_entries",
"label": __("Show Opening Entries"),

64
erpnext/accounts/report/general_ledger/general_ledger.py
View File

@ -43,8 +43,11 @@ def execute(filters=None):
def validate_filters(filters, account_details):
if not filters.get('company'):
frappe.throw(_('{0} is mandatory').format(_('Company')))
if not filters.get("company"):
frappe.throw(_("{0} is mandatory").format(_("Company")))
if not filters.get("from_date") and not filters.get("to_date"):
frappe.throw(_("{0} and {1} are mandatory").format(frappe.bold(_("From Date")), frappe.bold(_("To Date"))))
if filters.get("account") and not account_details.get(filters.account):
frappe.throw(_("Account {0} does not exists").format(filters.account))
@ -106,15 +109,20 @@ def set_account_currency(filters):
return filters
def get_result(filters, account_details):
gl_entries = get_gl_entries(filters)
accounting_dimensions = []
if filters.get("include_dimensions"):
accounting_dimensions = get_accounting_dimensions()
data = get_data_with_opening_closing(filters, account_details, gl_entries)
gl_entries = get_gl_entries(filters, accounting_dimensions)
data = get_data_with_opening_closing(filters, account_details,
accounting_dimensions, gl_entries)
result = get_result_as_list(data, filters)
return result
def get_gl_entries(filters):
def get_gl_entries(filters, accounting_dimensions):
currency_map = get_currency(filters)
select_fields = """, debit, credit, debit_in_account_currency,
credit_in_account_currency """
@ -128,11 +136,15 @@ def get_gl_entries(filters):
filters['company_fb'] = frappe.db.get_value("Company",
filters.get("company"), 'default_finance_book')
dimension_fields = ""
if accounting_dimensions:
dimension_fields = ', '.join(accounting_dimensions) + ','
distributed_cost_center_query = ""
if filters and filters.get('cost_center'):
select_fields_with_percentage = """, debit*(DCC_allocation.percentage_allocation/100) as debit, credit*(DCC_allocation.percentage_allocation/100) as credit, debit_in_account_currency*(DCC_allocation.percentage_allocation/100) as debit_in_account_currency,
credit_in_account_currency*(DCC_allocation.percentage_allocation/100) as credit_in_account_currency """
distributed_cost_center_query = """
UNION ALL
SELECT name as gl_entry,
@ -141,12 +153,12 @@ def get_gl_entries(filters):
party_type,
party,
voucher_type,
voucher_no,
voucher_no, {dimension_fields}
cost_center, project,
against_voucher_type,
against_voucher,
account_currency,
remarks, against,
remarks, against,
is_opening, `tabGL Entry`.creation {select_fields_with_percentage}
FROM `tabGL Entry`,
(
@ -160,13 +172,14 @@ def get_gl_entries(filters):
{conditions}
AND posting_date <= %(to_date)s
AND cost_center = DCC_allocation.parent
""".format(select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", ''))
""".format(dimension_fields=dimension_fields,select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", ''))
gl_entries = frappe.db.sql(
"""
select
name as gl_entry, posting_date, account, party_type, party,
voucher_type, voucher_no, cost_center, project,
voucher_type, voucher_no, {dimension_fields}
cost_center, project,
against_voucher_type, against_voucher, account_currency,
remarks, against, is_opening, creation {select_fields}
from `tabGL Entry`
@ -174,13 +187,13 @@ def get_gl_entries(filters):
{distributed_cost_center_query}
{order_by_statement}
""".format(
select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query,
dimension_fields=dimension_fields, select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query,
order_by_statement=order_by_statement
),
filters, as_dict=1)
if filters.get('presentation_currency'):
return convert_to_presentation_currency(gl_entries, currency_map)
return convert_to_presentation_currency(gl_entries, currency_map, filters.get('company'))
else:
return gl_entries
@ -247,12 +260,12 @@ def get_conditions(filters):
return "and {}".format(" and ".join(conditions)) if conditions else ""
def get_data_with_opening_closing(filters, account_details, gl_entries):
def get_data_with_opening_closing(filters, account_details, accounting_dimensions, gl_entries):
data = []
gle_map = initialize_gle_map(gl_entries, filters)
totals, entries = get_accountwise_gle(filters, gl_entries, gle_map)
totals, entries = get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map)
# Opening for filtered account
data.append(totals.opening)
@ -318,7 +331,7 @@ def initialize_gle_map(gl_entries, filters):
return gle_map
def get_accountwise_gle(filters, gl_entries, gle_map):
def get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map):
totals = get_totals_dict()
entries = []
consolidated_gle = OrderedDict()
@ -350,8 +363,11 @@ def get_accountwise_gle(filters, gl_entries, gle_map):
if filters.get("group_by") != _('Group by Voucher (Consolidated)'):
gle_map[gle.get(group_by)].entries.append(gle)
elif filters.get("group_by") == _('Group by Voucher (Consolidated)'):
key = (gle.get("voucher_type"), gle.get("voucher_no"),
gle.get("account"), gle.get("cost_center"))
keylist = [gle.get("voucher_type"), gle.get("voucher_no"), gle.get("account")]
for dim in accounting_dimensions:
keylist.append(gle.get(dim))
keylist.append(gle.get("cost_center"))
key = tuple(keylist)
if key not in consolidated_gle:
consolidated_gle.setdefault(key, gle)
else:
@ -478,7 +494,19 @@ def get_columns(filters):
"options": "Project",
"fieldname": "project",
"width": 100
},
}
])
if filters.get("include_dimensions"):
for dim in get_accounting_dimensions(as_list = False):
columns.append({
"label": _(dim.label),
"options": dim.label,
"fieldname": dim.fieldname,
"width": 100
})
columns.extend([
{
"label": _("Cost Center"),
"options": "Cost Center",

