From 5d5f026a0d4ac2d088b722f254f7b58db27b8a4f Mon Sep 17 00:00:00 2001 From: Anupam K Date: Fri, 24 Jul 2020 02:32:45 +0530 Subject: [PATCH 01/42] fix: Target variance report signs --- .../item_group_wise_sales_target_variance.py | 20 +++++++++---------- ...ner_target_variance_based_on_item_group.js | 17 +++++++++++++++- ...son_target_variance_based_on_item_group.js | 17 +++++++++++++++- ...ory_target_variance_based_on_item_group.js | 17 +++++++++++++++- 4 files changed, 58 insertions(+), 13 deletions(-) diff --git a/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/item_group_wise_sales_target_variance.py b/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/item_group_wise_sales_target_variance.py index 857b9823e0..ae216ca5d6 100644 --- a/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/item_group_wise_sales_target_variance.py +++ b/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/item_group_wise_sales_target_variance.py @@ -63,13 +63,13 @@ def get_columns(filters, period_list, partner_doctype): "label": _(partner_doctype), "fieldtype": "Link", "options": partner_doctype, - "width": 100 + "width": 150 }, { "fieldname": "item_group", "label": _("Item Group"), "fieldtype": "Link", "options": "Item Group", - "width": 100 + "width": 150 }] for period in period_list: @@ -81,19 +81,19 @@ def get_columns(filters, period_list, partner_doctype): "label": _("Target ({})").format(period.label), "fieldtype": fieldtype, "options": options, - "width": 100 + "width": 150 }, { "fieldname": period.key, "label": _("Achieved ({})").format(period.label), "fieldtype": fieldtype, "options": options, - "width": 100 + "width": 150 }, { "fieldname": variance_key, "label": _("Variance ({})").format(period.label), "fieldtype": fieldtype, "options": options, - "width": 100 + "width": 150 }]) columns.extend([{ @@ -101,19 +101,19 @@ def get_columns(filters, period_list, partner_doctype): "label": _("Total Target"), "fieldtype": fieldtype, "options": options, - "width": 100 + "width": 150 }, { "fieldname": "total_achieved", "label": _("Total Achieved"), "fieldtype": fieldtype, "options": options, - "width": 100 + "width": 150 }, { "fieldname": "total_variance", "label": _("Total Variance"), "fieldtype": fieldtype, "options": options, - "width": 100 + "width": 150 }]) return columns @@ -154,10 +154,10 @@ def prepare_data(filters, sales_users_data, actual_data, date_field, period_list if (r.get(sales_field) == d.parent and r.item_group == d.item_group and period.from_date <= r.get(date_field) and r.get(date_field) <= period.to_date): details[p_key] += r.get(qty_or_amount_field, 0) - details[variance_key] = details.get(target_key) - details.get(p_key) + details[variance_key] = details.get(p_key) - details.get(target_key) details["total_achieved"] += details.get(p_key) - details["total_variance"] = details.get("total_target") - details.get("total_achieved") + details["total_variance"] = details.get("total_achieved") - details.get("total_target") return rows diff --git a/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/sales_partner_target_variance_based_on_item_group.js b/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/sales_partner_target_variance_based_on_item_group.js index f99f68c524..38bb127e23 100644 --- a/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/sales_partner_target_variance_based_on_item_group.js +++ b/erpnext/selling/report/sales_partner_target_variance_based_on_item_group/sales_partner_target_variance_based_on_item_group.js @@ -44,5 +44,20 @@ frappe.query_reports["Sales Partner Target Variance based on Item Group"] = { options: "Quantity\nAmount", default: "Quantity" }, - ] + ], + "formatter": function (value, row, column, data, default_formatter) { + value = default_formatter(value, row, column, data); + + if (column.fieldname.includes('variance')) { + + if (data[column.fieldname] < 0) { + value = "" + value + ""; + } + else if (data[column.fieldname] > 0) { + value = "" + value + ""; + } + } + + return value; + } } diff --git a/erpnext/selling/report/sales_person_target_variance_based_on_item_group/sales_person_target_variance_based_on_item_group.js b/erpnext/selling/report/sales_person_target_variance_based_on_item_group/sales_person_target_variance_based_on_item_group.js index 9f6bfc41df..a8e2fad373 100644 --- a/erpnext/selling/report/sales_person_target_variance_based_on_item_group/sales_person_target_variance_based_on_item_group.js +++ b/erpnext/selling/report/sales_person_target_variance_based_on_item_group/sales_person_target_variance_based_on_item_group.js @@ -44,5 +44,20 @@ frappe.query_reports["Sales Person Target Variance Based On Item Group"] = { options: "Quantity\nAmount", default: "Quantity" }, - ] + ], + "formatter": function (value, row, column, data, default_formatter) { + value = default_formatter(value, row, column, data); + + if (column.fieldname.includes('variance')) { + + if (data[column.fieldname] < 0) { + value = "" + value + ""; + } + else if (data[column.fieldname] > 0) { + value = "" + value + ""; + } + } + + return value; + } } diff --git a/erpnext/selling/report/territory_target_variance_based_on_item_group/territory_target_variance_based_on_item_group.js b/erpnext/selling/report/territory_target_variance_based_on_item_group/territory_target_variance_based_on_item_group.js index dd9607ffbd..263391a7f7 100644 --- a/erpnext/selling/report/territory_target_variance_based_on_item_group/territory_target_variance_based_on_item_group.js +++ b/erpnext/selling/report/territory_target_variance_based_on_item_group/territory_target_variance_based_on_item_group.js @@ -44,5 +44,20 @@ frappe.query_reports["Territory Target Variance Based On Item Group"] = { options: "Quantity\nAmount", default: "Quantity" }, - ] + ], + "formatter": function (value, row, column, data, default_formatter) { + value = default_formatter(value, row, column, data); + + if (column.fieldname.includes('variance')) { + + if (data[column.fieldname] < 0) { + value = "" + value + ""; + } + else if (data[column.fieldname] > 0) { + value = "" + value + ""; + } + } + + return value; + } } From 8718daa11e11c17ec64d550df661b3f3ac7c2eac Mon Sep 17 00:00:00 2001 From: Anupam K Date: Sat, 25 Jul 2020 23:56:11 +0530 Subject: [PATCH 02/42] Adding formatter in budget variance report --- .../budget_variance_report.js | 17 ++++++++++++++++- 1 file changed, 16 insertions(+), 1 deletion(-) diff --git a/erpnext/accounts/report/budget_variance_report/budget_variance_report.js b/erpnext/accounts/report/budget_variance_report/budget_variance_report.js index 3ec4d306c3..30415d1e65 100644 --- a/erpnext/accounts/report/budget_variance_report/budget_variance_report.js +++ b/erpnext/accounts/report/budget_variance_report/budget_variance_report.js @@ -71,7 +71,22 @@ frappe.query_reports["Budget Variance Report"] = { fieldtype: "Check", default: 0, }, - ] + ], + "formatter": function (value, row, column, data, default_formatter) { + value = default_formatter(value, row, column, data); + + if (column.fieldname.includes('variance')) { + + if (data[column.fieldname] < 0) { + value = "" + value + ""; + } + else if (data[column.fieldname] > 0) { + value = "" + value + ""; + } + } + + return value; + } } erpnext.dimension_filters.forEach((dimension) => { From bfb219612e143139b535d273556898b7d0ecaeaf Mon Sep 17 00:00:00 2001 From: prssanna Date: Thu, 13 Aug 2020 11:34:05 +0530 Subject: [PATCH 03/42] feat: enable total row in Gross Profit Report --- .../report/gross_profit/gross_profit.json | 33 +++++++++---------- 1 file changed, 16 insertions(+), 17 deletions(-) diff --git a/erpnext/accounts/report/gross_profit/gross_profit.json b/erpnext/accounts/report/gross_profit/gross_profit.json index 9cfb0627d3..cd6bac2d77 100644 --- a/erpnext/accounts/report/gross_profit/gross_profit.json +++ b/erpnext/accounts/report/gross_profit/gross_profit.json @@ -1,24 +1,23 @@ { - "add_total_row": 0, - "apply_user_permissions": 1, - "creation": "2013-02-25 17:03:34", - "disabled": 0, - "docstatus": 0, - "doctype": "Report", - "idx": 3, - "is_standard": "Yes", - "modified": "2017-02-24 20:12:22.464240", - "modified_by": "Administrator", - "module": "Accounts", - "name": "Gross Profit", - "owner": "Administrator", - "ref_doctype": "Sales Invoice", - "report_name": "Gross Profit", - "report_type": "Script Report", + "add_total_row": 1, + "creation": "2013-02-25 17:03:34", + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "idx": 3, + "is_standard": "Yes", + "modified": "2020-08-13 11:26:39.112352", + "modified_by": "Administrator", + "module": "Accounts", + "name": "Gross Profit", + "owner": "Administrator", + "ref_doctype": "Sales Invoice", + "report_name": "Gross Profit", + "report_type": "Script Report", "roles": [ { "role": "Accounts Manager" - }, + }, { "role": "Accounts User" } From b3bd780d46cd9d9d48033d9bb8b074a25942e598 Mon Sep 17 00:00:00 2001 From: Anupam K Date: Thu, 13 Aug 2020 17:07:15 +0530 Subject: [PATCH 04/42] fix: codasy dix --- .../report/budget_variance_report/budget_variance_report.js | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/erpnext/accounts/report/budget_variance_report/budget_variance_report.js b/erpnext/accounts/report/budget_variance_report/budget_variance_report.js index 30415d1e65..f547ca619b 100644 --- a/erpnext/accounts/report/budget_variance_report/budget_variance_report.js +++ b/erpnext/accounts/report/budget_variance_report/budget_variance_report.js @@ -74,9 +74,9 @@ frappe.query_reports["Budget Variance Report"] = { ], "formatter": function (value, row, column, data, default_formatter) { value = default_formatter(value, row, column, data); - + if (column.fieldname.includes('variance')) { - + if (data[column.fieldname] < 0) { value = "" + value + ""; } From a16b24d50a7580862e1610a95838de2545bd1a58 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 28 Jul 2020 11:06:42 +0530 Subject: [PATCH 05/42] feat: add enable or disable invoicing and print format field --- .../membership_settings.js | 9 +++++++ .../membership_settings.json | 26 +++++++++++++++++-- 2 files changed, 33 insertions(+), 2 deletions(-) diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.js b/erpnext/non_profit/doctype/membership_settings/membership_settings.js index 8c0e3a4fa7..bbfece31d4 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.js +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.js @@ -10,6 +10,15 @@ frappe.ui.form.on("Membership Settings", { }) }); } + + frm.set_query('print_format', function(doc) { + return { + filters: { + "doc_type": "Sales Invoice" + } + }; + }); + frm.trigger("add_generate_button"); }, diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json index 52b9d01088..29013fafdc 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.json +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.json @@ -9,7 +9,10 @@ "razorpay_settings_section", "billing_cycle", "billing_frequency", - "webhook_secret" + "webhook_secret", + "column_break_6", + "enable_auto_invoicing", + "print_format" ], "fields": [ { @@ -41,11 +44,30 @@ "fieldtype": "Password", "label": "Webhook Secret", "read_only": 1 + }, + { + "fieldname": "column_break_6", + "fieldtype": "Column Break" + }, + { + "default": "0", + "fieldname": "enable_auto_invoicing", + "fieldtype": "Check", + "label": "Enable Auto Invoicing" + }, + { + "depends_on": "eval:doc.enable_auto_invoicing", + "fieldname": "print_format", + "fieldtype": "Link", + "label": "Print Format", + "mandatory_depends_on": "eval:doc.enable_auto_invoicing", + "options": "Print Format" } ], + "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2020-05-22 12:38:27.103759", + "modified": "2020-07-28 11:01:40.125896", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Settings", From 3a1868dae813a41ee9e124ae05f20374214c35db Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 28 Jul 2020 11:07:35 +0530 Subject: [PATCH 06/42] feat: add item field --- .../doctype/membership_type/membership_type.js | 6 +++++- .../doctype/membership_type/membership_type.json | 12 ++++++++++-- 2 files changed, 15 insertions(+), 3 deletions(-) diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.js b/erpnext/non_profit/doctype/membership_type/membership_type.js index 226981dc78..43311a2c96 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.js +++ b/erpnext/non_profit/doctype/membership_type/membership_type.js @@ -5,6 +5,10 @@ frappe.ui.form.on('Membership Type', { refresh: function(frm) { frappe.db.get_single_value("Membership Settings", "enable_razorpay").then(val => { if (val) frm.set_df_property('razorpay_plan_id', 'hidden', false); - }) + }); + + frappe.db.get_single_value("Membership Settings", "enable_auto_invoicing").then(val => { + if (val) frm.set_df_property('linked_item', 'hidden', false); + }); } }); diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.json b/erpnext/non_profit/doctype/membership_type/membership_type.json index 319078fd6c..a163568bb9 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.json +++ b/erpnext/non_profit/doctype/membership_type/membership_type.json @@ -8,7 +8,8 @@ "field_order": [ "membership_type", "amount", - "razorpay_plan_id" + "razorpay_plan_id", + "linked_item" ], "fields": [ { @@ -33,10 +34,17 @@ "hidden": 1, "label": "Razorpay Plan ID", "unique": 1 + }, + { + "fieldname": "linked_item", + "fieldtype": "Link", + "label": "Linked Item", + "options": "Item" } ], + "index_web_pages_for_search": 1, "links": [], - "modified": "2020-03-30 12:54:07.850857", + "modified": "2020-07-28 10:57:50.821375", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Type", From 96dc67c35edf360721c83ac4ae87e8d76d3851f0 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 28 Jul 2020 11:43:54 +0530 Subject: [PATCH 07/42] feat: add copy button and docs link --- .../membership_settings/membership_settings.js | 13 +++++++++++++ 1 file changed, 13 insertions(+) diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.js b/erpnext/non_profit/doctype/membership_settings/membership_settings.js index bbfece31d4..f5e0274c3a 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.js +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.js @@ -19,7 +19,12 @@ frappe.ui.form.on("Membership Settings", { }; }); + let docs_url = "https://docs.erpnext.com/docs/user/manual/en/non_profit/membership"; + + frm.set_intro(__("You can learn more about memberships in the manual. ") + `${__('ERPNext Docs')}`, true); + frm.trigger("add_generate_button"); + frm.trigger("add_copy_buttonn"); }, add_generate_button: function(frm) { @@ -36,4 +41,12 @@ frappe.ui.form.on("Membership Settings", { }); }); }, + + add_copy_buttonn: function(frm) { + if (frm.doc.webhook_secret) { + frm.add_custom_button(__("Copy Webhook URL"), () => { + frappe.utils.copy_to_clipboard(`https://${frappe.boot.sitename}/api/method/erpnext.non_profit.doctype.membership.membership.trigger_razorpay_subscription`); + }); + } + } }); From 811ac909f93d543cd537241fa8522393281c9bcf Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 28 Jul 2020 12:27:37 +0530 Subject: [PATCH 08/42] feat: add auto invoice creation fields and controllers --- .../doctype/membership/membership.py | 29 ++++++++++ .../membership_settings.js | 10 ++++ .../membership_settings.json | 57 +++++++++++++++++-- 3 files changed, 91 insertions(+), 5 deletions(-) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index 729e111e57..eea18393f1 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -57,6 +57,35 @@ class Membership(Document): self.load_from_db() self.db_set('paid', 1) + def generate_and_send_invoice(self): + if not self.paid: + frappe.throw(_("The payment for this membership is not paid. To generate invoice mark the paid check")) + + member = frappe.get_doc("Member", self.member) + plan = frappe.get_doc("Membership Type", self.membership_type) + settings = frappe.get_doc("Membership Settings") + + invoice = make_invoice(self, member, plan, settings) + +def make_invoice(membership, member, plan, settings): + invoice = frappe.get_doc({ + 'doctype': 'Sales Invoice', + 'customer': member.customer, + 'debit_to': settings.debit_account, + 'currency': membership.currency, + 'is_pos': 0, + 'items': [ + { + 'item_code': plan.linked_item, + 'rate': membership.amount, + 'qty': 1 + } + ] + }) + + invoice.insert(ignore_permissions=True) + invoice.submit() + def get_member_based_on_subscription(subscription_id, email): members = frappe.get_all("Member", filters={ 'subscription_id': subscription_id, diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.js b/erpnext/non_profit/doctype/membership_settings/membership_settings.js index f5e0274c3a..02ef0292ea 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.js +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.js @@ -19,6 +19,16 @@ frappe.ui.form.on("Membership Settings", { }; }); + frm.set_query('debit_account', function(doc) { + return { + filters: { + 'account_type': 'Receivable', + 'is_group': 0, + 'company': frm.doc.company + } + }; + }); + let docs_url = "https://docs.erpnext.com/docs/user/manual/en/non_profit/membership"; frm.set_intro(__("You can learn more about memberships in the manual. ") + `${__('ERPNext Docs')}`, true); diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json index 29013fafdc..37bea49826 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.json +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.json @@ -11,8 +11,15 @@ "billing_frequency", "webhook_secret", "column_break_6", + "print_format", + "company", + "debit_account", + "column_break_9", "enable_auto_invoicing", - "print_format" + "send_invoice", + "section_break_10", + "new_member", + "renewal" ], "fields": [ { @@ -47,7 +54,8 @@ }, { "fieldname": "column_break_6", - "fieldtype": "Column Break" + "fieldtype": "Section Break", + "label": "Invoicing" }, { "default": "0", @@ -56,18 +64,57 @@ "label": "Enable Auto Invoicing" }, { - "depends_on": "eval:doc.enable_auto_invoicing", "fieldname": "print_format", "fieldtype": "Link", "label": "Print Format", - "mandatory_depends_on": "eval:doc.enable_auto_invoicing", "options": "Print Format" + }, + { + "fieldname": "new_member", + "fieldtype": "Text Editor", + "label": "Message for New Member", + "mandatory_depends_on": "eval:doc.send_invoice" + }, + { + "fieldname": "renewal", + "fieldtype": "Text Editor", + "label": "Message for Renewal", + "mandatory_depends_on": "eval:doc.send_invoice" + }, + { + "depends_on": "eval:doc.company", + "fieldname": "debit_account", + "fieldtype": "Link", + "label": "Debit Account", + "options": "Account" + }, + { + "depends_on": "eval:doc.send_invoice", + "fieldname": "section_break_10", + "fieldtype": "Section Break", + "hide_border": 1 + }, + { + "fieldname": "column_break_9", + "fieldtype": "Column Break" + }, + { + "fieldname": "company", + "fieldtype": "Link", + "label": "Company", + "options": "Company" + }, + { + "default": "0", + "fieldname": "send_invoice", + "fieldtype": "Check", + "label": "Send Email with Invoice" } ], "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2020-07-28 11:01:40.125896", + "modified": "2020-07-28 12:18:35.289893", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Settings", From 15340e0c7f7c21da75403a54b66b502650f04a07 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 28 Jul 2020 12:56:14 +0530 Subject: [PATCH 09/42] feat: send invoice via email --- .../doctype/membership/membership.py | 21 +++++++++++++++++++ 1 file changed, 21 insertions(+) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index eea18393f1..82b3145a07 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -67,6 +67,25 @@ class Membership(Document): invoice = make_invoice(self, member, plan, settings) + if invoice and settings.send_invoice and self.membership_status in ["New", "Current"]: + print("Sending") + message = settings.new_message if self.membership_status == "New" else settings.renewal + email = member.email_id if member.email_id else member.email + + email_args = { + "recipients": [email], + "message": message, + "subject": _('Here is your invoice'), + "attachments": [frappe.attach_print("Sales Invoice", invoice.name, print_format=settings.print_format)], + "reference_doctype": self.doctype, + "reference_name": self.name + } + if not frappe.flags.in_test: + frappe.enqueue(method=frappe.sendmail, queue='short', timeout=300, is_async=True, **email_args) + else: + frappe.sendmail(**email_args) + + def make_invoice(membership, member, plan, settings): invoice = frappe.get_doc({ 'doctype': 'Sales Invoice', @@ -86,6 +105,8 @@ def make_invoice(membership, member, plan, settings): invoice.insert(ignore_permissions=True) invoice.submit() + return invoice + def get_member_based_on_subscription(subscription_id, email): members = frappe.get_all("Member", filters={ 'subscription_id': subscription_id, From 62e344188a2f82f70eca1910081dc6218b1655c0 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Fri, 31 Jul 2020 13:46:50 +0530 Subject: [PATCH 10/42] feat: update settings and link filters --- .../membership_settings.js | 10 ++- .../membership_settings.json | 83 ++++++++++++------- 2 files changed, 60 insertions(+), 33 deletions(-) diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.js b/erpnext/non_profit/doctype/membership_settings/membership_settings.js index 02ef0292ea..1d894027b0 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.js +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.js @@ -11,7 +11,7 @@ frappe.ui.form.on("Membership Settings", { }); } - frm.set_query('print_format', function(doc) { + frm.set_query('inv_print_format', function(doc) { return { filters: { "doc_type": "Sales Invoice" @@ -19,6 +19,14 @@ frappe.ui.form.on("Membership Settings", { }; }); + frm.set_query('membership_print_format', function(doc) { + return { + filters: { + "doc_type": "Membership" + } + }; + }); + frm.set_query('debit_account', function(doc) { return { filters: { diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json index 37bea49826..7eeb7fbde2 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.json +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.json @@ -11,15 +11,14 @@ "billing_frequency", "webhook_secret", "column_break_6", - "print_format", + "enable_auto_invoicing", "company", "debit_account", "column_break_9", - "enable_auto_invoicing", + "send_email", "send_invoice", - "section_break_10", - "new_member", - "renewal" + "membership_print_format", + "inv_print_format" ], "fields": [ { @@ -61,60 +60,63 @@ "default": "0", "fieldname": "enable_auto_invoicing", "fieldtype": "Check", - "label": "Enable Auto Invoicing" - }, - { - "fieldname": "print_format", - "fieldtype": "Link", - "label": "Print Format", - "options": "Print Format" - }, - { - "fieldname": "new_member", - "fieldtype": "Text Editor", - "label": "Message for New Member", + "label": "Enable Auto Invoicing", "mandatory_depends_on": "eval:doc.send_invoice" }, { - "fieldname": "renewal", - "fieldtype": "Text Editor", - "label": "Message for Renewal", - "mandatory_depends_on": "eval:doc.send_invoice" - }, - { - "depends_on": "eval:doc.company", + "depends_on": "eval:doc.enable_auto_invoicing", "fieldname": "debit_account", "fieldtype": "Link", "label": "Debit Account", + "mandatory_depends_on": "eval:doc.enable_auto_invoicing", "options": "Account" }, - { - "depends_on": "eval:doc.send_invoice", - "fieldname": "section_break_10", - "fieldtype": "Section Break", - "hide_border": 1 - }, { "fieldname": "column_break_9", "fieldtype": "Column Break" }, { + "depends_on": "eval:doc.enable_auto_invoicing", "fieldname": "company", "fieldtype": "Link", "label": "Company", + "mandatory_depends_on": "eval:doc.enable_auto_invoicing", "options": "Company" }, { "default": "0", + "depends_on": "eval:doc.enable_auto_invoicing && doc.send_email", "fieldname": "send_invoice", "fieldtype": "Check", - "label": "Send Email with Invoice" + "label": "Send Invoice with Email" + }, + { + "default": "0", + "fieldname": "send_email", + "fieldtype": "Check", + "label": "Send Acknowledge Email" + }, + { + "depends_on": "eval: doc.send_invoice", + "fieldname": "inv_print_format", + "fieldtype": "Link", + "label": "Invoice Print Format", + "mandatory_depends_on": "eval: doc.send_invoice", + "options": "Print Format" + }, + { + "depends_on": "eval:doc.send_email", + "fieldname": "membership_print_format", + "fieldtype": "Link", + "label": "Membership Print Format", + "mandatory_depends_on": "eval:doc.send_email", + "options": "Print Format" } ], "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2020-07-28 12:18:35.289893", + "modified": "2020-07-31 13:45:28.868235", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Settings", @@ -129,6 +131,23 @@ "role": "System Manager", "share": 1, "write": 1 + }, + { + "create": 1, + "delete": 1, + "email": 1, + "print": 1, + "read": 1, + "role": "Non Profit Manager", + "share": 1, + "write": 1 + }, + { + "email": 1, + "print": 1, + "read": 1, + "role": "Non Profit Member", + "share": 1 } ], "quick_entry": 1, From 1678eb9b506af6a3f4a1e20c1e91136c17493a13 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Fri, 31 Jul 2020 14:00:22 +0530 Subject: [PATCH 11/42] feat: drop payload column --- .../doctype/membership/membership.json | 16 +++++++--------- erpnext/patches.txt | 1 + .../v13_0/drop_razorpay_payload_column.py | 7 +++++++ 3 files changed, 15 insertions(+), 9 deletions(-) create mode 100644 erpnext/patches/v13_0/drop_razorpay_payload_column.py