From 9ceeefbd2b19eae898db07e7bc1ec90b7b40611b Mon Sep 17 00:00:00 2001 From: Anupam K Date: Mon, 27 Jul 2020 19:56:07 +0530 Subject: [PATCH 01/17] refactor: CRM Reports --- .../crm/report/lead_details/lead_details.js | 52 ++++++ .../crm/report/lead_details/lead_details.json | 4 +- .../crm/report/lead_details/lead_details.py | 164 ++++++++++++++++++ 3 files changed, 218 insertions(+), 2 deletions(-) create mode 100644 erpnext/crm/report/lead_details/lead_details.js create mode 100644 erpnext/crm/report/lead_details/lead_details.py diff --git a/erpnext/crm/report/lead_details/lead_details.js b/erpnext/crm/report/lead_details/lead_details.js new file mode 100644 index 0000000000..f92070daf3 --- /dev/null +++ b/erpnext/crm/report/lead_details/lead_details.js @@ -0,0 +1,52 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Lead Details"] = { + "filters": [ + { + "fieldname":"company", + "label": __("Company"), + "fieldtype": "Link", + "options": "Company", + "default": frappe.defaults.get_user_default("Company"), + "reqd": 1 + }, + { + "fieldname":"from_date", + "label": __("From Date"), + "fieldtype": "Date", + "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12), + "reqd": 1 + }, + { + "fieldname":"to_date", + "label": __("To Date"), + "fieldtype": "Date", + "default": frappe.datetime.get_today(), + "reqd": 1 + }, + { + "fieldname":"status", + "label": __("Status"), + "fieldtype": "Select", + options: [ + { "value": "Lead", "label": __("Lead") }, + { "value": "Open", "label": __("Open") }, + { "value": "Replied", "label": __("Replied") }, + { "value": "Opportunity", "label": __("Opportunity") }, + { "value": "Quotation", "label": __("Quotation") }, + { "value": "Lost Quotation", "label": __("Lost Quotation") }, + { "value": "Interested", "label": __("Interested") }, + { "value": "Converted", "label": __("Converted") }, + { "value": "Do Not Contact", "label": __("Do Not Contact") }, + ], + }, + { + "fieldname":"territory", + "label": __("Territory"), + "fieldtype": "Link", + "options": "Territory", + } + ] +}; \ No newline at end of file diff --git a/erpnext/crm/report/lead_details/lead_details.json b/erpnext/crm/report/lead_details/lead_details.json index cdeb6bbe38..6ba7305dc7 100644 --- a/erpnext/crm/report/lead_details/lead_details.json +++ b/erpnext/crm/report/lead_details/lead_details.json @@ -7,7 +7,7 @@ "doctype": "Report", "idx": 3, "is_standard": "Yes", - "modified": "2020-01-22 16:51:56.591110", + "modified": "2020-07-26 23:59:49.897577", "modified_by": "Administrator", "module": "CRM", "name": "Lead Details", @@ -16,7 +16,7 @@ "query": "SELECT\n `tabLead`.name as \"Lead Id:Link/Lead:120\",\n `tabLead`.lead_name as \"Lead Name::120\",\n\t`tabLead`.company_name as \"Company Name::120\",\n\t`tabLead`.status as \"Status::120\",\n\tconcat_ws(', ', \n\t\ttrim(',' from `tabAddress`.address_line1), \n\t\ttrim(',' from tabAddress.address_line2)\n\t) as 'Address::180',\n\t`tabAddress`.state as \"State::100\",\n\t`tabAddress`.pincode as \"Pincode::70\",\n\t`tabAddress`.country as \"Country::100\",\n\t`tabLead`.phone as \"Phone::100\",\n\t`tabLead`.mobile_no as \"Mobile No::100\",\n\t`tabLead`.email_id as \"Email Id::120\",\n\t`tabLead`.lead_owner as \"Lead Owner::120\",\n\t`tabLead`.source as \"Source::120\",\n\t`tabLead`.territory as \"Territory::120\",\n\t`tabLead`.notes as \"Notes::360\",\n `tabLead`.owner as \"Owner:Link/User:120\"\nFROM\n\t`tabLead`\n\tleft join `tabDynamic Link` on (\n\t\t`tabDynamic Link`.link_name=`tabLead`.name \n\t\tand `tabDynamic Link`.parenttype = 'Address'\n\t)\n\tleft join `tabAddress` on (\n\t\t`tabAddress`.name=`tabDynamic Link`.parent\n\t)\nWHERE\n\t`tabLead`.docstatus<2\nORDER BY\n\t`tabLead`.name asc", "ref_doctype": "Lead", "report_name": "Lead Details", - "report_type": "Query Report", + "report_type": "Script Report", "roles": [ { "role": "Sales User" diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py new file mode 100644 index 0000000000..5b1849a256 --- /dev/null +++ b/erpnext/crm/report/lead_details/lead_details.py @@ -0,0 +1,164 @@ +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +from frappe import _ +import frappe + +def execute(filters=None): + columns, data = get_columns(), get_leads(filters) + return columns, data + +def get_columns(): + columns = [ + { + "label": _("Lead"), + "fieldname": "name", + "fieldtype": "Link", + "options": "Lead", + "width": 150, + }, + { + "label": _("Lead Name"), + "fieldname": "lead_name", + "fieldtype": "Data", + "width": 120 + }, + { + "fieldname":"status", + "label": _("Status"), + "fieldtype": "Data", + "width": 100 + }, + { + "fieldname":"lead_owner", + "label": _("Lead Owner"), + "fieldtype": "Link", + "options": "User", + "width": 100 + }, + { + "label": _("Territory"), + "fieldname": "territory", + "fieldtype": "Link", + "options": "Territory", + "width": 100 + }, + { + "label": _("Source"), + "fieldname": "source", + "fieldtype": "Data", + "width": 120 + }, + { + "label": _("Email"), + "fieldname": "email_id", + "fieldtype": "Data", + "width": 120 + }, + { + "label": _("Mobile"), + "fieldname": "mobile_no", + "fieldtype": "Data", + "width": 120 + }, + { + "label": _("Phone"), + "fieldname": "phone", + "fieldtype": "Data", + "width": 120 + }, + { + "label": _("Notes"), + "fieldname": "notes", + "fieldtype": "Data", + "width": 120 + }, + { + "label": _("Owner"), + "fieldname": "owner", + "fieldtype": "Link", + "options": "user", + "width": 120 + }, + { + "label": _("Company"), + "fieldname": "company", + "fieldtype": "Link", + "options": "Company", + "width": 120 + }, + { + "fieldname":"address", + "label": _("Address"), + "fieldtype": "Data", + "width": 130 + }, + { + "fieldname":"state", + "label": _("State"), + "fieldtype": "Data", + "width": 100 + }, + { + "fieldname":"pincode", + "label": _("Postal Code"), + "fieldtype": "Data", + "width": 90 + }, + { + "fieldname":"country", + "label": _("Country"), + "fieldtype": "Link", + "options": "Country", + "width": 100 + }, + + ] + return columns + +def get_leads(filters): + return frappe.db.sql(""" + SELECT + `tabLead`.name, + `tabLead`.lead_name, + `tabLead`.status, + `tabLead`.lead_owner, + `tabLead`.territory, + `tabLead`.source, + `tabLead`.email_id, + `tabLead`.mobile_no, + `tabLead`.phone, + `tabLead`.notes, + `tabLead`.owner, + `tabLead`.company, + concat_ws(', ', + trim(',' from `tabAddress`.address_line1), + trim(',' from tabAddress.address_line2) + ) AS address, + `tabAddress`.state, + `tabAddress`.pincode, + `tabAddress`.country + FROM + `tabLead` left join `tabDynamic Link` on ( + `tabLead`.name = `tabDynamic Link`.link_name and + `tabDynamic Link`.parenttype = 'Address') + left join `tabAddress` on ( + `tabAddress`.name=`tabDynamic Link`.parent) + WHERE + company = %(company)s + AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s + {conditions} + ORDER BY + `tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) + +def get_conditions(filters) : + conditions = [] + + if filters.get("territory"): + conditions.append("territory=%(territory)s") + + if filters.get("status"): + conditions.append("status=%(status)s") + + return " and {}".format(" and ".join(conditions)) if conditions else "" From 6bab21483c947b8d53afc1d142a5afc6f81a5cf4 Mon Sep 17 00:00:00 2001 From: Anupam K Date: Thu, 30 Jul 2020 00:41:06 +0530 Subject: [PATCH 02/17] report lost opportunity --- .../crm/report/lead_details/lead_details.py | 4 +- .../lost_opportunity/lost_opportunity.js | 41 +++++++++ .../lost_opportunity/lost_opportunity.json | 5 +- .../lost_opportunity/lost_opportunity.py | 86 +++++++++++++++++++ 4 files changed, 132 insertions(+), 4 deletions(-) create mode 100644 erpnext/crm/report/lost_opportunity/lost_opportunity.js create mode 100644 erpnext/crm/report/lost_opportunity/lost_opportunity.py diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py index 5b1849a256..079f32e040 100644 --- a/erpnext/crm/report/lead_details/lead_details.py +++ b/erpnext/crm/report/lead_details/lead_details.py @@ -6,7 +6,7 @@ from frappe import _ import frappe def execute(filters=None): - columns, data = get_columns(), get_leads(filters) + columns, data = get_columns(), get_data(filters) return columns, data def get_columns(): @@ -117,7 +117,7 @@ def get_columns(): ] return columns -def get_leads(filters): +def get_data(filters): return frappe.db.sql(""" SELECT `tabLead`.name, diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.js b/erpnext/crm/report/lost_opportunity/lost_opportunity.js new file mode 100644 index 0000000000..c6bf888da3 --- /dev/null +++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.js @@ -0,0 +1,41 @@ +// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors +// For license information, please see license.txt +/* eslint-disable */ + +frappe.query_reports["Lost Opportunity"] = { + "filters": [ + { + "fieldname":"company", + "label": __("Company"), + "fieldtype": "Link", + "options": "Company", + "default": frappe.defaults.get_user_default("Company"), + "reqd": 1 + }, + { + "fieldname":"opportunity_from", + "label": __("Opportunity From"), + "fieldtype": "Link", + "options": "DocType", + "get_query": function() { + return { + "filters": { + "name": ["in", ["Customer", "Lead"]], + } + } + } + }, + { + "fieldname":"party_name", + "label": __("Party"), + "fieldtype": "Dynamic Link", + "options": "opportunity_from" + }, + { + "fieldname":"contact_by", + "label": __("Next Contact By"), + "fieldtype": "Link", + "options": "User" + }, + ] +}; \ No newline at end of file diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.json b/erpnext/crm/report/lost_opportunity/lost_opportunity.json index e7c5068b86..e7a8e12ba7 100644 --- a/erpnext/crm/report/lost_opportunity/lost_opportunity.json +++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.json @@ -1,13 +1,14 @@ { "add_total_row": 0, "creation": "2018-12-31 16:30:57.188837", + "disable_prepared_report": 0, "disabled": 0, "docstatus": 0, "doctype": "Report", "idx": 0, "is_standard": "Yes", "json": "{\"order_by\": \"`tabOpportunity`.`modified` desc\", \"filters\": [[\"Opportunity\", \"status\", \"=\", \"Lost\"]], \"fields\": [[\"name\", \"Opportunity\"], [\"opportunity_from\", \"Opportunity\"], [\"party_name\", \"Opportunity\"], [\"customer_name\", \"Opportunity\"], [\"opportunity_type\", \"Opportunity\"], [\"status\", \"Opportunity\"], [\"contact_by\", \"Opportunity\"], [\"docstatus\", \"Opportunity\"], [\"lost_reason\", \"Lost Reason Detail\"]], \"add_totals_row\": 0, \"add_total_row\": 0, \"page_length\": 20}", - "modified": "2019-06-26 16:33:08.083618", + "modified": "2020-07-29 15:49:02.848845", "modified_by": "Administrator", "module": "CRM", "name": "Lost Opportunity", @@ -15,7 +16,7 @@ "prepared_report": 0, "ref_doctype": "Opportunity", "report_name": "Lost Opportunity", - "report_type": "Report Builder", + "report_type": "Script Report", "roles": [ { "role": "Sales User" diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.py b/erpnext/crm/report/lost_opportunity/lost_opportunity.py new file mode 100644 index 0000000000..75c0b2d981 --- /dev/null +++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.py @@ -0,0 +1,86 @@ +# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors +# For license information, please see license.txt + +from __future__ import unicode_literals +from frappe import _ +import frappe + +def execute(filters=None): + columns, data = get_columns(), get_data(filters) + return columns, data + +def get_columns(): + columns = [ + { + "label": _("Opportunity"), + "fieldname": "name", + "fieldtype": "Link", + "options": "Opportunity", + "width": 170, + }, + { + "label": _("Opportunity From"), + "fieldname": "opportunity_from", + "fieldtype": "Link", + "options": "DocType", + "width": 130 + }, + { + "label": _("Party"), + "fieldname":"party_name", + "fieldtype": "Dynamic Link", + "options": "opportunity_from", + "width": 160 + }, + { + "label": _("Customer/Lead Name"), + "fieldname":"customer_name", + "fieldtype": "Data", + "width": 150 + }, + { + "label": _("Opportunity Type"), + "fieldname": "opportunity_type", + "fieldtype": "Data", + "width": 130 + }, + { + "label": _("Next Contact By"), + "fieldname": "contact_by", + "fieldtype": "Link", + "options": "User", + "width": 120 + } + ] + return columns + +def get_data(filters): + return frappe.db.sql(""" + SELECT + `tabOpportunity`.name, + `tabOpportunity`.opportunity_from, + `tabOpportunity`.party_name, + `tabOpportunity`.customer_name, + `tabOpportunity`.opportunity_type, + `tabOpportunity`.contact_by + FROM + `tabOpportunity` + WHERE + status = 'Lost' and company = %(company)s + {conditions} + ORDER BY + creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) + +def get_conditions(filters) : + conditions = [] + + if filters.get("opportunity_from"): + conditions.append("opportunity_from=%(opportunity_from)s") + + if filters.get("party_name"): + conditions.append("party_name=%(party_name)s") + + if filters.get("contact_by"): + conditions.append("contact_by=%(contact_by)s") + + return " and {}".format(" and ".join(conditions)) if conditions else "" From d01caac85260f692a647d62fa5d46ff5566d81ca Mon Sep 17 00:00:00 2001 From: Anupam K Date: Mon, 3 Aug 2020 09:41:16 +0530 Subject: [PATCH 03/17] report lead detail --- .../crm/report/lead_details/lead_details.py | 15 ++++----------- .../lost_opportunity/lost_opportunity.py | 18 +++++++++++++++--- 2 files changed, 19 insertions(+), 14 deletions(-) diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py index 079f32e040..9f4ae60679 100644 --- a/erpnext/crm/report/lead_details/lead_details.py +++ b/erpnext/crm/report/lead_details/lead_details.py @@ -68,12 +68,6 @@ def get_columns(): "fieldtype": "Data", "width": 120 }, - { - "label": _("Notes"), - "fieldname": "notes", - "fieldtype": "Data", - "width": 120 - }, { "label": _("Owner"), "fieldname": "owner", @@ -129,7 +123,6 @@ def get_data(filters): `tabLead`.email_id, `tabLead`.mobile_no, `tabLead`.phone, - `tabLead`.notes, `tabLead`.owner, `tabLead`.company, concat_ws(', ', @@ -153,12 +146,12 @@ def get_data(filters): `tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) def get_conditions(filters) : - conditions = [] + conditions = "" if filters.get("territory"): - conditions.append("territory=%(territory)s") + conditions+=" and territory=%(territory)s " if filters.get("status"): - conditions.append("status=%(status)s") + conditions+=" and status=%(status)s " - return " and {}".format(" and ".join(conditions)) if conditions else "" + return conditions diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.py b/erpnext/crm/report/lost_opportunity/lost_opportunity.py index 75c0b2d981..094fa961f7 100644 --- a/erpnext/crm/report/lost_opportunity/lost_opportunity.py +++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.py @@ -50,6 +50,12 @@ def get_columns(): "fieldtype": "Link", "options": "User", "width": 120 + }, + { + "label": _("Lost Reasons"), + "fieldname": "lost_reason", + "fieldtype": "Data", + "width": 220 } ] return columns @@ -62,14 +68,20 @@ def get_data(filters): `tabOpportunity`.party_name, `tabOpportunity`.customer_name, `tabOpportunity`.opportunity_type, - `tabOpportunity`.contact_by + `tabOpportunity`.contact_by, + GROUP_CONCAT(`tabLost Reason Detail`.lost_reason separator ', ') lost_reason FROM `tabOpportunity` + LEFT JOIN `tabLost Reason Detail` + ON `tabLost Reason Detail`.parenttype = 'Opportunity' and `tabLost Reason Detail`.parent = `tabOpportunity`.name WHERE - status = 'Lost' and company = %(company)s + `tabOpportunity`.status = 'Lost' and `tabOpportunity`.company = %(company)s {conditions} + GROUP BY + `tabOpportunity`.name ORDER BY - creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) + `tabOpportunity`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) + def get_conditions(filters) : conditions = [] From b2604d1f77ed221a07f1f4c50183692af8f23fb7 Mon Sep 17 00:00:00 2001 From: Glen Whitney Date: Fri, 14 Aug 2020 06:42:54 +0000 Subject: [PATCH 04/17] fix(General Ledger): include Accounting Dimension columns in report Prior to this commit, custom Accounting Dimensions are not (by default) shown or even considered in generating a General Ledger report. Moreover, as they are not considered, they are not used to distinguish GL Entry lines in the same voucher with the same Account when the "Group By" value is "Group by Voucher (Consolidated)". This situation leads to lines with different values for the accounting dimension to be ganged together in the General Ledger view of a Journal entry, making the entry difficult for an accountant to read. This commit alleviates the problem by adding a checkbox to control whether Accounting Dimension columns are considered in the General Ledger report. When they are considered, they are displayed and also included in the key that distinguishes lines in the "Group by Voucher (Consolidated)" mode. Resolves #23033. --- .../report/general_ledger/general_ledger.js | 6 +++ .../report/general_ledger/general_ledger.py | 51 ++++++++++++++----- 2 files changed, 44 insertions(+), 13 deletions(-) diff --git a/erpnext/accounts/report/general_ledger/general_ledger.js b/erpnext/accounts/report/general_ledger/general_ledger.js index 1fc0f79478..fb0d359926 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.js +++ b/erpnext/accounts/report/general_ledger/general_ledger.js @@ -146,6 +146,12 @@ frappe.query_reports["General Ledger"] = { return frappe.db.get_link_options('Project', txt); } }, + { + "fieldname": "include_dimensions", + "label": __("Consider Accounting Dimensions"), + "fieldtype": "Check", + "default": 0 + }, { "fieldname": "show_opening_entries", "label": __("Show Opening Entries"), diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py index fcd36e4e6e..ba0159e1ed 100644 --- a/erpnext/accounts/report/general_ledger/general_ledger.py +++ b/erpnext/accounts/report/general_ledger/general_ledger.py @@ -106,15 +106,20 @@ def set_account_currency(filters): return filters def get_result(filters, account_details): - gl_entries = get_gl_entries(filters) + accounting_dimensions = [] + if filters.get("include_dimensions"): + accounting_dimensions = get_accounting_dimensions() - data = get_data_with_opening_closing(filters, account_details, gl_entries) + gl_entries = get_gl_entries(filters, accounting_dimensions) + + data = get_data_with_opening_closing(filters, account_details, + accounting_dimensions, gl_entries) result = get_result_as_list(data, filters) return result -def get_gl_entries(filters): +def get_gl_entries(filters, accounting_dimensions): currency_map = get_currency(filters) select_fields = """, debit, credit, debit_in_account_currency, credit_in_account_currency """ @@ -128,6 +133,10 @@ def get_gl_entries(filters): filters['company_fb'] = frappe.db.get_value("Company", filters.get("company"), 'default_finance_book') + dimension_fields = "" + if accounting_dimensions: + dimension_fields = ', '.join(accounting_dimensions) + ',' + distributed_cost_center_query = "" if filters and filters.get('cost_center'): select_fields_with_percentage = """, debit*(DCC_allocation.percentage_allocation/100) as debit, credit*(DCC_allocation.percentage_allocation/100) as credit, debit_in_account_currency*(DCC_allocation.percentage_allocation/100) as debit_in_account_currency, @@ -141,7 +150,7 @@ def get_gl_entries(filters): party_type, party, voucher_type, - voucher_no, + voucher_no, {dimension_fields} cost_center, project, against_voucher_type, against_voucher, @@ -160,13 +169,14 @@ def get_gl_entries(filters): {conditions} AND posting_date <= %(to_date)s AND cost_center = DCC_allocation.parent - """.format(select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", '')) + """.format(dimension_fields=dimension_fields,select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", '')) gl_entries = frappe.db.sql( """ select name as gl_entry, posting_date, account, party_type, party, - voucher_type, voucher_no, cost_center, project, + voucher_type, voucher_no, {dimension_fields} + cost_center, project, against_voucher_type, against_voucher, account_currency, remarks, against, is_opening, creation {select_fields} from `tabGL Entry` @@ -174,7 +184,7 @@ def get_gl_entries(filters): {distributed_cost_center_query} {order_by_statement} """.format( - select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query, + dimension_fields=dimension_fields, select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query, order_by_statement=order_by_statement ), filters, as_dict=1) @@ -247,12 +257,12 @@ def get_conditions(filters): return "and {}".format(" and ".join(conditions)) if conditions else "" -def get_data_with_opening_closing(filters, account_details, gl_entries): +def get_data_with_opening_closing(filters, account_details, accounting_dimensions, gl_entries): data = [] gle_map = initialize_gle_map(gl_entries, filters) - totals, entries = get_accountwise_gle(filters, gl_entries, gle_map) + totals, entries = get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map) # Opening for filtered account data.append(totals.opening) @@ -318,7 +328,7 @@ def initialize_gle_map(gl_entries, filters): return gle_map -def get_accountwise_gle(filters, gl_entries, gle_map): +def get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map): totals = get_totals_dict() entries = [] consolidated_gle = OrderedDict() @@ -350,8 +360,11 @@ def get_accountwise_gle(filters, gl_entries, gle_map): if filters.get("group_by") != _('Group by Voucher (Consolidated)'): gle_map[gle.get(group_by)].entries.append(gle) elif filters.get("group_by") == _('Group by Voucher (Consolidated)'): - key = (gle.get("voucher_type"), gle.get("voucher_no"), - gle.get("account"), gle.get("cost_center")) + keylist = [gle.get("voucher_type"), gle.get("voucher_no"), gle.get("account")] + for dim in accounting_dimensions: + keylist.append(gle.get(dim)) + keylist.append(gle.get("cost_center")) + key = tuple(keylist) if key not in consolidated_gle: consolidated_gle.setdefault(key, gle) else: @@ -478,7 +491,19 @@ def get_columns(filters): "options": "Project", "fieldname": "project", "width": 100 - }, + } + ]) + + if filters.get("include_dimensions"): + for dim in get_accounting_dimensions(as_list = False): + columns.append({ + "label": _(dim.label), + "options": dim.label, + "fieldname": dim.fieldname, + "width": 100 + }) + + columns.extend([ { "label": _("Cost Center"), "options": "Cost Center", From df175cc8fc481aa73f4d01ed471d5f77f2f8718e Mon Sep 17 00:00:00 2001 From: Nabin Hait Date: Sat, 22 Aug 2020 19:17:18 +0530 Subject: [PATCH 05/17] fix: GLE for subcontracted PR is fg item rate is zero --- .../purchase_receipt/purchase_receipt.py | 28 ++++++++++++------- 1 file changed, 18 insertions(+), 10 deletions(-) diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py index d0ba001d7e..4e173fff4d 100644 --- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py +++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py @@ -227,6 +227,14 @@ class PurchaseReceipt(BuyingController): if not stock_value_diff: continue + # If PR is sub-contracted and fg item rate is zero + # in that case if account for shource and target warehouse are same, + # then GL entries should not be posted + if flt(stock_value_diff) == flt(d.rm_supp_cost) \ + and warehouse_account.get(self.supplier_warehouse) \ + and warehouse_account[d.warehouse]["account"] == warehouse_account[self.supplier_warehouse]["account"]: + continue + gl_entries.append(self.get_gl_dict({ "account": warehouse_account[d.warehouse]["account"], "against": stock_rbnb, @@ -242,16 +250,16 @@ class PurchaseReceipt(BuyingController): credit_amount = flt(d.base_net_amount, d.precision("base_net_amount")) \ if credit_currency == self.company_currency else flt(d.net_amount, d.precision("net_amount")) - - gl_entries.append(self.get_gl_dict({ - "account": warehouse_account[d.from_warehouse]['account'] \ - if d.from_warehouse else stock_rbnb, - "against": warehouse_account[d.warehouse]["account"], - "cost_center": d.cost_center, - "remarks": self.get("remarks") or _("Accounting Entry for Stock"), - "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")), - "debit_in_account_currency": -1 * credit_amount - }, credit_currency, item=d)) + if credit_amount: + gl_entries.append(self.get_gl_dict({ + "account": warehouse_account[d.from_warehouse]['account'] \ + if d.from_warehouse else stock_rbnb, + "against": warehouse_account[d.warehouse]["account"], + "cost_center": d.cost_center, + "remarks": self.get("remarks") or _("Accounting Entry for Stock"), + "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")), + "debit_in_account_currency": -1 * credit_amount + }, credit_currency, item=d)) negative_expense_to_be_booked += flt(d.item_tax_amount) From 337ee0a4bf5419f43700468ac39f8966fc512f77 Mon Sep 17 00:00:00 2001 From: Nabin Hait Date: Sat, 22 Aug 2020 20:02:27 +0530 Subject: [PATCH 06/17] test: Test case for GLE in subcontracted PR if FG item rate is zero --- .../purchase_receipt/test_purchase_receipt.py | 18 +++++++++++++++++- 1 file changed, 17 insertions(+), 1 deletion(-) diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py index d97b9e82c3..2a094a01de 100644 --- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py +++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py @@ -121,6 +121,22 @@ class TestPurchaseReceipt(unittest.TestCase): rm_supp_cost = sum([d.amount for d in pr.get("supplied_items")]) self.assertEqual(pr.