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Add Contract-related doctypes to ERPNext

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This commit is contained in:
Rohan Bansal 2018-05-23 15:06:45 +05:30
parent 37678d4838
commit bf0f0aaf6f
23 changed files with 1896 additions and 1 deletions
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0
erpnext/crm/doctype/contract/__init__.py Normal file
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erpnext/crm/doctype/contract/contract.js Normal file
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// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
cur_frm.add_fetch("contract_template", "contract_terms", "contract_terms");
cur_frm.add_fetch("contract_template", "requires_fulfilment", "requires_fulfilment");
// Add fulfilment terms from contract template into contract
frappe.ui.form.on("Contract", {
contract_template: function (frm) {
// Populate the fulfilment terms table from a contract template, if any
frappe.model.with_doc("Contract Template", frm.doc.contract_template, function () {
var tabletransfer = frappe.model.get_doc("Contract Template", frm.doc.contract_template);
frm.doc.fulfilment_terms = [];
$.each(tabletransfer.fulfilment_terms, function (index, row) {
var d = frm.add_child("fulfilment_terms");
d.requirement = row.requirement;
frm.refresh_field("fulfilment_terms");
});
});
}
});

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erpnext/crm/doctype/contract/contract.json Executable file
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erpnext/crm/doctype/contract/contract.py Normal file
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# -*- coding: utf-8 -*-
# Copyright (c) 2018, 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, now_datetime, nowdate
class Contract(Document):
def autoname(self):
name = self.party_name
if self.contract_template:
name += " - {} Agreement".format(self.contract_template)
self.name = name
def validate(self):
self.validate_dates()
self.update_contract_status()
self.update_fulfilment_status()
self.set_contract_display()
def before_update_after_submit(self):
self.update_contract_status()
self.update_fulfilment_status()
self.set_contract_display()
def validate_dates(self):
if self.end_date and self.end_date < self.start_date:
frappe.throw("End Date cannot be before Start Date!")
def update_contract_status(self):
if self.is_signed:
self.status = get_status(self.start_date, self.end_date)
else:
self.status = "Unsigned"
def update_fulfilment_status(self):
fulfilment_status = "N/A"
if self.requires_fulfilment:
fulfilment_progress = self.get_fulfilment_progress()
if not fulfilment_progress:
fulfilment_status = "Unfulfilled"
elif fulfilment_progress < len(self.fulfilment_terms):
fulfilment_status = "Partially Unfulfilled"
elif fulfilment_progress == len(self.fulfilment_terms):
fulfilment_status = "Fulfilled"
if fulfilment_status != "Fulfilled" and self.fulfilment_deadline:
now_date = getdate(nowdate())
deadline_date = getdate(self.fulfilment_deadline)
if now_date > deadline_date:
fulfilment_status = "Lapsed"
self.fulfilment_status = fulfilment_status
def set_contract_display(self):
self.contract_display = frappe.render_template(self.contract_terms, {"doc": self})
def get_fulfilment_progress(self):
return len([term for term in self.fulfilment_terms if term.fulfilled])
def get_status(start_date, end_date):
"""
Get a Contract's status based on the start, current and end dates
Args:
start_date (str): The start date of the contract
end_date (str): The end date of the contract
Returns:
str: 'Active' if within range, otherwise 'Inactive'
"""
if not end_date:
return "Active"
start_date = getdate(start_date)
end_date = getdate(end_date)
now_date = getdate(nowdate())
return "Active" if start_date < now_date < end_date else "Inactive"
def update_status_for_contracts():
"""
Run the daily hook to update the statuses for all signed
and submitted Contracts
"""
contracts = frappe.get_all("Contract", filters={"is_signed": True, "docstatus": 1}, fields=["name", "start_date", "end_date"])
for contract in contracts:
status = get_status(contract.get("start_date"),
contract.get("end_date"))
frappe.db.set_value("Contract", contract.get("name"), "status", status)

