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Merge branch 'master' into edge

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This commit is contained in:
Anand Doshi 2013-05-22 22:15:15 +05:30
commit b0299592f2
10 changed files with 194 additions and 249 deletions
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117
accounts/doctype/journal_voucher/test_journal_voucher.py
View File

@ -122,119 +122,4 @@ test_records = [
"parentfield": "entries", "parentfield": "entries",
"cost_center": "_Test Cost Center - _TC" "cost_center": "_Test Cost Center - _TC"
}], }],
] ]
#
#
# import webnotes.model
# from webnotes.utils import nowdate, flt, add_days
# from accounts.utils import get_fiscal_year, get_balance_on
#
# company = webnotes.conn.get_default("company")
# abbr = webnotes.conn.get_value("Company", company, "abbr")
#
# data = {
# "expense_account": {
# "doctype": "Account",
# "account_name": "Test Expense",
# "parent_account": "Direct Expenses - %s" % abbr,
# "company": company,
# "debit_or_credit": "Debit",
# "is_pl_account": "Yes",
# "group_or_ledger": "Ledger"
# },
# "supplier_account": {
# "doctype": "Account",
# "account_name": "Test Supplier",
# "parent_account": "Accounts Payable - %s" % abbr,
# "company": company,
# "debit_or_credit": "Credit",
# "is_pl_account": "No",
# "group_or_ledger": "Ledger"
# },
# "test_cost_center": {
# "doctype": "Cost Center",
# "cost_center_name": "Test Cost Center",
# "parent_cost_center": "Root - %s" % abbr,
# "company_name": company,
# "group_or_ledger": "Ledger",
# "company_abbr": abbr
# },
# "journal_voucher": [
# {
# "doctype": "Journal Voucher",
# "voucher_type": "Journal Entry",
# "naming_series": "JV",
# "posting_date": nowdate(),
# "remark": "Test Journal Voucher",
# "fiscal_year": get_fiscal_year(nowdate())[0],
# "company": company
# },
# {
# "doctype": "Journal Voucher Detail",
# "parentfield": "entries",
# "account": "Test Expense - %s" % abbr,
# "debit": 5000,
# "cost_center": "Test Cost Center - %s" % abbr,
# },
# {
# "doctype": "Journal Voucher Detail",
# "parentfield": "entries",
# "account": "Test Supplier - %s" % abbr,
# "credit": 5000,
# },
# ]
# }
#
# def get_name(s):
# return s + " - " + abbr
#
# class TestJournalVoucher(unittest.TestCase):
# def setUp(self):
# webnotes.conn.begin()
#
# # create a dummy account
# webnotes.model.insert([data["expense_account"]])
# webnotes.model.insert([data["supplier_account"]])
# webnotes.model.insert([data["test_cost_center"]])
#
# def tearDown(self):
# webnotes.conn.rollback()
#
# def test_save_journal_voucher(self):
# expense_ac_balance = get_balance_on(get_name("Test Expense"), nowdate())
# supplier_ac_balance = get_balance_on(get_name("Test Supplier"), nowdate())
#
# dl = webnotes.model.insert(data["journal_voucher"])
# dl.submit()
# dl.load_from_db()
#
# # test submitted jv
# self.assertTrue(webnotes.conn.exists("Journal Voucher", dl.doclist[0].name))
# for d in dl.doclist[1:]:
# self.assertEquals(webnotes.conn.get_value("Journal Voucher Detail",
# d.name, "parent"), dl.doclist[0].name)
#
# # test gl entry
# gle = webnotes.conn.sql("""select account, debit, credit
# from `tabGL Entry` where voucher_no = %s order by account""",
# dl.doclist[0].name)
#
# self.assertEquals((gle[0][0], flt(gle[0][1]), flt(gle[0][2])),
# ('Test Expense - %s' % abbr, 5000.0, 0.0))
# self.assertEquals((gle[1][0], flt(gle[1][1]), flt(gle[1][2])),
# ('Test Supplier - %s' % abbr, 0.0, 5000.0))
#
# # check balance as on today
# self.assertEqual(get_balance_on(get_name("Test Expense"), nowdate()),
# expense_ac_balance + 5000)
# self.assertEqual(get_balance_on(get_name("Test Supplier"), nowdate()),
# supplier_ac_balance + 5000)
#
# # check previous balance
# self.assertEqual(get_balance_on(get_name("Test Expense"), add_days(nowdate(), -1)), 0)

