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refactor: Share transfer cancellation and code cleanup

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This commit is contained in:
deepeshgarg007 2019-11-18 17:52:19 +05:30
parent 57bd1308eb
commit 9c1c4ef3dd
2 changed files with 247 additions and 681 deletions
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234
erpnext/accounts/doctype/share_transfer/share_transfer.py
View File

@ -13,9 +13,9 @@ from frappe.utils import nowdate
class ShareDontExists(ValidationError): pass
class ShareTransfer(Document):
def before_submit(self):
def on_submit(self):
if self.transfer_type == 'Issue':
shareholder = self.get_shareholder_doc(self.company)
shareholder = self.get_company_shareholder()
shareholder.append('share_balance', {
'share_type': self.share_type,
'from_no': self.from_no,
@ -28,7 +28,7 @@ class ShareTransfer(Document):
})
shareholder.save()
doc = frappe.get_doc('Shareholder', self.to_shareholder)
doc = self.get_shareholder_doc(self.to_shareholder)
doc.append('share_balance', {
'share_type': self.share_type,
'from_no': self.from_no,
@ -41,11 +41,11 @@ class ShareTransfer(Document):
elif self.transfer_type == 'Purchase':
self.remove_shares(self.from_shareholder)
self.remove_shares(self.get_shareholder_doc(self.company).name)
self.remove_shares(self.get_company_shareholder().name)
elif self.transfer_type == 'Transfer':
self.remove_shares(self.from_shareholder)
doc = frappe.get_doc('Shareholder', self.to_shareholder)
doc = self.get_shareholder_doc(self.to_shareholder)
doc.append('share_balance', {
'share_type': self.share_type,
'from_no': self.from_no,
@ -56,26 +56,65 @@ class ShareTransfer(Document):
})
doc.save()
def on_cancel(self):
if self.transfer_type == 'Issue':
compnay_shareholder = self.get_company_shareholder()
self.remove_shares(compnay_shareholder.name)
self.remove_shares(self.to_shareholder)
elif self.transfer_type == 'Purchase':
compnay_shareholder = self.get_company_shareholder()
from_shareholder = self.get_shareholder_doc(self.from_shareholder)
from_shareholder.append('share_balance', {
'share_type': self.share_type,
'from_no': self.from_no,
'to_no': self.to_no,
'rate': self.rate,
'amount': self.amount,
'no_of_shares': self.no_of_shares
})
from_shareholder.save()
compnay_shareholder.append('share_balance', {
'share_type': self.share_type,
'from_no': self.from_no,
'to_no': self.to_no,
'rate': self.rate,
'amount': self.amount,
'no_of_shares': self.no_of_shares
})
compnay_shareholder.save()
elif self.transfer_type == 'Transfer':
self.remove_shares(self.to_shareholder)
from_shareholder = self.get_shareholder_doc(self.from_shareholder)
from_shareholder.append('share_balance', {
'share_type': self.share_type,
'from_no': self.from_no,
'to_no': self.to_no,
'rate': self.rate,
'amount': self.amount,
'no_of_shares': self.no_of_shares
})
from_shareholder.save()
def validate(self):
self.get_company_shareholder()
self.basic_validations()
self.folio_no_validation()
if self.transfer_type == 'Issue':
if not self.get_shareholder_doc(self.company):
shareholder = frappe.get_doc({
'doctype': 'Shareholder',
'title': self.company,
'company': self.company,
'is_company': 1
})
shareholder.insert()
# validate share doesnt exist in company
ret_val = self.share_exists(self.get_shareholder_doc(self.company).name)
if ret_val != False:
# validate share doesn't exist in company
ret_val = self.share_exists(self.get_company_shareholder().name)
if ret_val:
frappe.throw(_('The shares already exist'), frappe.DuplicateEntryError)
else:
# validate share exists with from_shareholder
ret_val = self.share_exists(self.from_shareholder)
if ret_val != True:
if not ret_val:
frappe.throw(_("The shares don't exist with the {0}")
.format(self.from_shareholder), ShareDontExists)
@ -113,81 +152,24 @@ class ShareTransfer(Document):
frappe.throw(_('There are inconsistencies between the rate, no of shares and the amount calculated'))
def share_exists(self, shareholder):
# return True if exits,
# False if completely doesn't exist,
# 'partially exists' if partailly doesn't exist
ret_val = self.recursive_share_check(shareholder, self.share_type,
query = {
'from_no': self.from_no,
'to_no': self.to_no
}
)
if all(boolean == True for boolean in ret_val):
return True
elif True in ret_val:
return 'partially exists'
else:
return False
def recursive_share_check(self, shareholder, share_type, query):
# query = {'from_no': share_starting_no, 'to_no': share_ending_no}
# Recursive check if a given part of shares is held by the shareholder
# return a list containing True and False
# Eg. [True, False, True]
# All True implies its completely inside
# All False implies its completely outside
# A mix implies its partially inside/outside
does_share_exist = []
doc = frappe.get_doc('Shareholder', shareholder)
doc = self.get_shareholder_doc(shareholder)
for entry in doc.share_balance:
if entry.share_type != share_type or \
entry.from_no > query['to_no'] or \
entry.to_no < query['from_no']:
if entry.share_type != self.share_type or \
entry.from_no > self.to_no or \
entry.to_no < self.from_no:
continue # since query lies outside bounds
elif entry.from_no <= query['from_no'] and entry.to_no >= query['to_no']:
return [True] # absolute truth!
