Merge branch 'develop' into item-wise-purchase-registry-item-name-error

erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js

@@ -2,7 +2,6 @@
 // For license information, please see license.txt
 
 frappe.ui.form.on('Accounting Dimension', {
-
 	refresh: function(frm) {
 		frm.set_query('document_type', () => {
 			let invalid_doctypes = frappe.model.core_doctypes_list;

erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py

@@ -203,7 +203,7 @@ def get_dimension_with_children(doctype, dimension):
 	return all_dimensions
 
 @frappe.whitelist()
-def get_dimension_filters():
+def get_dimensions(with_cost_center_and_project=False):
 	dimension_filters = frappe.db.sql("""
 		SELECT label, fieldname, document_type
 		FROM `tabAccounting Dimension`
@@ -214,6 +214,18 @@ def get_dimension_filters():
 		FROM `tabAccounting Dimension Detail` c, `tabAccounting Dimension` p
 		WHERE c.parent = p.name""", as_dict=1)
 
+	if with_cost_center_and_project:
+		dimension_filters.extend([
+			{
+				'fieldname': 'cost_center',
+				'document_type': 'Cost Center'
+			},
+			{
+				'fieldname': 'project',
+				'document_type': 'Project'
+			}
+		])
+
 	default_dimensions_map = {}
 	for dimension in default_dimensions:
 		default_dimensions_map.setdefault(dimension.company, {})

erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py

@@ -11,37 +11,7 @@ from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import d
 
 class TestAccountingDimension(unittest.TestCase):
 	def setUp(self):
-		frappe.set_user("Administrator")
+		create_dimension()
-
-		if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}):
-			dimension = frappe.get_doc({
-				"doctype": "Accounting Dimension",
-				"document_type": "Department",
-			}).insert()
-		else:
-			dimension1 = frappe.get_doc("Accounting Dimension", "Department")
-			dimension1.disabled = 0
-			dimension1.save()
-
-		if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}):
-			dimension1 = frappe.get_doc({
-				"doctype": "Accounting Dimension",
-				"document_type": "Location",
-			})
-
-			dimension1.append("dimension_defaults", {
-				"company": "_Test Company",
-				"reference_document": "Location",
-				"default_dimension": "Block 1",
-				"mandatory_for_bs": 1
-			})
-
-			dimension1.insert()
-			dimension1.save()
-		else:
-			dimension1 = frappe.get_doc("Accounting Dimension", "Location")
-			dimension1.disabled = 0
-			dimension1.save()
 
 	def test_dimension_against_sales_invoice(self):
 		si = create_sales_invoice(do_not_save=1)
@@ -101,6 +71,38 @@ class TestAccountingDimension(unittest.TestCase):
 	def tearDown(self):
 		disable_dimension()
 
+def create_dimension():
+	frappe.set_user("Administrator")
+
+	if not frappe.db.exists("Accounting Dimension", {"document_type": "Department"}):
+		frappe.get_doc({
+			"doctype": "Accounting Dimension",
+			"document_type": "Department",
+		}).insert()
+	else:
+		dimension = frappe.get_doc("Accounting Dimension", "Department")
+		dimension.disabled = 0
+		dimension.save()
+
+	if not frappe.db.exists("Accounting Dimension", {"document_type": "Location"}):
+		dimension1 = frappe.get_doc({
+			"doctype": "Accounting Dimension",
+			"document_type": "Location",
+		})
+
+		dimension1.append("dimension_defaults", {
+			"company": "_Test Company",
+			"reference_document": "Location",
+			"default_dimension": "Block 1",
+			"mandatory_for_bs": 1
+		})
+
+		dimension1.insert()
+		dimension1.save()
+	else:
+		dimension1 = frappe.get_doc("Accounting Dimension", "Location")
+		dimension1.disabled = 0
+		dimension1.save()
 
 def disable_dimension():
 	dimension1 = frappe.get_doc("Accounting Dimension", "Department")

erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js

@@ -0,0 +1,82 @@
+// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Accounting Dimension Filter', {
+	refresh: function(frm, cdt, cdn) {
+		if (frm.doc.accounting_dimension) {
+			frm.set_df_property('dimensions', 'label', frm.doc.accounting_dimension, cdn, 'dimension_value');
+		}
+
+		let help_content =
+			`<table class="table table-bordered" style="background-color: #f9f9f9;">
+				<tr><td>
+					<p>
+						<i class="fa fa-hand-right"></i>
+						{{__('Note: On checking Is Mandatory the accounting dimension will become mandatory against that specific account for all accounting transactions')}}
+					</p>
+				</td></tr>
+			</table>`;
+
+		frm.set_df_property('dimension_filter_help', 'options', help_content);
+	},
+	onload: function(frm) {
+		frm.set_query('applicable_on_account', 'accounts', function() {
+			return {
+				filters: {
+					'company': frm.doc.company
+				}
+			};
+		});
+
+		frappe.db.get_list('Accounting Dimension',
+			{fields: ['document_type']}).then((res) => {
+			let options = ['Cost Center', 'Project'];
+
+			res.forEach((dimension) => {
+				options.push(dimension.document_type);
+			});
+
+			frm.set_df_property('accounting_dimension', 'options', options);
+		});
+
+		frm.trigger('setup_filters');
+	},
+
+	setup_filters: function(frm) {
+		let filters = {};
+
+		if (frm.doc.accounting_dimension) {
+			frappe.model.with_doctype(frm.doc.accounting_dimension, function() {
+				if (frappe.model.is_tree(frm.doc.accounting_dimension)) {
+					filters['is_group'] = 0;
+				}
+
+				if (frappe.meta.has_field(frm.doc.accounting_dimension, 'company')) {
+					filters['company'] = frm.doc.company;
+				}
+
+				frm.set_query('dimension_value', 'dimensions', function() {
+					return {
+						filters: filters
+					};
+				});
+			});
+		}
+	},
+
+	accounting_dimension: function(frm) {
+		frm.clear_table("dimensions");
+		let row = frm.add_child("dimensions");
+		row.accounting_dimension = frm.doc.accounting_dimension;
+		frm.refresh_field("dimensions");
+		frm.trigger('setup_filters');
+	},
+});
+
+frappe.ui.form.on('Allowed Dimension', {
+	dimensions_add: function(frm, cdt, cdn) {
+		let row = locals[cdt][cdn];
+		row.accounting_dimension = frm.doc.accounting_dimension;
+		frm.refresh_field("dimensions");
+	}
+});

erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json

@@ -0,0 +1,134 @@
+{
+ "actions": [],
+ "autoname": "format:{accounting_dimension}-{#####}",
+ "creation": "2020-11-08 18:28:11.906146",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "accounting_dimension",
+  "disabled",
+  "column_break_2",
+  "company",
+  "allow_or_restrict",
+  "section_break_4",
+  "accounts",
+  "column_break_6",
+  "dimensions",
+  "section_break_10",
+  "dimension_filter_help"
+ ],
+ "fields": [
+  {
+   "fieldname": "accounting_dimension",
+   "fieldtype": "Select",
+   "in_list_view": 1,
+   "label": "Accounting Dimension",
+   "reqd": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "column_break_2",
+   "fieldtype": "Column Break",
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "section_break_4",
+   "fieldtype": "Section Break",
+   "hide_border": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "column_break_6",
+   "fieldtype": "Column Break",
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "allow_or_restrict",
+   "fieldtype": "Select",
+   "label": "Allow Or Restrict Dimension",
+   "options": "Allow\nRestrict",
+   "reqd": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "accounts",
+   "fieldtype": "Table",
+   "label": "Applicable On Account",
+   "options": "Applicable On Account",
+   "reqd": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "depends_on": "eval:doc.accounting_dimension",
+   "fieldname": "dimensions",
+   "fieldtype": "Table",
+   "label": "Applicable Dimension",
+   "options": "Allowed Dimension",
+   "reqd": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "disabled",
+   "fieldtype": "Check",
+   "label": "Disabled",
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "label": "Company",
+   "options": "Company",
+   "reqd": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "dimension_filter_help",
+   "fieldtype": "HTML",
+   "label": "Dimension Filter Help",
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "section_break_10",
+   "fieldtype": "Section Break",
+   "show_days": 1,
+   "show_seconds": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2020-12-16 15:27:23.659285",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Accounting Dimension Filter",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "export": 1,
+   "print": 1,
+   "read": 1,
+   "report": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}

erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py

@@ -0,0 +1,61 @@
+# -*- 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 import _, scrub
+from frappe.model.document import Document
+
+class AccountingDimensionFilter(Document):
+	def validate(self):
+		self.validate_applicable_accounts()
+
+	def validate_applicable_accounts(self):
+		accounts = frappe.db.sql(
+			"""
+				SELECT a.applicable_on_account as account
+				FROM `tabApplicable On Account` a, `tabAccounting Dimension Filter` d
+				WHERE d.name = a.parent
+				and d.name != %s
+				and d.accounting_dimension = %s
+			""", (self.name, self.accounting_dimension), as_dict=1)
+
+		account_list = [d.account for d in accounts]
+
+		for account in self.get('accounts'):
+			if account.applicable_on_account in account_list:
+				frappe.throw(_("Row {0}: {1} account already applied for Accounting Dimension {2}").format(
+					account.idx, frappe.bold(account.applicable_on_account), frappe.bold(self.accounting_dimension)))
+
+def get_dimension_filter_map():
+	filters = frappe.db.sql("""
+		SELECT
+			a.applicable_on_account, d.dimension_value, p.accounting_dimension,
+			p.allow_or_restrict, a.is_mandatory
+		FROM
+			`tabApplicable On Account` a, `tabAllowed Dimension` d,
+			`tabAccounting Dimension Filter` p
+		WHERE
+			p.name = a.parent
+			AND p.disabled = 0
+			AND p.name = d.parent
+	""", as_dict=1)
+
+	dimension_filter_map = {}
+
+	for f in filters:
+		f.fieldname = scrub(f.accounting_dimension)
+
+		build_map(dimension_filter_map, f.fieldname, f.applicable_on_account, f.dimension_value,
+			f.allow_or_restrict, f.is_mandatory)
+
+	return dimension_filter_map
+
+def build_map(map_object, dimension, account, filter_value, allow_or_restrict, is_mandatory):
+	map_object.setdefault((dimension, account), {
+		'allowed_dimensions': [],
+		'is_mandatory': is_mandatory,
+		'allow_or_restrict': allow_or_restrict
+	})
+	map_object[(dimension, account)]['allowed_dimensions'].append(filter_value)

erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py

@@ -0,0 +1,99 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
+from erpnext.accounts.doctype.accounting_dimension.test_accounting_dimension import create_dimension, disable_dimension
+from erpnext.exceptions import InvalidAccountDimensionError, MandatoryAccountDimensionError
+
+class TestAccountingDimensionFilter(unittest.TestCase):
+	def setUp(self):
+		create_dimension()
+		create_accounting_dimension_filter()
+		self.invoice_list = []
+
+	def test_allowed_dimension_validation(self):
+		si = create_sales_invoice(do_not_save=1)
+		si.items[0].cost_center = 'Main - _TC'
+		si.department = 'Accounts - _TC'
+		si.location = 'Block 1'
+		si.save()
+
+		self.assertRaises(InvalidAccountDimensionError, si.submit)
+		self.invoice_list.append(si)
+
+	def test_mandatory_dimension_validation(self):
+		si = create_sales_invoice(do_not_save=1)
+		si.department = ''
+		si.location = 'Block 1'
+
+		# Test with no department for Sales Account
+		si.items[0].department = ''
+		si.items[0].cost_center = '_Test Cost Center 2 - _TC'
+		si.save()
+
+		self.assertRaises(MandatoryAccountDimensionError, si.submit)
+		self.invoice_list.append(si)
+
+	def tearDown(self):
+		disable_dimension_filter()
+		disable_dimension()
+
+		for si in self.invoice_list:
+			si.load_from_db()
+			if si.docstatus == 1:
+				si.cancel()
+
+def create_accounting_dimension_filter():
+	if not frappe.db.get_value('Accounting Dimension Filter',
+		{'accounting_dimension': 'Cost Center'}):
+		frappe.get_doc({
+			'doctype': 'Accounting Dimension Filter',
+			'accounting_dimension': 'Cost Center',
+			'allow_or_restrict': 'Allow',
+			'company': '_Test Company',
+			'accounts': [{
+				'applicable_on_account': 'Sales - _TC',
+			}],
+			'dimensions': [{
+				'accounting_dimension': 'Cost Center',
+				'dimension_value': '_Test Cost Center 2 - _TC'
+			}]
+		}).insert()
+	else:
+		doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Cost Center'})
+		doc.disabled = 0
+		doc.save()
+
+	if not frappe.db.get_value('Accounting Dimension Filter',
+		{'accounting_dimension': 'Department'}):
+		frappe.get_doc({
+			'doctype': 'Accounting Dimension Filter',
+			'accounting_dimension': 'Department',
+			'allow_or_restrict': 'Allow',
+			'company': '_Test Company',
+			'accounts': [{
+				'applicable_on_account': 'Sales - _TC',
+				'is_mandatory': 1
+			}],
+			'dimensions': [{
+				'accounting_dimension': 'Department',
+				'dimension_value': 'Accounts - _TC'
+			}]
+		}).insert()
+	else:
+		doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Department'})
+		doc.disabled = 0
+		doc.save()
+
+def disable_dimension_filter():
+	doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Cost Center'})
+	doc.disabled = 1
+	doc.save()
+
+	doc = frappe.get_doc('Accounting Dimension Filter', {'accounting_dimension': 'Department'})
+	doc.disabled = 1
+	doc.save()

erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json

@@ -0,0 +1,43 @@
+{
+ "actions": [],
+ "creation": "2020-11-08 18:22:36.001131",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "accounting_dimension",
+  "dimension_value"
+ ],
+ "fields": [
+  {
+   "fieldname": "accounting_dimension",
+   "fieldtype": "Link",
+   "label": "Accounting Dimension",
+   "options": "DocType",
+   "read_only": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "fieldname": "dimension_value",
+   "fieldtype": "Dynamic Link",
+   "in_list_view": 1,
+   "options": "accounting_dimension",
+   "show_days": 1,
+   "show_seconds": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-11-23 09:56:19.744200",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Allowed Dimension",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}

erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py

@@ -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 AllowedDimension(Document):
+	pass

erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json

@@ -0,0 +1,46 @@
+{
+ "actions": [],
+ "creation": "2020-11-08 18:20:00.944449",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "applicable_on_account",
+  "is_mandatory"
+ ],
+ "fields": [
+  {
+   "fieldname": "applicable_on_account",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Accounts",
+   "options": "Account",
+   "reqd": 1,
+   "show_days": 1,
+   "show_seconds": 1
+  },
+  {
+   "columns": 2,
+   "default": "0",
+   "fieldname": "is_mandatory",
+   "fieldtype": "Check",
+   "in_list_view": 1,
+   "label": "Is Mandatory",
+   "show_days": 1,
+   "show_seconds": 1
+  }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-11-22 19:55:13.324136",
+ "modified_by": "Administrator",
+ "module": "Accounts",
+ "name": "Applicable On Account",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}

erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py

@@ -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 ApplicableOnAccount(Document):
+	pass

erpnext/accounts/doctype/bank/bank.js

@@ -1,5 +1,6 @@
 // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
+frappe.provide('erpnext.integrations');
 
 frappe.ui.form.on('Bank', {
 	onload: function(frm) {
@@ -20,7 +21,12 @@ frappe.ui.form.on('Bank', {
 			frm.set_df_property('address_and_contact', 'hidden', 0);
 			frappe.contacts.render_address_and_contact(frm);
 		}
-	},
+		if (frm.doc.plaid_access_token) {
+			frm.add_custom_button(__('Refresh Plaid Link'), () => {
+				new erpnext.integrations.refreshPlaidLink(frm.doc.plaid_access_token);
+			});
+		}
+	}
 });
 
