diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.js b/erpnext/accounts/doctype/payment_entry/payment_entry.js
index f5c488d0f9..6412772073 100644
--- a/erpnext/accounts/doctype/payment_entry/payment_entry.js
+++ b/erpnext/accounts/doctype/payment_entry/payment_entry.js
@@ -92,14 +92,16 @@ frappe.ui.form.on('Payment Entry', {
});
frm.set_query("reference_doctype", "references", function() {
- if (frm.doc.party_type=="Customer") {
+ if (frm.doc.party_type == "Customer") {
var doctypes = ["Sales Order", "Sales Invoice", "Journal Entry", "Dunning"];
- } else if (frm.doc.party_type=="Supplier") {
+ } else if (frm.doc.party_type == "Supplier") {
var doctypes = ["Purchase Order", "Purchase Invoice", "Journal Entry"];
- } else if (frm.doc.party_type=="Employee") {
+ } else if (frm.doc.party_type == "Employee") {
var doctypes = ["Expense Claim", "Journal Entry"];
- } else if (frm.doc.party_type=="Student") {
+ } else if (frm.doc.party_type == "Student") {
var doctypes = ["Fees"];
+ } else if (frm.doc.party_type == "Donor") {
+ var doctypes = ["Donation"];
} else {
var doctypes = ["Journal Entry"];
}
@@ -128,7 +130,7 @@ frappe.ui.form.on('Payment Entry', {
const child = locals[cdt][cdn];
const filters = {"docstatus": 1, "company": doc.company};
const party_type_doctypes = ['Sales Invoice', 'Sales Order', 'Purchase Invoice',
- 'Purchase Order', 'Expense Claim', 'Fees', 'Dunning'];
+ 'Purchase Order', 'Expense Claim', 'Fees', 'Dunning', 'Donation'];
if (in_list(party_type_doctypes, child.reference_doctype)) {
filters[doc.party_type.toLowerCase()] = doc.party;
@@ -281,7 +283,7 @@ frappe.ui.form.on('Payment Entry', {
let party_types = Object.keys(frappe.boot.party_account_types);
if(frm.doc.party_type && !party_types.includes(frm.doc.party_type)){
frm.set_value("party_type", "");
- frappe.throw(__("Party can only be one of "+ party_types.join(", ")));
+ frappe.throw(__("Party can only be one of {0}", [party_types.join(", ")]));
}
frm.set_query("party", function() {
@@ -705,7 +707,8 @@ frappe.ui.form.on('Payment Entry', {
(frm.doc.payment_type=="Receive" && frm.doc.party_type=="Customer") ||
(frm.doc.payment_type=="Pay" && frm.doc.party_type=="Supplier") ||
(frm.doc.payment_type=="Pay" && frm.doc.party_type=="Employee") ||
- (frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student")
+ (frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student") ||
+ (frm.doc.payment_type=="Receive" && frm.doc.party_type=="Donor")
) {
if(total_positive_outstanding > total_negative_outstanding)
if (!frm.doc.paid_amount)
@@ -748,7 +751,8 @@ frappe.ui.form.on('Payment Entry', {
(frm.doc.payment_type=="Receive" && frm.doc.party_type=="Customer") ||
(frm.doc.payment_type=="Pay" && frm.doc.party_type=="Supplier") ||
(frm.doc.payment_type=="Pay" && frm.doc.party_type=="Employee") ||
- (frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student")
+ (frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student") ||
+ (frm.doc.payment_type=="Receive" && frm.doc.party_type=="Donor")
) {
if(total_positive_outstanding_including_order > paid_amount) {
var remaining_outstanding = total_positive_outstanding_including_order - paid_amount;
@@ -905,6 +909,12 @@ frappe.ui.form.on('Payment Entry', {
frappe.msgprint(__("Row #{0}: Reference Document Type must be one of Expense Claim or Journal Entry", [row.idx]));
return false;
}
+
+ if (frm.doc.party_type == "Donor" && row.reference_doctype != "Donation") {
+ frappe.model.set_value(row.doctype, row.name, "reference_doctype", null);
+ frappe.msgprint(__("Row #{0}: Reference Document Type must be Donation", [row.idx]));
+ return false;
+ }
}
if (row) {
diff --git a/erpnext/accounts/doctype/payment_entry/payment_entry.py b/erpnext/accounts/doctype/payment_entry/payment_entry.py
index 61858b3339..97a89b66c7 100644
--- a/erpnext/accounts/doctype/payment_entry/payment_entry.py
+++ b/erpnext/accounts/doctype/payment_entry/payment_entry.py
@@ -72,6 +72,7 @@ class PaymentEntry(AccountsController):
self.update_outstanding_amounts()
self.update_advance_paid()
self.update_expense_claim()
+ self.update_donation()
self.update_payment_schedule()
self.set_status()
@@ -82,6 +83,7 @@ class PaymentEntry(AccountsController):
self.update_outstanding_amounts()
self.update_advance_paid()
self.update_expense_claim()
+ self.update_donation(cancel=1)
self.delink_advance_entry_references()
self.update_payment_schedule(cancel=1)
self.set_payment_req_status()
@@ -245,6 +247,8 @@ class PaymentEntry(AccountsController):
valid_reference_doctypes = ("Expense Claim", "Journal Entry", "Employee Advance")
elif self.party_type == "Shareholder":
valid_reference_doctypes = ("Journal Entry")
+ elif self.party_type == "Donor":
+ valid_reference_doctypes = ("Donation")
for d in self.get("references"):
if not d.allocated_amount:
@@ -618,6 +622,13 @@ class PaymentEntry(AccountsController):
doc = frappe.get_doc("Expense Claim", d.reference_name)
update_reimbursed_amount(doc, self.name)
+ def update_donation(self, cancel=0):
+ if self.payment_type == "Receive" and self.party_type == "Donor" and self.party:
+ for d in self.get("references"):
+ if d.reference_doctype=="Donation" and d.reference_name:
+ is_paid = 0 if cancel else 1
+ frappe.db.set_value("Donation", d.reference_name, "paid", is_paid)
+
def on_recurring(self, reference_doc, auto_repeat_doc):
self.reference_no = reference_doc.name
self.reference_date = nowdate()
@@ -917,6 +928,9 @@ def get_reference_details(reference_doctype, reference_name, party_account_curre
total_amount = ref_doc.get("grand_total")
exchange_rate = 1
outstanding_amount = ref_doc.get("outstanding_amount")
+ elif reference_doctype == "Donation":
+ total_amount = ref_doc.get("amount")
+ exchange_rate = 1
elif reference_doctype == "Dunning":
total_amount = ref_doc.get("dunning_amount")
exchange_rate = 1
@@ -1166,8 +1180,10 @@ def set_party_type(dt):
party_type = "Supplier"
elif dt in ("Expense Claim", "Employee Advance"):
party_type = "Employee"
- elif dt in ("Fees"):
+ elif dt == "Fees":
party_type = "Student"
+ elif dt == "Donation":
+ party_type = "Donor"
return party_type
def set_party_account(dt, dn, doc, party_type):
@@ -1193,7 +1209,7 @@ def set_party_account_currency(dt, party_account, doc):
return party_account_currency
def set_payment_type(dt, doc):
- if (dt == "Sales Order" or (dt in ("Sales Invoice", "Fees", "Dunning") and doc.outstanding_amount > 0)) \
+ if (dt in ("Sales Order", "Donation") or (dt in ("Sales Invoice", "Fees", "Dunning") and doc.outstanding_amount > 0)) \
or (dt=="Purchase Invoice" and doc.outstanding_amount < 0):
payment_type = "Receive"
else:
@@ -1226,6 +1242,9 @@ def set_grand_total_and_outstanding_amount(party_amount, dt, party_account_curre
elif dt == "Dunning":
grand_total = doc.grand_total
outstanding_amount = doc.grand_total
+ elif dt == "Donation":
+ grand_total = doc.amount
+ outstanding_amount = doc.amount
else:
if party_account_currency == doc.company_currency:
grand_total = flt(doc.get("base_rounded_total") or doc.base_grand_total)
diff --git a/erpnext/non_profit/doctype/membership_settings/__init__.py b/erpnext/non_profit/doctype/donation/__init__.py
similarity index 100%
rename from erpnext/non_profit/doctype/membership_settings/__init__.py
rename to erpnext/non_profit/doctype/donation/__init__.py
diff --git a/erpnext/non_profit/doctype/donation/donation.js b/erpnext/non_profit/doctype/donation/donation.js
new file mode 100644
index 0000000000..10e8220144
--- /dev/null
+++ b/erpnext/non_profit/doctype/donation/donation.js
@@ -0,0 +1,26 @@
+// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Donation', {
+ refresh: function(frm) {
+ if (frm.doc.docstatus === 1 && !frm.doc.paid) {
+ frm.add_custom_button(__('Create Payment Entry'), function() {
+ frm.events.make_payment_entry(frm);
+ });
+ }
+ },
+
+ make_payment_entry: function(frm) {
+ return frappe.call({
+ method: 'erpnext.accounts.doctype.payment_entry.payment_entry.get_payment_entry',
+ args: {
+ 'dt': frm.doc.doctype,
+ 'dn': frm.doc.name
+ },
+ callback: function(r) {
+ var doc = frappe.model.sync(r.message);
+ frappe.set_route('Form', doc[0].doctype, doc[0].name);
+ }
+ });
+ },
+});
diff --git a/erpnext/non_profit/doctype/donation/donation.json b/erpnext/non_profit/doctype/donation/donation.json
new file mode 100644
index 0000000000..6759569d54
--- /dev/null
+++ b/erpnext/non_profit/doctype/donation/donation.json
@@ -0,0 +1,156 @@
+{
+ "actions": [],
+ "autoname": "naming_series:",
+ "creation": "2021-02-17 10:28:52.645731",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "naming_series",
+ "donor",
+ "donor_name",
+ "email",
+ "column_break_4",
+ "company",
+ "date",
+ "payment_details_section",
+ "paid",
+ "amount",
+ "mode_of_payment",
+ "razorpay_payment_id",
+ "amended_from"
+ ],
+ "fields": [
+ {
+ "fieldname": "donor",
+ "fieldtype": "Link",
+ "label": "Donor",
+ "options": "Donor",
+ "reqd": 1
+ },
+ {
+ "fetch_from": "donor.donor_name",
+ "fieldname": "donor_name",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Donor Name",
+ "read_only": 1
+ },
+ {
+ "fetch_from": "donor.email",
+ "fieldname": "email",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Email",
+ "read_only": 1
+ },
+ {
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "date",
+ "fieldtype": "Date",
+ "label": "Date",
+ "reqd": 1
+ },
+ {
+ "fieldname": "payment_details_section",
+ "fieldtype": "Section Break",
+ "label": "Payment Details"
+ },
+ {
+ "fieldname": "amount",
+ "fieldtype": "Currency",
+ "label": "Amount",
+ "reqd": 1
+ },
+ {
+ "fieldname": "mode_of_payment",
+ "fieldtype": "Link",
+ "label": "Mode of Payment",
+ "options": "Mode of Payment"
+ },
+ {
+ "fieldname": "razorpay_payment_id",
+ "fieldtype": "Data",
+ "label": "Razorpay Payment ID",
+ "read_only": 1
+ },
+ {
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "label": "Naming Series",
+ "options": "NPO-DTN-.YYYY.-"
+ },
+ {
+ "default": "0",
+ "fieldname": "paid",
+ "fieldtype": "Check",
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Paid"
+ },
+ {
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
+ {
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "label": "Amended From",
+ "no_copy": 1,
+ "options": "Donation",
+ "print_hide": 1,
+ "read_only": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "is_submittable": 1,
+ "links": [],
+ "modified": "2021-03-11 10:53:11.269005",
+ "modified_by": "Administrator",
+ "module": "Non Profit",