diff --git a/erpnext/non_profit/doctype/membership/membership.json b/erpnext/non_profit/doctype/membership/membership.json index 238f4c31fd..95bb3a5d84 100644 --- a/erpnext/non_profit/doctype/membership/membership.json +++ b/erpnext/non_profit/doctype/membership/membership.json @@ -19,10 +19,10 @@ "paid", "currency", "amount", + "invoice", "razorpay_details_section", "subscription_id", - "payment_id", - "webhook_payload" + "payment_id" ], "fields": [ { @@ -118,17 +118,15 @@ "read_only": 1 }, { - "fieldname": "webhook_payload", - "fieldtype": "Code", - "hidden": 1, - "label": "Webhook Payload", - "options": "JSON", - "read_only": 1 + "fieldname": "invoice", + "fieldtype": "Link", + "label": "Invoice", + "options": "Sales Invoice" } ], "index_web_pages_for_search": 1, "links": [], - "modified": "2020-07-27 14:28:11.532696", + "modified": "2020-07-31 13:57:02.328995", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership", diff --git a/erpnext/patches.txt b/erpnext/patches.txt index 361fe8352a..17b46ab649 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -721,3 +721,4 @@ erpnext.patches.v13_0.healthcare_lab_module_rename_doctypes erpnext.patches.v13_0.stock_entry_enhancements erpnext.patches.v12_0.update_state_code_for_daman_and_diu erpnext.patches.v12_0.rename_lost_reason_detail +erpnext.patches.v13_0.drop_razorpay_payload_column diff --git a/erpnext/patches/v13_0/drop_razorpay_payload_column.py b/erpnext/patches/v13_0/drop_razorpay_payload_column.py new file mode 100644 index 0000000000..62f0373008 --- /dev/null +++ b/erpnext/patches/v13_0/drop_razorpay_payload_column.py @@ -0,0 +1,7 @@ +from __future__ import unicode_literals +import frappe + +def execute(): + if frappe.db.exists("DocType", "Membership Settings"): + if 'webhook_payload' in frappe.db.get_table_columns("Membership Settings"): + frappe.db.sql("alter table `tabMembership Settings` drop column webhook_payload") \ No newline at end of file From c8d9e7f77bb82284eeb322290f28273a6c2d46e6 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Fri, 31 Jul 2020 14:31:24 +0530 Subject: [PATCH 12/42] feat: add message field --- .../membership_settings.json | 18 ++++++++++++++++-- 1 file changed, 16 insertions(+), 2 deletions(-) diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json index 7eeb7fbde2..2452a763ce 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.json +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.json @@ -18,7 +18,9 @@ "send_email", "send_invoice", "membership_print_format", - "inv_print_format" + "inv_print_format", + "section_break_15", + "message" ], "fields": [ { @@ -111,12 +113,24 @@ "label": "Membership Print Format", "mandatory_depends_on": "eval:doc.send_email", "options": "Print Format" + }, + { + "depends_on": "eval:doc.send_email", + "fieldname": "section_break_15", + "fieldtype": "Section Break", + "hide_border": 1 + }, + { + "depends_on": "eval:doc.send_email", + "fieldname": "message", + "fieldtype": "Text Editor", + "label": "Message" } ], "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2020-07-31 13:45:28.868235", + "modified": "2020-07-31 14:30:15.701767", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Settings", From 8e0314e7f684f0ae52963d4daf5a692ccd0308fa Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Fri, 31 Jul 2020 14:31:39 +0530 Subject: [PATCH 13/42] feat: separate invoice generation and email --- .../doctype/membership/membership.py | 69 ++++++++++++++----- 1 file changed, 50 insertions(+), 19 deletions(-) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index 82b3145a07..c960daa1d3 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -57,34 +57,65 @@ class Membership(Document): self.load_from_db() self.db_set('paid', 1) - def generate_and_send_invoice(self): - if not self.paid: - frappe.throw(_("The payment for this membership is not paid. To generate invoice mark the paid check")) + def generate_invoice(self, save=True): + if not (self.paid or self.currency or self.amount): + frappe.throw(_("The payment for this membership is not paid. To generate invoice fill the payment details")) + + if self.invoice: + frappe.throw(_("An invoice is already linked to this document")) member = frappe.get_doc("Member", self.member) plan = frappe.get_doc("Membership Type", self.membership_type) settings = frappe.get_doc("Membership Settings") + attachments = [] + + if not member.customer: + frappe.throw(_("No customer linked to member {}", [member.name])) + + if not settings.debit_account: + frappe.throw(_("You need to set Debit Account in Membership Settings")) + + if not settings.company: + frappe.throw(_("You need to set Default Company for invoicing in Membership Settings")) invoice = make_invoice(self, member, plan, settings) + self.invoice = invoice.name - if invoice and settings.send_invoice and self.membership_status in ["New", "Current"]: - print("Sending") - message = settings.new_message if self.membership_status == "New" else settings.renewal - email = member.email_id if member.email_id else member.email + if save: + self.save() - email_args = { - "recipients": [email], - "message": message, - "subject": _('Here is your invoice'), - "attachments": [frappe.attach_print("Sales Invoice", invoice.name, print_format=settings.print_format)], - "reference_doctype": self.doctype, - "reference_name": self.name - } - if not frappe.flags.in_test: - frappe.enqueue(method=frappe.sendmail, queue='short', timeout=300, is_async=True, **email_args) - else: - frappe.sendmail(**email_args) + return invoice + def send_acknowlement(self): + settings = frappe.get_doc("Membership Settings") + if not settings.send_email: + frappe.throw(_("You need to enable Send Acknowledge Email in Membership Settings")) + + member = frappe.get_doc("Member", self.member) + plan = frappe.get_doc("Membership Type", self.membership_type) + email = member.email_id if member.email_id else member.email + attachments = [frappe.attach_print("Membership", self.name, print_format=settings.membership_print_format)] + + if self.invoice and settings.send_invoice: + attachments.append(frappe.attach_print("Sales Invoice", self.invoice, print_format=settings.inv_print_format)) + + email_args = { + "recipients": [email], + "message": settings.message, + "subject": _('Here is your invoice'), + "attachments": [frappe.attach_print("Sales Invoice", invoice.name, print_format=settings.inv_print_format)], + "reference_doctype": self.doctype, + "reference_name": self.name + } + + if not frappe.flags.in_test: + frappe.enqueue(method=frappe.sendmail, queue='short', timeout=300, is_async=True, **email_args) + else: + frappe.sendmail(**email_args) + + def generate_and_send_invoice(self): + invoice = self.generate_invoice(False) + self.send_acknowlement() def make_invoice(membership, member, plan, settings): invoice = frappe.get_doc({ From 3a67a78ece8ad5a102e0d9623e3666c607532df4 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Fri, 31 Jul 2020 14:54:06 +0530 Subject: [PATCH 14/42] feat: add custom buttons for invoice and email --- .../non_profit/doctype/membership/membership.js | 16 ++++++++++++++++ .../non_profit/doctype/membership/membership.py | 1 - 2 files changed, 16 insertions(+), 1 deletion(-) diff --git a/erpnext/non_profit/doctype/membership/membership.js b/erpnext/non_profit/doctype/membership/membership.js index 554549a0bd..8408a6a1f0 100644 --- a/erpnext/non_profit/doctype/membership/membership.js +++ b/erpnext/non_profit/doctype/membership/membership.js @@ -8,6 +8,22 @@ frappe.ui.form.on('Membership', { }) }, + refresh: function(frm) { + !frm.doc.invoice && frm.add_custom_button("Generate Invoice", () => { + frm.call("generate_invoice", { + save: true + }).then(() => { + frm.reload_doc(); + }); + }); + + frm.add_custom_button("Send Acknowledgement", () => { + frm.call("send_acknowlement").then(() => { + frm.reload_doc(); + }); + }); + }, + onload: function(frm) { frm.add_fetch('membership_type', 'amount', 'amount'); } diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index c960daa1d3..8d1e44da5d 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -67,7 +67,6 @@ class Membership(Document): member = frappe.get_doc("Member", self.member) plan = frappe.get_doc("Membership Type", self.membership_type) settings = frappe.get_doc("Membership Settings") - attachments = [] if not member.customer: frappe.throw(_("No customer linked to member {}", [member.name])) From 733bde31c9e3de279a77de361c4392fa649777ec Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Fri, 31 Jul 2020 15:06:51 +0530 Subject: [PATCH 15/42] fix: doctype name in patch --- erpnext/patches/v13_0/drop_razorpay_payload_column.py | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/erpnext/patches/v13_0/drop_razorpay_payload_column.py b/erpnext/patches/v13_0/drop_razorpay_payload_column.py index 62f0373008..8980fd0039 100644 --- a/erpnext/patches/v13_0/drop_razorpay_payload_column.py +++ b/erpnext/patches/v13_0/drop_razorpay_payload_column.py @@ -2,6 +2,6 @@ from __future__ import unicode_literals import frappe def execute(): - if frappe.db.exists("DocType", "Membership Settings"): - if 'webhook_payload' in frappe.db.get_table_columns("Membership Settings"): - frappe.db.sql("alter table `tabMembership Settings` drop column webhook_payload") \ No newline at end of file + if frappe.db.exists("DocType", "Membership"): + if 'webhook_payload' in frappe.db.get_table_columns("Membership"): + frappe.db.sql("alter table `tabMembership` drop column webhook_payload") \ No newline at end of file From 6fbe9b54041b1325284774b60e9e475f8b2208a3 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Sat, 1 Aug 2020 13:58:21 +0530 Subject: [PATCH 16/42] fix: remove payload --- erpnext/non_profit/doctype/membership/membership.py | 1 - 1 file changed, 1 deletion(-) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index 8d1e44da5d..bfc2661a8f 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -200,7 +200,6 @@ def trigger_razorpay_subscription(*args, **kwargs): "currency": "INR", "paid": 1, "payment_id": payment.id, - "webhook_payload": data_json, "from_date": datetime.fromtimestamp(subscription.current_start), "to_date": datetime.fromtimestamp(subscription.current_end), "amount": payment.amount / 100 # Convert to rupees from paise From 87ddec069e2da7d624554696eeeba7f9d7db3e56 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Sat, 1 Aug 2020 14:01:41 +0530 Subject: [PATCH 17/42] refactor: try block across the function --- erpnext/non_profit/doctype/membership/membership.py | 12 +++++++++--- 1 file changed, 9 insertions(+), 3 deletions(-) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index bfc2661a8f..a3a1b5b275 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -157,9 +157,7 @@ def verify_signature(data): controller.verify_signature(data, signature, key) - -@frappe.whitelist(allow_guest=True) -def trigger_razorpay_subscription(*args, **kwargs): +def make_membership_entry(*args, **kwargs): data = frappe.request.get_data(as_text=True) try: verify_signature(data) @@ -218,6 +216,14 @@ def trigger_razorpay_subscription(*args, **kwargs): return { status: 'Success' } +@frappe.whitelist(allow_guest=True) +def trigger_razorpay_subscription(*args, **kwargs): + try: + return make_membership_entry(*args, **kwargs) + except Exception as e: + log = frappe.log_error(e, "Webhook Failed") + return { status: 'Failed' } + def notify_failure(log): try: From d7139bbd437f8dc4f58e64ae36e6733539b66952 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Sun, 2 Aug 2020 12:03:01 +0530 Subject: [PATCH 18/42] fix: type error --- erpnext/non_profit/doctype/membership/membership.py | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index a3a1b5b275..dc243d8c75 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -182,10 +182,10 @@ def make_membership_entry(*args, **kwargs): except Exception as e: error_log = frappe.log_error(frappe.get_traceback() + '\n' + data_json , _("Membership Webhook Failed")) notify_failure(error_log) - return { status: 'Failed' } + return { 'status': 'Failed' } if not member: - return { status: 'Failed' } + return { 'status': 'Failed' } try: if data.event == "subscription.activated": member.customer_id = payment.customer_id @@ -212,9 +212,9 @@ def make_membership_entry(*args, **kwargs): except Exception as e: log = frappe.log_error(e, "Error creating membership entry") notify_failure(log) - return { status: 'Failed' } + return { 'status': 'Failed' } - return { status: 'Success' } + return { 'status': 'Success' } @frappe.whitelist(allow_guest=True) def trigger_razorpay_subscription(*args, **kwargs): @@ -222,7 +222,7 @@ def trigger_razorpay_subscription(*args, **kwargs): return make_membership_entry(*args, **kwargs) except