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Merge branch 'develop' of https://github.com/frappe/erpnext into loan_patch_and_fixes

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This commit is contained in:
Deepesh Garg 2020-05-17 23:37:05 +05:30
commit a63fda9097
112 changed files with 2200 additions and 2542 deletions
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17
.travis.yml
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@ -1,6 +1,5 @@
dist: trusty
language: python
dist: trusty
git:
depth: 1
@ -14,21 +13,10 @@ addons:
jobs:
include:
- name: "Python 2.7 Server Side Test"
python: 2.7
script: bench --site test_site run-tests --app erpnext --coverage
- name: "Python 3.6 Server Side Test"
python: 3.6
script: bench --site test_site run-tests --app erpnext --coverage
- name: "Python 2.7 Patch Test"
python: 2.7
before_script:
- wget http://build.erpnext.com/20171108_190013_955977f8_database.sql.gz
- bench --site test_site --force restore ~/frappe-bench/20171108_190013_955977f8_database.sql.gz
script: bench --site test_site migrate
- name: "Python 3.6 Patch Test"
python: 3.6
before_script:
@ -40,8 +28,7 @@ install:
- cd ~
- nvm install 10
- git clone https://github.com/frappe/bench --depth 1
- pip install -e ./bench
- pip install frappe-bench
- git clone https://github.com/frappe/frappe --branch $TRAVIS_BRANCH --depth 1
- bench init --skip-assets --frappe-path ~/frappe --python $(which python) frappe-bench

2
erpnext/__init__.py
View File

@ -5,7 +5,7 @@ import frappe
from erpnext.hooks import regional_overrides
from frappe.utils import getdate
__version__ = '12.0.0-dev'
__version__ = '13.0.0-dev'
def get_default_company(user=None):
'''Get default company for user'''

4
erpnext/accounts/dashboard_chart_source/account_balance_timeline/account_balance_timeline.py
View File

@ -6,7 +6,7 @@ import frappe, json
from frappe import _
from frappe.utils import add_to_date, date_diff, getdate, nowdate, get_last_day, formatdate, get_link_to_form
from erpnext.accounts.report.general_ledger.general_ledger import execute
from frappe.core.page.dashboard.dashboard import cache_source, get_from_date_from_timespan
from frappe.utils.dashboard import cache_source, get_from_date_from_timespan
from frappe.desk.doctype.dashboard_chart.dashboard_chart import get_period_ending
from frappe.utils.nestedset import get_descendants_of
@ -14,7 +14,7 @@ from frappe.utils.nestedset import get_descendants_of
@frappe.whitelist()
@cache_source
def get(chart_name = None, chart = None, no_cache = None, filters = None, from_date = None,
to_date = None, timespan = None, time_interval = None):
to_date = None, timespan = None, time_interval = None, heatmap_year = None):
if chart_name:
chart = frappe.get_doc('Dashboard Chart', chart_name)
else:

127
erpnext/accounts/dashboard_fixtures.py Normal file
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@ -0,0 +1,127 @@
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from erpnext import get_default_company
import frappe
import json
def get_data():
data = frappe._dict({
"dashboards": [],
"charts": []
})
company = get_company_for_dashboards()
if company:
company_doc = frappe.get_doc("Company", company)
data.dashboards = get_dashboards()
data.charts = get_charts(company_doc)
return data
def get_dashboards():
return [{
"name": "Accounts",
"dashboard_name": "Accounts",
"charts": [
{ "chart": "Outgoing Bills (Sales Invoice)" },
{ "chart": "Incoming Bills (Purchase Invoice)" },
{ "chart": "Bank Balance" },
{ "chart": "Income" },
{ "chart": "Expenses" }
]
}]
def get_charts(company):
income_account = company.default_income_account or get_account("Income Account", company.name)
expense_account = company.default_expense_account or get_account("Expense Account", company.name)
bank_account = company.default_bank_account or get_account("Bank", company.name)
return [
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Income",
"chart_name": "Income",
"timespan": "Last Year",
"color": None,
"filters_json": json.dumps({"company": company.name, "account": income_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Expenses",
"chart_name": "Expenses",
"timespan": "Last Year",
"color": None,
"filters_json": json.dumps({"company": company.name, "account": expense_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Bank Balance",
"chart_name": "Bank Balance",
"timespan": "Last Year",
"color": "#ffb868",
"filters_json": json.dumps({"company": company.name, "account": bank_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Monthly",
"name": "Incoming Bills (Purchase Invoice)",
"chart_name": "Incoming Bills (Purchase Invoice)",
"timespan": "Last Year",
"color": "#a83333",
"value_based_on": "base_grand_total",
"filters_json": json.dumps({}),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Purchase Invoice",
"type": "Bar"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Monthly",
"name": "Outgoing Bills (Sales Invoice)",
"chart_name": "Outgoing Bills (Sales Invoice)",
"timespan": "Last Year",
"color": "#7b933d",
"value_based_on": "base_grand_total",
"filters_json": json.dumps({}),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Sales Invoice",
"type": "Bar"
}
]
def get_account(account_type, company):
accounts = frappe.get_list("Account", filters={"account_type": account_type, "company": company})
if accounts:
return accounts[0].name
def get_company_for_dashboards():
company = get_default_company()
if not company:
company_list = frappe.get_list("Company")
if company_list:
company = company_list[0].name
return company

12
erpnext/accounts/deferred_revenue.py
View File

@ -185,7 +185,7 @@ def book_deferred_income_or_expense(doc, deferred_process, posting_date=None):
total_days, total_booking_days, account_currency)
make_gl_entries(doc, credit_account, debit_account, against,
amount, base_amount, end_date, project, account_currency, item.cost_center, item.name, deferred_process)
amount, base_amount, end_date, project, account_currency, item.cost_center, item, deferred_process)
# Returned in case of any errors because it tries to submit the same record again and again in case of errors
if frappe.flags.deferred_accounting_error:
@ -222,7 +222,7 @@ def process_deferred_accounting(posting_date=today()):
doc.submit()
def make_gl_entries(doc, credit_account, debit_account, against,
amount, base_amount, posting_date, project, account_currency, cost_center, voucher_detail_no, deferred_process=None):
amount, base_amount, posting_date, project, account_currency, cost_center, item, deferred_process=None):
# GL Entry for crediting the amount in the deferred expense
from erpnext.accounts.general_ledger import make_gl_entries
@ -236,12 +236,12 @@ def make_gl_entries(doc, credit_account, debit_account, against,
"credit": base_amount,
"credit_in_account_currency": amount,
"cost_center": cost_center,
"voucher_detail_no": voucher_detail_no,
"voucher_detail_no": item.name,
'posting_date': posting_date,
'project': project,
'against_voucher_type': 'Process Deferred Accounting',
'against_voucher': deferred_process
}, account_currency)
}, account_currency, item=item)
)
# GL Entry to debit the amount from the expense
gl_entries.append(
@ -251,12 +251,12 @@ def make_gl_entries(doc, credit_account, debit_account, against,
"debit": base_amount,
"debit_in_account_currency": amount,
"cost_center": cost_center,
"voucher_detail_no": voucher_detail_no,
"voucher_detail_no": item.name,
'posting_date': posting_date,
'project': project,
'against_voucher_type': 'Process Deferred Accounting',
'against_voucher': deferred_process
}, account_currency)
}, account_currency, item=item)
)
if gl_entries:

6
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
View File

@ -162,9 +162,9 @@ def toggle_disabling(doc):
def get_doctypes_with_dimensions():
doclist = ["GL Entry", "Sales Invoice", "Purchase Invoice", "Payment Entry", "Asset",
"Expense Claim", "Stock Entry", "Budget", "Payroll Entry", "Delivery Note", "Sales Invoice Item", "Purchase Invoice Item",
"Purchase Order Item", "Journal Entry Account", "Material Request Item", "Delivery Note Item", "Purchase Receipt Item",
"Stock Entry Detail", "Payment Entry Deduction", "Sales Taxes and Charges", "Purchase Taxes and Charges", "Shipping Rule",
"Expense Claim", "Expense Claim Detail", "Expense Taxes and Charges", "Stock Entry", "Budget", "Payroll Entry", "Delivery Note",
"Sales Invoice Item", "Purchase Invoice Item", "Purchase Order Item", "Journal Entry Account", "Material Request Item", "Delivery Note Item",
"Purchase Receipt Item", "Stock Entry Detail", "Payment Entry Deduction", "Sales Taxes and Charges", "Purchase Taxes and Charges", "Shipping Rule",
"Landed Cost Item", "Asset Value Adjustment", "Loyalty Program", "Fee Schedule", "Fee Structure", "Stock Reconciliation",
"Travel Request", "Fees", "POS Profile", "Opening Invoice Creation Tool", "Opening Invoice Creation Tool Item", "Subscription",
"Subscription Plan"]

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

@ -112,8 +112,8 @@ class GLEntry(Document):
from tabAccount where name=%s""", self.account, as_dict=1)[0]
if ret.is_group==1:
frappe.throw(_("{0} {1}: Account {2} cannot be a Group")
.format(self.voucher_type, self.voucher_no, self.account))
frappe.throw(_('''{0} {1}: Account {2} is a Group Account and group accounts cannot be used in
transactions''').format(self.voucher_type, self.voucher_no, self.account))
if ret.docstatus==2:
frappe.throw(_("{0} {1}: Account {2} is inactive")

14
erpnext/accounts/doctype/invoice_discounting/invoice_discounting.py
View File

@ -8,6 +8,7 @@ from frappe import _
from frappe.utils import flt, getdate, nowdate, add_days
from erpnext.controllers.accounts_controller import AccountsController
from erpnext.accounts.general_ledger import make_gl_entries
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
class InvoiceDiscounting(AccountsController):
def validate(self):
@ -81,10 +82,15 @@ class InvoiceDiscounting(AccountsController):
def make_gl_entries(self):
company_currency = frappe.get_cached_value('Company', self.company, "default_currency")
gl_entries = []
invoice_fields = ["debit_to", "party_account_currency", "conversion_rate", "cost_center"]
accounting_dimensions = get_accounting_dimensions()
invoice_fields.extend(accounting_dimensions)
for d in self.invoices:
inv = frappe.db.get_value("Sales Invoice", d.sales_invoice,
["debit_to", "party_account_currency", "conversion_rate", "cost_center"], as_dict=1)
inv = frappe.db.get_value("Sales Invoice", d.sales_invoice, invoice_fields, as_dict=1)
if d.outstanding_amount:
outstanding_in_company_currency = flt(d.outstanding_amount * inv.conversion_rate,
@ -102,7 +108,7 @@ class InvoiceDiscounting(AccountsController):
"cost_center": inv.cost_center,
"against_voucher": d.sales_invoice,
"against_voucher_type": "Sales Invoice"
}, inv.party_account_currency))
}, inv.party_account_currency, item=inv))
gl_entries.append(self.get_gl_dict({
"account": self.accounts_receivable_credit,
@ -115,7 +121,7 @@ class InvoiceDiscounting(AccountsController):
"cost_center": inv.cost_center,
"against_voucher": d.sales_invoice,
"against_voucher_type": "Sales Invoice"
}, ar_credit_account_currency))
}, ar_credit_account_currency, item=inv))
make_gl_entries(gl_entries, cancel=(self.docstatus == 2), update_outstanding='No')

12
erpnext/accounts/doctype/payment_entry/payment_entry.py
View File

@ -86,7 +86,7 @@ class PaymentEntry(AccountsController):
self.update_payment_schedule(cancel=1)
self.set_payment_req_status()
self.set_status()
def set_payment_req_status(self):
from erpnext.accounts.doctype.payment_request.payment_request import update_payment_req_status
update_payment_req_status(self, None)
@ -280,7 +280,7 @@ class PaymentEntry(AccountsController):
outstanding_amount, is_return = frappe.get_cached_value(d.reference_doctype, d.reference_name, ["outstanding_amount", "is_return"])
if outstanding_amount <= 0 and not is_return:
no_oustanding_refs.setdefault(d.reference_doctype, []).append(d)
for k, v in no_oustanding_refs.items():
frappe.msgprint(_("{} - {} now have {} as they had no outstanding amount left before submitting the Payment Entry.<br><br>\
If this is undesirable please cancel the corresponding Payment Entry.")
@ -451,8 +451,6 @@ class PaymentEntry(AccountsController):
frappe.throw(_("Reference No and Reference Date is mandatory for Bank transaction"))
def set_remarks(self):
if self.remarks: return
if self.payment_type=="Internal Transfer":
remarks = [_("Amount {0} {1} transferred from {2} to {3}")
.format(self.paid_from_account_currency, self.paid_amount, self.paid_from, self.paid_to)]
@ -506,7 +504,7 @@ class PaymentEntry(AccountsController):
"against": against_account,
"account_currency": self.party_account_currency,
"cost_center": self.cost_center
})
}, item=self)
dr_or_cr = "credit" if erpnext.get_party_account_type(self.party_type) == 'Receivable' else "debit"
@ -550,7 +548,7 @@ class PaymentEntry(AccountsController):
"credit_in_account_currency": self.paid_amount,
"credit": self.base_paid_amount,
"cost_center": self.cost_center
})
}, item=self)
)
if self.payment_type in ("Receive", "Internal Transfer"):
gl_entries.append(
@ -561,7 +559,7 @@ class PaymentEntry(AccountsController):
"debit_in_account_currency": self.received_amount,
"debit": self.base_received_amount,
"cost_center": self.cost_center
})
}, item=self)
)
def add_deductions_gl_entries(self, gl_entries):

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

@ -80,7 +80,7 @@ def make_journal_entry(doc, supplier, mode_of_payment=None):
paid_amt += d.amount
je.append('accounts', {
'account': doc.references[0].account,
'account': doc.account,
'credit_in_account_currency': paid_amt
})

9
erpnext/accounts/doctype/payment_request/payment_request.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "naming_series:",
"creation": "2015-12-15 22:23:24.745065",
"doctype": "DocType",
@ -210,13 +211,14 @@
"label": "IBAN"
},
{
"fetch_from": "bank_account.branch_code",
"fetch_from": "bank.branch_code",
"fetch_if_empty": 1,
"fieldname": "branch_code",
"fieldtype": "Read Only",
"label": "Branch Code"
},
{
"fetch_from": "bank_account.swift_number",
"fetch_from": "bank.swift_number",
"fieldname": "swift_number",
"fieldtype": "Read Only",
"label": "SWIFT Number"
@ -348,7 +350,8 @@
}
],
"is_submittable": 1,
"modified": "2020-03-28 16:07:31.960798",
"links": [],
"modified": "2020-05-08 10:23:02.815237",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Request",

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

@ -99,7 +99,7 @@ class PricingRule(Document):
self.same_item = 1
def validate_max_discount(self):
if self.rate_or_discount == "Discount Percentage" and self.items:
if self.rate_or_discount == "Discount Percentage" and self.get("items"):
for d in self.items:
max_discount = frappe.get_cached_value("Item", d.item_code, "max_discount")
if max_discount and flt(self.discount_percentage) > flt(max_discount):

30
erpnext/accounts/doctype/pricing_rule/utils.py
View File

@ -4,13 +4,19 @@
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe, copy, json
from frappe import throw, _
import copy
import json
from six import string_types
from frappe.utils import flt, cint, get_datetime, get_link_to_form, today
import frappe
from erpnext.setup.doctype.item_group.item_group import get_child_item_groups
from erpnext.stock.doctype.warehouse.warehouse import get_child_warehouses
from erpnext.stock.get_item_details import get_conversion_factor
from frappe import _, throw
from frappe.utils import cint, flt, get_datetime, get_link_to_form, getdate, today
class MultiplePricingRuleConflict(frappe.ValidationError): pass
@ -502,18 +508,16 @@ def get_pricing_rule_items(pr_doc):
return list(set(apply_on_data))
def validate_coupon_code(coupon_name):
from frappe.utils import today,getdate
coupon=frappe.get_doc("Coupon Code",coupon_name)
coupon = frappe.get_doc("Coupon Code", coupon_name)
if coupon.valid_from:
if coupon.valid_from > getdate(today()) :
frappe.throw(_("Sorry,coupon code validity has not started"))
if coupon.valid_from > getdate(today()):
frappe.throw(_("Sorry, this coupon code's validity has not started"))
elif coupon.valid_upto:
if coupon.valid_upto < getdate(today()) :
frappe.throw(_("Sorry,coupon code validity has expired"))
elif coupon.used>=coupon.maximum_use:
frappe.throw(_("Sorry,coupon code are exhausted"))
else:
return
if coupon.valid_upto < getdate(today()):
frappe.throw(_("Sorry, this coupon code's validity has expired"))
elif coupon.used >= coupon.maximum_use:
frappe.throw(_("Sorry, this coupon code is no longer valid"))
def update_coupon_code_count(coupon_name,transaction_type):
coupon=frappe.get_doc("Coupon Code",coupon_name)

47
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -460,7 +460,7 @@ class PurchaseInvoice(BuyingController):
"against_voucher": self.return_against if cint(self.is_return) and self.return_against else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
def make_item_gl_entries(self, gl_entries):
@ -841,7 +841,7 @@ class PurchaseInvoice(BuyingController):
"against_voucher": self.return_against if cint(self.is_return) and self.return_against else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
gl_entries.append(
@ -852,7 +852,7 @@ class PurchaseInvoice(BuyingController):
"credit_in_account_currency": self.base_paid_amount \
if bank_account_currency==self.company_currency else self.paid_amount,
"cost_center": self.cost_center
}, bank_account_currency)
}, bank_account_currency, item=self)
)
def make_write_off_gl_entry(self, gl_entries):
@ -873,7 +873,7 @@ class PurchaseInvoice(BuyingController):
"against_voucher": self.return_against if cint(self.is_return) and self.return_against else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
gl_entries.append(
self.get_gl_dict({
@ -883,7 +883,7 @@ class PurchaseInvoice(BuyingController):
"credit_in_account_currency": self.base_write_off_amount \
if write_off_account_currency==self.company_currency else self.write_off_amount,
"cost_center": self.cost_center or self.write_off_cost_center
})
}, item=self)
)
def make_gle_for_rounding_adjustment(self, gl_entries):
@ -902,8 +902,7 @@ class PurchaseInvoice(BuyingController):
"debit_in_account_currency": self.rounding_adjustment,
"debit": self.base_rounding_adjustment,
"cost_center": self.cost_center or round_off_cost_center,
}
))
}, item=self))
def on_cancel(self):
super(PurchaseInvoice, self).on_cancel()
@ -1021,6 +1020,40 @@ class PurchaseInvoice(BuyingController):
# calculate totals again after applying TDS
self.calculate_taxes_and_totals()
def set_status(self, update=False, status=None, update_modified=True):
if self.is_new():
if self.get('amended_from'):
self.status = 'Draft'
return
precision = self.precision("outstanding_amount")
outstanding_amount = flt(self.outstanding_amount, precision)
due_date = getdate(self.due_date)
nowdate = getdate()
if not status:
if self.docstatus == 2:
status = "Cancelled"
elif self.docstatus == 1:
if outstanding_amount > 0 and due_date < nowdate:
self.status = "Overdue"
elif outstanding_amount > 0 and due_date >= nowdate:
self.status = "Unpaid"
#Check if outstanding amount is 0 due to debit note issued against invoice
elif outstanding_amount <= 0 and self.is_return == 0 and frappe.db.get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1}):
self.status = "Debit Note Issued"
elif self.is_return == 1:
self.status = "Return"
elif outstanding_amount<=0:
self.status = "Paid"
else:
self.status = "Submitted"
else:
self.status = "Draft"
if update:
self.db_set('status', self.status, update_modified = update_modified)
def get_list_context(context=None):
from erpnext.controllers.website_list_for_contact import get_list_context