+ "name": "Donation",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "select": 1,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Non Profit Manager",
+ "select": 1,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "search_fields": "donor_name, email",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "donor_name",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/donation/donation.py b/erpnext/non_profit/doctype/donation/donation.py
new file mode 100644
index 0000000000..e947588482
--- /dev/null
+++ b/erpnext/non_profit/doctype/donation/donation.py
@@ -0,0 +1,215 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+import six
+import json
+from frappe.model.document import Document
+from frappe import _
+from frappe.utils import getdate, flt, get_link_to_form
+from frappe.email import sendmail_to_system_managers
+from erpnext.non_profit.doctype.membership.membership import verify_signature
+
+class Donation(Document):
+ def validate(self):
+ if not self.donor or not frappe.db.exists('Donor', self.donor):
+ # for web forms
+ user_type = frappe.db.get_value('User', frappe.session.user, 'user_type')
+ if user_type == 'Website User':
+ self.create_donor_for_website_user()
+ else:
+ frappe.throw(_('Please select a Member'))
+
+ def create_donor_for_website_user(self):
+ donor_name = frappe.get_value('Donor', dict(email=frappe.session.user))
+
+ if not donor_name:
+ user = frappe.get_doc('User', frappe.session.user)
+ donor = frappe.get_doc(dict(
+ doctype='Donor',
+ donor_type=self.get('donor_type'),
+ email=frappe.session.user,
+ member_name=user.get_fullname()
+ )).insert(ignore_permissions=True)
+ donor_name = donor.name
+
+ if self.get('__islocal'):
+ self.donor = donor_name
+
+ def on_payment_authorized(self, *args, **kwargs):
+ self.load_from_db()
+ self.create_payment_entry()
+
+ def create_payment_entry(self):
+ settings = frappe.get_doc('Non Profit Settings')
+ if not settings.automate_donation_payment_entries:
+ return
+
+ if not settings.donation_payment_account:
+ frappe.throw(_('You need to set Payment Account for Donation in {0}').format(
+ get_link_to_form('Non Profit Settings', 'Non Profit Settings')))
+
+ from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
+
+ frappe.flags.ignore_account_permission = True
+ pe = get_payment_entry(dt=self.doctype, dn=self.name)
+ frappe.flags.ignore_account_permission = False
+ pe.paid_from = settings.donation_debit_account
+ pe.paid_to = settings.donation_payment_account
+ pe.reference_no = self.name
+ pe.reference_date = getdate()
+ pe.flags.ignore_mandatory = True
+ pe.insert()
+ pe.submit()
+
+
+@frappe.whitelist(allow_guest=True)
+def capture_razorpay_donations(*args, **kwargs):
+ """
+ Creates Donation from Razorpay Webhook Request Data on payment.captured event
+ Creates Donor from email if not found
+ """
+ data = frappe.request.get_data(as_text=True)
+
+ try:
+ verify_signature(data, endpoint='Donation')
+ except Exception as e:
+ log = frappe.log_error(e, 'Donation Webhook Verification Error')
+ notify_failure(log)
+ return { 'status': 'Failed', 'reason': e }
+
+ if isinstance(data, six.string_types):
+ data = json.loads(data)
+ data = frappe._dict(data)
+
+ payment = data.payload.get('payment', {}).get('entity', {})
+ payment = frappe._dict(payment)
+
+ try:
+ if not data.event == 'payment.captured':
+ return
+
+ donor = get_donor(payment.email)
+ if not donor:
+ donor = create_donor(payment)
+
+ donation = create_donation(donor, payment)
+ donation.run_method('create_payment_entry')
+
+ except Exception as e:
+ message = '{0}\n\n{1}\n\n{2}: {3}'.format(e, frappe.get_traceback(), _('Payment ID'), payment.id)
+ log = frappe.log_error(message, _('Error creating donation entry for {0}').format(donor.name))
+ notify_failure(log)
+ return { 'status': 'Failed', 'reason': e }
+
+ return { 'status': 'Success' }
+
+
+def create_donation(donor, payment):
+ if not frappe.db.exists('Mode of Payment', payment.method):
+ create_mode_of_payment(payment.method)
+
+ company = get_company_for_donations()
+ donation = frappe.get_doc({
+ 'doctype': 'Donation',
+ 'company': company,
+ 'donor': donor.name,
+ 'donor_name': donor.donor_name,
+ 'email': donor.email,
+ 'date': getdate(),
+ 'amount': flt(payment.amount),
+ 'mode_of_payment': payment.method,
+ 'razorpay_payment_id': payment.id
+ }).insert(ignore_mandatory=True)
+
+ donation.submit()
+ return donation
+
+
+def get_donor(email):
+ donors = frappe.get_all('Donor',
+ filters={'email': email},
+ order_by='creation desc')
+
+ try:
+ return frappe.get_doc('Donor', donors[0]['name'])
+ except Exception:
+ return None
+
+
+@frappe.whitelist()
+def create_donor(payment):
+ donor_details = frappe._dict(payment)
+ donor_type = frappe.db.get_single_value('Non Profit Settings', 'default_donor_type')
+
+ donor = frappe.new_doc('Donor')
+ donor.update({
+ 'donor_name': donor_details.email,
+ 'donor_type': donor_type,
+ 'email': donor_details.email,
+ 'contact': donor_details.contact
+ })
+
+ if donor_details.get('notes'):
+ donor = get_additional_notes(donor, donor_details)
+
+ donor.insert(ignore_mandatory=True)
+ return donor
+
+
+def get_company_for_donations():
+ company = frappe.db.get_single_value('Non Profit Settings', 'donation_company')
+ if not company:
+ from erpnext.healthcare.setup import get_company
+ company = get_company()
+ return company
+
+
+def get_additional_notes(donor, donor_details):
+ if type(donor_details.notes) == dict:
+ for k, v in donor_details.notes.items():
+ notes = '\n'.join('{}: {}'.format(k, v))
+
+ # extract donor name from notes
+ if 'name' in k.lower():
+ donor.update({
+ 'donor_name': donor_details.notes.get(k)
+ })
+
+ # extract pan from notes
+ if 'pan' in k.lower():
+ donor.update({
+ 'pan_number': donor_details.notes.get(k)
+ })
+
+ donor.add_comment('Comment', notes)
+
+ elif type(donor_details.notes) == str:
+ donor.add_comment('Comment', donor_details.notes)
+
+ return donor
+
+
+def create_mode_of_payment(method):
+ frappe.get_doc({
+ 'doctype': 'Mode of Payment',
+ 'mode_of_payment': method
+ }).insert(ignore_mandatory=True)
+
+
+def notify_failure(log):
+ try:
+ content = '''
+ Dear System Manager,
+ Razorpay webhook for creating donation failed due to some reason.
+ Please check the error log linked below
+ Error Log: {0}
+ Regards, Administrator
+ '''.format(get_link_to_form('Error Log', log.name))
+
+ sendmail_to_system_managers(_('[Important] [ERPNext] Razorpay donation webhook failed, please check.'), content)
+ except Exception:
+ pass
+
diff --git a/erpnext/non_profit/doctype/donation/donation_dashboard.py b/erpnext/non_profit/doctype/donation/donation_dashboard.py
new file mode 100644
index 0000000000..7e25c8d217
--- /dev/null
+++ b/erpnext/non_profit/doctype/donation/donation_dashboard.py
@@ -0,0 +1,16 @@
+from __future__ import unicode_literals
+from frappe import _
+
+def get_data():
+ return {
+ 'fieldname': 'donation',
+ 'non_standard_fieldnames': {
+ 'Payment Entry': 'reference_name'
+ },
+ 'transactions': [
+ {
+ 'label': _('Payment'),
+ 'items': ['Payment Entry']
+ }
+ ]
+ }
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/donation/test_donation.py b/erpnext/non_profit/doctype/donation/test_donation.py
new file mode 100644
index 0000000000..c6a534dac3
--- /dev/null
+++ b/erpnext/non_profit/doctype/donation/test_donation.py
@@ -0,0 +1,76 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from erpnext.non_profit.doctype.donation.donation import create_donation
+
+class TestDonation(unittest.TestCase):
+ def setUp(self):
+ create_donor_type()
+ settings = frappe.get_doc('Non Profit Settings')
+ settings.company = '_Test Company'
+ settings.donation_company = '_Test Company'
+ settings.default_donor_type = '_Test Donor'
+ settings.automate_donation_payment_entries = 1
+ settings.donation_debit_account = 'Debtors - _TC'
+ settings.donation_payment_account = 'Cash - _TC'
+ settings.creation_user = 'Administrator'
+ settings.flags.ignore_permissions = True
+ settings.save()
+
+ def test_payment_entry_for_donations(self):
+ donor = create_donor()
+ create_mode_of_payment()
+ payment = frappe._dict({
+ 'amount': 100,
+ 'method': 'Debit Card',
+ 'id': 'pay_MeXAmsgeKOhq7O'
+ })
+ donation = create_donation(donor, payment)
+
+ self.assertTrue(donation.name)
+
+ # Naive test to check if at all payment entry is generated
+ # This method is actually triggered from Payment Gateway
+ # In any case if details were missing, this would throw an error
+ donation.on_payment_authorized()
+ donation.reload()
+
+ self.assertEquals(donation.paid, 1)
+ self.assertTrue(frappe.db.exists('Payment Entry', {'reference_no': donation.name}))
+
+
+def create_donor_type():
+ if not frappe.db.exists('Donor Type', '_Test Donor'):
+ frappe.get_doc({
+ 'doctype': 'Donor Type',
+ 'donor_type': '_Test Donor'
+ }).insert()
+
+
+def create_donor():
+ donor = frappe.db.exists('Donor', 'donor@test.com')
+ if donor:
+ return frappe.get_doc('Donor', 'donor@test.com')
+ else:
+ return frappe.get_doc({
+ 'doctype': 'Donor',
+ 'donor_name': '_Test Donor',
+ 'donor_type': '_Test Donor',
+ 'email': 'donor@test.com'
+ }).insert()
+
+
+def create_mode_of_payment():
+ if not frappe.db.exists('Mode of Payment', 'Debit Card'):
+ frappe.get_doc({
+ 'doctype': 'Mode of Payment',
+ 'mode_of_payment': 'Debit Card',
+ 'accounts': [{
+ 'company': '_Test Company',
+ 'default_account': 'Cash - _TC'
+ }]
+ }).insert()
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/donor/donor.json b/erpnext/non_profit/doctype/donor/donor.json
index 96392658f1..72f24ef922 100644
--- a/erpnext/non_profit/doctype/donor/donor.json
+++ b/erpnext/non_profit/doctype/donor/donor.json
@@ -76,8 +76,13 @@
}
],
"image_field": "image",
- "links": [],
- "modified": "2020-09-16 23:46:04.083274",
+ "links": [
+ {
+ "link_doctype": "Donation",
+ "link_fieldname": "donor"
+ }
+ ],
+ "modified": "2021-02-17 16:36:33.470731",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Donor",
diff --git a/erpnext/non_profit/doctype/donor/donor.py b/erpnext/non_profit/doctype/donor/donor.py
index 9121d0cdfc..fb70e59575 100644
--- a/erpnext/non_profit/doctype/donor/donor.py
+++ b/erpnext/non_profit/doctype/donor/donor.py
@@ -11,3 +11,8 @@ class Donor(Document):
"""Load address and contacts in `__onload`"""
load_address_and_contact(self)
+ def validate(self):
+ from frappe.utils import validate_email_address
+ if self.email:
+ validate_email_address(self.email.strip(), True)
+
diff --git a/erpnext/non_profit/doctype/member/member.js b/erpnext/non_profit/doctype/member/member.js