33
erpnext/accounts/report/gross_profit/gross_profit.json
View File

@ -1,24 +1,23 @@
{
"add_total_row": 0,
"apply_user_permissions": 1,
"creation": "2013-02-25 17:03:34",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
"modified": "2017-02-24 20:12:22.464240",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Gross Profit",
"owner": "Administrator",
"ref_doctype": "Sales Invoice",
"report_name": "Gross Profit",
"report_type": "Script Report",
"add_total_row": 1,
"creation": "2013-02-25 17:03:34",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
"modified": "2020-08-13 11:26:39.112352",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Gross Profit",
"owner": "Administrator",
"ref_doctype": "Sales Invoice",
"report_name": "Gross Profit",
"report_type": "Script Report",
"roles": [
{
"role": "Accounts Manager"
},
},
{
"role": "Accounts User"
}

4
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -268,9 +268,9 @@ class GrossProfitGenerator(object):
def get_last_purchase_rate(self, item_code, row):
condition = ''
if row.project:
condition += " AND a.project='%s'" % (row.project)
condition += " AND a.project=%s" % (frappe.db.escape(row.project))
elif row.cost_center:
condition += " AND a.cost_center='%s'" % (row.cost_center)
condition += " AND a.cost_center=%s" % (frappe.db.escape(row.cost_center))
if self.filters.to_date:
condition += " AND modified='%s'" % (self.filters.to_date)

14
erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py
View File

@ -32,12 +32,12 @@ def execute(filters=None):
chart = get_chart_data(filters, columns, income, expense, net_profit_loss)
default_currency = frappe.get_cached_value('Company', filters.company, "default_currency")
report_summary = get_report_summary(period_list, filters.periodicity, income, expense, net_profit_loss, default_currency)
currency = filters.presentation_currency or frappe.get_cached_value('Company', filters.company, "default_currency")
report_summary = get_report_summary(period_list, filters.periodicity, income, expense, net_profit_loss, currency)
return columns, data, None, chart, report_summary
def get_report_summary(period_list, periodicity, income, expense, net_profit_loss, default_currency, consolidated=False):
def get_report_summary(period_list, periodicity, income, expense, net_profit_loss, currency, consolidated=False):
net_income, net_expense, net_profit = 0.0, 0.0, 0.0
for period in period_list:
@ -64,19 +64,19 @@ def get_report_summary(period_list, periodicity, income, expense, net_profit_los
"indicator": "Green" if net_profit > 0 else "Red",
"label": profit_label,
"datatype": "Currency",
"currency": net_profit_loss.get("currency") if net_profit_loss else default_currency
"currency": currency
},
{
"value": net_income,
"label": income_label,
"datatype": "Currency",
"currency": income[-1].get('currency') if income else default_currency
"currency": currency
},
{
"value": net_expense,
"label": expense_label,
"datatype": "Currency",
"currency": expense[-1].get('currency') if expense else default_currency
"currency": currency
}
]
@ -143,4 +143,4 @@ def get_chart_data(filters, columns, income, expense, net_profit_loss):
chart["fieldtype"] = "Currency"
return chart
return chart