 
@@ -41,3 +47,78 @@ let add_fields_to_mapping_table = function (frm) {
 
 	frm.fields_dict.bank_transaction_mapping.grid.refresh();
 };
+
+erpnext.integrations.refreshPlaidLink = class refreshPlaidLink {
+	constructor(access_token) {
+		this.access_token = access_token;
+		this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
+		this.init_config();
+	}
+
+	async init_config() {
+		this.plaid_env = await frappe.db.get_single_value('Plaid Settings', 'plaid_env');
+		this.token = await this.get_link_token_for_update();
+		this.init_plaid();
+	}
+
+	async get_link_token_for_update() {
+		const token = frappe.xcall(
+			'erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_link_token_for_update',
+			{ access_token: this.access_token }
+		)
+		if (!token) {
+			frappe.throw(__('Cannot retrieve link token for update. Check Error Log for more information'));
+		}
+		return token;
+	}
+
+	init_plaid() {
+		const me = this;
+		me.loadScript(me.plaidUrl)
+			.then(() => {
+				me.onScriptLoaded(me);
+			})
+			.then(() => {
+				if (me.linkHandler) {
+					me.linkHandler.open();
+				}
+			})
+			.catch((error) => {
+				me.onScriptError(error);
+			});
+	}
+
+	loadScript(src) {
+		return new Promise(function (resolve, reject) {
+			if (document.querySelector("script[src='" + src + "']")) {
+				resolve();
+				return;
+			}
+			const el = document.createElement('script');
+			el.type = 'text/javascript';
+			el.async = true;
+			el.src = src;
+			el.addEventListener('load', resolve);
+			el.addEventListener('error', reject);
+			el.addEventListener('abort', reject);
+			document.head.appendChild(el);
+		});
+	}
+
+	onScriptLoaded(me) {
+		me.linkHandler = Plaid.create({
+			env: me.plaid_env,
+			token: me.token,
+			onSuccess: me.plaid_success
+		});
+	}
+
+	onScriptError(error) {
+		frappe.msgprint(__("There was an issue connecting to Plaid's authentication server. Check browser console for more information"));
+		console.log(error);
+	}
+
+	plaid_success(token, response) {
+		frappe.show_alert({ message: __('Plaid Link Updated'), indicator: 'green' });
+	}
+};

erpnext/accounts/doctype/budget/budget.js

@@ -1,24 +1,9 @@
 // Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
+frappe.provide("erpnext.accounts.dimensions");
 
 frappe.ui.form.on('Budget', {
 	onload: function(frm) {
-		frm.set_query("cost_center", function() {
-			return {
-				filters: {
-					company: frm.doc.company
-				}
-			}
-		})
-
-		frm.set_query("project", function() {
-			return {
-				filters: {
-					company: frm.doc.company
-				}
-			}
-		})
-		
 		frm.set_query("account", "accounts", function() {
 			return {
 				filters: {
@@ -26,16 +11,18 @@ frappe.ui.form.on('Budget', {
 					report_type: "Profit and Loss",
 					is_group: 0
 				}
-			}
+			};
-		})
+		});
 
 		frm.set_query("monthly_distribution", function() {
 			return {
 				filters: {
 					fiscal_year: frm.doc.fiscal_year
 				}
-			}
+			};
-		})
+		});
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {

erpnext/accounts/doctype/budget/test_budget.py

@@ -122,8 +122,10 @@ class TestBudget(unittest.TestCase):
 
 		frappe.db.set_value("Budget", budget.name, "action_if_accumulated_monthly_budget_exceeded", "Stop")
 
+		project = frappe.get_value("Project", {"project_name": "_Test Project"})
+
 		jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
-			"_Test Bank - _TC", 40000, "_Test Cost Center - _TC", project="_Test Project", posting_date=nowdate())
+			"_Test Bank - _TC", 40000, "_Test Cost Center - _TC", project=project, posting_date=nowdate())
 
 		self.assertRaises(BudgetError, jv.submit)
 
@@ -147,8 +149,11 @@ class TestBudget(unittest.TestCase):
 
 		budget = make_budget(budget_against="Project")
 
+		project = frappe.get_value("Project", {"project_name": "_Test Project"})
+
 		jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
-			"_Test Bank - _TC", 250000, "_Test Cost Center - _TC", project="_Test Project", posting_date=nowdate())
+			"_Test Bank - _TC", 250000, "_Test Cost Center - _TC",
+			project=project, posting_date=nowdate())
 
 		self.assertRaises(BudgetError, jv.submit)
 
@@ -159,10 +164,10 @@ class TestBudget(unittest.TestCase):
 
 		budget = make_budget(budget_against="Cost Center")
 		month = now_datetime().month
-		if month > 10:
+		if month > 9:
-			month = 10
+			month = 9
 
-		for i in range(month):
+		for i in range(month+1):
 			jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
 				"_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True)
 
@@ -181,12 +186,14 @@ class TestBudget(unittest.TestCase):
 
 		budget = make_budget(budget_against="Project")
 		month = now_datetime().month
-		if month > 10:
+		if month > 9:
-			month = 10
+			month = 9
 
-		for i in range(month):
+		project = frappe.get_value("Project", {"project_name": "_Test Project"})
+		for i in range(month + 1):
 			jv = make_journal_entry("_Test Account Cost for Goods Sold - _TC",
-				"_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True, project="_Test Project")
+				"_Test Bank - _TC", 20000, "_Test Cost Center - _TC", posting_date=nowdate(), submit=True,
+				project=project)
 
 			self.assertTrue(frappe.db.get_value("GL Entry",
 				{"voucher_type": "Journal Entry", "voucher_no": jv.name}))
@@ -289,7 +296,7 @@ def make_budget(**args):
 	budget = frappe.new_doc("Budget")
 
 	if budget_against == "Project":
-		budget.project = "_Test Project"
+		budget.project = frappe.get_value("Project", {"project_name": "_Test Project"})
 	else:
 		budget.cost_center =cost_center or "_Test Cost Center - _TC"
 

erpnext/accounts/doctype/gl_entry/gl_entry.py

@@ -11,8 +11,10 @@ from frappe.model.meta import get_field_precision
 from erpnext.accounts.party import validate_party_gle_currency, validate_party_frozen_disabled
 from erpnext.accounts.utils import get_account_currency
 from erpnext.accounts.utils import get_fiscal_year
-from erpnext.exceptions import InvalidAccountCurrency
+from erpnext.exceptions import InvalidAccountCurrency, InvalidAccountDimensionError, MandatoryAccountDimensionError
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts
+from erpnext.accounts.doctype.accounting_dimension_filter.accounting_dimension_filter import get_dimension_filter_map
+from six import iteritems
 
 exclude_from_linked_with = True
 class GLEntry(Document):
@@ -39,6 +41,7 @@ class GLEntry(Document):
 		if not from_repost:
 			self.validate_account_details(adv_adj)
 			self.validate_dimensions_for_pl_and_bs()
+			self.validate_allowed_dimensions()
 
 		validate_frozen_account(self.account, adv_adj)
 		validate_balance_type(self.account, adv_adj)
@@ -76,11 +79,9 @@ class GLEntry(Document):
 					.format(self.voucher_type, self.voucher_no, self.account))
 
 	def validate_dimensions_for_pl_and_bs(self):
-
 		account_type = frappe.db.get_value("Account", self.account, "report_type")
 
 		for dimension in get_checks_for_pl_and_bs_accounts():
-
 			if account_type == "Profit and Loss" \
 				and self.company == dimension.company and dimension.mandatory_for_pl and not dimension.disabled:
 				if not self.get(dimension.fieldname):
@@ -93,6 +94,25 @@ class GLEntry(Document):
 					frappe.throw(_("Accounting Dimension <b>{0}</b> is required for 'Balance Sheet' account {1}.")
 						.format(dimension.label, self.account))
 
+	def validate_allowed_dimensions(self):
+		dimension_filter_map = get_dimension_filter_map()
+		for key, value in iteritems(dimension_filter_map):
+			dimension = key[0]
+			account = key[1]
+
+			if self.account == account:
+				if value['is_mandatory'] and not self.get(dimension):
+					frappe.throw(_("{0} is mandatory for account {1}").format(
+						frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), MandatoryAccountDimensionError)
+
+				if value['allow_or_restrict'] == 'Allow':
+					if self.get(dimension) and self.get(dimension) not in value['allowed_dimensions']:
+						frappe.throw(_("Invalid value {0} for {1} against account {2}").format(
+							frappe.bold(self.get(dimension)), frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), InvalidAccountDimensionError)
+				else:
+					if self.get(dimension) and self.get(dimension) in value['allowed_dimensions']:
+						frappe.throw(_("Invalid value {0} for {1} against account {2}").format(
+							frappe.bold(self.get(dimension)), frappe.bold(frappe.unscrub(dimension)), frappe.bold(self.account)), InvalidAccountDimensionError)
 
 	def check_pl_account(self):
 		if self.is_opening=='Yes' and \
@@ -137,9 +157,10 @@ class GLEntry(Document):
 			frappe.throw(_("{0} {1}: Cost Center {2} does not belong to Company {3}")
 				.format(self.voucher_type, self.voucher_no, self.cost_center, self.company))
 
-		if self.cost_center and _check_is_group():
+		if not self.flags.from_repost and not self.voucher_type == 'Period Closing Voucher' \
-			frappe.throw(_("""{0} {1}: Cost Center {2} is a group cost center and group cost centers cannot be used in transactions""")
+			and self.cost_center and _check_is_group():
-				.format(self.voucher_type, self.voucher_no, frappe.bold(self.cost_center)))
+			frappe.throw(_("""{0} {1}: Cost Center {2} is a group cost center and group cost centers cannot
+				be used in transactions""").format(self.voucher_type, self.voucher_no, frappe.bold(self.cost_center)))
 
 	def validate_party(self):
 		validate_party_frozen_disabled(self.party_type, self.party)

erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py

@@ -20,7 +20,8 @@ def get_data():
 				'items': ['Purchase Invoice', 'Purchase Order', 'Purchase Receipt']
 			},
 			{
-				'items': ['Item']
+				'label': _('Stock'),
+				'items': ['Item Groups', 'Item']
 			}
 		]
 	}

erpnext/accounts/doctype/journal_entry/journal_entry.js

@@ -120,6 +120,8 @@ frappe.ui.form.on("Journal Entry", {
 				}
 			}
 		});
+
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
 	},
 
 	voucher_type: function(frm){
@@ -197,6 +199,7 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({
 		this.load_defaults();
 		this.setup_queries();
 		this.setup_balance_formatter();
+		erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
 	},
 
 	onload_post_render: function() {
@@ -222,15 +225,6 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({
 			return erpnext.journal_entry.account_query(me.frm);
 		});
 
-		me.frm.set_query("cost_center", "accounts", function(doc, cdt, cdn) {
-			return {
-				filters: {
-					company: me.frm.doc.company,
-					is_group: 0
-				}
-			};
-		});
-
 		me.frm.set_query("party_type", "accounts", function(doc, cdt, cdn) {
 			const row = locals[cdt][cdn];
 
@@ -406,6 +400,8 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({
 			}
 		}
 		cur_frm.cscript.update_totals(doc);
+
+		erpnext.accounts.dimensions.copy_dimension_from_first_row(this.frm, cdt, cdn, 'accounts');
 	},
 
 });

erpnext/accounts/doctype/journal_entry/test_journal_entry.py

@@ -299,15 +299,20 @@ class TestJournalEntry(unittest.TestCase):
 
 	def test_jv_with_project(self):
 		from erpnext.projects.doctype.project.test_project import make_project
+
+		if not frappe.db.exists("Project", {"project_name": "Journal Entry Project"}):
 			project = make_project({
 				'project_name': 'Journal Entry Project',
 				'project_template_name': 'Test Project Template',
 				'start_date': '2020-01-01'
 			})
+			project_name = project.name
+		else:
+			project_name = frappe.get_value("Project", {"project_name": "_Test Project"})
 
 		jv = make_journal_entry("_Test Cash - _TC", "_Test Bank - _TC", 100, save=False)
 		for d in jv.accounts:
-			d.project = project.project_name
+			d.project = project_name
 		jv.voucher_type = "Bank Entry"
 		jv.multi_currency = 0
 		jv.cheque_no = "112233"
@@ -317,10 +322,10 @@ class TestJournalEntry(unittest.TestCase):
 
 		expected_values = {
 			"_Test Cash - _TC": {
-				"project": project.project_name
+				"project": project_name
 			},
 			"_Test Bank - _TC": {
-				"project": project.project_name
+				"project": project_name
 			}
 		}
 

erpnext/accounts/doctype/loyalty_program/loyalty_program.js

@@ -1,6 +1,8 @@
 // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
+frappe.provide("erpnext.accounts.dimensions");
+
 frappe.ui.form.on('Loyalty Program', {
 	setup: function(frm) {
 		var help_content =
@@ -46,20 +48,17 @@ frappe.ui.form.on('Loyalty Program', {
 			};
 		});
 
-		frm.set_query("cost_center", function() {
-			return {
-				filters: {
-					company: frm.doc.company
-				}
-			};
-		});
-
 		frm.set_value("company", frappe.defaults.get_user_default("Company"));
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {
 		if (frm.doc.loyalty_program_type === "Single Tier Program" && frm.doc.collection_rules.length > 1) {
 			frappe.throw(__("Please select the Multiple Tier Program type for more than one collection rules."));
 		}
+	},
+
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
 	}
 });

erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js

@@ -36,6 +36,8 @@ frappe.ui.form.on('Opening Invoice Creation Tool', {
 			frm.dashboard.show_progress(data.title, (data.count / data.total) * 100, data.message);
 			frm.page.set_indicator(__('In Progress'), 'orange');
 		});
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {
@@ -100,6 +102,7 @@ frappe.ui.form.on('Opening Invoice Creation Tool', {
 				}
 			})
 		}
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
 	},
 
 	invoice_type: function(frm) {

erpnext/accounts/doctype/payment_entry/payment_entry.js

@@ -1,6 +1,7 @@
 // Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 {% include "erpnext/public/js/controllers/accounts.js" %}
+frappe.provide("erpnext.accounts.dimensions");
 
 frappe.ui.form.on('Payment Entry', {
 	onload: function(frm) {
@@ -8,6 +9,8 @@ frappe.ui.form.on('Payment Entry', {
 			if (!frm.doc.paid_from) frm.set_value("paid_from_account_currency", null);
 			if (!frm.doc.paid_to) frm.set_value("paid_to_account_currency", null);
 		}
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	setup: function(frm) {
@@ -88,15 +91,6 @@ frappe.ui.form.on('Payment Entry', {
 			}
 		});
 
-		frm.set_query("cost_center", "deductions", function() {
-			return {
-				filters: {
-					"is_group": 0,
-					"company": frm.doc.company
-				}
-			}
-		});
-
 		frm.set_query("reference_doctype", "references", function() {
 			if (frm.doc.party_type=="Customer") {
 				var doctypes = ["Sales Order", "Sales Invoice", "Journal Entry", "Dunning"];
@@ -167,6 +161,7 @@ frappe.ui.form.on('Payment Entry', {
 	company: function(frm) {
 		frm.events.hide_unhide_fields(frm);
 		frm.events.set_dynamic_labels(frm);
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
 	},
 
 	contact_person: function(frm) {
@@ -401,6 +396,8 @@ frappe.ui.form.on('Payment Entry', {
 
 	set_account_currency_and_balance: function(frm, account, currency_field,
 			balance_field, callback_function) {
+
+		var company_currency = frappe.get_doc(":Company", frm.doc.company).default_currency;
 		if (frm.doc.posting_date && account) {
 			frappe.call({
 				method: "erpnext.accounts.doctype.payment_entry.payment_entry.get_account_details",
@@ -427,6 +424,14 @@ frappe.ui.form.on('Payment Entry', {
 
 									if(!frm.doc.paid_amount && frm.doc.received_amount)
 										frm.events.received_amount(frm);
+
+									if (frm.doc.paid_from_account_currency == frm.doc.paid_to_account_currency
+										&& frm.doc.paid_amount != frm.doc.received_amount) {
+											if (company_currency != frm.doc.paid_from_account_currency &&
+												frm.doc.payment_type == "Pay") {
+													frm.doc.paid_amount = frm.doc.received_amount;
+												}
+										}
 								}
 							},
 							() => {

erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.py

@@ -8,7 +8,7 @@ from frappe import _
 from erpnext.accounts.utils import get_account_currency
 from erpnext.controllers.accounts_controller import AccountsController
 from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (get_accounting_dimensions,
-	get_dimension_filters)
+	get_dimensions)
 
 class PeriodClosingVoucher(AccountsController):
 	def validate(self):
@@ -58,7 +58,7 @@ class PeriodClosingVoucher(AccountsController):
 		for dimension in accounting_dimensions:
 			dimension_fields.append('t1.{0}'.format(dimension))
 
-		dimension_filters, default_dimensions = get_dimension_filters()
+		dimension_filters, default_dimensions = get_dimensions()
 
 		pl_accounts = self.get_pl_balances(dimension_fields)
 

erpnext/accounts/doctype/pos_profile/pos_profile.js

@@ -57,6 +57,8 @@ frappe.ui.form.on('POS Profile', {
 				}
 			};
 		});
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {
@@ -67,6 +69,7 @@ frappe.ui.form.on('POS Profile', {
 
 	company: function(frm) {
 		frm.trigger("toggle_display_account_head");
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
 	},
 
 	toggle_display_account_head: function(frm) {

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js

@@ -26,6 +26,11 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
 			};
 		});
 	},
+
+	company: function() {
+		erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype);
+	},
+
 	onload: function() {
 		this._super();
 
@@ -41,6 +46,8 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
 		if (this.frm.doc.supplier && this.frm.doc.__islocal) {
 			this.frm.trigger('supplier');
 		}
+
+		erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
 	},
 
 	refresh: function(doc) {
@@ -498,7 +505,7 @@ cur_frm.cscript.select_print_heading = function(doc,cdt,cdn){
 frappe.ui.form.on("Purchase Invoice", {
 	setup: function(frm) {
 		frm.custom_make_buttons = {
-			'Purchase Invoice': 'Debit Note',
+			'Purchase Invoice': 'Return / Debit Note',
 			'Payment Entry': 'Payment'
 		}
 
