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Merge branch 'develop' into quality-procedure-v13

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rohitwaghchaure 2020-10-13 23:39:45 +05:30 committed by GitHub
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301 changed files with 105681 additions and 19192 deletions
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2
README.md
View File

@ -16,7 +16,7 @@
ERPNext as a monolith includes the following areas for managing businesses:
1. [Accounting](https://erpnext.com/open-source-accounting)
1. [Inventory](https://erpnext.com/distribution/inventory-management-system)
1. [Warehouse Management](https://erpnext.com/distribution/warehouse-management-system)
1. [CRM](https://erpnext.com/open-source-crm)
1. [Sales](https://erpnext.com/open-source-sales-purchase)
1. [Purchase](https://erpnext.com/open-source-sales-purchase)

4
erpnext/accounts/desk_page/accounting/accounting.json
View File

@ -53,7 +53,7 @@
{
"hidden": 0,
"label": "Goods and Services Tax (GST India)",
"links": "[\n {\n \"label\": \"GST Settings\",\n \"name\": \"GST Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"GST HSN Code\",\n \"name\": \"GST HSN Code\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-1\",\n \"name\": \"GSTR-1\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-2\",\n \"name\": \"GSTR-2\",\n \"type\": \"report\"\n },\n {\n \"label\": \"GSTR 3B Report\",\n \"name\": \"GSTR 3B Report\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Sales Register\",\n \"name\": \"GST Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Purchase Register\",\n \"name\": \"GST Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Sales Register\",\n \"name\": \"GST Itemised Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Purchase Register\",\n \"name\": \"GST Itemised Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"country\": \"India\",\n \"description\": \"C-Form records\",\n \"label\": \"C-Form\",\n \"name\": \"C-Form\",\n \"type\": \"doctype\"\n }\n]"
"links": "[\n {\n \"label\": \"GST Settings\",\n \"name\": \"GST Settings\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"GST HSN Code\",\n \"name\": \"GST HSN Code\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-1\",\n \"name\": \"GSTR-1\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GSTR-2\",\n \"name\": \"GSTR-2\",\n \"type\": \"report\"\n },\n {\n \"label\": \"GSTR 3B Report\",\n \"name\": \"GSTR 3B Report\",\n \"type\": \"doctype\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Sales Register\",\n \"name\": \"GST Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Purchase Register\",\n \"name\": \"GST Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Sales Register\",\n \"name\": \"GST Itemised Sales Register\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"GST Itemised Purchase Register\",\n \"name\": \"GST Itemised Purchase Register\",\n \"type\": \"report\"\n },\n {\n \"country\": \"India\",\n \"description\": \"C-Form records\",\n \"label\": \"C-Form\",\n \"name\": \"C-Form\",\n \"type\": \"doctype\"\n },\n {\n \"country\": \"India\",\n \"label\": \"Lower Deduction Certificate\",\n \"name\": \"Lower Deduction Certificate\",\n \"type\": \"doctype\"\n }\n]"
},
{
"hidden": 0,
@ -98,7 +98,7 @@
"idx": 0,
"is_standard": 1,
"label": "Accounting",
"modified": "2020-09-09 11:45:33.766400",
"modified": "2020-10-08 20:31:46.022470",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting",

43
erpnext/accounts/doctype/account/account.py
View File

@ -117,7 +117,9 @@ class Account(NestedSet):
for d in frappe.db.get_values('Account', filters=filters, fieldname=["company", "name"], as_dict=True):
parent_acc_name_map[d["company"]] = d["name"]
if not parent_acc_name_map: return
self.create_account_for_child_company(parent_acc_name_map, descendants, parent_acc_name)
def validate_group_or_ledger(self):
@ -289,10 +291,30 @@ def validate_account_number(name, account_number, company):
.format(account_number, account_with_same_number))
@frappe.whitelist()
def update_account_number(name, account_name, account_number=None):
def update_account_number(name, account_name, account_number=None, from_descendant=False):
account = frappe.db.get_value("Account", name, "company", as_dict=True)
if not account: return
old_acc_name, old_acc_number = frappe.db.get_value('Account', name, \
["account_name", "account_number"])
# check if account exists in parent company
ancestors = get_ancestors_of("Company", account.company)
allow_independent_account_creation = frappe.get_value("Company", account.company, "allow_account_creation_against_child_company")
if ancestors and not allow_independent_account_creation:
for ancestor in ancestors:
if frappe.db.get_value("Account", {'account_name': old_acc_name, 'company': ancestor}, 'name'):
# same account in parent company exists
allow_child_account_creation = _("Allow Account Creation Against Child Company")
message = _("Account {0} exists in parent company {1}.").format(frappe.bold(old_acc_name), frappe.bold(ancestor))
message += "<br>" + _("Renaming it is only allowed via parent company {0}, \
to avoid mismatch.").format(frappe.bold(ancestor)) + "<br><br>"
message += _("To overrule this, enable '{0}' in company {1}").format(allow_child_account_creation, frappe.bold(account.company))
frappe.throw(message, title=_("Rename Not Allowed"))
validate_account_number(name, account_number, account.company)
if account_number:
frappe.db.set_value("Account", name, "account_number", account_number.strip())
@ -300,6 +322,12 @@ def update_account_number(name, account_name, account_number=None):
frappe.db.set_value("Account", name, "account_number", "")
frappe.db.set_value("Account", name, "account_name", account_name.strip())
if not from_descendant:
# Update and rename in child company accounts as well
descendants = get_descendants_of('Company', account.company)
if descendants:
sync_update_account_number_in_child(descendants, old_acc_name, account_name, account_number, old_acc_number)
new_name = get_account_autoname(account_number, account_name, account.company)
if name != new_name:
frappe.rename_doc("Account", name, new_name, force=1)
@ -330,3 +358,14 @@ def get_root_company(company):
# return the topmost company in the hierarchy
ancestors = get_ancestors_of('Company', company, "lft asc")
return [ancestors[0]] if ancestors else []
def sync_update_account_number_in_child(descendants, old_acc_name, account_name, account_number=None, old_acc_number=None):
filters = {
"company": ["in", descendants],
"account_name": old_acc_name,
}
if old_acc_number:
filters["account_number"] = old_acc_number
for d in frappe.db.get_values('Account', filters=filters, fieldname=["company", "name"], as_dict=True):
update_account_number(d["name"], account_name, account_number, from_descendant=True)

55
erpnext/accounts/doctype/account/test_account.py
View File

@ -5,8 +5,7 @@ from __future__ import unicode_literals
import unittest
import frappe
from erpnext.stock import get_warehouse_account, get_company_default_inventory_account
from erpnext.accounts.doctype.account.account import update_account_number
from erpnext.accounts.doctype.account.account import merge_account
from erpnext.accounts.doctype.account.account import update_account_number, merge_account
class TestAccount(unittest.TestCase):
def test_rename_account(self):
@ -99,7 +98,8 @@ class TestAccount(unittest.TestCase):
"Softwares - _TC", doc.is_group, doc.root_type, doc.company)
def test_account_sync(self):
del frappe.local.flags["ignore_root_company_validation"]
frappe.local.flags.pop("ignore_root_company_validation", None)
acc = frappe.new_doc("Account")
acc.account_name = "Test Sync Account"
acc.parent_account = "Temporary Accounts - _TC3"
@ -111,6 +111,55 @@ class TestAccount(unittest.TestCase):
self.assertEqual(acc_tc_4, "Test Sync Account - _TC4")
self.assertEqual(acc_tc_5, "Test Sync Account - _TC5")
def test_account_rename_sync(self):
frappe.local.flags.pop("ignore_root_company_validation", None)
acc = frappe.new_doc("Account")
acc.account_name = "Test Rename Account"
acc.parent_account = "Temporary Accounts - _TC3"
acc.company = "_Test Company 3"
acc.insert()
# Rename account in parent company
update_account_number(acc.name, "Test Rename Sync Account", "1234")
# Check if renamed in children
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Rename Sync Account", "company": "_Test Company 4", "account_number": "1234"}))
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Rename Sync Account", "company": "_Test Company 5", "account_number": "1234"}))
frappe.delete_doc("Account", "1234 - Test Rename Sync Account - _TC3")
frappe.delete_doc("Account", "1234 - Test Rename Sync Account - _TC4")
frappe.delete_doc("Account", "1234 - Test Rename Sync Account - _TC5")
def test_child_company_account_rename_sync(self):
frappe.local.flags.pop("ignore_root_company_validation", None)
acc = frappe.new_doc("Account")
acc.account_name = "Test Group Account"
acc.parent_account = "Temporary Accounts - _TC3"
acc.is_group = 1
acc.company = "_Test Company 3"
acc.insert()
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Group Account", "company": "_Test Company 4"}))
self.assertTrue(frappe.db.exists("Account", {'account_name': "Test Group Account", "company": "_Test Company 5"}))
# Try renaming child company account
acc_tc_5 = frappe.db.get_value('Account', {'account_name': "Test Group Account", "company": "_Test Company 5"})
self.assertRaises(frappe.ValidationError, update_account_number, acc_tc_5, "Test Modified Account")
# Rename child company account with allow_account_creation_against_child_company enabled
frappe.db.set_value("Company", "_Test Company 5", "allow_account_creation_against_child_company", 1)
update_account_number(acc_tc_5, "Test Modified Account")
self.assertTrue(frappe.db.exists("Account", {'name': "Test Modified Account - _TC5", "company": "_Test Company 5"}))
frappe.db.set_value("Company", "_Test Company 5", "allow_account_creation_against_child_company", 0)
to_delete = ["Test Group Account - _TC3", "Test Group Account - _TC4", "Test Modified Account - _TC5"]
for doc in to_delete:
frappe.delete_doc("Account", doc)
def _make_test_records(verbose):
from frappe.test_runner import make_test_objects

5
erpnext/accounts/doctype/accounts_settings/accounts_settings.json
View File

@ -104,7 +104,7 @@
"default": "1",
"fieldname": "unlink_advance_payment_on_cancelation_of_order",
"fieldtype": "Check",
"label": "Unlink Advance Payment on Cancelation of Order"
"label": "Unlink Advance Payment on Cancellation of Order"
},
{
"default": "1",
@ -223,9 +223,10 @@
],
"icon": "icon-cog",
"idx": 1,
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2020-08-03 20:13:26.043092",
"modified": "2020-10-07 14:58:50.325577",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Settings",

700
erpnext/accounts/doctype/budget/budget.json
View File

@ -1,785 +1,204 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"actions": [],
"allow_import": 1,
"allow_rename": 0,
"beta": 0,
"creation": "2016-05-16 11:42:29.632528",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"budget_against",
"company",
"cost_center",
"project",
"fiscal_year",
"column_break_3",
"monthly_distribution",
"amended_from",
"section_break_6",
"applicable_on_material_request",
"action_if_annual_budget_exceeded_on_mr",
"action_if_accumulated_monthly_budget_exceeded_on_mr",
"column_break_13",
"applicable_on_purchase_order",
"action_if_annual_budget_exceeded_on_po",
"action_if_accumulated_monthly_budget_exceeded_on_po",
"section_break_16",
"applicable_on_booking_actual_expenses",
"action_if_annual_budget_exceeded",
"action_if_accumulated_monthly_budget_exceeded",
"section_break_21",
"accounts"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "Cost Center",
"fetch_if_empty": 0,
"fieldname": "budget_against",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Budget Against",
"length": 0,
"no_copy": 0,
"options": "\nCost Center\nProject",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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},
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"depends_on": "eval:doc.budget_against == 'Project'",
"fetch_if_empty": 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,
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"label": "Project",
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},
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"fieldname": "fiscal_year",
"fieldtype": "Link",
"hidden": 0,
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"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Fiscal Year",
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"fieldname": "column_break_3",
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"depends_on": "eval:in_list([\"Stop\", \"Warn\"], doc.action_if_accumulated_monthly_budget_exceeded_on_po || doc.action_if_accumulated_monthly_budget_exceeded_on_mr || doc.action_if_accumulated_monthly_budget_exceeded_on_actual)",
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},
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},
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"label": "Applicable on Purchase Order"
},
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"fieldname": "applicable_on_booking_actual_expenses",
"fieldtype": "Check",
"hidden": 0,
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"label": "Applicable on booking actual expenses"
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"fieldtype": "Select",
"hidden": 0,
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"options": "\nStop\nWarn\nIgnore"
},
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"allow_bulk_edit": 0,
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"default": "Warn",
"depends_on": "eval:doc.applicable_on_booking_actual_expenses == 1",
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"fieldtype": "Select",
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"label": "Action if Accumulated Monthly Budget Exceeded on Actual",
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},
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"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "section_break_21",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"translatable": 0,
"unique": 0
"fieldtype": "Section Break"
},
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"fetch_if_empty": 0,
"fieldname": "accounts",
"fieldtype": "Table",
"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": "Budget Accounts",
"length": 0,
"no_copy": 0,
"options": "Budget 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,
"translatable": 0,
"unique": 0
"reqd": 1
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"index_web_pages_for_search": 1,
"is_submittable": 1,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2019-03-22 12:06:02.323099",
"links": [],
"modified": "2020-10-06 15:13:54.055854",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Budget",
"name_case": "",
"owner": "Administrator",
"permissions": [
{
@ -789,26 +208,17 @@
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 1,
"write": 1
}
],
"quick_entry": 0,
"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,
"track_views": 0
"track_changes": 1
}

4
erpnext/accounts/doctype/item_tax_template/item_tax_template.json
View File

@ -38,8 +38,8 @@
"reqd": 1
}
],
"modified": "2020-06-18 20:27:42.615842",
"modified_by": "ahmad@havenir.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Item Tax Template",
"owner": "Administrator",

4
erpnext/accounts/doctype/journal_entry/journal_entry.py
View File

@ -22,8 +22,12 @@ class JournalEntry(AccountsController):
return self.voucher_type
def validate(self):
if self.voucher_type == 'Opening Entry':
self.is_opening = 'Yes'
if not self.is_opening:
self.is_opening='No'
self.clearance_date = None
self.validate_party()

13
erpnext/accounts/doctype/loyalty_program/test_loyalty_program.py
View File

@ -195,9 +195,7 @@ def create_sales_invoice_record(qty=1):
def create_records():
# create a new loyalty Account
if frappe.db.exists("Account", "Loyalty - _TC"):
return
if not frappe.db.exists("Account", "Loyalty - _TC"):
frappe.get_doc({
"doctype": "Account",
"account_name": "Loyalty",
@ -208,6 +206,7 @@ def create_records():
}).insert()
# create a new loyalty program Single tier
if not frappe.db.exists("Loyalty Program","Test Single Loyalty"):
frappe.get_doc({
"doctype": "Loyalty Program",
"loyalty_program_name": "Test Single Loyalty",
@ -227,6 +226,7 @@ def create_records():
}).insert()
# create a new customer
if not frappe.db.exists("Customer","Test Loyalty Customer"):
frappe.get_doc({
"customer_group": "_Test Customer Group",
"customer_name": "Test Loyalty Customer",
@ -236,6 +236,7 @@ def create_records():
}).insert()
# create a new loyalty program Multiple tier
if not frappe.db.exists("Loyalty Program","Test Multiple Loyalty"):
frappe.get_doc({
"doctype": "Loyalty Program",
"loyalty_program_name": "Test Multiple Loyalty",
@ -262,7 +263,8 @@ def create_records():
}).insert()
# create an item
item = frappe.get_doc({
if not frappe.db.exists("Item", "Loyal Item"):
frappe.get_doc({
"doctype": "Item",
"item_code": "Loyal Item",
"item_name": "Loyal Item",
@ -274,9 +276,10 @@ def create_records():
}).insert()
# create item price
if not frappe.db.exists("Item Price", {"price_list": "Standard Selling", "item_code": "Loyal Item"}):
frappe.get_doc({
"doctype": "Item Price",
"price_list": "Standard Selling",
"item_code": item.item_code,
"item_code": "Loyal Item",
"price_list_rate": 10000
}).insert()

6
erpnext/accounts/doctype/mode_of_payment/mode_of_payment.json
View File

@ -45,11 +45,11 @@
],
"icon": "fa fa-credit-card",
"idx": 1,
"modified": "2019-08-14 14:58:42.079115",
"modified_by": "sammish.thundiyil@gmail.com",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Mode of Payment",
"owner": "harshada@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"create": 1,

18
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -12,9 +12,10 @@ frappe.ui.form.on('Payment Entry', {
setup: function(frm) {
frm.set_query("paid_from", function() {
frm.events.validate_company(frm);
var account_types = in_list(["Pay", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
return {
filters: {
"account_type": ["in", account_types],
@ -23,13 +24,16 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("party_type", function() {
frm.events.validate_company(frm);
return{
filters: {
"name": ["in", Object.keys(frappe.boot.party_account_types)],
}
}
});
frm.set_query("party_bank_account", function() {
return {
filters: {
@ -39,6 +43,7 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("bank_account", function() {
return {
filters: {
@ -47,6 +52,7 @@ frappe.ui.form.on('Payment Entry', {
}
}
});
frm.set_query("contact_person", function() {
if (frm.doc.party) {
return {
@ -58,10 +64,12 @@ frappe.ui.form.on('Payment Entry', {
};
}
});
frm.set_query("paid_to", function() {
frm.events.validate_company(frm);
var account_types = in_list(["Receive", "Internal Transfer"], frm.doc.payment_type) ?
["Bank", "Cash"] : [frappe.boot.party_account_types[frm.doc.party_type]];
return {
filters: {
"account_type": ["in", account_types],
@ -150,6 +158,12 @@ frappe.ui.form.on('Payment Entry', {
frm.events.show_general_ledger(frm);
},
validate_company: (frm) => {
if (!frm.doc.company){
frappe.throw({message:__("Please select a Company first."), title: __("Mandatory")});
}
},
company: function(frm) {
frm.events.hide_unhide_fields(frm);
frm.events.set_dynamic_labels(frm);

2
erpnext/accounts/doctype/payment_entry/payment_entry_list.js
View File

@ -1,6 +1,7 @@
frappe.listview_settings['Payment Entry'] = {
onload: function(listview) {
if (listview.page.fields_dict.party_type) {
listview.page.fields_dict.party_type.get_query = function() {
return {
"filters": {
@ -9,4 +10,5 @@ frappe.listview_settings['Payment Entry'] = {
};
};
}
}
};

4
erpnext/accounts/doctype/period_closing_voucher/period_closing_voucher.json
View File

@ -291,11 +291,11 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-08-21 16:15:49.089450",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Period Closing Voucher",
"owner": "jai@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"amend": 1,

