Merge pull request #6327 from rohitwaghchaure/timesheet_enhancement

[Enhancement] Timesheet billing based on project
This commit is contained in:
Nabin Hait 2016-09-14 15:31:54 +05:30 committed by GitHub
commit e9fa81c286
16 changed files with 796 additions and 378 deletions

View File

@ -462,26 +462,41 @@ cur_frm.set_query("asset", "items", function(doc, cdt, cdn) {
frappe.ui.form.on('Sales Invoice', {
setup: function(frm){
frm.fields_dict["timesheets"].grid.get_field("time_sheet").get_query = function(doc, cdt, cdn){
return {
filters: [
["Timesheet", "status", "in", ["Submitted", "Payslip"]]
]
return{
query: "erpnext.projects.doctype.timesheet.timesheet.get_timesheet",
filters: {'project': doc.project}
}
}
}
})
},
frappe.ui.form.on('Sales Invoice Timesheet', {
time_sheet: function(frm){
project: function(frm){
frm.call({
method: "calculate_billing_amount_from_timesheet",
method: "add_timesheet_data",
doc: frm.doc,
callback: function(r, rt) {
refresh_field('total_billing_amount')
refresh_field(['timesheets'])
}
})
}
})
cur_frm.add_fetch("time_sheet", "total_billing_hours", "billing_hours");
cur_frm.add_fetch("time_sheet", "total_billing_amount", "billing_amount");
frappe.ui.form.on('Sales Invoice Timesheet', {
time_sheet: function(frm, cdt, cdn){
var d = locals[cdt][cdn];
frappe.call({
method: "erpnext.projects.doctype.timesheet.timesheet.get_timesheet_data",
args: {
'name': d.time_sheet,
'project': frm.doc.project || null
},
callback: function(r, rt) {
if(r.message){
data = r.message;
frappe.model.set_value(cdt, cdn, "billing_hours", data.billing_hours);
frappe.model.set_value(cdt, cdn, "billing_amount", data.billing_amount);
frappe.model.set_value(cdt, cdn, "timesheet_detail", data.timesheet_detail);
}
}
})
}
})

View File

@ -337,6 +337,34 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Project",
"length": 0,
"no_copy": 0,
"oldfieldname": "project_name",
"oldfieldtype": "Link",
"options": "Project",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -2873,34 +2901,6 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Project",
"length": 0,
"no_copy": 0,
"oldfieldname": "project_name",
"oldfieldtype": "Link",
"options": "Project",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -3867,7 +3867,7 @@
"istable": 0,
"max_attachments": 0,
"menu_index": 0,
"modified": "2016-08-31 15:47:32.064861",
"modified": "2016-09-08 09:05:02.895682",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

View File

@ -14,6 +14,7 @@ from erpnext.accounts.doctype.sales_invoice.pos import update_multi_mode_option
from erpnext.controllers.selling_controller import SellingController
from erpnext.accounts.utils import get_account_currency
from erpnext.stock.doctype.delivery_note.delivery_note import update_billed_amount_based_on_so
from erpnext.projects.doctype.timesheet.timesheet import get_projectwise_timesheet_data
from erpnext.accounts.doctype.asset.depreciation \
import get_disposal_account_and_cost_center, get_gl_entries_on_asset_disposal
@ -84,7 +85,7 @@ class SalesInvoice(SellingController):
self.validate_multiple_billing("Delivery Note", "dn_detail", "amount", "items")
self.update_packing_list()
self.set_billing_hours_and_amount()
self.calculate_billing_amount_from_timesheet()
self.update_timesheet_billing_for_project()
def before_save(self):
set_account_for_mode_of_payment(self)
@ -221,11 +222,21 @@ class SalesInvoice(SellingController):
for d in self.timesheets:
if d.time_sheet:
timesheet = frappe.get_doc("Timesheet", d.time_sheet)
timesheet.sales_invoice = sales_invoice
self.update_time_sheet_detail(timesheet, d, sales_invoice)
timesheet.calculate_total_amounts()
timesheet.calculate_percentage_billed()
timesheet.flags.ignore_validate_update_after_submit = True
timesheet.set_status()
timesheet.save()
def update_time_sheet_detail(self, timesheet, args, sales_invoice):
for data in timesheet.time_logs:
if (self.project and args.timesheet_detail == data.name) or \
(not self.project and not data.sales_invoice) or \
(not sales_invoice and data.sales_invoice == self.name):
data.sales_invoice = sales_invoice
if self.project: return
def on_update(self):
self.set_paid_amount()
@ -450,13 +461,32 @@ class SalesInvoice(SellingController):
def set_billing_hours_and_amount(self):
for timesheet in self.timesheets:
ts_doc = frappe.get_doc('Timesheet', timesheet.time_sheet)
if not timesheet.billing_hours and ts_doc.total_billing_hours:
timesheet.billing_hours = ts_doc.total_billing_hours
if not timesheet.billing_hours and ts_doc.total_billable_hours:
timesheet.billing_hours = ts_doc.total_billable_hours
if not timesheet.billing_amount and ts_doc.total_billing_amount:
timesheet.billing_amount = ts_doc.total_billing_amount
if not timesheet.billing_amount and ts_doc.total_billable_amount:
timesheet.billing_amount = ts_doc.total_billable_amount
def calculate_billing_amount_from_timesheet(self):
def update_timesheet_billing_for_project(self):
if not self.timesheets and self.project:
self.add_timesheet_data()
else:
self.calculate_billing_amount_for_timesheet()
def add_timesheet_data(self):
self.set('timesheets', [])
if self.project:
for data in get_projectwise_timesheet_data(self.project):
self.append('timesheets', {
'time_sheet': data.parent,
'billing_hours': data.billing_hours,
'billing_amount': data.billing_amt,
'timesheet_detail': data.name
})
self.calculate_billing_amount_for_timesheet()
def calculate_billing_amount_for_timesheet(self):
total_billing_amount = 0.0
for data in self.timesheets:
if data.billing_amount:

