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

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Jannat Patel 2021-01-19 10:44:49 +05:30 committed by GitHub
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189 changed files with 5143 additions and 1839 deletions
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1
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js
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@ -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;

14
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
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@ -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, {})

64
erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py
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@ -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")
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()
create_dimension()
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")

0
erpnext/accounts/doctype/accounting_dimension_filter/__init__.py Normal file
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82
erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.js Normal file
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@ -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");
}
});

134
erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.json Normal file
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@ -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
}

61
erpnext/accounts/doctype/accounting_dimension_filter/accounting_dimension_filter.py Normal file
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@ -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)

99
erpnext/accounts/doctype/accounting_dimension_filter/test_accounting_dimension_filter.py Normal file
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@ -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()

0
erpnext/accounts/doctype/allowed_dimension/__init__.py Normal file
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43
erpnext/accounts/doctype/allowed_dimension/allowed_dimension.json Normal file
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@ -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
}

10
erpnext/accounts/doctype/allowed_dimension/allowed_dimension.py Normal file
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@ -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

0
erpnext/accounts/doctype/applicable_on_account/__init__.py Normal file
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46
erpnext/accounts/doctype/applicable_on_account/applicable_on_account.json Normal file
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@ -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
}

10
erpnext/accounts/doctype/applicable_on_account/applicable_on_account.py Normal file
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@ -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

83
erpnext/accounts/doctype/bank/bank.js
View File

@ -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' });
}
};

27
erpnext/accounts/doctype/budget/budget.js
View File

@ -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) {

27
erpnext/accounts/doctype/budget/test_budget.py
View File

@ -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:
month = 10
if month > 9:
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:
month = 10
if month > 9:
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"

33
erpnext/accounts/doctype/gl_entry/gl_entry.py
View File

@ -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():
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)))
if not self.flags.from_repost and not self.voucher_type == 'Period Closing Voucher' \
and self.cost_center and _check_is_group():
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)

3
erpnext/accounts/doctype/item_tax_template/item_tax_template_dashboard.py
View File

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

14
erpnext/accounts/doctype/journal_entry/journal_entry.js
View File

@ -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');
},
});

21
erpnext/accounts/doctype/journal_entry/test_journal_entry.py
View File

@ -299,15 +299,20 @@ class TestJournalEntry(unittest.TestCase):
def test_jv_with_project(self):
from erpnext.projects.doctype.project.test_project import make_project
project = make_project({
'project_name': 'Journal Entry Project',
'project_template_name': 'Test Project Template',
'start_date': '2020-01-01'
})
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
}
}

15
erpnext/accounts/doctype/loyalty_program/loyalty_program.js
View File

@ -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);
}
});

3
erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.js
View File

@ -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) {

23
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -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;
}
}
}
},
() => {

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

@ -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)

3
erpnext/accounts/doctype/pos_profile/pos_profile.js
View File

@ -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) {

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

@ -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) {

29
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -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")
self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
pi = make_purchase_invoice(currency="USD", conversion_rate=60, project=project.name)
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")
self.assertEqual(frappe.db.get_value("Project", "_Test Project", "total_purchase_cost"),
pi1 = make_purchase_invoice(qty=10, project=project.name)
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.project = project.project_name
pi.items[0].project = item_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
}
}

19
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -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'
},

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

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate, 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

8
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -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.project = project.project_name
sales_invoice.items[0].project = item_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
}
}

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

@ -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', {
refresh: function(frm) {
frm.set_query("cost_center", function() {
return {
filters: {
company: frm.doc.company
}
}
})
frappe.provide('erpnext.accounts.dimensions');
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: {

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

@ -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

122
erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.py
View File

@ -59,23 +59,111 @@ def validate_filters(filters):
def get_columns(filters):
return [
_("Payment Document") + ":: 100",
_("Payment Entry") + ":Dynamic Link/"+_("Payment Document")+":140",
_("Party Type") + "::100",
_("Party") + ":Dynamic Link/Party Type:140",
_("Posting Date") + ":Date: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",
_("Debit") + ":Currency:120",
_("Credit") + ":Currency:120",
_("Remarks") + "::150",
_("Age") +":Int:40",
"0-30:Currency:100",
"30-60:Currency:100",
"60-90:Currency:100",
_("90-Above") + ":Currency:100",
_("Delay in payment (Days)") + "::150"
{
"fieldname": "payment_document",
"label": _("Payment Document Type"),
"fieldtype": "Data",
"width": 100
},
{
"fieldname": "payment_entry",
"label": _("Payment Document"),
"fieldtype": "Dynamic Link",
"options": "payment_document",
"width": 160
},
{
"fieldname": "party_type",
"label": _("Party Type"),
"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):

