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Merge branch 'develop' into fix-reserve-qty

Browse Source 
# Conflicts:
#	erpnext/patches.txt
#	erpnext/public/js/utils/barcode_scanner.js
#	erpnext/regional/report/gstr_1/gstr_1.py
#	erpnext/stock/doctype/delivery_note/test_delivery_note.py
This commit is contained in:
Devin Slauenwhite 2022-06-17 08:04:52 -04:00
commit f39422afd8
199 changed files with 5389 additions and 3639 deletions
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2
.github/helper/install.sh vendored
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@ -11,7 +11,7 @@ fi
cd ~ || exit
sudo apt-get install redis-server libcups2-dev
sudo apt update && sudo apt install redis-server libcups2-dev
pip install frappe-bench

12
.github/stale.yml vendored
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@ -24,14 +24,4 @@ pulls:
:) Also, even if it is closed, you can always reopen the PR when you're
ready. Thank you for contributing.
issues:
daysUntilStale: 90
daysUntilClose: 7
exemptLabels:
- valid
- to-validate
- QA
markComment: >
This issue has been automatically marked as inactive because it has not had
recent activity and it wasn't validated by maintainer team. It will be
closed within a week if no further activity occurs.
only: pulls

11
cypress.json
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@ -1,11 +0,0 @@
{
"baseUrl": "http://test_site:8000/",
"projectId": "da59y9",
"adminPassword": "admin",
"defaultCommandTimeout": 20000,
"pageLoadTimeout": 15000,
"retries": {
"runMode": 2,
"openMode": 2
}
}

5
cypress/fixtures/example.json
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@ -1,5 +0,0 @@
{
"name": "Using fixtures to represent data",
"email": "hello@cypress.io",
"body": "Fixtures are a great way to mock data for responses to routes"
}

44
cypress/integration/test_bulk_transaction_processing.js
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@ -1,44 +0,0 @@
describe("Bulk Transaction Processing", () => {
before(() => {
cy.login();
cy.visit("/app/website");
});
it("Creates To Sales Order", () => {
cy.visit("/app/sales-order");
cy.url().should("include", "/sales-order");
cy.window()
.its("frappe.csrf_token")
.then((csrf_token) => {
return cy
.request({
url: "/api/method/erpnext.tests.ui_test_bulk_transaction_processing.create_records",
method: "POST",
headers: {
Accept: "application/json",
"Content-Type": "application/json",
"X-Frappe-CSRF-Token": csrf_token,
},
timeout: 60000,
})
.then((res) => {
expect(res.status).eq(200);
});
});
cy.wait(5000);
cy.get(
".list-row-head > .list-header-subject > .list-row-col > .list-check-all"
).check({ force: true });
cy.wait(3000);
cy.get(".actions-btn-group > .btn-primary").click({ force: true });
cy.wait(3000);
cy.get(".dropdown-menu-right > .user-action > .dropdown-item")
.contains("Sales Invoice")
.click({ force: true });
cy.wait(3000);
cy.get(".modal-content > .modal-footer > .standard-actions")
.contains("Yes")
.click({ force: true });
cy.contains("Creation of Sales Invoice successful");
});
});

13
cypress/integration/test_customer.js
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@ -1,13 +0,0 @@
context('Customer', () => {
before(() => {
cy.login();
});
it('Check Customer Group', () => {
cy.visit(`app/customer/`);
cy.get('.primary-action').click();
cy.wait(500);
cy.get('.custom-actions > .btn').click();
cy.get_field('customer_group', 'Link').should('have.value', 'All Customer Groups');
});
});

44
cypress/integration/test_item.js
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@ -1,44 +0,0 @@
describe("Test Item Dashboard", () => {
before(() => {
cy.login();
cy.visit("/app/item");
cy.insert_doc(
"Item",
{
item_code: "e2e_test_item",
item_group: "All Item Groups",
opening_stock: 42,
valuation_rate: 100,
},
true
);
cy.go_to_doc("item", "e2e_test_item");
});
it("should show dashboard with correct data on first load", () => {
cy.get(".stock-levels").contains("Stock Levels").should("be.visible");
cy.get(".stock-levels").contains("e2e_test_item").should("exist");
// reserved and available qty
cy.get(".stock-levels .inline-graph-count")
.eq(0)
.contains("0")
.should("exist");
cy.get(".stock-levels .inline-graph-count")
.eq(1)
.contains("42")
.should("exist");
});
it("should persist on field change", () => {
cy.get('input[data-fieldname="disabled"]').check();
cy.wait(500);
cy.get(".stock-levels").contains("Stock Levels").should("be.visible");
cy.get(".stock-levels").should("have.length", 1);
});
it("should persist on reload", () => {
cy.reload();
cy.get(".stock-levels").contains("Stock Levels").should("be.visible");
});
});