View File

@ -14,6 +14,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "time_sheet",
"fieldtype": "Link",
"hidden": 0,
@ -40,6 +41,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "billing_hours",
"fieldtype": "Float",
"hidden": 0,
@ -65,6 +67,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "billing_amount",
"fieldtype": "Currency",
"hidden": 0,
@ -85,6 +88,32 @@
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "timesheet_detail",
"fieldtype": "Data",
"hidden": 1,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Timesheet Detail",
"length": 0,
"no_copy": 1,
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
}
],
"hide_heading": 0,
@ -97,7 +126,7 @@
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-08-22 21:32:55.504103",
"modified": "2016-09-09 14:01:04.095775",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice Timesheet",

View File

@ -22,7 +22,7 @@ def make_timesheet_for_projects(current_date ):
ts = make_timesheet(employee, simulate = True, billable = 1,
activity_type=get_random("Activity Type"), project=data.project, task =data.name)
if flt(ts.total_billing_amount) > 0.0:
if flt(ts.total_billable_amount) > 0.0:
make_sales_invoice_for_timesheet(ts.name)
frappe.db.commit()

View File

@ -8,6 +8,9 @@ Timesheets can be tracked against Project and Tasks so that you can get reports
To bill Customer based on Timesheet, check "Is Billable" in the Timesheet created against Project and Task. To learn more about billing Customer from Timesheet, click [here]({{docs_base_url}}/user/manual/en/projects/timesheet/sales-invoice-from-timesheet.html).
User can also make invoice against timesheet by selecting the project on the invoice. System will fetch the records from the timesheet based on selected project, for mode detail check below video
<iframe width="560" height="315" src="https://www.youtube.com/embed/hVAjtOFFhDI" frameborder="0" allowfullscreen></iframe>
####Project Costing
When creating Timesheet, Employee will have to select an Activity Type. For each Activity Type, you can create an Activity Cost master. In the Activity Cost, Billing Rate and Costing rate is defined for each Employee.

View File

@ -295,7 +295,8 @@ erpnext.patches.v7_0.rename_prevdoc_fields
erpnext.patches.v7_0.rename_time_sheet_doctype
execute:frappe.delete_doc_if_exists("Report", "Customers Not Buying Since Long Time")
erpnext.patches.v7_0.make_is_group_fieldtype_as_check
execute:frappe.reload_doc('projects', 'doctype', 'timesheet', force=True) #2016-08-23
execute:frappe.reload_doc('projects', 'doctype', 'timesheet') #2016-09-12
erpnext.patches.v7_1.rename_field_timesheet
execute:frappe.delete_doc_if_exists("Report", "Employee Holiday Attendance")
execute:frappe.delete_doc_if_exists("DocType", "Payment Tool")
execute:frappe.delete_doc_if_exists("DocType", "Payment Tool Detail")
@ -323,4 +324,5 @@ erpnext.patches.v7_0.update_missing_employee_in_timesheet
erpnext.patches.v7_0.update_status_for_timesheet
erpnext.patches.v7_0.set_party_name_in_payment_entry
erpnext.patches.v7_1.set_student_guardian
erpnext.patches.v7_0.update_conversion_factor_in_supplier_quotation_item
erpnext.patches.v7_0.update_conversion_factor_in_supplier_quotation_item
erpnext.patches.v7_1.move_sales_invoice_from_parent_to_child_timesheet

