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

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This commit is contained in:
pranav nachnekar 2019-08-28 17:00:27 +05:30
commit adba6c833d
297 changed files with 489280 additions and 471779 deletions
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101
.travis.yml
View File

@ -1,51 +1,80 @@
language: python
dist: trusty
python:
- "2.7"
- "3.6"
language: python
env:
- TEST_TYPE="Server Side Test"
- TEST_TYPE="Patch Test"
git:
depth: 1
services:
- mysql
cache:
- pip
addons:
hosts: test_site
mariadb: 10.3
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:
- 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
install:
# fix mongodb travis error
- sudo rm /etc/apt/sources.list.d/mongodb*.list
- pip install flake8==3.3.0
- flake8 . --count --select=E901,E999,F821,F822,F823 --show-source --statistics
- sudo rm /etc/apt/sources.list.d/docker.list
- sudo apt-get install hhvm && rm -rf /home/travis/.kiex/
- sudo apt-get purge -y mysql-common mysql-server mysql-client
- cd ~
- nvm install 10
- pip install python-coveralls
- wget https://raw.githubusercontent.com/frappe/bench/master/playbooks/install.py
- sudo python install.py --develop --user travis --without-bench-setup
- sudo pip install -e ~/bench
- rm $TRAVIS_BUILD_DIR/.git/shallow
- bash $TRAVIS_BUILD_DIR/travis/bench_init.sh
- cp -r $TRAVIS_BUILD_DIR/test_sites/test_site ~/frappe-bench/sites/
- git clone https://github.com/frappe/bench --depth 1
- pip install -e ./bench
before_script:
- mysql -u root -ptravis -e 'create database test_frappe'
- echo "USE mysql;\nCREATE USER 'test_frappe'@'localhost' IDENTIFIED BY 'test_frappe';\nFLUSH PRIVILEGES;\n" | mysql -u root -ptravis
- echo "USE mysql;\nGRANT ALL PRIVILEGES ON \`test_frappe\`.* TO 'test_frappe'@'localhost';\n" | mysql -u root -ptravis
- git clone https://github.com/frappe/frappe --branch $TRAVIS_BRANCH --depth 1
- bench init --skip-assets --frappe-path ~/frappe --python $(which python) frappe-bench
- mkdir ~/frappe-bench/sites/test_site
- cp -r $TRAVIS_BUILD_DIR/.travis/site_config.json ~/frappe-bench/sites/test_site/
- mysql -u root -e "SET GLOBAL character_set_server = 'utf8mb4'"
- mysql -u root -e "SET GLOBAL collation_server = 'utf8mb4_unicode_ci'"
- mysql -u root -e "CREATE DATABASE test_frappe"
- mysql -u root -e "CREATE USER 'test_frappe'@'localhost' IDENTIFIED BY 'test_frappe'"
- mysql -u root -e "GRANT ALL PRIVILEGES ON \`test_frappe\`.* TO 'test_frappe'@'localhost'"
- mysql -u root -e "UPDATE mysql.user SET Password=PASSWORD('travis') WHERE User='root'"
- mysql -u root -e "FLUSH PRIVILEGES"
- wget -O /tmp/wkhtmltox.tar.xz https://github.com/frappe/wkhtmltopdf/raw/master/wkhtmltox-0.12.3_linux-generic-amd64.tar.xz
- tar -xf /tmp/wkhtmltox.tar.xz -C /tmp
- sudo mv /tmp/wkhtmltox/bin/wkhtmltopdf /usr/local/bin/wkhtmltopdf
- sudo chmod o+x /usr/local/bin/wkhtmltopdf
- cd ~/frappe-bench
- bench get-app erpnext $TRAVIS_BUILD_DIR
- bench use test_site
- bench reinstall --mariadb-root-username root --mariadb-root-password travis --yes
- bench scheduler disable
- sed -i 's/9000/9001/g' sites/common_site_config.json
- bench start &
- sleep 10
script:
- bash $TRAVIS_BUILD_DIR/travis/run-tests.sh
- sed -i 's/watch:/# watch:/g' Procfile
- sed -i 's/schedule:/# schedule:/g' Procfile
- sed -i 's/socketio:/# socketio:/g' Procfile
- sed -i 's/redis_socketio:/# redis_socketio:/g' Procfile
- bench get-app erpnext $TRAVIS_BUILD_DIR
- bench start &
- bench --site test_site reinstall --yes
after_script:
- pip install python-coveralls
- coveralls -b apps/erpnext -d ../../sites/.coverage

4
test_sites/test_site/site_config.json → .travis/site_config.json
View File

@ -6,8 +6,8 @@
"mail_login": "test@example.com",
"mail_password": "test",
"admin_password": "admin",
"run_selenium_tests": 1,
"root_login": "root",
"root_password": "travis",
"host_name": "http://localhost:8000",
"host_name": "http://test_site:8000",
"install_apps": ["erpnext"]
}

2
erpnext/__init__.py
View File

@ -5,7 +5,7 @@ import frappe
from erpnext.hooks import regional_overrides
from frappe.utils import getdate
__version__ = '11.1.39'
__version__ = '12.0.8'
def get_default_company(user=None):
'''Get default company for user'''

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

@ -123,10 +123,13 @@ class Account(NestedSet):
doc.flags.ignore_root_company_validation = True
doc.update({
"company": company,
"account_currency": None,
# parent account's currency should be passed down to child account's curreny
# if it is None, it picks it up from default company currency, which might be unintended
"account_currency": self.account_currency,
"parent_account": parent_acc_name_map[company]
})
doc.save()
if not self.check_if_child_acc_exists(doc):
doc.save()
frappe.msgprint(_("Account {0} is added in the child company {1}")
.format(doc.name, company))
@ -170,6 +173,24 @@ class Account(NestedSet):
if frappe.db.get_value("GL Entry", {"account": self.name}):
frappe.throw(_("Currency can not be changed after making entries using some other currency"))
def check_if_child_acc_exists(self, doc):
''' Checks if a account in parent company exists in the '''
info = frappe.db.get_value("Account", {
"account_name": doc.account_name,
"account_number": doc.account_number
}, ['company', 'account_currency', 'is_group', 'root_type', 'account_type', 'balance_must_be', 'account_name'], as_dict=1)
if not info:
return
doc = vars(doc)
dict_diff = [k for k in info if k in doc and info[k] != doc[k] and k != "company"]
if dict_diff:
frappe.throw(_("Account {0} already exists in child company {1}. The following fields have different values, they should be same:<ul><li>{2}</li></ul>")
.format(info.account_name, info.company, '</li><li>'.join(dict_diff)))
else:
return True
def convert_group_to_ledger(self):
if self.check_if_child_exists():
throw(_("Account with child nodes cannot be converted to ledger"))

6
erpnext/accounts/doctype/account/account_tree.js
View File

@ -121,7 +121,11 @@ frappe.treeview_settings["Account"] = {
},
onrender: function(node) {
if(frappe.boot.user.can_read.indexOf("GL Entry") !== -1){
var dr_or_cr = in_list(["Liability", "Income", "Equity"], node.data.root_type) ? "Cr" : "Dr";
// show Dr if positive since balance is calculated as debit - credit else show Cr
let balance = node.data.balance_in_account_currency || node.data.balance;
let dr_or_cr = balance > 0 ? "Dr": "Cr";
if (node.data && node.data.balance!==undefined) {
$('<span class="balance-area pull-right text-muted small">'
+ (node.data.balance_in_account_currency ?

64
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.js
View File

@ -4,45 +4,52 @@
frappe.ui.form.on('Accounting Dimension', {
refresh: function(frm) {
if (!frm.is_new()) {
frm.add_custom_button(__('Show {0}', [frm.doc.document_type]), function () {
frappe.set_route("List", frm.doc.document_type);
});
}
frm.set_query('document_type', () => {
return {
filters: {
name: ['not in', ['Accounting Dimension', 'Project', 'Cost Center']]
name: ['not in', ['Accounting Dimension', 'Project', 'Cost Center', 'Accounting Dimension Detail']]
}
};
});
let button = frm.doc.disabled ? "Enable" : "Disable";
frm.add_custom_button(__(button), function() {
frm.set_value('disabled', 1 - frm.doc.disabled);
frappe.call({
method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.disable_dimension",
args: {
doc: frm.doc
},
freeze: true,
callback: function(r) {
let message = frm.doc.disabled ? "Dimension Disabled" : "Dimension Enabled";
frm.save();
frappe.show_alert({message:__(message), indicator:'green'});
}
if (!frm.is_new()) {
frm.add_custom_button(__('Show {0}', [frm.doc.document_type]), function () {
frappe.set_route("List", frm.doc.document_type);
});
});
let button = frm.doc.disabled ? "Enable" : "Disable";
frm.add_custom_button(__(button), function() {
frm.set_value('disabled', 1 - frm.doc.disabled);
frappe.call({
method: "erpnext.accounts.doctype.accounting_dimension.accounting_dimension.disable_dimension",
args: {
doc: frm.doc
},
freeze: true,
callback: function(r) {
let message = frm.doc.disabled ? "Dimension Disabled" : "Dimension Enabled";
frm.save();
frappe.show_alert({message:__(message), indicator:'green'});
}
});
});
}
},
document_type: function(frm) {
frm.set_value('label', frm.doc.document_type);
frm.set_value('fieldname', frappe.model.scrub(frm.doc.document_type));
if (frm.is_new()){
let row = frappe.model.add_child(frm.doc, "Accounting Dimension Detail", "dimension_defaults");
row.reference_document = frm.doc.document_type;
frm.refresh_fields("dimension_defaults");
}
frappe.db.get_value('Accounting Dimension', {'document_type': frm.doc.document_type}, 'document_type', (r) => {
if (r && r.document_type) {
frm.set_df_property('document_type', 'description', "Document type is already set as dimension");
@ -50,3 +57,10 @@ frappe.ui.form.on('Accounting Dimension', {
});
},
});
frappe.ui.form.on('Accounting Dimension Detail', {
dimension_defaults_add: function(frm, cdt, cdn) {
let row = locals[cdt][cdn];
row.reference_document = frm.doc.document_type;
}
});

21
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.json
View File

@ -1,6 +1,4 @@
{
"_comments": "[]",
"_liked_by": "[]",
"autoname": "field:label",
"creation": "2019-05-04 18:13:37.002352",
"doctype": "DocType",
@ -9,8 +7,7 @@
"document_type",
"label",
"fieldname",
"mandatory_for_bs",
"mandatory_for_pl",
"dimension_defaults",
"disabled"
],
"fields": [
@ -43,19 +40,13 @@
"read_only": 1
},
{
"default": "0",
"fieldname": "mandatory_for_bs",
"fieldtype": "Check",
"label": "Mandatory For Balance Sheet"
},
{
"default": "0",
"fieldname": "mandatory_for_pl",
"fieldtype": "Check",
"label": "Mandatory For Profit and Loss Account"
"fieldname": "dimension_defaults",
"fieldtype": "Table",
"label": "Dimension Defaults",
"options": "Accounting Dimension Detail"
}
],
"modified": "2019-07-14 17:25:01.307948",
"modified": "2019-07-17 16:49:31.134385",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting Dimension",

34
erpnext/accounts/doctype/accounting_dimension/accounting_dimension.py
View File

@ -96,13 +96,13 @@ def delete_accounting_dimension(doc):
frappe.db.sql("""
DELETE FROM `tabCustom Field`
WHERE fieldname = %s
WHERE fieldname = %s
AND dt IN (%s)""" % #nosec
('%s', ', '.join(['%s']* len(doclist))), tuple([doc.fieldname] + doclist))
frappe.db.sql("""
DELETE FROM `tabProperty Setter`
WHERE field_name = %s
WHERE field_name = %s
AND doc_type IN (%s)""" % #nosec
('%s', ', '.join(['%s']* len(doclist))), tuple([doc.fieldname] + doclist))
@ -150,14 +150,40 @@ def get_doctypes_with_dimensions():
"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"]
"Travel Request", "Fees", "POS Profile", "Opening Invoice Creation Tool", "Opening Invoice Creation Tool Item", "Subscription",
"Subscription Plan"]
return doclist
def get_accounting_dimensions(as_list=True):
accounting_dimensions = frappe.get_all("Accounting Dimension", fields=["label", "fieldname", "mandatory_for_pl", "mandatory_for_bs", "disabled"], filters={"disabled": 0})
accounting_dimensions = frappe.get_all("Accounting Dimension", fields=["label", "fieldname", "disabled"])
if as_list:
return [d.fieldname for d in accounting_dimensions]
else:
return accounting_dimensions
def get_checks_for_pl_and_bs_accounts():
dimensions = frappe.db.sql("""SELECT p.label, p.disabled, p.fieldname, c.company, c.mandatory_for_pl, c.mandatory_for_bs
FROM `tabAccounting Dimension`p ,`tabAccounting Dimension Detail` c
WHERE p.name = c.parent""", as_dict=1)
return dimensions
@frappe.whitelist()
def get_dimension_filters():
dimension_filters = frappe.db.sql("""
SELECT label, fieldname, document_type
FROM `tabAccounting Dimension`
WHERE disabled = 0
""", as_dict=1)
default_dimensions = frappe.db.sql("""SELECT parent, company, default_dimension
FROM `tabAccounting Dimension Detail`""", as_dict=1)
default_dimensions_map = {}
for dimension in default_dimensions:
default_dimensions_map.setdefault(dimension['company'], {})
default_dimensions_map[dimension['company']][dimension['parent']] = dimension['default_dimension']
return dimension_filters, default_dimensions_map

15
erpnext/accounts/doctype/accounting_dimension/test_accounting_dimension.py
View File

@ -27,12 +27,20 @@ class TestAccountingDimension(unittest.TestCase):
dimension1 = frappe.get_doc({
"doctype": "Accounting Dimension",
"document_type": "Location",
"mandatory_for_pl": 1
}).insert()
})
dimension1.append("dimension_defaults", {
"company": "_Test Company",
"reference_document": "Location",
"default_dimension": "Block 1",
"mandatory_for_bs": 1
})
dimension1.insert()
dimension1.save()
else:
dimension1 = frappe.get_doc("Accounting Dimension", "Location")
dimension1.disabled = 0
dimension1.mandatory_for_pl = 1
dimension1.save()
def test_dimension_against_sales_invoice(self):
@ -100,7 +108,6 @@ def disable_dimension():
dimension1.save()
dimension2 = frappe.get_doc("Accounting Dimension", "Location")
dimension2.mandatory_for_pl = 0
dimension2.disabled = 1
dimension2.save()

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

65
erpnext/accounts/doctype/accounting_dimension_detail/accounting_dimension_detail.json Normal file
View File

@ -0,0 +1,65 @@
{
"creation": "2019-07-16 17:53:18.718831",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"company",
"reference_document",
"default_dimension",
"mandatory_for_bs",
"mandatory_for_pl"
],
"fields": [
{
"columns": 2,
"fieldname": "company",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Company",
"options": "Company"
},
{
"fieldname": "reference_document",
"fieldtype": "Link",
"hidden": 1,
"label": "Reference Document",
"options": "DocType",
"read_only": 1
},
{
"columns": 2,
"fieldname": "default_dimension",
"fieldtype": "Dynamic Link",
"in_list_view": 1,
"label": "Default Dimension",
"options": "reference_document"
},
{
"columns": 3,
"default": "0",
"fieldname": "mandatory_for_bs",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Mandatory For Balance Sheet"
},
{
"columns": 3,
"default": "0",
"fieldname": "mandatory_for_pl",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Mandatory For Profit and Loss Account"
}
],
"istable": 1,
"modified": "2019-08-15 11:59:09.389891",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting Dimension Detail",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

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

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class AccountingDimensionDetail(Document):
pass

36
erpnext/accounts/doctype/accounting_period/accounting_period.json
View File

@ -167,39 +167,7 @@
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "status",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Status",
"length": 0,
"no_copy": 0,
"options": "Open\nClosed",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
@ -273,7 +241,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-04-13 19:14:47.593753",
"modified": "2019-08-01 19:14:47.593753",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting Period",

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

@ -7,6 +7,8 @@ import frappe
from frappe.model.document import Document
from frappe import _
class OverlapError(frappe.ValidationError): pass
class AccountingPeriod(Document):
def validate(self):
self.validate_overlap()
@ -34,12 +36,13 @@ class AccountingPeriod(Document):
}, as_dict=True)
if len(existing_accounting_period) > 0:
frappe.throw(_("Accounting Period overlaps with {0}".format(existing_accounting_period[0].get("name"))))
frappe.throw(_("Accounting Period overlaps with {0}")
.format(existing_accounting_period[0].get("name")), OverlapError)
def get_doctypes_for_closing(self):
docs_for_closing = []
#if not self.closed_documents or len(self.closed_documents) == 0:
doctypes = ["Sales Invoice", "Purchase Invoice", "Journal Entry", "Payroll Entry", "Bank Reconciliation", "Asset", "Purchase Order", "Sales Order", "Leave Application", "Leave Allocation", "Stock Entry"]
doctypes = ["Sales Invoice", "Purchase Invoice", "Journal Entry", "Payroll Entry", "Bank Reconciliation",
"Asset", "Purchase Order", "Sales Order", "Leave Application", "Leave Allocation", "Stock Entry"]
closed_doctypes = [{"document_type": doctype, "closed": 1} for doctype in doctypes]
for closed_doctype in closed_doctypes:
docs_for_closing.append(closed_doctype)
@ -52,4 +55,4 @@ class AccountingPeriod(Document):
self.append('closed_documents', {
"document_type": doctype_for_closing.document_type,
"closed": doctype_for_closing.closed
})
})

57
erpnext/accounts/doctype/accounting_period/test_accounting_period.py
View File