index 199dcfc04f..6b8f1b1deb 100644
--- a/erpnext/non_profit/doctype/member/member.js
+++ b/erpnext/non_profit/doctype/member/member.js
@@ -3,7 +3,7 @@
frappe.ui.form.on('Member', {
setup: function(frm) {
- frappe.db.get_single_value("Membership Settings", "enable_razorpay").then(val => {
+ frappe.db.get_single_value('Non Profit Settings', 'enable_razorpay_for_memberships').then(val => {
if (val && (frm.doc.subscription_id || frm.doc.customer_id)) {
frm.set_df_property('razorpay_details_section', 'hidden', false);
}
diff --git a/erpnext/non_profit/doctype/member/member.py b/erpnext/non_profit/doctype/member/member.py
index 04b99f93f2..3ba2ee71c6 100644
--- a/erpnext/non_profit/doctype/member/member.py
+++ b/erpnext/non_profit/doctype/member/member.py
@@ -7,7 +7,7 @@ import frappe
from frappe import _
from frappe.model.document import Document
from frappe.contacts.address_and_contact import load_address_and_contact
-from frappe.utils import cint
+from frappe.utils import cint, get_link_to_form
from frappe.integrations.utils import get_payment_gateway_controller
from erpnext.non_profit.doctype.membership_type.membership_type import get_membership_type
@@ -26,9 +26,10 @@ class Member(Document):
validate_email_address(email.strip(), True)
def setup_subscription(self):
- membership_settings = frappe.get_doc("Membership Settings")
- if not membership_settings.enable_razorpay:
- frappe.throw("Please enable Razorpay to setup subscription")
+ non_profit_settings = frappe.get_doc('Non Profit Settings')
+ if not non_profit_settings.enable_razorpay_for_memberships:
+ frappe.throw('Please check Enable Razorpay for Memberships in {0} to setup subscription').format(
+ get_link_to_form('Non Profit Settings', 'Non Profit Settings'))
controller = get_payment_gateway_controller("Razorpay")
settings = controller.get_settings({})
@@ -40,7 +41,7 @@ class Member(Document):
subscription_details = {
"plan_id": plan_id,
- "billing_frequency": cint(membership_settings.billing_frequency),
+ "billing_frequency": cint(non_profit_settings.billing_frequency),
"customer_notify": 1
}
diff --git a/erpnext/non_profit/doctype/membership/membership.js b/erpnext/non_profit/doctype/membership/membership.js
index 573ac3319a..31872048a0 100644
--- a/erpnext/non_profit/doctype/membership/membership.js
+++ b/erpnext/non_profit/doctype/membership/membership.js
@@ -3,7 +3,7 @@
frappe.ui.form.on('Membership', {
setup: function(frm) {
- frappe.db.get_single_value("Membership Settings", "enable_razorpay").then(val => {
+ frappe.db.get_single_value("Non Profit Settings", "enable_razorpay_for_memberships").then(val => {
if (val) frm.set_df_property("razorpay_details_section", "hidden", false);
})
},
@@ -26,7 +26,7 @@ frappe.ui.form.on('Membership', {
});
});
- frappe.db.get_single_value("Membership Settings", "send_email").then(val => {
+ frappe.db.get_single_value("Non Profit Settings", "send_email").then(val => {
if (val) frm.add_custom_button("Send Acknowledgement", () => {
frm.call("send_acknowlement").then(() => {
frm.reload_doc();
diff --git a/erpnext/non_profit/doctype/membership/membership.json b/erpnext/non_profit/doctype/membership/membership.json
index 6da053f9fc..11d32f9c2b 100644
--- a/erpnext/non_profit/doctype/membership/membership.json
+++ b/erpnext/non_profit/doctype/membership/membership.json
@@ -10,6 +10,7 @@
"member_name",
"membership_type",
"column_break_3",
+ "company",
"membership_status",
"membership_validity_section",
"from_date",
@@ -132,11 +133,18 @@
"fieldtype": "Data",
"label": "Member Name",
"read_only": 1
+ },
+ {
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
}
],
"index_web_pages_for_search": 1,
"links": [],
- "modified": "2021-01-21 16:31:20.032656",
+ "modified": "2021-02-19 14:33:44.925122",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Membership",
diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py
index c113b80d56..57f787f07f 100644
--- a/erpnext/non_profit/doctype/membership/membership.py
+++ b/erpnext/non_profit/doctype/membership/membership.py
@@ -6,6 +6,7 @@ from __future__ import unicode_literals
import json
import frappe
import six
+import os
from datetime import datetime
from frappe.model.document import Document
from frappe.email import sendmail_to_system_managers
@@ -58,7 +59,7 @@ class Membership(Document):
else:
self.from_date = nowdate()
- if frappe.db.get_single_value("Membership Settings", "billing_cycle") == "Yearly":
+ if frappe.db.get_single_value("Non Profit Settings", "billing_cycle") == "Yearly":
self.to_date = add_years(self.from_date, 1)
else:
self.to_date = add_months(self.from_date, 1)
@@ -68,9 +69,9 @@ class Membership(Document):
return
self.load_from_db()
self.db_set("paid", 1)
- settings = frappe.get_doc("Membership Settings")
- if settings.enable_invoicing and settings.create_for_web_forms:
- self.generate_invoice(with_payment_entry=settings.make_payment_entry, save=True)
+ settings = frappe.get_doc("Non Profit Settings")
+ if settings.allow_invoicing and settings.automate_membership_invoicing:
+ self.generate_invoice(with_payment_entry=settings.automate_membership_payment_entries, save=True)
def generate_invoice(self, save=True, with_payment_entry=False):
@@ -85,7 +86,7 @@ class Membership(Document):
frappe.throw(_("No customer linked to member {0}").format(frappe.bold(self.member)))
plan = frappe.get_doc("Membership Type", self.membership_type)
- settings = frappe.get_doc("Membership Settings")
+ settings = frappe.get_doc("Non Profit Settings")
self.validate_membership_type_and_settings(plan, settings)
invoice = make_invoice(self, member, plan, settings)
@@ -102,7 +103,7 @@ class Membership(Document):
def validate_membership_type_and_settings(self, plan, settings):
settings_link = get_link_to_form("Membership Type", self.membership_type)
- if not settings.debit_account:
+ if not settings.membership_debit_account:
frappe.throw(_("You need to set Debit Account in {0}").format(settings_link))
if not settings.company:
@@ -113,25 +114,26 @@ class Membership(Document):
get_link_to_form("Membership Type", self.membership_type)))
def make_payment_entry(self, settings, invoice):
- if not settings.payment_account:
- frappe.throw(_("You need to set Payment Account in {0}").format(
- get_link_to_form("Membership Type", self.membership_type)))
+ if not settings.membership_payment_account:
+ frappe.throw(_("You need to set Payment Account for Membership in {0}").format(
+ get_link_to_form("Non Profit Settings", "Non Profit Settings")))
from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
frappe.flags.ignore_account_permission = True
pe = get_payment_entry(dt="Sales Invoice", dn=invoice.name, bank_amount=invoice.grand_total)
frappe.flags.ignore_account_permission=False
- pe.paid_to = settings.payment_account
+ pe.paid_to = settings.membership_payment_account
pe.reference_no = self.name
pe.reference_date = getdate()
- pe.save(ignore_permissions=True)
+ pe.flags.ignore_mandatory = True
+ pe.save()
pe.submit()
def send_acknowlement(self):
- settings = frappe.get_doc("Membership Settings")
+ settings = frappe.get_doc("Non Profit Settings")
if not settings.send_email:
frappe.throw(_("You need to enable Send Acknowledge Email in {0}").format(
- get_link_to_form("Membership Settings", "Membership Settings")))
+ get_link_to_form("Non Profit Settings", "Non Profit Settings")))
member = frappe.get_doc("Member", self.member)
if not member.email_id:
@@ -170,7 +172,7 @@ def make_invoice(membership, member, plan, settings):
invoice = frappe.get_doc({
"doctype": "Sales Invoice",
"customer": member.customer,
- "debit_to": settings.debit_account,
+ "debit_to": settings.membership_debit_account,
"currency": membership.currency,
"company": settings.company,
"is_pos": 0,
@@ -183,7 +185,7 @@ def make_invoice(membership, member, plan, settings):
]
})
invoice.set_missing_values()
- invoice.insert(ignore_permissions=True)
+ invoice.insert()
invoice.submit()
frappe.msgprint(_("Sales Invoice created successfully"))
@@ -203,17 +205,18 @@ def get_member_based_on_subscription(subscription_id, email):
return None
-def verify_signature(data):
- if frappe.flags.in_test:
+def verify_signature(data, endpoint="Membership"):
+ if frappe.flags.in_test or os.environ.get("CI"):
return True
signature = frappe.request.headers.get("X-Razorpay-Signature")
- settings = frappe.get_doc("Membership Settings")
- key = settings.get_webhook_secret()
+ settings = frappe.get_doc("Non Profit Settings")
+ key = settings.get_webhook_secret(endpoint)
controller = frappe.get_doc("Razorpay Settings")
controller.verify_signature(data, signature, key)
+ frappe.set_user(settings.creation_user)
@frappe.whitelist(allow_guest=True)
@@ -222,7 +225,7 @@ def trigger_razorpay_subscription(*args, **kwargs):
try:
verify_signature(data)
except Exception as e:
- log = frappe.log_error(e, "Webhook Verification Error")
+ log = frappe.log_error(e, "Membership Webhook Verification Error")
notify_failure(log)
return { "status": "Failed", "reason": e}
@@ -250,16 +253,15 @@ def trigger_razorpay_subscription(*args, **kwargs):
member.subscription_id = subscription.id
member.customer_id = payment.customer_id
- if subscription.notes and type(subscription.notes) == dict:
- notes = "\n".join("{}: {}".format(k, v) for k, v in subscription.notes.items())
- member.add_comment("Comment", notes)
- elif subscription.notes and type(subscription.notes) == str:
- member.add_comment("Comment", subscription.notes)
+ if subscription.get("notes"):
+ member = get_additional_notes(member, subscription)
+ company = get_company_for_memberships()
# Update Membership
membership = frappe.new_doc("Membership")
membership.update({
+ "company": company,
"member": member.name,
"membership_status": "Current",
"membership_type": member.membership_type,
@@ -270,13 +272,19 @@ def trigger_razorpay_subscription(*args, **kwargs):
"to_date": datetime.fromtimestamp(subscription.current_end),
"amount": payment.amount / 100 # Convert to rupees from paise
})
- membership.insert(ignore_permissions=True)
+ membership.flags.ignore_mandatory = True
+ membership.insert()
# Update membership values
member.subscription_start = datetime.fromtimestamp(subscription.start_at)
member.subscription_end = datetime.fromtimestamp(subscription.end_at)
member.subscription_activated = 1
- member.save(ignore_permissions=True)
+ member.flags.ignore_mandatory = True
+ member.save()
+
+ automate_payment = frappe.db.get_single_value("Membership Settings", "automate_membership_payment_entries")