@@ -511,15 +518,6 @@ frappe.ui.form.on("Purchase Invoice", {
 				}
 			}
 		}
-
-		frm.set_query("cost_center", function() {
-			return {
-				filters: {
-					company: frm.doc.company,
-					is_group: 0
-				}
-			};
-		});
 	},
 
 	onload: function(frm) {

erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py

@@ -426,26 +426,31 @@ class TestPurchaseInvoice(unittest.TestCase):
 		)
 
 	def test_total_purchase_cost_for_project(self):
-		make_project({'project_name':'_Test Project'})
+		if not frappe.db.exists("Project", {"project_name": "_Test Project for Purchase"}):
+			project = make_project({'project_name':'_Test Project for Purchase'})
+		else:
+			project = frappe.get_doc("Project", {"project_name": "_Test Project for Purchase"})
 
 		existing_purchase_cost = frappe.db.sql("""select sum(base_net_amount)
-			from `tabPurchase Invoice Item` where project = '_Test Project' and docstatus=1""")
+			from `tabPurchase Invoice Item`
+			where project = '{0}'
+			and docstatus=1""".format(project.name))
 		existing_purchase_cost = existing_purchase_cost and existing_purchase_cost[0][0] or 0
 
-		pi = make_purchase_invoice(currency="USD", conversion_rate=60, project="_Test Project")
+		pi = make_purchase_invoice(currency="USD", conversion_rate=60, project=project.name)
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"),
 			existing_purchase_cost + 15000)
 
-		pi1 = make_purchase_invoice(qty=10, project="_Test Project")
+		pi1 = make_purchase_invoice(qty=10, project=project.name)
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"),
 			existing_purchase_cost + 15500)
 
 		pi1.cancel()
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"),
 			existing_purchase_cost + 15000)
 
 		pi.cancel()
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"), existing_purchase_cost)
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_purchase_cost"), existing_purchase_cost)
 
 	def test_return_purchase_invoice_with_perpetual_inventory(self):
 		pi = make_purchase_invoice(company = "_Test Company with perpetual inventory", warehouse= "Stores - TCP1",
@@ -860,17 +865,17 @@ class TestPurchaseInvoice(unittest.TestCase):
 		})
 
 		pi = make_purchase_invoice(credit_to="Creditors - _TC" ,do_not_save=1)
-		pi.items[0].project = item_project.project_name
+		pi.items[0].project = item_project.name
-		pi.project = project.project_name
+		pi.project = project.name
 
 		pi.submit()
 
 		expected_values = {
 			"Creditors - _TC": {
-				"project": project.project_name
+				"project": project.name
 			},
 			"_Test Account Cost for Goods Sold - _TC": {
-				"project": item_project.project_name
+				"project": item_project.name
 			}
 		}
 

erpnext/accounts/doctype/sales_invoice/sales_invoice.js

@@ -5,14 +5,17 @@
 cur_frm.pformat.print_heading = 'Invoice';
 
 {% include 'erpnext/selling/sales_common.js' %};
-
-
 frappe.provide("erpnext.accounts");
+
+
 erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.extend({
 	setup: function(doc) {
 		this.setup_posting_date_time_check();
 		this._super(doc);
 	},
+	company: function() {
+		erpnext.accounts.dimensions.update_dimension(this.frm, this.frm.doctype);
+	},
 	onload: function() {
 		var me = this;
 		this._super();
@@ -33,6 +36,7 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte
 			me.frm.refresh_fields();
 		}
 		erpnext.queries.setup_warehouse_query(this.frm);
+		erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
 	},
 
 	refresh: function(doc, dt, dn) {
@@ -571,15 +575,6 @@ frappe.ui.form.on('Sales Invoice', {
 			};
 		});
 
-		frm.set_query("cost_center", function() {
-			return {
-				filters: {
-					company: frm.doc.company,
-					is_group: 0
-				}
-			};
-		});
-
 		frm.set_query("unrealized_profit_loss_account", function() {
 			return {
 				filters: {
@@ -592,7 +587,7 @@ frappe.ui.form.on('Sales Invoice', {
 
 		frm.custom_make_buttons = {
 			'Delivery Note': 'Delivery',
-			'Sales Invoice': 'Sales Return',
+			'Sales Invoice': 'Return / Credit Note',
 			'Payment Request': 'Payment Request',
 			'Payment Entry': 'Payment'
 		},

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -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, get_link_to_form
+from frappe.utils import cint, flt, getdate, add_days, cstr, nowdate, get_link_to_form, formatdate
 from frappe import _, msgprint, throw
 from erpnext.accounts.party import get_party_account, get_due_date
 from frappe.model.mapper import get_mapped_doc
@@ -549,7 +549,12 @@ class SalesInvoice(SellingController):
 		self.against_income_account = ','.join(against_acc)
 
 	def add_remarks(self):
-		if not self.remarks: self.remarks = 'No Remarks'
+		if not self.remarks:
+			if self.po_no and self.po_date:
+				self.remarks = _("Against Customer Order {0} dated {1}").format(self.po_no,
+					formatdate(self.po_date))
+			else:
+				self.remarks = _("No Remarks")
 
 	def validate_auto_set_posting_time(self):
 		# Don't auto set the posting date and time if invoice is amended
@@ -1694,6 +1699,7 @@ def get_mode_of_payment_info(mode_of_payment, company):
 		where mpa.parent = mp.name and mpa.company = %s and mp.enabled = 1 and mp.name = %s""",
 	(company, mode_of_payment), as_dict=1)
 
+@frappe.whitelist()
 def create_dunning(source_name, target_doc=None):
 	from frappe.model.mapper import get_mapped_doc
 	from erpnext.accounts.doctype.dunning.dunning import get_dunning_letter_text, calculate_interest_and_amount

erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py

@@ -1573,17 +1573,17 @@ class TestSalesInvoice(unittest.TestCase):
 		})
 
 		sales_invoice = create_sales_invoice(do_not_save=1)
-		sales_invoice.items[0].project = item_project.project_name
+		sales_invoice.items[0].project = item_project.name
-		sales_invoice.project = project.project_name
+		sales_invoice.project = project.name
 
 		sales_invoice.submit()
 
 		expected_values = {
 			"Debtors - _TC": {
-				"project": project.project_name
+				"project": project.name
 			},
 			"Sales - _TC": {
-				"project": item_project.project_name
+				"project": item_project.name
 			}
 		}
 

erpnext/accounts/doctype/shipping_rule/shipping_rule.js

@@ -1,16 +1,18 @@
 // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
 // License: GNU General Public License v3. See license.txt
 
-frappe.ui.form.on('Shipping Rule', {
+frappe.provide('erpnext.accounts.dimensions');
-	refresh: function(frm) {
-		frm.set_query("cost_center", function() {
-			return {
-				filters: {
-					company: frm.doc.company
-				}
-			}
-		})
 
+frappe.ui.form.on('Shipping Rule', {
+	onload: function(frm) {
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+	},
+
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+
+	refresh: function(frm) {
 		frm.set_query("account", function() {
 			return {
 				filters: {

erpnext/accounts/doctype/subscription/subscription.py

@@ -446,7 +446,7 @@ class Subscription(Document):
 		if not self.generate_invoice_at_period_start:
 			return False
 
-		if self.is_new_subscription():
+		if self.is_new_subscription() and getdate() >= getdate(self.current_invoice_start):
 			return True
 
 		# Check invoice dates and make sure it doesn't have outstanding invoices

erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py

@@ -59,23 +59,111 @@ def validate_filters(filters):
 
 def get_columns(filters):
 	return [
-		_("Payment Document") + ":: 100",
+		{
-		_("Payment Entry") + ":Dynamic Link/"+_("Payment Document")+":140",
+			"fieldname": "payment_document",
-		_("Party Type") + "::100",
+			"label": _("Payment Document Type"),
-		_("Party") + ":Dynamic Link/Party Type:140",
+			"fieldtype": "Data",
-		_("Posting Date") + ":Date:100",
+			"width": 100
-		_("Invoice") + (":Link/Purchase Invoice:130" if filters.get("payment_type") == _("Outgoing") else ":Link/Sales Invoice:130"),
+		},
-		_("Invoice Posting Date") + ":Date:130",
+		{
-		_("Payment Due Date") + ":Date:130",
+			"fieldname": "payment_entry",
-		_("Debit") + ":Currency:120",
+			"label": _("Payment Document"),
-		_("Credit") + ":Currency:120",
+			"fieldtype": "Dynamic Link",
-		_("Remarks") + "::150",
+			"options": "payment_document",
-		_("Age") +":Int:40",
+			"width": 160
-		"0-30:Currency:100",
+		},
-		"30-60:Currency:100",
+		{
-		"60-90:Currency:100",
+			"fieldname": "party_type",
-		_("90-Above") + ":Currency:100",
+			"label": _("Party Type"),
-		_("Delay in payment (Days)") + "::150"
+			"fieldtype": "Data",
+			"width": 100
+		},
+		{
+			"fieldname": "party",
+			"label": _("Party"),
+			"fieldtype": "Dynamic Link",
+			"options": "party_type",
+			"width": 160
+		},
+		{
+			"fieldname": "posting_date",
+			"label": _("Posting Date"),
+			"fieldtype": "Date",
+			"width": 100
+		},
+		{
+			"fieldname": "invoice",
+			"label": _("Invoice"),
+			"fieldtype": "Link",
+			"options": "Purchase Invoice" if filters.get("payment_type") == _("Outgoing") else "Sales Invoice",
+			"width": 160
+		},
+		{
+			"fieldname": "invoice_posting_date",
+			"label": _("Invoice Posting Date"),
+			"fieldtype": "Date",
+			"width": 100
+		},
+		{
+			"fieldname": "due_date",
+			"label": _("Payment Due Date"),
+			"fieldtype": "Date",
+			"width": 100
+		},
+		{
+			"fieldname": "debit",
+			"label": _("Debit"),
+			"fieldtype": "Currency",
+			"width": 140
+		},
+		{
+			"fieldname": "credit",
+			"label": _("Credit"),
+			"fieldtype": "Currency",
+			"width": 140
+		},
+		{
+			"fieldname": "remarks",
+			"label": _("Remarks"),
+			"fieldtype": "Data",
+			"width": 200
+		},
+		{
+			"fieldname": "age",
+			"label": _("Age"),
+			"fieldtype": "Int",
+			"width": 50
+		},
+		{
+			"fieldname": "range1",
+			"label": "0-30",
+			"fieldtype": "Currency",
+			"width": 140
+		},
+		{
+			"fieldname": "range2",
+			"label": "30-60",
+			"fieldtype": "Currency",
+			"width": 140
+		},
+		{
+			"fieldname": "range3",
+			"label": "60-90",
+			"fieldtype": "Currency",
+			"width": 140
+		},
+		{
+			"fieldname": "range4",
+			"label": _("90 Above"),
+			"fieldtype": "Currency",
+			"width": 140
+		},
+			{
+			"fieldname": "delay_in_payment",
+			"label": _("Delay in payment (Days)"),
+			"fieldtype": "Int",
+			"width": 100
+		}
 	]
 
 def get_conditions(filters):

erpnext/agriculture/doctype/crop_cycle/crop_cycle.py

@@ -48,7 +48,7 @@ class CropCycle(Document):
 
 	def import_disease_tasks(self, disease, start_date):
 		disease_doc = frappe.get_doc('Disease', disease)
-		self.create_task(disease_doc.treatment_task, self.name, start_date)
+		self.create_task(disease_doc.treatment_task, self.project, start_date)
 
 	def create_project(self, period, crop_tasks):
 		project = frappe.get_doc({

erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py

@@ -71,4 +71,4 @@ def check_task_creation():
 
 
 def check_project_creation():
-	return True if frappe.db.exists('Project', 'Basil from seed 2017') else False
+	return True if frappe.db.exists('Project', {'project_name': 'Basil from seed 2017'}) else False

erpnext/assets/doctype/asset/asset.js

@@ -2,6 +2,7 @@
 // For license information, please see license.txt
 
 frappe.provide("erpnext.asset");
+frappe.provide("erpnext.accounts.dimensions");
 
 frappe.ui.form.on('Asset', {
 	onload: function(frm) {
@@ -32,13 +33,11 @@ frappe.ui.form.on('Asset', {
 			};
 		});
 
-		frm.set_query("cost_center", function() {
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
-			return {
+	},
-				"filters": {
+
-					"company": frm.doc.company,
+	company: function(frm) {
-				}
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
-			};
-		});
 	},
 
 	setup: function(frm) {

erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js

@@ -1,6 +1,8 @@
 // Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
+frappe.provide("erpnext.accounts.dimensions");
+
 frappe.ui.form.on('Asset Value Adjustment', {
 	setup: function(frm) {
 		frm.add_fetch('company', 'cost_center', 'cost_center');
@@ -13,11 +15,19 @@ frappe.ui.form.on('Asset Value Adjustment', {
 			}
 		});
 	},
+
 	onload: function(frm) {
 		if(frm.is_new() && frm.doc.asset) {
 			frm.trigger("set_current_asset_value");
 		}
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
+
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+
 	asset: function(frm) {
 		frm.trigger("set_current_asset_value");
 	},

erpnext/buying/doctype/purchase_order/purchase_order.js

@@ -2,7 +2,7 @@
 // License: GNU General Public License v3. See license.txt
 
 frappe.provide("erpnext.buying");
-
+frappe.provide("erpnext.accounts.dimensions");
 {% include 'erpnext/public/js/controllers/buying.js' %};
 
 frappe.ui.form.on("Purchase Order", {
@@ -30,6 +30,10 @@ frappe.ui.form.on("Purchase Order", {
 
 	},
 
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+
 	onload: function(frm) {
 		set_schedule_date(frm);
 		if (!frm.doc.transaction_date){
@@ -39,6 +43,8 @@ frappe.ui.form.on("Purchase Order", {
 		erpnext.queries.setup_queries(frm, "Warehouse", function() {
 			return erpnext.queries.warehouse(frm.doc);
 		});
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	}
 });
 
@@ -58,8 +64,8 @@ frappe.ui.form.on("Purchase Order Item", {
 erpnext.buying.PurchaseOrderController = erpnext.buying.BuyingController.extend({
 	setup: function() {
 		this.frm.custom_make_buttons = {
-			'Purchase Receipt': 'Receipt',
+			'Purchase Receipt': 'Purchase Receipt',
-			'Purchase Invoice': 'Invoice',
+			'Purchase Invoice': 'Purchase Invoice',
 			'Stock Entry': 'Material to Supplier',
 			'Payment Entry': 'Payment',
 		}

erpnext/buying/report/purchase_analytics/purchase_analytics.js

@@ -76,61 +76,69 @@ frappe.query_reports["Purchase Analytics"] = {
 			checkboxColumn: true,
 			events: {
 				onCheckRow: function (data) {
+					if (!data) return;
+
+					const data_doctype = $(
+						data[2].html
+					)[0].attributes.getNamedItem("data-doctype").value;
+					const tree_type = frappe.query_report.filters[0].value;
+					if (data_doctype != tree_type) return;
+
 					row_name = data[2].content;
 					length = data.length;
 
-					var tree_type = frappe.query_report.filters[0].value;
+					if (tree_type == "Supplier") {
-
+						row_values = data
-					if(tree_type == "Supplier" || tree_type == "Item") {
+							.slice(4, length - 1)
-						row_values = data.slice(4,length-1).map(function (column) {
+							.map(function (column) {
 								return column.content;
-						})
+							});
-					}
+					} else if (tree_type == "Item") {
-					else {
+						row_values = data
-						row_values = data.slice(3,length-1).map(function (column) {
+							.slice(5, length - 1)
+							.map(function (column) {
 								return column.content;
-						})
+							});
+					} else {
+						row_values = data
+							.slice(3, length - 1)
+							.map(function (column) {
+								return column.content;
+							});
 					}
 
 					entry = {
-						'name':row_name,
+						name: row_name,
-						'values':row_values
+						values: row_values,
-					}
+					};
 
 					let raw_data = frappe.query_report.chart.data;
 					let new_datasets = raw_data.datasets;
 
-					var found = false;
+					let element_found = new_datasets.some((element, index, array)=>{
-
+						if(element.name == row_name){
-					for(var i=0; i < new_datasets.length;i++){
+							array.splice(index, 1)
-						if(new_datasets[i].name == row_name){
+							return true
-							found = true;
-							new_datasets.splice(i,1);
-							break;
-						}
 						}
+						return false
+					})
 
-					if(!found){
+					if (!element_found) {
 						new_datasets.push(entry);
 					}
-
 					let new_data = {
 						labels: raw_data.labels,
-						datasets: new_datasets
+						datasets: new_datasets,
-					}
+					};
-
+					chart_options = {
-					setTimeout(() => {
+						data: new_data,
-						frappe.query_report.chart.update(new_data)
+						type: "line",
-					},500)
+					};
-
+					frappe.query_report.render_chart(chart_options);
-
-					setTimeout(() => {
-						frappe.query_report.chart.draw(true);
-					}, 1000)
 
 					frappe.query_report.raw_chart_data = new_data;
 				},
-			}
+			},
 		});
 	}
 }

erpnext/buying/utils.py

@@ -35,9 +35,10 @@ def update_last_purchase_rate(doc, is_submit):
 				frappe.throw(_("UOM Conversion factor is required in row {0}").format(d.idx))
 
