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Merge branch 'v12-pre-release' into version-12

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This commit is contained in:
Nabin Hait 2019-11-25 15:11:24 +05:30
commit e0912e4fcc
244 changed files with 6247 additions and 7184 deletions
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2
erpnext/__init__.py
View File

@ -5,7 +5,7 @@ import frappe
from erpnext.hooks import regional_overrides
from frappe.utils import getdate
__version__ = '12.1.8'
__version__ = '12.2.0'
def get_default_company(user=None):
'''Get default company for user'''

12
erpnext/accounts/dashboard_chart_source/account_balance_timeline/account_balance_timeline.py
View File

@ -3,6 +3,7 @@
from __future__ import unicode_literals
import frappe, json
from frappe import _
from frappe.utils import add_to_date, date_diff, getdate, nowdate, get_last_day, formatdate
from erpnext.accounts.report.general_ledger.general_ledger import execute
from frappe.core.page.dashboard.dashboard import cache_source, get_from_date_from_timespan
@ -18,12 +19,20 @@ def get(chart_name = None, chart = None, no_cache = None, from_date = None, to_d
else:
chart = frappe._dict(frappe.parse_json(chart))
timespan = chart.timespan
if chart.timespan == 'Select Date Range':
from_date = chart.from_date
to_date = chart.to_date
timegrain = chart.time_interval
filters = frappe.parse_json(chart.filters_json)
account = filters.get("account")
company = filters.get("company")
if not account and chart:
frappe.throw(_("Account is not set for the dashboard chart {0}").format(chart))
if not to_date:
to_date = nowdate()
if not from_date:
@ -84,7 +93,8 @@ def get_gl_entries(account, to_date):
fields = ['posting_date', 'debit', 'credit'],
filters = [
dict(posting_date = ('<', to_date)),
dict(account = ('in', child_accounts))
dict(account = ('in', child_accounts)),
dict(voucher_type = ('!=', 'Period Closing Voucher'))
],
order_by = 'posting_date asc')

2
erpnext/accounts/deferred_revenue.py
View File

@ -174,6 +174,8 @@ def make_gl_entries(doc, credit_account, debit_account, against,
# GL Entry for crediting the amount in the deferred expense
from erpnext.accounts.general_ledger import make_gl_entries
if amount == 0: return
gl_entries = []
gl_entries.append(
doc.get_gl_dict({

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

@ -117,7 +117,7 @@ class Account(NestedSet):
if not parent_acc_name_map: return
self.create_account_for_child_company(parent_acc_name_map, descendants)
self.create_account_for_child_company(parent_acc_name_map, descendants, parent_acc_name)
def validate_group_or_ledger(self):
if self.get("__islocal"):
@ -159,7 +159,7 @@ class Account(NestedSet):
if frappe.db.get_value("GL Entry", {"account": self.name}):
frappe.throw(_("Currency can not be changed after making entries using some other currency"))
def create_account_for_child_company(self, parent_acc_name_map, descendants):
def create_account_for_child_company(self, parent_acc_name_map, descendants, parent_acc_name):
for company in descendants:
if not parent_acc_name_map.get(company):
frappe.throw(_("While creating account for child Company {0}, parent account {1} not found. Please create the parent account in corresponding COA")

2
erpnext/accounts/doctype/account/test_account.py
View File

@ -160,7 +160,7 @@ def _make_test_records(verbose):
["_Test Payable USD", "Current Liabilities", 0, "Payable", "USD"]
]
for company, abbr in [["_Test Company", "_TC"], ["_Test Company 1", "_TC1"]]:
for company, abbr in [["_Test Company", "_TC"], ["_Test Company 1", "_TC1"], ["_Test Company with perpetual inventory", "TCP1"]]:
test_objects = make_test_objects("Account", [{
"doctype": "Account",
"account_name": account_name,

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

@ -24,6 +24,11 @@ class AccountingDimension(Document):
msg = _("Not allowed to create accounting dimension for {0}").format(self.document_type)
frappe.throw(msg)
exists = frappe.db.get_value("Accounting Dimension", {'document_type': self.document_type}, ['name'])
if exists and self.is_new():
frappe.throw("Document Type already used as a dimension")
def after_insert(self):
if frappe.flags.in_test:
make_dimension_in_accounting_doctypes(doc=self)
@ -60,7 +65,8 @@ def make_dimension_in_accounting_doctypes(doc):
"label": doc.label,
"fieldtype": "Link",
"options": doc.document_type,
"insert_after": insert_after_field
"insert_after": insert_after_field,
"owner": "Administrator"
}
if doctype == "Budget":

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

@ -15,8 +15,8 @@ class AccountsSettings(Document):
frappe.clear_cache()
def validate(self):
for f in ["add_taxes_from_item_tax_template"]:
frappe.db.set_default(f, self.get(f, ""))
frappe.db.set_default("add_taxes_from_item_tax_template",
self.get("add_taxes_from_item_tax_template", 0))
self.validate_stale_days()
self.enable_payment_schedule_in_print()

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

@ -2,6 +2,15 @@
// For license information, please see license.txt
frappe.ui.form.on('Coupon Code', {
setup: function(frm) {
frm.set_query("pricing_rule", function() {
return {
filters: [
["Pricing Rule","coupon_code_based", "=", "1"]
]
};
});
},
coupon_name:function(frm){
if (frm.doc.__islocal===1) {
frm.trigger("make_coupon_code");

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

@ -24,6 +24,7 @@
],
"fields": [
{
"description": "e.g. \"Summer Holiday 2019 Offer 20\"",
"fieldname": "coupon_name",
"fieldtype": "Data",
"label": "Coupon Name",
@ -50,7 +51,7 @@
"fieldtype": "Column Break"
},
{
"description": "To be used to get discount",
"description": "unique e.g. SAVE20 To be used to get discount",
"fieldname": "coupon_code",
"fieldtype": "Data",
"label": "Coupon Code",
@ -62,12 +63,13 @@
"fieldname": "pricing_rule",
"fieldtype": "Link",
"label": "Pricing Rule",
"options": "Pricing Rule"
"options": "Pricing Rule",
"reqd": 1
},
{
"fieldname": "uses",
"fieldtype": "Section Break",
"label": "Uses"
"label": "Validity and Usage"
},
{
"fieldname": "valid_from",
@ -113,7 +115,7 @@
"read_only": 1
}
],
"modified": "2019-10-15 14:12:22.686986",
"modified": "2019-10-19 14:48:14.602481",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Coupon Code",

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

@ -570,7 +570,7 @@ $.extend(erpnext.journal_entry, {
},
{fieldtype: "Date", fieldname: "posting_date", label: __("Date"), reqd: 1,
default: frm.doc.posting_date},
{fieldtype: "Small Text", fieldname: "user_remark", label: __("User Remark"), reqd: 1},
{fieldtype: "Small Text", fieldname: "user_remark", label: __("User Remark")},
{fieldtype: "Select", fieldname: "naming_series", label: __("Series"), reqd: 1,
options: naming_series_options, default: naming_series_default},
]

2
erpnext/accounts/doctype/loyalty_program/test_loyalty_program.py
View File

@ -8,10 +8,12 @@ import unittest
from frappe.utils import today, cint, flt, getdate
from erpnext.accounts.doctype.loyalty_program.loyalty_program import get_loyalty_program_details_with_points
from erpnext.accounts.party import get_dashboard_info
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory
class TestLoyaltyProgram(unittest.TestCase):
@classmethod
def setUpClass(self):
set_perpetual_inventory(0)
# create relevant item, customer, loyalty program, etc
create_records()

6
erpnext/accounts/doctype/opening_invoice_creation_tool/opening_invoice_creation_tool.py
View File

@ -32,8 +32,10 @@ class OpeningInvoiceCreationTool(Document):
})
invoices_summary.update({company: _summary})
paid_amount.append(invoice.paid_amount)
outstanding_amount.append(invoice.outstanding_amount)
if invoice.paid_amount:
paid_amount.append(invoice.paid_amount)
if invoice.outstanding_amount:
outstanding_amount.append(invoice.outstanding_amount)
if paid_amount or outstanding_amount:
max_count.update({

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

@ -554,7 +554,7 @@ frappe.ui.form.on('Payment Entry', {
frappe.flags.allocate_payment_amount = true;
frm.events.validate_filters_data(frm, filters);
frm.events.get_outstanding_documents(frm, filters);
}, __("Filters"), __("Get Outstanding Invoices"));
}, __("Filters"), __("Get Outstanding Documents"));
},
validate_filters_data: function(frm, filters) {

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

@ -62,6 +62,7 @@
"dimension_col_break",
"cost_center",
"section_break_12",
"status",
"remarks",
"column_break_16",
"letter_head",
@ -563,10 +564,18 @@
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"default": "Draft",
"fieldname": "status",
"fieldtype": "Select",
"label": "Status",
"options": "\nDraft\nSubmitted\nCancelled",
"read_only": 1
}
],
"is_submittable": 1,
"modified": "2019-05-27 15:53:21.108857",
"modified": "2019-11-06 12:59:43.151721",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Entry",

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

@ -61,6 +61,7 @@ class PaymentEntry(AccountsController):
self.validate_duplicate_entry()
self.validate_allocated_amount()
self.ensure_supplier_is_not_blocked()
self.set_status()
def on_submit(self):
self.setup_party_account_field()
@ -70,6 +71,7 @@ class PaymentEntry(AccountsController):
self.update_outstanding_amounts()
self.update_advance_paid()
self.update_expense_claim()
self.set_status()
def on_cancel(self):
@ -79,6 +81,7 @@ class PaymentEntry(AccountsController):
self.update_advance_paid()
self.update_expense_claim()
self.delink_advance_entry_references()
self.set_status()
def update_outstanding_amounts(self):
self.set_missing_ref_details(force=True)
@ -275,6 +278,14 @@ class PaymentEntry(AccountsController):
frappe.throw(_("Against Journal Entry {0} does not have any unmatched {1} entry")
.format(d.reference_name, dr_or_cr))
def set_status(self):
if self.docstatus == 2:
self.status = 'Cancelled'
elif self.docstatus == 1:
self.status = 'Submitted'
else:
self.status = 'Draft'
def set_amounts(self):
self.set_amounts_in_company_currency()
self.set_total_allocated_amount()

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

@ -90,7 +90,8 @@ class PaymentReconciliation(Document):
FROM `tab{doc}`, `tabGL Entry`
WHERE
(`tab{doc}`.name = `tabGL Entry`.against_voucher or `tab{doc}`.name = `tabGL Entry`.voucher_no)
and `tab{doc}`.is_return = 1 and `tabGL Entry`.against_voucher_type = %(voucher_type)s
and `tab{doc}`.is_return = 1 and `tab{doc}`.return_against IS NULL
and `tabGL Entry`.against_voucher_type = %(voucher_type)s
and `tab{doc}`.docstatus = 1 and `tabGL Entry`.party = %(party)s
and `tabGL Entry`.party_type = %(party_type)s and `tabGL Entry`.account = %(account)s
GROUP BY `tab{doc}`.name

22
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.js
View File

@ -331,15 +331,15 @@ erpnext.accounts.PurchaseInvoice = erpnext.buying.BuyingController.extend({
})
},
asset: function(frm, cdt, cdn) {
item_code: function(frm, cdt, cdn) {
var row = locals[cdt][cdn];
if(row.asset) {
if(row.item_code) {
frappe.call({
method: "erpnext.assets.doctype.asset_category.asset_category.get_asset_category_account",
args: {
"asset": row.asset,
"item": row.item_code,
"fieldname": "fixed_asset_account",
"account": row.expense_account
"company": frm.doc.company
},
callback: function(r, rt) {
frappe.model.set_value(cdt, cdn, "expense_account", r.message);
@ -430,19 +430,7 @@ cur_frm.fields_dict['select_print_heading'].get_query = function(doc, cdt, cdn)
cur_frm.set_query("expense_account", "items", function(doc) {
return {
query: "erpnext.controllers.queries.get_expense_account",
filters: {'company': doc.company}
}
});
cur_frm.set_query("asset", "items", function(doc, cdt, cdn) {
var d = locals[cdt][cdn];
return {
filters: {
'item_code': d.item_code,
'docstatus': 1,
'company': doc.company,
'status': 'Submitted'
}
filters: {'company': doc.company }
}
});

214
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -18,13 +18,14 @@ from erpnext.accounts.general_ledger import make_gl_entries, merge_similar_entri
from erpnext.accounts.doctype.gl_entry.gl_entry import update_outstanding_amt
from erpnext.buying.utils import check_on_hold_or_closed_status
from erpnext.accounts.general_ledger import get_round_off_account_and_cost_center
from erpnext.assets.doctype.asset.asset import get_asset_account, is_cwip_accounting_disabled
from erpnext.assets.doctype.asset.asset import get_asset_account, is_cwip_accounting_enabled
from frappe.model.mapper import get_mapped_doc
from six import iteritems
from erpnext.accounts.doctype.sales_invoice.sales_invoice import validate_inter_company_party, update_linked_doc,\
unlink_inter_company_doc
from erpnext.accounts.doctype.tax_withholding_category.tax_withholding_category import get_party_tax_withholding_details
from erpnext.accounts.deferred_revenue import validate_service_stop_date
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import get_item_account_wise_additional_cost
form_grid_templates = {
"items": "templates/form_grid/item_grid.html"
@ -97,7 +98,6 @@ class PurchaseInvoice(BuyingController):
self.set_against_expense_account()
self.validate_write_off_account()
self.validate_multiple_billing("Purchase Receipt", "pr_detail", "amount", "items")
self.validate_fixed_asset()
self.create_remarks()
self.set_status()
self.validate_purchase_receipt_if_update_stock()
@ -225,6 +225,8 @@ class PurchaseInvoice(BuyingController):
# in case of auto inventory accounting,
# expense account is always "Stock Received But Not Billed" for a stock item
# except epening entry, drop-ship entry and fixed asset items
if item.item_code:
asset_category = frappe.get_cached_value("Item", item.item_code, "asset_category")
if auto_accounting_for_stock and item.item_code in stock_items \
and self.is_opening == 'No' and not item.is_fixed_asset \
@ -235,12 +237,8 @@ class PurchaseInvoice(BuyingController):
item.expense_account = warehouse_account[item.warehouse]["account"]
else:
item.expense_account = stock_not_billed_account
elif item.is_fixed_asset and is_cwip_accounting_disabled():
if not item.asset:
frappe.throw(_("Row {0}: asset is required for item {1}")
.format(item.idx, item.item_code))
item.expense_account = get_asset_category_account(item.asset, 'fixed_asset_account',
elif item.is_fixed_asset and not is_cwip_accounting_enabled(asset_category):
item.expense_account = get_asset_category_account('fixed_asset_account', item=item.item_code,
company = self.company)
elif item.is_fixed_asset and item.pr_detail:
item.expense_account = asset_received_but_not_billed
@ -391,7 +389,8 @@ class PurchaseInvoice(BuyingController):
self.make_supplier_gl_entry(gl_entries)
self.make_item_gl_entries(gl_entries)
if not is_cwip_accounting_disabled():
if self.check_asset_cwip_enabled():
self.get_asset_gl_entry(gl_entries)
self.make_tax_gl_entries(gl_entries)
@ -404,6 +403,15 @@ class PurchaseInvoice(BuyingController):
return gl_entries
def check_asset_cwip_enabled(self):
# Check if there exists any item with cwip accounting enabled in it's asset category
for item in self.get("items"):
if item.item_code and item.is_fixed_asset:
asset_category = frappe.get_cached_value("Item", item.item_code, "asset_category")
if is_cwip_accounting_enabled(asset_category):
return 1
return 0
def make_supplier_gl_entry(self, gl_entries):
# Checked both rounding_adjustment and rounded_total
# because rounded_total had value even before introcution of posting GLE based on rounded total
@ -436,15 +444,23 @@ class PurchaseInvoice(BuyingController):
if self.update_stock and self.auto_accounting_for_stock:
warehouse_account = get_warehouse_account_map(self.company)
landed_cost_entries = get_item_account_wise_additional_cost(self.name)
voucher_wise_stock_value = {}
if self.update_stock:
for d in frappe.get_all('Stock Ledger Entry',
fields = ["voucher_detail_no", "stock_value_difference"], filters={'voucher_no': self.name}):
voucher_wise_stock_value.setdefault(d.voucher_detail_no, d.stock_value_difference)
valuation_tax_accounts = [d.account_head for d in self.get("taxes")
if d.category in ('Valuation', 'Total and Valuation')
and flt(d.base_tax_amount_after_discount_amount)]
for item in self.get("items"):
if flt(item.base_net_amount):
account_currency = get_account_currency(item.expense_account)
if item.item_code:
asset_category = frappe.get_cached_value("Item", item.item_code, "asset_category")
if self.update_stock and self.auto_accounting_for_stock and item.item_code in stock_items:
# warehouse account
@ -463,15 +479,16 @@ class PurchaseInvoice(BuyingController):
)
# Amount added through landed-cost-voucher
if flt(item.landed_cost_voucher_amount):
gl_entries.append(self.get_gl_dict({
"account": expenses_included_in_valuation,
"against": item.expense_account,
"cost_center": item.cost_center,
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"credit": flt(item.landed_cost_voucher_amount),
"project": item.project
}, item=item))
if landed_cost_entries:
for account, amount in iteritems(landed_cost_entries[(item.item_code, item.name)]):
gl_entries.append(self.get_gl_dict({
"account": account,
"against": item.expense_account,
"cost_center": item.cost_center,
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"credit": flt(amount),
"project": item.project
}, item=item))
# sub-contracting warehouse
if flt(item.rm_supp_cost):
@ -486,31 +503,61 @@ class PurchaseInvoice(BuyingController):
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"credit": flt(item.rm_supp_cost)
}, warehouse_account[self.supplier_warehouse]["account_currency"], item=item))
elif not item.is_fixed_asset or (item.is_fixed_asset and is_cwip_accounting_disabled()):
elif not item.is_fixed_asset or (item.is_fixed_asset and not is_cwip_accounting_enabled(asset_category)):
expense_account = (item.expense_account
if (not item.enable_deferred_expense or self.is_return) else item.deferred_expense_account)
gl_entries.append(
self.get_gl_dict({
if not item.is_fixed_asset:
amount = flt(item.base_net_amount, item.precision("base_net_amount"))
else:
amount = flt(item.base_net_amount + item.item_tax_amount, item.precision("base_net_amount"))
gl_entries.append(self.get_gl_dict({
"account": expense_account,
"against": self.supplier,
"debit": flt(item.base_net_amount, item.precision("base_net_amount")),
"debit_in_account_currency": (flt(item.base_net_amount,
item.precision("base_net_amount")) if account_currency==self.company_currency
else flt(item.net_amount, item.precision("net_amount"))),
"debit": amount,
"cost_center": item.cost_center,
"project": item.project
}, account_currency, item=item)
)
}, account_currency, item=item))
# If asset is bought through this document and not linked to PR
if self.update_stock and item.landed_cost_voucher_amount:
expenses_included_in_asset_valuation = self.get_company_default("expenses_included_in_asset_valuation")
# Amount added through landed-cost-voucher
gl_entries.append(self.get_gl_dict({
"account": expenses_included_in_asset_valuation,
"against": expense_account,
"cost_center": item.cost_center,
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"credit": flt(item.landed_cost_voucher_amount),
"project": item.project
}, item=item))
gl_entries.append(self.get_gl_dict({
"account": expense_account,
"against": expenses_included_in_asset_valuation,
"cost_center": item.cost_center,
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"debit": flt(item.landed_cost_voucher_amount),
"project": item.project
}, item=item))
# update gross amount of asset bought through this document
assets = frappe.db.get_all('Asset',
filters={ 'purchase_invoice': self.name, 'item_code': item.item_code }
)
for asset in assets:
frappe.db.set_value("Asset", asset.name, "gross_purchase_amount", flt(item.valuation_rate))
frappe.db.set_value("Asset", asset.name, "purchase_receipt_amount", flt(item.valuation_rate))
if self.auto_accounting_for_stock and self.is_opening == "No" and \
item.item_code in stock_items and item.item_tax_amount:
# Post reverse entry for Stock-Received-But-Not-Billed if it is booked in Purchase Receipt
if item.purchase_receipt:
if item.purchase_receipt and valuation_tax_accounts:
negative_expense_booked_in_pr = frappe.db.sql("""select name from `tabGL Entry`
where voucher_type='Purchase Receipt' and voucher_no=%s and account=%s""",
(item.purchase_receipt, self.expenses_included_in_valuation))
where voucher_type='Purchase Receipt' and voucher_no=%s and account in %s""",
(item.purchase_receipt, valuation_tax_accounts))
if not negative_expense_booked_in_pr:
gl_entries.append(
@ -527,27 +574,27 @@ class PurchaseInvoice(BuyingController):
item.precision("item_tax_amount"))
def get_asset_gl_entry(self, gl_entries):
arbnb_account = self.get_company_default("asset_received_but_not_billed")
eiiav_account = self.get_company_default("expenses_included_in_asset_valuation")
for item in self.get("items"):
if item.is_fixed_asset:
eiiav_account = self.get_company_default("expenses_included_in_asset_valuation")
asset_amount = flt(item.net_amount) + flt(item.item_tax_amount/self.conversion_rate)
base_asset_amount = flt(item.base_net_amount + item.item_tax_amount)
if (not item.expense_account or frappe.db.get_value('Account',
item.expense_account, 'account_type') not in ['Asset Received But Not Billed', 'Fixed Asset']):
arbnb_account = self.get_company_default("asset_received_but_not_billed")
item_exp_acc_type = frappe.db.get_value('Account', item.expense_account, 'account_type')
if (not item.expense_account or item_exp_acc_type not in ['Asset Received But Not Billed', 'Fixed Asset']):
item.expense_account = arbnb_account
if not self.update_stock:
asset_rbnb_currency = get_account_currency(item.expense_account)
arbnb_currency = get_account_currency(item.expense_account)
gl_entries.append(self.get_gl_dict({
"account": item.expense_account,
"against": self.supplier,
"remarks": self.get("remarks") or _("Accounting Entry for Asset"),
"debit": base_asset_amount,
"debit_in_account_currency": (base_asset_amount
if asset_rbnb_currency == self.company_currency else asset_amount),
if arbnb_currency == self.company_currency else asset_amount),
"cost_center": item.cost_center
}, item=item))
@ -564,8 +611,7 @@ class PurchaseInvoice(BuyingController):
item.item_tax_amount / self.conversion_rate)
}, item=item))
else:
cwip_account = get_asset_account("capital_work_in_progress_account",
item.asset, company = self.company)
cwip_account = get_asset_account("capital_work_in_progress_account", company = self.company)
cwip_account_currency = get_account_currency(cwip_account)
gl_entries.append(self.get_gl_dict({
@ -591,6 +637,36 @@ class PurchaseInvoice(BuyingController):
item.item_tax_amount / self.conversion_rate)
}, item=item))
# When update stock is checked
# Assets are bought through this document then it will be linked to this document
if self.update_stock:
if flt(item.landed_cost_voucher_amount):
gl_entries.append(self.get_gl_dict({
"account": eiiav_account,
"against": cwip_account,
"cost_center": item.cost_center,
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"credit": flt(item.landed_cost_voucher_amount),
"project": item.project
}, item=item))
gl_entries.append(self.get_gl_dict({
"account": cwip_account,
"against": eiiav_account,
"cost_center": item.cost_center,
"remarks": self.get("remarks") or _("Accounting Entry for Stock"),
"debit": flt(item.landed_cost_voucher_amount),
"project": item.project
}, item=item))
# update gross amount of assets bought through this document
assets = frappe.db.get_all('Asset',
filters={ 'purchase_invoice': self.name, 'item_code': item.item_code }
)
for asset in assets:
frappe.db.set_value("Asset", asset.name, "gross_purchase_amount", flt(item.valuation_rate))
frappe.db.set_value("Asset", asset.name, "purchase_receipt_amount", flt(item.valuation_rate))
return gl_entries
def make_stock_adjustment_entry(self, gl_entries, item, voucher_wise_stock_value, account_currency):
@ -641,14 +717,14 @@ class PurchaseInvoice(BuyingController):
if account_currency==self.company_currency \
else tax.tax_amount_after_discount_amount,
"cost_center": tax.cost_center
}, account_currency)
}, account_currency, item=tax)
)
# accumulate valuation tax
if self.is_opening == "No" and tax.category in ("Valuation", "Valuation and Total") and flt(tax.base_tax_amount_after_discount_amount):
if self.auto_accounting_for_stock and not tax.cost_center:
frappe.throw(_("Cost Center is required in row {0} in Taxes table for type {1}").format(tax.idx, _(tax.category)))
valuation_tax.setdefault(tax.cost_center, 0)
valuation_tax[tax.cost_center] += \
valuation_tax.setdefault(tax.name, 0)
valuation_tax[tax.name] += \
(tax.add_deduct_tax == "Add" and 1 or -1) * flt(tax.base_tax_amount_after_discount_amount)
if self.is_opening == "No" and self.negative_expense_to_be_booked and valuation_tax:
@ -658,36 +734,38 @@ class PurchaseInvoice(BuyingController):
total_valuation_amount = sum(valuation_tax.values())
amount_including_divisional_loss = self.negative_expense_to_be_booked
i = 1
for cost_center, amount in iteritems(valuation_tax):
if i == len(valuation_tax):
applicable_amount = amount_including_divisional_loss
else:
applicable_amount = self.negative_expense_to_be_booked * (amount / total_valuation_amount)
amount_including_divisional_loss -= applicable_amount
for tax in self.get("taxes"):
if valuation_tax.get(tax.name):
if i == len(valuation_tax):
applicable_amount = amount_including_divisional_loss
else:
applicable_amount = self.negative_expense_to_be_booked * (valuation_tax[tax.name] / total_valuation_amount)
amount_including_divisional_loss -= applicable_amount
gl_entries.append(
self.get_gl_dict({
"account": self.expenses_included_in_valuation,
"cost_center": cost_center,
"against": self.supplier,
"credit": applicable_amount,
"remarks": self.remarks or "Accounting Entry for Stock"
})
)
gl_entries.append(
self.get_gl_dict({
"account": tax.account_head,
"cost_center": tax.cost_center,
"against": self.supplier,
"credit": applicable_amount,
"remarks": self.remarks or _("Accounting Entry for Stock"),
}, item=tax)
)
i += 1
i += 1
if self.auto_accounting_for_stock and self.update_stock and valuation_tax:
for cost_center, amount in iteritems(valuation_tax):
gl_entries.append(
self.get_gl_dict({
"account": self.expenses_included_in_valuation,
"cost_center": cost_center,
"against": self.supplier,
"credit": amount,
"remarks": self.remarks or "Accounting Entry for Stock"
})
)
for tax in self.get("taxes"):
if valuation_tax.get(tax.name):
gl_entries.append(
self.get_gl_dict({
"account": tax.account_head,
"cost_center": tax.cost_center,
"against": self.supplier,
"credit": valuation_tax[tax.name],
"remarks": self.remarks or "Accounting Entry for Stock"
}, item=tax)
)
def make_payment_gl_entries(self, gl_entries):
# Make Cash GL Entries

