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21
README.md
View File

@ -13,9 +13,26 @@
</div>
Includes: Accounting, Inventory, Manufacturing, CRM, Sales, Purchase, Project Management, HRMS. Requires MariaDB.
ERPNext as a monolith includes the following areas for managing businesses:
ERPNext is built on the [Frappe](https://github.com/frappe/frappe) Framework, a full-stack web app framework in Python & JavaScript.
1. [Accounting](https://erpnext.com/docs/user/manual/en/accounts)
1. [Inventory](https://erpnext.com/docs/user/manual/en/stock)
1. [CRM](https://erpnext.com/docs/user/manual/en/CRM)
1. [Sales](https://erpnext.com/docs/user/manual/en/selling)
1. [Purchase](https://erpnext.com/docs/user/manual/en/buying)
1. [HRMS](https://erpnext.com/docs/user/manual/en/human-resources)
1. [Project Management](https://erpnext.com/docs/user/manual/en/projects)
1. [Support](https://erpnext.com/docs/user/manual/en/support)
1. [Asset Management](https://erpnext.com/docs/user/manual/en/asset)
1. [Quality Management](https://erpnext.com/docs/user/manual/en/quality-management)
1. [Manufacturing](https://erpnext.com/docs/user/manual/en/manufacturing)
1. [Website Management](https://erpnext.com/docs/user/manual/en/website)
1. [Customize ERPNext](https://erpnext.com/docs/user/manual/en/customize-erpnext)
1. [And More](https://erpnext.com/docs/user/manual/en/)
ERPNext requires MariaDB.
ERPNext is built on the [Frappe Framework](https://github.com/frappe/frappe), a full-stack web app framework built with Python & JavaScript.
- [User Guide](https://erpnext.com/docs/user)
- [Discussion Forum](https://discuss.erpnext.com/)

7
erpnext/accounts/doctype/account/account.py
View File

@ -109,12 +109,13 @@ class Account(NestedSet):
if not descendants: return
parent_acc_name_map = {}
parent_acc_name = frappe.db.get_value('Account', self.parent_account, "account_name")
parent_acc_name, parent_acc_number = frappe.db.get_value('Account', self.parent_account, \
["account_name", "account_number"])
for d in frappe.db.get_values('Account',
{"company": ["in", descendants], "account_name": parent_acc_name},
{ "company": ["in", descendants], "account_name": parent_acc_name,
"account_number": parent_acc_number },
["company", "name"], as_dict=True):
parent_acc_name_map[d["company"]] = d["name"]
if not parent_acc_name_map: return
self.create_account_for_child_company(parent_acc_name_map, descendants, parent_acc_name)

4
erpnext/accounts/doctype/bank_transaction/bank_transaction_upload.py
View File

@ -15,8 +15,8 @@ def upload_bank_statement():
with open(frappe.uploaded_file, "rb") as upfile:
fcontent = upfile.read()
else:
from frappe.utils.file_manager import get_uploaded_content
fname, fcontent = get_uploaded_content()
fcontent = frappe.local.uploaded_file
fname = frappe.local.uploaded_filename
if frappe.safe_encode(fname).lower().endswith("csv".encode('utf-8')):
from frappe.utils.csvutils import read_csv_content

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

@ -29,7 +29,6 @@ class GLEntry(Document):
self.validate_and_set_fiscal_year()
self.pl_must_have_cost_center()
self.validate_cost_center()
self.validate_dimensions_for_pl_and_bs()
if not self.flags.from_repost:
self.check_pl_account()
@ -39,6 +38,7 @@ class GLEntry(Document):
def on_update_with_args(self, adv_adj, update_outstanding = 'Yes', from_repost=False):
if not from_repost:
self.validate_account_details(adv_adj)
self.validate_dimensions_for_pl_and_bs()
check_freezing_date(self.posting_date, adv_adj)
validate_frozen_account(self.account, adv_adj)

1
erpnext/accounts/doctype/journal_entry/journal_entry.js
View File

@ -190,7 +190,6 @@ erpnext.accounts.JournalEntry = frappe.ui.form.Controller.extend({
if(jvd.reference_type==="Employee Advance") {
return {
filters: {
'status': ['=', 'Unpaid'],
'docstatus': 1
}
};

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

@ -968,7 +968,7 @@ def get_exchange_rate(posting_date, account=None, account_currency=None, company
# The date used to retreive the exchange rate here is the date passed
# in as an argument to this function.
elif (not exchange_rate or exchange_rate==1) and account_currency and posting_date:
elif (not exchange_rate or flt(exchange_rate)==1) and account_currency and posting_date:
exchange_rate = get_exchange_rate(account_currency, company_currency, posting_date)
else:
exchange_rate = 1

10
erpnext/accounts/doctype/payment_entry/payment_entry.js
View File

@ -652,14 +652,16 @@ frappe.ui.form.on('Payment Entry', {
(frm.doc.payment_type=="Receive" && frm.doc.party_type=="Student")
) {
if(total_positive_outstanding > total_negative_outstanding)
frm.set_value("paid_amount",
total_positive_outstanding - total_negative_outstanding);
if (!frm.doc.paid_amount)
frm.set_value("paid_amount",
total_positive_outstanding - total_negative_outstanding);
} else if (
total_negative_outstanding &&
total_positive_outstanding < total_negative_outstanding
) {
frm.set_value("received_amount",
total_negative_outstanding - total_positive_outstanding);
if (!frm.doc.received_amount)
frm.set_value("received_amount",
total_negative_outstanding - total_positive_outstanding);
}
}

3
erpnext/accounts/doctype/payment_entry/payment_entry.json
View File

@ -332,6 +332,7 @@
"label": "Reference"
},
{
"depends_on": "eval:doc.docstatus==0",
"fieldname": "get_outstanding_invoice",
"fieldtype": "Button",
"label": "Get Outstanding Invoice"
@ -575,7 +576,7 @@
}
],
"is_submittable": 1,
"modified": "2019-11-06 12:59:43.151721",
"modified": "2019-12-08 13:02:30.016610",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Entry",

10
erpnext/accounts/doctype/pricing_rule/pricing_rule.json
View File

@ -389,8 +389,7 @@
"fieldname": "rate_or_discount",
"fieldtype": "Select",
"label": "Rate or Discount",
"options": "\nRate\nDiscount Percentage\nDiscount Amount",
"reqd": 1
"options": "\nRate\nDiscount Percentage\nDiscount Amount"
},
{
"default": "Grand Total",
@ -439,19 +438,20 @@
},
{
"default": "0",
"depends_on": "eval:!doc.mixed_conditions",
"depends_on": "eval:!doc.mixed_conditions && doc.apply_on != 'Transaction'",
"fieldname": "same_item",
"fieldtype": "Check",
"label": "Same Item"
},
{
"depends_on": "eval:!doc.same_item || doc.mixed_conditions",
"depends_on": "eval:(!doc.same_item || doc.apply_on == 'Transaction') || doc.mixed_conditions",
"fieldname": "free_item",
"fieldtype": "Link",
"label": "Free Item",
"options": "Item"
},
{
"default": "0",
"fieldname": "free_qty",
"fieldtype": "Float",
"label": "Qty"
@ -554,7 +554,7 @@
],
"icon": "fa fa-gift",
"idx": 1,
"modified": "2019-10-15 12:39:40.399792",
"modified": "2019-12-18 17:29:22.957077",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Pricing Rule",

15
erpnext/accounts/doctype/pricing_rule/pricing_rule.py
View File

@ -47,6 +47,9 @@ class PricingRule(Document):
if tocheck and not self.get(tocheck):
throw(_("{0} is required").format(self.meta.get_label(tocheck)), frappe.MandatoryError)
if self.price_or_product_discount == 'Price' and not self.rate_or_discount:
throw(_("Rate or Discount is required for the price discount."), frappe.MandatoryError)
def validate_applicable_for_selling_or_buying(self):
if not self.selling and not self.buying:
throw(_("Atleast one of the Selling or Buying must be selected"))
@ -182,7 +185,7 @@ def get_serial_no_for_item(args):
def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=False):
from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules,
get_applied_pricing_rules, get_pricing_rule_items)
get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
if isinstance(doc, string_types):
doc = json.loads(doc)
@ -241,9 +244,11 @@ def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=Fa
if pricing_rule.coupon_code_based==1 and args.coupon_code==None:
return item_details
if (not pricing_rule.validate_applied_rule and
pricing_rule.price_or_product_discount == "Price"):
apply_price_discount_pricing_rule(pricing_rule, item_details, args)
if not pricing_rule.validate_applied_rule:
if pricing_rule.price_or_product_discount == "Price":
apply_price_discount_rule(pricing_rule, item_details, args)
else:
get_product_discount_rule(pricing_rule, item_details, doc)
item_details.has_pricing_rule = 1
@ -293,7 +298,7 @@ def get_pricing_rule_details(args, pricing_rule):
'child_docname': args.get('child_docname')
})
def apply_price_discount_pricing_rule(pricing_rule, item_details, args):
def apply_price_discount_rule(pricing_rule, item_details, args):
item_details.pricing_rule_for = pricing_rule.rate_or_discount
if ((pricing_rule.margin_type == 'Amount' and pricing_rule.currency == args.currency)

65
erpnext/accounts/doctype/pricing_rule/utils.py
View File

@ -7,7 +7,7 @@ from __future__ import unicode_literals
import frappe, copy, json
from frappe import throw, _
from six import string_types
from frappe.utils import flt, cint, get_datetime
from frappe.utils import flt, cint, get_datetime, get_link_to_form, today
from erpnext.setup.doctype.item_group.item_group import get_child_item_groups
from erpnext.stock.doctype.warehouse.warehouse import get_child_warehouses
from erpnext.stock.get_item_details import get_conversion_factor
@ -284,7 +284,7 @@ def filter_pricing_rules_for_qty_amount(qty, rate, pricing_rules, args=None):
status = True
# if user has created item price against the transaction UOM
if rule.get("uom") == args.get("uom"):
if args and rule.get("uom") == args.get("uom"):
conversion_factor = 1.0
if status and (flt(rate) >= (flt(rule.min_amt) * conversion_factor)
@ -408,7 +408,8 @@ def apply_pricing_rule_on_transaction(doc):
conditions = get_other_conditions(conditions, values, doc)
pricing_rules = frappe.db.sql(""" Select `tabPricing Rule`.* from `tabPricing Rule`
where {conditions} """.format(conditions = conditions), values, as_dict=1)
where {conditions} and `tabPricing Rule`.disable = 0
""".format(conditions = conditions), values, as_dict=1)
if pricing_rules:
pricing_rules = filter_pricing_rules_for_qty_amount(doc.total_qty,
@ -420,39 +421,65 @@ def apply_pricing_rule_on_transaction(doc):
doc.set('apply_discount_on', d.apply_discount_on)
for field in ['additional_discount_percentage', 'discount_amount']:
if not d.get(field): continue
pr_field = ('discount_percentage'
if field == 'additional_discount_percentage' else field)
if not d.get(pr_field): continue
if d.validate_applied_rule and doc.get(field) < d.get(pr_field):
frappe.msgprint(_("User has not applied rule on the invoice {0}")
.format(doc.name))
else:
doc.set(field, d.get(pr_field))
doc.calculate_taxes_and_totals()
elif d.price_or_product_discount == 'Product':
apply_pricing_rule_for_free_items(doc, d)
item_details = frappe._dict({'parenttype': doc.doctype})
get_product_discount_rule(d, item_details, doc)
apply_pricing_rule_for_free_items(doc, item_details.free_item_data)
doc.set_missing_values()
def get_applied_pricing_rules(item_row):
return (item_row.get("pricing_rules").split(',')
if item_row.get("pricing_rules") else [])
def apply_pricing_rule_for_free_items(doc, pricing_rule):
if pricing_rule.get('free_item'):
def get_product_discount_rule(pricing_rule, item_details, doc=None):
free_item = (pricing_rule.free_item
if not pricing_rule.same_item or pricing_rule.apply_on == 'Transaction' else item_details.item_code)
if not free_item:
frappe.throw(_("Free item not set in the pricing rule {0}")
.format(get_link_to_form("Pricing Rule", pricing_rule.name)))
item_details.free_item_data = {
'item_code': free_item,
'qty': pricing_rule.free_qty or 1,
'rate': pricing_rule.free_item_rate or 0,
'price_list_rate': pricing_rule.free_item_rate or 0,
'is_free_item': 1
}
item_data = frappe.get_cached_value('Item', free_item, ['item_name',
'description', 'stock_uom'], as_dict=1)
item_details.free_item_data.update(item_data)
item_details.free_item_data['uom'] = pricing_rule.free_item_uom or item_data.stock_uom
item_details.free_item_data['conversion_factor'] = get_conversion_factor(free_item,
item_details.free_item_data['uom']).get("conversion_factor", 1)
if item_details.get("parenttype") == 'Purchase Order':
item_details.free_item_data['schedule_date'] = doc.schedule_date if doc else today()
if item_details.get("parenttype") == 'Sales Order':
item_details.free_item_data['delivery_date'] = doc.delivery_date if doc else today()
def apply_pricing_rule_for_free_items(doc, pricing_rule_args, set_missing_values=False):
if pricing_rule_args.get('item_code'):
items = [d.item_code for d in doc.items
if d.item_code == (d.item_code
if pricing_rule.get('same_item') else pricing_rule.get('free_item')) and d.is_free_item]
if d.item_code == (pricing_rule_args.get("item_code")) and d.is_free_item]
if not items:
doc.append('items', {
'item_code': pricing_rule.get('free_item'),
'qty': pricing_rule.get('free_qty'),
'uom': pricing_rule.get('free_item_uom'),
'rate': pricing_rule.get('free_item_rate') or 0,
'is_free_item': 1
})
doc.set_missing_values()
doc.append('items', pricing_rule_args)
def get_pricing_rule_items(pr_doc):
apply_on_data = []

20
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
View File

@ -382,21 +382,11 @@ cur_frm.fields_dict['items'].grid.get_field("item_code").get_query = function(do
cur_frm.fields_dict['credit_to'].get_query = function(doc) {
// filter on Account
if (doc.supplier) {
return {
filters: {
'account_type': 'Payable',
'is_group': 0,
'company': doc.company
}
}
} else {
return {
filters: {
'report_type': 'Balance Sheet',
'is_group': 0,
'company': doc.company
}
return {
filters: {
'account_type': 'Payable',
'is_group': 0,
'company': doc.company
}
}
}

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

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-05-21 16:16:39",
@ -417,6 +418,7 @@
"fieldname": "contact_email",
"fieldtype": "Small Text",
"label": "Contact Email",
"options": "Email",
"print_hide": 1,
"read_only": 1
},
@ -1287,7 +1289,8 @@
"icon": "fa fa-file-text",
"idx": 204,
"is_submittable": 1,
"modified": "2019-09-17 22:31:42.666601",
"links": [],
"modified": "2019-12-24 12:51:58.613538",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",

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

@ -248,7 +248,7 @@ class PurchaseInvoice(BuyingController):
def set_against_expense_account(self):
against_accounts = []
for item in self.get("items"):
if item.expense_account not in against_accounts:
if item.expense_account and (item.expense_account not in against_accounts):
against_accounts.append(item.expense_account)
self.against_expense_account = ",".join(against_accounts)
@ -830,7 +830,11 @@ class PurchaseInvoice(BuyingController):
)
def make_gle_for_rounding_adjustment(self, gl_entries):
if self.rounding_adjustment:
# if rounding adjustment in small and conversion rate is also small then
# base_rounding_adjustment may become zero due to small precision
# eg: rounding_adjustment = 0.01 and exchange rate = 0.05 and precision of base_rounding_adjustment is 2
# then base_rounding_adjustment becomes zero and error is thrown in GL Entry
if self.rounding_adjustment and self.base_rounding_adjustment:
round_off_account, round_off_cost_center = \
get_round_off_account_and_cost_center(self.company)

3
erpnext/accounts/doctype/purchase_invoice/regional/india.js Normal file
View File

@ -0,0 +1,3 @@
{% include "erpnext/regional/india/taxes.js" %}
erpnext.setup_auto_gst_taxation('Purchase Invoice');

374
erpnext/accounts/doctype/purchase_taxes_and_charges_template/purchase_taxes_and_charges_template.json
View File

@ -1,300 +1,108 @@
{
"allow_copy": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:title",
"beta": 0,
"creation": "2013-01-10 16:34:08",
"custom": 0,
"description": "Standard tax template that can be applied to all Purchase Transactions. This template can contain list of tax heads and also other expense heads like \"Shipping\", \"Insurance\", \"Handling\" etc.\n\n#### Note\n\nThe tax rate you define here will be the standard tax rate for all **Items**. If there are **Items** that have different rates, they must be added in the **Item Tax** table in the **Item** master.\n\n#### Description of Columns\n\n1. Calculation Type: \n - This can be on **Net Total** (that is the sum of basic amount).\n - **On Previous Row Total / Amount** (for cumulative taxes or charges). If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.\n - **Actual** (as mentioned).\n2. Account Head: The Account ledger under which this tax will be booked\n3. Cost Center: If the tax / charge is an income (like shipping) or expense it needs to be booked against a Cost Center.\n4. Description: Description of the tax (that will be printed in invoices / quotes).\n5. Rate: Tax rate.\n6. Amount: Tax amount.\n7. Total: Cumulative total to this point.\n8. Enter Row: If based on \"Previous Row Total\" you can select the row number which will be taken as a base for this calculation (default is the previous row).\n9. Consider Tax or Charge for: In this section you can specify if the tax / charge is only for valuation (not a part of total) or only for total (does not add value to the item) or for both.\n10. Add or Deduct: Whether you want to add or deduct the tax.",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 0,
"allow_import": 1,
"allow_rename": 1,
"creation": "2013-01-10 16:34:08",
"description": "Standard tax template that can be applied to all Purchase Transactions. This template can contain list of tax heads and also other expense heads like \"Shipping\", \"Insurance\", \"Handling\" etc.\n\n#### Note\n\nThe tax rate you define here will be the standard tax rate for all **Items**. If there are **Items** that have different rates, they must be added in the **Item Tax** table in the **Item** master.\n\n#### Description of Columns\n\n1. Calculation Type: \n - This can be on **Net Total** (that is the sum of basic amount).\n - **On Previous Row Total / Amount** (for cumulative taxes or charges). If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.\n - **Actual** (as mentioned).\n2. Account Head: The Account ledger under which this tax will be booked\n3. Cost Center: If the tax / charge is an income (like shipping) or expense it needs to be booked against a Cost Center.\n4. Description: Description of the tax (that will be printed in invoices / quotes).\n5. Rate: Tax rate.\n6. Amount: Tax amount.\n7. Total: Cumulative total to this point.\n8. Enter Row: If based on \"Previous Row Total\" you can select the row number which will be taken as a base for this calculation (default is the previous row).\n9. Consider Tax or Charge for: In this section you can specify if the tax / charge is only for valuation (not a part of total) or only for total (does not add value to the item) or for both.\n10. Add or Deduct: Whether you want to add or deduct the tax.",
"doctype": "DocType",
"document_type": "Setup",
"field_order": [
"title",
"is_default",
"disabled",
"column_break4",
"company",
"tax_category",
"section_break6",
"taxes"
],
"fields": [
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "title",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Title",
"length": 0,
"no_copy": 1,
"oldfieldname": "title",
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "title",
"fieldtype": "Data",
"label": "Title",
"no_copy": 1,
"oldfieldname": "title",
"oldfieldtype": "Data",
"reqd": 1
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "is_default",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Default",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"default": "0",
"fieldname": "is_default",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Default"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "disabled",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Disabled",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"default": "0",
"fieldname": "disabled",
"fieldtype": "Check",
"in_list_view": 1,
"label": "Disabled"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break4",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
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},
"fieldname": "column_break4",
"fieldtype": "Column Break"
},
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"allow_on_submit": 0,
"bold": 0,
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"fieldname": "company",
"fieldtype": "Link",
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"options": "Tax Category"
}
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"modified": "2016-11-07 05:18:44.095798",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges Template",
"owner": "wasim@webnotestech.com",
],
"icon": "fa fa-money",
"idx": 1,
"modified": "2019-11-25 13:05:26.220275",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges Template",
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5
erpnext/accounts/doctype/sales_invoice/regional/india.js
View File

@ -1,3 +1,7 @@
{% include "erpnext/regional/india/taxes.js" %}
erpnext.setup_auto_gst_taxation('Sales Invoice');
frappe.ui.form.on("Sales Invoice", {
setup: function(frm) {
frm.set_query('transporter', function() {
@ -35,4 +39,5 @@ frappe.ui.form.on("Sales Invoice", {
}, __("Make"));
}
}
});

25
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -556,22 +556,11 @@ cur_frm.cscript.cost_center = function(doc, cdt, cdn) {
}
cur_frm.set_query("debit_to", function(doc) {
// filter on Account
if (doc.customer) {
return {
filters: {
'account_type': 'Receivable',
'is_group': 0,
'company': doc.company
}
}
} else {
return {
filters: {
'report_type': 'Balance Sheet',
'is_group': 0,
'company': doc.company
}
return {
filters: {
'account_type': 'Receivable',
'is_group': 0,
'company': doc.company
}
}
});
@ -697,8 +686,8 @@ frappe.ui.form.on('Sales Invoice', {
if (frm.doc.company)
{
frappe.call({
method:"frappe.contacts.doctype.address.address.get_default_address",
args:{ doctype:'Company',name:frm.doc.company},
method:"erpnext.setup.doctype.company.company.get_default_company_address",
args:{name:frm.doc.company, existing_address: frm.doc.company_address},
callback: function(r){
if (r.message){
frm.set_value("company_address",r.message)