@ -5,23 +5,42 @@ from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import nowdate, add_months
from erpnext.accounts.general_ledger import ClosedAccountingPeriod
from erpnext.accounts.doctype.accounting_period.accounting_period import OverlapError
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
# class TestAccountingPeriod(unittest.TestCase):
# def test_overlap(self):
# ap1 = create_accounting_period({"start_date":"2018-04-01", "end_date":"2018-06-30", "company":"Wind Power LLC"})
# ap1.save()
# ap2 = create_accounting_period({"start_date":"2018-06-30", "end_date":"2018-07-10", "company":"Wind Power LLC"})
# self.assertRaises(frappe.OverlapError, accounting_period_2.save())
#
# def tearDown(self):
# pass
#
#
# def create_accounting_period(**args):
# accounting_period = frappe.new_doc("Accounting Period")
# accounting_period.start_date = args.start_date or frappe.utils.datetime.date(2018, 4, 1)
# accounting_period.end_date = args.end_date or frappe.utils.datetime.date(2018, 6, 30)
# accounting_period.company = args.company
# accounting_period.period_name = "_Test_Period_Name_1"
#
# return accounting_period
class TestAccountingPeriod(unittest.TestCase):
def test_overlap(self):
ap1 = create_accounting_period(start_date = "2018-04-01",
end_date = "2018-06-30", company = "Wind Power LLC")
ap1.save()
ap2 = create_accounting_period(start_date = "2018-06-30",
end_date = "2018-07-10", company = "Wind Power LLC", period_name = "Test Accounting Period 1")
self.assertRaises(OverlapError, ap2.save)
def test_accounting_period(self):
ap1 = create_accounting_period(period_name = "Test Accounting Period 2")
ap1.save()
doc = create_sales_invoice(do_not_submit=1, cost_center = "_Test Company - _TC", warehouse = "Stores - _TC")
self.assertRaises(ClosedAccountingPeriod, doc.submit)
def tearDown(self):
for d in frappe.get_all("Accounting Period"):
frappe.delete_doc("Accounting Period", d.name)
def create_accounting_period(**args):
args = frappe._dict(args)
accounting_period = frappe.new_doc("Accounting Period")
accounting_period.start_date = args.start_date or nowdate()
accounting_period.end_date = args.end_date or add_months(nowdate(), 1)
accounting_period.company = args.company or "_Test Company"
accounting_period.period_name =args.period_name or "_Test_Period_Name_1"
accounting_period.append("closed_documents", {
"document_type": 'Sales Invoice', "closed": 1
})
return accounting_period

3
erpnext/accounts/doctype/bank/bank_dashboard.py
View File

@ -10,9 +10,6 @@ def get_data():
{
'label': _('Bank Deatils'),
'items': ['Bank Account', 'Bank Guarantee']
},
{
'items': ['Payment Order']
}
]
}

16
erpnext/accounts/doctype/bank_transaction/bank_transaction.py
View File

@ -45,12 +45,12 @@ class BankTransaction(StatusUpdater):
def clear_linked_payment_entries(self):
for payment_entry in self.payment_entries:
allocated_amount = get_total_allocated_amount(payment_entry)
paid_amount = get_paid_amount(payment_entry)
paid_amount = get_paid_amount(payment_entry, self.currency)
if paid_amount and allocated_amount:
if flt(allocated_amount[0]["allocated_amount"]) > flt(paid_amount):
frappe.throw(_("The total allocated amount ({0}) is greated than the paid amount ({1}).".format(flt(allocated_amount[0]["allocated_amount"]), flt(paid_amount))))
elif flt(allocated_amount[0]["allocated_amount"]) == flt(paid_amount):
else:
if payment_entry.payment_document in ["Payment Entry", "Journal Entry", "Purchase Invoice", "Expense Claim"]:
self.clear_simple_entry(payment_entry)
@ -80,9 +80,17 @@ def get_total_allocated_amount(payment_entry):
AND
bt.docstatus = 1""", (payment_entry.payment_document, payment_entry.payment_entry), as_dict=True)
def get_paid_amount(payment_entry):
def get_paid_amount(payment_entry, currency):
if payment_entry.payment_document in ["Payment Entry", "Sales Invoice", "Purchase Invoice"]:
return frappe.db.get_value(payment_entry.payment_document, payment_entry.payment_entry, "paid_amount")
paid_amount_field = "paid_amount"
if payment_entry.payment_document == 'Payment Entry':
doc = frappe.get_doc("Payment Entry", payment_entry.payment_entry)
paid_amount_field = ("base_paid_amount"
if doc.paid_to_account_currency == currency else "paid_amount")
return frappe.db.get_value(payment_entry.payment_document,
payment_entry.payment_entry, paid_amount_field)
elif payment_entry.payment_document == "Journal Entry":
return frappe.db.get_value(payment_entry.payment_document, payment_entry.payment_entry, "total_credit")

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

@ -8,7 +8,8 @@
"customer",
"column_break_3",
"posting_date",
"outstanding_amount"
"outstanding_amount",
"debit_to"
],
"fields": [
{
@ -48,10 +49,18 @@
{
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"fetch_from": "sales_invoice.debit_to",
"fieldname": "debit_to",
"fieldtype": "Link",
"label": "Debit to",
"options": "Account",
"read_only": 1
}
],
"istable": 1,
"modified": "2019-05-30 19:27:29.436153",
"modified": "2019-08-07 15:13:55.808349",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Discounted Invoice",

8
erpnext/accounts/doctype/gl_entry/gl_entry.py
View File

@ -12,7 +12,7 @@ from erpnext.accounts.party import validate_party_gle_currency, validate_party_f
from erpnext.accounts.utils import get_account_currency
from erpnext.accounts.utils import get_fiscal_year
from erpnext.exceptions import InvalidAccountCurrency
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_checks_for_pl_and_bs_accounts
exclude_from_linked_with = True
class GLEntry(Document):
@ -86,16 +86,16 @@ class GLEntry(Document):
account_type = frappe.db.get_value("Account", self.account, "report_type")
for dimension in get_accounting_dimensions(as_list=False):
for dimension in get_checks_for_pl_and_bs_accounts():
if account_type == "Profit and Loss" \
and dimension.mandatory_for_pl and not dimension.disabled:
and self.company == dimension.company and dimension.mandatory_for_pl and not dimension.disabled:
if not self.get(dimension.fieldname):
frappe.throw(_("Accounting Dimension <b>{0}</b> is required for 'Profit and Loss' account {1}.")
.format(dimension.label, self.account))
if account_type == "Balance Sheet" \
and dimension.mandatory_for_bs and not dimension.disabled:
and self.company == dimension.company and dimension.mandatory_for_bs and not dimension.disabled:
if not self.get(dimension.fieldname):
frappe.throw(_("Accounting Dimension <b>{0}</b> is required for 'Balance Sheet' account {1}.")
.format(dimension.label, self.account))

53
erpnext/accounts/doctype/invoice_discounting/invoice_discounting.js
View File

@ -13,41 +13,57 @@ frappe.ui.form.on('Invoice Discounting', {
};
});
frm.events.filter_accounts("bank_account", frm, {"account_type": "Bank"});
frm.events.filter_accounts("bank_charges_account", frm, {"root_type": "Expense"});
frm.events.filter_accounts("short_term_loan", frm, {"root_type": "Liability"});
frm.events.filter_accounts("accounts_receivable_credit", frm, {"account_type": "Receivable"});
frm.events.filter_accounts("accounts_receivable_discounted", frm, {"account_type": "Receivable"});
frm.events.filter_accounts("accounts_receivable_unpaid", frm, {"account_type": "Receivable"});
frm.events.filter_accounts("bank_account", frm, [["account_type", "=", "Bank"]]);
frm.events.filter_accounts("bank_charges_account", frm, [["root_type", "=", "Expense"]]);
frm.events.filter_accounts("short_term_loan", frm, [["root_type", "=", "Liability"]]);
frm.events.filter_accounts("accounts_receivable_discounted", frm, [["account_type", "=", "Receivable"]]);
frm.events.filter_accounts("accounts_receivable_credit", frm, [["account_type", "=", "Receivable"]]);
frm.events.filter_accounts("accounts_receivable_unpaid", frm, [["account_type", "=", "Receivable"]]);
},
filter_accounts: (fieldname, frm, addl_filters) => {
let filters = {
"company": frm.doc.company,
"is_group": 0
};
if(addl_filters) Object.assign(filters, addl_filters);
let filters = [
["company", "=", frm.doc.company],
["is_group", "=", 0]
];
if(addl_filters){
filters = $.merge(filters , addl_filters);
}
frm.set_query(fieldname, () => { return { "filters": filters }; });
},
refresh_filters: (frm) =>{
let invoice_accounts = Object.keys(frm.doc.invoices).map(function(key) {
return frm.doc.invoices[key].debit_to;
});
let filters = [
["account_type", "=", "Receivable"],
["name", "not in", invoice_accounts]
];
frm.events.filter_accounts("accounts_receivable_credit", frm, filters);
frm.events.filter_accounts("accounts_receivable_discounted", frm, filters);
frm.events.filter_accounts("accounts_receivable_unpaid", frm, filters);
},
refresh: (frm) => {
frm.events.show_general_ledger(frm);
if(frm.doc.docstatus === 0) {
if (frm.doc.docstatus === 0) {
frm.add_custom_button(__('Get Invoices'), function() {
frm.events.get_invoices(frm);
});
}
if(frm.doc.docstatus === 1 && frm.doc.status !== "Settled") {
if(frm.doc.status == "Sanctioned") {
if (frm.doc.docstatus === 1 && frm.doc.status !== "Settled") {
if (frm.doc.status == "Sanctioned") {
frm.add_custom_button(__('Disburse Loan'), function() {
frm.events.create_disbursement_entry(frm);
}).addClass("btn-primary");
}
if(frm.doc.status == "Disbursed") {
if (frm.doc.status == "Disbursed") {
frm.add_custom_button(__('Close Loan'), function() {
frm.events.close_loan(frm);
}).addClass("btn-primary");
@ -64,7 +80,7 @@ frappe.ui.form.on('Invoice Discounting', {
},
set_end_date: (frm) => {
if(frm.doc.loan_start_date && frm.doc.loan_period) {
if (frm.doc.loan_start_date && frm.doc.loan_period) {
let end_date = frappe.datetime.add_days(frm.doc.loan_start_date, frm.doc.loan_period);
frm.set_value("loan_end_date", end_date);
}
@ -132,6 +148,7 @@ frappe.ui.form.on('Invoice Discounting', {
frm.doc.invoices = frm.doc.invoices.filter(row => row.sales_invoice);
let row = frm.add_child("invoices");
$.extend(row, v);
frm.events.refresh_filters(frm);
});
refresh_field("invoices");
}
@ -190,8 +207,10 @@ frappe.ui.form.on('Invoice Discounting', {
frappe.ui.form.on('Discounted Invoice', {
sales_invoice: (frm) => {
frm.events.calculate_total_amount(frm);
frm.events.refresh_filters(frm);
},
invoices_remove: (frm) => {
frm.events.calculate_total_amount(frm);
frm.events.refresh_filters(frm);
}
});
});

13
erpnext/accounts/doctype/invoice_discounting/invoice_discounting.py
View File

@ -12,6 +12,7 @@ from erpnext.accounts.general_ledger import make_gl_entries
class InvoiceDiscounting(AccountsController):
def validate(self):
self.validate_mandatory()
self.validate_invoices()
self.calculate_total_amount()
self.set_status()
self.set_end_date()
@ -24,6 +25,15 @@ class InvoiceDiscounting(AccountsController):
if self.docstatus == 1 and not (self.loan_start_date and self.loan_period):
frappe.throw(_("Loan Start Date and Loan Period are mandatory to save the Invoice Discounting"))
def validate_invoices(self):
discounted_invoices = [record.sales_invoice for record in
frappe.get_all("Discounted Invoice",fields = ["sales_invoice"], filters= {"docstatus":1})]
for record in self.invoices:
if record.sales_invoice in discounted_invoices:
frappe.throw("Row({0}): {1} is already discounted in {2}"
.format(record.idx, frappe.bold(record.sales_invoice), frappe.bold(record.parent)))
def calculate_total_amount(self):
self.total_amount = sum([flt(d.outstanding_amount) for d in self.invoices])
@ -212,7 +222,8 @@ def get_invoices(filters):
name as sales_invoice,
customer,
posting_date,
outstanding_amount
outstanding_amount,
debit_to
from `tabSales Invoice` si
where
docstatus = 1

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

@ -258,6 +258,7 @@
"print_hide": 1
},
{
"collapsible": 1,
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
@ -269,12 +270,13 @@
],
"idx": 1,
"istable": 1,
"modified": "2019-05-25 22:14:02.715509",
"modified": "2019-07-16 17:12:08.238334",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Journal Entry Account",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

14
erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.json
View File

@ -10,7 +10,9 @@
"create_missing_party",
"column_break_3",
"invoice_type",
"accounting_dimensions_section",
"cost_center",
"dimension_col_break",
"section_break_4",
"invoices"
],
@ -59,11 +61,21 @@
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
},
{
"collapsible": 1,
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
}
],
"hide_toolbar": 1,
"issingle": 1,
"modified": "2019-06-13 11:45:31.405267",
"modified": "2019-07-25 14:57:33.187689",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Opening Invoice Creation Tool",

8
erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py
View File

@ -7,6 +7,7 @@ import frappe
from frappe import _, scrub
from frappe.utils import flt, nowdate
from frappe.model.document import Document
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
class OpeningInvoiceCreationTool(Document):
@ -173,6 +174,13 @@ class OpeningInvoiceCreationTool(Document):
"currency": frappe.get_cached_value('Company', self.company, "default_currency")
})
accounting_dimension = get_accounting_dimensions()
for dimension in accounting_dimension:
args.update({
dimension: item.get(dimension)
})
if self.invoice_type == "Sales":
args["is_pos"] = 0

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

@ -15,7 +15,9 @@
"outstanding_amount",
"column_break_4",
"qty",
"cost_center"
"accounting_dimensions_section",
"cost_center",
"dimension_col_break"
],
"fields": [
{
@ -92,10 +94,19 @@
"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"
}
],
"istable": 1,
"modified": "2019-06-13 11:48:08.324063",
"modified": "2019-07-25 15:00:00.460695",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Opening Invoice Creation Tool Item",

40
erpnext/accounts/doctype/payment_entry/payment_entry.py
View File

@ -624,8 +624,8 @@ def get_outstanding_reference_documents(args):
data = negative_outstanding_invoices + outstanding_invoices + orders_to_be_billed
if not data:
frappe.msgprint(_("No outstanding invoices found for the {0} <b>{1}</b>.")
.format(args.get("party_type").lower(), args.get("party")))
frappe.msgprint(_("No outstanding invoices found for the {0} {1} which qualify the filters you have specified.")
.format(args.get("party_type").lower(), frappe.bold(args.get("party"))))
return data
@ -648,13 +648,18 @@ def get_orders_to_be_billed(posting_date, party_type, party,
orders = []
if voucher_type:
ref_field = "base_grand_total" if party_account_currency == company_currency else "grand_total"
if party_account_currency == company_currency:
grand_total_field = "base_grand_total"
rounded_total_field = "base_rounded_total"
else:
grand_total_field = "grand_total"
rounded_total_field = "rounded_total"
orders = frappe.db.sql("""
select
name as voucher_no,
{ref_field} as invoice_amount,
({ref_field} - advance_paid) as outstanding_amount,
if({rounded_total_field}, {rounded_total_field}, {grand_total_field}) as invoice_amount,
(if({rounded_total_field}, {rounded_total_field}, {grand_total_field}) - advance_paid) as outstanding_amount,
transaction_date as posting_date
from
`tab{voucher_type}`
@ -663,13 +668,14 @@ def get_orders_to_be_billed(posting_date, party_type, party,
and docstatus = 1
and company = %s
and ifnull(status, "") != "Closed"
and {ref_field} > advance_paid
and if({rounded_total_field}, {rounded_total_field}, {grand_total_field}) > advance_paid
and abs(100 - per_billed) > 0.01
{condition}
order by
transaction_date, name
""".format(**{
"ref_field": ref_field,
"rounded_total_field": rounded_total_field,
"grand_total_field": grand_total_field,
"voucher_type": voucher_type,
"party_type": scrub(party_type),
"condition": condition
@ -677,8 +683,8 @@ def get_orders_to_be_billed(posting_date, party_type, party,
order_list = []
for d in orders:
if not (d.outstanding_amount >= filters.get("outstanding_amt_greater_than")
and d.outstanding_amount <= filters.get("outstanding_amt_less_than")):
if not (flt(d.outstanding_amount) >= flt(filters.get("outstanding_amt_greater_than"))
and flt(d.outstanding_amount) <= flt(filters.get("outstanding_amt_less_than"))):
continue
d["voucher_type"] = voucher_type
@ -755,9 +761,23 @@ def get_party_details(company, party_type, party, date, cost_center=None):
@frappe.whitelist()
def get_account_details(account, date, cost_center=None):
frappe.has_permission('Payment Entry', throw=True)
# to check if the passed account is accessible under reference doctype Payment Entry
account_list = frappe.get_list('Account', {
'name': account
}, reference_doctype='Payment Entry', limit=1)
# There might be some user permissions which will allow account under certain doctypes
# except for Payment Entry, only in such case we should throw permission error
if not account_list:
frappe.throw(_('Account: {0} is not permitted under Payment Entry').format(account))
account_balance = get_balance_on(account, date, cost_center=cost_center,
ignore_account_permission=True)
return frappe._dict({
"account_currency": get_account_currency(account),
"account_balance": get_balance_on(account, date, cost_center=cost_center),
"account_balance": account_balance,
"account_type": frappe.db.get_value("Account", account, "account_type")
})

1
erpnext/accounts/doctype/payment_order/payment_order.js
View File

@ -66,6 +66,7 @@ frappe.ui.form.on('Payment Order', {
get_query_filters: {
bank: frm.doc.bank,
docstatus: 1,
payment_type: ("!=", "Receive"),
bank_account: frm.doc.company_bank_account,
paid_from: frm.doc.account,
payment_order_status: ["=", "Initiated"],