4
erpnext/accounts/doctype/purchase_invoice/purchase_invoice_list.js
View File

@ -6,8 +6,8 @@ frappe.listview_settings['Purchase Invoice'] = {
add_fields: ["supplier", "supplier_name", "base_grand_total", "outstanding_amount", "due_date", "company",
"currency", "is_return", "release_date", "on_hold"],
get_indicator: function(doc) {
if(flt(doc.outstanding_amount) < 0 && doc.docstatus == 1) {
return [__("Debit Note Issued"), "darkgrey", "outstanding_amount,<,0"]
if( (flt(doc.outstanding_amount) <= 0) && doc.docstatus == 1 && doc.status == 'Debit Note Issued') {
return [__("Debit Note Issued"), "darkgrey", "outstanding_amount,<=,0"];
} else if(flt(doc.outstanding_amount) > 0 && doc.docstatus==1) {
if(cint(doc.on_hold) && !doc.release_date) {
return [__("On Hold"), "darkgrey"];

59
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -10,7 +10,7 @@ from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_ent
from frappe.utils import cint, flt, today, nowdate, add_days
import frappe.defaults
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import set_perpetual_inventory, \
test_records as pr_test_records
test_records as pr_test_records, make_purchase_receipt, get_taxes
from erpnext.controllers.accounts_controller import get_payment_terms
from erpnext.exceptions import InvalidCurrency
from erpnext.stock.doctype.stock_entry.test_stock_entry import get_qty_after_transaction
@ -57,16 +57,11 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertEqual([d.debit, d.credit], expected_gl_entries.get(d.account))
def test_gl_entries_with_perpetual_inventory(self):
pi = frappe.copy_doc(test_records[1])
set_perpetual_inventory(1, pi.company)
pi = make_purchase_invoice(company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1", get_taxes_and_charges=True, qty=10)
self.assertTrue(cint(erpnext.is_perpetual_inventory_enabled(pi.company)), 1)
pi.insert()
pi.submit()
self.check_gle_for_pi(pi.name)
set_perpetual_inventory(0, pi.company)
def test_terms_added_after_save(self):
pi = frappe.copy_doc(test_records[1])
pi.insert()
@ -196,32 +191,33 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertEqual(pi.on_hold, 0)
def test_gl_entries_with_perpetual_inventory_against_pr(self):
pr = frappe.copy_doc(pr_test_records[0])
set_perpetual_inventory(1, pr.company)
self.assertTrue(cint(erpnext.is_perpetual_inventory_enabled(pr.company)), 1)
pr.submit()
pi = frappe.copy_doc(test_records[1])
for d in pi.get("items"):
pr = make_purchase_receipt(company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", get_taxes_and_charges=True,)
self.assertTrue(cint(erpnext.is_perpetual_inventory_enabled(pr.company)), 1)
pi = make_purchase_invoice(company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1", get_taxes_and_charges=True, qty=10,do_not_save= "True")
for d in pi.items:
d.purchase_receipt = pr.name
pi.insert()
pi.submit()
self.check_gle_for_pi(pi.name)
set_perpetual_inventory(0, pr.company)
def check_gle_for_pi(self, pi):
gl_entries = frappe.db.sql("""select account, debit, credit
gl_entries = frappe.db.sql("""select account, sum(debit) as debit, sum(credit) as credit
from `tabGL Entry` where voucher_type='Purchase Invoice' and voucher_no=%s
order by account asc""", pi, as_dict=1)
group by account""", pi, as_dict=1)
self.assertTrue(gl_entries)
expected_values = dict((d[0], d) for d in [
["_Test Payable - _TC", 0, 720],
["Stock Received But Not Billed - _TC", 500.0, 0],
["_Test Account Shipping Charges - _TC", 100.0, 0],
["_Test Account VAT - _TC", 120.0, 0],
["Creditors - TCP1", 0, 720],
["Stock Received But Not Billed - TCP1", 500.0, 0],
["_Test Account Shipping Charges - TCP1", 100.0, 0.0],
["_Test Account VAT - TCP1", 120.0, 0]
])
for i, gle in enumerate(gl_entries):
@ -524,10 +520,9 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertFalse(gle)
def test_purchase_invoice_update_stock_gl_entry_with_perpetual_inventory(self):
set_perpetual_inventory()
pi = make_purchase_invoice(update_stock=1, posting_date=frappe.utils.nowdate(),
posting_time=frappe.utils.nowtime())
posting_time=frappe.utils.nowtime(), cash_bank_account="Cash - TCP1", company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1")
gl_entries = frappe.db.sql("""select account, account_currency, debit, credit,
debit_in_account_currency, credit_in_account_currency
@ -548,9 +543,9 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertEqual(expected_gl_entries[gle.account][2], gle.credit)
def test_purchase_invoice_for_is_paid_and_update_stock_gl_entry_with_perpetual_inventory(self):
set_perpetual_inventory()
pi = make_purchase_invoice(update_stock=1, posting_date=frappe.utils.nowdate(),
posting_time=frappe.utils.nowtime(), cash_bank_account="Cash - _TC", is_paid=1)
posting_time=frappe.utils.nowtime(), cash_bank_account="Cash - TCP1", is_paid=1, company="_Test Company with perpetual inventory", supplier_warehouse="Work In Progress - TCP1", warehouse= "Stores - TCP1", cost_center = "Main - TCP1", expense_account ="_Test Account Cost for Goods Sold - TCP1")
gl_entries = frappe.db.sql("""select account, account_currency, sum(debit) as debit,
sum(credit) as credit, debit_in_account_currency, credit_in_account_currency
@ -563,7 +558,7 @@ class TestPurchaseInvoice(unittest.TestCase):
expected_gl_entries = dict((d[0], d) for d in [
[pi.credit_to, 250.0, 250.0],
[stock_in_hand_account, 250.0, 0.0],
["Cash - _TC", 0.0, 250.0]
["Cash - TCP1", 0.0, 250.0]
])
for i, gle in enumerate(gl_entries):
@ -630,6 +625,7 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertEqual(pi.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2))
def test_rejected_serial_no(self):
set_perpetual_inventory(0)
pi = make_purchase_invoice(item_code="_Test Serialized Item With Series", received_qty=2, qty=1,
rejected_qty=1, rate=500, update_stock=1,
rejected_warehouse = "_Test Rejected Warehouse - _TC")
@ -881,7 +877,7 @@ def make_purchase_invoice(**args):
pi.is_return = args.is_return
pi.return_against = args.return_against
pi.is_subcontracted = args.is_subcontracted or "No"
pi.supplier_warehouse = "_Test Warehouse 1 - _TC"
pi.supplier_warehouse = args.supplier_warehouse or "_Test Warehouse 1 - _TC"
pi.append("items", {
"item_code": args.item or args.item_code or "_Test Item",
@ -890,14 +886,21 @@ def make_purchase_invoice(**args):
"received_qty": args.received_qty or 0,
"rejected_qty": args.rejected_qty or 0,
"rate": args.rate or 50,
'expense_account': args.expense_account or '_Test Account Cost for Goods Sold - _TC',
"conversion_factor": 1.0,
"serial_no": args.serial_no,
"stock_uom": "_Test UOM",
"cost_center": "_Test Cost Center - _TC",
"cost_center": args.cost_center or "_Test Cost Center - _TC",
"project": args.project,
"rejected_warehouse": args.rejected_warehouse or "",
"rejected_serial_no": args.rejected_serial_no or ""
})
if args.get_taxes_and_charges:
taxes = get_taxes()
for tax in taxes:
pi.append("taxes", tax)
if not args.do_not_save:
pi.insert()
if not args.do_not_submit:

30
erpnext/accounts/doctype/purchase_invoice_item/purchase_invoice_item.json
View File

@ -71,8 +71,8 @@
"expense_account",
"col_break5",
"is_fixed_asset",
"asset",
"asset_location",
"asset_category",
"deferred_expense_section",
"deferred_expense_account",
"service_stop_date",
@ -116,6 +116,8 @@
"fieldtype": "Column Break"
},
{
"fetch_from": "item_code.item_name",
"fetch_if_empty": 1,
"fieldname": "item_name",
"fieldtype": "Data",
"in_global_search": 1,
@ -414,6 +416,7 @@
"print_hide": 1
},
{
"depends_on": "eval:!doc.is_fixed_asset",
"fieldname": "batch_no",
"fieldtype": "Link",
"label": "Batch No",
@ -425,12 +428,14 @@
"fieldtype": "Column Break"
},
{
"depends_on": "eval:!doc.is_fixed_asset",
"fieldname": "serial_no",
"fieldtype": "Text",
"label": "Serial No",
"no_copy": 1
},
{
"depends_on": "eval:!doc.is_fixed_asset",
"fieldname": "rejected_serial_no",
"fieldtype": "Text",
"label": "Rejected Serial No",
@ -615,6 +620,7 @@
},
{
"default": "0",
"fetch_from": "item_code.is_fixed_asset",
"fieldname": "is_fixed_asset",
"fieldtype": "Check",
"hidden": 1,
@ -623,14 +629,6 @@
"print_hide": 1,
"read_only": 1
},
{
"depends_on": "is_fixed_asset",
"fieldname": "asset",
"fieldtype": "Link",
"label": "Asset",
"no_copy": 1,
"options": "Asset"
},
{
"depends_on": "is_fixed_asset",
"fieldname": "asset_location",
@ -676,7 +674,7 @@
"fieldname": "pr_detail",
"fieldtype": "Data",
"hidden": 1,
"label": "PR Detail",
"label": "Purchase Receipt Detail",
"no_copy": 1,
"oldfieldname": "pr_detail",
"oldfieldtype": "Data",
@ -754,11 +752,21 @@
"fieldtype": "Data",
"label": "Manufacturer Part Number",
"read_only": 1
},
{
"depends_on": "is_fixed_asset",
"fetch_from": "item_code.asset_category",
"fieldname": "asset_category",
"fieldtype": "Data",
"in_preview": 1,
"label": "Asset Category",
"options": "Asset Category",
"read_only": 1
}
],
"idx": 1,
"istable": 1,
"modified": "2019-09-17 22:32:05.984240",
"modified": "2019-11-21 16:27:52.043744",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice Item",

23
erpnext/accounts/doctype/sales_invoice/pos.py
View File

@ -402,14 +402,21 @@ def make_invoice(doc_list={}, email_queue_list={}, customers_list={}):
for docs in doc_list:
for name, doc in iteritems(docs):
if not frappe.db.exists('Sales Invoice', {'offline_pos_name': name}):
validate_records(doc)
si_doc = frappe.new_doc('Sales Invoice')
si_doc.offline_pos_name = name
si_doc.update(doc)
si_doc.set_posting_time = 1
si_doc.customer = get_customer_id(doc)
si_doc.due_date = doc.get('posting_date')
name_list = submit_invoice(si_doc, name, doc, name_list)
if isinstance(doc, dict):
validate_records(doc)
si_doc = frappe.new_doc('Sales Invoice')
si_doc.offline_pos_name = name
si_doc.update(doc)
si_doc.set_posting_time = 1
si_doc.customer = get_customer_id(doc)
si_doc.due_date = doc.get('posting_date')
name_list = submit_invoice(si_doc, name, doc, name_list)
else:
doc.due_date = doc.get('posting_date')
doc.customer = get_customer_id(doc)
doc.set_posting_time = 1
doc.offline_pos_name = name
name_list = submit_invoice(doc, name, doc, name_list)
else:
name_list.append(name)

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

@ -136,6 +136,16 @@ class SalesInvoice(SellingController):
if self.redeem_loyalty_points and self.loyalty_program and self.loyalty_points:
validate_loyalty_points(self, self.loyalty_points)
def validate_fixed_asset(self):
for d in self.get("items"):
if d.is_fixed_asset and d.meta.get_field("asset") and d.asset:
asset = frappe.get_doc("Asset", d.asset)
if self.doctype == "Sales Invoice" and self.docstatus == 1:
if self.update_stock:
frappe.throw(_("'Update Stock' cannot be checked for fixed asset sale"))
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 before_save(self):
set_account_for_mode_of_payment(self)
@ -686,7 +696,6 @@ class SalesInvoice(SellingController):
def make_gl_entries(self, gl_entries=None, repost_future_gle=True, from_repost=False):
auto_accounting_for_stock = erpnext.is_perpetual_inventory_enabled(self.company)
if not gl_entries:
gl_entries = self.get_gl_entries()
@ -992,10 +1001,8 @@ class SalesInvoice(SellingController):
continue
for serial_no in item.serial_no.split("\n"):
if serial_no and frappe.db.exists('Serial No', serial_no):
sno = frappe.get_doc('Serial No', serial_no)
sno.sales_invoice = invoice
sno.db_update()
if serial_no and frappe.db.get_value('Serial No', serial_no, 'item_code') == item.item_code:
frappe.db.set_value('Serial No', serial_no, 'sales_invoice', invoice)
def validate_serial_numbers(self):
"""
@ -1041,8 +1048,9 @@ class SalesInvoice(SellingController):
continue
for serial_no in item.serial_no.split("\n"):
sales_invoice = frappe.db.get_value("Serial No", serial_no, "sales_invoice")
if sales_invoice and self.name != sales_invoice:
sales_invoice, item_code = frappe.db.get_value("Serial No", serial_no,
["sales_invoice", "item_code"])
if sales_invoice and item_code == item.item_code and self.name != sales_invoice:
sales_invoice_company = frappe.db.get_value("Sales Invoice", sales_invoice, "company")
if sales_invoice_company == self.company:
frappe.throw(_("Serial Number: {0} is already referenced in Sales Invoice: {1}"
@ -1231,7 +1239,8 @@ class SalesInvoice(SellingController):
self.status = "Unpaid and Discounted"
elif flt(self.outstanding_amount) > 0 and getdate(self.due_date) >= getdate(nowdate()):
self.status = "Unpaid"
elif flt(self.outstanding_amount) < 0 and self.is_return==0 and frappe.db.get_value('Sales Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1}):
#Check if outstanding amount is 0 due to credit note issued against invoice
elif flt(self.outstanding_amount) <= 0 and self.is_return == 0 and frappe.db.get_value('Sales Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1}):
self.status = "Credit Note Issued"
elif self.is_return == 1:
self.status = "Return"

3
erpnext/accounts/doctype/sales_invoice/test_records.json
View File

@ -68,8 +68,6 @@
"selling_price_list": "_Test Price List",
"territory": "_Test Territory"
},
{
"company": "_Test Company",
"conversion_rate": 1.0,
@ -276,7 +274,6 @@
"uom": "_Test UOM 1",
"conversion_factor": 1,
"stock_uom": "_Test UOM 1"
},
{
"cost_center": "_Test Cost Center - _TC",

161
erpnext/accounts/doctype/sales_invoice/test_sales_invoice.py
View File

@ -20,6 +20,9 @@ from erpnext.stock.doctype.item.test_item import create_item
from six import iteritems
from erpnext.accounts.doctype.sales_invoice.sales_invoice import make_inter_company_transaction
from erpnext.regional.india.utils import get_ewb_data
from erpnext.stock.doctype.stock_entry.stock_entry_utils import make_stock_entry
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice
class TestSalesInvoice(unittest.TestCase):
def make(self):
@ -550,7 +553,6 @@ class TestSalesInvoice(unittest.TestCase):
si.get("taxes")[6].tax_amount = 2
si.insert()
print(si.name)
expected_values = [
{
@ -679,56 +681,67 @@ class TestSalesInvoice(unittest.TestCase):
self.assertFalse(gle)
def test_pos_gl_entry_with_perpetual_inventory(self):
set_perpetual_inventory()
make_pos_profile()
self._insert_purchase_receipt()
pos = copy.deepcopy(test_records[1])
pos["is_pos"] = 1
pos["update_stock"] = 1
pos["payments"] = [{'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 300},
{'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 300}]
pr = make_purchase_receipt(company= "_Test Company with perpetual inventory",supplier_warehouse= "Work In Progress - TCP1", item_code= "_Test FG Item",warehouse= "Stores - TCP1",cost_center= "Main - TCP1")
pos = create_sales_invoice(company= "_Test Company with perpetual inventory", debit_to="Debtors - TCP1", item_code= "_Test FG Item", warehouse="Stores - TCP1", income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1", cost_center = "Main - TCP1", do_not_save=True)
pos.is_pos = 1
pos.update_stock = 1
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - TCP1', 'amount': 50})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - TCP1', 'amount': 50})
taxes = get_taxes_and_charges()
pos.taxes = []
for tax in taxes:
pos.append("taxes", tax)
si = frappe.copy_doc(pos)
si.insert()
si.submit()
self.assertEqual(si.paid_amount, 100.0)
self.assertEqual(si.paid_amount, 600.0)
self.pos_gl_entry(si, pos, 300)
self.pos_gl_entry(si, pos, 50)
def test_pos_change_amount(self):
set_perpetual_inventory()
make_pos_profile()
self._insert_purchase_receipt()
pos = copy.deepcopy(test_records[1])
pos["is_pos"] = 1
pos["update_stock"] = 1
pos["payments"] = [{'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 300},
{'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 340}]
pr = make_purchase_receipt(company= "_Test Company with perpetual inventory",supplier_warehouse= "Work In Progress - TCP1", item_code= "_Test FG Item",warehouse= "Stores - TCP1",cost_center= "Main - TCP1")
si = frappe.copy_doc(pos)
si.change_amount = 5.0
si.insert()
si.submit()
pos = create_sales_invoice(company= "_Test Company with perpetual inventory", debit_to="Debtors - TCP1", item_code= "_Test FG Item", warehouse="Stores - TCP1", income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1", cost_center = "Main - TCP1", do_not_save=True)
self.assertEqual(si.grand_total, 630.0)
self.assertEqual(si.write_off_amount, -5)
pos.is_pos = 1
pos.update_stock = 1
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - TCP1', 'amount': 50})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - TCP1', 'amount': 60})
pos.change_amount = 5.0
pos.insert()
pos.submit()
self.assertEqual(pos.grand_total, 100.0)
self.assertEqual(pos.write_off_amount, -5)
def test_make_pos_invoice(self):
from erpnext.accounts.doctype.sales_invoice.pos import make_invoice
set_perpetual_inventory()
make_pos_profile()
self._insert_purchase_receipt()
pr = make_purchase_receipt(company= "_Test Company with perpetual inventory",supplier_warehouse= "Work In Progress - TCP1", item_code= "_Test FG Item",warehouse= "Stores - TCP1",cost_center= "Main - TCP1")
pos = create_sales_invoice(company= "_Test Company with perpetual inventory", debit_to="Debtors - TCP1", item_code= "_Test FG Item", warehouse="Stores - TCP1", income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1", cost_center = "Main - TCP1", do_not_save=True)
pos = copy.deepcopy(test_records[1])
pos["is_pos"] = 1
pos["update_stock"] = 1
pos["payments"] = [{'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - _TC', 'amount': 300},
{'mode_of_payment': 'Cash', 'account': 'Cash - _TC', 'amount': 330}]
pos.is_pos = 1
pos.update_stock = 1
pos.append("payments", {'mode_of_payment': 'Bank Draft', 'account': '_Test Bank - TCP1', 'amount': 50})
pos.append("payments", {'mode_of_payment': 'Cash', 'account': 'Cash - TCP1', 'amount': 50})
taxes = get_taxes_and_charges()
pos.taxes = []
for tax in taxes:
pos.append("taxes", tax)
invoice_data = [{'09052016142': pos}]
si = make_invoice(invoice_data).get('invoice')
@ -736,16 +749,15 @@ class TestSalesInvoice(unittest.TestCase):
sales_invoice = frappe.get_all('Sales Invoice', fields =["*"], filters = {'offline_pos_name': '09052016142', 'docstatus': 1})
si = frappe.get_doc('Sales Invoice', sales_invoice[0].name)
self.assertEqual(si.grand_total, 630.0)
self.pos_gl_entry(si, pos, 330)
self.assertEqual(si.grand_total, 100)
self.pos_gl_entry(si, pos, 50)
def test_make_pos_invoice_in_draft(self):
from erpnext.accounts.doctype.sales_invoice.pos import make_invoice
from erpnext.stock.doctype.item.test_item import make_item
set_perpetual_inventory()
allow_negative_stock = frappe.db.get_single_value('Stock Settings', 'allow_negative_stock')
if allow_negative_stock:
frappe.db.set_value('Stock Settings', None, 'allow_negative_stock', 0)
@ -789,7 +801,7 @@ class TestSalesInvoice(unittest.TestCase):
si.name, as_dict=1)[0]
self.assertTrue(sle)
self.assertEqual([sle.item_code, sle.warehouse, sle.actual_qty],
["_Test Item", "_Test Warehouse - _TC", -1.0])
['_Test FG Item', 'Stores - TCP1', -1.0])
# check gl entries
gl_entries = frappe.db.sql("""select account, debit, credit
@ -797,19 +809,19 @@ class TestSalesInvoice(unittest.TestCase):
order by account asc, debit asc, credit asc""", si.name, as_dict=1)
self.assertTrue(gl_entries)
stock_in_hand = get_inventory_account('_Test Company')
stock_in_hand = get_inventory_account('_Test Company with perpetual inventory')
expected_gl_entries = sorted([
[si.debit_to, 630.0, 0.0],
[pos["items"][0]["income_account"], 0.0, 500.0],
[pos["taxes"][0]["account_head"], 0.0, 80.0],
[pos["taxes"][1]["account_head"], 0.0, 50.0],
[si.debit_to, 100.0, 0.0],
[pos.items[0].income_account, 0.0, 89.09],
['Round Off - TCP1', 0.0, 0.01],
[pos.taxes[0].account_head, 0.0, 10.69],
[pos.taxes[1].account_head, 0.0, 0.21],
[stock_in_hand, 0.0, abs(sle.stock_value_difference)],
[pos["items"][0]["expense_account"], abs(sle.stock_value_difference), 0.0],
[si.debit_to, 0.0, 300.0],
[pos.items[0].expense_account, abs(sle.stock_value_difference), 0.0],
[si.debit_to, 0.0, 50.0],
[si.debit_to, 0.0, cash_amount],
["_Test Bank - _TC", 300.0, 0.0],
["Cash - _TC", cash_amount, 0.0]
["_Test Bank - TCP1", 50, 0.0],
["Cash - TCP1", cash_amount, 0.0]
])
for i, gle in enumerate(sorted(gl_entries, key=lambda gle: gle.account)):
@ -823,9 +835,9 @@ class TestSalesInvoice(unittest.TestCase):
self.assertFalse(gle)
set_perpetual_inventory(0)
frappe.db.sql("delete from `tabPOS Profile`")
si.delete()
def test_pos_si_without_payment(self):
set_perpetual_inventory()
@ -1008,7 +1020,6 @@ class TestSalesInvoice(unittest.TestCase):
"""
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_serialized_item
from erpnext.stock.doctype.delivery_note.test_delivery_note import create_delivery_note
from erpnext.stock.doctype.delivery_note.delivery_note import make_sales_invoice
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
se = make_serialized_item()
@ -1023,14 +1034,17 @@ class TestSalesInvoice(unittest.TestCase):
self.assertEqual(si.get("items")[0].serial_no, dn.get("items")[0].serial_no)
def test_return_sales_invoice(self):
set_perpetual_inventory()
make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=50, basic_rate=100)
make_stock_entry(item_code="_Test Item", target="Stores - TCP1", qty=50, basic_rate=100)
actual_qty_0 = get_qty_after_transaction()
actual_qty_0 = get_qty_after_transaction(item_code = "_Test Item", warehouse = "Stores - TCP1")
si = create_sales_invoice(qty=5, rate=500, update_stock=1)
si = create_sales_invoice(qty = 5, rate=500, update_stock=1, company= "_Test Company with perpetual inventory", debit_to="Debtors - TCP1", item_code= "_Test Item", warehouse="Stores - TCP1", income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1", cost_center = "Main - TCP1")
actual_qty_1 = get_qty_after_transaction(item_code = "_Test Item", warehouse = "Stores - TCP1")
frappe.db.commit()
actual_qty_1 = get_qty_after_transaction()
self.assertEqual(actual_qty_0 - 5, actual_qty_1)
# outgoing_rate
@ -1038,10 +1052,9 @@ class TestSalesInvoice(unittest.TestCase):
"voucher_no": si.name}, "stock_value_difference") / 5
# return entry
si1 = create_sales_invoice(is_return=1, return_against=si.name, qty=-2, rate=500, update_stock=1)
actual_qty_2 = get_qty_after_transaction()
si1 = create_sales_invoice(is_return=1, return_against=si.name, qty=-2, rate=500, update_stock=1, company= "_Test Company with perpetual inventory", debit_to="Debtors - TCP1", item_code= "_Test Item", warehouse="Stores - TCP1", income_account = "Sales - TCP1", expense_account = "Cost of Goods Sold - TCP1", cost_center = "Main - TCP1")
actual_qty_2 = get_qty_after_transaction(item_code = "_Test Item", warehouse = "Stores - TCP1")
self.assertEqual(actual_qty_1 + 2, actual_qty_2)
incoming_rate, stock_value_difference = frappe.db.get_value("Stock Ledger Entry",
@ -1049,7 +1062,7 @@ class TestSalesInvoice(unittest.TestCase):
["incoming_rate", "stock_value_difference"])
self.assertEqual(flt(incoming_rate, 3), abs(flt(outgoing_rate, 3)))
stock_in_hand_account = get_inventory_account('_Test Company', si1.items[0].warehouse)
stock_in_hand_account = get_inventory_account('_Test Company with perpetual inventory', si1.items[0].warehouse)
# Check gl entry
gle_warehouse_amount = frappe.db.get_value("GL Entry", {"voucher_type": "Sales Invoice",
@ -1058,7 +1071,7 @@ class TestSalesInvoice(unittest.TestCase):
self.assertEqual(gle_warehouse_amount, stock_value_difference)
party_credited = frappe.db.get_value("GL Entry", {"voucher_type": "Sales Invoice",
"voucher_no": si1.name, "account": "Debtors - _TC", "party": "_Test Customer"}, "credit")
"voucher_no": si1.name, "account": "Debtors - TCP1", "party": "_Test Customer"}, "credit")
self.assertEqual(party_credited, 1000)
@ -1066,7 +1079,6 @@ class TestSalesInvoice(unittest.TestCase):
self.assertFalse(si1.outstanding_amount)
self.assertEqual(frappe.db.get_value("Sales Invoice", si.name, "outstanding_amount"), 1500)
set_perpetual_inventory(0)
def test_discount_on_net_total(self):
si = frappe.copy_doc(test_records[2])
@ -1524,6 +1536,8 @@ class TestSalesInvoice(unittest.TestCase):
self.assertEqual(si.total_taxes_and_charges, 577.05)
self.assertEqual(si.grand_total, 1827.05)
def test_create_invoice_without_terms(self):
si = create_sales_invoice(do_not_save=1)
self.assertFalse(si.get('payment_schedule'))
@ -1930,4 +1944,29 @@ def get_outstanding_amount(against_voucher_type, against_voucher, account, party
if against_voucher_type == 'Purchase Invoice':
bal = bal * -1
return bal
return bal
def get_taxes_and_charges():
return [{
"account_head": "_Test Account Excise Duty - TCP1",
"charge_type": "On Net Total",
"cost_center": "Main - TCP1",
"description": "Excise Duty",
"doctype": "Sales Taxes and Charges",
"idx": 1,
"included_in_print_rate": 1,
"parentfield": "taxes",
"rate": 12
},
{
"account_head": "_Test Account Education Cess - TCP1",
"charge_type": "On Previous Row Amount",
"cost_center": "Main - TCP1",
"description": "Education Cess",
"doctype": "Sales Taxes and Charges",
"idx": 2,
"included_in_print_rate": 1,
"parentfield": "taxes",
"rate": 2,
"row_id": 1
}]