View File

@ -3,12 +3,12 @@ import frappe
def execute():
frappe.reload_doc('accounts', 'doctype', 'sales_invoice')
frappe.reload_doc('accounts', 'doctype', 'sales_invoice_payment')
for time_sheet in frappe.db.sql(""" select sales_invoice, name, total_billing_amount from `tabTimesheet`
for time_sheet in frappe.db.sql(""" select sales_invoice, name, total_billable_amount from `tabTimesheet`
where sales_invoice is not null and docstatus < 2""", as_dict=True):
si_doc = frappe.get_doc('Sales Invoice', time_sheet.sales_invoice)
ts = si_doc.append('timesheets',{})
ts.time_sheet = time_sheet.name
ts.billing_amount = time_sheet.total_billing_amount
ts.billing_amount = time_sheet.total_billable_amount
si_doc.update_time_sheet(time_sheet.sales_invoice)
si_doc.flags.ignore_validate_update_after_submit = True
si_doc.save()

View File

@ -0,0 +1,20 @@
from __future__ import unicode_literals
import frappe
def execute():
frappe.reload_doc('projects', 'doctype', 'timesheet_detail')
frappe.reload_doc('accounts', 'doctype', 'sales_invoice_timesheet')
frappe.db.sql(""" update
`tabTimesheet` as ts,
(select
sum(billing_amount) as billing_amount, sum(billing_hours) as billing_hours, time_sheet
from `tabSales Invoice Timesheet` where docstatus = 1 group by time_sheet
) as sit
set
ts.total_billed_amount = sit.billing_amount, ts.total_billed_hours = sit.billing_hours,
ts.per_billed = ((sit.billing_amount * 100)/ts.total_billable_amount)
where ts.name = sit.time_sheet and ts.docstatus = 1""")
frappe.db.sql(""" update `tabTimesheet Detail` tsd, `tabTimesheet` ts set tsd.sales_invoice = ts.sales_invoice
where tsd.parent = ts.name and ts.sales_invoice is not null""")

View File

@ -0,0 +1,11 @@
from __future__ import unicode_literals
import frappe
from frappe.model.utils.rename_field import rename_field
def execute():
doctype = 'Timesheet'
fields_dict = {'total_billing_amount': 'total_billable_amount', 'total_billing_hours': 'total_billable_hours'}
for old_fieldname, new_fieldname in fields_dict.items():
if old_fieldname in frappe.db.get_table_columns(doctype):
rename_field(doctype, old_fieldname, new_fieldname)

View File

@ -5,10 +5,10 @@ def execute():
frappe.reload_doc('projects', 'doctype', 'timesheet_detail')
frappe.reload_doc('accounts', 'doctype', 'sales_invoice_timesheet')
frappe.db.sql("""update tabTimesheet set total_billing_hours=total_hours
where total_billing_amount>0 and docstatus = 1""")
frappe.db.sql("""update tabTimesheet set total_billable_hours=total_hours
where total_billable_amount>0 and docstatus = 1""")
frappe.db.sql("""update `tabTimesheet Detail` set billing_hours=hours where docstatus < 2""")
frappe.db.sql(""" update `tabSales Invoice Timesheet` set billing_hours = (select total_billing_hours from `tabTimesheet`
frappe.db.sql(""" update `tabSales Invoice Timesheet` set billing_hours = (select total_billable_hours from `tabTimesheet`
where name = time_sheet) where time_sheet is not null""")