29
erpnext/accounts/doctype/payment_order/regional/india.js
View File

@ -1,29 +0,0 @@
frappe.ui.form.on('Payment Order', {
refresh: function(frm) {
if (frm.doc.docstatus==1 && frm.doc.payment_order_type==='Payment Entry') {
frm.add_custom_button(__('Generate Text File'), function() {
frm.trigger("generate_text_and_download_file");
});
}
},
generate_text_and_download_file: (frm) => {
return frappe.call({
method: "erpnext.regional.india.bank_remittance.generate_report",
args: {
name: frm.doc.name
},
freeze: true,
callback: function(r) {
{
frm.reload_doc();
const a = document.createElement('a');
let file_obj = r.message;
a.href = file_obj.file_url;
a.target = '_blank';
a.download = file_obj.file_name;
a.click();
}
}
});
}
});

13
erpnext/accounts/doctype/payment_reconciliation/payment_reconciliation.py
View File

@ -93,7 +93,7 @@ class PaymentReconciliation(Document):
and `tab{doc}`.is_return = 1 and `tabGL Entry`.against_voucher_type = %(voucher_type)s
and `tab{doc}`.docstatus = 1 and `tabGL Entry`.party = %(party)s
and `tabGL Entry`.party_type = %(party_type)s and `tabGL Entry`.account = %(account)s
GROUP BY `tabSales Invoice`.name
GROUP BY `tab{doc}`.name
Having
amount > 0
""".format(doc=voucher_type, dr_or_cr=dr_or_cr, reconciled_dr_or_cr=reconciled_dr_or_cr), {
@ -257,11 +257,8 @@ def reconcile_dr_cr_note(dr_cr_notes):
voucher_type = ('Credit Note'
if d.voucher_type == 'Sales Invoice' else 'Debit Note')
dr_or_cr = ('credit_in_account_currency'
if d.reference_type == 'Sales Invoice' else 'debit_in_account_currency')
reconcile_dr_or_cr = ('debit_in_account_currency'
if dr_or_cr == 'credit_in_account_currency' else 'credit_in_account_currency')
if d.dr_or_cr == 'credit_in_account_currency' else 'credit_in_account_currency')
jv = frappe.get_doc({
"doctype": "Journal Entry",
@ -272,8 +269,7 @@ def reconcile_dr_cr_note(dr_cr_notes):
'account': d.account,
'party': d.party,
'party_type': d.party_type,
reconcile_dr_or_cr: (abs(d.allocated_amount)
if abs(d.unadjusted_amount) > abs(d.allocated_amount) else abs(d.unadjusted_amount)),
d.dr_or_cr: abs(d.allocated_amount),
'reference_type': d.against_voucher_type,
'reference_name': d.against_voucher
},
@ -281,7 +277,8 @@ def reconcile_dr_cr_note(dr_cr_notes):
'account': d.account,
'party': d.party,
'party_type': d.party_type,
dr_or_cr: abs(d.allocated_amount),
reconcile_dr_or_cr: (abs(d.allocated_amount)
if abs(d.unadjusted_amount) > abs(d.allocated_amount) else abs(d.unadjusted_amount)),
'reference_type': d.voucher_type,
'reference_name': d.voucher_no
}

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

@ -382,7 +382,7 @@ def get_qty_amount_data_for_cumulative(pr_doc, doc, items=[]):
`tab{child_doc}`.amount
FROM `tab{child_doc}`, `tab{parent_doc}`
WHERE
`tab{child_doc}`.parent = `tab{parent_doc}`.name and {date_field}
`tab{child_doc}`.parent = `tab{parent_doc}`.name and `tab{parent_doc}`.{date_field}
between %s and %s and `tab{parent_doc}`.docstatus = 1
{condition} group by `tab{child_doc}`.name
""".format(parent_doc = doctype,

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

@ -20,11 +20,13 @@ test_dependencies = ["Item", "Cost Center", "Payment Term", "Payment Terms Templ
test_ignore = ["Serial No"]
class TestPurchaseInvoice(unittest.TestCase):
def setUp(self):
@classmethod
def setUpClass(self):
unlink_payment_on_cancel_of_invoice()
frappe.db.set_value("Buying Settings", None, "allow_multiple_items", 1)
def tearDown(self):
@classmethod
def tearDownClass(self):
unlink_payment_on_cancel_of_invoice(0)
def test_gl_entries_without_perpetual_inventory(self):
@ -91,6 +93,7 @@ class TestPurchaseInvoice(unittest.TestCase):
pi_doc = frappe.get_doc('Purchase Invoice', pi_doc.name)
self.assertRaises(frappe.LinkExistsError, pi_doc.cancel)
unlink_payment_on_cancel_of_invoice()
def test_purchase_invoice_for_blocked_supplier(self):
supplier = frappe.get_doc('Supplier', '_Test Supplier')

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

@ -307,7 +307,7 @@ def get_item_tax_data():
# example: {'Consulting Services': {'Excise 12 - TS': '12.000'}}
itemwise_tax = {}
taxes = frappe.db.sql(""" select parent, tax_type, tax_rate from `tabItem Tax`""", as_dict=1)
taxes = frappe.db.sql(""" select parent, tax_type, tax_rate from `tabItem Tax Template Detail`""", as_dict=1)
for tax in taxes:
if tax.parent not in itemwise_tax:
@ -432,7 +432,6 @@ def get_customer_id(doc, customer=None):
return cust_id
def make_customer_and_address(customers):
customers_list = []
for customer, data in iteritems(customers):
@ -449,7 +448,6 @@ def make_customer_and_address(customers):
frappe.db.commit()
return customers_list
def add_customer(data):
customer = data.get('full_name') or data.get('customer')
if frappe.db.exists("Customer", customer.strip()):
@ -466,21 +464,18 @@ def add_customer(data):
frappe.db.commit()
return customer_doc.name
def get_territory(data):
if data.get('territory'):
return data.get('territory')
return frappe.db.get_single_value('Selling Settings','territory') or _('All Territories')
def get_customer_group(data):
if data.get('customer_group'):
return data.get('customer_group')
return frappe.db.get_single_value('Selling Settings', 'customer_group') or frappe.db.get_value('Customer Group', {'is_group': 0}, 'name')
def make_contact(args, customer):
if args.get('email_id') or args.get('phone'):
name = frappe.db.get_value('Dynamic Link',
@ -506,7 +501,6 @@ def make_contact(args, customer):
doc.flags.ignore_mandatory = True
doc.save(ignore_permissions=True)
def make_address(args, customer):
if not args.get('address_line1'):
return
@ -521,7 +515,10 @@ def make_address(args, customer):
address = frappe.get_doc('Address', name)
else:
address = frappe.new_doc('Address')
address.country = frappe.get_cached_value('Company', args.get('company'), 'country')
if args.get('company'):
address.country = frappe.get_cached_value('Company',
args.get('company'), 'country')
address.append('links', {
'link_doctype': 'Customer',
'link_name': customer
@ -533,7 +530,6 @@ def make_address(args, customer):
address.flags.ignore_mandatory = True
address.save(ignore_permissions=True)
def make_email_queue(email_queue):
name_list = []
for key, data in iteritems(email_queue):
@ -550,7 +546,6 @@ def make_email_queue(email_queue):
return name_list
def validate_item(doc):
for item in doc.get('items'):
if not frappe.db.exists('Item', item.get('item_code')):
@ -569,7 +564,6 @@ def validate_item(doc):
item_doc.save(ignore_permissions=True)
frappe.db.commit()
def submit_invoice(si_doc, name, doc, name_list):
try:
si_doc.insert()
@ -585,7 +579,6 @@ def submit_invoice(si_doc, name, doc, name_list):
return name_list
def save_invoice(doc, name, name_list):
try:
if not frappe.db.exists('Sales Invoice', {'offline_pos_name': name}):

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

@ -44,6 +44,10 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte
this.frm.toggle_reqd("due_date", !this.frm.doc.is_return);
if (this.frm.doc.is_return) {
this.frm.return_print_format = "Sales Invoice Return";
}
this.show_general_ledger();
if(doc.update_stock) this.show_stock_ledger();
@ -148,16 +152,24 @@ erpnext.accounts.SalesInvoiceController = erpnext.selling.SellingController.exte
},
set_default_print_format: function() {
// set default print format to POS type
// set default print format to POS type or Credit Note
if(cur_frm.doc.is_pos) {
if(cur_frm.pos_print_format) {
cur_frm.meta._default_print_format = cur_frm.meta.default_print_format;
cur_frm.meta.default_print_format = cur_frm.pos_print_format;
}
} else if(cur_frm.doc.is_return) {
if(cur_frm.return_print_format) {
cur_frm.meta._default_print_format = cur_frm.meta.default_print_format;
cur_frm.meta.default_print_format = cur_frm.return_print_format;
}
} else {
if(cur_frm.meta._default_print_format) {
cur_frm.meta.default_print_format = cur_frm.meta._default_print_format;
cur_frm.meta._default_print_format = null;
} else if(in_list([cur_frm.pos_print_format, cur_frm.return_print_format], cur_frm.meta.default_print_format)) {
cur_frm.meta.default_print_format = null;
cur_frm.meta._default_print_format = null;
}
}
},

13
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -78,6 +78,7 @@ class SalesInvoice(SellingController):
self.so_dn_required()
self.validate_proj_cust()
self.validate_pos_return()
self.validate_with_previous_doc()
self.validate_uom_is_integer("stock_uom", "stock_qty")
self.validate_uom_is_integer("uom", "qty")
@ -199,6 +200,16 @@ class SalesInvoice(SellingController):
if "Healthcare" in active_domains:
manage_invoice_submit_cancel(self, "on_submit")
def validate_pos_return(self):
if self.is_pos and self.is_return:
total_amount_in_payments = 0
for payment in self.payments:
total_amount_in_payments += payment.amount
invoice_total = self.rounded_total or self.grand_total
if total_amount_in_payments < invoice_total:
frappe.throw(_("Total payments amount can't be greater than {}".format(-invoice_total)))
def validate_pos_paid_amount(self):
if len(self.payments) == 0 and self.is_pos:
frappe.throw(_("At least one mode of payment is required for POS invoice."))
@ -1499,4 +1510,4 @@ def create_invoice_discounting(source_name, target_doc=None):
"outstanding_amount": invoice.outstanding_amount
})
return invoice_discounting
return invoice_discounting

7
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -29,10 +29,12 @@ class TestSalesInvoice(unittest.TestCase):
w.submit()
return w
def setUp(self):
@classmethod
def setUpClass(self):
unlink_payment_on_cancel_of_invoice()
def tearDown(self):
@classmethod
def tearDownClass(self):
unlink_payment_on_cancel_of_invoice(0)
def test_timestamp_change(self):
@ -135,6 +137,7 @@ class TestSalesInvoice(unittest.TestCase):
unlink_payment_on_cancel_of_invoice(0)
si = frappe.get_doc('Sales Invoice', si.name)
self.assertRaises(frappe.LinkExistsError, si.cancel)
unlink_payment_on_cancel_of_invoice()
def test_sales_invoice_calculation_export_currency(self):
si = frappe.copy_doc(test_records[2])

3
erpnext/accounts/doctype/sales_invoice_item/sales_invoice_item.json
View File

@ -764,6 +764,7 @@
"label": "Image"
},
{
"collapsible": 1,
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
@ -782,7 +783,7 @@
],
"idx": 1,
"istable": 1,
"modified": "2019-06-28 17:30:12.156086",
"modified": "2019-07-16 16:36:46.527606",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Item",

1099
erpnext/accounts/doctype/subscription/subscription.json
View File

File diff suppressed because it is too large Load Diff

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

@ -9,6 +9,7 @@ from frappe import _
from frappe.model.document import Document
from frappe.utils.data import nowdate, getdate, cint, add_days, date_diff, get_last_day, add_to_date, flt
from erpnext.accounts.doctype.subscription_plan.subscription_plan import get_plan_rate
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
class Subscription(Document):
@ -241,6 +242,15 @@ class Subscription(Document):
invoice.posting_date = self.current_invoice_start
invoice.customer = self.customer
## Add dimesnions in invoice for subscription:
accounting_dimensions = get_accounting_dimensions()
for dimension in accounting_dimensions:
if self.get(dimension):
invoice.update({
dimension: self.get(dimension)
})
# Subscription is better suited for service items. I won't update `update_stock`
# for that reason
items_list = self.get_items_from_plans(self.plans, prorate)

723
erpnext/accounts/doctype/subscription_plan/subscription_plan.json
View File

@ -1,612 +1,163 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 1,
"autoname": "field:plan_name",
"beta": 0,
"creation": "2018-02-24 11:31:23.066506",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"allow_rename": 1,
"autoname": "field:plan_name",
"creation": "2018-02-24 11:31:23.066506",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"plan_name",
"currency",
"column_break_3",
"item",
"section_break_5",
"price_determination",
"column_break_7",
"cost",
"price_list",
"section_break_11",
"billing_interval",
"column_break_13",
"billing_interval_count",
"payment_plan_section",
"payment_plan_id",
"column_break_16",
"payment_gateway",
"accounting_dimensions_section",
"dimension_col_break"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "plan_name",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Plan Name",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"fieldname": "plan_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Plan Name",
"reqd": 1,
"unique": 1
},
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "currency",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Currency",
"length": 0,
"no_copy": 0,
"options": "Currency",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 0,
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"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "currency",
"fieldtype": "Link",
"label": "Currency",
"options": "Currency"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "item",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Item",
"length": 0,
"no_copy": 0,
"options": "Item",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "item",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Item",
"options": "Item",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_5",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "section_break_5",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "",
"fieldname": "price_determination",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Price Determination",
"length": 0,
"no_copy": 0,
"options": "\nFixed rate\nBased on price list",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"reqd": 1,
"search_index": 0,
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},
"fieldname": "price_determination",
"fieldtype": "Select",
"label": "Price Determination",
"options": "\nFixed rate\nBased on price list",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
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"fieldname": "column_break_7",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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},
"fieldname": "column_break_7",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.price_determination==\"Fixed rate\"",
"fieldname": "cost",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Cost",
"length": 0,
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},
"depends_on": "eval:doc.price_determination==\"Fixed rate\"",
"fieldname": "cost",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Cost"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.price_determination==\"Based on price list\"",
"fieldname": "price_list",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Price List",
"length": 0,
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"permlevel": 0,
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},
"depends_on": "eval:doc.price_determination==\"Based on price list\"",
"fieldname": "price_list",
"fieldtype": "Link",
"label": "Price List",
"options": "Price List"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
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"fieldname": "section_break_11",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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},
"fieldname": "section_break_11",
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Day",
"fieldname": "billing_interval",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Billing Interval",
"length": 0,
"no_copy": 0,
"options": "Day\nWeek\nMonth\nYear",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"reqd": 1,
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"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"default": "Day",
"fieldname": "billing_interval",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Billing Interval",
"options": "Day\nWeek\nMonth\nYear",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_13",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_13",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "1",
"description": "Number of intervals for the interval field e.g if Interval is 'Days' and Billing Interval Count is 3, invoices will be generated every 3 days",
"fieldname": "billing_interval_count",
"fieldtype": "Int",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Billing Interval Count",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
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"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"default": "1",
"description": "Number of intervals for the interval field e.g if Interval is 'Days' and Billing Interval Count is 3, invoices will be generated every 3 days",
"fieldname": "billing_interval_count",
"fieldtype": "Int",
"label": "Billing Interval Count",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "payment_plan_section",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Payment Plan",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"set_only_once": 0,
"translatable": 0,
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},
"fieldname": "payment_plan_section",
"fieldtype": "Section Break",
"label": "Payment Plan"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "payment_plan_id",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Payment Plan",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "payment_plan_id",
"fieldtype": "Data",
"label": "Payment Plan"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_16",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_16",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "payment_gateway",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Payment Gateway",
"length": 0,
"no_copy": 0,
"options": "Payment Gateway Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "payment_gateway",
"fieldtype": "Link",
"label": "Payment Gateway",
"options": "Payment Gateway Account"
},
{
"collapsible": 1,
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-06-20 16:59:54.082358",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Subscription Plan",
"name_case": "",
"owner": "Administrator",
],
"modified": "2019-07-25 18:35:04.362556",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Subscription Plan",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

34
erpnext/accounts/general_ledger.py
View File

@ -10,11 +10,13 @@ from erpnext.accounts.doctype.budget.budget import validate_expense_against_budg
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
class ClosedAccountingPeriod(frappe.ValidationError): pass
class StockAccountInvalidTransaction(frappe.ValidationError): pass
def make_gl_entries(gl_map, cancel=False, adv_adj=False, merge_entries=True, update_outstanding='Yes', from_repost=False):
if gl_map:
if not cancel:
validate_accounting_period(gl_map)
gl_map = process_gl_map(gl_map, merge_entries)
if gl_map and len(gl_map) > 1:
save_entries(gl_map, adv_adj, update_outstanding, from_repost)
@ -23,6 +25,27 @@ def make_gl_entries(gl_map, cancel=False, adv_adj=False, merge_entries=True, upd
else:
delete_gl_entries(gl_map, adv_adj=adv_adj, update_outstanding=update_outstanding)
def validate_accounting_period(gl_map):
accounting_periods = frappe.db.sql(""" SELECT
ap.name as name
FROM
`tabAccounting Period` ap, `tabClosed Document` cd
WHERE
ap.name = cd.parent
AND ap.company = %(company)s
AND cd.closed = 1
AND cd.document_type = %(voucher_type)s
AND %(date)s between ap.start_date and ap.end_date
""", {
'date': gl_map[0].posting_date,
'company': gl_map[0].company,
'voucher_type': gl_map[0].voucher_type
}, as_dict=1)
if accounting_periods:
frappe.throw(_("You can't create accounting entries in the closed accounting period {0}")
.format(accounting_periods[0].name), ClosedAccountingPeriod)
def process_gl_map(gl_map, merge_entries=True):
if merge_entries:
gl_map = merge_similar_entries(gl_map)
@ -93,6 +116,7 @@ def check_if_in_list(gle, gl_map, dimensions=None):
def save_entries(gl_map, adv_adj, update_outstanding, from_repost=False):
if not from_repost:
validate_account_for_perpetual_inventory(gl_map)
validate_cwip_accounts(gl_map)
round_off_debit_credit(gl_map)
@ -123,6 +147,16 @@ def validate_account_for_perpetual_inventory(gl_map):
frappe.throw(_("Account: {0} can only be updated via Stock Transactions")
.format(entry.account), StockAccountInvalidTransaction)
def validate_cwip_accounts(gl_map):
if not cint(frappe.db.get_value("Asset Settings", None, "disable_cwip_accounting")) \
and gl_map[0].voucher_type == "Journal Entry":
cwip_accounts = [d[0] for d in frappe.db.sql("""select name from tabAccount
where account_type = 'Capital Work in Progress' and is_group=0""")]
for entry in gl_map:
if entry.account in cwip_accounts:
frappe.throw(_("Account: <b>{0}</b> is capital Work in progress and can not be updated by Journal Entry").format(entry.account))
def round_off_debit_credit(gl_map):
precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"),
currency=frappe.get_cached_value('Company', gl_map[0].company, "default_currency"))