6
erpnext/accounts/doctype/share_transfer/share_transfer.js
View File

@ -21,6 +21,8 @@ frappe.ui.form.on('Share Transfer', {
erpnext.share_transfer.make_jv(frm);
});
}
frm.toggle_reqd("asset_account", frm.doc.transfer_type != "Transfer");
},
no_of_shares: (frm) => {
if (frm.doc.rate != undefined || frm.doc.rate != null){
@ -56,6 +58,10 @@ frappe.ui.form.on('Share Transfer', {
};
});
}
},
transfer_type: function(frm) {
frm.toggle_reqd("asset_account", frm.doc.transfer_type != "Transfer");
}
});

1048
erpnext/accounts/doctype/share_transfer/share_transfer.json
View File

File diff suppressed because it is too large Load Diff

10
erpnext/accounts/doctype/shipping_rule/test_shipping_rule.py
View File

@ -14,13 +14,13 @@ class TestShippingRule(unittest.TestCase):
shipping_rule.name = test_records[0].get('name')
shipping_rule.get("conditions")[0].from_value = 101
self.assertRaises(FromGreaterThanToError, shipping_rule.insert)
def test_many_zero_to_values(self):
shipping_rule = frappe.copy_doc(test_records[0])
shipping_rule.name = test_records[0].get('name')
shipping_rule.get("conditions")[0].to_value = 0
self.assertRaises(ManyBlankToValuesError, shipping_rule.insert)
def test_overlapping_conditions(self):
for range_a, range_b in [
((50, 150), (0, 100)),
@ -38,6 +38,10 @@ class TestShippingRule(unittest.TestCase):
self.assertRaises(OverlappingConditionError, shipping_rule.insert)
def create_shipping_rule(shipping_rule_type, shipping_rule_name):
if frappe.db.exists("Shipping Rule", shipping_rule_name):
return frappe.get_doc("Shipping Rule", shipping_rule_name)
sr = frappe.new_doc("Shipping Rule")
sr.account = "_Test Account Shipping Charges - _TC"
sr.calculate_based_on = "Net Total"
@ -70,4 +74,4 @@ def create_shipping_rule(shipping_rule_type, shipping_rule_name):
})
sr.insert(ignore_permissions=True)
sr.submit()
return sr
return sr

71
erpnext/accounts/general_ledger.py
View File

@ -3,8 +3,9 @@
from __future__ import unicode_literals
import frappe, erpnext
from frappe.utils import flt, cstr, cint
from frappe.utils import flt, cstr, cint, comma_and
from frappe import _
from erpnext.accounts.utils import get_stock_and_account_balance
from frappe.model.meta import get_field_precision
from erpnext.accounts.doctype.budget.budget import validate_expense_against_budget
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_accounting_dimensions
@ -12,6 +13,7 @@ from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import g
class ClosedAccountingPeriod(frappe.ValidationError): pass
class StockAccountInvalidTransaction(frappe.ValidationError): pass
class StockValueAndAccountBalanceOutOfSync(frappe.ValidationError): pass
def make_gl_entries(gl_map, cancel=False, adv_adj=False, merge_entries=True, update_outstanding='Yes', from_repost=False):
if gl_map:
@ -115,11 +117,9 @@ def check_if_in_list(gle, gl_map, dimensions=None):
def save_entries(gl_map, adv_adj, update_outstanding, from_repost=False):
if not from_repost:
validate_account_for_perpetual_inventory(gl_map)
validate_cwip_accounts(gl_map)
round_off_debit_credit(gl_map)
for entry in gl_map:
make_entry(entry, adv_adj, update_outstanding, from_repost)
@ -127,6 +127,10 @@ def save_entries(gl_map, adv_adj, update_outstanding, from_repost=False):
if not from_repost:
validate_expense_against_budget(entry)
if not from_repost:
validate_account_for_perpetual_inventory(gl_map)
def make_entry(args, adv_adj, update_outstanding, from_repost=False):
args.update({"doctype": "GL Entry"})
gle = frappe.get_doc(args)
@ -137,25 +141,66 @@ def make_entry(args, adv_adj, update_outstanding, from_repost=False):
gle.submit()
def validate_account_for_perpetual_inventory(gl_map):
if cint(erpnext.is_perpetual_inventory_enabled(gl_map[0].company)) \
and gl_map[0].voucher_type=="Journal Entry":
aii_accounts = [d[0] for d in frappe.db.sql("""select name from tabAccount
where account_type = 'Stock' and is_group=0""")]
if cint(erpnext.is_perpetual_inventory_enabled(gl_map[0].company)):
account_list = [gl_entries.account for gl_entries in gl_map]
for entry in gl_map:
if entry.account in aii_accounts:
aii_accounts = [d.name for d in frappe.get_all("Account",
filters={'account_type': 'Stock', 'is_group': 0, 'company': gl_map[0].company})]
for account in account_list:
if account not in aii_accounts:
continue
account_bal, stock_bal, warehouse_list = get_stock_and_account_balance(account,
gl_map[0].posting_date, gl_map[0].company)
if gl_map[0].voucher_type=="Journal Entry":
# In case of Journal Entry, there are no corresponding SL entries,
# hence deducting currency amount
account_bal -= flt(gl_map[0].debit) - flt(gl_map[0].credit)
if account_bal == stock_bal:
frappe.throw(_("Account: {0} can only be updated via Stock Transactions")
.format(entry.account), StockAccountInvalidTransaction)
.format(account), StockAccountInvalidTransaction)
elif account_bal != stock_bal:
precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"),
currency=frappe.get_cached_value('Company', gl_map[0].company, "default_currency"))
diff = flt(stock_bal - account_bal, precision)
error_reason = _("Stock Value ({0}) and Account Balance ({1}) are out of sync for account {2} and it's linked warehouses.").format(
stock_bal, account_bal, frappe.bold(account))
error_resolution = _("Please create adjustment Journal Entry for amount {0} ").format(frappe.bold(diff))
stock_adjustment_account = frappe.db.get_value("Company",gl_map[0].company,"stock_adjustment_account")
db_or_cr_warehouse_account =('credit_in_account_currency' if diff < 0 else 'debit_in_account_currency')
db_or_cr_stock_adjustment_account = ('debit_in_account_currency' if diff < 0 else 'credit_in_account_currency')
journal_entry_args = {
'accounts':[
{'account': account, db_or_cr_warehouse_account : abs(diff)},
{'account': stock_adjustment_account, db_or_cr_stock_adjustment_account : abs(diff) }]
}
frappe.msgprint(msg="""{0}<br></br>{1}<br></br>""".format(error_reason, error_resolution),
raise_exception=StockValueAndAccountBalanceOutOfSync,
title=_('Values Out Of Sync'),
primary_action={
'label': _('Make Journal Entry'),
'client_action': 'erpnext.route_to_adjustment_jv',
'args': journal_entry_args
})
def validate_cwip_accounts(gl_map):
if not cint(frappe.db.get_value("Asset Settings", None, "disable_cwip_accounting")) \
and gl_map[0].voucher_type == "Journal Entry":
cwip_enabled = any([cint(ac.enable_cwip_accounting) for ac in frappe.db.get_all("Asset Category","enable_cwip_accounting")])
if cwip_enabled and gl_map[0].voucher_type == "Journal Entry":
cwip_accounts = [d[0] for d in frappe.db.sql("""select name from tabAccount
where account_type = 'Capital Work in Progress' and is_group=0""")]
for entry in gl_map:
if entry.account in cwip_accounts:
frappe.throw(_("Account: <b>{0}</b> is capital Work in progress and can not be updated by Journal Entry").format(entry.account))
frappe.throw(
_("Account: <b>{0}</b> is capital Work in progress and can not be updated by Journal Entry").format(entry.account))
def round_off_debit_credit(gl_map):
precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit"),

27
erpnext/accounts/page/bank_reconciliation/bank_reconciliation.js
View File

@ -139,15 +139,11 @@ erpnext.accounts.bankTransactionUpload = class bankTransactionUpload {
}
make() {
const me = this;
frappe.upload.make({
args: {
method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
allow_multiple: 0
},
no_socketio: true,
sample_url: "e.g. http://example.com/somefile.csv",
callback: function(attachment, r) {
const me = this;
new frappe.ui.FileUploader({
method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
allow_multiple: 0,
on_success: function(attachment, r) {
if (!r.exc && r.message) {
me.data = r.message;
me.setup_transactions_dom();
@ -533,9 +529,16 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
frappe.db.get_doc(dt, event.value)
.then(doc => {
let displayed_docs = []
let payment = []
if (dt === "Payment Entry") {
payment.currency = doc.payment_type == "Receive" ? doc.paid_to_account_currency : doc.paid_from_account_currency;
payment.doctype = dt
payment.posting_date = doc.posting_date;
payment.party = doc.party;
payment.reference_no = doc.reference_no;
payment.reference_date = doc.reference_date;
payment.paid_amount = doc.paid_amount;
payment.name = doc.name;
displayed_docs.push(payment);
} else if (dt === "Journal Entry") {
doc.accounts.forEach(payment => {
@ -568,11 +571,11 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
const details_wrapper = me.dialog.fields_dict.payment_details.$wrapper;
details_wrapper.append(frappe.render_template("linked_payment_header"));
displayed_docs.forEach(values => {
details_wrapper.append(frappe.render_template("linked_payment_row", values));
displayed_docs.forEach(payment => {
details_wrapper.append(frappe.render_template("linked_payment_row", payment));
})
})
}
}
}
}

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

@ -79,13 +79,20 @@ frappe.query_reports["Accounts Receivable"] = {
"options": "Customer",
on_change: () => {
var customer = frappe.query_report.get_filter_value('customer');
var company = frappe.query_report.get_filter_value('company');
if (customer) {
frappe.db.get_value('Customer', customer, ["tax_id", "customer_name", "credit_limit", "payment_terms"], function(value) {
frappe.db.get_value('Customer', customer, ["tax_id", "customer_name", "payment_terms"], function(value) {
frappe.query_report.set_filter_value('tax_id', value["tax_id"]);
frappe.query_report.set_filter_value('customer_name', value["customer_name"]);
frappe.query_report.set_filter_value('credit_limit', value["credit_limit"]);
frappe.query_report.set_filter_value('payment_terms', value["payment_terms"]);
});
frappe.db.get_value('Customer Credit Limit', {'parent': customer, 'company': company},
["credit_limit"], function(value) {
if (value) {
frappe.query_report.set_filter_value('credit_limit', value["credit_limit"]);
}
}, "Customer");
} else {
frappe.query_report.set_filter_value('tax_id', "");
frappe.query_report.set_filter_value('customer_name', "");

6
erpnext/accounts/report/accounts_receivable/accounts_receivable.py
View File

@ -188,7 +188,11 @@ class ReceivablePayableReport(object):
self.data.append(row)
def set_invoice_details(self, row):
row.update(self.invoice_details.get(row.voucher_no, {}))
invoice_details = self.invoice_details.get(row.voucher_no, {})
if row.due_date:
invoice_details.pop("due_date", None)
row.update(invoice_details)
if row.voucher_type == 'Sales Invoice':
if self.filters.show_delivery_notes:
self.set_delivery_notes(row)

3
erpnext/accounts/report/accounts_receivable_summary/accounts_receivable_summary.py
View File

@ -36,6 +36,9 @@ class AccountsReceivableSummary(ReceivablePayableReport):
self.filters.report_date) or {}
for party, party_dict in iteritems(self.party_total):
if party_dict.outstanding <= 0:
continue
row = frappe._dict()
row.party = party

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

@ -2,7 +2,7 @@
// License: GNU General Public License v3. See license.txt
frappe.require("assets/erpnext/js/financial_statements.js", function() {
frappe.query_reports["Balance Sheet"] = erpnext.financial_statements;
frappe.query_reports["Balance Sheet"] = $.extend({}, erpnext.financial_statements);
frappe.query_reports["Balance Sheet"]["filters"].push({
"fieldname": "accumulated_values",

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

@ -69,7 +69,7 @@ def get_columns(filters):
for year in fiscal_year:
for from_date, to_date in get_period_date_ranges(filters["period"], year[0]):
if filters["period"] == "Yearly":
labels = [_("Budget") + " " + str(year[0]), _("Actual ") + " " + str(year[0]), _("Varaiance ") + " " + str(year[0])]
labels = [_("Budget") + " " + str(year[0]), _("Actual ") + " " + str(year[0]), _("Variance ") + " " + str(year[0])]
for label in labels:
columns.append(label+":Float:150")
else:

54
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -76,8 +76,7 @@ def get_data(filters):
accumulate_values_into_parents(accounts, accounts_by_name)
data = prepare_data(accounts, filters, total_row, parent_children_map, company_currency)
data = filter_out_zero_value_rows(data, parent_children_map,
show_zero_values=filters.get("show_zero_values"))
data = filter_out_zero_value_rows(data, parent_children_map, show_zero_values=filters.get("show_zero_values"))
return data
@ -187,33 +186,11 @@ def calculate_values(accounts, gl_entries_by_account, opening_balances, filters,
d["closing_debit"] = d["opening_debit"] + d["debit"]
d["closing_credit"] = d["opening_credit"] + d["credit"]
total_row["debit"] += d["debit"]
total_row["credit"] += d["credit"]
if d["root_type"] == "Asset" or d["root_type"] == "Equity" or d["root_type"] == "Expense":
d["opening_debit"] -= d["opening_credit"]
d["closing_debit"] -= d["closing_credit"]
prepare_opening_closing(d)
# For opening
check_opening_closing_has_negative_value(d, "opening_debit", "opening_credit")
# For closing
check_opening_closing_has_negative_value(d, "closing_debit", "closing_credit")
if d["root_type"] == "Liability" or d["root_type"] == "Income":
d["opening_credit"] -= d["opening_debit"]
d["closing_credit"] -= d["closing_debit"]
# For opening
check_opening_closing_has_negative_value(d, "opening_credit", "opening_debit")
# For closing
check_opening_closing_has_negative_value(d, "closing_credit", "closing_debit")
total_row["opening_debit"] += d["opening_debit"]
total_row["closing_debit"] += d["closing_debit"]
total_row["opening_credit"] += d["opening_credit"]
total_row["closing_credit"] += d["closing_credit"]
for field in value_fields:
total_row[field] += d[field]
return total_row
@ -227,6 +204,10 @@ def prepare_data(accounts, filters, total_row, parent_children_map, company_curr
data = []
for d in accounts:
# Prepare opening closing for group account
if parent_children_map.get(d.account):
prepare_opening_closing(d)
has_value = False
row = {
"account": d.name,
@ -313,11 +294,16 @@ def get_columns():
}
]
def check_opening_closing_has_negative_value(d, dr_or_cr, switch_to_column):
# If opening debit has negetive value then move it to opening credit and vice versa.
def prepare_opening_closing(row):
dr_or_cr = "debit" if row["root_type"] in ["Asset", "Equity", "Expense"] else "credit"
reverse_dr_or_cr = "credit" if dr_or_cr == "debit" else "debit"
if d[dr_or_cr] < 0:
d[switch_to_column] = abs(d[dr_or_cr])
d[dr_or_cr] = 0.0
else:
d[switch_to_column] = 0.0
for col_type in ["opening", "closing"]:
valid_col = col_type + "_" + dr_or_cr
reverse_col = col_type + "_" + reverse_dr_or_cr
row[valid_col] -= row[reverse_col]
if row[valid_col] < 0:
row[reverse_col] = abs(row[valid_col])
row[valid_col] = 0.0
else:
row[reverse_col] = 0.0

40
erpnext/accounts/utils.py
View File

@ -13,6 +13,10 @@ from six import iteritems
# imported to enable erpnext.accounts.utils.get_account_currency
from erpnext.accounts.doctype.account.account import get_account_currency
from erpnext.stock.utils import get_stock_value_on
from erpnext.stock import get_warehouse_account_map
class FiscalYearError(frappe.ValidationError): pass
@frappe.whitelist()
@ -560,23 +564,23 @@ def fix_total_debit_credit():
(dr_or_cr, dr_or_cr, '%s', '%s', '%s', dr_or_cr),
(d.diff, d.voucher_type, d.voucher_no))
def get_stock_and_account_difference(account_list=None, posting_date=None, company=None):
from erpnext.stock.utils import get_stock_value_on
from erpnext.stock import get_warehouse_account_map
def get_stock_and_account_balance(account=None, posting_date=None, company=None):
if not posting_date: posting_date = nowdate()
difference = {}
warehouse_account = get_warehouse_account_map(company)
for warehouse, account_data in iteritems(warehouse_account):
if account_data.get('account') in account_list:
account_balance = get_balance_on(account_data.get('account'), posting_date, in_account_currency=False)
stock_value = get_stock_value_on(warehouse, posting_date)
if abs(flt(stock_value) - flt(account_balance)) > 0.005:
difference.setdefault(account_data.get('account'), flt(stock_value) - flt(account_balance))
account_balance = get_balance_on(account, posting_date, in_account_currency=False)
return difference
related_warehouses = [wh for wh, wh_details in warehouse_account.items()
if wh_details.account == account and not wh_details.is_group]
total_stock_value = 0.0
for warehouse in related_warehouses:
value = get_stock_value_on(warehouse, posting_date)
total_stock_value += value
precision = frappe.get_precision("Journal Entry Account", "debit_in_account_currency")
return flt(account_balance, precision), flt(total_stock_value, precision), related_warehouses
def get_currency_precision():
precision = cint(frappe.db.get_default("currency_precision"))
@ -626,7 +630,7 @@ def get_held_invoices(party_type, party):
'select name from `tabPurchase Invoice` where release_date IS NOT NULL and release_date > CURDATE()',
as_dict=1
)
held_invoices = [d['name'] for d in held_invoices]
held_invoices = set([d['name'] for d in held_invoices])
return held_invoices
@ -635,14 +639,19 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters
outstanding_invoices = []
precision = frappe.get_precision("Sales Invoice", "outstanding_amount") or 2
if erpnext.get_party_account_type(party_type) == 'Receivable':
if account:
root_type = frappe.get_cached_value("Account", account, "root_type")
party_account_type = "Receivable" if root_type == "Asset" else "Payable"
else:
party_account_type = erpnext.get_party_account_type(party_type)
if party_account_type == 'Receivable':
dr_or_cr = "debit_in_account_currency - credit_in_account_currency"
payment_dr_or_cr = "credit_in_account_currency - debit_in_account_currency"
else:
dr_or_cr = "credit_in_account_currency - debit_in_account_currency"
payment_dr_or_cr = "debit_in_account_currency - credit_in_account_currency"
invoice = 'Sales Invoice' if erpnext.get_party_account_type(party_type) == 'Receivable' else 'Purchase Invoice'
held_invoices = get_held_invoices(party_type, party)
invoice_list = frappe.db.sql("""
@ -661,7 +670,6 @@ def get_outstanding_invoices(party_type, party, account, condition=None, filters
group by voucher_type, voucher_no
order by posting_date, name""".format(
dr_or_cr=dr_or_cr,
invoice = invoice,
condition=condition or ""
), {
"party_type": party_type,

14
erpnext/agriculture/doctype/crop_cycle/crop_cycle.py
View File

@ -51,27 +51,25 @@ class CropCycle(Document):
self.create_task(disease_doc.treatment_task, self.name, start_date)
def create_project(self, period, crop_tasks):
project = frappe.new_doc("Project")
project.update({
project = frappe.get_doc({
"doctype": "Project",
"project_name": self.title,
"expected_start_date": self.start_date,
"expected_end_date": add_days(self.start_date, period - 1)
})
project.insert()
}).insert()
return project.name
def create_task(self, crop_tasks, project_name, start_date):
for crop_task in crop_tasks:
task = frappe.new_doc("Task")
task.update({
frappe.get_doc({
"doctype": "Task",
"subject": crop_task.get("task_name"),
"priority": crop_task.get("priority"),
"project": project_name,
"exp_start_date": add_days(start_date, crop_task.get("start_day") - 1),
"exp_end_date": add_days(start_date, crop_task.get("end_day") - 1)
})
task.insert()
}).insert()
def reload_linked_analysis(self):
linked_doctypes = ['Soil Texture', 'Soil Analysis', 'Plant Analysis']

295
erpnext/assets/doctype/asset/asset.js
View File

@ -41,6 +41,39 @@ frappe.ui.form.on('Asset', {
});
},
setup: function(frm) {
frm.make_methods = {
'Asset Movement': () => {
frappe.call({
method: "erpnext.assets.doctype.asset.asset.make_asset_movement",
freeze: true,
args:{
"assets": [{ name: cur_frm.doc.name }]
},
callback: function (r) {
if (r.message) {
var doc = frappe.model.sync(r.message)[0];
frappe.set_route("Form", doc.doctype, doc.name);
}
}
});
},
}
frm.set_query("purchase_receipt", (doc) => {
return {
query: "erpnext.controllers.queries.get_purchase_receipts",
filters: { item_code: doc.item_code }
}
});
frm.set_query("purchase_invoice", (doc) => {
return {
query: "erpnext.controllers.queries.get_purchase_invoices",
filters: { item_code: doc.item_code }
}
});
},
refresh: function(frm) {
frappe.ui.form.trigger("Asset", "is_existing_asset");
frm.toggle_display("next_depreciation_date", frm.doc.docstatus < 1);
@ -78,11 +111,6 @@ frappe.ui.form.on('Asset', {
});
}
if (frm.doc.status=='Submitted' && !frm.doc.is_existing_asset && !frm.doc.purchase_invoice) {
frm.add_custom_button(__("Purchase Invoice"), function() {
frm.trigger("make_purchase_invoice");
}, __('Create'));
}
if (frm.doc.maintenance_required && !frm.doc.maintenance_schedule) {
frm.add_custom_button(__("Asset Maintenance"), function() {
frm.trigger("create_asset_maintenance");
@ -104,11 +132,36 @@ frappe.ui.form.on('Asset', {
frm.trigger("setup_chart");
}
frm.trigger("toggle_reference_doc");
if (frm.doc.docstatus == 0) {
frm.toggle_reqd("finance_books", frm.doc.calculate_depreciation);
}
},
toggle_reference_doc: function(frm) {
if (frm.doc.purchase_receipt && frm.doc.purchase_invoice && frm.doc.docstatus === 1) {
frm.set_df_property('purchase_invoice', 'read_only', 1);
frm.set_df_property('purchase_receipt', 'read_only', 1);
}
else if (frm.doc.purchase_receipt) {
// if purchase receipt link is set then set PI disabled
frm.toggle_reqd('purchase_invoice', 0);
frm.set_df_property('purchase_invoice', 'read_only', 1);
}
else if (frm.doc.purchase_invoice) {
// if purchase invoice link is set then set PR disabled
frm.toggle_reqd('purchase_receipt', 0);
frm.set_df_property('purchase_receipt', 'read_only', 1);
}
else {
frm.toggle_reqd('purchase_receipt', 1);
frm.set_df_property('purchase_receipt', 'read_only', 0);
frm.toggle_reqd('purchase_invoice', 1);
frm.set_df_property('purchase_invoice', 'read_only', 0);
}
},
make_journal_entry: function(frm) {
frappe.call({
method: "erpnext.assets.doctype.asset.asset.make_journal_entry",
@ -176,21 +229,25 @@ frappe.ui.form.on('Asset', {
item_code: function(frm) {
if(frm.doc.item_code) {
frappe.call({
method: "erpnext.assets.doctype.asset.asset.get_item_details",
args: {
item_code: frm.doc.item_code,
asset_category: frm.doc.asset_category
},
callback: function(r, rt) {
if(r.message) {
frm.set_value('finance_books', r.message);
}
}
})
frm.trigger('set_finance_book');
}
},
set_finance_book: function(frm) {
frappe.call({
method: "erpnext.assets.doctype.asset.asset.get_item_details",
args: {
item_code: frm.doc.item_code,
asset_category: frm.doc.asset_category
},
callback: function(r, rt) {
if(r.message) {
frm.set_value('finance_books', r.message);
}
}
})
},
available_for_use_date: function(frm) {
$.each(frm.doc.finance_books || [], function(i, d) {
if(!d.depreciation_start_date) d.depreciation_start_date = frm.doc.available_for_use_date;
@ -203,33 +260,18 @@ frappe.ui.form.on('Asset', {
},
opening_accumulated_depreciation: function(frm) {
erpnext.asset.set_accululated_depreciation(frm);
erpnext.asset.set_accumulated_depreciation(frm);
},
make_schedules_editable: function(frm) {
var is_editable = frm.doc.finance_books.filter(d => d.depreciation_method == "Manual").length > 0
? true : false;
if (frm.doc.finance_books) {
var is_editable = frm.doc.finance_books.filter(d => d.depreciation_method == "Manual").length > 0
? true : false;
frm.toggle_enable("schedules", is_editable);
frm.fields_dict["schedules"].grid.toggle_enable("schedule_date", is_editable);
frm.fields_dict["schedules"].grid.toggle_enable("depreciation_amount", is_editable);
},
make_purchase_invoice: function(frm) {
frappe.call({
args: {
"asset": frm.doc.name,
"item_code": frm.doc.item_code,
"gross_purchase_amount": frm.doc.gross_purchase_amount,
"company": frm.doc.company,
"posting_date": frm.doc.purchase_date
},
method: "erpnext.assets.doctype.asset.asset.make_purchase_invoice",
callback: function(r) {
var doclist = frappe.model.sync(r.message);
frappe.set_route("Form", doclist[0].doctype, doclist[0].name);
}
})
frm.toggle_enable("schedules", is_editable);
frm.fields_dict["schedules"].grid.toggle_enable("schedule_date", is_editable);
frm.fields_dict["schedules"].grid.toggle_enable("depreciation_amount", is_editable);
}
},
make_sales_invoice: function(frm) {
@ -282,17 +324,6 @@ frappe.ui.form.on('Asset', {
},
calculate_depreciation: function(frm) {
frappe.db.get_value("Asset Settings", {'name':"Asset Settings"}, 'schedule_based_on_fiscal_year', (data) => {
if (data.schedule_based_on_fiscal_year == 1) {
frm.set_df_property("depreciation_method", "options", "\nStraight Line\nManual");
frm.toggle_reqd("available_for_use_date", true);
frm.toggle_display("frequency_of_depreciation", false);
frappe.db.get_value("Fiscal Year", {'name': frappe.sys_defaults.fiscal_year}, "year_end_date", (data) => {
frm.set_value("next_depreciation_date", data.year_end_date);
})
}
})
frm.toggle_reqd("finance_books", frm.doc.calculate_depreciation);
},
@ -302,6 +333,65 @@ frappe.ui.form.on('Asset', {
})
},
purchase_receipt: function(frm) {
frm.trigger('toggle_reference_doc');
if (frm.doc.purchase_receipt) {
if (frm.doc.item_code) {
frappe.db.get_doc('Purchase Receipt', frm.doc.purchase_receipt).then(pr_doc => {
frm.set_value('company', pr_doc.company);
frm.set_value('purchase_date', pr_doc.posting_date);
const item = pr_doc.items.find(item => item.item_code === frm.doc.item_code);
if (!item) {
frm.set_value('purchase_receipt', '');
frappe.msgprint({
title: __('Invalid Purchase Receipt'),
message: __("The selected Purchase Receipt doesn't contains selected Asset Item."),
indicator: 'red'
});
}
frm.set_value('gross_purchase_amount', item.base_net_rate);
frm.set_value('location', item.asset_location);
});
} else {
frm.set_value('purchase_receipt', '');
frappe.msgprint({
title: __('Not Allowed'),
message: __("Please select Item Code first")
});
}
}
},
purchase_invoice: function(frm) {
frm.trigger('toggle_reference_doc');
if (frm.doc.purchase_invoice) {
if (frm.doc.item_code) {
frappe.db.get_doc('Purchase Invoice', frm.doc.purchase_invoice).then(pi_doc => {
frm.set_value('company', pi_doc.company);
frm.set_value('purchase_date', pi_doc.posting_date);
const item = pi_doc.items.find(item => item.item_code === frm.doc.item_code);
if (!item) {
frm.set_value('purchase_invoice', '');
frappe.msgprint({
title: __('Invalid Purchase Invoice'),
message: __("The selected Purchase Invoice doesn't contains selected Asset Item."),
indicator: 'red'
});
}
frm.set_value('gross_purchase_amount', item.base_net_rate);
frm.set_value('location', item.asset_location);
});
} else {
frm.set_value('purchase_invoice', '');
frappe.msgprint({
title: __('Not Allowed'),
message: __("Please select Item Code first")
});
}
}
},
set_depreciation_rate: function(frm, row) {
if (row.total_number_of_depreciations && row.frequency_of_depreciation
&& row.expected_value_after_useful_life) {
@ -371,12 +461,12 @@ frappe.ui.form.on('Depreciation Schedule', {
},
depreciation_amount: function(frm, cdt, cdn) {
erpnext.asset.set_accululated_depreciation(frm);
erpnext.asset.set_accumulated_depreciation(frm);
}
})
erpnext.asset.set_accululated_depreciation = function(frm) {
erpnext.asset.set_accumulated_depreciation = function(frm) {
if(frm.doc.depreciation_method != "Manual") return;
var accumulated_depreciation = flt(frm.doc.opening_accumulated_depreciation);
@ -415,92 +505,19 @@ erpnext.asset.restore_asset = function(frm) {
})
};
erpnext.asset.transfer_asset = function(frm) {
var dialog = new frappe.ui.Dialog({
title: __("Transfer Asset"),
fields: [
{
"label": __("Target Location"),
"fieldname": "target_location",
"fieldtype": "Link",
"options": "Location",
"get_query": function () {
return {
filters: [
["Location", "is_group", "=", 0]
]
}
},
"reqd": 1
},
{
"label": __("Select Serial No"),
"fieldname": "serial_nos",
"fieldtype": "Link",
"options": "Serial No",
"get_query": function () {
return {
filters: {
'asset': frm.doc.name
}
}
},
"onchange": function() {
let val = this.get_value();
if (val) {
let serial_nos = dialog.get_value("serial_no") || val;
if (serial_nos) {
serial_nos = serial_nos.split('\n');
serial_nos.push(val);
const unique_sn = serial_nos.filter(function(elem, index, self) {
return index === self.indexOf(elem);
});
dialog.set_value("serial_no", unique_sn.join('\n'));
dialog.set_value("serial_nos", "");
}
}
}
},
{
"label": __("Serial No"),
"fieldname": "serial_no",
"read_only": 1,
"fieldtype": "Small Text"
},
{
"label": __("Date"),
"fieldname": "transfer_date",
"fieldtype": "Datetime",
"reqd": 1,
"default": frappe.datetime.now_datetime()
erpnext.asset.transfer_asset = function() {
frappe.call({
method: "erpnext.assets.doctype.asset.asset.make_asset_movement",
freeze: true,
args:{
"assets": [{ name: cur_frm.doc.name }],
"purpose": "Transfer"
},
callback: function (r) {
if (r.message) {
var doc = frappe.model.sync(r.message)[0];
frappe.set_route("Form", doc.doctype, doc.name);
}
]
}
});
dialog.set_primary_action(__("Transfer"), function() {
var args = dialog.get_values();
if(!args) return;
dialog.hide();
return frappe.call({
type: "GET",
method: "erpnext.assets.doctype.asset.asset.transfer_asset",
args: {
args: {
"asset": frm.doc.name,
"transaction_date": args.transfer_date,
"source_location": frm.doc.location,
"target_location": args.target_location,
"serial_no": args.serial_no,
"company": frm.doc.company
}
},
freeze: true,
callback: function(r) {
cur_frm.reload_doc();
}
})
});
dialog.show();
};