15
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -90,6 +90,7 @@ class SalesInvoice(SellingController):
self.validate_account_for_change_amount()
self.validate_fixed_asset()
self.set_income_account_for_fixed_assets()
self.validate_item_cost_centers()
validate_inter_company_party(self.doctype, self.customer, self.company, self.inter_company_invoice_reference)
if cint(self.is_pos):
@ -147,6 +148,12 @@ class SalesInvoice(SellingController):
elif asset.status in ("Scrapped", "Cancelled", "Sold"):
frappe.throw(_("Row #{0}: Asset {1} cannot be submitted, it is already {2}").format(d.idx, d.asset, asset.status))
def validate_item_cost_centers(self):
for item in self.items:
cost_center_company = frappe.get_cached_value("Cost Center", item.cost_center, "company")
if cost_center_company != self.company:
frappe.throw(_("Row #{0}: Cost Center {1} does not belong to company {2}").format(frappe.bold(item.idx), frappe.bold(item.cost_center), frappe.bold(self.company)))
def before_save(self):
set_account_for_mode_of_payment(self)
@ -535,10 +542,8 @@ class SalesInvoice(SellingController):
for i in dic:
if frappe.db.get_single_value('Selling Settings', dic[i][0]) == 'Yes':
for d in self.get('items'):
is_stock_item = frappe.get_cached_value('Item', d.item_code, 'is_stock_item')
if (d.item_code and is_stock_item == 1\
and not d.get(i.lower().replace(' ','_')) and not self.get(dic[i][1])):
msgprint(_("{0} is mandatory for Stock Item {1}").format(i,d.item_code), raise_exception=1)
if (d.item_code and not d.get(i.lower().replace(' ','_')) and not self.get(dic[i][1])):
msgprint(_("{0} is mandatory for Item {1}").format(i,d.item_code), raise_exception=1)
def validate_proj_cust(self):
@ -953,7 +958,7 @@ class SalesInvoice(SellingController):
)
def make_gle_for_rounding_adjustment(self, gl_entries):
if flt(self.rounding_adjustment, self.precision("rounding_adjustment")):
if flt(self.rounding_adjustment, self.precision("rounding_adjustment")) and self.base_rounding_adjustment:
round_off_account, round_off_cost_center = \
get_round_off_account_and_cost_center(self.company)

382
erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template.json
View File

@ -1,299 +1,119 @@
{
"allow_copy": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:title",
"beta": 0,
"creation": "2013-01-10 16:34:09",
"custom": 0,
"description": "Standard tax template that can be applied to all Sales Transactions. This template can contain list of tax heads and also other expense / income heads like \"Shipping\", \"Insurance\", \"Handling\" etc.\n\n#### Note\n\nThe tax rate you define here will be the standard tax rate for all **Items**. If there are **Items** that have different rates, they must be added in the **Item Tax** table in the **Item** master.\n\n#### Description of Columns\n\n1. Calculation Type: \n - This can be on **Net Total** (that is the sum of basic amount).\n - **On Previous Row Total / Amount** (for cumulative taxes or charges). If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.\n - **Actual** (as mentioned).\n2. Account Head: The Account ledger under which this tax will be booked\n3. Cost Center: If the tax / charge is an income (like shipping) or expense it needs to be booked against a Cost Center.\n4. Description: Description of the tax (that will be printed in invoices / quotes).\n5. Rate: Tax rate.\n6. Amount: Tax amount.\n7. Total: Cumulative total to this point.\n8. Enter Row: If based on \"Previous Row Total\" you can select the row number which will be taken as a base for this calculation (default is the previous row).\n9. Is this Tax included in Basic Rate?: If you check this, it means that this tax will not be shown below the item table, but will be included in the Basic Rate in your main item table. This is useful where you want give a flat price (inclusive of all taxes) price to customers.",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 0,
"allow_import": 1,
"allow_rename": 1,
"creation": "2013-01-10 16:34:09",
"description": "Standard tax template that can be applied to all Sales Transactions. This template can contain list of tax heads and also other expense / income heads like \"Shipping\", \"Insurance\", \"Handling\" etc.\n\n#### Note\n\nThe tax rate you define here will be the standard tax rate for all **Items**. If there are **Items** that have different rates, they must be added in the **Item Tax** table in the **Item** master.\n\n#### Description of Columns\n\n1. Calculation Type: \n - This can be on **Net Total** (that is the sum of basic amount).\n - **On Previous Row Total / Amount** (for cumulative taxes or charges). If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.\n - **Actual** (as mentioned).\n2. Account Head: The Account ledger under which this tax will be booked\n3. Cost Center: If the tax / charge is an income (like shipping) or expense it needs to be booked against a Cost Center.\n4. Description: Description of the tax (that will be printed in invoices / quotes).\n5. Rate: Tax rate.\n6. Amount: Tax amount.\n7. Total: Cumulative total to this point.\n8. Enter Row: If based on \"Previous Row Total\" you can select the row number which will be taken as a base for this calculation (default is the previous row).\n9. Is this Tax included in Basic Rate?: If you check this, it means that this tax will not be shown below the item table, but will be included in the Basic Rate in your main item table. This is useful where you want give a flat price (inclusive of all taxes) price to customers.",
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"icon": "fa fa-money",
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5
erpnext/accounts/doctype/share_transfer/share_transfer.json
View File

@ -188,7 +188,7 @@
}
],
"is_submittable": 1,
"modified": "2019-11-07 13:31:17.999744",
"modified": "2019-12-20 14:48:01.990600",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Share Transfer",
@ -196,6 +196,7 @@
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@ -221,6 +222,7 @@
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@ -230,6 +232,7 @@
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}
],

6
erpnext/accounts/general_ledger.py
View File

@ -90,8 +90,12 @@ def merge_similar_entries(gl_map):
else:
merged_gl_map.append(entry)
company = gl_map[0].company if gl_map else erpnext.get_default_company()
company_currency = erpnext.get_company_currency(company)
precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"), company_currency)
# filter zero debit and credit entries
merged_gl_map = filter(lambda x: flt(x.debit, 9)!=0 or flt(x.credit, 9)!=0, merged_gl_map)
merged_gl_map = filter(lambda x: flt(x.debit, precision)!=0 or flt(x.credit, precision)!=0, merged_gl_map)
merged_gl_map = list(merged_gl_map)
return merged_gl_map

6
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.py
View File

@ -18,6 +18,10 @@ def reconcile(bank_transaction, payment_doctype, payment_name):
account = frappe.db.get_value("Bank Account", transaction.bank_account, "account")
gl_entry = frappe.get_doc("GL Entry", dict(account=account, voucher_type=payment_doctype, voucher_no=payment_name))
if payment_doctype == "Payment Entry" and payment_entry.unallocated_amount > transaction.unallocated_amount:
frappe.throw(_("The unallocated amount of Payment Entry {0} \
is greater than the Bank Transaction's unallocated amount").format(payment_name))
if transaction.unallocated_amount == 0:
frappe.throw(_("This bank transaction is already fully reconciled"))
@ -373,4 +377,4 @@ def sales_invoices_query(doctype, txt, searchfield, start, page_len, filters):
'start': start,
'page_len': page_len
}
)
)

107
erpnext/accounts/party.py
View File

@ -23,7 +23,7 @@ class DuplicatePartyAccountError(frappe.ValidationError): pass
@frappe.whitelist()
def get_party_details(party=None, account=None, party_type="Customer", company=None, posting_date=None,
bill_date=None, price_list=None, currency=None, doctype=None, ignore_permissions=False, fetch_payment_terms_template=True,
party_address=None, shipping_address=None, pos_profile=None):
party_address=None, company_address=None, shipping_address=None, pos_profile=None):
if not party:
return {}
@ -31,14 +31,14 @@ def get_party_details(party=None, account=None, party_type="Customer", company=N
frappe.throw(_("{0}: {1} does not exists").format(party_type, party))
return _get_party_details(party, account, party_type,
company, posting_date, bill_date, price_list, currency, doctype, ignore_permissions,
fetch_payment_terms_template, party_address, shipping_address, pos_profile)
fetch_payment_terms_template, party_address, company_address, shipping_address, pos_profile)
def _get_party_details(party=None, account=None, party_type="Customer", company=None, posting_date=None,
bill_date=None, price_list=None, currency=None, doctype=None, ignore_permissions=False,
fetch_payment_terms_template=True, party_address=None, shipping_address=None, pos_profile=None):
fetch_payment_terms_template=True, party_address=None, company_address=None,shipping_address=None, pos_profile=None):
out = frappe._dict(set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype))
party = out[party_type.lower()]
party_details = frappe._dict(set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype))
party = party_details[party_type.lower()]
if not ignore_permissions and not frappe.has_permission(party_type, "read", party):
frappe.throw(_("Not permitted for {0}").format(party), frappe.PermissionError)
@ -46,76 +46,81 @@ def _get_party_details(party=None, account=None, party_type="Customer", company=
party = frappe.get_doc(party_type, party)
currency = party.default_currency if party.get("default_currency") else get_company_currency(company)
party_address, shipping_address = set_address_details(out, party, party_type, doctype, company, party_address, shipping_address)
set_contact_details(out, party, party_type)
set_other_values(out, party, party_type)
set_price_list(out, party, party_type, price_list, pos_profile)
party_address, shipping_address = set_address_details(party_details, party, party_type, doctype, company, party_address, company_address, shipping_address)
set_contact_details(party_details, party, party_type)
set_other_values(party_details, party, party_type)
set_price_list(party_details, party, party_type, price_list, pos_profile)
out["tax_category"] = get_address_tax_category(party.get("tax_category"),
party_details["tax_category"] = get_address_tax_category(party.get("tax_category"),
party_address, shipping_address if party_type != "Supplier" else party_address)
out["taxes_and_charges"] = set_taxes(party.name, party_type, posting_date, company,
customer_group=out.customer_group, supplier_group=out.supplier_group, tax_category=out.tax_category,
billing_address=party_address, shipping_address=shipping_address)
if not party_details.get("taxes_and_charges"):
party_details["taxes_and_charges"] = set_taxes(party.name, party_type, posting_date, company,
customer_group=party_details.customer_group, supplier_group=party_details.supplier_group, tax_category=party_details.tax_category,
billing_address=party_address, shipping_address=shipping_address)
if fetch_payment_terms_template:
out["payment_terms_template"] = get_pyt_term_template(party.name, party_type, company)
party_details["payment_terms_template"] = get_pyt_term_template(party.name, party_type, company)
if not out.get("currency"):
out["currency"] = currency
if not party_details.get("currency"):
party_details["currency"] = currency
# sales team
if party_type=="Customer":
out["sales_team"] = [{
party_details["sales_team"] = [{
"sales_person": d.sales_person,
"allocated_percentage": d.allocated_percentage or None
} for d in party.get("sales_team")]
# supplier tax withholding category
if party_type == "Supplier" and party:
out["supplier_tds"] = frappe.get_value(party_type, party.name, "tax_withholding_category")
party_details["supplier_tds"] = frappe.get_value(party_type, party.name, "tax_withholding_category")
return out
return party_details
def set_address_details(out, party, party_type, doctype=None, company=None, party_address=None, shipping_address=None):
def set_address_details(party_details, party, party_type, doctype=None, company=None, party_address=None, company_address=None, shipping_address=None):
billing_address_field = "customer_address" if party_type == "Lead" \
else party_type.lower() + "_address"
out[billing_address_field] = party_address or get_default_address(party_type, party.name)
party_details[billing_address_field] = party_address or get_default_address(party_type, party.name)
if doctype:
out.update(get_fetch_values(doctype, billing_address_field, out[billing_address_field]))
party_details.update(get_fetch_values(doctype, billing_address_field, party_details[billing_address_field]))
# address display
out.address_display = get_address_display(out[billing_address_field])
party_details.address_display = get_address_display(party_details[billing_address_field])
# shipping address
if party_type in ["Customer", "Lead"]:
out.shipping_address_name = shipping_address or get_party_shipping_address(party_type, party.name)
out.shipping_address = get_address_display(out["shipping_address_name"])
party_details.shipping_address_name = shipping_address or get_party_shipping_address(party_type, party.name)
party_details.shipping_address = get_address_display(party_details["shipping_address_name"])
if doctype:
out.update(get_fetch_values(doctype, 'shipping_address_name', out.shipping_address_name))
party_details.update(get_fetch_values(doctype, 'shipping_address_name', party_details.shipping_address_name))
if doctype and doctype in ['Delivery Note', 'Sales Invoice']:
out.update(get_company_address(company))
if out.company_address:
out.update(get_fetch_values(doctype, 'company_address', out.company_address))
get_regional_address_details(out, doctype, company)
if company_address:
party_details.update({'company_address': company_address})
else:
party_details.update(get_company_address(company))
elif doctype and doctype == "Purchase Invoice":
out.update(get_company_address(company))
if out.company_address:
out["shipping_address"] = shipping_address or out["company_address"]
out.shipping_address_display = get_address_display(out["shipping_address"])
out.update(get_fetch_values(doctype, 'shipping_address', out.shipping_address))
get_regional_address_details(out, doctype, company)
if doctype and doctype in ['Delivery Note', 'Sales Invoice', 'Sales Order']:
if party_details.company_address:
party_details.update(get_fetch_values(doctype, 'company_address', party_details.company_address))
get_regional_address_details(party_details, doctype, company)
return out.get(billing_address_field), out.shipping_address_name
elif doctype and doctype in ["Purchase Invoice", "Purchase Order", "Purchase Receipt"]:
if party_details.company_address:
party_details["shipping_address"] = shipping_address or party_details["company_address"]
party_details.shipping_address_display = get_address_display(party_details["shipping_address"])
party_details.update(get_fetch_values(doctype, 'shipping_address', party_details.shipping_address))
get_regional_address_details(party_details, doctype, company)
return party_details.get(billing_address_field), party_details.shipping_address_name
@erpnext.allow_regional
def get_regional_address_details(out, doctype, company):
def get_regional_address_details(party_details, doctype, company):
pass
def set_contact_details(out, party, party_type):
out.contact_person = get_default_contact(party_type, party.name)
def set_contact_details(party_details, party, party_type):
party_details.contact_person = get_default_contact(party_type, party.name)
if not out.contact_person:
out.update({
if not party_details.contact_person:
party_details.update({
"contact_person": None,
"contact_display": None,
"contact_email": None,
@ -125,22 +130,22 @@ def set_contact_details(out, party, party_type):
"contact_department": None
})
else:
out.update(get_contact_details(out.contact_person))
party_details.update(get_contact_details(party_details.contact_person))
def set_other_values(out, party, party_type):
def set_other_values(party_details, party, party_type):
# copy
if party_type=="Customer":
to_copy = ["customer_name", "customer_group", "territory", "language"]
else:
to_copy = ["supplier_name", "supplier_group", "language"]
for f in to_copy:
out[f] = party.get(f)
party_details[f] = party.get(f)
# fields prepended with default in Customer doctype
for f in ['currency'] \
+ (['sales_partner', 'commission_rate'] if party_type=="Customer" else []):
if party.get("default_" + f):
out[f] = party.get("default_" + f)
party_details[f] = party.get("default_" + f)
def get_default_price_list(party):
"""Return default price list for party (Document object)"""
@ -155,7 +160,7 @@ def get_default_price_list(party):
return None
def set_price_list(out, party, party_type, given_price_list, pos=None):
def set_price_list(party_details, party, party_type, given_price_list, pos=None):
# price list
price_list = get_permitted_documents('Price List')
@ -173,9 +178,9 @@ def set_price_list(out, party, party_type, given_price_list, pos=None):
price_list = get_default_price_list(party) or given_price_list
if price_list:
out.price_list_currency = frappe.db.get_value("Price List", price_list, "currency", cache=True)
party_details.price_list_currency = frappe.db.get_value("Price List", price_list, "currency", cache=True)
out["selling_price_list" if party.doctype=="Customer" else "buying_price_list"] = price_list
party_details["selling_price_list" if party.doctype=="Customer" else "buying_price_list"] = price_list
def set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype):

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

@ -171,7 +171,7 @@ class ReceivablePayableReport(object):
row.outstanding = flt(row.invoiced - row.paid - row.credit_note, self.currency_precision)
row.invoice_grand_total = row.invoiced
if abs(row.outstanding) > 0.1/10 ** self.currency_precision:
if abs(row.outstanding) > 1.0/10 ** self.currency_precision:
# non-zero oustanding, we must consider this row
if self.is_invoice(row) and self.filters.based_on_payment_terms:
@ -285,7 +285,7 @@ class ReceivablePayableReport(object):
def set_party_details(self, row):
# customer / supplier name
party_details = self.get_party_details(row.party)
party_details = self.get_party_details(row.party) or {}
row.update(party_details)
if self.filters.get(scrub(self.filters.party_type)):
row.currency = row.account_currency

215
erpnext/accounts/report/asset_depreciations_and_balances/asset_depreciations_and_balances.py
View File

@ -4,126 +4,141 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import formatdate, getdate, flt, add_days
from frappe.utils import formatdate, flt, add_days
def execute(filters=None):
filters.day_before_from_date = add_days(filters.from_date, -1)
columns, data = get_columns(filters), get_data(filters)
return columns, data
def get_data(filters):
data = []
asset_categories = get_asset_categories(filters)
assets = get_assets(filters)
asset_costs = get_asset_costs(assets, filters)
asset_depreciations = get_accumulated_depreciations(assets, filters)
for asset_category in asset_categories:
row = frappe._dict()
row.asset_category = asset_category
row.update(asset_costs.get(asset_category))
# row.asset_category = asset_category
row.update(asset_category)
row.cost_as_on_to_date = (flt(row.cost_as_on_from_date) + flt(row.cost_of_new_purchase) -
flt(row.cost_of_sold_asset) - flt(row.cost_of_scrapped_asset))
row.update(next(asset for asset in assets if asset["asset_category"] == asset_category.get("asset_category", "")))
row.accumulated_depreciation_as_on_to_date = (flt(row.accumulated_depreciation_as_on_from_date) +
flt(row.depreciation_amount_during_the_period) - flt(row.depreciation_eliminated))
row.net_asset_value_as_on_from_date = (flt(row.cost_as_on_from_date) -
flt(row.accumulated_depreciation_as_on_from_date))
row.net_asset_value_as_on_to_date = (flt(row.cost_as_on_to_date) -
flt(row.accumulated_depreciation_as_on_to_date))
row.cost_as_on_to_date = (flt(row.cost_as_on_from_date) + flt(row.cost_of_new_purchase)
- flt(row.cost_of_sold_asset) - flt(row.cost_of_scrapped_asset))
row.update(asset_depreciations.get(asset_category))
row.accumulated_depreciation_as_on_to_date = (flt(row.accumulated_depreciation_as_on_from_date) +
flt(row.depreciation_amount_during_the_period) - flt(row.depreciation_eliminated))
row.net_asset_value_as_on_from_date = (flt(row.cost_as_on_from_date) -
flt(row.accumulated_depreciation_as_on_from_date))
row.net_asset_value_as_on_to_date = (flt(row.cost_as_on_to_date) -
flt(row.accumulated_depreciation_as_on_to_date))
data.append(row)
return data
def get_asset_categories(filters):
return frappe.db.sql_list("""
select distinct asset_category from `tabAsset`
where docstatus=1 and company=%s and purchase_date <= %s
""", (filters.company, filters.to_date))
return frappe.db.sql("""
SELECT asset_category,
ifnull(sum(case when purchase_date < %(from_date)s then
case when ifnull(disposal_date, 0) = 0 or disposal_date >= %(from_date)s then
gross_purchase_amount
else
0
end
else
0
end), 0) as cost_as_on_from_date,
ifnull(sum(case when purchase_date >= %(from_date)s then
gross_purchase_amount
else
0
end), 0) as cost_of_new_purchase,
ifnull(sum(case when ifnull(disposal_date, 0) != 0
and disposal_date >= %(from_date)s
and disposal_date <= %(to_date)s then
case when status = "Sold" then
gross_purchase_amount
else
0
end
else
0
end), 0) as cost_of_sold_asset,
ifnull(sum(case when ifnull(disposal_date, 0) != 0
and disposal_date >= %(from_date)s
and disposal_date <= %(to_date)s then
case when status = "Scrapped" then
gross_purchase_amount
else
0
end
else
0
end), 0) as cost_of_scrapped_asset
from `tabAsset`
where docstatus=1 and company=%(company)s and purchase_date <= %(to_date)s
group by asset_category
""", {"to_date": filters.to_date, "from_date": filters.from_date, "company": filters.company}, as_dict=1)
def get_assets(filters):
return frappe.db.sql("""
select name, asset_category, purchase_date, gross_purchase_amount, disposal_date, status
from `tabAsset`
where docstatus=1 and company=%s and purchase_date <= %s""",
(filters.company, filters.to_date), as_dict=1)
def get_asset_costs(assets, filters):
asset_costs = frappe._dict()
for d in assets:
asset_costs.setdefault(d.asset_category, frappe._dict({
"cost_as_on_from_date": 0,
"cost_of_new_purchase": 0,
"cost_of_sold_asset": 0,
"cost_of_scrapped_asset": 0
}))
costs = asset_costs[d.asset_category]
if getdate(d.purchase_date) < getdate(filters.from_date):
if not d.disposal_date or getdate(d.disposal_date) >= getdate(filters.from_date):
costs.cost_as_on_from_date += flt(d.gross_purchase_amount)
else:
costs.cost_of_new_purchase += flt(d.gross_purchase_amount)
if d.disposal_date and getdate(d.disposal_date) >= getdate(filters.from_date) \
and getdate(d.disposal_date) <= getdate(filters.to_date):
if d.status == "Sold":
costs.cost_of_sold_asset += flt(d.gross_purchase_amount)
elif d.status == "Scrapped":
costs.cost_of_scrapped_asset += flt(d.gross_purchase_amount)
return asset_costs
def get_accumulated_depreciations(assets, filters):
asset_depreciations = frappe._dict()
for d in assets:
asset = frappe.get_doc("Asset", d.name)
if d.asset_category in asset_depreciations:
asset_depreciations[d.asset_category]['accumulated_depreciation_as_on_from_date'] += asset.opening_accumulated_depreciation
else:
asset_depreciations.setdefault(d.asset_category, frappe._dict({
"accumulated_depreciation_as_on_from_date": asset.opening_accumulated_depreciation,
"depreciation_amount_during_the_period": 0,
"depreciation_eliminated_during_the_period": 0
}))
SELECT results.asset_category,
sum(results.accumulated_depreciation_as_on_from_date) as accumulated_depreciation_as_on_from_date,
sum(results.depreciation_eliminated_during_the_period) as depreciation_eliminated_during_the_period,
sum(results.depreciation_amount_during_the_period) as depreciation_amount_during_the_period
from (SELECT a.asset_category,
ifnull(sum(a.opening_accumulated_depreciation +
case when ds.schedule_date < %(from_date)s and
(ifnull(a.disposal_date, 0) = 0 or a.disposal_date >= %(from_date)s) then
ds.depreciation_amount
else
0
end), 0) as accumulated_depreciation_as_on_from_date,
ifnull(sum(case when ifnull(a.disposal_date, 0) != 0 and a.disposal_date >= %(from_date)s
and a.disposal_date <= %(to_date)s and ds.schedule_date <= a.disposal_date then
ds.depreciation_amount
else
0
end), 0) as depreciation_eliminated_during_the_period,
depr = asset_depreciations[d.asset_category]
ifnull(sum(case when ds.schedule_date >= %(from_date)s and ds.schedule_date <= %(to_date)s
and (ifnull(a.disposal_date, 0) = 0 or ds.schedule_date <= a.disposal_date) then
ds.depreciation_amount
else
0
end), 0) as depreciation_amount_during_the_period
from `tabAsset` a, `tabDepreciation Schedule` ds
where a.docstatus=1 and a.company=%(company)s and a.purchase_date <= %(to_date)s and a.name = ds.parent
group by a.asset_category
union
SELECT a.asset_category,
ifnull(sum(case when ifnull(a.disposal_date, 0) != 0
and (a.disposal_date < %(from_date)s or a.disposal_date > %(to_date)s) then
0
else
a.opening_accumulated_depreciation
end), 0) as accumulated_depreciation_as_on_from_date,
ifnull(sum(case when a.disposal_date >= %(from_date)s and a.disposal_date <= %(to_date)s then
a.opening_accumulated_depreciation
else
0
end), 0) as depreciation_eliminated_during_the_period,
0 as depreciation_amount_during_the_period
from `tabAsset` a
where a.docstatus=1 and a.company=%(company)s and a.purchase_date <= %(to_date)s
and not exists(select * from `tabDepreciation Schedule` ds where a.name = ds.parent)
group by a.asset_category) as results
group by results.asset_category
""", {"to_date": filters.to_date, "from_date": filters.from_date, "company": filters.company}, as_dict=1)
if not asset.schedules: # if no schedule,
if asset.disposal_date:
# and disposal is NOT within the period, then opening accumulated depreciation not included
if getdate(asset.disposal_date) < getdate(filters.from_date) or getdate(asset.disposal_date) > getdate(filters.to_date):
asset_depreciations[d.asset_category]['accumulated_depreciation_as_on_from_date'] = 0
# if no schedule, and disposal is within period, accumulated dep is the amount eliminated
if getdate(asset.disposal_date) >= getdate(filters.from_date) and getdate(asset.disposal_date) <= getdate(filters.to_date):
depr.depreciation_eliminated_during_the_period += asset.opening_accumulated_depreciation
for schedule in asset.get("schedules"):
if getdate(schedule.schedule_date) < getdate(filters.from_date):
if not asset.disposal_date or getdate(asset.disposal_date) >= getdate(filters.from_date):
depr.accumulated_depreciation_as_on_from_date += flt(schedule.depreciation_amount)
elif getdate(schedule.schedule_date) <= getdate(filters.to_date):
if not asset.disposal_date:
depr.depreciation_amount_during_the_period += flt(schedule.depreciation_amount)
else:
if getdate(schedule.schedule_date) <= getdate(asset.disposal_date):
depr.depreciation_amount_during_the_period += flt(schedule.depreciation_amount)
if asset.disposal_date and getdate(asset.disposal_date) >= getdate(filters.from_date) and getdate(asset.disposal_date) <= getdate(filters.to_date):
if getdate(schedule.schedule_date) <= getdate(asset.disposal_date):
depr.depreciation_eliminated_during_the_period += flt(schedule.depreciation_amount)
return asset_depreciations
def get_columns(filters):
return [
{