+ membership.generate_invoice(with_payment_entry=automate_payment, save=True)
+
except Exception as e:
message = "{0}\n\n{1}\n\n{2}: {3}".format(e, frappe.get_traceback(), __("Payment ID"), payment.id)
log = frappe.log_error(message, _("Error creating membership entry for {0}").format(member.name))
@@ -286,6 +294,39 @@ def trigger_razorpay_subscription(*args, **kwargs):
return { "status": "Success" }
+def get_company_for_memberships():
+ company = frappe.db.get_single_value("Non Profit Settings", "company")
+ if not company:
+ from erpnext.healthcare.setup import get_company
+ company = get_company()
+ return company
+
+
+def get_additional_notes(member, subscription):
+ if type(subscription.notes) == dict:
+ for k, v in subscription.notes.items():
+ notes = "\n".join("{}: {}".format(k, v))
+
+ # extract member name from notes
+ if "name" in k.lower():
+ member.update({
+ "member_name": subscription.notes.get(k)
+ })
+
+ # extract pan number from notes
+ if "pan" in k.lower():
+ member.update({
+ "pan_number": subscription.notes.get(k)
+ })
+
+ member.add_comment("Comment", notes)
+
+ elif type(subscription.notes) == str:
+ member.add_comment("Comment", subscription.notes)
+
+ return member
+
+
def notify_failure(log):
try:
content = """
diff --git a/erpnext/non_profit/doctype/membership/test_membership.py b/erpnext/non_profit/doctype/membership/test_membership.py
index ff7e6c473c..31da792e53 100644
--- a/erpnext/non_profit/doctype/membership/test_membership.py
+++ b/erpnext/non_profit/doctype/membership/test_membership.py
@@ -10,33 +10,7 @@ from frappe.utils import nowdate, add_months
class TestMembership(unittest.TestCase):
def setUp(self):
- # Get default company
- company = frappe.get_doc("Company", erpnext.get_default_company())
-
- # update membership settings
- settings = frappe.get_doc("Membership Settings")
- # Enable razorpay
- settings.enable_razorpay = 1
- settings.billing_cycle = "Monthly"
- settings.billing_frequency = 24
- # Enable invoicing
- settings.enable_invoicing = 1
- settings.make_payment_entry = 1
- settings.company = company.name
- settings.payment_account = company.default_cash_account
- settings.debit_account = company.default_receivable_account
- settings.save()
-
- # make test plan
- if not frappe.db.exists("Membership Type", "_rzpy_test_milythm"):
- plan = frappe.new_doc("Membership Type")
- plan.membership_type = "_rzpy_test_milythm"
- plan.amount = 100
- plan.razorpay_plan_id = "_rzpy_test_milythm"
- plan.linked_item = create_item("_Test Item for Non Profit Membership").name
- plan.insert()
- else:
- plan = frappe.get_doc("Membership Type", "_rzpy_test_milythm")
+ plan = setup_membership()
# make test member
self.member_doc = create_member(frappe._dict({
@@ -78,7 +52,7 @@ class TestMembership(unittest.TestCase):
})
def set_config(key, value):
- frappe.db.set_value("Membership Settings", None, key, value)
+ frappe.db.set_value("Non Profit Settings", None, key, value)
def make_membership(member, payload={}):
data = {
@@ -109,3 +83,36 @@ def create_item(item_code):
else:
item = frappe.get_doc("Item", item_code)
return item
+
+def setup_membership():
+ # Get default company
+ company = frappe.get_doc("Company", erpnext.get_default_company())
+
+ # update non profit settings
+ settings = frappe.get_doc("Non Profit Settings")
+ # Enable razorpay
+ settings.enable_razorpay_for_memberships = 1
+ settings.billing_cycle = "Monthly"
+ settings.billing_frequency = 24
+ # Enable invoicing
+ settings.allow_invoicing = 1
+ settings.automate_membership_payment_entries = 1
+ settings.company = company.name
+ settings.donation_company = company.name
+ settings.membership_payment_account = company.default_cash_account
+ settings.membership_debit_account = company.default_receivable_account
+ settings.flags.ignore_mandatory = True
+ settings.save()
+
+ # make test plan
+ if not frappe.db.exists("Membership Type", "_rzpy_test_milythm"):
+ plan = frappe.new_doc("Membership Type")
+ plan.membership_type = "_rzpy_test_milythm"
+ plan.amount = 100
+ plan.razorpay_plan_id = "_rzpy_test_milythm"
+ plan.linked_item = create_item("_Test Item for Non Profit Membership").name
+ plan.insert()
+ else:
+ plan = frappe.get_doc("Membership Type", "_rzpy_test_milythm")
+
+ return plan
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json
deleted file mode 100644
index 3887b0a2be..0000000000
--- a/erpnext/non_profit/doctype/membership_settings/membership_settings.json
+++ /dev/null
@@ -1,192 +0,0 @@
-{
- "actions": [],
- "creation": "2020-03-29 12:57:03.005120",
- "doctype": "DocType",
- "editable_grid": 1,
- "engine": "InnoDB",
- "field_order": [
- "enable_razorpay",
- "razorpay_settings_section",
- "billing_cycle",
- "billing_frequency",
- "webhook_secret",
- "column_break_6",
- "enable_invoicing",
- "create_for_web_forms",
- "make_payment_entry",
- "company",
- "debit_account",
- "payment_account",
- "column_break_9",
- "send_email",
- "send_invoice",
- "membership_print_format",
- "inv_print_format",
- "email_template"
- ],
- "fields": [
- {
- "fieldname": "billing_cycle",
- "fieldtype": "Select",
- "label": "Billing Cycle",
- "options": "Monthly\nYearly"
- },
- {
- "default": "0",
- "fieldname": "enable_razorpay",
- "fieldtype": "Check",
- "label": "Enable RazorPay For Memberships"
- },
- {
- "depends_on": "eval:doc.enable_razorpay",
- "fieldname": "razorpay_settings_section",
- "fieldtype": "Section Break",
- "label": "RazorPay Settings"
- },
- {
- "description": "The number of billing cycles for which the customer should be charged. For example, if a customer is buying a 1-year membership that should be billed on a monthly basis, this value should be 12.",
- "fieldname": "billing_frequency",
- "fieldtype": "Int",
- "label": "Billing Frequency"
- },
- {
- "fieldname": "webhook_secret",
- "fieldtype": "Password",
- "label": "Webhook Secret",
- "read_only": 1
- },
- {
- "fieldname": "column_break_6",
- "fieldtype": "Section Break",
- "label": "Invoicing"
- },
- {
- "depends_on": "eval:doc.enable_invoicing",
- "fieldname": "debit_account",
- "fieldtype": "Link",
- "label": "Debit Account",
- "mandatory_depends_on": "eval:doc.enable_auto_invoicing",
- "options": "Account"
- },
- {
- "fieldname": "column_break_9",
- "fieldtype": "Column Break"
- },
- {
- "depends_on": "eval:doc.enable_invoicing",
- "fieldname": "company",
- "fieldtype": "Link",
- "label": "Company",
- "mandatory_depends_on": "eval:doc.enable_auto_invoicing",
- "options": "Company"
- },
- {
- "default": "0",
- "depends_on": "eval:doc.enable_invoicing && doc.send_email",
- "fieldname": "send_invoice",
- "fieldtype": "Check",
- "label": "Send Invoice with Email"
- },
- {
- "default": "0",
- "fieldname": "send_email",
- "fieldtype": "Check",
- "label": "Send Membership Acknowledgement"
- },
- {
- "depends_on": "eval: doc.send_invoice",
- "fieldname": "inv_print_format",
- "fieldtype": "Link",
- "label": "Invoice Print Format",
- "mandatory_depends_on": "eval: doc.send_invoice",
- "options": "Print Format"
- },
- {
- "depends_on": "eval:doc.send_email",
- "fieldname": "membership_print_format",
- "fieldtype": "Link",
- "label": "Membership Print Format",
- "options": "Print Format"
- },
- {
- "depends_on": "eval:doc.send_email",
- "fieldname": "email_template",
- "fieldtype": "Link",
- "label": "Email Template",
- "mandatory_depends_on": "eval:doc.send_email",
- "options": "Email Template"
- },
- {
- "default": "0",
- "fieldname": "enable_invoicing",
- "fieldtype": "Check",
- "label": "Enable Invoicing",
- "mandatory_depends_on": "eval:doc.send_invoice || doc.make_payment_entry"
- },
- {
- "default": "0",
- "depends_on": "eval:doc.enable_invoicing",
- "description": "Auto creates Payment Entry for Sales Invoices created for Membership from web forms.",
- "fieldname": "make_payment_entry",
- "fieldtype": "Check",
- "label": "Make Payment Entry"
- },
- {
- "depends_on": "eval:doc.make_payment_entry",
- "fieldname": "payment_account",
- "fieldtype": "Link",
- "label": "Payment To",
- "mandatory_depends_on": "eval:doc.make_payment_entry",
- "options": "Account"
- },
- {
- "default": "0",
- "depends_on": "eval:doc.enable_invoicing",
- "description": "Automatically create an invoice when payment is authorized from a web form entry",
- "fieldname": "create_for_web_forms",
- "fieldtype": "Check",
- "label": "Auto Create Invoice for Web Forms"
- }
- ],
- "index_web_pages_for_search": 1,
- "issingle": 1,
- "links": [],
- "modified": "2021-01-21 19:57:53.213286",
- "modified_by": "Administrator",
- "module": "Non Profit",
- "name": "Membership Settings",
- "owner": "Administrator",
- "permissions": [
- {
- "create": 1,
- "delete": 1,
- "email": 1,
- "print": 1,
- "read": 1,
- "role": "System Manager",
- "share": 1,
- "write": 1
- },
- {
- "create": 1,
- "delete": 1,
- "email": 1,
- "print": 1,
- "read": 1,
- "role": "Non Profit Manager",
- "share": 1,
- "write": 1
- },
- {
- "email": 1,
- "print": 1,
- "read": 1,
- "role": "Non Profit Member",
- "share": 1
- }
- ],
- "quick_entry": 1,
- "sort_field": "modified",
- "sort_order": "DESC",
- "track_changes": 1
-}
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.js b/erpnext/non_profit/doctype/membership_type/membership_type.js
index 91a5cb74ba..2f2427629c 100644
--- a/erpnext/non_profit/doctype/membership_type/membership_type.js
+++ b/erpnext/non_profit/doctype/membership_type/membership_type.js
@@ -3,11 +3,11 @@
frappe.ui.form.on('Membership Type', {
refresh: function (frm) {
- frappe.db.get_single_value('Membership Settings', 'enable_razorpay').then(val => {
+ frappe.db.get_single_value('Non Profit Settings', 'enable_razorpay_for_memberships').then(val => {
if (val) frm.set_df_property('razorpay_plan_id', 'hidden', false);
});
- frappe.db.get_single_value('Membership Settings', 'enable_invoicing').then(val => {
+ frappe.db.get_single_value('Non Profit Settings', 'allow_invoicing').then(val => {
if (val) frm.set_df_property('linked_item', 'hidden', false);
});
diff --git a/erpnext/non_profit/doctype/non_profit_settings/__init__.py b/erpnext/non_profit/doctype/non_profit_settings/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.js b/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.js
similarity index 50%
rename from erpnext/non_profit/doctype/membership_settings/membership_settings.js
rename to erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.js
index c95aab2a7a..cff92b42ab 100644
--- a/erpnext/non_profit/doctype/membership_settings/membership_settings.js
+++ b/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.js
