fixing recurring invoice
This commit is contained in:
Anand Doshi
parent
c2fb039697
commit
b2293c48e8
@ -397,194 +397,3 @@ class DocType:
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fy_obj = get_obj('Fiscal Year', fy[0])
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for a in set(ac_list):
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fy_obj.repost(a)
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def manage_recurring_invoices():
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"""
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Create recurring invoices on specific date by copying the original one
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and notify the concerned people
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"""
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rv = webnotes.conn.sql("""select name, recurring_id from `tabSales Invoice` \
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where ifnull(convert_into_recurring_invoice, 0) = 1 and next_date = %s \
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and next_date <= ifnull(end_date, '2199-12-31') and docstatus=1""", nowdate())
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exception_list = []
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for d in rv:
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if not webnotes.conn.sql("""select name from `tabSales Invoice` \
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where posting_date = %s and recurring_id = %s and docstatus=1""", (nowdate(), d[1])):
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try:
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prev_rv = get_obj('Sales Invoice', d[0], with_children=1)
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new_rv = create_new_invoice(prev_rv)
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send_notification(new_rv)
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webnotes.conn.commit()
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except Exception, e:
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webnotes.conn.rollback()
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webnotes.conn.begin()
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webnotes.conn.sql("update `tabSales Invoice` set \
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convert_into_recurring_invoice = 0 where name = %s", d[0])
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notify_errors(d[0], prev_rv.doc.owner)
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webnotes.conn.commit()
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exception_list.append(e)
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finally:
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webnotes.conn.begin()
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if exception_list:
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exception_message = "\n\n".join([cstr(d) for d in exception_list])
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raise Exception, exception_message
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def notify_errors(inv, owner):
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import webnotes
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import website
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exception_msg = """
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Dear User,
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An error occured while creating recurring invoice from %s (at %s).
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May be there are some invalid email ids mentioned in the invoice.
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To stop sending repetitive error notifications from the system, we have unchecked
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"Convert into Recurring" field in the invoice %s.
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Please correct the invoice and make the invoice recurring again.
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<b>It is necessary to take this action today itself for the above mentioned recurring invoice \
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to be generated. If delayed, you will have to manually change the "Repeat on Day of Month" field \
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of this invoice for generating the recurring invoice.</b>
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Regards,
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Administrator
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""" % (inv, website.get_site_address(), inv)
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subj = "[Urgent] Error while creating recurring invoice from %s" % inv
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from webnotes.profile import get_system_managers
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recipients = get_system_managers()
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owner_email = webnotes.conn.get_value("Profile", owner, "email")
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if not owner_email in recipients:
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recipients.append(owner_email)
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assign_task_to_owner(inv, exception_msg, recipients)
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sendmail(recipients, subject=subj, msg = exception_msg)
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def assign_task_to_owner(inv, msg, users):
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for d in users:
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if d.lower() == 'administrator':
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d = webnotes.conn.sql("select ifnull(email_id, '') \
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from `tabProfile` where name = 'Administrator'")[0][0]
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from webnotes.widgets.form import assign_to
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args = {
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'assign_to' : d,
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'doctype' : 'Sales Invoice',
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'name' : inv,
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'description' : msg,
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'priority' : 'Urgent'
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}
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assign_to.add(args)
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def create_new_invoice(prev_rv):
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# clone rv
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new_rv = clone(prev_rv)
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mdict = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12}
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mcount = mdict[prev_rv.doc.recurring_type]
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# update new rv
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new_rv.doc.posting_date = new_rv.doc.next_date
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new_rv.doc.aging_date = new_rv.doc.next_date
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new_rv.doc.due_date = add_days(new_rv.doc.next_date, cint(date_diff(prev_rv.doc.due_date, prev_rv.doc.posting_date)))