 		# update last purchsae rate
-		if last_purchase_rate:
+		frappe.db.set_value('Item', d.item_code, 'last_purchase_rate', flt(last_purchase_rate))
-			frappe.db.sql("""update `tabItem` set last_purchase_rate = %s where name = %s""",
+
-				(flt(last_purchase_rate), d.item_code))
+
+
 
 def validate_for_items(doc):
 	items = []

erpnext/controllers/queries.py

@@ -493,6 +493,41 @@ def get_income_account(doctype, txt, searchfield, start, page_len, filters):
 				'company': filters.get("company", "")
 			})
 
+@frappe.whitelist()
+@frappe.validate_and_sanitize_search_inputs
+def get_filtered_dimensions(doctype, txt, searchfield, start, page_len, filters):
+	from erpnext.accounts.doctype.accounting_dimension_filter.accounting_dimension_filter import get_dimension_filter_map
+	dimension_filters = get_dimension_filter_map()
+	dimension_filters = dimension_filters.get((filters.get('dimension'),filters.get('account')))
+	query_filters = []
+
+	meta = frappe.get_meta(doctype)
+	if meta.is_tree:
+		query_filters.append(['is_group', '=', 0])
+
+	if meta.has_field('company'):
+		query_filters.append(['company', '=', filters.get('company')])
+
+	if txt:
+		query_filters.append([searchfield, 'LIKE', "%%%s%%" % txt])
+
+	if dimension_filters:
+		if dimension_filters['allow_or_restrict'] == 'Allow':
+			query_selector = 'in'
+		else:
+			query_selector = 'not in'
+
+		if len(dimension_filters['allowed_dimensions']) == 1:
+			dimensions = tuple(dimension_filters['allowed_dimensions'] * 2)
+		else:
+			dimensions = tuple(dimension_filters['allowed_dimensions'])
+
+		query_filters.append(['name', query_selector, dimensions])
+
+	output = frappe.get_all(doctype, filters=query_filters)
+	result = [d.name for d in output]
+
+	return [(d,) for d in set(result)]
 
 @frappe.whitelist()
 @frappe.validate_and_sanitize_search_inputs

erpnext/controllers/sales_and_purchase_return.py

@@ -328,6 +328,7 @@ def make_return_doc(doctype, source_name, target_doc=None):
 			target_doc.po_detail = source_doc.po_detail
 			target_doc.pr_detail = source_doc.pr_detail
 			target_doc.purchase_invoice_item = source_doc.name
+			target_doc.price_list_rate = 0
 
 		elif doctype == "Delivery Note":
 			returned_qty_map = get_returned_qty_map_for_row(source_doc.name, doctype)
@@ -353,6 +354,7 @@ def make_return_doc(doctype, source_name, target_doc=None):
 			target_doc.dn_detail = source_doc.dn_detail
 			target_doc.expense_account = source_doc.expense_account
 			target_doc.sales_invoice_item = source_doc.name
+			target_doc.price_list_rate = 0
 			if default_warehouse_for_sales_return:
 				target_doc.warehouse = default_warehouse_for_sales_return
 

erpnext/controllers/selling_controller.py

@@ -233,7 +233,7 @@ class SellingController(StockController):
 							'allow_zero_valuation': d.allow_zero_valuation_rate,
 							'sales_invoice_item': d.get("sales_invoice_item"),
 							'dn_detail': d.get("dn_detail"),
-							'incoming_rate': p.incoming_rate
+							'incoming_rate': p.get("incoming_rate")
 						}))
 			else:
 				il.append(frappe._dict({
@@ -252,7 +252,7 @@ class SellingController(StockController):
 					'allow_zero_valuation': d.allow_zero_valuation_rate,
 					'sales_invoice_item': d.get("sales_invoice_item"),
 					'dn_detail': d.get("dn_detail"),
-					'incoming_rate': d.incoming_rate
+					'incoming_rate': d.get("incoming_rate")
 				}))
 		return il
 

erpnext/controllers/tests/test_item_variant.py

@@ -6,6 +6,7 @@ import unittest
 
 from erpnext.stock.doctype.item.test_item import set_item_variant_settings
 from erpnext.controllers.item_variant import copy_attributes_to_variant, make_variant_item_code
+from erpnext.stock.doctype.quality_inspection.test_quality_inspection import create_quality_inspection_parameter
 
 from six import string_types
 
@@ -56,6 +57,8 @@ def make_quality_inspection_template():
 
 	qc = frappe.new_doc("Quality Inspection Template")
 	qc.quality_inspection_template_name = qc_template
+
+	create_quality_inspection_parameter("Moisture")
 	qc.append('item_quality_inspection_parameter', {
 		"specification": "Moisture",
 		"value": "< 5%",

erpnext/education/doctype/fee_schedule/fee_schedule.js

@@ -1,6 +1,7 @@
 // Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
+frappe.provide("erpnext.accounts.dimensions");
 frappe.ui.form.on('Fee Schedule', {
 	setup: function(frm) {
 		frm.add_fetch('fee_structure', 'receivable_account', 'receivable_account');
@@ -8,6 +9,10 @@ frappe.ui.form.on('Fee Schedule', {
 		frm.add_fetch('fee_structure', 'cost_center', 'cost_center');
 	},
 
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+
 	onload: function(frm) {
 		frm.set_query('receivable_account', function(doc) {
 			return {
@@ -50,6 +55,8 @@ frappe.ui.form.on('Fee Schedule', {
 				}
 			}
 		});
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {

erpnext/education/doctype/fee_structure/fee_structure.js

@@ -1,6 +1,8 @@
 // Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
+frappe.provide("erpnext.accounts.dimensions");
+
 frappe.ui.form.on('Fee Structure', {
 	setup: function(frm) {
 		frm.add_fetch('company', 'default_receivable_account', 'receivable_account');
@@ -8,6 +10,10 @@ frappe.ui.form.on('Fee Structure', {
 		frm.add_fetch('company', 'cost_center', 'cost_center');
 	},
 
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+
 	onload: function(frm) {
 		frm.set_query('academic_term', function() {
 			return {
@@ -35,6 +41,8 @@ frappe.ui.form.on('Fee Structure', {
 				}
 			};
 		});
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {

erpnext/education/doctype/fees/fees.js

@@ -1,6 +1,7 @@
 // Copyright (c) 2017, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
+frappe.provide("erpnext.accounts.dimensions");
 
 frappe.ui.form.on("Fees", {
 	setup: function(frm) {
@@ -9,6 +10,10 @@ frappe.ui.form.on("Fees", {
 		frm.add_fetch("fee_structure", "cost_center", "cost_center");
 	},
 
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+
 	onload: function(frm) {
 		frm.set_query("academic_term", function() {
 			return{
@@ -45,6 +50,8 @@ frappe.ui.form.on("Fees", {
 		if (!frm.doc.posting_date) {
 			frm.doc.posting_date = frappe.datetime.get_today();
 		}
+
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
 	},
 
 	refresh: function(frm) {

erpnext/education/doctype/program_enrollment/program_enrollment.py

@@ -124,7 +124,10 @@ class ProgramEnrollment(Document):
 @frappe.whitelist()
 @frappe.validate_and_sanitize_search_inputs
 def get_program_courses(doctype, txt, searchfield, start, page_len, filters):
-	if filters.get('program'):
+	if not filters.get('program'):
+		frappe.msgprint(_("Please select a Program first."))
+		return []
+
 	return frappe.db.sql("""select course, course_name from `tabProgram Course`
 		where  parent = %(program)s and course like %(txt)s {match_cond}
 		order by

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py

@@ -30,13 +30,10 @@ class PlaidConnector():
 		access_token = response["access_token"]
 		return access_token
 	
-	def get_link_token(self):
+	def get_token_request(self, update_mode=False):
 		country_codes = ["US", "CA", "FR", "IE", "NL", "ES", "GB"] if self.settings.enable_european_access else ["US", "CA"]
-		token_request = {
+		args = {
 			"client_name": self.client_name,
-			"client_id": self.settings.plaid_client_id,
-			"secret": self.settings.plaid_secret,
-			"products": self.products,
 			# only allow Plaid-supported languages and countries (LAST: Sep-19-2020)
 			"language": frappe.local.lang if frappe.local.lang in ["en", "fr", "es", "nl"] else "en",
 			"country_codes": country_codes,
@@ -45,6 +42,20 @@ class PlaidConnector():
 			}
 		}
 
+		if update_mode:
+			args["access_token"] = self.access_token
+		else:
+			args.update({
+				"client_id": self.settings.plaid_client_id,
+				"secret": self.settings.plaid_secret,
+				"products": self.products,
+			})
+		
+		return args
+
+	def get_link_token(self, update_mode=False):
+		token_request = self.get_token_request(update_mode)
+
 		try:
 			response = self.client.LinkToken.create(token_request)
 		except InvalidRequestError:

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js

@@ -12,9 +12,25 @@ frappe.ui.form.on('Plaid Settings', {
 
 	refresh: function (frm) {
 		if (frm.doc.enabled) {
-			frm.add_custom_button('Link a new bank account', () => {
+			frm.add_custom_button(__('Link a new bank account'), () => {
 				new erpnext.integrations.plaidLink(frm);
 			});
+
+			frm.add_custom_button(__("Sync Now"), () => {
+				frappe.call({
+					method: "erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.enqueue_synchronization",
+					freeze: true,
+					callback: () => {
+						let bank_transaction_link = '<a href="#List/Bank Transaction">Bank Transaction</a>';
+
+						frappe.msgprint({
+							title: __("Sync Started"),
+							message: __("The sync has started in the background, please check the {0} list for new records.", [bank_transaction_link]),
+							alert: 1
+						});
+					}
+				});
+			}).addClass("btn-primary");
 		}
 	}
 });
@@ -30,10 +46,18 @@ erpnext.integrations.plaidLink = class plaidLink {
 		this.product = ["auth", "transactions"];
 		this.plaid_env = this.frm.doc.plaid_env;
 		this.client_name = frappe.boot.sitename;
-		this.token = await this.frm.call("get_link_token").then(resp => resp.message);
+		this.token = await this.get_link_token();
 		this.init_plaid();
 	}
 
+	async get_link_token() {
+		const token = await this.frm.call("get_link_token").then(resp => resp.message);
+		if (!token) {
+			frappe.throw(__('Cannot retrieve link token. Check Error Log for more information'));
+		}
+		return token;
+	}
+
 	init_plaid() {
 		const me = this;
 		me.loadScript(me.plaidUrl)
@@ -78,8 +102,8 @@ erpnext.integrations.plaidLink = class plaidLink {
 	}
 
 	onScriptError(error) {
-		frappe.msgprint("There was an issue connecting to Plaid's authentication server");
+		frappe.msgprint(__("There was an issue connecting to Plaid's authentication server. Check browser console for more information"));
-		frappe.msgprint(error);
+		console.log(error);
 	}
 
 	plaid_success(token, response) {

erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py

@@ -166,7 +166,6 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
 		related_bank = frappe.db.get_values("Bank Account", bank_account, ["bank", "integration_id"], as_dict=True)
 		access_token = frappe.db.get_value("Bank", related_bank[0].bank, "plaid_access_token")
 		account_id = related_bank[0].integration_id
-
 	else:
 		access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
 		account_id = None
@@ -228,9 +227,14 @@ def new_bank_transaction(transaction):
 
 def automatic_synchronization():
 	settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
-
 	if settings.enabled == 1 and settings.automatic_sync == 1:
-		plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
+		enqueue_synchronization()
+
+@frappe.whitelist()
+def enqueue_synchronization():
+	plaid_accounts = frappe.get_all("Bank Account",
+		filters={"integration_id": ["!=", ""]},
+		fields=["name", "bank"])
 
 	for plaid_account in plaid_accounts:
 		frappe.enqueue(
@@ -238,3 +242,8 @@ def automatic_synchronization():
 			bank=plaid_account.bank,
 			bank_account=plaid_account.name
 		)
+
+@frappe.whitelist()
+def get_link_token_for_update(access_token):
+	plaid = PlaidConnector(access_token)
+	return plaid.get_link_token(update_mode=True)

erpnext/exceptions.py

@@ -6,3 +6,5 @@ class PartyFrozen(frappe.ValidationError): pass
 class InvalidAccountCurrency(frappe.ValidationError): pass
 class InvalidCurrency(frappe.ValidationError): pass
 class PartyDisabled(frappe.ValidationError):pass
+class InvalidAccountDimensionError(frappe.ValidationError): pass
+class MandatoryAccountDimensionError(frappe.ValidationError): pass

erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json

@@ -17,6 +17,9 @@
   "enable_free_follow_ups",
   "max_visits",
   "valid_days",
+  "inpatient_settings_section",
+  "allow_discharge_despite_unbilled_services",
+  "do_not_bill_inpatient_encounters",
   "healthcare_service_items",
   "inpatient_visit_charge_item",
   "op_consulting_charge_item",
@@ -302,11 +305,28 @@
    "fieldname": "enable_free_follow_ups",
    "fieldtype": "Check",
    "label": "Enable Free Follow-ups"
+  },
+  {
+   "fieldname": "inpatient_settings_section",
+   "fieldtype": "Section Break",
+   "label": "Inpatient Settings"
+  },
+  {
+   "default": "0",
+   "fieldname": "allow_discharge_despite_unbilled_services",
+   "fieldtype": "Check",
+   "label": "Allow Discharge Despite Unbilled Healthcare Services"
+  },
+  {
+   "default": "0",
+   "fieldname": "do_not_bill_inpatient_encounters",
+   "fieldtype": "Check",
+   "label": "Do Not Bill Patient Encounters for Inpatients"
   }
  ],
  "issingle": 1,
  "links": [],
- "modified": "2020-07-08 15:17:21.543218",
+ "modified": "2021-01-13 09:04:35.877700",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Healthcare Settings",

erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js

@@ -5,6 +5,7 @@ frappe.ui.form.on('Inpatient Medication Entry', {
 	refresh: function(frm) {
 		// Ignore cancellation of doctype on cancel all
 		frm.ignore_doctypes_on_cancel_all = ['Stock Entry'];
+		frm.fields_dict['medication_orders'].grid.wrapper.find('.grid-add-row').hide();
 
 		frm.set_query('item_code', () => {
 			return {

erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json

@@ -139,7 +139,6 @@
    "fieldtype": "Table",
    "label": "Inpatient Medication Orders",
    "options": "Inpatient Medication Entry Detail",
-   "read_only": 1,
    "reqd": 1
   },
   {
@@ -180,7 +179,7 @@
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-11-03 13:22:37.820707",
+ "modified": "2021-01-11 12:37:46.749659",
  "modified_by": "Administrator",
  "module": "Healthcare",
  "name": "Inpatient Medication Entry",

erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py

@@ -15,8 +15,6 @@ class InpatientMedicationEntry(Document):
 		self.validate_medication_orders()
 
 	def get_medication_orders(self):
-		self.validate_datetime_filters()
-
 		# pull inpatient medication orders based on selected filters
 		orders = get_pending_medication_orders(self)
 
@@ -27,22 +25,6 @@ class InpatientMedicationEntry(Document):
 			self.set('medication_orders', [])
 			frappe.msgprint(_('No pending medication orders found for selected criteria'))
 
-	def validate_datetime_filters(self):
-		if self.from_date and self.to_date:
-			self.validate_from_to_dates('from_date', 'to_date')
-
-		if self.from_date and getdate(self.from_date) > getdate():
-			frappe.throw(_('From Date cannot be after the current date.'))
-
-		if self.to_date and getdate(self.to_date) > getdate():
-			frappe.throw(_('To Date cannot be after the current date.'))
-
-		if self.from_time and self.from_time > nowtime():
-			frappe.throw(_('From Time cannot be after the current time.'))
-
-		if self.to_time and self.to_time > nowtime():
-			frappe.throw(_('To Time cannot be after the current time.'))
-
 	def add_mo_to_table(self, orders):
 		# Add medication orders in the child table
 		self.set('medication_orders', [])

erpnext/healthcare/doctype/inpatient_record/inpatient_record.py

@@ -5,7 +5,7 @@
 from __future__ import unicode_literals
 import frappe, json
 from frappe import _
-from frappe.utils import today, now_datetime, getdate, get_datetime
+from frappe.utils import today, now_datetime, getdate, get_datetime, get_link_to_form
 from frappe.model.document import Document
 from frappe.desk.reportview import get_match_cond
 
@@ -113,6 +113,7 @@ def schedule_inpatient(args):
 	inpatient_record.status = 'Admission Scheduled'
 	inpatient_record.save(ignore_permissions = True)
 
+
 @frappe.whitelist()
 def schedule_discharge(args):
 	discharge_order = json.loads(args)
@@ -126,16 +127,19 @@ def schedule_discharge(args):
 		frappe.db.set_value('Patient', discharge_order['patient'], 'inpatient_status', inpatient_record.status)
 		frappe.db.set_value('Patient Encounter', inpatient_record.discharge_encounter, 'inpatient_status', inpatient_record.status)
 
+
 def set_details_from_ip_order(inpatient_record, ip_order):
 	for key in ip_order:
 		inpatient_record.set(key, ip_order[key])
 