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2)) + def test_subcontracting_gle_fg_item_rate_zero(self): + from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry + set_perpetual_inventory() + frappe.db.set_value("Buying Settings", None, "backflush_raw_materials_of_subcontract_based_on", "BOM") + make_stock_entry(item_code="_Test Item", target="Work In Progress - TCP1", qty=100, basic_rate=100, company="_Test Company with perpetual inventory") + make_stock_entry(item_code="_Test Item Home Desktop 100", target="Work In Progress - TCP1", + qty=100, basic_rate=100, company="_Test Company with perpetual inventory") + pr = make_purchase_receipt(item_code="_Test FG Item", qty=10, rate=0, is_subcontracted="Yes", + company="_Test Company with perpetual inventory", warehouse='Stores - TCP1', supplier_warehouse='Work In Progress - TCP1') + + gl_entries = get_gl_entries("Purchase Receipt", pr.name) + + self.assertFalse(gl_entries) + + set_perpetual_inventory(0) + def test_serial_no_supplier(self): pr = make_purchase_receipt(item_code="_Test Serialized Item With Series", qty=1) self.assertEqual(frappe.db.get_value("Serial No", pr.get("items")[0].serial_no, "supplier"), @@ -688,7 +704,7 @@ def make_purchase_receipt(**args): "received_qty": received_qty, "rejected_qty": rejected_qty, "rejected_warehouse": args.rejected_warehouse or "_Test Rejected Warehouse - _TC" if rejected_qty != 0 else "", - "rate": args.rate or 50, + "rate": args.rate if args.rate != None else 50, "conversion_factor": args.conversion_factor or 1.0, "serial_no": args.serial_no, "stock_uom": args.stock_uom or "_Test UOM", From 64e84643fb82fb2e4509e661bade43ab929fd80f Mon Sep 17 00:00:00 2001 From: Anupam K Date: Sun, 23 Aug 2020 17:15:40 +0530 Subject: [PATCH 07/17] lost opportunity --- .../crm/report/lead_details/lead_details.py | 11 +-- .../lost_opportunity/lost_opportunity.js | 26 +++++++ .../lost_opportunity/lost_opportunity.py | 71 ++++++++++++++----- 3 files changed, 84 insertions(+), 24 deletions(-) diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py index 9f4ae60679..eeaaec2bce 100644 --- a/erpnext/crm/report/lead_details/lead_details.py +++ b/erpnext/crm/report/lead_details/lead_details.py @@ -140,18 +140,19 @@ def get_data(filters): `tabAddress`.name=`tabDynamic Link`.parent) WHERE company = %(company)s - AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s + AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s {conditions} ORDER BY `tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) def get_conditions(filters) : - conditions = "" + conditions = [] if filters.get("territory"): - conditions+=" and territory=%(territory)s " + conditions.append(" and `tabLead`.territory=%(territory)s") if filters.get("status"): - conditions+=" and status=%(status)s " + conditions.append(" and `tabLead`.status=%(status)s") + + return " ".join(conditions) if conditions else "" - return conditions diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.js b/erpnext/crm/report/lost_opportunity/lost_opportunity.js index c6bf888da3..d79f8c8480 100644 --- a/erpnext/crm/report/lost_opportunity/lost_opportunity.js +++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.js @@ -12,6 +12,32 @@ frappe.query_reports["Lost Opportunity"] = { "default": frappe.defaults.get_user_default("Company"), "reqd": 1 }, + { + "fieldname":"from_date", + "label": __("From Date"), + "fieldtype": "Date", + "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12), + "reqd": 1 + }, + { + "fieldname":"to_date", + "label": __("To Date"), + "fieldtype": "Date", + "default": frappe.datetime.get_today(), + "reqd": 1 + }, + { + "fieldname":"lost_reason", + "label": __("Lost Reason"), + "fieldtype": "Link", + "options": "Opportunity Lost Reason" + }, + { + "fieldname":"territory", + "label": __("Territory"), + "fieldtype": "Link", + "options": "Territory" + }, { "fieldname":"opportunity_from", "label": __("Opportunity From"), diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.py b/erpnext/crm/report/lost_opportunity/lost_opportunity.py index 094fa961f7..1aa4afe186 100644 --- a/erpnext/crm/report/lost_opportunity/lost_opportunity.py +++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.py @@ -44,18 +44,32 @@ def get_columns(): "fieldtype": "Data", "width": 130 }, - { - "label": _("Next Contact By"), - "fieldname": "contact_by", - "fieldtype": "Link", - "options": "User", - "width": 120 - }, { "label": _("Lost Reasons"), "fieldname": "lost_reason", "fieldtype": "Data", "width": 220 + }, + { + "label": _("Sales Stage"), + "fieldname": "sales_stage", + "fieldtype": "Link", + "options": "Sales Stage", + "width": 150 + }, + { + "label": _("Territory"), + "fieldname": "territory", + "fieldtype": "Link", + "options": "Territory", + "width": 150 + }, + { + "label": _("Next Contact By"), + "fieldname": "contact_by", + "fieldtype": "Link", + "options": "User", + "width": 150 } ] return columns @@ -69,30 +83,49 @@ def get_data(filters): `tabOpportunity`.customer_name, `tabOpportunity`.opportunity_type, `tabOpportunity`.contact_by, - GROUP_CONCAT(`tabLost Reason Detail`.lost_reason separator ', ') lost_reason + GROUP_CONCAT(`tabOpportunity Lost Reason Detail`.lost_reason separator ', ') lost_reason, + `tabOpportunity`.sales_stage, + `tabOpportunity`.territory FROM - `tabOpportunity` - LEFT JOIN `tabLost Reason Detail` - ON `tabLost Reason Detail`.parenttype = 'Opportunity' and `tabLost Reason Detail`.parent = `tabOpportunity`.name + `tabOpportunity` + {join} WHERE `tabOpportunity`.status = 'Lost' and `tabOpportunity`.company = %(company)s - {conditions} + AND `tabOpportunity`.modified BETWEEN %(from_date)s AND %(to_date)s + {conditions} GROUP BY - `tabOpportunity`.name + `tabOpportunity`.name ORDER BY - `tabOpportunity`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1) + `tabOpportunity`.creation asc """.format(conditions=get_conditions(filters), join=get_join(filters)), filters, as_dict=1) -def get_conditions(filters) : +def get_conditions(filters): conditions = [] + if filters.get("territory"): + conditions.append(" and `tabOpportunity`.territory=%(territory)s") + if filters.get("opportunity_from"): - conditions.append("opportunity_from=%(opportunity_from)s") + conditions.append(" and `tabOpportunity`.opportunity_from=%(opportunity_from)s") if filters.get("party_name"): - conditions.append("party_name=%(party_name)s") + conditions.append(" and `tabOpportunity`.party_name=%(party_name)s") if filters.get("contact_by"): - conditions.append("contact_by=%(contact_by)s") + conditions.append(" and `tabOpportunity`.contact_by=%(contact_by)s") - return " and {}".format(" and ".join(conditions)) if conditions else "" + return " ".join(conditions) if conditions else "" + +def get_join(filters): + join = """LEFT JOIN `tabOpportunity Lost Reason Detail` + ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and + `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name""" + + if filters.get("lost_reason"): + join = """JOIN `tabOpportunity Lost Reason Detail` + ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and + `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name and + `tabOpportunity Lost Reason Detail`.lost_reason = '{0}' + """.format(filters.get("lost_reason")) + + return join \ No newline at end of file From 7556517a4fde103476cc39e0d32289595e56271e Mon Sep 17 00:00:00 2001 From: Shivam Mishra Date: Mon, 24 Aug 2020 14:07:09 +0000 Subject: [PATCH 08/17] feat: validate if removed item attributes exist in variants (#22911) * feat: validate if removed item attributes exist in variants * Update erpnext/stock/doctype/item/item.py Co-authored-by: Marica * Update erpnext/stock/doctype/item/item.py Co-authored-by: Marica * refactor: smaller loop Co-authored-by: marination * feat: don't run validation for new entries Co-authored-by: Marica * fix: use tuple as is Co-authored-by: Marica * refactor: error description Co-authored-by: Marica * refactor: remove unused variable Co-authored-by: Marica --- erpnext/stock/doctype/item/item.py | 72 ++++++++++++++++++++++++++++++ 1 file changed, 72 insertions(+) diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py index d209f48353..d22fda85f4 100644 --- a/erpnext/stock/doctype/item/item.py +++ b/erpnext/stock/doctype/item/item.py @@ -111,6 +111,7 @@ class Item(WebsiteGenerator): self.synced_with_hub = 0 self.validate_has_variants() + self.validate_attributes_in_variants() self.validate_stock_exists_for_template_item() self.validate_attributes() self.validate_variant_attributes() @@ -806,6 +807,77 @@ class Item(WebsiteGenerator): if frappe.db.exists("Item", {"variant_of": self.name}): frappe.throw(_("Item has variants.")) + def validate_attributes_in_variants(self): + if not self.has_variants or self.get("__islocal"): + return + + old_doc = self.get_doc_before_save() + old_doc_attributes = set([attr.attribute for attr in old_doc.attributes]) + own_attributes = [attr.attribute for attr in self.attributes] + + # Check if old attributes were removed from the list + # Is old_attrs is a subset of new ones + # that means we need not check any changes + if old_doc_attributes.issubset(set(own_attributes)): + return + + from collections import defaultdict + + # get all item variants + items = [item["name"] for item in frappe.get_all("Item", {"variant_of": self.name})] + + # get all deleted attributes + deleted_attribute = list(old_doc_attributes.difference(set(own_attributes))) + + # fetch all attributes of these items + item_attributes = frappe.get_all( + "Item Variant Attribute", + filters={ + "parent": ["in", items], + "attribute": ["in", deleted_attribute] + }, + fields=["attribute", "parent"] + ) + not_included = defaultdict(list) + + for attr in item_attributes: + if attr["attribute"] not in own_attributes: + not_included[attr["parent"]].append(attr["attribute"]) + + if not len(not_included): + return + + def body(docnames): + docnames.sort() + return "
".join(docnames) + + def table_row(title, body): + return """ + {0} + {1} + """.format(title, body) + + rows = '' + for docname, attr_list in not_included.items(): + link = "{0}".format(frappe.bold(_(docname))) + rows += table_row(link, body(attr_list)) + + error_description = _('The following deleted attributes exist in Variants but not in the Template. You can either delete the Variants or keep the attribute(s) in template.') + + message = """ +
{0}

+ + + + + + {3} +
{1}{2}
+ """.format(error_description, _('Variant Items'), _('Attributes'), rows) + + frappe.throw(message, title=_("Variant Attribute Error"), is_minimizable=True, wide=True) + + def validate_stock_exists_for_template_item(self): if self.stock_ledger_created() and self._doc_before_save: if (cint(self._doc_before_save.has_variants) != cint(self.has_variants) From ff5d19609fc89a56ea70bb219dea74b3ec5729a9 Mon Sep 17 00:00:00 2001 From: Rushabh Mehta Date: Tue, 25 Aug 2020 11:59:57 +0530 Subject: [PATCH 09/17] fix(hot): Pricing Rule encoding fixed --- erpnext/accounts/doctype/pricing_rule/pricing_rule.py | 11 ++++------- erpnext/accounts/doctype/pricing_rule/utils.py | 11 ++++++++--- erpnext/controllers/accounts_controller.py | 2 +- 3 files changed, 13 insertions(+), 11 deletions(-) diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py index cff7d5ba22..a2e35bc7c4 100644 --- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py +++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py @@ -1,5 +1,4 @@ # Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors -# MIT License. See license.txt # For license information, please see license.txt @@ -9,6 +8,8 @@ import json import copy from frappe import throw, _ from frappe.utils