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Merge branch 'develop' into quoted-item-report

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rohitwaghchaure 2020-05-15 04:54:40 +05:30 committed by GitHub
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24 changed files with 384 additions and 219 deletions
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17
.travis.yml
View File

@ -1,6 +1,5 @@
dist: trusty
language: python
dist: trusty
git:
depth: 1
@ -14,21 +13,10 @@ addons:
jobs:
include:
- name: "Python 2.7 Server Side Test"
python: 2.7
script: bench --site test_site run-tests --app erpnext --coverage
- name: "Python 3.6 Server Side Test"
python: 3.6
script: bench --site test_site run-tests --app erpnext --coverage
- name: "Python 2.7 Patch Test"
python: 2.7
before_script:
- wget http://build.erpnext.com/20171108_190013_955977f8_database.sql.gz
- bench --site test_site --force restore ~/frappe-bench/20171108_190013_955977f8_database.sql.gz
script: bench --site test_site migrate
- name: "Python 3.6 Patch Test"
python: 3.6
before_script:
@ -40,8 +28,7 @@ install:
- cd ~
- nvm install 10
- git clone https://github.com/frappe/bench --depth 1
- pip install -e ./bench
- pip install frappe-bench
- git clone https://github.com/frappe/frappe --branch $TRAVIS_BRANCH --depth 1
- bench init --skip-assets --frappe-path ~/frappe --python $(which python) frappe-bench

2
erpnext/accounts/dashboard_chart_source/account_balance_timeline/account_balance_timeline.py
View File

@ -14,7 +14,7 @@ from frappe.utils.nestedset import get_descendants_of
@frappe.whitelist()
@cache_source
def get(chart_name = None, chart = None, no_cache = None, filters = None, from_date = None,
to_date = None, timespan = None, time_interval = None):
to_date = None, timespan = None, time_interval = None, heatmap_year = None):
if chart_name:
chart = frappe.get_doc('Dashboard Chart', chart_name)
else:

176
erpnext/accounts/dashboard_fixtures.py
View File

@ -1,15 +1,22 @@
# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
from erpnext import get_default_company
import frappe
import json
def get_data():
return frappe._dict({
"dashboards": get_dashboards(),
"charts": get_charts(),
data = frappe._dict({
"dashboards": [],
"charts": []
})
company = get_company_for_dashboards()
if company:
company_doc = frappe.get_doc("Company", company)
data.dashboards = get_dashboards()
data.charts = get_charts(company_doc)
return data
def get_dashboards():
return [{
@ -24,88 +31,87 @@ def get_dashboards():
]
}]
def get_charts():
company = frappe.get_doc("Company", get_company_for_dashboards())
def get_charts(company):
income_account = company.default_income_account or get_account("Income Account", company.name)
expense_account = company.default_expense_account or get_account("Expense Account", company.name)
bank_account = company.default_bank_account or get_account("Bank", company.name)
return [
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Income",
"chart_name": "Income",
"timespan": "Last Year",
"color": None,
"filters_json": json.dumps({"company": company.name, "account": income_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Expenses",
"chart_name": "Expenses",
"timespan": "Last Year",
"color": None,
"filters_json": json.dumps({"company": company.name, "account": expense_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Bank Balance",
"chart_name": "Bank Balance",
"timespan": "Last Year",
"color": "#ffb868",
"filters_json": json.dumps({"company": company.name, "account": bank_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Monthly",
"name": "Incoming Bills (Purchase Invoice)",
"chart_name": "Incoming Bills (Purchase Invoice)",
"timespan": "Last Year",
"color": "#a83333",
"value_based_on": "base_grand_total",
"filters_json": json.dumps({}),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Purchase Invoice",
"type": "Bar"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Monthly",
"name": "Outgoing Bills (Sales Invoice)",
"chart_name": "Outgoing Bills (Sales Invoice)",
"timespan": "Last Year",
"color": "#7b933d",
"value_based_on": "base_grand_total",
"filters_json": json.dumps({}),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Sales Invoice",
"type": "Bar"
}
]
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Income",
"chart_name": "Income",
"timespan": "Last Year",
"color": None,
"filters_json": json.dumps({"company": company.name, "account": income_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Expenses",
"chart_name": "Expenses",
"timespan": "Last Year",
"color": None,
"filters_json": json.dumps({"company": company.name, "account": expense_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Quarterly",
"name": "Bank Balance",
"chart_name": "Bank Balance",
"timespan": "Last Year",
"color": "#ffb868",
"filters_json": json.dumps({"company": company.name, "account": bank_account}),
"source": "Account Balance Timeline",
"chart_type": "Custom",
"timeseries": 1,
"owner": "Administrator",
"type": "Line"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Monthly",
"name": "Incoming Bills (Purchase Invoice)",
"chart_name": "Incoming Bills (Purchase Invoice)",
"timespan": "Last Year",
"color": "#a83333",
"value_based_on": "base_grand_total",
"filters_json": json.dumps({}),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Purchase Invoice",
"type": "Bar"
},
{
"doctype": "Dashboard Chart",
"time_interval": "Monthly",
"name": "Outgoing Bills (Sales Invoice)",
"chart_name": "Outgoing Bills (Sales Invoice)",
"timespan": "Last Year",
"color": "#7b933d",
"value_based_on": "base_grand_total",
"filters_json": json.dumps({}),
"chart_type": "Sum",
"timeseries": 1,
"based_on": "posting_date",
"owner": "Administrator",
"document_type": "Sales Invoice",
"type": "Bar"
}
]
def get_account(account_type, company):
accounts = frappe.get_list("Account", filters={"account_type": account_type, "company": company})
@ -113,11 +119,9 @@ def get_account(account_type, company):
return accounts[0].name
def get_company_for_dashboards():
company = frappe.defaults.get_defaults().company
if company:
return company
else:
company = get_default_company()
if not company:
company_list = frappe.get_list("Company")
if company_list:
return company_list[0].name
return None
company = company_list[0].name
return company