16
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -86,6 +86,8 @@ class TestPurchaseInvoice(unittest.TestCase):
pe.submit()
pi_doc = frappe.get_doc('Purchase Invoice', pi_doc.name)
pi_doc.load_from_db()
self.assertTrue(pi_doc.status, "Paid")
self.assertRaises(frappe.LinkExistsError, pi_doc.cancel)
unlink_payment_on_cancel_of_invoice()
@ -203,7 +205,9 @@ class TestPurchaseInvoice(unittest.TestCase):
pi.insert()
pi.submit()
pi.load_from_db()
self.assertTrue(pi.status, "Unpaid")
self.check_gle_for_pi(pi.name)
def check_gle_for_pi(self, pi):
@ -234,6 +238,9 @@ class TestPurchaseInvoice(unittest.TestCase):
pi = frappe.copy_doc(test_records[0])
pi.insert()
pi.load_from_db()
self.assertTrue(pi.status, "Draft")
pi.naming_series = 'TEST-'
self.assertRaises(frappe.CannotChangeConstantError, pi.save)
@ -248,6 +255,8 @@ class TestPurchaseInvoice(unittest.TestCase):
pi.get("taxes").pop(1)
pi.insert()
pi.submit()
pi.load_from_db()
self.assertTrue(pi.status, "Unpaid")
gl_entries = frappe.db.sql("""select account, debit, credit
from `tabGL Entry` where voucher_type='Purchase Invoice' and voucher_no=%s
@ -599,6 +608,11 @@ class TestPurchaseInvoice(unittest.TestCase):
# return entry
pi1 = make_purchase_invoice(is_return=1, return_against=pi.name, qty=-2, rate=50, update_stock=1)
pi.load_from_db()
self.assertTrue(pi.status, "Debit Note Issued")
pi1.load_from_db()
self.assertTrue(pi1.status, "Return")
actual_qty_2 = get_qty_after_transaction()
self.assertEqual(actual_qty_1 - 2, actual_qty_2)
@ -771,6 +785,8 @@ class TestPurchaseInvoice(unittest.TestCase):
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import get_outstanding_amount
pi = make_purchase_invoice(item_code = "_Test Item", qty = (5 * -1), rate=500, is_return = 1)
pi.load_from_db()
self.assertTrue(pi.status, "Return")
outstanding_amount = get_outstanding_amount(pi.doctype,
pi.name, "Creditors - _TC", pi.supplier, "Supplier")

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

@ -924,7 +924,7 @@ var get_healthcare_services_to_invoice = function(frm) {
if(patient && patient!=selected_patient){
selected_patient = patient;
var method = "erpnext.healthcare.utils.get_healthcare_services_to_invoice";
var args = {patient: patient};
var args = {patient: patient, company: frm.doc.company};
var columns = (["service", "reference_name", "reference_type"]);
get_healthcare_items(frm, true, $results, $placeholder, method, args, columns);
}
@ -1068,7 +1068,11 @@ var get_drugs_to_invoice = function(frm) {
description:'Quantity will be calculated only for items which has "Nos" as UoM. You may change as required for each invoice item.',
get_query: function(doc) {
return {
filters: { patient: dialog.get_value("patient"), docstatus: 1 }
filters: {
patient: dialog.get_value("patient"),
company: frm.doc.company,
docstatus: 1
}
};
}
},

25
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -791,7 +791,7 @@ class SalesInvoice(SellingController):
"against_voucher": self.return_against if cint(self.is_return) and self.return_against else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
def make_tax_gl_entries(self, gl_entries):
@ -808,7 +808,7 @@ class SalesInvoice(SellingController):
tax.precision("base_tax_amount_after_discount_amount")) if account_currency==self.company_currency else
flt(tax.tax_amount_after_discount_amount, tax.precision("tax_amount_after_discount_amount"))),
"cost_center": tax.cost_center
}, account_currency)
}, account_currency, item=tax)
)
def make_item_gl_entries(self, gl_entries):
@ -828,7 +828,7 @@ class SalesInvoice(SellingController):
for gle in fixed_asset_gl_entries:
gle["against"] = self.customer
gl_entries.append(self.get_gl_dict(gle))
gl_entries.append(self.get_gl_dict(gle, item=item))
asset.db_set("disposal_date", self.posting_date)
asset.set_status("Sold" if self.docstatus==1 else None)
@ -866,7 +866,7 @@ class SalesInvoice(SellingController):
"against_voucher": self.return_against if cint(self.is_return) else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
})
}, item=self)
)
gl_entries.append(
self.get_gl_dict({
@ -875,7 +875,7 @@ class SalesInvoice(SellingController):
"against": self.customer,
"debit": self.loyalty_amount,
"remark": "Loyalty Points redeemed by the customer"
})
}, item=self)
)
def make_pos_gl_entries(self, gl_entries):
@ -896,7 +896,7 @@ class SalesInvoice(SellingController):
"against_voucher": self.return_against if cint(self.is_return) and self.return_against else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
payment_mode_account_currency = get_account_currency(payment_mode.account)
@ -909,7 +909,7 @@ class SalesInvoice(SellingController):
if payment_mode_account_currency==self.company_currency \
else payment_mode.amount,
"cost_center": self.cost_center
}, payment_mode_account_currency)
}, payment_mode_account_currency, item=self)
)
def make_gle_for_change_amount(self, gl_entries):
@ -927,7 +927,7 @@ class SalesInvoice(SellingController):
"against_voucher": self.return_against if cint(self.is_return) and self.return_against else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
gl_entries.append(
@ -936,7 +936,7 @@ class SalesInvoice(SellingController):
"against": self.customer,
"credit": self.base_change_amount,
"cost_center": self.cost_center
})
}, item=self)
)
else:
frappe.throw(_("Select change amount account"), title="Mandatory Field")
@ -960,7 +960,7 @@ class SalesInvoice(SellingController):
"against_voucher": self.return_against if cint(self.is_return) else self.name,
"against_voucher_type": self.doctype,
"cost_center": self.cost_center
}, self.party_account_currency)
}, self.party_account_currency, item=self)
)
gl_entries.append(
self.get_gl_dict({
@ -971,7 +971,7 @@ class SalesInvoice(SellingController):
self.precision("base_write_off_amount")) if write_off_account_currency==self.company_currency
else flt(self.write_off_amount, self.precision("write_off_amount"))),
"cost_center": self.cost_center or self.write_off_cost_center or default_cost_center
}, write_off_account_currency)
}, write_off_account_currency, item=self)
)
def make_gle_for_rounding_adjustment(self, gl_entries):
@ -988,8 +988,7 @@ class SalesInvoice(SellingController):
"credit": flt(self.base_rounding_adjustment,
self.precision("base_rounding_adjustment")),
"cost_center": self.cost_center or round_off_cost_center,
}
))
}, item=self))
def update_billing_status_in_dn(self, update_modified=True):
updated_delivery_notes = []

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

@ -58,7 +58,7 @@ def get_tax_withholding_details(tax_withholding_category, fiscal_year, company):
"rate": tax_rate_detail.tax_withholding_rate,
"threshold": tax_rate_detail.single_threshold,
"cumulative_threshold": tax_rate_detail.cumulative_threshold,
"description": tax_withholding.category_name
"description": tax_withholding.category_name if tax_withholding.category_name else tax_withholding_category
})
def get_tax_withholding_rates(tax_withholding, fiscal_year):
@ -162,8 +162,7 @@ def get_tds_amount(suppliers, net_total, company, tax_details, fiscal_year_detai
debit_note_amount = get_debit_note_amount(suppliers, year_start_date, year_end_date)
supplier_credit_amount -= debit_note_amount
if ((tax_details.get('threshold', 0) and supplier_credit_amount >= tax_details.threshold)
or (tax_details.get('cumulative_threshold', 0) and supplier_credit_amount >= tax_details.cumulative_threshold)):
if supplier_credit_amount >= tax_details.get('threshold', 0) or supplier_credit_amount >= tax_details.get('cumulative_threshold', 0):
if ldc and is_valid_certificate(ldc.valid_from, ldc.valid_upto, posting_date, tds_deducted, net_total,
ldc.certificate_limit):
@ -225,4 +224,4 @@ def is_valid_certificate(valid_from, valid_upto, posting_date, deducted_amount,
certificate_limit > deducted_amount):
valid = True
return valid
return valid

253
erpnext/accounts/report/budget_variance_report/budget_variance_report.py
View File

@ -2,16 +2,19 @@
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import datetime
from six import iteritems
import frappe
from frappe import _
from frappe.utils import flt
from frappe.utils import formatdate
from frappe.utils import flt, formatdate
from erpnext.controllers.trends import get_period_date_ranges, get_period_month_ranges
from six import iteritems
from pprint import pprint
def execute(filters=None):
if not filters: filters = {}
if not filters:
filters = {}
columns = get_columns(filters)
if filters.get("budget_against_filter"):
@ -43,20 +46,25 @@ def execute(filters=None):
period_data[0] += last_total
if(filters.get("show_cumulative")):
if filters.get("show_cumulative"):
last_total = period_data[0] - period_data[1]
period_data[2] = period_data[0] - period_data[1]
row += period_data
totals[2] = totals[0] - totals[1]
if filters["period"] != "Yearly" :
if filters["period"] != "Yearly":
row += totals
data.append(row)
return columns, data
def get_columns(filters):
columns = [_(filters.get("budget_against")) + ":Link/%s:150"%(filters.get("budget_against")), _("Account") + ":Link/Account:150"]
columns = [
_(filters.get("budget_against"))
+ ":Link/%s:150" % (filters.get("budget_against")),
_("Account") + ":Link/Account:150"
]
group_months = False if filters["period"] == "Monthly" else True
@ -65,84 +73,181 @@ def get_columns(filters):
for year in fiscal_year:
for from_date, to_date in get_period_date_ranges(filters["period"], year[0]):
if filters["period"] == "Yearly":
labels = [_("Budget") + " " + str(year[0]), _("Actual ") + " " + str(year[0]), _("Variance ") + " " + str(year[0])]
labels = [
_("Budget") + " " + str(year[0]),
_("Actual ") + " " + str(year[0]),
_("Variance ") + " " + str(year[0])
]
for label in labels:
columns.append(label+":Float:150")
columns.append(label + ":Float:150")
else:
for label in [_("Budget") + " (%s)" + " " + str(year[0]), _("Actual") + " (%s)" + " " + str(year[0]), _("Variance") + " (%s)" + " " + str(year[0])]:
for label in [
_("Budget") + " (%s)" + " " + str(year[0]),
_("Actual") + " (%s)" + " " + str(year[0]),
_("Variance") + " (%s)" + " " + str(year[0])
]:
if group_months:
label = label % (formatdate(from_date, format_string="MMM") + "-" + formatdate(to_date, format_string="MMM"))
label = label % (
formatdate(from_date, format_string="MMM")
+ "-"
+ formatdate(to_date, format_string="MMM")
)
else:
label = label % formatdate(from_date, format_string="MMM")
columns.append(label+":Float:150")
columns.append(label + ":Float:150")
if filters["period"] != "Yearly" :
return columns + [_("Total Budget") + ":Float:150", _("Total Actual") + ":Float:150",
_("Total Variance") + ":Float:150"]
if filters["period"] != "Yearly":
return columns + [
_("Total Budget") + ":Float:150",
_("Total Actual") + ":Float:150",
_("Total Variance") + ":Float:150"
]
else:
return columns
def get_cost_centers(filters):
cond = "and 1=1"
order_by = ""
if filters.get("budget_against") == "Cost Center":
cond = "order by lft"
order_by = "order by lft"
if filters.get("budget_against") in ["Cost Center", "Project"]:
return frappe.db.sql_list("""select name from `tab{tab}` where company=%s
{cond}""".format(tab=filters.get("budget_against"), cond=cond), filters.get("company"))
return frappe.db.sql_list(
"""
select
name
from
`tab{tab}`
where
company = %s
{order_by}
""".format(tab=filters.get("budget_against"), order_by=order_by),
filters.get("company"))
else:
return frappe.db.sql_list("""select name from `tab{tab}`""".format(tab=filters.get("budget_against"))) #nosec
return frappe.db.sql_list(
"""
select
name
from
`tab{tab}`
""".format(tab=filters.get("budget_against"))) # nosec
#Get dimension & target details
# Get dimension & target details
def get_dimension_target_details(filters):
budget_against = frappe.scrub(filters.get("budget_against"))
cond = ""
if filters.get("budget_against_filter"):
cond += " and b.{budget_against} in (%s)".format(budget_against = \
frappe.scrub(filters.get('budget_against'))) % ', '.join(['%s']* len(filters.get('budget_against_filter')))
cond += """ and b.{budget_against} in (%s)""".format(
budget_against=budget_against) % ", ".join(["%s"] * len(filters.get("budget_against_filter")))
return frappe.db.sql("""
select b.{budget_against} as budget_against, b.monthly_distribution, ba.account, ba.budget_amount,b.fiscal_year
from `tabBudget` b, `tabBudget Account` ba
where b.name=ba.parent and b.docstatus = 1 and b.fiscal_year between %s and %s
and b.budget_against = %s and b.company=%s {cond} order by b.fiscal_year
""".format(budget_against=filters.get("budget_against").replace(" ", "_").lower(), cond=cond),
tuple([filters.from_fiscal_year,filters.to_fiscal_year,filters.budget_against, filters.company] + filters.get('budget_against_filter')),
as_dict=True)
return frappe.db.sql(
"""
select
b.{budget_against} as budget_against,
b.monthly_distribution,
ba.account,
ba.budget_amount,
b.fiscal_year
from
`tabBudget` b,
`tabBudget Account` ba
where
b.name = ba.parent
and b.docstatus = 1
and b.fiscal_year between %s and %s
and b.budget_against = %s
and b.company = %s
{cond}
order by
b.fiscal_year
""".format(
budget_against=budget_against,
cond=cond,
),
tuple(
[
filters.from_fiscal_year,
filters.to_fiscal_year,
filters.budget_against,
filters.company,
]
+ filters.get("budget_against_filter")
), as_dict=True)
#Get target distribution details of accounts of cost center
# Get target distribution details of accounts of cost center
def get_target_distribution_details(filters):
target_details = {}
for d in frappe.db.sql("""select md.name, mdp.month, mdp.percentage_allocation
from `tabMonthly Distribution Percentage` mdp, `tabMonthly Distribution` md
where mdp.parent=md.name and md.fiscal_year between %s and %s order by md.fiscal_year""",(filters.from_fiscal_year, filters.to_fiscal_year), as_dict=1):
target_details.setdefault(d.name, {}).setdefault(d.month, flt(d.percentage_allocation))
for d in frappe.db.sql(
"""
select
md.name,
mdp.month,
mdp.percentage_allocation
from
`tabMonthly Distribution Percentage` mdp,
`tabMonthly Distribution` md
where
mdp.parent = md.name
and md.fiscal_year between %s and %s
order by
md.fiscal_year
""",
(filters.from_fiscal_year, filters.to_fiscal_year), as_dict=1):
target_details.setdefault(d.name, {}).setdefault(
d.month, flt(d.percentage_allocation)
)
return target_details
#Get actual details from gl entry
# Get actual details from gl entry
def get_actual_details(name, filters):
cond = "1=1"
budget_against=filters.get("budget_against").replace(" ", "_").lower()
budget_against = frappe.scrub(filters.get("budget_against"))
cond = ""
if filters.get("budget_against") == "Cost Center":
cc_lft, cc_rgt = frappe.db.get_value("Cost Center", name, ["lft", "rgt"])
cond = "lft>='{lft}' and rgt<='{rgt}'".format(lft = cc_lft, rgt=cc_rgt)
cond = """
and lft >= "{lft}"
and rgt <= "{rgt}"
""".format(lft=cc_lft, rgt=cc_rgt)
ac_details = frappe.db.sql("""select gl.account, gl.debit, gl.credit,gl.fiscal_year,
MONTHNAME(gl.posting_date) as month_name, b.{budget_against} as budget_against
from `tabGL Entry` gl, `tabBudget Account` ba, `tabBudget` b
where
b.name = ba.parent
and b.docstatus = 1
and ba.account=gl.account
and b.{budget_against} = gl.{budget_against}
and gl.fiscal_year between %s and %s
and b.{budget_against}=%s
and exists(select name from `tab{tab}` where name=gl.{budget_against} and {cond}) group by gl.name order by gl.fiscal_year
""".format(tab = filters.budget_against, budget_against = budget_against, cond = cond,from_year=filters.from_fiscal_year,to_year=filters.to_fiscal_year),
(filters.from_fiscal_year, filters.to_fiscal_year, name), as_dict=1)
ac_details = frappe.db.sql(
"""
select
gl.account,
gl.debit,
gl.credit,
gl.fiscal_year,
MONTHNAME(gl.posting_date) as month_name,
b.{budget_against} as budget_against
from
`tabGL Entry` gl,
`tabBudget Account` ba,
`tabBudget` b
where
b.name = ba.parent
and b.docstatus = 1
and ba.account=gl.account
and b.{budget_against} = gl.{budget_against}
and gl.fiscal_year between %s and %s
and b.{budget_against} = %s
and exists(
select
name
from
`tab{tab}`
where
name = gl.{budget_against}
{cond}
)
group by
gl.name
order by gl.fiscal_year
""".format(tab=filters.budget_against, budget_against=budget_against, cond=cond),
(filters.from_fiscal_year, filters.to_fiscal_year, name), as_dict=1)
cc_actual_details = {}
for d in ac_details:
@ -151,7 +256,6 @@ def get_actual_details(name, filters):
return cc_actual_details
def get_dimension_account_month_map(filters):
import datetime
dimension_target_details = get_dimension_target_details(filters)
tdd = get_target_distribution_details(filters)
@ -161,28 +265,43 @@ def get_dimension_account_month_map(filters):
actual_details = get_actual_details(ccd.budget_against, filters)
for month_id in range(1, 13):
month = datetime.date(2013, month_id, 1).strftime('%B')
cam_map.setdefault(ccd.budget_against, {}).setdefault(ccd.account, {}).setdefault(ccd.fiscal_year,{})\
.setdefault(month, frappe._dict({
"target": 0.0, "actual": 0.0
}))
month = datetime.date(2013, month_id, 1).strftime("%B")
cam_map.setdefault(ccd.budget_against, {}).setdefault(
ccd.account, {}
).setdefault(ccd.fiscal_year, {}).setdefault(
month, frappe._dict({"target": 0.0, "actual": 0.0})
)
tav_dict = cam_map[ccd.budget_against][ccd.account][ccd.fiscal_year][month]
month_percentage = tdd.get(ccd.monthly_distribution, {}).get(month, 0) \
if ccd.monthly_distribution else 100.0/12
month_percentage = (
tdd.get(ccd.monthly_distribution, {}).get(month, 0)
if ccd.monthly_distribution
else 100.0 / 12
)
tav_dict.target = flt(ccd.budget_amount) * month_percentage / 100
for ad in actual_details.get(ccd.account, []):
if ad.month_name == month:
tav_dict.actual += flt(ad.debit) - flt(ad.credit)
if ad.month_name == month and ad.fiscal_year == ccd.fiscal_year:
tav_dict.actual += flt(ad.debit) - flt(ad.credit)
return cam_map
def get_fiscal_years(filters):
fiscal_year = frappe.db.sql("""select name from `tabFiscal Year` where
name between %(from_fiscal_year)s and %(to_fiscal_year)s""",
{'from_fiscal_year': filters["from_fiscal_year"], 'to_fiscal_year': filters["to_fiscal_year"]})
fiscal_year = frappe.db.sql(
"""
select
name
from
`tabFiscal Year`
where
name between %(from_fiscal_year)s and %(to_fiscal_year)s
""",
{
"from_fiscal_year": filters["from_fiscal_year"],
"to_fiscal_year": filters["to_fiscal_year"]
})
return fiscal_year

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

@ -53,7 +53,7 @@ frappe.query_reports["General Ledger"] = {
"label": __("Voucher No"),
"fieldtype": "Data",
on_change: function() {
frappe.query_report.set_filter_value('group_by', "");
frappe.query_report.set_filter_value('group_by', "Group by Voucher (Consolidated)");
}
},
{

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

@ -9,8 +9,8 @@ from erpnext.accounts.report.financial_statements import (get_period_list, get_c
import copy
def execute(filters=None):
period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year,
filters.periodicity, filters.accumulated_values, filters.company)
period_list = get_period_list(filters.from_fiscal_year, filters.to_fiscal_year, filters.period_start_date,
filters.period_end_date, filters.filter_based_on, filters.periodicity, filters.accumulated_values, filters.company)
columns, data = [], []

12
erpnext/accounts/report/trial_balance/trial_balance.js
View File

@ -46,7 +46,7 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"default": frappe.defaults.get_user_default("year_end_date"),
},
{
"fieldname":"cost_center",
"fieldname": "cost_center",
"label": __("Cost Center"),
"fieldtype": "Link",
"options": "Cost Center",
@ -61,7 +61,13 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
}
},
{
"fieldname":"finance_book",
"fieldname": "project",
"label": __("Project"),
"fieldtype": "Link",
"options": "Project"
},
{
"fieldname": "finance_book",
"label": __("Finance Book"),
"fieldtype": "Link",
"options": "Finance Book",
@ -97,7 +103,7 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
}
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Trial Balance"].filters.splice(5, 0 ,{
frappe.query_reports["Trial Balance"].filters.splice(6, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",

