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updated usability of payment_to_invoice_matching tool and fixed hide_toolbar

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This commit is contained in:
Rushabh Mehta 2012-12-31 10:51:31 +05:30
parent e30057b97b
commit e2c7e583f5
4 changed files with 173 additions and 186 deletions
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13
accounts/doctype/payment_to_invoice_matching_tool/payment_to_invoice_matching_tool.js
View File

@ -17,6 +17,19 @@
// Booking Entry Id
// --------------------
cur_frm.cscript.onload_post_render = function(doc) {
$(cur_frm.get_field("reconcile").input).addClass("btn-info");
}
cur_frm.cscript.refresh = function(doc) {
cur_frm.set_intro("");
if(!doc.voucher_no) {
cur_frm.set_intro("Select the Invoice against which you want to allocate payments.");
} else {
cur_frm.set_intro("Set allocated amount against each Payment Entry and click 'Allocate'.");
}
}
cur_frm.fields_dict.voucher_no.get_query = function(doc) {
if (!doc.account) msgprint("Please select Account first");
else {

7
accounts/doctype/payment_to_invoice_matching_tool/payment_to_invoice_matching_tool.py
View File

@ -107,7 +107,6 @@ class DocType:
ch.total_amt = flt(d.get('total_amt'))
ch.against_account = d.get('against_account')
ch.remarks = d.get('remark')
ch.amt_to_be_reconciled = flt(ch.amt_due)
ch.voucher_detail_no = d.get('voucher_detail_no')
#--------------------------------------------------
@ -128,7 +127,7 @@ class DocType:
lst = []
for d in getlist(self.doclist, 'ir_payment_details'):
if d.selected and flt(d.amt_to_be_reconciled) > 0:
if flt(d.amt_to_be_reconciled) > 0:
args = {
'voucher_no' : d.voucher_no,
'voucher_detail_no' : d.voucher_detail_no,
@ -146,6 +145,6 @@ class DocType:
if lst:
get_obj('GL Control').reconcile_against_document(lst)
msgprint("Successfully reconciled.")
msgprint("Successfully allocated.")
else:
msgprint("No payment entries selected.", raise_exception=1)
msgprint("No amount allocated.", raise_exception=1)

311
accounts/doctype/payment_to_invoice_matching_tool/payment_to_invoice_matching_tool.txt
View File