21
erpnext/accounts/report/budget_variance_report/budget_variance_report.js
View File

@ -46,13 +46,24 @@ frappe.query_reports["Budget Variance Report"] = {
fieldtype: "Select",
options: ["Cost Center", "Project"],
default: "Cost Center",
reqd: 1
reqd: 1,
on_change: function() {
frappe.query_report.set_filter_value("budget_against_filter", []);
frappe.query_report.refresh();
}
},
{
fieldname: "cost_center",
label: __("Cost Center"),
fieldtype: "Link",
options: "Cost Center"
fieldname:"budget_against_filter",
label: __('Dimension Filter'),
fieldtype: "MultiSelectList",
get_data: function(txt) {
if (!frappe.query_report.filters) return;
let budget_against = frappe.query_report.get_filter_value('budget_against');
if (!budget_against) return;
return frappe.db.get_link_options(budget_against, txt);
}
},
{
fieldname:"show_cumulative",

43
erpnext/accounts/report/budget_variance_report/budget_variance_report.py
View File

@ -12,22 +12,22 @@ from six import iteritems
from pprint import pprint
def execute(filters=None):
if not filters: filters = {}
validate_filters(filters)
columns = get_columns(filters)
if filters.get("cost_center"):
cost_centers = [filters.get("cost_center")]
if filters.get("budget_against_filter"):
dimensions = filters.get("budget_against_filter")
else:
cost_centers = get_cost_centers(filters)
dimensions = get_cost_centers(filters)
period_month_ranges = get_period_month_ranges(filters["period"], filters["from_fiscal_year"])
cam_map = get_cost_center_account_month_map(filters)
cam_map = get_dimension_account_month_map(filters)
data = []
for cost_center in cost_centers:
cost_center_items = cam_map.get(cost_center)
if cost_center_items:
for account, monthwise_data in iteritems(cost_center_items):
row = [cost_center, account]
for dimension in dimensions:
dimension_items = cam_map.get(dimension)
if dimension_items:
for account, monthwise_data in iteritems(dimension_items):
row = [dimension, account]
totals = [0, 0, 0]
for year in get_fiscal_years(filters):
last_total = 0
@ -55,10 +55,6 @@ def execute(filters=None):
return columns, data
def validate_filters(filters):
if filters.get("budget_against") != "Cost Center" and filters.get("cost_center"):
frappe.throw(_("Filter based on Cost Center is only applicable if Budget Against is selected as Cost Center"))
def get_columns(filters):
columns = [_(filters.get("budget_against")) + ":Link/%s:150"%(filters.get("budget_against")), _("Account") + ":Link/Account:150"]
@ -98,11 +94,12 @@ def get_cost_centers(filters):
else:
return frappe.db.sql_list("""select name from `tab{tab}`""".format(tab=filters.get("budget_against"))) #nosec
#Get cost center & target details
def get_cost_center_target_details(filters):
#Get dimension & target details
def get_dimension_target_details(filters):
cond = ""
if filters.get("cost_center"):
cond += " and b.cost_center=%s" % frappe.db.escape(filters.get("cost_center"))
if filters.get("budget_against_filter"):
cond += " and b.{budget_against} in (%s)".format(budget_against = \
frappe.scrub(filters.get('budget_against'))) % ', '.join(['%s']* len(filters.get('budget_against_filter')))
return frappe.db.sql("""
select b.{budget_against} as budget_against, b.monthly_distribution, ba.account, ba.budget_amount,b.fiscal_year
@ -110,8 +107,8 @@ def get_cost_center_target_details(filters):
where b.name=ba.parent and b.docstatus = 1 and b.fiscal_year between %s and %s
and b.budget_against = %s and b.company=%s {cond} order by b.fiscal_year
""".format(budget_against=filters.get("budget_against").replace(" ", "_").lower(), cond=cond),
(filters.from_fiscal_year,filters.to_fiscal_year,filters.budget_against, filters.company), as_dict=True)
tuple([filters.from_fiscal_year,filters.to_fiscal_year,filters.budget_against, filters.company] + filters.get('budget_against_filter')),
as_dict=True)
#Get target distribution details of accounts of cost center
@ -153,14 +150,14 @@ def get_actual_details(name, filters):
return cc_actual_details
def get_cost_center_account_month_map(filters):
def get_dimension_account_month_map(filters):
import datetime
cost_center_target_details = get_cost_center_target_details(filters)
dimension_target_details = get_dimension_target_details(filters)
tdd = get_target_distribution_details(filters)
cam_map = {}
for ccd in cost_center_target_details:
for ccd in dimension_target_details:
actual_details = get_actual_details(ccd.budget_against, filters)
for month_id in range(1, 13):

34
erpnext/accounts/report/financial_statements.html
View File

@ -1,5 +1,6 @@
{%
var report_columns = report.get_columns_for_print();
report_columns = report_columns.filter(col => !col.hidden);
if (report_columns.length > 8) {
frappe.throw(__("Too many columns. Export the report and print it using a spreadsheet application."));
@ -15,34 +16,35 @@
height: 37px;
}
</style>
{% var letterhead= filters.letter_head || (frappe.get_doc(":Company", filters.company) && frappe.get_doc(":Company", filters.company).default_letter_head) %}
{% if(letterhead) { %}
<div style="margin-bottom: 7px;" class="text-center">
{%= frappe.boot.letter_heads[letterhead].header %}
</div>
{% } %}
<h2 class="text-center">{%= __(report.report_name) %}</h2>
<h3 class="text-center">{%= filters.company %}</h3>
{% if 'cost_center' in filters %}
<h3 class="text-center">{%= filters.cost_center %}</h3>
{% endif %}
<h3 class="text-center">{%= filters.fiscal_year %}</h3>
<h5 class="text-center">{%= __("Currency") %} : {%= filters.presentation_currency || erpnext.get_currency(filters.company) %} </h4>
<h5 class="text-center">
{%= __("Currency") %} : {%= filters.presentation_currency || erpnext.get_currency(filters.company) %}
</h5>
{% if (filters.from_date) { %}
<h4 class="text-center">{%= frappe.datetime.str_to_user(filters.from_date) %} - {%= frappe.datetime.str_to_user(filters.to_date) %}</h3>
<h5 class="text-center">
{%= frappe.datetime.str_to_user(filters.from_date) %} - {%= frappe.datetime.str_to_user(filters.to_date) %}
</h5>
{% } %}
<hr>
<table class="table table-bordered">
<thead>
<tr>
<th style="width: {%= 100 - (report_columns.length - 2) * 13 %}%"></th>
{% for(var i=2, l=report_columns.length; i<l; i++) { %}
<th style="width: {%= 100 - (report_columns.length - 1) * 13 %}%"></th>
{% for (let i=1, l=report_columns.length; i<l; i++) { %}
<th class="text-right">{%= report_columns[i].label %}</th>
{% } %}
</tr>
</thead>
<tbody>
{% for(var j=0, k=data.length-1; j<k; j++) { %}
{% for(let j=0, k=data.length-1; j<k; j++) { %}
{%
var row = data[j];
var row_class = data[j].parent_account ? "" : "financial-statements-important";
@ -52,11 +54,11 @@
<td>
<span style="padding-left: {%= cint(data[j].indent) * 2 %}em">{%= row.account_name %}</span>
</td>
{% for(var i=2, l=report_columns.length; i<l; i++) { %}
{% for(let i=1, l=report_columns.length; i<l; i++) { %}
<td class="text-right">
{% var fieldname = report_columns[i].fieldname; %}
{% const fieldname = report_columns[i].fieldname; %}
{% if (!is_null(row[fieldname])) { %}
{%= format_currency(row[fieldname], filters.presentation_currency) %}
{%= frappe.format(row[fieldname], report_columns[i], {}, row) %}
{% } %}
</td>
{% } %}
@ -64,4 +66,6 @@
{% } %}
</tbody>
</table>
<p class="text-right text-muted">Printed On {%= frappe.datetime.str_to_user(frappe.datetime.get_datetime_as_string()) %}</p>
<p class="text-right text-muted">
Printed On {%= frappe.datetime.str_to_user(frappe.datetime.get_datetime_as_string()) %}
</p>

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

@ -264,8 +264,8 @@ def filter_out_zero_value_rows(data, parent_children_map, show_zero_values=False
def add_total_row(out, root_type, balance_must_be, period_list, company_currency):
total_row = {
"account_name": "'" + _("Total {0} ({1})").format(_(root_type), _(balance_must_be)) + "'",
"account": "'" + _("Total {0} ({1})").format(_(root_type), _(balance_must_be)) + "'",
"account_name": _("Total {0} ({1})").format(_(root_type), _(balance_must_be)),
"account": _("Total {0} ({1})").format(_(root_type), _(balance_must_be)),
"currency": company_currency
}

235
erpnext/accounts/report/sales_register/sales_register.py
View File

@ -38,32 +38,46 @@ def _execute(filters, additional_table_columns=None, additional_query_columns=No
cost_center = list(set(invoice_cc_wh_map.get(inv.name, {}).get("cost_center", [])))
warehouse = list(set(invoice_cc_wh_map.get(inv.name, {}).get("warehouse", [])))
row = [
inv.name, inv.posting_date, inv.customer, inv.customer_name
]
row = {
'invoice': inv.name,
'posting_date': inv.posting_date,
'customer': inv.customer,
'customer_name': inv.customer_name
}
if additional_query_columns:
for col in additional_query_columns:
row.append(inv.get(col))
row.update({
col: inv.get(col)
})
row.update({
'customer_group': inv.get("customer_group"),
'territory': inv.get("territory"),
'tax_id': inv.get("tax_id"),
'receivable_account': inv.debit_to,
'mode_of_payment': ", ".join(mode_of_payments.get(inv.name, [])),
'project': inv.project,
'owner': inv.owner,
'remarks': inv.remarks,
'sales_order': ", ".join(sales_order),
'delivery_note': ", ".join(delivery_note),
'cost_center': ", ".join(cost_center),
'warehouse': ", ".join(warehouse),
'currency': company_currency
})
row +=[
inv.get("customer_group"),
inv.get("territory"),
inv.get("tax_id"),
inv.debit_to, ", ".join(mode_of_payments.get(inv.name, [])),
inv.project, inv.owner, inv.remarks,
", ".join(sales_order), ", ".join(delivery_note),", ".join(cost_center),
", ".join(warehouse), company_currency
]
# map income values
base_net_total = 0
for income_acc in income_accounts:
income_amount = flt(invoice_income_map.get(inv.name, {}).get(income_acc))
base_net_total += income_amount
row.append(income_amount)
row.update({
frappe.scrub(income_acc): income_amount
})
# net total
row.append(base_net_total or inv.base_net_total)
row.update({'net_total': base_net_total or inv.base_net_total})
# tax account
total_tax = 0
@ -72,10 +86,18 @@ def _execute(filters, additional_table_columns=None, additional_query_columns=No
tax_amount_precision = get_field_precision(frappe.get_meta("Sales Taxes and Charges").get_field("tax_amount"), currency=company_currency) or 2
tax_amount = flt(invoice_tax_map.get(inv.name, {}).get(tax_acc), tax_amount_precision)
total_tax += tax_amount
row.append(tax_amount)
row.update({
frappe.scrub(tax_acc): tax_amount
})
# total tax, grand total, outstanding amount & rounded total
row += [total_tax, inv.base_grand_total, inv.base_rounded_total, inv.outstanding_amount]
row.update({
'tax_total': total_tax,
'grand_total': inv.base_grand_total,
'rounded_total': inv.base_rounded_total,
'outstanding_amount': inv.outstanding_amount
})
data.append(row)
@ -84,19 +106,118 @@ def _execute(filters, additional_table_columns=None, additional_query_columns=No
def get_columns(invoice_list, additional_table_columns):
"""return columns based on filters"""
columns = [
_("Invoice") + ":Link/Sales Invoice:120", _("Posting Date") + ":Date:80",
_("Customer") + ":Link/Customer:120", _("Customer Name") + "::120"
{
'label': _("Invoice"),
'fieldname': 'invoice',
'fieldtype': 'Link',
'options': 'Sales Invoice',
'width': 120
},
{
'label': _("Posting Date"),
'fieldname': 'posting_date',
'fieldtype': 'Date',
'width': 80
},
{
'label': _("Customer"),
'fieldname': 'customer',
'fieldtype': 'Link',
'options': 'Customer',
'width': 120
},
{
'label': _("Customer Name"),
'fieldname': 'customer_name',
'fieldtype': 'Data',
'width': 120
},
]
if additional_table_columns:
columns += additional_table_columns
columns +=[
_("Customer Group") + ":Link/Customer Group:120", _("Territory") + ":Link/Territory:80",
_("Tax Id") + "::80", _("Receivable Account") + ":Link/Account:120", _("Mode of Payment") + "::120",
_("Project") +":Link/Project:80", _("Owner") + "::150", _("Remarks") + "::150",
_("Sales Order") + ":Link/Sales Order:100", _("Delivery Note") + ":Link/Delivery Note:100",
_("Cost Center") + ":Link/Cost Center:100", _("Warehouse") + ":Link/Warehouse:100",
{
'label': _("Custmer Group"),
'fieldname': 'customer_group',
'fieldtype': 'Link',
'options': 'Customer Group',
'width': 120
},
{
'label': _("Territory"),
'fieldname': 'territory',
'fieldtype': 'Link',
'options': 'Territory',
'width': 80
},
{
'label': _("Tax Id"),
'fieldname': 'tax_id',
'fieldtype': 'Data',
'width': 120
},
{
'label': _("Receivable Account"),
'fieldname': 'receivable_account',
'fieldtype': 'Link',
'options': 'Account',
'width': 80
},
{
'label': _("Mode Of Payment"),
'fieldname': 'mode_of_payment',
'fieldtype': 'Data',
'width': 120
},
{
'label': _("Project"),
'fieldname': 'project',
'fieldtype': 'Link',
'options': 'project',
'width': 80
},
{
'label': _("Owner"),
'fieldname': 'owner',
'fieldtype': 'Data',
'width': 150
},
{
'label': _("Remarks"),
'fieldname': 'remarks',
'fieldtype': 'Data',
'width': 150
},
{
'label': _("Sales Order"),
'fieldname': 'sales_order',
'fieldtype': 'Link',
'options': 'Sales Order',
'width': 100
},
{
'label': _("Delivery Note"),
'fieldname': 'delivery_note',
'fieldtype': 'Link',
'options': 'Delivery Note',
'width': 100
},
{
'label': _("Cost Center"),
'fieldname': 'cost_center',
'fieldtype': 'Link',
'options': 'Cost Center',
'width': 100
},
{
'label': _("Warehouse"),
'fieldname': 'warehouse',
'fieldtype': 'Link',
'options': 'Warehouse',
'width': 100
},
{
"fieldname": "currency",
"label": _("Currency"),
@ -105,7 +226,10 @@ def get_columns(invoice_list, additional_table_columns):
}
]
income_accounts = tax_accounts = income_columns = tax_columns = []
income_accounts = []
tax_accounts = []
income_columns = []
tax_columns = []
if invoice_list:
income_accounts = frappe.db.sql_list("""select distinct income_account
@ -119,14 +243,65 @@ def get_columns(invoice_list, additional_table_columns):
and parent in (%s) order by account_head""" %
', '.join(['%s']*len(invoice_list)), tuple([inv.name for inv in invoice_list]))
income_columns = [(account + ":Currency/currency:120") for account in income_accounts]
for account in income_accounts:
income_columns.append({
"label": account,
"fieldname": frappe.scrub(account),
"fieldtype": "Currency",
"options": 'currency',
"width": 120
})
for account in tax_accounts:
if account not in income_accounts:
tax_columns.append(account + ":Currency/currency:120")
tax_columns.append({
"label": account,
"fieldname": frappe.scrub(account),
"fieldtype": "Currency",
"options": 'currency',
"width": 120
})
columns = columns + income_columns + [_("Net Total") + ":Currency/currency:120"] + tax_columns + \
[_("Total Tax") + ":Currency/currency:120", _("Grand Total") + ":Currency/currency:120",
_("Rounded Total") + ":Currency/currency:120", _("Outstanding Amount") + ":Currency/currency:120"]
net_total_column = [{
"label": _("Net Total"),
"fieldname": "net_total",
"fieldtype": "Currency",
"options": 'currency',
"width": 120
}]
total_columns = [
{
"label": _("Tax Total"),
"fieldname": "tax_total",
"fieldtype": "Currency",
"options": 'currency',
"width": 120
},
{
"label": _("Grand Total"),
"fieldname": "grand_total",
"fieldtype": "Currency",
"options": 'currency',
"width": 120
},
{
"label": _("Rounded Total"),
"fieldname": "rounded_total",
"fieldtype": "Currency",
"options": 'currency',
"width": 120
},
{
"label": _("Outstanding Amount"),
"fieldname": "outstanding_amount",
"fieldtype": "Currency",
"options": 'currency',
"width": 120
}
]
columns = columns + income_columns + net_total_column + tax_columns + total_columns
return columns, income_accounts, tax_accounts

5
erpnext/assets/doctype/asset/asset.js
View File

@ -144,6 +144,10 @@ frappe.ui.form.on('Asset', {
frm.set_df_property('purchase_invoice', 'read_only', 1);
frm.set_df_property('purchase_receipt', 'read_only', 1);
}
else if (frm.doc.is_existing_asset) {
frm.toggle_reqd('purchase_receipt', 0);
frm.toggle_reqd('purchase_invoice', 0);
}
else if (frm.doc.purchase_receipt) {
// if purchase receipt link is set then set PI disabled
frm.toggle_reqd('purchase_invoice', 0);
@ -256,6 +260,7 @@ frappe.ui.form.on('Asset', {
},
is_existing_asset: function(frm) {
frm.trigger("toggle_reference_doc");
// frm.toggle_reqd("next_depreciation_date", (!frm.doc.is_existing_asset && frm.doc.calculate_depreciation));
},

10
erpnext/assets/doctype/asset/asset.py
View File

@ -610,13 +610,19 @@ def get_asset_account(account_name, asset=None, asset_category=None, company=Non
if asset:
account = get_asset_category_account(account_name, asset=asset,
asset_category = asset_category, company = company)
if not asset and not account:
account = get_asset_category_account(account_name, asset_category = asset_category, company = company)
if not account:
account = frappe.get_cached_value('Company', company, account_name)
if not account:
frappe.throw(_("Set {0} in asset category {1} or company {2}")
.format(account_name.replace('_', ' ').title(), asset_category, company))
if not asset_category:
frappe.throw(_("Set {0} in company {2}").format(account_name.replace('_', ' ').title(), company))
else:
frappe.throw(_("Set {0} in asset category {1} or company {2}")
.format(account_name.replace('_', ' ').title(), asset_category, company))
return account

2
erpnext/assets/doctype/asset_movement/asset_movement.py
View File

@ -110,7 +110,7 @@ class AssetMovement(Document):
ORDER BY
asm.transaction_date asc
""", (d.asset, self.company, 'Receipt'), as_dict=1)
if auto_gen_movement_entry[0].get('name') == self.name:
if auto_gen_movement_entry and auto_gen_movement_entry[0].get('name') == self.name:
frappe.throw(_('{0} will be cancelled automatically on asset cancellation as it was \
auto generated for Asset {1}').format(self.name, d.asset))