4
erpnext/accounts/doctype/pos_closing_entry/test_pos_closing_entry.py
View File

@ -45,7 +45,7 @@ class TestPOSClosingEntry(unittest.TestCase):
frappe.set_user("Administrator")
frappe.db.sql("delete from `tabPOS Profile`")
def init_user_and_profile():
def init_user_and_profile(**args):
user = 'test@example.com'
test_user = frappe.get_doc('User', user)
@ -53,7 +53,7 @@ def init_user_and_profile():
test_user.add_roles(*roles)
frappe.set_user(user)
pos_profile = make_pos_profile()
pos_profile = make_pos_profile(**args)
pos_profile.append('applicable_for_users', {
'default': 1,
'user': user

3
erpnext/accounts/doctype/pos_invoice/pos_invoice.py
View File

@ -139,7 +139,8 @@ class POSInvoice(SalesInvoice):
frappe.throw(_("At least one mode of payment is required for POS invoice."))
def validate_change_account(self):
if frappe.db.get_value("Account", self.account_for_change_amount, "company") != self.company:
if self.change_amount and self.account_for_change_amount and \
frappe.db.get_value("Account", self.account_for_change_amount, "company") != self.company:
frappe.throw(_("The selected change account {} doesn't belongs to Company {}.").format(self.account_for_change_amount, self.company))
def validate_change_amount(self):

140
erpnext/accounts/doctype/pos_invoice/test_pos_invoice.py
View File

@ -7,6 +7,8 @@ import frappe
import unittest, copy, time
from erpnext.accounts.doctype.pos_profile.test_pos_profile import make_pos_profile
from erpnext.accounts.doctype.pos_invoice.pos_invoice import make_sales_return
from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
class TestPOSInvoice(unittest.TestCase):
def test_timestamp_change(self):
@ -221,29 +223,29 @@ class TestPOSInvoice(unittest.TestCase):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_serialized_item
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
se = make_serialized_item(company='_Test Company with perpetual inventory',
target_warehouse="Stores - TCP1", cost_center='Main - TCP1', expense_account='Cost of Goods Sold - TCP1')
se = make_serialized_item(company='_Test Company',
target_warehouse="Stores - _TC", cost_center='Main - _TC', expense_account='Cost of Goods Sold - _TC')
serial_nos = get_serial_nos(se.get("items")[0].serial_no)
pos = create_pos_invoice(company='_Test Company with perpetual inventory', debit_to='Debtors - TCP1',
account_for_change_amount='Cash - TCP1', warehouse='Stores - TCP1', income_account='Sales - TCP1',
expense_account='Cost of Goods Sold - TCP1', cost_center='Main - TCP1',
pos = create_pos_invoice(company='_Test Company', debit_to='Debtors - _TC',
account_for_change_amount='Cash - _TC', warehouse='Stores - _TC', income_account='Sales - _TC',
expense_account='Cost of Goods Sold - _TC', cost_center='Main - _TC',
item=se.get("items")[0].item_code, rate=1000, do_not_save=1)
pos.get("items")[0].serial_no = serial_nos[0]
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - TCP1', 'amount': 1000})
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
pos.insert()
pos.submit()
pos2 = create_pos_invoice(company='_Test Company with perpetual inventory', debit_to='Debtors - TCP1',
account_for_change_amount='Cash - TCP1', warehouse='Stores - TCP1', income_account='Sales - TCP1',
expense_account='Cost of Goods Sold - TCP1', cost_center='Main - TCP1',
pos2 = create_pos_invoice(company='_Test Company', debit_to='Debtors - _TC',
account_for_change_amount='Cash - _TC', warehouse='Stores - _TC', income_account='Sales - _TC',
expense_account='Cost of Goods Sold - _TC', cost_center='Main - _TC',
item=se.get("items")[0].item_code, rate=1000, do_not_save=1)
pos2.get("items")[0].serial_no = serial_nos[0]
pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - TCP1', 'amount': 1000})
pos2.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 1000})
self.assertRaises(frappe.ValidationError, pos2.insert)
@ -286,6 +288,119 @@ class TestPOSInvoice(unittest.TestCase):
after_redeem_lp_details = get_loyalty_program_details_with_points(inv.customer, company=inv.company, loyalty_program=inv.loyalty_program)
self.assertEqual(after_redeem_lp_details.loyalty_points, 9)
def test_merging_into_sales_invoice_with_discount(self):
from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import init_user_and_profile
from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import merge_pos_invoices
frappe.db.sql("delete from `tabPOS Invoice`")
test_user, pos_profile = init_user_and_profile()
pos_inv = create_pos_invoice(rate=300, additional_discount_percentage=10, do_not_submit=1)
pos_inv.append('payments', {
'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 270
})
pos_inv.submit()
pos_inv2 = create_pos_invoice(rate=3200, do_not_submit=1)
pos_inv2.append('payments', {
'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 3200
})
pos_inv2.submit()
merge_pos_invoices()
pos_inv.load_from_db()
rounded_total = frappe.db.get_value("Sales Invoice", pos_inv.consolidated_invoice, "rounded_total")
self.assertEqual(rounded_total, 3470)
frappe.set_user("Administrator")
def test_merging_into_sales_invoice_with_discount_and_inclusive_tax(self):
from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import init_user_and_profile
from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import merge_pos_invoices
frappe.db.sql("delete from `tabPOS Invoice`")
test_user, pos_profile = init_user_and_profile()
pos_inv = create_pos_invoice(rate=300, do_not_submit=1)
pos_inv.append('payments', {
'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 300
})
pos_inv.append('taxes', {
"charge_type": "On Net Total",
"account_head": "_Test Account Service Tax - _TC",
"cost_center": "_Test Cost Center - _TC",
"description": "Service Tax",
"rate": 14,
'included_in_print_rate': 1
})
pos_inv.submit()
pos_inv2 = create_pos_invoice(rate=300, qty=2, do_not_submit=1)
pos_inv2.additional_discount_percentage = 10
pos_inv2.append('payments', {
'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 540
})
pos_inv2.append('taxes', {
"charge_type": "On Net Total",
"account_head": "_Test Account Service Tax - _TC",
"cost_center": "_Test Cost Center - _TC",
"description": "Service Tax",
"rate": 14,
'included_in_print_rate': 1
})
pos_inv2.submit()
merge_pos_invoices()
pos_inv.load_from_db()
rounded_total = frappe.db.get_value("Sales Invoice", pos_inv.consolidated_invoice, "rounded_total")
self.assertEqual(rounded_total, 840)
frappe.set_user("Administrator")
def test_merging_with_validate_selling_price(self):
from erpnext.accounts.doctype.pos_closing_entry.test_pos_closing_entry import init_user_and_profile
from erpnext.accounts.doctype.pos_invoice_merge_log.pos_invoice_merge_log import merge_pos_invoices
if not frappe.db.get_single_value("Selling Settings", "validate_selling_price"):
frappe.db.set_value("Selling Settings", "Selling Settings", "validate_selling_price", 1)
make_purchase_receipt(item_code="_Test Item", warehouse="_Test Warehouse - _TC", qty=1, rate=300)
frappe.db.sql("delete from `tabPOS Invoice`")
test_user, pos_profile = init_user_and_profile()
pos_inv = create_pos_invoice(rate=300, do_not_submit=1)
pos_inv.append('payments', {
'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 300
})
pos_inv.append('taxes', {
"charge_type": "On Net Total",
"account_head": "_Test Account Service Tax - _TC",
"cost_center": "_Test Cost Center - _TC",
"description": "Service Tax",
"rate": 14,
'included_in_print_rate': 1
})
self.assertRaises(frappe.ValidationError, pos_inv.submit)
pos_inv2 = create_pos_invoice(rate=400, do_not_submit=1)
pos_inv2.append('payments', {
'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 400
})
pos_inv2.append('taxes', {
"charge_type": "On Net Total",
"account_head": "_Test Account Service Tax - _TC",
"cost_center": "_Test Cost Center - _TC",
"description": "Service Tax",
"rate": 14,
'included_in_print_rate': 1
})
pos_inv2.submit()
merge_pos_invoices()
pos_inv2.load_from_db()
rounded_total = frappe.db.get_value("Sales Invoice", pos_inv2.consolidated_invoice, "rounded_total")
self.assertEqual(rounded_total, 400)
frappe.set_user("Administrator")
frappe.db.set_value("Selling Settings", "Selling Settings", "validate_selling_price", 0)
def create_pos_invoice(**args):
args = frappe._dict(args)
pos_profile = None
@ -294,12 +409,11 @@ def create_pos_invoice(**args):
pos_profile.save()
pos_inv = frappe.new_doc("POS Invoice")
pos_inv.update(args)
pos_inv.update_stock = 1
pos_inv.is_pos = 1
pos_inv.pos_profile = args.pos_profile or pos_profile.name
pos_inv.set_missing_values()
if args.posting_date:
pos_inv.set_posting_time = 1
pos_inv.posting_date = args.posting_date or frappe.utils.nowdate()
@ -313,6 +427,8 @@ def create_pos_invoice(**args):
pos_inv.conversion_rate = args.conversion_rate or 1
pos_inv.account_for_change_amount = args.account_for_change_amount or "Cash - _TC"
pos_inv.set_missing_values()
pos_inv.append("items", {
"item_code": args.item or args.item_code or "_Test Item",
"warehouse": args.warehouse or "_Test Warehouse - _TC",

19
erpnext/accounts/doctype/pos_invoice_merge_log/pos_invoice_merge_log.py
View File

@ -96,17 +96,28 @@ class POSInvoiceMergeLog(Document):
loyalty_amount_sum += doc.loyalty_amount
for item in doc.get('items'):
found = False
for i in items:
if (i.item_code == item.item_code and not i.serial_no and not i.batch_no and
i.uom == item.uom and i.net_rate == item.net_rate):
found = True
i.qty = i.qty + item.qty
if not found:
item.rate = item.net_rate
items.append(item)
for tax in doc.get('taxes'):
found = False
for t in taxes:
if t.account_head == tax.account_head and t.cost_center == tax.cost_center and t.rate == tax.rate:
t.tax_amount = flt(t.tax_amount) + flt(tax.tax_amount)
t.base_tax_amount = flt(t.base_tax_amount) + flt(tax.base_tax_amount)
if t.account_head == tax.account_head and t.cost_center == tax.cost_center:
t.tax_amount = flt(t.tax_amount) + flt(tax.tax_amount_after_discount_amount)
t.base_tax_amount = flt(t.base_tax_amount) + flt(tax.base_tax_amount_after_discount_amount)
found = True
if not found:
tax.charge_type = 'Actual'
tax.included_in_print_rate = 0
tax.tax_amount = tax.tax_amount_after_discount_amount
tax.base_tax_amount = tax.base_tax_amount_after_discount_amount
taxes.append(tax)
for payment in doc.get('payments'):
@ -127,6 +138,8 @@ class POSInvoiceMergeLog(Document):
invoice.set('items', items)
invoice.set('payments', payments)
invoice.set('taxes', taxes)
invoice.additional_discount_percentage = 0
invoice.discount_amount = 0.0
return invoice

11
erpnext/accounts/doctype/pos_opening_entry/pos_opening_entry.py
View File

@ -5,13 +5,14 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import cint
from frappe.utils import cint, get_link_to_form
from frappe.model.document import Document
from erpnext.controllers.status_updater import StatusUpdater
class POSOpeningEntry(StatusUpdater):
def validate(self):
self.validate_pos_profile_and_cashier()
self.validate_payment_method_account()
self.set_status()
def validate_pos_profile_and_cashier(self):
@ -21,5 +22,13 @@ class POSOpeningEntry(StatusUpdater):
if not cint(frappe.db.get_value("User", self.user, "enabled")):
frappe.throw(_("User {} has been disabled. Please select valid user/cashier".format(self.user)))
def validate_payment_method_account(self):
for d in self.balance_details:
account = frappe.db.get_value("Mode of Payment Account",
{"parent": d.mode_of_payment, "company": self.company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
def on_submit(self):
self.set_status(update=True)

9
erpnext/accounts/doctype/pos_profile/pos_profile.js
View File

@ -15,15 +15,6 @@ frappe.ui.form.on("POS Profile", "onload", function(frm) {
erpnext.queries.setup_queries(frm, "Warehouse", function() {
return erpnext.queries.warehouse(frm.doc);
});
frm.call({
method: "erpnext.accounts.doctype.pos_profile.pos_profile.get_series",
callback: function(r) {
if(!r.exc) {
set_field_options("naming_series", r.message);
}
}
});
});
frappe.ui.form.on('POS Profile', {

14
erpnext/accounts/doctype/pos_profile/pos_profile.json
View File

@ -8,7 +8,6 @@
"field_order": [
"disabled",
"section_break_2",
"naming_series",
"customer",
"company",
"country",
@ -59,17 +58,6 @@
"fieldname": "section_break_2",
"fieldtype": "Section Break"
},
{
"fieldname": "naming_series",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Series",
"no_copy": 1,
"oldfieldname": "naming_series",
"oldfieldtype": "Select",
"options": "[Select]",
"reqd": 1
},
{
"fieldname": "customer",
"fieldtype": "Link",
@ -323,7 +311,7 @@
"icon": "icon-cog",
"idx": 1,
"links": [],
"modified": "2020-06-29 12:20:30.977272",
"modified": "2020-10-01 17:29:27.759088",
"modified_by": "Administrator",
"module": "Accounts",
"name": "POS Profile",

25
erpnext/accounts/doctype/pos_profile/pos_profile.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
from frappe import msgprint, _
from frappe.utils import cint, now
from frappe.utils import cint, now, get_link_to_form
from six import iteritems
from frappe.model.document import Document
@ -13,7 +13,7 @@ class POSProfile(Document):
self.validate_default_profile()
self.validate_all_link_fields()
self.validate_duplicate_groups()
self.check_default_payment()
self.validate_payment_methods()
def validate_default_profile(self):
for row in self.applicable_for_users:
@ -52,14 +52,23 @@ class POSProfile(Document):
if len(customer_groups) != len(set(customer_groups)):
frappe.throw(_("Duplicate customer group found in the cutomer group table"), title = "Duplicate Customer Group")
def check_default_payment(self):
if self.payments:
def validate_payment_methods(self):
if not self.payments:
frappe.throw(_("Payment methods are mandatory. Please add at least one payment method."))
default_mode_of_payment = [d.default for d in self.payments if d.default]
if not default_mode_of_payment:
frappe.throw(_("Set default mode of payment"))
frappe.throw(_("Please select a default mode of payment"))
if len(default_mode_of_payment) > 1:
frappe.throw(_("Multiple default mode of payment is not allowed"))
frappe.throw(_("You can only select one mode of payment as default"))
for d in self.payments:
account = frappe.db.get_value("Mode of Payment Account",
{"parent": d.mode_of_payment, "company": self.company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
def on_update(self):
self.set_defaults()
@ -100,10 +109,6 @@ def get_child_nodes(group_type, root):
return frappe.db.sql(""" Select name, lft, rgt from `tab{tab}` where
lft >= {lft} and rgt <= {rgt} order by lft""".format(tab=group_type, lft=lft, rgt=rgt), as_dict=1)
@frappe.whitelist()
def get_series():
return frappe.get_meta("POS Invoice").get_field("naming_series").options or "s"
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
def pos_profile_query(doctype, txt, searchfield, start, page_len, filters):

8
erpnext/accounts/doctype/pos_settings/pos_settings.js
View File

@ -7,10 +7,10 @@ frappe.ui.form.on('POS Settings', {
},
get_invoice_fields: function(frm) {
frappe.model.with_doctype("Sales Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
frappe.model.with_doctype("POS Invoice", () => {
var fields = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
if (frappe.model.no_value_type.indexOf(d.fieldtype) === -1 ||
d.fieldtype === 'Table') {
['Table', 'Button'].includes(d.fieldtype)) {
return { label: d.label + ' (' + d.fieldtype + ')', value: d.fieldname };
} else {
return null;
@ -25,7 +25,7 @@ frappe.ui.form.on('POS Settings', {
frappe.ui.form.on("POS Field", {
fieldname: function(frm, doctype, name) {
var doc = frappe.get_doc(doctype, name);
var df = $.map(frappe.get_doc("DocType", "Sales Invoice").fields, function(d) {
var df = $.map(frappe.get_doc("DocType", "POS Invoice").fields, function(d) {
return doc.fieldname == d.fieldname ? d : null;
})[0];

11
erpnext/accounts/doctype/pricing_rule/pricing_rule.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:title",
@ -71,6 +72,7 @@
"section_break_13",
"threshold_percentage",
"priority",
"condition",
"column_break_66",
"apply_multiple_pricing_rules",
"apply_discount_on_rate",
@ -550,11 +552,18 @@
"fieldtype": "Link",
"label": "Promotional Scheme",
"options": "Promotional Scheme"
},
{
"description": "Simple Python Expression, Example: territory != 'All Territories'",
"fieldname": "condition",
"fieldtype": "Code",
"label": "Condition"
}
],
"icon": "fa fa-gift",
"idx": 1,
"modified": "2019-12-18 17:29:22.957077",
"links": [],
"modified": "2020-08-26 12:24:44.740734",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Pricing Rule",

8
erpnext/accounts/doctype/pricing_rule/pricing_rule.py
View File

@ -6,9 +6,10 @@ from __future__ import unicode_literals
import frappe
import json
import copy
import re
from frappe import throw, _
from frappe.utils import flt, cint, getdate
from frappe.model.document import Document
from six import string_types
@ -30,6 +31,7 @@ class PricingRule(Document):
self.validate_max_discount()
self.validate_price_list_with_currency()
self.validate_dates()
self.validate_condition()
if not self.margin_type: self.margin_rate_or_amount = 0.0
@ -140,6 +142,10 @@ class PricingRule(Document):
if self.valid_from and self.valid_upto and getdate(self.valid_from) > getdate(self.valid_upto):
frappe.throw(_("Valid from date must be less than valid upto date"))
def validate_condition(self):
if self.condition and ("=" in self.condition) and re.match("""[\w\.:_]+\s*={1}\s*[\w\.@'"]+""", self.condition):
frappe.throw(_("Invalid condition expression"))
#--------------------------------------------------------------------------------
@frappe.whitelist()