6
erpnext/accounts/report/trial_balance/trial_balance.js
View File

@ -72,6 +72,12 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"fieldtype": "Link",
"options": "Finance Book",
},
{
"fieldname": "presentation_currency",
"label": __("Currency"),
"fieldtype": "Select",
"options": erpnext.get_presentation_currency_list()
},
{
"fieldname": "with_period_closing_entry",
"label": __("Period Closing Entry"),

2
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -56,7 +56,7 @@ def get_data(filters):
accounts = frappe.db.sql("""select name, account_number, parent_account, account_name, root_type, report_type, lft, rgt
from `tabAccount` where company=%s order by lft""", filters.company, as_dict=True)
company_currency = erpnext.get_company_currency(filters.company)
company_currency = filters.presentation_currency or erpnext.get_company_currency(filters.company)
if not accounts:
return None

22
erpnext/accounts/report/utils.py
View File

@ -6,10 +6,6 @@ from erpnext.accounts.doctype.fiscal_year.fiscal_year import get_from_and_to_dat
from frappe.utils import cint, get_datetime_str, formatdate, flt
__exchange_rates = {}
P_OR_L_ACCOUNTS = list(
sum(frappe.get_list('Account', fields=['name'], or_filters=[{'root_type': 'Income'}, {'root_type': 'Expense'}], as_list=True), ())
)
def get_currency(filters):
"""
@ -73,18 +69,7 @@ def get_rate_as_at(date, from_currency, to_currency):
return rate
def is_p_or_l_account(account_name):
"""
Check if the given `account name` is an `Account` with `root_type` of either 'Income'
or 'Expense'.
:param account_name:
:return: Boolean
"""
return account_name in P_OR_L_ACCOUNTS
def convert_to_presentation_currency(gl_entries, currency_info):
def convert_to_presentation_currency(gl_entries, currency_info, company):
"""
Take a list of GL Entries and change the 'debit' and 'credit' values to currencies
in `currency_info`.
@ -96,6 +81,9 @@ def convert_to_presentation_currency(gl_entries, currency_info):
presentation_currency = currency_info['presentation_currency']
company_currency = currency_info['company_currency']
pl_accounts = [d.name for d in frappe.get_list('Account',
filters={'report_type': 'Profit and Loss', 'company': company})]
for entry in gl_entries:
account = entry['account']
debit = flt(entry['debit'])
@ -107,7 +95,7 @@ def convert_to_presentation_currency(gl_entries, currency_info):
if account_currency != presentation_currency:
value = debit or credit
date = currency_info['report_date'] if not is_p_or_l_account(account) else entry['posting_date']
date = entry['posting_date'] if account in pl_accounts else currency_info['report_date']
converted_value = convert(value, presentation_currency, company_currency, date)
if entry.get('debit'):

2
erpnext/accounts/utils.py
View File

@ -683,6 +683,7 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters
where
party_type = %(party_type)s and party = %(party)s
and account = %(account)s and {dr_or_cr} > 0
and is_cancelled=0
{condition}
and ((voucher_type = 'Journal Entry'
and (against_voucher = '' or against_voucher is null))
@ -705,6 +706,7 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters
and account = %(account)s
and {payment_dr_or_cr} > 0
and against_voucher is not null and against_voucher != ''
and is_cancelled=0
group by against_voucher_type, against_voucher
""".format(payment_dr_or_cr=payment_dr_or_cr), {
"party_type": party_type,

16
erpnext/assets/doctype/asset/asset.js
View File

@ -252,13 +252,6 @@ frappe.ui.form.on('Asset', {
})
},
available_for_use_date: function(frm) {
$.each(frm.doc.finance_books || [], function(i, d) {
if(!d.depreciation_start_date) d.depreciation_start_date = frm.doc.available_for_use_date;
});
refresh_field("finance_books");
},
is_existing_asset: function(frm) {
frm.trigger("toggle_reference_doc");
// frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
@ -438,6 +431,15 @@ frappe.ui.form.on('Asset Finance Book', {
}
frappe.flags.dont_change_rate = false;
},
depreciation_start_date: function(frm, cdt, cdn) {
const book = locals[cdt][cdn];
if (frm.doc.available_for_use_date && book.depreciation_start_date == frm.doc.available_for_use_date) {
frappe.msgprint(__(`Depreciation Posting Date should not be equal to Available for Use Date.`));
book.depreciation_start_date = "";
frm.refresh_field("finance_books");
}
}
});