13
erpnext/buying/doctype/purchase_order/purchase_order.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-05-21 16:16:39",
@ -47,6 +48,7 @@
"ignore_pricing_rule",
"sec_warehouse",
"set_warehouse",
"set_reserve_warehouse",
"col_break_warehouse",
"is_subcontracted",
"supplier_warehouse",
@ -340,6 +342,7 @@
"fieldname": "contact_email",
"fieldtype": "Small Text",
"label": "Contact Email",
"options": "Email",
"print_hide": 1,
"read_only": 1
},
@ -1039,12 +1042,20 @@
"fieldtype": "Link",
"label": "Tax Category",
"options": "Tax Category"
},
{
"depends_on": "supplied_items",
"fieldname": "set_reserve_warehouse",
"fieldtype": "Link",
"label": "Set Reserve Warehouse",
"options": "Warehouse"
}
],
"icon": "fa fa-file-text",
"idx": 105,
"is_submittable": 1,
"modified": "2019-07-11 18:25:49.509343",
"links": [],
"modified": "2019-12-24 12:44:13.137194",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order",

3
erpnext/buying/doctype/purchase_order/regional/india.js Normal file
View File

@ -0,0 +1,3 @@
{% include "erpnext/regional/india/taxes.js" %}
erpnext.setup_auto_gst_taxation('Purchase Order');

67
erpnext/buying/doctype/purchase_order/test_purchase_order.py
View File

@ -118,6 +118,73 @@ class TestPurchaseOrder(unittest.TestCase):
self.assertEqual(po.get("items")[0].amount, 1400)
self.assertEqual(get_ordered_qty(), existing_ordered_qty + 3)
def test_add_new_item_in_update_child_qty_rate(self):
po = create_purchase_order(do_not_save=1)
po.items[0].qty = 4
po.save()
po.submit()
pr = make_pr_against_po(po.name, 2)
po.load_from_db()
first_item_of_po = po.get("items")[0]
trans_item = json.dumps([
{
'item_code': first_item_of_po.item_code,
'rate': first_item_of_po.rate,
'qty': first_item_of_po.qty,
'docname': first_item_of_po.name
},
{'item_code' : '_Test Item', 'rate' : 200, 'qty' : 7}
])
update_child_qty_rate('Purchase Order', trans_item, po.name)
po.reload()
self.assertEquals(len(po.get('items')), 2)
self.assertEqual(po.status, 'To Receive and Bill')
def test_remove_item_in_update_child_qty_rate(self):
po = create_purchase_order(do_not_save=1)
po.items[0].qty = 4
po.save()
po.submit()
pr = make_pr_against_po(po.name, 2)
po.reload()
first_item_of_po = po.get("items")[0]
# add an item
trans_item = json.dumps([
{
'item_code': first_item_of_po.item_code,
'rate': first_item_of_po.rate,
'qty': first_item_of_po.qty,
'docname': first_item_of_po.name
},
{'item_code' : '_Test Item', 'rate' : 200, 'qty' : 7}])
update_child_qty_rate('Purchase Order', trans_item, po.name)
po.reload()
# check if can remove received item
trans_item = json.dumps([{'item_code' : '_Test Item', 'rate' : 200, 'qty' : 7, 'docname': po.get("items")[1].name}])
self.assertRaises(frappe.ValidationError, update_child_qty_rate, 'Purchase Order', trans_item, po.name)
first_item_of_po = po.get("items")[0]
trans_item = json.dumps([
{
'item_code': first_item_of_po.item_code,
'rate': first_item_of_po.rate,
'qty': first_item_of_po.qty,
'docname': first_item_of_po.name
}
])
update_child_qty_rate('Purchase Order', trans_item, po.name)
po.reload()
self.assertEquals(len(po.get('items')), 1)
self.assertEqual(po.status, 'To Receive and Bill')
def test_update_qty(self):
po = create_purchase_order()

13
erpnext/buying/doctype/purchase_order_item/purchase_order_item.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"autoname": "hash",
"creation": "2013-05-24 19:29:06",
"doctype": "DocType",
@ -43,6 +44,7 @@
"base_amount",
"pricing_rules",
"is_free_item",
"is_fixed_asset",
"section_break_29",
"net_rate",
"net_amount",
@ -708,11 +710,20 @@
"fieldname": "against_blanket_order",
"fieldtype": "Check",
"label": "Against Blanket Order"
},
{
"default": "0",
"fetch_from": "item_code.is_fixed_asset",
"fieldname": "is_fixed_asset",
"fieldtype": "Check",
"label": "Is Fixed Asset",
"read_only": 1
}
],
"idx": 1,
"istable": 1,
"modified": "2019-11-19 14:10:52.865006",
"links": [],
"modified": "2019-12-06 13:17:12.142799",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item",

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

@ -138,7 +138,7 @@ def refresh_scorecards():
# Check to see if any new scorecard periods are created
if make_all_scorecards(sc.name) > 0:
# Save the scorecard to update the score and standings
sc.save()
frappe.get_doc('Supplier Scorecard', sc.name).save()
@frappe.whitelist()

12
erpnext/buying/setup_wizard_slide/add_a_few_suppliers/add_a_few_suppliers.json → erpnext/buying/onboarding_slide/add_a_few_suppliers/add_a_few_suppliers.json
View File

@ -3,18 +3,19 @@
"app": "ERPNext",
"creation": "2019-11-15 14:45:32.626641",
"docstatus": 0,
"doctype": "Setup Wizard Slide",
"doctype": "Onboarding Slide",
"domains": [],
"help_links": [
{
"label": "Supplier",
"label": "Learn More",
"video_id": "zsrrVDk6VBs"
}
],
"idx": 0,
"image_src": "/assets/erpnext/images/illustrations/supplier.png",
"image_src": "",
"is_completed": 0,
"max_count": 3,
"modified": "2019-11-26 18:26:25.498325",
"modified": "2019-12-09 17:54:18.452038",
"modified_by": "Administrator",
"name": "Add A Few Suppliers",
"owner": "Administrator",
@ -44,6 +45,5 @@
],
"slide_order": 50,
"slide_title": "Add A Few Suppliers",
"slide_type": "Create",
"submit_method": ""
"slide_type": "Create"
}

25
erpnext/controllers/accounts_controller.py
View File

@ -319,8 +319,8 @@ class AccountsController(TransactionBase):
if item.get('discount_amount'):
item.rate = item.price_list_rate - item.discount_amount
elif pricing_rule_args.get('free_item'):
apply_pricing_rule_for_free_items(self, pricing_rule_args)
elif pricing_rule_args.get('free_item_data'):
apply_pricing_rule_for_free_items(self, pricing_rule_args.get('free_item_data'))
elif pricing_rule_args.get("validate_applied_rule"):
for pricing_rule in get_applied_pricing_rules(item):
@ -1155,6 +1155,25 @@ def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docna
child_item.base_amount = 1 # Initiallize value will update in parent validation
return child_item
def check_and_delete_children(parent, data):
deleted_children = []
updated_item_names = [d.get("docname") for d in data]
for item in parent.items:
if item.name not in updated_item_names:
deleted_children.append(item)
for d in deleted_children:
if parent.doctype == "Sales Order" and flt(d.delivered_qty):
frappe.throw(_("Row #{0}: Cannot delete item {1} which has already been delivered").format(d.idx, d.item_code))
if parent.doctype == "Purchase Order" and flt(d.received_qty):
frappe.throw(_("Row #{0}: Cannot delete item {1} which has already been received").format(d.idx, d.item_code))
if flt(d.billed_amt):
frappe.throw(_("Row #{0}: Cannot delete item {1} which has already been billed.").format(d.idx, d.item_code))
d.cancel()
d.delete()
@frappe.whitelist()
def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, child_docname="items"):
@ -1163,6 +1182,8 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
sales_doctypes = ['Sales Order', 'Sales Invoice', 'Delivery Note', 'Quotation']
parent = frappe.get_doc(parent_doctype, parent_doctype_name)
check_and_delete_children(parent, data)
for d in data:
new_child_flag = False
if not d.get("docname"):

13
erpnext/controllers/buying_controller.py
View File

@ -265,16 +265,17 @@ class BuyingController(StockController):
fg_yet_to_be_received = qty_to_be_received_map.get(item_key)
raw_material_data = backflushed_raw_materials_map.get(item_key, {})
consumed_qty = raw_material_data.get('qty', 0)
consumed_serial_nos = raw_material_data.get('serial_nos', '')
consumed_batch_nos = raw_material_data.get('batch_nos', '')
transferred_batch_qty_map = get_transferred_batch_qty_map(item.purchase_order, item.item_code)
backflushed_batch_qty_map = get_backflushed_batch_qty_map(item.purchase_order, item.item_code)
for raw_material in transferred_raw_materials + non_stock_items:
rm_item_key = '{}{}'.format(raw_material.rm_item_code, item.purchase_order)
raw_material_data = backflushed_raw_materials_map.get(rm_item_key, {})
consumed_qty = raw_material_data.get('qty', 0)
consumed_serial_nos = raw_material_data.get('serial_nos', '')
consumed_batch_nos = raw_material_data.get('batch_nos', '')
transferred_qty = raw_material.qty
rm_qty_to_be_consumed = transferred_qty - consumed_qty

2
erpnext/controllers/queries.py
View File

@ -311,6 +311,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
and sle.item_code = %(item_code)s
and sle.warehouse = %(warehouse)s
and (sle.batch_no like %(txt)s
or batch.expiry_date like %(txt)s
or batch.manufacturing_date like %(txt)s)
and batch.docstatus < 2
{cond}
@ -329,6 +330,7 @@ def get_batch_no(doctype, txt, searchfield, start, page_len, filters):
where batch.disabled = 0
and item = %(item_code)s
and (name like %(txt)s
or expiry_date like %(txt)s
or manufacturing_date like %(txt)s)
and docstatus < 2
{0}

7
erpnext/controllers/selling_controller.py
View File

@ -148,13 +148,6 @@ class SellingController(StockController):
if sales_team and total != 100.0:
throw(_("Total allocated percentage for sales team should be 100"))
def validate_order_type(self):
valid_types = ["Sales", "Maintenance", "Shopping Cart"]
if not self.order_type:
self.order_type = "Sales"
elif self.order_type not in valid_types:
throw(_("Order Type must be one of {0}").format(comma_or(valid_types)))
def validate_max_discount(self):
for d in self.get("items"):
if d.item_code:

8
erpnext/crm/doctype/appointment/appointment.py
View File

@ -11,7 +11,7 @@ from datetime import timedelta
import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import get_url
from frappe.utils import get_url, getdate
from frappe.utils.verified_command import verify_request, get_signed_params
@ -117,7 +117,7 @@ class Appointment(Document):
if self._assign:
return
available_agents = _get_agents_sorted_by_asc_workload(
self.scheduled_time.date())
getdate(self.scheduled_time))
for agent in available_agents:
if(_check_agent_availability(agent, self.scheduled_time)):
agent = agent[0]
@ -171,7 +171,7 @@ class Appointment(Document):
self.save(ignore_permissions=True)
def _get_verify_url(self):
verify_route = '/book-appointment/verify'
verify_route = '/book_appointment/verify'
params = {
'email': self.customer_email,
'appointment': self.name
@ -189,7 +189,7 @@ def _get_agents_sorted_by_asc_workload(date):
assigned_to = frappe.parse_json(appointment._assign)
if not assigned_to:
continue
if (assigned_to[0] in agent_list) and appointment.scheduled_time.date() == date:
if (assigned_to[0] in agent_list) and getdate(appointment.scheduled_time) == date:
appointment_counter[assigned_to[0]] += 1
sorted_agent_list = appointment_counter.most_common()
sorted_agent_list.reverse()

55
erpnext/crm/doctype/lead/lead.js
View File

@ -1,4 +1,4 @@
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
// Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and Contributors
// License: GNU General Public License v3. See license.txt
frappe.provide("erpnext");
@ -7,57 +7,54 @@ cur_frm.email_field = "email_id";
erpnext.LeadController = frappe.ui.form.Controller.extend({
setup: function () {
this.frm.make_methods = {
'Customer': this.make_customer,
'Quotation': this.make_quotation,
'Opportunity': this.create_opportunity
}
this.frm.fields_dict.customer.get_query = function (doc, cdt, cdn) {
return { query: "erpnext.controllers.queries.customer_query" }
}
'Opportunity': this.make_opportunity
};
this.frm.toggle_reqd("lead_name", !this.frm.doc.organization_lead);
},
onload: function () {
if (cur_frm.fields_dict.lead_owner.df.options.match(/^User/)) {
cur_frm.fields_dict.lead_owner.get_query = function (doc, cdt, cdn) {
return { query: "frappe.core.doctype.user.user.user_query" }
}
}
this.frm.set_query("customer", function (doc, cdt, cdn) {
return { query: "erpnext.controllers.queries.customer_query" }
});
if (cur_frm.fields_dict.contact_by.df.options.match(/^User/)) {
cur_frm.fields_dict.contact_by.get_query = function (doc, cdt, cdn) {
return { query: "frappe.core.doctype.user.user.user_query" }
}
}
this.frm.set_query("lead_owner", function (doc, cdt, cdn) {
return { query: "frappe.core.doctype.user.user.user_query" }
});
this.frm.set_query("contact_by", function (doc, cdt, cdn) {
return { query: "frappe.core.doctype.user.user.user_query" }
});
},
refresh: function () {
var doc = this.frm.doc;
let doc = this.frm.doc;
erpnext.toggle_naming_series();
frappe.dynamic_link = { doc: doc, fieldname: 'name', doctype: 'Lead' }
if(!doc.__islocal && doc.__onload && !doc.__onload.is_customer) {
this.frm.add_custom_button(__("Customer"), this.create_customer, __('Create'));
this.frm.add_custom_button(__("Opportunity"), this.create_opportunity, __('Create'));
this.frm.add_custom_button(__("Quotation"), this.make_quotation, __('Create'));
if (!this.frm.is_new() && doc.__onload && !doc.__onload.is_customer) {
this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
this.frm.add_custom_button(__("Opportunity"), this.make_opportunity, __("Create"));
this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
}
if (!this.frm.doc.__islocal) {
frappe.contacts.render_address_and_contact(cur_frm);
if (!this.frm.is_new()) {
frappe.contacts.render_address_and_contact(this.frm);
} else {
frappe.contacts.clear_address_and_contact(cur_frm);
frappe.contacts.clear_address_and_contact(this.frm);
}
},
create_customer: function () {
make_customer: function () {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_customer",
frm: cur_frm
})
},
create_opportunity: function () {
make_opportunity: function () {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
frm: cur_frm
@ -77,7 +74,7 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
},
company_name: function () {
if (this.frm.doc.organization_lead == 1) {
if (this.frm.doc.organization_lead && !this.frm.doc.lead_name) {
this.frm.set_value("lead_name", this.frm.doc.company_name);
}
},
@ -85,7 +82,7 @@ erpnext.LeadController = frappe.ui.form.Controller.extend({
contact_date: function () {
if (this.frm.doc.contact_date) {
let d = moment(this.frm.doc.contact_date);
d.add(1, "hours");
d.add(1, "day");
this.frm.set_value("ends_on", d.format(frappe.defaultDatetimeFormat));
}
}

177
erpnext/crm/doctype/lead/lead.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_events_in_timeline": 1,
"allow_import": 1,
"autoname": "naming_series:",
@ -16,6 +17,8 @@
"col_break123",
"lead_owner",
"status",
"salutation",
"designation",
"gender",
"source",
"customer",
@ -28,17 +31,22 @@
"ends_on",
"notes_section",
"notes",
"contact_info",
"address_desc",
"address_info",
"address_html",
"address_title",
"address_line1",
"address_line2",
"city",
"county",
"column_break2",
"contact_html",
"state",
"country",
"pincode",
"contact_section",
"phone",
"salutation",
"mobile_no",
"fax",
"website",
"territory",
"more_info",
"type",
"market_segment",
@ -46,8 +54,11 @@
"request_type",
"column_break3",
"company",
"website",
"territory",
"unsubscribed",
"blog_subscriber"
"blog_subscriber",
"title"
],
"fields": [
{
@ -73,7 +84,6 @@
"set_only_once": 1
},
{
"depends_on": "eval:!doc.organization_lead",
"fieldname": "lead_name",
"fieldtype": "Data",
"in_global_search": 1,
@ -130,7 +140,13 @@
"search_index": 1
},
{
"depends_on": "eval:!doc.organization_lead",
"depends_on": "eval: doc.__islocal",
"fieldname": "salutation",
"fieldtype": "Link",
"label": "Salutation",
"options": "Salutation"
},
{
"fieldname": "gender",
"fieldtype": "Link",
"label": "Gender",
@ -216,40 +232,74 @@
"fieldtype": "Text Editor",
"label": "Notes"
},
{
"collapsible": 1,
"fieldname": "contact_info",
"fieldtype": "Section Break",
"label": "Address & Contact",
"oldfieldtype": "Column Break",
"options": "fa fa-map-marker"
},
{
"depends_on": "eval:doc.__islocal",
"fieldname": "address_desc",
"fieldtype": "HTML",
"label": "Address Desc",
"print_hide": 1
},
{
"fieldname": "address_html",
"fieldtype": "HTML",
"label": "Address HTML",
"read_only": 1
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "address_title",
"fieldtype": "Data",
"label": "Address Title"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "address_line1",
"fieldtype": "Data",
"label": "Address Line 1"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "address_line2",
"fieldtype": "Data",
"label": "Address Line 2"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "city",
"fieldtype": "Data",
"label": "City/Town"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "county",
"fieldtype": "Data",
"label": "County"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "state",
"fieldtype": "Data",
"label": "State"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "country",
"fieldtype": "Link",
"label": "Country",
"options": "Country"
},
{
"depends_on": "eval: doc.__islocal",
"fieldname": "pincode",
"fieldtype": "Data",
"label": "Postal Code",
"options": "Country"
},
{
"fieldname": "column_break2",
"fieldtype": "Column Break"
},
{
"depends_on": "eval:doc.organization_lead",
"fieldname": "contact_html",
"fieldtype": "HTML",
"label": "Contact HTML",
"read_only": 1
},
{
"depends_on": "eval:!doc.organization_lead",
"depends_on": "eval: doc.__islocal",
"fieldname": "phone",
"fieldtype": "Data",
"label": "Phone",
@ -257,14 +307,7 @@
"oldfieldtype": "Data"
},
{
"depends_on": "eval:!doc.organization_lead",
"fieldname": "salutation",
"fieldtype": "Link",
"label": "Salutation",
"options": "Salutation"
},
{
"depends_on": "eval:!doc.organization_lead",
"depends_on": "eval: doc.__islocal",
"fieldname": "mobile_no",
"fieldtype": "Data",
"label": "Mobile No.",
@ -272,29 +315,13 @@
"oldfieldtype": "Data"
},
{
"depends_on": "eval:!doc.organization_lead",
"depends_on": "eval: doc.__islocal",
"fieldname": "fax",
"fieldtype": "Data",
"label": "Fax",
"oldfieldname": "fax",
"oldfieldtype": "Data"
},
{
"fieldname": "website",
"fieldtype": "Data",
"label": "Website",
"oldfieldname": "website",
"oldfieldtype": "Data"
},
{
"fieldname": "territory",
"fieldtype": "Link",
"label": "Territory",
"oldfieldname": "territory",
"oldfieldtype": "Link",
"options": "Territory",
"print_hide": 1
},
{
"collapsible": 1,
"fieldname": "more_info",
@ -350,6 +377,22 @@
"options": "Company",
"remember_last_selected_value": 1
},
{
"fieldname": "website",
"fieldtype": "Data",
"label": "Website",
"oldfieldname": "website",
"oldfieldtype": "Data"
},
{
"fieldname": "territory",
"fieldtype": "Link",
"label": "Territory",
"oldfieldname": "territory",
"oldfieldtype": "Link",
"options": "Territory",
"print_hide": 1
},
{
"default": "0",
"fieldname": "unsubscribed",
@ -361,12 +404,42 @@
"fieldname": "blog_subscriber",
"fieldtype": "Check",
"label": "Blog Subscriber"
},
{
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"print_hide": 1
},
{
"fieldname": "designation",
"fieldtype": "Link",
"label": "Designation",
"options": "Designation"
},
{
"collapsible": 1,
"collapsible_depends_on": "eval: doc.__islocal",
"fieldname": "address_info",
"fieldtype": "Section Break",
"label": "Address & Contact",
"oldfieldtype": "Column Break",
"options": "fa fa-map-marker"
},
{
"collapsible": 1,
"collapsible_depends_on": "eval: doc.__islocal",
"fieldname": "contact_section",
"fieldtype": "Section Break",
"label": "Contact"
}
],
"icon": "fa fa-user",
"idx": 5,
"image_field": "image",
"modified": "2019-09-19 12:49:02.536647",
"links": [],
"modified": "2019-12-24 16:00:44.239168",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead",
@ -438,5 +511,5 @@
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "lead_name"
"title_field": "title"
}