1000
erpnext/assets/doctype/asset/asset.json
View File

File diff suppressed because it is too large Load Diff

206
erpnext/assets/doctype/asset/asset.py
View File

@ -6,7 +6,7 @@ from __future__ import unicode_literals
import frappe, erpnext, math, json
from frappe import _
from six import string_types
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, add_days
from frappe.utils import flt, add_months, cint, nowdate, getdate, today, date_diff, month_diff, add_days
from frappe.model.document import Document
from erpnext.assets.doctype.asset_category.asset_category import get_asset_category_account
from erpnext.assets.doctype.asset.depreciation \
@ -18,6 +18,7 @@ from erpnext.controllers.accounts_controller import AccountsController
class Asset(AccountsController):
def validate(self):
self.validate_asset_values()
self.validate_asset_and_reference()
self.validate_item()
self.set_missing_values()
self.prepare_depreciation_data()
@ -29,9 +30,12 @@ class Asset(AccountsController):
def on_submit(self):
self.validate_in_use_date()
self.set_status()
self.update_stock_movement()
if not self.booked_fixed_asset and not is_cwip_accounting_disabled():
self.make_asset_movement()
if not self.booked_fixed_asset and is_cwip_accounting_enabled(self.asset_category):
self.make_gl_entries()
def before_cancel(self):
self.cancel_auto_gen_movement()
def on_cancel(self):
self.validate_cancellation()
@ -39,6 +43,18 @@ class Asset(AccountsController):
self.set_status()
delete_gl_entries(voucher_type='Asset', voucher_no=self.name)
self.db_set('booked_fixed_asset', 0)
def validate_asset_and_reference(self):
if self.purchase_invoice or self.purchase_receipt:
reference_doc = 'Purchase Invoice' if self.purchase_invoice else 'Purchase Receipt'
reference_name = self.purchase_invoice or self.purchase_receipt
reference_doc = frappe.get_doc(reference_doc, reference_name)
if reference_doc.get('company') != self.company:
frappe.throw(_("Company of asset {0} and purchase document {1} doesn't matches.").format(self.name, reference_doc.get('name')))
if self.is_existing_asset and self.purchase_invoice:
frappe.throw(_("Purchase Invoice cannot be made against an existing asset {0}").format(self.name))
def prepare_depreciation_data(self):
if self.calculate_depreciation:
@ -76,10 +92,13 @@ class Asset(AccountsController):
self.set('finance_books', finance_books)
def validate_asset_values(self):
if not self.asset_category:
self.asset_category = frappe.get_cached_value("Item", self.item_code, "asset_category")
if not flt(self.gross_purchase_amount):
frappe.throw(_("Gross Purchase Amount is mandatory"), frappe.MandatoryError)
if not is_cwip_accounting_disabled():
if is_cwip_accounting_enabled(self.asset_category):
if not self.is_existing_asset and not (self.purchase_receipt or self.purchase_invoice):
frappe.throw(_("Please create purchase receipt or purchase invoice for the item {0}").
format(self.item_code))
@ -105,6 +124,38 @@ class Asset(AccountsController):
if self.available_for_use_date and getdate(self.available_for_use_date) < getdate(self.purchase_date):
frappe.throw(_("Available-for-use Date should be after purchase date"))
def cancel_auto_gen_movement(self):
movements = frappe.db.sql(
"""SELECT asm.name, asm.docstatus
FROM `tabAsset Movement` asm, `tabAsset Movement Item` asm_item
WHERE asm_item.parent=asm.name and asm_item.asset=%s and asm.docstatus=1""", self.name, as_dict=1)
if len(movements) > 1:
frappe.throw(_('Asset has multiple Asset Movement Entries which has to be \
cancelled manually to cancel this asset.'))
movement = frappe.get_doc('Asset Movement', movements[0].get('name'))
movement.flags.ignore_validate = True
movement.cancel()
def make_asset_movement(self):
reference_doctype = 'Purchase Receipt' if self.purchase_receipt else 'Purchase Invoice'
reference_docname = self.purchase_receipt or self.purchase_invoice
assets = [{
'asset': self.name,
'asset_name': self.asset_name,
'target_location': self.location,
'to_employee': self.custodian
}]
asset_movement = frappe.get_doc({
'doctype': 'Asset Movement',
'assets': assets,
'purpose': 'Receipt',
'company': self.company,
'transaction_date': getdate(nowdate()),
'reference_doctype': reference_doctype,
'reference_name': reference_docname
}).insert()
asset_movement.submit()
def set_depreciation_rate(self):
for d in self.get("finance_books"):
d.rate_of_depreciation = flt(self.get_depreciation_rate(d, on_validate=True),
@ -145,19 +196,31 @@ class Asset(AccountsController):
schedule_date = add_months(d.depreciation_start_date,
n * cint(d.frequency_of_depreciation))
# schedule date will be a year later from start date
# so monthly schedule date is calculated by removing 11 months from it
monthly_schedule_date = add_months(schedule_date, - d.frequency_of_depreciation + 1)
# For first row
if has_pro_rata and n==0:
depreciation_amount, days = get_pro_rata_amt(d, depreciation_amount,
depreciation_amount, days, months = get_pro_rata_amt(d, depreciation_amount,
self.available_for_use_date, d.depreciation_start_date)
# For first depr schedule date will be the start date
# so monthly schedule date is calculated by removing month difference between use date and start date
monthly_schedule_date = add_months(d.depreciation_start_date, - months + 1)
# For last row
elif has_pro_rata and n == cint(number_of_pending_depreciations) - 1:
to_date = add_months(self.available_for_use_date,
n * cint(d.frequency_of_depreciation))
depreciation_amount, days = get_pro_rata_amt(d,
depreciation_amount, days, months = get_pro_rata_amt(d,
depreciation_amount, schedule_date, to_date)
monthly_schedule_date = add_months(schedule_date, 1)
schedule_date = add_days(schedule_date, days)
last_schedule_date = schedule_date
if not depreciation_amount: continue
value_after_depreciation -= flt(depreciation_amount,
@ -171,13 +234,50 @@ class Asset(AccountsController):
skip_row = True
if depreciation_amount > 0:
self.append("schedules", {
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": d.depreciation_method,
"finance_book": d.finance_book,
"finance_book_id": d.idx
})
# With monthly depreciation, each depreciation is divided by months remaining until next date
if self.allow_monthly_depreciation:
# month range is 1 to 12
# In pro rata case, for first and last depreciation, month range would be different
month_range = months \
if (has_pro_rata and n==0) or (has_pro_rata and n == cint(number_of_pending_depreciations) - 1) \
else d.frequency_of_depreciation
for r in range(month_range):
if (has_pro_rata and n == 0):
# For first entry of monthly depr
if r == 0:
days_until_first_depr = date_diff(monthly_schedule_date, self.available_for_use_date)
per_day_amt = depreciation_amount / days
depreciation_amount_for_current_month = per_day_amt * days_until_first_depr
depreciation_amount -= depreciation_amount_for_current_month
date = monthly_schedule_date
amount = depreciation_amount_for_current_month
else:
date = add_months(monthly_schedule_date, r)
amount = depreciation_amount / (month_range - 1)
elif (has_pro_rata and n == cint(number_of_pending_depreciations) - 1) and r == cint(month_range) - 1:
# For last entry of monthly depr
date = last_schedule_date
amount = depreciation_amount / month_range
else:
date = add_months(monthly_schedule_date, r)
amount = depreciation_amount / month_range
self.append("schedules", {
"schedule_date": date,
"depreciation_amount": amount,
"depreciation_method": d.depreciation_method,
"finance_book": d.finance_book,
"finance_book_id": d.idx
})
else:
self.append("schedules", {
"schedule_date": schedule_date,
"depreciation_amount": depreciation_amount,
"depreciation_method": d.depreciation_method,
"finance_book": d.finance_book,
"finance_book_id": d.idx
})
def check_is_pro_rata(self, row):
has_pro_rata = False
@ -196,7 +296,9 @@ class Asset(AccountsController):
.format(row.idx))
if not row.depreciation_start_date:
frappe.throw(_("Row {0}: Depreciation Start Date is required").format(row.idx))
if not self.available_for_use_date:
frappe.throw(_("Row {0}: Depreciation Start Date is required").format(row.idx))
row.depreciation_start_date = self.available_for_use_date
if not self.is_existing_asset:
self.opening_accumulated_depreciation = 0
@ -345,22 +447,13 @@ class Asset(AccountsController):
if d.finance_book == self.default_finance_book:
return cint(d.idx) - 1
def update_stock_movement(self):
asset_movement = frappe.db.get_value('Asset Movement',
{'asset': self.name, 'reference_name': self.purchase_receipt, 'docstatus': 0}, 'name')
if asset_movement:
doc = frappe.get_doc('Asset Movement', asset_movement)
doc.naming_series = 'ACC-ASM-.YYYY.-'
doc.submit()
def make_gl_entries(self):
gl_entries = []
if ((self.purchase_receipt or (self.purchase_invoice and
frappe.db.get_value('Purchase Invoice', self.purchase_invoice, 'update_stock')))
if ((self.purchase_receipt \
or (self.purchase_invoice and frappe.db.get_value('Purchase Invoice', self.purchase_invoice, 'update_stock')))
and self.purchase_receipt_amount and self.available_for_use_date <= nowdate()):
fixed_aseet_account = get_asset_category_account(self.name, 'fixed_asset_account',
fixed_asset_account = get_asset_category_account('fixed_asset_account', asset=self.name,
asset_category = self.asset_category, company = self.company)
cwip_account = get_asset_account("capital_work_in_progress_account",
@ -368,7 +461,7 @@ class Asset(AccountsController):
gl_entries.append(self.get_gl_dict({
"account": cwip_account,
"against": fixed_aseet_account,
"against": fixed_asset_account,
"remarks": self.get("remarks") or _("Accounting Entry for Asset"),
"posting_date": self.available_for_use_date,
"credit": self.purchase_receipt_amount,
@ -377,7 +470,7 @@ class Asset(AccountsController):
}))
gl_entries.append(self.get_gl_dict({
"account": fixed_aseet_account,
"account": fixed_asset_account,
"against": cwip_account,
"remarks": self.get("remarks") or _("Accounting Entry for Asset"),
"posting_date": self.available_for_use_date,
@ -424,7 +517,7 @@ def update_maintenance_status():
asset.set_status('Out of Order')
def make_post_gl_entry():
if is_cwip_accounting_disabled():
if not is_cwip_accounting_enabled(self.asset_category):
return
assets = frappe.db.sql_list(""" select name from `tabAsset`
@ -438,25 +531,6 @@ def get_asset_naming_series():
meta = frappe.get_meta('Asset')
return meta.get_field("naming_series").options
@frappe.whitelist()
def make_purchase_invoice(asset, item_code, gross_purchase_amount, company, posting_date):
pi = frappe.new_doc("Purchase Invoice")
pi.company = company
pi.currency = frappe.get_cached_value('Company', company, "default_currency")
pi.set_posting_time = 1
pi.posting_date = posting_date
pi.append("items", {
"item_code": item_code,
"is_fixed_asset": 1,
"asset": asset,
"expense_account": get_asset_category_account(asset, 'fixed_asset_account'),
"qty": 1,
"price_list_rate": gross_purchase_amount,
"rate": gross_purchase_amount
})
pi.set_missing_values()
return pi
@frappe.whitelist()
def make_sales_invoice(asset, item_code, company, serial_no=None):
si = frappe.new_doc("Sales Invoice")
@ -531,7 +605,7 @@ def get_item_details(item_code, asset_category):
def get_asset_account(account_name, asset=None, asset_category=None, company=None):
account = None
if asset:
account = get_asset_category_account(asset, account_name,
account = get_asset_category_account(account_name, asset=asset,
asset_category = asset_category, company = company)
if not account:
@ -574,17 +648,43 @@ def make_journal_entry(asset_name):
return je
def is_cwip_accounting_disabled():
return cint(frappe.db.get_single_value("Asset Settings", "disable_cwip_accounting"))
@frappe.whitelist()
def make_asset_movement(assets, purpose=None):
import json
from six import string_types
if isinstance(assets, string_types):
assets = json.loads(assets)
if len(assets) == 0:
frappe.throw(_('Atleast one asset has to be selected.'))
asset_movement = frappe.new_doc("Asset Movement")
asset_movement.quantity = len(assets)
for asset in assets:
asset = frappe.get_doc('Asset', asset.get('name'))
asset_movement.company = asset.get('company')
asset_movement.append("assets", {
'asset': asset.get('name'),
'source_location': asset.get('location'),
'from_employee': asset.get('custodian')
})
if asset_movement.get('assets'):
return asset_movement.as_dict()
def is_cwip_accounting_enabled(asset_category):
return cint(frappe.db.get_value("Asset Category", asset_category, "enable_cwip_accounting"))
def get_pro_rata_amt(row, depreciation_amount, from_date, to_date):
days = date_diff(to_date, from_date)
months = month_diff(to_date, from_date)
total_days = get_total_days(to_date, row.frequency_of_depreciation)
return (depreciation_amount * flt(days)) / flt(total_days), days
return (depreciation_amount * flt(days)) / flt(total_days), days, months
def get_total_days(date, frequency):
period_start_date = add_months(date,
cint(frequency) * -1)
return date_diff(date, period_start_date)
return date_diff(date, period_start_date)

20
erpnext/assets/doctype/asset/asset_list.js
View File

@ -30,8 +30,24 @@ frappe.listview_settings['Asset'] = {
} else if (doc.status === "Draft") {
return [__("Draft"), "red", "status,=,Draft"];
}
},
onload: function(me) {
me.page.add_action_item('Make Asset Movement', function() {
const assets = me.get_checked_items();
frappe.call({
method: "erpnext.assets.doctype.asset.asset.make_asset_movement",
freeze: true,
args:{
"assets": assets
},
callback: function (r) {
if (r.message) {
var doc = frappe.model.sync(r.message)[0];
frappe.set_route("Form", doc.doctype, doc.name);
}
}
});
});
},
}

73
erpnext/assets/doctype/asset/test_asset.py
View File

@ -7,14 +7,13 @@ import frappe
import unittest
from frappe.utils import cstr, nowdate, getdate, flt, get_last_day, add_days, add_months
from erpnext.assets.doctype.asset.depreciation import post_depreciation_entries, scrap_asset, restore_asset
from erpnext.assets.doctype.asset.asset import make_sales_invoice, make_purchase_invoice
from erpnext.assets.doctype.asset.asset import make_sales_invoice
from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import make_purchase_receipt
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import make_purchase_invoice as make_invoice
class TestAsset(unittest.TestCase):
def setUp(self):
set_depreciation_settings_in_company()
remove_prorated_depreciation_schedule()
create_asset_data()
frappe.db.sql("delete from `tabTax Rule`")
@ -40,15 +39,15 @@ class TestAsset(unittest.TestCase):
})
asset.submit()
pi = make_purchase_invoice(asset.name, asset.item_code, asset.gross_purchase_amount,
asset.company, asset.purchase_date)
pi = make_invoice(pr.name)
pi.supplier = "_Test Supplier"
pi.insert()
pi.submit()
asset.load_from_db()
self.assertEqual(asset.supplier, "_Test Supplier")
self.assertEqual(asset.purchase_date, getdate(purchase_date))
self.assertEqual(asset.purchase_invoice, pi.name)
# Asset won't have reference to PI when purchased through PR
self.assertEqual(asset.purchase_receipt, pr.name)
expected_gle = (
("Asset Received But Not Billed - _TC", 100000.0, 0.0),
@ -61,20 +60,23 @@ class TestAsset(unittest.TestCase):
self.assertEqual(gle, expected_gle)
pi.cancel()
asset.cancel()
asset.load_from_db()
self.assertEqual(asset.supplier, None)
self.assertEqual(asset.purchase_invoice, None)
pr.load_from_db()
pr.cancel()
self.assertEqual(asset.docstatus, 2)
self.assertFalse(frappe.db.get_value("GL Entry",
{"voucher_type": "Purchase Invoice", "voucher_no": pi.name}))
def test_is_fixed_asset_set(self):
asset = create_asset(is_existing_asset = 1)
doc = frappe.new_doc('Purchase Invoice')
doc.supplier = '_Test Supplier'
doc.append('items', {
'item_code': 'Macbook Pro',
'qty': 1
'qty': 1,
'asset': asset.name
})
doc.set_missing_values()
@ -200,7 +202,6 @@ class TestAsset(unittest.TestCase):
self.assertEqual(schedules, expected_schedules)
def test_schedule_for_prorated_straight_line_method(self):
set_prorated_depreciation_schedule()
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=100000.0, location="Test Location")
@ -233,8 +234,6 @@ class TestAsset(unittest.TestCase):
self.assertEqual(schedules, expected_schedules)
remove_prorated_depreciation_schedule()
def test_depreciation(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=100000.0, location="Test Location")
@ -484,9 +483,6 @@ class TestAsset(unittest.TestCase):
self.assertTrue(asset.finance_books[0].expected_value_after_useful_life >= asset_value_after_full_schedule)
def test_cwip_accounting(self):
from erpnext.stock.doctype.purchase_receipt.purchase_receipt import (
make_purchase_invoice as make_purchase_invoice_from_pr)
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=5000, do_not_submit=True, location="Test Location")
@ -515,13 +511,13 @@ class TestAsset(unittest.TestCase):
("CWIP Account - _TC", 5250.0, 0.0)
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
pr_gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
where voucher_type='Purchase Receipt' and voucher_no = %s
order by account""", pr.name)
self.assertEqual(gle, expected_gle)
self.assertEqual(pr_gle, expected_gle)
pi = make_purchase_invoice_from_pr(pr.name)
pi = make_invoice(pr.name)
pi.submit()
expected_gle = (
@ -532,11 +528,11 @@ class TestAsset(unittest.TestCase):
("Expenses Included In Asset Valuation - _TC", 0.0, 250.0),
)
gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
pi_gle = frappe.db.sql("""select account, debit, credit from `tabGL Entry`
where voucher_type='Purchase Invoice' and voucher_no = %s
order by account""", pi.name)
self.assertEqual(gle, expected_gle)
self.assertEqual(pi_gle, expected_gle)
asset = frappe.db.get_value('Asset',
{'purchase_receipt': pr.name, 'docstatus': 0}, 'name')
@ -565,6 +561,7 @@ class TestAsset(unittest.TestCase):
where voucher_type='Asset' and voucher_no = %s
order by account""", asset_doc.name)
self.assertEqual(gle, expected_gle)
def test_expense_head(self):
@ -575,7 +572,6 @@ class TestAsset(unittest.TestCase):
self.assertEquals('Asset Received But Not Billed - _TC', doc.items[0].expense_account)
def create_asset_data():
if not frappe.db.exists("Asset Category", "Computers"):
create_asset_category()
@ -596,15 +592,15 @@ def create_asset(**args):
asset = frappe.get_doc({
"doctype": "Asset",
"asset_name": "Macbook Pro 1",
"asset_name": args.asset_name or "Macbook Pro 1",
"asset_category": "Computers",
"item_code": "Macbook Pro",
"company": "_Test Company",
"item_code": args.item_code or "Macbook Pro",
"company": args.company or"_Test Company",
"purchase_date": "2015-01-01",
"calculate_depreciation": 0,
"gross_purchase_amount": 100000,
"expected_value_after_useful_life": 10000,
"warehouse": "_Test Warehouse - _TC",
"warehouse": args.warehouse or "_Test Warehouse - _TC",
"available_for_use_date": "2020-06-06",
"location": "Test Location",
"asset_owner": "Company",
@ -616,6 +612,9 @@ def create_asset(**args):
except frappe.DuplicateEntryError:
pass
if args.submit:
asset.submit()
return asset
def create_asset_category():
@ -623,6 +622,7 @@ def create_asset_category():
asset_category.asset_category_name = "Computers"
asset_category.total_number_of_depreciations = 3
asset_category.frequency_of_depreciation = 3
asset_category.enable_cwip_accounting = 1
asset_category.append("accounts", {
"company_name": "_Test Company",
"fixed_asset_account": "_Test Fixed Asset - _TC",
@ -632,6 +632,8 @@ def create_asset_category():
asset_category.insert()
def create_fixed_asset_item():
meta = frappe.get_meta('Asset')
naming_series = meta.get_field("naming_series").options.splitlines()[0] or 'ACC-ASS-.YYYY.-'
try:
frappe.get_doc({
"doctype": "Item",
@ -642,7 +644,9 @@ def create_fixed_asset_item():
"item_group": "All Item Groups",
"stock_uom": "Nos",
"is_stock_item": 0,
"is_fixed_asset": 1
"is_fixed_asset": 1,
"auto_create_assets": 1,
"asset_naming_series": naming_series
}).insert()
except frappe.DuplicateEntryError:
pass
@ -656,19 +660,4 @@ def set_depreciation_settings_in_company():
company.save()
# Enable booking asset depreciation entry automatically
frappe.db.set_value("Accounts Settings", None, "book_asset_depreciation_entry_automatically", 1)
def remove_prorated_depreciation_schedule():
asset_settings = frappe.get_doc("Asset Settings", "Asset Settings")
asset_settings.schedule_based_on_fiscal_year = 0
asset_settings.save()
frappe.db.commit()
def set_prorated_depreciation_schedule():
asset_settings = frappe.get_doc("Asset Settings", "Asset Settings")
asset_settings.schedule_based_on_fiscal_year = 1
asset_settings.number_of_days_in_fiscal_year = 360
asset_settings.save()
frappe.db.commit()
frappe.db.set_value("Accounts Settings", None, "book_asset_depreciation_entry_automatically", 1)