2
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py
View File

@ -124,8 +124,6 @@ def check_matching_amount(bank_account, company, transaction):
'txt': '%%%s%%' % amount
}, as_dict=True)
frappe.errprint(journal_entries)
if transaction.credit > 0:
sales_invoices = frappe.db.sql("""
SELECT

11
erpnext/accounts/page/pos/pos.js
View File

@ -1762,18 +1762,11 @@ erpnext.pos.PointOfSale = erpnext.taxes_and_totals.extend({
this.si_docs = this.get_submitted_invoice() || [];
this.email_queue_list = this.get_email_queue() || {};
this.customers_list = this.get_customers_details() || {};
if(this.customer_doc) {
this.freeze = this.customer_doc.display
}
freeze_screen = this.freeze_screen || false;
if ((this.si_docs.length || this.email_queue_list || this.customers_list) && !this.freeze) {
this.freeze = true;
if (this.si_docs.length || this.email_queue_list || this.customers_list) {
frappe.call({
method: "erpnext.accounts.doctype.sales_invoice.pos.make_invoice",
freeze: freeze_screen,
freeze: true,
args: {
doc_list: me.si_docs,
email_queue_list: me.email_queue_list,

4
erpnext/accounts/party.py
View File

@ -469,7 +469,9 @@ def get_timeline_data(doctype, name):
# fetch and append data from Activity Log
data += frappe.db.sql("""select {fields}
from `tabActivity Log`
where reference_doctype={doctype} and reference_name={name}
where (reference_doctype="{doctype}" and reference_name="{name}")
or (timeline_doctype in ("{doctype}") and timeline_name="{name}")
or (reference_doctype in ("Quotation", "Opportunity") and timeline_name="{name}")
and status!='Success' and creation > {after}
{group_by} order by creation desc
""".format(doctype=frappe.db.escape(doctype), name=frappe.db.escape(name), fields=fields,

0
erpnext/accounts/print_format/sales_invoice_return/__init__.py Normal file
View File

129
erpnext/accounts/print_format/sales_invoice_return/sales_invoice_return.html Normal file
View File

@ -0,0 +1,129 @@
{%- from "templates/print_formats/standard_macros.html" import add_header, render_field, print_value, fieldmeta,
get_width, get_align_class -%}
{%- macro render_currency(df, doc) -%}
<div class="row {% if df.bold %}important{% endif %} data-field">
<div class="col-xs-{{ "9" if df.fieldtype=="Check" else "5" }}
{%- if doc.align_labels_right %} text-right{%- endif -%}">
<label>{{ _(df.label) }}</label>
</div>
<div class="col-xs-{{ "3" if df.fieldtype=="Check" else "7" }} value">
{% if doc.get(df.fieldname) != None -%}
{{ frappe.utils.fmt_money((doc[df.fieldname])|int|abs, currency=doc.currency) }}
{% endif %}
</div>
</div>
{%- endmacro -%}
{%- macro render_taxes(df, doc) -%}
{%- set data = doc.get(df.fieldname)[df.start:df.end] -%}
<div class="row">
<div class="col-xs-6"></div>
<div class="col-xs-6">
{%- for charge in data -%}
{%- if (charge.tax_amount or doc.flags.print_taxes_with_zero_amount) and (not charge.included_in_print_rate or doc.flags.show_inclusive_tax_in_print) -%}
<div class="row">
<div class="col-xs-5 {%- if doc.align_labels_right %} text-right{%- endif -%}">
<label>{{ charge.get_formatted("description") }}</label></div>
<div class="col-xs-7 text-right">
{{ frappe.utils.fmt_money((charge.tax_amount)|int|abs, currency=doc.currency) }}
</div>
</div>
{%- endif -%}
{%- endfor -%}
</div>
</div>
{%- endmacro -%}
{%- macro render_table(df, doc) -%}
{%- set table_meta = frappe.get_meta(df.options) -%}
{%- set data = doc.get(df.fieldname)[df.start:df.end] -%}
{%- if doc.print_templates and
doc.print_templates.get(df.fieldname) -%}
{% include doc.print_templates[df.fieldname] %}
{%- else -%}
{%- if data -%}
{%- set visible_columns = get_visible_columns(doc.get(df.fieldname),
table_meta, df) -%}
<div {{ fieldmeta(df) }}>
<table class="table table-bordered table-condensed">
<thead>
<tr>
<th style="width: 40px" class="table-sr">{{ _("Sr") }}</th>
{% for tdf in visible_columns %}
{% if (data and not data[0].flags.compact_item_print) or tdf.fieldname in doc.get(df.fieldname)[0].flags.compact_item_fields %}
<th style="width: {{ get_width(tdf) }};" class="{{ get_align_class(tdf) }}" {{ fieldmeta(df) }}>
{{ _(tdf.label) }}</th>
{% endif %}
{% endfor %}
</tr>
</thead>
<tbody>
{% for d in data %}
<tr>
<td class="table-sr">{{ d.idx }}</td>
{% for tdf in visible_columns %}
{% if not d.flags.compact_item_print or tdf.fieldname in doc.get(df.fieldname)[0].flags.compact_item_fields %}
<td class="{{ get_align_class(tdf) }}" {{ fieldmeta(df) }}>
{% if tdf.fieldtype == 'Currency' %}
<div class="value">{{ frappe.utils.fmt_money((d[tdf.fieldname])|int|abs, currency=doc.currency) }}</div></td>
{% else %}
<div class="value">{{ print_value(tdf, d, doc, visible_columns) }}</div></td>
{% endif %}
{% endif %}
{% endfor %}
</tr>
{% endfor %}
</tbody>
</table>
</div>
{%- endif -%}
{%- endif -%}
{%- endmacro -%}
{% for page in layout %}
<div class="page-break">
<div {% if print_settings.repeat_header_footer %} id="header-html" class="hidden-pdf" {% endif %}>
{{ add_header(loop.index, layout|len, doc, letter_head, no_letterhead, footer, print_settings) }}
</div>
{% if print_settings.repeat_header_footer %}
<div id="footer-html" class="visible-pdf">
{% if not no_letterhead and footer %}
<div class="letter-head-footer">
{{ footer }}
</div>
{% endif %}
<p class="text-center small page-number visible-pdf">
{{ _("Page {0} of {1}").format('<span class="page"></span>', '<span class="topage"></span>') }}
</p>
</div>
{% endif %}
{% for section in page %}
<div class="row section-break">
{% if section.columns.fields %}
{%- if doc.print_line_breaks and loop.index != 1 -%}<hr>{%- endif -%}
{%- if doc.print_section_headings and section.label and section.has_data -%}
<h4 class='col-sm-12'>{{ _(section.label) }}</h4>
{% endif %}
{%- endif -%}
{% for column in section.columns %}
<div class="col-xs-{{ (12 / section.columns|len)|int }} column-break">
{% for df in column.fields %}
{% if df.fieldname == 'taxes' %}
{{ render_taxes(df, doc) }}
{% elif df.fieldtype == 'Currency' %}
{{ render_currency(df, doc) }}
{% elif df.fieldtype =='Table' %}
{{ render_table(df, doc)}}
{% elif doc[df.fieldname] %}
{{ render_field(df, doc) }}
{% endif %}
{% endfor %}
</div>
{% endfor %}
</div>
{% endfor %}
</div>
{% endfor %}

24
erpnext/accounts/print_format/sales_invoice_return/sales_invoice_return.json Normal file
View File

@ -0,0 +1,24 @@
{
"align_labels_right": 1,
"creation": "2019-07-24 20:13:30.259953",
"custom_format": 0,
"default_print_language": "en-US",
"disabled": 0,
"doc_type": "Sales Invoice",
"docstatus": 0,
"doctype": "Print Format",
"font": "Default",
"html": "",
"idx": 0,
"line_breaks": 1,
"modified": "2019-07-24 20:13:30.259953",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Return",
"owner": "Administrator",
"print_format_builder": 0,
"print_format_type": "Jinja",
"raw_printing": 0,
"show_section_headings": 1,
"standard": "Yes"
}

15
erpnext/accounts/report/accounts_payable/accounts_payable.js
View File

@ -115,13 +115,12 @@ frappe.query_reports["Accounts Payable"] = {
}
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Accounts Payable"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Accounts Payable"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
});

15
erpnext/accounts/report/accounts_payable_summary/accounts_payable_summary.js
View File

@ -99,13 +99,12 @@ frappe.query_reports["Accounts Payable Summary"] = {
}
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Accounts Payable Summary"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Accounts Payable Summary"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
});

15
erpnext/accounts/report/accounts_receivable/accounts_receivable.js
View File

@ -173,13 +173,12 @@ frappe.query_reports["Accounts Receivable"] = {
}
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Accounts Receivable"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Accounts Receivable"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
});

12
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -33,6 +33,9 @@ class ReceivablePayableReport(object):
columns += [_(args.get("party_type")) + ":Link/" + args.get("party_type") + ":200"]
if party_naming_by == "Naming Series":
columns += [args.get("party_type") + " Name::110"]
if args.get("party_type") == 'Customer':
columns.append({
"label": _("Customer Contact"),
@ -42,9 +45,6 @@ class ReceivablePayableReport(object):
"width": 100
})
if party_naming_by == "Naming Series":
columns += [args.get("party_type") + " Name::110"]
columns.append({
"label": _("Voucher Type"),
"fieldtype": "Data",
@ -197,8 +197,10 @@ class ReceivablePayableReport(object):
if self.filters.based_on_payment_terms and gl_entries_data:
self.payment_term_map = self.get_payment_term_detail(voucher_nos)
self.gle_inclusion_map = {}
for gle in gl_entries_data:
if self.is_receivable_or_payable(gle, self.dr_or_cr, future_vouchers, return_entries):
self.gle_inclusion_map[gle.name] = True
outstanding_amount, credit_note_amount, payment_amount = self.get_outstanding_amount(
gle,self.filters.report_date, self.dr_or_cr, return_entries)
temp_outstanding_amt = outstanding_amount
@ -409,7 +411,9 @@ class ReceivablePayableReport(object):
for e in self.get_gl_entries_for(gle.party, gle.party_type, gle.voucher_type, gle.voucher_no):
if getdate(e.posting_date) <= report_date \
and (e.name!=gle.name or (e.voucher_no in return_entries and not return_entries.get(e.voucher_no))):
if e.name!=gle.name and self.gle_inclusion_map.get(e.name):
continue
self.gle_inclusion_map[e.name] = True
amount = flt(e.get(reverse_dr_or_cr), self.currency_precision) - flt(e.get(dr_or_cr), self.currency_precision)
if e.voucher_no not in return_entries:
payment_amount += amount

14
erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.js
View File

@ -117,13 +117,11 @@ frappe.query_reports["Accounts Receivable Summary"] = {
}
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Accounts Receivable Summary"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Accounts Receivable Summary"].filters.splice(9, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
});

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

@ -135,11 +135,11 @@ def get_chart_data(filters, columns, asset, liability, equity):
datasets = []
if asset_data:
datasets.append({'name':'Assets', 'values': asset_data})
datasets.append({'name': _('Assets'), 'values': asset_data})
if liability_data:
datasets.append({'name':'Liabilities', 'values': liability_data})
datasets.append({'name': _('Liabilities'), 'values': liability_data})
if equity_data:
datasets.append({'name':'Equity', 'values': equity_data})
datasets.append({'name': _('Equity'), 'values': equity_data})
chart = {
"data": {

3
erpnext/accounts/report/bank_reconciliation_statement/bank_reconciliation_statement.py
View File

@ -58,8 +58,7 @@ def get_columns():
{
"fieldname": "payment_document",
"label": _("Payment Document Type"),
"fieldtype": "Link",
"options": "DocType",
"fieldtype": "Data",
"width": 220
},
{

7
erpnext/accounts/report/budget_variance_report/budget_variance_report.js
View File

@ -63,8 +63,7 @@ frappe.query_reports["Budget Variance Report"] = {
]
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Budget Variance Report"].filters[4].options.push(dimension["document_type"]);
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Budget Variance Report"].filters[4].options.push(dimension["document_type"]);
});

9
erpnext/accounts/report/financial_statements.py
View File

@ -425,9 +425,12 @@ def get_cost_centers_with_children(cost_centers):
all_cost_centers = []
for d in cost_centers:
lft, rgt = frappe.db.get_value("Cost Center", d, ["lft", "rgt"])
children = frappe.get_all("Cost Center", filters={"lft": [">=", lft], "rgt": ["<=", rgt]})
all_cost_centers += [c.name for c in children]
if frappe.db.exists("Cost Center", d):
lft, rgt = frappe.db.get_value("Cost Center", d, ["lft", "rgt"])
children = frappe.get_all("Cost Center", filters={"lft": [">=", lft], "rgt": ["<=", rgt]})
all_cost_centers += [c.name for c in children]
else:
frappe.throw(_("Cost Center: {0} does not exist".format(d)))
return list(set(all_cost_centers))

15
erpnext/accounts/report/general_ledger/general_ledger.js
View File

@ -159,13 +159,12 @@ frappe.query_reports["General Ledger"] = {
]
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["General Ledger"].filters.splice(15, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["General Ledger"].filters.splice(15, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
});

27
erpnext/accounts/report/general_ledger/general_ledger.py
View File

@ -119,19 +119,11 @@ def get_gl_entries(filters):
select_fields = """, debit, credit, debit_in_account_currency,
credit_in_account_currency """
group_by_statement = ''
order_by_statement = "order by posting_date, account"
if filters.get("group_by") == _("Group by Voucher"):
order_by_statement = "order by posting_date, voucher_type, voucher_no"
if filters.get("group_by") == _("Group by Voucher (Consolidated)"):
group_by_statement = "group by voucher_type, voucher_no, account, cost_center"
select_fields = """, sum(debit) as debit, sum(credit) as credit,
sum(debit_in_account_currency) as debit_in_account_currency,
sum(credit_in_account_currency) as credit_in_account_currency"""
if filters.get("include_default_book_entries"):
filters['company_fb'] = frappe.db.get_value("Company",
filters.get("company"), 'default_finance_book')
@ -144,11 +136,10 @@ def get_gl_entries(filters):
against_voucher_type, against_voucher, account_currency,
remarks, against, is_opening {select_fields}
from `tabGL Entry`
where company=%(company)s {conditions} {group_by_statement}
where company=%(company)s {conditions}
{order_by_statement}
""".format(
select_fields=select_fields, conditions=get_conditions(filters),
group_by_statement=group_by_statement,
order_by_statement=order_by_statement
),
filters, as_dict=1)
@ -185,7 +176,8 @@ def get_conditions(filters):
if not (filters.get("account") or filters.get("party") or
filters.get("group_by") in ["Group by Account", "Group by Party"]):
conditions.append("posting_date >=%(from_date)s")
conditions.append("posting_date <=%(to_date)s")
conditions.append("(posting_date <=%(to_date)s or is_opening = 'Yes')")
if filters.get("project"):
conditions.append("project in %(project)s")
@ -286,6 +278,7 @@ def initialize_gle_map(gl_entries, filters):
def get_accountwise_gle(filters, gl_entries, gle_map):
totals = get_totals_dict()
entries = []
consolidated_gle = OrderedDict()
group_by = group_by_field(filters.get('group_by'))
def update_value_in_dict(data, key, gle):
@ -310,12 +303,20 @@ def get_accountwise_gle(filters, gl_entries, gle_map):
update_value_in_dict(totals, 'total', gle)
if filters.get("group_by") != _('Group by Voucher (Consolidated)'):
gle_map[gle.get(group_by)].entries.append(gle)
else:
entries.append(gle)
elif filters.get("group_by") == _('Group by Voucher (Consolidated)'):
key = (gle.get("voucher_type"), gle.get("voucher_no"),
gle.get("account"), gle.get("cost_center"))
if key not in consolidated_gle:
consolidated_gle.setdefault(key, gle)
else:
update_value_in_dict(consolidated_gle, key, gle)
update_value_in_dict(gle_map[gle.get(group_by)].totals, 'closing', gle)
update_value_in_dict(totals, 'closing', gle)
for key, value in consolidated_gle.items():
entries.append(value)
return totals, entries
def get_result_as_list(data, filters):

4
erpnext/accounts/report/payment_period_based_on_invoice_date/payment_period_based_on_invoice_date.js
View File

@ -27,8 +27,8 @@ frappe.query_reports["Payment Period Based On Invoice Date"] = {
fieldname:"payment_type",
label: __("Payment Type"),
fieldtype: "Select",
options: "Incoming\nOutgoing",
default: "Incoming"
options: __("Incoming") + "\n" + __("Outgoing"),
default: __("Incoming")
},
{
"fieldname":"party_type",