View File

@ -9,20 +9,22 @@ import datetime
from frappe.utils import now_datetime, nowdate
from erpnext.projects.doctype.timesheet.timesheet import OverlapError
from erpnext.projects.doctype.timesheet.timesheet import make_salary_slip, make_sales_invoice
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
class TestTimesheet(unittest.TestCase):
def test_timesheet_billing_amount(self):
salary_structure = make_salary_structure("_T-Employee-0001")
timesheet = make_timesheet("_T-Employee-0001", True)
timesheet = make_timesheet("_T-Employee-0001", simulate = True, billable=1)
self.assertEquals(timesheet.total_hours, 2)
self.assertEquals(timesheet.total_billing_hours, 2)
self.assertEquals(timesheet.total_billable_hours, 2)
self.assertEquals(timesheet.time_logs[0].billing_rate, 50)
self.assertEquals(timesheet.time_logs[0].billing_amount, 100)
self.assertEquals(timesheet.total_billable_amount, 100)
def test_salary_slip_from_timesheet(self):
salary_structure = make_salary_structure("_T-Employee-0001")
timesheet = make_timesheet("_T-Employee-0001", simulate = True)
timesheet = make_timesheet("_T-Employee-0001", simulate = True, billable=1)
salary_slip = make_salary_slip(timesheet.name)
salary_slip.submit()
@ -51,11 +53,20 @@ class TestTimesheet(unittest.TestCase):
item.rate = 100
sales_invoice.submit()
timesheet = frappe.get_doc('Timesheet', timesheet.name)
self.assertEquals(sales_invoice.total_billing_amount, 100)
self.assertEquals(timesheet.status, 'Billed')
def test_timesheet_billing_based_on_project(self):
timesheet = make_timesheet("_T-Employee-0001", simulate=True, billable=1, project = '_Test Project', company='_Test Company')
sales_invoice = create_sales_invoice(do_not_save=True)
sales_invoice.project = '_Test Project'
sales_invoice.submit()
ts = frappe.get_doc('Timesheet', timesheet.name)
self.assertEquals(ts.per_billed, 100)
self.assertEquals(ts.time_logs[0].sales_invoice, sales_invoice.name)
def make_salary_structure(employee):
name = frappe.db.get_value('Salary Structure Employee', {'employee': employee}, 'parent')
if name:
@ -93,7 +104,7 @@ def make_salary_structure(employee):
return salary_structure
def make_timesheet(employee, simulate=False, billable = 0, activity_type="_Test Activity Type", project=None, task=None):
def make_timesheet(employee, simulate=False, billable = 0, activity_type="_Test Activity Type", project=None, task=None, company=None):
update_activity_type(activity_type)
timesheet = frappe.new_doc("Timesheet")
timesheet.employee = employee
@ -105,6 +116,7 @@ def make_timesheet(employee, simulate=False, billable = 0, activity_type="_Test
timesheet_detail.to_time = timesheet_detail.from_time + datetime.timedelta(hours= timesheet_detail.hours)
timesheet_detail.project = project
timesheet_detail.task = task
timesheet_detail.company = company or '_Test Company'
for data in timesheet.get('time_logs'):
if simulate:

View File

@ -21,6 +21,14 @@ frappe.ui.form.on("Timesheet", {
}
}
}
frm.fields_dict['time_logs'].grid.get_field('project').get_query = function() {
return{
filters: {
'company': frm.doc.company
}
}
}
},
onload: function(frm){
@ -31,7 +39,7 @@ frappe.ui.form.on("Timesheet", {
refresh: function(frm) {
if(frm.doc.docstatus==1) {
if(!frm.doc.sales_invoice && frm.doc.total_billing_amount > 0){
if(frm.doc.per_billed < 100){
frm.add_custom_button(__("Make Sales Invoice"), function() { frm.trigger("make_invoice") },
"icon-file-alt");
}
@ -42,8 +50,9 @@ frappe.ui.form.on("Timesheet", {
}
}
if(frm.doc.sales_invoice) {
if(frm.doc.per_billed > 0) {
cur_frm.fields_dict["time_logs"].grid.toggle_enable("billing_hours", false);
cur_frm.fields_dict["time_logs"].grid.toggle_enable("billable", false);
}
},
@ -150,19 +159,22 @@ var calculate_time_and_amount = function(frm) {
var tl = frm.doc.time_logs || [];
total_working_hr = 0;
total_billing_hr = 0;
total_billing_amount = 0;
total_billable_amount = 0;
total_costing_amount = 0;
for(var i=0; i<tl.length; i++) {
if (tl[i].hours) {
total_working_hr += tl[i].hours;
total_billing_hr += tl[i].billing_hours;
total_billing_amount += tl[i].billing_amount;
total_billable_amount += tl[i].billing_amount;
total_costing_amount += tl[i].costing_amount;
if(tl[i].billable){
total_billing_hr += tl[i].billing_hours;
}
}
}
cur_frm.set_value("total_billing_hours", total_billing_hr);
cur_frm.set_value("total_billable_hours", total_billing_hr);
cur_frm.set_value("total_hours", total_working_hr);
cur_frm.set_value("total_billing_amount", total_billing_amount);
cur_frm.set_value("total_billable_amount", total_billable_amount);
cur_frm.set_value("total_costing_amount", total_costing_amount);
}