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new_rv.doc.invoice_period_from_date = get_next_date(new_rv.doc.invoice_period_from_date, mcount)
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new_rv.doc.invoice_period_to_date = get_next_date(new_rv.doc.invoice_period_to_date, mcount)
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new_rv.doc.owner = prev_rv.doc.owner
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new_rv.doc.save()
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# submit and after submit
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new_rv.submit()
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new_rv.update_after_submit()
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return new_rv
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def get_next_date(dt, mcount):
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import datetime
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m = getdate(dt).month + mcount
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y = getdate(dt).year
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d = getdate(dt).day
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if m > 12:
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m, y = m-12, y+1
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try:
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next_month_date = datetime.date(y, m, d)
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except:
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import calendar
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last_day = calendar.monthrange(y, m)[1]
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next_month_date = datetime.date(y, m, last_day)
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return next_month_date.strftime("%Y-%m-%d")
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def send_notification(new_rv):
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"""Notify concerned persons about recurring invoice generation"""
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subject = "Invoice : " + new_rv.doc.name
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com = new_rv.doc.company # webnotes.conn.get_value('Control Panel', '', 'letter_head')
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hd = '''<div><h2>%s</h2></div>
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<div><h3>Invoice: %s</h3></div>
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<table cellspacing= "5" cellpadding="5" width = "100%%">
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<tr>
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<td width = "50%%"><b>Customer</b><br>%s<br>%s</td>
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<td width = "50%%">Invoice Date : %s<br>Invoice Period : %s to %s <br>Due Date : %s</td>
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</tr>
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</table>
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''' % (com, new_rv.doc.name, new_rv.doc.customer_name, new_rv.doc.address_display, getdate(new_rv.doc.posting_date).strftime("%d-%m-%Y"), \
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getdate(new_rv.doc.invoice_period_from_date).strftime("%d-%m-%Y"), getdate(new_rv.doc.invoice_period_to_date).strftime("%d-%m-%Y"),\
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getdate(new_rv.doc.due_date).strftime("%d-%m-%Y"))
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tbl = '''<table border="1px solid #CCC" width="100%%" cellpadding="0px" cellspacing="0px">
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<tr>
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<td width = "15%%" bgcolor="#CCC" align="left"><b>Item</b></td>
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<td width = "40%%" bgcolor="#CCC" align="left"><b>Description</b></td>
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<td width = "15%%" bgcolor="#CCC" align="center"><b>Qty</b></td>
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<td width = "15%%" bgcolor="#CCC" align="center"><b>Rate</b></td>
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<td width = "15%%" bgcolor="#CCC" align="center"><b>Amount</b></td>
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</tr>
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'''
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for d in getlist(new_rv.doclist, 'entries'):
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tbl += '<tr><td>' + d.item_code +'</td><td>' + d.description+'</td><td>' + cstr(d.qty) +'</td><td>' + cstr(d.basic_rate) +'</td><td>' + cstr(d.amount) +'</td></tr>'
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tbl += '</table>'
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totals =''' <table cellspacing= "5" cellpadding="5" width = "100%%">
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<tr>
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<td width = "50%%"></td>
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<td width = "50%%">
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<table width = "100%%">
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<tr>
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<td width = "50%%">Net Total: </td><td>%s </td>
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</tr><tr>
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<td width = "50%%">Total Tax: </td><td>%s </td>
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</tr><tr>
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<td width = "50%%">Grand Total: </td><td>%s</td>
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</tr><tr>
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<td width = "50%%">In Words: </td><td>%s</td>
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</tr>
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</table>
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</td>
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</tr>
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<tr><td>Terms and Conditions:</td></tr>
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<tr><td>%s</td></tr>
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</table>
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''' % (new_rv.doc.net_total, new_rv.doc.other_charges_total,new_rv.doc.grand_total, new_rv.doc.in_words,new_rv.doc.terms)
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msg = hd + tbl + totals
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recipients = new_rv.doc.notification_email_address.replace('\n', '').replace(' ', '').split(",")
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sendmail(recipients, subject=subject, msg = msg)
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@ -94,8 +94,6 @@ cur_frm.cscript.hide_fields = function(doc, cdt, cdn) {
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for(f in item_flds_normal) cur_frm.fields_dict['entries'].grid.set_column_disp(item_flds_normal[f], true);
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for(f in item_flds_pos) cur_frm.fields_dict['entries'].grid.set_column_disp(item_flds_pos[f], false);
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}
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if (doc.docstatus==1) unhide_field('recurring_invoice');