30
erpnext/accounts/doctype/pricing_rule/test_pricing_rule.py
View File

@ -430,6 +430,33 @@ class TestPricingRule(unittest.TestCase):
self.assertTrue(details)
def test_pricing_rule_for_condition(self):
frappe.delete_doc_if_exists("Pricing Rule", "_Test Pricing Rule")
make_pricing_rule(selling=1, margin_type="Percentage", \
condition="customer=='_Test Customer 1' and is_return==0", discount_percentage=10)
# Incorrect Customer and Correct is_return value
si = create_sales_invoice(do_not_submit=True, customer="_Test Customer 2", is_return=0)
si.items[0].price_list_rate = 1000
si.submit()
item = si.items[0]
self.assertEquals(item.rate, 100)
# Correct Customer and Incorrect is_return value
si = create_sales_invoice(do_not_submit=True, customer="_Test Customer 1", is_return=1, qty=-1)
si.items[0].price_list_rate = 1000
si.submit()
item = si.items[0]
self.assertEquals(item.rate, 100)
# Correct Customer and correct is_return value
si = create_sales_invoice(do_not_submit=True, customer="_Test Customer 1", is_return=0)
si.items[0].price_list_rate = 1000
si.submit()
item = si.items[0]
self.assertEquals(item.rate, 900)
def make_pricing_rule(**args):
args = frappe._dict(args)
@ -448,7 +475,8 @@ def make_pricing_rule(**args):
"discount_percentage": args.discount_percentage or 0.0,
"rate": args.rate or 0.0,
"margin_type": args.margin_type,
"margin_rate_or_amount": args.margin_rate_or_amount or 0.0
"margin_rate_or_amount": args.margin_rate_or_amount or 0.0,
"condition": args.condition or ''
})
apply_on = doc.apply_on.replace(' ', '_').lower()

19
erpnext/accounts/doctype/pricing_rule/utils.py
View File

@ -37,6 +37,8 @@ def get_pricing_rules(args, doc=None):
rules = []
pricing_rules = filter_pricing_rule_based_on_condition(pricing_rules, doc)
if not pricing_rules: return []
if apply_multiple_pricing_rules(pricing_rules):
@ -51,6 +53,23 @@ def get_pricing_rules(args, doc=None):
return rules
def filter_pricing_rule_based_on_condition(pricing_rules, doc=None):
filtered_pricing_rules = []
if doc:
for pricing_rule in pricing_rules:
if pricing_rule.condition:
try:
if frappe.safe_eval(pricing_rule.condition, None, doc.as_dict()):
filtered_pricing_rules.append(pricing_rule)
except:
pass
else:
filtered_pricing_rules.append(pricing_rule)
else:
filtered_pricing_rules = pricing_rules
return filtered_pricing_rules
def _get_pricing_rules(apply_on, args, values):
apply_on_field = frappe.scrub(apply_on)

3
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -711,7 +711,8 @@ class PurchaseInvoice(BuyingController):
item.item_tax_amount / self.conversion_rate)
}, item=item))
else:
cwip_account = get_asset_account("capital_work_in_progress_account", company = self.company)
cwip_account = get_asset_account("capital_work_in_progress_account",
asset_category=item.asset_category,company=self.company)
cwip_account_currency = get_account_currency(cwip_account)
gl_entries.append(self.get_gl_dict({

3
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -1002,7 +1002,8 @@ def make_purchase_invoice(**args):
"cost_center": args.cost_center or "_Test Cost Center - _TC",
"project": args.project,
"rejected_warehouse": args.rejected_warehouse or "",
"rejected_serial_no": args.rejected_serial_no or ""
"rejected_serial_no": args.rejected_serial_no or "",
"asset_location": args.location or ""
})
if args.get_taxes_and_charges:

2
erpnext/accounts/doctype/purchase_taxes_and_charges/purchase_taxes_and_charges.json
View File

@ -210,7 +210,7 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-03-12 14:53:47.679439",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges",

2
erpnext/accounts/doctype/purchase_taxes_and_charges_template/purchase_taxes_and_charges_template.json
View File

@ -78,7 +78,7 @@
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges Template",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [
{
"email": 1,

13
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
View File

@ -19,6 +19,7 @@
"is_return",
"column_break1",
"company",
"company_tax_id",
"posting_date",
"posting_time",
"set_posting_time",
@ -1825,7 +1826,7 @@
"fieldtype": "Table",
"hide_days": 1,
"hide_seconds": 1,
"label": "Sales Team1",
"label": "Sales Contributions and Incentives",
"oldfieldname": "sales_team",
"oldfieldtype": "Table",
"options": "Sales Team",
@ -1926,6 +1927,7 @@
},
{
"default": "0",
"depends_on": "eval:(doc.is_pos && doc.is_consolidated)",
"fieldname": "is_consolidated",
"fieldtype": "Check",
"label": "Is Consolidated",
@ -1940,13 +1942,20 @@
"hide_seconds": 1,
"label": "Is Internal Customer",
"read_only": 1
},
{
"fetch_from": "company.tax_id",
"fieldname": "company_tax_id",
"fieldtype": "Data",
"label": "Company Tax ID",
"read_only": 1
}
],
"icon": "fa fa-file-text",
"idx": 181,
"is_submittable": 1,
"links": [],
"modified": "2020-08-27 01:56:28.532140",
"modified": "2020-10-09 15:59:57.544736",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

19
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate
from frappe.utils import cint, flt, add_months, today, date_diff, getdate, add_days, cstr, nowdate, get_link_to_form
from frappe import _, msgprint, throw
from erpnext.accounts.party import get_party_account, get_due_date
from frappe.model.mapper import get_mapped_doc
@ -428,7 +428,7 @@ class SalesInvoice(SellingController):
if pos.get('account_for_change_amount'):
self.account_for_change_amount = pos.get('account_for_change_amount')
for fieldname in ('naming_series', 'currency', 'letter_head', 'tc_name',
for fieldname in ('currency', 'letter_head', 'tc_name',
'company', 'select_print_heading', 'write_off_account', 'taxes_and_charges',
'write_off_cost_center', 'apply_discount_on', 'cost_center'):
if (not for_validate) or (for_validate and not self.get(fieldname)):
@ -572,7 +572,8 @@ class SalesInvoice(SellingController):
def validate_pos(self):
if self.is_return:
if flt(self.paid_amount) + flt(self.write_off_amount) - flt(self.grand_total) > \
invoice_total = self.rounded_total or self.grand_total
if flt(self.paid_amount) + flt(self.write_off_amount) - flt(invoice_total) > \
1.0/(10.0**(self.precision("grand_total") + 1.0)):
frappe.throw(_("Paid amount + Write Off Amount can not be greater than Grand Total"))
@ -1372,7 +1373,7 @@ def get_bank_cash_account(mode_of_payment, company):
{"parent": mode_of_payment, "company": company}, "default_account")
if not account:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(mode_of_payment))
.format(get_link_to_form("Mode of Payment", mode_of_payment)), title=_("Missing Account"))
return {
"account": account
}
@ -1612,16 +1613,14 @@ def update_multi_mode_option(doc, pos_profile):
payment.type = payment_mode.type
doc.set('payments', [])
if not pos_profile or not pos_profile.get('payments'):
for payment_mode in get_all_mode_of_payments(doc):
append_payment(payment_mode)
return
for pos_payment_method in pos_profile.get('payments'):
pos_payment_method = pos_payment_method.as_dict()
payment_mode = get_mode_of_payment_info(pos_payment_method.mode_of_payment, doc.company)
if payment_mode:
if not payment_mode:
frappe.throw(_("Please set default Cash or Bank account in Mode of Payment {0}")
.format(get_link_to_form("Mode of Payment", pos_payment_method.mode_of_payment)), title=_("Missing Account"))
payment_mode[0].default = pos_payment_method.default
append_payment(payment_mode[0])

3
erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
View File

@ -13,8 +13,7 @@ def get_data():
'Auto Repeat': 'reference_document',
},
'internal_links': {
'Sales Order': ['items', 'sales_order'],
'Delivery Note': ['items', 'delivery_note']
'Sales Order': ['items', 'sales_order']
},
'transactions': [
{

1
erpnext/accounts/doctype/subscription/subscription.py
View File

@ -345,6 +345,7 @@ class Subscription(Document):
invoice.set_taxes()
# Due date
if self.days_until_due:
invoice.append(
'payment_schedule',
{

19
erpnext/accounts/doctype/tax_rule/test_tax_rule.py
View File

@ -6,6 +6,8 @@ from __future__ import unicode_literals
import frappe
import unittest
from erpnext.accounts.doctype.tax_rule.tax_rule import IncorrectCustomerGroup, IncorrectSupplierType, ConflictingTaxRule, get_tax_template
from erpnext.crm.doctype.opportunity.test_opportunity import make_opportunity
from erpnext.crm.doctype.opportunity.opportunity import make_quotation
test_records = frappe.get_test_records('Tax Rule')
@ -144,6 +146,23 @@ class TestTaxRule(unittest.TestCase):
self.assertEqual(get_tax_template("2015-01-01", {"customer":"_Test Customer", "billing_city": "Test City 1"}),
"_Test Sales Taxes and Charges Template 1 - _TC")
def test_taxes_fetch_via_tax_rule(self):
make_tax_rule(customer= "_Test Customer", billing_city = "_Test City",
sales_tax_template = "_Test Sales Taxes and Charges Template - _TC", save=1)
# create opportunity for customer
opportunity = make_opportunity(with_items=1)
# make quotation from opportunity
quotation = make_quotation(opportunity.name)
quotation.save()
self.assertEqual(quotation.taxes_and_charges, "_Test Sales Taxes and Charges Template - _TC")
# Check if accounts heads and rate fetched are also fetched from tax template or not
self.assertTrue(len(quotation.taxes) > 0)
def make_tax_rule(**args):
args = frappe._dict(args)

2
erpnext/accounts/doctype/tax_withholding_category/tax_withholding_category.py
View File

@ -106,6 +106,7 @@ def get_tds_amount(suppliers, net_total, company, tax_details, fiscal_year_detai
from `tabGL Entry`
where company = %s and
party in %s and fiscal_year=%s and credit > 0
and is_opening = 'No'
""", (company, tuple(suppliers), fiscal_year), as_dict=1)
vouchers = [d.voucher_no for d in entries]
@ -192,6 +193,7 @@ def get_advance_vouchers(suppliers, fiscal_year=None, company=None, from_date=No
select distinct voucher_no
from `tabGL Entry`
where party in %s and %s and debit > 0
and is_opening = 'No'
""", (tuple(suppliers), condition)) or []
def get_debit_note_amount(suppliers, year_start_date, year_end_date, company=None):

1
erpnext/accounts/general_ledger.py
View File

@ -320,7 +320,6 @@ def make_reverse_gl_entries(gl_entries=None, voucher_type=None, voucher_no=None,
entry['remarks'] = "On cancellation of " + entry['voucher_no']
entry['is_cancelled'] = 1
entry['posting_date'] = today()
if entry['debit'] or entry['credit']:
make_entry(entry, adv_adj, "Yes")

22
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
View File

@ -72,7 +72,7 @@ erpnext.accounts.bankReconciliation = class BankReconciliation {
check_plaid_status() {
const me = this;
frappe.db.get_value("Plaid Settings", "Plaid Settings", "enabled", (r) => {
if (r && r.enabled == "1") {
if (r && r.enabled === "1") {
me.plaid_status = "active"
} else {
me.plaid_status = "inactive"
@ -214,31 +214,35 @@ erpnext.accounts.bankTransactionSync = class bankTransactionSync {
init_config() {
const me = this;
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_plaid_configuration')
.then(result => {
me.plaid_env = result.plaid_env;
me.plaid_public_key = result.plaid_public_key;
me.client_name = result.client_name;
me.sync_transactions()
me.link_token = result.link_token;
me.sync_transactions();
})
}
sync_transactions() {
const me = this;
frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (v) => {
frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (r) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions', {
bank: v['bank'],
bank: r.bank,
bank_account: me.parent.bank_account,
freeze: true
})
.then((result) => {
let result_title = (result.length > 0) ? __("{0} bank transaction(s) created", [result.length]) : __("This bank account is already synchronized")
let result_title = (result && result.length > 0)
? __("{0} bank transaction(s) created", [result.length])
: __("This bank account is already synchronized");
let result_msg = `
<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
<h5 class="text-muted">${result_title}</h5>
</div>`
this.parent.$main_section.append(result_msg)
frappe.show_alert({message:__("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator:'green'});
frappe.show_alert({ message: __("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator: 'green' });
})
})
}
@ -384,7 +388,7 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
})
frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.get_linked_payments',
{bank_transaction: data, freeze:true, freeze_message:__("Finding linked payments")}
{ bank_transaction: data, freeze: true, freeze_message: __("Finding linked payments") }
).then((result) => {
me.make_dialog(result)
})

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

@ -34,7 +34,7 @@ frappe.query_reports["Accounts Receivable"] = {
filters: {
'company': company
}
}
};
}
},
{

10
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -617,9 +617,19 @@ class ReceivablePayableReport(object):
elif party_type_field=="supplier":
self.add_supplier_filters(conditions, values)
if self.filters.cost_center:
self.get_cost_center_conditions(conditions)
self.add_accounting_dimensions_filters(conditions, values)
return " and ".join(conditions), values
def get_cost_center_conditions(self, conditions):
lft, rgt = frappe.db.get_value("Cost Center", self.filters.cost_center, ["lft", "rgt"])
cost_center_list = [center.name for center in frappe.get_list("Cost Center", filters = {'lft': (">=", lft), 'rgt': ("<=", rgt)})]
cost_center_string = '", "'.join(cost_center_list)
conditions.append('cost_center in ("{0}")'.format(cost_center_string))
def get_order_by_condition(self):
if self.filters.get('group_by_party'):
return "order by party, posting_date"

11
erpnext/accounts/report/bank_reconciliation_statement/bank_reconciliation_statement.js
View File

@ -3,6 +3,14 @@
frappe.query_reports["Bank Reconciliation Statement"] = {
"filters": [
{
"fieldname":"company",
"label": __("Company"),
"fieldtype": "Link",
"options": "Company",
"reqd": 1,
"default": frappe.defaults.get_user_default("Company")
},
{
"fieldname":"account",
"label": __("Bank Account"),
@ -12,11 +20,14 @@ frappe.query_reports["Bank Reconciliation Statement"] = {
locals[":Company"][frappe.defaults.get_user_default("Company")]["default_bank_account"]: "",
"reqd": 1,
"get_query": function() {
var company = frappe.query_report.get_filter_value('company')
return {
"query": "erpnext.controllers.queries.get_account_list",
"filters": [
['Account', 'account_type', 'in', 'Bank, Cash'],
['Account', 'is_group', '=', 0],
['Account', 'disabled', '=', 0],
['Account', 'company', '=', company],
]
}
}

4
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -268,9 +268,9 @@ class GrossProfitGenerator(object):
def get_last_purchase_rate(self, item_code, row):
condition = ''
if row.project:
condition += " AND a.project='%s'" % (row.project)
condition += " AND a.project=%s" % (frappe.db.escape(row.project))
elif row.cost_center:
condition += " AND a.cost_center='%s'" % (row.cost_center)
condition += " AND a.cost_center=%s" % (frappe.db.escape(row.cost_center))
if self.filters.to_date:
condition += " AND modified='%s'" % (self.filters.to_date)

0
erpnext/buying/report/quoted_item_comparison/__init__.py → erpnext/accounts/report/pos_register/__init__.py
View File

76
erpnext/accounts/report/pos_register/pos_register.js Normal file
View File

@ -0,0 +1,76 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["POS Register"] = {
"filters": [
{
"fieldname":"company",
"label": __("Company"),
"fieldtype": "Link",
"options": "Company",
"default": frappe.defaults.get_user_default("Company"),
"reqd": 1
},
{
"fieldname":"from_date",
"label": __("From Date"),
"fieldtype": "Date",
"default": frappe.datetime.add_months(frappe.datetime.get_today(), -1),
"reqd": 1,
"width": "60px"
},
{
"fieldname":"to_date",
"label": __("To Date"),
"fieldtype": "Date",
"default": frappe.datetime.get_today(),
"reqd": 1,
"width": "60px"
},
{
"fieldname":"pos_profile",
"label": __("POS Profile"),
"fieldtype": "Link",
"options": "POS Profile"
},
{
"fieldname":"cashier",
"label": __("Cashier"),
"fieldtype": "Link",
"options": "User"
},
{
"fieldname":"customer",
"label": __("Customer"),
"fieldtype": "Link",
"options": "Customer"
},
{
"fieldname":"mode_of_payment",
"label": __("Payment Method"),
"fieldtype": "Link",
"options": "Mode of Payment"
},
{
"fieldname":"group_by",
"label": __("Group by"),
"fieldtype": "Select",
"options": ["", "POS Profile", "Cashier", "Payment Method", "Customer"],
"default": "POS Profile"
},
{
"fieldname":"is_return",
"label": __("Is Return"),
"fieldtype": "Check"
},
],
"formatter": function(value, row, column, data, default_formatter) {
value = default_formatter(value, row, column, data);
if (data && data.bold) {
value = value.bold();
}
return value;
}
};

30
erpnext/accounts/report/pos_register/pos_register.json Normal file
View File

@ -0,0 +1,30 @@
{
"add_total_row": 0,
"columns": [],
"creation": "2020-09-10 19:25:03.766871",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"filters": [],
"idx": 0,
"is_standard": "Yes",
"json": "{}",
"modified": "2020-09-10 19:25:15.851331",
"modified_by": "Administrator",
"module": "Accounts",
"name": "POS Register",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "POS Invoice",
"report_name": "POS Register",
"report_type": "Script Report",
"roles": [
{
"role": "Accounts Manager"
},
{
"role": "Accounts User"
}
]
}