View File

@ -470,8 +470,8 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "working_hours",
"columns": 0,
"fieldname": "working_hours",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
@ -522,6 +522,7 @@
"allow_on_submit": 0,
"bold": 0,
"collapsible": 1,
"columns": 0,
"fieldname": "billing_details",
"fieldtype": "Section Break",
"hidden": 0,
@ -544,24 +545,77 @@
"unique": 0
},
{
"allow_on_submit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"fieldname": "total_billing_hours",
"columns": 0,
"fieldname": "total_billable_hours",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Billing Hours",
"label": "Total Billable Hours",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "total_billed_hours",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Billed Hours",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "total_costing_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Costing Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
@ -601,14 +655,14 @@
"default": "0",
"depends_on": "",
"description": "",
"fieldname": "total_billing_amount",
"fieldname": "total_billable_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Billing Amount",
"label": "Total Billable Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
@ -623,23 +677,49 @@
"unique": 0
},
{
"allow_on_submit": 0,
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "total_costing_amount",
"fieldname": "total_billed_amount",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Total Costing Amount",
"label": "Total Billed Amount",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "per_billed",
"fieldtype": "Percent",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "% Amount Billed",
"length": 0,
"no_copy": 1,
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
@ -737,7 +817,7 @@
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2016-09-01 11:33:38.110421",
"modified": "2016-09-12 13:19:22.298036",
"modified_by": "Administrator",
"module": "Projects",
"name": "Timesheet",

View File

@ -25,21 +25,31 @@ class Timesheet(Document):
self.validate_time_logs()
self.update_cost()
self.calculate_total_amounts()
self.calculate_percentage_billed()
def calculate_total_amounts(self):
self.total_hours = 0.0
self.total_billing_hours = 0.0
self.total_billing_amount = 0.0
self.total_billable_hours = 0.0
self.total_billed_hours = 0.0
self.total_billable_amount = 0.0
self.total_costing_amount = 0.0
self.total_billed_amount = 0.0
for d in self.get("time_logs"):
self.update_billing_hours(d)
self.total_hours += flt(d.hours)
self.total_billing_hours += flt(d.billing_hours)
if d.billable:
self.total_billing_amount += flt(d.billing_amount)
if d.billable:
self.total_billable_hours += flt(d.billing_hours)
self.total_billable_amount += flt(d.billing_amount)
self.total_costing_amount += flt(d.costing_amount)
self.total_billed_amount += flt(d.billing_amount) if d.sales_invoice else 0.0
self.total_billed_hours += flt(d.billing_hours) if d.sales_invoice else 0.0
def calculate_percentage_billed(self):
self.per_billed = 0
if self.total_billed_amount > 0 and self.total_billable_amount > 0:
self.per_billed = (self.total_billed_amount * 100) / self.total_billable_amount
def update_billing_hours(self, args):
if cint(args.billing_hours) == 0:
@ -52,7 +62,7 @@ class Timesheet(Document):
"2": "Cancelled"
}[str(self.docstatus or 0)]
if self.sales_invoice:
if self.per_billed == 100:
self.status = "Billed"
if self.salary_slip:
@ -236,31 +246,70 @@ class Timesheet(Document):
def update_cost(self):
for data in self.time_logs:
if data.activity_type and (not data.billing_amount or not data.costing_amount):
if data.activity_type and data.billable:
rate = get_activity_cost(self.employee, data.activity_type)
hours = data.billing_hours or 0
if rate:
data.billing_rate = flt(rate.get('billing_rate'))
data.costing_rate = flt(rate.get('costing_rate'))
data.billing_rate = flt(rate.get('billing_rate')) if flt(data.billing_rate) == 0 else data.billing_rate
data.costing_rate = flt(rate.get('costing_rate')) if flt(data.costing_rate) == 0 else data.costing_rate
data.billing_amount = data.billing_rate * hours
data.costing_amount = data.costing_rate * hours
@frappe.whitelist()
def get_projectwise_timesheet_data(project, parent=None):
cond = ''
if parent:
cond = "and parent = %(parent)s"
return frappe.db.sql("""select name, parent, billing_hours, billing_amount as billing_amt
from `tabTimesheet Detail` where docstatus=1 and project = %(project)s {0} and billable = 1
and sales_invoice is null""".format(cond), {'project': project, 'parent': parent}, as_dict=1)
@frappe.whitelist()
def get_timesheet(doctype, txt, searchfield, start, page_len, filters):
if not filters: filters = {}
condition = ""
if filters.get("project"):
condition = "and tsd.project = %(project)s"
return frappe.db.sql("""select distinct tsd.parent from `tabTimesheet Detail` tsd,
`tabTimesheet` ts where
ts.status in ('Submitted', 'Payslip') and tsd.parent = ts.name and
tsd.docstatus = 1 and ts.total_billable_amount > 0
and tsd.parent LIKE %(txt)s {condition}
order by tsd.parent limit %(start)s, %(page_len)s"""
.format(condition=condition), {
"txt": "%%%s%%" % frappe.db.escape(txt),
"start": start, "page_len": page_len, 'project': filters.get("project")
})
@frappe.whitelist()
def get_timesheet_data(name, project):
if project and project!='':
data = get_projectwise_timesheet_data(project, name)
else:
data = frappe.get_all('Timesheet',
fields = ["(total_billable_amount - total_billed_amount) as billing_amt", "total_billable_hours as billing_hours"], filters = {'name': name})
return {
'billing_hours': data[0].billing_hours,
'billing_amount': data[0].billing_amt,
'timesheet_detail': data[0].name if project and project!= '' else None
}
@frappe.whitelist()
def make_sales_invoice(source_name, target=None):
target = frappe.new_doc("Sales Invoice")
timesheet = frappe.get_doc('Timesheet', source_name)
target.append("timesheets", get_mapped_doc("Timesheet", source_name, {
"Timesheet": {
"doctype": "Sales Invoice Timesheet",
"field_map": {
"total_billing_amount": "billing_amount",
"total_billing_hours": "billing_hours",
"name": "time_sheet"
},
}
}))
target.run_method("calculate_billing_amount_from_timesheet")
target.append('timesheets', {
'time_sheet': timesheet.name,
'billing_hours': flt(timesheet.total_billable_hours) - flt(timesheet.total_billed_hours),
'billing_amount': flt(timesheet.total_billable_amount) - flt(timesheet.total_billed_amount)
})
target.run_method("calculate_billing_amount_for_timesheet")
return target
@ -300,7 +349,7 @@ def get_activity_cost(employee=None, activity_type=None):
["costing_rate", "billing_rate"], as_dict=True)
return rate[0] if rate else {}
@frappe.whitelist()
def get_events(start, end, filters=None):
"""Returns events for Gantt / Calendar view rendering.