Exception as e: log = frappe.log_error(e, "Webhook Failed") - return { status: 'Failed' } + return { 'status': 'Failed' } def notify_failure(log): From 98bcedd09c510c52fe823342e849bc707d9b20e5 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Sun, 2 Aug 2020 14:50:27 +0530 Subject: [PATCH 19/42] feat: create member if not already exists --- erpnext/non_profit/doctype/member/member.py | 2 +- .../doctype/membership/membership.py | 85 +++++++++++-------- .../membership_type/membership_type.py | 2 +- 3 files changed, 50 insertions(+), 39 deletions(-) diff --git a/erpnext/non_profit/doctype/member/member.py b/erpnext/non_profit/doctype/member/member.py index c52082ca23..6c2da07bb7 100644 --- a/erpnext/non_profit/doctype/member/member.py +++ b/erpnext/non_profit/doctype/member/member.py @@ -78,7 +78,7 @@ def create_member(user_details): member.update({ "member_name": user_details.fullname, "email_id": user_details.email, - "pan_number": user_details.pan, + "pan_number": user_details.pan or None, "membership_type": user_details.plan_id, "customer": create_customer(user_details) }) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index dc243d8c75..fc89396fa8 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -10,6 +10,7 @@ from datetime import datetime from frappe.model.document import Document from frappe.email import sendmail_to_system_managers from frappe.utils import add_days, add_years, nowdate, getdate, add_months, get_link_to_form +from erpnext.non_profit.doctype.member.member import create_member from frappe import _ import erpnext @@ -142,6 +143,7 @@ def get_member_based_on_subscription(subscription_id, email): 'subscription_id': subscription_id, 'email_id': email }, order_by="creation desc") + try: return frappe.get_doc("Member", members[0]['name']) except: @@ -157,14 +159,15 @@ def verify_signature(data): controller.verify_signature(data, signature, key) -def make_membership_entry(*args, **kwargs): +@frappe.whitelist(allow_guest=True) +def trigger_razorpay_subscription(*args, **kwargs): data = frappe.request.get_data(as_text=True) try: verify_signature(data) except Exception as e: - signature = frappe.request.headers.get('X-Razorpay-Signature') - log = "{0} \n\n {1} \n\n {2} \n\n {3}".format(e, frappe.get_traceback(), signature, data) - frappe.log_error(e, "Webhook Verification Error") + log = frappe.log_error(e, "Webhook Verification Error") + notify_failure(log) + return { 'status': 'Failed', 'reason': e} if isinstance(data, six.string_types): data = json.loads(data) @@ -177,34 +180,42 @@ def make_membership_entry(*args, **kwargs): payment = frappe._dict(payment) try: - data_json = json.dumps(data, indent=4, sort_keys=True) + if not data.event == "subscription.charged": + return + member = get_member_based_on_subscription(subscription.id, payment.email) - except Exception as e: - error_log = frappe.log_error(frappe.get_traceback() + '\n' + data_json , _("Membership Webhook Failed")) - notify_failure(error_log) - return { 'status': 'Failed' } + if not member: + member = create_member(frappe._dict({ + 'fullname': payment.email, + 'email': payment.email, + 'plan_id': get_plan_from_razorpay_id(subscription.plan_id) + })) - if not member: - return { 'status': 'Failed' } - try: - if data.event == "subscription.activated": + member.subscription_id = subscription.id member.customer_id = payment.customer_id - elif data.event == "subscription.charged": - membership = frappe.new_doc("Membership") - membership.update({ - "member": member.name, - "membership_status": "Current", - "membership_type": member.membership_type, - "currency": "INR", - "paid": 1, - "payment_id": payment.id, - "from_date": datetime.fromtimestamp(subscription.current_start), - "to_date": datetime.fromtimestamp(subscription.current_end), - "amount": payment.amount / 100 # Convert to rupees from paise - }) - membership.insert(ignore_permissions=True) + if subscription.notes and type(subscription.notes) == dict: + notes = '\n'.join("{}: {}".format(k, v) for k, v in subscription.notes.items()) + member.add_comment("Comment", notes) + elif subscription.notes and type(subscription.notes) == str: + member.add_comment("Comment", subscription.notes) - # Update these values anyway + + # Update Membership + membership = frappe.new_doc("Membership") + membership.update({ + "member": member.name, + "membership_status": "Current", + "membership_type": member.membership_type, + "currency": "INR", + "paid": 1, + "payment_id": payment.id, + "from_date": datetime.fromtimestamp(subscription.current_start), + "to_date": datetime.fromtimestamp(subscription.current_end), + "amount": payment.amount / 100 # Convert to rupees from paise + }) + membership.insert(ignore_permissions=True) + + # Update membership values member.subscription_start = datetime.fromtimestamp(subscription.start_at) member.subscription_end = datetime.fromtimestamp(subscription.end_at) member.subscription_activated = 1 @@ -212,18 +223,10 @@ def make_membership_entry(*args, **kwargs): except Exception as e: log = frappe.log_error(e, "Error creating membership entry") notify_failure(log) - return { 'status': 'Failed' } + return { 'status': 'Failed', 'reason': e} return { 'status': 'Success' } -@frappe.whitelist(allow_guest=True) -def trigger_razorpay_subscription(*args, **kwargs): - try: - return make_membership_entry(*args, **kwargs) - except Exception as e: - log = frappe.log_error(e, "Webhook Failed") - return { 'status': 'Failed' } - def notify_failure(log): try: @@ -237,3 +240,11 @@ Administrator""".format(get_link_to_form("Error Log", log.name)) sendmail_to_system_managers("[Important] [ERPNext] Razorpay membership webhook failed , please check.", content) except: pass + +def get_plan_from_razorpay_id(plan_id): + plan = frappe.get_all("Membership Type", filters={'razorpay_plan_id': plan_id}, order_by="creation desc") + + try: + return plan[0]['name'] + except: + return None \ No newline at end of file diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.py b/erpnext/non_profit/doctype/membership_type/membership_type.py index ed6b549600..7fa98a9481 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.py +++ b/erpnext/non_profit/doctype/membership_type/membership_type.py @@ -6,4 +6,4 @@ from __future__ import unicode_literals from frappe.model.document import Document class MembershipType(Document): - pass + pass \ No newline at end of file From e4c58c37c84c65f3f6eaac8ad4d2287e760df8a0 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Mon, 3 Aug 2020 14:56:01 +0530 Subject: [PATCH 20/42] feat: allow member creation via API --- erpnext/non_profit/doctype/member/member.py | 42 ++++++++++++++++--- .../membership_type/membership_type.json | 6 +-- .../membership_type/membership_type.py | 6 ++- 3 files changed, 44 insertions(+), 10 deletions(-) diff --git a/erpnext/non_profit/doctype/member/member.py b/erpnext/non_profit/doctype/member/member.py index 6c2da07bb7..797736a3db 100644 --- a/erpnext/non_profit/doctype/member/member.py +++ b/erpnext/non_profit/doctype/member/member.py @@ -9,6 +9,7 @@ from frappe.model.document import Document from frappe.contacts.address_and_contact import load_address_and_contact from frappe.utils import cint from frappe.integrations.utils import get_payment_gateway_controller +from erpnext.non_profit.doctype.membership_type.membership_type import get_membership_type class Member(Document): def onload(self): @@ -74,19 +75,23 @@ def get_or_create_member(user_details): return create_member(user_details) def create_member(user_details): + user_details = frappe._dict(user_details) member = frappe.new_doc("Member") member.update({ "member_name": user_details.fullname, "email_id": user_details.email, "pan_number": user_details.pan or None, "membership_type": user_details.plan_id, - "customer": create_customer(user_details) + "subscription_id": user_details.subscription_id or None }) member.insert(ignore_permissions=True) + member.customer = create_customer(user_details, member.name) + member.save(ignore_permissions=True) + return member -def create_customer(user_details): +def create_customer(user_details, member=None): customer = frappe.new_doc("Customer") customer.customer_name = user_details.fullname customer.customer_type = "Individual" @@ -107,7 +112,13 @@ def create_customer(user_details): "link_name": customer.name }) - contact.save() + if member: + contact.append("links", { + "link_doctype": "Member", + "link_name": member + }) + + contact.save(ignore_permissions=True) except frappe.DuplicateEntryError: return customer.name @@ -139,12 +150,31 @@ def create_member_subscription_order(user_details): user_details = frappe._dict(user_details) member = get_or_create_member(user_details) - if not member: - member = create_member(user_details) subscription = member.setup_subscription() member.subscription_id = subscription.get('subscription_id') member.save(ignore_permissions=True) - return subscription \ No newline at end of file + return subscription + +@frappe.whitelist(allow_guest=True) +def register_member(fullname, email, rzpay_plan_id, subscription_id, pan=None, mobile=None): + plan = get_membership_type(rzpay_plan_id) + if not plan: + raise frappe.DoesNotExistError + + member = frappe.db.exists("Member", {'email': email, 'subscription_id': subscription_id }) + if member: + return member + else: + member = create_member(dict( + fullname=fullname, + email=email, + plan_id=plan, + subscription_id=subscription_id, + pan=pan, + mobile=mobile + )) + + return member.name \ No newline at end of file diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.json b/erpnext/non_profit/doctype/membership_type/membership_type.json index a163568bb9..6ce1ecde12 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.json +++ b/erpnext/non_profit/doctype/membership_type/membership_type.json @@ -39,12 +39,12 @@ "fieldname": "linked_item", "fieldtype": "Link", "label": "Linked Item", - "options": "Item" + "options": "Item", + "unique": 1 } ], - "index_web_pages_for_search": 1, "links": [], - "modified": "2020-07-28 10:57:50.821375", + "modified": "2020-08-05 15:21:43.595745", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Type", diff --git a/erpnext/non_profit/doctype/membership_type/membership_type.py b/erpnext/non_profit/doctype/membership_type/membership_type.py index 7fa98a9481..b95b04316f 100644 --- a/erpnext/non_profit/doctype/membership_type/membership_type.py +++ b/erpnext/non_profit/doctype/membership_type/membership_type.py @@ -4,6 +4,10 @@ from __future__ import unicode_literals from frappe.model.document import Document +import frappe class MembershipType(Document): - pass \ No newline at end of file + pass + +def get_membership_type(razorpay_id): + return frappe.db.exists("Membership Type", {"razorpay_plan_id": razorpay_id}) \ No newline at end of file From b4d3666e69f8a469d358ecb2cd082c45bce9f065 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Wed, 5 Aug 2020 17:33:18 +0530 Subject: [PATCH 21/42] feat: show send acknowledgement button if enabled in settings --- erpnext/non_profit/doctype/membership/membership.js | 10 ++++++---- 1 file changed, 6 insertions(+), 4 deletions(-) diff --git a/erpnext/non_profit/doctype/membership/membership.js b/erpnext/non_profit/doctype/membership/membership.js index 8408a6a1f0..ee8a8c0a7b 100644 --- a/erpnext/non_profit/doctype/membership/membership.js +++ b/erpnext/non_profit/doctype/membership/membership.js @@ -17,11 +17,13 @@ frappe.ui.form.on('Membership', { }); }); - frm.add_custom_button("Send Acknowledgement", () => { - frm.call("send_acknowlement").then(() => { - frm.reload_doc(); + frappe.db.get_single_value("Membership Settings", "send_email").then(val => { + if (val) frm.add_custom_button("Send Acknowledgement", () => { + frm.call("send_acknowlement").then(() => { + frm.reload_doc(); + }); }); - }); + }) }, onload: function(frm) { From 6b68eaad1ec1eb770e3cb2ae0b73fe4f43d1b219 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Wed, 5 Aug 2020 17:33:33 +0530 Subject: [PATCH 22/42] feat: use email template for membership acknowledgement --- .../doctype/membership/membership.py | 9 +++++--- .../membership_settings.json | 23 +++++++------------ 2 files changed, 14 insertions(+), 18 deletions(-) diff --git a/erpnext/non_profit/doctype/membership/membership.py b/erpnext/non_profit/doctype/membership/membership.py index fc89396fa8..f058004ff9 100644 --- a/erpnext/non_profit/doctype/membership/membership.py +++ b/erpnext/non_profit/doctype/membership/membership.py @@ -99,11 +99,14 @@ class Membership(Document): if self.invoice and settings.send_invoice: attachments.append(frappe.attach_print("Sales Invoice", self.invoice, print_format=settings.inv_print_format)) + email_template = frappe.get_doc("Email Template", settings.email_template) + context = { "doc": self, "member": member} + email_args = { "recipients": [email], - "message": settings.message, - "subject": _('Here is your invoice'), - "attachments": [frappe.attach_print("Sales Invoice", invoice.name, print_format=settings.inv_print_format)], + "message": frappe.render_template(email_template.get("response"), context), + "subject": frappe.render_template(email_template.get("subject"), context), + "attachments": attachments, "reference_doctype": self.doctype, "reference_name": self.name } diff --git a/erpnext/non_profit/doctype/membership_settings/membership_settings.json b/erpnext/non_profit/doctype/membership_settings/membership_settings.json index 2452a763ce..5b6bab5b0a 100644 --- a/erpnext/non_profit/doctype/membership_settings/membership_settings.json +++ b/erpnext/non_profit/doctype/membership_settings/membership_settings.json @@ -19,8 +19,7 @@ "send_invoice", "membership_print_format", "inv_print_format", - "section_break_15", - "message" + "email_template" ], "fields": [ { @@ -96,7 +95,7 @@ "default": "0", "fieldname": "send_email", "fieldtype": "Check", - "label": "Send Acknowledge Email" + "label": "Send Membership Acknowledgement" }, { "depends_on": "eval: doc.send_invoice", @@ -111,26 +110,20 @@ "fieldname": "membership_print_format", "fieldtype": "Link", "label": "Membership Print Format", - "mandatory_depends_on": "eval:doc.send_email", "options": "Print Format" }, { "depends_on": "eval:doc.send_email", - "fieldname": "section_break_15", - "fieldtype": "Section Break", - "hide_border": 1 - }, - { - "depends_on": "eval:doc.send_email", - "fieldname": "message", - "fieldtype": "Text Editor", - "label": "Message" + "fieldname": "email_template", + "fieldtype": "Link", + "label": "Email Template", + "mandatory_depends_on": "eval:doc.send_email", + "options": "Email Template" } ], - "index_web_pages_for_search": 1, "issingle": 1, "links": [], - "modified": "2020-07-31 14:30:15.701767", + "modified": "2020-08-05 17:26:37.287395", "modified_by": "Administrator", "module": "Non Profit", "name": "Membership Settings", From 3daa9de998e7acbbd440643258b131b863a5b363 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Thu, 6 Aug 2020 10:06:23 +0530 Subject: [PATCH 23/42] feat: add email option to field email_id --- erpnext/non_profit/doctype/member/member.json | 5 +++-- 1 file changed, 3 insertions(+), 2 deletions(-) diff --git a/erpnext/non_profit/doctype/member/member.json b/erpnext/non_profit/doctype/member/member.json index bb73a843ee..77cdb94b3d 100644 --- a/erpnext/non_profit/doctype/member/member.json +++ b/erpnext/non_profit/doctype/member/member.json @@ -133,7 +133,8 @@ { "fieldname": "email_id", "fieldtype": "Data", - "label": "Email Address" + "label": "Email Address", + "options": "Email" }, { "fieldname": "subscription_id", @@ -176,7 +177,7 @@ ], "image_field": "image", "links": [], - "modified": "2020-04-07 14:20:33.215700", + "modified": "2020-08-06 10:06:01.153564", "modified_by": "Administrator", "module": "Non Profit", "name": "Member", From d7b69e57aeb62cd5ea5dc83a9702b8072e755313 Mon Sep 17 00:00:00 2001 From: Anupam K Date: Mon, 17 Aug 2020 11:20:56 +0530 Subject: [PATCH 24/42] fix: deleting unused Stock Entry Type --- erpnext/patches/v13_0/stock_entry_enhancements.py | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/erpnext/patches/v13_0/stock_entry_enhancements.py b/erpnext/patches/v13_0/stock_entry_enhancements.py index dcc4f956f7..0bdcc9c0e8 100644 --- a/erpnext/patches/v13_0/stock_entry_enhancements.py +++ b/erpnext/patches/v13_0/stock_entry_enhancements.py @@ -24,4 +24,8 @@ def execute(): if not frappe.db.exists('Warehouse Type', 'Transit'): doc = frappe.new_doc('Warehouse Type') doc.name = 'Transit' - doc.insert() \ No newline at end of file + doc.insert() + + frappe.reload_doc("stock", "doctype", "stock_entry_type") + frappe.delete_doc_if_exists("Stock Entry Type", "Send to Warehouse") + frappe.delete_doc_if_exists("Stock Entry Type", "Receive at Warehouse") \ No newline at end of file From eb241c6c424e7bbdd50c33edf31a8883c1126686 Mon Sep 17 00:00:00 2001 From: marination Date: Mon, 17 Aug 2020 12:44:52 +0530 Subject: [PATCH 25/42] fix: General Ledger filter validation --- .../accounts/report/general_ledger/general_ledger.py | 11 +++++++---- 1 file changed, 7 insertions(+), 4 deletions(-) diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py index fcd36e4e6e..779cdbde9b 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.py +++ b/erpnext/accounts/report/general_ledger/general_ledger.py @@ -43,8 +43,11 @@ def execute(filters=None): def validate_filters(filters, account_details): - if not filters.get('company'): - frappe.throw(_('{0} is mandatory').format(_('Company'))) + 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.get("account") and not account_details.get(filters.account): frappe.throw(_("Account {0} does not exists").format(filters.account)) @@ -132,7 +135,7 @@ def get_gl_entries(filters): if filters and filters.get('cost_center'): select_fields_with_percentage = """, debit*(DCC_allocation.percentage_allocation/100) as debit, credit*(DCC_allocation.percentage_allocation/100) as credit, debit_in_account_currency*(DCC_allocation.percentage_allocation/100) as debit_in_account_currency, credit_in_account_currency*(DCC_allocation.percentage_allocation/100) as credit_in_account_currency """ - + distributed_cost_center_query = """ UNION ALL SELECT name as gl_entry, @@ -146,7 +149,7 @@ def get_gl_entries(filters): against_voucher_type, against_voucher, account_currency, - remarks, against, + remarks, against, is_opening, `tabGL Entry`.creation {select_fields_with_percentage} FROM `tabGL Entry`, ( From 205df14a480fb305504eca16957c891c99f079e2 Mon Sep 17 00:00:00 2001 From: marination Date: Mon, 17 Aug 2020 16:23:44 +0530 Subject: [PATCH 26/42] fix: Credit Limit Email not working --- erpnext/selling/doctype/customer/customer.py | 13 ++++++------- 1 file changed, 6 insertions(+), 7 deletions(-) diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py index 93d4832173..1f955fcd52 100644 --- a/erpnext/selling/doctype/customer/customer.py +++ b/erpnext/selling/doctype/customer/customer.py @@ -184,10 +184,10 @@ class Customer(TransactionBase): def validate_credit_limit_on_change(self): if self.get("__islocal") or not self.credit_limits: return - + past_credit_limits = [d.credit_limit for d in frappe.db.get_all("Customer Credit Limit", filters={'parent': self.name}, fields=["credit_limit"], order_by="company")] - + current_credit_limits = [d.credit_limit for d in sorted(self.credit_limits, key=lambda k: k.company)] if past_credit_limits == current_credit_limits: @@ -396,13 +396,12 @@ def check_credit_limit(customer, company, ignore_outstanding_sales_order=False, credit_controller_users = get_users_with_role(credit_controller_role or "Sales Master Manager") # form a list of emails and names to show to the user - credit_controller_users = [get_formatted_email(user).replace("<", "(").replace(">", ")") for user in credit_controller_users] - - if not credit_controller_users: + credit_controller_users_formatted = [get_formatted_email(user).replace("<", "(").replace(">", ")") for user in credit_controller_users] + if not credit_controller_users_formatted: frappe.throw(_("Please contact your administrator to extend the credit limits for {0}.".format(customer))) message = """Please contact any of the following users to extend the credit limits for {0}: -

  • {1}
""".format(customer, '
  • '.join(credit_controller_users)) +

    • {1}
    """.format(customer, '
  • '.join(credit_controller_users_formatted)) # if the current user does not have permissions to override credit limit, # prompt them to send out an email to the controller users @@ -427,7 +426,7 @@ def send_emails(args): subject = (_("Credit limit reached for customer {0}").format(args.get('customer'))) message = (_("Credit limit has been crossed for customer {0} ({1}/{2})") .format(args.get('customer'), args.get('customer_outstanding'), args.get('credit_limit'))) - frappe.sendmail(recipients=[args.get('credit_controller_users_list')], subject=subject, message=message) + frappe.sendmail(recipients=args.get('credit_controller_users_list'), subject=subject, message=message) def get_customer_outstanding(customer, company, ignore_outstanding_sales_order=False, cost_center=None): # Outstanding based on GL Entries From e292fd6c5877c346c74f3c7cde02e4b7677ca912 Mon Sep 17 00:00:00 2001 From: Mangesh-Khairnar Date: Mon, 24 Aug 2020 00:45:13 +0530 Subject: [PATCH 27/42] feat: add integrations desk page --- .../erpnext_integrations.json | 40 +++++++++++++++++++ 1 file changed, 40 insertions(+) create mode 100644 erpnext/erpnext_integrations/desk_page/erpnext_integrations/erpnext_integrations.json diff --git a/erpnext/erpnext_integrations/desk_page/erpnext_integrations/erpnext_integrations.json b/erpnext/erpnext_integrations/desk_page/erpnext_integrations/erpnext_integrations.json new file mode 100644 index 0000000000..8dcc77d174 --- /dev/null +++ b/erpnext/erpnext_integrations/desk_page/erpnext_integrations/erpnext_integrations.json @@ -0,0 +1,40 @@ +{ + "cards": [ + { + "hidden": 0, + "label": "Marketplace", + "links": "[\n {\n \"description\": \"Woocommerce marketplace settings\",\n \"label\": \"Woocommerce Settings\",\n \"name\": \"Woocommerce Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Amazon MWS settings\",\n \"label\": \"Amazon MWS Settings\",\n \"name\": \"Amazon MWS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Shopify settings\",\n \"label\": \"Shopify Settings\",\n \"name\": \"Shopify Settings\",\n \"type\": \"doctype\"\n }\n]" + }, + { + "hidden": 0, + "label": "Payments", + "links": "[\n {\n \"description\": \"GoCardless payment gateway settings\",\n \"label\": \"GoCardless Settings\",\n \"name\": \"GoCardless Settings\",\n \"type\": \"doctype\"\n }\n]" + }, + { + "hidden": 0, + "label": "Settings", + "links": "[\n {\n \"description\": \"Plaid settings\",\n \"label\": \"Plaid Settings\",\n \"name\": \"Plaid Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Exotel settings\",\n \"label\": \"Exotel Settings\",\n \"name\": \"Exotel Settings\",\n \"type\": \"doctype\"\n }\n]" + } + ], + "category": "Modules", + "charts": [], + "creation": "2020-08-20 19:30:48.138801", + "developer_mode_only": 0, + "disable_user_customization": 0, + "docstatus": 0, + "doctype": "Desk Page", + "extends": "Integrations", + "extends_another_page": 1, + "hide_custom": 1, + "idx": 0, + "is_standard": 1, + "label": "ERPNext Integrations", + "modified": "2020-08-23 16:30:51.494655", + "modified_by": "Administrator", + "module": "ERPNext Integrations", + "name": "ERPNext Integrations", + "owner": "Administrator", + "pin_to_bottom": 0, + "pin_to_top": 0, + "shortcuts": [] +} \ No newline at end of file From 2030b66fc6ca831c21e6a8d0a1dab82e0601f2b3 Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 25 Aug 2020 17:09:53 +0530 Subject: [PATCH 28/42] feat: add customer link to call log --- .../communication/doctype/call_log/call_log.json | 16 ++++++++++++++-- .../communication/doctype/call_log/call_log.py | 3 +++ 2 files changed, 17 insertions(+), 2 deletions(-) diff --git a/erpnext/communication/doctype/call_log/call_log.json b/erpnext/communication/doctype/call_log/call_log.json index cfc08eb084..31e79f17cd 100644 --- a/erpnext/communication/doctype/call_log/call_log.json +++ b/erpnext/communication/doctype/call_log/call_log.json @@ -1,4 +1,5 @@ { + "actions": [], "autoname": "field:id", "creation": "2019-06-05 12:07:02.634534", "doctype": "DocType", @@ -14,6 +15,7 @@ "contact", "contact_name", "column_break_10", + "customer", "lead", "lead_name", "section_break_5", @@ -28,7 +30,8 @@ }, { "fieldname": "section_break_5", - "fieldtype": "Section Break" + "fieldtype": "Section Break", + "label": "Call Details" }, { "fieldname": "id", @@ -125,10 +128,19 @@ "in_list_view": 1, "label": "Lead Name", "read_only": 1 + }, + { + "fieldname": "customer", + "fieldtype": "Link", + "label": "Customer", + "options": "Customer", + "read_only": 1 } ], "in_create": 1, - "modified": "2019-08-06 05:46:53.144683", + "index_web_pages_for_search": 1, + "links": [], + "modified": "2020-08-25 17:08:34.085731", "modified_by": "Administrator", "module": "Communication", "name": "Call Log", diff --git a/erpnext/communication/doctype/call_log/call_log.py b/erpnext/communication/doctype/call_log/call_log.py index 5fe3c4edbb..b31b757a37 100644 --- a/erpnext/communication/doctype/call_log/call_log.py +++ b/erpnext/communication/doctype/call_log/call_log.py @@ -16,6 +16,9 @@ class CallLog(Document): self.contact = get_contact_with_phone_number(number) self.lead = get_lead_with_phone_number(number) + contact = frappe.get_doc("Contact", self.contact) + self.customer = contact.get_link_for("Customer") + def after_insert(self): self.trigger_call_popup() From de4ac0c9052aede26eee0208d3b66013a7fd908e Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Tue, 25 Aug 2020 17:10:05 +0530 Subject: [PATCH 29/42] chore: remove stray tabs --- erpnext/selling/doctype/customer/customer.py | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/erpnext/selling/doctype/customer/customer.py b/erpnext/selling/doctype/customer/customer.py index 93d4832173..911fe511ae 100644 --- a/erpnext/selling/doctype/customer/customer.py +++ b/erpnext/selling/doctype/customer/customer.py @@ -184,10 +184,10 @@ class Customer(TransactionBase): def validate_credit_limit_on_change(self): if self.get("__islocal") or not self.credit_limits: return - + past_credit_limits = [d.credit_limit for d in frappe.db.get_all("Customer Credit Limit", filters={'parent': self.name}, fields=["credit_limit"], order_by="company")] - + current_credit_limits = [d.credit_limit for d in sorted(self.credit_limits, key=lambda k: k.company)] if past_credit_limits == current_credit_limits: From e7ab53a711a822e801f4d9c2c8b1006a5e4c3c9c Mon Sep 17 00:00:00 2001 From: Rohit Waghchaure Date: Mon, 22 Jun 2020 12:36:23 +0530 Subject: [PATCH 30/42] fix: completed qty not updated in work order --- erpnext/manufacturing/doctype/job_card/job_card.