15
erpnext/assets/doctype/asset/asset.py
View File

@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe, erpnext, math, json
from frappe import _
from six import string_types
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days, get_last_day, get_datetime
from frappe.model.document import Document
from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
from erpnext.assets.doctype.asset.depreciation \
@ -83,6 +83,11 @@ class Asset(AccountsController):
if not self.available_for_use_date:
frappe.throw(_("Available for use date is required"))
for d in self.finance_books:
if d.depreciation_start_date == self.available_for_use_date:
frappe.throw(_("Row #{}: Depreciation Posting Date should not be equal to Available for Use Date.").format(d.idx),
title=_("Incorrect Date"))
def set_missing_values(self):
if not self.asset_category:
self.asset_category = frappe.get_cached_value("Item", self.item_code, "asset_category")
@ -135,6 +140,10 @@ class Asset(AccountsController):
def make_asset_movement(self):
reference_doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
reference_docname = self.purchase_receipt or self.purchase_invoice
transaction_date = getdate(self.purchase_date)
if reference_docname:
posting_date, posting_time = frappe.db.get_value(reference_doctype, reference_docname, ["posting_date", "posting_time"])
transaction_date = get_datetime("{} {}".format(posting_date, posting_time))
assets = [{
'asset': self.name,
'asset_name': self.asset_name,
@ -146,7 +155,7 @@ class Asset(AccountsController):
'assets': assets,
'purpose': 'Receipt',
'company': self.company,
'transaction_date': getdate(nowdate()),
'transaction_date': transaction_date,
'reference_doctype': reference_doctype,
'reference_name': reference_docname
}).insert()
@ -294,7 +303,7 @@ class Asset(AccountsController):
if not row.depreciation_start_date:
if not self.available_for_use_date:
frappe.throw(_("Row {0}: Depreciation Start Date is required").format(row.idx))
row.depreciation_start_date = self.available_for_use_date
row.depreciation_start_date = get_last_day(self.available_for_use_date)
if not self.is_existing_asset:
self.opening_accumulated_depreciation = 0

18
erpnext/assets/doctype/asset/test_asset.py
View File

@ -371,19 +371,18 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = nowdate()
asset.purchase_date = nowdate()
asset.available_for_use_date = '2020-01-01'
asset.purchase_date = '2020-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": nowdate()
"total_number_of_depreciations": 10,
"frequency_of_depreciation": 1
})
asset.insert()
asset.submit()
post_depreciation_entries(date=add_months(nowdate(), 10))
post_depreciation_entries(date=add_months('2020-01-01', 4))
scrap_asset(asset.name)
@ -392,9 +391,9 @@ class TestAsset(unittest.TestCase):
self.assertTrue(asset.journal_entry_for_scrap)
expected_gle = (
("_Test Accumulated Depreciations - _TC", 30000.0, 0.0),
("_Test Accumulated Depreciations - _TC", 36000.0, 0.0),
("_Test Fixed Asset - _TC", 0.0, 100000.0),
("_Test Gain/Loss on Asset Disposal - _TC", 70000.0, 0.0)
("_Test Gain/Loss on Asset Disposal - _TC", 64000.0, 0.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
@ -466,8 +465,7 @@ class TestAsset(unittest.TestCase):
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
asset.insert()
accumulated_depreciation_after_full_schedule = \