View File

@ -10,33 +10,6 @@
"document_type": "Document",
"editable_grid": 1,
"fields": [
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 1,
"depends_on": "",
"fieldname": "billable",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Bill",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 1,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -165,192 +138,6 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "billable",
"fieldname": "section_break_11",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"fieldname": "billing_hours",
"fieldtype": "Float",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Billing Hours",
"length": 0,
"no_copy": 0,
"permlevel": 1,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"fieldname": "billing_rate",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Billing Rate",
"length": 0,
"no_copy": 0,
"permlevel": 1,
"precision": "2",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "costing_rate",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Costing Rate",
"length": 0,
"no_copy": 0,
"permlevel": 1,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_14",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"depends_on": "",
"description": "",
"fieldname": "billing_amount",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Billing Amount",
"length": 0,
"no_copy": 0,
"permlevel": 1,
"precision": "2",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 1,
"bold": 0,
"collapsible": 0,
"columns": 0,
"default": "0",
"description": "",
"fieldname": "costing_amount",
"fieldtype": "Currency",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Costing Amount",
"length": 0,
"no_copy": 0,
"permlevel": 1,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -403,55 +190,28 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 3,
"fieldname": "project",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Project",
"length": 0,
"no_copy": 0,
"options": "Project",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "",
"fieldname": "task",
"depends_on": "eval:parent.production_order",
"fieldname": "workstation",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Task",
"label": "Workstation",
"length": 0,
"no_copy": 0,
"options": "Task",
"options": "Workstation",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
@ -483,34 +243,6 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"depends_on": "eval:parent.production_order",
"fieldname": "workstation",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Workstation",
"length": 0,
"no_copy": 0,
"options": "Workstation",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 1,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -565,6 +297,429 @@
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 0,
"fieldname": "project_details",
"fieldtype": "Section Break",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
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},
{
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"fieldname": "project",
"fieldtype": "Link",
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},
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