222
erpnext/accounts/report/pos_register/pos_register.py Normal file
View File

@ -0,0 +1,222 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe import _, _dict
from erpnext import get_company_currency, get_default_company
from erpnext.accounts.report.sales_register.sales_register import get_mode_of_payments
def execute(filters=None):
if not filters:
return [], []
validate_filters(filters)
columns = get_columns(filters)
group_by_field = get_group_by_field(filters.get("group_by"))
pos_entries = get_pos_entries(filters, group_by_field)
if group_by_field != "mode_of_payment":
concat_mode_of_payments(pos_entries)
# return only entries if group by is unselected
if not group_by_field:
return columns, pos_entries
# handle grouping
invoice_map, grouped_data = {}, []
for d in pos_entries:
invoice_map.setdefault(d[group_by_field], []).append(d)
for key in invoice_map:
invoices = invoice_map[key]
grouped_data += invoices
add_subtotal_row(grouped_data, invoices, group_by_field, key)
# move group by column to first position
column_index = next((index for (index, d) in enumerate(columns) if d["fieldname"] == group_by_field), None)
columns.insert(0, columns.pop(column_index))
return columns, grouped_data
def get_pos_entries(filters, group_by_field):
conditions = get_conditions(filters)
order_by = "p.posting_date"
select_mop_field, from_sales_invoice_payment, group_by_mop_condition = "", "", ""
if group_by_field == "mode_of_payment":
select_mop_field = ", sip.mode_of_payment"
from_sales_invoice_payment = ", `tabSales Invoice Payment` sip"
group_by_mop_condition = "sip.parent = p.name AND ifnull(sip.base_amount, 0) != 0 AND"
order_by += ", sip.mode_of_payment"
elif group_by_field:
order_by += ", p.{}".format(group_by_field)
return frappe.db.sql(
"""
SELECT
p.posting_date, p.name as pos_invoice, p.pos_profile,
p.owner, p.base_grand_total as grand_total, p.base_paid_amount as paid_amount,
p.customer, p.is_return {select_mop_field}
FROM
`tabPOS Invoice` p {from_sales_invoice_payment}
WHERE
{group_by_mop_condition}
{conditions}
ORDER BY
{order_by}
""".format(
select_mop_field=select_mop_field,
from_sales_invoice_payment=from_sales_invoice_payment,
group_by_mop_condition=group_by_mop_condition,
conditions=conditions,
order_by=order_by
), filters, as_dict=1)
def concat_mode_of_payments(pos_entries):
mode_of_payments = get_mode_of_payments(set([d.pos_invoice for d in pos_entries]))
for entry in pos_entries:
if mode_of_payments.get(entry.pos_invoice):
entry.mode_of_payment = ", ".join(mode_of_payments.get(entry.pos_invoice, []))
def add_subtotal_row(data, group_invoices, group_by_field, group_by_value):
grand_total = sum([d.grand_total for d in group_invoices])
paid_amount = sum([d.paid_amount for d in group_invoices])
data.append({
group_by_field: group_by_value,
"grand_total": grand_total,
"paid_amount": paid_amount,
"bold": 1
})
data.append({})
def validate_filters(filters):
if not filters.get("company"):
frappe.throw(_("{0} is mandatory").format(_("Company")))
if not filters.get("from_date") and not filters.get("to_date"):
frappe.throw(_("{0} and {1} are mandatory").format(frappe.bold(_("From Date")), frappe.bold(_("To Date"))))
if filters.from_date > filters.to_date:
frappe.throw(_("From Date must be before To Date"))
if (filters.get("pos_profile") and filters.get("group_by") == _('POS Profile')):
frappe.throw(_("Can not filter based on POS Profile, if grouped by POS Profile"))
if (filters.get("customer") and filters.get("group_by") == _('Customer')):
frappe.throw(_("Can not filter based on Customer, if grouped by Customer"))
if (filters.get("owner") and filters.get("group_by") == _('Cashier')):
frappe.throw(_("Can not filter based on Cashier, if grouped by Cashier"))
if (filters.get("mode_of_payment") and filters.get("group_by") == _('Payment Method')):
frappe.throw(_("Can not filter based on Payment Method, if grouped by Payment Method"))
def get_conditions(filters):
conditions = "company = %(company)s AND posting_date >= %(from_date)s AND posting_date <= %(to_date)s".format(
company=filters.get("company"),
from_date=filters.get("from_date"),
to_date=filters.get("to_date"))
if filters.get("pos_profile"):
conditions += " AND pos_profile = %(pos_profile)s".format(pos_profile=filters.get("pos_profile"))
if filters.get("owner"):
conditions += " AND owner = %(owner)s".format(owner=filters.get("owner"))
if filters.get("customer"):
conditions += " AND customer = %(customer)s".format(customer=filters.get("customer"))
if filters.get("is_return"):
conditions += " AND is_return = %(is_return)s".format(is_return=filters.get("is_return"))
if filters.get("mode_of_payment"):
conditions += """
AND EXISTS(
SELECT name FROM `tabSales Invoice Payment` sip
WHERE parent=p.name AND ifnull(sip.mode_of_payment, '') = %(mode_of_payment)s
)"""
return conditions
def get_group_by_field(group_by):
group_by_field = ""
if group_by == "POS Profile":
group_by_field = "pos_profile"
elif group_by == "Cashier":
group_by_field = "owner"
elif group_by == "Customer":
group_by_field = "customer"
elif group_by == "Payment Method":
group_by_field = "mode_of_payment"
return group_by_field
def get_columns(filters):
columns = [
{
"label": _("Posting Date"),
"fieldname": "posting_date",
"fieldtype": "Date",
"width": 90
},
{
"label": _("POS Invoice"),
"fieldname": "pos_invoice",
"fieldtype": "Link",
"options": "POS Invoice",
"width": 120
},
{
"label": _("Customer"),
"fieldname": "customer",
"fieldtype": "Link",
"options": "Customer",
"width": 120
},
{
"label": _("POS Profile"),
"fieldname": "pos_profile",
"fieldtype": "Link",
"options": "POS Profile",
"width": 160
},
{
"label": _("Cashier"),
"fieldname": "owner",
"fieldtype": "Link",
"options": "User",
"width": 140
},
{
"label": _("Grand Total"),
"fieldname": "grand_total",
"fieldtype": "Currency",
"options": "company:currency",
"width": 120
},
{
"label": _("Paid Amount"),
"fieldname": "paid_amount",
"fieldtype": "Currency",
"options": "company:currency",
"width": 120
},
{
"label": _("Payment Method"),
"fieldname": "mode_of_payment",
"fieldtype": "Data",
"width": 150
},
{
"label": _("Is Return"),
"fieldname": "is_return",
"fieldtype": "Data",
"width": 80
},
]
return columns

12
erpnext/accounts/report/profit_and_loss_statement/profit_and_loss_statement.py
View File

@ -32,12 +32,12 @@ def execute(filters=None):
chart = get_chart_data(filters, columns, income, expense, net_profit_loss)
default_currency = frappe.get_cached_value('Company', filters.company, "default_currency")
report_summary = get_report_summary(period_list, filters.periodicity, income, expense, net_profit_loss, default_currency)
currency = filters.presentation_currency or frappe.get_cached_value('Company', filters.company, "default_currency")
report_summary = get_report_summary(period_list, filters.periodicity, income, expense, net_profit_loss, currency)
return columns, data, None, chart, report_summary
def get_report_summary(period_list, periodicity, income, expense, net_profit_loss, default_currency, consolidated=False):
def get_report_summary(period_list, periodicity, income, expense, net_profit_loss, currency, consolidated=False):
net_income, net_expense, net_profit = 0.0, 0.0, 0.0
for period in period_list:
@ -64,19 +64,19 @@ def get_report_summary(period_list, periodicity, income, expense, net_profit_los
"indicator": "Green" if net_profit > 0 else "Red",
"label": profit_label,
"datatype": "Currency",
"currency": net_profit_loss.get("currency") if net_profit_loss else default_currency
"currency": currency
},
{
"value": net_income,
"label": income_label,
"datatype": "Currency",
"currency": income[-1].get('currency') if income else default_currency
"currency": currency
},
{
"value": net_expense,
"label": expense_label,
"datatype": "Currency",
"currency": expense[-1].get('currency') if expense else default_currency
"currency": currency
}
]

6
erpnext/accounts/report/trial_balance/trial_balance.js
View File

@ -72,6 +72,12 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"fieldtype": "Link",
"options": "Finance Book",
},
{
"fieldname": "presentation_currency",
"label": __("Currency"),
"fieldtype": "Select",
"options": erpnext.get_presentation_currency_list()
},
{
"fieldname": "with_period_closing_entry",
"label": __("Period Closing Entry"),

2
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -56,7 +56,7 @@ def get_data(filters):
accounts = frappe.db.sql("""select name, account_number, parent_account, account_name, root_type, report_type, lft, rgt
from `tabAccount` where company=%s order by lft""", filters.company, as_dict=True)
company_currency = erpnext.get_company_currency(filters.company)
company_currency = filters.presentation_currency or erpnext.get_company_currency(filters.company)
if not accounts:
return None

2
erpnext/accounts/utils.py
View File

@ -683,6 +683,7 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters
where
party_type = %(party_type)s and party = %(party)s
and account = %(account)s and {dr_or_cr} > 0
and is_cancelled=0
{condition}
and ((voucher_type = 'Journal Entry'
and (against_voucher = '' or against_voucher is null))
@ -705,6 +706,7 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters
and account = %(account)s
and {payment_dr_or_cr} > 0
and against_voucher is not null and against_voucher != ''
and is_cancelled=0
group by against_voucher_type, against_voucher
""".format(payment_dr_or_cr=payment_dr_or_cr), {
"party_type": party_type,

16
erpnext/assets/doctype/asset/asset.js
View File

@ -252,13 +252,6 @@ frappe.ui.form.on('Asset', {
})
},
available_for_use_date: function(frm) {
$.each(frm.doc.finance_books || [], function(i, d) {
if(!d.depreciation_start_date) d.depreciation_start_date = frm.doc.available_for_use_date;
});
refresh_field("finance_books");
},
is_existing_asset: function(frm) {
frm.trigger("toggle_reference_doc");
// frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
@ -438,6 +431,15 @@ frappe.ui.form.on('Asset Finance Book', {
}
frappe.flags.dont_change_rate = false;
},
depreciation_start_date: function(frm, cdt, cdn) {
const book = locals[cdt][cdn];
if (frm.doc.available_for_use_date && book.depreciation_start_date == frm.doc.available_for_use_date) {
frappe.msgprint(__(`Depreciation Posting Date should not be equal to Available for Use Date.`));
book.depreciation_start_date = "";
frm.refresh_field("finance_books");
}
}
});

98
erpnext/assets/doctype/asset/asset.py
View File

@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe, erpnext, math, json
from frappe import _
from six import string_types
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days, get_last_day, get_datetime
from frappe.model.document import Document
from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
from erpnext.assets.doctype.asset.depreciation \
@ -83,6 +83,11 @@ class Asset(AccountsController):
if not self.available_for_use_date:
frappe.throw(_("Available for use date is required"))
for d in self.finance_books:
if d.depreciation_start_date == self.available_for_use_date:
frappe.throw(_("Row #{}: Depreciation Posting Date should not be equal to Available for Use Date.").format(d.idx),
title=_("Incorrect Date"))
def set_missing_values(self):
if not self.asset_category:
self.asset_category = frappe.get_cached_value("Item", self.item_code, "asset_category")
@ -135,6 +140,10 @@ class Asset(AccountsController):
def make_asset_movement(self):
reference_doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
reference_docname = self.purchase_receipt or self.purchase_invoice
transaction_date = getdate(self.purchase_date)
if reference_docname:
posting_date, posting_time = frappe.db.get_value(reference_doctype, reference_docname, ["posting_date", "posting_time"])
transaction_date = get_datetime("{} {}".format(posting_date, posting_time))
assets = [{
'asset': self.name,
'asset_name': self.asset_name,
@ -146,7 +155,7 @@ class Asset(AccountsController):
'assets': assets,
'purpose': 'Receipt',
'company': self.company,
'transaction_date': getdate(self.purchase_date),
'transaction_date': transaction_date,
'reference_doctype': reference_doctype,
'reference_name': reference_docname
}).insert()
@ -294,7 +303,7 @@ class Asset(AccountsController):
if not row.depreciation_start_date:
if not self.available_for_use_date:
frappe.throw(_("Row {0}: Depreciation Start Date is required").format(row.idx))
row.depreciation_start_date = self.available_for_use_date
row.depreciation_start_date = get_last_day(self.available_for_use_date)
if not self.is_existing_asset:
self.opening_accumulated_depreciation = 0
@ -457,29 +466,37 @@ class Asset(AccountsController):
def validate_make_gl_entry(self):
purchase_document = self.get_purchase_document()
asset_bought_with_invoice = purchase_document == self.purchase_invoice
fixed_asset_account, cwip_account = self.get_asset_accounts()
cwip_enabled = is_cwip_accounting_enabled(self.asset_category)
# check if expense already has been booked in case of cwip was enabled after purchasing asset
expense_booked = False
cwip_booked = False
if asset_bought_with_invoice:
expense_booked = frappe.db.sql("""SELECT name FROM `tabGL Entry` WHERE voucher_no = %s and account = %s""",
(purchase_document, fixed_asset_account), as_dict=1)
else:
cwip_booked = frappe.db.sql("""SELECT name FROM `tabGL Entry` WHERE voucher_no = %s and account = %s""",
(purchase_document, cwip_account), as_dict=1)
if cwip_enabled and (expense_booked or not cwip_booked):
# if expense has already booked from invoice or cwip is booked from receipt
if not purchase_document:
return False
elif not cwip_enabled and (not expense_booked or cwip_booked):
# if cwip is disabled but expense hasn't been booked yet
return True
elif cwip_enabled:
# default condition
asset_bought_with_invoice = (purchase_document == self.purchase_invoice)
fixed_asset_account = self.get_fixed_asset_account()
cwip_enabled = is_cwip_accounting_enabled(self.asset_category)
cwip_account = self.get_cwip_account(cwip_enabled=cwip_enabled)
query = """SELECT name FROM `tabGL Entry` WHERE voucher_no = %s and account = %s"""
if asset_bought_with_invoice:
# with invoice purchase either expense or cwip has been booked
expense_booked = frappe.db.sql(query, (purchase_document, fixed_asset_account), as_dict=1)
if expense_booked:
# if expense is already booked from invoice then do not make gl entries regardless of cwip enabled/disabled
return False
cwip_booked = frappe.db.sql(query, (purchase_document, cwip_account), as_dict=1)
if cwip_booked:
# if cwip is booked from invoice then make gl entries regardless of cwip enabled/disabled
return True
else:
# with receipt purchase either cwip has been booked or no entries have been made
if not cwip_account:
# if cwip account isn't available do not make gl entries
return False
cwip_booked = frappe.db.sql(query, (purchase_document, cwip_account), as_dict=1)
# if cwip is not booked from receipt then do not make gl entries
# if cwip is booked from receipt then make gl entries
return cwip_booked
def get_purchase_document(self):
asset_bought_with_invoice = self.purchase_invoice and frappe.db.get_value('Purchase Invoice', self.purchase_invoice, 'update_stock')
@ -487,20 +504,25 @@ class Asset(AccountsController):
return purchase_document
def get_asset_accounts(self):
fixed_asset_account = get_asset_category_account('fixed_asset_account', asset=self.name,
asset_category = self.asset_category, company = self.company)
def get_fixed_asset_account(self):
return get_asset_category_account('fixed_asset_account', None, self.name, None, self.asset_category, self.company)
cwip_account = get_asset_account("capital_work_in_progress_account",
self.name, self.asset_category, self.company)
def get_cwip_account(self, cwip_enabled=False):
cwip_account = None
try:
cwip_account = get_asset_account("capital_work_in_progress_account", self.name, self.asset_category, self.company)
except:
# if no cwip account found in category or company and "cwip is enabled" then raise else silently pass
if cwip_enabled:
raise
return fixed_asset_account, cwip_account
return cwip_account
def make_gl_entries(self):
gl_entries = []
purchase_document = self.get_purchase_document()
fixed_asset_account, cwip_account = self.get_asset_accounts()
fixed_asset_account, cwip_account = self.get_fixed_asset_account(), self.get_cwip_account()
if (purchase_document and self.purchase_receipt_amount and self.available_for_use_date <= nowdate()):
@ -552,14 +574,18 @@ class Asset(AccountsController):
return 100 * (1 - flt(depreciation_rate, float_precision))
def update_maintenance_status():
assets = frappe.get_all('Asset', filters = {'docstatus': 1, 'maintenance_required': 1})
assets = frappe.get_all(
"Asset", filters={"docstatus": 1, "maintenance_required": 1}
)
for asset in assets:
asset = frappe.get_doc("Asset", asset.name)
if frappe.db.exists('Asset Maintenance Task', {'parent': asset.name, 'next_due_date': today()}):
asset.set_status('In Maintenance')
if frappe.db.exists('Asset Repair', {'asset_name': asset.name, 'repair_status': 'Pending'}):
asset.set_status('Out of Order')
if frappe.db.exists("Asset Repair", {"asset_name": asset.name, "repair_status": "Pending"}):
asset.set_status("Out of Order")
elif frappe.db.exists("Asset Maintenance Task", {"parent": asset.name, "next_due_date": today()}):
asset.set_status("In Maintenance")
else:
asset.set_status()
def make_post_gl_entry():