147
erpnext/crm/doctype/lead/lead.py
View File

@ -2,18 +2,19 @@
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import (cstr, validate_email_address, cint, comma_and, has_gravatar, now, getdate, nowdate)
from frappe.model.mapper import get_mapped_doc
from erpnext.controllers.selling_controller import SellingController
from frappe.contacts.address_and_contact import load_address_and_contact
import frappe
from erpnext.accounts.party import set_taxes
from erpnext.controllers.selling_controller import SellingController
from frappe import _
from frappe.contacts.address_and_contact import load_address_and_contact
from frappe.email.inbox import link_communication_to_document
from frappe.model.mapper import get_mapped_doc
from frappe.utils import cint, comma_and, cstr, getdate, has_gravatar, nowdate, validate_email_address
sender_field = "email_id"
class Lead(SellingController):
def get_feed(self):
return '{0}: {1}'.format(_(self.status), self.lead_name)
@ -23,15 +24,23 @@ class Lead(SellingController):
self.get("__onload").is_customer = customer
load_address_and_contact(self)
def before_insert(self):
self.address_doc = self.create_address()
self.contact_doc = self.create_contact()
def after_insert(self):
self.update_links()
# after the address and contact are created, flush the field values
# to avoid inconsistent reporting in case the documents are changed
self.flush_address_and_contact_fields()
def validate(self):
self.set_lead_name()
self.set_title()
self._prev = frappe._dict({
"contact_date": frappe.db.get_value("Lead", self.name, "contact_date") if \
(not cint(self.get("__islocal"))) else None,
"ends_on": frappe.db.get_value("Lead", self.name, "ends_on") if \
(not cint(self.get("__islocal"))) else None,
"contact_by": frappe.db.get_value("Lead", self.name, "contact_by") if \
(not cint(self.get("__islocal"))) else None,
"contact_date": frappe.db.get_value("Lead", self.name, "contact_date") if (not cint(self.is_new())) else None,
"ends_on": frappe.db.get_value("Lead", self.name, "ends_on") if (not cint(self.is_new())) else None,
"contact_by": frappe.db.get_value("Lead", self.name, "contact_by") if (not cint(self.is_new())) else None,
})
self.set_status()
@ -39,7 +48,7 @@ class Lead(SellingController):
if self.email_id:
if not self.flags.ignore_email_validation:
validate_email_address(self.email_id, True)
validate_email_address(self.email_id, throw=True)
if self.email_id == self.lead_owner:
frappe.throw(_("Lead Owner cannot be same as the Lead"))
@ -53,8 +62,7 @@ class Lead(SellingController):
if self.contact_date and getdate(self.contact_date) < getdate(nowdate()):
frappe.throw(_("Next Contact Date cannot be in the past"))
if self.ends_on and self.contact_date and\
(self.ends_on < self.contact_date):
if self.ends_on and self.contact_date and (self.ends_on < self.contact_date):
frappe.throw(_("Ends On date cannot be before Next Contact Date."))
def on_update(self):
@ -66,23 +74,21 @@ class Lead(SellingController):
"starts_on": self.contact_date,
"ends_on": self.ends_on or "",
"subject": ('Contact ' + cstr(self.lead_name)),
"description": ('Contact ' + cstr(self.lead_name)) + \
(self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
}, force)
def check_email_id_is_unique(self):
if self.email_id:
# validate email is unique
duplicate_leads = frappe.db.sql_list("""select name from tabLead
where email_id=%s and name!=%s""", (self.email_id, self.name))
duplicate_leads = frappe.get_all("Lead", filters={"email_id": self.email_id, "name": ["!=", self.name]})
duplicate_leads = [lead.name for lead in duplicate_leads]
if duplicate_leads:
frappe.throw(_("Email Address must be unique, already exists for {0}")
.format(comma_and(duplicate_leads)), frappe.DuplicateEntryError)
def on_trash(self):
frappe.db.sql("""update `tabIssue` set lead='' where lead=%s""",
self.name)
frappe.db.sql("""update `tabIssue` set lead='' where lead=%s""", self.name)
self.delete_events()
@ -115,10 +121,101 @@ class Lead(SellingController):
self.lead_name = self.company_name
def set_title(self):
if self.organization_lead:
self.title = self.company_name
else:
self.title = self.lead_name
def create_address(self):
address_fields = ["address_title", "address_line1", "address_line2",
"city", "county", "state", "country", "pincode"]
info_fields = ["email_id", "phone", "fax"]
# do not create an address if no fields are available,
# skipping country since the system auto-sets it from system defaults
if not any([self.get(field) for field in address_fields if field != "country"]):
return
address = frappe.new_doc("Address")
address.update({addr_field: self.get(addr_field) for addr_field in address_fields})
address.update({info_field: self.get(info_field) for info_field in info_fields})
address.insert()
return address
def create_contact(self):
if not self.lead_name:
self.set_lead_name()
names = self.lead_name.split(" ")
if len(names) > 1:
first_name, last_name = names[0], " ".join(names[1:])
else:
first_name, last_name = self.lead_name, None
contact = frappe.new_doc("Contact")
contact.update({
"first_name": first_name,
"last_name": last_name,
"salutation": self.salutation,
"gender": self.gender,
"designation": self.designation,
})
if self.email_id:
contact.append("email_ids", {
"email_id": self.email_id,
"is_primary": 1
})
if self.phone:
contact.append("phone_nos", {
"phone": self.phone,
"is_primary": 1
})
if self.mobile_no:
contact.append("phone_nos", {
"phone": self.mobile_no
})
contact.insert()
return contact
def update_links(self):
# update address links
if self.address_doc:
self.address_doc.append("links", {
"link_doctype": "Lead",
"link_name": self.name,
"link_title": self.lead_name
})
self.address_doc.save()
# update contact links
if self.contact_doc:
self.contact_doc.append("links", {
"link_doctype": "Lead",
"link_name": self.name,
"link_title": self.lead_name
})
self.contact_doc.save()
def flush_address_and_contact_fields(self):
fields = ['address_line1', 'address_line2', 'address_title',
'city', 'county', 'country', 'fax', 'pincode', 'state']
for field in fields:
self.set(field, None)
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
return _make_customer(source_name, target_doc)
def _make_customer(source_name, target_doc=None, ignore_permissions=False):
def set_missing_values(source, target):
if source.company_name:
@ -143,6 +240,7 @@ def _make_customer(source_name, target_doc=None, ignore_permissions=False):
return doclist
@frappe.whitelist()
def make_opportunity(source_name, target_doc=None):
def set_missing_values(source, target):
@ -164,6 +262,7 @@ def make_opportunity(source_name, target_doc=None):
return target_doc
@frappe.whitelist()
def make_quotation(source_name, target_doc=None):
def set_missing_values(source, target):
@ -205,7 +304,8 @@ def _set_missing_values(source, target):
@frappe.whitelist()
def get_lead_details(lead, posting_date=None, company=None):
if not lead: return {}
if not lead:
return {}
from erpnext.accounts.party import set_address_details
out = frappe._dict()
@ -231,6 +331,7 @@ def get_lead_details(lead, posting_date=None, company=None):
return out
@frappe.whitelist()
def make_lead_from_communication(communication, ignore_communication_links=False):
""" raise a issue from email """
@ -267,4 +368,4 @@ def get_lead_with_phone_number(number):
lead = leads[0].name if leads else None
return lead
return lead

9
erpnext/education/doctype/instructor/instructor.py
View File

@ -22,3 +22,12 @@ class Instructor(Document):
self.name = self.employee
elif naming_method == 'Full Name':
self.name = self.instructor_name
def validate(self):
self.validate_duplicate_employee()
def validate_duplicate_employee(self):
if self.employee and frappe.db.get_value("Instructor", {'employee': self.employee, 'name': ['!=', self.name]}, 'name'):
frappe.throw(_("Employee ID is linked with another instructor"))

17
erpnext/education/doctype/student/student.js
View File

@ -31,7 +31,7 @@ frappe.ui.form.on('Student', {
frappe.ui.form.on('Student Guardian', {
guardians_add: function(frm){
frm.fields_dict['guardians'].grid.get_field('guardian').get_query = function(doc){
var guardian_list = [];
let guardian_list = [];
if(!doc.__islocal) guardian_list.push(doc.guardian);
$.each(doc.guardians, function(idx, val){
if (val.guardian) guardian_list.push(val.guardian);
@ -40,3 +40,18 @@ frappe.ui.form.on('Student Guardian', {
};
}
});
frappe.ui.form.on('Student Sibling', {
siblings_add: function(frm){
frm.fields_dict['siblings'].grid.get_field('student').get_query = function(doc){
let sibling_list = [frm.doc.name];
$.each(doc.siblings, function(idx, val){
if (val.student && val.studying_in_same_institute == 'YES') {
sibling_list.push(val.student);
}
});
return { filters: [['Student', 'name', 'not in', sibling_list]] };
};
}
});

9
erpnext/education/doctype/student/student.py
View File

@ -5,12 +5,14 @@
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
from frappe.utils import getdate,today
from frappe import _
from frappe.desk.form.linked_with import get_linked_doctypes
from erpnext.education.utils import check_content_completion, check_quiz_completion
class Student(Document):
def validate(self):
self.title = " ".join(filter(None, [self.first_name, self.middle_name, self.last_name]))
self.validate_dates()
if self.student_applicant:
self.check_unique()
@ -19,6 +21,13 @@ class Student(Document):
if frappe.get_value("Student", self.name, "title") != self.title:
self.update_student_name_in_linked_doctype()
def validate_dates(self):
if self.date_of_birth and getdate(self.date_of_birth) >= getdate(today()):
frappe.throw(_("Date of Birth cannot be greater than today."))
if self.joining_date and self.date_of_leaving and getdate(self.joining_date) > getdate(self.date_of_leaving):
frappe.throw(_("Joining Date can not be greater than Leaving Date"))
def update_student_name_in_linked_doctype(self):
linked_doctypes = get_linked_doctypes("Student")
for d in linked_doctypes:

12
erpnext/education/doctype/student_group/student_group.js
View File

@ -122,3 +122,15 @@ frappe.ui.form.on("Student Group", {
}
}
});
frappe.ui.form.on('Student Group Instructor', {
instructors_add: function(frm){
frm.fields_dict['instructors'].grid.get_field('instructor').get_query = function(doc){
let instructor_list = [];
$.each(doc.instructors, function(idx, val){
instructor_list.push(val.instructor);
});
return { filters: [['Instructor', 'name', 'not in', instructor_list]] };
};
}
});

7
erpnext/hooks.py
View File

@ -180,6 +180,7 @@ standard_portal_menu_items = [
{"title": _("Admission"), "route": "/admissions", "reference_doctype": "Student Admission", "role": "Student"},
{"title": _("Certification"), "route": "/certification", "reference_doctype": "Certification Application", "role": "Non Profit Portal User"},
{"title": _("Material Request"), "route": "/material-requests", "reference_doctype": "Material Request", "role": "Customer"},
{"title": _("Appointment Booking"), "route": "/book_appointment"},
]
default_roles = [
@ -246,10 +247,10 @@ doc_events = {
"on_trash": "erpnext.regional.check_deletion_permission"
},
'Address': {
'validate': ['erpnext.regional.india.utils.validate_gstin_for_india', 'erpnext.regional.italy.utils.set_state_code']
'validate': ['erpnext.regional.india.utils.validate_gstin_for_india', 'erpnext.regional.italy.utils.set_state_code', 'erpnext.regional.india.utils.update_gst_category']
},
('Sales Invoice', 'Purchase Invoice', 'Delivery Note'): {
'validate': 'erpnext.regional.india.utils.set_place_of_supply'
('Sales Invoice', 'Sales Order', 'Delivery Note', 'Purchase Invoice', 'Purchase Order', 'Purchase Receipt'): {
'validate': ['erpnext.regional.india.utils.set_place_of_supply']
},
"Contact": {
"on_trash": "erpnext.support.doctype.issue.issue.update_issue",

73
erpnext/hr/doctype/compensatory_leave_request/compensatory_leave_request.py
View File

@ -5,9 +5,10 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import date_diff, add_days, getdate
from frappe.utils import date_diff, add_days, getdate, cint
from frappe.model.document import Document
from erpnext.hr.utils import validate_dates, validate_overlap, get_leave_period, get_holidays_for_employee
from erpnext.hr.utils import validate_dates, validate_overlap, get_leave_period, \
get_holidays_for_employee, create_additional_leave_ledger_entry
class CompensatoryLeaveRequest(Document):
@ -25,16 +26,14 @@ class CompensatoryLeaveRequest(Document):
frappe.throw(_("Leave Type is madatory"))
def validate_attendance(self):
query = """select attendance_date, status
from `tabAttendance` where
attendance_date between %(work_from_date)s and %(work_end_date)s
and docstatus=1 and status = 'Present' and employee=%(employee)s"""
attendance = frappe.get_all('Attendance',
filters={
'attendance_date': ['between', (self.work_from_date, self.work_end_date)],
'status': 'Present',
'docstatus': 1,
'employee': self.employee
}, fields=['attendance_date', 'status'])
attendance = frappe.db.sql(query, {
"work_from_date": self.work_from_date,
"work_end_date": self.work_end_date,
"employee": self.employee
}, as_dict=True)
if len(attendance) < date_diff(self.work_end_date, self.work_from_date) + 1:
frappe.throw(_("You are not present all day(s) between compensatory leave request days"))
@ -50,13 +49,19 @@ class CompensatoryLeaveRequest(Document):
date_difference -= 0.5
leave_period = get_leave_period(self.work_from_date, self.work_end_date, company)
if leave_period:
leave_allocation = self.exists_allocation_for_period(leave_period)
leave_allocation = self.get_existing_allocation_for_period(leave_period)
if leave_allocation:
leave_allocation.new_leaves_allocated += date_difference
leave_allocation.submit()
leave_allocation.validate()
leave_allocation.db_set("new_leaves_allocated", leave_allocation.total_leaves_allocated)
leave_allocation.db_set("total_leaves_allocated", leave_allocation.total_leaves_allocated)
# generate additional ledger entry for the new compensatory leaves off
create_additional_leave_ledger_entry(leave_allocation, date_difference, add_days(self.work_end_date, 1))
else:
leave_allocation = self.create_leave_allocation(leave_period, date_difference)
self.db_set("leave_allocation", leave_allocation.name)
self.leave_allocation=leave_allocation.name
else:
frappe.throw(_("There is no leave period in between {0} and {1}").format(self.work_from_date, self.work_end_date))
@ -68,11 +73,16 @@ class CompensatoryLeaveRequest(Document):
leave_allocation = frappe.get_doc("Leave Allocation", self.leave_allocation)
if leave_allocation:
leave_allocation.new_leaves_allocated -= date_difference
if leave_allocation.total_leaves_allocated - date_difference <= 0:
leave_allocation.total_leaves_allocated = 0
leave_allocation.submit()
if leave_allocation.new_leaves_allocated - date_difference <= 0:
leave_allocation.new_leaves_allocated = 0
leave_allocation.validate()
leave_allocation.db_set("new_leaves_allocated", leave_allocation.total_leaves_allocated)
leave_allocation.db_set("total_leaves_allocated", leave_allocation.total_leaves_allocated)
def exists_allocation_for_period(self, leave_period):
# create reverse entry on cancelation
create_additional_leave_ledger_entry(leave_allocation, date_difference * -1, add_days(self.work_end_date, 1))
def get_existing_allocation_for_period(self, leave_period):
leave_allocation = frappe.db.sql("""
select name
from `tabLeave Allocation`
@ -95,17 +105,18 @@ class CompensatoryLeaveRequest(Document):
def create_leave_allocation(self, leave_period, date_difference):
is_carry_forward = frappe.db.get_value("Leave Type", self.leave_type, "is_carry_forward")
allocation = frappe.new_doc("Leave Allocation")
allocation.employee = self.employee
allocation.employee_name = self.employee_name
allocation.leave_type = self.leave_type
allocation.from_date = add_days(self.work_end_date, 1)
allocation.to_date = leave_period[0].to_date
allocation.new_leaves_allocated = date_difference
allocation.total_leaves_allocated = date_difference
allocation.description = self.reason
if is_carry_forward == 1:
allocation.carry_forward = True
allocation.save(ignore_permissions = True)
allocation = frappe.get_doc(dict(
doctype="Leave Allocation",
employee=self.employee,
employee_name=self.employee_name,
leave_type=self.leave_type,
from_date=add_days(self.work_end_date, 1),
to_date=leave_period[0].to_date,
carry_forward=cint(is_carry_forward),
new_leaves_allocated=date_difference,
total_leaves_allocated=date_difference,
description=self.reason
))
allocation.insert(ignore_permissions=True)
allocation.submit()
return allocation
return allocation

157
erpnext/hr/doctype/compensatory_leave_request/test_compensatory_leave_request.py
View File

@ -5,37 +5,128 @@ from __future__ import unicode_literals
import frappe
import unittest
from frappe.utils import today, add_months, add_days
from erpnext.hr.doctype.attendance_request.test_attendance_request import get_employee
from erpnext.hr.doctype.leave_period.test_leave_period import create_leave_period
from erpnext.hr.doctype.leave_application.leave_application import get_leave_balance_on
# class TestCompensatoryLeaveRequest(unittest.TestCase):
# def get_compensatory_leave_request(self):
# return frappe.get_doc('Compensatory Leave Request', dict(
# employee = employee,
# work_from_date = today,
# work_to_date = today,
# reason = 'test'
# )).insert()
#
# def test_creation_of_leave_allocation(self):
# employee = get_employee()
# today = get_today()
#
# compensatory_leave_request = self.get_compensatory_leave_request(today)
#
# before = get_leave_balance(employee, compensatory_leave_request.leave_type)
#
# compensatory_leave_request.submit()
#
# self.assertEqual(get_leave_balance(employee, compensatory_leave_request.leave_type), before + 1)
#
# def test_max_compensatory_leave(self):
# employee = get_employee()
# today = get_today()
#
# compensatory_leave_request = self.get_compensatory_leave_request()
#
# frappe.db.set_value('Leave Type', compensatory_leave_request.leave_type, 'max_leaves_allowed', 0)
#
# self.assertRaises(MaxLeavesLimitCrossed, compensatory_leave_request.submit)
#
# frappe.db.set_value('Leave Type', compensatory_leave_request.leave_type, 'max_leaves_allowed', 10)
#
class TestCompensatoryLeaveRequest(unittest.TestCase):
def setUp(self):
frappe.db.sql(''' delete from `tabCompensatory Leave Request`''')
frappe.db.sql(''' delete from `tabLeave Ledger Entry`''')
frappe.db.sql(''' delete from `tabLeave Allocation`''')
frappe.db.sql(''' delete from `tabAttendance` where attendance_date in {0} '''.format((today(), add_days(today(), -1)))) #nosec
create_leave_period(add_months(today(), -3), add_months(today(), 3), "_Test Company")
create_holiday_list()
employee = get_employee()
employee.holiday_list = "_Test Compensatory Leave"
employee.save()
def test_leave_balance_on_submit(self):
''' check creation of leave allocation on submission of compensatory leave request '''
employee = get_employee()
mark_attendance(employee)
compensatory_leave_request = get_compensatory_leave_request(employee.name)
before = get_leave_balance_on(employee.name, compensatory_leave_request.leave_type, today())
compensatory_leave_request.submit()
self.assertEqual(get_leave_balance_on(employee.name, compensatory_leave_request.leave_type, add_days(today(), 1)), before + 1)
def test_leave_allocation_update_on_submit(self):
employee = get_employee()
mark_attendance(employee, date=add_days(today(), -1))
compensatory_leave_request = get_compensatory_leave_request(employee.name, leave_date=add_days(today(), -1))
compensatory_leave_request.submit()
# leave allocation creation on submit
leaves_allocated = frappe.db.get_value('Leave Allocation', {
'name': compensatory_leave_request.leave_allocation
}, ['total_leaves_allocated'])
self.assertEqual(leaves_allocated, 1)
mark_attendance(employee)
compensatory_leave_request = get_compensatory_leave_request(employee.name)
compensatory_leave_request.submit()
# leave allocation updates on submission of second compensatory leave request
leaves_allocated = frappe.db.get_value('Leave Allocation', {
'name': compensatory_leave_request.leave_allocation
}, ['total_leaves_allocated'])
self.assertEqual(leaves_allocated, 2)
def test_creation_of_leave_ledger_entry_on_submit(self):
''' check creation of leave ledger entry on submission of leave request '''
employee = get_employee()
mark_attendance(employee)
compensatory_leave_request = get_compensatory_leave_request(employee.name)
compensatory_leave_request.submit()
filters = dict(transaction_name=compensatory_leave_request.leave_allocation)
leave_ledger_entry = frappe.get_all('Leave Ledger Entry', fields='*', filters=filters)
self.assertEquals(len(leave_ledger_entry), 1)
self.assertEquals(leave_ledger_entry[0].employee, compensatory_leave_request.employee)
self.assertEquals(leave_ledger_entry[0].leave_type, compensatory_leave_request.leave_type)
self.assertEquals(leave_ledger_entry[0].leaves, 1)
# check reverse leave ledger entry on cancellation
compensatory_leave_request.cancel()
leave_ledger_entry = frappe.get_all('Leave Ledger Entry', fields='*', filters=filters, order_by = 'creation desc')
self.assertEquals(len(leave_ledger_entry), 2)
self.assertEquals(leave_ledger_entry[0].employee, compensatory_leave_request.employee)
self.assertEquals(leave_ledger_entry[0].leave_type, compensatory_leave_request.leave_type)
self.assertEquals(leave_ledger_entry[0].leaves, -1)
def get_compensatory_leave_request(employee, leave_date=today()):
prev_comp_leave_req = frappe.db.get_value('Compensatory Leave Request',
dict(leave_type='Compensatory Off',
work_from_date=leave_date,
work_end_date=leave_date,
employee=employee), 'name')
if prev_comp_leave_req:
return frappe.get_doc('Compensatory Leave Request', prev_comp_leave_req)
return frappe.get_doc(dict(
doctype='Compensatory Leave Request',
employee=employee,
leave_type='Compensatory Off',
work_from_date=leave_date,
work_end_date=leave_date,
reason='test'
)).insert()
def mark_attendance(employee, date=today(), status='Present'):
if not frappe.db.exists(dict(doctype='Attendance', employee=employee.name, attendance_date=date, status='Present')):
attendance = frappe.get_doc({
"doctype": "Attendance",
"employee": employee.name,
"attendance_date": date,
"status": status
})
attendance.save()
attendance.submit()
def create_holiday_list():
if frappe.db.exists("Holiday List", "_Test Compensatory Leave"):
return
holiday_list = frappe.get_doc({
"doctype": "Holiday List",
"from_date": add_months(today(), -3),
"to_date": add_months(today(), 3),
"holidays": [
{
"description": "Test Holiday",
"holiday_date": today()
},
{
"description": "Test Holiday 1",
"holiday_date": add_days(today(), -1)
}
],
"holiday_list_name": "_Test Compensatory Leave"
})
holiday_list.save()

3
erpnext/hr/doctype/employee/employee.json
View File

@ -232,7 +232,6 @@
"reqd": 1
},
{
"description": "You can enter any date manually",
"fieldname": "date_of_birth",
"fieldtype": "Date",
"label": "Date of Birth",
@ -831,4 +830,4 @@
"sort_order": "DESC",
"title_field": "employee_name",
"track_changes": 1
}
}

6
erpnext/hr/doctype/employee/employee.py
View File

@ -164,6 +164,12 @@ class Employee(NestedSet):
if self.personal_email:
validate_email_address(self.personal_email, True)
def set_preferred_email(self):
preferred_email_field = frappe.scrub(self.prefered_contact_email)
if preferred_email_field:
preferred_email = self.get(preferred_email_field)
self.prefered_email = preferred_email
def validate_status(self):
if self.status == 'Left':
reports_to = frappe.db.get_all('Employee',