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

@ -39,8 +39,8 @@ def execute(filters=None):
return columns, data
def validate_filters(filters):
if (filters.get("payment_type") == "Incoming" and filters.get("party_type") == "Supplier") or \
(filters.get("payment_type") == "Outgoing" and filters.get("party_type") == "Customer"):
if (filters.get("payment_type") == _("Incoming") and filters.get("party_type") == "Supplier") or \
(filters.get("payment_type") == _("Outgoing") and filters.get("party_type") == "Customer"):
frappe.throw(_("{0} payment entries can not be filtered by {1}")\
.format(filters.payment_type, filters.party_type))
@ -51,7 +51,7 @@ def get_columns(filters):
_("Party Type") + "::100",
_("Party") + ":Dynamic Link/Party Type:140",
_("Posting Date") + ":Date:100",
_("Invoice") + (":Link/Purchase Invoice:130" if filters.get("payment_type") == "Outgoing" else ":Link/Sales Invoice:130"),
_("Invoice") + (":Link/Purchase Invoice:130" if filters.get("payment_type") == _("Outgoing") else ":Link/Sales Invoice:130"),
_("Invoice Posting Date") + ":Date:130",
_("Payment Due Date") + ":Date:130",
_("Debit") + ":Currency:120",
@ -69,7 +69,7 @@ def get_conditions(filters):
conditions = []
if not filters.party_type:
if filters.payment_type == "Outgoing":
if filters.payment_type == _("Outgoing"):
filters.party_type = "Supplier"
else:
filters.party_type = "Customer"
@ -101,7 +101,7 @@ def get_entries(filters):
def get_invoice_posting_date_map(filters):
invoice_details = {}
dt = "Sales Invoice" if filters.get("payment_type") == "Incoming" else "Purchase Invoice"
dt = "Sales Invoice" if filters.get("payment_type") == _("Incoming") else "Purchase Invoice"
for t in frappe.db.sql("select name, posting_date, due_date from `tab{0}`".format(dt), as_dict=1):
invoice_details[t.name] = t

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

@ -75,11 +75,11 @@ def get_chart_data(filters, columns, income, expense, net_profit_loss):
datasets = []
if income_data:
datasets.append({'name': 'Income', 'values': income_data})
datasets.append({'name': _('Income'), 'values': income_data})
if expense_data:
datasets.append({'name': 'Expense', 'values': expense_data})
datasets.append({'name': _('Expense'), 'values': expense_data})
if net_profit:
datasets.append({'name': 'Net Profit/Loss', 'values': net_profit})
datasets.append({'name': _('Net Profit/Loss'), 'values': net_profit})
chart = {
"data": {

7
erpnext/accounts/report/profitability_analysis/profitability_analysis.js
View File

@ -105,9 +105,8 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"initial_depth": 3
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Profitability Analysis"].filters[1].options.push(dimension["document_type"]);
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Profitability Analysis"].filters[1].options.push(dimension["document_type"]);
});
});

15
erpnext/accounts/report/sales_register/sales_register.js
View File

@ -68,13 +68,12 @@ frappe.query_reports["Sales Register"] = {
]
}
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
frappe.query_reports["Sales Register"].filters.splice(7, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Sales Register"].filters.splice(7, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
"fieldtype": "Link",
"options": dimension["document_type"]
});
});

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

@ -94,10 +94,8 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"parent_field": "parent_account",
"initial_depth": 3
}
});
erpnext.dimension_filters.then((dimensions) => {
dimensions.forEach((dimension) => {
erpnext.dimension_filters.forEach((dimension) => {
frappe.query_reports["Trial Balance"].filters.splice(5, 0 ,{
"fieldname": dimension["fieldname"],
"label": __(dimension["label"]),
@ -107,3 +105,5 @@ erpnext.dimension_filters.then((dimensions) => {
});
});

9
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -123,11 +123,12 @@ def get_rootwise_opening_balances(filters, report_type):
if accounting_dimensions:
for dimension in accounting_dimensions:
additional_conditions += """ and {0} in (%({0})s) """.format(dimension)
if filters.get(dimension):
additional_conditions += """ and {0} in (%({0})s) """.format(dimension)
query_filters.update({
dimension: filters.get(dimension)
})
query_filters.update({
dimension: filters.get(dimension)
})
gle = frappe.db.sql("""
select

6
erpnext/accounts/utils.py
View File

@ -84,7 +84,8 @@ def validate_fiscal_year(date, fiscal_year, company, label="Date", doc=None):
throw(_("{0} '{1}' not in Fiscal Year {2}").format(label, formatdate(date), fiscal_year))
@frappe.whitelist()
def get_balance_on(account=None, date=None, party_type=None, party=None, company=None, in_account_currency=True, cost_center=None):
def get_balance_on(account=None, date=None, party_type=None, party=None, company=None,
in_account_currency=True, cost_center=None, ignore_account_permission=False):
if not account and frappe.form_dict.get("account"):
account = frappe.form_dict.get("account")
if not date and frappe.form_dict.get("date"):
@ -140,7 +141,8 @@ def get_balance_on(account=None, date=None, party_type=None, party=None, company
if account:
if not frappe.flags.ignore_account_permission:
if not (frappe.flags.ignore_account_permission
or ignore_account_permission):
acc.check_permission("read")
if report_type == 'Profit and Loss':

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

@ -303,14 +303,17 @@ frappe.ui.form.on('Asset', {
},
set_depreciation_rate: function(frm, row) {
if (row.total_number_of_depreciations && row.frequency_of_depreciation) {
if (row.total_number_of_depreciations && row.frequency_of_depreciation
&& row.expected_value_after_useful_life) {
frappe.call({
method: "get_depreciation_rate",
doc: frm.doc,
args: row,
callback: function(r) {
if (r.message) {
frappe.model.set_value(row.doctype, row.name, "rate_of_depreciation", r.message);
frappe.flags.dont_change_rate = true;
frappe.model.set_value(row.doctype, row.name,
"rate_of_depreciation", flt(r.message, precision("rate_of_depreciation", row)));
}
}
});
@ -338,6 +341,14 @@ frappe.ui.form.on('Asset Finance Book', {
total_number_of_depreciations: function(frm, cdt, cdn) {
const row = locals[cdt][cdn];
frm.events.set_depreciation_rate(frm, row);
},
rate_of_depreciation: function(frm, cdt, cdn) {
if(!frappe.flags.dont_change_rate) {
frappe.model.set_value(cdt, cdn, "expected_value_after_useful_life", 0);
}
frappe.flags.dont_change_rate = false;
}
});

191
erpnext/assets/doctype/asset/asset.py
View File

@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe, erpnext, math, json
from frappe import _
from six import string_types
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, add_days
from frappe.model.document import Document
from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
from erpnext.assets.doctype.asset.depreciation \
@ -101,97 +101,88 @@ class Asset(AccountsController):
def set_depreciation_rate(self):
for d in self.get("finance_books"):
d.rate_of_depreciation = self.get_depreciation_rate(d, on_validate=True)
d.rate_of_depreciation = flt(self.get_depreciation_rate(d, on_validate=True),
d.precision("rate_of_depreciation"))
def make_depreciation_schedule(self):
depreciation_method = [d.depreciation_method for d in self.finance_books]
if 'Manual' not in depreciation_method:
if 'Manual' not in [d.depreciation_method for d in self.finance_books]:
self.schedules = []
if not self.get("schedules") and self.available_for_use_date:
total_depreciations = sum([d.total_number_of_depreciations for d in self.get('finance_books')])
if self.get("schedules") or not self.available_for_use_date:
return
for d in self.get('finance_books'):
self.validate_asset_finance_books(d)
for d in self.get('finance_books'):
self.validate_asset_finance_books(d)
value_after_depreciation = (flt(self.gross_purchase_amount) -
flt(self.opening_accumulated_depreciation))
value_after_depreciation = (flt(self.gross_purchase_amount) -
flt(self.opening_accumulated_depreciation))
d.value_after_depreciation = value_after_depreciation
d.value_after_depreciation = value_after_depreciation
no_of_depreciations = cint(d.total_number_of_depreciations - 1) - cint(self.number_of_depreciations_booked)
end_date = add_months(d.depreciation_start_date,
no_of_depreciations * cint(d.frequency_of_depreciation))
number_of_pending_depreciations = cint(d.total_number_of_depreciations) - \
cint(self.number_of_depreciations_booked)
total_days = date_diff(end_date, self.available_for_use_date)
rate_per_day = (value_after_depreciation - d.get("expected_value_after_useful_life")) / total_days
has_pro_rata = self.check_is_pro_rata(d)
number_of_pending_depreciations = cint(d.total_number_of_depreciations) - \
cint(self.number_of_depreciations_booked)
if has_pro_rata:
number_of_pending_depreciations += 1
from_date = self.available_for_use_date
if number_of_pending_depreciations:
next_depr_date = getdate(add_months(self.available_for_use_date,
number_of_pending_depreciations * 12))
if (cint(frappe.db.get_value("Asset Settings", None, "schedule_based_on_fiscal_year")) == 1
and getdate(d.depreciation_start_date) < next_depr_date):
skip_row = False
for n in range(number_of_pending_depreciations):
# If depreciation is already completed (for double declining balance)
if skip_row: continue
number_of_pending_depreciations += 1
for n in range(number_of_pending_depreciations):
if n == list(range(number_of_pending_depreciations))[-1]:
schedule_date = add_months(self.available_for_use_date, n * 12)
previous_scheduled_date = add_months(d.depreciation_start_date, (n-1) * 12)
depreciation_amount = \
self.get_depreciation_amount_prorata_temporis(value_after_depreciation,
d, previous_scheduled_date, schedule_date)
depreciation_amount = self.get_depreciation_amount(value_after_depreciation,
d.total_number_of_depreciations, d)
elif n == list(range(number_of_pending_depreciations))[0]:
schedule_date = d.depreciation_start_date
depreciation_amount = \
self.get_depreciation_amount_prorata_temporis(value_after_depreciation,
d, self.available_for_use_date, schedule_date)
if not has_pro_rata or n < cint(number_of_pending_depreciations) - 1:
schedule_date = add_months(d.depreciation_start_date,
n * cint(d.frequency_of_depreciation))
else:
schedule_date = add_months(d.depreciation_start_date, n * 12)
depreciation_amount = \
self.get_depreciation_amount_prorata_temporis(value_after_depreciation, d)
# For first row
if has_pro_rata and n==0:
depreciation_amount, days = get_pro_rata_amt(d, depreciation_amount,
self.available_for_use_date, d.depreciation_start_date)
# For last row
elif has_pro_rata and n == cint(number_of_pending_depreciations) - 1:
to_date = add_months(self.available_for_use_date,
n * cint(d.frequency_of_depreciation))
if value_after_depreciation != 0:
value_after_depreciation -= flt(depreciation_amount)
depreciation_amount, days = get_pro_rata_amt(d,
depreciation_amount, schedule_date, to_date)
self.append("schedules", {
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": d.depreciation_method,
"finance_book": d.finance_book,
"finance_book_id": d.idx
})
else:
for n in range(number_of_pending_depreciations):
schedule_date = add_months(d.depreciation_start_date,
n * cint(d.frequency_of_depreciation))
schedule_date = add_days(schedule_date, days)
if d.depreciation_method in ("Straight Line", "Manual"):
days = date_diff(schedule_date, from_date)
if n == 0: days += 1
if not depreciation_amount: continue
value_after_depreciation -= flt(depreciation_amount,
self.precision("gross_purchase_amount"))
depreciation_amount = days * rate_per_day
from_date = schedule_date
else:
depreciation_amount = self.get_depreciation_amount(value_after_depreciation,
d.total_number_of_depreciations, d)
# Adjust depreciation amount in the last period based on the expected value after useful life
if d.expected_value_after_useful_life and ((n == cint(number_of_pending_depreciations) - 1
and value_after_depreciation != d.expected_value_after_useful_life)
or value_after_depreciation < d.expected_value_after_useful_life):
depreciation_amount += (value_after_depreciation - d.expected_value_after_useful_life)
skip_row = True
if depreciation_amount:
value_after_depreciation -= flt(depreciation_amount)
if depreciation_amount > 0:
self.append("schedules", {
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": d.depreciation_method,
"finance_book": d.finance_book,
"finance_book_id": d.idx
})
self.append("schedules", {
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": d.depreciation_method,
"finance_book": d.finance_book,
"finance_book_id": d.idx
})
def check_is_pro_rata(self, row):
has_pro_rata = False
days = date_diff(row.depreciation_start_date, self.available_for_use_date) + 1
total_days = get_total_days(row.depreciation_start_date, row.frequency_of_depreciation)
if days < total_days:
has_pro_rata = True
return has_pro_rata
def validate_asset_finance_books(self, row):
if flt(row.expected_value_after_useful_life) >= flt(self.gross_purchase_amount):
@ -261,31 +252,20 @@ class Asset(AccountsController):
return flt(self.get('finance_books')[cint(idx)-1].value_after_depreciation)
def get_depreciation_amount(self, depreciable_value, total_number_of_depreciations, row):
if row.depreciation_method in ["Straight Line", "Manual"]:
amt = (flt(self.gross_purchase_amount) - flt(row.expected_value_after_useful_life) -
flt(self.opening_accumulated_depreciation))
depreciation_amount = amt * row.rate_of_depreciation
else:
depreciation_amount = flt(depreciable_value) * (flt(row.rate_of_depreciation) / 100)
value_after_depreciation = flt(depreciable_value) - depreciation_amount
if value_after_depreciation < flt(row.expected_value_after_useful_life):
depreciation_amount = flt(depreciable_value) - flt(row.expected_value_after_useful_life)
return depreciation_amount
def get_depreciation_amount_prorata_temporis(self, depreciable_value, row, start_date=None, end_date=None):
if start_date and end_date:
prorata_temporis = min(abs(flt(date_diff(str(end_date), str(start_date)))) / flt(frappe.db.get_value("Asset Settings", None, "number_of_days_in_fiscal_year")), 1)
else:
prorata_temporis = 1
precision = self.precision("gross_purchase_amount")
if row.depreciation_method in ("Straight Line", "Manual"):
depreciation_left = (cint(row.total_number_of_depreciations) - cint(self.number_of_depreciations_booked))
if not depreciation_left:
frappe.msgprint(_("All the depreciations has been booked"))
depreciation_amount = flt(row.expected_value_after_useful_life)
return depreciation_amount
depreciation_amount = (flt(row.value_after_depreciation) -
flt(row.expected_value_after_useful_life)) / (cint(row.total_number_of_depreciations) -
cint(self.number_of_depreciations_booked)) * prorata_temporis
flt(row.expected_value_after_useful_life)) / depreciation_left
else:
depreciation_amount = self.get_depreciation_amount(depreciable_value, row.total_number_of_depreciations, row)
depreciation_amount = flt(depreciable_value * (flt(row.rate_of_depreciation) / 100), precision)
return depreciation_amount
@ -301,9 +281,12 @@ class Asset(AccountsController):
flt(accumulated_depreciation_after_full_schedule),
self.precision('gross_purchase_amount'))
if row.expected_value_after_useful_life < asset_value_after_full_schedule:
if (row.expected_value_after_useful_life and
row.expected_value_after_useful_life < asset_value_after_full_schedule):
frappe.throw(_("Depreciation Row {0}: Expected value after useful life must be greater than or equal to {1}")
.format(row.idx, asset_value_after_full_schedule))
elif not row.expected_value_after_useful_life:
row.expected_value_after_useful_life = asset_value_after_full_schedule
def validate_cancellation(self):
if self.status not in ("Submitted", "Partially Depreciated", "Fully Depreciated"):
@ -412,15 +395,7 @@ class Asset(AccountsController):
if isinstance(args, string_types):
args = json.loads(args)
number_of_depreciations_booked = 0
if self.is_existing_asset:
number_of_depreciations_booked = self.number_of_depreciations_booked
float_precision = cint(frappe.db.get_default("float_precision")) or 2
tot_no_of_depreciation = flt(args.get("total_number_of_depreciations")) - flt(number_of_depreciations_booked)
if args.get("depreciation_method") in ["Straight Line", "Manual"]:
return 1.0 / tot_no_of_depreciation
if args.get("depreciation_method") == 'Double Declining Balance':
return 200.0 / args.get("total_number_of_depreciations")
@ -600,3 +575,15 @@ def make_journal_entry(asset_name):
def is_cwip_accounting_disabled():
return cint(frappe.db.get_single_value("Asset Settings", "disable_cwip_accounting"))
def get_pro_rata_amt(row, depreciation_amount, from_date, to_date):
days = date_diff(to_date, from_date)
total_days = get_total_days(to_date, row.frequency_of_depreciation)
return (depreciation_amount * flt(days)) / flt(total_days), days
def get_total_days(date, frequency):
period_start_date = add_months(date,
cint(frequency) * -1)
return date_diff(date, period_start_date)