+
 def set_ip_child_records(inpatient_record, inpatient_record_child, encounter_child):
 	for item in encounter_child:
 		table = inpatient_record.append(inpatient_record_child)
 		for df in table.meta.get('fields'):
 			table.set(df.fieldname, item.get(df.fieldname))
 
+
 def check_out_inpatient(inpatient_record):
 	if inpatient_record.inpatient_occupancies:
 		for inpatient_occupancy in inpatient_record.inpatient_occupancies:
@@ -144,54 +148,88 @@ def check_out_inpatient(inpatient_record):
 				inpatient_occupancy.check_out = now_datetime()
 				frappe.db.set_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "occupancy_status", "Vacant")
 
+
 def discharge_patient(inpatient_record):
-	validate_invoiced_inpatient(inpatient_record)
+	validate_inpatient_invoicing(inpatient_record)
 	inpatient_record.discharge_date = today()
 	inpatient_record.status = "Discharged"
 
 	inpatient_record.save(ignore_permissions = True)
 
-def validate_invoiced_inpatient(inpatient_record):
+
-	pending_invoices = []
+def validate_inpatient_invoicing(inpatient_record):
+	if frappe.db.get_single_value("Healthcare Settings", "allow_discharge_despite_unbilled_services"):
+		return
+
+	pending_invoices = get_pending_invoices(inpatient_record)
+
+	if pending_invoices:
+		message = _("Cannot mark Inpatient Record as Discharged since there are unbilled services. ")
+
+		formatted_doc_rows = ''
+
+		for doctype, docnames in pending_invoices.items():
+			formatted_doc_rows += """
+				<td>{0}</td>
+				<td>{1}</td>
+			</tr>""".format(doctype, docnames)
+
+		message += """
+			<table class='table'>
+				<thead>
+					<th>{0}</th>
+					<th>{1}</th>
+				</thead>
+				{2}
+			</table>
+		""".format(_("Healthcare Service"), _("Documents"), formatted_doc_rows)
+
+		frappe.throw(message, title=_("Unbilled Services"), is_minimizable=True, wide=True)
+
+
+def get_pending_invoices(inpatient_record):
+	pending_invoices = {}
 	if inpatient_record.inpatient_occupancies:
 		service_unit_names = False
 		for inpatient_occupancy in inpatient_record.inpatient_occupancies:
-			if inpatient_occupancy.invoiced != 1:
+			if not inpatient_occupancy.invoiced:
 				if service_unit_names:
 					service_unit_names += ", " + inpatient_occupancy.service_unit
 				else:
 					service_unit_names = inpatient_occupancy.service_unit
 		if service_unit_names:
-			pending_invoices.append("Inpatient Occupancy (" + service_unit_names + ")")
+			pending_invoices["Inpatient Occupancy"] = service_unit_names
 
 	docs = ["Patient Appointment", "Patient Encounter", "Lab Test", "Clinical Procedure"]
 
 	for doc in docs:
-		doc_name_list = get_inpatient_docs_not_invoiced(doc, inpatient_record)
+		doc_name_list = get_unbilled_inpatient_docs(doc, inpatient_record)
 		if doc_name_list:
 			pending_invoices = get_pending_doc(doc, doc_name_list, pending_invoices)
 
-	if pending_invoices:
+	return pending_invoices
-		frappe.throw(_("Can not mark Inpatient Record Discharged, there are Unbilled Invoices {0}").format(", "
+
-			.join(pending_invoices)), title=_('Unbilled Invoices'))
 
 def get_pending_doc(doc, doc_name_list, pending_invoices):
 	if doc_name_list:
 		doc_ids = False
 		for doc_name in doc_name_list:
+			doc_link = get_link_to_form(doc, doc_name.name)
 			if doc_ids:
-				doc_ids += ", "+doc_name.name
+				doc_ids += ", " + doc_link
 			else:
-				doc_ids = doc_name.name
+				doc_ids = doc_link
 		if doc_ids:
-			pending_invoices.append(doc + " (" + doc_ids + ")")
+			pending_invoices[doc] =  doc_ids
 
 	return pending_invoices
 
-def get_inpatient_docs_not_invoiced(doc, inpatient_record):
+
+def get_unbilled_inpatient_docs(doc, inpatient_record):
 	return frappe.db.get_list(doc, filters = {'patient': inpatient_record.patient,
 					'inpatient_record': inpatient_record.name, 'docstatus': 1, 'invoiced': 0})
 
+
 def admit_patient(inpatient_record, service_unit, check_in, expected_discharge=None):
 	inpatient_record.admitted_datetime = check_in
 	inpatient_record.status = 'Admitted'
@@ -203,6 +241,7 @@ def admit_patient(inpatient_record, service_unit, check_in, expected_discharge=N
 	frappe.db.set_value('Patient', inpatient_record.patient, 'inpatient_status', 'Admitted')
 	frappe.db.set_value('Patient', inpatient_record.patient, 'inpatient_record', inpatient_record.name)
 
+
 def transfer_patient(inpatient_record, service_unit, check_in):
 	item_line = inpatient_record.append('inpatient_occupancies', {})
 	item_line.service_unit = service_unit
@@ -212,6 +251,7 @@ def transfer_patient(inpatient_record, service_unit, check_in):
 
 	frappe.db.set_value("Healthcare Service Unit", service_unit, "occupancy_status", "Occupied")
 
+
 def patient_leave_service_unit(inpatient_record, check_out, leave_from):
 	if inpatient_record.inpatient_occupancies:
 		for inpatient_occupancy in inpatient_record.inpatient_occupancies:
@@ -221,6 +261,7 @@ def patient_leave_service_unit(inpatient_record, check_out, leave_from):
 				frappe.db.set_value("Healthcare Service Unit", inpatient_occupancy.service_unit, "occupancy_status", "Vacant")
 	inpatient_record.save(ignore_permissions = True)
 
+
 @frappe.whitelist()
 @frappe.validate_and_sanitize_search_inputs
 def get_leave_from(doctype, txt, searchfield, start, page_len, filters):

erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py

@@ -8,6 +8,8 @@ import unittest
 from frappe.utils import now_datetime, today
 from frappe.utils.make_random import get_random
 from erpnext.healthcare.doctype.inpatient_record.inpatient_record import admit_patient, discharge_patient, schedule_discharge
+from erpnext.healthcare.doctype.lab_test.test_lab_test import create_patient_encounter
+from erpnext.healthcare.utils import get_encounters_to_invoice
 
 class TestInpatientRecord(unittest.TestCase):
 	def test_admit_and_discharge(self):
@@ -40,6 +42,60 @@ class TestInpatientRecord(unittest.TestCase):
 		self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_record"))
 		self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_status"))
 
+	def test_allow_discharge_despite_unbilled_services(self):
+		frappe.db.sql("""delete from `tabInpatient Record`""")
+		setup_inpatient_settings(key="allow_discharge_despite_unbilled_services", value=1)
+		patient = create_patient()
+		# Schedule Admission
+		ip_record = create_inpatient(patient)
+		ip_record.expected_length_of_stay = 0
+		ip_record.save(ignore_permissions = True)
+
+		# Admit
+		service_unit = get_healthcare_service_unit()
+		admit_patient(ip_record, service_unit, now_datetime())
+
+		# Discharge
+		schedule_discharge(frappe.as_json({"patient": patient}))
+		self.assertEqual("Vacant", frappe.db.get_value("Healthcare Service Unit", service_unit, "occupancy_status"))
+
+		ip_record = frappe.get_doc("Inpatient Record", ip_record.name)
+		# Should not validate Pending Invoices
+		ip_record.discharge()
+
+		self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_record"))
+		self.assertEqual(None, frappe.db.get_value("Patient", patient, "inpatient_status"))
+
+		setup_inpatient_settings(key="allow_discharge_despite_unbilled_services", value=0)
+
+	def test_do_not_bill_patient_encounters_for_inpatients(self):
+		frappe.db.sql("""delete from `tabInpatient Record`""")
+		setup_inpatient_settings(key="do_not_bill_inpatient_encounters", value=1)
+		patient = create_patient()
+		# Schedule Admission
+		ip_record = create_inpatient(patient)
+		ip_record.expected_length_of_stay = 0
+		ip_record.save(ignore_permissions = True)
+
+		# Admit
+		service_unit = get_healthcare_service_unit()
+		admit_patient(ip_record, service_unit, now_datetime())
+
+		# Patient Encounter
+		patient_encounter = create_patient_encounter()
+		encounters = get_encounters_to_invoice(patient, "_Test Company")
+		encounter_ids = [entry.reference_name for entry in encounters]
+		self.assertFalse(patient_encounter.name in encounter_ids)
+
+		# Discharge
+		schedule_discharge(frappe.as_json({"patient": patient}))
+		self.assertEqual("Vacant", frappe.db.get_value("Healthcare Service Unit", service_unit, "occupancy_status"))
+
+		ip_record = frappe.get_doc("Inpatient Record", ip_record.name)
+		mark_invoiced_inpatient_occupancy(ip_record)
+		discharge_patient(ip_record)
+		setup_inpatient_settings(key="do_not_bill_inpatient_encounters", value=0)
+
 	def test_validate_overlap_admission(self):
 		frappe.db.sql("""delete from `tabInpatient Record`""")
 		patient = create_patient()
@@ -63,6 +119,13 @@ def mark_invoiced_inpatient_occupancy(ip_record):
 			inpatient_occupancy.invoiced = 1
 		ip_record.save(ignore_permissions = True)
 
+
+def setup_inpatient_settings(key, value):
+	settings = frappe.get_single("Healthcare Settings")
+	settings.set(key, value)
+	settings.save()
+
+
 def create_inpatient(patient):
 	patient_obj = frappe.get_doc('Patient', patient)
 	inpatient_record = frappe.new_doc('Inpatient Record')
@@ -78,6 +141,7 @@ def create_inpatient(patient):
 	inpatient_record.scheduled_date = today()
 	return inpatient_record
 
+
 def get_healthcare_service_unit():
 	service_unit = get_random("Healthcare Service Unit", filters={"inpatient_occupancy": 1})
 	if not service_unit:
@@ -105,6 +169,7 @@ def get_healthcare_service_unit():
 		return service_unit.name
 	return service_unit
 
+
 def get_service_unit_type():
 	service_unit_type = get_random("Healthcare Service Unit Type", filters={"inpatient_occupancy": 1})
 
@@ -116,6 +181,7 @@ def get_service_unit_type():
 		return service_unit_type.name
 	return service_unit_type
 
+
 def create_patient():
 	patient = frappe.db.exists('Patient', '_Test IPD Patient')
 	if not patient:

erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py

@@ -23,8 +23,10 @@ class TestPatientAppointment(unittest.TestCase):
 		self.assertEquals(appointment.status, 'Open')
 		appointment = create_appointment(patient, practitioner, add_days(nowdate(), 2))
 		self.assertEquals(appointment.status, 'Scheduled')
-		create_encounter(appointment)
+		encounter = create_encounter(appointment)
 		self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed')
+		encounter.cancel()
+		self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Open')
 
 	def test_start_encounter(self):
 		patient, medical_department, practitioner = create_healthcare_docs()

erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py

@@ -5,10 +5,10 @@ from __future__ import unicode_literals
 
 import frappe
 import unittest
-from frappe.utils import getdate, flt
+from frappe.utils import getdate, flt, nowdate
 from erpnext.healthcare.doctype.therapy_type.test_therapy_type import create_therapy_type
 from erpnext.healthcare.doctype.therapy_plan.therapy_plan import make_therapy_session, make_sales_invoice
-from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient
+from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_patient, create_appointment
 
 class TestTherapyPlan(unittest.TestCase):
 	def test_creation_on_encounter_submission(self):
@@ -28,6 +28,15 @@ class TestTherapyPlan(unittest.TestCase):
 		frappe.get_doc(session).submit()
 		self.assertEquals(frappe.db.get_value('Therapy Plan', plan.name, 'status'), 'Completed')
 
+		patient, medical_department, practitioner = create_healthcare_docs()
+		appointment = create_appointment(patient, practitioner, nowdate())		
+		session = make_therapy_session(plan.name, plan.patient, 'Basic Rehab', '_Test Company', appointment.name)
+		session = frappe.get_doc(session)
+		session.submit()
+		self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed')
+		session.cancel()
+		self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Open')
+
 	def test_therapy_plan_from_template(self):
 		patient = create_patient()
 		template = create_therapy_plan_template()

erpnext/healthcare/doctype/therapy_plan/therapy_plan.py

@@ -47,7 +47,7 @@ class TherapyPlan(Document):
 
 
 @frappe.whitelist()
-def make_therapy_session(therapy_plan, patient, therapy_type, company):
+def make_therapy_session(therapy_plan, patient, therapy_type, company, appointment=None):
 	therapy_type = frappe.get_doc('Therapy Type', therapy_type)
 
 	therapy_session = frappe.new_doc('Therapy Session')
@@ -58,6 +58,7 @@ def make_therapy_session(therapy_plan, patient, therapy_type, company):
 	therapy_session.duration = therapy_type.default_duration
 	therapy_session.rate = therapy_type.rate
 	therapy_session.exercises = therapy_type.exercises
+	therapy_session.appointment = appointment
 
 	if frappe.flags.in_test:
 		therapy_session.start_date = today()

erpnext/healthcare/doctype/therapy_session/therapy_session.js

@@ -19,6 +19,15 @@ frappe.ui.form.on('Therapy Session', {
 				}
 			};
 		});
+
+		frm.set_query('appointment', function() {
+
+			return {
+				filters: {
+					'status': ['in', ['Open', 'Scheduled']]
+				}
+			};
+		});
 	},
 
 	refresh: function(frm) {

erpnext/healthcare/doctype/therapy_session/therapy_session.py

@@ -43,7 +43,14 @@ class TherapySession(Document):
 		self.update_sessions_count_in_therapy_plan()
 		insert_session_medical_record(self)
 
+	def on_update(self):
+		if self.appointment:
+			frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Closed')
+
 	def on_cancel(self):
+		if self.appointment:
+			frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Open')
+
 		self.update_sessions_count_in_therapy_plan(on_cancel=True)
 
 	def update_sessions_count_in_therapy_plan(self, on_cancel=False):

erpnext/healthcare/utils.py

@@ -77,11 +77,13 @@ def get_appointments_to_invoice(patient, company):
 
 
 def get_encounters_to_invoice(patient, company):
+	if not isinstance(patient, str):
+		patient = patient.name
 	encounters_to_invoice = []
 	encounters = frappe.get_list(
 		'Patient Encounter',
 		fields=['*'],
-		filters={'patient': patient.name, 'company': company, 'invoiced': False, 'docstatus': 1}
+		filters={'patient': patient, 'company': company, 'invoiced': False, 'docstatus': 1}
 	)
 	if encounters:
 		for encounter in encounters:
@@ -90,6 +92,10 @@ def get_encounters_to_invoice(patient, company):
 				income_account = None
 				service_item = None
 				if encounter.practitioner:
+					if encounter.inpatient_record and \
+						frappe.db.get_single_value('Healthcare Settings', 'do_not_bill_inpatient_encounters'):
+						continue
+
 					service_item, practitioner_charge = get_service_item_and_practitioner_charge(encounter)
 					income_account = get_income_account(encounter.practitioner, encounter.company)
 

erpnext/hr/doctype/employee/employee.json

@@ -813,7 +813,7 @@
  "idx": 24,
  "image_field": "image",
  "links": [],
- "modified": "2020-10-16 15:02:04.283657",
+ "modified": "2021-01-01 16:54:33.477439",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "Employee",
@@ -855,7 +855,6 @@
    "write": 1
   }
  ],
- "quick_entry": 1,
  "search_fields": "employee_name",
  "show_name_in_global_search": 1,
  "sort_field": "modified",

erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py

@@ -38,7 +38,8 @@ class TestEmployeeOnboarding(unittest.TestCase):
 		onboarding.insert()
 		onboarding.submit()
 
-		self.assertEqual(onboarding.project, 'Employee Onboarding : Test Researcher - test@researcher.com')
+		project_name = frappe.db.get_value("Project", onboarding.project, "project_name")
+		self.assertEqual(project_name, 'Employee Onboarding : Test Researcher - test@researcher.com')
 
 		# don't allow making employee if onboarding is not complete
 		self.assertRaises(IncompleteTaskError, make_employee, onboarding.name)

erpnext/hr/doctype/expense_claim/expense_claim.js

@@ -2,11 +2,21 @@
 // License: GNU General Public License v3. See license.txt
 
 frappe.provide("erpnext.hr");
+frappe.provide("erpnext.accounts.dimensions");
 
-erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({
+frappe.ui.form.on('Expense Claim', {
-	expense_type: function(doc, cdt, cdn) {
+	onload: function(frm) {
+		erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
+	},
+	company: function(frm) {
+		erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
+	},
+});
+
+frappe.ui.form.on('Expense Claim Detail', {
+	expense_type: function(frm, cdt, cdn) {
 		var d = locals[cdt][cdn];
-		if(!doc.company) {
+		if (!frm.doc.company) {
 			d.expense_type = "";
 			frappe.msgprint(__("Please set the Company"));
 			this.frm.refresh_fields();
@@ -20,7 +30,7 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({
 			method: "erpnext.hr.doctype.expense_claim.expense_claim.get_expense_claim_account_and_cost_center",
 			args: {
 				"expense_claim_type": d.expense_type,
-				"company": doc.company
+				"company": frm.doc.company
 			},
 			callback: function(r) {
 				if (r.message) {
@@ -32,8 +42,6 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({
 	}
 });
 