import flt, cint, getdate +from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules, + get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule) from frappe.model.document import Document @@ -207,9 +208,6 @@ def get_serial_no_for_item(args): return item_details def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=False): - from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules, - get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule) - if isinstance(doc, string_types): doc = json.loads(doc) @@ -237,7 +235,7 @@ def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=Fa update_args_for_pricing_rule(args) - pricing_rules = (get_applied_pricing_rules(args) + pricing_rules = (get_applied_pricing_rules(args.get('pricing_rules')) if for_validate and args.get("pricing_rules") else get_pricing_rules(args, doc)) if pricing_rules: @@ -365,8 +363,7 @@ def set_discount_amount(rate, item_details): item_details.rate = rate def remove_pricing_rule_for_item(pricing_rules, item_details, item_code=None): - from erpnext.accounts.doctype.pricing_rule.utils import get_pricing_rule_items - for d in json.loads(pricing_rules): + for d in get_applied_pricing_rules(pricing_rules): if not d or not frappe.db.exists("Pricing Rule", d): continue pricing_rule = frappe.get_cached_doc('Pricing Rule', d) diff --git a/erpnext/accounts/doctype/pricing_rule/utils.py b/erpnext/accounts/doctype/pricing_rule/utils.py index 3fd316f75e..53b0cf7bba 100644 --- a/erpnext/accounts/doctype/pricing_rule/utils.py +++ b/erpnext/accounts/doctype/pricing_rule/utils.py @@ -447,9 +447,14 @@ def apply_pricing_rule_on_transaction(doc): apply_pricing_rule_for_free_items(doc, item_details.free_item_data) doc.set_missing_values() -def get_applied_pricing_rules(item_row): - return (json.loads(item_row.get("pricing_rules")) - if item_row.get("pricing_rules") else []) +def get_applied_pricing_rules(pricing_rules): + if pricing_rules: + if pricing_rules.startswith('['): + return json.loads(pricing_rules) + else: + return pricing_rules.split(',') + + return [] def get_product_discount_rule(pricing_rule, item_details, args=None, doc=None): free_item = pricing_rule.free_item diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py index 3091193b8d..d61e44b53d 100644 --- a/erpnext/controllers/accounts_controller.py +++ b/erpnext/controllers/accounts_controller.py @@ -325,7 +325,7 @@ class AccountsController(TransactionBase): apply_pricing_rule_for_free_items(self, pricing_rule_args.get('free_item_data')) elif pricing_rule_args.get("validate_applied_rule"): - for pricing_rule in get_applied_pricing_rules(item): + for pricing_rule in get_applied_pricing_rules(item.get('pricing_rules')): pricing_rule_doc = frappe.get_cached_doc("Pricing Rule", pricing_rule) for field in ['discount_percentage', 'discount_amount', 'rate']: if item.get(field) < pricing_rule_doc.get(field): From 8ad0fa48bf068302e4582c018e82dc752e13a565 Mon Sep 17 00:00:00 2001 From: Rushabh Mehta Date: Tue, 25 Aug 2020 12:24:31 +0530 Subject: [PATCH 10/17] fix(minor): circular imports? --- erpnext/accounts/doctype/pricing_rule/pricing_rule.py | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py index a2e35bc7c4..f4e5ec69dc 100644 --- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py +++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py @@ -8,8 +8,6 @@ import json import copy from frappe import throw, _ from frappe.utils import flt, cint, getdate -from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules, - get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule) from frappe.model.document import Document @@ -208,6 +206,9 @@ def get_serial_no_for_item(args): return item_details def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=False): + from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules, + get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule) + if isinstance(doc, string_types): doc = json.loads(doc) @@ -363,6 +364,7 @@ def set_discount_amount(rate, item_details): item_details.rate = rate def remove_pricing_rule_for_item(pricing_rules, item_details, item_code=None): + from erpnext.accounts.doctype.pricing_rule.utils import get_applied_pricing_rules for d in get_applied_pricing_rules(pricing_rules): if not d or not frappe.db.exists("Pricing Rule", d): continue pricing_rule = frappe.get_cached_doc('Pricing Rule', d) From b5b8f9e72d1b9bb0375c293bf71d9add533a7a22 Mon Sep 17 00:00:00 2001 From: Rushabh Mehta Date: Tue, 25 Aug 2020 14:14:23 +0530 Subject: [PATCH 11/17] fix(minor): import --- erpnext/accounts/doctype/pricing_rule/pricing_rule.py | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py index f4e5ec69dc..aa6194cbc3 100644 --- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py +++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py @@ -364,7 +364,8 @@ def set_discount_amount(rate, item_details): item_details.rate = rate def remove_pricing_rule_for_item(pricing_rules, item_details, item_code=None): - from erpnext.accounts.doctype.pricing_rule.utils import get_applied_pricing_rules + from erpnext.accounts.doctype.pricing_rule.utils import (get_applied_pricing_rules, + get_pricing_rule_items) for d in get_applied_pricing_rules(pricing_rules): if not d or not frappe.db.exists("Pricing Rule", d): continue pricing_rule = frappe.get_cached_doc('Pricing Rule', d) From ee921052c0025a88a6d7f2e4030bb5c4e874d606 Mon Sep 17 00:00:00 2001 From: Rushabh Mehta Date: Tue, 25 Aug 2020 14:35:49 +0530 Subject: [PATCH 12/17] fix(minor): test dependencies --- erpnext/accounts/doctype/coupon_code/test_coupon_code.py | 3 ++- erpnext/accounts/doctype/pos_profile/test_pos_profile.py | 4 +++- .../doctype/clinical_procedure/test_clinical_procedure.py | 2 ++ 3 files changed, 7 insertions(+), 2 deletions(-) diff --git a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py index 3a0d4162ae..340b9dd58a 100644 --- a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py +++ b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py @@ -9,6 +9,8 @@ from erpnext.selling.doctype.sales_order.test_sales_order import make_sales_orde from erpnext.stock.get_item_details import get_item_details from frappe.test_runner