363
erpnext/assets/doctype/asset_category/asset_category.json
View File

@ -1,284 +1,115 @@
{
"allow_copy": 0,
"allow_guest_to_view": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:asset_category_name",
"beta": 0,
"creation": "2016-03-01 17:41:39.778765",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Document",
"editable_grid": 0,
"engine": "InnoDB",
"allow_import": 1,
"allow_rename": 1,
"autoname": "field:asset_category_name",
"creation": "2016-03-01 17:41:39.778765",
"doctype": "DocType",
"document_type": "Document",
"engine": "InnoDB",
"field_order": [
"asset_category_name",
"column_break_3",
"depreciation_options",
"enable_cwip_accounting",
"finance_book_detail",
"finance_books",
"section_break_2",
"accounts"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "asset_category_name",
"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": "Asset Category Name",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "asset_category_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Asset Category Name",
"reqd": 1,
"unique": 1
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "column_break_3",
"fieldtype": "Column Break"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "finance_book_detail",
"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,
"label": "Finance Book Detail",
"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
},
"fieldname": "finance_book_detail",
"fieldtype": "Section Break",
"label": "Finance Book Detail"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "finance_books",
"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": "Finance Books",
"length": 0,
"no_copy": 0,
"options": "Asset Finance Book",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
"fieldname": "finance_books",
"fieldtype": "Table",
"label": "Finance Books",
"options": "Asset Finance Book"
},
{
"allow_bulk_edit": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "section_break_2",
"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,
"label": "Accounts",
"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
},
"fieldname": "section_break_2",
"fieldtype": "Section Break",
"label": "Accounts"
},
{
"allow_bulk_edit": 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": "Asset Category Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
"fieldname": "accounts",
"fieldtype": "Table",
"label": "Accounts",
"options": "Asset Category Account",
"reqd": 1
},
{
"fieldname": "depreciation_options",
"fieldtype": "Section Break",
"label": "Depreciation Options"
},
{
"default": "0",
"fieldname": "enable_cwip_accounting",
"fieldtype": "Check",
"label": "Enable Capital Work in Progress Accounting"
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2018-05-12 14:56:04.116425",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Category",
"name_case": "",
"owner": "Administrator",
],
"modified": "2019-10-11 12:19:59.759136",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Category",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"import": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
"share": 1,
"write": 1
},
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 1,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"import": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1,
"write": 1
},
},
{
"amend": 0,
"apply_user_permissions": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Quality Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Quality Manager",
"share": 1,
"write": 1
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 0,
"track_seen": 0
],
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC"
}

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

@ -10,14 +10,20 @@ from frappe.model.document import Document
class AssetCategory(Document):
def validate(self):
self.validate_finance_books()
def validate_finance_books(self):
for d in self.finance_books:
for field in ("Total Number of Depreciations", "Frequency of Depreciation"):
if cint(d.get(frappe.scrub(field)))<1:
frappe.throw(_("Row {0}: {1} must be greater than 0").format(d.idx, field), frappe.MandatoryError)
@frappe.whitelist()
def get_asset_category_account(asset, fieldname, account=None, asset_category = None, company = None):
if not asset_category and company:
def get_asset_category_account(fieldname, item=None, asset=None, account=None, asset_category = None, company = None):
if item and frappe.db.get_value("Item", item, "is_fixed_asset"):
asset_category = frappe.db.get_value("Item", item, ["asset_category"])
elif not asset_category or not company:
if account:
if frappe.db.get_value("Account", account, "account_type") != "Fixed Asset":
account=None

8
erpnext/assets/doctype/asset_maintenance/test_asset_maintenance.py
View File

@ -73,8 +73,10 @@ def create_asset_data():
'doctype': 'Location',
'location_name': 'Test Location'
}).insert()
if not frappe.db.exists("Item", "Photocopier"):
meta = frappe.get_meta('Asset')
naming_series = meta.get_field("naming_series").options
frappe.get_doc({
"doctype": "Item",
"item_code": "Photocopier",
@ -83,7 +85,9 @@ def create_asset_data():
"company": "_Test Company",
"is_fixed_asset": 1,
"is_stock_item": 0,
"asset_category": "Equipment"
"asset_category": "Equipment",
"auto_create_assets": 1,
"asset_naming_series": naming_series
}).insert()
def create_maintenance_team():

108
erpnext/assets/doctype/asset_movement/asset_movement.js
View File

@ -2,27 +2,101 @@
// For license information, please see license.txt
frappe.ui.form.on('Asset Movement', {
select_serial_no: function(frm) {
if (frm.doc.select_serial_no) {
let serial_no = frm.doc.serial_no
? frm.doc.serial_no + '\n' + frm.doc.select_serial_no : frm.doc.select_serial_no;
frm.set_value("serial_no", serial_no);
frm.set_value("quantity", serial_no.split('\n').length);
}
},
serial_no: function(frm) {
const qty = frm.doc.serial_no ? frm.doc.serial_no.split('\n').length : 0;
frm.set_value("quantity", qty);
},
setup: function(frm) {
frm.set_query("select_serial_no", function() {
setup: (frm) => {
frm.set_query("to_employee", "assets", (doc) => {
return {
filters: {
"asset": frm.doc.asset
company: doc.company
}
};
})
frm.set_query("from_employee", "assets", (doc) => {
return {
filters: {
company: doc.company
}
};
})
frm.set_query("reference_name", (doc) => {
return {
filters: {
company: doc.company,
docstatus: 1
}
};
})
frm.set_query("reference_doctype", () => {
return {
filters: {
name: ["in", ["Purchase Receipt", "Purchase Invoice"]]
}
};
}),
frm.set_query("asset", "assets", () => {
return {
filters: {
status: ["not in", ["Draft"]]
}
}
})
},
onload: (frm) => {
frm.trigger('set_required_fields');
},
purpose: (frm) => {
frm.trigger('set_required_fields');
},
set_required_fields: (frm, cdt, cdn) => {
let fieldnames_to_be_altered;
if (frm.doc.purpose === 'Transfer') {
fieldnames_to_be_altered = {
target_location: { read_only: 0, reqd: 1 },
source_location: { read_only: 1, reqd: 1 },
from_employee: { read_only: 1, reqd: 0 },
to_employee: { read_only: 1, reqd: 0 }
};
}
else if (frm.doc.purpose === 'Receipt') {
fieldnames_to_be_altered = {
target_location: { read_only: 0, reqd: 1 },
source_location: { read_only: 1, reqd: 0 },
from_employee: { read_only: 0, reqd: 1 },
to_employee: { read_only: 1, reqd: 0 }
};
}
else if (frm.doc.purpose === 'Issue') {
fieldnames_to_be_altered = {
target_location: { read_only: 1, reqd: 0 },
source_location: { read_only: 1, reqd: 1 },
from_employee: { read_only: 1, reqd: 0 },
to_employee: { read_only: 0, reqd: 1 }
};
}
Object.keys(fieldnames_to_be_altered).forEach(fieldname => {
let property_to_be_altered = fieldnames_to_be_altered[fieldname];
Object.keys(property_to_be_altered).forEach(property => {
let value = property_to_be_altered[property];
frm.set_df_property(fieldname, property, value, cdn, 'assets');
});
});
frm.refresh_field('assets');
}
});
frappe.ui.form.on('Asset Movement Item', {
asset: function(frm, cdt, cdn) {
// on manual entry of an asset auto sets their source location / employee
const asset_name = locals[cdt][cdn].asset;
if (asset_name){
frappe.db.get_doc('Asset', asset_name).then((asset_doc) => {
if(asset_doc.location) frappe.model.set_value(cdt, cdn, 'source_location', asset_doc.location);
if(asset_doc.custodian) frappe.model.set_value(cdt, cdn, 'from_employee', asset_doc.custodian);
}).catch((err) => {
console.log(err); // eslint-disable-line
});
}
}
});

110
erpnext/assets/doctype/asset_movement/asset_movement.json
View File

@ -1,26 +1,19 @@
{
"allow_import": 1,
"autoname": "naming_series:",
"autoname": "format:ACC-ASM-{YYYY}-{#####}",
"creation": "2016-04-25 18:00:23.559973",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"naming_series",
"company",
"purpose",
"asset",
"transaction_date",
"column_break_4",
"quantity",
"select_serial_no",
"serial_no",
"section_break_7",
"source_location",
"target_location",
"column_break_10",
"from_employee",
"to_employee",
"transaction_date",
"section_break_10",
"assets",
"reference",
"reference_doctype",
"column_break_9",
"reference_name",
"amended_from"
],
@ -36,23 +29,12 @@
"reqd": 1
},
{
"default": "Transfer",
"fieldname": "purpose",
"fieldtype": "Select",
"label": "Purpose",
"options": "\nIssue\nReceipt\nTransfer",
"reqd": 1
},
{
"fieldname": "asset",
"fieldtype": "Link",
"in_global_search": 1,
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Asset",
"options": "Asset",
"reqd": 1
},
{
"fieldname": "transaction_date",
"fieldtype": "Datetime",
@ -65,56 +47,7 @@
"fieldtype": "Column Break"
},
{
"fieldname": "quantity",
"fieldtype": "Float",
"label": "Quantity"
},
{
"fieldname": "select_serial_no",
"fieldtype": "Link",
"label": "Select Serial No",
"options": "Serial No"
},
{
"fieldname": "serial_no",
"fieldtype": "Small Text",
"label": "Serial No"
},
{
"fieldname": "section_break_7",
"fieldtype": "Section Break"
},
{
"fieldname": "source_location",
"fieldtype": "Link",
"label": "Source Location",
"options": "Location"
},
{
"fieldname": "target_location",
"fieldtype": "Link",
"label": "Target Location",
"options": "Location"
},
{
"fieldname": "column_break_10",
"fieldtype": "Column Break"
},
{
"fieldname": "from_employee",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "From Employee",
"options": "Employee"
},
{
"fieldname": "to_employee",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "To Employee",
"options": "Employee"
},
{
"collapsible": 1,
"fieldname": "reference",
"fieldtype": "Section Break",
"label": "Reference"
@ -122,18 +55,16 @@
{
"fieldname": "reference_doctype",
"fieldtype": "Link",
"label": "Reference DocType",
"label": "Reference Document Type",
"no_copy": 1,
"options": "DocType",
"read_only": 1
"options": "DocType"
},
{
"fieldname": "reference_name",
"fieldtype": "Dynamic Link",
"label": "Reference Name",
"label": "Reference Document Name",
"no_copy": 1,
"options": "reference_doctype",
"read_only": 1
"options": "reference_doctype"
},
{
"fieldname": "amended_from",
@ -145,16 +76,23 @@
"read_only": 1
},
{
"default": "ACC-ASM-.YYYY.-",
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Series",
"options": "ACC-ASM-.YYYY.-",
"fieldname": "section_break_10",
"fieldtype": "Section Break"
},
{
"fieldname": "assets",
"fieldtype": "Table",
"label": "Assets",
"options": "Asset Movement Item",
"reqd": 1
},
{
"fieldname": "column_break_9",
"fieldtype": "Column Break"
}
],
"is_submittable": 1,
"modified": "2019-09-16 16:27:53.887634",
"modified": "2019-11-23 13:28:47.256935",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Movement",

179
erpnext/assets/doctype/asset_movement/asset_movement.py
View File

@ -5,101 +5,142 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos
from frappe.model.document import Document
class AssetMovement(Document):
def validate(self):
self.validate_asset()
self.validate_location()
self.validate_employee()
def validate_asset(self):
status, company = frappe.db.get_value("Asset", self.asset, ["status", "company"])
if self.purpose == 'Transfer' and status in ("Draft", "Scrapped", "Sold"):
frappe.throw(_("{0} asset cannot be transferred").format(status))
for d in self.assets:
status, company = frappe.db.get_value("Asset", d.asset, ["status", "company"])
if self.purpose == 'Transfer' and status in ("Draft", "Scrapped", "Sold"):
frappe.throw(_("{0} asset cannot be transferred").format(status))
if company != self.company:
frappe.throw(_("Asset {0} does not belong to company {1}").format(self.asset, self.company))
if company != self.company:
frappe.throw(_("Asset {0} does not belong to company {1}").format(d.asset, self.company))
if self.serial_no and len(get_serial_nos(self.serial_no)) != self.quantity:
frappe.throw(_("Number of serial nos and quantity must be the same"))
if not(self.source_location or self.target_location or self.from_employee or self.to_employee):
frappe.throw(_("Either location or employee must be required"))
if (not self.serial_no and
frappe.db.get_value('Serial No', {'asset': self.asset}, 'name')):
frappe.throw(_("Serial no is required for the asset {0}").format(self.asset))
if not (d.source_location or d.target_location or d.from_employee or d.to_employee):
frappe.throw(_("Either location or employee must be required"))
def validate_location(self):
if self.purpose in ['Transfer', 'Issue']:
if not self.serial_no and not (self.from_employee or self.to_employee):
self.source_location = frappe.db.get_value("Asset", self.asset, "location")
for d in self.assets:
if self.purpose in ['Transfer', 'Issue']:
if not d.source_location:
d.source_location = frappe.db.get_value("Asset", d.asset, "location")
if self.purpose == 'Issue' and not (self.source_location or self.from_employee):
frappe.throw(_("Source Location is required for the asset {0}").format(self.asset))
if not d.source_location:
frappe.throw(_("Source Location is required for the Asset {0}").format(d.asset))
if self.serial_no and self.source_location:
s_nos = get_serial_nos(self.serial_no)
serial_nos = frappe.db.sql_list(""" select name from `tabSerial No` where location != '%s'
and name in (%s)""" %(self.source_location, ','.join(['%s'] * len(s_nos))), tuple(s_nos))
if d.source_location:
current_location = frappe.db.get_value("Asset", d.asset, "location")
if serial_nos:
frappe.throw(_("Serial nos {0} does not belongs to the location {1}").
format(','.join(serial_nos), self.source_location))
if current_location != d.source_location:
frappe.throw(_("Asset {0} does not belongs to the location {1}").
format(d.asset, d.source_location))
if self.purpose == 'Issue':
if d.target_location:
frappe.throw(_("Issuing cannot be done to a location. \
Please enter employee who has issued Asset {0}").format(d.asset), title="Incorrect Movement Purpose")
if not d.to_employee:
frappe.throw(_("Employee is required while issuing Asset {0}").format(d.asset))
if self.purpose == 'Transfer':
if d.to_employee:
frappe.throw(_("Transferring cannot be done to an Employee. \
Please enter location where Asset {0} has to be transferred").format(
d.asset), title="Incorrect Movement Purpose")
if not d.target_location:
frappe.throw(_("Target Location is required while transferring Asset {0}").format(d.asset))
if d.source_location == d.target_location:
frappe.throw(_("Source and Target Location cannot be same"))
if self.purpose == 'Receipt':
# only when asset is bought and first entry is made
if not d.source_location and not (d.target_location or d.to_employee):
frappe.throw(_("Target Location or To Employee is required while receiving Asset {0}").format(d.asset))
elif d.source_location:
# when asset is received from an employee
if d.target_location and not d.from_employee:
frappe.throw(_("From employee is required while receiving Asset {0} to a target location").format(d.asset))
if d.from_employee and not d.target_location:
frappe.throw(_("Target Location is required while receiving Asset {0} from an employee").format(d.asset))
if d.to_employee and d.target_location:
frappe.throw(_("Asset {0} cannot be received at a location and \
given to employee in a single movement").format(d.asset))
if self.source_location and self.source_location == self.target_location and self.purpose == 'Transfer':
frappe.throw(_("Source and Target Location cannot be same"))
def validate_employee(self):
for d in self.assets:
if d.from_employee:
current_custodian = frappe.db.get_value("Asset", d.asset, "custodian")
if self.purpose == 'Receipt' and not (self.target_location or self.to_employee):
frappe.throw(_("Target Location is required for the asset {0}").format(self.asset))
if current_custodian != d.from_employee:
frappe.throw(_("Asset {0} does not belongs to the custodian {1}").
format(d.asset, d.from_employee))
if d.to_employee and frappe.db.get_value("Employee", d.to_employee, "company") != self.company:
frappe.throw(_("Employee {0} does not belongs to the company {1}").
format(d.to_employee, self.company))
def on_submit(self):
self.set_latest_location_in_asset()
def before_cancel(self):
self.validate_last_movement()
def on_cancel(self):
self.set_latest_location_in_asset()
def validate_last_movement(self):
for d in self.assets:
auto_gen_movement_entry = frappe.db.sql(
"""
SELECT asm.name
FROM `tabAsset Movement Item` asm_item, `tabAsset Movement` asm
WHERE
asm.docstatus=1 and
asm_item.parent=asm.name and
asm_item.asset=%s and
asm.company=%s and
asm_item.source_location is NULL and
asm.purpose=%s
ORDER BY
asm.transaction_date asc
""", (d.asset, self.company, 'Receipt'), as_dict=1)
if 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))
def set_latest_location_in_asset(self):
location, employee = '', ''
current_location, current_employee = '', ''
cond = "1=1"
args = {
'asset': self.asset,
'company': self.company
}
for d in self.assets:
args = {
'asset': d.asset,
'company': self.company
}
if self.serial_no:
cond = "serial_no like %(txt)s"
args.update({
'txt': "%%%s%%" % self.serial_no
})
# latest entry corresponds to current document's location, employee when transaction date > previous dates
# In case of cancellation it corresponds to previous latest document's location, employee
latest_movement_entry = frappe.db.sql(
"""
SELECT asm_item.target_location, asm_item.to_employee
FROM `tabAsset Movement Item` asm_item, `tabAsset Movement` asm
WHERE
asm_item.parent=asm.name and
asm_item.asset=%(asset)s and
asm.company=%(company)s and
asm.docstatus=1 and {0}
ORDER BY
asm.transaction_date desc limit 1
""".format(cond), args)
if latest_movement_entry:
current_location = latest_movement_entry[0][0]
current_employee = latest_movement_entry[0][1]
latest_movement_entry = frappe.db.sql("""select target_location, to_employee from `tabAsset Movement`
where asset=%(asset)s and docstatus=1 and company=%(company)s and {0}
order by transaction_date desc limit 1""".format(cond), args)
if latest_movement_entry:
location = latest_movement_entry[0][0]
employee = latest_movement_entry[0][1]
elif self.purpose in ['Transfer', 'Receipt']:
movement_entry = frappe.db.sql("""select source_location, from_employee from `tabAsset Movement`
where asset=%(asset)s and docstatus=2 and company=%(company)s and {0}
order by transaction_date asc limit 1""".format(cond), args)
if movement_entry:
location = movement_entry[0][0]
employee = movement_entry[0][1]
if not self.serial_no:
frappe.db.set_value("Asset", self.asset, "location", location)
if not employee and self.purpose in ['Receipt', 'Transfer']:
employee = self.to_employee
if self.serial_no:
for d in get_serial_nos(self.serial_no):
if (location or (self.purpose == 'Issue' and self.source_location)):
frappe.db.set_value('Serial No', d, 'location', location)
if employee or self.docstatus==2 or self.purpose == 'Issue':
frappe.db.set_value('Serial No', d, 'employee', employee)
frappe.db.set_value('Asset', d.asset, 'location', current_location)
frappe.db.set_value('Asset', d.asset, 'custodian', current_employee)

130
erpnext/assets/doctype/asset_movement/test_asset_movement.py
View File

@ -5,6 +5,7 @@ from __future__ import unicode_literals
import frappe
import unittest
import erpnext
from erpnext.stock.doctype.item.test_item import make_item
from frappe.utils import now, nowdate, get_last_day, add_days
from erpnext.assets.doctype.asset.test_asset import create_asset_data
@ -16,7 +17,6 @@ class TestAssetMovement(unittest.TestCase):
def setUp(self):
create_asset_data()
make_location()
make_serialized_item()
def test_movement(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
@ -38,68 +38,72 @@ class TestAssetMovement(unittest.TestCase):
if asset.docstatus == 0:
asset.submit()
# check asset movement is created
if not frappe.db.exists("Location", "Test Location 2"):
frappe.get_doc({
'doctype': 'Location',
'location_name': 'Test Location 2'
}).insert()
movement1 = create_asset_movement(asset= asset.name, purpose = 'Transfer',
company=asset.company, source_location="Test Location", target_location="Test Location 2")
movement1 = create_asset_movement(purpose = 'Transfer', company = asset.company,
assets = [{ 'asset': asset.name , 'source_location': 'Test Location', 'target_location': 'Test Location 2'}],
reference_doctype = 'Purchase Receipt', reference_name = pr.name)
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location 2")
movement2 = create_asset_movement(asset= asset.name, purpose = 'Transfer',
company=asset.company, source_location = "Test Location 2", target_location="Test Location")
movement2 = create_asset_movement(purpose = 'Transfer', company = asset.company,
assets = [{ 'asset': asset.name , 'source_location': 'Test Location 2', 'target_location': 'Test Location'}],
reference_doctype = 'Purchase Receipt', reference_name = pr.name)
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location")
movement1.cancel()
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location")
movement2.cancel()
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location")
def test_movement_for_serialized_asset(self):
asset_item = "Test Serialized Asset Item"
pr = make_purchase_receipt(item_code=asset_item, rate = 1000, qty=3, location = "Mumbai")
asset_name = frappe.db.get_value('Asset', {'purchase_receipt': pr.name}, 'name')
employee = make_employee("testassetmovemp@example.com", company="_Test Company")
movement3 = create_asset_movement(purpose = 'Issue', company = asset.company,
assets = [{ 'asset': asset.name , 'source_location': 'Test Location', 'to_employee': employee}],
reference_doctype = 'Purchase Receipt', reference_name = pr.name)
# after issuing asset should belong to an employee not at a location
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), None)
self.assertEqual(frappe.db.get_value("Asset", asset.name, "custodian"), employee)
def test_last_movement_cancellation(self):
pr = make_purchase_receipt(item_code="Macbook Pro",
qty=1, rate=100000.0, location="Test Location")
asset_name = frappe.db.get_value("Asset", {"purchase_receipt": pr.name}, 'name')
asset = frappe.get_doc('Asset', asset_name)
month_end_date = get_last_day(nowdate())
asset.available_for_use_date = nowdate() if nowdate() != month_end_date else add_days(nowdate(), -15)
asset.calculate_depreciation = 1
asset.available_for_use_date = '2020-06-06'
asset.purchase_date = '2020-06-06'
asset.append("finance_books", {
"expected_value_after_useful_life": 200,
"expected_value_after_useful_life": 10000,
"next_depreciation_date": "2020-12-31",
"depreciation_method": "Straight Line",
"total_number_of_depreciations": 3,
"frequency_of_depreciation": 10,
"depreciation_start_date": month_end_date
"depreciation_start_date": "2020-06-06"
})
asset.submit()
serial_nos = frappe.db.get_value('Asset Movement', {'reference_name': pr.name}, 'serial_no')
if asset.docstatus == 0:
asset.submit()
if not frappe.db.exists("Location", "Test Location 2"):
frappe.get_doc({
'doctype': 'Location',
'location_name': 'Test Location 2'
}).insert()
movement = frappe.get_doc({'doctype': 'Asset Movement', 'reference_name': pr.name })
self.assertRaises(frappe.ValidationError, movement.cancel)
mov1 = create_asset_movement(asset=asset_name, purpose = 'Transfer',
company=asset.company, source_location = "Mumbai", target_location="Pune", serial_no=serial_nos)
self.assertEqual(mov1.target_location, "Pune")
movement1 = create_asset_movement(purpose = 'Transfer', company = asset.company,
assets = [{ 'asset': asset.name , 'source_location': 'Test Location', 'target_location': 'Test Location 2'}],
reference_doctype = 'Purchase Receipt', reference_name = pr.name)
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location 2")
serial_no = frappe.db.get_value('Serial No', {'asset': asset_name}, 'name')
employee = make_employee("testassetemp@example.com")
create_asset_movement(asset=asset_name, purpose = 'Transfer',
company=asset.company, serial_no=serial_no, to_employee=employee)
self.assertEqual(frappe.db.get_value('Serial No', serial_no, 'employee'), employee)
create_asset_movement(asset=asset_name, purpose = 'Transfer', company=asset.company,
serial_no=serial_no, from_employee=employee, to_employee="_T-Employee-00001")
self.assertEqual(frappe.db.get_value('Serial No', serial_no, 'location'), "Pune")
mov4 = create_asset_movement(asset=asset_name, purpose = 'Transfer',
company=asset.company, source_location = "Pune", target_location="Nagpur", serial_no=serial_nos)
self.assertEqual(mov4.target_location, "Nagpur")
self.assertEqual(frappe.db.get_value('Serial No', serial_no, 'location'), "Nagpur")
self.assertEqual(frappe.db.get_value('Serial No', serial_no, 'employee'), "_T-Employee-00001")
movement1.cancel()
self.assertEqual(frappe.db.get_value("Asset", asset.name, "location"), "Test Location")
def create_asset_movement(**args):
args = frappe._dict(args)
@ -109,22 +113,14 @@ def create_asset_movement(**args):
movement = frappe.new_doc("Asset Movement")
movement.update({
"asset": args.asset,
"assets": args.assets,
"transaction_date": args.transaction_date,
"target_location": args.target_location,
"company": args.company,
'purpose': args.purpose or 'Receipt',
'serial_no': args.serial_no,
'quantity': len(get_serial_nos(args.serial_no)) if args.serial_no else 1,
'from_employee': "_T-Employee-00001" or args.from_employee,
'to_employee': args.to_employee
'reference_doctype': args.reference_doctype,
'reference_name': args.reference_name
})
if args.source_location:
movement.update({
'source_location': args.source_location
})
movement.insert()
movement.submit()
@ -137,33 +133,3 @@ def make_location():
'doctype': 'Location',
'location_name': location
}).insert(ignore_permissions = True)
def make_serialized_item():
asset_item = "Test Serialized Asset Item"
if not frappe.db.exists('Item', asset_item):
asset_category = frappe.get_all('Asset Category')
if asset_category:
asset_category = asset_category[0].name
if not asset_category:
doc = frappe.get_doc({
'doctype': 'Asset Category',
'asset_category_name': 'Test Asset Category',
'depreciation_method': 'Straight Line',
'total_number_of_depreciations': 12,
'frequency_of_depreciation': 1,
'accounts': [{
'company_name': '_Test Company',
'fixed_asset_account': '_Test Fixed Asset - _TC',
'accumulated_depreciation_account': 'Depreciation - _TC',
'depreciation_expense_account': 'Depreciation - _TC'
}]
}).insert()
asset_category = doc.name
make_item(asset_item, {'is_stock_item':0,
'stock_uom': 'Box', 'is_fixed_asset': 1, 'has_serial_no': 1,
'asset_category': asset_category, 'serial_no_series': 'ABC.###'})

0
erpnext/assets/doctype/asset_settings/__init__.py → erpnext/assets/doctype/asset_movement_item/__init__.py
View File

86
erpnext/assets/doctype/asset_movement_item/asset_movement_item.json Normal file
View File

