Merge branch 'master' into edge
This commit is contained in:
Anand Doshi
commit
b0299592f2
@ -122,119 +122,4 @@ test_records = [
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"parentfield": "entries",
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"cost_center": "_Test Cost Center - _TC"
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}],
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]
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||||
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#
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#
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# import webnotes.model
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# from webnotes.utils import nowdate, flt, add_days
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# from accounts.utils import get_fiscal_year, get_balance_on
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#
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# company = webnotes.conn.get_default("company")
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# abbr = webnotes.conn.get_value("Company", company, "abbr")
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#
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# data = {
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# "expense_account": {
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# "doctype": "Account",
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# "account_name": "Test Expense",
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# "parent_account": "Direct Expenses - %s" % abbr,
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# "company": company,
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# "debit_or_credit": "Debit",
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# "is_pl_account": "Yes",
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# "group_or_ledger": "Ledger"
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# },
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# "supplier_account": {
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# "doctype": "Account",
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# "account_name": "Test Supplier",
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# "parent_account": "Accounts Payable - %s" % abbr,
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# "company": company,
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# "debit_or_credit": "Credit",
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# "is_pl_account": "No",
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# "group_or_ledger": "Ledger"
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# },
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# "test_cost_center": {
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# "doctype": "Cost Center",
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# "cost_center_name": "Test Cost Center",
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# "parent_cost_center": "Root - %s" % abbr,
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# "company_name": company,
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# "group_or_ledger": "Ledger",
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# "company_abbr": abbr
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# },
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# "journal_voucher": [
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# {
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# "doctype": "Journal Voucher",
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# "voucher_type": "Journal Entry",
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# "naming_series": "JV",
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# "posting_date": nowdate(),
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# "remark": "Test Journal Voucher",
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# "fiscal_year": get_fiscal_year(nowdate())[0],
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# "company": company
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# },
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# {
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# "doctype": "Journal Voucher Detail",
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# "parentfield": "entries",
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# "account": "Test Expense - %s" % abbr,
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# "debit": 5000,
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# "cost_center": "Test Cost Center - %s" % abbr,
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# },
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# {
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# "doctype": "Journal Voucher Detail",
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# "parentfield": "entries",
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# "account": "Test Supplier - %s" % abbr,
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# "credit": 5000,
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# },
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# ]
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# }
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#
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# def get_name(s):
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# return s + " - " + abbr
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#
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# class TestJournalVoucher(unittest.TestCase):