-$.extend(cur_frm.cscript, new erpnext.hr.ExpenseClaimController({frm: cur_frm}));
-
 cur_frm.add_fetch('employee', 'company', 'company');
 cur_frm.add_fetch('employee','employee_name','employee_name');
 cur_frm.add_fetch('expense_type','description','description');
@@ -167,15 +175,6 @@ frappe.ui.form.on("Expense Claim", {
 			};
 		});
 
-		frm.set_query("cost_center", "expenses", function() {
-			return {
-				filters: {
-					"company": frm.doc.company,
-					"is_group": 0
-				}
-			};
-		});
-
 		frm.set_query("payable_account", function() {
 			return {
 				filters: {

erpnext/hr/doctype/expense_claim/test_expense_claim.py

@@ -20,35 +20,36 @@ class TestExpenseClaim(unittest.TestCase):
 		frappe.db.sql("""delete from `tabProject` where name = "_Test Project 1" """)
 		frappe.db.sql("update `tabExpense Claim` set project = '', task = ''")
 
-		frappe.get_doc({
+		project = frappe.get_doc({
 			"project_name": "_Test Project 1",
 			"doctype": "Project"
-		}).save()
+		})
+		project.save()
 
 		task = frappe.get_doc(dict(
 			doctype = 'Task',
 			subject = '_Test Project Task 1',
 			status = 'Open',
-			project = '_Test Project 1'
+			project = project.name
 		)).insert()
 
 		task_name = task.name
 		payable_account = get_payable_account(company_name)
 
-		make_expense_claim(payable_account, 300, 200, company_name, "Travel Expenses - _TC4", "_Test Project 1", task_name)
+		make_expense_claim(payable_account, 300, 200, company_name, "Travel Expenses - _TC4", project.name, task_name)
 
 		self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200)
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 200)
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 200)
 
-		expense_claim2 = make_expense_claim(payable_account, 600, 500, company_name, "Travel Expenses - _TC4","_Test Project 1", task_name)
+		expense_claim2 = make_expense_claim(payable_account, 600, 500, company_name, "Travel Expenses - _TC4", project.name, task_name)
 
 		self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 700)
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 700)
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 700)
 
 		expense_claim2.cancel()
 
 		self.assertEqual(frappe.db.get_value("Task", task_name, "total_expense_claim"), 200)
-		self.assertEqual(frappe.db.get_value("Project", "_Test Project 1", "total_expense_claim"), 200)
+		self.assertEqual(frappe.db.get_value("Project", project.name, "total_expense_claim"), 200)
 
 	def test_expense_claim_status(self):
 		payable_account = get_payable_account(company_name)

erpnext/hr/doctype/job_applicant/job_applicant.json

@@ -11,15 +11,24 @@
  "field_order": [
   "applicant_name",
   "email_id",
+  "phone_number",
+  "country",
   "status",
   "column_break_3",
   "job_title",
   "source",
   "source_name",
+  "applicant_rating",
   "section_break_6",
   "notes",
   "cover_letter",
-  "resume_attachment"
+  "resume_attachment",
+  "resume_link",
+  "section_break_16",
+  "currency",
+  "column_break_18",
+  "lower_range",
+  "upper_range"
  ],
  "fields": [
   {
@@ -91,12 +100,65 @@
    "fieldtype": "Data",
    "label": "Notes",
    "read_only": 1
+  },
+  {
+   "fieldname": "phone_number",
+   "fieldtype": "Data",
+   "label": "Phone Number",
+   "options": "Phone"
+  },
+  {
+   "fieldname": "country",
+   "fieldtype": "Link",
+   "label": "Country",
+   "options": "Country"
+  },
+  {
+   "fieldname": "resume_link",
+   "fieldtype": "Data",
+   "label": "Resume Link"
+  },
+  {
+   "fieldname": "applicant_rating",
+   "fieldtype": "Rating",
+   "in_list_view": 1,
+   "label": "Applicant Rating"
+  },
+  {
+   "fieldname": "section_break_16",
+   "fieldtype": "Section Break",
+   "label": "Salary Expectation"
+  },
+  {
+   "fieldname": "lower_range",
+   "fieldtype": "Currency",
+   "label": "Lower Range",
+   "options": "currency",
+   "precision": "0"
+  },
+  {
+   "fieldname": "upper_range",
+   "fieldtype": "Currency",
+   "label": "Upper Range",
+   "options": "currency",
+   "precision": "0"
+  },
+  {
+   "fieldname": "column_break_18",
+   "fieldtype": "Column Break"
+  },
+  {
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "label": "Currency",
+   "options": "Currency"
   }
  ],
  "icon": "fa fa-user",
  "idx": 1,
+ "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2020-01-13 16:19:39.113330",
+ "modified": "2020-09-18 12:39:02.557563",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "Job Applicant",

erpnext/hr/doctype/job_opening/job_opening.json

@@ -1,456 +1,188 @@
 {
- "allow_copy": 0, 
+ "actions": [],
- "allow_guest_to_view": 0, 
- "allow_import": 0, 
- "allow_rename": 0, 
  "autoname": "field:route",
- "beta": 0, 
  "creation": "2013-01-15 16:13:36",
- "custom": 0, 
  "description": "Description of a Job Opening",
- "docstatus": 0, 
  "doctype": "DocType",
  "document_type": "Document",
- "editable_grid": 0, 
  "engine": "InnoDB",
+ "field_order": [
+  "job_title",
+  "company",
+  "status",
+  "column_break_5",
+  "designation",
+  "department",
+  "staffing_plan",
+  "planned_vacancies",
+  "section_break_6",
+  "publish",
+  "route",
+  "column_break_12",
+  "job_application_route",
+  "section_break_14",
+  "description",
+  "section_break_16",
+  "currency",
+  "lower_range",
+  "upper_range",
+  "column_break_20",
+  "publish_salary_range"
+ ],
  "fields": [
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "job_title",
    "fieldtype": "Data",
-   "hidden": 0, 
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
    "in_list_view": 1,
-   "in_standard_filter": 0, 
    "label": "Job Title",
-   "length": 0, 
+   "reqd": 1
-   "no_copy": 0, 
-   "permlevel": 0, 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "company",
    "fieldtype": "Link",
-   "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": "Company",
-   "length": 0, 
-   "no_copy": 0, 
    "options": "Company",
-   "permlevel": 0, 
+   "reqd": 1
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "status",
    "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": 1,
    "label": "Status",
-   "length": 0, 
+   "options": "Open\nClosed"
-   "no_copy": 0, 
-   "options": "Open\nClosed", 
-   "permlevel": 0, 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "column_break_5",
-   "fieldtype": "Column Break", 
+   "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, 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "designation",
    "fieldtype": "Link",
-   "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": "Designation",
-   "length": 0, 
-   "no_copy": 0, 
    "options": "Designation",
-   "permlevel": 0, 
+   "reqd": 1
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "department",
    "fieldtype": "Link",
-   "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": "Department",
-   "length": 0, 
+   "options": "Department"
-   "no_copy": 0, 
-   "options": "Department", 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "staffing_plan",
    "fieldtype": "Link",
-   "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": "Staffing Plan",
-   "length": 0, 
-   "no_copy": 0, 
    "options": "Staffing Plan",
-   "permlevel": 0, 
+   "read_only": 1
-   "precision": "", 
-   "print_hide": 0, 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "depends_on": "staffing_plan",
    "fieldname": "planned_vacancies",
    "fieldtype": "Int",
-   "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": "Planned number of Positions",
-   "length": 0, 
+   "read_only": 1
-   "no_copy": 0, 
-   "permlevel": 0, 
-   "precision": "", 
-   "print_hide": 0, 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "section_break_6",
-   "fieldtype": "Section Break", 
+   "fieldtype": "Section 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, 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
+   "default": "0",
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "fieldname": "publish",
    "fieldtype": "Check",
-   "hidden": 0, 
+   "label": "Publish on website"
-   "ignore_user_permissions": 0, 
-   "ignore_xss_filter": 0, 
-   "in_filter": 0, 
-   "in_global_search": 0, 
-   "in_list_view": 0, 
-   "in_standard_filter": 0, 
-   "label": "Publish on website", 
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "depends_on": "publish",
    "fieldname": "route",
    "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": "Route",
-   "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
   },
   {
-   "allow_bulk_edit": 0, 
-   "allow_on_submit": 0, 
-   "bold": 0, 
-   "collapsible": 0, 
-   "columns": 0, 
    "description": "Job profile, qualifications required etc.",
    "fieldname": "description",
    "fieldtype": "Text Editor",
-   "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": "Description"
-   "label": "Description", 
+  },
-   "length": 0, 
+  {
-   "no_copy": 0, 
+   "fieldname": "column_break_12",
-   "permlevel": 0, 
+   "fieldtype": "Column Break"
-   "print_hide": 0, 
+  },
-   "print_hide_if_no_value": 0, 
+  {
-   "read_only": 0, 
+   "fieldname": "section_break_14",
-   "remember_last_selected_value": 0, 
+   "fieldtype": "Section Break"
-   "report_hide": 0, 
+  },
-   "reqd": 0, 
+  {
-   "search_index": 0, 
+   "collapsible": 1,
-   "set_only_once": 0, 
+   "fieldname": "section_break_16",
-   "translatable": 0, 
+   "fieldtype": "Section Break"
-   "unique": 0
+  },
+  {
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "label": "Currency",
+   "options": "Currency"
+  },
+  {
+   "fieldname": "lower_range",
+   "fieldtype": "Currency",
+   "label": "Lower Range",
+   "options": "currency",
+   "precision": "0"
+  },
+  {
+   "fieldname": "upper_range",
+   "fieldtype": "Currency",
+   "label": "Upper Range",
+   "options": "currency",
+   "precision": "0"
+  },
+  {
+   "fieldname": "column_break_20",
+   "fieldtype": "Column Break"
+  },
+  {
+   "depends_on": "publish",
+   "description": "Route to the custom Job Application Webform",
+   "fieldname": "job_application_route",
+   "fieldtype": "Data",
+   "label": "Job Application Route"
+  },
+  {
+   "default": "0",
+   "fieldname": "publish_salary_range",
+   "fieldtype": "Check",
+   "label": "Publish Salary Range"
   }
  ],
- "has_web_view": 0, 
- "hide_heading": 0, 
- "hide_toolbar": 0, 
  "icon": "fa fa-bookmark",
  "idx": 1,
- "image_view": 0, 
+ "links": [],
- "in_create": 0, 
+ "modified": "2020-09-18 11:23:29.488923",
- "is_submittable": 0, 
- "issingle": 0, 
- "istable": 0, 
- "max_attachments": 0, 
- "modified": "2018-05-20 15:38:44.705823", 
  "modified_by": "Administrator",
  "module": "HR",
  "name": "Job Opening",
  "owner": "Administrator",
  "permissions": [
   {
-   "amend": 0, 
-   "cancel": 0, 
    "create": 1,
    "delete": 1,
    "email": 1,
-   "export": 0, 
-   "if_owner": 0, 
-   "import": 0, 
-   "permlevel": 0, 
    "print": 1,
    "read": 1,
    "report": 1,
    "role": "HR User",
-   "set_user_permissions": 0, 
    "share": 1,
-   "submit": 0, 
    "write": 1
   },
   {
-   "amend": 0, 
-   "cancel": 0, 
-   "create": 0, 
-   "delete": 0, 
-   "email": 0, 
-   "export": 0, 
-   "if_owner": 0, 
-   "import": 0, 
-   "permlevel": 0, 
-   "print": 0, 
    "read": 1,
-   "report": 0, 
+   "role": "Guest"
-   "role": "Guest", 
-   "set_user_permissions": 0, 
-   "share": 0, 
-   "submit": 0, 
-   "write": 0
   }
  ],
- "quick_entry": 0, 
+ "sort_field": "modified",
- "read_only": 0, 
+ "sort_order": "ASC"
- "read_only_onload": 0, 
- "show_name_in_global_search": 0, 
- "sort_order": "ASC", 
- "track_changes": 0, 
- "track_seen": 0
 }

erpnext/hr/doctype/job_opening/job_opening.py

@@ -43,9 +43,8 @@ class JobOpening(WebsiteGenerator):
 			current_count = designation_counts['employee_count'] + designation_counts['job_openings']
 
 			if self.planned_vacancies <= current_count:
-				frappe.throw(_("Job Openings for designation {0} already open \
+				frappe.throw(_("Job Openings for designation {0} already open or hiring completed as per Staffing Plan {1}").format(
-					or hiring completed as per Staffing Plan {1}"
+					self.designation, self.staffing_plan))
-					.format(self.designation, self.staffing_plan)))
 
 	def get_context(self, context):
 		context.parents = [{'route': 'jobs', 'title': _('All Jobs') }]
@@ -56,7 +55,8 @@ def get_list_context(context):
 	context.get_list = get_job_openings
 
 def get_job_openings(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by=None):
-	fields = ['name', 'status', 'job_title', 'description']
+	fields = ['name', 'status', 'job_title', 'description', 'publish_salary_range',
+				'lower_range', 'upper_range', 'currency', 'job_application_route']
 
 	filters = filters or {}
 	filters.update({

erpnext/hr/doctype/job_opening/templates/job_opening_row.html

@@ -1,9 +1,18 @@
 <div class="my-5">
 	<h3>{{ doc.job_title }}</h3>
 	<p>{{ doc.description }}</p>
+	{%- if doc.publish_salary_range -%} 
+	<p><b>{{_("Salary range per month")}}: </b>{{ frappe.format_value(frappe.utils.flt(doc.lower_range), currency=doc.currency) }} - {{ frappe.format_value(frappe.utils.flt(doc.upper_range), currency=doc.currency) }}</p>
+	{% endif %}
 	<div>
-		<a class="btn btn-primary"
+		{%- if doc.job_application_route -%}
-		href="/job_application?new=1&job_title={{ doc.name }}">
+		<a class='btn btn-primary' 
+		href='/{{doc.job_application_route}}?new=1&job_title={{ doc.name }}'>
 		{{ _("Apply Now") }}</a>
+		{% else %}
+		<a class='btn btn-primary' 
+		href='/job_application?new=1&job_title={{ doc.name }}'>
+		{{ _("Apply Now") }}</a>
+		{% endif %}
 	</div>
 </div>

erpnext/hr/doctype/leave_allocation/leave_allocation.json

@@ -11,6 +11,7 @@
   "employee",
   "employee_name",
   "department",
+  "company",
   "column_break1",
   "leave_type",
   "from_date",
@@ -219,6 +220,15 @@
    "label": "Leave Policy Assignment",
    "options": "Leave Policy Assignment",
    "read_only": 1
+  },
+  {
+   "fetch_from": "employee.company",
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "label": "Company",
+   "options": "Company",
+   "read_only": 1,
+   "reqd": 1
   }
  ],
  "icon": "fa fa-ok",
@@ -226,7 +236,7 @@
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-08-20 14:25:10.314323",
+ "modified": "2021-01-04 18:46:13.184104",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "Leave Allocation",

erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json

@@ -1,4 +1,5 @@
 {
+ "actions": [],
  "creation": "2019-05-09 15:47:39.760406",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -8,6 +9,7 @@
   "leave_type",
   "transaction_type",
   "transaction_name",
+  "company",
   "leaves",
   "column_break_7",
   "from_date",
@@ -106,12 +108,22 @@
    "fieldtype": "Link",
    "label": "Holiday List",
    "options": "Holiday List"
+  },
+  {
+   "fetch_from": "employee.company",
+   "fieldname": "company",
+   "fieldtype": "Link",
+   "label": "Company",
+   "options": "Company",
+   "read_only": 1,
+   "reqd": 1
   }
  ],
  "in_create": 1,
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
- "modified": "2020-09-04 12:16:36.569066",
+ "links": [],
+ "modified": "2021-01-04 18:47:45.146652",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "Leave Ledger Entry",