29
erpnext/hr/doctype/employee_advance/employee_advance.js
View File

@ -34,7 +34,7 @@ frappe.ui.form.on('Employee Advance', {
}
else if (
frm.doc.docstatus === 1
&& flt(frm.doc.claimed_amount) < flt(frm.doc.paid_amount)
&& flt(frm.doc.claimed_amount) < flt(frm.doc.paid_amount) - flt(frm.doc.return_amount)
&& frappe.model.can_create("Expense Claim")
) {
frm.add_custom_button(
@ -45,6 +45,15 @@ frappe.ui.form.on('Employee Advance', {
__('Create')
);
}
if (frm.doc.docstatus === 1
&& (flt(frm.doc.claimed_amount) < flt(frm.doc.paid_amount))
&& frappe.model.can_create("Journal Entry")) {
frm.add_custom_button(__("Return"), function() {
frm.trigger('make_return_entry');
}, __('Create'));
}
},
make_payment_entry: function(frm) {
@ -83,6 +92,24 @@ frappe.ui.form.on('Employee Advance', {
});
},
make_return_entry: function(frm) {
frappe.call({
method: 'erpnext.hr.doctype.employee_advance.employee_advance.make_return_entry',
args: {
'employee_name': frm.doc.employee,
'company': frm.doc.company,
'employee_advance_name': frm.doc.name,
'return_amount': flt(frm.doc.paid_amount - frm.doc.claimed_amount),
'mode_of_payment': frm.doc.mode_of_payment,
'advance_account': frm.doc.advance_account
},
callback: function(r) {
const doclist = frappe.model.sync(r.message);
frappe.set_route('Form', doclist[0].doctype, doclist[0].name);
}
});
},
employee: function (frm) {
if (frm.doc.employee) {
return frappe.call({

892
erpnext/hr/doctype/employee_advance/employee_advance.json
View File

@ -1,737 +1,213 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 0,
"autoname": "naming_series:",
"beta": 0,
"creation": "2017-10-09 14:26:29.612365",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2017-10-09 14:26:29.612365",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"naming_series",
"employee",
"employee_name",
"column_break_4",
"posting_date",
"department",
"section_break_8",
"purpose",
"column_break_11",
"advance_amount",
"paid_amount",
"due_advance_amount",
"claimed_amount",
"return_amount",
"section_break_7",
"status",
"company",
"amended_from",
"column_break_18",
"advance_account",
"mode_of_payment"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "",
"fieldname": "naming_series",
"fieldtype": "Select",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
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47
erpnext/hr/doctype/employee_advance/employee_advance.py
View File

@ -7,6 +7,7 @@ import frappe, erpnext
from frappe import _
from frappe.model.document import Document
from frappe.utils import flt, nowdate
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
class EmployeeAdvanceOverPayment(frappe.ValidationError):
pass
@ -53,11 +54,25 @@ class EmployeeAdvance(Document):
and party = %s
""", (self.name, self.employee), as_dict=1)[0].paid_amount
return_amount = frappe.db.sql("""
select name, ifnull(sum(credit_in_account_currency), 0) as return_amount
from `tabGL Entry`
where against_voucher_type = 'Employee Advance'
and voucher_type != 'Expense Claim'
and against_voucher = %s
and party_type = 'Employee'
and party = %s
""", (self.name, self.employee), as_dict=1)[0].return_amount
if flt(paid_amount) > self.advance_amount:
frappe.throw(_("Row {0}# Paid Amount cannot be greater than requested advance amount"),
EmployeeAdvanceOverPayment)
if flt(return_amount) > self.paid_amount - self.claimed_amount:
frappe.throw(_("Return amount cannot be greater unclaimed amount"))
self.db_set("paid_amount", paid_amount)
self.db_set("return_amount", return_amount)
self.set_status()
frappe.db.set_value("Employee Advance", self.name , "status", self.status)
@ -88,8 +103,6 @@ def get_due_advance_amount(employee, posting_date):
@frappe.whitelist()
def make_bank_entry(dt, dn):
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
doc = frappe.get_doc(dt, dn)
payment_account = get_default_bank_cash_account(doc.company, account_type="Cash",
mode_of_payment=doc.mode_of_payment)
@ -118,3 +131,33 @@ def make_bank_entry(dt, dn):
})
return je.as_dict()
@frappe.whitelist()
def make_return_entry(employee_name, company, employee_advance_name, return_amount, mode_of_payment, advance_account):
return_account = get_default_bank_cash_account(company, account_type='Cash', mode_of_payment = mode_of_payment)
je = frappe.new_doc('Journal Entry')
je.posting_date = nowdate()
je.voucher_type = 'Bank Entry'
je.company = company
je.remark = 'Return against Employee Advance: ' + employee_advance_name
je.append('accounts', {
'account': advance_account,
'credit_in_account_currency': return_amount,
'reference_type': 'Employee Advance',
'reference_name': employee_advance_name,
'party_type': 'Employee',
'party': employee_name,
'is_advance': 'Yes'
})
je.append("accounts", {
"account": return_account.account,
"debit_in_account_currency": return_amount,
"account_currency": return_account.account_currency,
"account_type": return_account.account_type
})
return je.as_dict()

19
erpnext/hr/doctype/employee_advance/employee_advance_dashboard.py Normal file
View File

@ -0,0 +1,19 @@
from __future__ import unicode_literals
from frappe import _
def get_data():
return {
'fieldname': 'employee_advance',
'non_standard_fieldnames': {
'Payment Entry': 'reference_name',
'Journal Entry': 'reference_name'
},
'transactions': [
{
'items': ['Expense Claim']
},
{
'items': ['Payment Entry', 'Journal Entry']
}
]
}

8
erpnext/hr/doctype/employee_onboarding/employee_onboarding.js
View File

@ -7,6 +7,14 @@ frappe.ui.form.on('Employee Onboarding', {
frm.add_fetch("employee_onboarding_template", "department", "department");
frm.add_fetch("employee_onboarding_template", "designation", "designation");
frm.add_fetch("employee_onboarding_template", "employee_grade", "employee_grade");
frm.set_query('job_offer', function () {
return {
filters: {
'job_applicant': frm.doc.job_applicant
}
};
});
},
refresh: function(frm) {

102
erpnext/hr/doctype/expense_claim/expense_claim.js
View File

@ -42,12 +42,6 @@ cur_frm.cscript.onload = function(doc) {
cur_frm.set_value("posting_date", frappe.datetime.get_today());
cur_frm.cscript.clear_sanctioned(doc);
}
cur_frm.fields_dict.employee.get_query = function() {
return {
query: "erpnext.controllers.queries.employee_query"
};
};
};
cur_frm.cscript.clear_sanctioned = function(doc) {
@ -119,7 +113,7 @@ cur_frm.cscript.calculate_total_amount = function(doc,cdt,cdn){
};
erpnext.expense_claim = {
set_title :function(frm) {
set_title: function(frm) {
if (!frm.doc.task) {
frm.set_value("title", frm.doc.employee_name);
}
@ -131,20 +125,20 @@ erpnext.expense_claim = {
frappe.ui.form.on("Expense Claim", {
setup: function(frm) {
frm.trigger("set_query_for_cost_center");
frm.trigger("set_query_for_payable_account");
frm.add_fetch("company", "cost_center", "cost_center");
frm.add_fetch("company", "default_expense_claim_payable_account", "payable_account");
frm.set_query("employee_advance", "advances", function(doc) {
frm.set_query("employee_advance", "advances", function() {
return {
filters: [
['docstatus', '=', 1],
['employee', '=', doc.employee],
['employee', '=', frm.doc.employee],
['paid_amount', '>', 0],
['paid_amount', '>', 'claimed_amount']
]
};
});
frm.set_query("expense_approver", function() {
return {
query: "erpnext.hr.doctype.department_approver.department_approver.get_approvers",
@ -154,14 +148,49 @@ frappe.ui.form.on("Expense Claim", {
}
};
});
frm.set_query("account_head", "taxes", function(doc) {
frm.set_query("account_head", "taxes", function() {
return {
filters: [
['company', '=', doc.company],
['company', '=', frm.doc.company],
['account_type', 'in', ["Tax", "Chargeable", "Income Account", "Expenses Included In Valuation"]]
]
};
});
frm.set_query("cost_center", "expenses", function() {
return {
filters: {
"company": frm.doc.company,
"is_group": 0
}
};
});
frm.set_query("payable_account", function() {
return {
filters: {
"report_type": "Balance Sheet",
"account_type": "Payable",
"company": frm.doc.company,
"is_group": 0
}
};
});
frm.set_query("task", function() {
return {
filters: {
'project': frm.doc.project
}
};
});
frm.set_query("employee", function() {
return {
query: "erpnext.controllers.queries.employee_query"
};
});
},
onload: function(frm) {
@ -214,11 +243,11 @@ frappe.ui.form.on("Expense Claim", {
update_employee_advance_claimed_amount: function(frm) {
let amount_to_be_allocated = frm.doc.grand_total;
$.each(frm.doc.advances || [], function(i, advance){
if (amount_to_be_allocated >= advance.unclaimed_amount){
$.each(frm.doc.advances || [], function(i, advance) {
if (amount_to_be_allocated >= advance.unclaimed_amount) {
frm.doc.advances[i].allocated_amount = frm.doc.advances[i].unclaimed_amount;
amount_to_be_allocated -= advance.allocated_amount;
} else{
} else {
frm.doc.advances[i].allocated_amount = amount_to_be_allocated;
amount_to_be_allocated = 0;
}
@ -244,30 +273,6 @@ frappe.ui.form.on("Expense Claim", {
});
},
set_query_for_cost_center: function(frm) {
frm.fields_dict["cost_center"].get_query = function() {
return {
filters: {
"company": frm.doc.company,
"is_group": 0
}
};
};
},
set_query_for_payable_account: function(frm) {
frm.fields_dict["payable_account"].get_query = function() {
return {
filters: {
"report_type": "Balance Sheet",
"account_type": "Payable",
"company": frm.doc.company,
"is_group": 0
}
};
};
},
is_paid: function(frm) {
frm.trigger("toggle_fields");
},
@ -329,6 +334,10 @@ frappe.ui.form.on("Expense Claim", {
});
frappe.ui.form.on("Expense Claim Detail", {
expenses_add: function(frm, cdt, cdn) {
var row = frappe.get_doc(cdt, cdn);
frm.script_manager.copy_from_first_row("expenses", row, ["cost_center"]);
},
amount: function(frm, cdt, cdn) {
var child = locals[cdt][cdn];
var doc = frm.doc;
@ -341,6 +350,9 @@ frappe.ui.form.on("Expense Claim Detail", {
cur_frm.cscript.calculate_total(doc,cdt,cdn);
frm.trigger("get_taxes");
frm.trigger("calculate_grand_total");
},
cost_center: function(frm, cdt, cdn) {
erpnext.utils.copy_value_in_all_rows(frm.doc, cdt, cdn, "expenses", "cost_center");
}
});
@ -411,12 +423,4 @@ frappe.ui.form.on("Expense Taxes and Charges", {
tax_amount: function(frm, cdt, cdn) {
frm.trigger("calculate_total_tax", cdt, cdn);
}
});
cur_frm.fields_dict['task'].get_query = function(doc) {
return {
filters:{
'project': doc.project
}
};
};
});

4
erpnext/hr/doctype/expense_claim/expense_claim.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-01-10 16:34:14",
@ -366,7 +367,8 @@
"icon": "fa fa-money",
"idx": 1,
"is_submittable": 1,
"modified": "2019-11-08 14:13:08.964547",
"links": [],
"modified": "2019-12-14 23:52:05.388458",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim",

13
erpnext/hr/doctype/expense_claim/expense_claim.py
View File

@ -43,9 +43,9 @@ class ExpenseClaim(AccountsController):
}[cstr(self.docstatus or 0)]
paid_amount = flt(self.total_amount_reimbursed) + flt(self.total_advance_amount)
precision = self.precision("total_sanctioned_amount")
precision = self.precision("grand_total")
if (self.is_paid or (flt(self.total_sanctioned_amount) > 0
and flt(self.total_sanctioned_amount, precision) == flt(paid_amount, precision))) \
and flt(self.grand_total, precision) == flt(paid_amount, precision))) \
and self.docstatus == 1 and self.approval_status == 'Approved':
self.status = "Paid"
elif flt(self.total_sanctioned_amount) > 0 and self.docstatus == 1 and self.approval_status == 'Approved':
@ -127,7 +127,7 @@ class ExpenseClaim(AccountsController):
"debit": data.sanctioned_amount,
"debit_in_account_currency": data.sanctioned_amount,
"against": self.employee,
"cost_center": self.cost_center
"cost_center": data.cost_center
})
)
@ -190,8 +190,9 @@ class ExpenseClaim(AccountsController):
)
def validate_account_details(self):
if not self.cost_center:
frappe.throw(_("Cost center is required to book an expense claim"))
for data in self.expenses:
if not data.cost_center:
frappe.throw(_("Cost center is required to book an expense claim"))
if self.is_paid:
if not self.mode_of_payment:
@ -321,7 +322,7 @@ def get_expense_claim_account(expense_claim_type, company):
@frappe.whitelist()
def get_advances(employee, advance_id=None):
if not advance_id:
condition = 'docstatus=1 and employee={0} and paid_amount > 0 and paid_amount > claimed_amount'.format(frappe.db.escape(employee))
condition = 'docstatus=1 and employee={0} and paid_amount > 0 and paid_amount > claimed_amount + return_amount'.format(frappe.db.escape(employee))
else:
condition = 'name={0}'.format(frappe.db.escape(advance_id))

13
erpnext/hr/doctype/expense_claim/test_expense_claim.py
View File

@ -126,7 +126,7 @@ def generate_taxes():
def make_expense_claim(payable_account, amount, sanctioned_amount, company, account, project=None, task_name=None, do_not_submit=False, taxes=None):
employee = frappe.db.get_value("Employee", {"status": "Active"})
currency = frappe.db.get_value('Company', company, 'default_currency')
currency, cost_center = frappe.db.get_value('Company', company, ['default_currency', 'cost_center'])
expense_claim = {
"doctype": "Expense Claim",
"employee": employee,
@ -134,12 +134,15 @@ def make_expense_claim(payable_account, amount, sanctioned_amount, company, acco
"approval_status": "Approved",
"company": company,
'currency': currency,
"expenses":
[{"expense_type": "Travel",
"expenses": [{
"expense_type": "Travel",
"default_account": account,
'currency': currency,
"currency": currency,
"amount": amount,
"sanctioned_amount": sanctioned_amount}]}
"sanctioned_amount": sanctioned_amount,
"cost_center": cost_center
}]
}
if taxes:
expense_claim.update(taxes)

316
erpnext/hr/doctype/expense_claim_detail/expense_claim_detail.json
View File

@ -1,378 +1,118 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2013-02-22 01:27:46",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"expense_date",
"column_break_2",
"expense_type",
"default_account",
"section_break_4",
"description",
"section_break_6",
"amount",
"column_break_8",
"sanctioned_amount",
"cost_center"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "expense_date",
"fieldtype": "Date",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Expense Date",
"length": 0,
"no_copy": 0,
"oldfieldname": "expense_date",
"oldfieldtype": "Date",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "150px",
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"width": "150px"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_2",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "expense_type",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Expense Claim Type",
"length": 0,
"no_copy": 0,
"oldfieldname": "expense_type",
"oldfieldtype": "Link",
"options": "Expense Claim Type",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "150px",
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"width": "150px"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "expense_type",
"fieldname": "default_account",
"fieldtype": "Link",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Default Account",
"length": 0,
"no_copy": 0,
"options": "Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_4",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_from": "",
"fieldname": "description",
"fieldtype": "Text Editor",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Description",
"length": 0,
"no_copy": 0,
"oldfieldname": "description",
"oldfieldtype": "Small Text",
"options": "",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "300px",
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"width": "300px"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_6",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldtype": "Section Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "amount",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Amount",
"length": 0,
"no_copy": 0,
"oldfieldname": "claim_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "150px",
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"width": "150px"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_8",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "sanctioned_amount",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Sanctioned Amount",
"length": 0,
"no_copy": 1,
"oldfieldname": "sanctioned_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"print_width": "150px",
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"width": "150px"
},
{
"fieldname": "cost_center",
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 1,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2019-06-10 08:41:36.122565",
"modified_by": "Administrator",
"modified": "2019-11-22 11:57:25.110942",
"modified_by": "jangeles@bai.ph",
"module": "HR",
"name": "Expense Claim Detail",
"owner": "harshada@webnotestech.com",
"permissions": [],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0,
"track_views": 0
"sort_order": "DESC"
}

8
erpnext/hr/doctype/expense_claim_type/expense_claim_type.js
View File

@ -2,13 +2,13 @@
// License: GNU General Public License v3. See license.txt
frappe.ui.form.on("Expense Claim Type", {
refresh: function(frm){
frm.fields_dict["accounts"].grid.get_field("default_account").get_query = function(frm, cdt, cdn){
refresh: function(frm) {
frm.fields_dict["accounts"].grid.get_field("default_account").get_query = function(doc, cdt, cdn) {
var d = locals[cdt][cdn];
return{
return {
filters: {
"is_group": 0,
"root_type": "Expense",
"root_type": frm.doc.deferred_expense_account ? "Asset" : "Expense",
'company': d.company
}
}

225
erpnext/hr/doctype/expense_claim_type/expense_claim_type.json
View File

@ -1,181 +1,72 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:expense_type",
"beta": 0,
"creation": "2012-03-27 14:35:55",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 0,
"engine": "InnoDB",
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:expense_type",
"creation": "2012-03-27 14:35:55",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"deferred_expense_account",
"expense_type",
"description",
"accounts"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "expense_type",
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Expense Claim Type",
"length": 0,
"no_copy": 0,
"oldfieldname": "expense_type",
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"fieldname": "expense_type",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Expense Claim Type",
"oldfieldname": "expense_type",
"oldfieldtype": "Data",
"reqd": 1,
"unique": 1
},
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "description",
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Description",
"length": 0,
"no_copy": 0,
"oldfieldname": "description",
"oldfieldtype": "Small Text",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0,
"fieldname": "description",
"fieldtype": "Small Text",
"label": "Description",
"oldfieldname": "description",
"oldfieldtype": "Small Text",
"width": "300px"
},
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "accounts",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Accounts",
"length": 0,
"no_copy": 0,
"options": "Expense Claim Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"fieldname": "accounts",
"fieldtype": "Table",
"label": "Accounts",
"options": "Expense Claim Account"
},
{
"default": "0",
"fieldname": "deferred_expense_account",
"fieldtype": "Check",
"label": "Deferred Expense Account"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "fa fa-flag",
"idx": 1,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-09-18 14:13:43.770829",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim Type",
"owner": "harshada@webnotestech.com",
],
"icon": "fa fa-flag",
"idx": 1,
"modified": "2019-11-22 12:00:18.710408",
"modified_by": "jangeles@bai.ph",
"module": "HR",
"name": "Expense Claim Type",
"owner": "harshada@webnotestech.com",
"permissions": [
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 0,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "HR Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR Manager",
"share": 1,
"write": 1
},
},
{
"amend": 0,
"cancel": 0,
"create": 0,
"delete": 0,
"email": 0,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 0,
"read": 1,
"report": 0,
"role": "Employee",
"set_user_permissions": 0,
"share": 0,
"submit": 0,
"write": 0
"read": 1,
"role": "Employee"
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_order": "ASC",
"track_changes": 0,
"track_seen": 0,
"track_views": 0
],
"sort_field": "modified",
"sort_order": "ASC"
}

12
erpnext/hr/doctype/leave_allocation/leave_allocation.py
View File

@ -69,10 +69,14 @@ class LeaveAllocation(Document):
def validate_allocation_overlap(self):
leave_allocation = frappe.db.sql("""
select name from `tabLeave Allocation`
where employee=%s and leave_type=%s and docstatus=1
and to_date >= %s and from_date <= %s""",
(self.employee, self.leave_type, self.from_date, self.to_date))
SELECT
name
FROM `tabLeave Allocation`
WHERE
employee=%s AND leave_type=%s
AND name <> %s AND docstatus=1
AND to_date >= %s AND from_date <= %s""",
(self.employee, self.leave_type, self.name, self.from_date, self.to_date))
if leave_allocation:
frappe.msgprint(_("{0} already allocated for Employee {1} for period {2} to {3}")

5
erpnext/hr/doctype/leave_application/leave_application.js
View File

@ -60,6 +60,7 @@ frappe.ui.form.on("Leave Application", {
}
}
});
$("div").remove(".form-dashboard-section.custom");
frm.dashboard.add_section(
frappe.render_template('leave_application_dashboard', {
data: leave_details
@ -170,7 +171,7 @@ frappe.ui.form.on("Leave Application", {
frm.set_value('to_date', '');
return;
}
// server call is done to include holidays in leave days calculations
// server call is done to include holidays in leave days calculations
return frappe.call({
method: 'erpnext.hr.doctype.leave_application.leave_application.get_number_of_leave_days',
args: {
@ -193,7 +194,7 @@ frappe.ui.form.on("Leave Application", {
set_leave_approver: function(frm) {
if(frm.doc.employee) {
// server call is done to include holidays in leave days calculations
// server call is done to include holidays in leave days calculations
return frappe.call({
method: 'erpnext.hr.doctype.leave_application.leave_application.get_leave_approver',
args: {

29
erpnext/hr/doctype/leave_application/leave_application.py
View File

@ -54,9 +54,11 @@ class LeaveApplication(Document):
self.create_leave_ledger_entry()
self.reload()
def before_cancel(self):
self.status = "Cancelled"
def on_cancel(self):
self.create_leave_ledger_entry(submit=False)
self.status = "Cancelled"
# notify leave applier about cancellation
self.notify_employee()
self.cancel_attendance()
@ -351,7 +353,7 @@ class LeaveApplication(Document):
pass
def create_leave_ledger_entry(self, submit=True):
if self.status != 'Approved':
if self.status != 'Approved' and submit:
return
expiry_date = get_allocation_expiry(self.employee, self.leave_type,
@ -549,10 +551,10 @@ def get_leaves_for_period(employee, leave_type, from_date, to_date):
leave_days += leave_entry.leaves
elif inclusive_period and leave_entry.transaction_type == 'Leave Allocation' \
and not skip_expiry_leaves(leave_entry, to_date):
and leave_entry.is_expired and not skip_expiry_leaves(leave_entry, to_date):
leave_days += leave_entry.leaves
else:
elif leave_entry.transaction_type == 'Leave Application':
if leave_entry.from_date < getdate(from_date):
leave_entry.from_date = from_date
if leave_entry.to_date > getdate(to_date):
@ -579,14 +581,15 @@ def skip_expiry_leaves(leave_entry, date):
def get_leave_entries(employee, leave_type, from_date, to_date):
''' Returns leave entries between from_date and to_date '''
return frappe.db.sql("""
select employee, leave_type, from_date, to_date, leaves, transaction_type, is_carry_forward, transaction_name
from `tabLeave Ledger Entry`
where employee=%(employee)s and leave_type=%(leave_type)s
and docstatus=1
and leaves<0
and (from_date between %(from_date)s and %(to_date)s
or to_date between %(from_date)s and %(to_date)s
or (from_date < %(from_date)s and to_date > %(to_date)s))
SELECT
employee, leave_type, from_date, to_date, leaves, transaction_name, transaction_type,
is_carry_forward, is_expired
FROM `tabLeave Ledger Entry`
WHERE employee=%(employee)s AND leave_type=%(leave_type)s
AND docstatus=1 AND leaves<0
AND (from_date between %(from_date)s AND %(to_date)s
OR to_date between %(from_date)s AND %(to_date)s
OR (from_date < %(from_date)s AND to_date > %(to_date)s))
""", {
"from_date": from_date,
"to_date": to_date,
@ -773,4 +776,4 @@ def get_leave_approver(employee):
leave_approver = frappe.db.get_value('Department Approver', {'parent': department,
'parentfield': 'leave_approvers', 'idx': 1}, 'approver')
return leave_approver
return leave_approver