2
erpnext/agriculture/doctype/crop_cycle/crop_cycle.py
View File

@ -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({

2
erpnext/agriculture/doctype/crop_cycle/test_crop_cycle.py
View File

@ -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

13
erpnext/assets/doctype/asset/asset.js
View File

@ -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() {
return {
"filters": {
"company": frm.doc.company,
}
};
});
erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
company: function(frm) {
erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
setup: function(frm) {

10
erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.js
View File

@ -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");
},

12
erpnext/buying/doctype/purchase_order/purchase_order.js
View File

@ -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 Invoice': 'Invoice',
'Purchase Receipt': 'Purchase Receipt',
'Purchase Invoice': 'Purchase Invoice',
'Stock Entry': 'Material to Supplier',
'Payment Entry': 'Payment',
}

84
erpnext/buying/report/purchase_analytics/purchase_analytics.js
View File

@ -75,62 +75,70 @@ frappe.query_reports["Purchase Analytics"] = {
return Object.assign(options, {
checkboxColumn: true,
events: {
onCheckRow: function(data) {
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" || tree_type == "Item") {
row_values = data.slice(4,length-1).map(function (column) {
return column.content;
})
}
else {
row_values = data.slice(3,length-1).map(function (column) {
return column.content;
})
if (tree_type == "Supplier") {
row_values = data
.slice(4, length - 1)
.map(function (column) {
return column.content;
});
} else if (tree_type == "Item") {
row_values = data
.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,
'values':row_values
}
entry = {
name: row_name,
values: row_values,
};
let raw_data = frappe.query_report.chart.data;
let new_datasets = raw_data.datasets;
var found = false;
for(var i=0; i < new_datasets.length;i++){
if(new_datasets[i].name == row_name){
found = true;
new_datasets.splice(i,1);
break;
let element_found = new_datasets.some((element, index, array)=>{
if(element.name == row_name){
array.splice(index, 1)
return true
}
}
return false
})
if(!found){
if (!element_found) {
new_datasets.push(entry);
}
let new_data = {
labels: raw_data.labels,
datasets: new_datasets
}
setTimeout(() => {
frappe.query_report.chart.update(new_data)
},500)
setTimeout(() => {
frappe.query_report.chart.draw(true);
}, 1000)
datasets: new_datasets,
};
chart_options = {
data: new_data,
type: "line",
};
frappe.query_report.render_chart(chart_options);
frappe.query_report.raw_chart_data = new_data;
},
}
},
});
}
}

7
erpnext/buying/utils.py
View File

@ -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.sql("""update `tabItem` set last_purchase_rate = %s where name = %s""",
(flt(last_purchase_rate), d.item_code))
frappe.db.set_value('Item', d.item_code, 'last_purchase_rate', flt(last_purchase_rate))
def validate_for_items(doc):
items = []

35
erpnext/controllers/queries.py
View File

@ -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

2
erpnext/controllers/sales_and_purchase_return.py
View File

@ -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

4
erpnext/controllers/selling_controller.py
View File

@ -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

3
erpnext/controllers/tests/test_item_variant.py
View File

@ -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": "&lt; 5%",

7
erpnext/education/doctype/fee_schedule/fee_schedule.js
View File

@ -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) {

8
erpnext/education/doctype/fee_structure/fee_structure.js
View File

@ -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) {

15
erpnext/education/doctype/fees/fees.js
View File

@ -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) {
@ -9,15 +10,19 @@ frappe.ui.form.on("Fees", {
frm.add_fetch("fee_structure", "cost_center", "cost_center");
},
onload: function(frm){
frm.set_query("academic_term",function(){
company: function(frm) {
erpnext.accounts.dimensions.update_dimension(frm, frm.doctype);
},
onload: function(frm) {
frm.set_query("academic_term", function() {
return{
"filters":{
"filters": {
"academic_year": (frm.doc.academic_year)
}
};
});
frm.set_query("fee_structure",function(){
frm.set_query("fee_structure", function() {
return{
"filters":{
"academic_year": (frm.doc.academic_year)
@ -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) {