erpnext/hr/web_form/job_application/job_application.json

@@ -8,6 +8,8 @@
  "allow_print": 0,
  "amount": 0.0,
  "amount_based_on_field": 0,
+ "apply_document_permissions": 0,
+ "client_script": "frappe.web_form.on('resume_link', (field, value) => {\n    if (!frappe.utils.is_url(value)) {\n        frappe.msgprint(__('Resume link not valid'));\n    }\n});\n",
  "creation": "2016-09-10 02:53:16.598314",
  "doc_type": "Job Applicant",
  "docstatus": 0,
@@ -17,13 +19,16 @@
  "is_standard": 1,
  "login_required": 0,
  "max_attachment_size": 0,
- "modified": "2016-12-20 00:21:44.081622", 
+ "modified": "2020-10-07 19:27:17.143355",
  "modified_by": "Administrator",
  "module": "HR",
  "name": "job-application",
  "owner": "Administrator",
  "published": 1,
  "route": "job_application",
+ "route_to_success_link": 0,
+ "show_attachments": 0,
+ "show_in_grid": 0,
  "show_sidebar": 1,
  "sidebar_items": [],
  "success_message": "Thank you for applying.",
@@ -31,6 +36,7 @@
  "title": "Job Application",
  "web_form_fields": [
   {
+   "allow_read_on_all_link_options": 0,
    "fieldname": "job_title",
    "fieldtype": "Data",
    "hidden": 0,
@@ -39,9 +45,11 @@
    "max_value": 0,
    "options": "",
    "read_only": 1,
-   "reqd": 0
+   "reqd": 0,
+   "show_in_filter": 0
   },
   {
+   "allow_read_on_all_link_options": 0,
    "fieldname": "applicant_name",
    "fieldtype": "Data",
    "hidden": 0,
@@ -49,9 +57,11 @@
    "max_length": 0,
    "max_value": 0,
    "read_only": 0,
-   "reqd": 1
+   "reqd": 1,
+   "show_in_filter": 0
   },
   {
+   "allow_read_on_all_link_options": 0,
    "fieldname": "email_id",
    "fieldtype": "Data",
    "hidden": 0,
@@ -60,9 +70,37 @@
    "max_value": 0,
    "options": "Email",
    "read_only": 0,
-   "reqd": 1
+   "reqd": 1,
+   "show_in_filter": 0
   },
   {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "phone_number",
+   "fieldtype": "Data",
+   "hidden": 0,
+   "label": "Phone Number",
+   "max_length": 0,
+   "max_value": 0,
+   "options": "Phone",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "country",
+   "fieldtype": "Link",
+   "hidden": 0,
+   "label": "Country of Residence",
+   "max_length": 0,
+   "max_value": 0,
+   "options": "Country",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
    "fieldname": "cover_letter",
    "fieldtype": "Text",
    "hidden": 0,
@@ -70,17 +108,93 @@
    "max_length": 0,
    "max_value": 0,
    "read_only": 0,
-   "reqd": 0
+   "reqd": 0,
+   "show_in_filter": 0
   },
   {
-   "fieldname": "resume_attachment", 
+   "allow_read_on_all_link_options": 0,
-   "fieldtype": "Attach", 
+   "fieldname": "resume_link",
+   "fieldtype": "Data",
    "hidden": 0,
-   "label": "Resume Attachment", 
+   "label": "Resume Link",
    "max_length": 0,
    "max_value": 0,
    "read_only": 0,
-   "reqd": 0
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "",
+   "fieldtype": "Section Break",
+   "hidden": 0,
+   "label": "Expected Salary Range per month",
+   "max_length": 0,
+   "max_value": 0,
+   "read_only": 0,
+   "reqd": 1,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "currency",
+   "fieldtype": "Link",
+   "hidden": 0,
+   "label": "Currency",
+   "max_length": 0,
+   "max_value": 0,
+   "options": "Currency",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "",
+   "fieldtype": "Column Break",
+   "hidden": 0,
+   "max_length": 0,
+   "max_value": 0,
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "lower_range",
+   "fieldtype": "Currency",
+   "hidden": 0,
+   "label": "Lower Range",
+   "max_length": 0,
+   "max_value": 0,
+   "options": "currency",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "",
+   "fieldtype": "Column Break",
+   "hidden": 0,
+   "max_length": 0,
+   "max_value": 0,
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
+  },
+  {
+   "allow_read_on_all_link_options": 0,
+   "fieldname": "upper_range",
+   "fieldtype": "Currency",
+   "hidden": 0,
+   "label": "Upper Range",
+   "max_length": 0,
+   "max_value": 0,
+   "options": "currency",
+   "read_only": 0,
+   "reqd": 0,
+   "show_in_filter": 0
   }
  ]
 }

erpnext/loan_management/desk_page/loan/loan.json

@@ -23,7 +23,7 @@
   {
    "hidden": 0,
    "label": "Reports",
-   "links": "[\n    {\n        \"doctype\": \"Loan Repayment\",\n        \"is_query_report\": true,\n        \"label\": \"Loan Repayment and Closure\",\n        \"name\": \"Loan Repayment and Closure\",\n        \"route\": \"#query-report/Loan Repayment and Closure\",\n        \"type\": \"report\"\n    },\n    {\n        \"doctype\": \"Loan Security Pledge\",\n        \"is_query_report\": true,\n        \"label\": \"Loan Security Status\",\n        \"name\": \"Loan Security Status\",\n        \"route\": \"#query-report/Loan Security Status\",\n        \"type\": \"report\"\n    }\n]"
+   "links": "[\n    {\n        \"doctype\": \"Loan Repayment\",\n        \"is_query_report\": true,\n        \"label\": \"Loan Repayment and Closure\",\n        \"name\": \"Loan Repayment and Closure\",\n        \"route\": \"#query-report/Loan Repayment and Closure\",\n        \"type\": \"report\"\n    },\n    {\n        \"doctype\": \"Loan Security Pledge\",\n        \"is_query_report\": true,\n        \"label\": \"Loan Security Status\",\n        \"name\": \"Loan Security Status\",\n        \"route\": \"#query-report/Loan Security Status\",\n        \"type\": \"report\"\n    },\n    {\n        \"doctype\": \"Loan Interest Accrual\",\n        \"is_query_report\": true,\n        \"label\": \"Loan Interest Report\",\n        \"name\": \"Loan Interest Report\",\n        \"route\": \"#query-report/Loan Interest Report\",\n        \"type\": \"report\"\n    },\n    {\n        \"doctype\": \"Loan Security\",\n        \"is_query_report\": true,\n        \"label\": \"Loan Security Exposure\",\n        \"name\": \"Loan Security Exposure\",\n        \"route\": \"#query-report/Loan Security Exposure\",\n        \"type\": \"report\"\n    },\n    {\n        \"doctype\": \"Loan Security\",\n        \"is_query_report\": true,\n        \"label\": \"Applicant-Wise Loan Security Exposure\",\n        \"name\": \"Applicant-Wise Loan Security Exposure\",\n        \"route\": \"#query-report/Applicant-Wise Loan Security Exposure\",\n        \"type\": \"report\"\n    }\n]"
   }
  ],
  "category": "Modules",
@@ -38,7 +38,7 @@
  "idx": 0,
  "is_standard": 1,
  "label": "Loan",
- "modified": "2020-10-17 12:59:50.336085",
+ "modified": "2021-01-17 07:21:22.092184",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan",

erpnext/loan_management/doctype/loan/loan.py

@@ -202,7 +202,9 @@ def request_loan_closure(loan, posting_date=None):
 
 	# checking greater than 0 as there may be some minor precision error
 	if pending_amount < write_off_limit:
-		# update status as loan closure requested
+		# Auto create loan write off and update status as loan closure requested
+		write_off = make_loan_write_off(loan)
+		write_off.submit()
 		frappe.db.set_value('Loan', loan, 'status', 'Loan Closure Requested')
 	else:
 		frappe.throw(_("Cannot close loan as there is an outstanding of {0}").format(pending_amount))

erpnext/loan_management/doctype/loan/test_loan.py

@@ -321,7 +321,7 @@ class TestLoan(unittest.TestCase):
 		self.assertEquals(sum(pledged_qty.values()), 0)
 
 		amounts = amounts = calculate_amounts(loan.name, add_days(last_date, 5))
-		self.assertTrue(amounts['pending_principal_amount'] < 0)
+		self.assertEqual(amounts['pending_principal_amount'], 0)
 		self.assertEquals(amounts['payable_principal_amount'], 0.0)
 		self.assertEqual(amounts['interest_amount'], 0)
 
@@ -362,6 +362,27 @@ class TestLoan(unittest.TestCase):
 		unpledge_request.load_from_db()
 		self.assertEqual(unpledge_request.docstatus, 1)
 
+	def test_santined_loan_security_unpledge(self):
+		pledge = [{
+			"loan_security": "Test Security 1",
+			"qty": 4000.00
+		}]
+
+		loan_application = create_loan_application('_Test Company', self.applicant2, 'Demand Loan', pledge)
+		create_pledge(loan_application)
+
+		loan = create_demand_loan(self.applicant2, "Demand Loan", loan_application, posting_date='2019-10-01')
+		loan.submit()
+
+		self.assertEquals(loan.loan_amount, 1000000)
+
+		unpledge_map = {'Test Security 1': 4000}
+		unpledge_request = unpledge_security(loan=loan.name, security_map = unpledge_map, save=1)
+		unpledge_request.submit()
+		unpledge_request.status = 'Approved'
+		unpledge_request.save()
+		unpledge_request.submit()
+
 	def test_disbursal_check_with_shortfall(self):
 		pledges = [{
 			"loan_security": "Test Security 2",
@@ -452,7 +473,7 @@ class TestLoan(unittest.TestCase):
 		self.assertEquals(loan.status, "Loan Closure Requested")
 
 		amounts = calculate_amounts(loan.name, add_days(last_date, 5))
-		self.assertTrue(amounts['pending_principal_amount'] < 0.0)
+		self.assertEqual(amounts['pending_principal_amount'], 0.0)
 
 	def test_partial_unaccrued_interest_payment(self):
 		pledge = [{

erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json

@@ -22,6 +22,7 @@
   "paid_principal_amount",
   "column_break_14",
   "interest_amount",
+  "total_pending_interest_amount",
   "paid_interest_amount",
   "penalty_amount",
   "section_break_15",
@@ -172,13 +173,19 @@
    "hidden": 1,
    "label": "Last Accrual Date",
    "read_only": 1
+  },
+  {
+   "fieldname": "total_pending_interest_amount",
+   "fieldtype": "Currency",
+   "label": "Total Pending Interest Amount",
+   "options": "Company:company:default_currency"
   }
  ],
  "in_create": 1,
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-11-07 05:49:25.448875",
+ "modified": "2021-01-10 00:15:21.544140",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan Interest Accrual",

erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py

@@ -100,6 +100,8 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i
 	interest_per_day = get_per_day_interest(pending_principal_amount, loan.rate_of_interest, posting_date)
 	payable_interest = interest_per_day * no_of_days
 
+	pending_amounts = calculate_amounts(loan.name, posting_date, payment_type='Loan Closure')
+
 	args = frappe._dict({
 		'loan': loan.name,
 		'applicant_type': loan.applicant_type,
@@ -108,7 +110,8 @@ def calculate_accrual_amount_for_demand_loans(loan, posting_date, process_loan_i
 		'loan_account': loan.loan_account,
 		'pending_principal_amount': pending_principal_amount,
 		'interest_amount': payable_interest,
-		'penalty_amount': calculate_amounts(loan.name, posting_date)['penalty_amount'],
+		'total_pending_interest_amount': pending_amounts['interest_amount'],
+		'penalty_amount': pending_amounts['penalty_amount'],
 		'process_loan_interest': process_loan_interest,
 		'posting_date': posting_date,
 		'accrual_type': accrual_type
@@ -202,6 +205,7 @@ def make_loan_interest_accrual_entry(args):
 	loan_interest_accrual.loan_account = args.loan_account
 	loan_interest_accrual.pending_principal_amount = flt(args.pending_principal_amount, precision)
 	loan_interest_accrual.interest_amount = flt(args.interest_amount, precision)
+	loan_interest_accrual.total_pending_interest_amount = flt(args.total_pending_interest_amount, precision)
 	loan_interest_accrual.penalty_amount = flt(args.penalty_amount, precision)
 	loan_interest_accrual.posting_date = args.posting_date or nowdate()
 	loan_interest_accrual.process_loan_interest_accrual = args.process_loan_interest

erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py

@@ -37,10 +37,8 @@ class TestLoanInterestAccrual(unittest.TestCase):
 
 		loan_application = create_loan_application('_Test Company', self.applicant, 'Demand Loan', pledge)
 		create_pledge(loan_application)
-
 		loan = create_demand_loan(self.applicant, "Demand Loan", loan_application,
 			posting_date=get_first_day(nowdate()))
-
 		loan.submit()
 
 		first_date = '2019-10-01'
@@ -50,11 +48,46 @@ class TestLoanInterestAccrual(unittest.TestCase):
 
 		accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
 			/ (days_in_year(get_datetime(first_date).year) * 100)
-
 		make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
-
 		process_loan_interest_accrual_for_demand_loans(posting_date=last_date)
-
 		loan_interest_accural = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name})
 
 		self.assertEquals(flt(loan_interest_accural.interest_amount, 0), flt(accrued_interest_amount, 0))
+
+	def test_accumulated_amounts(self):
+		pledge = [{
+			"loan_security": "Test Security 1",
+			"qty": 4000.00
+		}]
+
+		loan_application = create_loan_application('_Test Company', self.applicant, 'Demand Loan', pledge)
+		create_pledge(loan_application)
+		loan = create_demand_loan(self.applicant, "Demand Loan", loan_application,
+			posting_date=get_first_day(nowdate()))
+		loan.submit()
+
+		first_date = '2019-10-01'
+		last_date = '2019-10-30'
+
+		no_of_days = date_diff(last_date, first_date) + 1
+		accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
+			/ (days_in_year(get_datetime(first_date).year) * 100)
+		make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
+		process_loan_interest_accrual_for_demand_loans(posting_date=last_date)
+		loan_interest_accrual = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name})
+
+		self.assertEquals(flt(loan_interest_accrual.interest_amount, 0), flt(accrued_interest_amount, 0))
+
+		next_start_date = '2019-10-31'
+		next_end_date = '2019-11-29'
+
+		no_of_days = date_diff(next_end_date, next_start_date) + 1
+		process = process_loan_interest_accrual_for_demand_loans(posting_date=next_end_date)
+		new_accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
+			/ (days_in_year(get_datetime(first_date).year) * 100)
+
+		total_pending_interest_amount = flt(accrued_interest_amount + new_accrued_interest_amount, 0)
+
+		loan_interest_accrual = frappe.get_doc("Loan Interest Accrual", {'loan': loan.name,
+			'process_loan_interest_accrual': process})
+		self.assertEquals(flt(loan_interest_accrual.total_pending_interest_amount, 0), total_pending_interest_amount)

erpnext/loan_management/doctype/loan_repayment/loan_repayment.py

@@ -377,7 +377,7 @@ def get_amounts(amounts, against_loan, posting_date):
 	amounts["penalty_amount"] = flt(penalty_amount, precision)
 	amounts["payable_amount"] = flt(payable_principal_amount + total_pending_interest + penalty_amount, precision)
 	amounts["pending_accrual_entries"] = pending_accrual_entries
-	amounts["unaccrued_interest"] = unaccrued_interest
+	amounts["unaccrued_interest"] = flt(unaccrued_interest, precision)
 
 	if final_due_date:
 		amounts["due_date"] = final_due_date

erpnext/loan_management/doctype/loan_security_price/loan_security_price.json

@@ -7,6 +7,7 @@
  "engine": "InnoDB",
  "field_order": [
   "loan_security",
+  "loan_security_name",
   "loan_security_type",
   "column_break_2",
   "uom",
@@ -79,10 +80,18 @@
    "label": "Loan Security Type",
    "options": "Loan Security Type",
    "read_only": 1
+  },
+  {
+   "fetch_from": "loan_security.loan_security_name",
+   "fieldname": "loan_security_name",
+   "fieldtype": "Data",
+   "label": "Loan Security Name",
+   "read_only": 1
   }
  ],
+ "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2020-06-11 03:41:33.900340",
+ "modified": "2021-01-17 07:41:49.598086",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan Security Price",

erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py

@@ -44,10 +44,16 @@ class LoanSecurityUnpledge(Document):
 				"valid_upto": (">=", get_datetime())
 			}, as_list=1))
 
-		total_payment, principal_paid, interest_payable, written_off_amount = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
+		loan_details = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
-			'total_interest_payable', 'written_off_amount'])
+			'total_interest_payable', 'written_off_amount', 'disbursed_amount', 'status'], as_dict=1)
+
+		if loan_details.status == 'Disbursed':
+			pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \
+				- flt(loan_details.total_principal_paid) - flt(loan_details.written_off_amount)
+		else:
+			pending_principal_amount = flt(loan_details.disbursed_amount) - flt(loan_details.total_interest_payable) \
+				- flt(loan_details.total_principal_paid) - flt(loan_details.written_off_amount)
 