4
erpnext/hr/doctype/leave_application/test_leave_application.py
View File

@ -301,7 +301,7 @@ class TestLeaveApplication(unittest.TestCase):
to_date = add_days(date, 2),
company = "_Test Company",
docstatus = 1,
status = "Approved"
status = "Approved"
))
leave_application.submit()
@ -314,7 +314,7 @@ class TestLeaveApplication(unittest.TestCase):
to_date = add_days(date, 8),
company = "_Test Company",
docstatus = 1,
status = "Approved"
status = "Approved"
))
self.assertRaises(frappe.ValidationError, leave_application.insert)

12
erpnext/hr/doctype/leave_period/test_leave_period.py
View File

@ -43,10 +43,18 @@ class TestLeavePeriod(unittest.TestCase):
leave_period.grant_leave_allocation(employee=employee_doc_name)
self.assertEqual(get_leave_balance_on(employee_doc_name, leave_type, today()), 20)
def create_leave_period(from_date, to_date):
def create_leave_period(from_date, to_date, company=None):
leave_period = frappe.db.get_value('Leave Period',
dict(company=company or erpnext.get_default_company(),
from_date=from_date,
to_date=to_date,
is_active=1), 'name')
if leave_period:
return frappe.get_doc("Leave Period", leave_period)
leave_period = frappe.get_doc({
"doctype": "Leave Period",
"company": erpnext.get_default_company(),
"company": company or erpnext.get_default_company(),
"from_date": from_date,
"to_date": to_date,
"is_active": 1

16
erpnext/hr/doctype/payroll_entry/payroll_entry.py
View File

@ -163,7 +163,7 @@ class PayrollEntry(Document):
"""
cond = self.get_filter_condition()
return frappe.db.sql(""" select eld.loan_account, eld.loan,
eld.interest_income_account, eld.principal_amount, eld.interest_amount, eld.total_payment
eld.interest_income_account, eld.principal_amount, eld.interest_amount, eld.total_payment,t1.employee
from
`tabSalary Slip` t1, `tabSalary Slip Loan` eld
where
@ -246,6 +246,7 @@ class PayrollEntry(Document):
accounts.append({
"account": acc,
"debit_in_account_currency": flt(amount, precision),
"party_type": '',
"cost_center": self.cost_center,
"project": self.project
})
@ -257,6 +258,7 @@ class PayrollEntry(Document):
"account": acc,
"credit_in_account_currency": flt(amount, precision),
"cost_center": self.cost_center,
"party_type": '',
"project": self.project
})
@ -264,7 +266,9 @@ class PayrollEntry(Document):
for data in loan_details:
accounts.append({
"account": data.loan_account,
"credit_in_account_currency": data.principal_amount
"credit_in_account_currency": data.principal_amount,
"party_type": "Employee",
"party": data.employee
})
if data.interest_amount and not data.interest_income_account:
@ -275,14 +279,17 @@ class PayrollEntry(Document):
"account": data.interest_income_account,
"credit_in_account_currency": data.interest_amount,
"cost_center": self.cost_center,
"project": self.project
"project": self.project,
"party_type": "Employee",
"party": data.employee
})
payable_amount -= flt(data.total_payment, precision)
# Payable amount
accounts.append({
"account": default_payroll_payable_account,
"credit_in_account_currency": flt(payable_amount, precision)
"credit_in_account_currency": flt(payable_amount, precision),
"party_type": '',
})
journal_entry.set("accounts", accounts)
@ -546,7 +553,6 @@ def submit_salary_slips_for_employees(payroll_entry, salary_slips, publish_progr
count += 1
if publish_progress:
frappe.publish_progress(count*100/len(salary_slips), title = _("Submitting Salary Slips..."))
if submitted_ss:
payroll_entry.make_accrual_jv_entry()
frappe.msgprint(_("Salary Slip submitted for period from {0} to {1}")

87
erpnext/hr/doctype/salary_structure/salary_structure.js
View File

@ -46,7 +46,7 @@ frappe.ui.form.on('Salary Structure', {
frm.trigger("toggle_fields");
frm.fields_dict['earnings'].grid.set_column_disp("default_amount", false);
frm.fields_dict['deductions'].grid.set_column_disp("default_amount", false);
if(frm.doc.docstatus === 1) {
frm.add_custom_button(__("Preview Salary Slip"), function() {
frm.trigger('preview_salary_slip');
@ -119,47 +119,52 @@ frappe.ui.form.on('Salary Structure', {
},
callback: function(r) {
var employees = r.message;
var d = new frappe.ui.Dialog({
title: __("Preview Salary Slip"),
fields: [
{
"label":__("Employee"),
"fieldname":"employee",
"fieldtype":"Select",
"reqd": true,
options: employees
}, {
fieldname:"fetch",
"label":__("Show Salary Slip"),
"fieldtype":"Button"
}
]
});
d.get_input("fetch").on("click", function() {
var values = d.get_values();
if(!values) return;
var print_format;
frm.doc.salary_slip_based_on_timesheet ?
print_format="Salary Slip based on Timesheet" :
print_format="Salary Slip Standard";
frappe.call({
method: "erpnext.hr.doctype.salary_structure.salary_structure.make_salary_slip",
args: {
source_name: frm.doc.name,
employee: values.employee,
as_print: 1,
print_format: print_format,
for_preview: 1
},
callback: function(r) {
var new_window = window.open();
new_window.document.write(r.message);
// frappe.msgprint(r.message);
}
if(!employees) return;
if (employees.length == 1){
frm.events.open_salary_slip(frm, employees[0]);
} else {
var d = new frappe.ui.Dialog({
title: __("Preview Salary Slip"),
fields: [
{
"label":__("Employee"),
"fieldname":"employee",
"fieldtype":"Select",
"reqd": true,
options: employees
}, {
fieldname:"fetch",
"label":__("Show Salary Slip"),
"fieldtype":"Button"
}
]
});
});
d.show();
d.get_input("fetch").on("click", function() {
var values = d.get_values();
if(!values) return;
frm.events.open_salary_slip(frm, values.employee)
});
d.show();
}
}
});
},
open_salary_slip: function(frm, employee){
var print_format = frm.doc.salary_slip_based_on_timesheet ? "Salary Slip based on Timesheet" : "Salary Slip Standard";
frappe.call({
method: "erpnext.hr.doctype.salary_structure.salary_structure.make_salary_slip",
args: {
source_name: frm.doc.name,
employee: employee,
as_print: 1,
print_format: print_format,
for_preview: 1
},
callback: function(r) {
var new_window = window.open();
new_window.document.write(r.message);
}
});
},

51
erpnext/hr/notification/training_scheduled/training_scheduled.html
View File

@ -1,9 +1,44 @@
<h3>{{_("Training Event")}}</h3>
<table class="panel-header" border="0" cellpadding="0" cellspacing="0" width="100%">
<tr height="10"></tr>
<tr>
<td width="15"></td>
<td>
<div class="text-medium text-muted">
<span>{{_("Training Event:")}} {{ doc.event_name }}</span>
</div>
</td>
<td width="15"></td>
</tr>
<tr height="10"></tr>
</table>
<p>{{ doc.introduction }}</p>
<h4>{{_("Details")}}</h4>
{{_("Event Name")}}: {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}
<br>{{_("Event Location")}}: {{ doc.location }}
<br>{{_("Start Time")}}: {{ doc.start_time }}
<br>{{_("End Time")}}: {{ doc.end_time }}
<table class="panel-body" border="0" cellpadding="0" cellspacing="0" width="100%">
<tr height="10"></tr>
<tr>
<td width="15"></td>
<td>
<div>
{{ doc.introduction }}
<ul class="list-unstyled" style="line-height: 1.7">
<li>{{_("Event Location")}}: <b>{{ doc.location }}</b></li>
{% set start = frappe.utils.get_datetime(doc.start_time) %}
{% set end = frappe.utils.get_datetime(doc.end_time) %}
{% if start.date() == end.date() %}
<li>{{_("Date")}}: <b>{{ start.strftime("%A, %d %b %Y") }}</b></li>
<li>
{{_("Timing")}}: <b>{{ start.strftime("%I:%M %p") + ' to ' + end.strftime("%I:%M %p") }}</b>
</li>
{% else %}
<li>{{_("Start Time")}}: <b>{{ start.strftime("%A, %d %b %Y at %I:%M %p") }}</b>
</li>
<li>{{_("End Time")}}: <b>{{ end.strftime("%A, %d %b %Y at %I:%M %p") }}</b>
</li>
{% endif %}
<li>{{ _('Event Link') }}: {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}</li>
</ul>
</div>
</td>
<td width="15"></td>
</tr>
<tr height="10"></tr>
</table>

6
erpnext/hr/notification/training_scheduled/training_scheduled.json
View File

@ -1,5 +1,7 @@
{
"attach_print": 0,
"channel": "Email",
"condition": "",
"creation": "2017-08-11 03:13:40.519614",
"days_in_advance": 0,
"docstatus": 0,
@ -9,8 +11,8 @@
"event": "Submit",
"idx": 0,
"is_standard": 1,
"message": "<h3>{{_(\"Training Event\")}}</h3>\n\n<p>{{ doc.introduction }}</p>\n\n<h4>{{_(\"Details\")}}</h4>\n{{_(\"Event Name\")}}: {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}\n<br>{{_(\"Event Location\")}}: {{ doc.location }}\n<br>{{_(\"Start Time\")}}: {{ doc.start_time }}\n<br>{{_(\"End Time\")}}: {{ doc.end_time }}\n",
"modified": "2017-08-13 22:49:42.338881",
"message": "<table class=\"panel-header\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\">\n <tr height=\"10\"></tr>\n <tr>\n <td width=\"15\"></td>\n <td>\n <div class=\"text-medium text-muted\">\n <span>{{_(\"Training Event:\")}} {{ doc.event_name }}</span>\n </div>\n </td>\n <td width=\"15\"></td>\n </tr>\n <tr height=\"10\"></tr>\n</table>\n\n<table class=\"panel-body\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\">\n <tr height=\"10\"></tr>\n <tr>\n <td width=\"15\"></td>\n <td>\n <div>\n <ul class=\"list-unstyled\" style=\"line-height: 1.7\">\n <li>{{ doc.introduction }}</li>\n <li>{{_(\"Event Location\")}}: <b>{{ doc.location }}</b></li>\n {% set start = frappe.utils.get_datetime(doc.start_time) %}\n {% set end = frappe.utils.get_datetime(doc.end_time) %}\n {% if start.date() == end.date() %}\n <li>{{_(\"Date\")}}: <b>{{ start.strftime(\"%A, %d %b %Y\") }}</b></li>\n <li>\n {{_(\"Timing\")}}: <b>{{ start.strftime(\"%I:%M %p\") + ' to ' + end.strftime(\"%I:%M %p\") }}</b>\n </li>\n {% else %}\n <li>{{_(\"Start Time\")}}: <b>{{ start.strftime(\"%A, %d %b %Y at %I:%M %p\") }}</b>\n </li>\n <li>{{_(\"End Time\")}}: <b>{{ end.strftime(\"%A, %d %b %Y at %I:%M %p\") }}</b>\n </li>\n {% endif %}\n </ul>\n {{ _('Event Link') }}: {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}\n </div>\n </td>\n <td width=\"15\"></td>\n </tr>\n <tr height=\"10\"></tr>\n</table>",
"modified": "2019-11-29 15:38:31.805409",
"modified_by": "Administrator",
"module": "HR",
"name": "Training Scheduled",

51
erpnext/hr/notification/training_scheduled/training_scheduled.md
View File

@ -1,9 +1,44 @@
<h3>{{_("Training Event")}}</h3>
<p>{{ message }}</p>
<table class="panel-header" border="0" cellpadding="0" cellspacing="0" width="100%">
<tr height="10"></tr>
<tr>
<td width="15"></td>
<td>
<div class="text-medium text-muted">
<span>{{_("Training Event:")}} {{ doc.event_name }}</span>
</div>
</td>
<td width="15"></td>
</tr>
<tr height="10"></tr>
</table>
<h4>{{_("Details")}}</h4>
{{_("Event Name")}}: <a href="{{ event_link }}">{{ name }}</a>
<br>{{_("Event Location")}}: {{ location }}
<br>{{_("Start Time")}}: {{ start_time }}
<br>{{_("End Time")}}: {{ end_time }}
<br>{{_("Attendance")}}: {{ attendance }}
<table class="panel-body" border="0" cellpadding="0" cellspacing="0" width="100%">
<tr height="10"></tr>
<tr>
<td width="15"></td>
<td>
<div>
{{ doc.introduction }}
<ul class="list-unstyled" style="line-height: 1.7">
<li>{{_("Event Location")}}: <b>{{ doc.location }}</b></li>
{% set start = frappe.utils.get_datetime(doc.start_time) %}
{% set end = frappe.utils.get_datetime(doc.end_time) %}
{% if start.date() == end.date() %}
<li>{{_("Date")}}: <b>{{ start.strftime("%A, %d %b %Y") }}</b></li>
<li>
{{_("Timing")}}: <b>{{ start.strftime("%I:%M %p") + ' to ' + end.strftime("%I:%M %p") }}</b>
</li>
{% else %}
<li>{{_("Start Time")}}: <b>{{ start.strftime("%A, %d %b %Y at %I:%M %p") }}</b>
</li>
<li>{{_("End Time")}}: <b>{{ end.strftime("%A, %d %b %Y at %I:%M %p") }}</b>
</li>
{% endif %}
<li>{{ _('Event Link') }}: {{ frappe.utils.get_link_to_form(doc.doctype, doc.name) }}</li>
</ul>
</div>
</td>
<td width="15"></td>
</tr>
<tr height="10"></tr>
</table>

9
erpnext/hr/utils.py
View File

@ -321,11 +321,11 @@ def allocate_earned_leaves():
if new_allocation == allocation.total_leaves_allocated:
continue
allocation.db_set("total_leaves_allocated", new_allocation, update_modified=False)
create_earned_leave_ledger_entry(allocation, earned_leaves, today)
create_additional_leave_ledger_entry(allocation, earned_leaves, today)
def create_earned_leave_ledger_entry(allocation, earned_leaves, date):
''' Create leave ledger entry based on the earned leave frequency '''
allocation.new_leaves_allocated = earned_leaves
def create_additional_leave_ledger_entry(allocation, leaves, date):
''' Create leave ledger entry for leave types '''
allocation.new_leaves_allocated = leaves
allocation.from_date = date
allocation.unused_leaves = 0
allocation.create_leave_ledger_entry()
@ -389,6 +389,7 @@ def get_sal_slip_total_benefit_given(employee, payroll_period, component=False):
def get_holidays_for_employee(employee, start_date, end_date):
holiday_list = get_holiday_list_for_employee(employee)
holidays = frappe.db.sql_list('''select holiday_date from `tabHoliday`
where
parent=%(holiday_list)s

10
erpnext/hub_node/api.py
View File

@ -115,6 +115,16 @@ def get_valid_items(search_value=''):
return valid_items
@frappe.whitelist()
def update_item(ref_doc, data):
data = json.loads(data)
data.update(dict(doctype='Hub Item', name=ref_doc))
try:
connection = get_hub_connection()
connection.update(data)
except Exception as e:
frappe.log_error(message=e, title='Hub Sync Error')
@frappe.whitelist()
def publish_selected_items(items_to_publish):

5
erpnext/manufacturing/doctype/bom/bom.js
View File

@ -6,7 +6,6 @@ frappe.provide("erpnext.bom");
frappe.ui.form.on("BOM", {
setup: function(frm) {
frm.custom_make_buttons = {
'BOM': 'Duplicate BOM',
'Work Order': 'Work Order',
'Quality Inspection': 'Quality Inspection'
};
@ -91,10 +90,6 @@ frappe.ui.form.on("BOM", {
}
if(frm.doc.docstatus!=0) {
frm.add_custom_button(__("Duplicate BOM"), function() {
frm.copy_doc();
}, __("Create"));
frm.add_custom_button(__("Work Order"), function() {
frm.trigger("make_work_order");
}, __("Create"));

2
erpnext/manufacturing/doctype/bom/bom.py
View File

@ -65,6 +65,7 @@ class BOM(WebsiteGenerator):
context.parents = [{'name': 'boms', 'title': _('All BOMs') }]
def on_update(self):
frappe.cache().hdel('bom_children', self.name)
self.check_recursion()
self.update_stock_qty()
self.update_exploded_items()
@ -606,6 +607,7 @@ def get_bom_items_as_dict(bom, company, qty=1, fetch_exploded=1, fetch_scrap_ite
item.image,
bom.project,
item.stock_uom,
item.item_group,
item.allow_alternative_item,
item_default.default_warehouse,
item_default.expense_account as expense_account,

2
erpnext/manufacturing/doctype/bom/bom_dashboard.py
View File

@ -25,5 +25,5 @@ def get_data():
}
],
'disable_create_buttons': ["Item", "Purchase Order", "Purchase Receipt",
"Purchase Invoice", "Job Card", "Stock Entry"]
"Purchase Invoice", "Job Card", "Stock Entry", "BOM"]
}

146
erpnext/manufacturing/doctype/job_card/job_card.js
View File

@ -3,6 +3,9 @@
frappe.ui.form.on('Job Card', {
refresh: function(frm) {
frappe.flags.pause_job = 0;
frappe.flags.resume_job = 0;
if(!frm.doc.__islocal && frm.doc.items && frm.doc.items.length) {
if (frm.doc.for_quantity != frm.doc.transferred_qty) {
frm.add_custom_button(__("Material Request"), () => {
@ -13,44 +16,99 @@ frappe.ui.form.on('Job Card', {
if (frm.doc.for_quantity != frm.doc.transferred_qty) {
frm.add_custom_button(__("Material Transfer"), () => {
frm.trigger("make_stock_entry");
});
}).addClass("btn-primary");
}
}
if (frm.doc.docstatus == 0) {
frm.trigger("make_dashboard");
if (frm.doc.docstatus == 0 && frm.doc.for_quantity > frm.doc.total_completed_qty
&& (!frm.doc.items.length || frm.doc.for_quantity == frm.doc.transferred_qty)) {
frm.trigger("prepare_timer_buttons");
}
},
if (!frm.doc.job_started) {
frm.add_custom_button(__("Start Job"), () => {
let row = frappe.model.add_child(frm.doc, 'Job Card Time Log', 'time_logs');
row.from_time = frappe.datetime.now_datetime();
frm.set_value('job_started', 1);
frm.set_value('started_time' , row.from_time);
frm.save();
});
} else {
frm.add_custom_button(__("Complete Job"), () => {
let completed_time = frappe.datetime.now_datetime();
frm.doc.time_logs.forEach(d => {
if (d.from_time && !d.to_time) {
d.to_time = completed_time;
frm.set_value('started_time' , '');
frm.set_value('job_started', 0);
frm.save();
prepare_timer_buttons: function(frm) {
frm.trigger("make_dashboard");
if (!frm.doc.job_started) {
frm.add_custom_button(__("Start"), () => {
if (!frm.doc.employee) {
frappe.prompt({fieldtype: 'Link', label: __('Employee'), options: "Employee",
fieldname: 'employee'}, d => {
if (d.employee) {
frm.set_value("employee", d.employee);
}
})
});
}
frm.events.start_job(frm);
}, __("Enter Value"), __("Start"));
} else {
frm.events.start_job(frm);
}
}).addClass("btn-primary");
} else if (frm.doc.status == "On Hold") {
frm.add_custom_button(__("Resume"), () => {
frappe.flags.resume_job = 1;
frm.events.start_job(frm);
}).addClass("btn-primary");
} else {
frm.add_custom_button(__("Pause"), () => {
frappe.flags.pause_job = 1;
frm.set_value("status", "On Hold");
frm.events.complete_job(frm);
});
frm.add_custom_button(__("Complete"), () => {
let completed_time = frappe.datetime.now_datetime();
frm.trigger("hide_timer");
frappe.prompt({fieldtype: 'Float', label: __('Completed Quantity'),
fieldname: 'qty', reqd: 1, default: frm.doc.for_quantity}, data => {
frm.events.complete_job(frm, completed_time, data.qty);
}, __("Enter Value"), __("Complete"));
}).addClass("btn-primary");
}
},
start_job: function(frm) {
let row = frappe.model.add_child(frm.doc, 'Job Card Time Log', 'time_logs');
row.from_time = frappe.datetime.now_datetime();
frm.set_value('job_started', 1);
frm.set_value('started_time' , row.from_time);
frm.set_value("status", "Work In Progress");
if (!frappe.flags.resume_job) {
frm.set_value('current_time' , 0);
}
frm.save();
},
complete_job: function(frm, completed_time, completed_qty) {
frm.doc.time_logs.forEach(d => {
if (d.from_time && !d.to_time) {
d.to_time = completed_time || frappe.datetime.now_datetime();
d.completed_qty = completed_qty || 0;
if(frappe.flags.pause_job) {
let currentIncrement = moment(d.to_time).diff(moment(d.from_time),"seconds") || 0;
frm.set_value('current_time' , currentIncrement + (frm.doc.current_time || 0));
} else {
frm.set_value('started_time' , '');
frm.set_value('job_started', 0);
frm.set_value('current_time' , 0);
}
frm.save();
}
});
},
make_dashboard: function(frm) {
if(frm.doc.__islocal)
return;
frm.dashboard.refresh();
const timer = `
<div class="stopwatch" style="font-weight:bold">
<div class="stopwatch" style="font-weight:bold;margin:0px 13px 0px 2px;
color:#545454;font-size:18px;display:inline-block;vertical-align:text-bottom;>
<span class="hours">00</span>
<span class="colon">:</span>
<span class="minutes">00</span>
@ -58,11 +116,16 @@ frappe.ui.form.on('Job Card', {
<span class="seconds">00</span>
</div>`;
var section = frm.dashboard.add_section(timer);
var section = frm.toolbar.page.add_inner_message(timer);
if (frm.doc.started_time) {
let currentIncrement = moment(frappe.datetime.now_datetime()).diff(moment(frm.doc.started_time),"seconds");
initialiseTimer();
let currentIncrement = frm.doc.current_time || 0;
if (frm.doc.started_time || frm.doc.current_time) {
if (frm.doc.status == "On Hold") {
updateStopwatch(currentIncrement);
} else {
currentIncrement += moment(frappe.datetime.now_datetime()).diff(moment(frm.doc.started_time),"seconds");
initialiseTimer();
}
function initialiseTimer() {
const interval = setInterval(function() {
@ -70,12 +133,12 @@ frappe.ui.form.on('Job Card', {
updateStopwatch(current);
}, 1000);
}
function updateStopwatch(increment) {
var hours = Math.floor(increment / 3600);
var minutes = Math.floor((increment - (hours * 3600)) / 60);
var seconds = increment - (hours * 3600) - (minutes * 60);
$(section).find(".hours").text(hours < 10 ? ("0" + hours.toString()) : hours.toString());
$(section).find(".minutes").text(minutes < 10 ? ("0" + minutes.toString()) : minutes.toString());
$(section).find(".seconds").text(seconds < 10 ? ("0" + seconds.toString()) : seconds.toString());
@ -88,6 +151,10 @@ frappe.ui.form.on('Job Card', {
}
},
hide_timer: function(frm) {
frm.toolbar.page.inner_toolbar.find(".stopwatch").remove();
},
for_quantity: function(frm) {
frm.doc.items = [];
frm.call({
@ -117,5 +184,22 @@ frappe.ui.form.on('Job Card', {
timer: function(frm) {
return `<button> Start </button>`
},
set_total_completed_qty: function(frm) {
frm.doc.total_completed_qty = 0;
frm.doc.time_logs.forEach(d => {
if (d.completed_qty) {
frm.doc.total_completed_qty += d.completed_qty;
}
});
refresh_field("total_completed_qty");
}
});
});
frappe.ui.form.on('Job Card Time Log', {
completed_qty: function(frm) {
frm.events.set_total_completed_qty(frm);
}
})