@ -0,0 +1,86 @@
{
"creation": "2019-10-07 18:49:00.737806",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"company",
"asset",
"source_location",
"from_employee",
"column_break_2",
"asset_name",
"target_location",
"to_employee"
],
"fields": [
{
"fieldname": "asset",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Asset",
"options": "Asset",
"reqd": 1
},
{
"fetch_from": "asset.asset_name",
"fieldname": "asset_name",
"fieldtype": "Data",
"label": "Asset Name",
"read_only": 1
},
{
"fieldname": "source_location",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Source Location",
"options": "Location"
},
{
"fieldname": "target_location",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Target Location",
"options": "Location"
},
{
"fieldname": "from_employee",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"in_list_view": 1,
"label": "From Employee",
"options": "Employee"
},
{
"fieldname": "to_employee",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"in_list_view": 1,
"label": "To Employee",
"options": "Employee"
},
{
"fieldname": "column_break_2",
"fieldtype": "Column Break"
},
{
"fieldname": "company",
"fieldtype": "Link",
"hidden": 1,
"label": "Company",
"options": "Company",
"read_only": 1
}
],
"istable": 1,
"modified": "2019-10-09 15:59:08.265141",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Movement Item",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

5
erpnext/assets/doctype/asset_settings/asset_settings.py → erpnext/assets/doctype/asset_movement_item/asset_movement_item.py
View File

@ -1,9 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
# Copyright (c) 2019, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
# import frappe
from frappe.model.document import Document
class AssetSettings(Document):
class AssetMovementItem(Document):
pass

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

@ -1,5 +0,0 @@
// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Asset Settings', {
});

148
erpnext/assets/doctype/asset_settings/asset_settings.json
View File

@ -1,148 +0,0 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2018-01-03 10:30:32.983381",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"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": "depreciation_options",
"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,
"label": "Depreciation Options",
"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
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "disable_cwip_accounting",
"fieldtype": "Check",
"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": "Disable CWIP Accounting",
"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
}
],
"has_web_view": 0,
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"modified": "2019-05-26 18:31:19.930563",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Settings",
"name_case": "",
"owner": "Administrator",
"permissions": [
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 0,
"role": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
},
{
"amend": 0,
"cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 0,
"if_owner": 0,
"import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 0,
"role": "Accounts Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
}
],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
}

23
erpnext/assets/doctype/asset_settings/test_asset_settings.js
View File

@ -1,23 +0,0 @@
/* eslint-disable */
// rename this file from _test_[name] to test_[name] to activate
// and remove above this line
QUnit.test("test: Asset Settings", function (assert) {
let done = assert.async();
// number of asserts
assert.expect(1);
frappe.run_serially([
// insert a new Asset Settings
() => frappe.tests.make('Asset Settings', [
// values to be set
{key: 'value'}
]),
() => {
assert.equal(cur_frm.doc.key, 'value');
},
() => done()
]);
});

9
erpnext/assets/doctype/asset_settings/test_asset_settings.py
View File

@ -1,9 +0,0 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
import unittest
class TestAssetSettings(unittest.TestCase):
pass

5
erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.json
View File

@ -60,7 +60,8 @@
{
"fieldname": "date",
"fieldtype": "Date",
"label": "Date"
"label": "Date",
"reqd": 1
},
{
"fieldname": "current_asset_value",
@ -110,7 +111,7 @@
}
],
"is_submittable": 1,
"modified": "2019-05-26 09:46:23.613412",
"modified": "2019-11-22 14:09:25.800375",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Value Adjustment",

9
erpnext/assets/doctype/asset_value_adjustment/asset_value_adjustment.py
View File

@ -5,12 +5,13 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.utils import flt, getdate, cint, date_diff
from frappe.utils import flt, getdate, cint, date_diff, formatdate
from erpnext.assets.doctype.asset.depreciation import get_depreciation_accounts
from frappe.model.document import Document
class AssetValueAdjustment(Document):
def validate(self):
self.validate_date()
self.set_difference_amount()
self.set_current_asset_value()
@ -23,6 +24,12 @@ class AssetValueAdjustment(Document):
frappe.throw(_("Cancel the journal entry {0} first").format(self.journal_entry))
self.reschedule_depreciations(self.current_asset_value)
def validate_date(self):
asset_purchase_date = frappe.db.get_value('Asset', self.asset, 'purchase_date')
if getdate(self.date) < getdate(asset_purchase_date):
frappe.throw(_("Asset Value Adjustment cannot be posted before Asset's purchase date <b>{0}</b>.")
.format(formatdate(asset_purchase_date)), title="Incorrect Date")
def set_difference_amount(self):
self.difference_amount = flt(self.current_asset_value - self.new_asset_value)

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

@ -313,7 +313,7 @@ def item_last_purchase_rate(name, conversion_rate, item_code, conversion_factor=
last_purchase_details = get_last_purchase_details(item_code, name)
if last_purchase_details:
last_purchase_rate = (last_purchase_details['base_rate'] * (flt(conversion_factor) or 1.0)) / conversion_rate
last_purchase_rate = (last_purchase_details['base_net_rate'] * (flt(conversion_factor) or 1.0)) / conversion_rate
return last_purchase_rate
else:
item_last_purchase_rate = frappe.get_cached_value("Item", item_code, "last_purchase_rate")

11
erpnext/buying/doctype/purchase_order_item/purchase_order_item.json
View File

@ -43,6 +43,7 @@
"base_amount",
"pricing_rules",
"is_free_item",
"is_fixed_asset",
"section_break_29",
"net_rate",
"net_amount",
@ -699,11 +700,19 @@
"fieldtype": "Data",
"label": "Manufacturer Part Number",
"read_only": 1
},
{
"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": "2019-09-17 22:32:34.703923",
"modified": "2019-11-07 17:19:12.090355",
"modified_by": "Administrator",
"module": "Buying",
"name": "Purchase Order Item",

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

@ -134,7 +134,7 @@ frappe.ui.form.on("Request for Quotation",{
if (args.search_type === "Tag" && args.tag) {
return frappe.call({
type: "GET",
method: "frappe.desk.tags.get_tagged_docs",
method: "frappe.desk.doctype.tag.tag.get_tagged_docs",
args: {
"doctype": "Supplier",
"tag": args.tag

14
erpnext/buying/doctype/request_for_quotation/request_for_quotation.py
View File

@ -344,13 +344,9 @@ def get_item_from_material_requests_based_on_supplier(source_name, target_doc =
@frappe.whitelist()
def get_supplier_tag():
data = frappe.db.sql("select _user_tags from `tabSupplier`")
tags = []
for tag in data:
tags += filter(bool, tag[0].split(","))
tags = list(set(tags))
return tags
if not frappe.cache().hget("Supplier", "Tags"):
filters = {"document_type": "Supplier"}
tags = list(set([tag.tag for tag in frappe.get_all("Tag Link", filters=filters, fields=["tag"]) if tag]))
frappe.cache().hset("Supplier", "Tags", tags)
return frappe.cache().hget("Supplier", "Tags")

4
erpnext/buying/utils.py
View File

@ -24,12 +24,12 @@ def update_last_purchase_rate(doc, is_submit):
last_purchase_rate = None
if last_purchase_details and \
(last_purchase_details.purchase_date > this_purchase_date):
last_purchase_rate = last_purchase_details['base_rate']
last_purchase_rate = last_purchase_details['base_net_rate']
elif is_submit == 1:
# even if this transaction is the latest one, it should be submitted
# for it to be considered for latest purchase rate
if flt(d.conversion_factor):
last_purchase_rate = flt(d.base_rate) / flt(d.conversion_factor)
last_purchase_rate = flt(d.base_net_rate) / flt(d.conversion_factor)
# Check if item code is present
# Conversion factor should not be mandatory for non itemized items
elif d.item_code:

14
erpnext/change_log/v12/v12_2_0.md Normal file
View File

@ -0,0 +1,14 @@
# Version 12.2.0 Release Notes
### Accounting
1. Fixed Asset
- "Enable CWIP" options moved to Asset Category from Asset Settings
- Removed Asset link from Purchase Receipt Item table
- Enhanced Asset master
- Asset Movement now handles movement of multiple assets
- Introduced monthly depreciation
2. GL Entries for Landed Cost Voucher now posted directly against individual Charges account
3. Optimization of BOM Update Tool
4. Syncing of Stock and Account balance is enforced, in case of perpetual inventory
5. Rendered email template in Email Campaign

4
erpnext/config/assets.py
View File

@ -21,10 +21,6 @@ def get_data():
"name": "Asset Category",
"onboard": 1,
},
{
"type": "doctype",
"name": "Asset Settings",
},
{
"type": "doctype",
"name": "Asset Movement",

64
erpnext/controllers/accounts_controller.py
View File

@ -718,48 +718,6 @@ class AccountsController(TransactionBase):
# at quotation / sales order level and we shouldn't stop someone
# from creating a sales invoice if sales order is already created
def validate_fixed_asset(self):
for d in self.get("items"):
if d.is_fixed_asset:
# if d.qty > 1:
# frappe.throw(_("Row #{0}: Qty must be 1, as item is a fixed asset. Please use separate row for multiple qty.").format(d.idx))
if d.meta.get_field("asset") and d.asset:
asset = frappe.get_doc("Asset", d.asset)
if asset.company != self.company:
frappe.throw(_("Row #{0}: Asset {1} does not belong to company {2}")
.format(d.idx, d.asset, self.company))
elif asset.item_code != d.item_code:
frappe.throw(_("Row #{0}: Asset {1} does not linked to Item {2}")
.format(d.idx, d.asset, d.item_code))
# elif asset.docstatus != 1:
# frappe.throw(_("Row #{0}: Asset {1} must be submitted").format(d.idx, d.asset))
elif self.doctype == "Purchase Invoice":
# if asset.status != "Submitted":
# frappe.throw(_("Row #{0}: Asset {1} is already {2}")
# .format(d.idx, d.asset, asset.status))
if getdate(asset.purchase_date) != getdate(self.posting_date):
frappe.throw(
_("Row #{0}: Posting Date must be same as purchase date {1} of asset {2}").format(d.idx,
asset.purchase_date,
d.asset))
elif asset.is_existing_asset:
frappe.throw(
_("Row #{0}: Purchase Invoice cannot be made against an existing asset {1}").format(
d.idx, d.asset))
elif self.docstatus == "Sales Invoice" and self.docstatus == 1:
if self.update_stock:
frappe.throw(_("'Update Stock' cannot be checked for fixed asset sale"))
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 delink_advance_entries(self, linked_doc_name):
total_allocated_amount = 0
for adv in self.advances:
@ -1172,6 +1130,7 @@ def set_purchase_order_defaults(parent_doctype, parent_doctype_name, child_docna
def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, child_docname="items"):
data = json.loads(trans_items)
sales_doctypes = ['Sales Order', 'Sales Invoice', 'Delivery Note', 'Quotation']
parent = frappe.get_doc(parent_doctype, parent_doctype_name)
for d in data:
@ -1192,8 +1151,9 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
frappe.throw(_("Cannot set quantity less than received quantity"))
child_item.qty = flt(d.get("qty"))
precision = child_item.precision("rate") or 2
if flt(child_item.billed_amt) > (flt(d.get("rate")) * flt(d.get("qty"))):
if flt(child_item.billed_amt, precision) > flt(flt(d.get("rate")) * flt(d.get("qty")), precision):
frappe.throw(_("Row #{0}: Cannot set Rate if amount is greater than billed amount for Item {1}.")
.format(child_item.idx, child_item.item_code))
else:
@ -1204,18 +1164,22 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
# if rate is greater than price_list_rate, set margin
# or set discount
child_item.discount_percentage = 0
child_item.margin_type = "Amount"
child_item.margin_rate_or_amount = flt(child_item.rate - child_item.price_list_rate,
child_item.precision("margin_rate_or_amount"))
child_item.rate_with_margin = child_item.rate
if parent_doctype in sales_doctypes:
child_item.margin_type = "Amount"
child_item.margin_rate_or_amount = flt(child_item.rate - child_item.price_list_rate,
child_item.precision("margin_rate_or_amount"))
child_item.rate_with_margin = child_item.rate
else:
child_item.discount_percentage = flt((1 - flt(child_item.rate) / flt(child_item.price_list_rate)) * 100.0,
child_item.precision("discount_percentage"))
child_item.discount_amount = flt(
child_item.price_list_rate) - flt(child_item.rate)
child_item.margin_type = ""
child_item.margin_rate_or_amount = 0
child_item.rate_with_margin = 0
if parent_doctype in sales_doctypes:
child_item.margin_type = ""
child_item.margin_rate_or_amount = 0
child_item.rate_with_margin = 0
child_item.flags.ignore_validate_update_after_submit = True
if new_child_flag:

147
erpnext/controllers/buying_controller.py
View File

@ -101,7 +101,7 @@ class BuyingController(StockController):
msgprint(_('Tax Category has been changed to "Total" because all the Items are non-stock items'))
def get_asset_items(self):
if self.doctype not in ['Purchase Invoice', 'Purchase Receipt']:
if self.doctype not in ['Purchase Order', 'Purchase Invoice', 'Purchase Receipt']:
return []
return [d.item_code for d in self.items if d.is_fixed_asset]
@ -150,25 +150,26 @@ class BuyingController(StockController):
TODO: rename item_tax_amount to valuation_tax_amount
"""
stock_items = self.get_stock_items() + self.get_asset_items()
stock_and_asset_items = self.get_stock_items() + self.get_asset_items()
stock_items_qty, stock_items_amount = 0, 0
last_stock_item_idx = 1
stock_and_asset_items_qty, stock_and_asset_items_amount = 0, 0
last_item_idx = 1
for d in self.get(parentfield):
if d.item_code and d.item_code in stock_items:
stock_items_qty += flt(d.qty)
stock_items_amount += flt(d.base_net_amount)
last_stock_item_idx = d.idx
if d.item_code and d.item_code in stock_and_asset_items:
stock_and_asset_items_qty += flt(d.qty)
stock_and_asset_items_amount += flt(d.base_net_amount)
last_item_idx = d.idx
total_valuation_amount = sum([flt(d.base_tax_amount_after_discount_amount) for d in self.get("taxes")
if d.category in ["Valuation", "Valuation and Total"]])
valuation_amount_adjustment = total_valuation_amount
for i, item in enumerate(self.get(parentfield)):
if item.item_code and item.qty and item.item_code in stock_items:
item_proportion = flt(item.base_net_amount) / stock_items_amount if stock_items_amount \
else flt(item.qty) / stock_items_qty
if i == (last_stock_item_idx - 1):
if item.item_code and item.qty and item.item_code in stock_and_asset_items:
item_proportion = flt(item.base_net_amount) / stock_and_asset_items_amount if stock_and_asset_items_amount \
else flt(item.qty) / stock_and_asset_items_qty
if i == (last_item_idx - 1):
item.item_tax_amount = flt(valuation_amount_adjustment,
self.precision("item_tax_amount", item))
else:
@ -572,43 +573,33 @@ class BuyingController(StockController):
asset_items = self.get_asset_items()
if asset_items:
self.make_serial_nos_for_asset(asset_items)
self.auto_make_assets(asset_items)
def make_serial_nos_for_asset(self, asset_items):
def auto_make_assets(self, asset_items):
items_data = get_asset_item_details(asset_items)
messages = []
for d in self.items:
if d.is_fixed_asset:
item_data = items_data.get(d.item_code)
if not d.asset:
asset = self.make_asset(d)
d.db_set('asset', asset)
if item_data.get('has_serial_no'):
# If item has serial no
if item_data.get('serial_no_series') and not d.serial_no:
serial_nos = get_auto_serial_nos(item_data.get('serial_no_series'), d.qty)
elif d.serial_no:
serial_nos = d.serial_no
elif not d.serial_no:
frappe.throw(_("Serial no is mandatory for the item {0}").format(d.item_code))
if item_data.get('auto_create_assets'):
# If asset has to be auto created
# Check for asset naming series
if item_data.get('asset_naming_series'):
for qty in range(cint(d.qty)):
self.make_asset(d)
is_plural = 's' if cint(d.qty) != 1 else ''
messages.append(_('{0} Asset{2} Created for <b>{1}</b>').format(cint(d.qty), d.item_code, is_plural))
else:
frappe.throw(_("Row {1}: Asset Naming Series is mandatory for the auto creation for item {0}")
.format(d.item_code, d.idx))
else:
messages.append(_("Assets not created for <b>{0}</b>. You will have to create asset manually.")
.format(d.item_code))
auto_make_serial_nos({
'serial_no': serial_nos,
'item_code': d.item_code,
'via_stock_ledger': False,
'company': self.company,
'supplier': self.supplier,
'actual_qty': d.qty,
'purchase_document_type': self.doctype,
'purchase_document_no': self.name,
'asset': d.asset,
'location': d.asset_location
})
d.db_set('serial_no', serial_nos)
if d.asset:
self.make_asset_movement(d)
for message in messages:
frappe.msgprint(message, title="Success")
def make_asset(self, row):
if not row.asset_location:
@ -617,7 +608,7 @@ class BuyingController(StockController):
item_data = frappe.db.get_value('Item',
row.item_code, ['asset_naming_series', 'asset_category'], as_dict=1)
purchase_amount = flt(row.base_net_amount + row.item_tax_amount)
purchase_amount = flt(row.base_rate + row.item_tax_amount)
asset = frappe.get_doc({
'doctype': 'Asset',
'item_code': row.item_code,
@ -640,57 +631,49 @@ class BuyingController(StockController):
asset.set_missing_values()
asset.insert()
asset_link = frappe.utils.get_link_to_form('Asset', asset.name)
frappe.msgprint(_("Asset {0} created").format(asset_link))
return asset.name
def make_asset_movement(self, row):
asset_movement = frappe.get_doc({
'doctype': 'Asset Movement',
'asset': row.asset,
'target_location': row.asset_location,
'purpose': 'Receipt',
'serial_no': row.serial_no,
'quantity': len(get_serial_nos(row.serial_no)),
'company': self.company,
'transaction_date': self.posting_date,
'reference_doctype': self.doctype,
'reference_name': self.name
}).insert()
return asset_movement.name
def update_fixed_asset(self, field, delete_asset = False):
for d in self.get("items"):
if d.is_fixed_asset and d.asset:
asset = frappe.get_doc("Asset", d.asset)
if d.is_fixed_asset:
is_auto_create_enabled = frappe.db.get_value('Item', d.item_code, 'auto_create_assets')
assets = frappe.db.get_all('Asset', filters={ field : self.name, 'item_code' : d.item_code })
if delete_asset and asset.docstatus == 0:
frappe.delete_doc("Asset", asset.name)
d.db_set('asset', None)
continue
for asset in assets:
asset = frappe.get_doc('Asset', asset.name)
if delete_asset and is_auto_create_enabled:
# need to delete movements to delete assets otherwise throws link exists error
movements = frappe.db.sql(
"""SELECT asm.name
FROM `tabAsset Movement` asm, `tabAsset Movement Item` asm_item
WHERE asm_item.parent=asm.name and asm_item.asset=%s""", asset.name, as_dict=1)
for movement in movements:
frappe.delete_doc('Asset Movement', movement.name, force=1)
frappe.delete_doc("Asset", asset.name, force=1)
continue
if self.docstatus in [0, 1] and not asset.get(field):
asset.set(field, self.name)
asset.purchase_date = self.posting_date
asset.supplier = self.supplier
elif self.docstatus == 2:
asset.set(field, None)
asset.supplier = None
if self.docstatus in [0, 1] and not asset.get(field):
asset.set(field, self.name)
asset.purchase_date = self.posting_date
asset.supplier = self.supplier
elif self.docstatus == 2:
if asset.docstatus == 0:
asset.set(field, None)
asset.supplier = None
if asset.docstatus == 1 and delete_asset:
frappe.throw(_('Cannot cancel this document as it is linked with submitted asset {0}.\
Please cancel the it to continue.').format(asset.name))
asset.flags.ignore_validate_update_after_submit = True
asset.flags.ignore_mandatory = True
if asset.docstatus == 0:
asset.flags.ignore_validate = True
asset.flags.ignore_validate_update_after_submit = True
asset.flags.ignore_mandatory = True
if asset.docstatus == 0:
asset.flags.ignore_validate = True
asset.save()
asset.save()
def delete_linked_asset(self):
if self.doctype == 'Purchase Invoice' and not self.get('update_stock'):
return
frappe.db.sql("delete from `tabAsset Movement` where reference_name=%s", self.name)
frappe.db.sql("delete from `tabSerial No` where purchase_document_no=%s", self.name)
def validate_schedule_date(self):
if not self.get("items"):
@ -764,7 +747,7 @@ def get_backflushed_subcontracted_raw_materials_from_se(purchase_orders, purchas
def get_asset_item_details(asset_items):
asset_items_data = {}
for d in frappe.get_all('Item', fields = ["name", "has_serial_no", "serial_no_series"],
for d in frappe.get_all('Item', fields = ["name", "auto_create_assets", "asset_naming_series"],
filters = {'name': ('in', asset_items)}):
asset_items_data.setdefault(d.name, d)

55
erpnext/controllers/queries.py
View File

@ -152,6 +152,24 @@ def tax_account_query(doctype, txt, searchfield, start, page_len, filters):
def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=False):
conditions = []
#Get searchfields from meta and use in Item Link field query
meta = frappe.get_meta("Item", cached=True)
searchfields = meta.get_search_fields()
if "description" in searchfields:
searchfields.remove("description")
columns = ''
extra_searchfields = [field for field in searchfields
if not field in ["name", "item_group", "description"]]
if extra_searchfields:
columns = ", " + ", ".join(extra_searchfields)
searchfields = searchfields + [field for field in[searchfield or "name", "item_code", "item_group", "item_name"]
if not field in searchfields]
searchfields = " or ".join([field + " like %(txt)s" for field in searchfields])
description_cond = ''
if frappe.db.count('Item', cache=True) < 50000:
# scan description only if items are less than 50000
@ -162,17 +180,14 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals
concat(substr(tabItem.item_name, 1, 40), "..."), item_name) as item_name,
tabItem.item_group,
if(length(tabItem.description) > 40, \
concat(substr(tabItem.description, 1, 40), "..."), description) as decription
concat(substr(tabItem.description, 1, 40), "..."), description) as description
{columns}
from tabItem
where tabItem.docstatus < 2
and tabItem.has_variants=0
and tabItem.disabled=0
and (tabItem.end_of_life > %(today)s or ifnull(tabItem.end_of_life, '0000-00-00')='0000-00-00')
and (tabItem.`{key}` LIKE %(txt)s
or tabItem.item_code LIKE %(txt)s
or tabItem.item_group LIKE %(txt)s
or tabItem.item_name LIKE %(txt)s
or tabItem.item_code IN (select parent from `tabItem Barcode` where barcode LIKE %(txt)s)
and ({scond} or tabItem.item_code IN (select parent from `tabItem Barcode` where barcode LIKE %(txt)s)
{description_cond})
{fcond} {mcond}
order by
@ -182,6 +197,8 @@ def item_query(doctype, txt, searchfield, start, page_len, filters, as_dict=Fals
name, item_name
limit %(start)s, %(page_len)s """.format(
key=searchfield,
columns=columns,
scond=searchfields,
fcond=get_filters_cond(doctype, filters, conditions).replace('%', '%%'),
mcond=get_match_cond(doctype).replace('%', '%%'),
description_cond = description_cond),
@ -463,3 +480,29 @@ def item_manufacturer_query(doctype, txt, searchfield, start, page_len, filters)
as_list=1
)
return item_manufacturers
@frappe.whitelist()
def get_purchase_receipts(doctype, txt, searchfield, start, page_len, filters):
query = """
select pr.name
from `tabPurchase Receipt` pr, `tabPurchase Receipt Item` pritem
where pr.docstatus = 1 and pritem.parent = pr.name
and pr.name like {txt}""".format(txt = frappe.db.escape('%{0}%'.format(txt)))
if filters and filters.get('item_code'):
query += " and pritem.item_code = {item_code}".format(item_code = frappe.db.escape(filters.get('item_code')))
return frappe.db.sql(query, filters)
@frappe.whitelist()
def get_purchase_invoices(doctype, txt, searchfield, start, page_len, filters):
query = """
select pi.name
from `tabPurchase Invoice` pi, `tabPurchase Invoice Item` piitem
where pi.docstatus = 1 and piitem.parent = pi.name
and pi.name like {txt}""".format(txt = frappe.db.escape('%{0}%'.format(txt)))
if filters and filters.get('item_code'):
query += " and piitem.item_code = {item_code}".format(item_code = frappe.db.escape(filters.get('item_code')))
return frappe.db.sql(query, filters)

2
erpnext/controllers/sales_and_purchase_return.py
View File

@ -72,7 +72,7 @@ def validate_returned_items(doc):
items_returned = False
for d in doc.get("items"):
if d.item_code and (flt(d.qty) < 0 or d.get('received_qty') < 0):
if d.item_code and (flt(d.qty) < 0 or flt(d.get('received_qty')) < 0):
if d.item_code not in valid_items:
frappe.throw(_("Row # {0}: Returned Item {1} does not exists in {2} {3}")
.format(d.idx, d.item_code, doc.doctype, doc.return_against))

4
erpnext/controllers/status_updater.py
View File

@ -49,7 +49,8 @@ status_map = {
["Submitted", "eval:self.docstatus==1"],
["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"],
["Return", "eval:self.is_return==1 and self.docstatus==1"],
["Debit Note Issued", "eval:self.outstanding_amount < 0 and self.docstatus==1"],
["Debit Note Issued",
"eval:self.outstanding_amount <= 0 and self.docstatus==1 and self.is_return==0 and get_value('Purchase Invoice', {'is_return': 1, 'return_against': self.name, 'docstatus': 1})"],
["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"],
["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"],
["Cancelled", "eval:self.docstatus==2"],
@ -118,7 +119,6 @@ class StatusUpdater(Document):
if self.doctype in status_map:
_status = self.status
if status and update:
self.db_set("status", status)

35
erpnext/controllers/stock_controller.py
View File

@ -207,41 +207,6 @@ class StockController(AccountsController):
reference_doctype=self.doctype,
reference_name=self.name)).insert().name
def make_adjustment_entry(self, expected_gle, voucher_obj):
from erpnext.accounts.utils import get_stock_and_account_difference
account_list = [d.account for d in expected_gle]
acc_diff = get_stock_and_account_difference(account_list,
expected_gle[0].posting_date, self.company)
cost_center = self.get_company_default("cost_center")
stock_adjustment_account = self.get_company_default("stock_adjustment_account")
gl_entries = []
for account, diff in acc_diff.items():
if diff:
gl_entries.append([
# stock in hand account
voucher_obj.get_gl_dict({
"account": account,
"against": stock_adjustment_account,
"debit": diff,
"remarks": "Adjustment Accounting Entry for Stock",
}),
# account against stock in hand
voucher_obj.get_gl_dict({
"account": stock_adjustment_account,
"against": account,
"credit": diff,
"cost_center": cost_center or None,
"remarks": "Adjustment Accounting Entry for Stock",
}),
])
if gl_entries:
from erpnext.accounts.general_ledger import make_gl_entries
make_gl_entries(gl_entries)
def check_expense_account(self, item):
if not item.get("expense_account"):
frappe.throw(_("Expense or Difference account is mandatory for Item {0} as it impacts overall stock value").format(item.item_code))