8
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -69,6 +69,10 @@ def get_data(filters):
gl_entries_by_account = {}
opening_balances = get_opening_balances(filters)
#add filter inside list so that the query in financial_statements.py doesn't break
filters.project = [filters.project]
set_gl_entries_by_account(filters.company, filters.from_date,
filters.to_date, min_lft, max_rgt, filters, gl_entries_by_account, ignore_closing_entries=not flt(filters.with_period_closing_entry))
@ -102,6 +106,9 @@ def get_rootwise_opening_balances(filters, report_type):
additional_conditions += """ and cost_center in (select name from `tabCost Center`
where lft >= %s and rgt <= %s)""" % (lft, rgt)
if filters.project:
additional_conditions += " and project = %(project)s"
if filters.finance_book:
fb_conditions = " AND finance_book = %(finance_book)s"
if filters.include_default_book_entries:
@ -116,6 +123,7 @@ def get_rootwise_opening_balances(filters, report_type):
"from_date": filters.from_date,
"report_type": report_type,
"year_start_date": filters.year_start_date,
"project": filters.project,
"finance_book": filters.finance_book,
"company_fb": frappe.db.get_value("Company", filters.company, 'default_finance_book')
}

12
erpnext/assets/doctype/asset/asset.py
View File

@ -125,7 +125,7 @@ class Asset(AccountsController):
if self.available_for_use_date and getdate(self.available_for_use_date) < getdate(self.purchase_date):
frappe.throw(_("Available-for-use Date should be after purchase date"))
def validate_gross_and_purchase_amount(self):
if self.gross_purchase_amount and self.gross_purchase_amount != self.purchase_receipt_amount:
frappe.throw(_("Gross Purchase Amount should be {} to purchase amount of one single Asset. {}\
@ -455,7 +455,7 @@ class Asset(AccountsController):
for d in self.get('finance_books'):
if d.finance_book == self.default_finance_book:
return cint(d.idx) - 1
def validate_make_gl_entry(self):
purchase_document = self.get_purchase_document()
asset_bought_with_invoice = purchase_document == self.purchase_invoice
@ -487,14 +487,14 @@ class Asset(AccountsController):
purchase_document = self.purchase_invoice if asset_bought_with_invoice else self.purchase_receipt
return purchase_document
def get_asset_accounts(self):
fixed_asset_account = get_asset_category_account('fixed_asset_account', asset=self.name,
asset_category = self.asset_category, company = self.company)
cwip_account = get_asset_account("capital_work_in_progress_account",
self.name, self.asset_category, self.company)
return fixed_asset_account, cwip_account
def make_gl_entries(self):
@ -513,7 +513,7 @@ class Asset(AccountsController):
"credit": self.purchase_receipt_amount,
"credit_in_account_currency": self.purchase_receipt_amount,
"cost_center": self.cost_center
}))
}, item=self))
gl_entries.append(self.get_gl_dict({
"account": fixed_asset_account,
@ -523,7 +523,7 @@ class Asset(AccountsController):
"debit": self.purchase_receipt_amount,
"debit_in_account_currency": self.purchase_receipt_amount,
"cost_center": self.cost_center
}))
}, item=self))
if gl_entries:
from erpnext.accounts.general_ledger import make_gl_entries

3
erpnext/assets/doctype/location/location.json
View File

@ -141,7 +141,7 @@
],
"is_tree": 1,
"links": [],
"modified": "2020-03-18 18:00:08.885805",
"modified": "2020-05-08 16:11:11.375701",
"modified_by": "Administrator",
"module": "Assets",
"name": "Location",
@ -221,7 +221,6 @@
}
],
"quick_entry": 1,
"restrict_to_domain": "Agriculture",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",

4
erpnext/buying/doctype/supplier_quotation/supplier_quotation.js
View File

@ -18,6 +18,10 @@ erpnext.buying.SupplierQuotationController = erpnext.buying.BuyingController.ext
refresh: function() {
var me = this;
this._super();
if (this.frm.doc.__islocal && !this.frm.doc.valid_till) {
this.frm.set_value('valid_till', frappe.datetime.add_months(this.frm.doc.transaction_date, 1));
}
if (this.frm.doc.docstatus === 1) {
cur_frm.add_custom_button(__("Purchase Order"), this.make_purchase_order,
__('Create'));

12
erpnext/buying/doctype/supplier_quotation/supplier_quotation.json
View File

@ -13,9 +13,10 @@
"supplier",
"supplier_name",
"column_break1",
"transaction_date",
"amended_from",
"company",
"transaction_date",
"valid_till",
"amended_from",
"address_section",
"supplier_address",
"contact_person",
@ -791,13 +792,18 @@
"options": "Opportunity",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "valid_till",
"fieldtype": "Date",
"label": "Valid Till"
}
],
"icon": "fa fa-shopping-cart",
"idx": 29,
"is_submittable": 1,
"links": [],
"modified": "2019-12-30 19:17:28.208693",
"modified": "2020-04-15 11:44:52.958022",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation",

16
erpnext/buying/doctype/supplier_quotation/supplier_quotation.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import flt, nowdate, add_days
from frappe.utils import flt, nowdate, add_days, getdate
from frappe.model.mapper import get_mapped_doc
from erpnext.controllers.buying_controller import BuyingController
@ -28,6 +28,7 @@ class SupplierQuotation(BuyingController):
validate_for_items(self)
self.validate_with_previous_doc()
self.validate_uom_is_integer("uom", "qty")
self.validate_valid_till()
def on_submit(self):
frappe.db.set(self, "status", "Submitted")
@ -52,6 +53,11 @@ class SupplierQuotation(BuyingController):
"is_child_table": True
}
})
def validate_valid_till(self):
if self.valid_till and getdate(self.valid_till) < getdate(self.transaction_date):
frappe.throw(_("Valid till Date cannot be before Transaction Date"))
def update_rfq_supplier_status(self, include_me):
rfq_list = set([])
for item in self.items:
@ -158,3 +164,11 @@ def make_quotation(source_name, target_doc=None):
}, target_doc)
return doclist
def set_expired_status():
frappe.db.sql("""
UPDATE
`tabSupplier Quotation` SET `status` = 'Expired'
WHERE
`status` not in ('Cancelled', 'Stopped') AND `valid_till` < %s
""", (nowdate()))

2
erpnext/buying/doctype/supplier_quotation/supplier_quotation_list.js
View File

@ -5,6 +5,8 @@ frappe.listview_settings['Supplier Quotation'] = {
return [__("Ordered"), "green", "status,=,Ordered"];
} else if(doc.status==="Rejected") {
return [__("Lost"), "darkgrey", "status,=,Lost"];
} else if(doc.status==="Expired") {
return [__("Expired"), "darkgrey", "status,=,Expired"];
}
}
};

47
erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js
View File

@ -5,20 +5,18 @@ frappe.query_reports["Quoted Item Comparison"] = {
filters: [
{
fieldtype: "Link",
label: __("Supplier Quotation"),
options: "Supplier Quotation",
fieldname: "supplier_quotation",
default: "",
get_query: () => {
return { filters: { "docstatus": ["<", 2] } }
}
label: __("Company"),
options: "Company",
fieldname: "company",
default: frappe.defaults.get_user_default("Company"),
"reqd": 1
},
{
reqd: 1,
default: "",
options: "Item",
label: __("Item"),
fieldname: "item",
fieldname: "item_code",
fieldtype: "Link",
get_query: () => {
let quote = frappe.query_report.get_filter_value('supplier_quotation');
@ -37,8 +35,37 @@ frappe.query_reports["Quoted Item Comparison"] = {
}
}
}
},
{
fieldname: "supplier",
label: __("Supplier"),
fieldtype: "MultiSelectList",
get_data: function(txt) {
return frappe.db.get_link_options('Supplier', txt);
}
},
{
fieldtype: "Link",
label: __("Supplier Quotation"),
options: "Supplier Quotation",
fieldname: "supplier_quotation",
default: "",
get_query: () => {
return { filters: { "docstatus": ["<", 2] } }
}
},
{
fieldtype: "Link",
label: __("Request for Quotation"),
options: "Request for Quotation",
fieldname: "request_for_quotation",
default: "",
get_query: () => {
return { filters: { "docstatus": ["<", 2] } }
}
}
],
onload: (report) => {
// Create a button for setting the default supplier
report.page.add_inner_button(__("Select Default Supplier"), () => {
@ -102,6 +129,4 @@ frappe.query_reports["Quoted Item Comparison"] = {
});
dialog.show();
}
}
}

237
erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
View File

@ -2,103 +2,180 @@
# For license information, please see license.txt
from __future__ import unicode_literals
from erpnext.setup.utils import get_exchange_rate
from frappe.utils import flt, cint
import frappe
from frappe.utils import flt, cint
from frappe import _
from collections import defaultdict
from erpnext.setup.utils import get_exchange_rate
def execute(filters=None):
qty_list = get_quantity_list(filters.item)
data = get_quote_list(filters.item, qty_list)
columns = get_columns(qty_list)
return columns, data
def get_quote_list(item, qty_list):
out = []
if not item:
if not filters:
return [], []
conditions = get_conditions(filters)
supplier_quotation_data = get_data(filters, conditions)
columns = get_columns()
data, chart_data = prepare_data(supplier_quotation_data)
return columns, data, None, chart_data
def get_conditions(filters):
conditions = ""
if filters.get("supplier_quotation"):
conditions += " AND sqi.parent = %(supplier_quotation)s"
if filters.get("request_for_quotation"):
conditions += " AND sqi.request_for_quotation = %(request_for_quotation)s"
if filters.get("supplier"):
conditions += " AND sq.supplier in %(supplier)s"
return conditions
def get_data(filters, conditions):
if not filters.get("item_code"):
return []
suppliers = []
price_data = []
company_currency = frappe.db.get_default("currency")
float_precision = cint(frappe.db.get_default("float_precision")) or 2
# Get the list of suppliers
for root in frappe.db.sql("""select parent, qty, rate from `tabSupplier Quotation Item`
where item_code=%s and docstatus < 2""", item, as_dict=1):
for splr in frappe.db.sql("""select supplier from `tabSupplier Quotation`
where name =%s and docstatus < 2""", root.parent, as_dict=1):
ip = frappe._dict({
"supplier": splr.supplier,
"qty": root.qty,
"parent": root.parent,
"rate": root.rate
})
price_data.append(ip)
suppliers.append(splr.supplier)
supplier_quotation_data = frappe.db.sql("""SELECT
sqi.parent, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
sq.supplier
FROM
`tabSupplier Quotation Item` sqi,
`tabSupplier Quotation` sq
WHERE
sqi.item_code = %(item_code)s
AND sqi.parent = sq.name
AND sqi.docstatus < 2
AND sq.company = %(company)s
AND sq.status != 'Expired'
{0}""".format(conditions), filters, as_dict=1)
return supplier_quotation_data
def prepare_data(supplier_quotation_data):
out, suppliers, qty_list = [], [], []
supplier_wise_map = defaultdict(list)
supplier_qty_price_map = {}
company_currency = frappe.db.get_default("currency")
float_precision = cint(frappe.db.get_default("float_precision")) or 2
for data in supplier_quotation_data:
supplier = data.get("supplier")
supplier_currency = frappe.db.get_value("Supplier", data.get("supplier"), "default_currency")
#Add a row for each supplier
for root in set(suppliers):
supplier_currency = frappe.db.get_value("Supplier", root, "default_currency")
if supplier_currency:
exchange_rate = get_exchange_rate(supplier_currency, company_currency)
else:
exchange_rate = 1
row = frappe._dict({
"supplier_name": root
})
for col in qty_list:
# Get the quantity for this row
for item_price in price_data:
if str(item_price.qty) == col.key and item_price.supplier == root:
row[col.key] = flt(item_price.rate * exchange_rate, float_precision)
row[col.key + "QUOTE"] = item_price.parent
break
else:
row[col.key] = ""
row[col.key + "QUOTE"] = ""
out.append(row)
return out
def get_quantity_list(item):
out = []
if item:
qty_list = frappe.db.sql("""select distinct qty from `tabSupplier Quotation Item`
where ifnull(item_code,'')=%s and docstatus < 2 order by qty""", item, as_dict=1)
row = {
"quotation": data.get("parent"),
"qty": data.get("qty"),
"price": flt(data.get("rate") * exchange_rate, float_precision),
"uom": data.get("uom"),
"request_for_quotation": data.get("request_for_quotation"),
}
for qt in qty_list:
col = frappe._dict({
"key": str(qt.qty),
"label": "Qty: " + str(int(qt.qty))
})
out.append(col)
# map for report view of form {'supplier1':[{},{},...]}
supplier_wise_map[supplier].append(row)
return out
def get_columns(qty_list):
# map for chart preparation of the form {'supplier1': {'qty': 'price'}}
if not supplier in supplier_qty_price_map:
supplier_qty_price_map[supplier] = {}
supplier_qty_price_map[supplier][row["qty"]] = row["price"]
suppliers.append(supplier)
qty_list.append(data.get("qty"))
suppliers = list(set(suppliers))
qty_list = list(set(qty_list))
# final data format for report view
for supplier in suppliers:
supplier_wise_map[supplier][0].update({"supplier_name": supplier})
for entry in supplier_wise_map[supplier]:
out.append(entry)
chart_data = prepare_chart_data(suppliers, qty_list, supplier_qty_price_map)
return out, chart_data
def prepare_chart_data(suppliers, qty_list, supplier_qty_price_map):
data_points_map = {}
qty_list.sort()
# create qty wise values map of the form {'qty1':[value1, value2]}
for supplier in suppliers:
entry = supplier_qty_price_map[supplier]
for qty in qty_list:
if not qty in data_points_map:
data_points_map[qty] = []
if qty in entry:
data_points_map[qty].append(entry[qty])
else:
data_points_map[qty].append(None)
dataset = []
for qty in qty_list:
datapoints = {
"name": _("Price for Qty ") + str(qty),
"values": data_points_map[qty]
}
dataset.append(datapoints)
chart_data = {
"data": {
"labels": suppliers,
"datasets": dataset
},
"type": "bar"
}
return chart_data
def get_columns():
columns = [{
"fieldname": "supplier_name",
"label": "Supplier",
"label": _("Supplier"),
"fieldtype": "Link",
"options": "Supplier",
"width": 200
}]
for qty in qty_list:
columns.append({
"fieldname": qty.key,
"label": qty.label,
"fieldtype": "Currency",
"options": "currency",
"width": 80
})
columns.append({
"fieldname": qty.key + "QUOTE",
"label": "Quotation",
"fieldtype": "Link",
"options": "Supplier Quotation",
"width": 90
})
},
{
"fieldname": "quotation",
"label": _("Supplier Quotation"),
"fieldtype": "Link",
"options": "Supplier Quotation",
"width": 200
},
{
"fieldname": "qty",
"label": _("Quantity"),
"fieldtype": "Float",
"width": 80
},
{
"fieldname": "price",
"label": _("Price"),
"fieldtype": "Currency",
"options": "Company:company:default_currency",
"width": 110
},
{
"fieldname": "uom",
"label": _("UOM"),
"fieldtype": "Link",
"options": "UOM",
"width": 90
},
{
"fieldname": "request_for_quotation",
"label": _("Request for Quotation"),
"fieldtype": "Link",
"options": "Request for Quotation",
"width": 200
}
]
return columns

11
erpnext/controllers/status_updater.py
View File

@ -69,17 +69,6 @@ status_map = {
["Cancelled", "eval:self.docstatus==2"],
["Closed", "eval:self.status=='Closed'"],
],
"Purchase Invoice": [
["Draft", None],
["Submitted", "eval:self.docstatus==1"],
["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"],
["Return", "eval:self.is_return==1 and self.docstatus==1"],
["Debit Note Issued",
"eval:self.outstanding_amount <= 0 and self.docstatus==1 and self.is_return==0 and get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1})"],
["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"],
["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"],
["Cancelled", "eval:self.docstatus==2"],
],
"Material Request": [
["Draft", None],
["Stopped", "eval:self.status == 'Stopped'"],

12
erpnext/crm/doctype/lead/lead.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_events_in_timeline": 1,
"allow_import": 1,
"autoname": "naming_series:",
@ -447,7 +448,7 @@
"idx": 5,
"image_field": "image",
"links": [],
"modified": "2020-04-08 22:26:11.687110",
"modified": "2020-05-11 20:27:45.868960",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",
@ -504,15 +505,6 @@
"read": 1,
"report": 1,
"role": "Sales User"
},
{
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Guest",
"share": 1
}
],
"search_fields": "lead_name,lead_owner,status",

2
erpnext/crm/doctype/lead/lead.py
View File

@ -153,7 +153,7 @@ class Lead(SellingController):
if not self.lead_name:
self.set_lead_name()
names = self.lead_name.split(" ")
names = self.lead_name.strip().split(" ")
if len(names) > 1:
first_name, last_name = names[0], " ".join(names[1:])
else:

2
erpnext/crm/doctype/linkedin_settings/linkedin_settings.js
View File

@ -62,6 +62,8 @@ frappe.ui.form.on('LinkedIn Settings', {
callback : function(r) {
window.location.href = r.message;
}
}).fail(function() {
frappe.dom.unfreeze();
});
}
},

6
erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
View File

@ -15,7 +15,7 @@ class LinkedInSettings(Document):
params = urlencode({
"response_type":"code",
"client_id": self.consumer_key,
"redirect_uri": get_site_url(frappe.local.site) + "/?cmd=erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback",
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(frappe.utils.get_url()),
"scope": "r_emailaddress w_organization_social r_basicprofile r_liteprofile r_organization_social rw_organization_admin w_member_social"
})
@ -30,7 +30,7 @@ class LinkedInSettings(Document):
"code": code,
"client_id": self.consumer_key,
"client_secret": self.get_password(fieldname="consumer_secret"),
"redirect_uri": get_site_url(frappe.local.site) + "/?cmd=erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback",
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(frappe.utils.get_url()),
}
headers = {
"Content-Type": "application/x-www-form-urlencoded"
@ -154,7 +154,7 @@ class LinkedInSettings(Document):
return response
@frappe.whitelist()
@frappe.whitelist(allow_guest=True)
def callback(code=None, error=None, error_description=None):
if not error:
linkedin_settings = frappe.get_doc("LinkedIn Settings")

2
erpnext/crm/doctype/twitter_settings/twitter_settings.js
View File

@ -47,6 +47,8 @@ frappe.ui.form.on('Twitter Settings', {
callback : function(r) {
window.location.href = r.message;
}
}).fail(function() {
frappe.dom.unfreeze();
});
}
},

34
erpnext/crm/doctype/twitter_settings/twitter_settings.json
View File

@ -11,8 +11,8 @@
"consumer_key",
"column_break_5",
"consumer_secret",
"oauth_token",
"oauth_secret",
"access_token",
"access_token_secret",
"session_status"
],
"fields": [
@ -41,20 +41,6 @@
"label": "API Secret Key",
"reqd": 1
},
{
"fieldname": "oauth_token",
"fieldtype": "Data",
"hidden": 1,
"label": "OAuth Token",
"read_only": 1
},
{
"fieldname": "oauth_secret",
"fieldtype": "Password",
"hidden": 1,
"label": "OAuth Token Secret",
"read_only": 1
},
{
"fieldname": "column_break_5",
"fieldtype": "Column Break"
@ -72,12 +58,26 @@
"label": "Session Status",
"options": "Expired\nActive",
"read_only": 1
},
{
"fieldname": "access_token",
"fieldtype": "Data",
"hidden": 1,
"label": "Access Token",
"read_only": 1
},
{
"fieldname": "access_token_secret",
"fieldtype": "Data",
"hidden": 1,
"label": "Access Token Secret",
"read_only": 1
}
],
"image_field": "profile_pic",
"issingle": 1,
"links": [],
"modified": "2020-04-21 22:06:43.726798",
"modified": "2020-05-13 17:50:47.934776",
"modified_by": "Administrator",
"module": "CRM",
"name": "Twitter Settings",