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

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

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

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

4
erpnext/crm/doctype/linkedin_settings/linkedin_settings.py
View File

@ -15,7 +15,7 @@ class LinkedInSettings(Document):
params = urlencode({
"response_type":"code",
"client_id": self.consumer_key,
"redirect_uri": get_site_url(frappe.local.site) + "/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?",
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(frappe.utils.get_url()),
"scope": "r_emailaddress w_organization_social r_basicprofile r_liteprofile r_organization_social rw_organization_admin w_member_social"
})
@ -30,7 +30,7 @@ class LinkedInSettings(Document):
"code": code,
"client_id": self.consumer_key,
"client_secret": self.get_password(fieldname="consumer_secret"),
"redirect_uri": get_site_url(frappe.local.site) + "/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?",
"redirect_uri": "{0}/api/method/erpnext.crm.doctype.linkedin_settings.linkedin_settings.callback?".format(frappe.utils.get_url()),
}
headers = {
"Content-Type": "application/x-www-form-urlencoded"

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

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

14
erpnext/crm/doctype/twitter_settings/twitter_settings.py
View File

@ -31,13 +31,13 @@ class TwitterSettings(Document):
try:
auth.get_access_token(oauth_verifier)
api = self.get_api()
api = self.get_api(auth.access_token, auth.access_token_secret)
user = api.me()
profile_pic = (user._json["profile_image_url"]).replace("_normal","")
frappe.db.set_value(self.doctype, self.name, {
"oauth_token" : auth.access_token,
"oauth_secret" : auth.access_token_secret,
"access_token" : auth.access_token,
"access_token_secret" : auth.access_token_secret,
"account_name" : user._json["screen_name"],
"profile_pic" : profile_pic,
"session_status" : "Active"
@ -49,11 +49,11 @@ class TwitterSettings(Document):
frappe.msgprint(_("Error! Failed to get access token."))
frappe.throw(_('Invalid Consumer Key or Consumer Secret Key'))
def get_api(self):
def get_api(self, access_token, access_token_secret):
# authentication of consumer key and secret
auth = tweepy.OAuthHandler(self.consumer_key, self.get_password(fieldname="consumer_secret"))
# authentication of access token and secret
auth.set_access_token(self.oauth_token, self.get_password(fieldname="oauth_secret"))
auth.set_access_token(access_token, access_token_secret)
return tweepy.API(auth)
@ -67,13 +67,13 @@ class TwitterSettings(Document):
def upload_image(self, media):
media = get_file_path(media)
api = self.get_api()
api = self.get_api(self.access_token, self.access_token_secret)
media = api.media_upload(media)
return media.media_id
def send_tweet(self, text, media_id=None):
api = self.get_api()
api = self.get_api(self.access_token, self.access_token_secret)
try:
if media_id:
response = api.update_status(status = text, media_ids = [media_id])