137
erpnext/assets/doctype/asset/test_asset.py
View File

@ -88,23 +88,23 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = '2020-06-06'
asset.purchase_date = '2020-06-06'
asset.available_for_use_date = '2030-01-01'
asset.purchase_date = '2030-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 12,
"depreciation_start_date": "2030-12-31"
})
asset.save()
self.assertEqual(asset.status, "Draft")
expected_schedules = [
["2020-06-06", 147.54, 147.54],
["2021-04-06", 44852.46, 45000.0],
["2022-02-06", 45000.0, 90000.00]
["2030-12-31", 30000.00, 30000.00],
["2031-12-31", 30000.00, 60000.00],
["2032-12-31", 30000.00, 90000.00]
]
schedules = [[cstr(d.schedule_date), d.depreciation_amount, d.accumulated_depreciation_amount]
@ -118,20 +118,21 @@ class TestAsset(unittest.TestCase):
asset.calculate_depreciation = 1
asset.number_of_depreciations_booked = 1
asset.opening_accumulated_depreciation = 40000
asset.available_for_use_date = "2030-06-06"
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 12,
"depreciation_start_date": "2030-12-31"
})
asset.insert()
self.assertEqual(asset.status, "Draft")
asset.save()
expected_schedules = [
["2020-06-06", 164.47, 40164.47],
["2021-04-06", 49835.53, 90000.00]
["2030-12-31", 14246.58, 54246.58],
["2031-12-31", 25000.00, 79246.58],
["2032-06-06", 10753.42, 90000.00]
]
schedules = [[cstr(d.schedule_date), flt(d.depreciation_amount, 2), d.accumulated_depreciation_amount]
for d in asset.get("schedules")]
@ -145,24 +146,23 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = '2020-06-06'
asset.purchase_date = '2020-06-06'
asset.available_for_use_date = '2030-01-01'
asset.purchase_date = '2030-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Double Declining Balance",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 12,
"depreciation_start_date": '2030-12-31'
})
asset.insert()
self.assertEqual(asset.status, "Draft")
asset.save()
expected_schedules = [
["2020-06-06", 66666.67, 66666.67],
["2021-04-06", 22222.22, 88888.89],
["2022-02-06", 1111.11, 90000.0]
['2030-12-31', 66667.00, 66667.00],
['2031-12-31', 22222.11, 88889.11],
['2032-12-31', 1110.89, 90000.0]
]
schedules = [[cstr(d.schedule_date), d.depreciation_amount, d.accumulated_depreciation_amount]
@ -177,23 +177,21 @@ class TestAsset(unittest.TestCase):
asset.is_existing_asset = 1
asset.number_of_depreciations_booked = 1
asset.opening_accumulated_depreciation = 50000
asset.available_for_use_date = '2030-01-01'
asset.purchase_date = '2029-11-30'
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Double Declining Balance",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 12,
"depreciation_start_date": "2030-12-31"
})
asset.insert()
self.assertEqual(asset.status, "Draft")
asset.save()
asset.save()
expected_schedules = [
["2020-06-06", 33333.33, 83333.33],
["2021-04-06", 6666.67, 90000.0]
["2030-12-31", 33333.50, 83333.50],
["2031-12-31", 6666.50, 90000.0]
]
schedules = [[cstr(d.schedule_date), d.depreciation_amount, d.accumulated_depreciation_amount]
@ -209,25 +207,25 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.purchase_date = '2020-01-30'
asset.purchase_date = '2030-01-30'
asset.is_existing_asset = 0
asset.available_for_use_date = "2020-01-30"
asset.available_for_use_date = "2030-01-30"
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-12-31"
"frequency_of_depreciation": 12,
"depreciation_start_date": "2030-12-31"
})
asset.insert()
asset.save()
expected_schedules = [
["2020-12-31", 28000.0, 28000.0],
["2021-12-31", 30000.0, 58000.0],
["2022-12-31", 30000.0, 88000.0],
["2023-01-30", 2000.0, 90000.0]
["2030-12-31", 27534.25, 27534.25],
["2031-12-31", 30000.0, 57534.25],
["2032-12-31", 30000.0, 87534.25],
["2033-01-30", 2465.75, 90000.0]
]
schedules = [[cstr(d.schedule_date), flt(d.depreciation_amount, 2), flt(d.accumulated_depreciation_amount, 2)]
@ -266,8 +264,8 @@ class TestAsset(unittest.TestCase):
self.assertEqual(asset.get("schedules")[0].journal_entry[:4], "DEPR")
expected_gle = (
("_Test Accumulated Depreciations - _TC", 0.0, 32129.24),
("_Test Depreciations - _TC", 32129.24, 0.0)
("_Test Accumulated Depreciations - _TC", 0.0, 30000.0),
("_Test Depreciations - _TC", 30000.0, 0.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
@ -277,15 +275,15 @@ class TestAsset(unittest.TestCase):
self.assertEqual(gle, expected_gle)
self.assertEqual(asset.get("value_after_depreciation"), 0)
def test_depreciation_entry_for_wdv(self):
def test_depreciation_entry_for_wdv_without_pro_rata(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=8000.0, location="Test Location")
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = '2030-06-06'
asset.purchase_date = '2030-06-06'
asset.available_for_use_date = '2030-01-01'
asset.purchase_date = '2030-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 1000,
"depreciation_method": "Written Down Value",
@ -298,9 +296,41 @@ class TestAsset(unittest.TestCase):
self.assertEqual(asset.finance_books[0].rate_of_depreciation, 50.0)
expected_schedules = [
["2030-12-31", 4000.0, 4000.0],
["2031-12-31", 2000.0, 6000.0],
["2032-12-31", 1000.0, 7000.0],
["2030-12-31", 4000.00, 4000.00],
["2031-12-31", 2000.00, 6000.00],
["2032-12-31", 1000.00, 7000.0],
]
schedules = [[cstr(d.schedule_date), flt(d.depreciation_amount, 2), flt(d.accumulated_depreciation_amount, 2)]
for d in asset.get("schedules")]
self.assertEqual(schedules, expected_schedules)
def test_pro_rata_depreciation_entry_for_wdv(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=8000.0, location="Test Location")
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = '2030-06-06'
asset.purchase_date = '2030-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 1000,
"depreciation_method": "Written Down Value",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 12,
"depreciation_start_date": "2030-12-31"
})
asset.save(ignore_permissions=True)
self.assertEqual(asset.finance_books[0].rate_of_depreciation, 50.0)
expected_schedules = [
["2030-12-31", 2279.45, 2279.45],
["2031-12-31", 2860.28, 5139.73],
["2032-12-31", 1430.14, 6569.87],
["2033-06-06", 430.13, 7000.0],
]
schedules = [[cstr(d.schedule_date), flt(d.depreciation_amount, 2), flt(d.accumulated_depreciation_amount, 2)]
@ -346,18 +376,19 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = '2020-06-06'
asset.purchase_date = '2020-06-06'
asset.available_for_use_date = nowdate()
asset.purchase_date = nowdate()
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"depreciation_start_date": nowdate()
})
asset.insert()
asset.submit()
post_depreciation_entries(date="2021-01-01")
post_depreciation_entries(date=add_months(nowdate(), 10))
scrap_asset(asset.name)
@ -366,9 +397,9 @@ class TestAsset(unittest.TestCase):
self.assertTrue(asset.journal_entry_for_scrap)
expected_gle = (
("_Test Accumulated Depreciations - _TC", 147.54, 0.0),
("_Test Accumulated Depreciations - _TC", 30000.0, 0.0),
("_Test Fixed Asset - _TC", 0.0, 100000.0),
("_Test Gain/Loss on Asset Disposal - _TC", 99852.46, 0.0)
("_Test Gain/Loss on Asset Disposal - _TC", 70000.0, 0.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
@ -412,9 +443,9 @@ class TestAsset(unittest.TestCase):
self.assertEqual(frappe.db.get_value("Asset", asset.name, "status"), "Sold")
expected_gle = (
("_Test Accumulated Depreciations - _TC", 23051.47, 0.0),
("_Test Accumulated Depreciations - _TC", 20392.16, 0.0),
("_Test Fixed Asset - _TC", 0.0, 100000.0),
("_Test Gain/Loss on Asset Disposal - _TC", 51948.53, 0.0),
("_Test Gain/Loss on Asset Disposal - _TC", 54607.84, 0.0),
("Debtors - _TC", 25000.0, 0.0)
)

71
erpnext/assets/doctype/asset_settings/asset_settings.json
View File

@ -46,75 +46,6 @@
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "schedule_based_on_fiscal_year",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Calculate Prorated Depreciation Schedule Based on Fiscal Year",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "360",
"depends_on": "eval:doc.schedule_based_on_fiscal_year",
"description": "This value is used for pro-rata temporis calculation",
"fetch_if_empty": 0,
"fieldname": "number_of_days_in_fiscal_year",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Number of Days in Fiscal Year",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
@ -159,7 +90,7 @@
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2019-03-08 10:44:41.924547",
"modified": "2019-05-26 18:31:19.930563",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Settings",

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

@ -483,7 +483,7 @@ def make_rm_stock_entry(purchase_order, rm_items):
'from_warehouse': rm_item_data["warehouse"],
'stock_uom': rm_item_data["stock_uom"],
'main_item_code': rm_item_data["item_code"],
'allow_alternative_item': item_wh[rm_item_code].get('allow_alternative_item')
'allow_alternative_item': item_wh.get(rm_item_code, {}).get('allow_alternative_item')
}
}
stock_entry.add_to_stock_entry_detail(items_dict)

2
erpnext/buying/report/procurement_tracker/test_procurement_tracker.py
View File

@ -30,7 +30,7 @@ class TestProcurementTracker(unittest.TestCase):
company_name="_Test Procurement Company",
abbr="_TPC",
default_currency="INR",
country="India"
country="Pakistan"
)).insert()
warehouse = create_warehouse("_Test Procurement Warehouse", company="_Test Procurement Company")
mr = make_material_request(company="_Test Procurement Company", warehouse=warehouse)

14
erpnext/buying/utils.py
View File

@ -30,7 +30,9 @@ def update_last_purchase_rate(doc, is_submit):
# for it to be considered for latest purchase rate
if flt(d.conversion_factor):
last_purchase_rate = flt(d.base_rate) / flt(d.conversion_factor)
else:
# Check if item code is present
# Conversion factor should not be mandatory for non itemized items
elif d.item_code:
frappe.throw(_("UOM Conversion factor is required in row {0}").format(d.idx))
# update last purchsae rate
@ -84,13 +86,13 @@ def get_linked_material_requests(items):
items = json.loads(items)
mr_list = []
for item in items:
material_request = frappe.db.sql("""SELECT distinct mr.name AS mr_name,
(mr_item.qty - mr_item.ordered_qty) AS qty,
material_request = frappe.db.sql("""SELECT distinct mr.name AS mr_name,
(mr_item.qty - mr_item.ordered_qty) AS qty,
mr_item.item_code AS item_code,
mr_item.name AS mr_item
mr_item.name AS mr_item
FROM `tabMaterial Request` mr, `tabMaterial Request Item` mr_item
WHERE mr.name = mr_item.parent
AND mr_item.item_code = %(item)s
AND mr_item.item_code = %(item)s
AND mr.material_request_type = 'Purchase'
AND mr.per_ordered < 99.99
AND mr.docstatus = 1
@ -98,6 +100,6 @@ def get_linked_material_requests(items):
ORDER BY mr_item.item_code ASC""",{"item": item}, as_dict=1)
if material_request:
mr_list.append(material_request)
return mr_list

41
erpnext/change_log/v12/v12_0_0.md Normal file
View File

@ -0,0 +1,41 @@
# Version 12 Release Notes
### Accounting
1. [Accounting Dimensions](https://erpnext.com/docs/user/manual/en/accounts/accounting-dimensions)
1. [Chart of Accounts Importer](https://erpnext.com/docs/user/manual/en/setting-up/chart-of-accounts-importer)
1. [Invoice Discounting](https://erpnext.com/docs/user/manual/en/accounts/invoice_discounting)
1. [Tally Migrator](https://github.com/frappe/erpnext/pull/17405)
### Stock
1. [Serialized & Batched Item Reconciliation](https://erpnext.com/docs/user/manual/en/setting-up/stock-reconciliation#12-for-serialized-items)
1. [Auto Fetch Serialized Items](https://erpnext.com/version-12/release-notes/features#new-upload-dialog)
1. [Item Tax Templates](https://erpnext.com/docs/user/manual/en/accounts/item-tax-template)
### HR
1. [Auto Attendance](https://erpnext.com/docs/user/manual/en/human-resources/auto-attendance)
1. [Employee Skill Map](https://erpnext.com/docs/user/manual/en/human-resources/employee_skill_map)
1. [Encrypted Salary Slips](https://erpnext.com/docs/user/manual/en/human-resources/hr-settings#24-encrypt-salary-slips-in-emails)
1. [Leave Ledger](https://erpnext.com/docs/user/manual/en/human-resources/leave-ledger-entry)
1. [Staffing Plan](https://erpnext.com/docs/user/manual/en/human-resources/staffing-plan)
### CRM
1. [Promotional Scheme](https://erpnext.com/docs/user/manual/en/accounts/promotional-schemes)
1. [SLA](https://erpnext.com/docs/user/manual/en/support/service-level-agreement)
1. [Exotel Call Integration](https://erpnext.com/docs/user/manual/en/erpnext_integration/exotel_integration)
1. [Email Campaign](https://erpnext.com/docs/user/manual/en/CRM/email-campaign)
### Domain Specific Features
1. [Learning Management System](https://erpnext.com/docs/user/manual/en/education/setting-up-lms)
1. [Quality Management System](https://erpnext.com/docs/user/manual/en/quality-management)
1. [Production Planning Enhancements](https://erpnext.com/docs/user/manual/en/manufacturing/production-plan/planning-for-material-requests)
1. [Project Template](https://erpnext.com/docs/user/manual/en/projects/project-template)
### New Reports
1. [Bank Remittance](https://erpnext.com/docs/user/manual/en/human-resources/human-resources-reports#bank-remittance-report)
1. [BOM Explorer](https://erpnext.com/docs/user/manual/en/stock/articles/bom_explorer)
1. [Billing Summary Report](https://erpnext.com/docs/user/manual/en/projects/reports/billing_summary_reports)
1. [Procurement Tracker Report](docs/user/manual/en/buying/articles/procurement-tracker-report)
1. [Loan Repayment](https://erpnext.com/docs/user/manual/en/human-resources/human-resources-reports#loan-repayment-report)
1. [GSTR-3B](https://erpnext.com/docs/user/manual/en/regional/india/gst-3b-report)
1. [Sales Partner](https://erpnext.com/docs/user/manual/en/selling/sales-partner#sales-partner-reports)
1. [Sales Partner Target Variance based on Item Group](https://erpnext.com/docs/user/manual/en/selling/sales-partner#sales-partner-target-variance-based-on-item-group)

73
erpnext/communication/doctype/call_log/call_log.json
View File

@ -8,12 +8,18 @@
"from",
"to",
"column_break_3",
"received_by",
"medium",
"caller_information",
"contact",
"contact_name",
"column_break_10",
"lead",
"lead_name",
"section_break_5",
"status",
"duration",
"recording_url",
"summary"
"recording_url"
],
"fields": [
{
@ -60,12 +66,6 @@
"label": "Duration",
"read_only": 1
},
{
"fieldname": "summary",
"fieldtype": "Data",
"label": "Summary",
"read_only": 1
},
{
"fieldname": "recording_url",
"fieldtype": "Data",
@ -77,10 +77,58 @@
"fieldtype": "Data",
"label": "Medium",
"read_only": 1
},
{
"fieldname": "received_by",
"fieldtype": "Link",
"label": "Received By",
"options": "Employee",
"read_only": 1
},
{
"fieldname": "caller_information",
"fieldtype": "Section Break",
"label": "Caller Information"
},
{
"fieldname": "contact",
"fieldtype": "Link",
"label": "Contact",
"options": "Contact",
"read_only": 1
},
{
"fieldname": "lead",
"fieldtype": "Link",
"label": "Lead ",
"options": "Lead",
"read_only": 1
},
{
"fetch_from": "contact.name",
"fieldname": "contact_name",
"fieldtype": "Data",
"hidden": 1,
"in_list_view": 1,
"label": "Contact Name",
"read_only": 1
},
{
"fieldname": "column_break_10",
"fieldtype": "Column Break"
},
{
"fetch_from": "lead.lead_name",
"fieldname": "lead_name",
"fieldtype": "Data",
"hidden": 1,
"in_list_view": 1,
"label": "Lead Name",
"read_only": 1
}
],
"in_create": 1,
"modified": "2019-07-01 09:09:48.516722",
"modified": "2019-08-06 05:46:53.144683",
"modified_by": "Administrator",
"module": "Communication",
"name": "Call Log",
@ -97,10 +145,15 @@
"role": "System Manager",
"share": 1,
"write": 1
},
{
"read": 1,
"role": "Employee"
}
],
"sort_field": "modified",
"sort_order": "ASC",
"title_field": "from",
"track_changes": 1
"track_changes": 1,
"track_views": 1
}

82
erpnext/communication/doctype/call_log/call_log.py
View File

@ -4,16 +4,88 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.model.document import Document
from erpnext.crm.doctype.utils import get_employee_emails_for_popup
from erpnext.crm.doctype.utils import get_scheduled_employees_for_popup, strip_number
from frappe.contacts.doctype.contact.contact import get_contact_with_phone_number
from erpnext.crm.doctype.lead.lead import get_lead_with_phone_number
class CallLog(Document):
def before_insert(self):
number = strip_number(self.get('from'))
self.contact = get_contact_with_phone_number(number)
self.lead = get_lead_with_phone_number(number)
def after_insert(self):
employee_emails = get_employee_emails_for_popup(self.medium)
for email in employee_emails:
frappe.publish_realtime('show_call_popup', self, user=email)
self.trigger_call_popup()
def on_update(self):
doc_before_save = self.get_doc_before_save()
if doc_before_save and doc_before_save.status in ['Ringing'] and self.status in ['Missed', 'Completed']:
if not doc_before_save: return
if doc_before_save.status in ['Ringing'] and self.status in ['Missed', 'Completed']:
frappe.publish_realtime('call_{id}_disconnected'.format(id=self.id), self)
elif doc_before_save.to != self.to:
self.trigger_call_popup()
def trigger_call_popup(self):
scheduled_employees = get_scheduled_employees_for_popup(self.to)
employee_emails = get_employees_with_number(self.to)
# check if employees with matched number are scheduled to receive popup
emails = set(scheduled_employees).intersection(employee_emails)
# # if no employee found with matching phone number then show popup to scheduled employees
# emails = emails or scheduled_employees if employee_emails
for email in emails:
frappe.publish_realtime('show_call_popup', self, user=email)
@frappe.whitelist()
def add_call_summary(call_log, summary):
doc = frappe.get_doc('Call Log', call_log)
doc.add_comment('Comment', frappe.bold(_('Call Summary')) + '<br><br>' + summary)
def get_employees_with_number(number):
number = strip_number(number)
if not number: return []
employee_emails = frappe.cache().hget('employees_with_number', number)
if employee_emails: return employee_emails
employees = frappe.get_all('Employee', filters={
'cell_number': ['like', '%{}%'.format(number)],
'user_id': ['!=', '']
}, fields=['user_id'])
employee_emails = [employee.user_id for employee in employees]
frappe.cache().hset('employees_with_number', number, employee_emails)
return employee
def set_caller_information(doc, state):
'''Called from hooks on creation of Lead or Contact'''
if doc.doctype not in ['Lead', 'Contact']: return
numbers = [doc.get('phone'), doc.get('mobile_no')]
# contact for Contact and lead for Lead
fieldname = doc.doctype.lower()
# contact_name or lead_name
display_name_field = '{}_name'.format(fieldname)
for number in numbers:
number = strip_number(number)
if not number: continue
filters = frappe._dict({
'from': ['like', '%{}'.format(number)],
fieldname: ''
})
logs = frappe.get_all('Call Log', filters=filters)
for log in logs:
frappe.db.set_value('Call Log', log.name, {
fieldname: doc.name,
display_name_field: doc.get_title()
}, update_modified=False)