elif entry.from_no >= query['from_no'] and entry.to_no <= query['to_no']:
# split and check
does_share_exist.extend(self.recursive_share_check(shareholder,
share_type,
{
'from_no': query['from_no'],
'to_no': entry.from_no - 1
}
))
does_share_exist.append(True)
does_share_exist.extend(self.recursive_share_check(shareholder,
share_type,
{
'from_no': entry.to_no + 1,
'to_no': query['to_no']
}
))
elif query['from_no'] <= entry.from_no <= query['to_no'] and entry.to_no >= query['to_no']:
does_share_exist.extend(self.recursive_share_check(shareholder,
share_type,
{
'from_no': query['from_no'],
'to_no': entry.from_no - 1
}
))
elif query['from_no'] <= entry.to_no <= query['to_no'] and entry.from_no <= query['from_no']:
does_share_exist.extend(self.recursive_share_check(shareholder,
share_type,
{
'from_no': entry.to_no + 1,
'to_no': query['to_no']
}
))
elif entry.from_no <= self.from_no and entry.to_no >= self.to_no: #both inside
return True # absolute truth!
elif (entry.from_no <= self.from_no <= self.to_no) or entry.from_no <= self.to_no and entry.to_no:
return True
does_share_exist.append(False)
return does_share_exist
return False
def folio_no_validation(self):
shareholders = ['from_shareholder', 'to_shareholder']
shareholders = [shareholder for shareholder in shareholders if self.get(shareholder) is not '']
for shareholder in shareholders:
doc = frappe.get_doc('Shareholder', self.get(shareholder))
doc = self.get_shareholder_doc(self.get(shareholder))
if doc.company != self.company:
frappe.throw(_('The shareholder does not belong to this company'))
if not doc.folio_no:
@ -200,24 +182,14 @@ class ShareTransfer(Document):
def autoname_folio(self, shareholder, is_company=False):
if is_company:
doc = self.get_shareholder_doc(shareholder)
doc = self.get_company_shareholder()
else:
doc = frappe.get_doc('Shareholder' , shareholder)
doc = self.get_shareholder_doc(shareholder)
doc.folio_no = make_autoname('FN.#####')
doc.save()
return doc.folio_no
def remove_shares(self, shareholder):
self.iterative_share_removal(shareholder, self.share_type,
{
'from_no': self.from_no,
'to_no' : self.to_no
},
rate = self.rate,
amount = self.amount
)
def iterative_share_removal(self, shareholder, share_type, query, rate, amount):
# query = {'from_no': share_starting_no, 'to_no': share_ending_no}
# Shares exist for sure
# Iterate over all entries and modify entry if in entry
@ -227,31 +199,31 @@ class ShareTransfer(Document):
for entry in current_entries:
# use spaceage logic here
if entry.share_type != share_type or \
entry.from_no > query['to_no'] or \
entry.to_no < query['from_no']:
if entry.share_type != self.share_type or \
entry.from_no > self.to_no or \
entry.to_no < self.from_no:
new_entries.append(entry)
continue # since query lies outside bounds
elif entry.from_no <= query['from_no'] and entry.to_no >= query['to_no']:
elif entry.from_no <= self.from_no and entry.to_no >= self.to_no:
#split
if entry.from_no == query['from_no']:
if entry.to_no == query['to_no']:
if entry.from_no == self.from_no:
if entry.to_no == self.to_no:
pass #nothing to append
else:
new_entries.append(self.return_share_balance_entry(query['to_no']+1, entry.to_no, entry.rate))
new_entries.append(self.return_share_balance_entry(self.to_no+1, entry.to_no, entry.rate))
else:
if entry.to_no == query['to_no']:
new_entries.append(self.return_share_balance_entry(entry.from_no, query['from_no']-1, entry.rate))
if entry.to_no == self.to_no:
new_entries.append(self.return_share_balance_entry(entry.from_no, self.from_no-1, entry.rate))
else:
new_entries.append(self.return_share_balance_entry(entry.from_no, query['from_no']-1, entry.rate))
new_entries.append(self.return_share_balance_entry(query['to_no']+1, entry.to_no, entry.rate))
elif entry.from_no >= query['from_no'] and entry.to_no <= query['to_no']:
new_entries.append(self.return_share_balance_entry(entry.from_no, self.from_no-1, entry.rate))
new_entries.append(self.return_share_balance_entry(self.to_no+1, entry.to_no, entry.rate))
elif entry.from_no >= self.from_no and entry.to_no <= self.to_no:
# split and check
pass #nothing to append
elif query['from_no'] <= entry.from_no <= query['to_no'] and entry.to_no >= query['to_no']:
new_entries.append(self.return_share_balance_entry(query['to_no']+1, entry.to_no, entry.rate))
elif query['from_no'] <= entry.to_no <= query['to_no'] and entry.from_no <= query['from_no']:
new_entries.append(self.return_share_balance_entry(entry.from_no, query['from_no']-1, entry.rate))
elif self.from_no <= entry.from_no <= self.to_no and entry.to_no >= self.to_no:
new_entries.append(self.return_share_balance_entry(self.to_no+1, entry.to_no, entry.rate))