@@ -1,16 +1,8 @@
// Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
-frappe.ui.form.on("Membership Settings", {
+frappe.ui.form.on("Non Profit Settings", {
refresh: function(frm) {
- if (frm.doc.webhook_secret) {
- frm.add_custom_button(__("Revoke "), () => {
- frm.call("revoke_key").then(() => {
- frm.refresh();
- })
- });
- }
-
frm.set_query("inv_print_format", function() {
return {
filters: {
@@ -37,7 +29,7 @@ frappe.ui.form.on("Membership Settings", {
};
});
- frm.set_query("payment_account", function () {
+ frm.set_query("membership_payment_account", function () {
var account_types = ["Bank", "Cash"];
return {
filters: {
@@ -51,31 +43,70 @@ frappe.ui.form.on("Membership Settings", {
let docs_url = "https://docs.erpnext.com/docs/user/manual/en/non_profit/membership";
frm.set_intro(__("You can learn more about memberships in the manual. ") + `${__('ERPNext Docs')}`, true);
-
- frm.trigger("add_generate_button");
- frm.trigger("add_copy_buttonn");
+ frm.trigger("setup_buttons_for_membership");
+ frm.trigger("setup_buttons_for_donation");
},
- add_generate_button: function(frm) {
+ setup_buttons_for_membership: function(frm) {
let label;
- if (frm.doc.webhook_secret) {
+ if (frm.doc.membership_webhook_secret) {
+
+ frm.add_custom_button(__("Copy Webhook URL"), () => {
+ frappe.utils.copy_to_clipboard(`https://${frappe.boot.sitename}/api/method/erpnext.non_profit.doctype.membership.membership.trigger_razorpay_subscription`);
+ }, __("Memberships"));
+
+ frm.add_custom_button(__("Revoke Key"), () => {
+ frm.call("revoke_key", {
+ key: "membership_webhook_secret"
+ }).then(() => {
+ frm.refresh();
+ });
+ }, __("Memberships"));
+
label = __("Regenerate Webhook Secret");
+
} else {
label = __("Generate Webhook Secret");
}
+
frm.add_custom_button(label, () => {
- frm.call("generate_webhook_key").then(() => {
+ frm.call("generate_webhook_secret", {
+ field: "membership_webhook_secret"
+ }).then(() => {
frm.refresh();
});
- });
+ }, __("Memberships"));
},
- add_copy_buttonn: function(frm) {
- if (frm.doc.webhook_secret) {
+ setup_buttons_for_donation: function(frm) {
+ let label;
+
+ if (frm.doc.donation_webhook_secret) {
+ label = __("Regenerate Webhook Secret");
+
frm.add_custom_button(__("Copy Webhook URL"), () => {
- frappe.utils.copy_to_clipboard(`https://${frappe.boot.sitename}/api/method/erpnext.non_profit.doctype.membership.membership.trigger_razorpay_subscription`);
- });
+ frappe.utils.copy_to_clipboard(`https://${frappe.boot.sitename}/api/method/erpnext.non_profit.doctype.donation.donation.capture_razorpay_donations`);
+ }, __("Donations"));
+
+ frm.add_custom_button(__("Revoke Key"), () => {
+ frm.call("revoke_key", {
+ key: "donation_webhook_secret"
+ }).then(() => {
+ frm.refresh();
+ });
+ }, __("Donations"));
+
+ } else {
+ label = __("Generate Webhook Secret");
}
+
+ frm.add_custom_button(label, () => {
+ frm.call("generate_webhook_secret", {
+ field: "donation_webhook_secret"
+ }).then(() => {
+ frm.refresh();
+ });
+ }, __("Donations"));
}
});
diff --git a/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.json b/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.json
new file mode 100644
index 0000000000..25ff0c1bb0
--- /dev/null
+++ b/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.json
@@ -0,0 +1,273 @@
+{
+ "actions": [],
+ "creation": "2020-03-29 12:57:03.005120",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "enable_razorpay_for_memberships",
+ "razorpay_settings_section",
+ "billing_cycle",
+ "billing_frequency",
+ "membership_webhook_secret",
+ "column_break_6",
+ "allow_invoicing",
+ "automate_membership_invoicing",
+ "automate_membership_payment_entries",
+ "company",
+ "membership_debit_account",
+ "membership_payment_account",
+ "column_break_9",
+ "send_email",
+ "send_invoice",
+ "membership_print_format",
+ "inv_print_format",
+ "email_template",
+ "donation_settings_section",
+ "donation_company",
+ "default_donor_type",
+ "donation_webhook_secret",
+ "column_break_22",
+ "automate_donation_payment_entries",
+ "donation_debit_account",
+ "donation_payment_account",
+ "section_break_27",
+ "creation_user"
+ ],
+ "fields": [
+ {
+ "fieldname": "billing_cycle",
+ "fieldtype": "Select",
+ "label": "Billing Cycle",
+ "options": "Monthly\nYearly"
+ },
+ {
+ "depends_on": "eval:doc.enable_razorpay_for_memberships",
+ "fieldname": "razorpay_settings_section",
+ "fieldtype": "Section Break",
+ "label": "RazorPay Settings for Memberships"
+ },
+ {
+ "description": "The number of billing cycles for which the customer should be charged. For example, if a customer is buying a 1-year membership that should be billed on a monthly basis, this value should be 12.",
+ "fieldname": "billing_frequency",
+ "fieldtype": "Int",
+ "label": "Billing Frequency"
+ },
+ {
+ "fieldname": "column_break_6",
+ "fieldtype": "Section Break",
+ "label": "Membership Invoicing"
+ },
+ {
+ "fieldname": "column_break_9",
+ "fieldtype": "Column Break"
+ },
+ {
+ "description": "This company will be set for the Memberships created via webhook.",
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
+ {
+ "default": "0",
+ "depends_on": "eval:doc.allow_invoicing && doc.send_email",
+ "fieldname": "send_invoice",
+ "fieldtype": "Check",
+ "label": "Send Invoice with Email"
+ },
+ {
+ "default": "0",
+ "fieldname": "send_email",
+ "fieldtype": "Check",
+ "label": "Send Membership Acknowledgement"
+ },
+ {
+ "depends_on": "eval: doc.send_invoice",
+ "fieldname": "inv_print_format",
+ "fieldtype": "Link",
+ "label": "Invoice Print Format",
+ "mandatory_depends_on": "eval: doc.send_invoice",
+ "options": "Print Format"
+ },
+ {
+ "depends_on": "eval:doc.send_email",
+ "fieldname": "membership_print_format",
+ "fieldtype": "Link",
+ "label": "Membership Print Format",
+ "options": "Print Format"
+ },
+ {
+ "depends_on": "eval:doc.send_email",
+ "fieldname": "email_template",
+ "fieldtype": "Link",
+ "label": "Email Template",
+ "mandatory_depends_on": "eval:doc.send_email",
+ "options": "Email Template"
+ },
+ {
+ "default": "0",
+ "fieldname": "allow_invoicing",
+ "fieldtype": "Check",
+ "label": "Allow Invoicing for Memberships",
+ "mandatory_depends_on": "eval:doc.send_invoice || doc.make_payment_entry"
+ },
+ {
+ "default": "0",
+ "depends_on": "eval:doc.allow_invoicing",
+ "description": "Automatically create an invoice when payment is authorized from a web form entry",
+ "fieldname": "automate_membership_invoicing",
+ "fieldtype": "Check",
+ "label": "Automate Invoicing for Web Forms"
+ },
+ {
+ "default": "0",
+ "depends_on": "eval:doc.allow_invoicing",
+ "description": "Auto creates Payment Entry for Sales Invoices created for Membership from web forms.",
+ "fieldname": "automate_membership_payment_entries",
+ "fieldtype": "Check",
+ "label": "Automate Payment Entry Creation"
+ },
+ {
+ "default": "0",
+ "fieldname": "enable_razorpay_for_memberships",
+ "fieldtype": "Check",
+ "label": "Enable RazorPay For Memberships"
+ },
+ {
+ "depends_on": "eval:doc.automate_membership_payment_entries",
+ "description": "Account for accepting membership payments",
+ "fieldname": "membership_payment_account",
+ "fieldtype": "Link",
+ "label": "Membership Payment To",
+ "mandatory_depends_on": "eval:doc.automate_membership_payment_entries",
+ "options": "Account"
+ },
+ {
+ "fieldname": "membership_webhook_secret",
+ "fieldtype": "Password",
+ "label": "Membership Webhook Secret",
+ "read_only": 1
+ },
+ {
+ "fieldname": "donation_webhook_secret",
+ "fieldtype": "Password",
+ "label": "Donation Webhook Secret",
+ "read_only": 1
+ },
+ {
+ "depends_on": "automate_donation_payment_entries",
+ "description": "Account for accepting donation payments",
+ "fieldname": "donation_payment_account",
+ "fieldtype": "Link",
+ "label": "Donation Payment To",
+ "mandatory_depends_on": "automate_donation_payment_entries",
+ "options": "Account"
+ },
+ {
+ "default": "0",
+ "description": "Auto creates Payment Entry for Donations created from web forms.",
+ "fieldname": "automate_donation_payment_entries",
+ "fieldtype": "Check",
+ "label": "Automate Donation Payment Entries"
+ },
+ {
+ "depends_on": "eval:doc.allow_invoicing",
+ "fieldname": "membership_debit_account",
+ "fieldtype": "Link",
+ "label": "Debit Account",
+ "mandatory_depends_on": "eval:doc.allow_invoicing",
+ "options": "Account"
+ },
+ {
+ "depends_on": "automate_donation_payment_entries",
+ "fieldname": "donation_debit_account",
+ "fieldtype": "Link",
+ "label": "Debit Account",
+ "mandatory_depends_on": "automate_donation_payment_entries",
+ "options": "Account"
+ },
+ {
+ "description": "This company will be set for the Donations created via webhook.",
+ "fieldname": "donation_company",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
+ {
+ "fieldname": "donation_settings_section",
+ "fieldtype": "Section Break",
+ "label": "Donation Settings"
+ },
+ {
+ "fieldname": "column_break_22",
+ "fieldtype": "Column Break"
+ },
+ {
+ "description": "This Donor Type will be set for the Donor created via Donation web form entry.",
+ "fieldname": "default_donor_type",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Default Donor Type",
+ "options": "Donor Type",
+ "reqd": 1
+ },
+ {
+ "fieldname": "section_break_27",
+ "fieldtype": "Section Break"
+ },
+ {
+ "description": "The user that will be used to create Donations, Memberships, Invoices, and Payment Entries. This user should have the relevant permissions.",
+ "fieldname": "creation_user",
+ "fieldtype": "Link",
+ "label": "Creation User",
+ "options": "User",
+ "reqd": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "issingle": 1,
+ "links": [],
+ "modified": "2021-03-11 10:43:38.124240",
+ "modified_by": "Administrator",
+ "module": "Non Profit",
+ "name": "Non Profit Settings",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "print": 1,
+ "read": 1,
+ "role": "System Manager",
+ "share": 1,
+ "write": 1
+ },
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "print": 1,
+ "read": 1,
+ "role": "Non Profit Manager",
+ "share": 1,
+ "write": 1
+ },
+ {
+ "email": 1,
+ "print": 1,
+ "read": 1,
+ "role": "Non Profit Member",
+ "share": 1
+ }
+ ],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.py b/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.py
similarity index 52%
rename from erpnext/non_profit/doctype/membership_settings/membership_settings.py
rename to erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.py
index f3b2eee6f9..95765fd536 100644