33
erpnext/crm/doctype/twitter_settings/twitter_settings.py
View File

@ -12,13 +12,12 @@ from tweepy.error import TweepError
class TwitterSettings(Document):
def get_authorize_url(self):
callback_url = "{0}/?cmd=erpnext.crm.doctype.twitter_settings.twitter_settings.callback".format(frappe.utils.get_url())
callback_url = "{0}/api/method/erpnext.crm.doctype.twitter_settings.twitter_settings.callback?".format(frappe.utils.get_url())
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"), callback_url)
try:
redirect_url = auth.get_authorization_url()
return redirect_url
except:
except tweepy.TweepError as e:
frappe.msgprint(_("Error! Failed to get request token."))
frappe.throw(_('Invalid {0} or {1}').format(frappe.bold("Consumer Key"), frappe.bold("Consumer Secret Key")))
@ -32,13 +31,13 @@ class TwitterSettings(Document):
try:
auth.get_access_token(oauth_verifier)
api = self.get_api()
api = self.get_api(auth.access_token, auth.access_token_secret)
user = api.me()
profile_pic = (user._json["profile_image_url"]).replace("_normal","")
frappe.db.set_value(self.doctype, self.name, {
"oauth_token" : auth.access_token,
"oauth_secret" : auth.access_token_secret,
"access_token" : auth.access_token,
"access_token_secret" : auth.access_token_secret,
"account_name" : user._json["screen_name"],
"profile_pic" : profile_pic,
"session_status" : "Active"
@ -50,11 +49,11 @@ class TwitterSettings(Document):
frappe.msgprint(_("Error! Failed to get access token."))
frappe.throw(_('Invalid Consumer Key or Consumer Secret Key'))
def get_api(self):
def get_api(self, access_token, access_token_secret):
# authentication of consumer key and secret
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
# authentication of access token and secret
auth.set_access_token(self.oauth_token, self.get_password(fieldname="oauth_secret"))
auth.set_access_token(access_token, access_token_secret)
return tweepy.API(auth)
@ -68,13 +67,13 @@ class TwitterSettings(Document):
def upload_image(self, media):
media = get_file_path(media)
api = self.get_api()
api = self.get_api(self.access_token, self.access_token_secret)
media = api.media_upload(media)
return media.media_id
def send_tweet(self, text, media_id=None):
api = self.get_api()
api = self.get_api(self.access_token, self.access_token_secret)
try:
if media_id:
response = api.update_status(status = text, media_ids = [media_id])
@ -91,8 +90,12 @@ class TwitterSettings(Document):
frappe.db.commit()
frappe.throw(content["message"],title="Twitter Error {0} {1}".format(e.response.status_code, e.response.reason))
@frappe.whitelist()
def callback(oauth_token, oauth_verifier):
twitter_settings = frappe.get_single("Twitter Settings")
twitter_settings.get_access_token(oauth_token,oauth_verifier)
frappe.db.commit()
@frappe.whitelist(allow_guest=True)
def callback(oauth_token = None, oauth_verifier = None):
if oauth_token and oauth_verifier:
twitter_settings = frappe.get_single("Twitter Settings")
twitter_settings.get_access_token(oauth_token,oauth_verifier)
frappe.db.commit()
else:
frappe.local.response["type"] = "redirect"
frappe.local.response["location"] = get_url_to_form("Twitter Settings","Twitter Settings")

5
erpnext/crm/utils.py
View File

@ -19,6 +19,5 @@ def update_lead_phone_numbers(contact, method):
mobile_no = primary_mobile_nos[0]
lead = frappe.get_doc("Lead", contact_lead)
lead.phone = phone
lead.mobile_no = mobile_no
lead.save()
lead.db_set("phone", phone)
lead.db_set("mobile_no", mobile_no)

702
erpnext/education/doctype/assessment_plan/assessment_plan.json
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"name": "Assessment Plan",
"name_case": "",
"owner": "Administrator",
"permissions": [
{
@ -794,28 +211,17 @@
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Academics User",
"set_user_permissions": 0,
"share": 1,
"submit": 1,
"write": 1
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"restrict_to_domain": "Education",
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "assessment_name",
"track_changes": 0,
"track_seen": 0,
"track_views": 0
"title_field": "assessment_name"
}

15
erpnext/education/doctype/education_settings/education_settings.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"creation": "2017-04-05 13:33:04.519313",
"doctype": "DocType",
"editable_grid": 1,
@ -42,12 +43,14 @@
"fieldtype": "Column Break"
},
{
"default": "0",
"description": "For Batch based Student Group, the Student Batch will be validated for every Student from the Program Enrollment.",
"fieldname": "validate_batch",
"fieldtype": "Check",
"label": "Validate Batch for Students in Student Group"
},
{
"default": "0",
"description": "For Course based Student Group, the Course will be validated for every Student from the enrolled Courses in Program Enrollment.",
"fieldname": "validate_course",
"fieldtype": "Check",
@ -74,13 +77,13 @@
{
"fieldname": "web_academy_settings_section",
"fieldtype": "Section Break",
"label": "LMS Settings"
"label": "Learning Management System Settings"
},
{
"depends_on": "eval: doc.enable_lms",
"fieldname": "portal_title",
"fieldtype": "Data",
"label": "LMS Title"
"label": "Learning Management System Title"
},
{
"depends_on": "eval: doc.enable_lms",
@ -89,9 +92,10 @@
"label": "Description"
},
{
"default": "0",
"fieldname": "enable_lms",
"fieldtype": "Check",
"label": "Enable LMS"
"label": "Enable Learning Management System"
},
{
"default": "0",
@ -102,7 +106,8 @@
}
],
"issingle": 1,
"modified": "2019-05-13 18:36:13.127563",
"links": [],
"modified": "2020-05-07 19:18:10.639356",
"modified_by": "Administrator",
"module": "Education",
"name": "Education Settings",
@ -141,4 +146,4 @@
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}
}

6
erpnext/education/doctype/fees/fees.py
View File

@ -98,14 +98,16 @@ class Fees(AccountsController):
"debit_in_account_currency": self.grand_total,
"against_voucher": self.name,
"against_voucher_type": self.doctype
})
}, item=self)
fee_gl_entry = self.get_gl_dict({
"account": self.income_account,
"against": self.student,
"credit": self.grand_total,
"credit_in_account_currency": self.grand_total,
"cost_center": self.cost_center
})
}, item=self)
from erpnext.accounts.general_ledger import make_gl_entries
make_gl_entries([student_gl_entries, fee_gl_entry], cancel=(self.docstatus == 2),
update_outstanding="Yes", merge_entries=False)

2
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@ -209,7 +209,7 @@ def new_bank_transaction(transaction):
result.append(new_transaction.name)
except Exception:
frappe.throw(frappe.get_traceback())
frappe.throw(title=_('Bank transaction creation error'))
return result

41
erpnext/healthcare/dashboard_fixtures.py Normal file
View File

@ -0,0 +1,41 @@
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
import json
def get_data():
return frappe._dict({
"dashboards": get_dashboards(),
"charts": get_charts(),
})
def get_dashboards():
return [{
"name": "Healthcare",
"dashboard_name": "Healthcare",
"charts": [
{ "chart": "Patient Appointments" }
]
}]
def get_charts():
return [
{
"doctype": "Dashboard Chart",
"time_interval": "Daily",
"name": "Patient Appointments",
"chart_name": "Patient Appointments",
"timespan": "Last Month",
"color": "#77ecca",
"filters_json": json.dumps({}),
"chart_type": "Count",
"timeseries": 1,
"based_on": "appointment_datetime",
"owner": "Administrator",
"document_type": "Patient Appointment",
"type": "Line",
"width": "Half"
}
]

51
erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.js
View File

@ -43,7 +43,8 @@ frappe.ui.form.on('Clinical Procedure', {
return {
filters: {
'is_group': false,
'allow_appointments': true
'allow_appointments': true,
'company': frm.doc.company
}
};
});
@ -158,11 +159,13 @@ frappe.ui.form.on('Clinical Procedure', {
age = __('{0} as on {1}', [age, data.message.age_as_on]);
}
}
frm.set_value('patient_name', data.message.patient_name);
frm.set_value('patient_age', age);
frm.set_value('patient_sex', data.message.sex);
}
});
} else {
frm.set_value('patient_name', '');
frm.set_value('patient_age', '');
frm.set_value('patient_sex', '');
}
@ -177,15 +180,35 @@ frappe.ui.form.on('Clinical Procedure', {
name: frm.doc.appointment
},
callback: function(data) {
frm.set_value('patient', data.message.patient);
frm.set_value('procedure_template', data.message.procedure_template);
frm.set_value('medical_department', data.message.department);
frm.set_value('start_date', data.message.appointment_date);
frm.set_value('start_time', data.message.appointment_time);
frm.set_value('notes', data.message.notes);
frm.set_value('service_unit', data.message.service_unit);
let values = {
'patient':data.message.patient,
'procedure_template': data.message.procedure_template,
'medical_department': data.message.department,
'practitioner': data.message.practitioner,
'start_date': data.message.appointment_date,
'start_time': data.message.appointment_time,
'notes': data.message.notes,
'service_unit': data.message.service_unit,
'company': data.message.company
};
frm.set_value(values);
}
});
} else {
let values = {
'patient': '',
'patient_name': '',
'patient_sex': '',
'patient_age': '',
'medical_department': '',
'procedure_template': '',
'start_date': '',
'start_time': '',
'notes': '',
'service_unit': '',
'inpatient_record': ''
};
frm.set_value(values);
}
},
@ -234,9 +257,11 @@ frappe.ui.form.on('Clinical Procedure', {
name: frm.doc.practitioner
},
callback: function (data) {
frappe.model.set_value(frm.doctype,frm.docname, 'medical_department',data.message.department);
frappe.model.set_value(frm.doctype,frm.docname, 'practitioner_name', data.message.practitioner_name);
}
});
} else {
frappe.model.set_value(frm.doctype,frm.docname, 'practitioner_name', '');
}
},
@ -284,14 +309,6 @@ frappe.ui.form.on('Clinical Procedure', {
});
cur_frm.set_query('procedure_template', function(doc) {
return {
filters: {
'medical_department': doc.medical_department
}
};
});
frappe.ui.form.on('Clinical Procedure Item', {
qty: function(frm, cdt, cdn) {
let d = locals[cdt][cdn];

99
erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.json
View File

@ -7,28 +7,32 @@
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"inpatient_record",
"naming_series",
"procedure_template",
"title",
"appointment",
"procedure_template",
"column_break_30",
"company",
"invoiced",
"section_break_6",
"patient",
"patient_name",
"patient_sex",
"patient_age",
"prescription",
"medical_department",
"practitioner",
"inpatient_record",
"notes",
"column_break_7",
"status",
"practitioner",
"practitioner_name",
"medical_department",
"service_unit",
"warehouse",
"start_date",
"start_time",
"sample",
"invoiced",
"notes",
"company",
"consumables_section",
"consume_stock",
"warehouse",
"items",
"section_break_24",
"invoice_separately_as_consumables",
@ -36,6 +40,9 @@
"consumable_total_amount",
"column_break_27",
"consumption_details",
"sb_refs",
"column_break_34",
"prescription",
"amended_from"
],
"fields": [
@ -56,15 +63,15 @@
{
"fieldname": "appointment",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Appointment",
"options": "Patient Appointment"
"options": "Patient Appointment",
"set_only_once": 1
},
{
"fetch_from": "inpatient_record.patient",
"fieldname": "patient",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Patient",
"options": "Patient",
"reqd": 1
@ -88,17 +95,20 @@
"fieldtype": "Link",
"hidden": 1,
"label": "Procedure Prescription",
"options": "Procedure Prescription"
"options": "Procedure Prescription",
"read_only": 1
},
{
"fieldname": "medical_department",
"fieldtype": "Link",
"in_standard_filter": 1,
"label": "Medical Department",
"options": "Medical Department"
},
{
"fieldname": "practitioner",
"fieldtype": "Link",
"in_standard_filter": 1,
"label": "Healthcare Practitioner",
"options": "Healthcare Practitioner"
},
@ -208,6 +218,7 @@
"read_only": 1
},
{
"depends_on": "eval:!doc.__islocal",
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
@ -226,6 +237,8 @@
"read_only": 1
},
{
"collapsible": 1,
"collapsible_depends_on": "consume_stock",
"fieldname": "consumables_section",
"fieldtype": "Section Break",
"label": "Consumables"
@ -237,11 +250,51 @@
{
"fieldname": "section_break_24",
"fieldtype": "Section Break"
},
{
"fieldname": "column_break_30",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_6",
"fieldtype": "Section Break"
},
{
"collapsible": 1,
"fieldname": "sb_refs",
"fieldtype": "Section Break"
},
{
"fieldname": "patient_name",
"fieldtype": "Data",
"label": "Patient Name",
"read_only": 1
},
{
"fieldname": "practitioner_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Practitioner Name",
"read_only": 1
},
{
"fieldname": "column_break_34",
"fieldtype": "Column Break"
},
{
"allow_on_submit": 1,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"is_submittable": 1,
"links": [],
"modified": "2020-03-02 11:44:27.970651",
"modified": "2020-04-27 21:36:23.796924",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Clinical Procedure",
@ -257,11 +310,27 @@
"report": 1,
"role": "Nursing User",
"share": 1,
"submit": 1,
"write": 1
},
{
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Physician",
"share": 1,
"submit": 1,
"write": 1
}
],
"restrict_to_domain": "Healthcare",
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "title",
"track_changes": 1
}

6
erpnext/healthcare/doctype/clinical_procedure/clinical_procedure.py
View File

@ -16,6 +16,7 @@ from frappe.model.mapper import get_mapped_doc
class ClinicalProcedure(Document):
def validate(self):
self.set_status()
self.set_title()
if self.consume_stock:
self.set_actual_qty()
@ -37,7 +38,7 @@ class ClinicalProcedure(Document):
template = frappe.get_doc('Clinical Procedure Template', self.procedure_template)
if template.sample:
patient = frappe.get_doc('Patient', self.patient)
sample_collection = create_sample_doc(template, patient, None)
sample_collection = create_sample_doc(template, patient, None, self.company)
frappe.db.set_value('Clinical Procedure', self.name, 'sample', sample_collection.name)
self.reload()
@ -50,6 +51,9 @@ class ClinicalProcedure(Document):
elif self.docstatus == 2:
self.status = 'Cancelled'
def set_title(self):
self.title = _('{0} - {1}').format(self.patient_name or self.patient, self.procedure_template)[:100]
def complete_procedure(self):
if self.consume_stock and self.items:
stock_entry = make_stock_entry(self)

10
erpnext/healthcare/doctype/healthcare_practitioner/healthcare_practitioner.json
View File

@ -1,6 +1,5 @@
{
"actions": [],
"allow_copy": 1,
"allow_import": 1,
"allow_rename": 1,
"autoname": "naming_series:",
@ -51,17 +50,20 @@
"fieldname": "first_name",
"fieldtype": "Data",
"label": "First Name",
"no_copy": 1,
"reqd": 1
},
{
"fieldname": "middle_name",
"fieldtype": "Data",
"label": "Middle Name (Optional)"
"label": "Middle Name (Optional)",
"no_copy": 1
},
{
"fieldname": "last_name",
"fieldtype": "Data",
"label": "Last Name"
"label": "Last Name",
"no_copy": 1
},
{
"fieldname": "image",
@ -226,6 +228,7 @@
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Full Name",
"no_copy": 1,
"read_only": 1,
"search_index": 1
},
@ -233,6 +236,7 @@
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Series",
"no_copy": 1,
"options": "HLC-PRAC-.YYYY.-",
"report_hide": 1,
"set_only_once": 1

6
erpnext/healthcare/doctype/healthcare_settings/healthcare_settings.json
View File

@ -240,7 +240,7 @@
"label": "Patient Registration"
},
{
"default": "Hello {{doc.patient}}, Thank you for registering with {{doc.company}}. Your ID is {{doc.id}} . Please note this ID for future reference. \nThank You, Get well soon!",
"default": "Hello {{doc.patient}}, Thank you for registering with {{doc.company}}. Your ID is {{doc.name}} . Please note this ID for future reference. \nThank You!",
"depends_on": "send_registration_msg",
"fieldname": "registration_msg",
"fieldtype": "Small Text",
@ -254,7 +254,7 @@
"label": "Appointment Confirmation"
},
{
"default": "Hello {{doc.patient}}, You have scheduled an appointment with {{doc.practitioner}} by {{doc.start_dt}} at {{doc.company}}.\nThank you, Good day!",
"default": "Hello {{doc.patient}}, You have scheduled an appointment with {{doc.practitioner}} on {{doc.appointment_datetime}} at {{doc.company}}.\nThank you, Good day!",
"depends_on": "send_appointment_confirmation",
"fieldname": "appointment_confirmation_msg",
"fieldtype": "Small Text",
@ -276,7 +276,7 @@
"label": "Appointment Reminder"
},
{
"default": "Hello {{doc.patient}}, You have an appointment with {{doc.practitioner}} by {{doc.appointment_time}} at {{doc.company}}.\nThank you, Good day!\n",
"default": "Hello {{doc.patient}}, You have an appointment with {{doc.practitioner}} by {{doc.appointment_datetime}} at {{doc.company}}.\nThank you, Good day!\n",
"depends_on": "send_appointment_reminder",
"fieldname": "appointment_reminder_msg",
"fieldtype": "Small Text",

1165
erpnext/healthcare/doctype/inpatient_record/inpatient_record.json
View File

File diff suppressed because it is too large Load Diff

11
erpnext/healthcare/doctype/inpatient_record/test_inpatient_record.py
View File

@ -8,7 +8,6 @@ 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.patient_appointment.test_patient_appointment import create_patient
class TestInpatientRecord(unittest.TestCase):
def test_admit_and_discharge(self):
@ -112,3 +111,13 @@ def get_service_unit_type():
service_unit_type.save(ignore_permissions = True)
return service_unit_type.name
return service_unit_type
def create_patient():
patient = frappe.db.exists('Patient', '_Test IPD Patient')
if not patient:
patient = frappe.new_doc('Patient')
patient.first_name = '_Test IPD Patient'
patient.sex = 'Female'
patient.save(ignore_permissions=True)
patient = patient.name
return patient

13
erpnext/healthcare/doctype/lab_test/lab_test.js
View File

@ -137,13 +137,13 @@ var get_lab_test_prescribed = function(frm){
});
}
else{
frappe.msgprint(__("Please select Patient to get Lab Tests"));
frappe.msgprint(__("Please select a Patient to get Lab Tests"));
}
};
var show_lab_tests = function(frm, result){
var d = new frappe.ui.Dialog({
title: __("Lab Test Prescriptions"),
title: __("Lab Tests"),
fields: [
{
fieldtype: "HTML", fieldname: "lab_test"
@ -161,7 +161,7 @@ var show_lab_tests = function(frm, result){
<div class="col-xs-1">\
<a data-name="%(name)s" data-lab-test="%(lab_test)s"\
data-encounter="%(encounter)s" data-practitioner="%(practitioner)s"\
data-invoiced="%(invoiced)s" href="#"><button class="btn btn-default btn-xs">Get Lab Test\
data-invoiced="%(invoiced)s" href="#"><button class="btn btn-default btn-xs">Get Lab Tests\
</button></a></div></div>', {name:y[0], lab_test: y[1], encounter:y[2], invoiced:y[3], practitioner:y[4], date:y[5]})).appendTo(html_field);
row.find("a").click(function() {
frm.doc.template = $(this).attr("data-lab-test");
@ -180,9 +180,10 @@ var show_lab_tests = function(frm, result){
return false;
});
});
if(!result){
var msg = "There are no Lab Test prescribed for "+frm.doc.patient;
$(repl('<div class="col-xs-12" style="padding-top:20px;" >%(msg)s</div></div>', {msg: msg})).appendTo(html_field);
if(!result.length){
var msg = __("No Lab Tests found for the Patient {0}", [frm.doc.patient_name.bold()]);
html_field.empty();
$(repl('<div class="col-xs-12" style="padding-top:0px;" >%(msg)s</div>', {msg: msg})).appendTo(html_field);
}
d.show();
};

15
erpnext/healthcare/doctype/lab_test/lab_test.json
View File

@ -9,18 +9,18 @@
"document_type": "Document",
"engine": "InnoDB",
"field_order": [
"inpatient_record",
"naming_series",
"invoiced",
"patient",
"patient_name",
"patient_age",
"patient_sex",
"practitioner",
"report_preference",
"email",
"mobile",
"company",
"practitioner",
"c_b",
"inpatient_record",
"company",
"department",
"status",
"submitted_date",
@ -31,7 +31,7 @@
"employee_name",
"employee_designation",
"user",
"report_preference",
"invoiced",
"sb_first",
"lab_test_name",
"column_break_26",
@ -153,7 +153,7 @@
{
"fieldname": "company",
"fieldtype": "Link",
"hidden": 1,
"in_standard_filter": 1,
"label": "Company",
"options": "Company",
"print_hide": 1,
@ -168,6 +168,7 @@
"fieldname": "department",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"in_standard_filter": 1,
"label": "Department",
"options": "Medical Department",
"search_index": 1
@ -427,7 +428,7 @@
],
"is_submittable": 1,
"links": [],
"modified": "2020-03-23 19:37:06.617764",
"modified": "2020-04-04 19:16:29.131168",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Lab Test",