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# def setUp(self):
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# webnotes.conn.begin()
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#
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# # create a dummy account
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# webnotes.model.insert([data["expense_account"]])
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# webnotes.model.insert([data["supplier_account"]])
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# webnotes.model.insert([data["test_cost_center"]])
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#
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# def tearDown(self):
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# webnotes.conn.rollback()
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#
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# def test_save_journal_voucher(self):
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# expense_ac_balance = get_balance_on(get_name("Test Expense"), nowdate())
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# supplier_ac_balance = get_balance_on(get_name("Test Supplier"), nowdate())
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#
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# dl = webnotes.model.insert(data["journal_voucher"])
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# dl.submit()
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# dl.load_from_db()
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#
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# # test submitted jv
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# self.assertTrue(webnotes.conn.exists("Journal Voucher", dl.doclist[0].name))
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# for d in dl.doclist[1:]:
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# self.assertEquals(webnotes.conn.get_value("Journal Voucher Detail",
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# d.name, "parent"), dl.doclist[0].name)
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#
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# # test gl entry
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# gle = webnotes.conn.sql("""select account, debit, credit
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# from `tabGL Entry` where voucher_no = %s order by account""",
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# dl.doclist[0].name)
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#
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# self.assertEquals((gle[0][0], flt(gle[0][1]), flt(gle[0][2])),
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# ('Test Expense - %s' % abbr, 5000.0, 0.0))
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# self.assertEquals((gle[1][0], flt(gle[1][1]), flt(gle[1][2])),
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# ('Test Supplier - %s' % abbr, 0.0, 5000.0))
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#
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# # check balance as on today
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# self.assertEqual(get_balance_on(get_name("Test Expense"), nowdate()),
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# expense_ac_balance + 5000)
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# self.assertEqual(get_balance_on(get_name("Test Supplier"), nowdate()),
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# supplier_ac_balance + 5000)
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#
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# # check previous balance
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# self.assertEqual(get_balance_on(get_name("Test Expense"), add_days(nowdate(), -1)), 0)
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]
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23
patches/may_2013/p04_reorder_level.py
Normal file
23
patches/may_2013/p04_reorder_level.py
Normal file
@ -0,0 +1,23 @@
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# ERPNext - web based ERP (http://erpnext.com)
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# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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||||
# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
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from __future__ import unicode_literals
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import webnotes
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def execute():
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webnotes.reload_doc("Setup", "DocType", "Global Defaults")
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if webnotes.conn.exists({"doctype": "Item", "email_notify": 1}):
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webnotes.conn.set_value("Global Defaults", None, "reorder_email_notify", 1)
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@ -250,4 +250,5 @@ patch_list = [
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"patches.may_2013.p01_conversion_factor_and_aii",
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"patches.may_2013.p02_update_valuation_rate",
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"patches.may_2013.p03_update_support_ticket",
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"patches.may_2013.p04_reorder_level",
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]
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@ -1,8 +1,8 @@
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[