--- a/erpnext/non_profit/doctype/membership_settings/membership_settings.py
+++ b/erpnext/non_profit/doctype/non_profit_settings/non_profit_settings.py
@@ -8,23 +8,26 @@ from frappe import _
from frappe.integrations.utils import get_payment_gateway_controller
from frappe.model.document import Document
-class MembershipSettings(Document):
- def generate_webhook_key(self):
+class NonProfitSettings(Document):
+ def generate_webhook_secret(self, field):
key = frappe.generate_hash(length=20)
- self.webhook_secret = key
+ self.set(field, key)
self.save()
+ secret_for = "Membership" if field == "membership_webhook_secret" else "Donation"
+
frappe.msgprint(
- _("Here is your webhook secret, this will be shown to you only once.") + "
" + key,
+ _("Here is your webhook secret for {0} API, this will be shown to you only once.").format(secret_for) + "
" + key,
_("Webhook Secret")
- );
+ )
- def revoke_key(self):
- self.webhook_secret = None;
+ def revoke_key(self, key):
+ self.set(key, None)
self.save()
- def get_webhook_secret(self):
- return self.get_password(fieldname="webhook_secret", raise_exception=False)
+ def get_webhook_secret(self, endpoint="Membership"):
+ fieldname = "membership_webhook_secret" if endpoint == "Membership" else "donation_webhook_secret"
+ return self.get_password(fieldname=fieldname, raise_exception=False)
@frappe.whitelist()
def get_plans_for_membership(*args, **kwargs):
diff --git a/erpnext/non_profit/doctype/membership_settings/test_membership_settings.py b/erpnext/non_profit/doctype/non_profit_settings/test_non_profit_settings.py
similarity index 79%
rename from erpnext/non_profit/doctype/membership_settings/test_membership_settings.py
rename to erpnext/non_profit/doctype/non_profit_settings/test_non_profit_settings.py
index 2ad7984583..3f0ede32e5 100644
--- a/erpnext/non_profit/doctype/membership_settings/test_membership_settings.py
+++ b/erpnext/non_profit/doctype/non_profit_settings/test_non_profit_settings.py
@@ -6,5 +6,5 @@ from __future__ import unicode_literals
# import frappe
import unittest
-class TestMembershipSettings(unittest.TestCase):
+class TestNonProfitSettings(unittest.TestCase):
pass
diff --git a/erpnext/non_profit/workspace/non_profit/non_profit.json b/erpnext/non_profit/workspace/non_profit/non_profit.json
index da2a514810..2557d77d88 100644
--- a/erpnext/non_profit/workspace/non_profit/non_profit.json
+++ b/erpnext/non_profit/workspace/non_profit/non_profit.json
@@ -10,6 +10,7 @@
"hide_custom": 0,
"icon": "non-profit",
"idx": 0,
+ "is_default": 0,
"is_standard": 1,
"label": "Non Profit",
"links": [
@@ -109,7 +110,7 @@
"hidden": 0,
"is_query_report": 0,
"label": "Membership Settings",
- "link_to": "Membership Settings",
+ "link_to": "Non Profit Settings",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
@@ -161,7 +162,7 @@
{
"hidden": 0,
"is_query_report": 0,
- "label": "Donor",
+ "label": "Donation",
"onboard": 0,
"type": "Card Break"
},
@@ -184,9 +185,35 @@
"link_type": "DocType",
"onboard": 0,
"type": "Link"
+ },
+ {
+ "hidden": 0,
+ "is_query_report": 0,
+ "label": "Donation",
+ "link_to": "Donation",
+ "link_type": "DocType",
+ "onboard": 0,
+ "type": "Link"
+ },
+ {
+ "hidden": 0,
+ "is_query_report": 0,
+ "label": "Tax Exemption Certification (India)",
+ "link_type": "DocType",
+ "onboard": 0,
+ "type": "Card Break"
+ },
+ {
+ "hidden": 0,
+ "is_query_report": 0,
+ "label": "Tax Exemption 80G Certificate",
+ "link_to": "Tax Exemption 80G Certificate",
+ "link_type": "DocType",
+ "onboard": 0,
+ "type": "Link"
}
],
- "modified": "2020-12-01 13:38:38.351409",
+ "modified": "2021-03-11 11:38:09.140655",
"modified_by": "Administrator",
"module": "Non Profit",
"name": "Non Profit",
@@ -201,8 +228,8 @@
"type": "DocType"
},
{
- "label": "Membership Settings",
- "link_to": "Membership Settings",
+ "label": "Non Profit Settings",
+ "link_to": "Non Profit Settings",
"type": "DocType"
},
{
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index ba31feeefc..f27d228cc4 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -756,3 +756,5 @@ erpnext.patches.v12_0.add_state_code_for_ladakh
erpnext.patches.v13_0.item_reposting_for_incorrect_sl_and_gl
erpnext.patches.v13_0.delete_old_bank_reconciliation_doctypes
erpnext.patches.v13_0.update_vehicle_no_reqd_condition
+erpnext.patches.v13_0.setup_fields_for_80g_certificate_and_donation
+erpnext.patches.v13_0.rename_membership_settings_to_non_profit_settings
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/rename_membership_settings_to_non_profit_settings.py b/erpnext/patches/v13_0/rename_membership_settings_to_non_profit_settings.py
new file mode 100644
index 0000000000..3fa09a7baa
--- /dev/null
+++ b/erpnext/patches/v13_0/rename_membership_settings_to_non_profit_settings.py
@@ -0,0 +1,22 @@
+from __future__ import unicode_literals
+import frappe
+from frappe.model.utils.rename_field import rename_field
+
+def execute():
+ if frappe.db.table_exists("Membership Settings"):
+ frappe.rename_doc("DocType", "Membership Settings", "Non Profit Settings")
+ frappe.reload_doctype("Non Profit Settings", force=True)
+
+ if frappe.db.table_exists("Non Profit Settings"):
+ rename_fields_map = {
+ "enable_invoicing": "allow_invoicing",
+ "create_for_web_forms": "automate_membership_invoicing",
+ "make_payment_entry": "automate_membership_payment_entries",
+ "enable_razorpay": "enable_razorpay_for_memberships",
+ "debit_account": "membership_debit_account",
+ "payment_account": "membership_payment_account",
+ "webhook_secret": "membership_webhook_secret"
+ }
+
+ for old_name, new_name in rename_fields_map.items():
+ rename_field("Non Profit Settings", old_name, new_name)
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/setup_fields_for_80g_certificate_and_donation.py b/erpnext/patches/v13_0/setup_fields_for_80g_certificate_and_donation.py
new file mode 100644
index 0000000000..aea53f8add
--- /dev/null
+++ b/erpnext/patches/v13_0/setup_fields_for_80g_certificate_and_donation.py
@@ -0,0 +1,16 @@
+import frappe
+from erpnext.regional.india.setup import make_custom_fields
+
+def execute():
+ company = frappe.get_all('Company', filters = {'country': 'India'})
+ if not company:
+ return
+
+ make_custom_fields()
+
+ if not frappe.db.exists('Party Type', 'Donor'):
+ frappe.get_doc({
+ 'doctype': 'Party Type',
+ 'party_type': 'Donor',
+ 'account_type': 'Receivable'
+ }).insert(ignore_permissions=True)
\ No newline at end of file
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate/__init__.py b/erpnext/regional/doctype/tax_exemption_80g_certificate/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.js b/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.js
new file mode 100644
index 0000000000..54cde9c0cf
--- /dev/null
+++ b/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.js
@@ -0,0 +1,67 @@
+// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Tax Exemption 80G Certificate', {
+ refresh: function(frm) {
+ if (frm.doc.donor) {
+ frm.set_query('donation', function() {
+ return {
+ filters: {
+ docstatus: 1,
+ donor: frm.doc.donor
+ }
+ };
+ });
+ }
+ },
+
+ recipient: function(frm) {
+ if (frm.doc.recipient === 'Donor') {
+ frm.set_value({
+ 'member': '',
+ 'member_name': '',
+ 'member_email': '',
+ 'member_pan_number': '',
+ 'fiscal_year': '',
+ 'total': 0,
+ 'payments': []
+ });
+ } else {
+ frm.set_value({
+ 'donor': '',
+ 'donor_name': '',
+ 'donor_email': '',
+ 'donor_pan_number': '',
+ 'donation': '',
+ 'date_of_donation': '',
+ 'amount': 0,
+ 'mode_of_payment': '',
+ 'razorpay_payment_id': ''
+ });
+ }
+ },
+
+ get_payments: function(frm) {
+ frm.call({
+ doc: frm.doc,
+ method: 'get_payments',
+ freeze: true
+ });
+ },
+
+ company: function(frm) {
+ if ((frm.doc.member || frm.doc.donor) && frm.doc.company) {
+ frm.call({
+ doc: frm.doc,
+ method: 'set_company_address',
+ freeze: true
+ });
+ }
+ },
+
+ donation: function(frm) {
+ if (frm.doc.recipient === 'Donor' && !frm.doc.donor) {
+ frappe.msgprint(__('Please select donor first'));
+ }
+ }
+});
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.json b/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.json
new file mode 100644
index 0000000000..9eee722f42
--- /dev/null
+++ b/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.json
@@ -0,0 +1,297 @@
+{
+ "actions": [],
+ "autoname": "naming_series:",
+ "creation": "2021-02-15 12:37:21.577042",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "naming_series",
+ "recipient",
+ "member",
+ "member_name",
+ "member_email",
+ "member_pan_number",
+ "donor",
+ "donor_name",
+ "donor_email",
+ "donor_pan_number",
+ "column_break_4",
+ "date",
+ "fiscal_year",
+ "section_break_11",
+ "company",
+ "company_address",
+ "company_address_display",
+ "column_break_14",
+ "company_pan_number",
+ "company_80g_number",
+ "company_80g_wef",
+ "title",
+ "section_break_6",
+ "get_payments",
+ "payments",
+ "total",
+ "donation_details_section",
+ "donation",
+ "date_of_donation",
+ "amount",
+ "column_break_27",
+ "mode_of_payment",
+ "razorpay_payment_id"
+ ],
+ "fields": [
+ {
+ "fieldname": "recipient",
+ "fieldtype": "Select",
+ "in_list_view": 1,
+ "label": "Certificate Recipient",
+ "options": "Member\nDonor",
+ "reqd": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Member\";",
+ "fieldname": "member",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Member",
+ "mandatory_depends_on": "eval:doc.recipient === \"Member\";",
+ "options": "Member"
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Member\";",
+ "fetch_from": "member.member_name",
+ "fieldname": "member_name",
+ "fieldtype": "Data",
+ "label": "Member Name",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Donor\";",
+ "fieldname": "donor",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Donor",
+ "mandatory_depends_on": "eval:doc.recipient === \"Donor\";",
+ "options": "Donor"
+ },
+ {
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fieldname": "date",
+ "fieldtype": "Date",
+ "label": "Date",
+ "reqd": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Member\";",
+ "fieldname": "section_break_6",
+ "fieldtype": "Section Break"
+ },
+ {
+ "fieldname": "payments",
+ "fieldtype": "Table",
+ "label": "Payments",
+ "options": "Tax Exemption 80G Certificate Detail"
+ },
+ {
+ "fieldname": "total",
+ "fieldtype": "Currency",
+ "in_list_view": 1,
+ "label": "Total",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Member\";",
+ "fieldname": "fiscal_year",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Fiscal Year",