420
erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
View File

@ -1,347 +1,99 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2018-05-08 14:44:37.095570",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"creation": "2018-05-08 14:44:37.095570",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"finance_book",
"depreciation_method",
"total_number_of_depreciations",
"column_break_5",
"frequency_of_depreciation",
"depreciation_start_date",
"expected_value_after_useful_life",
"value_after_depreciation",
"rate_of_depreciation"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"fetch_if_empty": 0,
"fieldname": "finance_book",
"fieldtype": "Link",
"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": "Finance Book",
"length": 0,
"no_copy": 0,
"options": "Finance Book",
"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": 0
},
"fieldname": "finance_book",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Finance Book",
"options": "Finance Book"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "depreciation_method",
"fieldtype": "Select",
"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": "Depreciation Method",
"length": 0,
"no_copy": 0,
"options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
"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": 0
},
"fieldname": "depreciation_method",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Depreciation Method",
"options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
"reqd": 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": "total_number_of_depreciations",
"fieldtype": "Int",
"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": "Total Number of Depreciations",
"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": 0
},
"fieldname": "total_number_of_depreciations",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Total Number of Depreciations",
"reqd": 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": "column_break_5",
"fieldtype": "Column Break",
"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": "",
"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": 0
},
"fieldname": "column_break_5",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"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": "Frequency of Depreciation (Months)",
"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": 0
},
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Frequency of Depreciation (Months)",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:parent.doctype == 'Asset'",
"fetch_if_empty": 0,
"fieldname": "depreciation_start_date",
"fieldtype": "Date",
"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": "Depreciation Start Date",
"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": 0
},
"depends_on": "eval:parent.doctype == 'Asset'",
"fieldname": "depreciation_start_date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Depreciation Posting Date",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"depends_on": "eval:parent.doctype == 'Asset'",
"fetch_if_empty": 0,
"fieldname": "expected_value_after_useful_life",
"fieldtype": "Currency",
"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": "Expected Value After Useful Life",
"length": 0,
"no_copy": 0,
"options": "Company:company:default_currency",
"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": 0
},
"default": "0",
"depends_on": "eval:parent.doctype == 'Asset'",
"fieldname": "expected_value_after_useful_life",
"fieldtype": "Currency",
"label": "Expected Value After Useful Life",
"options": "Company:company:default_currency"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "value_after_depreciation",
"fieldtype": "Currency",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Value After Depreciation",
"length": 0,
"no_copy": 1,
"options": "Company:company:default_currency",
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "value_after_depreciation",
"fieldtype": "Currency",
"hidden": 1,
"label": "Value After Depreciation",
"no_copy": 1,
"options": "Company:company:default_currency",
"print_hide": 1,
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.depreciation_method == 'Written Down Value'",
"description": "In Percentage",
"fetch_if_empty": 0,
"fieldname": "rate_of_depreciation",
"fieldtype": "Percent",
"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": "Rate of Depreciation",
"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": 0
"depends_on": "eval:doc.depreciation_method == 'Written Down Value'",
"description": "In Percentage",
"fieldname": "rate_of_depreciation",
"fieldtype": "Percent",
"label": "Rate of Depreciation"
}
],
"has_web_view": 0,
"hide_toolbar": 0,
"idx": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2019-04-09 19:45:14.523488",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Finance Book",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-09-16 12:11:30.631788",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Finance Book",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

2
erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log.py
View File

@ -11,7 +11,7 @@ from erpnext.assets.doctype.asset_maintenance.asset_maintenance import calculate
class AssetMaintenanceLog(Document):
def validate(self):
if getdate(self.due_date) < getdate(nowdate()):
if getdate(self.due_date) < getdate(nowdate()) and self.maintenance_status not in ["Completed", "Cancelled"]:
self.maintenance_status = "Overdue"
if self.maintenance_status == "Completed" and not self.completion_date:

17
erpnext/assets/doctype/asset_maintenance_log/asset_maintenance_log_list.js
View File

@ -1,14 +1,15 @@
frappe.listview_settings['Asset Maintenance Log'] = {
add_fields: ["maintenance_status"],
has_indicator_for_draft: 1,
get_indicator: function(doc) {
if(doc.maintenance_status=="Pending") {
return [__("Pending"), "orange"];
} else if(doc.maintenance_status=="Completed") {
return [__("Completed"), "green"];
} else if(doc.maintenance_status=="Cancelled") {
return [__("Cancelled"), "red"];
} else if(doc.maintenance_status=="Overdue") {
return [__("Overdue"), "red"];
if (doc.maintenance_status=="Planned") {
return [__(doc.maintenance_status), "orange", "status,=," + doc.maintenance_status];
} else if (doc.maintenance_status=="Completed") {
return [__(doc.maintenance_status), "green", "status,=," + doc.maintenance_status];
} else if (doc.maintenance_status=="Cancelled") {
return [__(doc.maintenance_status), "red", "status,=," + doc.maintenance_status];
} else if (doc.maintenance_status=="Overdue") {
return [__(doc.maintenance_status), "red", "status,=," + doc.maintenance_status];
}
}
};

6
erpnext/assets/doctype/asset_movement/test_asset_movement.py
View File

@ -32,8 +32,7 @@ class TestAssetMovement(unittest.TestCase):
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
@ -82,8 +81,7 @@ class TestAssetMovement(unittest.TestCase):
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
asset.submit()