21
erpnext/healthcare/doctype/lab_test/lab_test.py
View File

@ -69,9 +69,9 @@ def create_multiple(doctype, docname):
lab_test_created = create_lab_test_from_encounter(docname)
if lab_test_created:
frappe.msgprint(_("Lab Test(s) "+lab_test_created+" created."))
frappe.msgprint(_("Lab Test(s) {0} created".format(lab_test_created)))
else:
frappe.msgprint(_("No Lab Test created"))
frappe.msgprint(_("No Lab Tests created"))
def create_lab_test_from_encounter(encounter_id):
lab_test_created = False
@ -87,7 +87,7 @@ def create_lab_test_from_encounter(encounter_id):
for lab_test_id in lab_test_ids:
template = get_lab_test_template(lab_test_id[1])
if template:
lab_test = create_lab_test_doc(lab_test_id[2], encounter.practitioner, patient, template)
lab_test = create_lab_test_doc(lab_test_id[2], encounter.practitioner, patient, template, encounter.company)
lab_test.save(ignore_permissions = True)
frappe.db.set_value("Lab Prescription", lab_test_id[0], "lab_test_created", 1)
if not lab_test_created:
@ -111,7 +111,7 @@ def create_lab_test_from_invoice(invoice_name):
if lab_test_created != 1:
template = get_lab_test_template(item.item_code)
if template:
lab_test = create_lab_test_doc(True, invoice.ref_practitioner, patient, template)
lab_test = create_lab_test_doc(True, invoice.ref_practitioner, patient, template, invoice.company)
if item.reference_dt == "Lab Prescription":
lab_test.prescription = item.reference_dn
lab_test.save(ignore_permissions = True)
@ -121,7 +121,7 @@ def create_lab_test_from_invoice(invoice_name):
if not lab_tests_created:
lab_tests_created = lab_test.name
else:
lab_tests_created += ", "+lab_test.name
lab_tests_created += ", " + lab_test.name
return lab_tests_created
def get_lab_test_template(item):
@ -141,7 +141,7 @@ def check_template_exists(item):
return template_exists
return False
def create_lab_test_doc(invoiced, practitioner, patient, template):
def create_lab_test_doc(invoiced, practitioner, patient, template, company):
lab_test = frappe.new_doc("Lab Test")
lab_test.invoiced = invoiced
lab_test.practitioner = practitioner
@ -150,11 +150,12 @@ def create_lab_test_doc(invoiced, practitioner, patient, template):
lab_test.patient_sex = patient.sex
lab_test.email = patient.email
lab_test.mobile = patient.mobile
lab_test.report_preference = patient.report_preference
lab_test.department = template.department
lab_test.template = template.name
lab_test.lab_test_group = template.lab_test_group
lab_test.result_date = getdate()
lab_test.report_preference = patient.report_preference
lab_test.company = company
return lab_test
def create_normals(template, lab_test):
@ -190,7 +191,7 @@ def create_specials(template, lab_test):
special.require_result_value = 1
special.template = template.name
def create_sample_doc(template, patient, invoice):
def create_sample_doc(template, patient, invoice, company = None):
if template.sample:
sample_exists = frappe.db.exists({
"doctype": "Sample Collection",
@ -221,6 +222,8 @@ def create_sample_doc(template, patient, invoice):
sample_collection.sample = template.sample
sample_collection.sample_uom = template.sample_uom
sample_collection.sample_qty = template.sample_qty
sample_collection.company = company
if(template.sample_details):
sample_collection.sample_details = "Test :" + (template.get("lab_test_name") or template.get("template")) +"\n"+"Collection Detials:\n\t"+template.sample_details
sample_collection.save(ignore_permissions=True)
@ -229,7 +232,7 @@ def create_sample_doc(template, patient, invoice):
def create_sample_collection(lab_test, template, patient, invoice):
if(frappe.db.get_value("Healthcare Settings", None, "create_sample_collection_for_lab_test") == "1"):
sample_collection = create_sample_doc(template, patient, invoice)
sample_collection = create_sample_doc(template, patient, invoice, lab_test.company)
if(sample_collection):
lab_test.sample = sample_collection.name
return lab_test

3
erpnext/healthcare/doctype/patient/patient.js
View File

@ -10,6 +10,8 @@ frappe.ui.form.on('Patient', {
]
};
});
frm.set_query('customer_group', {'is_group': 0});
frm.set_query('default_price_list', { 'selling': 1});
if (frappe.defaults.get_default('patient_name_by') != 'Naming Series') {
frm.toggle_display('naming_series', false);
@ -40,6 +42,7 @@ frappe.ui.form.on('Patient', {
frm.add_custom_button(__('Patient Encounter'), function () {
create_encounter(frm);
}, 'Create');
frm.toggle_enable(['customer'], 0); // ToDo, allow change only if no transactions booked or better, add merge option
}
},
onload: function (frm) {

88
erpnext/healthcare/doctype/patient/patient.json
View File

@ -24,13 +24,20 @@
"image",
"column_break_14",
"status",
"inpatient_status",
"inpatient_record",
"customer",
"inpatient_status",
"report_preference",
"mobile",
"email",
"phone",
"report_preference",
"customer_details_section",
"customer",
"customer_group",
"territory",
"column_break_24",
"default_currency",
"default_price_list",
"language",
"personal_and_social_history",
"occupation",
"column_break_25",
@ -52,9 +59,7 @@
"surrounding_factors",
"other_risk_factors",
"more_info",
"patient_details",
"ac_sb",
"default_currency"
"patient_details"
],
"fields": [
{
@ -67,6 +72,7 @@
{
"fieldname": "inpatient_status",
"fieldtype": "Select",
"in_preview": 1,
"label": "Inpatient Status",
"options": "\nAdmission Scheduled\nAdmitted\nDischarge Scheduled",
"read_only": 1
@ -101,6 +107,7 @@
{
"fieldname": "sex",
"fieldtype": "Link",
"in_preview": 1,
"label": "Gender",
"options": "Gender",
"reqd": 1
@ -109,6 +116,7 @@
"bold": 1,
"fieldname": "blood_group",
"fieldtype": "Select",
"in_preview": 1,
"label": "Blood Group",
"options": "\nA Positive\nA Negative\nAB Positive\nAB Negative\nB Positive\nB Negative\nO Positive\nO Negative"
},
@ -116,6 +124,7 @@
"bold": 1,
"fieldname": "dob",
"fieldtype": "Date",
"in_preview": 1,
"label": "Date of birth"
},
{
@ -142,6 +151,7 @@
"fieldname": "image",
"fieldtype": "Attach Image",
"hidden": 1,
"in_preview": 1,
"label": "Image",
"no_copy": 1,
"print_hide": 1,
@ -157,7 +167,8 @@
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Customer",
"options": "Customer"
"options": "Customer",
"set_only_once": 1
},
{
"fieldname": "report_preference",
@ -171,7 +182,8 @@
"fieldtype": "Data",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Mobile"
"label": "Mobile",
"options": "Phone"
},
{
"bold": 1,
@ -186,7 +198,8 @@
"fieldname": "phone",
"fieldtype": "Data",
"in_filter": 1,
"label": "Phone"
"label": "Phone",
"options": "Phone"
},
{
"collapsible": 1,
@ -268,25 +281,25 @@
"fieldname": "tobacco_past_use",
"fieldtype": "Data",
"ignore_xss_filter": 1,
"label": "Tobacco Consumption Habbits (Past)"
"label": "Tobacco Consumption (Past)"
},
{
"fieldname": "tobacco_current_use",
"fieldtype": "Data",
"ignore_xss_filter": 1,
"label": "Tobacco Consumption Habbits (Present)"
"label": "Tobacco Consumption (Present)"
},
{
"fieldname": "alcohol_past_use",
"fieldtype": "Data",
"ignore_xss_filter": 1,
"label": "Alcohol Consumption Habbits (Past)"
"label": "Alcohol Consumption (Past)"
},
{
"fieldname": "alcohol_current_use",
"fieldtype": "Data",
"ignore_user_permissions": 1,
"label": "Alcohol Consumption Habbits (Present)"
"label": "Alcohol Consumption (Present)"
},
{
"fieldname": "column_break_32",
@ -320,20 +333,11 @@
"ignore_xss_filter": 1,
"label": "Patient Details"
},
{
"collapsible": 1,
"fieldname": "ac_sb",
"fieldtype": "Section Break",
"label": "Account Details"
},
{
"fieldname": "default_currency",
"fieldtype": "Link",
"hidden": 1,
"ignore_xss_filter": 1,
"label": "Default Currency",
"options": "Currency",
"print_hide": 1
"label": "Billing Currency",
"options": "Currency"
},
{
"fieldname": "last_name",
@ -351,13 +355,47 @@
"fieldname": "middle_name",
"fieldtype": "Data",
"label": "Middle Name (optional)"
},
{
"collapsible": 1,
"fieldname": "customer_details_section",
"fieldtype": "Section Break",
"label": "Customer Details"
},
{
"fieldname": "customer_group",
"fieldtype": "Link",
"label": "Customer Group",
"options": "Customer Group"
},
{
"fieldname": "territory",
"fieldtype": "Link",
"label": "Territory",
"options": "Territory"
},
{
"fieldname": "column_break_24",
"fieldtype": "Column Break"
},
{
"fieldname": "default_price_list",
"fieldtype": "Link",
"label": "Default Price List",
"options": "Price List"
},
{
"fieldname": "language",
"fieldtype": "Link",
"label": "Print Language",
"options": "Language"
}
],
"icon": "fa fa-user",
"image_field": "image",
"links": [],
"max_attachments": 50,
"modified": "2020-04-06 12:55:30.807744",
"modified": "2020-04-25 17:24:32.146415",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Patient",

55
erpnext/healthcare/doctype/patient/patient.py
View File

@ -10,6 +10,7 @@ from frappe.utils import cint, cstr, getdate
import dateutil
from frappe.model.naming import set_name_by_naming_series
from frappe.utils.nestedset import get_root_of
from erpnext import get_default_currency
from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_receivable_account, get_income_account, send_registration_sms
class Patient(Document):
@ -17,6 +18,9 @@ class Patient(Document):
self.set_full_name()
self.add_as_website_user()
def before_insert(self):
self.set_missing_customer_details()
def after_insert(self):
self.add_as_website_user()
self.reload()
@ -26,6 +30,25 @@ class Patient(Document):
frappe.db.set_value('Patient', self.name, 'status', 'Disabled')
else:
send_registration_sms(self)
self.reload() # self.notify_update()
def on_update(self):
if self.customer:
customer = frappe.get_doc('Customer', self.customer)
if self.customer_group:
customer.customer_group = self.customer_group
if self.territory:
customer.territory = self.territory
customer.customer_name = self.patient_name
customer.default_price_list = self.default_price_list
customer.default_currency = self.default_currency
customer.language = self.language
customer.ignore_mandatory = True
customer.save(ignore_permissions=True)
else:
if frappe.db.get_single_value('Healthcare Settings', 'link_customer_to_patient'):
create_customer(self)
def set_full_name(self):
if self.last_name:
@ -33,6 +56,22 @@ class Patient(Document):
else:
self.patient_name = self.first_name
def set_missing_customer_details(self):
if not self.customer_group:
self.customer_group = frappe.db.get_single_value('Selling Settings', 'customer_group') or get_root_of('Customer Group')
if not self.territory:
self.territory = frappe.db.get_single_value('Selling Settings', 'territory') or get_root_of('Territory')
if not self.default_price_list:
self.default_price_list = frappe.db.get_single_value('Selling Settings', 'selling_price_list')
if not self.customer_group or not self.territory or not self.default_price_list:
frappe.msgprint(_('Please set defaults for Customer Group, Territory and Selling Price List in Selling Settings'), alert=True)
if not self.default_currency:
self.default_currency = get_default_currency()
if not self.language:
self.language = frappe.db.get_single_value('System Settings', 'language')
def add_as_website_user(self):
if self.email:
if not frappe.db.exists ('User', self.email):
@ -86,19 +125,15 @@ class Patient(Document):
return {'invoice': sales_invoice.name}
def create_customer(doc):
customer_group = frappe.db.get_single_value('Selling Settings', 'customer_group')
territory = frappe.db.get_single_value('Selling Settings', 'territory')
if not (customer_group and territory):
customer_group = get_root_of('Customer Group')
territory = get_root_of('Territory')
frappe.msgprint(_('Please set default customer group and territory in Selling Settings'), alert=True)
customer = frappe.get_doc({
'doctype': 'Customer',
'customer_name': doc.patient_name,
'customer_group': customer_group,
'territory' : territory,
'customer_type': 'Individual'
'customer_group': doc.customer_group or frappe.db.get_single_value('Selling Settings', 'customer_group'),
'territory' : doc.territory or frappe.db.get_single_value('Selling Settings', 'territory'),
'customer_type': 'Individual',
'default_currency': doc.default_currency,
'default_price_list': doc.default_price_list,
'language': doc.language
}).insert(ignore_permissions=True, ignore_mandatory=True)
frappe.db.set_value('Patient', doc.name, 'customer', customer.name)

13
erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
View File

@ -32,8 +32,9 @@ frappe.ui.form.on('Patient Appointment', {
frm.set_query('service_unit', function(){
return {
filters: {
'is_group': 0,
'allow_appointments': 1
'is_group': false,
'allow_appointments': true,
'company': frm.doc.company
}
};
});
@ -127,6 +128,11 @@ frappe.ui.form.on('Patient Appointment', {
patient: function(frm) {
if (frm.doc.patient) {
frm.trigger('toggle_payment_fields');
} else {
frm.set_value('patient_name', '');
frm.set_value('patient_sex', '');
frm.set_value('patient_age', '');
frm.set_value('inpatient_record', '');
}
},
@ -230,7 +236,6 @@ let check_and_set_availability = function(frm) {
d.hide();
frm.enable_save();
frm.save();
frm.enable_save();
d.get_primary_btn().attr('disabled', true);
}
});
@ -481,6 +486,7 @@ let create_vital_signs = function(frm) {
frappe.route_options = {
'patient': frm.doc.patient,
'appointment': frm.doc.name,
'company': frm.doc.company
};
frappe.new_doc('Vital Signs');
};
@ -513,6 +519,7 @@ frappe.ui.form.on('Patient Appointment', 'practitioner', function(frm) {
callback: function (data) {
frappe.model.set_value(frm.doctype, frm.docname, 'department', data.message.department);
frappe.model.set_value(frm.doctype, frm.docname, 'paid_amount', data.message.op_consulting_charge);
frappe.model.set_value(frm.doctype, frm.docname, 'billing_item', data.message.op_consulting_charge_item);
}
});
}

76
erpnext/healthcare/doctype/patient_appointment/patient_appointment.json
View File

@ -10,40 +10,44 @@
"engine": "InnoDB",
"field_order": [
"naming_series",
"title",
"status",
"patient",
"patient_name",
"patient_sex",
"patient_age",
"inpatient_record",
"column_break_1",
"status",
"company",
"service_unit",
"procedure_template",
"get_procedure_from_encounter",
"procedure_prescription",
"therapy_type",
"get_prescribed_therapies",
"therapy_plan",
"service_unit",
"section_break_12",
"practitioner",
"practitioner_name",
"department",
"section_break_12",
"appointment_type",
"duration",
"column_break_17",
"appointment_date",
"appointment_time",
"appointment_datetime",
"duration",
"section_break_16",
"mode_of_payment",
"paid_amount",
"company",
"billing_item",
"column_break_2",
"paid_amount",
"invoiced",
"ref_sales_invoice",
"section_break_3",
"notes",
"referring_practitioner",
"reminded"
"reminded",
"column_break_36",
"notes"
],
"fields": [
{
@ -55,7 +59,6 @@
"read_only": 1
},
{
"fetch_from": "inpatient_record.patient",
"fieldname": "patient",
"fieldtype": "Link",
"ignore_user_permissions": 1,
@ -79,7 +82,8 @@
"fieldname": "duration",
"fieldtype": "Int",
"in_filter": 1,
"label": "Duration (In Minutes)"
"label": "Duration (In Minutes)",
"set_only_once": 1
},
{
"fieldname": "column_break_1",
@ -98,6 +102,7 @@
"search_index": 1
},
{
"depends_on": "eval:doc.patient;",
"fieldname": "procedure_template",
"fieldtype": "Link",
"label": "Clinical Procedure Template",
@ -117,7 +122,8 @@
"label": "Procedure Prescription",
"no_copy": 1,
"options": "Procedure Prescription",
"print_hide": 1
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "service_unit",
@ -128,7 +134,8 @@
},
{
"fieldname": "section_break_12",
"fieldtype": "Section Break"
"fieldtype": "Section Break",
"label": "Appointment Details"
},
{
"fieldname": "practitioner",
@ -143,6 +150,7 @@
"set_only_once": 1
},
{
"fetch_from": "practitioner.department",
"fieldname": "department",
"fieldtype": "Link",
"ignore_user_permissions": 1,
@ -173,11 +181,13 @@
"fieldtype": "Time",
"in_list_view": 1,
"label": "Time",
"read_only": 1
"read_only": 1,
"reqd": 1
},
{
"fieldname": "section_break_16",
"fieldtype": "Section Break"
"fieldtype": "Section Break",
"label": "Payments"
},
{
"fetch_from": "patient.patient_name",
@ -206,6 +216,7 @@
{
"fieldname": "appointment_datetime",
"fieldtype": "Datetime",
"hidden": 1,
"label": "Appointment Datetime",
"print_hide": 1,
"read_only": 1,
@ -237,12 +248,12 @@
{
"fieldname": "company",
"fieldtype": "Link",
"hidden": 1,
"in_standard_filter": 1,
"label": "Company",
"no_copy": 1,
"options": "Company",
"print_hide": 1,
"report_hide": 1
"reqd": 1,
"set_only_once": 1
},
{
"collapsible": 1,
@ -307,10 +318,37 @@
"label": "Series",
"options": "HLC-APP-.YYYY.-",
"set_only_once": 1
},
{
"fieldname": "billing_item",
"fieldtype": "Link",
"label": "Billing Item",
"options": "Item",
"read_only": 1
},
{
"fieldname": "column_break_36",
"fieldtype": "Column Break"
},
{
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
},
{
"fetch_from": "practitioner.practitioner_name",
"fieldname": "practitioner_name",
"fieldtype": "Data",
"label": "Practitioner Name",
"read_only": 1
}
],
"links": [],
"modified": "2020-03-31 16:16:32.116865",
"modified": "2020-04-27 21:36:06.404062",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Patient Appointment",
@ -358,7 +396,7 @@
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "patient",
"title_field": "title",
"track_changes": 1,
"track_seen": 1
}

34
erpnext/healthcare/doctype/patient_appointment/patient_appointment.py
View File

@ -21,6 +21,7 @@ class PatientAppointment(Document):
self.set_appointment_datetime()
self.validate_customer_created()
self.set_status()
self.set_title()
def after_insert(self):
self.update_prescription_details()
@ -28,6 +29,10 @@ class PatientAppointment(Document):
self.update_fee_validity()
send_confirmation_msg(self)
def set_title(self):
self.title = _('{0} with {1}').format(self.patient_name or self.patient,
self.practitioner_name or self.practitioner)
def set_status(self):
today = getdate()
appointment_date = getdate(self.appointment_date)
@ -119,25 +124,28 @@ def invoice_appointment(appointment_doc):
if automate_invoicing and not appointment_invoiced and not fee_validity:
sales_invoice = frappe.new_doc('Sales Invoice')
sales_invoice.patient = appointment_doc.patient
sales_invoice.customer = frappe.get_value('Patient', appointment_doc.patient, 'customer')
sales_invoice.appointment = appointment_doc.name
sales_invoice.due_date = getdate()
sales_invoice.is_pos = 1
sales_invoice.company = appointment_doc.company
sales_invoice.debit_to = get_receivable_account(appointment_doc.company)
item = sales_invoice.append('items', {})
item = get_appointment_item(appointment_doc, item)
payment = sales_invoice.append('payments', {})
payment.mode_of_payment = appointment_doc.mode_of_payment
payment.amount = appointment_doc.paid_amount
# Add payments if payment details are supplied else proceed to create invoice as Unpaid
if appointment_doc.mode_of_payment and appointment_doc.paid_amount:
sales_invoice.is_pos = 1
payment = sales_invoice.append('payments', {})
payment.mode_of_payment = appointment_doc.mode_of_payment
payment.amount = appointment_doc.paid_amount
sales_invoice.set_missing_values(for_validate=True)
sales_invoice.flags.ignore_mandatory = True
sales_invoice.save(ignore_permissions=True)
sales_invoice.submit()
frappe.msgprint(_('Sales Invoice {0} created as paid'.format(sales_invoice.name)), alert=True)
frappe.msgprint(_('Sales Invoice {0} created'.format(sales_invoice.name)), alert=True)
frappe.db.set_value('Patient Appointment', appointment_doc.name, 'invoiced', 1)
frappe.db.set_value('Patient Appointment', appointment_doc.name, 'ref_sales_invoice', sales_invoice.name)
@ -343,8 +351,8 @@ def make_encounter(source_name, target_doc=None):
['practitioner', 'practitioner'],
['medical_department', 'department'],
['patient_sex', 'patient_sex'],
['encounter_date', 'appointment_date'],
['invoiced', 'invoiced']
['invoiced', 'invoiced'],
['company', 'company']
]
}
}, target_doc)
@ -370,17 +378,19 @@ def send_appointment_reminder():
frappe.db.set_value('Patient Appointment', doc.name, 'reminded', 1)
def send_message(doc, message):
patient = frappe.get_doc('Patient', doc.patient)
if patient.mobile:
patient_mobile = frappe.db.get_value('Patient', doc.patient, 'mobile')
if patient_mobile:
context = {'doc': doc, 'alert': doc, 'comments': None}
if doc.get('_comments'):
context['comments'] = json.loads(doc.get('_comments'))
# jinja to string convertion happens here
message = frappe.render_template(message, context)
number = [patient.mobile]
send_sms(number, message)
number = [patient_mobile]
try:
send_sms(number, message)
except Exception as e:
frappe.msgprint(_('SMS not sent, please check SMS Settings'), alert=True)
@frappe.whitelist()
def get_events(start, end, filters=None):