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{
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"creation": "2013-04-03 09:10:44",
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"creation": "2013-05-22 12:10:46",
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"docstatus": 0,
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"modified": "2013-04-03 09:58:02",
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"modified": "2013-05-22 16:54:07",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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@ -833,12 +833,11 @@
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"width": "100px"
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},
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{
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"description": "Keep a track on communications regarding this Quotation. This will help you remember earlier communications in case the Customer comes back again",
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"doctype": "DocField",
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"fieldname": "communication_history",
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"fieldtype": "Section Break",
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"label": "Communication History",
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"oldfieldtype": "Section Break",
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"options": "Simple",
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"print_hide": 1,
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"read_only": 0
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},
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@ -869,28 +868,23 @@
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"cancel": 1,
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"create": 1,
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"doctype": "DocPerm",
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"role": "Sales Manager",
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||||
"role": "Sales User",
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||||
"submit": 1,
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||||
"write": 1
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||||
},
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||||
{
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||||
"doctype": "DocPerm",
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||||
"role": "Customer"
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||||
},
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||||
{
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"amend": 1,
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"cancel": 1,
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"create": 1,
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"doctype": "DocPerm",
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"role": "Sales User",
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"role": "Sales Manager",
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"submit": 1,
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"write": 1
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},
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{
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"amend": 0,
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||||
"cancel": 0,
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||||
"create": 0,
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"doctype": "DocPerm",
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"role": "Customer",
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"submit": 0,
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"write": 0
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||||
},
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||||
{
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||||
"amend": 1,
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||||
"cancel": 1,
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@ -1,8 +1,8 @@
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[
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{
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"creation": "2013-04-01 15:05:24",
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"creation": "2013-05-02 17:53:24",
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"docstatus": 0,
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"modified": "2013-05-02 15:05:21",
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"modified": "2013-05-22 15:57:26",
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"modified_by": "Administrator",
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"owner": "Administrator"
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},
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@ -27,6 +27,8 @@
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"permlevel": 0
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},
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{
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"amend": 0,
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"cancel": 0,
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"create": 1,
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"doctype": "DocPerm",
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"name": "__common__",
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@ -170,7 +172,8 @@
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"fieldname": "item_naming_by",