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

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

4
erpnext/patches.txt
View File

@ -680,4 +680,6 @@ erpnext.patches.v12_0.update_appointment_reminder_scheduler_entry
erpnext.patches.v12_0.retain_permission_rules_for_video_doctype
erpnext.patches.v13_0.patch_to_fix_reverse_linking_in_additional_salary_encashment_and_incentive
execute:frappe.delete_doc_if_exists("Page", "appointment-analytic")
erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation
execute:frappe.rename_doc("Desk Page", "Getting Started", "Home", force=True)
erpnext.patches.v12_0.unset_customer_supplier_based_on_type_of_item_price
erpnext.patches.v12_0.set_valid_till_date_in_supplier_quotation

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4
erpnext/setup/doctype/company/test_company.py
View File

@ -47,9 +47,7 @@ class TestCompany(unittest.TestCase):
frappe.delete_doc("Company", "COA from Existing Company")
def test_coa_based_on_country_template(self):
countries = ["India", "Brazil", "United Arab Emirates", "Canada", "Germany", "France",
"Guatemala", "Indonesia", "Italy", "Mexico", "Nicaragua", "Netherlands", "Singapore",
"Brazil", "Argentina", "Hungary", "Taiwan"]
countries = ["Canada", "Germany", "France"]
for country in countries:
templates = get_charts_for_country(country)

3
erpnext/setup/doctype/territory/territory.py
View File

@ -3,8 +3,6 @@
from __future__ import unicode_literals
import frappe
from frappe.utils import flt
from frappe import _
@ -14,6 +12,7 @@ class Territory(NestedSet):
nsm_parent_field = 'parent_territory'
def validate(self):
for d in self.get('targets') or []:
if not flt(d.target_qty) and not flt(d.target_amount):
frappe.throw(_("Either target qty or target amount is mandatory"))

7
erpnext/stock/doctype/item_price/item_price.py
View File

@ -69,3 +69,10 @@ class ItemPrice(Document):
self.reference = self.customer
if self.buying:
self.reference = self.supplier
if self.selling and not self.buying:
# if only selling then remove supplier
self.supplier = None
if self.buying and not self.selling:
# if only buying then remove customer
self.customer = None

2
erpnext/stock/doctype/stock_entry/stock_entry.py
View File

@ -470,7 +470,7 @@ class StockEntry(StockController):
"qty": item.s_warehouse and -1*flt(item.transfer_qty) or flt(item.transfer_qty),
"serial_no": item.serial_no,
"voucher_type": self.doctype,
"voucher_no": item.name,
"voucher_no": self.name,
"company": self.company,
"allow_zero_valuation": item.allow_zero_valuation_rate,
})

2
erpnext/stock/get_item_details.py
View File

@ -630,7 +630,7 @@ def get_item_price(args, item_code, ignore_party=False):
elif args.get("supplier"):
conditions += " and supplier=%(supplier)s"
else:
conditions += " and (customer is null or customer = '') and (supplier is null or supplier = '')"
conditions += "and (customer is null or customer = '') and (supplier is null or supplier = '')"
if args.get('transaction_date'):
conditions += """ and %(transaction_date)s between

13
erpnext/stock/stock_ledger.py
View File

@ -548,7 +548,16 @@ def get_valuation_rate(item_code, warehouse, voucher_type, voucher_no,
if not allow_zero_rate and not valuation_rate and raise_error_if_no_rate \
and cint(erpnext.is_perpetual_inventory_enabled(company)):
frappe.local.message_log = []
frappe.throw(_("Valuation rate not found for the Item {0}, which is required to do accounting entries for {1} {2}. If the item is transacting as a zero valuation rate item in the {1}, please mention that in the {1} Item table. Otherwise, please create an incoming stock transaction for the item or mention valuation rate in the Item record, and then try submiting / cancelling this entry.")
.format(item_code, voucher_type, voucher_no))
form_link = frappe.utils.get_link_to_form("Item", item_code)
message = _("Valuation Rate for the Item {0}, is required to do accounting entries for {1} {2}.").format(form_link, voucher_type, voucher_no)
message += "<br><br>" + _(" Here are the options to proceed:")
solutions = "<li>" + _("If the item is transacting as a Zero Valuation Rate item in this entry, please enable 'Allow Zero Valuation Rate' in the {0} Item table.").format(voucher_type) + "</li>"
solutions += "<li>" + _("If not, you can Cancel / Submit this entry ") + _("{0}").format(frappe.bold("after")) + _(" performing either one below:") + "</li>"
sub_solutions = "<ul><li>" + _("Create an incoming stock transaction for the Item.") + "</li>"
sub_solutions += "<li>" + _("Mention Valuation Rate in the Item master.") + "</li></ul>"
msg = message + solutions + sub_solutions + "</li>"
frappe.throw(msg=msg, title=_("Valuation Rate Missing"))
return valuation_rate