25
erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
View File

@ -8,6 +8,7 @@ from frappe import _
from frappe.utils import flt, getdate, cint, date_diff, formatdate
from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts
from frappe.model.document import Document
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts
class AssetValueAdjustment(Document):
def validate(self):
@ -53,17 +54,33 @@ class AssetValueAdjustment(Document):
je.company = self.company
je.remark = "Depreciation Entry against {0} worth {1}".format(self.asset, self.difference_amount)
je.append("accounts", {
credit_entry = {
"account": accumulated_depreciation_account,
"credit_in_account_currency": self.difference_amount,
"cost_center": depreciation_cost_center or self.cost_center
})
}
je.append("accounts", {
debit_entry = {
"account": depreciation_expense_account,
"debit_in_account_currency": self.difference_amount,
"cost_center": depreciation_cost_center or self.cost_center
})
}
accounting_dimensions = get_checks_for_pl_and_bs_accounts()
for dimension in accounting_dimensions:
if dimension.get('mandatory_for_bs'):
credit_entry.update({
dimension['fieldname']: self.get(dimension['fieldname']) or dimension.get('default_dimension')
})
if dimension.get('mandatory_for_pl'):
debit_entry.update({
dimension['fieldname']: self.get(dimension['fieldname']) or dimension.get('default_dimension')
})
je.append("accounts", credit_entry)
je.append("accounts", debit_entry)
je.flags.ignore_permissions = True
je.submit()

2
erpnext/buying/doctype/purchase_order/purchase_order.js
View File

@ -94,7 +94,7 @@ erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend(
if(this.frm.doc.status !== 'Closed' && flt(this.frm.doc.per_received) < 100 && flt(this.frm.doc.per_billed) < 100) {
this.frm.add_custom_button(__('Update Items'), () => {
erpnext.utils.update_child_items({
frm: frm,
frm: this.frm,
child_docname: "items",
child_doctype: "Purchase Order Detail",
cannot_add_row: false,

5
erpnext/buying/doctype/purchase_order/purchase_order.json
View File

@ -1084,7 +1084,7 @@
"idx": 105,
"is_submittable": 1,
"links": [],
"modified": "2020-07-31 14:13:44.610190",
"modified": "2020-09-14 14:36:12.418690",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order",
@ -1135,5 +1135,6 @@
"sort_field": "modified",
"sort_order": "DESC",
"timeline_field": "supplier",
"title_field": "supplier"
"title_field": "supplier",
"track_changes": 1
}