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"fieldtype": "Select",
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"label": "Item Naming By",
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"options": "Item Code\nNaming Series"
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"options": "Item Code\nNaming Series",
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"read_only": 0
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},
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{
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"doctype": "DocField",
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@ -212,14 +215,6 @@
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"label": "Allow Negative Stock",
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"read_only": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "default_warehouse_type",
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"fieldtype": "Link",
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"label": "Default Warehouse Type",
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"options": "Warehouse Type",
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"read_only": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "auto_indent",
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@ -227,6 +222,21 @@
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"label": "Raise Material Request when stock reaches re-order level",
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"read_only": 0
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},
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{
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"doctype": "DocField",
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"fieldname": "reorder_email_notify",
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"fieldtype": "Check",
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"label": "Notify by Email on creation of automatic Material Request"
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},
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{
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"default": "Hourly",
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"doctype": "DocField",
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"fieldname": "reorder_level_checking_frequency",
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"fieldtype": "Select",
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"hidden": 1,
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"label": "Reorder Level Checking Frequency",
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"options": "Hourly\nDaily"
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},
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{
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"default": "1",
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"doctype": "DocField",
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@ -235,6 +245,14 @@
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"read_only": 0,
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"width": "50%"
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},
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{
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"doctype": "DocField",
|
||||
"fieldname": "default_warehouse_type",
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"fieldtype": "Link",
|
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"label": "Default Warehouse Type",
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"options": "Warehouse Type",
|
||||
"read_only": 0
|
||||
},
|
||||
{
|
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"description": "Percentage you are allowed to receive or deliver more against the quantity ordered. <p>For example: If you have ordered 100 units. and your Allowance is 10% then you are allowed to receive 110 units</p>",
|
||||
"doctype": "DocField",
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@ -274,7 +292,8 @@
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"fieldtype": "Check",
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||||
"label": "Auto Inventory Accounting",
|
||||
"no_copy": 0,
|
||||
"print_hide": 1
|
||||
"print_hide": 1,
|
||||
"read_only": 0
|
||||
},
|
||||
{
|
||||
"description": "Accounting entry frozen up to this date, nobody can do / modify entry except authorized person",
|
||||
@ -507,11 +526,6 @@
|
||||
"label": "SMS Sender Name",
|
||||
"read_only": 0
|
||||
},
|
||||
{
|
||||
"amend": 0,
|
||||
"cancel": 0,
|
||||
"doctype": "DocPerm"
|
||||
},
|
||||
{
|
||||
"doctype": "DocPerm"
|
||||
}
|
||||
|
||||
@ -55,6 +55,10 @@ def execute_daily():
|
||||
from setup.doctype.backup_manager.backup_manager import take_backups_daily
|
||||
take_backups_daily()
|
||||
|
||||
# check reorder level
|
||||
from stock.utils import reorder_item
|
||||
run_fn(reorder_item)
|
||||
|
||||
def execute_weekly():
|
||||
from setup.doctype.backup_manager.backup_manager import take_backups_weekly
|
||||
take_backups_weekly()
|
||||
|
||||
@ -77,10 +77,6 @@ class DocType:
|
||||
|
||||
self.doc.save()
|
||||
|
||||
if (flt(args.get("actual_qty")) < 0 or flt(args.get("reserved_qty")) > 0) \
|
||||
and args.get("is_cancelled") == 'No' and args.get("is_amended")=='No':
|
||||
self.reorder_item(args.get("voucher_type"), args.get("voucher_no"), args.get("company"))
|
||||
|
||||
def get_first_sle(self):
|
||||
sle = sql("""
|
||||
select * from `tabStock Ledger Entry`
|
||||
@ -90,82 +86,4 @@ class DocType:
|
||||
order by timestamp(posting_date, posting_time) asc, name asc
