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feat(Employee Advance): add 'Returned' and 'Partly Claimed and Returned' status

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This commit is contained in:
Rucha Mahabal 2022-01-18 14:36:22 +05:30
parent dbda10e092
commit e04b3aaf7a
4 changed files with 85 additions and 29 deletions
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42
erpnext/hr/doctype/employee_advance/employee_advance.json
View File

@ -2,7 +2,7 @@
"actions": [],
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2017-10-09 14:26:29.612365",
"creation": "2022-01-17 18:36:51.450395",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
@ -121,7 +121,7 @@
"fieldtype": "Select",
"label": "Status",
"no_copy": 1,
"options": "Draft\nPaid\nUnpaid\nClaimed\nCancelled",
"options": "Draft\nPaid\nUnpaid\nClaimed\nReturned\nPartly Claimed and Returned\nCancelled",
"read_only": 1
},
{
@ -200,7 +200,7 @@
],
"is_submittable": 1,
"links": [],
"modified": "2021-09-11 18:38:38.617478",
"modified": "2022-01-17 19:33:52.345823",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee Advance",
@ -237,5 +237,41 @@
"search_fields": "employee,employee_name",
"sort_field": "modified",
"sort_order": "DESC",
"states": [
{
"color": "Red",
"custom": 1,
"title": "Draft"
},
{
"color": "Green",
"custom": 1,
"title": "Paid"
},
{
"color": "Orange",
"custom": 1,
"title": "Unpaid"
},
{
"color": "Blue",
"custom": 1,
"title": "Claimed"
},
{
"color": "Gray",
"title": "Returned"
},
{
"color": "Yellow",
"title": "Partly Claimed and Returned"
},
{
"color": "Red",
"custom": 1,
"title": "Cancelled"
}
],
"title_field": "employee_name",
"track_changes": 1
}

39
erpnext/hr/doctype/employee_advance/employee_advance.py
View File

@ -28,18 +28,31 @@ class EmployeeAdvance(Document):
def on_cancel(self):
self.ignore_linked_doctypes = ('GL Entry')
def set_status(self):
def set_status(self, update=False):
precision = self.precision("paid_amount")
total_amount = flt(flt(self.claimed_amount) + flt(self.return_amount), precision)
status = None
if self.docstatus == 0:
self.status = "Draft"
if self.docstatus == 1:
if self.claimed_amount and flt(self.claimed_amount) == flt(self.paid_amount):
self.status = "Claimed"
elif self.paid_amount and self.advance_amount == flt(self.paid_amount):
self.status = "Paid"
status = "Draft"
elif self.docstatus == 1:
if flt(self.claimed_amount) > 0 and flt(self.claimed_amount, precision) == flt(self.paid_amount, precision):
status = "Claimed"
elif flt(self.return_amount) > 0 and flt(self.return_amount, precision) == flt(self.paid_amount, precision):
status = "Returned"
elif flt(self.claimed_amount) > 0 and (flt(self.return_amount) > 0) and total_amount == flt(self.paid_amount, precision):
status = "Partly Claimed and Returned"
elif flt(self.paid_amount) > 0 and flt(self.advance_amount, precision) == flt(self.paid_amount, precision):
status = "Paid"
else:
self.status = "Unpaid"
status = "Unpaid"
elif self.docstatus == 2:
self.status = "Cancelled"
status = "Cancelled"
if update:
self.db_set("status", status)
else:
self.status = status
def set_total_advance_paid(self):
gle = frappe.qb.DocType("GL Entry")
@ -85,9 +98,7 @@ class EmployeeAdvance(Document):
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)
self.set_status(update=True)
def update_claimed_amount(self):
claimed_amount = frappe.db.sql("""
@ -103,8 +114,8 @@ class EmployeeAdvance(Document):
frappe.db.set_value("Employee Advance", self.name, "claimed_amount", flt(claimed_amount))
self.reload()
self.set_status()
frappe.db.set_value("Employee Advance", self.name, "status", self.status)
self.set_status(update=True)
@frappe.whitelist()
def get_pending_amount(employee, posting_date):

2
erpnext/hr/doctype/expense_claim/expense_claim.js
View File

@ -171,7 +171,7 @@ frappe.ui.form.on("Expense Claim", {
['docstatus', '=', 1],
['employee', '=', frm.doc.employee],
['paid_amount', '>', 0],
['status', '!=', 'Claimed']
['status', 'not in', ['Claimed', 'Returned', 'Partly Claimed and Returned']]
]
};
});

31
erpnext/hr/doctype/expense_claim/expense_claim.py
View File

@ -341,18 +341,27 @@ 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 + return_amount'.format(frappe.db.escape(employee))
else:
condition = 'name={0}'.format(frappe.db.escape(advance_id))
advance = frappe.qb.DocType("Employee Advance")
return frappe.db.sql("""
select
name, posting_date, paid_amount, claimed_amount, advance_account
from
`tabEmployee Advance`
where {0}
""".format(condition), as_dict=1)
query = (
frappe.qb.from_(advance)
.select(
advance.name, advance.posting_date, advance.paid_amount,
advance.claimed_amount, advance.advance_account
)
)
if not advance_id:
query = query.where(
(advance.docstatus == 1)
& (advance.employee == employee)
& (advance.paid_amount > 0)
& (advance.status.notin(["Claimed", "Returned", "Partly Claimed and Returned"]))
)
else:
query = query.where(advance.name == advance_id)
return query.run(as_dict=True)
@frappe.whitelist()