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else hide_field('recurring_invoice');
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if(doc.customer) unhide_field('contact_section');
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else hide_field('contact_section');
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@ -499,12 +497,6 @@ cur_frm.cscript.view_ledger_entry = function(){
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wn.set_route('Report', 'GL Entry', 'General Ledger', 'Voucher No='+cur_frm.doc.name);
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}
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// Default values for recurring invoices
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cur_frm.cscript.convert_into_recurring_invoice = function(doc, dt, dn) {
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if (doc.convert_into_recurring_invoice)
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get_server_fields('set_default_recurring_values','','',doc, dt, dn, 0);
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}
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cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
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var args = {
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type: 'Sales Invoice',
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@ -513,11 +505,28 @@ cur_frm.cscript.on_submit = function(doc, cdt, cdn) {
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cur_frm.cscript.notify(doc, args);
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}
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cur_frm.cscript.invoice_period_from_date = function(doc, dt, dn) {
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if(doc.invoice_period_from_date) {
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var recurring_type_map = { 'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12 };
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cur_frm.cscript.convert_into_recurring_invoice = function(doc, dt, dn) {
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// set default values for recurring invoices
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if(doc.convert_into_recurring_invoice) {
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var owner_email = doc.owner=="Administrator"
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? wn.user_info("Administrator").email
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: doc.owner;
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doc.notification_email_address = $.map([cstr(owner_email),
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cstr(doc.contact_email)], function(v) { return v || null; }).join(", ");
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doc.repeat_on_day_of_month = wn.datetime.str_to_obj(doc.posting_date).getDate();
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}
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refresh_many(["notification_email_address", "repeat_on_day_of_month"]);
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}
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var months = $(recurring_type_map).attr(doc.recurring_type);
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cur_frm.cscript.invoice_period_from_date = function(doc, dt, dn) {
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// set invoice_period_to_date
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if(doc.invoice_period_from_date) {
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var recurring_type_map = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6,
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'Yearly': 12};
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var months = recurring_type_map[doc.recurring_type];
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if(months) {
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var to_date = wn.datetime.add_months(doc.invoice_period_from_date,
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months);
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@ -525,4 +534,4 @@ cur_frm.cscript.invoice_period_from_date = function(doc, dt, dn) {
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refresh_field('invoice_period_to_date');
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}
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}
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}
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}
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@ -40,9 +40,90 @@ class DocType(TransactionBase):
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self.tname = 'Sales Invoice Item'
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self.fname = 'entries'
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def autoname(self):
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self.doc.name = make_autoname(self.doc.naming_series+ '.#####')
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def validate(self):
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self.so_dn_required()
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self.validate_proj_cust()
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sales_com_obj = get_obj('Sales Common')
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sales_com_obj.check_stop_sales_order(self)
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sales_com_obj.check_active_sales_items(self)
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sales_com_obj.check_conversion_rate(self)
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sales_com_obj.validate_max_discount(self, 'entries') #verify whether rate is not greater than tolerance
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sales_com_obj.get_allocated_sum(self) # this is to verify that the allocated % of sales persons is 100%
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sales_com_obj.validate_fiscal_year(self.doc.fiscal_year,self.doc.posting_date,'Posting Date')
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self.validate_customer()
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self.validate_customer_account()
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self.validate_debit_acc()
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self.validate_fixed_asset_account()
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self.add_remarks()
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if cint(self.doc.is_pos):
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self.validate_pos()
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self.validate_write_off_account()
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if cint(self.doc.update_stock):
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sl = get_obj('Stock Ledger')
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sl.validate_serial_no(self, 'entries')
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sl.validate_serial_no(self, 'packing_details')
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self.validate_item_code()
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self.update_current_stock()
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self.validate_delivery_note()
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self.set_in_words()
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if not self.doc.is_opening:
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self.doc.is_opening = 'No'
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self.set_aging_date()
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self.clear_advances()
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self.set_against_income_account()
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self.validate_c_form()
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def on_submit(self):
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if cint(self.doc.is_pos) == 1:
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if cint(self.doc.update_stock) == 1:
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sl_obj = get_obj("Stock Ledger")
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sl_obj.validate_serial_no_warehouse(self, 'entries')
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sl_obj.validate_serial_no_warehouse(self, 'packing_details')
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sl_obj.update_serial_record(self, 'entries', is_submit = 1, is_incoming = 0)
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sl_obj.update_serial_record(self, 'packing_details', is_submit = 1, is_incoming = 0)
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self.update_stock_ledger(update_stock=1)
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else:
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# Check for Approving Authority
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if not self.doc.recurring_id:
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get_obj('Authorization Control').validate_approving_authority(self.doc.doctype, self.doc.company, self.doc.grand_total, self)
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self.check_prev_docstatus()
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get_obj("Sales Common").update_prevdoc_detail(1,self)
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# this sequence because outstanding may get -ve
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self.make_gl_entries()
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if not cint(self.doc.is_pos) == 1:
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self.update_against_document_in_jv()
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self.update_c_form()
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self.convert_to_recurring()
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def on_cancel(self):
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if cint(self.doc.is_pos) == 1:
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if cint(self.doc.update_stock) == 1:
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sl = get_obj('Stock Ledger')
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sl.update_serial_record(self, 'entries', is_submit = 0, is_incoming = 0)
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sl.update_serial_record(self, 'packing_details', is_submit = 0, is_incoming = 0)
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self.update_stock_ledger(update_stock = -1)
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sales_com_obj = get_obj(dt = 'Sales Common')
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sales_com_obj.check_stop_sales_order(self)
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self.check_next_docstatus()
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sales_com_obj.update_prevdoc_detail(0, self)
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self.make_gl_entries(is_cancel=1)
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def on_update_after_submit(self):
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self.convert_into_recurring()
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def set_pos_fields(self):
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@ -428,40 +509,6 @@ class DocType(TransactionBase):
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d.projected_qty = bin and flt(bin[0]['projected_qty']) or 0
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def validate(self):
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self.so_dn_required()
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self.validate_proj_cust()
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sales_com_obj = get_obj('Sales Common')
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sales_com_obj.check_stop_sales_order(self)
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sales_com_obj.check_active_sales_items(self)
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sales_com_obj.check_conversion_rate(self)
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sales_com_obj.validate_max_discount(self, 'entries') #verify whether rate is not greater than tolerance
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sales_com_obj.get_allocated_sum(self) # this is to verify that the allocated % of sales persons is 100%
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sales_com_obj.validate_fiscal_year(self.doc.fiscal_year,self.doc.posting_date,'Posting Date')
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self.validate_customer()
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self.validate_customer_account()
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self.validate_debit_acc()
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self.validate_fixed_asset_account()
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self.add_remarks()
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if cint(self.doc.is_pos):
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self.validate_pos()
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self.validate_write_off_account()
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if cint(self.doc.update_stock):
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sl = get_obj('Stock Ledger')
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sl.validate_serial_no(self, 'entries')
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sl.validate_serial_no(self, 'packing_details')
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self.validate_item_code()
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self.update_current_stock()
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self.validate_delivery_note()
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self.set_in_words()
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if not self.doc.is_opening:
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self.doc.is_opening = 'No'
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self.set_aging_date()
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self.clear_advances()
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self.set_against_income_account()
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self.validate_c_form()
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def get_warehouse(self):
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w = webnotes.conn.sql("select warehouse from `tabPOS Setting` where ifnull(user,'') = '%s' and company = '%s'" % (session['user'], self.doc.company))
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w = w and w[0][0] or ''
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@ -598,80 +645,13 @@ class DocType(TransactionBase):
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if submit_jv:
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msgprint("Journal Voucher : " + cstr(submit_jv[0][0]) + " has been created against " + cstr(self.doc.doctype) + ". So " + cstr(self.doc.doctype) + " cannot be Cancelled.")
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raise Exception, "Validation Error."
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def on_submit(self):
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if cint(self.doc.is_pos) == 1:
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if cint(self.doc.update_stock) == 1:
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sl_obj = get_obj("Stock Ledger")
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sl_obj.validate_serial_no_warehouse(self, 'entries')
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sl_obj.validate_serial_no_warehouse(self, 'packing_details')
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sl_obj.update_serial_record(self, 'entries', is_submit = 1, is_incoming = 0)
|
||||
sl_obj.update_serial_record(self, 'packing_details', is_submit = 1, is_incoming = 0)
|
||||
|
||||
self.update_stock_ledger(update_stock=1)
|
||||
else:
|
||||
# Check for Approving Authority
|
||||
if not self.doc.recurring_id:
|
||||
get_obj('Authorization Control').validate_approving_authority(self.doc.doctype, self.doc.company, self.doc.grand_total, self)
|
||||
|
||||
self.check_prev_docstatus()
|
||||
get_obj("Sales Common").update_prevdoc_detail(1,self)
|
||||
|
||||
# this sequence because outstanding may get -ve
|
||||
self.make_gl_entries()
|
||||
|
||||
if not cint(self.doc.is_pos) == 1:
|
||||
self.update_against_document_in_jv()
|
||||
|
||||
self.update_c_form()
|
||||
|
||||
|
||||
def on_cancel(self):
|
||||
if cint(self.doc.is_pos) == 1:
|
||||
if cint(self.doc.update_stock) == 1:
|
||||
sl = get_obj('Stock Ledger')
|
||||
sl.update_serial_record(self, 'entries', is_submit = 0, is_incoming = 0)
|
||||
sl.update_serial_record(self, 'packing_details', is_submit = 0, is_incoming = 0)
|
||||
|
||||
self.update_stock_ledger(update_stock = -1)
|
||||
|
||||
sales_com_obj = get_obj(dt = 'Sales Common')
|
||||
sales_com_obj.check_stop_sales_order(self)
|
||||
self.check_next_docstatus()
|
||||
sales_com_obj.update_prevdoc_detail(0, self)
|
||||
|
||||
self.make_gl_entries(is_cancel=1)
|
||||
|
||||
def set_default_recurring_values(self):
|
||||
from webnotes.utils import cstr
|
||||
|
||||
owner_email = self.doc.owner
|
||||
if owner_email.lower() == 'administrator':
|
||||
owner_email = cstr(webnotes.conn.get_value("Profile", "Administrator", "email"))
|
||||
|
||||
ret = {
|
||||
'repeat_on_day_of_month' : getdate(self.doc.posting_date).day,
|
||||
'notification_email_address' : ', '.join([owner_email, cstr(self.doc.contact_email)]),
|
||||
}
|
||||
return ret
|
||||
|
||||
def validate_notification_email_id(self):
|
||||
if self.doc.notification_email_address:
|
||||
from webnotes.utils import validate_email_add
|
||||
for add in self.doc.notification_email_address.replace('\n', '').replace(' ', '').split(","):
|
||||
if add and not validate_email_add(add):
|
||||
msgprint("%s is not a valid email address" % add, raise_exception=1)
|
||||
else:
|
||||
msgprint("Notification Email Addresses not specified for recurring invoice",
|
||||
raise_exception=1)
|
||||
|
||||
|
||||
def on_update_after_submit(self):
|
||||
self.convert_into_recurring()
|
||||
|
||||
|
||||
|
||||
@property
|
||||
def meta(self):
|
||||
if not hasattr(self, "_meta"):
|
||||
self._meta = webnotes.get_doctype(self.doc.doctype)
|
||||
return self._meta
|
||||
|
||||
def convert_into_recurring(self):
|
||||
if self.doc.convert_into_recurring_invoice:
|
||||
self.validate_notification_email_id()
|
||||
@ -685,6 +665,53 @@ class DocType(TransactionBase):
|
||||
webnotes.conn.set(self.doc, 'recurring_id', make_autoname('RECINV/.#####'))
|
||||
elif self.doc.recurring_id:
|
||||
webnotes.conn.sql("""update `tabSales Invoice` set convert_into_recurring_invoice = 0 where recurring_id = %s""", self.doc.recurring_id)
|
||||
|
||||
def validate_notification_email_id(self):
|
||||
|
||||
if self.doc.notification_email_address:
|
||||
email_list = filter(None, [cstr(email).strip() for email in
|
||||
self.doc.notification_email_address.replace("\n", "").split(",")])
|
||||
|
||||
from webnotes.utils import validate_email_add
|
||||
for email in email_list:
|
||||
if not validate_email_add(email):
|
||||
msgprint("%s is not a valid email address" % add, raise_exception=1)
|
||||
|
||||
else:
|
||||
msgprint(
|
||||
|
||||
_("Notification Email Addresses not specified for recurring invoice",
|
||||
raise_exception=1)
|
||||
|
||||
|
||||
|
||||
for add in self.doc.notification_email_address.replace('\n', '').replace(' ', '').split(","):
|
||||
if add and not validate_email_add(add):
|
||||
msgprint("%s is not a valid email address" % add, raise_exception=1)
|
||||
else:
|
||||
msgprint("Notification Email Addresses not specified for recurring invoice",
|
||||
raise_exception=1)
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
# def set_default_recurring_values(self):
|
||||
# from webnotes.utils import cstr
|
||||
#
|
||||
# owner_email = self.doc.owner
|
||||
# if owner_email.lower() == 'administrator':
|
||||
# owner_email = cstr(webnotes.conn.get_value("Profile", "Administrator", "email"))
|
||||
#
|
||||
# ret = {
|
||||
# 'repeat_on_day_of_month' : getdate(self.doc.posting_date).day,
|
||||
# 'notification_email_address' : ', '.join([owner_email, cstr(self.doc.contact_email)]),
|
||||
# }
|
||||
# return ret
|
||||
#
|
||||
|
||||
|
||||
|
||||
|
||||
def set_next_date(self):
|
||||
""" Set next date on which auto invoice will be created"""
|
||||
@ -709,3 +736,193 @@ class DocType(TransactionBase):
|
||||
|
||||
webnotes.conn.set(self.doc, 'next_date', next_date)
|
||||
|
||||
|
||||
def manage_recurring_invoices():
|
||||
"""
|
||||
Create recurring invoices on specific date by copying the original one
|
||||
and notify the concerned people
|
||||
"""
|
||||
rv = webnotes.conn.sql("""select name, recurring_id from `tabSales Invoice` \
|
||||
where ifnull(convert_into_recurring_invoice, 0) = 1 and next_date = %s \
|
||||
and next_date <= ifnull(end_date, '2199-12-31') and docstatus=1""", nowdate())
|
||||
|
||||
|
||||
exception_list = []
|
||||
for d in rv:
|
||||
if not webnotes.conn.sql("""select name from `tabSales Invoice` \
|
||||
where posting_date = %s and recurring_id = %s and docstatus=1""", (nowdate(), d[1])):
|
||||
try:
|
||||
prev_rv = get_obj('Sales Invoice', d[0], with_children=1)
|
||||
new_rv = create_new_invoice(prev_rv)
|
||||
|
||||
send_notification(new_rv)
|
||||
webnotes.conn.commit()
|
||||
except Exception, e:
|
||||
webnotes.conn.rollback()
|
||||
|
||||
webnotes.conn.begin()
|
||||
webnotes.conn.sql("update `tabSales Invoice` set \
|
||||
convert_into_recurring_invoice = 0 where name = %s", d[0])
|
||||
notify_errors(d[0], prev_rv.doc.owner)
|
||||
webnotes.conn.commit()
|
||||
|
||||
exception_list.append(e)
|
||||
finally:
|
||||
webnotes.conn.begin()
|
||||
|
||||
if exception_list:
|
||||
exception_message = "\n\n".join([cstr(d) for d in exception_list])
|
||||
raise Exception, exception_message
|
||||
|
||||
|
||||
def notify_errors(inv, owner):
|
||||
import webnotes
|
||||
import website
|
||||
|
||||
exception_msg = """
|
||||
Dear User,
|
||||
|
||||
An error occured while creating recurring invoice from %s (at %s).