33
erpnext/healthcare/doctype/patient_appointment/test_patient_appointment.py
View File

@ -4,14 +4,15 @@
from __future__ import unicode_literals
import unittest
import frappe
from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status
from erpnext.healthcare.doctype.patient_appointment.patient_appointment import update_status, make_encounter
from frappe.utils import nowdate, add_days
from frappe.utils.make_random import get_random
class TestPatientAppointment(unittest.TestCase):
def setUp(self):
frappe.db.sql("""delete from `tabPatient Appointment`""")
frappe.db.sql("""delete from `tabFee Validity""")
frappe.db.sql("""delete from `tabFee Validity`""")
frappe.db.sql("""delete from `tabPatient Encounter`""")
def test_status(self):
patient, medical_department, practitioner = create_healthcare_docs()
@ -23,6 +24,19 @@ class TestPatientAppointment(unittest.TestCase):
create_encounter(appointment)
self.assertEquals(frappe.db.get_value('Patient Appointment', appointment.name, 'status'), 'Closed')
def test_start_encounter(self):
patient, medical_department, practitioner = create_healthcare_docs()
frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
appointment = create_appointment(patient, practitioner, add_days(nowdate(), 4), invoice = 1)
self.assertEqual(frappe.db.get_value('Patient Appointment', appointment.name, 'invoiced'), 1)
encounter = make_encounter(appointment.name)
self.assertTrue(encounter)
self.assertEqual(encounter.company, appointment.company)
self.assertEqual(encounter.practitioner, appointment.practitioner)
self.assertEqual(encounter.patient, appointment.patient)
# invoiced flag mapped from appointment
self.assertEqual(encounter.invoiced, frappe.db.get_value('Patient Appointment', appointment.name, 'invoiced'))
def test_invoicing(self):
patient, medical_department, practitioner = create_healthcare_docs()
frappe.db.set_value('Healthcare Settings', None, 'enable_free_follow_ups', 0)
@ -33,7 +47,11 @@ class TestPatientAppointment(unittest.TestCase):
frappe.db.set_value('Healthcare Settings', None, 'automate_appointment_invoicing', 1)
appointment = create_appointment(patient, practitioner, add_days(nowdate(), 2), invoice=1)
self.assertEqual(frappe.db.get_value('Patient Appointment', appointment.name, 'invoiced'), 1)
self.assertTrue(frappe.db.get_value('Patient Appointment', appointment.name, 'ref_sales_invoice'))
sales_invoice_name = frappe.db.get_value('Sales Invoice Item', {'reference_dn': appointment.name}, 'parent')
self.assertTrue(sales_invoice_name)
self.assertEqual(frappe.db.get_value('Sales Invoice', sales_invoice_name, 'company'), appointment.company)
self.assertEqual(frappe.db.get_value('Sales Invoice', sales_invoice_name, 'patient'), appointment.patient)
self.assertEqual(frappe.db.get_value('Sales Invoice', sales_invoice_name, 'paid_amount'), appointment.paid_amount)
def test_appointment_cancel(self):
patient, medical_department, practitioner = create_healthcare_docs()
@ -53,8 +71,8 @@ class TestPatientAppointment(unittest.TestCase):
appointment = create_appointment(patient, practitioner, nowdate(), invoice=1)
update_status(appointment.name, 'Cancelled')
# check invoice cancelled
sales_invoice = frappe.db.get_value('Patient Appointment', appointment.name, 'ref_sales_invoice')
self.assertEqual(frappe.db.get_value('Sales Invoice', sales_invoice, 'status'), 'Cancelled')
sales_invoice_name = frappe.db.get_value('Sales Invoice Item', {'reference_dn': appointment.name}, 'parent')
self.assertEqual(frappe.db.get_value('Sales Invoice', sales_invoice_name, 'status'), 'Cancelled')
def create_healthcare_docs():
@ -90,14 +108,15 @@ def create_patient():
patient = patient.name
return patient
def create_encounter(appointment=None):
encounter = frappe.new_doc('Patient Encounter')
def create_encounter(appointment):
if appointment:
encounter = frappe.new_doc('Patient Encounter')
encounter.appointment = appointment.name
encounter.patient = appointment.patient
encounter.practitioner = appointment.practitioner
encounter.encounter_date = appointment.appointment_date
encounter.encounter_time = appointment.appointment_time
encounter.company = appointment.company
encounter.save()
encounter.submit()
return encounter

62
erpnext/healthcare/doctype/patient_encounter/patient_encounter.js
View File

@ -25,15 +25,16 @@ frappe.ui.form.on('Patient Encounter', {
refresh_field('lab_test_prescription');
if (!frm.doc.__islocal) {
if (frm.doc.inpatient_status == 'Admission Scheduled' || frm.doc.inpatient_status == 'Admitted') {
frm.add_custom_button(__('Schedule Discharge'), function() {
schedule_discharge(frm);
});
} else if (frm.doc.inpatient_status != 'Discharge Scheduled') {
frm.add_custom_button(__('Schedule Admission'), function() {
schedule_inpatient(frm);
});
if (frm.doc.docstatus === 1) {
if (frm.doc.inpatient_status == 'Admission Scheduled' || frm.doc.inpatient_status == 'Admitted') {
frm.add_custom_button(__('Schedule Discharge'), function() {
schedule_discharge(frm);
});
} else if (frm.doc.inpatient_status != 'Discharge Scheduled') {
frm.add_custom_button(__('Schedule Admission'), function() {
schedule_inpatient(frm);
});
}
}
frm.add_custom_button(__('Patient History'), function() {
@ -101,6 +102,11 @@ frappe.ui.form.on('Patient Encounter', {
frm.events.set_patient_info(frm);
},
practitioner: function(frm) {
if (!frm.doc.practitioner) {
frm.set_value('practitioner_name', '');
}
},
set_appointment_fields: function(frm) {
if (frm.doc.appointment) {
frappe.call({
@ -114,9 +120,11 @@ frappe.ui.form.on('Patient Encounter', {
'patient':data.message.patient,
'type': data.message.appointment_type,
'practitioner': data.message.practitioner,
'invoiced': data.message.invoiced
'invoiced': data.message.invoiced,
'company': data.message.company
};
frm.set_value(values);
frm.set_df_property('patient', 'read_only', 1);
}
});
}
@ -133,6 +141,7 @@ frappe.ui.form.on('Patient Encounter', {
'inpatient_status': ''
};
frm.set_value(values);
frm.set_df_property('patient', 'read_only', 0);
}
},
@ -148,19 +157,25 @@ frappe.ui.form.on('Patient Encounter', {
if (data.message.dob) {
age = calculate_age(data.message.dob);
}
frappe.model.set_value(frm.doctype, frm.docname, 'patient_age', age);
frappe.model.set_value(frm.doctype, frm.docname, 'patient_sex', data.message.sex);
if (data.message.inpatient_record) {
frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_record', data.message.inpatient_record);
frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_status', data.message.inpatient_status);
}
let values = {
'patient_age': age,
'patient_name':data.message.patient_name,
'patient_sex': data.message.sex,
'inpatient_record': data.message.inpatient_record,
'inpatient_status': data.message.inpatient_status
};
frm.set_value(values);
}
});
} else {
frappe.model.set_value(frm.doctype, frm.docname, 'patient_sex', '');
frappe.model.set_value(frm.doctype, frm.docname, 'patient_age', '');
frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_record', '');
frappe.model.set_value(frm.doctype, frm.docname, 'inpatient_status', '');
let values = {
'patient_age': '',
'patient_name':'',
'patient_sex': '',
'inpatient_record': '',
'inpatient_status': ''
};
frm.set_value(values);
}
}
});
@ -212,8 +227,8 @@ let create_vital_signs = function (frm) {
}
frappe.route_options = {
'patient': frm.doc.patient,
'appointment': frm.doc.appointment,
'encounter': frm.doc.name
'encounter': frm.doc.name,
'company': frm.doc.company
};
frappe.new_doc('Vital Signs');
};
@ -224,7 +239,8 @@ let create_procedure = function (frm) {
}
frappe.route_options = {
'patient': frm.doc.patient,
'medical_department': frm.doc.medical_department
'medical_department': frm.doc.medical_department,
'company': frm.doc.company
};
frappe.new_doc('Clinical Procedure');
};

68
erpnext/healthcare/doctype/patient_encounter/patient_encounter.json
View File

@ -11,23 +11,23 @@
"engine": "InnoDB",
"field_order": [
"naming_series",
"title",
"appointment",
"appointment_type",
"patient",
"patient_name",
"patient_sex",
"patient_age",
"company",
"inpatient_record",
"inpatient_status",
"column_break_6",
"practitioner",
"medical_department",
"company",
"encounter_date",
"encounter_time",
"practitioner",
"practitioner_name",
"medical_department",
"invoiced",
"section_break_1",
"inpatient_record",
"column_break_17",
"inpatient_status",
"sb_symptoms",
"symptoms",
"symptoms_in_print",
@ -47,6 +47,7 @@
"therapies",
"section_break_33",
"encounter_comment",
"sb_refs",
"amended_from"
],
"fields": [
@ -57,12 +58,6 @@
"options": "Inpatient Record",
"read_only": 1
},
{
"collapsible": 1,
"fieldname": "section_break_1",
"fieldtype": "Section Break",
"label": "Inpatient Details"
},
{
"fieldname": "naming_series",
"fieldtype": "Select",
@ -77,14 +72,13 @@
"ignore_user_permissions": 1,
"label": "Appointment",
"options": "Patient Appointment",
"search_index": 1
"search_index": 1,
"set_only_once": 1
},
{
"fetch_from": "inpatient_record.patient",
"fieldname": "patient",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Patient",
"options": "Patient",
@ -92,7 +86,6 @@
"search_index": 1
},
{
"fetch_from": "patient.patient_name",
"fieldname": "patient_name",
"fieldtype": "Data",
"label": "Patient Name",
@ -114,7 +107,6 @@
{
"fieldname": "company",
"fieldtype": "Link",
"hidden": 1,
"label": "Company",
"options": "Company"
},
@ -125,7 +117,6 @@
{
"fieldname": "practitioner",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Healthcare Practitioner",
"options": "Healthcare Practitioner",
@ -207,29 +198,29 @@
{
"fieldname": "codification_table",
"fieldtype": "Table",
"label": "Medical Coding",
"label": "Medical Codes",
"options": "Codification Table"
},
{
"fieldname": "sb_drug_prescription",
"fieldtype": "Section Break",
"label": "Medication"
"label": "Medications"
},
{
"fieldname": "drug_prescription",
"fieldtype": "Table",
"label": "Drug Prescription",
"label": "Items",
"options": "Drug Prescription"
},
{
"fieldname": "sb_test_prescription",
"fieldtype": "Section Break",
"label": "Investigation"
"label": "Investigations"
},
{
"fieldname": "lab_test_prescription",
"fieldtype": "Table",
"label": "Lab Prescription",
"label": "Lab Tests",
"options": "Lab Prescription"
},
{
@ -240,7 +231,7 @@
{
"fieldname": "procedure_prescription",
"fieldtype": "Table",
"label": "Procedure Prescription",
"label": "Clinical Procedures",
"no_copy": 1,
"options": "Procedure Prescription"
},
@ -299,7 +290,6 @@
"fieldname": "medical_department",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Department",
"options": "Medical Department",
@ -312,13 +302,31 @@
"read_only": 1
},
{
"fieldname": "column_break_17",
"fieldtype": "Column Break"
"fieldname": "sb_refs",
"fieldtype": "Section Break"
},
{
"fetch_from": "practitioner.practitioner_name",
"fieldname": "practitioner_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Practitioner Name",
"read_only": 1
},
{
"allow_on_submit": 1,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"is_submittable": 1,
"links": [],
"modified": "2020-04-14 16:18:08.180457",
"modified": "2020-04-27 21:58:29.789797",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Patient Encounter",
@ -345,7 +353,7 @@
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "patient",
"title_field": "title",
"track_changes": 1,
"track_seen": 1
}

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

@ -10,6 +10,9 @@ from frappe.utils import cstr
from frappe import _
class PatientEncounter(Document):
def validate(self):
self.set_title()
def on_update(self):
if self.appointment:
frappe.db.set_value('Patient Appointment', self.appointment, 'status', 'Closed')
@ -29,6 +32,10 @@ class PatientEncounter(Document):
def on_submit(self):
create_therapy_plan(self)
def set_title(self):
self.title = _('{0} with {1}').format(self.patient_name or self.patient,
self.practitioner_name or self.practitioner)[:100]
def create_therapy_plan(encounter):
if len(encounter.therapies):
doc = frappe.new_doc('Therapy Plan')

8
erpnext/healthcare/doctype/sample_collection/sample_collection.json
View File

@ -9,14 +9,14 @@
"document_type": "Document",
"engine": "InnoDB",
"field_order": [
"inpatient_record",
"naming_series",
"invoiced",
"patient",
"column_break_4",
"patient_age",
"patient_sex",
"column_break_4",
"inpatient_record",
"company",
"invoiced",
"section_break_6",
"sample",
"sample_uom",
@ -167,7 +167,7 @@
],
"is_submittable": 1,
"links": [],
"modified": "2020-03-25 16:55:52.376834",
"modified": "2020-04-04 19:17:02.707203",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Sample Collection",

10
erpnext/healthcare/doctype/therapy_session/therapy_session.js
View File

@ -9,6 +9,16 @@ frappe.ui.form.on('Therapy Session', {
{fieldname: 'counts_completed', columns: 1},
{fieldname: 'assistance_level', columns: 1}
];
frm.set_query('service_unit', function() {
return {
filters: {
'is_group': false,
'allow_appointments': true,
'company': frm.doc.company
}
};
});
},
refresh: function(frm) {

42
erpnext/healthcare/doctype/vital_signs/vital_signs.json
View File

@ -2,18 +2,22 @@
"actions": [],
"allow_copy": 1,
"allow_import": 1,
"autoname": "naming_series:",
"beta": 1,
"creation": "2017-02-02 11:00:24.853005",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"inpatient_record",
"naming_series",
"title",
"patient",
"patient_name",
"inpatient_record",
"appointment",
"encounter",
"column_break_2",
"company",
"signs_date",
"signs_time",
"sb_vs",
@ -34,7 +38,7 @@
"bmi",
"column_break_14",
"nutrition_note",
"company",
"sb_references",
"amended_from"
],
"fields": [
@ -68,7 +72,8 @@
"fieldname": "appointment",
"fieldtype": "Link",
"in_filter": 1,
"label": "Appointment",
"label": "Patient Appointment",
"no_copy": 1,
"options": "Patient Appointment",
"print_hide": 1,
"read_only": 1
@ -81,8 +86,7 @@
"no_copy": 1,
"options": "Patient Encounter",
"print_hide": 1,
"read_only": 1,
"report_hide": 1
"read_only": 1
},
{
"fieldname": "column_break_2",
@ -217,7 +221,6 @@
{
"fieldname": "company",
"fieldtype": "Link",
"hidden": 1,
"label": "Company",
"options": "Company"
},
@ -229,11 +232,34 @@
"options": "Vital Signs",
"print_hide": 1,
"read_only": 1
},
{
"collapsible": 1,
"fieldname": "sb_references",
"fieldtype": "Section Break"
},
{
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Series",
"options": "HLC-VTS-.YYYY.-",
"reqd": 1
},
{
"allow_on_submit": 1,
"columns": 5,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"is_submittable": 1,
"links": [],
"modified": "2020-03-04 17:19:29.549889",
"modified": "2020-05-17 22:23:24.632286",
"modified_by": "Administrator",
"module": "Healthcare",
"name": "Vital Signs",
@ -273,7 +299,7 @@
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "patient",
"title_field": "title",
"track_changes": 1,
"track_seen": 1
}

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

@ -9,12 +9,19 @@ from frappe.utils import cstr
from frappe import _
class VitalSigns(Document):
def validate(self):
self.set_title()
def on_submit(self):
insert_vital_signs_to_medical_record(self)
def on_cancel(self):
delete_vital_signs_from_medical_record(self)
def set_title(self):
self.title = _('{0} on {1}').format(self.patient_name or self.patient,
frappe.utils.format_date(self.signs_date))[:100]
def insert_vital_signs_to_medical_record(doc):
subject = set_subject_field(doc)
medical_record = frappe.new_doc('Patient Medical Record')