elif self.from_no <= entry.to_no <= self.to_no and entry.from_no <= self.from_no:
new_entries.append(self.return_share_balance_entry(entry.from_no, self.from_no-1, entry.rate))
else:
new_entries.append(entry)
@ -272,16 +244,34 @@ class ShareTransfer(Document):
}
def get_shareholder_doc(self, shareholder):
# Get Shareholder doc based on the Shareholder title
doc = frappe.get_list('Shareholder',
filters = [
('Shareholder', 'title', '=', shareholder)
]
)
if len(doc) == 1:
return frappe.get_doc('Shareholder', doc[0]['name'])
else: #It will necessarily by 0 indicating it doesn't exist
return False
# Get Shareholder doc based on the Shareholder name
if shareholder:
query_filters = {'name': shareholder}
name = frappe.db.get_value('Shareholder', {'name': shareholder}, 'name')
return frappe.get_doc('Shareholder', name)
def get_company_shareholder(self):
# Get company doc or create one if not present
company_shareholder = frappe.db.get_value('Shareholder',
{
'company': self.company,
'is_company': 1
}, 'name')
if company_shareholder:
return frappe.get_doc('Shareholder', company_shareholder)
else:
shareholder = frappe.get_doc({
'doctype': 'Shareholder',
'title': self.company,
'company': self.company,
'is_company': 1
})
shareholder.insert()
return shareholder
@frappe.whitelist()
def make_jv_entry( company, account, amount, payment_account,\

694
erpnext/accounts/doctype/shareholder/shareholder.json
View File

@ -1,587 +1,163 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"autoname": "naming_series:",
"beta": 0,
"creation": "2017-12-25 16:50:53.878430",
"custom": 0,
"description": "",
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"autoname": "naming_series:",
"creation": "2017-12-25 16:50:53.878430",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"title",
"column_break_2",
"naming_series",
"section_break_2",
"folio_no",
"column_break_4",
"company",
"is_company",
"address_contacts",
"address_html",
"column_break_9",
"contact_html",
"section_break_3",
"share_balance",
"contact_list"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Title",
"length": 0,
"no_copy": 0,
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"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "title",
"fieldtype": "Data",
"label": "Title",
"reqd": 1
},
{
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"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
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"in_filter": 0,
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"length": 0,
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},
"fieldname": "column_break_2",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
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"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "",
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "",
"length": 0,
"no_copy": 0,
"options": "ACC-SH-.YYYY.-",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "naming_series",
"fieldtype": "Select",
"options": "ACC-SH-.YYYY.-"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_2",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"reqd": 0,
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"set_only_once": 0,
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},
"fieldname": "section_break_2",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "folio_no",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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"label": "Folio no.",
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"fieldname": "folio_no",
"fieldtype": "Data",
"label": "Folio no.",
"read_only": 1,
"unique": 1
},
},
{
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},
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},
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"fieldname": "is_company",
"fieldtype": "Check",
"hidden": 1,
"label": "Is Company",
"read_only": 1
},
{
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"bold": 0,
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"fieldname": "address_contacts",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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"label": "Address and Contacts",
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},
"fieldname": "address_contacts",
"fieldtype": "Section Break",
"label": "Address and Contacts",
"options": "fa fa-map-marker"
},
{
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},
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"fieldtype": "HTML",
"label": "Address HTML",
"read_only": 1
},
{
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