162
erpnext/assets/doctype/asset/test_asset.py
View File

@ -9,6 +9,7 @@ from frappe.utils import cstr, nowdate, getdate, flt, get_last_day, add_days, ad
from erpnext.assets.doctype.asset.depreciation import post_depreciation_entries, scrap_asset, restore_asset
from erpnext.assets.doctype.asset.asset import make_sales_invoice
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
from erpnext.accounts.doctype.purchase_invoice.test_purchase_invoice import make_purchase_invoice
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import make_purchase_invoice as make_invoice
class TestAsset(unittest.TestCase):
@ -371,19 +372,18 @@ class TestAsset(unittest.TestCase):
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
asset.calculate_depreciation = 1
asset.available_for_use_date = nowdate()
asset.purchase_date = nowdate()
asset.available_for_use_date = '2020-01-01'
asset.purchase_date = '2020-01-01'
asset.append("finance_books", {
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": nowdate()
"total_number_of_depreciations": 10,
"frequency_of_depreciation": 1
})
asset.insert()
asset.submit()
post_depreciation_entries(date=add_months(nowdate(), 10))
post_depreciation_entries(date=add_months('2020-01-01', 4))
scrap_asset(asset.name)
@ -392,9 +392,9 @@ class TestAsset(unittest.TestCase):
self.assertTrue(asset.journal_entry_for_scrap)
expected_gle = (
("_Test Accumulated Depreciations - _TC", 30000.0, 0.0),
("_Test Accumulated Depreciations - _TC", 36000.0, 0.0),
("_Test Fixed Asset - _TC", 0.0, 100000.0),
("_Test Gain/Loss on Asset Disposal - _TC", 70000.0, 0.0)
("_Test Gain/Loss on Asset Disposal - _TC", 64000.0, 0.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
@ -466,8 +466,7 @@ class TestAsset(unittest.TestCase):
"expected_value_after_useful_life": 10000,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
asset.insert()
accumulated_depreciation_after_full_schedule = \
@ -560,81 +559,6 @@ class TestAsset(unittest.TestCase):
self.assertEqual(gle, expected_gle)
def test_gle_with_cwip_toggling(self):
# TEST: purchase an asset with cwip enabled and then disable cwip and try submitting the asset
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 1)
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=5000, do_not_submit=True, location="Test Location")
pr.set('taxes', [{
'category': 'Total',
'add_deduct_tax': 'Add',
'charge_type': 'On Net Total',
'account_head': '_Test Account Service Tax - _TC',
'description': '_Test Account Service Tax',
'cost_center': 'Main - _TC',
'rate': 5.0
}, {
'category': 'Valuation and Total',
'add_deduct_tax': 'Add',
'charge_type': 'On Net Total',
'account_head': '_Test Account Shipping Charges - _TC',
'description': '_Test Account Shipping Charges',
'cost_center': 'Main - _TC',
'rate': 5.0
}])
pr.submit()
expected_gle = (
("Asset Received But Not Billed - _TC", 0.0, 5250.0),
("CWIP Account - _TC", 5250.0, 0.0)
)
pr_gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
where voucher_type='Purchase Receipt' and voucher_no = %s
order by account""", pr.name)
self.assertEqual(pr_gle, expected_gle)
pi = make_invoice(pr.name)
pi.submit()
expected_gle = (
("_Test Account Service Tax - _TC", 250.0, 0.0),
("_Test Account Shipping Charges - _TC", 250.0, 0.0),
("Asset Received But Not Billed - _TC", 5250.0, 0.0),
("Creditors - _TC", 0.0, 5500.0),
("Expenses Included In Asset Valuation - _TC", 0.0, 250.0),
)
pi_gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
where voucher_type='Purchase Invoice' and voucher_no = %s
order by account""", pi.name)
self.assertEqual(pi_gle, expected_gle)
asset = frappe.db.get_value('Asset', {'purchase_receipt': pr.name, 'docstatus': 0}, 'name')
asset_doc = frappe.get_doc('Asset', asset)
month_end_date = get_last_day(nowdate())
asset_doc.available_for_use_date = nowdate() if nowdate() != month_end_date else add_days(nowdate(), -15)
self.assertEqual(asset_doc.gross_purchase_amount, 5250.0)
asset_doc.append("finance_books", {
"expected_value_after_useful_life": 200,
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": month_end_date
})
# disable cwip and try submitting
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 0)
asset_doc.submit()
# asset should have gl entries even if cwip is disabled
expected_gle = (
("_Test Fixed Asset - _TC", 5250.0, 0.0),
("CWIP Account - _TC", 0.0, 5250.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
where voucher_type='Asset' and voucher_no = %s
order by account""", asset_doc.name)
self.assertEqual(gle, expected_gle)
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 1)
def test_expense_head(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=2, rate=200000.0, location="Test Location")
@ -643,6 +567,74 @@ class TestAsset(unittest.TestCase):
self.assertEquals('Asset Received But Not Billed - _TC', doc.items[0].expense_account)
def test_asset_cwip_toggling_cases(self):
cwip = frappe.db.get_value("Asset Category", "Computers", "enable_cwip_accounting")
name = frappe.db.get_value("Asset Category Account", filters={"parent": "Computers"}, fieldname=["name"])
cwip_acc = "CWIP Account - _TC"
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 0)
frappe.db.set_value("Asset Category Account", name, "capital_work_in_progress_account", "")
frappe.db.get_value("Company", "_Test Company", "capital_work_in_progress_account", "")
# case 0 -- PI with cwip disable, Asset with cwip disabled, No cwip account set
pi = make_purchase_invoice(item_code="Macbook Pro", qty=1, rate=200000.0, location="Test Location", update_stock=1)
asset = frappe.db.get_value('Asset', {'purchase_invoice': pi.name, 'docstatus': 0}, 'name')
asset_doc = frappe.get_doc('Asset', asset)
asset_doc.available_for_use_date = nowdate()
asset_doc.calculate_depreciation = 0
asset_doc.submit()
gle = frappe.db.sql("""select name from `tabGL Entry` where voucher_type='Asset' and voucher_no = %s""", asset_doc.name)
self.assertFalse(gle)
# case 1 -- PR with cwip disabled, Asset with cwip enabled
pr = make_purchase_receipt(item_code="Macbook Pro", qty=1, rate=200000.0, location="Test Location")
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 1)
frappe.db.set_value("Asset Category Account", name, "capital_work_in_progress_account", cwip_acc)
asset = frappe.db.get_value('Asset', {'purchase_receipt': pr.name, 'docstatus': 0}, 'name')
asset_doc = frappe.get_doc('Asset', asset)
asset_doc.available_for_use_date = nowdate()
asset_doc.calculate_depreciation = 0
asset_doc.submit()
gle = frappe.db.sql("""select name from `tabGL Entry` where voucher_type='Asset' and voucher_no = %s""", asset_doc.name)
self.assertFalse(gle)
# case 2 -- PR with cwip enabled, Asset with cwip disabled
pr = make_purchase_receipt(item_code="Macbook Pro", qty=1, rate=200000.0, location="Test Location")
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 0)
asset = frappe.db.get_value('Asset', {'purchase_receipt': pr.name, 'docstatus': 0}, 'name')
asset_doc = frappe.get_doc('Asset', asset)
asset_doc.available_for_use_date = nowdate()
asset_doc.calculate_depreciation = 0
asset_doc.submit()
gle = frappe.db.sql("""select name from `tabGL Entry` where voucher_type='Asset' and voucher_no = %s""", asset_doc.name)
self.assertTrue(gle)
# case 3 -- PI with cwip disabled, Asset with cwip enabled
pi = make_purchase_invoice(item_code="Macbook Pro", qty=1, rate=200000.0, location="Test Location", update_stock=1)
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 1)
asset = frappe.db.get_value('Asset', {'purchase_invoice': pi.name, 'docstatus': 0}, 'name')
asset_doc = frappe.get_doc('Asset', asset)
asset_doc.available_for_use_date = nowdate()
asset_doc.calculate_depreciation = 0
asset_doc.submit()
gle = frappe.db.sql("""select name from `tabGL Entry` where voucher_type='Asset' and voucher_no = %s""", asset_doc.name)
self.assertFalse(gle)
# case 4 -- PI with cwip enabled, Asset with cwip disabled
pi = make_purchase_invoice(item_code="Macbook Pro", qty=1, rate=200000.0, location="Test Location", update_stock=1)
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", 0)
asset = frappe.db.get_value('Asset', {'purchase_invoice': pi.name, 'docstatus': 0}, 'name')
asset_doc = frappe.get_doc('Asset', asset)
asset_doc.available_for_use_date = nowdate()
asset_doc.calculate_depreciation = 0
asset_doc.submit()
gle = frappe.db.sql("""select name from `tabGL Entry` where voucher_type='Asset' and voucher_no = %s""", asset_doc.name)
self.assertTrue(gle)
frappe.db.set_value("Asset Category", "Computers", "enable_cwip_accounting", cwip)
frappe.db.set_value("Asset Category Account", name, "capital_work_in_progress_account", cwip_acc)
frappe.db.get_value("Company", "_Test Company", "capital_work_in_progress_account", cwip_acc)
def create_asset_data():
if not frappe.db.exists("Asset Category", "Computers"):
create_asset_category()

18
erpnext/assets/doctype/asset_category/asset_category.py
View File

@ -5,7 +5,7 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import cint
from frappe.utils import cint, get_link_to_form
from frappe.model.document import Document
class AssetCategory(Document):
@ -13,6 +13,7 @@ class AssetCategory(Document):
self.validate_finance_books()
self.validate_account_types()
self.validate_account_currency()
self.valide_cwip_account()
def validate_finance_books(self):
for d in self.finance_books:
@ -59,6 +60,21 @@ class AssetCategory(Document):
.format(d.idx, frappe.unscrub(key_to_match), frappe.bold(selected_account), frappe.bold(expected_key_type)),
title=_("Invalid Account"))
def valide_cwip_account(self):
if self.enable_cwip_accounting:
missing_cwip_accounts_for_company = []
for d in self.accounts:
if (not d.capital_work_in_progress_account and
not frappe.db.get_value("Company", d.company_name, "capital_work_in_progress_account")):
missing_cwip_accounts_for_company.append(get_link_to_form("Company", d.company_name))
if missing_cwip_accounts_for_company:
msg = _("""To enable Capital Work in Progress Accounting, """)
msg += _("""you must select Capital Work in Progress Account in accounts table""")
msg += "<br><br>"
msg += _("You can also set default CWIP account in Company {}").format(", ".join(missing_cwip_accounts_for_company))
frappe.throw(msg, title=_("Missing Account"))
@frappe.whitelist()
def get_asset_category_account(fieldname, item=None, asset=None, account=None, asset_category = None, company = None):

18
erpnext/assets/doctype/asset_category/test_asset_category.py
View File

@ -27,3 +27,21 @@ class TestAssetCategory(unittest.TestCase):
except frappe.DuplicateEntryError:
pass
def test_cwip_accounting(self):
company_cwip_acc = frappe.db.get_value("Company", "_Test Company", "capital_work_in_progress_account")
frappe.db.set_value("Company", "_Test Company", "capital_work_in_progress_account", "")
asset_category = frappe.new_doc("Asset Category")
asset_category.asset_category_name = "Computers"
asset_category.enable_cwip_accounting = 1
asset_category.total_number_of_depreciations = 3
asset_category.frequency_of_depreciation = 3
asset_category.append("accounts", {
"company_name": "_Test Company",
"fixed_asset_account": "_Test Fixed Asset - _TC",
"accumulated_depreciation_account": "_Test Accumulated Depreciations - _TC",
"depreciation_expense_account": "_Test Depreciations - _TC"
})
self.assertRaises(frappe.ValidationError, asset_category.insert)

300
erpnext/assets/doctype/asset_finance_book/asset_finance_book.json
View File

@ -1,347 +1,99 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"actions": [],
"creation": "2018-05-08 14:44:37.095570",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"finance_book",
"depreciation_method",
"total_number_of_depreciations",
"column_break_5",
"frequency_of_depreciation",
"depreciation_start_date",
"expected_value_after_useful_life",
"value_after_depreciation",
"rate_of_depreciation"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"fetch_if_empty": 0,
"fieldname": "finance_book",
"fieldtype": "Link",
"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": "Finance Book",
"length": 0,
"no_copy": 0,
"options": "Finance Book",
"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,
"translatable": 0,
"unique": 0
"options": "Finance Book"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "depreciation_method",
"fieldtype": "Select",
"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": "Depreciation Method",
"length": 0,
"no_copy": 0,
"options": "\nStraight Line\nDouble Declining Balance\nWritten Down Value\nManual",
"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,
"translatable": 0,
"unique": 0
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "total_number_of_depreciations",
"fieldtype": "Int",
"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": "Total Number of Depreciations",
"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,
"translatable": 0,
"unique": 0
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "column_break_5",
"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,
"label": "",
"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,
"translatable": 0,
"unique": 0
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "frequency_of_depreciation",
"fieldtype": "Int",
"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": "Frequency of Depreciation (Months)",
"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,
"translatable": 0,
"unique": 0
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:parent.doctype == 'Asset'",
"fetch_if_empty": 0,
"fieldname": "depreciation_start_date",
"fieldtype": "Date",
"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": "Depreciation 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": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"label": "Depreciation Posting Date",
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"depends_on": "eval:parent.doctype == 'Asset'",
"fetch_if_empty": 0,
"fieldname": "expected_value_after_useful_life",
"fieldtype": "Currency",
"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": "Expected Value After Useful Life",
"length": 0,
"no_copy": 0,
"options": "Company:company:default_currency",
"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,
"translatable": 0,
"unique": 0
"options": "Company:company:default_currency"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "value_after_depreciation",
"fieldtype": "Currency",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Value After Depreciation",
"length": 0,
"no_copy": 1,
"options": "Company:company:default_currency",
"permlevel": 0,
"precision": "",
"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,
"translatable": 0,
"unique": 0
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:doc.depreciation_method == 'Written Down Value'",
"description": "In Percentage",
"fetch_if_empty": 0,
"fieldname": "rate_of_depreciation",
"fieldtype": "Percent",
"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": "Rate of Depreciation",
"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,
"translatable": 0,
"unique": 0
"label": "Rate of Depreciation"
}
],
"has_web_view": 0,
"hide_toolbar": 0,
"idx": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"index_web_pages_for_search": 1,
"istable": 1,
"max_attachments": 0,
"modified": "2019-04-09 19:45:14.523488",
"links": [],
"modified": "2020-09-16 12:11:30.631788",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Finance Book",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
"track_changes": 1
}

6
erpnext/assets/doctype/asset_movement/test_asset_movement.py
View File

@ -32,8 +32,7 @@ class TestAssetMovement(unittest.TestCase):
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
@ -82,8 +81,7 @@ class TestAssetMovement(unittest.TestCase):
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": "2020-06-06"
"frequency_of_depreciation": 10
})
if asset.docstatus == 0:
asset.submit()

4
erpnext/buying/desk_page/buying/buying.json
View File

@ -33,7 +33,7 @@
{
"hidden": 0,
"label": "Other Reports",
"links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Receipt Trends\",\n \"name\": \"Purchase Receipt Trends\",\n \"reference_doctype\": \"Purchase Receipt\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Invoice Trends\",\n \"name\": \"Purchase Invoice Trends\",\n \"reference_doctype\": \"Purchase Invoice\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Quoted Item Comparison\",\n \"name\": \"Quoted Item Comparison\",\n \"onboard\": 1,\n \"reference_doctype\": \"Supplier Quotation\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]"
"links": "[\n {\n \"is_query_report\": true,\n \"label\": \"Items To Be Requested\",\n \"name\": \"Items To Be Requested\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Item-wise Purchase History\",\n \"name\": \"Item-wise Purchase History\",\n \"onboard\": 1,\n \"reference_doctype\": \"Item\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Receipt Trends\",\n \"name\": \"Purchase Receipt Trends\",\n \"reference_doctype\": \"Purchase Receipt\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Purchase Invoice Trends\",\n \"name\": \"Purchase Invoice Trends\",\n \"reference_doctype\": \"Purchase Invoice\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Raw Materials To Be Transferred\",\n \"name\": \"Subcontracted Raw Materials To Be Transferred\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Subcontracted Item To Be Received\",\n \"name\": \"Subcontracted Item To Be Received\",\n \"reference_doctype\": \"Purchase Order\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Quotation Comparison\",\n \"name\": \"Supplier Quotation Comparison\",\n \"onboard\": 1,\n \"reference_doctype\": \"Supplier Quotation\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Material Requests for which Supplier Quotations are not created\",\n \"name\": \"Material Requests for which Supplier Quotations are not created\",\n \"reference_doctype\": \"Material Request\",\n \"type\": \"report\"\n },\n {\n \"is_query_report\": true,\n \"label\": \"Supplier Addresses And Contacts\",\n \"name\": \"Address And Contacts\",\n \"reference_doctype\": \"Address\",\n \"route_options\": {\n \"party_type\": \"Supplier\"\n },\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
@ -60,7 +60,7 @@
"idx": 0,
"is_standard": 1,
"label": "Buying",
"modified": "2020-06-29 19:30:24.983050",
"modified": "2020-09-30 14:40:55.638458",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying",

6
erpnext/buying/doctype/purchase_order/purchase_order.json
View File

@ -1084,7 +1084,7 @@
"idx": 105,
"is_submittable": 1,
"links": [],
"modified": "2020-09-14 14:36:12.418690",
"modified": "2020-10-07 14:31:57.661221",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order",
@ -1130,11 +1130,11 @@
"write": 1
}
],
"search_fields": "status, transaction_date, supplier,grand_total",
"search_fields": "status, transaction_date, supplier, grand_total",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"timeline_field": "supplier",
"title_field": "supplier",
"title_field": "supplier_name",
"track_changes": 1
}

6
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -651,12 +651,12 @@ class TestPurchaseOrder(unittest.TestCase):
make_subcontracted_item(item_code)
po = create_purchase_order(item_code=item_code, qty=1,
is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC")
is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC", include_exploded_items=1)
name = frappe.db.get_value('BOM', {'item': item_code}, 'name')
bom = frappe.get_doc('BOM', name)
exploded_items = sorted([d.item_code for d in bom.exploded_items])
exploded_items = sorted([d.item_code for d in bom.exploded_items if not d.get('sourced_by_supplier')])
supplied_items = sorted([d.rm_item_code for d in po.supplied_items])
self.assertEquals(exploded_items, supplied_items)
@ -664,7 +664,7 @@ class TestPurchaseOrder(unittest.TestCase):
is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC", include_exploded_items=0)
supplied_items1 = sorted([d.rm_item_code for d in po1.supplied_items])
bom_items = sorted([d.item_code for d in bom.items])
bom_items = sorted([d.item_code for d in bom.items if not d.get('sourced_by_supplier')])
self.assertEquals(supplied_items1, bom_items)

4
erpnext/buying/doctype/purchase_order_item_supplied/purchase_order_item_supplied.json
View File

@ -148,11 +148,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-03-12 15:43:53.862897",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item Supplied",
"owner": "dhanalekshmi@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC"

4
erpnext/buying/doctype/purchase_receipt_item_supplied/purchase_receipt_item_supplied.json
View File

@ -188,11 +188,11 @@
"idx": 1,
"istable": 1,
"links": [],
"modified": "2020-04-10 18:09:33.997618",
"modified": "2020-09-18 17:26:09.703215",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Receipt Item Supplied",
"owner": "wasim@webnotestech.com",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",

2
erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
View File

@ -179,7 +179,7 @@ frappe.ui.form.on("Request for Quotation",{
dialog.hide();
return frappe.call({
type: "GET",
method: "erpnext.buying.doctype.request_for_quotation.request_for_quotation.make_supplier_quotation",
method: "erpnext.buying.doctype.request_for_quotation.request_for_quotation.make_supplier_quotation_from_rfq",
args: {
"source_name": doc.name,
"for_supplier": args.supplier

33
erpnext/buying/doctype/request_for_quotation/request_for_quotation.py
View File