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/erpnext/manufacturing/doctype/job_card/job_card.py b/erpnext/manufacturing/doctype/job_card/job_card.py index c29d4ba3d5..8dd90e612b 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.py +++ b/erpnext/manufacturing/doctype/job_card/job_card.py @@ -233,7 +233,7 @@ class JobCard(Document): work_order_field = "name" if field == "operation_id" else field for data in wo.operations: - if data.get(work_order_field) == self.get(field) and data.workstation == self.workstation: + if data.get(work_order_field) == self.get(field): data.completed_qty = for_quantity data.actual_operation_time = time_in_mins data.actual_start_time = time_data[0].start_time if time_data else None From a5963e1b2c94cb7f028f49cb2957154c76cff9a4 Mon Sep 17 00:00:00 2001 From: Rohit Waghchaure Date: Mon, 24 Aug 2020 17:55:23 +0530 Subject: [PATCH 31/42] fix: user created manual job card not linking job card operations with work order operations --- .../doctype/job_card/job_card.js | 61 ++++++++++++++++++- .../doctype/job_card/job_card.json | 10 ++- .../doctype/job_card/job_card.py | 34 +++++++++++ .../doctype/job_card/test_job_card.py | 24 +++++++- 4 files changed, 124 insertions(+), 5 deletions(-) diff --git a/erpnext/manufacturing/doctype/job_card/job_card.js b/erpnext/manufacturing/doctype/job_card/job_card.js index bab0dfb6b4..7ac0b11ecb 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.js +++ b/erpnext/manufacturing/doctype/job_card/job_card.js @@ -2,6 +2,17 @@ // For license information, please see license.txt frappe.ui.form.on('Job Card', { + setup: function(frm) { + frm.set_query('operation', function() { + return { + query: 'erpnext.manufacturing.doctype.job_card.job_card.get_operations', + filters: { + 'work_order': frm.doc.work_order + } + }; + }); + }, + refresh: function(frm) { frappe.flags.pause_job = 0; frappe.flags.resume_job = 0; @@ -20,12 +31,60 @@ frappe.ui.form.on('Job Card', { } } + frm.trigger("toggle_operation_number"); + if (frm.doc.docstatus == 0 && (frm.doc.for_quantity > frm.doc.total_completed_qty || !frm.doc.for_quantity) - && (!frm.doc.items.length || frm.doc.for_quantity == frm.doc.transferred_qty)) { + && (!frm.doc.items || !frm.doc.items.length || frm.doc.for_quantity == frm.doc.transferred_qty)) { frm.trigger("prepare_timer_buttons"); } }, + operation: function(frm) { + frm.trigger("toggle_operation_number"); + + if (frm.doc.operation && frm.doc.work_order) { + frappe.call({ + method: "erpnext.manufacturing.doctype.job_card.job_card.get_operation_details", + args: { + "work_order":frm.doc.work_order, + "operation":frm.doc.operation + }, + callback: function (r) { + if (r.message) { + if (r.message.length == 1) { + frm.set_value("operation_id", r.message[0].name); + } else { + let args = []; + + r.message.forEach((row) => { + args.push({ "label": row.idx, "value": row.name }); + }); + + let description = __("Operation {0} added multiple times in the work order {1}", + [frm.doc.operation, frm.doc.work_order]); + + frm.set_df_property("operation_row_number", "options", args); + frm.set_df_property("operation_row_number", "description", description); + } + + frm.trigger("toggle_operation_number"); + } + } + }) + } + }, + + operation_row_number(frm) { + if (frm.doc.operation_row_number) { + frm.set_value("operation_id", frm.doc.operation_row_number); + } + }, + + toggle_operation_number(frm) { + frm.toggle_display("operation_row_number", !frm.doc.operation_id && frm.doc.operation); + frm.toggle_reqd("operation_row_number", !frm.doc.operation_id && frm.doc.operation); + }, + prepare_timer_buttons: function(frm) { frm.trigger("make_dashboard"); if (!frm.doc.job_started) { diff --git a/erpnext/manufacturing/doctype/job_card/job_card.json b/erpnext/manufacturing/doctype/job_card/job_card.json index fba670c1c1..087ab6b484 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.json +++ b/erpnext/manufacturing/doctype/job_card/job_card.json @@ -11,6 +11,7 @@ "bom_no", "workstation", "operation", + "operation_row_number", "column_break_4", "posting_date", "company", @@ -291,11 +292,15 @@ "no_copy": 1, "print_hide": 1, "read_only": 1 + }, + { + "fieldname": "operation_row_number", + "fieldtype": "Select", + "label": "Operation Row Number" } ], "is_submittable": 1, - "links": [], - "modified": "2020-04-20 15:14:00.273441", + "modified": "2020-08-24 15:21:21.398267", "modified_by": "Administrator", "module": "Manufacturing", "name": "Job Card", @@ -347,7 +352,6 @@ "write": 1 } ], - "quick_entry": 1, "sort_field": "modified", "sort_order": "DESC", "title_field": "operation", diff --git a/erpnext/manufacturing/doctype/job_card/job_card.py b/erpnext/manufacturing/doctype/job_card/job_card.py index 8dd90e612b..a87e6e5037 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.py +++ b/erpnext/manufacturing/doctype/job_card/job_card.py @@ -15,10 +15,13 @@ from erpnext.manufacturing.doctype.manufacturing_settings.manufacturing_settings class OverlapError(frappe.ValidationError): pass +class OperationMismatchError(frappe.ValidationError): pass + class JobCard(Document): def validate(self): self.validate_time_logs() self.set_status() + self.validate_operation_id() def validate_time_logs(self): self.total_completed_qty = 0.0 @@ -306,6 +309,37 @@ class JobCard(Document): if update_status: self.db_set('status', self.status) + def validate_operation_id(self): + if (self.get("operation_id") and self.get("operation_row_number") and self.operation and self.work_order and + frappe.get_cached_value("Work Order Operation", self.operation_row_number, "name") != self.operation_id): + work_order = frappe.bold(get_link_to_form("Work Order", self.work_order)) + frappe.throw(_("Operation {0} does not belong to the work order {1}") + .format(frappe.bold(self.operation), work_order), OperationMismatchError) + +@frappe.whitelist() +def get_operation_details(work_order, operation): + if work_order and operation: + return frappe.get_all("Work Order Operation", fields = ["name", "idx"], + filters = { + "parent": work_order, + "operation": operation + } + ) + +@frappe.whitelist() +def get_operations(doctype, txt, searchfield, start, page_len, filters): + if filters.get("work_order"): + args = {"parent": filters.get("work_order")} + if txt: + args["operation"] = ("like", "%{0}%".format(txt)) + + return frappe.get_all("Work Order Operation", + filters = args, + fields = ["distinct operation as operation"], + limit_start = start, + limit_page_length = page_len, + order_by="idx asc", as_list=1) + @frappe.whitelist() def make_material_request(source_name, target_doc=None): def update_item(obj, target, source_parent): diff --git a/erpnext/manufacturing/doctype/job_card/test_job_card.py b/erpnext/manufacturing/doctype/job_card/test_job_card.py index ca05fea0f6..2a6c35fc04 100644 --- a/erpnext/manufacturing/doctype/job_card/test_job_card.py +++ b/erpnext/manufacturing/doctype/job_card/test_job_card.py @@ -4,6 +4,28 @@ from __future__ import unicode_literals import unittest +import frappe +from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record +from erpnext.manufacturing.doctype.job_card.job_card import OperationMismatchError class TestJobCard(unittest.TestCase): - pass + def test_job_card(self): + data = frappe.get_cached_value('BOM', + {'docstatus': 1, 'with_operations': 1, 'company': '_Test Company'}, ['name', 'item']) + + if data: + bom, bom_item = data + + work_order = make_wo_order_test_record(item=bom_item, qty=1, bom_no=bom) + + job_cards = frappe.get_all('Job Card', + filters = {'work_order': work_order.name}, fields = ["operation_id", "name"]) + + if job_cards: + job_card = job_cards[0] + frappe.db.set_value("Job Card", job_card.name, "operation_row_number", job_card.operation_id) + + doc = frappe.get_doc("Job Card", job_card.name) + doc.operation_id = "Test Data" + self.assertRaises(OperationMismatchError, doc.save) + From d0aafece32bc779963cb28951cf73617f1d36ef4 Mon Sep 17 00:00:00 2001 From: Rohit Waghchaure Date: Mon, 31 Aug 2020 11:57:57 +0530 Subject: [PATCH 32/42] fix: incorrect completed qty against operation in work order if workstation is different in job card --- .../doctype/job_card/job_card.py | 12 +++---- .../doctype/job_card/test_job_card.py | 36 +++++++++++++++++++ .../doctype/workstation/test_workstation.py | 15 ++++++++ 3 files changed, 56 insertions(+), 7 deletions(-) diff --git a/erpnext/manufacturing/doctype/job_card/job_card.py b/erpnext/manufacturing/doctype/job_card/job_card.py index a87e6e5037..8855e0acf5 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.py +++ b/erpnext/manufacturing/doctype/job_card/job_card.py @@ -212,11 +212,10 @@ class JobCard(Document): for_quantity, time_in_mins = 0, 0 from_time_list, to_time_list = [], [] - field = "operation_id" if self.operation_id else "operation" + field = "operation_id" data = frappe.get_all('Job Card', fields = ["sum(total_time_in_mins) as time_in_mins", "sum(total_completed_qty) as completed_qty"], - filters = {"docstatus": 1, "work_order": self.work_order, - "workstation": self.workstation, field: self.get(field)}) + filters = {"docstatus": 1, "work_order": self.work_order, field: self.get(field)}) if data and len(data) > 0: for_quantity = data[0].completed_qty @@ -229,14 +228,13 @@ class JobCard(Document): FROM `tabJob Card` jc, `tabJob Card Time Log` jctl WHERE jctl.parent = jc.name and jc.work_order = %s - and jc.workstation = %s and jc.{0} = %s and jc.docstatus = 1 - """.format(field), (self.work_order, self.workstation, self.get(field)), as_dict=1) + and jc.