5
erpnext/config/crm.py
View File

@ -41,6 +41,11 @@ def get_data():
"name": "Lead Source",
"description": _("Track Leads by Lead Source.")
},
{
"type": "doctype",
"name": "Contract",
"description": _("Helps you keep tracks of Contracts based on Supplier, Customer and Employee"),
},
]
},
{

20
erpnext/config/hr.py
View File

@ -134,6 +134,12 @@ def get_data():
"name": "Employee Leave Balance",
"doctype": "Leave Application"
},
{
"type": "report",
"is_query_report": True,
"name": "Leave Ledger Entry",
"doctype": "Leave Ledger Entry"
},
]
},
{
@ -160,6 +166,10 @@ def get_data():
"name": "Salary Slip",
"onboard": 1,
},
{
"type": "doctype",
"name": "Payroll Period",
},
{
"type": "doctype",
"name": "Salary Component",
@ -209,6 +219,16 @@ def get_data():
"name": "Employee Benefit Claim",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Tax Exemption Category",
"dependencies": ["Employee"]
},
{
"type": "doctype",
"name": "Employee Tax Exemption Sub Category",
"dependencies": ["Employee"]
},
]
},
{

7
erpnext/config/manufacturing.py
View File

@ -94,6 +94,13 @@ def get_data():
"name": "BOM Update Tool",
"description": _("Replace BOM and update latest price in all BOMs"),
},
{
"type": "page",
"label": _("BOM Comparison Tool"),
"name": "bom-comparison-tool",
"description": _("Compare BOMs for changes in Raw Materials and Operations"),
"data_doctype": "BOM"
},
]
},
{

9
erpnext/controllers/accounts_controller.py
View File

@ -60,7 +60,9 @@ class AccountsController(TransactionBase):
def validate(self):
self.validate_qty_is_not_zero()
if not self.get('is_return'):
self.validate_qty_is_not_zero()
if self.get("_action") and self._action != "update_after_submit":
self.set_missing_values(for_validate=True)
@ -1190,6 +1192,11 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
.format(child_item.idx, child_item.item_code))
else:
child_item.rate = flt(d.get("rate"))
if flt(child_item.price_list_rate):
child_item.discount_percentage = flt((1 - flt(child_item.rate) / flt(child_item.price_list_rate)) * 100.0, \
child_item.precision("discount_percentage"))
child_item.flags.ignore_validate_update_after_submit = True
if new_child_flag:
child_item.idx = len(parent.items) + 1

6
erpnext/controllers/buying_controller.py
View File

@ -395,7 +395,9 @@ class BuyingController(StockController):
def set_qty_as_per_stock_uom(self):
for d in self.get("items"):
if d.meta.get_field("stock_qty"):
if not d.conversion_factor:
# Check if item code is present
# Conversion factor should not be mandatory for non itemized items
if not d.conversion_factor and d.item_code:
frappe.throw(_("Row {0}: Conversion Factor is mandatory").format(d.idx))
d.stock_qty = flt(d.qty) * flt(d.conversion_factor)
@ -725,7 +727,7 @@ def get_items_from_bom(item_code, bom, exploded_item=1):
where
t2.parent = t1.name and t1.item = %s
and t1.docstatus = 1 and t1.is_active = 1 and t1.name = %s
and t2.item_code = t3.name and t3.is_stock_item = 1""".format(doctype),
and t2.item_code = t3.name""".format(doctype),
(item_code, bom), as_dict=1)
if not bom_items:

2
erpnext/controllers/queries.py
View File

@ -371,7 +371,7 @@ def get_expense_account(doctype, txt, searchfield, start, page_len, filters):
return frappe.db.sql("""select tabAccount.name from `tabAccount`
where (tabAccount.report_type = "Profit and Loss"
or tabAccount.account_type in ("Expense Account", "Fixed Asset", "Temporary", "Asset Received But Not Billed"))
or tabAccount.account_type in ("Expense Account", "Fixed Asset", "Temporary", "Asset Received But Not Billed", "Capital Work in Progress"))
and tabAccount.is_group=0
and tabAccount.docstatus!=2
and tabAccount.{key} LIKE %(txt)s

37
erpnext/controllers/sales_and_purchase_return.py
View File

@ -18,34 +18,31 @@ def validate_return(doc):
validate_returned_items(doc)
def validate_return_against(doc):
filters = {"doctype": doc.doctype, "docstatus": 1, "company": doc.company}
if doc.meta.get_field("customer") and doc.customer:
filters["customer"] = doc.customer
elif doc.meta.get_field("supplier") and doc.supplier:
filters["supplier"] = doc.supplier
if not frappe.db.exists(filters):
if not frappe.db.exists(doc.doctype, doc.return_against):
frappe.throw(_("Invalid {0}: {1}")
.format(doc.meta.get_label("return_against"), doc.return_against))
else:
ref_doc = frappe.get_doc(doc.doctype, doc.return_against)
# validate posting date time
return_posting_datetime = "%s %s" % (doc.posting_date, doc.get("posting_time") or "00:00:00")
ref_posting_datetime = "%s %s" % (ref_doc.posting_date, ref_doc.get("posting_time") or "00:00:00")
party_type = "customer" if doc.doctype in ("Sales Invoice", "Delivery Note") else "supplier"
if get_datetime(return_posting_datetime) < get_datetime(ref_posting_datetime):
frappe.throw(_("Posting timestamp must be after {0}").format(format_datetime(ref_posting_datetime)))
if ref_doc.company == doc.company and ref_doc.get(party_type) == doc.get(party_type) and ref_doc.docstatus == 1:
# validate posting date time
return_posting_datetime = "%s %s" % (doc.posting_date, doc.get("posting_time") or "00:00:00")
ref_posting_datetime = "%s %s" % (ref_doc.posting_date, ref_doc.get("posting_time") or "00:00:00")
# validate same exchange rate
if doc.conversion_rate != ref_doc.conversion_rate:
frappe.throw(_("Exchange Rate must be same as {0} {1} ({2})")
.format(doc.doctype, doc.return_against, ref_doc.conversion_rate))
if get_datetime(return_posting_datetime) < get_datetime(ref_posting_datetime):
frappe.throw(_("Posting timestamp must be after {0}").format(format_datetime(ref_posting_datetime)))
# validate update stock
if doc.doctype == "Sales Invoice" and doc.update_stock and not ref_doc.update_stock:
frappe.throw(_("'Update Stock' can not be checked because items are not delivered via {0}")
.format(doc.return_against))
# validate same exchange rate
if doc.conversion_rate != ref_doc.conversion_rate:
frappe.throw(_("Exchange Rate must be same as {0} {1} ({2})")
.format(doc.doctype, doc.return_against, ref_doc.conversion_rate))
# validate update stock
if doc.doctype == "Sales Invoice" and doc.update_stock and not ref_doc.update_stock:
frappe.throw(_("'Update Stock' can not be checked because items are not delivered via {0}")
.format(doc.return_against))
def validate_returned_items(doc):
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos

29
erpnext/controllers/selling_controller.py
View File

@ -45,6 +45,7 @@ class SellingController(StockController):
self.set_gross_profit()
set_default_income_account_for_item(self)
self.set_customer_address()
self.validate_for_duplicate_items()
def set_missing_values(self, for_validate=False):
@ -381,6 +382,34 @@ class SellingController(StockController):
if self.get(address_field):
self.set(address_display_field, get_address_display(self.get(address_field)))
def validate_for_duplicate_items(self):
check_list, chk_dupl_itm = [], []
if cint(frappe.db.get_single_value("Selling Settings", "allow_multiple_items")):
return
for d in self.get('items'):
if self.doctype == "Sales Invoice":
e = [d.item_code, d.description, d.warehouse, d.sales_order or d.delivery_note, d.batch_no or '']
f = [d.item_code, d.description, d.sales_order or d.delivery_note]
elif self.doctype == "Delivery Note":
e = [d.item_code, d.description, d.warehouse, d.against_sales_order or d.against_sales_invoice, d.batch_no or '']
f = [d.item_code, d.description, d.against_sales_order or d.against_sales_invoice]
elif self.doctype == "Sales Order":
e = [d.item_code, d.description, d.warehouse, d.batch_no or '']
f = [d.item_code, d.description]
if frappe.db.get_value("Item", d.item_code, "is_stock_item") == 1:
if e in check_list:
frappe.throw(_("Note: Item {0} entered multiple times").format(d.item_code))
else:
check_list.append(e)
else:
if f in chk_dupl_itm:
frappe.throw(_("Note: Item {0} entered multiple times").format(d.item_code))
else:
chk_dupl_itm.append(f)
def validate_items(self):
# validate items to see if they have is_sales_item enabled
from erpnext.controllers.buying_controller import validate_item_type

7
erpnext/controllers/taxes_and_totals.py
View File

@ -81,7 +81,12 @@ class calculate_taxes_and_totals(object):
item.discount_amount = item.price_list_rate - item.rate
item.net_rate = item.rate
item.amount = flt(item.rate * item.qty, item.precision("amount"))
if not item.qty and self.doc.get("is_return"):
item.amount = flt(-1 * item.rate, item.precision("amount"))
else:
item.amount = flt(item.rate * item.qty, item.precision("amount"))
item.net_amount = item.amount
self._set_in_company_currency(item, ["price_list_rate", "rate", "net_rate", "amount", "net_amount"])

105
erpnext/controllers/website_list_for_contact.py
View File

@ -21,42 +21,45 @@ def get_list_context(context=None):
def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_page_length=20, order_by="modified"):
user = frappe.session.user
key = None
ignore_permissions = False
if not filters: filters = []
if doctype == 'Supplier Quotation':
filters.append((doctype, "docstatus", "<", 2))
filters.append((doctype, 'docstatus', '<', 2))
else:
filters.append((doctype, "docstatus", "=", 1))
filters.append((doctype, 'docstatus', '=', 1))
if (user != "Guest" and is_website_user()) or doctype == 'Request for Quotation':
if (user != 'Guest' and is_website_user()) or doctype == 'Request for Quotation':
parties_doctype = 'Request for Quotation Supplier' if doctype == 'Request for Quotation' else doctype
# find party for this contact
customers, suppliers = get_customers_suppliers(parties_doctype, user)
if not customers and not suppliers: return []
key, parties = get_party_details(customers, suppliers)
if doctype == 'Request for Quotation':
return rfq_transaction_list(parties_doctype, doctype, parties, limit_start, limit_page_length)
filters.append((doctype, key, "in", parties))
if key:
return post_process(doctype, get_list_for_transactions(doctype, txt,
filters=filters, fields="name",limit_start=limit_start,
limit_page_length=limit_page_length,ignore_permissions=True,
order_by="modified desc"))
if customers:
if doctype == 'Quotation':
filters.append(('quotation_to', '=', 'Customer'))
filters.append(('party_name', 'in', customers))
else:
filters.append(('customer', 'in', customers))
elif suppliers:
filters.append(('supplier', 'in', suppliers))
else:
return []
return post_process(doctype, get_list_for_transactions(doctype, txt, filters, limit_start, limit_page_length,
fields="name", order_by="modified desc"))
if doctype == 'Request for Quotation':
parties = customers or suppliers
return rfq_transaction_list(parties_doctype, doctype, parties, limit_start, limit_page_length)
# Since customers and supplier do not have direct access to internal doctypes
ignore_permissions = True
transactions = get_list_for_transactions(doctype, txt, filters, limit_start, limit_page_length,
fields='name', ignore_permissions=ignore_permissions, order_by='modified desc')
return post_process(doctype, transactions)
def get_list_for_transactions(doctype, txt, filters, limit_start, limit_page_length=20,
ignore_permissions=False,fields=None, order_by=None):
ignore_permissions=False, fields=None, order_by=None):
""" Get List of transactions like Invoices, Orders """
from frappe.www.list import get_list
meta = frappe.get_meta(doctype)
@ -77,22 +80,12 @@ def get_list_for_transactions(doctype, txt, filters, limit_start, limit_page_len
if or_filters:
for r in frappe.get_list(doctype, fields=fields,filters=filters, or_filters=or_filters,
limit_start=limit_start, limit_page_length=limit_page_length,
limit_start=limit_start, limit_page_length=limit_page_length,
ignore_permissions=ignore_permissions, order_by=order_by):
data.append(r)
return data
def get_party_details(customers, suppliers):
if customers:
key, parties = "customer", customers
elif suppliers:
key, parties = "supplier", suppliers
else:
key, parties = "customer", []
return key, parties
def rfq_transaction_list(parties_doctype, doctype, parties, limit_start, limit_page_length):
data = frappe.db.sql("""select distinct parent as name, supplier from `tab{doctype}`
where supplier = '{supplier}' and docstatus=1 order by modified desc limit {start}, {len}""".
@ -130,38 +123,56 @@ def get_customers_suppliers(doctype, user):
suppliers = []
meta = frappe.get_meta(doctype)
customer_field_name = get_customer_field_name(doctype)
has_customer_field = meta.has_field(customer_field_name)
has_supplier_field = meta.has_field('supplier')
if has_common(["Supplier", "Customer"], frappe.get_roles(user)):
contacts = frappe.db.sql("""
select
select
`tabContact`.email_id,
`tabDynamic Link`.link_doctype,
`tabDynamic Link`.link_name
from
from
`tabContact`, `tabDynamic Link`
where
`tabContact`.name=`tabDynamic Link`.parent and `tabContact`.email_id =%s
""", user, as_dict=1)
customers = [c.link_name for c in contacts if c.link_doctype == 'Customer'] \
if meta.get_field("customer") else None
suppliers = [c.link_name for c in contacts if c.link_doctype == 'Supplier'] \
if meta.get_field("supplier") else None
customers = [c.link_name for c in contacts if c.link_doctype == 'Customer']
suppliers = [c.link_name for c in contacts if c.link_doctype == 'Supplier']
elif frappe.has_permission(doctype, 'read', user=user):
customers = [customer.name for customer in frappe.get_list("Customer")] \
if meta.get_field("customer") else None
suppliers = [supplier.name for supplier in frappe.get_list("Customer")] \
if meta.get_field("supplier") else None
customer_list = frappe.get_list("Customer")
customers = suppliers = [customer.name for customer in customer_list]
return customers, suppliers
return customers if has_customer_field else None, \
suppliers if has_supplier_field else None
def has_website_permission(doc, ptype, user, verbose=False):
doctype = doc.doctype
customers, suppliers = get_customers_suppliers(doctype, user)
if customers:
return frappe.get_all(doctype, filters=[(doctype, "customer", "in", customers),
(doctype, "name", "=", doc.name)]) and True or False
return frappe.db.exists(doctype, get_customer_filter(doc, customers))
elif suppliers:
fieldname = 'suppliers' if doctype == 'Request for Quotation' else 'supplier'
return frappe.get_all(doctype, filters=[(doctype, fieldname, "in", suppliers),
(doctype, "name", "=", doc.name)]) and True or False
return frappe.db.exists(doctype, filters={
'name': doc.name,
fieldname: ["in", suppliers]
})
else:
return False
def get_customer_filter(doc, customers):
doctype = doc.doctype
filters = frappe._dict()
filters.name = doc.name
filters[get_customer_field_name(doctype)] = ['in', customers]
if doctype == 'Quotation':
filters.quotation_to = 'Customer'
return filters
def get_customer_field_name(doctype):
if doctype == 'Quotation':
return 'party_name'
else:
return 'customer'

24
erpnext/crm/doctype/lead/lead.py
View File

@ -145,6 +145,16 @@ def _make_customer(source_name, target_doc=None, ignore_permissions=False):
@frappe.whitelist()
def make_opportunity(source_name, target_doc=None):
def set_missing_values(source, target):
address = frappe.get_all('Dynamic Link', {
'link_doctype': source.doctype,
'link_name': source.name,
'parenttype': 'Address',
}, ['parent'], limit=1)
if address:
target.customer_address = address[0].parent
target_doc = get_mapped_doc("Lead", source_name,
{"Lead": {
"doctype": "Opportunity",
@ -157,7 +167,7 @@ def make_opportunity(source_name, target_doc=None):
"email_id": "contact_email",
"mobile_no": "contact_mobile"
}
}}, target_doc)
}}, target_doc, set_missing_values)
return target_doc
@ -230,3 +240,15 @@ def make_lead_from_communication(communication, ignore_communication_links=False
link_communication_to_document(doc, "Lead", lead_name, ignore_communication_links)
return lead_name
def get_lead_with_phone_number(number):
if not number: return
leads = frappe.get_all('Lead', or_filters={
'phone': ['like', '%{}'.format(number)],
'mobile_no': ['like', '%{}'.format(number)]
}, limit=1)
lead = leads[0].name if leads else None
return lead