23
patches/may_2013/p04_reorder_level.py Normal file
View File

@ -0,0 +1,23 @@
# ERPNext - web based ERP (http://erpnext.com)
# Copyright (C) 2012 Web Notes Technologies Pvt Ltd
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
from __future__ import unicode_literals
import webnotes
def execute():
webnotes.reload_doc("Setup", "DocType", "Global Defaults")
if webnotes.conn.exists({"doctype": "Item", "email_notify": 1}):
webnotes.conn.set_value("Global Defaults", None, "reorder_email_notify", 1)

1
patches/patch_list.py
View File

@ -250,4 +250,5 @@ patch_list = [
"patches.may_2013.p01_conversion_factor_and_aii", "patches.may_2013.p01_conversion_factor_and_aii",
"patches.may_2013.p02_update_valuation_rate", "patches.may_2013.p02_update_valuation_rate",
"patches.may_2013.p03_update_support_ticket", "patches.may_2013.p03_update_support_ticket",
"patches.may_2013.p04_reorder_level",
] ]

24
selling/doctype/quotation/quotation.txt
View File

@ -1,8 +1,8 @@
[ [
{ {
"creation": "2013-04-03 09:10:44", "creation": "2013-05-22 12:10:46",
"docstatus": 0, "docstatus": 0,
"modified": "2013-04-03 09:58:02", "modified": "2013-05-22 16:54:07",
"modified_by": "Administrator", "modified_by": "Administrator",
"owner": "Administrator" "owner": "Administrator"
}, },
@ -833,12 +833,11 @@
"width": "100px" "width": "100px"
}, },
{ {
"description": "Keep a track on communications regarding this Quotation. This will help you remember earlier communications in case the Customer comes back again",
"doctype": "DocField", "doctype": "DocField",
"fieldname": "communication_history", "fieldname": "communication_history",
"fieldtype": "Section Break", "fieldtype": "Section Break",
"label": "Communication History",
"oldfieldtype": "Section Break", "oldfieldtype": "Section Break",
"options": "Simple",
"print_hide": 1, "print_hide": 1,
"read_only": 0 "read_only": 0
}, },
@ -869,28 +868,23 @@
"cancel": 1, "cancel": 1,
"create": 1, "create": 1,
"doctype": "DocPerm", "doctype": "DocPerm",
"role": "Sales Manager", "role": "Sales User",
"submit": 1, "submit": 1,
"write": 1 "write": 1
}, },
{
"doctype": "DocPerm",
"role": "Customer"
},
{ {
"amend": 1, "amend": 1,
"cancel": 1, "cancel": 1,
"create": 1, "create": 1,
"doctype": "DocPerm", "doctype": "DocPerm",
"role": "Sales User", "role": "Sales Manager",
"submit": 1, "submit": 1,
"write": 1 "write": 1
}, },
{
"amend": 0,
"cancel": 0,
"create": 0,
"doctype": "DocPerm",
"role": "Customer",
"submit": 0,
"write": 0
},
{ {
"amend": 1, "amend": 1,
"cancel": 1, "cancel": 1,

48
setup/doctype/global_defaults/global_defaults.txt
View File

@ -1,8 +1,8 @@
[ [
{ {
"creation": "2013-04-01 15:05:24", "creation": "2013-05-02 17:53:24",
"docstatus": 0, "docstatus": 0,
"modified": "2013-05-02 15:05:21", "modified": "2013-05-22 15:57:26",
"modified_by": "Administrator", "modified_by": "Administrator",
"owner": "Administrator" "owner": "Administrator"
}, },
@ -27,6 +27,8 @@
"permlevel": 0 "permlevel": 0
}, },
{ {
"amend": 0,
"cancel": 0,
"create": 1, "create": 1,
"doctype": "DocPerm", "doctype": "DocPerm",
"name": "__common__", "name": "__common__",
@ -170,7 +172,8 @@
"fieldname": "item_naming_by", "fieldname": "item_naming_by",
"fieldtype": "Select", "fieldtype": "Select",
"label": "Item Naming By", "label": "Item Naming By",
"options": "Item Code\nNaming Series" "options": "Item Code\nNaming Series",
"read_only": 0
}, },
{ {
"doctype": "DocField", "doctype": "DocField",
@ -212,14 +215,6 @@
"label": "Allow Negative Stock", "label": "Allow Negative Stock",
"read_only": 0 "read_only": 0
}, },
{
"doctype": "DocField",
"fieldname": "default_warehouse_type",
"fieldtype": "Link",
"label": "Default Warehouse Type",
"options": "Warehouse Type",
"read_only": 0
},
{ {
"doctype": "DocField", "doctype": "DocField",
"fieldname": "auto_indent", "fieldname": "auto_indent",
@ -227,6 +222,21 @@
"label": "Raise Material Request when stock reaches re-order level", "label": "Raise Material Request when stock reaches re-order level",
"read_only": 0 "read_only": 0
}, },
{
"doctype": "DocField",
"fieldname": "reorder_email_notify",
"fieldtype": "Check",
"label": "Notify by Email on creation of automatic Material Request"
},
{
"default": "Hourly",
"doctype": "DocField",
"fieldname": "reorder_level_checking_frequency",
"fieldtype": "Select",
"hidden": 1,
"label": "Reorder Level Checking Frequency",
"options": "Hourly\nDaily"
},
{ {
"default": "1", "default": "1",
"doctype": "DocField", "doctype": "DocField",
@ -235,6 +245,14 @@
"read_only": 0, "read_only": 0,
"width": "50%" "width": "50%"
}, },
{
"doctype": "DocField",
"fieldname": "default_warehouse_type",
"fieldtype": "Link",
"label": "Default Warehouse Type",
"options": "Warehouse Type",
"read_only": 0
},
{ {
"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>", "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", "doctype": "DocField",
@ -274,7 +292,8 @@
"fieldtype": "Check", "fieldtype": "Check",
"label": "Auto Inventory Accounting", "label": "Auto Inventory Accounting",
"no_copy": 0, "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", "description": "Accounting entry frozen up to this date, nobody can do / modify entry except authorized person",
@ -507,11 +526,6 @@
"label": "SMS Sender Name", "label": "SMS Sender Name",
"read_only": 0 "read_only": 0
}, },
{
"amend": 0,
"cancel": 0,
"doctype": "DocPerm"
},
{ {
"doctype": "DocPerm" "doctype": "DocPerm"
} }