|
||||
limit 1
|
||||
""", (self.doc.item_code, self.doc.warehouse), as_dict=1)
|
||||
return sle and sle[0] or None
|
||||
|
||||
def reorder_item(self,doc_type,doc_name, company):
|
||||
""" Reorder item if stock reaches reorder level"""
|
||||
if not hasattr(webnotes, "auto_indent"):
|
||||
webnotes.auto_indent = webnotes.conn.get_value('Global Defaults', None, 'auto_indent')
|
||||
|
||||
if webnotes.auto_indent:
|
||||
#check if re-order is required
|
||||
item_reorder = webnotes.conn.get("Item Reorder",
|
||||
{"parent": self.doc.item_code, "warehouse": self.doc.warehouse})
|
||||
if item_reorder:
|
||||
reorder_level = item_reorder.warehouse_reorder_level
|
||||
reorder_qty = item_reorder.warehouse_reorder_qty
|
||||
material_request_type = item_reorder.material_request_type or "Purchase"
|
||||
else:
|
||||
reorder_level, reorder_qty = webnotes.conn.get_value("Item", self.doc.item_code,
|
||||
["re_order_level", "re_order_qty"])
|
||||
material_request_type = "Purchase"
|
||||
|
||||
if flt(reorder_qty) and flt(self.doc.projected_qty) < flt(reorder_level):
|
||||
self.create_material_request(doc_type, doc_name, reorder_level, reorder_qty,
|
||||
company, material_request_type)
|
||||
|
||||
def create_material_request(self, doc_type, doc_name, reorder_level, reorder_qty, company,
|
||||
material_request_type="Purchase"):
|
||||
""" Create indent on reaching reorder level """
|
||||
defaults = webnotes.defaults.get_defaults()
|
||||
item = webnotes.doc("Item", self.doc.item_code)
|
||||
|
||||
mr = webnotes.bean([{
|
||||
"doctype": "Material Request",
|
||||
"company": company or defaults.company,
|
||||
"fiscal_year": defaults.fiscal_year,
|
||||
"transaction_date": nowdate(),
|
||||
"material_request_type": material_request_type,
|
||||
"remark": _("This is an auto generated Material Request.") + \
|
||||
_("It was raised because the (actual + ordered + indented - reserved) quantity reaches re-order level when the following record was created") + \
|
||||
": " + _(doc_type) + " " + doc_name
|
||||
}, {
|
||||
"doctype": "Material Request Item",
|
||||
"parenttype": "Material Request",
|
||||
"parentfield": "indent_details",
|
||||
"item_code": self.doc.item_code,
|
||||
"schedule_date": add_days(nowdate(),cint(item.lead_time_days)),
|
||||
"uom": self.doc.stock_uom,
|
||||
"warehouse": self.doc.warehouse,
|
||||
"item_name": item.item_name,
|
||||
"description": item.description,
|
||||
"item_group": item.item_group,
|
||||
"qty": reorder_qty,
|
||||
"brand": item.brand,
|
||||
}])
|
||||
mr.insert()
|
||||
mr.submit()
|
||||
|
||||
msgprint("""Item: %s is to be re-ordered. Material Request %s raised.
|
||||
It was generated from %s: %s""" %
|
||||
(self.doc.item_code, mr.doc.name, doc_type, doc_name))
|
||||
|
||||
if(item.email_notify):
|
||||
self.send_email_notification(doc_type, doc_name, mr)
|
||||
|
||||
def send_email_notification(self, doc_type, doc_name, bean):
|
||||
""" Notify user about auto creation of indent"""
|
||||
|
||||
from webnotes.utils.email_lib import sendmail
|
||||
email_list=[d[0] for d in sql("""select distinct r.parent from tabUserRole r, tabProfile p
|
||||
where p.name = r.parent and p.enabled = 1 and p.docstatus < 2
|
||||
and r.role in ('Purchase Manager','Material Manager')
|
||||
and p.name not in ('Administrator', 'All', 'Guest')""")]
|
||||
|
||||
msg="""A new Material Request has been raised for Item: %s and Warehouse: %s \
|
||||
on %s due to %s: %s. See %s: %s """ % (self.doc.item_code, self.doc.warehouse,
|
||||
formatdate(), doc_type, doc_name, bean.doc.doctype,
|
||||
get_url_to_form(bean.doc.doctype, bean.doc.name))
|
||||
|
||||
sendmail(email_list, subject='Auto Material Request Generation Notification', msg = msg)
|
||||
|
||||
return sle and sle[0] or None
|
||||
@ -51,6 +51,7 @@ class DocType(DocListController):
|
||||
self.validate_barcode()
|
||||
self.check_non_asset_warehouse()
|
||||
self.cant_change()
|
||||
self.validate_item_type_for_reorder()
|
||||
|
||||
if self.doc.name:
|
||||
self.old_page_name = webnotes.conn.get_value('Item', self.doc.name, 'page_name')
|
||||
@ -201,6 +202,13 @@ class DocType(DocListController):
|
||||
webnotes.msgprint(_("As there are existing stock transactions for this \
|
||||
item, you can not change the values of 'Has Serial No', \
|
||||
'Is Stock Item' and 'Valuation Method'"), raise_exception=1)
|
||||
|
||||
def validate_item_type_for_reorder(self):
|
||||
if self.doc.re_order_level or len(self.doclist.get({"parentfield": "item_reorder",
|
||||
"material_request_type": "Purchase"})):
|
||||
if not self.doc.is_purchase_item:
|
||||
webnotes.msgprint(_("""To set reorder level, item must be Purchase Item"""),
|
||||
raise_exception=1)
|
||||
|
||||
def check_if_sle_exists(self):
|
||||
sle = webnotes.conn.sql("""select name from `tabStock Ledger Entry`
|
||||
|
||||
@ -2,7 +2,7 @@
|
||||
{
|
||||
"creation": "2013-05-03 10:45:46",
|
||||
"docstatus": 0,
|
||||
"modified": "2013-05-07 15:58:58",
|
||||
"modified": "2013-05-22 15:48:27",
|
||||
"modified_by": "Administrator",
|
||||
"owner": "Administrator"
|
||||
},
|
||||
@ -363,21 +363,6 @@
|
||||
"label": "Re-Order Qty",
|
||||
"read_only": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "column_break_31",
|
||||
"fieldtype": "Column Break",
|
||||
"read_only": 0
|
||||
},
|
||||
{
|
||||
"depends_on": "eval:doc.is_stock_item==\"Yes\"",
|
||||
"description": "Send an email to users of role \"Material Manager\" and \"Purchase Manager\" when re-order level is crossed.",
|
||||
"doctype": "DocField",
|
||||
"fieldname": "email_notify",
|
||||
"fieldtype": "Check",
|
||||