{0} = %s and jc.docstatus = 1 + """.format(field), (self.work_order, self.get(field)), as_dict=1) wo = frappe.get_doc('Work Order', self.work_order) - work_order_field = "name" if field == "operation_id" else field for data in wo.operations: - if data.get(work_order_field) == self.get(field): + if data.get("name") == self.get(field): data.completed_qty = for_quantity data.actual_operation_time = time_in_mins data.actual_start_time = time_data[0].start_time if time_data else None diff --git a/erpnext/manufacturing/doctype/job_card/test_job_card.py b/erpnext/manufacturing/doctype/job_card/test_job_card.py index 2a6c35fc04..353f6d281a 100644 --- a/erpnext/manufacturing/doctype/job_card/test_job_card.py +++ b/erpnext/manufacturing/doctype/job_card/test_job_card.py @@ -5,6 +5,8 @@ from __future__ import unicode_literals import unittest import frappe +from frappe.utils import random_string +from erpnext.manufacturing.doctype.workstation.test_workstation import make_workstation from erpnext.manufacturing.doctype.work_order.test_work_order import make_wo_order_test_record from erpnext.manufacturing.doctype.job_card.job_card import OperationMismatchError @@ -29,3 +31,37 @@ class TestJobCard(unittest.TestCase): doc.operation_id = "Test Data" self.assertRaises(OperationMismatchError, doc.save) + def test_job_card_with_different_work_station(self): + data = frappe.get_cached_value('BOM', + {'docstatus': 1, 'with_operations': 1, 'company': '_Test Company'}, ['name', 'item']) + + if data: + bom, bom_item = data + + work_order = make_wo_order_test_record(item=bom_item, qty=1, bom_no=bom) + + job_card = frappe.get_all('Job Card', + filters = {'work_order': work_order.name}, + fields = ["operation_id", "workstation", "name", "for_quantity"])[0] + + if job_card: + workstation = frappe.db.get_value("Workstation", + {"name": ("not in", [job_card.workstation])}, "name") + + if not workstation or job_card.workstation == workstation: + workstation = make_workstation(workstation_name=random_string(5)).name + + doc = frappe.get_doc("Job Card", job_card.name) + doc.workstation = workstation + doc.append("time_logs", { + "from_time": "2009-01-01 12:06:25", + "to_time": "2009-01-01 12:37:25", + "time_in_mins": "31.00002", + "completed_qty": job_card.for_quantity + }) + doc.submit() + + completed_qty = frappe.db.get_value("Work Order Operation", job_card.operation_id, "completed_qty") + self.assertEqual(completed_qty, job_card.for_quantity) + + doc.cancel() \ No newline at end of file diff --git a/erpnext/manufacturing/doctype/workstation/test_workstation.py b/erpnext/manufacturing/doctype/workstation/test_workstation.py index 2169260854..8266cf7b77 100644 --- a/erpnext/manufacturing/doctype/workstation/test_workstation.py +++ b/erpnext/manufacturing/doctype/workstation/test_workstation.py @@ -20,3 +20,18 @@ class TestWorkstation(unittest.TestCase): "_Test Workstation 1", "Operation 1", "2013-02-02 05:00:00", "2013-02-02 20:00:00") self.assertRaises(WorkstationHolidayError, check_if_within_operating_hours, "_Test Workstation 1", "Operation 1", "2013-02-01 10:00:00", "2013-02-02 20:00:00") + +def make_workstation(**args): + args = frappe._dict(args) + + try: + doc = frappe.get_doc({ + "doctype": "Workstation", + "workstation_name": args.workstation_name + }) + + doc.insert() + + return doc + except frappe.DuplicateEntryError: + return frappe.get_doc("Workstation", args.workstation_name) \ No newline at end of file From f9f26d2fa419aaec5c27b6c51086c979bb78907a Mon Sep 17 00:00:00 2001 From: Anupam K Date: Mon, 31 Aug 2020 14:00:27 +0530 Subject: [PATCH 33/42] fix: contact us button issue --- .../generators/item/item_add_to_cart.html | 31 ++++++++++--------- .../generators/item/item_configure.html | 7 ++--- .../generators/item/item_inquiry.html | 11 +++++++ 3 files changed, 30 insertions(+), 19 deletions(-) create mode 100644 erpnext/templates/generators/item/item_inquiry.html diff --git a/erpnext/templates/generators/item/item_add_to_cart.html b/erpnext/templates/generators/item/item_add_to_cart.html index 2a70d8dbe9..40bc0c749b 100644 --- a/erpnext/templates/generators/item/item_add_to_cart.html +++ b/erpnext/templates/generators/item/item_add_to_cart.html @@ -27,22 +27,25 @@ {% endif %} {% endif %} - {% if product_info.price and (cart_settings.allow_items_not_in_stock or product_info.in_stock) %}
    - - {{ _("View in Cart") }} - - + {% if product_info.price and (cart_settings.allow_items_not_in_stock or product_info.in_stock) %} + + {{ _("View in Cart") }} + + + {% endif %} + {% if cart_settings.show_contact_us_button %} + {% include "templates/generators/item/item_inquiry.html" %} + {% endif %}
    - {% endif %} diff --git a/erpnext/templates/generators/item/item_configure.html b/erpnext/templates/generators/item/item_configure.html index b8b0d98bdc..73f9ec99b3 100644 --- a/erpnext/templates/generators/item/item_configure.html +++ b/erpnext/templates/generators/item/item_configure.html @@ -10,14 +10,11 @@ {{ _('Configure') }} {% endif %} - {% if cart_settings.show_contact_us_button | int %} - + {% if cart_settings.show_contact_us_button %} + {% include "templates/generators/item/item_inquiry.html" %} {% endif %} {% endif %} diff --git a/erpnext/templates/generators/item/item_inquiry.html b/erpnext/templates/generators/item/item_inquiry.html new file mode 100644 index 0000000000..83653b6821 --- /dev/null +++ b/erpnext/templates/generators/item/item_inquiry.html @@ -0,0 +1,11 @@ +{% if shopping_cart and shopping_cart.cart_settings.enabled %} +{% set cart_settings = shopping_cart.cart_settings %} + {% if cart_settings.show_contact_us_button | int %} + + {% endif %} + +{% endif %} From eb4b2aa14252161433bb3f3f5e2be45476f0af8b Mon Sep 17 00:00:00 2001 From: Afshan <33727827+AfshanKhan@users.noreply.github.com> Date: Tue, 1 Sep 2020 15:01:32 +0530 Subject: [PATCH 34/42] fix: get_items from product bundle for purchase order (#22821) * fix: get_items from product bundle for purchase order * fix: Don't overwrite doctype while setting attributes in child row Co-authored-by: Marica --- erpnext/public/js/controllers/buying.js | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/erpnext/public/js/controllers/buying.js b/erpnext/public/js/controllers/buying.js index a4cc68b3e2..cb76c87b62 100644 --- a/erpnext/public/js/controllers/buying.js +++ b/erpnext/public/js/controllers/buying.js @@ -503,11 +503,11 @@ erpnext.buying.get_items_from_product_bundle = function(frm) { if(!r.exc && r.message) { remove_empty_first_row(frm); - for ( var i=0; i< r.message.length; i++ ) { + for (var i=0; i< r.message.length; i++) { var d = frm.add_child("items"); var item = r.message[i]; - for ( var key in item) { - if ( !is_null(item[key]) ) { + for (var key in item) { + if (!is_null(item[key]) && key !== "doctype") { d[key] = item[key]; } } From cebf8034552821a4c54104ac3170b54ffc7a8504 Mon Sep 17 00:00:00 2001 From: Deepesh Garg Date: Tue, 1 Sep 2020 16:15:28 +0530 Subject: [PATCH 35/42] fix: Update tax template on supplier address change --- erpnext/regional/india/taxes.js | 3 +++ 1 file changed, 3 insertions(+) diff --git a/erpnext/regional/india/taxes.js b/erpnext/regional/india/taxes.js index fbccc6b078..3b6a28f52c 100644 --- a/erpnext/regional/india/taxes.js +++ b/erpnext/regional/india/taxes.js @@ -6,6 +6,9 @@ erpnext.setup_auto_gst_taxation = (doctype) => { shipping_address: function(frm) { frm.trigger('get_tax_template'); }, + supplier_address: function(frm) { + frm.trigger('get_tax_template'); + }, tax_category: function(frm) { frm.trigger('get_tax_template'); }, From 86a190652e4643a59862b9663f7dfdd10343d1ef Mon Sep 17 00:00:00 2001 From: Rohit Waghchaure Date: Tue, 1 Sep 2020 14:02:34 +0530 Subject: [PATCH 36/42] fix: incorrect job card timer issue --- erpnext/manufacturing/doctype/job_card/job_card.js | 12 ++++++------ .../doctype/job_card/test_job_card.py | 14 +++++++++++--- .../doctype/work_order/test_work_order.py | 2 +- 3 files changed, 18 insertions(+), 10 deletions(-) diff --git a/erpnext/manufacturing/doctype/job_card/job_card.js b/erpnext/manufacturing/doctype/job_card/job_card.js index 7ac0b11ecb..b051b3243f 100644 --- a/erpnext/manufacturing/doctype/job_card/job_card.js +++ b/erpnext/manufacturing/doctype/job_card/job_card.js @@ -34,7 +34,7 @@ frappe.ui.form.on('Job Card', { frm.trigger("toggle_operation_number"); if (frm.doc.docstatus == 0 && (frm.doc.for_quantity > frm.doc.total_completed_qty || !frm.doc.for_quantity) - && (!frm.doc.items || !frm.doc.items.length || frm.doc.for_quantity == frm.doc.transferred_qty)) { + && (frm.doc.items || !frm.doc.items.length || frm.doc.for_quantity == frm.doc.transferred_qty)) { frm.trigger("prepare_timer_buttons"); } }, @@ -94,9 +94,9 @@ frappe.ui.form.on('Job Card', { fieldname: 'employee'}, d => { if (d.employee) { frm.set_value("employee", d.employee); + } else { + frm.events.start_job(frm); } - - frm.events.start_job(frm); }, __("Enter Value"), __("Start")); } else { frm.events.start_job(frm); @@ -141,9 +141,7 @@ frappe.ui.form.on('Job Card', { frm.set_value('current_time' , 0); } - frm.save("Save", () => {}, "", () => { - frm.doc.time_logs.pop(-1); - }); + frm.save(); }, complete_job: function(frm, completed_time, completed_qty) { @@ -175,6 +173,8 @@ frappe.ui.form.on('Job Card', { employee: function(frm) { if (frm.doc.job_started && !frm.doc.current_time) { frm.trigger("reset_timer"); + } else { + frm.events.start_job(frm); } }, diff --git a/erpnext/manufacturing/doctype/job_card/test_job_card.py b/erpnext/manufacturing/doctype/job_card/test_job_card.py index 353f6d281a..b6a6c33d37 100644 --- a/erpnext/manufacturing/doctype/job_card/test_job_card.py +++ b/erpnext/manufacturing/doctype/job_card/test_job_card.py @@ -31,6 +31,9 @@ class TestJobCard(unittest.TestCase): doc.operation_id = "Test Data" self.assertRaises(OperationMismatchError, doc.save) + for d in job_cards: + frappe.delete_doc("Job Card", d.name) + def test_job_card_with_different_work_station(self): data = frappe.get_cached_value('BOM', {'docstatus': 1, 'with_operations': 1, 'company': '_Test Company'}, ['name', 'item']) @@ -40,9 +43,11 @@ class TestJobCard(unittest.TestCase): work_order = make_wo_order_test_record(item=bom_item, qty=1, bom_no=bom) - job_card = frappe.get_all('Job Card', + job_cards = frappe.get_all('Job Card', filters = {'work_order': work_order.name}, - fields = ["operation_id", "workstation", "name", "for_quantity"])[0] + fields = ["operation_id", "workstation", "name", "for_quantity"]) + + job_card = job_cards[0] if job_card: workstation = frappe.db.get_value("Workstation", @@ -64,4 +69,7 @@ class TestJobCard(unittest.TestCase): completed_qty = frappe.db.get_value("Work Order Operation", job_card.operation_id, "completed_qty") self.assertEqual(completed_qty, job_card.for_quantity) - doc.cancel() \ No newline at end of file + doc.cancel() + + for d in job_cards: + frappe.delete_doc("Job Card", d.name) \ No newline at end of file diff --git a/erpnext/manufacturing/doctype/work_order/test_work_order.py b/erpnext/manufacturing/doctype/work_order/test_work_order.py index 2260befb3f..b7c7c32869 100644 --- a/erpnext/manufacturing/doctype/work_order/test_work_order.py +++ b/erpnext/manufacturing/doctype/work_order/test_work_order.py @@ -7,7 +7,7 @@ import unittest import frappe from frappe.utils import flt, time_diff_in_hours, now, add_months, cint, today from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory -from erpnext.manufacturing.doctype.work_order.work_order import (make_stock_entry, +from erpnext.manufacturing.doctype.work_order.work_order import (make_stock_entry, ItemHasVariantError, stop_unstop, StockOverProductionError, OverProductionError, CapacityError) from erpnext.stock.doctype.stock_entry import test_stock_entry from erpnext.stock.utils import get_bin From d2881ba4dde0eb3157b52ef905517996de17191f Mon Sep 17 00:00:00 2001 From: Rucha Mahabal Date: Wed, 2 Sep 2020 11:52:59 +0530 Subject: [PATCH 37/42] fix: set conversion factor while creating RFQ from Opportunity --- erpnext/crm/doctype/opportunity/opportunity.py | 8 +++++++- 1 file changed, 7 insertions(+), 1 deletion(-) diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index 6096053136..ad12941fda 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -267,6 +267,12 @@ def make_quotation(source_name, target_doc=None): @frappe.whitelist() def make_request_for_quotation(source_name, target_doc=None): + def set_missing_values(source, target): + rfq = frappe.get_doc(target) + for item in rfq.items: + # opportunity item is not multi-uom + item.conversion_factor = 1.0 + doclist = get_mapped_doc("Opportunity", source_name, { "Opportunity": { "doctype": "Request for Quotation" @@ -279,7 +285,7 @@ def make_request_for_quotation(source_name, target_doc=None): ["uom", "uom"] ] } - }, target_doc) + }, target_doc, set_missing_values) return doclist From a1b5d570768d5b71c4a199a02ea7038c7ac409de Mon Sep 17 00:00:00 2001 From: Rucha Mahabal Date: Wed, 2 Sep 2020 13:14:01 +0530 Subject: [PATCH 38/42] test: make rfq from opportunity --- .../test_request_for_quotation.py | 19 +++++++++++++++++++ .../doctype/opportunity/test_opportunity.py | 3 ++- 2 files changed, 21 insertions(+), 1 deletion(-) diff --git a/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py b/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py index 3de9526c4f..019cefc0bd 100644 --- a/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py +++ b/erpnext/buying/doctype/request_for_quotation/test_request_for_quotation.py @@ -11,6 +11,8 @@ 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 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 class TestRequestforQuotation(unittest.TestCase): def test_quote_status(self): @@ -110,6 +112,23 @@ class TestRequestforQuotation(unittest.TestCase): self.assertEqual(supplier_quotation.items[0].qty, 5) self.assertEqual(supplier_quotation.items[0].stock_qty, 10) + def test_make_rfq_from_opportunity(self): + opportunity = make_opportunity(with_items=1) + supplier_data = get_supplier_data() + rfq = make_rfq(opportunity.name) + + self.assertEqual(len(rfq.get("items")), len(opportunity.get("items"))) + rfq.message_for_supplier = 'Please supply the specified items at the best possible rates.' + + for item in rfq.items: + item.warehouse = "_Test Warehouse - _TC" + + for data in supplier_data: + rfq.append('suppliers', data) + + rfq.status = 