import make_test_objects +test_dependencies = ['Item'] + def test_create_test_data(): frappe.set_user("Administrator") # create test item @@ -95,7 +97,6 @@ def test_create_test_data(): }) coupon_code.insert() - class TestCouponCode(unittest.TestCase): def setUp(self): test_create_test_data() diff --git a/erpnext/accounts/doctype/pos_profile/test_pos_profile.py b/erpnext/accounts/doctype/pos_profile/test_pos_profile.py index 8a4050cf9e..edf86590c8 100644 --- a/erpnext/accounts/doctype/pos_profile/test_pos_profile.py +++ b/erpnext/accounts/doctype/pos_profile/test_pos_profile.py @@ -8,6 +8,8 @@ import unittest from erpnext.stock.get_item_details import get_pos_profile from erpnext.accounts.doctype.pos_profile.pos_profile import get_child_nodes +test_dependencies = ['Item'] + class TestPOSProfile(unittest.TestCase): def test_pos_profile(self): make_pos_profile() @@ -88,7 +90,7 @@ def make_pos_profile(**args): "write_off_account": args.write_off_account or "_Test Write Off - _TC", "write_off_cost_center": args.write_off_cost_center or "_Test Write Off Cost Center - _TC" }) - + payments = [{ 'mode_of_payment': 'Cash', 'default': 1 diff --git a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py index 207351ff20..4ee5f6bad3 100644 --- a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py +++ b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py @@ -7,6 +7,8 @@ import unittest import frappe from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_clinical_procedure_template +test_dependencies = ['Item'] + class TestClinicalProcedure(unittest.TestCase): def test_procedure_template_item(self): patient, medical_department, practitioner = create_healthcare_docs() From 5bf0a51ed4c26ebbd7221c4d33a1eba6204f3fc7 Mon Sep 17 00:00:00 2001 From: Rucha Mahabal Date: Tue, 25 Aug 2020 18:22:06 +0530 Subject: [PATCH 13/17] feat: add Maintenance Visit link in Customer dashboard --- erpnext/selling/doctype/customer/customer_dashboard.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/erpnext/selling/doctype/customer/customer_dashboard.py b/erpnext/selling/doctype/customer/customer_dashboard.py index 09e474dc2e..cf234650c8 100644 --- a/erpnext/selling/doctype/customer/customer_dashboard.py +++ b/erpnext/selling/doctype/customer/customer_dashboard.py @@ -33,7 +33,7 @@ def get_data(): }, { 'label': _('Support'), - 'items': ['Issue'] + 'items': ['Issue', 'Maintenance Visit'] }, { 'label': _('Projects'), From 12f7aeb14746413f721580a7e5737f0e1977d535 Mon Sep 17 00:00:00 2001 From: Rucha Mahabal Date: Tue, 25 Aug 2020 19:03:35 +0530 Subject: [PATCH 14/17] feat: add Maintenance Visit link in Sales Order dashboard --- erpnext/selling/doctype/sales_order/sales_order_dashboard.py | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/erpnext/selling/doctype/sales_order/sales_order_dashboard.py b/erpnext/selling/doctype/sales_order/sales_order_dashboard.py index 4126bc6a70..05a760de27 100644 --- a/erpnext/selling/doctype/sales_order/sales_order_dashboard.py +++ b/erpnext/selling/doctype/sales_order/sales_order_dashboard.py @@ -10,6 +10,7 @@ def get_data(): 'Payment Entry': 'reference_name', 'Payment Request': 'reference_name', 'Auto Repeat': 'reference_document', + 'Maintenance Visit': 'prevdoc_docname' }, 'internal_links': { 'Quotation': ['items', 'prevdoc_docname'] @@ -17,7 +18,7 @@ def get_data(): 'transactions': [ { 'label': _('Fulfillment'), - 'items': ['Sales Invoice', 'Pick List', 'Delivery Note'] + 'items': ['Sales Invoice', 'Pick List', 'Delivery Note', 'Maintenance Visit'] }, { 'label': _('Purchasing'), From 258b256dc646aee1757bf0c34b934b688d8272ca Mon Sep 17 00:00:00 2001 From: Michelle Alva <50285544+michellealva@users.noreply.github.com> Date: Tue, 25 Aug 2020 20:37:39 +0530 Subject: [PATCH 15/17] fix: Add Delivery Note link in Sales Invoice Dashboard (#23161) --- .../accounts/doctype/sales_invoice/sales_invoice_dashboard.py | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py index f1069282ed..2980213f3b 100644 --- a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py +++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py @@ -13,7 +13,8 @@ def get_data(): 'Auto Repeat': 'reference_document', }, 'internal_links': { - 'Sales Order': ['items', 'sales_order'] + 'Sales Order': ['items', 'sales_order'], + 'Delivery Note': ['items', 'delivery_note'] }, 'transactions': [ { From 91461a0016a4e70b8472494e8aa1a51e6ef3b19f Mon Sep 17 00:00:00 2001 From: Anupam Kumar Date: Tue, 25 Aug 2020 21:01:17 +0530 Subject: [PATCH 16/17] fix: heading is hidden in the mobile view (#23145) --- erpnext/support/doctype/issue/issue.js | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/erpnext/support/doctype/issue/issue.js b/erpnext/support/doctype/issue/issue.js index 9e15757ce0..858564a527 100644 --- a/erpnext/support/doctype/issue/issue.js +++ b/erpnext/support/doctype/issue/issue.js @@ -209,11 +209,11 @@ function set_time_to_resolve_and_response(frm) { frm.dashboard.set_headline_alert( '
' + - '
' + - ' ' + + '
' + + 'Time to Respond: '+ time_to_respond.diff_display +' ' + '
' + - '
' + - ' ' + + '
' + + 'Time to Resolve: '+ time_to_resolve.diff_display +' ' + '
' + '
' ); From 7a927cefbd050990d8b72f93be0bf0a138e3ec78 Mon Sep 17 00:00:00 2001 From: Michelle Alva <50285544+michellealva@users.noreply.github.com> Date: Wed, 26 Aug 2020 10:32:26 +0530 Subject: [PATCH 17/17] fix: Social Media Status hidden in Mobie View (#23158) --- erpnext/crm/doctype/social_media_post/social_media_post.js | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.js b/erpnext/crm/doctype/social_media_post/social_media_post.js index 3a14f2d2e9..0ce8b44e19 100644 --- a/erpnext/crm/doctype/social_media_post/social_media_post.js +++ b/erpnext/crm/doctype/social_media_post/social_media_post.js @@ -30,14 +30,14 @@ frappe.ui.form.on('Social Media Post', { let color = frm.doc.twitter_post_id ? "green" : "red"; let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted"; html += `
- + Twitter : ${status}
` ; } if (frm.doc.linkedin){ let color = frm.doc.linkedin_post_id ? "green" : "red"; let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted"; html += `
- + LinkedIn : ${status}
` ; } html = `
${html}
`;