33
erpnext/education/doctype/program_enrollment/program_enrollment.py
View File

@ -124,21 +124,24 @@ 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'):
return frappe.db.sql("""select course, course_name from `tabProgram Course`
where parent = %(program)s and course like %(txt)s {match_cond}
order by
if(locate(%(_txt)s, course), locate(%(_txt)s, course), 99999),
idx desc,
`tabProgram Course`.course asc
limit {start}, {page_len}""".format(
match_cond=get_match_cond(doctype),
start=start,
page_len=page_len), {
"txt": "%{0}%".format(txt),
"_txt": txt.replace('%', ''),
"program": filters['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
if(locate(%(_txt)s, course), locate(%(_txt)s, course), 99999),
idx desc,
`tabProgram Course`.course asc
limit {start}, {page_len}""".format(
match_cond=get_match_cond(doctype),
start=start,
page_len=page_len), {
"txt": "%{0}%".format(txt),
"_txt": txt.replace('%', ''),
"program": filters['program']
})
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs

21
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
View File

@ -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:

32
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
View File

@ -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(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) {

27
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@ -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
@ -228,13 +227,23 @@ 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()
for plaid_account in plaid_accounts:
frappe.enqueue(
"erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
bank=plaid_account.bank,
bank_account=plaid_account.name
)
@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(
"erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
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)

2
erpnext/exceptions.py
View File

@ -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

22
erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json
View File

@ -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",

1
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.js
View File

@ -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 {

3
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.json
View File

@ -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",

18
erpnext/healthcare/doctype/inpatient_medication_entry/inpatient_medication_entry.py
View File

@ -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', [])

69
erpnext/healthcare/doctype/inpatient_record/inpatient_record.py
View File

@ -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:
frappe.throw(_("Can not mark Inpatient Record Discharged, there are Unbilled Invoices {0}").format(", "
.join(pending_invoices)), title=_('Unbilled Invoices'))
return pending_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):

66
erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py
View File

@ -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:

4
erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
View File

@ -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()

13
erpnext/healthcare/doctype/therapy_plan/test_therapy_plan.py
View File

@ -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()

3
erpnext/healthcare/doctype/therapy_plan/therapy_plan.py
View File

@ -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()

9
erpnext/healthcare/doctype/therapy_session/therapy_session.js
View File

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

7
erpnext/healthcare/doctype/therapy_session/therapy_session.py
View File

@ -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):

8
erpnext/healthcare/utils.py
View File

@ -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)

3
erpnext/hr/doctype/employee/employee.json
View File

@ -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",

3
erpnext/hr/doctype/employee_onboarding/test_employee_onboarding.py
View File

@ -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)

29
erpnext/hr/doctype/expense_claim/expense_claim.js
View File

@ -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({
expense_type: function(doc, cdt, cdn) {
frappe.ui.form.on('Expense Claim', {
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: {

17
erpnext/hr/doctype/expense_claim/test_expense_claim.py
View File

@ -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)

66
erpnext/hr/doctype/job_applicant/job_applicant.json
View File

@ -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",

450
erpnext/hr/doctype/job_opening/job_opening.json
View File

@ -1,456 +1,188 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"actions": [],
"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,
"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
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
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"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,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
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"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,
"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,
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"unique": 0
"options": "Open\nClosed"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
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"columns": 0,
"fieldname": "column_break_5",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"translatable": 0,
"unique": 0
"fieldtype": "Column Break"
},
{
"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,
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"print_hide": 0,
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},
{
"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,
"no_copy": 0,
"options": "Department",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"options": "Department"
},
{
"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,
"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
"read_only": 1
},
{
"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,
"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
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_6",
"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
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"fieldname": "publish",
"fieldtype": "Check",
"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": "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
"label": "Publish on website"
},
{
"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",
"length": 0,
"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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"label": "Description"
},
{
"fieldname": "column_break_12",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_14",
"fieldtype": "Section Break"
},
{
"collapsible": 1,
"fieldname": "section_break_16",
"fieldtype": "Section Break"
},
{
"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,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-05-20 15:38:44.705823",
"links": [],
"modified": "2020-09-18 11:23:29.488923",
"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",
"set_user_permissions": 0,
"share": 0,
"submit": 0,
"write": 0
"role": "Guest"
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_order": "ASC",
"track_changes": 0,
"track_seen": 0
"sort_field": "modified",
"sort_order": "ASC"
}