"label": "Notify by Email on Re-order",
|
||||
"read_only": 0
|
||||
},
|
||||
{
|
||||
"doctype": "DocField",
|
||||
"fieldname": "section_break_31",
|
||||
|
||||
117
stock/utils.py
117
stock/utils.py
@ -17,7 +17,7 @@
|
||||
import webnotes
|
||||
from webnotes import msgprint, _
|
||||
import json
|
||||
from webnotes.utils import flt, cstr
|
||||
from webnotes.utils import flt, cstr, nowdate, add_days, cint
|
||||
from webnotes.defaults import get_global_default
|
||||
|
||||
def validate_end_of_life(item_code, end_of_life=None, verbose=1):
|
||||
@ -194,4 +194,117 @@ def _get_buying_amount(voucher_type, voucher_no, item_row, item_code, warehouse,
|
||||
buying_amount = previous_stock_value - flt(sle.stock_value)
|
||||
|
||||
return buying_amount
|
||||
return 0.0
|
||||
return 0.0
|
||||
|
||||
|
||||
def reorder_item():
|
||||
""" Reorder item if stock reaches reorder level"""
|
||||
if not hasattr(webnotes, "auto_indent"):
|
||||
webnotes.auto_indent = webnotes.conn.get_value('Global Defaults', None, 'auto_indent')
|
||||
|
||||
if webnotes.auto_indent:
|
||||
material_requests = {}
|
||||
bin_list = webnotes.conn.sql("""select item_code, warehouse, projected_qty
|
||||
from tabBin where ifnull(item_code, '') != '' and ifnull(warehouse, '') != ''""",
|
||||
as_dict=True)
|
||||
for bin in bin_list:
|
||||
#check if re-order is required
|
||||
item_reorder = webnotes.conn.get("Item Reorder",
|
||||
{"parent": bin.item_code, "warehouse": bin.warehouse})
|
||||
if item_reorder:
|
||||
reorder_level = item_reorder.warehouse_reorder_level
|
||||
reorder_qty = item_reorder.warehouse_reorder_qty
|
||||
material_request_type = item_reorder.material_request_type or "Purchase"
|
||||
else:
|
||||
reorder_level, reorder_qty = webnotes.conn.get_value("Item", bin.item_code,
|
||||
["re_order_level", "re_order_qty"])
|
||||
material_request_type = "Purchase"
|
||||
|
||||
if reorder_level and flt(bin.projected_qty) < flt(reorder_level):
|
||||
if flt(reorder_level) - flt(bin.projected_qty) > flt(reorder_qty):
|
||||
reorder_qty = flt(reorder_level) - flt(bin.projected_qty)
|
||||
|
||||
company = webnotes.conn.get_value("Warehouse", bin.warehouse, "company") or \
|
||||
webnotes.defaults.get_defaults()["company"] or \
|
||||
webnotes.conn.sql("""select name from tabCompany limit 1""")[0][0]
|
||||
|
||||
material_requests.setdefault(material_request_type, webnotes._dict()).setdefault(
|
||||
company, []).append(webnotes._dict({
|
||||
"item_code": bin.item_code,
|
||||
"warehouse": bin.warehouse,
|
||||
"reorder_qty": reorder_qty
|
||||
})
|
||||
)
|
||||
|
||||
create_material_request(material_requests)
|
||||
|
||||
def create_material_request(material_requests):
|
||||
""" Create indent on reaching reorder level """
|
||||
mr_list = []
|
||||
defaults = webnotes.defaults.get_defaults()
|
||||
for request_type in material_requests:
|
||||
for company in material_requests[request_type]:
|
||||
items = material_requests[request_type][company]
|
||||
if items:
|
||||
mr = [{
|
||||
"doctype": "Material Request",
|
||||
"company": company,
|
||||
"fiscal_year": defaults.fiscal_year,
|
||||
"transaction_date": nowdate(),
|
||||
"material_request_type": request_type,
|
||||
"remark": _("This is an auto generated Material Request.") + \
|
||||
_("""It was raised because the (actual + ordered + indented - reserved)
|
||||
quantity reaches re-order level when the following record was created""")
|
||||
}]
|
||||
|
||||
for d in items:
|
||||
item = webnotes.doc("Item", d.item_code)
|
||||
mr.append({
|
||||
"doctype": "Material Request Item",
|
||||
"parenttype": "Material Request",
|
||||
"parentfield": "indent_details",
|
||||
"item_code": d.item_code,
|
||||
"schedule_date": add_days(nowdate(),cint(item.lead_time_days)),
|
||||
"uom": item.stock_uom,
|
||||
"warehouse": d.warehouse,
|
||||
"item_name": item.item_name,
|
||||
"description": item.description,
|
||||
"item_group": item.item_group,
|
||||
"qty": d.reorder_qty,
|
||||
"brand": item.brand,
|
||||
})
|
||||
|
||||
mr_bean = webnotes.bean(mr)
|
||||
mr_bean.insert()
|
||||
mr_bean.submit()
|
||||
mr_list.append(mr_bean)
|
||||
|
||||
if mr_list:
|
||||
if not hasattr(webnotes, "reorder_email_notify"):
|
||||
webnotes.reorder_email_notify = webnotes.conn.get_value('Global Defaults', None,
|
||||
'reorder_email_notify')
|
||||
|
||||
if(webnotes.reorder_email_notify):
|
||||
send_email_notification(mr_list)
|
||||
|
||||
def send_email_notification(mr_list):
|
||||
""" Notify user about auto creation of indent"""
|
||||
|
||||
from webnotes.utils.email_lib import sendmail
|
||||
email_list = webnotes.conn.sql_list("""select distinct r.parent
|
||||
from tabUserRole r, tabProfile p
|
||||
where p.name = r.parent and p.enabled = 1 and p.docstatus < 2
|
||||
and r.role in ('Purchase Manager','Material Manager')
|
||||
and p.name not in ('Administrator', 'All', 'Guest')""")
|
||||
|
||||
msg="""<h3>Following Material Requests has been raised automatically \
|
||||
based on item reorder level:</h3>"""
|
||||
for mr in mr_list:
|
||||
msg += "<p><b><u>" + mr.doc.name + """</u></b></p><table class='table table-bordered'><tr>
|
||||
<th>Item Code</th><th>Warehouse</th><th>Qty</th><th>UOM</th></tr>"""
|
||||
for item in mr.doclist.get({"parentfield": "indent_details"}):
|
||||
msg += "<tr><td>" + item.item_code + "</td><td>" + item.warehouse + "</td><td>" + \
|
||||
cstr(item.qty) + "</td><td>" + cstr(item.uom) + "</td></tr>"
|
||||
msg += "</table>"
|
||||
|
||||
sendmail(email_list, subject='Auto Material Request Generation Notification', msg = msg)
|
||||
Loading…
Reference in New Issue
Block a user