12
erpnext/crm/doctype/contract/contract_list.js Normal file
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frappe.listview_settings['Contract'] = {
add_fields: ["status"],
get_indicator: function (doc) {
if (doc.status == "Unsigned") {
return [__(doc.status), "red", "status,=," + doc.status];
} else if (doc.status == "Active") {
return [__(doc.status), "green", "status,=," + doc.status];
} else if (doc.status == "Inactive") {
return [__(doc.status), "darkgrey", "status,=," + doc.status];
}
},
};

23
erpnext/crm/doctype/contract/test_contract.js Normal file
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/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Contract", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Contract
() => frappe.tests.make('Contract', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

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erpnext/crm/doctype/contract/test_contract.py Normal file
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# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestContract(unittest.TestCase):
pass

0
erpnext/crm/doctype/contract_fulfilment_checklist/__init__.py Normal file
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erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.js Normal file
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// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Contract Fulfilment Checklist', {
refresh: function(frm) {
}
});

219
erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.json Normal file
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{
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"allow_rename": 0,
"beta": 0,
"creation": "2018-04-16 06:51:33.320037",
"custom": 0,
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"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"fields": [
{
"allow_bulk_edit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "fulfilled",
"fieldtype": "Check",
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},
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},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "amended_from",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Amended From",
"length": 0,
"no_copy": 1,
"options": "Contract Fulfilment Checklist",
"permlevel": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
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"remember_last_selected_value": 0,
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}
],
"has_web_view": 0,
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"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 1,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2018-04-16 08:27:25.156332",
"modified_by": "Administrator",
"module": "CRM",
"name": "Contract Fulfilment Checklist",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
}

10
erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.py Normal file
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# -*- coding: utf-8 -*-
# Copyright (c) 2018, 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 ContractFulfilmentChecklist(Document):
pass

23
erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.js Normal file
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/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Contract Fulfilment Checklist", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Contract Fulfilment Checklist
() => frappe.tests.make('Contract Fulfilment Checklist', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

10
erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.py Normal file
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# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestContractFulfilmentChecklist(unittest.TestCase):
pass

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erpnext/crm/doctype/contract_template/__init__.py Normal file
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erpnext/crm/doctype/contract_template/contract_template.js Normal file
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// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Contract Template', {
refresh: function(frm) {
}
});

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erpnext/crm/doctype/contract_template/contract_template.json Normal file
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{
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}
],
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"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
}

10
erpnext/crm/doctype/contract_template/contract_template.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, 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 ContractTemplate(Document):
pass

23
erpnext/crm/doctype/contract_template/test_contract_template.js Normal file
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/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Contract Template", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Contract Template
() => frappe.tests.make('Contract Template', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

10
erpnext/crm/doctype/contract_template/test_contract_template.py Normal file
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@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import frappe
import unittest
class TestContractTemplate(unittest.TestCase):
pass

0
erpnext/crm/doctype/contract_template_fulfilment_terms/__init__.py Normal file
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71
erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.json Normal file
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@ -0,0 +1,71 @@
{
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"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2018-04-16 06:46:48.636936",
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"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"fields": [
{
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"allow_on_submit": 0,
"bold": 0,
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"columns": 0,
"fieldname": "requirement",
"fieldtype": "Data",
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"in_filter": 0,
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"label": "Requirement",
"length": 0,
"no_copy": 0,
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"precision": "",
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}
],
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"modified": "2018-04-16 07:17:38.060049",
"modified_by": "Administrator",
"module": "CRM",
"name": "Contract Template Fulfilment Terms",
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}

10
erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, 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 ContractTemplateFulfilmentTerms(Document):
pass

3
erpnext/hooks.py
View File

@ -235,7 +235,8 @@ scheduler_events = {
"erpnext.setup.doctype.company.company.cache_companies_monthly_sales_history",
"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms",
"erpnext.assets.doctype.asset.asset.update_maintenance_status",
"erpnext.assets.doctype.asset.asset.make_post_gl_entry"
"erpnext.assets.doctype.asset.asset.make_post_gl_entry",
"erpnext.crm.doctype.contract.contract.update_status_for_contracts"
],
"monthly": [
"erpnext.accounts.doctype.sales_invoice.sales_invoice.booked_deferred_revenue",