99
erpnext/healthcare/utils.py
View File

@ -3,83 +3,84 @@
# For license information, please see license.txt
from __future__ import unicode_literals
import math
import frappe
from frappe import _
import math
from frappe.utils import time_diff_in_hours, rounded
from erpnext.healthcare.doctype.healthcare_settings.healthcare_settings import get_income_account
from erpnext.healthcare.doctype.fee_validity.fee_validity import create_fee_validity
from erpnext.healthcare.doctype.lab_test.lab_test import create_multiple
@frappe.whitelist()
def get_healthcare_services_to_invoice(patient):
def get_healthcare_services_to_invoice(patient, company):
patient = frappe.get_doc('Patient', patient)
items_to_invoice = []
if patient:
validate_customer_created(patient)
items_to_invoice = []
patient_appointments = frappe.get_list(
'Patient Appointment',
fields='*',
filters={'patient': patient.name, 'invoiced': 0},
order_by='appointment_date'
)
if patient_appointments:
items_to_invoice = get_fee_validity(patient_appointments)
# Customer validated, build a list of billable services
items_to_invoice += get_appointments_to_invoice(patient, company)
items_to_invoice += get_encounters_to_invoice(patient, company)
items_to_invoice += get_lab_tests_to_invoice(patient, company)
items_to_invoice += get_clinical_procedures_to_invoice(patient, company)
items_to_invoice += get_inpatient_services_to_invoice(patient, company)
items_to_invoice += get_therapy_sessions_to_invoice(patient, company)
encounters = get_encounters_to_invoice(patient)
lab_tests = get_lab_tests_to_invoice(patient)
clinical_procedures = get_clinical_procedures_to_invoice(patient)
inpatient_services = get_inpatient_services_to_invoice(patient)
therapy_sessions = get_therapy_sessions_to_invoice(patient)
items_to_invoice += encounters + lab_tests + clinical_procedures + inpatient_services + therapy_sessions
return items_to_invoice
def validate_customer_created(patient):
if not frappe.db.get_value('Patient', patient.name, 'customer'):
msg = _("Please set a Customer linked to the Patient")
msg += " <b><a href='#Form/Patient/{0}'>{0}</a></b>".format(patient.name)
frappe.throw(msg, title=_('Customer Not Found'))
def get_fee_validity(patient_appointments):
if not frappe.db.get_single_value('Healthcare Settings', 'enable_free_follow_ups'):
return []
def get_appointments_to_invoice(patient, company):
appointments_to_invoice = []
patient_appointments = frappe.get_list(
'Patient Appointment',
fields = '*',
filters = {'patient': patient.name, 'company': company, 'invoiced': 0},
order_by = 'appointment_date'
)
items_to_invoice = []
for appointment in patient_appointments:
# Procedure Appointments
if appointment.procedure_template:
if frappe.db.get_value('Clinical Procedure Template', appointment.procedure_template, 'is_billable'):
items_to_invoice.append({
appointments_to_invoice.append({
'reference_type': 'Patient Appointment',
'reference_name': appointment.name,
'service': appointment.procedure_template
})
# Consultation Appointments, should check fee validity
else:
fee_validity = frappe.db.exists('Fee Validity Reference', {'appointment': appointment.name})
if not fee_validity:
practitioner_charge = 0
income_account = None
service_item = None
if appointment.practitioner:
service_item, practitioner_charge = get_service_item_and_practitioner_charge(appointment)
income_account = get_income_account(appointment.practitioner, appointment.company)
items_to_invoice.append({
'reference_type': 'Patient Appointment',
'reference_name': appointment.name,
'service': service_item,
'rate': practitioner_charge,
'income_account': income_account
})
if frappe.db.get_single_value('Healthcare Settings', 'enable_free_follow_ups') and \
frappe.db.exists('Fee Validity Reference', {'appointment': appointment.name}):
continue # Skip invoicing, fee validty present
practitioner_charge = 0
income_account = None
service_item = None
if appointment.practitioner:
service_item, practitioner_charge = get_service_item_and_practitioner_charge(appointment)
income_account = get_income_account(appointment.practitioner, appointment.company)
appointments_to_invoice.append({
'reference_type': 'Patient Appointment',
'reference_name': appointment.name,
'service': service_item,
'rate': practitioner_charge,
'income_account': income_account
})
return items_to_invoice
return appointments_to_invoice
def get_encounters_to_invoice(patient):
def get_encounters_to_invoice(patient, company):
encounters_to_invoice = []
encounters = frappe.get_list(
'Patient Encounter',
fields=['*'],
filters={'patient': patient.name, 'invoiced': False, 'docstatus': 1}
filters={'patient': patient.name, 'company': company, 'invoiced': False, 'docstatus': 1}
)
if encounters:
for encounter in encounters:
@ -102,12 +103,12 @@ def get_encounters_to_invoice(patient):
return encounters_to_invoice
def get_lab_tests_to_invoice(patient):
def get_lab_tests_to_invoice(patient, company):
lab_tests_to_invoice = []
lab_tests = frappe.get_list(
'Lab Test',
fields=['name', 'template'],
filters={'patient': patient.name, 'invoiced': False, 'docstatus': 1}
filters={'patient': patient.name, 'company': company, 'invoiced': False, 'docstatus': 1}
)
for lab_test in lab_tests:
item, is_billable = frappe.get_cached_value('Lab Test Template', lab_test.template, ['item', 'is_billable'])
@ -143,12 +144,12 @@ def get_lab_tests_to_invoice(patient):
return lab_tests_to_invoice
def get_clinical_procedures_to_invoice(patient):
def get_clinical_procedures_to_invoice(patient, company):
clinical_procedures_to_invoice = []
procedures = frappe.get_list(
'Clinical Procedure',
fields='*',
filters={'patient': patient.name, 'invoiced': False}
filters={'patient': patient.name, 'company': company, 'invoiced': False}
)
for procedure in procedures:
if not procedure.appointment:
@ -204,7 +205,7 @@ def get_clinical_procedures_to_invoice(patient):
return clinical_procedures_to_invoice
def get_inpatient_services_to_invoice(patient):
def get_inpatient_services_to_invoice(patient, company):
services_to_invoice = []
inpatient_services = frappe.db.sql(
'''
@ -214,10 +215,11 @@ def get_inpatient_services_to_invoice(patient):
`tabInpatient Record` ip, `tabInpatient Occupancy` io
WHERE
ip.patient=%s
and ip.company=%s
and io.parent=ip.name
and io.left=1
and io.invoiced=0
''', (patient.name), as_dict=1)
''', (patient.name, company), as_dict=1)
for inpatient_occupancy in inpatient_services:
service_unit_type = frappe.db.get_value('Healthcare Service Unit', inpatient_occupancy.service_unit, 'service_unit_type')
@ -244,12 +246,12 @@ def get_inpatient_services_to_invoice(patient):
return services_to_invoice
def get_therapy_sessions_to_invoice(patient):
def get_therapy_sessions_to_invoice(patient, company):
therapy_sessions_to_invoice = []
therapy_sessions = frappe.get_list(
'Therapy Session',
fields='*',
filters={'patient': patient.name, 'invoiced': False}
filters={'patient': patient.name, 'invoiced': 0, 'company': company}
)
for therapy in therapy_sessions:
if not therapy.appointment:
@ -396,6 +398,7 @@ def check_fee_validity(appointment):
def manage_fee_validity(appointment):
fee_validity = check_fee_validity(appointment)
if fee_validity:
if appointment.status == 'Cancelled' and fee_validity.visited > 0:
fee_validity.visited -= 1

3
erpnext/hooks.py
View File

@ -308,7 +308,8 @@ scheduler_events = {
"erpnext.crm.doctype.email_campaign.email_campaign.send_email_to_leads_or_contacts",
"erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status",
"erpnext.selling.doctype.quotation.quotation.set_expired_status",
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_appointment_status"
"erpnext.healthcare.doctype.patient_appointment.patient_appointment.update_appointment_status",
"erpnext.buying.doctype.supplier_quotation.supplier_quotation.set_expired_status"
],
"daily_long": [
"erpnext.setup.doctype.email_digest.email_digest.send",

4
erpnext/hr/doctype/attendance/attendance.py
View File

@ -21,7 +21,7 @@ class Attendance(Document):
date_of_joining = frappe.db.get_value("Employee", self.employee, "date_of_joining")
# leaves can be marked for future dates
if self.status not in ('On Leave', 'Half Day') and getdate(self.attendance_date) > getdate(nowdate()):
if self.status != 'On Leave' and not self.leave_application and getdate(self.attendance_date) > getdate(nowdate()):
frappe.throw(_("Attendance can not be marked for future dates"))
elif date_of_joining and getdate(self.attendance_date) < getdate(date_of_joining):
frappe.throw(_("Attendance date can not be less than employee's joining date"))
@ -41,7 +41,7 @@ class Attendance(Document):
leave_record = frappe.db.sql("""
select leave_type, half_day, half_day_date
from `tabLeave Application`
where employee = %s
where employee = %s
and %s between from_date and to_date
and status = 'Approved'
and docstatus = 1

23
erpnext/hr/doctype/employee_other_income/employee_other_income.json
View File

@ -76,25 +76,15 @@
],
"is_submittable": 1,
"links": [],
"modified": "2020-03-19 18:06:45.361830",
"modified": "2020-05-14 17:17:38.883126",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Other Income",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@ -104,9 +94,12 @@
"report": 1,
"role": "HR Manager",
"share": 1,
"submit": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@ -116,9 +109,12 @@
"report": 1,
"role": "HR User",
"share": 1,
"submit": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
@ -128,6 +124,7 @@
"report": 1,
"role": "Employee",
"share": 1,
"submit": 1,
"write": 1
}
],

13
erpnext/hr/doctype/expense_claim/expense_claim.py
View File

@ -116,8 +116,9 @@ class ExpenseClaim(AccountsController):
"party_type": "Employee",
"party": self.employee,
"against_voucher_type": self.doctype,
"against_voucher": self.name
})
"against_voucher": self.name,
"cost_center": self.cost_center
}, item=self)
)
# expense entries
@ -129,7 +130,7 @@ class ExpenseClaim(AccountsController):
"debit_in_account_currency": data.sanctioned_amount,
"against": self.employee,
"cost_center": data.cost_center
})
}, item=data)
)
for data in self.advances:
@ -157,7 +158,7 @@ class ExpenseClaim(AccountsController):
"credit": self.grand_total,
"credit_in_account_currency": self.grand_total,
"against": self.employee
})
}, item=self)
)
gl_entry.append(
@ -170,7 +171,7 @@ class ExpenseClaim(AccountsController):
"debit_in_account_currency": self.grand_total,
"against_voucher": self.name,
"against_voucher_type": self.doctype,
})
}, item=self)
)
return gl_entry
@ -187,7 +188,7 @@ class ExpenseClaim(AccountsController):
"cost_center": self.cost_center,
"against_voucher_type": self.doctype,
"against_voucher": self.name
})
}, item=tax)
)
def validate_account_details(self):

17
erpnext/hr/doctype/expense_claim_detail/expense_claim_detail.json
View File

@ -13,9 +13,11 @@
"description",
"section_break_6",
"amount",
"cost_center",
"column_break_8",
"sanctioned_amount"
"sanctioned_amount",
"accounting_dimensions_section",
"cost_center",
"dimension_col_break"
],
"fields": [
{
@ -104,12 +106,21 @@
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
},
{
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
}
],
"idx": 1,
"istable": 1,
"links": [],
"modified": "2019-12-11 13:42:33.233432",
"modified": "2020-05-11 18:54:35.601592",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim Detail",

17
erpnext/hr/doctype/expense_taxes_and_charges/expense_taxes_and_charges.json
View File

@ -8,14 +8,16 @@
"engine": "InnoDB",
"field_order": [
"account_head",
"cost_center",
"rate",
"col_break1",
"description",
"section_break_6",
"tax_amount",
"column_break_8",
"total"
"total",
"accounting_dimensions_section",
"cost_center",
"dimension_col_break"
],
"fields": [
{
@ -91,11 +93,20 @@
{
"fieldname": "column_break_8",
"fieldtype": "Column Break"
},
{
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
}
],
"istable": 1,
"links": [],
"modified": "2020-03-11 13:25:06.721917",
"modified": "2020-05-11 19:01:26.611758",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Taxes and Charges",

10
erpnext/hr/doctype/hr_settings/hr_settings.json
View File

@ -13,12 +13,12 @@
"stop_birthday_reminders",
"expense_approver_mandatory_in_expense_claim",
"payroll_settings",
"payroll_based_on",
"max_working_hours_against_timesheet",
"payroll_based_on",
"max_working_hours_against_timesheet",
"include_holidays_in_total_working_days",
"disable_rounded_total",
"column_break_11",
"daily_wages_fraction_for_half_day",
"daily_wages_fraction_for_half_day",
"email_salary_slip_to_employee",
"encrypt_salary_slips_in_emails",
"password_policy",
@ -191,7 +191,7 @@
"default": "Leave",
"fieldname": "payroll_based_on",
"fieldtype": "Select",
"label": "Calculate Working Days in Payroll based on",
"label": "Calculate Payroll Working Days Based On",
"options": "Leave\nAttendance"
},
{
@ -206,7 +206,7 @@
"idx": 1,
"issingle": 1,
"links": [],
"modified": "2020-04-13 21:20:59.382394",
"modified": "2020-05-11 13:02:51.274347",
"modified_by": "Administrator",
"module": "HR",
"name": "HR Settings",

6
erpnext/hr/doctype/leave_application/leave_application.py
View File

@ -549,7 +549,7 @@ def get_remaining_leaves(allocation, leaves_taken, date, expiry):
return _get_remaining_leaves(total_leaves, allocation.to_date)
def get_leaves_for_period(employee, leave_type, from_date, to_date):
def get_leaves_for_period(employee, leave_type, from_date, to_date, do_not_skip_expired_leaves=False):
leave_entries = get_leave_entries(employee, leave_type, from_date, to_date)
leave_days = 0
@ -559,8 +559,8 @@ def get_leaves_for_period(employee, leave_type, from_date, to_date):
if inclusive_period and leave_entry.transaction_type == 'Leave Encashment':
leave_days += leave_entry.leaves
elif inclusive_period and leave_entry.transaction_type == 'Leave Allocation' \
and leave_entry.is_expired and not skip_expiry_leaves(leave_entry, to_date):
elif inclusive_period and leave_entry.transaction_type == 'Leave Allocation' and leave_entry.is_expired \
and (do_not_skip_expired_leaves or not skip_expiry_leaves(leave_entry, to_date)):
leave_days += leave_entry.leaves
elif leave_entry.transaction_type == 'Leave Application':

50
erpnext/hr/doctype/leave_ledger_entry/leave_ledger_entry.py
View File

@ -88,32 +88,40 @@ def get_previous_expiry_ledger_entry(ledger):
}, fieldname=['name'])
def process_expired_allocation():
''' Check if a carry forwarded allocation has expired and create a expiry ledger entry '''
''' Check if a carry forwarded allocation has expired and create a expiry ledger entry
Case 1: carry forwarded expiry period is set for the leave type,
create a separate leave expiry entry against each entry of carry forwarded and non carry forwarded leaves
Case 2: leave type has no specific expiry period for carry forwarded leaves
and there is no carry forwarded leave allocation, create a single expiry against the remaining leaves.
'''
# fetch leave type records that has carry forwarded leaves expiry
leave_type_records = frappe.db.get_values("Leave Type", filters={
'expire_carry_forwarded_leaves_after_days': (">", 0)
}, fieldname=['name'])
leave_type = [record[0] for record in leave_type_records]
leave_type = [record[0] for record in leave_type_records] or ['']
expired_allocation = frappe.db.sql_list("""SELECT name
FROM `tabLeave Ledger Entry`
WHERE
`transaction_type`='Leave Allocation'
AND `is_expired`=1""")
expire_allocation = frappe.get_all("Leave Ledger Entry",
fields=['leaves', 'to_date', 'employee', 'leave_type', 'is_carry_forward', 'transaction_name as name', 'transaction_type'],
filters={
'to_date': ("<", today()),
'transaction_type': 'Leave Allocation',
'transaction_name': ('not in', expired_allocation)
},
or_filters={
'is_carry_forward': 0,
'leave_type': ('in', leave_type)
})
# fetch non expired leave ledger entry of transaction_type allocation
expire_allocation = frappe.db.sql("""
SELECT
leaves, to_date, employee, leave_type,
is_carry_forward, transaction_name as name, transaction_type
FROM `tabLeave Ledger Entry` l
WHERE (NOT EXISTS
(SELECT name
FROM `tabLeave Ledger Entry`
WHERE
transaction_name = l.transaction_name
AND transaction_type = 'Leave Allocation'
AND name<>l.name
AND docstatus = 1
AND (
is_carry_forward=l.is_carry_forward
OR (is_carry_forward = 0 AND leave_type not in %s)
)))
AND transaction_type = 'Leave Allocation'
AND to_date < %s""", (leave_type, today()), as_dict=1)
if expire_allocation:
create_expiry_ledger_entry(expire_allocation)
@ -133,6 +141,7 @@ def get_remaining_leaves(allocation):
'employee': allocation.employee,
'leave_type': allocation.leave_type,
'to_date': ('<=', allocation.to_date),
'docstatus': 1
}, fieldname=['SUM(leaves)'])
@frappe.whitelist()
@ -159,7 +168,8 @@ def expire_allocation(allocation, expiry_date=None):
def expire_carried_forward_allocation(allocation):
''' Expires remaining leaves in the on carried forward allocation '''
from erpnext.hr.doctype.leave_application.leave_application import get_leaves_for_period
leaves_taken = get_leaves_for_period(allocation.employee, allocation.leave_type, allocation.from_date, allocation.to_date)
leaves_taken = get_leaves_for_period(allocation.employee, allocation.leave_type,
allocation.from_date, allocation.to_date, do_not_skip_expired_leaves=True)
leaves = flt(allocation.leaves) + flt(leaves_taken)
# allow expired leaves entry to be created

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

@ -38,7 +38,7 @@ class LoanSecurityPledge(Document):
for pledge in self.securities:
if not pledge.qty and not pledge.amount:
frappe.throw(_("Qty or Amount is mandatroy for loan security"))
frappe.throw(_("Qty or Amount is mandatory for loan security!"))
if not (self.loan_application and pledge.loan_security_price):
pledge.loan_security_price = get_loan_security_price(pledge.loan_security)

13
erpnext/manufacturing/doctype/job_card/job_card.py
View File

@ -206,30 +206,31 @@ class JobCard(Document):
for_quantity, time_in_mins = 0, 0
from_time_list, to_time_list = [], []
field = "operation_id" if self.operation_id else "operation"
data = frappe.get_all('Job Card',
fields = ["sum(total_time_in_mins) as time_in_mins", "sum(total_completed_qty) as completed_qty"],
filters = {"docstatus": 1, "work_order": self.work_order,
"workstation": self.workstation, "operation": self.operation})
"workstation": self.workstation, field: self.get(field)})
if data and len(data) > 0:
for_quantity = data[0].completed_qty
time_in_mins = data[0].time_in_mins
if for_quantity:
if self.get(field):
time_data = frappe.db.sql("""
SELECT
min(from_time) as start_time, max(to_time) as end_time
FROM `tabJob Card` jc, `tabJob Card Time Log` jctl
WHERE
jctl.parent = jc.name and jc.work_order = %s
and jc.workstation = %s and jc.operation = %s and jc.docstatus = 1
""", (self.work_order, self.workstation, self.operation), as_dict=1)
and jc.workstation = %s and jc.{0} = %s and jc.docstatus = 1
""".format(field), (self.work_order, self.workstation, self.get(field)), as_dict=1)
wo = frappe.get_doc('Work Order', self.work_order)
work_order_field = "name" if field == "operation_id" else field
for data in wo.operations:
if data.workstation == self.workstation and data.operation == self.operation:
if data.get(work_order_field) == self.get(field) and data.workstation == self.workstation:
data.completed_qty = for_quantity
data.actual_operation_time = time_in_mins
data.actual_start_time = time_data[0].start_time if time_data else None

5
erpnext/manufacturing/doctype/work_order/work_order.py
View File

@ -421,6 +421,9 @@ class WorkOrder(Document):
return holidays[holiday_list]
def update_operation_status(self):
allowance_percentage = flt(frappe.db.get_single_value("Manufacturing Settings", "overproduction_percentage_for_work_order"))
max_allowed_qty_for_wo = flt(self.qty) + (allowance_percentage/100 * flt(self.qty))
for d in self.get("operations"):
if not d.completed_qty:
d.status = "Pending"
@ -428,6 +431,8 @@ class WorkOrder(Document):
d.status = "Work in Progress"
elif flt(d.completed_qty) == flt(self.qty):
d.status = "Completed"
elif flt(d.completed_qty) <= max_allowed_qty_for_wo:
d.status = "Completed"
else:
frappe.throw(_("Completed Qty can not be greater than 'Qty to Manufacture'"))

8
erpnext/patches.txt
View File

@ -623,7 +623,7 @@ erpnext.patches.v11_1.update_default_supplier_in_item_defaults
erpnext.patches.v12_0.update_due_date_in_gle
erpnext.patches.v12_0.add_default_buying_selling_terms_in_company
erpnext.patches.v12_0.update_ewaybill_field_position
erpnext.patches.v12_0.create_accounting_dimensions_in_missing_doctypes
erpnext.patches.v12_0.create_accounting_dimensions_in_missing_doctypes #2020-05-11
erpnext.patches.v11_1.set_status_for_material_request_type_manufacture
erpnext.patches.v12_0.move_plaid_settings_to_doctype
execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart_link')
@ -631,7 +631,6 @@ execute:frappe.reload_doc('desk', 'doctype', 'dashboard')
execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart_source')
execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart')
execute:frappe.reload_doc('desk', 'doctype', 'dashboard_chart_field')
erpnext.patches.v12_0.add_default_dashboards # 2020-04-05
erpnext.patches.v12_0.remove_bank_remittance_custom_fields
erpnext.patches.v12_0.generate_leave_ledger_entries
execute:frappe.delete_doc_if_exists("Report", "Loan Repayment")
@ -679,5 +678,10 @@ erpnext.patches.v13_0.move_tax_slabs_from_payroll_period_to_income_tax_slab #123
erpnext.patches.v12_0.fix_quotation_expired_status
erpnext.patches.v12_0.update_appointment_reminder_scheduler_entry
erpnext.patches.v12_0.retain_permission_rules_for_video_doctype
erpnext.patches.v12_0.remove_duplicate_leave_ledger_entries
erpnext.patches.v13_0.patch_to_fix_reverse_linking_in_additional_salary_encashment_and_incentive
execute:frappe.delete_doc_if_exists("Page", "appointment-analytic")
execute:frappe.rename_doc("Desk Page", "Getting Started", "Home", force=True)
erpnext.patches.v12_0.unset_customer_supplier_based_on_type_of_item_price
erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation
erpnext.patches.v13_0.update_old_loans

7
erpnext/patches/v11_0/set_default_email_template_in_hr.py
View File

@ -1,8 +1,9 @@
from __future__ import unicode_literals
from frappe import _
import frappe
def execute():
hr_settings = frappe.get_single("HR Settings")
hr_settings.leave_approval_notification_template = "Leave Approval Notification"
hr_settings.leave_status_notification_template = "Leave Status Notification"
hr_settings.save()
hr_settings.leave_approval_notification_template = _("Leave Approval Notification")
hr_settings.leave_status_notification_template = _("Leave Status Notification")
hr_settings.save()

10
erpnext/patches/v12_0/add_default_dashboards.py
View File

@ -1,10 +0,0 @@
# Copyright (c) 2019, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from erpnext.setup.setup_wizard.operations.install_fixtures import add_dashboards
def execute():
frappe.reload_doc("desk", "doctype", "number_card_link")
frappe.reload_doc("healthcare", "doctype", "patient_appointment")
add_dashboards()

3
erpnext/patches/v12_0/create_accounting_dimensions_in_missing_doctypes.py
View File