-		pending_principal_amount = flt(total_payment) - flt(interest_payable) - flt(principal_paid) - flt(written_off_amount)
 		security_value = 0
 		unpledge_qty_map = {}
 		ltv_ratio = 0

erpnext/loan_management/doctype/loan_type/loan_type.json

@@ -144,17 +144,17 @@
   },
   {
    "allow_on_submit": 1,
-   "description": "Pending amount that will be automatically ignored on loan closure request ",
+   "description": "Loan Write Off will be automatically created on loan closure request if pending amount is below this limit",
    "fieldname": "write_off_amount",
    "fieldtype": "Currency",
-   "label": "Write Off Amount ",
+   "label": "Auto Write Off Amount ",
    "options": "Company:company:default_currency"
   }
  ],
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2020-10-26 07:13:55.029811",
+ "modified": "2021-01-17 06:51:26.082879",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Loan Type",

erpnext/loan_management/doctype/pledge/pledge.json

@@ -6,6 +6,7 @@
  "engine": "InnoDB",
  "field_order": [
   "loan_security",
+  "loan_security_name",
   "loan_security_type",
   "loan_security_code",
   "uom",
@@ -85,11 +86,18 @@
    "label": "Post Haircut Amount",
    "options": "Company:company:default_currency",
    "read_only": 1
+  },
+  {
+   "fetch_from": "loan_security.loan_security_name",
+   "fieldname": "loan_security_name",
+   "fieldtype": "Data",
+   "label": "Loan Security Name",
+   "read_only": 1
   }
  ],
  "istable": 1,
  "links": [],
- "modified": "2020-11-05 10:07:15.424937",
+ "modified": "2021-01-17 07:41:12.452514",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Pledge",

erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json

@@ -30,7 +30,7 @@
  ],
  "is_submittable": 1,
  "links": [],
- "modified": "2020-02-01 08:14:05.845161",
+ "modified": "2021-01-17 03:59:14.494557",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Process Loan Security Shortfall",
@@ -45,7 +45,9 @@
    "read": 1,
    "report": 1,
    "role": "System Manager",
+   "select": 1,
    "share": 1,
+   "submit": 1,
    "write": 1
   },
   {
@@ -57,7 +59,9 @@
    "read": 1,
    "report": 1,
    "role": "Loan Manager",
+   "select": 1,
    "share": 1,
+   "submit": 1,
    "write": 1
   }
  ],

erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json

@@ -6,6 +6,7 @@
  "engine": "InnoDB",
  "field_order": [
   "loan_security",
+  "loan_security_name",
   "qty",
   "loan_security_price",
   "amount",
@@ -56,12 +57,19 @@
    "label": "Post Haircut Amount",
    "options": "Company:company:default_currency",
    "read_only": 1
+  },
+  {
+   "fetch_from": "loan_security.loan_security_name",
+   "fieldname": "loan_security_name",
+   "fieldtype": "Data",
+   "label": "Loan Security Name",
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2020-11-05 10:07:37.542344",
+ "modified": "2021-01-17 07:29:01.671722",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Proposed Pledge",

erpnext/loan_management/doctype/unpledge/unpledge.json

@@ -6,6 +6,7 @@
  "engine": "InnoDB",
  "field_order": [
   "loan_security",
+  "loan_security_name",
   "loan_security_type",
   "loan_security_code",
   "haircut",
@@ -61,12 +62,19 @@
    "fieldtype": "Percent",
    "label": "Haircut",
    "read_only": 1
+  },
+  {
+   "fetch_from": "loan_security.loan_security_name",
+   "fieldname": "loan_security_name",
+   "fieldtype": "Data",
+   "label": "Loan Security Name",
+   "read_only": 1
   }
  ],
  "index_web_pages_for_search": 1,
  "istable": 1,
  "links": [],
- "modified": "2020-11-05 10:07:28.106961",
+ "modified": "2021-01-17 07:36:20.212342",
  "modified_by": "Administrator",
  "module": "Loan Management",
  "name": "Unpledge",

erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js

@@ -0,0 +1,16 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Applicant-Wise Loan Security Exposure"] = {
+	"filters": [
+		{
+			"fieldname":"company",
+			"label": __("Company"),
+			"fieldtype": "Link",
+			"options": "Company",
+			"default": frappe.defaults.get_user_default("Company"),
+			"reqd": 1
+		}
+	]
+};

erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json

@@ -0,0 +1,29 @@
+{
+ "add_total_row": 0,
+ "columns": [],
+ "creation": "2021-01-15 23:48:38.913514",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-01-15 23:48:38.913514",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Applicant-Wise Loan Security Exposure",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Loan Security",
+ "report_name": "Applicant-Wise Loan Security Exposure",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "System Manager"
+  },
+  {
+   "role": "Loan Manager"
+  }
+ ]
+}

erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py

@@ -0,0 +1,123 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import erpnext
+from frappe import _
+from frappe.utils import get_datetime, flt
+from six import iteritems
+
+def execute(filters=None):
+	columns = get_columns(filters)
+	data = get_data(filters)
+	return columns, data
+
+
+def get_columns(filters):
+	columns = [
+		{"label": _("Applicant Type"), "fieldname": "applicant_type", "options": "DocType", "width": 100},
+		{"label": _("Applicant Name"), "fieldname": "applicant_name", "fieldtype": "Dynamic Link", "options": "applicant_type", "width": 150},
+		{"label": _("Loan Security"), "fieldname": "loan_security", "fieldtype": "Link", "options": "Loan Security", "width": 160},
+		{"label": _("Loan Security Code"), "fieldname": "loan_security_code", "fieldtype": "Data", "width": 100},
+		{"label": _("Loan Security Name"), "fieldname": "loan_security_name", "fieldtype": "Data", "width": 150},
+		{"label": _("Haircut"), "fieldname": "haircut", "fieldtype": "Percent", "width": 100},
+		{"label": _("Loan Security Type"), "fieldname": "loan_security_type", "fieldtype": "Link", "options": "Loan Security Type", "width": 120},
+		{"label": _("Disabled"), "fieldname": "disabled", "fieldtype": "Check", "width": 80},
+		{"label": _("Total Qty"), "fieldname": "total_qty", "fieldtype": "Float", "width": 100},
+		{"label": _("Latest Price"), "fieldname": "latest_price", "fieldtype": "Currency", "options": "currency", "width": 100},
+		{"label": _("Current Value"), "fieldname": "current_value", "fieldtype": "Currency", "options": "currency", "width": 100},
+		{"label": _("% Of Applicant Portfolio"), "fieldname": "portfolio_percent", "fieldtype": "Percentage", "width": 100},
+		{"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100},
+	]
+
+	return columns
+
+def get_data(filters):
+	data = []
+	loan_security_details = get_loan_security_details(filters)
+	pledge_values, total_value_map, applicant_type_map = get_applicant_wise_total_loan_security_qty(filters,
+		loan_security_details)
+
+	currency = erpnext.get_company_currency(filters.get('company'))
+
+	for key, qty in iteritems(pledge_values):
+		row = {}
+		current_value = flt(qty * loan_security_details.get(key[1])['latest_price'])
+		row.update(loan_security_details.get(key[1]))
+		row.update({
+			'applicant_type': applicant_type_map.get(key[0]),
+			'applicant_name': key[0],
+			'total_qty': qty,
+			'current_value': current_value,
+			'portfolio_percent': flt(current_value * 100 / total_value_map.get(key[0]), 2),
+			'currency': currency
+		})
+
+		data.append(row)
+
+	return data
+
+def get_loan_security_details(filters):
+	security_detail_map = {}
+
+	loan_security_price_map = frappe._dict(frappe.db.sql("""
+		SELECT loan_security, loan_security_price
+		FROM `tabLoan Security Price` t1
+		WHERE valid_from >= (SELECT MAX(valid_from) FROM `tabLoan Security Price` t2
+		WHERE t1.loan_security = t2.loan_security)
+	""", as_list=1))
+
+	loan_security_details = frappe.get_all('Loan Security', fields=['name as loan_security',
+		'loan_security_code', 'loan_security_name', 'haircut', 'loan_security_type',
+		'disabled'])
+
+	for security in loan_security_details:
+		security.update({'latest_price': flt(loan_security_price_map.get(security.loan_security))})
+		security_detail_map.setdefault(security.loan_security, security)
+
+	return security_detail_map
+
+def get_applicant_wise_total_loan_security_qty(filters, loan_security_details):
+	current_pledges = {}
+	total_value_map = {}
+	applicant_type_map = {}
+	applicant_wise_unpledges = {}
+	conditions = ""
+
+	if filters.get('company'):
+		conditions = "AND company = %(company)s"
+
+	unpledges = frappe.db.sql("""
+		SELECT up.applicant, u.loan_security, sum(u.qty) as qty
+		FROM `tabLoan Security Unpledge` up, `tabUnpledge` u
+		WHERE u.parent = up.name
+		AND up.status = 'Approved'
+		{conditions}
+		GROUP BY up.applicant, u.loan_security
+	""".format(conditions=conditions), filters, as_dict=1)
+
+	for unpledge in unpledges:
+		applicant_wise_unpledges.setdefault((unpledge.applicant, unpledge.loan_security), unpledge.qty)
+
+	pledges = frappe.db.sql("""
+		SELECT lp.applicant_type, lp.applicant, p.loan_security, sum(p.qty) as qty
+		FROM `tabLoan Security Pledge` lp, `tabPledge`p
+		WHERE p.parent = lp.name
+		AND lp.status = 'Pledged'
+		{conditions}
+		GROUP BY lp.applicant, p.loan_security
+	""".format(conditions=conditions), filters, as_dict=1)
+
+	for security in pledges:
+		current_pledges.setdefault((security.applicant, security.loan_security), security.qty)
+		total_value_map.setdefault(security.applicant, 0.0)
+		applicant_type_map.setdefault(security.applicant, security.applicant_type)
+
+		current_pledges[(security.applicant, security.loan_security)] -= \
+			applicant_wise_unpledges.get((security.applicant, security.loan_security), 0.0)
+
+		total_value_map[security.applicant] += current_pledges.get((security.applicant, security.loan_security)) \
+			* loan_security_details.get(security.loan_security)['latest_price']
+
+	return current_pledges, total_value_map, applicant_type_map

erpnext/loan_management/report/loan_interest_report/loan_interest_report.js

@@ -0,0 +1,16 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Loan Interest Report"] = {
+	"filters": [
+		{
+			"fieldname":"company",
+			"label": __("Company"),
+			"fieldtype": "Link",
+			"options": "Company",
+			"default": frappe.defaults.get_user_default("Company"),
+			"reqd": 1
+		}
+	]
+};

erpnext/loan_management/report/loan_interest_report/loan_interest_report.json

@@ -0,0 +1,29 @@
+{
+ "add_total_row": 1,
+ "columns": [],
+ "creation": "2021-01-10 02:03:26.742693",
+ "disable_prepared_report": 0,
+ "disabled": 0,
+ "docstatus": 0,
+ "doctype": "Report",
+ "filters": [],
+ "idx": 0,
+ "is_standard": "Yes",
+ "modified": "2021-01-10 02:03:26.742693",
+ "modified_by": "Administrator",
+ "module": "Loan Management",
+ "name": "Loan Interest Report",
+ "owner": "Administrator",
+ "prepared_report": 0,
+ "ref_doctype": "Loan Interest Accrual",
+ "report_name": "Loan Interest Report",
+ "report_type": "Script Report",
+ "roles": [
+  {
+   "role": "System Manager"
+  },
+  {
+   "role": "Loan Manager"
+  }
+ ]
+}

erpnext/loan_management/report/loan_interest_report/loan_interest_report.py

@@ -0,0 +1,124 @@
+# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import erpnext
+from frappe import _
+from frappe.utils import flt, getdate, add_days
+
+
+def execute(filters=None):
+	columns = get_columns(filters)
+	data = get_active_loan_details(filters)
+	return columns, data
+
+def get_columns(filters):
+	columns = [
+		{"label": _("Loan"), "fieldname": "loan", "fieldtype": "Link", "options": "Loan", "width": 160},
+		{"label": _("Status"), "fieldname": "status", "fieldtype": "Data", "width": 160},
+		{"label": _("Applicant Type"), "fieldname": "applicant_type", "options": "DocType", "width": 100},
+		{"label": _("Applicant Name"), "fieldname": "applicant_name", "fieldtype": "Dynamic Link", "options": "applicant_type", "width": 150},
+		{"label": _("Loan Type"), "fieldname": "loan_type", "fieldtype": "Link", "options": "Loan Type", "width": 100},
+		{"label": _("Sanctioned Amount"), "fieldname": "sanctioned_amount", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Disbursed Amount"), "fieldname": "disbursed_amount", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Penalty Amount"), "fieldname": "penalty", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Accrued Interest"), "fieldname": "accrued_interest", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Total Repayment"), "fieldname": "total_repayment", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Principal Outstanding"), "fieldname": "principal_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Interest Outstanding"), "fieldname": "interest_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Total Outstanding"), "fieldname": "total_outstanding", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Undue Booked Interest"), "fieldname": "undue_interest", "fieldtype": "Currency", "options": "currency", "width": 120},
+		{"label": _("Interest %"), "fieldname": "rate_of_interest", "fieldtype": "Percent", "width": 100},
+		{"label": _("Penalty Interest %"), "fieldname": "penalty_interest", "fieldtype": "Percent", "width": 100},
+		{"label": _("Currency"), "fieldname": "currency", "fieldtype": "Currency", "options": "Currency", "hidden": 1, "width": 100},
+	]
+
+	return columns
+
+def get_active_loan_details(filters):
+
+	filter_obj = {"status": ("!=", "Closed")}
+	if filters.get('company'):
+		filter_obj.update({'company': filters.get('company')})
+
+	loan_details = frappe.get_all("Loan",
+		fields=["name as loan", "applicant_type", "applicant as applicant_name", "loan_type",
+		"disbursed_amount", "rate_of_interest", "total_payment", "total_principal_paid",
+		"total_interest_payable", "written_off_amount", "status"],
+		filters=filter_obj)
+
+	loan_list = [d.loan for d in loan_details]
+
+	sanctioned_amount_map = get_sanctioned_amount_map()
+	penal_interest_rate_map = get_penal_interest_rate_map()
+	payments = get_payments(loan_list)
+	accrual_map = get_interest_accruals(loan_list)
+	currency = erpnext.get_company_currency(filters.get('company'))
+
+	for loan in loan_details:
+		loan.update({
+			"sanctioned_amount": flt(sanctioned_amount_map.get(loan.applicant_name)),
+			"principal_outstanding": flt(loan.total_payment) - flt(loan.total_principal_paid) \
+				- flt(loan.total_interest_payable) - flt(loan.written_off_amount),
+			"total_repayment": flt(payments.get(loan.loan)),
+			"accrued_interest": flt(accrual_map.get(loan.loan, {}).get("accrued_interest")),
+			"interest_outstanding": flt(accrual_map.get(loan.loan, {}).get("interest_outstanding")),
+			"penalty": flt(accrual_map.get(loan.loan, {}).get("penalty")),
+			"penalty_interest": penal_interest_rate_map.get(loan.loan_type),
+			"undue_interest": flt(accrual_map.get(loan.loan, {}).get("undue_interest")),
+			"currency": currency
+		})
+
+		loan['total_outstanding'] = loan['principal_outstanding'] + loan['interest_outstanding'] \
+			+ loan['penalty']
+
+	return loan_details
+
+def get_sanctioned_amount_map():
+	return frappe._dict(frappe.get_all("Sanctioned Loan Amount", fields=["applicant", "sanctioned_amount_limit"],
+		as_list=1))
+
+def get_payments(loans):
+	return frappe._dict(frappe.get_all("Loan Repayment", fields=["against_loan", "sum(amount_paid)"],
+		filters={"against_loan": ("in", loans)}, group_by="against_loan", as_list=1))
+
+def get_interest_accruals(loans):
+	accrual_map = {}
+
+	interest_accruals = frappe.get_all("Loan Interest Accrual",
+		fields=["loan", "interest_amount", "posting_date", "penalty_amount",
+		"paid_interest_amount", "accrual_type"], filters={"loan": ("in", loans)}, order_by="posting_date desc")
+
+	for entry in interest_accruals:
+		accrual_map.setdefault(entry.loan, {
+			"accrued_interest": 0.0,
+			"undue_interest": 0.0,
+			"interest_outstanding": 0.0,
+			"last_accrual_date": '',
+			"due_date": ''
+		})
+
+		if entry.accrual_type == 'Regular':
+			if not accrual_map[entry.loan]['due_date']:
+				accrual_map[entry.loan]['due_date'] = add_days(entry.posting_date, 1)
+			if not accrual_map[entry.loan]['last_accrual_date']:
+				accrual_map[entry.loan]['last_accrual_date'] = entry.posting_date
+
+		due_date = accrual_map[entry.loan]['due_date']
+		last_accrual_date = accrual_map[entry.loan]['last_accrual_date']
+
+		if due_date and getdate(entry.posting_date) < getdate(due_date):
+			accrual_map[entry.loan]["interest_outstanding"] += entry.interest_amount - entry.paid_interest_amount
+		else:
+			accrual_map[entry.loan]['undue_interest'] += entry.interest_amount - entry.paid_interest_amount
+
+		accrual_map[entry.loan]["accrued_interest"] += entry.interest_amount
+
+		if last_accrual_date and getdate(entry.posting_date) == last_accrual_date:
+			accrual_map[entry.loan]["penalty"] = entry.penalty_amount
+
+	return accrual_map
+
+def get_penal_interest_rate_map():
+	return frappe._dict(frappe.get_all("Loan Type", fields=["name", "penalty_interest_rate"], as_list=1))

erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py

@@ -103,7 +103,7 @@ def get_data(filters):
 
 	loan_repayments = frappe.get_all("Loan Repayment",
 		filters = query_filters,
-		fields=["posting_date", "applicant", "name", "against_loan", "payment_type", "payable_amount",
+		fields=["posting_date", "applicant", "name", "against_loan", "payable_amount",
 			"pending_principal_amount", "interest_payable", "penalty_amount", "amount_paid"]
 	)