|
||||
|
||||
May be there are some invalid email ids mentioned in the invoice.
|
||||
|
||||
To stop sending repetitive error notifications from the system, we have unchecked
|
||||
"Convert into Recurring" field in the invoice %s.
|
||||
|
||||
|
||||
Please correct the invoice and make the invoice recurring again.
|
||||
|
||||
<b>It is necessary to take this action today itself for the above mentioned recurring invoice \
|
||||
to be generated. If delayed, you will have to manually change the "Repeat on Day of Month" field \
|
||||
of this invoice for generating the recurring invoice.</b>
|
||||
|
||||
Regards,
|
||||
Administrator
|
||||
|
||||
""" % (inv, website.get_site_address(), inv)
|
||||
subj = "[Urgent] Error while creating recurring invoice from %s" % inv
|
||||
|
||||
from webnotes.profile import get_system_managers
|
||||
recipients = get_system_managers()
|
||||
owner_email = webnotes.conn.get_value("Profile", owner, "email")
|
||||
if not owner_email in recipients:
|
||||
recipients.append(owner_email)
|
||||
|
||||
assign_task_to_owner(inv, exception_msg, recipients)
|
||||
sendmail(recipients, subject=subj, msg = exception_msg)
|
||||
|
||||
|
||||
|
||||
def assign_task_to_owner(inv, msg, users):
|
||||
for d in users:
|
||||
if d.lower() == 'administrator':
|
||||
d = webnotes.conn.sql("select ifnull(email_id, '') \
|
||||
from `tabProfile` where name = 'Administrator'")[0][0]
|
||||
from webnotes.widgets.form import assign_to
|
||||
args = {
|
||||
'assign_to' : d,
|
||||
'doctype' : 'Sales Invoice',
|
||||
'name' : inv,
|
||||
'description' : msg,
|
||||
'priority' : 'Urgent'
|
||||
}
|
||||
assign_to.add(args)
|
||||
|
||||
|
||||
def create_new_invoice(prev_rv):
|
||||
# clone rv
|
||||
new_rv = clone(prev_rv)
|
||||
|
||||
mdict = {'Monthly': 1, 'Quarterly': 3, 'Half-yearly': 6, 'Yearly': 12}
|
||||
mcount = mdict[prev_rv.doc.recurring_type]
|
||||
|
||||
# update new rv
|
||||
|
||||
new_rv.doc.posting_date = new_rv.doc.next_date
|
||||
new_rv.doc.aging_date = new_rv.doc.next_date
|
||||
new_rv.doc.due_date = add_days(new_rv.doc.next_date, cint(date_diff(prev_rv.doc.due_date, prev_rv.doc.posting_date)))
|
||||
new_rv.doc.invoice_period_from_date = get_next_date(new_rv.doc.invoice_period_from_date, mcount)
|
||||
new_rv.doc.invoice_period_to_date = get_next_date(new_rv.doc.invoice_period_to_date, mcount)
|
||||
new_rv.doc.owner = prev_rv.doc.owner
|
||||
new_rv.doc.save()
|
||||
|
||||
# submit and after submit
|
||||
new_rv.submit()
|
||||
new_rv.update_after_submit()
|
||||
|
||||
return new_rv
|
||||
|
||||
def get_next_date(dt, mcount):
|
||||
import datetime
|
||||
m = getdate(dt).month + mcount
|
||||
y = getdate(dt).year
|
||||
d = getdate(dt).day
|
||||
if m > 12:
|
||||
m, y = m-12, y+1
|
||||
try:
|
||||
next_month_date = datetime.date(y, m, d)
|
||||
except:
|
||||
import calendar
|
||||
last_day = calendar.monthrange(y, m)[1]
|
||||
next_month_date = datetime.date(y, m, last_day)
|
||||
return next_month_date.strftime("%Y-%m-%d")
|
||||
|
||||
|
||||
def send_notification(new_rv):
|
||||
"""Notify concerned persons about recurring invoice generation"""
|
||||
subject = "Invoice : " + new_rv.doc.name
|
||||
|
||||
com = new_rv.doc.company # webnotes.conn.get_value('Control Panel', '', 'letter_head')
|
||||
|
||||
hd = '''<div><h2>%s</h2></div>
|
||||
<div><h3>Invoice: %s</h3></div>
|
||||
<table cellspacing= "5" cellpadding="5" width = "100%%">
|
||||
<tr>
|
||||
<td width = "50%%"><b>Customer</b><br>%s<br>%s</td>
|
||||
<td width = "50%%">Invoice Date : %s<br>Invoice Period : %s to %s <br>Due Date : %s</td>
|