@ -20,7 +20,8 @@ def execute():
else:
insert_after_field = 'accounting_dimensions_section'
for doctype in ["Subscription Plan", "Subscription", "Opening Invoice Creation Tool", "Opening Invoice Creation Tool Item"]:
for doctype in ["Subscription Plan", "Subscription", "Opening Invoice Creation Tool", "Opening Invoice Creation Tool Item",
"Expense Claim Detail", "Expense Taxes and Charges"]:
field = frappe.db.get_value("Custom Field", {"dt": doctype, "fieldname": d.fieldname})

44
erpnext/patches/v12_0/remove_duplicate_leave_ledger_entries.py Normal file
View File

@ -0,0 +1,44 @@
# Copyright (c) 2018, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
def execute():
"""Delete duplicate leave ledger entries of type allocation created."""
if not frappe.db.a_row_exists("Leave Ledger Entry"):
return
duplicate_records_list = get_duplicate_records()
delete_duplicate_ledger_entries(duplicate_records_list)
def get_duplicate_records():
"""Fetch all but one duplicate records from the list of expired leave allocation."""
return frappe.db.sql_list("""
WITH duplicate_records AS
(SELECT
name, transaction_name, is_carry_forward,
ROW_NUMBER() over(partition by transaction_name order by creation)as row
FROM `tabLeave Ledger Entry` l
WHERE (EXISTS
(SELECT name
FROM `tabLeave Ledger Entry`
WHERE
transaction_name = l.transaction_name
AND transaction_type = 'Leave Allocation'
AND name <> l.name
AND employee = l.employee
AND docstatus = 1
AND leave_type = l.leave_type
AND is_carry_forward=l.is_carry_forward
AND to_date = l.to_date
AND from_date = l.from_date
AND is_expired = 1
)))
SELECT name FROM duplicate_records WHERE row > 1
""")
def delete_duplicate_ledger_entries(duplicate_records_list):
"""Delete duplicate leave ledger entries."""
if duplicate_records_list:
frappe.db.sql(''' DELETE FROM `tabLeave Ledger Entry` WHERE name in {0}'''.format(tuple(duplicate_records_list))) #nosec

8
erpnext/patches/v12_0/set_valid_till_date_in_supplier_quotation.py Normal file
View File

@ -0,0 +1,8 @@
from __future__ import unicode_literals
import frappe
def execute():
frappe.reload_doc("buying", "doctype", "supplier_quotation")
frappe.db.sql("""UPDATE `tabSupplier Quotation`
SET valid_till = DATE_ADD(transaction_date , INTERVAL 1 MONTH)
WHERE docstatus < 2""")

15
erpnext/patches/v12_0/unset_customer_supplier_based_on_type_of_item_price.py Normal file
View File

@ -0,0 +1,15 @@
from __future__ import unicode_literals
import frappe
def execute():
invalid_selling_item_price = frappe.db.sql(
"""SELECT name FROM `tabItem Price` WHERE selling = 1 and buying = 0 and (supplier IS NOT NULL or supplier = '')"""
)
invalid_buying_item_price = frappe.db.sql(
"""SELECT name FROM `tabItem Price` WHERE selling = 0 and buying = 1 and (customer IS NOT NULL or customer = '')"""
)
docs_to_modify = invalid_buying_item_price + invalid_selling_item_price
for d in docs_to_modify:
# saving the doc will auto reset invalid customer/supplier field
doc = frappe.get_doc("Item Price", d[0])
doc.save()

8
erpnext/patches/v13_0/move_tax_slabs_from_payroll_period_to_income_tax_slab.py
View File

@ -7,7 +7,7 @@ import frappe
from frappe.model.utils.rename_field import rename_field
def execute():
if not frappe.db.table_exists("Payroll Period"):
if not (frappe.db.table_exists("Payroll Period") and frappe.db.table_exists("Taxable Salary Slab")):
return
for doctype in ("income_tax_slab", "salary_structure_assignment", "employee_other_income", "income_tax_slab_other_charges"):
@ -60,6 +60,9 @@ def execute():
""", (income_tax_slab.name, company.name, period.start_date))
# move other incomes to separate document
if not frappe.db.table_exists("Employee Tax Exemption Proof Submission"):
return
migrated = []
proofs = frappe.get_all("Employee Tax Exemption Proof Submission",
filters = {'docstatus': 1},
@ -79,6 +82,9 @@ def execute():
except:
pass
if not frappe.db.table_exists("Employee Tax Exemption Declaration"):
return
declerations = frappe.get_all("Employee Tax Exemption Declaration",
filters = {'docstatus': 1},
fields =['payroll_period', 'employee', 'company', 'income_from_other_sources']

4
erpnext/regional/address_template/templates/taiwan.html Normal file
View File

@ -0,0 +1,4 @@
{{ country }}<br>{% if pincode %}{{ pincode }}<br>{% endif -%}{{ county }}{{ city }}{{ address_line1 }}{% if address_line2 %}{{ address_line2 }}{% endif -%}
{% if phone %}<br>Phone: {{ phone }}{% endif -%}
{% if fax %}<br>Fax: {{ fax }}{% endif -%}
{% if email_id %}<br>Email: {{ email_id }}{% endif -%}

3
erpnext/regional/india/utils.py
View File

@ -251,8 +251,7 @@ def get_tax_template_for_sez(party_details, master_doctype, company, party_type)
def calculate_annual_eligible_hra_exemption(doc):
basic_component = frappe.get_cached_value('Company', doc.company, "basic_component")
hra_component = frappe.get_cached_value('Company', doc.company, "hra_component")
basic_component, hra_component = frappe.db.get_value('Company', doc.company, ["basic_component", "hra_component"])
if not (basic_component and hra_component):
frappe.throw(_("Please mention Basic and HRA component in Company"))
annual_exemption, monthly_exemption, hra_amount = 0, 0, 0

4
erpnext/selling/doctype/customer/customer.py
View File

@ -165,6 +165,10 @@ class Customer(TransactionBase):
contact.mobile_no = lead.mobile_no
contact.is_primary_contact = 1
contact.append('links', dict(link_doctype='Customer', link_name=self.name))
if lead.email_id:
contact.append('email_ids', dict(email_id=lead.email_id, is_primary=1))
if lead.mobile_no:
contact.append('phone_nos', dict(phone=lead.mobile_no, is_primary_mobile_no=1))
contact.flags.ignore_permissions = self.flags.ignore_permissions
contact.autoname()
if not frappe.db.exists("Contact", contact.name):

21
erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.js
View File

@ -3,6 +3,14 @@
frappe.query_reports["Customer Acquisition and Loyalty"] = {
"filters": [
{
"fieldname": "view_type",
"label": __("View Type"),
"fieldtype": "Select",
"options": ["Monthly", "Territory Wise"],
"default": "Monthly",
"reqd": 1
},
{
"fieldname":"company",
"label": __("Company"),
@ -24,6 +32,13 @@ frappe.query_reports["Customer Acquisition and Loyalty"] = {
"fieldtype": "Date",
"default": frappe.defaults.get_user_default("year_end_date"),
"reqd": 1
},
]
}
}
],
'formatter': function(value, row, column, data, default_formatter) {
value = default_formatter(value, row, column, data);
if (data && data.bold) {
value = value.bold();
}
return value;
}
}

215
erpnext/selling/report/customer_acquisition_and_loyalty/customer_acquisition_and_loyalty.py
View File

@ -2,65 +2,186 @@
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import calendar
import frappe
from frappe import _
from frappe.utils import getdate, cint, cstr
import calendar
from frappe.utils import cint, cstr
def execute(filters=None):
# key yyyy-mm
new_customers_in = {}
repeat_customers_in = {}
customers = []
company_condition = ""
common_columns = [
{
'label': _('New Customers'),
'fieldname': 'new_customers',
'fieldtype': 'Int',
'default': 0,
'width': 125
},
{
'label': _('Repeat Customers'),
'fieldname': 'repeat_customers',
'fieldtype': 'Int',
'default': 0,
'width': 125
},
{
'label': _('Total'),
'fieldname': 'total',
'fieldtype': 'Int',
'default': 0,
'width': 100
},
{
'label': _('New Customer Revenue'),
'fieldname': 'new_customer_revenue',
'fieldtype': 'Currency',
'default': 0.0,
'width': 175
},
{
'label': _('Repeat Customer Revenue'),
'fieldname': 'repeat_customer_revenue',
'fieldtype': 'Currency',
'default': 0.0,
'width': 175
},
{
'label': _('Total Revenue'),
'fieldname': 'total_revenue',
'fieldtype': 'Currency',
'default': 0.0,
'width': 175
}
]
if filters.get('view_type') == 'Monthly':
return get_data_by_time(filters, common_columns)
else:
return get_data_by_territory(filters, common_columns)
if filters.get("company"):
company_condition = ' and company=%(company)s'
def get_data_by_time(filters, common_columns):
# key yyyy-mm
columns = [
{
'label': _('Year'),
'fieldname': 'year',
'fieldtype': 'Data',
'width': 100
},
{
'label': _('Month'),
'fieldname': 'month',
'fieldtype': 'Data',
'width': 100
},
]
columns += common_columns
for si in frappe.db.sql("""select posting_date, customer, base_grand_total from `tabSales Invoice`
where docstatus=1 and posting_date <= %(to_date)s
{company_condition} order by posting_date""".format(company_condition=company_condition),
filters, as_dict=1):
customers_in = get_customer_stats(filters)
key = si.posting_date.strftime("%Y-%m")
if not si.customer in customers:
new_customers_in.setdefault(key, [0, 0.0])
new_customers_in[key][0] += 1
new_customers_in[key][1] += si.base_grand_total
customers.append(si.customer)
else:
repeat_customers_in.setdefault(key, [0, 0.0])
repeat_customers_in[key][0] += 1
repeat_customers_in[key][1] += si.base_grand_total
# time series
from_year, from_month, temp = filters.get('from_date').split('-')
to_year, to_month, temp = filters.get('to_date').split('-')
# time series
from_year, from_month, temp = filters.get("from_date").split("-")
to_year, to_month, temp = filters.get("to_date").split("-")
from_year, from_month, to_year, to_month = \
cint(from_year), cint(from_month), cint(to_year), cint(to_month)
from_year, from_month, to_year, to_month = \
cint(from_year), cint(from_month), cint(to_year), cint(to_month)
out = []
for year in range(from_year, to_year+1):
for month in range(from_month if year==from_year else 1, (to_month+1) if year==to_year else 13):
key = '{year}-{month:02d}'.format(year=year, month=month)
data = customers_in.get(key)
new = data['new'] if data else [0, 0.0]
repeat = data['repeat'] if data else [0, 0.0]
out.append({
'year': cstr(year),
'month': calendar.month_name[month],
'new_customers': new[0],
'repeat_customers': repeat[0],
'total': new[0] + repeat[0],
'new_customer_revenue': new[1],
'repeat_customer_revenue': repeat[1],
'total_revenue': new[1] + repeat[1]
})
return columns, out
out = []
for year in range(from_year, to_year+1):
for month in range(from_month if year==from_year else 1, (to_month+1) if year==to_year else 13):
key = "{year}-{month:02d}".format(year=year, month=month)
def get_data_by_territory(filters, common_columns):
columns = [{
'label': 'Territory',
'fieldname': 'territory',
'fieldtype': 'Link',
'options': 'Territory',
'width': 150
}]
columns += common_columns
new = new_customers_in.get(key, [0,0.0])
repeat = repeat_customers_in.get(key, [0,0.0])
customers_in = get_customer_stats(filters, tree_view=True)
out.append([cstr(year), calendar.month_name[month],
new[0], repeat[0], new[0] + repeat[0],
new[1], repeat[1], new[1] + repeat[1]])
territory_dict = {}
for t in frappe.db.sql('''SELECT name, lft, parent_territory, is_group FROM `tabTerritory` ORDER BY lft''', as_dict=1):
territory_dict.update({
t.name: {
'parent': t.parent_territory,
'is_group': t.is_group
}
})
return [
_("Year") + "::100",
_("Month") + "::100",
_("New Customers") + ":Int:100",
_("Repeat Customers") + ":Int:100",
_("Total") + ":Int:100",
_("New Customer Revenue") + ":Currency:150",
_("Repeat Customer Revenue") + ":Currency:150",
_("Total Revenue") + ":Currency:150"
], out
depth_map = frappe._dict()
for name, info in territory_dict.items():
default = depth_map.get(info['parent']) + 1 if info['parent'] else 0
depth_map.setdefault(name, default)
data = []
for name, indent in depth_map.items():
condition = customers_in.get(name)
new = customers_in[name]['new'] if condition else [0, 0.0]
repeat = customers_in[name]['repeat'] if condition else [0, 0.0]
temp = {
'territory': name,
'parent_territory': territory_dict[name]['parent'],
'indent': indent,
'new_customers': new[0],
'repeat_customers': repeat[0],
'total': new[0] + repeat[0],
'new_customer_revenue': new[1],
'repeat_customer_revenue': repeat[1],
'total_revenue': new[1] + repeat[1],
'bold': 0 if indent else 1
}
data.append(temp)
loop_data = sorted(data, key=lambda k: k['indent'], reverse=True)
for ld in loop_data:
if ld['parent_territory']:
parent_data = [x for x in data if x['territory'] == ld['parent_territory']][0]
for key in parent_data.keys():
if key not in ['indent', 'territory', 'parent_territory', 'bold']:
parent_data[key] += ld[key]
return columns, data, None, None, None, 1
def get_customer_stats(filters, tree_view=False):
""" Calculates number of new and repeated customers. """
company_condition = ''
if filters.get('company'):
company_condition = ' and company=%(company)s'
customers = []
customers_in = {}
for si in frappe.db.sql('''select territory, posting_date, customer, base_grand_total from `tabSales Invoice`
where docstatus=1 and posting_date <= %(to_date)s and posting_date >= %(from_date)s
{company_condition} order by posting_date'''.format(company_condition=company_condition),
filters, as_dict=1):
key = si.territory if tree_view else si.posting_date.strftime('%Y-%m')
customers_in.setdefault(key, {'new': [0, 0.0], 'repeat': [0, 0.0]})
if not si.customer in customers:
customers_in[key]['new'][0] += 1
customers_in[key]['new'][1] += si.base_grand_total
customers.append(si.customer)
else:
customers_in[key]['repeat'][0] += 1
customers_in[key]['repeat'][1] += si.base_grand_total
return customers_in

40
erpnext/selling/report/sales_analytics/sales_analytics.json
View File

@ -1,31 +1,31 @@
{
"add_total_row": 0,
"creation": "2018-09-21 12:46:29.451048",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"modified": "2019-05-24 05:37:02.866139",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Analytics",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Sales Order",
"report_name": "Sales Analytics",
"report_type": "Script Report",
"add_total_row": 0,
"creation": "2018-09-21 12:46:29.451048",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"modified": "2020-04-30 19:49:02.303320",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Analytics",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Sales Order",
"report_name": "Sales Analytics",
"report_type": "Script Report",
"roles": [
{
"role": "Stock User"
},
},
{
"role": "Maintenance User"
},
},
{
"role": "Accounts User"
},
},
{
"role": "Sales Manager"
}

10
erpnext/selling/report/sales_analytics/sales_analytics.py
View File

@ -194,6 +194,9 @@ class Analytics(object):
def get_rows(self):
self.data = []
self.get_periodic_data()
total_row = {
"entity": "Total",
}
for entity, period_data in iteritems(self.entity_periodic_data):
row = {
@ -207,6 +210,9 @@ class Analytics(object):
row[scrub(period)] = amount
total += amount
if not total_row.get(scrub(period)): total_row[scrub(period)] = 0
total_row[scrub(period)] += amount
row["total"] = total
if self.filters.tree_type == "Item":
@ -214,6 +220,8 @@ class Analytics(object):
self.data.append(row)
self.data.append(total_row)
def get_rows_by_group(self):
self.get_periodic_data()
out = []
@ -232,8 +240,10 @@ class Analytics(object):
self.entity_periodic_data.setdefault(d.parent, frappe._dict()).setdefault(period, 0.0)
self.entity_periodic_data[d.parent][period] += amount
total += amount
row["total"] = total
out = [row] + out
self.data = out
def get_periodic_data(self):

30
erpnext/selling/report/sales_analytics/test_analytics.py
View File

@ -33,6 +33,21 @@ class TestAnalytics(unittest.TestCase):
report = execute(filters)
expected_data = [
{
'entity': 'Total',
'apr_2017': 0.0,
'may_2017': 0.0,
'jun_2017': 2000.0,
'jul_2017': 1000.0,
'aug_2017': 0.0,
'sep_2017': 1500.0,
'oct_2017': 1000.0,
'nov_2017': 0.0,
'dec_2017': 0.0,
'jan_2018': 0.0,
'feb_2018': 2000.0,
'mar_2018': 0.0
},
{
"entity": "_Test Customer 1",
"entity_name": "_Test Customer 1",
@ -134,6 +149,21 @@ class TestAnalytics(unittest.TestCase):
report = execute(filters)
expected_data = [
{
'entity': 'Total',
'apr_2017': 0.0,
'may_2017': 0.0,
'jun_2017': 20.0,
'jul_2017': 10.0,
'aug_2017': 0.0,
'sep_2017': 15.0,
'oct_2017': 10.0,
'nov_2017': 0.0,
'dec_2017': 0.0,
'jan_2018': 0.0,
'feb_2018': 20.0,
'mar_2018': 0.0
},
{
"entity": "_Test Customer 1",
"entity_name": "_Test Customer 1",

30
erpnext/selling/report/territory_wise_sales/territory_wise_sales.py
View File

@ -20,31 +20,36 @@ def get_columns():
"label": _("Territory"),
"fieldname": "territory",
"fieldtype": "Link",
"options": "Territory"
"options": "Territory",
"width": 150
},
{
"label": _("Opportunity Amount"),
"fieldname": "opportunity_amount",
"fieldtype": "Currency",
"options": currency
"options": currency,
"width": 150
},
{
"label": _("Quotation Amount"),
"fieldname": "quotation_amount",
"fieldtype": "Currency",
"options": currency
"options": currency,
"width": 150
},
{
"label": _("Order Amount"),
"fieldname": "order_amount",
"fieldtype": "Currency",
"options": currency
"options": currency,
"width": 150
},
{
"label": _("Billing Amount"),
"fieldname": "billing_amount",
"fieldtype": "Currency",
"options": currency
"options": currency,
"width": 150
}
]
@ -62,8 +67,7 @@ def get_data(filters=None):
territory_opportunities = list(filter(lambda x: x.territory == territory.name, opportunities))
t_opportunity_names = []
if territory_opportunities:
t_opportunity_names = [t.name for t in territory_opportunities]
t_opportunity_names = [t.name for t in territory_opportunities]
territory_quotations = []
if t_opportunity_names and quotations:
territory_quotations = list(filter(lambda x: x.opportunity in t_opportunity_names, quotations))
@ -76,7 +80,7 @@ def get_data(filters=None):
list(filter(lambda x: x.quotation in t_quotation_names, sales_orders))
t_order_names = []
if territory_orders:
t_order_names = [t.name for t in territory_orders]
t_order_names = [t.name for t in territory_orders]
territory_invoices = list(filter(lambda x: x.sales_order in t_order_names, sales_invoices)) if t_order_names and sales_invoices else []
@ -96,12 +100,12 @@ def get_opportunities(filters):
if filters.get('transaction_date'):
conditions = " WHERE transaction_date between {0} and {1}".format(
frappe.db.escape(filters['transaction_date'][0]),
frappe.db.escape(filters['transaction_date'][0]),
frappe.db.escape(filters['transaction_date'][1]))
if filters.company:
if conditions:
conditions += " AND"
conditions += " AND"
else:
conditions += " WHERE"
conditions += " company = %(company)s"
@ -115,7 +119,7 @@ def get_opportunities(filters):
def get_quotations(opportunities):
if not opportunities:
return []
opportunity_names = [o.name for o in opportunities]
return frappe.db.sql("""
@ -155,5 +159,5 @@ def _get_total(doclist, amount_field="base_grand_total"):
total = 0
for doc in doclist:
total += doc.get(amount_field, 0)
return total

14
erpnext/setup/desk_page/getting_started/getting_started.json → erpnext/setup/desk_page/home/home.json
View File

@ -47,26 +47,20 @@
}
],
"category": "Modules",
"charts": [
{
"chart_name": "Bank Balance",
"label": "Bank Balance"
}
],
"charts": [],
"creation": "2020-01-23 13:46:38.833076",
"developer_mode_only": 0,
"disable_user_customization": 0,
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
"icon": "",
"idx": 0,
"is_standard": 1,
"label": "Getting Started",
"modified": "2020-04-01 11:30:19.763099",
"label": "Home",
"modified": "2020-05-11 10:20:37.358701",
"modified_by": "Administrator",
"module": "Setup",
"name": "Getting Started",
"name": "Home",
"owner": "Administrator",
"pin_to_bottom": 0,
"pin_to_top": 1,

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