'Draft' + rfq.submit() + def make_request_for_quotation(**args): """ :param supplier_data: List containing supplier data diff --git a/erpnext/crm/doctype/opportunity/test_opportunity.py b/erpnext/crm/doctype/opportunity/test_opportunity.py index 33d90076c4..04cd8a26ca 100644 --- a/erpnext/crm/doctype/opportunity/test_opportunity.py +++ b/erpnext/crm/doctype/opportunity/test_opportunity.py @@ -82,7 +82,8 @@ def make_opportunity(**args): if args.with_items: opp_doc.append('items', { "item_code": args.item_code or "_Test Item", - "qty": args.qty or 1 + "qty": args.qty or 1, + "uom": "_Test UOM" }) opp_doc.insert() From c3984691b39cd1209a323f5e83e8f50576b1b4f8 Mon Sep 17 00:00:00 2001 From: Anupam Kumar Date: Wed, 2 Sep 2020 20:01:14 +0530 Subject: [PATCH 39/42] fix: Sales funnel data is inconsistent (#23110) * fix: Sales funnel data is inconsistent * fix: data inconsistency * fix: Converted Count Co-authored-by: Marica --- .../selling/page/sales_funnel/sales_funnel.py | 23 +++++++++---------- 1 file changed, 11 insertions(+), 12 deletions(-) diff --git a/erpnext/selling/page/sales_funnel/sales_funnel.py b/erpnext/selling/page/sales_funnel/sales_funnel.py index dba24ef5b0..b613718c7e 100644 --- a/erpnext/selling/page/sales_funnel/sales_funnel.py +++ b/erpnext/selling/page/sales_funnel/sales_funnel.py @@ -20,29 +20,28 @@ def get_funnel_data(from_date, to_date, company): validate_filters(from_date, to_date, company) active_leads = frappe.db.sql("""select count(*) from `tabLead` - where (date(`modified`) between %s and %s) - and status != "Do Not Contact" and company=%s""", (from_date, to_date, company))[0][0] - - active_leads += frappe.db.sql("""select count(distinct contact.name) from `tabContact` contact - left join `tabDynamic Link` dl on (dl.parent=contact.name) where dl.link_doctype='Customer' - and (date(contact.modified) between %s and %s) and status != "Passive" """, (from_date, to_date))[0][0] + where (date(`creation`) between %s and %s) + and company=%s""", (from_date, to_date, company))[0][0] opportunities = frappe.db.sql("""select count(*) from `tabOpportunity` where (date(`creation`) between %s and %s) - and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0] + and opportunity_from='Lead' and company=%s""", (from_date, to_date, company))[0][0] quotations = frappe.db.sql("""select count(*) from `tabQuotation` where docstatus = 1 and (date(`creation`) between %s and %s) - and status != "Lost" and company=%s""", (from_date, to_date, company))[0][0] + and (opportunity!="" or quotation_to="Lead") and company=%s""", (from_date, to_date, company))[0][0] + + converted = frappe.db.sql("""select count(*) from `tabCustomer` + JOIN `tabLead` ON `tabLead`.name = `tabCustomer`.lead_name + WHERE (date(`tabCustomer`.creation) between %s and %s) + and `tabLead`.company=%s""", (from_date, to_date, company))[0][0] - sales_orders = frappe.db.sql("""select count(*) from `tabSales Order` - where docstatus = 1 and (date(`creation`) between %s and %s) and company=%s""", (from_date, to_date, company))[0][0] return [ - { "title": _("Active Leads / Customers"), "value": active_leads, "color": "#B03B46" }, + { "title": _("Active Leads"), "value": active_leads, "color": "#B03B46" }, { "title": _("Opportunities"), "value": opportunities, "color": "#F09C00" }, { "title": _("Quotations"), "value": quotations, "color": "#006685" }, - { "title": _("Sales Orders"), "value": sales_orders, "color": "#00AD65" } + { "title": _("Converted"), "value": converted, "color": "#00AD65" } ] @frappe.whitelist() From 0857e6d6699570443afaf52ff55ed0ae53b60b21 Mon Sep 17 00:00:00 2001 From: michellealva Date: Thu, 3 Sep 2020 10:37:43 +0530 Subject: [PATCH 40/42] fix: Add "Bank Clearance" and "Bank Reconciliation" in desk --- erpnext/accounts/desk_page/accounting/accounting.json | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/erpnext/accounts/desk_page/accounting/accounting.json b/erpnext/accounts/desk_page/accounting/accounting.json index a2497838ee..2c5231491c 100644 --- a/erpnext/accounts/desk_page/accounting/accounting.json +++ b/erpnext/accounts/desk_page/accounting/accounting.json @@ -43,7 +43,7 @@ { "hidden": 0, "label": "Bank Statement", - "links": "[\n {\n \"label\": \"Bank\",\n \"name\": \"Bank\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Account\",\n \"name\": \"Bank Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Transaction Entry\",\n \"name\": \"Bank Statement Transaction Entry\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Settings\",\n \"name\": \"Bank Statement Settings\",\n \"type\": \"doctype\"\n }\n]" + "links": "[\n {\n \"label\": \"Bank\",\n \"name\": \"Bank\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Account\",\n \"name\": \"Bank Account\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Reconciliation\",\n \"name\": \"bank-reconciliation\",\n \"type\": \"page\"\n },\n {\n \"label\": \"Bank Clearance\",\n \"name\": \"Bank Clearance\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Transaction Entry\",\n \"name\": \"Bank Statement Transaction Entry\",\n \"type\": \"doctype\"\n },\n {\n \"label\": \"Bank Statement Settings\",\n \"name\": \"Bank Statement Settings\",\n \"type\": \"doctype\"\n }\n]" }, { "hidden": 0, @@ -98,7 +98,7 @@ "idx": 0, "is_standard": 1, "label": "Accounting", - "modified": "2020-06-19 12:42:44.054598", + "modified": "2020-09-03 10:37:07.865801", "modified_by": "Administrator", "module": "Accounts", "name": "Accounting", @@ -158,4 +158,4 @@ "type": "Dashboard" } ] -} +} \ No newline at end of file From 979ad180fa640536f8c8c831517aecb7ba2a5e2f Mon Sep 17 00:00:00 2001 From: Rucha Mahabal Date: Thu, 3 Sep 2020 11:03:22 +0530 Subject: [PATCH 41/42] fix: update rfq item in postprocess --- erpnext/crm/doctype/opportunity/opportunity.py | 12 +++++------- 1 file changed, 5 insertions(+), 7 deletions(-) diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py index ad12941fda..47b05f306b 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.py +++ b/erpnext/crm/doctype/opportunity/opportunity.py @@ -267,11 +267,8 @@ def make_quotation(source_name, target_doc=None): @frappe.whitelist() def make_request_for_quotation(source_name, target_doc=None): - def set_missing_values(source, target): - rfq = frappe.get_doc(target) - for item in rfq.items: - # opportunity item is not multi-uom - item.conversion_factor = 1.0 + def update_item(obj, target, source_parent): + target.conversion_factor = 1.0 doclist = get_mapped_doc("Opportunity", source_name, { "Opportunity": { @@ -283,9 +280,10 @@ def make_request_for_quotation(source_name, target_doc=None): ["name", "opportunity_item"], ["parent", "opportunity"], ["uom", "uom"] - ] + ], + "postprocess": update_item } - }, target_doc, set_missing_values) + }, target_doc) return doclist From 54cd194b4127dfc7b767c96ddd108a5466f9f176 Mon Sep 17 00:00:00 2001 From: Anurag Mishra Date: Thu, 3 Sep 2020 13:51:26 +0530 Subject: [PATCH 42/42] feat: removed roles for some reginal report and added via setup --- erpnext/patches.txt | 1 + ..._custom_roles_for_some_regional_reports.py | 10 +++++ erpnext/regional/india/setup.py | 13 ++++++ erpnext/regional/report/gstr_1/gstr_1.json | 14 +----- erpnext/regional/report/gstr_2/gstr_2.json | 44 +++++++------------ .../hsn_wise_summary_of_outward_supplies.json | 42 +++++++----------- 6 files changed, 59 insertions(+), 65 deletions(-) create mode 100644 erpnext/patches/v13_0/setting_custom_roles_for_some_regional_reports.py diff --git a/erpnext/patches.txt b/erpnext/patches.txt index 4b9c566f04..771babef6a 100644 --- a/erpnext/patches.txt +++ b/erpnext/patches.txt @@ -724,3 +724,4 @@ erpnext.patches.v12_0.update_state_code_for_daman_and_diu erpnext.patches.v12_0.rename_lost_reason_detail erpnext.patches.v13_0.drop_razorpay_payload_column erpnext.patches.v13_0.update_start_end_date_for_old_shift_assignment +erpnext.patches.v13_0.setting_custom_roles_for_some_regional_reports diff --git a/erpnext/patches/v13_0/setting_custom_roles_for_some_regional_reports.py b/erpnext/patches/v13_0/setting_custom_roles_for_some_regional_reports.py new file mode 100644 index 0000000000..ecc7822e1d --- /dev/null +++ b/erpnext/patches/v13_0/setting_custom_roles_for_some_regional_reports.py @@ -0,0 +1,10 @@ +from __future__ import unicode_literals +import frappe +from erpnext.regional.india.setup import add_custom_roles_for_reports + +def execute(): + company = frappe.get_all('Company', filters = {'country': 'India'}) + if not company: + return + + add_custom_roles_for_reports() \ No newline at end of file diff --git a/erpnext/regional/india/setup.py b/erpnext/regional/india/setup.py index 290694a789..cbcd6e3203 100644 --- a/erpnext/regional/india/setup.py +++ b/erpnext/regional/india/setup.py @@ -73,6 +73,19 @@ def add_custom_roles_for_reports(): ] )).insert() + for report_name in ('HSN-wise-summary of outward supplies', 'GSTR-1', 'GSTR-2'): + + if not frappe.db.get_value('Custom Role', dict(report=report_name)): + frappe.get_doc(dict( + doctype='Custom Role', + report=report_name, + roles= [ + dict(role='Accounts User'), + dict(role='Accounts Manager'), + dict(role='Auditor') + ] + )).insert() + def add_permissions(): for doctype in ('GST HSN Code', 'GST Settings', 'GSTR 3B Report', 'Lower Deduction Certificate'): add_permission(doctype, 'All', 0) diff --git a/erpnext/regional/report/gstr_1/gstr_1.json b/erpnext/regional/report/gstr_1/gstr_1.json index 2012bb8840..75aed8cffc 100644 --- a/erpnext/regional/report/gstr_1/gstr_1.json +++ b/erpnext/regional/report/gstr_1/gstr_1.json @@ -7,7 +7,7 @@ "doctype": "Report", "idx": 0, "is_standard": "Yes", - "modified": "2019-06-30 19:33:59.769385", + "modified": "2019-09-03 19:33:59.769385", "modified_by": "Administrator", "module": "Regional", "name": "GSTR-1", @@ -16,15 +16,5 @@ "ref_doctype": "GL Entry", "report_name": "GSTR-1", "report_type": "Script Report", - "roles": [ - { - "role": "Accounts User" - }, - { - "role": "Accounts Manager" - }, - { - "role": "Auditor" - } - ] + "roles": [] } \ No newline at end of file diff --git a/erpnext/regional/report/gstr_2/gstr_2.json b/erpnext/regional/report/gstr_2/gstr_2.json index 929ed914d8..b70d0f9416 100644 --- a/erpnext/regional/report/gstr_2/gstr_2.json +++ b/erpnext/regional/report/gstr_2/gstr_2.json @@ -1,29 +1,19 @@ { - "add_total_row": 0, - "apply_user_permissions": 1, - "creation": "2018-01-29 12:59:55.650445", - "disabled": 0, - "docstatus": 0, - "doctype": "Report", - "idx": 0, - "is_standard": "Yes", - "modified": "2018-01-29 12:59:55.650445", - "modified_by": "Administrator", - "module": "Regional", - "name": "GSTR-2", - "owner": "Administrator", - "ref_doctype": "GL Entry", - "report_name": "GSTR-2", - "report_type": "Script Report", - "roles": [ - { - "role": "Accounts User" - }, - { - "role": "Accounts Manager" - }, - { - "role": "Auditor" - } - ] + "add_total_row": 0, + "apply_user_permissions": 1, + "creation": "2018-01-29 12:59:55.650445", + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "idx": 0, + "is_standard": "Yes", + "modified": "2018-09-03 12:59:55.650445", + "modified_by": "Administrator", + "module": "Regional", + "name": "GSTR-2", + "owner": "Administrator", + "ref_doctype": "GL Entry", + "report_name": "GSTR-2", + "report_type": "Script Report", + "roles": [] } \ No newline at end of file diff --git a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.json b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.json index 124a720134..cc6ad574af 100644 --- a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.json +++ b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.json @@ -1,28 +1,18 @@ { - "add_total_row": 0, - "creation": "2018-04-26 10:49:29.159400", - "disabled": 0, - "docstatus": 0, - "doctype": "Report", - "idx": 0, - "is_standard": "Yes", - "modified": "2019-04-26 12:59:38.603649", - "modified_by": "Administrator", - "module": "Regional", - "name": "HSN-wise-summary of outward supplies", - "owner": "Administrator", - "ref_doctype": "Sales Invoice", - "report_name": "HSN-wise-summary of outward supplies", - "report_type": "Script Report", - "roles": [ - { - "role": "Accounts User" - }, - { - "role": "Accounts Manager" - }, - { - "role": "Auditor" - } - ] + "add_total_row": 0, + "creation": "2018-04-26 10:49:29.159400", + "disabled": 0, + "docstatus": 0, + "doctype": "Report", + "idx": 0, + "is_standard": "Yes", + "modified": "2019-09-03 12:59:38.603649", + "modified_by": "Administrator", + "module": "Regional", + "name": "HSN-wise-summary of outward supplies", + "owner": "Administrator", + "ref_doctype": "Sales Invoice", + "report_name": "HSN-wise-summary of outward supplies", + "report_type": "Script Report", + "roles": [] } \ No newline at end of file