@ -214,10 +214,10 @@ def get_supplier_contacts(doctype, txt, searchfield, start, page_len, filters):
and `tabDynamic Link`.link_name like %(txt)s) and `tabContact`.name = `tabDynamic Link`.parent
limit %(start)s, %(page_len)s""", {"start": start, "page_len":page_len, "txt": "%%%s%%" % txt, "name": filters.get('supplier')})
# This method is used to make supplier quotation from material request form.
@frappe.whitelist()
def make_supplier_quotation(source_name, for_supplier, target_doc=None):
def make_supplier_quotation_from_rfq(source_name, target_doc=None, for_supplier=None):
def postprocess(source, target_doc):
if for_supplier:
target_doc.supplier = for_supplier
args = get_party_details(for_supplier, party_type="Supplier", ignore_permissions=True)
target_doc.currency = args.currency or get_party_account_currency('Supplier', for_supplier, source.company)
@ -354,3 +354,32 @@ def get_supplier_tag():
frappe.cache().hset("Supplier", "Tags", tags)
return frappe.cache().hget("Supplier", "Tags")
@frappe.whitelist()
@frappe.validate_and_sanitize_search_inputs
def get_rfq_containing_supplier(doctype, txt, searchfield, start, page_len, filters):
conditions = ""
if txt:
conditions += "and rfq.name like '%%"+txt+"%%' "
if filters.get("transaction_date"):
conditions += "and rfq.transaction_date = '{0}'".format(filters.get("transaction_date"))
rfq_data = frappe.db.sql("""
select
distinct rfq.name, rfq.transaction_date,
rfq.company
from
`tabRequest for Quotation` rfq, `tabRequest for Quotation Supplier` rfq_supplier
where
rfq.name = rfq_supplier.parent
and rfq_supplier.supplier = '{0}'
and rfq.docstatus = 1
and rfq.company = '{1}'
{2}
order by rfq.transaction_date ASC
limit %(page_len)s offset %(start)s """ \
.format(filters.get("supplier"), filters.get("company"), conditions),
{"page_len": page_len, "start": start}, as_dict=1)
return rfq_data

10
erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py
View File

@ -9,7 +9,7 @@ import frappe
from frappe.utils import nowdate
from erpnext.stock.doctype.item.test_item import make_item
from erpnext.templates.pages.rfq import check_supplier_has_docname_access
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import make_supplier_quotation
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import make_supplier_quotation_from_rfq
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import create_supplier_quotation
from erpnext.crm.doctype.opportunity.test_opportunity import make_opportunity
from erpnext.crm.doctype.opportunity.opportunity import make_request_for_quotation as make_rfq
@ -22,7 +22,7 @@ class TestRequestforQuotation(unittest.TestCase):
self.assertEqual(rfq.get('suppliers')[1].quote_status, 'Pending')
# Submit the first supplier quotation
sq = make_supplier_quotation(rfq.name, rfq.get('suppliers')[0].supplier)
sq = make_supplier_quotation_from_rfq(rfq.name, for_supplier=rfq.get('suppliers')[0].supplier)
sq.submit()
# No Quote first supplier quotation
@ -37,10 +37,10 @@ class TestRequestforQuotation(unittest.TestCase):
def test_make_supplier_quotation(self):
rfq = make_request_for_quotation()
sq = make_supplier_quotation(rfq.name, rfq.get('suppliers')[0].supplier)
sq = make_supplier_quotation_from_rfq(rfq.name, for_supplier=rfq.get('suppliers')[0].supplier)
sq.submit()
sq1 = make_supplier_quotation(rfq.name, rfq.get('suppliers')[1].supplier)
sq1 = make_supplier_quotation_from_rfq(rfq.name, for_supplier=rfq.get('suppliers')[1].supplier)
sq1.submit()
self.assertEqual(sq.supplier, rfq.get('suppliers')[0].supplier)
@ -62,7 +62,7 @@ class TestRequestforQuotation(unittest.TestCase):
rfq = make_request_for_quotation(supplier_data=supplier_wt_appos)
sq = make_supplier_quotation(rfq.name, supplier_wt_appos[0].get("supplier"))
sq = make_supplier_quotation_from_rfq(rfq.name, for_supplier=supplier_wt_appos[0].get("supplier"))
sq.submit()
frappe.form_dict = frappe.local("form_dict")

30
erpnext/buying/doctype/supplier_quotation/supplier_quotation.js
View File

@ -8,8 +8,7 @@ erpnext.buying.SupplierQuotationController = erpnext.buying.BuyingController.ext
setup: function() {
this.frm.custom_make_buttons = {
'Purchase Order': 'Purchase Order',
'Quotation': 'Quotation',
'Subscription': 'Subscription'
'Quotation': 'Quotation'
}
this._super();
@ -28,12 +27,6 @@ erpnext.buying.SupplierQuotationController = erpnext.buying.BuyingController.ext
cur_frm.page.set_inner_btn_group_as_primary(__('Create'));
cur_frm.add_custom_button(__("Quotation"), this.make_quotation,
__('Create'));
if(!this.frm.doc.auto_repeat) {
cur_frm.add_custom_button(__('Subscription'), function() {
erpnext.utils.make_subscription(me.frm.doc.doctype, me.frm.doc.name)
}, __('Create'))
}
}
else if (this.frm.doc.docstatus===0) {
@ -54,6 +47,27 @@ erpnext.buying.SupplierQuotationController = erpnext.buying.BuyingController.ext
}
})
}, __("Get items from"));
this.frm.add_custom_button(__("Request for Quotation"),
function() {
if (!me.frm.doc.supplier) {
frappe.throw({message:__("Please select a Supplier"), title:__("Mandatory")})
}
erpnext.utils.map_current_doc({
method: "erpnext.buying.doctype.request_for_quotation.request_for_quotation.make_supplier_quotation_from_rfq",
source_doctype: "Request for Quotation",
target: me.frm,
setters: {
company: me.frm.doc.company,
transaction_date: null
},
get_query_filters: {
supplier: me.frm.doc.supplier
},
get_query_method: "erpnext.buying.doctype.request_for_quotation.request_for_quotation.get_rfq_containing_supplier"
})
}, __("Get items from"));
}
},

4
erpnext/buying/doctype/supplier_quotation/supplier_quotation.json
View File

@ -159,6 +159,7 @@
"default": "Today",
"fieldname": "transaction_date",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Date",
"oldfieldname": "transaction_date",
"oldfieldtype": "Date",
@ -798,6 +799,7 @@
{
"fieldname": "valid_till",
"fieldtype": "Date",
"in_list_view": 1,
"label": "Valid Till"
}
],
@ -805,7 +807,7 @@
"idx": 29,
"is_submittable": 1,
"links": [],
"modified": "2020-07-18 05:10:45.556792",
"modified": "2020-10-01 20:56:17.932007",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation",

69
erpnext/buying/doctype/supplier_quotation_item/supplier_quotation_item.json
View File

@ -12,6 +12,8 @@
"item_name",
"column_break_3",
"lead_time_days",
"expected_delivery_date",
"is_free_item",
"section_break_5",
"description",
"item_group",
@ -19,20 +21,18 @@
"col_break1",
"image",
"image_view",
"manufacture_details",
"manufacturer",
"column_break_15",
"manufacturer_part_no",
"quantity_and_rate",
"qty",
"stock_uom",
"price_list_rate",
"discount_percentage",
"discount_amount",
"col_break2",
"uom",
"conversion_factor",
"stock_qty",
"sec_break_price_list",
"price_list_rate",
"discount_percentage",
"discount_amount",
"col_break_price_list",
"base_price_list_rate",
"sec_break1",
"rate",
@ -42,7 +42,6 @@
"base_rate",
"base_amount",
"pricing_rules",
"is_free_item",
"section_break_24",
"net_rate",
"net_amount",
@ -56,7 +55,6 @@
"weight_uom",
"warehouse_and_reference",
"warehouse",
"project",
"prevdoc_doctype",
"material_request",
"sales_order",
@ -65,13 +63,19 @@
"material_request_item",
"request_for_quotation_item",
"item_tax_rate",
"manufacture_details",
"manufacturer",
"column_break_15",
"manufacturer_part_no",
"ad_sec_break",
"project",
"section_break_44",
"page_break"
],
"fields": [
{
"bold": 1,
"columns": 4,
"columns": 2,
"fieldname": "item_code",
"fieldtype": "Link",
"in_list_view": 1,
@ -107,7 +111,7 @@
{
"fieldname": "lead_time_days",
"fieldtype": "Int",
"label": "Lead Time in days"
"label": "Supplier Lead Time (days)"
},
{
"collapsible": 1,
@ -162,7 +166,6 @@
{
"fieldname": "stock_uom",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Stock UOM",
"options": "UOM",
"print_hide": 1,
@ -196,6 +199,7 @@
{
"fieldname": "uom",
"fieldtype": "Link",
"in_list_view": 1,
"label": "UOM",
"options": "UOM",
"print_hide": 1,
@ -289,14 +293,6 @@
"print_hide": 1,
"read_only": 1
},
{
"default": "0",
"fieldname": "is_free_item",
"fieldtype": "Check",
"label": "Is Free Item",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "section_break_24",
"fieldtype": "Section Break"
@ -528,12 +524,43 @@
{
"fieldname": "column_break_15",
"fieldtype": "Column Break"
},
{
"fieldname": "sec_break_price_list",
"fieldtype": "Section Break"
},
{
"fieldname": "col_break_price_list",
"fieldtype": "Column Break"
},
{
"collapsible": 1,
"fieldname": "ad_sec_break",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"default": "0",
"depends_on": "is_free_item",
"fieldname": "is_free_item",
"fieldtype": "Check",
"label": "Is Free Item",
"print_hide": 1,
"read_only": 1
},
{
"allow_on_submit": 1,
"bold": 1,
"fieldname": "expected_delivery_date",
"fieldtype": "Date",
"label": "Expected Delivery Date"
}
],
"idx": 1,
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-04-07 18:35:51.175947",
"modified": "2020-10-01 16:34:39.703033",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation Item",

1
erpnext/buying/doctype/supplier_scorecard/supplier_scorecard.py
View File

@ -178,6 +178,7 @@ def make_all_scorecards(docname):
period_card = make_supplier_scorecard(docname, None)
period_card.start_date = start_date
period_card.end_date = end_date
period_card.insert(ignore_permissions=True)
period_card.submit()
scp_count = scp_count + 1
if start_date < first_start_date:

2
erpnext/buying/doctype/supplier_scorecard_period/supplier_scorecard_period.py
View File

@ -106,7 +106,7 @@ def make_supplier_scorecard(source_name, target_doc=None):
"doctype": "Supplier Scorecard Scoring Criteria",
"postprocess": update_criteria_fields,
}
}, target_doc, post_process)
}, target_doc, post_process, ignore_permissions=True)
return doc

32
erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.json
View File

@ -1,32 +0,0 @@
{
"add_total_row": 0,
"apply_user_permissions": 1,
"creation": "2016-07-21 08:31:05.890362",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 2,
"is_standard": "Yes",
"modified": "2017-02-24 20:04:58.784351",
"modified_by": "Administrator",
"module": "Buying",
"name": "Quoted Item Comparison",
"owner": "Administrator",
"ref_doctype": "Supplier Quotation",
"report_name": "Quoted Item Comparison",
"report_type": "Script Report",
"roles": [
{
"role": "Manufacturing Manager"
},
{
"role": "Purchase Manager"
},
{
"role": "Purchase User"
},
{
"role": "Stock User"
}
]
}

0
erpnext/crm/report/minutes_to_first_response_for_opportunity/__init__.py → erpnext/buying/report/supplier_quotation_comparison/__init__.py
View File

0
erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.html → erpnext/buying/report/supplier_quotation_comparison/supplier_quotation_comparison.html
View File

12
erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js → erpnext/buying/report/supplier_quotation_comparison/supplier_quotation_comparison.js
View File

@ -1,7 +1,7 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.query_reports["Quoted Item Comparison"] = {
frappe.query_reports["Supplier Quotation Comparison"] = {
filters: [
{
fieldtype: "Link",
@ -78,6 +78,13 @@ frappe.query_reports["Quoted Item Comparison"] = {
return { filters: { "docstatus": ["<", 2] } }
}
},
{
"fieldname":"group_by",
"label": __("Group by"),
"fieldtype": "Select",
"options": [__("Group by Supplier"), __("Group by Item")],
"default": __("Group by Supplier")
},
{
fieldtype: "Check",
label: __("Include Expired"),
@ -98,6 +105,9 @@ frappe.query_reports["Quoted Item Comparison"] = {
}
}
if(column.fieldname === "price_per_unit" && data.price_per_unit && data.min && data.min === 1){
value = `<div style="color:green">${value}</div>`;
}
return value;
},

32
erpnext/buying/report/supplier_quotation_comparison/supplier_quotation_comparison.json Normal file
View File

@ -0,0 +1,32 @@
{
"add_total_row": 0,
"apply_user_permissions": 1,
"creation": "2016-07-21 08:31:05.890362",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 2,
"is_standard": "Yes",
"modified": "2017-02-24 20:04:58.784351",
"modified_by": "Administrator",
"module": "Buying",
"name": "Supplier Quotation Comparison",
"owner": "Administrator",
"ref_doctype": "Supplier Quotation",
"report_name": "Supplier Quotation Comparison",
"report_type": "Script Report",
"roles": [
{
"role": "Manufacturing Manager"
},
{
"role": "Purchase Manager"
},
{
"role": "Purchase User"
},
{
"role": "Stock User"
}
]
}

85
erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py → erpnext/buying/report/supplier_quotation_comparison/supplier_quotation_comparison.py
View File

@ -12,9 +12,9 @@ def execute(filters=None):
if not filters:
return [], []
columns = get_columns(filters)
conditions = get_conditions(filters)
supplier_quotation_data = get_data(filters, conditions)
columns = get_columns()
data, chart_data = prepare_data(supplier_quotation_data, filters)
message = get_message()
@ -41,9 +41,13 @@ def get_conditions(filters):
return conditions
def get_data(filters, conditions):
supplier_quotation_data = frappe.db.sql("""SELECT
sqi.parent, sqi.item_code, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
sqi.lead_time_days, sq.supplier, sq.valid_till
supplier_quotation_data = frappe.db.sql("""
SELECT
sqi.parent, sqi.item_code,
sqi.qty, sqi.stock_qty, sqi.amount,
sqi.uom, sqi.stock_uom,
sqi.request_for_quotation,
sqi.lead_time_days, sq.supplier as supplier_name, sq.valid_till
FROM
`tabSupplier Quotation Item` sqi,
`tabSupplier Quotation` sq
@ -58,16 +62,18 @@ def get_data(filters, conditions):
return supplier_quotation_data
def prepare_data(supplier_quotation_data, filters):
out, suppliers, qty_list, chart_data = [], [], [], []
supplier_wise_map = defaultdict(list)
out, groups, qty_list, suppliers, chart_data = [], [], [], [], []
group_wise_map = defaultdict(list)
supplier_qty_price_map = {}
group_by_field = "supplier_name" if filters.get("group_by") == "Group by Supplier" else "item_code"
company_currency = frappe.db.get_default("currency")
float_precision = cint(frappe.db.get_default("float_precision")) or 2
for data in supplier_quotation_data:
supplier = data.get("supplier")
supplier_currency = frappe.db.get_value("Supplier", data.get("supplier"), "default_currency")
group = data.get(group_by_field) # get item or supplier value for this row
supplier_currency = frappe.db.get_value("Supplier", data.get("supplier_name"), "default_currency")
if supplier_currency:
exchange_rate = get_exchange_rate(supplier_currency, company_currency)
@ -75,38 +81,55 @@ def prepare_data(supplier_quotation_data, filters):
exchange_rate = 1
row = {
"item_code": data.get('item_code'),
"item_code": "" if group_by_field=="item_code" else data.get("item_code"), # leave blank if group by field
"supplier_name": "" if group_by_field=="supplier_name" else data.get("supplier_name"),
"quotation": data.get("parent"),
"qty": data.get("qty"),
"price": flt(data.get("rate") * exchange_rate, float_precision),
"price": flt(data.get("amount") * exchange_rate, float_precision),
"uom": data.get("uom"),
"stock_uom": data.get('stock_uom'),
"request_for_quotation": data.get("request_for_quotation"),
"valid_till": data.get('valid_till'),
"lead_time_days": data.get('lead_time_days')
}
row["price_per_unit"] = flt(row["price"]) / (flt(data.get("stock_qty")) or 1)
# map for report view of form {'supplier1':[{},{},...]}
supplier_wise_map[supplier].append(row)
# map for report view of form {'supplier1'/'item1':[{},{},...]}
group_wise_map[group].append(row)
# map for chart preparation of the form {'supplier1': {'qty': 'price'}}
supplier = data.get("supplier_name")
if filters.get("item_code"):
if not supplier in supplier_qty_price_map:
supplier_qty_price_map[supplier] = {}
supplier_qty_price_map[supplier][row["qty"]] = row["price"]
groups.append(group)
suppliers.append(supplier)
qty_list.append(data.get("qty"))
groups = list(set(groups))
suppliers = list(set(suppliers))
qty_list = list(set(qty_list))
highlight_min_price = group_by_field == "item_code" or filters.get("item_code")
# final data format for report view
for supplier in suppliers:
supplier_wise_map[supplier][0].update({"supplier_name": supplier})
for entry in supplier_wise_map[supplier]:
for group in groups:
group_entries = group_wise_map[group] # all entries pertaining to item/supplier
group_entries[0].update({group_by_field : group}) # Add item/supplier name in first group row
if highlight_min_price:
prices = [group_entry["price_per_unit"] for group_entry in group_entries]
min_price = min(prices)
for entry in group_entries:
if highlight_min_price and entry["price_per_unit"] == min_price:
entry["min"] = 1
out.append(entry)
if filters.get("item_code"):
# render chart only for one item comparison
chart_data = prepare_chart_data(suppliers, qty_list, supplier_qty_price_map)
return out, chart_data
@ -145,8 +168,9 @@ def prepare_chart_data(suppliers, qty_list, supplier_qty_price_map):
return chart_data
def get_columns():
columns = [{
def get_columns(filters):
group_by_columns = [
{
"fieldname": "supplier_name",
"label": _("Supplier"),
"fieldtype": "Link",
@ -158,8 +182,10 @@ def get_columns():
"label": _("Item"),
"fieldtype": "Link",
"options": "Item",
"width": 200
},
"width": 150
}]
columns = [
{
"fieldname": "uom",
"label": _("UOM"),
@ -180,6 +206,20 @@ def get_columns():
"options": "Company:company:default_currency",
"width": 110
},
{
"fieldname": "stock_uom",
"label": _("Stock UOM"),
"fieldtype": "Link",
"options": "UOM",
"width": 90
},
{
"fieldname": "price_per_unit",
"label": _("Price per Unit (Stock UOM)"),
"fieldtype": "Currency",
"options": "Company:company:default_currency",
"width": 120
},
{
"fieldname": "quotation",
"label": _("Supplier Quotation"),
@ -205,9 +245,12 @@ def get_columns():
"fieldtype": "Link",
"options": "Request for Quotation",
"width": 150
}
]
}]
if filters.get("group_by") == "Group by Item":
group_by_columns.reverse()
columns[0:0] = group_by_columns # add positioned group by columns to the report
return columns
def get_message():