74
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -89,7 +89,7 @@ class TestPurchaseOrder(unittest.TestCase):
frappe.db.set_value("Accounts Settings", None, "over_billing_allowance", 0)
def test_update_child_qty_rate(self):
def test_update_child(self):
mr = make_material_request(qty=10)
po = make_purchase_order(mr.name)
po.supplier = "_Test Supplier"
@ -119,7 +119,7 @@ class TestPurchaseOrder(unittest.TestCase):
self.assertEqual(get_ordered_qty(), existing_ordered_qty + 3)
def test_add_new_item_in_update_child_qty_rate(self):
def test_update_child_adding_new_item(self):
po = create_purchase_order(do_not_save=1)
po.items[0].qty = 4
po.save()
@ -145,7 +145,7 @@ class TestPurchaseOrder(unittest.TestCase):
self.assertEqual(po.status, 'To Receive and Bill')
def test_remove_item_in_update_child_qty_rate(self):
def test_update_child_removing_item(self):
po = create_purchase_order(do_not_save=1)
po.items[0].qty = 4
po.save()
@ -185,7 +185,7 @@ class TestPurchaseOrder(unittest.TestCase):
self.assertEquals(len(po.get('items')), 1)
self.assertEqual(po.status, 'To Receive and Bill')
def test_update_child_qty_rate_perm(self):
def test_update_child_perm(self):
po = create_purchase_order(item_code= "_Test Item", qty=4)
user = 'test@example.com'
@ -202,6 +202,72 @@ class TestPurchaseOrder(unittest.TestCase):
self.assertRaises(frappe.ValidationError, update_child_qty_rate,'Purchase Order', trans_item, po.name)
frappe.set_user("Administrator")
def test_update_child_with_tax_template(self):
tax_template = "_Test Account Excise Duty @ 10"
item = "_Test Item Home Desktop 100"
if not frappe.db.exists("Item Tax", {"parent":item, "item_tax_template":tax_template}):
item_doc = frappe.get_doc("Item", item)
item_doc.append("taxes", {
"item_tax_template": tax_template,
"valid_from": nowdate()
})
item_doc.save()
else:
# update valid from
frappe.db.sql("""UPDATE `tabItem Tax` set valid_from = CURDATE()
where parent = %(item)s and item_tax_template = %(tax)s""",
{"item": item, "tax": tax_template})
po = create_purchase_order(item_code=item, qty=1, do_not_save=1)
po.append("taxes", {
"account_head": "_Test Account Excise Duty - _TC",
"charge_type": "On Net Total",
"cost_center": "_Test Cost Center - _TC",
"description": "Excise Duty",
"doctype": "Purchase Taxes and Charges",
"rate": 10
})
po.insert()
po.submit()
self.assertEqual(po.taxes[0].tax_amount, 50)
self.assertEqual(po.taxes[0].total, 550)
items = json.dumps([
{'item_code' : item, 'rate' : 500, 'qty' : 1, 'docname': po.items[0].name},
{'item_code' : item, 'rate' : 100, 'qty' : 1} # added item
])
update_child_qty_rate('Purchase Order', items, po.name)
po.reload()
self.assertEqual(po.taxes[0].tax_amount, 60)
self.assertEqual(po.taxes[0].total, 660)
frappe.db.sql("""UPDATE `tabItem Tax` set valid_from = NULL
where parent = %(item)s and item_tax_template = %(tax)s""",
{"item": item, "tax": tax_template})
def test_update_child_uom_conv_factor_change(self):
po = create_purchase_order(item_code="_Test FG Item", is_subcontracted="Yes")
total_reqd_qty = sum([d.get("required_qty") for d in po.as_dict().get("supplied_items")])
trans_item = json.dumps([{
'item_code': po.get("items")[0].item_code,
'rate': po.get("items")[0].rate,
'qty': po.get("items")[0].qty,
'uom': "_Test UOM 1",
'conversion_factor': 2,
'docname': po.get("items")[0].name
}])
update_child_qty_rate('Purchase Order', trans_item, po.name)
po.reload()
total_reqd_qty_after_change = sum([d.get("required_qty") for d in po.as_dict().get("supplied_items")])
self.assertEqual(total_reqd_qty_after_change, 2 * total_reqd_qty)
def test_update_qty(self):
po = create_purchase_order()

4
erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json
View File

@ -148,11 +148,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-03-12 15:43:53.862897",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item Supplied",
"owner": "dhanalekshmi@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"

4
erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json
View File

@ -188,11 +188,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-04-10 18:09:33.997618",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Receipt Item Supplied",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",

19
erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py
View File

@ -11,6 +11,8 @@ from erpnext.stock.doctype.item.test_item import make_item
from erpnext.templates.pages.rfq import check_supplier_has_docname_access
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import make_supplier_quotation
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import create_supplier_quotation
from erpnext.crm.doctype.opportunity.test_opportunity import make_opportunity
from erpnext.crm.doctype.opportunity.opportunity import make_request_for_quotation as make_rfq
class TestRequestforQuotation(unittest.TestCase):
def test_quote_status(self):
@ -110,6 +112,23 @@ class TestRequestforQuotation(unittest.TestCase):
self.assertEqual(supplier_quotation.items[0].qty, 5)
self.assertEqual(supplier_quotation.items[0].stock_qty, 10)
def test_make_rfq_from_opportunity(self):
opportunity = make_opportunity(with_items=1)
supplier_data = get_supplier_data()
rfq = make_rfq(opportunity.name)
self.assertEqual(len(rfq.get("items")), len(opportunity.get("items")))
rfq.message_for_supplier = 'Please supply the specified items at the best possible rates.'
for item in rfq.items:
item.warehouse = "_Test Warehouse - _TC"
for data in supplier_data:
rfq.append('suppliers', data)
rfq.status = 'Draft'
rfq.submit()
def make_request_for_quotation(**args):
"""
:param supplier_data: List containing supplier data

1
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py
View File

@ -178,6 +178,7 @@ def make_all_scorecards(docname):
period_card = make_supplier_scorecard(docname, None)
period_card.start_date = start_date
period_card.end_date = end_date
period_card.insert(ignore_permissions=True)
period_card.submit()
scp_count = scp_count + 1
if start_date < first_start_date:

Some files were not shown because too many files have changed in this diff Show More