||||
</tr>
|
||||
</table>
|
||||
''' % (com, new_rv.doc.name, new_rv.doc.customer_name, new_rv.doc.address_display, getdate(new_rv.doc.posting_date).strftime("%d-%m-%Y"), \
|
||||
getdate(new_rv.doc.invoice_period_from_date).strftime("%d-%m-%Y"), getdate(new_rv.doc.invoice_period_to_date).strftime("%d-%m-%Y"),\
|
||||
getdate(new_rv.doc.due_date).strftime("%d-%m-%Y"))
|
||||
|
||||
|
||||
tbl = '''<table border="1px solid #CCC" width="100%%" cellpadding="0px" cellspacing="0px">
|
||||
<tr>
|
||||
<td width = "15%%" bgcolor="#CCC" align="left"><b>Item</b></td>
|
||||
<td width = "40%%" bgcolor="#CCC" align="left"><b>Description</b></td>
|
||||
<td width = "15%%" bgcolor="#CCC" align="center"><b>Qty</b></td>
|
||||
<td width = "15%%" bgcolor="#CCC" align="center"><b>Rate</b></td>
|
||||
<td width = "15%%" bgcolor="#CCC" align="center"><b>Amount</b></td>
|
||||
</tr>
|
||||
'''
|
||||
for d in getlist(new_rv.doclist, 'entries'):
|
||||
tbl += '<tr><td>' + d.item_code +'</td><td>' + d.description+'</td><td>' + cstr(d.qty) +'</td><td>' + cstr(d.basic_rate) +'</td><td>' + cstr(d.amount) +'</td></tr>'
|
||||
tbl += '</table>'
|
||||
|
||||
totals =''' <table cellspacing= "5" cellpadding="5" width = "100%%">
|
||||
<tr>
|
||||
<td width = "50%%"></td>
|
||||
<td width = "50%%">
|
||||
<table width = "100%%">
|
||||
<tr>
|
||||
<td width = "50%%">Net Total: </td><td>%s </td>
|
||||
</tr><tr>
|
||||
<td width = "50%%">Total Tax: </td><td>%s </td>
|
||||
</tr><tr>
|
||||
<td width = "50%%">Grand Total: </td><td>%s</td>
|
||||
</tr><tr>
|
||||
<td width = "50%%">In Words: </td><td>%s</td>
|
||||
</tr>
|
||||
</table>
|
||||
</td>
|
||||
</tr>
|
||||
<tr><td>Terms and Conditions:</td></tr>
|
||||
<tr><td>%s</td></tr>
|
||||
</table>
|
||||
''' % (new_rv.doc.net_total, new_rv.doc.other_charges_total,new_rv.doc.grand_total, new_rv.doc.in_words,new_rv.doc.terms)
|
||||
|
||||
|
||||
msg = hd + tbl + totals
|
||||
recipients = new_rv.doc.notification_email_address.replace('\n', '').replace(' ', '').split(",")
|
||||
sendmail(recipients, subject=subject, msg = msg)
|
||||
|
||||
@ -2,12 +2,13 @@
|
||||
{
|
||||
"owner": "Administrator",
|
||||
"docstatus": 0,
|
||||
"creation": "2012-10-10 10:52:22",
|
||||
"creation": "2012-09-10 12:22:26",
|
||||
"modified_by": "Administrator",
|
||||
"modified": "2012-09-07 11:56:59"
|
||||
"modified": "2012-11-30 12:29:56"
|
||||
},
|
||||
{
|
||||
"is_submittable": 1,
|
||||
"autoname": "naming_series:",
|
||||
"allow_attach": 1,
|
||||
"default_print_format": "Standard",
|
||||
"search_fields": "posting_date, due_date, debit_to, fiscal_year, grand_total, outstanding_amount",
|
||||
@ -34,6 +35,15 @@
|
||||
"name": "Sales Invoice",
|
||||
"doctype": "DocType"
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"oldfieldtype": "Section Break",
|
||||
"doctype": "DocField",
|
||||
"label": "Basic Info",
|
||||
"fieldname": "basic_info",
|
||||
"fieldtype": "Section Break",
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"print_hide": 0,
|
||||
"oldfieldtype": "Column Break",
|
||||
@ -217,9 +227,9 @@
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 1,
|
||||
"oldfieldtype": "Table",
|
||||
"colour": "White:FFF",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Entries",
|
||||
"oldfieldname": "entries",
|
||||
@ -428,9 +438,9 @@
|
||||
"permlevel": 0
|
||||
},
|
||||
{
|
||||
"allow_on_submit": 1,
|
||||
"oldfieldtype": "Table",
|
||||
"colour": "White:FFF",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Taxes and Charges1",
|
||||
"oldfieldname": "other_charges",
|
||||
