From c7a72684fd69b8c9a7a93d1d4f807a02898b42c3 Mon Sep 17 00:00:00 2001 From: Ishan Loya Date: Mon, 24 Apr 2017 14:49:04 +0530 Subject: [PATCH] Add bank guarantee doctype with documentation --- .../doctype/bank_guarantee/__init__.py | 0 .../doctype/bank_guarantee/bank_guarantee.js | 45 +++ .../bank_guarantee/bank_guarantee.json | 368 ++++++++++++++++++ .../doctype/bank_guarantee/bank_guarantee.py | 10 + .../bank_guarantee/test_bank_guarantee.py | 12 + .../user/manual/en/accounts/bank-guarantee.md | 7 + .../docs/user/manual/en/accounts/index.txt | 1 + 7 files changed, 443 insertions(+) create mode 100644 erpnext/accounts/doctype/bank_guarantee/__init__.py create mode 100644 erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js create mode 100644 erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json create mode 100644 erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py create mode 100644 erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py create mode 100644 erpnext/docs/user/manual/en/accounts/bank-guarantee.md diff --git a/erpnext/accounts/doctype/bank_guarantee/__init__.py b/erpnext/accounts/doctype/bank_guarantee/__init__.py new file mode 100644 index 0000000000..e69de29bb2 diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js new file mode 100644 index 0000000000..77277aac18 --- /dev/null +++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.js @@ -0,0 +1,45 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt + +frappe.ui.form.on('Bank Guarantee', { + refresh: function(frm) { + cur_frm.set_query("account_name", function() { + return { + "filters": { + "account_type": "Bank", + "is_group": 0 + } + }; + }); + cur_frm.set_query("project", function() { + return { + "filters": { + "customer": cur_frm.doc.customer + } + }; + }); + }, + start_date: function(frm) { + end_date = frappe.datetime.add_days(cur_frm.doc.start_date, cur_frm.doc.validity - 1); + cur_frm.set_value("end_date", end_date); + }, + validity: function(frm) { + end_date = frappe.datetime.add_days(cur_frm.doc.start_date, cur_frm.doc.validity - 1); + cur_frm.set_value("end_date", end_date); + } +}); + +// $.extend(cur_frm.cscript, { +// start_date: function(doc, dt, dn) { +// var me = this; +// end_date = +// frappe.datetime.add_days(this.frm.doc.start_date, this.frm.doc.validity - 1); +// this.frm.set_value("end_date", end_date); +// }, +// validity: function(doc, dt, dn) { +// var me = this; +// end_date = +// frappe.datetime.add_days(this.frm.doc.start_date, this.frm.doc.validity - 1); +// this.frm.set_value("end_date", end_date); +// } +// }); \ No newline at end of file diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json new file mode 100644 index 0000000000..6572efba1f --- /dev/null +++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.json @@ -0,0 +1,368 @@ +{ + "allow_copy": 0, + "allow_guest_to_view": 0, + "allow_import": 0, + "allow_rename": 0, + "autoname": "BNG.#####", + "beta": 0, + "creation": "2016-12-17 10:43:35.731631", + "custom": 0, + "docstatus": 0, + "doctype": "DocType", + "document_type": "Document", + "editable_grid": 1, + "engine": "InnoDB", + "fields": [ + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "customer", + "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": "Customer", + "length": 0, + "no_copy": 0, + "options": "Customer", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 1, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "project", + "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": "Project", + "length": 0, + "no_copy": 0, + "options": "Project", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "account_name", + "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": "Bank Account", + "length": 0, + "no_copy": 0, + "options": "Account", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "amount", + "fieldtype": "Currency", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 1, + "in_standard_filter": 0, + "label": "Amount", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "column_break_6", + "fieldtype": "Column Break", + "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, + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "start_date", + "fieldtype": "Date", + "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": "Start Date", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "description": "", + "fieldname": "validity", + "fieldtype": "Int", + "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": "Validity in Days", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "end_date", + "fieldtype": "Date", + "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": "End Date", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 1, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "bank_guarantee_number", + "fieldtype": "Data", + "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": "Bank Guarantee Number", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 1, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "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": "Bank Guarantee", + "permlevel": 0, + "print_hide": 1, + "print_hide_if_no_value": 0, + "read_only": 1, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + } + ], + "has_web_view": 0, + "hide_heading": 0, + "hide_toolbar": 0, + "idx": 0, + "image_view": 0, + "in_create": 0, + "is_submittable": 1, + "issingle": 0, + "istable": 0, + "max_attachments": 0, + "modified": "2017-04-24 14:23:49.322924", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Bank Guarantee", + "name_case": "", + "owner": "ishan@loyapeb.com", + "permissions": [ + { + "amend": 0, + "apply_user_permissions": 0, + "cancel": 1, + "create": 1, + "delete": 1, + "email": 1, + "export": 1, + "if_owner": 0, + "import": 0, + "permlevel": 0, + "print": 1, + "read": 1, + "report": 1, + "role": "System Manager", + "set_user_permissions": 0, + "share": 1, + "submit": 1, + "write": 1 + } + ], + "quick_entry": 1, + "read_only": 0, + "read_only_onload": 0, + "search_fields": "customer", + "show_name_in_global_search": 0, + "sort_field": "modified", + "sort_order": "DESC", + "title_field": "customer", + "track_changes": 0, + "track_seen": 0 +} \ No newline at end of file diff --git a/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py new file mode 100644 index 0000000000..71647b9e26 --- /dev/null +++ b/erpnext/accounts/doctype/bank_guarantee/bank_guarantee.py @@ -0,0 +1,10 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2015, 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 BankGuarantee(Document): + pass diff --git a/erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py b/erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py new file mode 100644 index 0000000000..0e56991856 --- /dev/null +++ b/erpnext/accounts/doctype/bank_guarantee/test_bank_guarantee.py @@ -0,0 +1,12 @@ +# -*- coding: utf-8 -*- +# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors +# See license.txt +from __future__ import unicode_literals + +import frappe +import unittest + +# test_records = frappe.get_test_records('Bank Guarantee') + +class TestBankGuarantee(unittest.TestCase): + pass diff --git a/erpnext/docs/user/manual/en/accounts/bank-guarantee.md b/erpnext/docs/user/manual/en/accounts/bank-guarantee.md new file mode 100644 index 0000000000..eed96fa9fb --- /dev/null +++ b/erpnext/docs/user/manual/en/accounts/bank-guarantee.md @@ -0,0 +1,7 @@ +A Bank Guarantee is a guarantee from a lending institution such as a bank ensuring the liabilities of a debtor will be met. In other words, if the debtor fails to settle a debt, the bank covers it. A Bank Guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down loans, and thereby expand business activity. + +A client may ask you to provide a Bank Guarantee from a third party such as a bank. This guarantee is for a specified amount, which is usually a percentage of the total value of the contract. The Bank Guarantee is valid for a specified duration after which it expires and must be returned to you by the client. + +This document allows you to track Bank Guarantees given to clients. You can set Email Alerts as the Bank Guarantee expiry date approaches to remind yourself to get the Bank Guarantee back from your client. + +{next} diff --git a/erpnext/docs/user/manual/en/accounts/index.txt b/erpnext/docs/user/manual/en/accounts/index.txt index 6ba9337587..6a0da3a894 100644 --- a/erpnext/docs/user/manual/en/accounts/index.txt +++ b/erpnext/docs/user/manual/en/accounts/index.txt @@ -10,6 +10,7 @@ multi-currency-accounting advance-payment-entry payment-request credit-limit +bank-guarantee accounting-reports accounting-entries managing-fixed-assets