9
erpnext/crm/doctype/opportunity/opportunity.js
View File

@ -31,9 +31,9 @@ frappe.ui.form.on("Opportunity", {
party_name: function(frm) {
frm.toggle_display("contact_info", frm.doc.party_name);
frm.trigger('set_contact_link');
if (frm.doc.opportunity_from == "Customer") {
frm.trigger('set_contact_link');
erpnext.utils.get_party_details(frm);
} else if (frm.doc.opportunity_from == "Lead") {
erpnext.utils.map_current_doc({
@ -48,13 +48,6 @@ frappe.ui.form.on("Opportunity", {
frm.get_field("items").grid.set_multiple_add("item_code", "qty");
},
party_name: function(frm) {
if (frm.doc.opportunity_from == "Customer") {
frm.trigger('set_contact_link');
erpnext.utils.get_party_details(frm);
}
},
with_items: function(frm) {
frm.trigger('toggle_mandatory');
},

96
erpnext/crm/doctype/utils.py
View File

@ -3,82 +3,59 @@ from frappe import _
import json
@frappe.whitelist()
def get_document_with_phone_number(number):
# finds contacts and leads
if not number: return
number = number.lstrip('0')
number_filter = {
'phone': ['like', '%{}'.format(number)],
'mobile_no': ['like', '%{}'.format(number)]
}
contacts = frappe.get_all('Contact', or_filters=number_filter, limit=1)
def get_last_interaction(contact=None, lead=None):
if contacts:
return frappe.get_doc('Contact', contacts[0].name)
if not contact and not lead: return
leads = frappe.get_all('Lead', or_filters=number_filter, limit=1)
if leads:
return frappe.get_doc('Lead', leads[0].name)
@frappe.whitelist()
def get_last_interaction(number, reference_doc):
reference_doc = json.loads(reference_doc) if reference_doc else get_document_with_phone_number(number)
if not reference_doc: return
reference_doc = frappe._dict(reference_doc)
last_communication = {}
last_issue = {}
if reference_doc.doctype == 'Contact':
customer_name = ''
last_communication = None
last_issue = None
if contact:
query_condition = ''
for link in reference_doc.links:
link = frappe._dict(link)
values = []
contact = frappe.get_doc('Contact', contact)
for link in contact.links:
if link.link_doctype == 'Customer':
customer_name = link.link_name
query_condition += "(`reference_doctype`='{}' AND `reference_name`='{}') OR".format(link.link_doctype, link.link_name)
last_issue = get_last_issue_from_customer(link.link_name)
query_condition += "(`reference_doctype`=%s AND `reference_name`=%s) OR"
values += [link_link_doctype, link_link_name]
if query_condition:
# remove extra appended 'OR'
query_condition = query_condition[:-2]
last_communication = frappe.db.sql("""
SELECT `name`, `content`
FROM `tabCommunication`
WHERE {}
WHERE `sent_or_received`='Received'
AND ({})
ORDER BY `modified`
LIMIT 1
""".format(query_condition)) # nosec
""".format(query_condition), values, as_dict=1) # nosec
if customer_name:
last_issue = frappe.get_all('Issue', {
'customer': customer_name
}, ['name', 'subject', 'customer'], limit=1)
elif reference_doc.doctype == 'Lead':
if lead:
last_communication = frappe.get_all('Communication', filters={
'reference_doctype': reference_doc.doctype,
'reference_name': reference_doc.name,
'reference_doctype': 'Lead',
'reference_name': lead,
'sent_or_received': 'Received'
}, fields=['name', 'content'], limit=1)
}, fields=['name', 'content'], order_by='`creation` DESC', limit=1)
last_communication = last_communication[0] if last_communication else None
return {
'last_communication': last_communication[0] if last_communication else None,
'last_issue': last_issue[0] if last_issue else None
'last_communication': last_communication,
'last_issue': last_issue
}
@frappe.whitelist()
def add_call_summary(docname, summary):
call_log = frappe.get_doc('Call Log', docname)
summary = _('Call Summary by {0}: {1}').format(
frappe.utils.get_fullname(frappe.session.user), summary)
if not call_log.summary:
call_log.summary = summary
else:
call_log.summary += '<br>' + summary
call_log.save(ignore_permissions=True)
def get_last_issue_from_customer(customer_name):
issues = frappe.get_all('Issue', {
'customer': customer_name
}, ['name', 'subject', 'customer'], order_by='`creation` DESC', limit=1)
return issues[0] if issues else None
def get_scheduled_employees_for_popup(communication_medium):
if not communication_medium: return []
def get_employee_emails_for_popup(communication_medium):
now_time = frappe.utils.nowtime()
weekday = frappe.utils.get_weekday()
@ -98,3 +75,10 @@ def get_employee_emails_for_popup(communication_medium):
employee_emails = set([employee.user_id for employee in employees])
return employee_emails
def strip_number(number):
if not number: return
# strip 0 from the start of the number for proper number comparisions
# eg. 07888383332 should match with 7888383332
number = number.lstrip('0')
return number

734
erpnext/erpnext_integrations/doctype/quickbooks_migrator/quickbooks_migrator.json
View File

@ -1,843 +1,213 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 1,
"creation": "2018-07-10 14:48:16.757030",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"status",
"application_settings",
"client_id",
"redirect_url",
"token_endpoint",
"application_column_break",
"client_secret",
"scope",
"api_endpoint",
"authorization_settings",
"authorization_endpoint",
"refresh_token",
"code",
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9
erpnext/erpnext_integrations/exotel_integration.py
View File

@ -18,6 +18,8 @@ def handle_incoming_call(**kwargs):
call_log = get_call_log(call_payload)
if not call_log:
create_call_log(call_payload)
else:
update_call_log(call_payload, call_log=call_log)
@frappe.whitelist(allow_guest=True)
def handle_end_call(**kwargs):
@ -27,10 +29,11 @@ def handle_end_call(**kwargs):
def handle_missed_call(**kwargs):
update_call_log(kwargs, 'Missed')
def update_call_log(call_payload, status):
call_log = get_call_log(call_payload)
def update_call_log(call_payload, status='Ringing', call_log=None):
call_log = call_log or get_call_log(call_payload)
if call_log:
call_log.status = status
call_log.to = call_payload.get('DialWhomNumber')
call_log.duration = call_payload.get('DialCallDuration') or 0
call_log.recording_url = call_payload.get('RecordingUrl')
call_log.save(ignore_permissions=True)
@ -48,7 +51,7 @@ def get_call_log(call_payload):
def create_call_log(call_payload):
call_log = frappe.new_doc('Call Log')
call_log.id = call_payload.get('CallSid')
call_log.to = call_payload.get('CallTo')
call_log.to = call_payload.get('DialWhomNumber')
call_log.medium = call_payload.get('To')
call_log.status = 'Ringing'
setattr(call_log, 'from', call_payload.get('CallFrom'))

12
erpnext/hooks.py
View File

@ -231,8 +231,12 @@ doc_events = {
('Sales Invoice', 'Purchase Invoice', 'Delivery Note'): {
'validate': 'erpnext.regional.india.utils.set_place_of_supply'
},
"Contact":{
"on_trash": "erpnext.support.doctype.issue.issue.update_issue"
"Contact": {
"on_trash": "erpnext.support.doctype.issue.issue.update_issue",
"after_insert": "erpnext.communication.doctype.call_log.call_log.set_caller_information"
},
"Lead": {
"after_insert": "erpnext.communication.doctype.call_log.call_log.set_caller_information"
},
"Email Unsubscribe": {
"after_insert": "erpnext.crm.doctype.email_campaign.email_campaign.unsubscribe_recipient"
@ -279,7 +283,9 @@ scheduler_events = {
"erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status"
],
"daily_long": [
"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms"
"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms",
"erpnext.hr.doctype.leave_ledger_entry.leave_ledger_entry.process_expired_allocation",
"erpnext.hr.utils.generate_leave_encashment"
],
"monthly_long": [
"erpnext.accounts.deferred_revenue.convert_deferred_revenue_to_income",

19
erpnext/hr/doctype/attendance/attendance.json
View File

@ -4,6 +4,7 @@
"creation": "2013-01-10 16:34:13",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"attendance_details",
"naming_series",
@ -19,7 +20,9 @@
"department",
"shift",
"attendance_request",
"amended_from"
"amended_from",
"late_entry",
"early_exit"
],
"fields": [
{
@ -153,12 +156,24 @@
"fieldtype": "Link",
"label": "Shift",
"options": "Shift Type"
},
{
"default": "0",
"fieldname": "late_entry",
"fieldtype": "Check",
"label": "Late Entry"
},
{
"default": "0",
"fieldname": "early_exit",
"fieldtype": "Check",
"label": "Early Exit"
}
],
"icon": "fa fa-ok",
"idx": 1,
"is_submittable": 1,
"modified": "2019-06-05 19:37:30.410071",
"modified": "2019-07-29 20:35:40.845422",
"modified_by": "Administrator",
"module": "HR",
"name": "Attendance",

10
erpnext/hr/doctype/employee/employee.py
View File

@ -76,6 +76,7 @@ class Employee(NestedSet):
if self.user_id:
self.update_user()
self.update_user_permissions()
self.reset_employee_emails_cache()
def update_user_permissions(self):
if not self.create_user_permission: return
@ -214,6 +215,15 @@ class Employee(NestedSet):
doc.validate_employee_creation()
doc.db_set("employee", self.name)
def reset_employee_emails_cache(self):
prev_doc = self.get_doc_before_save() or {}
cell_number = self.get('cell_number')
prev_number = prev_doc.get('cell_number')
if (cell_number != prev_number or
self.get('user_id') != prev_doc.get('user_id')):
frappe.cache().hdel('employees_with_number', cell_number)
frappe.cache().hdel('employees_with_number', prev_number)
def get_timeline_data(doctype, name):
'''Return timeline for attendance'''
return dict(frappe.db.sql('''select unix_timestamp(attendance_date), count(*)

17
erpnext/hr/doctype/employee_advance/employee_advance.py
View File

@ -64,13 +64,20 @@ class EmployeeAdvance(Document):
def update_claimed_amount(self):
claimed_amount = frappe.db.sql("""
select sum(ifnull(allocated_amount, 0))
from `tabExpense Claim Advance`
where employee_advance = %s and docstatus=1 and allocated_amount > 0
SELECT sum(ifnull(allocated_amount, 0))
FROM `tabExpense Claim Advance` eca, `tabExpense Claim` ec
WHERE
eca.employee_advance = %s
AND ec.approval_status="Approved"
AND ec.name = eca.parent
AND ec.docstatus=1
AND eca.allocated_amount > 0
""", self.name)[0][0] or 0
if claimed_amount:
frappe.db.set_value("Employee Advance", self.name, "claimed_amount", flt(claimed_amount))
frappe.db.set_value("Employee Advance", self.name, "claimed_amount", flt(claimed_amount))
self.reload()
self.set_status()
frappe.db.set_value("Employee Advance", self.name, "status", self.status)
@frappe.whitelist()
def get_due_advance_amount(employee, posting_date):

18
erpnext/hr/doctype/employee_checkin/employee_checkin.json
View File

@ -14,8 +14,6 @@
"device_id",
"skip_auto_attendance",
"attendance",
"entry_grace_period_consequence",
"exit_grace_period_consequence",
"shift_start",
"shift_end",
"shift_actual_start",
@ -80,20 +78,6 @@
"options": "Attendance",
"read_only": 1
},
{
"default": "0",
"fieldname": "entry_grace_period_consequence",
"fieldtype": "Check",
"hidden": 1,
"label": "Entry Grace Period Consequence"
},
{
"default": "0",
"fieldname": "exit_grace_period_consequence",
"fieldtype": "Check",
"hidden": 1,
"label": "Exit Grace Period Consequence"
},
{
"fieldname": "shift_start",
"fieldtype": "Datetime",
@ -119,7 +103,7 @@
"label": "Shift Actual End"
}
],
"modified": "2019-06-10 15:33:22.731697",
"modified": "2019-07-23 23:47:33.975263",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Checkin",

22
erpnext/hr/doctype/employee_checkin/employee_checkin.py
View File

@ -72,7 +72,7 @@ def add_log_based_on_employee_field(employee_field_value, timestamp, device_id=N
return doc
def mark_attendance_and_link_log(logs, attendance_status, attendance_date, working_hours=None, shift=None):
def mark_attendance_and_link_log(logs, attendance_status, attendance_date, working_hours=None, late_entry=False, early_exit=False, shift=None):
"""Creates an attendance and links the attendance to the Employee Checkin.
Note: If attendance is already present for the given date, the logs are marked as skipped and no exception is thrown.
@ -98,7 +98,9 @@ def mark_attendance_and_link_log(logs, attendance_status, attendance_date, worki
'status': attendance_status,
'working_hours': working_hours,
'company': employee_doc.company,
'shift': shift
'shift': shift,
'late_entry': late_entry,
'early_exit': early_exit
}
attendance = frappe.get_doc(doc_dict).insert()
attendance.submit()
@ -124,11 +126,16 @@ def calculate_working_hours(logs, check_in_out_type, working_hours_calc_type):
:param working_hours_calc_type: One of: 'First Check-in and Last Check-out', 'Every Valid Check-in and Check-out'
"""
total_hours = 0
in_time = out_time = None
if check_in_out_type == 'Alternating entries as IN and OUT during the same shift':
in_time = logs[0].time
if len(logs) >= 2:
out_time = logs[-1].time
if working_hours_calc_type == 'First Check-in and Last Check-out':
# assumption in this case: First log always taken as IN, Last log always taken as OUT
total_hours = time_diff_in_hours(logs[0].time, logs[-1].time)
total_hours = time_diff_in_hours(in_time, logs[-1].time)
elif working_hours_calc_type == 'Every Valid Check-in and Check-out':
logs = logs[:]
while len(logs) >= 2:
total_hours += time_diff_in_hours(logs[0].time, logs[1].time)
del logs[:2]
@ -138,11 +145,15 @@ def calculate_working_hours(logs, check_in_out_type, working_hours_calc_type):
first_in_log = logs[find_index_in_dict(logs, 'log_type', 'IN')]
last_out_log = logs[len(logs)-1-find_index_in_dict(reversed(logs), 'log_type', 'OUT')]
if first_in_log and last_out_log:
total_hours = time_diff_in_hours(first_in_log.time, last_out_log.time)
in_time, out_time = first_in_log.time, last_out_log.time
total_hours = time_diff_in_hours(in_time, out_time)
elif working_hours_calc_type == 'Every Valid Check-in and Check-out':
in_log = out_log = None
for log in logs:
if in_log and out_log:
if not in_time:
in_time = in_log.time
out_time = out_log.time
total_hours += time_diff_in_hours(in_log.time, out_log.time)
in_log = out_log = None
if not in_log:
@ -150,8 +161,9 @@ def calculate_working_hours(logs, check_in_out_type, working_hours_calc_type):
elif not out_log:
out_log = log if log.log_type == 'OUT' else None
if in_log and out_log:
out_time = out_log.time
total_hours += time_diff_in_hours(in_log.time, out_log.time)
return total_hours
return total_hours, in_time, out_time
def time_diff_in_hours(start, end):
return round((end-start).total_seconds() / 3600, 1)

8
erpnext/hr/doctype/employee_checkin/test_employee_checkin.py
View File

@ -70,16 +70,16 @@ class TestEmployeeCheckin(unittest.TestCase):
logs_type_2 = [frappe._dict(x) for x in logs_type_2]
working_hours = calculate_working_hours(logs_type_1,check_in_out_type[0],working_hours_calc_type[0])
self.assertEqual(working_hours, 6.5)
self.assertEqual(working_hours, (6.5, logs_type_1[0].time, logs_type_1[-1].time))
working_hours = calculate_working_hours(logs_type_1,check_in_out_type[0],working_hours_calc_type[1])
self.assertEqual(working_hours, 4.5)
self.assertEqual(working_hours, (4.5, logs_type_1[0].time, logs_type_1[-1].time))
working_hours = calculate_working_hours(logs_type_2,check_in_out_type[1],working_hours_calc_type[0])
self.assertEqual(working_hours, 5)
self.assertEqual(working_hours, (5, logs_type_2[1].time, logs_type_2[-1].time))
working_hours = calculate_working_hours(logs_type_2,check_in_out_type[1],working_hours_calc_type[1])
self.assertEqual(working_hours, 4.5)
self.assertEqual(working_hours, (4.5, logs_type_2[1].time, logs_type_2[-1].time))
def make_n_checkins(employee, n, hours_to_reverse=1):
logs = [make_checkin(employee, now_datetime() - timedelta(hours=hours_to_reverse, minutes=n+1))]

40
erpnext/hr/doctype/employee_onboarding/employee_onboarding.json
View File

@ -210,10 +210,42 @@
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "notify_users_by_email",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Notify users by email",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
@ -548,7 +580,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 16:15:55.968224",
"modified": "2019-08-01 16:15:55.968224",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Onboarding",

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

@ -29,6 +29,9 @@ class EmployeeOnboarding(EmployeeBoardingController):
def on_submit(self):
super(EmployeeOnboarding, self).on_submit()
def on_update_after_submit(self):
self.create_task_and_notify_user()
def on_cancel(self):
super(EmployeeOnboarding, self).on_cancel()

102
erpnext/hr/doctype/employee_separation/employee_separation.json
View File

@ -145,40 +145,43 @@
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
},
{
"allow_bulk_edit": 0,
"allow_bulk_edit": 0,
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Project",
"length": 0,
"no_copy": 0,
"options": "Project",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"allow_in_quick_entry": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "notify_users_by_email",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Notify users by email",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
@ -276,7 +279,40 @@
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Project",
"length": 0,
"no_copy": 0,
"options": "Project",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
@ -550,7 +586,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 16:15:39.025898",
"modified": "2019-08-03 16:15:39.025898",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Separation",

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