@ -1174,6 +1184,7 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"depends_on": "eval:doc.docstatus<2",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Recurring Invoice",
|
||||
@ -1193,7 +1204,7 @@
|
||||
"print_hide": 1,
|
||||
"description": "Check if recurring invoice, uncheck to stop recurring or put proper End Date",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.docstatus==1",
|
||||
"depends_on": "eval:doc.docstatus<2",
|
||||
"colour": "White:FFF",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
@ -1205,23 +1216,24 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"allow_on_submit": 1,
|
||||
"description": "Select the period when the invoice will be generated automatically",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"colour": "White:FFF",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Recurring Type",
|
||||
"options": "Monthly\nQuarterly\nHalf-yearly\nYearly",
|
||||
"permlevel": 0,
|
||||
"fieldname": "recurring_type",
|
||||
"fieldtype": "Select",
|
||||
"permlevel": 0
|
||||
"options": "Monthly\nQuarterly\nHalf-yearly\nYearly"
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"allow_on_submit": 1,
|
||||
"description": "The day of the month on which auto invoice will be generated e.g. 05, 28 etc ",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Repeat on Day of Month",
|
||||
"fieldname": "repeat_on_day_of_month",
|
||||
@ -1230,11 +1242,11 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"allow_on_submit": 1,
|
||||
"description": "Start date of the invoice period",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"colour": "White:FFF",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Invoice Period From Date",
|
||||
"fieldname": "invoice_period_from_date",
|
||||
@ -1243,10 +1255,10 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"allow_on_submit": 1,
|
||||
"description": "End date of the invoice period",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Invoice Period To Date",
|
||||
"fieldname": "invoice_period_to_date",
|
||||
@ -1264,10 +1276,10 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"allow_on_submit": 1,
|
||||
"description": "Enter email id separated by commas, invoice will be mailed automatically on particular date",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "Notification Email Address",
|
||||
"fieldname": "notification_email_address",
|
||||
@ -1276,9 +1288,10 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"description": "The unique id for tracking all recurring invoices ",
|
||||
"description": "The unique id for tracking all recurring invoices.\u00a0It is generated on submit.",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Recurring Id",
|
||||
"fieldname": "recurring_id",
|
||||
@ -1287,9 +1300,10 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"description": "The date on which next invoice will be generated ",
|
||||
"description": "The date on which next invoice will be generated. It is generated on submit.\n",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"colour": "White:FFF",
|
||||
"doctype": "DocField",
|
||||
"label": "Next Date",
|
||||
"fieldname": "next_date",
|
||||
@ -1298,10 +1312,10 @@
|
||||
},
|
||||
{
|
||||
"print_hide": 1,
|
||||
"allow_on_submit": 1,
|
||||
"description": "The date on which recurring invoice will be stop",
|
||||
"no_copy": 1,
|
||||
"depends_on": "eval:doc.convert_into_recurring_invoice==1",
|
||||
"allow_on_submit": 1,
|
||||
"doctype": "DocField",
|
||||
"label": "End Date",
|
||||
"fieldname": "end_date",
|
||||
|
||||
Loading…
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Reference in New Issue
Block a user