@ -2,21 +2,17 @@
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-03-27 14:35:42",
"creation": "2012-07-03 13:30:46",
"modified_by": "Administrator",
"modified": "2012-03-27 14:35:42"
"modified": "2012-12-31 10:34:43"
},
{
"section_style": "Simple",
"module": "Accounts",
"doctype": "DocType",
"issingle": 1,
"document_type": "Other",
"name": "__common__",
"colour": "White:FFF",
"_last_update": "1316509358",
"show_in_menu": 1,
"version": 37
"doctype": "DocType",
"module": "Accounts",
"document_type": "Other",
"hide_toolbar": 1
},
{
"name": "__common__",
@ -37,6 +33,148 @@
"name": "Payment to Invoice Matching Tool",
"doctype": "DocType"
},
{
"doctype": "DocField",
"label": "Account",
"options": "Account",
"fieldname": "account",
"fieldtype": "Link",
"reqd": 1,
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Voucher Type",
"options": "Sales Invoice\nPurchase Invoice\nJournal Voucher",
"fieldname": "voucher_type",
"fieldtype": "Select",
"reqd": 1,
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Voucher No",
"options": "[Select]",
"fieldname": "voucher_no",
"fieldtype": "Link",
"reqd": 1,
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Pull Payment Entries",
"options": "get_payment_entries",
"fieldname": "pull_payment_entries",
"fieldtype": "Button",
"permlevel": 0
},
{
"print_width": "50%",
"doctype": "DocField",
"width": "50%",
"fieldname": "column_break1",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Total Amount",
"fieldname": "total_amount",
"fieldtype": "Currency",
"permlevel": 1
},
{
"doctype": "DocField",
"label": "Outstanding Amount",
"fieldname": "pending_amt_to_reconcile",
"fieldtype": "Currency",
"permlevel": 1
},
{
"doctype": "DocField",
"label": "Payment Entries",
"fieldname": "payment_entries",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"description": "Update allocated amount in the above table and then click \"Allocate\" button",
"doctype": "DocField",
"label": "Payment Entries",
"options": "Payment to Invoice Matching Tool Detail",
"fieldname": "ir_payment_details",
"fieldtype": "Table",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Allocate",
"options": "reconcile",
"fieldname": "reconcile",
"fieldtype": "Button",
"permlevel": 0
},
{
"doctype": "DocField",
"options": "Simple",
"fieldname": "section_break0",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"print_width": "50%",
"doctype": "DocField",
"label": "Filter By Date",
"width": "50%",
"fieldname": "column_break2",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "From Date",
"fieldname": "from_date",
"fieldtype": "Date",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "To Date",
"fieldname": "to_date",
"fieldtype": "Date",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Help HTML",
"options": "Click \"Pull Payment Entries\" to refresh the table with filters.",
"fieldname": "help_html",
"fieldtype": "HTML",
"permlevel": 0
},
{
"print_width": "50%",
"doctype": "DocField",
"label": "Filter By Amount",
"width": "50%",
"fieldname": "column_break3",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Amount >=",
"fieldname": "amt_greater_than",
"fieldtype": "Data",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Amount <=",
"fieldname": "amt_less_than",
"fieldtype": "Data",
"permlevel": 0
},
{
"create": 1,
"doctype": "DocPerm",
@ -59,159 +197,8 @@
"permlevel": 0
},
{
"doctype": "DocPerm",
"role": "All",
"permlevel": 1,
"doctype": "DocPerm"
},
{
"colour": "White:FFF",
"doctype": "DocField",
"width": "50%",
"fieldname": "column_break0",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"doctype": "DocField",
"options": "Account",
"fieldname": "account",
"fieldtype": "Link",
"label": "Account",
"permlevel": 0
},
{
"doctype": "DocField",
"options": "Sales Invoice\nPurchase Invoice\nJournal Voucher",
"fieldname": "voucher_type",
"fieldtype": "Select",
"label": "Voucher Type",
"permlevel": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Voucher No",
"trigger": "Client",
"fieldname": "voucher_no",
"fieldtype": "Link",
"permlevel": 0
},
{
"doctype": "DocField",
"width": "50%",
"fieldname": "column_break1",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Total Amount",
"fieldname": "total_amount",
"fieldtype": "Currency",
"permlevel": 1
},
{
"doctype": "DocField",
"label": "Pending Amt To Reconcile",
"fieldname": "pending_amt_to_reconcile",
"fieldtype": "Currency",
"permlevel": 1
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Payment Entries",
"fieldname": "payment_entries",
"fieldtype": "Section Break",
"permlevel": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "<div class = 'field_description'>Filter payment entries based on date:</div>",
"width": "50%",
"fieldname": "column_break2",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "From Date",
"fieldname": "from_date",
"fieldtype": "Date",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "To Date",
"fieldname": "to_date",
"fieldtype": "Date",
"permlevel": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "<div class = 'field_description'>Filter payment entries based on amount:</div>",
"width": "50%",
"fieldname": "column_break3",
"fieldtype": "Column Break",
"permlevel": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Amount >=",
"fieldname": "amt_greater_than",
"fieldtype": "Data",
"permlevel": 0
},
{
"doctype": "DocField",
"label": "Amount <=",
"fieldname": "amt_less_than",
"fieldtype": "Data",
"permlevel": 0
},
{
"doctype": "DocField",
"permlevel": 0,
"fieldname": "section_break0",
"fieldtype": "Section Break",
"options": "Simple"
},
{
"doctype": "DocField",
"options": "get_payment_entries",
"fieldname": "pull_payment_entries",
"fieldtype": "Button",
"label": "Pull Payment Entries",
"permlevel": 0
},
{
"doctype": "DocField",
"options": "Payment to Invoice Matching Tool Detail",
"fieldname": "ir_payment_details",
"fieldtype": "Table",
"label": "Payment Entries",
"permlevel": 0
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Reconcile HTML",
"permlevel": 0,
"fieldname": "reconcile_html",
"fieldtype": "HTML",
"options": "<div class='field_description'>Select Payment Voucher and Amount to Reconcile in the above table and then click Reconcile button</div>"
},
{
"colour": "White:FFF",
"doctype": "DocField",
"label": "Reconcile",
"permlevel": 0,
"trigger": "Client",
"fieldname": "reconcile",
"fieldtype": "Button",
"options": "reconcile"
}
]

28
accounts/doctype/payment_to_invoice_matching_tool_detail/payment_to_invoice_matching_tool_detail.txt
View File

@ -2,19 +2,15 @@
{
"owner": "Administrator",
"docstatus": 0,
"creation": "2012-03-27 14:35:43",
"creation": "2012-07-03 13:30:47",
"modified_by": "Administrator",
"modified": "2012-03-27 14:35:43"
"modified": "2012-12-31 10:24:49"
},
{
"section_style": "Simple",
"istable": 1,
"name": "__common__",
"colour": "White:FFF",
"module": "Accounts",
"doctype": "DocType",
"version": 14,
"show_in_menu": 0
"module": "Accounts"
},
{
"name": "__common__",
@ -28,15 +24,7 @@
"doctype": "DocType"
},
{
"doctype": "DocField",
"label": "Select",
"width": "60px",
"fieldname": "selected",
"fieldtype": "Check",
"reqd": 1,
"permlevel": 0
},
{
"print_width": "140px",
"permlevel": 1,
"doctype": "DocField",
"label": "Voucher No",
@ -48,14 +36,14 @@
},
{
"doctype": "DocField",
"label": "Amt Due",
"label": "Unmatched Amount",
"fieldname": "amt_due",
"fieldtype": "Currency",
"permlevel": 1
},
{
"doctype": "DocField",
"label": "Amt to be reconciled",
"label": "Allocated Amount",
"fieldname": "amt_to_be_reconciled",
"fieldtype": "Currency",
"reqd": 1,
@ -70,7 +58,7 @@
},
{
"doctype": "DocField",
"label": "Total Amt",
"label": "Total Amount",
"fieldname": "total_amt",
"fieldtype": "Currency",
"permlevel": 1
@ -83,6 +71,7 @@
"permlevel": 1
},
{
"print_width": "200px",
"doctype": "DocField",
"label": "Remarks",
"width": "200px",
@ -96,7 +85,6 @@
"label": "Voucher Detail No",
"fieldname": "voucher_detail_no",
"fieldtype": "Data",
"no_column": 0,
"reqd": 0,
"hidden": 1,
"permlevel": 1