8
erpnext/hr/doctype/job_opening/job_opening.py
View File

@ -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 \
or hiring completed as per Staffing Plan {1}"
.format(self.designation, self.staffing_plan)))
frappe.throw(_("Job Openings for designation {0} already open or hiring completed as per Staffing Plan {1}").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({

13
erpnext/hr/doctype/job_opening/templates/job_opening_row.html
View File

@ -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"
href="/job_application?new=1&job_title={{ doc.name }}">
{%- if doc.job_application_route -%}
<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>

12
erpnext/hr/doctype/leave_allocation/leave_allocation.json
View File

@ -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",

14
erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.json
View File

@ -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",

132
erpnext/hr/web_form/job_application/job_application.json
View File

@ -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",
"fieldtype": "Attach",
"allow_read_on_all_link_options": 0,
"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
}
]
}

4
erpnext/loan_management/desk_page/loan/loan.json
View File

@ -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",

24
erpnext/loan_management/doctype/loan/loan.py
View File

@ -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))
@ -336,13 +338,13 @@ def create_loan_security_unpledge(unpledge_map, loan, company, applicant_type, a
return unpledge_request
def validate_employee_currency_with_company_currency(applicant, company):
from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_employee_currency
if not applicant:
frappe.throw(_("Please select Applicant"))
if not company:
frappe.throw(_("Please select Company"))
employee_currency = get_employee_currency(applicant)
company_currency = erpnext.get_company_currency(company)
if employee_currency != company_currency:
frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}")
.format(applicant, employee_currency))
from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import get_employee_currency
if not applicant:
frappe.throw(_("Please select Applicant"))
if not company:
frappe.throw(_("Please select Company"))
employee_currency = get_employee_currency(applicant)
company_currency = erpnext.get_company_currency(company)
if employee_currency != company_currency:
frappe.throw(_("Loan cannot be repayed from salary for Employee {0} because salary is processed in currency {1}")
.format(applicant, employee_currency))

25
erpnext/loan_management/doctype/loan/test_loan.py
View File

@ -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 = [{

9
erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.json
View File

@ -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",

6
erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
View File

@ -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

43
erpnext/loan_management/doctype/loan_interest_accrual/test_loan_interest_accrual.py
View File

@ -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)

2
erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
View File

@ -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

11
erpnext/loan_management/doctype/loan_security_price/loan_security_price.json
View File

@ -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",

12
erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
View File

@ -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',
'total_interest_payable', 'written_off_amount'])
loan_details = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
'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

6
erpnext/loan_management/doctype/loan_type/loan_type.json
View File

@ -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",

10
erpnext/loan_management/doctype/pledge/pledge.json
View File

@ -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",

6
erpnext/loan_management/doctype/process_loan_security_shortfall/process_loan_security_shortfall.json
View File

@ -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
}
],

10
erpnext/loan_management/doctype/proposed_pledge/proposed_pledge.json
View File

@ -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",

10
erpnext/loan_management/doctype/unpledge/unpledge.json
View File

@ -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",

0
erpnext/loan_management/report/applicant_wise_loan_security_exposure/__init__.py Normal file
View File

16
erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.js Normal file
View File

@ -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
}
]
};

29
erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.json Normal file
View File

@ -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"
}
]
}

123
erpnext/loan_management/report/applicant_wise_loan_security_exposure/applicant_wise_loan_security_exposure.py Normal file
View File

@ -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

0
erpnext/loan_management/report/loan_interest_report/__init__.py Normal file
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16
erpnext/loan_management/report/loan_interest_report/loan_interest_report.js Normal file
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@ -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
}
]
};

29
erpnext/loan_management/report/loan_interest_report/loan_interest_report.json Normal file
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@ -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"
}
]
}

124
erpnext/loan_management/report/loan_interest_report/loan_interest_report.py Normal file
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@ -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))

2
erpnext/loan_management/report/loan_repayment_and_closure/loan_repayment_and_closure.py
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@ -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"]
)

0
erpnext/loan_management/report/loan_security_exposure/__init__.py Normal file
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