+ "options": "Fiscal Year"
+ },
+ {
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "label": "Company",
+ "options": "Company",
+ "reqd": 1
+ },
+ {
+ "fieldname": "get_payments",
+ "fieldtype": "Button",
+ "label": "Get Memberships"
+ },
+ {
+ "fieldname": "naming_series",
+ "fieldtype": "Select",
+ "label": "Naming Series",
+ "options": "NPO-80G-.YYYY.-"
+ },
+ {
+ "fieldname": "section_break_11",
+ "fieldtype": "Section Break",
+ "label": "Company Details"
+ },
+ {
+ "fieldname": "company_address",
+ "fieldtype": "Link",
+ "label": "Company Address",
+ "options": "Address"
+ },
+ {
+ "fieldname": "column_break_14",
+ "fieldtype": "Column Break"
+ },
+ {
+ "fetch_from": "company.pan_details",
+ "fieldname": "company_pan_number",
+ "fieldtype": "Data",
+ "label": "PAN Number",
+ "read_only": 1
+ },
+ {
+ "fieldname": "company_address_display",
+ "fieldtype": "Small Text",
+ "hidden": 1,
+ "label": "Company Address Display",
+ "print_hide": 1,
+ "read_only": 1
+ },
+ {
+ "fetch_from": "company.company_80g_number",
+ "fieldname": "company_80g_number",
+ "fieldtype": "Data",
+ "label": "80G Number",
+ "read_only": 1
+ },
+ {
+ "fetch_from": "company.with_effect_from",
+ "fieldname": "company_80g_wef",
+ "fieldtype": "Date",
+ "label": "80G With Effect From",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Donor\";",
+ "fieldname": "donation_details_section",
+ "fieldtype": "Section Break",
+ "label": "Donation Details"
+ },
+ {
+ "fieldname": "donation",
+ "fieldtype": "Link",
+ "label": "Donation",
+ "mandatory_depends_on": "eval:doc.recipient === \"Donor\";",
+ "options": "Donation"
+ },
+ {
+ "fetch_from": "donation.amount",
+ "fieldname": "amount",
+ "fieldtype": "Currency",
+ "label": "Amount",
+ "read_only": 1
+ },
+ {
+ "fetch_from": "donation.mode_of_payment",
+ "fieldname": "mode_of_payment",
+ "fieldtype": "Link",
+ "label": "Mode of Payment",
+ "options": "Mode of Payment",
+ "read_only": 1
+ },
+ {
+ "fetch_from": "donation.razorpay_payment_id",
+ "fieldname": "razorpay_payment_id",
+ "fieldtype": "Data",
+ "label": "RazorPay Payment ID",
+ "read_only": 1
+ },
+ {
+ "fetch_from": "donation.date",
+ "fieldname": "date_of_donation",
+ "fieldtype": "Date",
+ "label": "Date of Donation",
+ "read_only": 1
+ },
+ {
+ "fieldname": "column_break_27",
+ "fieldtype": "Column Break"
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Donor\";",
+ "fetch_from": "donor.donor_name",
+ "fieldname": "donor_name",
+ "fieldtype": "Data",
+ "label": "Donor Name",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Donor\";",
+ "fetch_from": "donor.email",
+ "fieldname": "donor_email",
+ "fieldtype": "Data",
+ "label": "Email",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Member\";",
+ "fetch_from": "member.email_id",
+ "fieldname": "member_email",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Email",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Member\";",
+ "fetch_from": "member.pan_number",
+ "fieldname": "member_pan_number",
+ "fieldtype": "Data",
+ "label": "PAN Details",
+ "read_only": 1
+ },
+ {
+ "depends_on": "eval:doc.recipient === \"Donor\";",
+ "fetch_from": "donor.pan_number",
+ "fieldname": "donor_pan_number",
+ "fieldtype": "Data",
+ "label": "PAN Details",
+ "read_only": 1
+ },
+ {
+ "fieldname": "title",
+ "fieldtype": "Data",
+ "hidden": 1,
+ "label": "Title",
+ "print_hide": 1
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2021-02-22 00:03:34.215633",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "Tax Exemption 80G Certificate",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "share": 1,
+ "write": 1
+ }
+ ],
+ "search_fields": "member, member_name",
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "title",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.py b/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.py
new file mode 100644
index 0000000000..d734a18c3a
--- /dev/null
+++ b/erpnext/regional/doctype/tax_exemption_80g_certificate/tax_exemption_80g_certificate.py
@@ -0,0 +1,89 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import getdate, flt, get_link_to_form
+from erpnext.accounts.utils import get_fiscal_year
+from frappe.contacts.doctype.address.address import get_company_address
+
+class TaxExemption80GCertificate(Document):
+ def validate(self):
+ self.validate_date()
+ self.validate_duplicates()
+ self.validate_company_details()
+ self.set_company_address()
+ self.set_title()
+
+ def validate_date(self):
+ if self.recipient == 'Member':
+ if getdate(self.date):
+ fiscal_year = get_fiscal_year(fiscal_year=self.fiscal_year, as_dict=True)
+
+ if not (fiscal_year.year_start_date <= getdate(self.date) \
+ <= fiscal_year.year_end_date):
+ frappe.throw(_('The Certificate Date is not in the Fiscal Year {0}').format(frappe.bold(self.fiscal_year)))
+
+ def validate_duplicates(self):
+ if self.recipient == 'Donor':
+ certificate = frappe.db.exists(self.doctype, {'donation': self.donation})
+ if certificate:
+ frappe.throw(_('An 80G Certificate {0} already exists for the donation {1}').format(
+ get_link_to_form(self.doctype, certificate), frappe.bold(self.donation)
+ ), title=_('Duplicate Certificate'))
+
+ def validate_company_details(self):
+ fields = ['company_80g_number', 'with_effect_from', 'pan_details']
+ company_details = frappe.db.get_value('Company', self.company, fields, as_dict=True)
+ if not company_details.company_80g_number:
+ frappe.throw(_('Please set the {0} for company {1}').format(frappe.bold('80G Number'),
+ get_link_to_form('Company', self.company)))
+
+ if not company_details.pan_details:
+ frappe.throw(_('Please set the {0} for company {1}').format(frappe.bold('PAN Number'),
+ get_link_to_form('Company', self.company)))
+
+ def set_company_address(self):
+ address = get_company_address(self.company)
+ self.company_address = address.company_address
+ self.company_address_display = address.company_address_display
+
+ def set_title(self):
+ if self.recipient == "Member":
+ self.title = self.member_name
+ else:
+ self.title = self.donor_name
+
+ def get_payments(self):
+ if not self.member:
+ frappe.throw(_('Please select a Member first.'))
+
+ fiscal_year = get_fiscal_year(fiscal_year=self.fiscal_year, as_dict=True)
+
+ memberships = frappe.db.get_all('Membership', {
+ 'member': self.member,
+ 'from_date': ['between', (fiscal_year.year_start_date, fiscal_year.year_end_date)],
+ 'to_date': ['between', (fiscal_year.year_start_date, fiscal_year.year_end_date)],
+ 'membership_status': ('!=', 'Cancelled')
+ }, ['from_date', 'amount', 'name', 'invoice', 'payment_id'])
+
+ if not memberships:
+ frappe.msgprint(_('No Membership Payments found against the Member {0}').format(self.member))
+
+ total = 0
+ self.payments = []
+
+ for doc in memberships:
+ self.append('payments', {
+ 'date': doc.from_date,
+ 'amount': doc.amount,
+ 'invoice_id': doc.invoice,
+ 'razorpay_payment_id': doc.payment_id,
+ 'membership': doc.name
+ })
+ total += flt(doc.amount)
+
+ self.total = total
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate/test_tax_exemption_80g_certificate.py b/erpnext/regional/doctype/tax_exemption_80g_certificate/test_tax_exemption_80g_certificate.py
new file mode 100644
index 0000000000..346ebbf679
--- /dev/null
+++ b/erpnext/regional/doctype/tax_exemption_80g_certificate/test_tax_exemption_80g_certificate.py
@@ -0,0 +1,101 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+from frappe.utils import getdate
+from erpnext.accounts.utils import get_fiscal_year
+from erpnext.non_profit.doctype.donation.test_donation import create_donor, create_mode_of_payment, create_donor_type
+from erpnext.non_profit.doctype.donation.donation import create_donation
+from erpnext.non_profit.doctype.membership.test_membership import setup_membership, make_membership
+from erpnext.non_profit.doctype.member.member import create_member
+
+class TestTaxExemption80GCertificate(unittest.TestCase):
+ def setUp(self):
+ frappe.db.sql('delete from `tabTax Exemption 80G Certificate`')
+ frappe.db.sql('delete from `tabMembership`')
+ create_donor_type()
+ settings = frappe.get_doc('Non Profit Settings')
+ settings.company = '_Test Company'
+ settings.donation_company = '_Test Company'
+ settings.default_donor_type = '_Test Donor'
+ settings.creation_user = 'Administrator'
+ settings.save()
+
+ company = frappe.get_doc('Company', '_Test Company')
+ company.pan_details = 'BBBTI3374C'
+ company.company_80g_number = 'NQ.CIT(E)I2018-19/DEL-IE28615-27062018/10087'
+ company.with_effect_from = getdate()
+ company.save()
+
+ def test_duplicate_donation_certificate(self):
+ donor = create_donor()
+ create_mode_of_payment()
+ payment = frappe._dict({
+ 'amount': 100,
+ 'method': 'Debit Card',
+ 'id': 'pay_MeXAmsgeKOhq7O'
+ })
+ donation = create_donation(donor, payment)
+
+ args = frappe._dict({
+ 'recipient': 'Donor',
+ 'donor': donor.name,
+ 'donation': donation.name
+ })
+ certificate = create_80g_certificate(args)
+ certificate.insert()
+
+ # check company details
+ self.assertEquals(certificate.company_pan_number, 'BBBTI3374C')
+ self.assertEquals(certificate.company_80g_number, 'NQ.CIT(E)I2018-19/DEL-IE28615-27062018/10087')
+
+ # check donation details
+ self.assertEquals(certificate.amount, donation.amount)
+
+ duplicate_certificate = create_80g_certificate(args)
+ # duplicate validation
+ self.assertRaises(frappe.ValidationError, duplicate_certificate.insert)
+
+ def test_membership_80g_certificate(self):
+ plan = setup_membership()
+
+ # make test member
+ member_doc = create_member(frappe._dict({
+ 'fullname': "_Test_Member",
+ 'email': "_test_member_erpnext@example.com",
+ 'plan_id': plan.name
+ }))
+ member_doc.make_customer_and_link()
+ member = member_doc.name
+
+ membership = make_membership(member, { "from_date": getdate() })
+ invoice = membership.generate_invoice(save=True)
+
+ args = frappe._dict({
+ 'recipient': 'Member',
+ 'member': member,
+ 'fiscal_year': get_fiscal_year(getdate(), as_dict=True).get('name')
+ })
+ certificate = create_80g_certificate(args)
+ certificate.get_payments()
+ certificate.insert()
+
+ self.assertEquals(len(certificate.payments), 1)
+ self.assertEquals(certificate.payments[0].amount, membership.amount)
+ self.assertEquals(certificate.payments[0].invoice_id, invoice.name)
+
+
+def create_80g_certificate(args):
+ certificate = frappe.get_doc({
+ 'doctype': 'Tax Exemption 80G Certificate',
+ 'recipient': args.recipient,
+ 'date': getdate(),
+ 'company': '_Test Company'
+ })
+