21
erpnext/controllers/accounts_controller.py
View File

@ -1242,7 +1242,7 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
try:
doc.check_permission(perm_type)
except frappe.PermissionError:
actions = { 'create': 'add', 'write': 'update', 'cancel': 'remove' }
actions = { 'create': 'add', 'write': 'update'}
frappe.throw(_("You do not have permissions to {} items in a {}.")
.format(actions[perm_type], parent_doctype), title=_("Insufficient Permissions"))
@ -1264,7 +1264,10 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
transitions.append(transition.as_dict())
if not transitions:
frappe.throw(_("You do not have workflow access to update this document."), title=_("Insufficient Workflow Permissions"))
frappe.throw(
_("You are not allowed to update as per the conditions set in {} Workflow.").format(get_link_to_form("Workflow", workflow)),
title=_("Insufficient Permissions")
)
def get_new_child_item(item_row):
new_child_function = set_sales_order_defaults if parent_doctype == "Sales Order" else set_purchase_order_defaults
@ -1282,7 +1285,7 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
sales_doctypes = ['Sales Order', 'Sales Invoice', 'Delivery Note', 'Quotation']
parent = frappe.get_doc(parent_doctype, parent_doctype_name)
check_doc_permissions(parent, 'cancel')
check_doc_permissions(parent, 'write')
validate_and_delete_children(parent, data)
for d in data:
@ -1316,24 +1319,26 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
validate_quantity(child_item, d)
child_item.qty = flt(d.get("qty"))
precision = child_item.precision("rate") or 2
rate_precision = child_item.precision("rate") or 2
conv_fac_precision = child_item.precision("conversion_factor") or 2
qty_precision = child_item.precision("qty") or 2
if flt(child_item.billed_amt, precision) > flt(flt(d.get("rate")) * flt(d.get("qty")), precision):
if flt(child_item.billed_amt, rate_precision) > flt(flt(d.get("rate"), rate_precision) * flt(d.get("qty"), qty_precision), rate_precision):
frappe.throw(_("Row #{0}: Cannot set Rate if amount is greater than billed amount for Item {1}.")
.format(child_item.idx, child_item.item_code))
else:
child_item.rate = flt(d.get("rate"))
child_item.rate = flt(d.get("rate"), rate_precision)
if d.get("conversion_factor"):
if child_item.stock_uom == child_item.uom:
child_item.conversion_factor = 1
else:
child_item.conversion_factor = flt(d.get('conversion_factor'))
child_item.conversion_factor = flt(d.get('conversion_factor'), conv_fac_precision)
if d.get("uom"):
child_item.uom = d.get("uom")
conversion_factor = flt(get_conversion_factor(child_item.item_code, child_item.uom).get("conversion_factor"))
child_item.conversion_factor = flt(d.get('conversion_factor')) or conversion_factor
child_item.conversion_factor = flt(d.get('conversion_factor'), conv_fac_precision) or conversion_factor
if d.get("delivery_date") and parent_doctype == 'Sales Order':
child_item.delivery_date = d.get('delivery_date')

1
erpnext/controllers/buying_controller.py
View File

@ -847,6 +847,7 @@ def get_items_from_bom(item_code, bom, exploded_item=1):
where
t2.parent = t1.name and t1.item = %s
and t1.docstatus = 1 and t1.is_active = 1 and t1.name = %s
and t2.sourced_by_supplier = 0
and t2.item_code = t3.name""".format(doctype),
(item_code, bom), as_dict=1)

41
erpnext/controllers/queries.py
View File

@ -165,9 +165,14 @@ def tax_account_query(doctype, txt, searchfield, start, page_len, filters):
AND company = %(company)s
AND account_currency = %(currency)s
AND `{searchfield}` LIKE %(txt)s
{mcond}
ORDER BY idx DESC, name
LIMIT %(offset)s, %(limit)s
""".format(account_type_condition=account_type_condition, searchfield=searchfield),
""".format(
account_type_condition=account_type_condition,
searchfield=searchfield,
mcond=get_match_cond(doctype)
),
dict(
account_types=filters.get("account_type"),
company=filters.get("company"),
@ -359,9 +364,25 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
if filters.get("is_return"):
having_clause = ""
meta = frappe.get_meta("Batch", cached=True)
searchfields = meta.get_search_fields()
search_columns = ''
search_cond = ''
if searchfields:
search_columns = ", " + ", ".join(searchfields)
search_cond = " or " + " or ".join([field + " like %(txt)s" for field in searchfields])
if args.get('warehouse'):
searchfields = ['batch.' + field for field in searchfields]
if searchfields:
search_columns = ", " + ", ".join(searchfields)
search_cond = " or " + " or ".join([field + " like %(txt)s" for field in searchfields])
batch_nos = frappe.db.sql("""select sle.batch_no, round(sum(sle.actual_qty),2), sle.stock_uom,
concat('MFG-',batch.manufacturing_date), concat('EXP-',batch.expiry_date)
{search_columns}
from `tabStock Ledger Entry` sle
INNER JOIN `tabBatch` batch on sle.batch_no = batch.name
where
@ -370,31 +391,39 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
and sle.warehouse = %(warehouse)s
and (sle.batch_no like %(txt)s
or batch.expiry_date like %(txt)s
or batch.manufacturing_date like %(txt)s)
or batch.manufacturing_date like %(txt)s
{search_cond})
and batch.docstatus < 2
{cond}
{match_conditions}
group by batch_no {having_clause}
order by batch.expiry_date, sle.batch_no desc
limit %(start)s, %(page_len)s""".format(
search_columns = search_columns,
cond=cond,
match_conditions=get_match_cond(doctype),
having_clause = having_clause
having_clause = having_clause,
search_cond = search_cond
), args)
return batch_nos
else:
return frappe.db.sql("""select name, concat('MFG-', manufacturing_date), concat('EXP-',expiry_date) from `tabBatch` batch
return frappe.db.sql("""select name, concat('MFG-', manufacturing_date), concat('EXP-',expiry_date)
{search_columns}
from `tabBatch` batch
where batch.disabled = 0
and item = %(item_code)s
and (name like %(txt)s
or expiry_date like %(txt)s
or manufacturing_date like %(txt)s)
or manufacturing_date like %(txt)s
{search_cond})
and docstatus < 2
{0}
{match_conditions}
order by expiry_date, name desc
limit %(start)s, %(page_len)s""".format(cond, match_conditions=get_match_cond(doctype)), args)
limit %(start)s, %(page_len)s""".format(cond, search_columns = search_columns,
search_cond = search_cond, match_conditions=get_match_cond(doctype)), args)
@frappe.whitelist()

31
erpnext/controllers/selling_controller.py
View File

@ -3,13 +3,14 @@
from __future__ import unicode_literals
import frappe
from frappe.utils import cint, flt, cstr, comma_or
from frappe.utils import cint, flt, cstr, comma_or, get_link_to_form
from frappe import _, throw
from erpnext.stock.get_item_details import get_bin_details
from erpnext.stock.utils import get_incoming_rate
from erpnext.stock.get_item_details import get_conversion_factor
from erpnext.stock.doctype.item.item import set_item_default
from frappe.contacts.doctype.address.address import get_address_display
from erpnext.controllers.accounts_controller import get_taxes_and_charges
from erpnext.controllers.stock_controller import StockController
@ -53,10 +54,10 @@ class SellingController(StockController):
super(SellingController, self).set_missing_values(for_validate)
# set contact and address details for customer, if they are not mentioned
self.set_missing_lead_customer_details()
self.set_missing_lead_customer_details(for_validate=for_validate)
self.set_price_list_and_item_details(for_validate=for_validate)
def set_missing_lead_customer_details(self):
def set_missing_lead_customer_details(self, for_validate=False):
customer, lead = None, None
if getattr(self, "customer", None):
customer = self.customer
@ -81,6 +82,7 @@ class SellingController(StockController):
party_details = _get_party_details(customer,
ignore_permissions=self.flags.ignore_permissions,
doctype=self.doctype, company=self.company,
posting_date=self.get('posting_date'),
fetch_payment_terms_template=fetch_payment_terms_template,
party_address=self.customer_address, shipping_address=self.shipping_address_name)
if not self.meta.get_field("sales_team"):
@ -93,6 +95,11 @@ class SellingController(StockController):
posting_date=self.get('transaction_date') or self.get('posting_date'),
company=self.company))
if self.get('taxes_and_charges') and not self.get('taxes') and not for_validate:
taxes = get_taxes_and_charges('Sales Taxes and Charges Template', self.taxes_and_charges)
for tax in taxes:
self.append('taxes', tax)
def set_price_list_and_item_details(self, for_validate=False):
self.set_price_list_currency("Selling")
self.set_missing_item_details(for_validate=for_validate)
@ -166,12 +173,16 @@ class SellingController(StockController):
def validate_selling_price(self):
def throw_message(idx, item_name, rate, ref_rate_field):
frappe.throw(_("""Row #{}: Selling rate for item {} is lower than its {}. Selling rate should be atleast {}""")
.format(idx, item_name, ref_rate_field, rate))
bold_net_rate = frappe.bold("net rate")
msg = (_("""Row #{}: Selling rate for item {} is lower than its {}. Selling {} should be atleast {}""")
.format(idx, frappe.bold(item_name), frappe.bold(ref_rate_field), bold_net_rate, frappe.bold(rate)))
msg += "<br><br>"
msg += (_("""You can alternatively disable selling price validation in {} to bypass this validation.""")
.format(get_link_to_form("Selling Settings", "Selling Settings")))
frappe.throw(msg, title=_("Invalid Selling Price"))
if not frappe.db.get_single_value("Selling Settings", "validate_selling_price"):
return
if hasattr(self, "is_return") and self.is_return:
return
@ -180,8 +191,8 @@ class SellingController(StockController):
continue
last_purchase_rate, is_stock_item = frappe.get_cached_value("Item", it.item_code, ["last_purchase_rate", "is_stock_item"])
last_purchase_rate_in_sales_uom = last_purchase_rate / (it.conversion_factor or 1)
if flt(it.base_rate) < flt(last_purchase_rate_in_sales_uom):
last_purchase_rate_in_sales_uom = last_purchase_rate * (it.conversion_factor or 1)
if flt(it.base_net_rate) < flt(last_purchase_rate_in_sales_uom):
throw_message(it.idx, frappe.bold(it.item_name), last_purchase_rate_in_sales_uom, "last purchase rate")
last_valuation_rate = frappe.db.sql("""
@ -190,8 +201,8 @@ class SellingController(StockController):
ORDER BY posting_date DESC, posting_time DESC, creation DESC LIMIT 1
""", (it.item_code, it.warehouse))
if last_valuation_rate:
last_valuation_rate_in_sales_uom = last_valuation_rate[0][0] / (it.conversion_factor or 1)
if is_stock_item and flt(it.base_rate) < flt(last_valuation_rate_in_sales_uom) \
last_valuation_rate_in_sales_uom = last_valuation_rate[0][0] * (it.conversion_factor or 1)
if is_stock_item and flt(it.base_net_rate) < flt(last_valuation_rate_in_sales_uom) \
and not self.get('is_internal_customer'):
throw_message(it.idx, frappe.bold(it.item_name), last_valuation_rate_in_sales_uom, "valuation rate")

2
erpnext/controllers/website_list_for_contact.py
View File

@ -25,7 +25,7 @@ def get_transaction_list(doctype, txt=None, filters=None, limit_start=0, limit_p
if not filters: filters = []
if doctype in ['Supplier Quotation', 'Purchase Invoice']:
if doctype in ['Supplier Quotation', 'Purchase Invoice', 'Quotation']:
filters.append((doctype, 'docstatus', '<', 2))
else:
filters.append((doctype, 'docstatus', '=', 1))

4
erpnext/crm/desk_page/crm/crm.json
View File

@ -8,7 +8,7 @@
{
"hidden": 0,
"label": "Reports",
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"Minutes to First Response for Opportunity\",\n \"name\": \"Minutes to First Response for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]"
"links": "[\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Details\",\n \"name\": \"Lead Details\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"icon\": \"fa fa-bar-chart\",\n \"label\": \"Sales Funnel\",\n \"name\": \"sales-funnel\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Prospects Engaged But Not Converted\",\n \"name\": \"Prospects Engaged But Not Converted\",\n \"onboard\": 1,\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Opportunity\"\n ],\n \"doctype\": \"Opportunity\",\n \"is_query_report\": true,\n \"label\": \"First Response Time for Opportunity\",\n \"name\": \"First Response Time for Opportunity\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Sales Order\"\n ],\n \"doctype\": \"Sales Order\",\n \"is_query_report\": true,\n \"label\": \"Inactive Customers\",\n \"name\": \"Inactive Customers\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Campaign Efficiency\",\n \"name\": \"Campaign Efficiency\",\n \"type\": \"report\"\n },\n {\n \"dependencies\": [\n \"Lead\"\n ],\n \"doctype\": \"Lead\",\n \"is_query_report\": true,\n \"label\": \"Lead Owner Efficiency\",\n \"name\": \"Lead Owner Efficiency\",\n \"type\": \"report\"\n }\n]"
},
{
"hidden": 0,
@ -42,7 +42,7 @@
"idx": 0,
"is_standard": 1,
"label": "CRM",
"modified": "2020-05-28 13:33:52.906750",
"modified": "2020-08-11 18:55:18.238900",
"modified_by": "Administrator",
"module": "CRM",
"name": "CRM",

10
erpnext/crm/doctype/lead/lead.json
View File

@ -241,6 +241,7 @@
},
{
"depends_on": "eval: doc.__islocal",
"description": "Home, Work, etc.",
"fieldname": "address_title",
"fieldtype": "Data",
"label": "Address Title"
@ -249,7 +250,8 @@
"depends_on": "eval: doc.__islocal",
"fieldname": "address_line1",
"fieldtype": "Data",
"label": "Address Line 1"
"label": "Address Line 1",
"mandatory_depends_on": "eval: doc.address_title && doc.address_type"
},
{
"depends_on": "eval: doc.__islocal",
@ -261,7 +263,8 @@
"depends_on": "eval: doc.__islocal",
"fieldname": "city",
"fieldtype": "Data",
"label": "City/Town"
"label": "City/Town",
"mandatory_depends_on": "eval: doc.address_title && doc.address_type"
},
{
"depends_on": "eval: doc.__islocal",
@ -280,6 +283,7 @@
"fieldname": "country",
"fieldtype": "Link",
"label": "Country",
"mandatory_depends_on": "eval: doc.address_title && doc.address_type",
"options": "Country"
},
{
@ -449,7 +453,7 @@
"idx": 5,
"image_field": "image",
"links": [],
"modified": "2020-06-18 14:39:41.835416",
"modified": "2020-10-13 15:24:00.094811",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",

28
erpnext/crm/doctype/lead/lead.py
View File

@ -22,14 +22,12 @@ class Lead(SellingController):
load_address_and_contact(self)
def before_insert(self):
if self.address_title and self.address_type:
self.address_doc = self.create_address()
self.contact_doc = self.create_contact()
def after_insert(self):
self.update_links()
# after the address and contact are created, flush the field values
# to avoid inconsistent reporting in case the documents are changed
self.flush_address_and_contact_fields()
def validate(self):
self.set_lead_name()
@ -136,15 +134,6 @@ class Lead(SellingController):
# skipping country since the system auto-sets it from system defaults
address = frappe.new_doc("Address")
mandatory_fields = [ df.fieldname for df in address.meta.fields if df.reqd ]
if not all([self.get(field) for field in mandatory_fields]):
frappe.msgprint(_('Missing mandatory fields in address. \
{0} to create address' ).format("<a href='desk#Form/Address/New Address 1' \
> Click here </a>"),
alert=True, indicator='yellow')
return
address.update({addr_field: self.get(addr_field) for addr_field in address_fields})
address.update({info_field: self.get(info_field) for info_field in info_fields})
address.insert()
@ -193,7 +182,7 @@ class Lead(SellingController):
def update_links(self):
# update address links
if self.address_doc:
if hasattr(self, 'address_doc'):
self.address_doc.append("links", {
"link_doctype": "Lead",
"link_name": self.name,
@ -210,14 +199,6 @@ class Lead(SellingController):
})
self.contact_doc.save()
def flush_address_and_contact_fields(self):
fields = ['address_type', 'address_line1', 'address_line2', 'address_title',
'city', 'county', 'country', 'fax', 'pincode', 'state']
for field in fields:
self.set(field, None)
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
return _make_customer(source_name, target_doc)
@ -376,3 +357,8 @@ def get_lead_with_phone_number(number):
lead = leads[0].name if leads else None
return lead
def daily_open_lead():
leads = frappe.get_all("Lead", filters = [["contact_date", "Between", [nowdate(), nowdate()]]])
for lead in leads:
frappe.db.set_value("Lead", lead.name, "status", "Open")

18
erpnext/crm/doctype/opportunity/opportunity.json
View File

@ -24,7 +24,7 @@
"converted_by",
"sales_stage",
"order_lost_reason",
"mins_to_first_response",
"first_response_time",
"expected_closing",
"next_contact",
"contact_by",
@ -152,13 +152,6 @@
"no_copy": 1,
"read_only": 1
},
{
"bold": 1,
"fieldname": "mins_to_first_response",
"fieldtype": "Float",
"label": "Mins to first response",
"read_only": 1
},
{
"fieldname": "expected_closing",
"fieldtype": "Date",
@ -419,12 +412,19 @@
"fieldtype": "Link",
"label": "Converted By",
"options": "User"
},
{
"bold": 1,
"fieldname": "first_response_time",
"fieldtype": "Duration",
"label": "First Response Time",
"read_only": 1
}
],
"icon": "fa fa-info-sign",
"idx": 195,
"links": [],
"modified": "2020-08-11 17:34:35.066961",
"modified": "2020-08-12 17:34:35.066961",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",

0
erpnext/support/report/minutes_to_first_response_for_issues/__init__.py → erpnext/crm/report/first_response_time_for_opportunity/__init__.py
View File

25
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.js → erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.js
View File