5
erpnext/crm/doctype/email_campaign/email_campaign.json
View File

@ -52,7 +52,8 @@
"fieldtype": "Select",
"in_list_view": 1,
"label": "Email Campaign For ",
"options": "\nLead\nContact"
"options": "\nLead\nContact",
"reqd": 1
},
{
"fieldname": "recipient",
@ -69,7 +70,7 @@
"options": "User"
}
],
"modified": "2019-07-12 13:47:37.261213",
"modified": "2019-11-11 17:18:47.342839",
"modified_by": "Administrator",
"module": "CRM",
"name": "Email Campaign",

4
erpnext/crm/doctype/email_campaign/email_campaign.py
View File

@ -73,13 +73,13 @@ def send_mail(entry, email_campaign):
email_template = frappe.get_doc("Email Template", entry.get("email_template"))
sender = frappe.db.get_value("User", email_campaign.get("sender"), 'email')
context = {"doc": frappe.get_doc(email_campaign.email_campaign_for, email_campaign.recipient)}
# send mail and link communication to document
comm = make(
doctype = "Email Campaign",
name = email_campaign.name,
subject = email_template.get("subject"),
content = email_template.get("response"),
content = frappe.render_template(email_template.get("response"), context),
sender = sender,
recipients = recipient,
communication_medium = "Email",

10
erpnext/education/doctype/education_settings/education_settings.json
View File

@ -11,6 +11,7 @@
"validate_batch",
"validate_course",
"academic_term_reqd",
"user_creation_skip",
"section_break_7",
"instructor_created_by",
"web_academy_settings_section",
@ -91,6 +92,13 @@
"fieldname": "enable_lms",
"fieldtype": "Check",
"label": "Enable LMS"
},
{
"default": "0",
"description": "By default, a new User is created for every new Student. If enabled, no new User will be created when a new Student is created.",
"fieldname": "user_creation_skip",
"fieldtype": "Check",
"label": "Skip User creation for new Student"
}
],
"issingle": 1,
@ -133,4 +141,4 @@
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}
}

13
erpnext/education/doctype/student/student.js
View File

@ -27,3 +27,16 @@ 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 = [];
if(!doc.__islocal) guardian_list.push(doc.guardian);
$.each(doc.guardians, function(idx, val){
if (val.guardian) guardian_list.push(val.guardian);
});
return { filters: [['Guardian', 'name', 'not in', guardian_list]] };
};
}
});

3
erpnext/education/doctype/student/student.py
View File

@ -40,7 +40,8 @@ class Student(Document):
frappe.throw(_("Student {0} exist against student applicant {1}").format(student[0][0], self.student_applicant))
def after_insert(self):
self.create_student_user()
if not frappe.get_single('Education Settings').user_creation_skip:
self.create_student_user()
def create_student_user(self):
"""Create a website user for student creation if not already exists"""

254
erpnext/erpnext_integrations/connectors/woocommerce_connection.py
View File

@ -1,10 +1,8 @@
from __future__ import unicode_literals
import frappe, base64, hashlib, hmac, json
import datetime
from frappe import _
def verify_request():
woocommerce_settings = frappe.get_doc("Woocommerce Settings")
sig = base64.b64encode(
@ -30,191 +28,149 @@ def order(*args, **kwargs):
frappe.log_error(error_message, "WooCommerce Error")
raise
def _order(*args, **kwargs):
woocommerce_settings = frappe.get_doc("Woocommerce Settings")
if frappe.flags.woocomm_test_order_data:
fd = frappe.flags.woocomm_test_order_data
order = frappe.flags.woocomm_test_order_data
event = "created"
elif frappe.request and frappe.request.data:
verify_request()
fd = json.loads(frappe.request.data)
try:
order = json.loads(frappe.request.data)
except ValueError:
#woocommerce returns 'webhook_id=value' for the first request which is not JSON
order = frappe.request.data
event = frappe.get_request_header("X-Wc-Webhook-Event")
else:
return "success"
if event == "created":
raw_billing_data = fd.get("billing")
customer_woo_com_email = raw_billing_data.get("email")
if frappe.get_value("Customer",{"woocommerce_email": customer_woo_com_email}):
# Edit
link_customer_and_address(raw_billing_data,1)
else:
# Create
link_customer_and_address(raw_billing_data,0)
items_list = fd.get("line_items")
for item in items_list:
item_woo_com_id = item.get("product_id")
if frappe.get_value("Item",{"woocommerce_id": item_woo_com_id}):
#Edit
link_item(item,1)
else:
link_item(item,0)
raw_billing_data = order.get("billing")
customer_name = raw_billing_data.get("first_name") + " " + raw_billing_data.get("last_name")
link_customer_and_address(raw_billing_data, customer_name)
link_items(order.get("line_items"), woocommerce_settings)
create_sales_order(order, woocommerce_settings, customer_name)
new_sales_order = frappe.new_doc("Sales Order")
new_sales_order.customer = customer_name
created_date = fd.get("date_created").split("T")
new_sales_order.transaction_date = created_date[0]
new_sales_order.po_no = fd.get("id")
new_sales_order.woocommerce_id = fd.get("id")
new_sales_order.naming_series = woocommerce_settings.sales_order_series or "SO-WOO-"
placed_order_date = created_date[0]
raw_date = datetime.datetime.strptime(placed_order_date, "%Y-%m-%d")
raw_delivery_date = frappe.utils.add_to_date(raw_date,days = 7)
order_delivery_date_str = raw_delivery_date.strftime('%Y-%m-%d')
order_delivery_date = str(order_delivery_date_str)
new_sales_order.delivery_date = order_delivery_date
default_set_company = frappe.get_doc("Global Defaults")
company = raw_billing_data.get("company") or default_set_company.default_company
found_company = frappe.get_doc("Company",{"name":company})
company_abbr = found_company.abbr
new_sales_order.company = company
for item in items_list:
woocomm_item_id = item.get("product_id")
found_item = frappe.get_doc("Item",{"woocommerce_id": woocomm_item_id})
ordered_items_tax = item.get("total_tax")
new_sales_order.append("items",{
"item_code": found_item.item_code,
"item_name": found_item.item_name,
"description": found_item.item_name,
"delivery_date":order_delivery_date,
"uom": woocommerce_settings.uom or _("Nos"),
"qty": item.get("quantity"),
"rate": item.get("price"),
"warehouse": woocommerce_settings.warehouse or "Stores" + " - " + company_abbr
})
add_tax_details(new_sales_order,ordered_items_tax,"Ordered Item tax",0)
# shipping_details = fd.get("shipping_lines") # used for detailed order
shipping_total = fd.get("shipping_total")
shipping_tax = fd.get("shipping_tax")
add_tax_details(new_sales_order,shipping_tax,"Shipping Tax",1)
add_tax_details(new_sales_order,shipping_total,"Shipping Total",1)
new_sales_order.submit()
frappe.db.commit()
def link_customer_and_address(raw_billing_data,customer_status):
if customer_status == 0:
# create
def link_customer_and_address(raw_billing_data, customer_name):
customer_woo_com_email = raw_billing_data.get("email")
customer_exists = frappe.get_value("Customer", {"woocommerce_email": customer_woo_com_email})
if not customer_exists:
# Create Customer
customer = frappe.new_doc("Customer")
address = frappe.new_doc("Address")
if customer_status == 1:
# Edit
customer_woo_com_email = raw_billing_data.get("email")
customer = frappe.get_doc("Customer",{"woocommerce_email": customer_woo_com_email})
else:
# Edit Customer
customer = frappe.get_doc("Customer", {"woocommerce_email": customer_woo_com_email})
old_name = customer.customer_name
full_name = str(raw_billing_data.get("first_name"))+ " "+str(raw_billing_data.get("last_name"))
customer.customer_name = full_name
customer.woocommerce_email = str(raw_billing_data.get("email"))
customer.save()
frappe.db.commit()
customer.customer_name = customer_name
customer.woocommerce_email = customer_woo_com_email
customer.flags.ignore_mandatory = True
customer.save()
if customer_status == 1:
frappe.rename_doc("Customer", old_name, full_name)
address = frappe.get_doc("Address",{"woocommerce_email":customer_woo_com_email})
customer = frappe.get_doc("Customer",{"woocommerce_email": customer_woo_com_email})
if customer_exists:
frappe.rename_doc("Customer", old_name, customer_name)
address = frappe.get_doc("Address", {"woocommerce_email": customer_woo_com_email})
else:
address = frappe.new_doc("Address")
address.address_line1 = raw_billing_data.get("address_1", "Not Provided")
address.address_line2 = raw_billing_data.get("address_2", "Not Provided")
address.city = raw_billing_data.get("city", "Not Provided")
address.woocommerce_email = str(raw_billing_data.get("email"))
address.address_type = "Shipping"
address.country = frappe.get_value("Country", filters={"code":raw_billing_data.get("country", "IN").lower()})
address.state = raw_billing_data.get("state")
address.pincode = str(raw_billing_data.get("postcode"))
address.phone = str(raw_billing_data.get("phone"))
address.email_id = str(raw_billing_data.get("email"))
address.woocommerce_email = customer_woo_com_email
address.address_type = "Billing"
address.country = frappe.get_value("Country", {"code": raw_billing_data.get("country", "IN").lower()})
address.state = raw_billing_data.get("state")
address.pincode = raw_billing_data.get("postcode")
address.phone = raw_billing_data.get("phone")
address.email_id = customer_woo_com_email
address.append("links", {
"link_doctype": "Customer",
"link_name": customer.customer_name
})
address.flags.ignore_mandatory = True
address = address.save()
address.save()
frappe.db.commit()
if customer_status == 1:
address = frappe.get_doc("Address",{"woocommerce_email":customer_woo_com_email})
if customer_exists:
old_address_title = address.name
new_address_title = customer.customer_name+"-billing"
new_address_title = customer.customer_name + "-billing"
address.address_title = customer.customer_name
address.save()
frappe.rename_doc("Address",old_address_title,new_address_title)
frappe.rename_doc("Address", old_address_title, new_address_title)
frappe.db.commit()
def link_item(item_data,item_status):
woocommerce_settings = frappe.get_doc("Woocommerce Settings")
if item_status == 0:
#Create Item
item = frappe.new_doc("Item")
if item_status == 1:
#Edit Item
def link_items(items_list, woocommerce_settings):
for item_data in items_list:
item_woo_com_id = item_data.get("product_id")
item = frappe.get_doc("Item",{"woocommerce_id": item_woo_com_id})
item.item_name = str(item_data.get("name"))
item.item_code = "woocommerce - " + str(item_data.get("product_id"))
item.woocommerce_id = str(item_data.get("product_id"))
item.item_group = _("WooCommerce Products")
item.stock_uom = woocommerce_settings.uom or _("Nos")
item.save()
if frappe.get_value("Item", {"woocommerce_id": item_woo_com_id}):
#Edit Item
item = frappe.get_doc("Item", {"woocommerce_id": item_woo_com_id})
else:
#Create Item
item = frappe.new_doc("Item")
item.item_name = item_data.get("name")
item.item_code = _("woocommerce - {0}").format(item_data.get("product_id"))
item.woocommerce_id = item_data.get("product_id")
item.item_group = _("WooCommerce Products")
item.stock_uom = woocommerce_settings.uom or _("Nos")
item.flags.ignore_mandatory = True
item.save()
def create_sales_order(order, woocommerce_settings, customer_name):
new_sales_order = frappe.new_doc("Sales Order")
new_sales_order.customer = customer_name
new_sales_order.po_no = new_sales_order.woocommerce_id = order.get("id")
new_sales_order.naming_series = woocommerce_settings.sales_order_series or "SO-WOO-"
created_date = order.get("date_created").split("T")
new_sales_order.transaction_date = created_date[0]
delivery_after = woocommerce_settings.delivery_after_days or 7
new_sales_order.delivery_date = frappe.utils.add_days(created_date[0], delivery_after)
new_sales_order.company = woocommerce_settings.company
set_items_in_sales_order(new_sales_order, woocommerce_settings, order)
new_sales_order.flags.ignore_mandatory = True
new_sales_order.insert()
new_sales_order.submit()
frappe.db.commit()
def add_tax_details(sales_order,price,desc,status):
def set_items_in_sales_order(new_sales_order, woocommerce_settings, order):
company_abbr = frappe.db.get_value('Company', woocommerce_settings.company, 'abbr')
woocommerce_settings = frappe.get_doc("Woocommerce Settings")
for item in order.get("line_items"):
woocomm_item_id = item.get("product_id")
found_item = frappe.get_doc("Item", {"woocommerce_id": woocomm_item_id})
if status == 0:
# Product taxes
account_head_type = woocommerce_settings.tax_account
ordered_items_tax = item.get("total_tax")
if status == 1:
# Shipping taxes
account_head_type = woocommerce_settings.f_n_f_account
new_sales_order.append("items",{
"item_code": found_item.item_code,
"item_name": found_item.item_name,
"description": found_item.item_name,
"delivery_date": new_sales_order.delivery_date,
"uom": woocommerce_settings.uom or _("Nos"),
"qty": item.get("quantity"),
"rate": item.get("price"),
"warehouse": woocommerce_settings.warehouse or _("Stores - {0}").format(company_abbr)
})
sales_order.append("taxes",{
"charge_type":"Actual",
"account_head": account_head_type,
"tax_amount": price,
"description": desc
})
add_tax_details(new_sales_order, ordered_items_tax, "Ordered Item tax", woocommerce_settings.tax_account)
# shipping_details = order.get("shipping_lines") # used for detailed order
add_tax_details(new_sales_order, order.get("shipping_tax"), "Shipping Tax", woocommerce_settings.f_n_f_account)
add_tax_details(new_sales_order, order.get("shipping_total"), "Shipping Total", woocommerce_settings.f_n_f_account)
def add_tax_details(sales_order, price, desc, tax_account_head):
sales_order.append("taxes", {
"charge_type":"Actual",
"account_head": tax_account_head,
"tax_amount": price,
"description": desc
})

2
erpnext/erpnext_integrations/doctype/shopify_log/shopify_log.py
View File

@ -39,7 +39,7 @@ def get_message(exception):
if hasattr(exception, 'message'):
message = exception.message
elif hasattr(exception, '__str__'):
message = e.__str__()
message = exception.__str__()
else:
message = "Something went wrong while syncing"
return message

4
erpnext/erpnext_integrations/doctype/shopify_settings/shopify_settings.py
View File

@ -43,14 +43,14 @@ class ShopifySettings(Document):
d.raise_for_status()
self.update_webhook_table(method, d.json())
except Exception as e:
make_shopify_log(status="Warning", message=e, exception=False)
make_shopify_log(status="Warning", exception=e, rollback=True)
def unregister_webhooks(self):
session = get_request_session()
deleted_webhooks = []
for d in self.webhooks:
url = get_shopify_url('admin/api/2019-04/webhooks.json'.format(d.webhook_id), self)
url = get_shopify_url('admin/api/2019-04/webhooks/{0}.json'.format(d.webhook_id), self)
try:
res = session.delete(url, headers=get_header(self))
res.raise_for_status()

639
erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.json
View File

@ -1,694 +1,175 @@
{
"allow_copy": 0,
"allow_events_in_timeline": 0,
"allow_guest_to_view": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2018-02-12 15:10:05.495713",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"enable_sync",
"sb_00",
"woocommerce_server_url",
"secret",
"cb_00",
"api_consumer_key",
"api_consumer_secret",
"sb_accounting_details",
"tax_account",
"column_break_10",
"f_n_f_account",
"defaults_section",
"creation_user",
"warehouse",
"sales_order_series",
"column_break_14",
"company",
"delivery_after_days",
"uom",
"endpoints",
"endpoint"
],
"fields": [
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"default": "0",
"fieldname": "enable_sync",
"fieldtype": "Check",
"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": "Enable Sync",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
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"label": "Enable Sync"
},
{
"allow_bulk_edit": 0,
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"allow_on_submit": 0,
"bold": 0,
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"columns": 0,
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"fieldname": "sb_00",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
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"label": "",
"length": 0,
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"print_hide": 0,
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"reqd": 0,
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"fieldtype": "Section 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": "woocommerce_server_url",
"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": "Woocommerce Server URL",
"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,
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"set_only_once": 0,
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"unique": 0
"label": "Woocommerce Server URL"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "secret",
"fieldtype": "Code",
"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": "Secret",
"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
"read_only": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "cb_00",
"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,
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"print_hide": 0,
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"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": "api_consumer_key",
"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": "API consumer key",
"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,
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"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"label": "API consumer key"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "api_consumer_secret",
"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": "API consumer secret",
"length": 0,
"no_copy": 0,
"permlevel": 0,
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"label": "API consumer secret"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "sb_accounting_details",
"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,
"label": "Accounting Details",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"label": "Accounting Details"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "tax_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Tax Account",
"length": 0,
"no_copy": 0,
"options": "Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"reqd": 1
},
{
"allow_bulk_edit": 0,
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"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "column_break_10",
"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": "",
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"reqd": 0,
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"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": "f_n_f_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Freight and Forwarding Account",
"length": 0,
"no_copy": 0,
"options": "Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "defaults_section",
"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,
"label": "Defaults",
"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,
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"reqd": 0,
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"set_only_once": 0,
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"label": "Defaults"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "The user that will be used to create Customers, Items and Sales Orders. This user should have the relevant permissions.",
"fetch_if_empty": 0,
"fieldname": "creation_user",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Creation User",
"length": 0,
"no_copy": 0,
"options": "User",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"reqd": 1
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "This warehouse will be used to create Sale Orders. The fallback warehouse is \"Stores\".",
"fetch_if_empty": 0,
"description": "This warehouse will be used to create Sales Orders. The fallback warehouse is \"Stores\".",
"fieldname": "warehouse",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Warehouse",
"length": 0,
"no_copy": 0,
"options": "Warehouse",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"options": "Warehouse"
},
{
"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_14",
"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,
"description": "The fallback series is \"SO-WOO-\".",
"fetch_if_empty": 0,
"fieldname": "sales_order_series",
"fieldtype": "Select",
"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": "Sales Order Series",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"label": "Sales Order Series"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"description": "This is the default UOM used for items and Sales orders. The fallback UOM is \"Nos\".",
"fetch_if_empty": 0,
"fieldname": "uom",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "UOM",
"length": 0,
"no_copy": 0,
"options": "UOM",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"options": "UOM"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "endpoints",
"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,
"label": "Endpoints",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
"label": "Endpoints"
},
{
"allow_bulk_edit": 0,
"allow_in_quick_entry": 0,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fetch_if_empty": 0,
"fieldname": "endpoint",
"fieldtype": "Code",
"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": "Endpoint",
"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
"read_only": 1
},
{
"description": "This company will be used to create Sales Orders.",
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"options": "Company",
"reqd": 1
},
{
"description": "This is the default offset (days) for the Delivery Date in Sales Orders. The fallback offset is 7 days from the order placement date.",
"fieldname": "delivery_after_days",
"fieldtype": "Int",
"label": "Delivery After (Days)"
}
],
"has_web_view": 0,
"hide_toolbar": 0,
"idx": 0,
"in_create": 0,
"is_submittable": 0,
"issingle": 1,
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
"modified": "2019-04-08 17:04:16.720696",
"modified": "2019-11-04 00:45:21.232096",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "Woocommerce Settings",
"name_case": "",
"owner": "Administrator",
"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": 0,
"role": "System Manager",
"set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
}
],
"quick_entry": 1,
"read_only": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0,
"track_views": 0
"track_changes": 1
}

75
erpnext/erpnext_integrations/doctype/woocommerce_settings/woocommerce_settings.py
View File

@ -8,6 +8,7 @@ from frappe import _
from frappe.utils.nestedset import get_root_of
from frappe.model.document import Document
from six.moves.urllib.parse import urlparse
from frappe.custom.doctype.custom_field.custom_field import create_custom_field
class WoocommerceSettings(Document):
def validate(self):
@ -17,75 +18,21 @@ class WoocommerceSettings(Document):
def create_delete_custom_fields(self):
if self.enable_sync:
custom_fields = {}
# create
create_custom_field_id_and_check_status = False
create_custom_field_email_check = False
names = ["Customer-woocommerce_id","Sales Order-woocommerce_id","Item-woocommerce_id","Address-woocommerce_id"]
names_check_box = ["Customer-woocommerce_check","Sales Order-woocommerce_check","Item-woocommerce_check","Address-woocommerce_check"]
email_names = ["Customer-woocommerce_email","Address-woocommerce_email"]
for doctype in ["Customer", "Sales Order", "Item", "Address"]:
df = dict(fieldname='woocommerce_id', label='Woocommerce ID', fieldtype='Data', read_only=1, print_hide=1)
create_custom_field(doctype, df)
for i in zip(names,names_check_box):
if not frappe.get_value("Custom Field",{"name":i[0]}) or not frappe.get_value("Custom Field",{"name":i[1]}):
create_custom_field_id_and_check_status = True
break
if create_custom_field_id_and_check_status:
names = ["Customer","Sales Order","Item","Address"]
for name in names:
custom = frappe.new_doc("Custom Field")
custom.dt = name
custom.label = "woocommerce_id"
custom.read_only = 1
custom.save()
custom = frappe.new_doc("Custom Field")
custom.dt = name
custom.label = "woocommerce_check"
custom.fieldtype = "Check"
custom.read_only = 1
custom.save()
for i in email_names:
if not frappe.get_value("Custom Field",{"name":i}):
create_custom_field_email_check = True
break;
if create_custom_field_email_check:
names = ["Customer","Address"]
for name in names:
custom = frappe.new_doc("Custom Field")
custom.dt = name
custom.label = "woocommerce_email"
custom.read_only = 1
custom.save()
if not frappe.get_value("Item Group",{"name": _("WooCommerce Products")}):
for doctype in ["Customer", "Address"]:
df = dict(fieldname='woocommerce_email', label='Woocommerce Email', fieldtype='Data', read_only=1, print_hide=1)
create_custom_field(doctype, df)
if not frappe.get_value("Item Group", {"name": _("WooCommerce Products")}):
item_group = frappe.new_doc("Item Group")
item_group.item_group_name = _("WooCommerce Products")
item_group.parent_item_group = get_root_of("Item Group")
item_group.save()
elif not self.enable_sync:
# delete
names = ["Customer-woocommerce_id","Sales Order-woocommerce_id","Item-woocommerce_id","Address-woocommerce_id"]
names_check_box = ["Customer-woocommerce_check","Sales Order-woocommerce_check","Item-woocommerce_check","Address-woocommerce_check"]
email_names = ["Customer-woocommerce_email","Address-woocommerce_email"]
for name in names:
frappe.delete_doc("Custom Field",name)
for name in names_check_box:
frappe.delete_doc("Custom Field",name)
for name in email_names:
frappe.delete_doc("Custom Field",name)
frappe.delete_doc("Item Group", _("WooCommerce Products"))
frappe.db.commit()
item_group.insert()
def validate_settings(self):
if self.enable_sync:

7
erpnext/hooks.py
View File

@ -235,17 +235,16 @@ doc_events = {
("Sales Taxes and Charges Template", 'Price List'): {
"on_update": "erpnext.shopping_cart.doctype.shopping_cart_settings.shopping_cart_settings.validate_cart_settings"
},
"Website Settings": {
"validate": "erpnext.portal.doctype.products_settings.products_settings.home_page_is_products"
},
"Sales Invoice": {
"on_submit": ["erpnext.regional.france.utils.create_transaction_log", "erpnext.regional.italy.utils.sales_invoice_on_submit"],
"on_submit": ["erpnext.regional.create_transaction_log", "erpnext.regional.italy.utils.sales_invoice_on_submit"],
"on_cancel": "erpnext.regional.italy.utils.sales_invoice_on_cancel",
"on_trash": "erpnext.regional.check_deletion_permission"
},
"Payment Entry": {
"on_submit": ["erpnext.regional.france.utils.create_transaction_log", "erpnext.accounts.doctype.payment_request.payment_request.make_status_as_paid"],
"on_submit": ["erpnext.regional.create_transaction_log", "erpnext.accounts.doctype.payment_request.payment_request.make_status_as_paid"],
"on_trash": "erpnext.regional.check_deletion_permission"
},
'Address': {
@ -283,7 +282,6 @@ scheduler_events = {
],
"daily": [
"erpnext.stock.reorder_item.reorder_item",
"erpnext.setup.doctype.email_digest.email_digest.send",
"erpnext.support.doctype.issue.issue.auto_close_tickets",
"erpnext.crm.doctype.opportunity.opportunity.auto_close_opportunity",
"erpnext.controllers.accounts_controller.update_invoice_status",
@ -306,6 +304,7 @@ scheduler_events = {
"erpnext.crm.doctype.email_campaign.email_campaign.set_email_campaign_status"
],
"daily_long": [
"erpnext.setup.doctype.email_digest.email_digest.send",
"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms",
"erpnext.hr.doctype.leave_ledger_entry.leave_ledger_entry.process_expired_allocation",
"erpnext.hr.utils.generate_leave_encashment"

11
erpnext/hr/doctype/department_approver/department_approver.py
View File

@ -19,14 +19,19 @@ def get_approvers(doctype, txt, searchfield, start, page_len, filters):
approvers = []
department_details = {}
department_list = []
employee_department = filters.get("department") or frappe.get_value("Employee", filters.get("employee"), "department")
employee = frappe.get_value("Employee", filters.get("employee"), ["department", "leave_approver"], as_dict=True)
employee_department = filters.get("department") or employee.department
if employee_department:
department_details = frappe.db.get_value("Department", {"name": employee_department}, ["lft", "rgt"], as_dict=True)
if department_details:
department_list = frappe.db.sql("""select name from `tabDepartment` where lft <= %s
and rgt >= %s
and disabled=0
order by lft desc""", (department_details.lft, department_details.rgt), as_list = True)
order by lft desc""", (department_details.lft, department_details.rgt), as_list=True)
if filters.get("doctype") == "Leave Application" and employee.leave_approver:
approvers.append(frappe.db.get_value("User", employee.leave_approver, ['name', 'first_name', 'last_name']))
if filters.get("doctype") == "Leave Application":
parentfield = "leave_approvers"
@ -41,4 +46,4 @@ def get_approvers(doctype, txt, searchfield, start, page_len, filters):
and approver.parentfield = %s
and approver.approver=user.name""",(d, "%" + txt + "%", parentfield), as_list=True)
return approvers
return set(tuple(approver) for approver in approvers)

5
erpnext/hr/doctype/employee/employee.py
View File

@ -167,10 +167,11 @@ class Employee(NestedSet):
def validate_status(self):
if self.status == 'Left':
reports_to = frappe.db.get_all('Employee',
filters={'reports_to': self.name}
filters={'reports_to': self.name, 'status': "Active"},
fields=['name','employee_name']
)
if reports_to:
link_to_employees = [frappe.utils.get_link_to_form('Employee', employee.name) for employee in reports_to]
link_to_employees = [frappe.utils.get_link_to_form('Employee', employee.name, label=employee.employee_name) for employee in reports_to]
throw(_("Employee status cannot be set to 'Left' as following employees are currently reporting to this employee:&nbsp;")
+ ', '.join(link_to_employees), EmployeeLeftValidationError)
if not self.relieving_date:

2
erpnext/hr/doctype/employee/employee_dashboard.py
View File

@ -21,7 +21,7 @@ def get_data():
},
{
'label': _('Expense'),
'items': ['Expense Claim', 'Travel Request']
'items': ['Expense Claim', 'Travel Request', 'Employee Advance']
},
{
'label': _('Benefit'),

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

@ -45,7 +45,7 @@ class TestEmployee(unittest.TestCase):
employee1_doc.status = 'Left'
self.assertRaises(EmployeeLeftValidationError, employee1_doc.save)
def make_employee(user):
def make_employee(user, company=None):
if not frappe.db.get_value("User", user):
frappe.get_doc({
"doctype": "User",
@ -55,12 +55,12 @@ def make_employee(user):
"roles": [{"doctype": "Has Role", "role": "Employee"}]
}).insert()
if not frappe.db.get_value("Employee", {"user_id": user}):
if not frappe.db.get_value("Employee", { "user_id": user, "company": company or erpnext.get_default_company() }):
employee = frappe.get_doc({
"doctype": "Employee",
"naming_series": "EMP-",
"first_name": user,
"company": erpnext.get_default_company(),
"company": company or erpnext.get_default_company(),
"user_id": user,
"date_of_birth": "1990-05-08",
"date_of_joining": "2013-01-01",

869
erpnext/hr/doctype/expense_claim/expense_claim.json
View File

@ -1,435 +1,436 @@
{
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-01-10 16:34:14",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"naming_series",
"employee",
"employee_name",
"department",
"column_break_5",
"expense_approver",
"approval_status",
"is_paid",
"expense_details",
"expenses",
"sb1",
"taxes",
"transactions_section",
"total_sanctioned_amount",
"total_taxes_and_charges",
"total_advance_amount",
"column_break_17",
"grand_total",
"total_claimed_amount",
"total_amount_reimbursed",
"section_break_16",
"posting_date",
"vehicle_log",
"task",
"cb1",
"remark",
"title",
"email_id",
"accounting_details",
"company",
"mode_of_payment",
"clearance_date",
"column_break_24",
"payable_account",
"accounting_dimensions_section",
"project",
"dimension_col_break",
"cost_center",
"more_details",
"status",
"amended_from",
"advance_payments",
"advances"
],
"fields": [
{
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Series",
"no_copy": 1,
"options": "HR-EXP-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
},
{
"fieldname": "employee",
"fieldtype": "Link",
"in_global_search": 1,
"label": "From Employee",
"oldfieldname": "employee",
"oldfieldtype": "Link",
"options": "Employee",
"reqd": 1,
"search_index": 1
},
{
"fetch_from": "employee.employee_name",
"fieldname": "employee_name",
"fieldtype": "Data",
"in_global_search": 1,
"label": "Employee Name",
"oldfieldname": "employee_name",
"oldfieldtype": "Data",
"read_only": 1,
"width": "150px"
},
{
"fetch_from": "employee.department",
"fieldname": "department",
"fieldtype": "Link",
"label": "Department",
"options": "Department",
"read_only": 1
},
{
"fieldname": "column_break_5",
"fieldtype": "Column Break"
},
{
"fieldname": "expense_approver",
"fieldtype": "Link",
"label": "Expense Approver",
"options": "User"
},
{
"default": "Draft",
"fieldname": "approval_status",
"fieldtype": "Select",
"label": "Approval Status",
"no_copy": 1,
"options": "Draft\nApproved\nRejected",
"search_index": 1
},
{
"fieldname": "total_claimed_amount",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Total Claimed Amount",
"no_copy": 1,
"oldfieldname": "total_claimed_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 1,
"width": "160px"
},
{
"fieldname": "total_sanctioned_amount",
"fieldtype": "Currency",
"label": "Total Sanctioned Amount",
"no_copy": 1,
"oldfieldname": "total_sanctioned_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 1,
"width": "160px"
},
{
"default": "0",
"depends_on": "eval:(doc.docstatus==0 || doc.is_paid)",
"fieldname": "is_paid",
"fieldtype": "Check",
"label": "Is Paid"
},
{
"fieldname": "expense_details",
"fieldtype": "Section Break",
"oldfieldtype": "Section Break"
},
{
"fieldname": "expenses",
"fieldtype": "Table",
"label": "Expenses",
"oldfieldname": "expense_voucher_details",
"oldfieldtype": "Table",
"options": "Expense Claim Detail",
"reqd": 1
},
{
"fieldname": "sb1",
"fieldtype": "Section Break",
"options": "Simple"
},
{
"default": "Today",
"fieldname": "posting_date",
"fieldtype": "Date",
"label": "Posting Date",
"oldfieldname": "posting_date",
"oldfieldtype": "Date",
"reqd": 1
},
{
"fieldname": "vehicle_log",
"fieldtype": "Link",
"label": "Vehicle Log",
"options": "Vehicle Log",
"read_only": 1
},
{
"fieldname": "project",
"fieldtype": "Link",
"label": "Project",
"options": "Project"
},
{
"fieldname": "task",
"fieldtype": "Link",
"label": "Task",
"options": "Task",
"remember_last_selected_value": 1
},
{
"fieldname": "cb1",
"fieldtype": "Column Break"
},
{
"fieldname": "total_amount_reimbursed",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Total Amount Reimbursed",
"no_copy": 1,
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "remark",
"fieldtype": "Small Text",
"label": "Remark",
"no_copy": 1,
"oldfieldname": "remark",
"oldfieldtype": "Small Text"
},
{
"allow_on_submit": 1,
"default": "{employee_name}",
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"no_copy": 1
},
{
"fieldname": "email_id",
"fieldtype": "Data",
"hidden": 1,
"label": "Employees Email Id",
"oldfieldname": "email_id",
"oldfieldtype": "Data",
"print_hide": 1
},
{
"fieldname": "accounting_details",
"fieldtype": "Section Break",
"label": "Accounting Details"
},
{
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"oldfieldname": "company",
"oldfieldtype": "Link",
"options": "Company",
"remember_last_selected_value": 1,
"reqd": 1
},
{
"depends_on": "is_paid",
"fieldname": "mode_of_payment",
"fieldtype": "Link",
"label": "Mode of Payment",
"options": "Mode of Payment"
},
{
"fieldname": "clearance_date",
"fieldtype": "Date",
"label": "Clearance Date"
},
{
"fieldname": "column_break_24",
"fieldtype": "Column Break"
},
{
"fieldname": "payable_account",
"fieldtype": "Link",
"label": "Payable Account",
"options": "Account"
},
{
"fieldname": "cost_center",
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
},
{
"collapsible": 1,
"fieldname": "more_details",
"fieldtype": "Section Break",
"label": "More Details"
},
{
"default": "Draft",
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"no_copy": 1,
"options": "Draft\nPaid\nUnpaid\nRejected\nSubmitted\nCancelled",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Amended From",
"no_copy": 1,
"oldfieldname": "amended_from",
"oldfieldtype": "Data",
"options": "Expense Claim",
"print_hide": 1,
"read_only": 1,
"report_hide": 1,
"width": "160px"
},
{
"fieldname": "advance_payments",
"fieldtype": "Section Break",
"label": "Advance Payments"
},
{
"fieldname": "advances",
"fieldtype": "Table",
"label": "Advances",
"options": "Expense Claim Advance"
},
{
"fieldname": "total_advance_amount",
"fieldtype": "Currency",
"label": "Total Advance Amount",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"fieldname": "taxes",
"fieldtype": "Table",
"label": "Expense Taxes and Charges",
"options": "Expense Taxes and Charges"
},
{
"fieldname": "section_break_16",
"fieldtype": "Section Break"
},
{
"fieldname": "transactions_section",
"fieldtype": "Section Break"
},
{
"fieldname": "grand_total",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Grand Total",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "column_break_17",
"fieldtype": "Column Break"
},
{
"fieldname": "total_taxes_and_charges",
"fieldtype": "Currency",
"label": "Total Taxes and Charges",
"options": "Company:company:default_currency",
"read_only": 1
}
],
"icon": "fa fa-money",
"idx": 1,
"is_submittable": 1,
"modified": "2019-06-26 18:05:52.530462",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim",
"name_case": "Title Case",
"owner": "harshada@webnotestech.com",
"permissions": [
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR Manager",
"share": 1,
"submit": 1,
"write": 1
},
{
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Employee",
"share": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Expense Approver",
"share": 1,
"submit": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR User",
"share": 1,
"submit": 1,
"write": 1
}
],
"search_fields": "employee,employee_name",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"timeline_field": "employee",
"title_field": "title"
}
"allow_import": 1,
"autoname": "naming_series:",
"creation": "2013-01-10 16:34:14",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"naming_series",
"employee",
"employee_name",
"department",
"column_break_5",
"expense_approver",
"approval_status",
"is_paid",
"expense_details",
"expenses",
"sb1",
"taxes",
"transactions_section",
"total_sanctioned_amount",
"total_taxes_and_charges",
"total_advance_amount",
"column_break_17",
"grand_total",
"total_claimed_amount",
"total_amount_reimbursed",
"section_break_16",
"posting_date",
"vehicle_log",
"task",
"cb1",
"remark",
"title",
"email_id",
"accounting_details",
"company",
"mode_of_payment",
"clearance_date",
"column_break_24",
"payable_account",
"accounting_dimensions_section",
"project",
"dimension_col_break",
"cost_center",
"more_details",
"status",
"amended_from",
"advance_payments",
"advances"
],
"fields": [
{
"fieldname": "naming_series",
"fieldtype": "Select",
"label": "Series",
"no_copy": 1,
"options": "HR-EXP-.YYYY.-",
"print_hide": 1,
"reqd": 1,
"set_only_once": 1
},
{
"fieldname": "employee",
"fieldtype": "Link",
"in_global_search": 1,
"label": "From Employee",
"oldfieldname": "employee",
"oldfieldtype": "Link",
"options": "Employee",
"reqd": 1,
"search_index": 1
},
{
"fetch_from": "employee.employee_name",
"fieldname": "employee_name",
"fieldtype": "Data",
"in_global_search": 1,
"label": "Employee Name",
"oldfieldname": "employee_name",
"oldfieldtype": "Data",
"read_only": 1,
"width": "150px"
},
{
"fetch_from": "employee.department",
"fieldname": "department",
"fieldtype": "Link",
"label": "Department",
"options": "Department",
"read_only": 1
},
{
"fieldname": "column_break_5",
"fieldtype": "Column Break"
},
{
"fieldname": "expense_approver",
"fieldtype": "Link",
"label": "Expense Approver",
"options": "User"
},
{
"default": "Draft",
"fieldname": "approval_status",
"fieldtype": "Select",
"label": "Approval Status",
"no_copy": 1,
"options": "Draft\nApproved\nRejected",
"search_index": 1
},
{
"fieldname": "total_claimed_amount",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Total Claimed Amount",
"no_copy": 1,
"oldfieldname": "total_claimed_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 1,
"width": "160px"
},
{
"fieldname": "total_sanctioned_amount",
"fieldtype": "Currency",
"label": "Total Sanctioned Amount",
"no_copy": 1,
"oldfieldname": "total_sanctioned_amount",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
"read_only": 1,
"width": "160px"
},
{
"default": "0",
"depends_on": "eval:(doc.docstatus==0 || doc.is_paid)",
"fieldname": "is_paid",
"fieldtype": "Check",
"label": "Is Paid"
},
{
"fieldname": "expense_details",
"fieldtype": "Section Break",
"oldfieldtype": "Section Break"
},
{
"fieldname": "expenses",
"fieldtype": "Table",
"label": "Expenses",
"oldfieldname": "expense_voucher_details",
"oldfieldtype": "Table",
"options": "Expense Claim Detail",
"reqd": 1
},
{
"fieldname": "sb1",
"fieldtype": "Section Break",
"options": "Simple"
},
{
"default": "Today",
"fieldname": "posting_date",
"fieldtype": "Date",
"label": "Posting Date",
"oldfieldname": "posting_date",
"oldfieldtype": "Date",
"reqd": 1
},
{
"fieldname": "vehicle_log",
"fieldtype": "Link",
"label": "Vehicle Log",
"options": "Vehicle Log",
"read_only": 1
},
{
"fieldname": "project",
"fieldtype": "Link",
"label": "Project",
"options": "Project"
},
{
"fieldname": "task",
"fieldtype": "Link",
"label": "Task",
"options": "Task",
"remember_last_selected_value": 1
},
{
"fieldname": "cb1",
"fieldtype": "Column Break"
},
{
"fieldname": "total_amount_reimbursed",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Total Amount Reimbursed",
"no_copy": 1,
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "remark",
"fieldtype": "Small Text",
"label": "Remark",
"no_copy": 1,
"oldfieldname": "remark",
"oldfieldtype": "Small Text"
},
{
"allow_on_submit": 1,
"default": "{employee_name}",
"fieldname": "title",
"fieldtype": "Data",
"hidden": 1,
"label": "Title",
"no_copy": 1
},
{
"fieldname": "email_id",
"fieldtype": "Data",
"hidden": 1,
"label": "Employees Email Id",
"oldfieldname": "email_id",
"oldfieldtype": "Data",
"print_hide": 1
},
{
"fieldname": "accounting_details",
"fieldtype": "Section Break",
"label": "Accounting Details"
},
{
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"oldfieldname": "company",
"oldfieldtype": "Link",
"options": "Company",
"remember_last_selected_value": 1,
"reqd": 1
},
{
"depends_on": "is_paid",
"fieldname": "mode_of_payment",
"fieldtype": "Link",
"label": "Mode of Payment",
"options": "Mode of Payment"
},
{
"fieldname": "clearance_date",
"fieldtype": "Date",
"label": "Clearance Date"
},
{
"fieldname": "column_break_24",
"fieldtype": "Column Break"
},
{
"fieldname": "payable_account",
"fieldtype": "Link",
"label": "Payable Account",
"options": "Account",
"reqd": 1
},
{
"fieldname": "cost_center",
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
},
{
"collapsible": 1,
"fieldname": "more_details",
"fieldtype": "Section Break",
"label": "More Details"
},
{
"default": "Draft",
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"no_copy": 1,
"options": "Draft\nPaid\nUnpaid\nRejected\nSubmitted\nCancelled",
"print_hide": 1,
"read_only": 1
},
{
"fieldname": "amended_from",
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Amended From",
"no_copy": 1,
"oldfieldname": "amended_from",
"oldfieldtype": "Data",
"options": "Expense Claim",
"print_hide": 1,
"read_only": 1,
"report_hide": 1,
"width": "160px"
},
{
"fieldname": "advance_payments",
"fieldtype": "Section Break",
"label": "Advance Payments"
},
{
"fieldname": "advances",
"fieldtype": "Table",
"label": "Advances",
"options": "Expense Claim Advance"
},
{
"fieldname": "total_advance_amount",
"fieldtype": "Currency",
"label": "Total Advance Amount",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "accounting_dimensions_section",
"fieldtype": "Section Break",
"label": "Accounting Dimensions"
},
{
"fieldname": "dimension_col_break",
"fieldtype": "Column Break"
},
{
"fieldname": "taxes",
"fieldtype": "Table",
"label": "Expense Taxes and Charges",
"options": "Expense Taxes and Charges"
},
{
"fieldname": "section_break_16",
"fieldtype": "Section Break"
},
{
"fieldname": "transactions_section",
"fieldtype": "Section Break"
},
{
"fieldname": "grand_total",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Grand Total",
"options": "Company:company:default_currency",
"read_only": 1
},
{
"fieldname": "column_break_17",
"fieldtype": "Column Break"
},
{
"fieldname": "total_taxes_and_charges",
"fieldtype": "Currency",
"label": "Total Taxes and Charges",
"options": "Company:company:default_currency",
"read_only": 1
}
],
"icon": "fa fa-money",
"idx": 1,
"is_submittable": 1,
"modified": "2019-11-08 14:13:08.964547",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim",
"name_case": "Title Case",
"owner": "harshada@webnotestech.com",
"permissions": [
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR Manager",
"share": 1,
"submit": 1,
"write": 1
},
{
"create": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Employee",
"share": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Expense Approver",
"share": 1,
"submit": 1,
"write": 1
},
{
"amend": 1,
"cancel": 1,
"create": 1,
"delete": 1,
"email": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "HR User",
"share": 1,
"submit": 1,
"write": 1
}
],
"search_fields": "employee,employee_name",
"show_name_in_global_search": 1,
"sort_field": "modified",
"sort_order": "DESC",
"timeline_field": "employee",
"title_field": "title"
}

8
erpnext/hr/doctype/expense_claim/expense_claim.py
View File

@ -140,10 +140,11 @@ class ExpenseClaim(AccountsController):
"against": ",".join([d.default_account for d in self.expenses]),
"party_type": "Employee",
"party": self.employee,
"against_voucher_type": self.doctype,
"against_voucher": self.name
"against_voucher_type": "Employee Advance",
"against_voucher": data.employee_advance
})
)
self.add_tax_gl_entries(gl_entry)
if self.is_paid and self.grand_total:
@ -192,9 +193,6 @@ class ExpenseClaim(AccountsController):
if not self.cost_center:
frappe.throw(_("Cost center is required to book an expense claim"))
if not self.payable_account:
frappe.throw(_("Please set default payable account for the company {0}").format(getlink("Company",self.company)))
if self.is_paid:
if not self.mode_of_payment:
frappe.throw(_("Mode of payment is required to make a payment").format(self.employee))

6
erpnext/hr/doctype/expense_claim/expense_claim_list.js
View File

@ -2,11 +2,11 @@ frappe.listview_settings['Expense Claim'] = {
add_fields: ["total_claimed_amount", "docstatus"],
get_indicator: function(doc) {
if(doc.status == "Paid") {
return [__("Paid"), "green", "status,=,'Paid'"];
return [__("Paid"), "green", "status,=,Paid"];
}else if(doc.status == "Unpaid") {
return [__("Unpaid"), "orange"];
return [__("Unpaid"), "orange", "status,=,Unpaid"];
} else if(doc.status == "Rejected") {
return [__("Rejected"), "grey"];
return [__("Rejected"), "grey", "status,=,Rejected"];
}
}
};

18
erpnext/hr/doctype/leave_application/leave_application.py
View File

@ -55,11 +55,11 @@ class LeaveApplication(Document):
self.reload()
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()
self.create_leave_ledger_entry(submit=False)
def validate_applicable_after(self):
if self.leave_type:
@ -125,7 +125,7 @@ class LeaveApplication(Document):
status = "Half Day" if date == self.half_day_date else "On Leave"
attendance_name = frappe.db.exists('Attendance', dict(employee = self.employee,
attenance_date = date, docstatus = ('!=', 2)))
attendance_date = date, docstatus = ('!=', 2)))
if attendance_name:
# update existing attendance, change absent to on leave
@ -351,6 +351,9 @@ class LeaveApplication(Document):
pass
def create_leave_ledger_entry(self, submit=True):
if self.status != 'Approved':
return
expiry_date = get_allocation_expiry(self.employee, self.leave_type,
self.to_date, self.from_date)
@ -503,14 +506,17 @@ def get_leave_allocation_records(employee, date, leave_type=None):
def get_pending_leaves_for_period(employee, leave_type, from_date, to_date):
''' Returns leaves that are pending approval '''
return frappe.db.get_value("Leave Application",
leaves = frappe.get_all("Leave Application",
filters={
"employee": employee,
"leave_type": leave_type,
"from_date": ("<=", from_date),
"to_date": (">=", to_date),
"status": "Open"
}, fieldname=['SUM(total_leave_days)']) or flt(0)
},
or_filters={
"from_date": ["between", (from_date, to_date)],
"to_date": ["between", (from_date, to_date)]
}, fields=['SUM(total_leave_days) as leaves'])[0]
return leaves['leaves'] if leaves['leaves'] else 0.0
def get_remaining_leaves(allocation, leaves_taken, date, expiry):
''' Returns minimum leaves remaining after comparing with remaining days for allocation expiry '''

6
erpnext/hr/doctype/leave_application/leave_application_dashboard.py
View File

@ -5,6 +5,12 @@ from frappe import _
def get_data():
return {
'fieldname': 'leave_application',
'transactions': [
{
'items': ['Attendance']
}
],
'reports': [
{
'label': _('Reports'),

19
erpnext/hr/doctype/leave_application/test_leave_application.py
View File

@ -72,7 +72,7 @@ class TestLeaveApplication(unittest.TestCase):
application.to_date = "2013-01-05"
return application
def test_attendance_creation(self):
def test_overwrite_attendance(self):
'''check attendance is automatically created on leave approval'''
make_allocation_record()
application = self.get_application(_test_records[0])
@ -82,7 +82,8 @@ class TestLeaveApplication(unittest.TestCase):
application.insert()
application.submit()
attendance = frappe.get_all('Attendance', ['name', 'status', 'attendance_date'], dict(leave_application = application.name))
attendance = frappe.get_all('Attendance', ['name', 'status', 'attendance_date'],
dict(attendance_date=('between', ['2018-01-01', '2018-01-03']), docstatus=("!=", 2)))
# attendance created for all 3 days
self.assertEqual(len(attendance), 3)
@ -95,20 +96,6 @@ class TestLeaveApplication(unittest.TestCase):
for d in ('2018-01-01', '2018-01-02', '2018-01-03'):
self.assertTrue(getdate(d) in dates)
def test_overwrite_attendance(self):
# employee marked as absent
doc = frappe.new_doc("Attendance")
doc.employee = '_T-Employee-00001'
doc.attendance_date = '2018-01-01'
doc.company = '_Test Company'
doc.status = 'Absent'
doc.flags.ignore_validate = True
doc.insert(ignore_permissions=True)
doc.submit()
# now check if the status has been updated
self.test_attendance_creation()
def test_block_list(self):
self._clear_roles()

2
erpnext/hr/doctype/salary_slip/salary_slip.py
View File

@ -5,7 +5,7 @@ from __future__ import unicode_literals
import frappe, erpnext
import datetime, math
from frappe.utils import add_days, cint, cstr, flt, getdate, rounded, date_diff, money_in_words, getdate
from frappe.utils import add_days, cint, cstr, flt, getdate, rounded, date_diff, money_in_words
from frappe.model.naming import make_autoname
from frappe import msgprint, _

10
erpnext/hr/doctype/salary_structure/salary_structure.js
View File

@ -46,10 +46,12 @@ 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);
frm.add_custom_button(__("Preview Salary Slip"), function() {
frm.trigger('preview_salary_slip');
});
if(frm.doc.docstatus === 1) {
frm.add_custom_button(__("Preview Salary Slip"), function() {
frm.trigger('preview_salary_slip');
});
}
if(frm.doc.docstatus==1) {
frm.add_custom_button(__("Assign Salary Structure"), function() {

7
erpnext/hr/doctype/salary_structure/salary_structure.py
View File

@ -169,5 +169,10 @@ def make_salary_slip(source_name, target_doc = None, employee = None, as_print =
@frappe.whitelist()
def get_employees(salary_structure):
employees = frappe.get_list('Salary Structure Assignment',
filters={'salary_structure': salary_structure}, fields=['employee'])
filters={'salary_structure': salary_structure, 'docstatus': 1}, fields=['employee'])
if not employees:
frappe.throw(_("There's no Employee with Salary Structure: {0}. \
Assign {1} to an Employee to preview Salary Slip").format(salary_structure, salary_structure))
return list(set([d.employee for d in employees]))

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

@ -7,6 +7,7 @@ import frappe
from frappe.model.document import Document
from frappe import _
from frappe.utils import getdate, nowdate, cint, flt
from frappe.utils.nestedset import get_descendants_of
class SubsidiaryCompanyError(frappe.ValidationError): pass
class ParentCompanyError(frappe.ValidationError): pass
@ -131,7 +132,8 @@ def get_designation_counts(designation, company):
return False
employee_counts = {}
company_set = get_company_set(company)
company_set = get_descendants_of('Company', company)
company_set.append(company)
employee_counts["employee_count"] = frappe.db.get_value("Employee",
filters={
@ -167,14 +169,4 @@ def get_active_staffing_plan_details(company, designation, from_date=getdate(now
designation, from_date, to_date)
# Only a single staffing plan can be active for a designation on given date
return staffing_plan if staffing_plan else None
def get_company_set(company):
return frappe.db.sql_list("""
SELECT
name
FROM `tabCompany`
WHERE
parent_company=%(company)s
OR name=%(company)s
""", (dict(company=company)))
return staffing_plan if staffing_plan else None

10
erpnext/hr/report/department_analytics/department_analytics.js
View File

@ -2,4 +2,14 @@
// For license information, please see license.txt
frappe.query_reports["Department Analytics"] = {
"filters": [
{
"fieldname":"company",
"label": __("Company"),
"fieldtype": "Link",
"options": "Company",
"default": frappe.defaults.get_user_default("Company"),
"reqd": 1
},
]
};

9
erpnext/hr/report/department_analytics/department_analytics.py
View File

@ -7,6 +7,10 @@ from frappe import _
def execute(filters=None):
if not filters: filters = {}
if not filters["company"]:
frappe.throw(_('{0} is mandatory').format(_('Company')))
columns = get_columns()
employees = get_employees(filters)
departments_result = get_department(filters)
@ -28,6 +32,9 @@ def get_conditions(filters):
conditions = ""
if filters.get("department"): conditions += " and department = '%s'" % \
filters["department"].replace("'", "\\'")
if filters.get("company"): conditions += " and company = '%s'" % \
filters["company"].replace("'", "\\'")
return conditions
def get_employees(filters):
@ -37,7 +44,7 @@ def get_employees(filters):
gender, company from `tabEmployee` where status = 'Active' %s""" % conditions, as_list=1)
def get_department(filters):
return frappe.db.sql("""select name from `tabDepartment`""" , as_list=1)
return frappe.db.sql("""select name from `tabDepartment` where company = %s""", (filters["company"]), as_list=1)
def get_chart_data(departments,employees):
if not departments:

6
erpnext/hr/report/employee_leave_balance_summary/employee_leave_balance_summary.py
View File

@ -75,7 +75,7 @@ def get_data(filters):
leave_approvers = department_approver_map.get(employee.department_name, []).append(employee.leave_approver)
if (len(leave_approvers) and user in leave_approvers) or (user in ["Administrator", employee.user_id]) \
if (leave_approvers and len(leave_approvers) and user in leave_approvers) or (user in ["Administrator", employee.user_id]) \
or ("HR Manager" in frappe.get_roles(user)):
row = frappe._dict({
'employee': employee.name,
@ -111,10 +111,10 @@ def get_conditions(filters):
def get_department_leave_approver_map(department=None):
conditions=''
if department:
conditions='and department_name = %(department)s or parent_department = %(department)s'%{'department': department}
conditions="and (department_name = '%(department)s' or parent_department = '%(department)s')"%{'department': department}
# get current department and all its child
department_list = frappe.db.sql_list(''' SELECT name FROM `tabDepartment` WHERE disabled=0 {0}'''.format(conditions)) #nosec
department_list = frappe.db.sql_list(""" SELECT name FROM `tabDepartment` WHERE disabled=0 {0}""".format(conditions)) #nosec
# retrieve approvers list from current department and from its subsequent child departments
approver_list = frappe.get_all('Department Approver', filters={

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