4
startup/schedule_handlers.py
View File

@ -55,6 +55,10 @@ def execute_daily():
from setup.doctype.backup_manager.backup_manager import take_backups_daily from setup.doctype.backup_manager.backup_manager import take_backups_daily
take_backups_daily() take_backups_daily()
# check reorder level
from stock.utils import reorder_item
run_fn(reorder_item)
def execute_weekly(): def execute_weekly():
from setup.doctype.backup_manager.backup_manager import take_backups_weekly from setup.doctype.backup_manager.backup_manager import take_backups_weekly
take_backups_weekly() take_backups_weekly()

84
stock/doctype/bin/bin.py
View File

@ -77,10 +77,6 @@ class DocType:
self.doc.save() 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): def get_first_sle(self):
sle = sql(""" sle = sql("""
select * from `tabStock Ledger Entry` select * from `tabStock Ledger Entry`
@ -90,82 +86,4 @@ class DocType:
order by timestamp(posting_date, posting_time) asc, name asc order by timestamp(posting_date, posting_time) asc, name asc
limit 1 limit 1
""", (self.doc.item_code, self.doc.warehouse), as_dict=1) """, (self.doc.item_code, self.doc.warehouse), as_dict=1)
return sle and sle[0] or None 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)

8
stock/doctype/item/item.py
View File

@ -51,6 +51,7 @@ class DocType(DocListController):
self.validate_barcode() self.validate_barcode()
self.check_non_asset_warehouse() self.check_non_asset_warehouse()
self.cant_change() self.cant_change()
self.validate_item_type_for_reorder()
if self.doc.name: if self.doc.name:
self.old_page_name = webnotes.conn.get_value('Item', self.doc.name, 'page_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 \ webnotes.msgprint(_("As there are existing stock transactions for this \
item, you can not change the values of 'Has Serial No', \ item, you can not change the values of 'Has Serial No', \
'Is Stock Item' and 'Valuation Method'"), raise_exception=1) '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): def check_if_sle_exists(self):
sle = webnotes.conn.sql("""select name from `tabStock Ledger Entry` sle = webnotes.conn.sql("""select name from `tabStock Ledger Entry`

17
stock/doctype/item/item.txt
View File

@ -2,7 +2,7 @@
{ {
"creation": "2013-05-03 10:45:46", "creation": "2013-05-03 10:45:46",
"docstatus": 0, "docstatus": 0,
"modified": "2013-05-07 15:58:58", "modified": "2013-05-22 15:48:27",
"modified_by": "Administrator", "modified_by": "Administrator",
"owner": "Administrator" "owner": "Administrator"
}, },
@ -363,21 +363,6 @@
"label": "Re-Order Qty", "label": "Re-Order Qty",
"read_only": 0 "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", "doctype": "DocField",
"fieldname": "section_break_31", "fieldname": "section_break_31",

117
stock/utils.py
View File

@ -17,7 +17,7 @@
import webnotes import webnotes
from webnotes import msgprint, _ from webnotes import msgprint, _
import json 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 from webnotes.defaults import get_global_default
def validate_end_of_life(item_code, end_of_life=None, verbose=1): 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) buying_amount = previous_stock_value - flt(sle.stock_value)
return buying_amount 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)