@ -1,33 +1,44 @@
// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
/* eslint-disable */
frappe.query_reports["Minutes to First Response for Opportunity"] = {
frappe.query_reports["First Response Time for Opportunity"] = {
"filters": [
{
"fieldname": "from_date",
"label": __("From Date"),
"fieldtype": "Date",
'reqd': 1,
"reqd": 1,
"default": frappe.datetime.add_days(frappe.datetime.nowdate(), -30)
},
{
"fieldname": "to_date",
"label": __("To Date"),
"fieldtype": "Date",
'reqd': 1,
"reqd": 1,
"default": frappe.datetime.nowdate()
},
],
get_chart_data: function (columns, result) {
get_chart_data: function (_columns, result) {
return {
data: {
labels: result.map(d => d[0]),
datasets: [{
name: 'Mins to first response',
name: "First Response Time",
values: result.map(d => d[1])
}]
},
type: 'line',
type: "line",
tooltipOptions: {
formatTooltipY: d => {
let duration_options = {
hide_days: 0,
hide_seconds: 0
};
value = frappe.utils.get_formatted_duration(d, duration_options);
return value;
}
}
}
}
}
};

28
erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.json Normal file
View File

@ -0,0 +1,28 @@
{
"add_total_row": 0,
"creation": "2020-08-10 18:34:19.083872",
"disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"letter_head": "Test 2",
"modified": "2020-08-10 18:34:19.083872",
"modified_by": "Administrator",
"module": "CRM",
"name": "First Response Time for Opportunity",
"owner": "Administrator",
"prepared_report": 0,
"ref_doctype": "Opportunity",
"report_name": "First Response Time for Opportunity",
"report_type": "Script Report",
"roles": [
{
"role": "Sales User"
},
{
"role": "Sales Manager"
}
]
}

35
erpnext/crm/report/first_response_time_for_opportunity/first_response_time_for_opportunity.py Normal file
View File

@ -0,0 +1,35 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
def execute(filters=None):
columns = [
{
'fieldname': 'creation_date',
'label': 'Date',
'fieldtype': 'Date',
'width': 300
},
{
'fieldname': 'first_response_time',
'fieldtype': 'Duration',
'label': 'First Response Time',
'width': 300
},
]
data = frappe.db.sql('''
SELECT
date(creation) as creation_date,
avg(first_response_time) as avg_response_time
FROM tabOpportunity
WHERE
date(creation) between %s and %s
and first_response_time > 0
GROUP BY creation_date
ORDER BY creation_date desc
''', (filters.from_date, filters.to_date))
return columns, data

26
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.json
View File

@ -1,26 +0,0 @@
{
"add_total_row": 0,
"apply_user_permissions": 0,
"creation": "2016-06-17 11:28:25.867258",
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 2,
"is_standard": "Yes",
"modified": "2017-02-24 20:06:08.801109",
"modified_by": "Administrator",
"module": "CRM",
"name": "Minutes to First Response for Opportunity",
"owner": "Administrator",
"ref_doctype": "Opportunity",
"report_name": "Minutes to First Response for Opportunity",
"report_type": "Script Report",
"roles": [
{
"role": "Sales User"
},
{
"role": "Sales Manager"
}
]
}

28
erpnext/crm/report/minutes_to_first_response_for_opportunity/minutes_to_first_response_for_opportunity.py
View File

@ -1,28 +0,0 @@
# Copyright (c) 2013, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
def execute(filters=None):
columns = [
{
'fieldname': 'creation_date',
'label': 'Date',
'fieldtype': 'Date'
},
{
'fieldname': 'mins',
'fieldtype': 'Float',
'label': 'Mins to First Response'
},
]
data = frappe.db.sql('''select date(creation) as creation_date,
avg(mins_to_first_response) as mins
from tabOpportunity
where date(creation) between %s and %s
and mins_to_first_response > 0
group by creation_date order by creation_date desc''', (filters.from_date, filters.to_date))
return columns, data

4
erpnext/demo/user/purchase.py
View File

@ -11,7 +11,7 @@ from erpnext.accounts.party import get_party_account_currency
from erpnext.exceptions import InvalidCurrency
from erpnext.stock.doctype.material_request.material_request import make_request_for_quotation
from erpnext.buying.doctype.request_for_quotation.request_for_quotation import \
make_supplier_quotation as make_quotation_from_rfq
make_supplier_quotation_from_rfq
def work():
frappe.set_user(frappe.db.get_global('demo_purchase_user'))
@ -44,7 +44,7 @@ def work():
rfq = frappe.get_doc('Request for Quotation', rfq.name)
for supplier in rfq.suppliers:
supplier_quotation = make_quotation_from_rfq(rfq.name, supplier.supplier)
supplier_quotation = make_supplier_quotation_from_rfq(rfq.name, for_supplier=supplier.supplier)
supplier_quotation.save()
supplier_quotation.submit()

4
erpnext/education/doctype/question/question.json
View File

@ -13,7 +13,7 @@
"fields": [
{
"fieldname": "question",
"fieldtype": "Small Text",
"fieldtype": "Text Editor",
"in_list_view": 1,
"label": "Question",
"reqd": 1
@ -34,7 +34,7 @@
"read_only": 1
}
],
"modified": "2019-05-30 18:39:21.880974",
"modified": "2020-09-24 18:39:21.880974",
"modified_by": "Administrator",
"module": "Education",
"name": "Question",

4
erpnext/education/doctype/quiz_question/quiz_question.json
View File

@ -20,14 +20,14 @@
{
"fetch_from": "question_link.question",
"fieldname": "question",
"fieldtype": "Data",
"fieldtype": "Text Editor",
"in_list_view": 1,
"label": "Question",
"read_only": 1
}
],
"istable": 1,
"modified": "2019-06-12 12:24:02.312577",
"modified": "2020-09-24 12:24:02.312577",
"modified_by": "Administrator",
"module": "Education",
"name": "Quiz Question",

5
erpnext/education/web_form/student_applicant/student_applicant.json
View File

@ -8,6 +8,7 @@
"allow_print": 0,
"amount": 0.0,
"amount_based_on_field": 0,
"apply_document_permissions": 0,
"creation": "2016-09-22 13:10:10.792735",
"doc_type": "Student Applicant",
"docstatus": 0,
@ -16,7 +17,7 @@
"is_standard": 1,
"login_required": 1,
"max_attachment_size": 0,
"modified": "2020-06-11 22:53:45.875310",
"modified": "2020-10-07 23:13:07.814941",
"modified_by": "Administrator",
"module": "Education",
"name": "student-applicant",
@ -157,7 +158,7 @@
},
{
"allow_read_on_all_link_options": 0,
"default": "INDIAN",
"default": "",
"fieldname": "nationality",
"fieldtype": "Data",
"hidden": 0,

99
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_connector.py
View File

@ -2,81 +2,90 @@
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
from frappe import _
from frappe.utils.password import get_decrypted_password
from plaid import Client
from plaid.errors import APIError, ItemError
import plaid
import requests
from plaid.errors import APIError, ItemError, InvalidRequestError
import frappe
import requests
from frappe import _
class PlaidConnector():
def __init__(self, access_token=None):
plaid_settings = frappe.get_single("Plaid Settings")
self.config = {
"plaid_client_id": plaid_settings.plaid_client_id,
"plaid_secret": get_decrypted_password("Plaid Settings", "Plaid Settings", 'plaid_secret'),
"plaid_public_key": plaid_settings.plaid_public_key,
"plaid_env": plaid_settings.plaid_env
}
self.client = Client(client_id=self.config.get("plaid_client_id"),
secret=self.config.get("plaid_secret"),
public_key=self.config.get("plaid_public_key"),
environment=self.config.get("plaid_env")
)
self.access_token = access_token
self.settings = frappe.get_single("Plaid Settings")
self.products = ["auth", "transactions"]
self.client_name = frappe.local.site
self.client = plaid.Client(
client_id=self.settings.plaid_client_id,
secret=self.settings.get_password("plaid_secret"),
environment=self.settings.plaid_env,
api_version="2019-05-29"
)
def get_access_token(self, public_token):
if public_token is None:
frappe.log_error(_("Public token is missing for this bank"), _("Plaid public token error"))
response = self.client.Item.public_token.exchange(public_token)
access_token = response['access_token']
access_token = response["access_token"]
return access_token
def get_link_token(self):
token_request = {
"client_name": self.client_name,
"client_id": self.settings.plaid_client_id,
"secret": self.settings.plaid_secret,
"products": self.products,
# only allow Plaid-supported languages and countries (LAST: Sep-19-2020)
"language": frappe.local.lang if frappe.local.lang in ["en", "fr", "es", "nl"] else "en",
"country_codes": ["US", "CA", "FR", "IE", "NL", "ES", "GB"],
"user": {
"client_user_id": frappe.generate_hash(frappe.session.user, length=32)
}
}
try:
response = self.client.LinkToken.create(token_request)
except InvalidRequestError:
frappe.log_error(frappe.get_traceback(), _("Plaid invalid request error"))
frappe.msgprint(_("Please check your Plaid client ID and secret values"))
except APIError as e:
frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
frappe.throw(_(str(e)), title=_("Authentication Failed"))
else:
return response["link_token"]
def auth(self):
try:
self.client.Auth.get(self.access_token)
print("Authentication successful.....")
except ItemError as e:
if e.code == 'ITEM_LOGIN_REQUIRED':
pass
else:
if e.code == "ITEM_LOGIN_REQUIRED":
pass
except APIError as e:
if e.code == 'PLANNED_MAINTENANCE':
pass
else:
if e.code == "PLANNED_MAINTENANCE":
pass
except requests.Timeout:
pass
except Exception as e:
print(e)
frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
frappe.msgprint({"title": _("Authentication Failed"), "message":e, "raise_exception":1, "indicator":'red'})
frappe.throw(_(str(e)), title=_("Authentication Failed"))
def get_transactions(self, start_date, end_date, account_id=None):
try:
self.auth()
kwargs = dict(
access_token=self.access_token,
start_date=start_date,
end_date=end_date
)
if account_id:
account_ids = [account_id]
kwargs.update(dict(account_ids=[account_id]))
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, account_ids=account_ids)
else:
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date)
transactions = response['transactions']
while len(transactions) < response['total_transactions']:
try:
response = self.client.Transactions.get(**kwargs)
transactions = response["transactions"]
while len(transactions) < response["total_transactions"]:
response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, offset=len(transactions))
transactions.extend(response['transactions'])
transactions.extend(response["transactions"])
return transactions
except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))

57
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
View File

@ -4,14 +4,14 @@
frappe.provide("erpnext.integrations");
frappe.ui.form.on('Plaid Settings', {
enabled: function(frm) {
enabled: function (frm) {
frm.toggle_reqd('plaid_client_id', frm.doc.enabled);
frm.toggle_reqd('plaid_secret', frm.doc.enabled);
frm.toggle_reqd('plaid_public_key', frm.doc.enabled);
frm.toggle_reqd('plaid_env', frm.doc.enabled);
},
refresh: function(frm) {
if(frm.doc.enabled) {
refresh: function (frm) {
if (frm.doc.enabled) {
frm.add_custom_button('Link a new bank account', () => {
new erpnext.integrations.plaidLink(frm);
});
@ -22,17 +22,16 @@ frappe.ui.form.on('Plaid Settings', {
erpnext.integrations.plaidLink = class plaidLink {
constructor(parent) {
this.frm = parent;
this.product = ["transactions", "auth"];
this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
this.init_config();
}
init_config() {
const me = this;
me.plaid_env = me.frm.doc.plaid_env;
me.plaid_public_key = me.frm.doc.plaid_public_key;
me.client_name = frappe.boot.sitename;
me.init_plaid();
async init_config() {
this.product = ["auth", "transactions"];
this.plaid_env = this.frm.doc.plaid_env;
this.client_name = frappe.boot.sitename;
this.token = await this.frm.call("get_link_token").then(resp => resp.message);
this.init_plaid();
}
init_plaid() {
@ -69,17 +68,17 @@ erpnext.integrations.plaidLink = class plaidLink {
}
onScriptLoaded(me) {
me.linkHandler = window.Plaid.create({
me.linkHandler = Plaid.create({
clientName: me.client_name,
product: me.product,
env: me.plaid_env,
key: me.plaid_public_key,
onSuccess: me.plaid_success,
product: me.product
token: me.token,
onSuccess: me.plaid_success
});
}
onScriptError(error) {
frappe.msgprint('There was an issue loading the link-initialize.js script');
frappe.msgprint("There was an issue connecting to Plaid's authentication server");
frappe.msgprint(error);
}
@ -87,20 +86,24 @@ erpnext.integrations.plaidLink = class plaidLink {
const me = this;
frappe.prompt({
fieldtype:"Link",
fieldtype: "Link",
options: "Company",
label:__("Company"),
fieldname:"company",
reqd:1
label: __("Company"),
fieldname: "company",
reqd: 1
}, (data) => {
me.company = data.company;
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {token: token, response: response})
.then((result) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {response: response,
bank: result, company: me.company});
})
.then(() => {
frappe.show_alert({message:__("Bank accounts added"), indicator:'green'});
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {
token: token,
response: response
}).then((result) => {
frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {
response: response,
bank: result,
company: me.company
});
}).then(() => {
frappe.show_alert({ message: __("Bank accounts added"), indicator: 'green' });
});
}, __("Select a company"), __("Continue"));
}

11
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.json
View File

@ -1,5 +1,4 @@
{
"actions": [],
"creation": "2018-10-25 10:02:48.656165",
"doctype": "DocType",
"editable_grid": 1,
@ -12,7 +11,6 @@
"plaid_client_id",
"plaid_secret",
"column_break_7",
"plaid_public_key",
"plaid_env"
],
"fields": [
@ -41,12 +39,6 @@
"in_list_view": 1,
"label": "Plaid Secret"
},
{
"fieldname": "plaid_public_key",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Plaid Public Key"
},
{
"fieldname": "plaid_env",
"fieldtype": "Select",
@ -69,8 +61,7 @@
}
],
"issingle": 1,
"links": [],
"modified": "2020-02-07 15:21:11.616231",
"modified": "2020-09-12 02:31:44.542385",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Plaid Settings",

48
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.py
View File

@ -2,37 +2,44 @@
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
import json
from frappe import _
from frappe.model.document import Document
import frappe
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_connector import PlaidConnector
from frappe.utils import getdate, formatdate, today, add_months
from frappe import _
from frappe.desk.doctype.tag.tag import add_tag
from frappe.model.document import Document
from frappe.utils import add_months, formatdate, getdate, today
class PlaidSettings(Document):
pass
@staticmethod
def get_link_token():
plaid = PlaidConnector()
return plaid.get_link_token()
@frappe.whitelist()
def plaid_configuration():
def get_plaid_configuration():
if frappe.db.get_single_value("Plaid Settings", "enabled"):
plaid_settings = frappe.get_single("Plaid Settings")
return {
"plaid_public_key": plaid_settings.plaid_public_key,
"plaid_env": plaid_settings.plaid_env,
"link_token": plaid_settings.get_link_token(),
"client_name": frappe.local.site
}
else:
return "disabled"
@frappe.whitelist()
def add_institution(token, response):
response = json.loads(response)
plaid = PlaidConnector()
access_token = plaid.get_access_token(token)
bank = None
if not frappe.db.exists("Bank", response["institution"]["name"]):
try:
@ -44,7 +51,6 @@ def add_institution(token, response):
bank.insert()
except Exception:
frappe.throw(frappe.get_traceback())
else:
bank = frappe.get_doc("Bank", response["institution"]["name"])
bank.plaid_access_token = access_token
@ -52,6 +58,7 @@ def add_institution(token, response):
return bank
@frappe.whitelist()
def add_bank_accounts(response, bank, company):
try:
@ -92,9 +99,8 @@ def add_bank_accounts(response, bank, company):
new_account.insert()
result.append(new_account.name)
except frappe.UniqueValidationError:
frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(new_account.account_name))
frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(account["name"]))
except Exception:
frappe.throw(frappe.get_traceback())
@ -103,6 +109,7 @@ def add_bank_accounts(response, bank, company):
return result
def add_account_type(account_type):
try:
frappe.get_doc({
@ -122,10 +129,11 @@ def add_account_subtype(account_subtype):
except Exception:
frappe.throw(frappe.get_traceback())
@frappe.whitelist()
def sync_transactions(bank, bank_account):
'''Sync transactions based on the last integration date as the start date, after the sync is completed
add the transaction date of the oldest transaction as the last integration date'''
"""Sync transactions based on the last integration date as the start date, after sync is completed
add the transaction date of the oldest transaction as the last integration date."""
last_transaction_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
if last_transaction_date:
start_date = formatdate(last_transaction_date, "YYYY-MM-dd")
@ -147,10 +155,10 @@ def sync_transactions(bank, bank_account):
len(result), bank_account, start_date, end_date))
frappe.db.set_value("Bank Account", bank_account, "last_integration_date", last_transaction_date)
except Exception:
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
access_token = None
@ -168,6 +176,7 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
return transactions
def new_bank_transaction(transaction):
result = []
@ -182,8 +191,8 @@ def new_bank_transaction(transaction):
status = "Pending" if transaction["pending"] == "True" else "Settled"
try:
tags = []
try:
tags += transaction["category"]
tags += ["Plaid Cat. {}".format(transaction["category_id"])]
except KeyError:
@ -216,6 +225,7 @@ def new_bank_transaction(transaction):
return result
def automatic_synchronization():
settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
@ -223,4 +233,8 @@ def automatic_synchronization():
plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
for plaid_account in plaid_accounts:
frappe.enqueue("erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions", bank=plaid_account.bank, bank_account=plaid_account.name)
frappe.enqueue(
"erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
bank=plaid_account.bank,
bank_account=plaid_account.name
)

15
erpnext/erpnext_integrations/doctype/plaid_settings/test_plaid_settings.py
View File

@ -1,14 +1,17 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import unittest
import frappe
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import plaid_configuration, add_account_type, add_account_subtype, new_bank_transaction, add_bank_accounts
import json
from frappe.utils.response import json_handler
import unittest
import frappe
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import (
add_account_subtype, add_account_type, add_bank_accounts,
new_bank_transaction, get_plaid_configuration)
from frappe.utils.response import json_handler
class TestPlaidSettings(unittest.TestCase):
def setUp(self):
@ -31,7 +34,7 @@ class TestPlaidSettings(unittest.TestCase):
def test_plaid_disabled(self):
frappe.db.set_value("Plaid Settings", None, "enabled", 0)
self.assertTrue(plaid_configuration() == "disabled")
self.assertTrue(get_plaid_configuration() == "disabled")
def test_add_account_type(self):
add_account_type("brokerage")

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