+ certificate.update(args)
+
+ return certificate
\ No newline at end of file
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/__init__.py b/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/tax_exemption_80g_certificate_detail.json b/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/tax_exemption_80g_certificate_detail.json
new file mode 100644
index 0000000000..dfa817dd27
--- /dev/null
+++ b/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/tax_exemption_80g_certificate_detail.json
@@ -0,0 +1,66 @@
+{
+ "actions": [],
+ "creation": "2021-02-15 12:43:52.754124",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "date",
+ "amount",
+ "invoice_id",
+ "column_break_4",
+ "razorpay_payment_id",
+ "membership"
+ ],
+ "fields": [
+ {
+ "fieldname": "date",
+ "fieldtype": "Date",
+ "in_list_view": 1,
+ "label": "Date",
+ "reqd": 1
+ },
+ {
+ "fieldname": "amount",
+ "fieldtype": "Currency",
+ "in_list_view": 1,
+ "label": "Amount",
+ "reqd": 1
+ },
+ {
+ "fieldname": "invoice_id",
+ "fieldtype": "Link",
+ "in_list_view": 1,
+ "label": "Invoice ID",
+ "options": "Sales Invoice",
+ "reqd": 1
+ },
+ {
+ "fieldname": "razorpay_payment_id",
+ "fieldtype": "Data",
+ "label": "Razorpay Payment ID"
+ },
+ {
+ "fieldname": "membership",
+ "fieldtype": "Link",
+ "label": "Membership",
+ "options": "Membership"
+ },
+ {
+ "fieldname": "column_break_4",
+ "fieldtype": "Column Break"
+ }
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2021-02-15 16:35:10.777587",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "Tax Exemption 80G Certificate Detail",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/tax_exemption_80g_certificate_detail.py b/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/tax_exemption_80g_certificate_detail.py
new file mode 100644
index 0000000000..bdad798d98
--- /dev/null
+++ b/erpnext/regional/doctype/tax_exemption_80g_certificate_detail/tax_exemption_80g_certificate_detail.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+# import frappe
+from frappe.model.document import Document
+
+class TaxExemption80GCertificateDetail(Document):
+ pass
diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py
index ee46a52f1c..fa197e36f2 100644
--- a/erpnext/regional/india/setup.py
+++ b/erpnext/regional/india/setup.py
@@ -399,9 +399,9 @@ def make_custom_fields(update=True):
si_einvoice_fields = [
dict(fieldname='irn', label='IRN', fieldtype='Data', read_only=1, insert_after='customer', no_copy=1, print_hide=1,
depends_on='eval:in_list(["Registered Regular", "SEZ", "Overseas", "Deemed Export"], doc.gst_category) && doc.irn_cancelled === 0'),
-
+
dict(fieldname='ack_no', label='Ack. No.', fieldtype='Data', read_only=1, hidden=1, insert_after='irn', no_copy=1, print_hide=1),
-
+
dict(fieldname='ack_date', label='Ack. Date', fieldtype='Data', read_only=1, hidden=1, insert_after='ack_no', no_copy=1, print_hide=1),
dict(fieldname='irn_cancelled', label='IRN Cancelled', fieldtype='Check', no_copy=1, print_hide=1,
@@ -499,6 +499,14 @@ def make_custom_fields(update=True):
fieldtype='Link', options='Salary Component', insert_after='basic_component'),
dict(fieldname='arrear_component', label='Arrear Component',
fieldtype='Link', options='Salary Component', insert_after='hra_component'),
+ dict(fieldname='non_profit_section', label='Non Profit Settings',
+ fieldtype='Section Break', insert_after='asset_received_but_not_billed', collapsible=1),
+ dict(fieldname='company_80g_number', label='80G Number',
+ fieldtype='Data', insert_after='non_profit_section'),
+ dict(fieldname='with_effect_from', label='80G With Effect From',
+ fieldtype='Date', insert_after='company_80g_number'),
+ dict(fieldname='pan_details', label='PAN Number',
+ fieldtype='Data', insert_after='with_effect_from')
],
'Employee Tax Exemption Declaration':[
dict(fieldname='hra_section', label='HRA Exemption',
@@ -581,7 +589,15 @@ def make_custom_fields(update=True):
'options': '\nWith Payment of Tax\nWithout Payment of Tax'
}
],
- "Member": [
+ 'Member': [
+ {
+ 'fieldname': 'pan_number',
+ 'label': 'PAN Details',
+ 'fieldtype': 'Data',
+ 'insert_after': 'email_id'
+ }
+ ],
+ 'Donor': [
{
'fieldname': 'pan_number',
'label': 'PAN Details',
@@ -643,7 +659,7 @@ def set_tax_withholding_category(company):
pass
docs = get_tds_details(accounts, fiscal_year)
-
+
for d in docs:
try:
doc = frappe.get_doc(d)
@@ -661,7 +677,7 @@ def set_tax_withholding_category(company):
fy_exist = [k for k in doc.get('rates') if k.get('fiscal_year')==fiscal_year]
if not fy_exist:
doc.append("rates", d.get('rates')[0])
-
+
doc.flags.ignore_permissions = True
doc.flags.ignore_mandatory = True
doc.save()
diff --git a/erpnext/regional/print_format/80g_certificate_for_donation/80g_certificate_for_donation.json b/erpnext/regional/print_format/80g_certificate_for_donation/80g_certificate_for_donation.json
new file mode 100644
index 0000000000..a8da0bd209
--- /dev/null
+++ b/erpnext/regional/print_format/80g_certificate_for_donation/80g_certificate_for_donation.json
@@ -0,0 +1,26 @@
+{
+ "absolute_value": 0,
+ "align_labels_right": 0,
+ "creation": "2021-02-22 00:17:33.878581",
+ "css": ".details {\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n line-height: 150%;\n}\n\n.certificate-footer {\n font-size: 15px;\n font-family: Tahoma, sans-serif;\n line-height: 140%;\n margin-top: 120px;\n}\n\n.company-address {\n color: #666666;\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n}",
+ "custom_format": 1,
+ "default_print_language": "en",
+ "disabled": 0,
+ "doc_type": "Tax Exemption 80G Certificate",
+ "docstatus": 0,
+ "doctype": "Print Format",
+ "font": "Default",
+ "html": "{% if letter_head and not no_letterhead -%}\n {{ letter_head }}
\n{%- endif %}\n\n\n
{{ doc.company }} 80G Donor Certificate
\n\n
\n\n\n
{{ _(\"Certificate No. : \") }} {{ doc.name }}
\n
\n \t{{ _(\"Date\") }} : {{ doc.get_formatted(\"date\") }}
\n
\n
\n \n
\n\n This is to confirm that the {{ doc.company }} received an amount of
{{doc.get_formatted(\"amount\")}}\n from
{{ doc.donor_name }}\n {% if doc.pan_number -%}\n bearing PAN Number {{ doc.member_pan_number }}\n {%- endif %}\n\n via the Mode of Payment {{doc.mode_of_payment}}\n\n {% if doc.razorpay_payment_id -%}\n bearing RazorPay Payment ID {{ doc.razorpay_payment_id }}\n {%- endif %}\n\n on {{ doc.get_formatted(\"date_of_donation\") }}\n
\n \n
\n We thank you for your contribution towards the corpus of the {{ doc.company }} and helping support our work.\n
\n\n
\n
\n {{doc.company_address_display }}
\n\n",
+ "idx": 0,
+ "line_breaks": 0,
+ "modified": "2021-02-22 00:20:08.516600",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "80G Certificate for Donation",
+ "owner": "Administrator",
+ "print_format_builder": 0,
+ "print_format_type": "Jinja",
+ "raw_printing": 0,
+ "show_section_headings": 0,
+ "standard": "Yes"
+}
\ No newline at end of file
diff --git a/erpnext/regional/print_format/80g_certificate_for_donation/__init__.py b/erpnext/regional/print_format/80g_certificate_for_donation/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/regional/print_format/80g_certificate_for_membership/80g_certificate_for_membership.json b/erpnext/regional/print_format/80g_certificate_for_membership/80g_certificate_for_membership.json
new file mode 100644
index 0000000000..f1b15aab29
--- /dev/null
+++ b/erpnext/regional/print_format/80g_certificate_for_membership/80g_certificate_for_membership.json
@@ -0,0 +1,26 @@
+{
+ "absolute_value": 0,
+ "align_labels_right": 0,
+ "creation": "2021-02-15 16:53:55.026611",
+ "css": ".details {\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n line-height: 150%;\n}\n\n.certificate-footer {\n font-size: 15px;\n font-family: Tahoma, sans-serif;\n line-height: 140%;\n margin-top: 120px;\n}\n\n.company-address {\n color: #666666;\n font-size: 15px;\n font-family: Tahoma, sans-serif;;\n}",
+ "custom_format": 1,
+ "default_print_language": "en",
+ "disabled": 0,
+ "doc_type": "Tax Exemption 80G Certificate",
+ "docstatus": 0,
+ "doctype": "Print Format",
+ "font": "Default",
+ "html": "{% if letter_head and not no_letterhead -%}\n {{ letter_head }}
\n{%- endif %}\n\n\n
{{ doc.company }} Members 80G Donor Certificate
\n Financial Cycle {{ doc.fiscal_year }}
\n\n
\n\n\n
{{ _(\"Certificate No. : \") }} {{ doc.name }}
\n
\n \t{{ _(\"Date\") }} : {{ doc.get_formatted(\"date\") }}
\n
\n
\n \n
\n This is to confirm that the {{ doc.company }} received a total amount of
{{doc.get_formatted(\"total\")}}\n from
{{ doc.member_name }}\n {% if doc.pan_number -%}\n bearing PAN Number {{ doc.member_pan_number }}\n {%- endif %}\n as per the payment details given below:\n \n
\n
\n \t\n \t\t\n \t\t\t| {{ _(\"Date\") }} | \n \t\t\t{{ _(\"Amount\") }} | \n \t\t\t{{ _(\"Invoice ID\") }} | \n \t\t
\n \t\n \t\n \t\t{%- for payment in doc.payments -%}\n \t\t\n \t\t\t| {{ payment.date }} | \n \t\t\t{{ payment.get_formatted(\"amount\") }} | \n \t\t\t{{ payment.invoice_id }} | \n \t\t
\n \t\t{%- endfor -%}\n \t\n
\n \n
\n \n
\n We thank you for your contribution towards the corpus of the {{ doc.company }} and helping support our work.\n
\n\n
\n
\n {{doc.company_address_display }}
\n\n",
+ "idx": 0,
+ "line_breaks": 0,
+ "modified": "2021-02-21 23:29:00.778973",
+ "modified_by": "Administrator",
+ "module": "Regional",
+ "name": "80G Certificate for Membership",
+ "owner": "Administrator",
+ "print_format_builder": 0,
+ "print_format_type": "Jinja",
+ "raw_printing": 0,
+ "show_section_headings": 0,
+ "standard": "Yes"
+}
\ No newline at end of file
diff --git a/erpnext/regional/print_format/80g_certificate_for_membership/__init__.py b/erpnext/regional/print_format/80g_certificate_for_membership/__init__.py
new file mode 100644
index 0000000000..e69de29bb2
diff --git a/erpnext/setup/setup_wizard/operations/install_fixtures.py b/erpnext/setup/setup_wizard/operations/install_fixtures.py
index 72ed00293e..5053c6a512 100644
--- a/erpnext/setup/setup_wizard/operations/install_fixtures.py
+++ b/erpnext/setup/setup_wizard/operations/install_fixtures.py
@@ -195,6 +195,7 @@ def install(country=None):
{'doctype': "Party Type", "party_type": "Member", "account_type": "Receivable"},
{'doctype': "Party Type", "party_type": "Shareholder", "account_type": "Payable"},
{'doctype': "Party Type", "party_type": "Student", "account_type": "Receivable"},
+ {'doctype': "Party Type", "party_type": "Donor", "account_type": "Receivable"},
{'doctype': "Opportunity Type", "name": "Hub"},
{'doctype': "Opportunity Type", "name": _("Sales")},