67
erpnext/manufacturing/doctype/job_card/job_card.json
View File

@ -13,10 +13,18 @@
"column_break_4",
"posting_date",
"company",
"remarks",
"production_section",
"production_item",
"item_name",
"for_quantity",
"wip_warehouse",
"timing_detail",
"column_break_12",
"employee",
"employee_name",
"status",
"project",
"timing_detail",
"time_logs",
"section_break_13",
"total_completed_qty",
@ -28,12 +36,11 @@
"operation_id",
"transferred_qty",
"requested_qty",
"project",
"remarks",
"column_break_20",
"status",
"barcode",
"job_started",
"started_time",
"current_time",
"amended_from"
],
"fields": [
@ -41,13 +48,14 @@
"fieldname": "work_order",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Work Order",
"options": "Work Order",
"read_only": 1,
"reqd": 1,
"search_index": 1
},
{
"fetch_from": "work_order.bom_no",
"fieldname": "bom_no",
"fieldtype": "Link",
"label": "BOM No",
@ -91,7 +99,7 @@
"fieldname": "for_quantity",
"fieldtype": "Float",
"in_list_view": 1,
"label": "For Quantity",
"label": "Qty To Manufacture",
"reqd": 1
},
{
@ -109,6 +117,7 @@
{
"fieldname": "employee",
"fieldtype": "Link",
"in_standard_filter": 1,
"label": "Employee",
"options": "Employee"
},
@ -198,7 +207,7 @@
"fieldtype": "Select",
"label": "Status",
"no_copy": 1,
"options": "Open\nWork In Progress\nMaterial Transferred\nSubmitted\nCancelled\nCompleted",
"options": "Open\nWork In Progress\nMaterial Transferred\nOn Hold\nSubmitted\nCancelled\nCompleted",
"read_only": 1
},
{
@ -236,10 +245,52 @@
"label": "Naming Series",
"options": "PO-JOB.#####",
"reqd": 1
},
{
"fetch_from": "employee.employee_name",
"fieldname": "employee_name",
"fieldtype": "Read Only",
"label": "Employee Name"
},
{
"fieldname": "production_section",
"fieldtype": "Section Break",
"label": "Production"
},
{
"fieldname": "column_break_12",
"fieldtype": "Column Break"
},
{
"fetch_from": "work_order.production_item",
"fieldname": "production_item",
"fieldtype": "Read Only",
"label": "Production Item"
},
{
"fieldname": "barcode",
"fieldtype": "Barcode",
"label": "Barcode",
"read_only": 1
},
{
"fetch_from": "work_order.item_name",
"fieldname": "item_name",
"fieldtype": "Read Only",
"label": "Item Name"
},
{
"fieldname": "current_time",
"fieldtype": "Int",
"hidden": 1,
"label": "Current Time",
"no_copy": 1,
"print_hide": 1,
"read_only": 1
}
],
"is_submittable": 1,
"modified": "2019-10-30 01:49:19.606178",
"modified": "2019-12-03 13:08:57.926201",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Job Card",

52
erpnext/manufacturing/doctype/job_card/job_card.py
View File

@ -194,8 +194,9 @@ class JobCard(Document):
if self.total_completed_qty <= 0.0:
frappe.throw(_("Total completed qty must be greater than zero"))
if self.total_completed_qty > self.for_quantity:
frappe.throw(_("Total completed qty can not be greater than for quantity"))
if self.total_completed_qty != self.for_quantity:
frappe.throw(_("The total completed qty({0}) must be equal to qty to manufacture({1})"
.format(frappe.bold(self.total_completed_qty),frappe.bold(self.for_quantity))))
def update_work_order(self):
if not self.work_order:
@ -271,6 +272,8 @@ class JobCard(Document):
self.set_status(update_status)
def set_status(self, update_status=False):
if self.status == "On Hold": return
self.status = {
0: "Open",
1: "Submitted",
@ -329,6 +332,7 @@ def make_stock_entry(source_name, target_doc=None):
target.fg_completed_qty = source.get('for_quantity', 0) - source.get('transferred_qty', 0)
target.calculate_rate_and_amount()
target.set_missing_values()
target.set_stock_entry_type()
doclist = get_mapped_doc("Job Card", source_name, {
"Job Card": {
@ -352,4 +356,46 @@ def make_stock_entry(source_name, target_doc=None):
return doclist
def time_diff_in_minutes(string_ed_date, string_st_date):
return time_diff(string_ed_date, string_st_date).total_seconds() / 60
return time_diff(string_ed_date, string_st_date).total_seconds() / 60
@frappe.whitelist()
def get_job_details(start, end, filters=None):
events = []
event_color = {
"Completed": "#cdf5a6",
"Material Transferred": "#ffdd9e",
"Work In Progress": "#D3D3D3"
}
from frappe.desk.reportview import get_filters_cond
conditions = get_filters_cond("Job Card", filters, [])
job_cards = frappe.db.sql(""" SELECT `tabJob Card`.name, `tabJob Card`.work_order,
`tabJob Card`.employee_name, `tabJob Card`.status, ifnull(`tabJob Card`.remarks, ''),
min(`tabJob Card Time Log`.from_time) as from_time,
max(`tabJob Card Time Log`.to_time) as to_time
FROM `tabJob Card` , `tabJob Card Time Log`
WHERE
`tabJob Card`.name = `tabJob Card Time Log`.parent {0}
group by `tabJob Card`.name""".format(conditions), as_dict=1)
for d in job_cards:
subject_data = []
for field in ["name", "work_order", "remarks", "employee_name"]:
if not d.get(field): continue
subject_data.append(d.get(field))
color = event_color.get(d.status)
job_card_data = {
'from_time': d.from_time,
'to_time': d.to_time,
'name': d.name,
'subject': '\n'.join(subject_data),
'color': color if color else "#89bcde"
}
events.append(job_card_data)
return events

21
erpnext/manufacturing/doctype/job_card/job_card_calendar.js Normal file
View File

@ -0,0 +1,21 @@
frappe.views.calendar["Job Card"] = {
field_map: {
"start": "from_time",
"end": "to_time",
"id": "name",
"title": "subject",
"color": "color",
"allDay": "allDay",
"progress": "progress"
},
gantt: true,
filters: [
{
"fieldtype": "Link",
"fieldname": "employee",
"options": "Employee",
"label": __("Employee")
}
],
get_events_method: "erpnext.manufacturing.doctype.job_card.job_card.get_job_details"
};

247
erpnext/manufacturing/doctype/job_card_time_log/job_card_time_log.json
View File

@ -1,208 +1,57 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2019-03-08 23:56:43.187569",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"creation": "2019-03-08 23:56:43.187569",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"from_time",
"to_time",
"column_break_2",
"time_in_mins",
"completed_qty"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "from_time",
"fieldtype": "Datetime",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "From Time",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "from_time",
"fieldtype": "Datetime",
"in_list_view": 1,
"label": "From Time"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "to_time",
"fieldtype": "Datetime",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "To Time",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "to_time",
"fieldtype": "Datetime",
"in_list_view": 1,
"label": "To Time"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "column_break_2",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "column_break_2",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "time_in_mins",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Time In Mins",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
"fieldname": "time_in_mins",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Time In Mins",
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"fetch_if_empty": 0,
"fieldname": "completed_qty",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Completed Qty",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"default": "0",
"fieldname": "completed_qty",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Completed Qty",
"reqd": 1
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2019-03-10 17:08:46.504910",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Job Card Time Log",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "ASC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
],
"istable": 1,
"modified": "2019-12-03 12:56:02.285448",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Job Card Time Log",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "ASC",
"track_changes": 1
}

3
erpnext/manufacturing/doctype/production_plan/production_plan.js
View File

@ -71,12 +71,13 @@ frappe.ui.form.on('Production Plan', {
}, __('Create'));
}
frm.page.set_inner_btn_group_as_primary(__('Create'));
frm.trigger("material_requirement");
const projected_qty_formula = ` <table class="table table-bordered" style="background-color: #f9f9f9;">
<tr><td style="padding-left:25px">
<div>
<h3>
<h3 style="text-decoration: underline;">
<a href = "https://erpnext.com/docs/user/manual/en/stock/projected-quantity">
${__("Projected Quantity Formula")}
</a>

1618
erpnext/manufacturing/doctype/production_plan/production_plan.json
View File

File diff suppressed because it is too large Load Diff

3
erpnext/manufacturing/doctype/production_plan/production_plan.py
View File

@ -615,6 +615,9 @@ def get_items_for_material_requests(doc, ignore_existing_ordered_qty=None):
doc['mr_items'] = []
po_items = doc.get('po_items') if doc.get('po_items') else doc.get('items')
if not po_items:
frappe.throw(_("Items are required to pull the raw materials which is associated with it."))
company = doc.get('company')
warehouse = doc.get('for_warehouse')

2
erpnext/manufacturing/doctype/production_plan/production_plan_dashboard.py
View File

@ -6,7 +6,7 @@ def get_data():
'fieldname': 'production_plan',
'transactions': [
{
'label': _('Related'),
'label': _('Transactions'),
'items': ['Work Order', 'Material Request']
},
]

179
erpnext/manufacturing/doctype/work_order/work_order.js
View File

@ -6,6 +6,7 @@ frappe.ui.form.on("Work Order", {
frm.custom_make_buttons = {
'Stock Entry': 'Start',
'Pick List': 'Create Pick List',
'Job Card': 'Create Job Card'
};
// Set query for warehouses
@ -131,7 +132,8 @@ frappe.ui.form.on("Work Order", {
}
if (frm.doc.docstatus===1) {
frm.trigger('show_progress');
frm.trigger('show_progress_for_items');
frm.trigger('show_progress_for_operations');
}
if (frm.doc.docstatus === 1
@ -179,89 +181,72 @@ frappe.ui.form.on("Work Order", {
make_job_card: function(frm) {
let qty = 0;
const fields = [{
fieldtype: "Link",
fieldname: "operation",
options: "Operation",
label: __("Operation"),
get_query: () => {
const filter_workstation = frm.doc.operations.filter(d => {
if (d.status != "Completed") {
return d;
}
});
let operations_data = [];
return {
filters: {
name: ["in", (filter_workstation || []).map(d => d.operation)]
}
};
},
reqd: true
}, {
fieldtype: "Link",
fieldname: "workstation",
options: "Workstation",
label: __("Workstation"),
get_query: () => {
const operation = dialog.get_value("operation");
const filter_workstation = frm.doc.operations.filter(d => {
if (d.operation == operation) {
return d;
}
});
return {
filters: {
name: ["in", (filter_workstation || []).map(d => d.workstation)]
}
};
},
onchange: () => {
const operation = dialog.get_value("operation");
const workstation = dialog.get_value("workstation");
if (operation && workstation) {
const row = frm.doc.operations.filter(d => d.operation == operation && d.workstation == workstation)[0];
qty = frm.doc.qty - row.completed_qty;
if (qty > 0) {
dialog.set_value("qty", qty);
}
}
},
reqd: true
}, {
fieldtype: "Float",
fieldname: "qty",
label: __("For Quantity"),
reqd: true
}];
const dialog = frappe.prompt(fields, function(data) {
if (data.qty > qty) {
frappe.throw(__("For Quantity must be less than quantity {0}", [qty]));
const dialog = frappe.prompt({fieldname: 'operations', fieldtype: 'Table', label: __('Operations'),
fields: [
{
fieldtype:'Link',
fieldname:'operation',
label: __('Operation'),
read_only:1,
in_list_view:1
},
{
fieldtype:'Link',
fieldname:'workstation',
label: __('Workstation'),
read_only:1,
in_list_view:1
},
{
fieldtype:'Data',
fieldname:'name',
label: __('Operation Id')
},
{
fieldtype:'Float',
fieldname:'pending_qty',
label: __('Pending Qty'),
},
{
fieldtype:'Float',
fieldname:'qty',
label: __('Quantity to Manufacture'),
read_only:0,
in_list_view:1,
},
],
data: operations_data,
in_place_edit: true,
get_data: function() {
return operations_data;
}
if (data.qty <= 0) {
frappe.throw(__("For Quantity must be greater than zero"));
}
}, function(data) {
frappe.call({
method: "erpnext.manufacturing.doctype.work_order.work_order.make_job_card",
args: {
work_order: frm.doc.name,
operation: data.operation,
workstation: data.workstation,
qty: data.qty
},
callback: function(r){
if (r.message) {
var doc = frappe.model.sync(r.message)[0];
frappe.set_route("Form", doc.doctype, doc.name);
}
operations: data.operations,
}
});
}, __("For Job Card"));
}, __("Job Card"), __("Create"));
var pending_qty = 0;
frm.doc.operations.forEach(data => {
if(data.completed_qty != frm.doc.qty) {
pending_qty = frm.doc.qty - flt(data.completed_qty);
dialog.fields_dict.operations.df.data.push({
'name': data.name,
'operation': data.operation,
'workstation': data.workstation,
'qty': pending_qty,
'pending_qty': pending_qty,
});
}
});
dialog.fields_dict.operations.grid.refresh();
},
make_bom: function(frm) {
@ -277,7 +262,7 @@ frappe.ui.form.on("Work Order", {
});
},
show_progress: function(frm) {
show_progress_for_items: function(frm) {
var bars = [];
var message = '';
var added_min = false;
@ -311,6 +296,44 @@ frappe.ui.form.on("Work Order", {
frm.dashboard.add_progress(__('Status'), bars, message);
},
show_progress_for_operations: function(frm) {
if (frm.doc.operations && frm.doc.operations.length) {
let progress_class = {
"Work in Progress": "progress-bar-warning",
"Completed": "progress-bar-success"
};
let bars = [];
let message = '';
let title = '';
let status_wise_oprtation_data = {};
let total_completed_qty = frm.doc.qty * frm.doc.operations.length;
frm.doc.operations.forEach(d => {
if (!status_wise_oprtation_data[d.status]) {
status_wise_oprtation_data[d.status] = [d.completed_qty, d.operation];
} else {
status_wise_oprtation_data[d.status][0] += d.completed_qty;
status_wise_oprtation_data[d.status][1] += ', ' + d.operation;
}
});
for (let key in status_wise_oprtation_data) {
title = __("{0} Operations: {1}", [key, status_wise_oprtation_data[key][1].bold()]);
bars.push({
'title': title,
'width': status_wise_oprtation_data[key][0] / total_completed_qty * 100 + '%',
'progress_class': progress_class[key]
});
message += title + '. ';
}
frm.dashboard.add_progress(__('Status'), bars, message);
}
},
production_item: function(frm) {
if (frm.doc.production_item) {
frappe.call({
@ -582,6 +605,8 @@ erpnext.work_order = {
description: __('Max: {0}', [max]),
default: max
}, data => {
max += (max * (frm.doc.__onload.overproduction_percentage || 0.0)) / 100;
if (data.qty > max) {
frappe.msgprint(__('Quantity must not be more than {0}', [max]));
reject();

4
erpnext/manufacturing/doctype/work_order/work_order.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-01-10 16:34:16",
@ -468,7 +469,8 @@
"idx": 1,
"image_field": "image",
"is_submittable": 1,
"modified": "2019-08-28 12:29:35.315239",
"links": [],
"modified": "2019-12-04 11:20:04.695123",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Work Order",

47
erpnext/manufacturing/doctype/work_order/work_order.py
View File

@ -6,7 +6,7 @@ import frappe
import json
import math
from frappe import _
from frappe.utils import flt, get_datetime, getdate, date_diff, cint, nowdate
from frappe.utils import flt, get_datetime, getdate, date_diff, cint, nowdate, get_link_to_form
from frappe.model.document import Document
from erpnext.manufacturing.doctype.bom.bom import validate_bom_no, get_bom_items_as_dict
from dateutil.relativedelta import relativedelta
@ -38,7 +38,7 @@ class WorkOrder(Document):
ms = frappe.get_doc("Manufacturing Settings")
self.set_onload("material_consumption", ms.material_consumption)
self.set_onload("backflush_raw_materials_based_on", ms.backflush_raw_materials_based_on)
self.set_onload("overproduction_percentage", ms.overproduction_percentage_for_work_order)
def validate(self):
self.validate_production_item()
@ -657,8 +657,9 @@ def make_work_order(item, qty=0, project=None):
wo_doc = frappe.new_doc("Work Order")
wo_doc.production_item = item
wo_doc.update(item_details)
if qty > 0:
wo_doc.qty = qty
if flt(qty) > 0:
wo_doc.qty = flt(qty)
wo_doc.get_items_and_operations_from_bom()
return wo_doc
@ -755,21 +756,41 @@ def query_sales_order(production_item):
return out
@frappe.whitelist()
def make_job_card(work_order, operation, workstation, qty=0):
def make_job_card(work_order, operations):
if isinstance(operations, string_types):
operations = json.loads(operations)
work_order = frappe.get_doc('Work Order', work_order)
row = get_work_order_operation_data(work_order, operation, workstation)
if row:
return create_job_card(work_order, row, qty)
for row in operations:
validate_operation_data(row)
create_job_card(work_order, row, row.get("qty"), auto_create=True)
def validate_operation_data(row):
if row.get("qty") <= 0:
frappe.throw(_("Quantity to Manufacture can not be zero for the operation {0}")
.format(
frappe.bold(row.get("operation"))
)
)
if row.get("qty") > row.get("pending_qty"):
frappe.throw(_("For operation {0}: Quantity ({1}) can not be greter than pending quantity({2})")
.format(
frappe.bold(row.get("operation")),
frappe.bold(row.get("qty")),
frappe.bold(row.get("pending_qty"))
)
)
def create_job_card(work_order, row, qty=0, enable_capacity_planning=False, auto_create=False):
doc = frappe.new_doc("Job Card")
doc.update({
'work_order': work_order.name,
'operation': row.operation,
'workstation': row.workstation,
'operation': row.get("operation"),
'workstation': row.get("workstation"),
'posting_date': nowdate(),
'for_quantity': qty or work_order.get('qty', 0),
'operation_id': row.name,
'operation_id': row.get("name"),
'bom_no': work_order.bom_no,
'project': work_order.project,
'company': work_order.company,
@ -785,7 +806,7 @@ def create_job_card(work_order, row, qty=0, enable_capacity_planning=False, auto
doc.schedule_time_logs(row)
doc.insert()
frappe.msgprint(_("Job card {0} created").format(doc.name))
frappe.msgprint(_("Job card {0} created").format(get_link_to_form("Job Card", doc.name)))
return doc
@ -835,4 +856,4 @@ def create_pick_list(source_name, target_doc=None, for_qty=None):
doc.set_item_locations()
return doc
return doc

2
erpnext/manufacturing/doctype/work_order/work_order_calendar.js
View File

@ -2,11 +2,13 @@
// For license information, please see license.txt
frappe.views.calendar["Work Order"] = {
fields: ["planned_start_date", "planned_end_date", "status", "produced_qty", "qty", "name", "name"],
field_map: {
"start": "planned_start_date",
"end": "planned_end_date",
"id": "name",
"title": "name",
"status": "status",
"allDay": "allDay",
"progress": function(data) {
return flt(data.produced_qty) / data.qty * 100;

3
erpnext/manufacturing/doctype/work_order/work_order_dashboard.py
View File

@ -6,7 +6,8 @@ def get_data():
'fieldname': 'work_order',
'transactions': [
{
'items': ['Pick List', 'Stock Entry', 'Job Card']
'label': _('Transactions'),
'items': ['Stock Entry', 'Job Card', 'Pick List']
}
]
}

9
erpnext/manufacturing/doctype/work_order_operation/work_order_operation.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"creation": "2014-10-16 14:35:41.950175",
"doctype": "DocType",
"editable_grid": 1,
@ -68,6 +69,7 @@
"description": "Operation completed for how many finished goods?",
"fieldname": "completed_qty",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Completed Qty",
"no_copy": 1,
"read_only": 1
@ -188,8 +190,9 @@
}
],
"istable": 1,
"modified": "2019-07-16 23:01:07.720337",
"modified_by": "govindsmenokee@gmail.com",
"links": [],
"modified": "2019-12-03 19:24:29.594189",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "Work Order Operation",
"owner": "Administrator",
@ -197,4 +200,4 @@
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}
}

4
erpnext/manufacturing/doctype/workstation/workstation_dashboard.py
View File

@ -13,5 +13,7 @@ def get_data():
'label': _('Transaction'),
'items': ['Work Order', 'Job Card', 'Timesheet']
}
]
],
'disable_create_buttons': ['BOM', 'Routing', 'Operation',
'Work Order', 'Job Card', 'Timesheet']
}

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