116
cypress/integration/test_organizational_chart_desktop.js
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@ -1,116 +0,0 @@
context('Organizational Chart', () => {
before(() => {
cy.login();
cy.visit('/app/website');
});
it('navigates to org chart', () => {
cy.visit('/app');
cy.visit('/app/organizational-chart');
cy.url().should('include', '/organizational-chart');
cy.window().its('frappe.csrf_token').then(csrf_token => {
return cy.request({
url: `/api/method/erpnext.tests.ui_test_helpers.create_employee_records`,
method: 'POST',
headers: {
Accept: 'application/json',
'Content-Type': 'application/json',
'X-Frappe-CSRF-Token': csrf_token
},
timeout: 60000
}).then(res => {
expect(res.status).eq(200);
cy.get('.frappe-control[data-fieldname=company] input').focus().as('input');
cy.get('@input')
.clear({ force: true })
.type('Test Org Chart{downarrow}{enter}', { force: true })
.blur({ force: true });
});
});
});
it('renders root nodes and loads children for the first expandable node', () => {
// check rendered root nodes and the node name, title, connections
cy.get('.hierarchy').find('.root-level ul.node-children').children()
.should('have.length', 2)
.first()
.as('first-child');
cy.get('@first-child').get('.node-name').contains('Test Employee 1');
cy.get('@first-child').get('.node-info').find('.node-title').contains('CEO');
cy.get('@first-child').get('.node-info').find('.node-connections').contains('· 2 Connections');
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
// children of 1st root visible
cy.get(`div[data-parent="${employee_records.message[0]}"]`).as('child-node');
cy.get('@child-node')
.should('have.length', 1)
.should('be.visible');
cy.get('@child-node').get('.node-name').contains('Test Employee 3');
// connectors between first root node and immediate child
cy.get(`path[data-parent="${employee_records.message[0]}"]`)
.should('be.visible')
.invoke('attr', 'data-child')
.should('equal', employee_records.message[2]);
});
});
it('hides active nodes children and connectors on expanding sibling node', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
// click sibling
cy.get(`#${employee_records.message[1]}`)
.click()
.should('have.class', 'active');
// child nodes and connectors hidden
cy.get(`[data-parent="${employee_records.message[0]}"]`).should('not.be.visible');
cy.get(`path[data-parent="${employee_records.message[0]}"]`).should('not.be.visible');
});
});
it('collapses previous level nodes and refreshes connectors on expanding child node', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
// click child node
cy.get(`#${employee_records.message[3]}`)
.click()
.should('have.class', 'active');
// previous level nodes: parent should be on active-path; other nodes should be collapsed
cy.get(`#${employee_records.message[0]}`).should('have.class', 'collapsed');
cy.get(`#${employee_records.message[1]}`).should('have.class', 'active-path');
// previous level connectors refreshed
cy.get(`path[data-parent="${employee_records.message[1]}"]`)
.should('have.class', 'collapsed-connector');
// child node's children and connectors rendered
cy.get(`[data-parent="${employee_records.message[3]}"]`).should('be.visible');
cy.get(`path[data-parent="${employee_records.message[3]}"]`).should('be.visible');
});
});
it('expands previous level nodes', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
cy.get(`#${employee_records.message[0]}`)
.click()
.should('have.class', 'active');
cy.get(`[data-parent="${employee_records.message[0]}"]`)
.should('be.visible');
cy.get('ul.hierarchy').children().should('have.length', 2);
cy.get(`#connectors`).children().should('have.length', 1);
});
});
it('edit node navigates to employee master', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
cy.get(`#${employee_records.message[0]}`).find('.btn-edit-node')
.click();
cy.url().should('include', `/employee/${employee_records.message[0]}`);
});
});
});

195
cypress/integration/test_organizational_chart_mobile.js
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@ -1,195 +0,0 @@
context('Organizational Chart Mobile', () => {
before(() => {
cy.login();
cy.visit('/app/website');
});
it('navigates to org chart', () => {
cy.viewport(375, 667);
cy.visit('/app');
cy.visit('/app/organizational-chart');
cy.url().should('include', '/organizational-chart');
cy.window().its('frappe.csrf_token').then(csrf_token => {
return cy.request({
url: `/api/method/erpnext.tests.ui_test_helpers.create_employee_records`,
method: 'POST',
headers: {
Accept: 'application/json',
'Content-Type': 'application/json',
'X-Frappe-CSRF-Token': csrf_token
},
timeout: 60000
}).then(res => {
expect(res.status).eq(200);
cy.get('.frappe-control[data-fieldname=company] input').focus().as('input');
cy.get('@input')
.clear({ force: true })
.type('Test Org Chart{downarrow}{enter}', { force: true })
.blur({ force: true });
});
});
});
it('renders root nodes', () => {
// check rendered root nodes and the node name, title, connections
cy.get('.hierarchy-mobile').find('.root-level').children()
.should('have.length', 2)
.first()
.as('first-child');
cy.get('@first-child').get('.node-name').contains('Test Employee 1');
cy.get('@first-child').get('.node-info').find('.node-title').contains('CEO');
cy.get('@first-child').get('.node-info').find('.node-connections').contains('· 2');
});
it('expands root node', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
cy.get(`#${employee_records.message[1]}`)
.click()
.should('have.class', 'active');
// other root node removed
cy.get(`#${employee_records.message[0]}`).should('not.exist');
// children of active root node
cy.get('.hierarchy-mobile').find('.level').first().find('ul.node-children').children()
.should('have.length', 2);
cy.get(`div[data-parent="${employee_records.message[1]}"]`).first().as('child-node');
cy.get('@child-node').should('be.visible');
cy.get('@child-node')
.get('.node-name')
.contains('Test Employee 4');
// connectors between root node and immediate children
cy.get(`path[data-parent="${employee_records.message[1]}"]`).as('connectors');
cy.get('@connectors')
.should('have.length', 2)
.should('be.visible');
cy.get('@connectors')
.first()
.invoke('attr', 'data-child')
.should('eq', employee_records.message[3]);
});
});
it('expands child node', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
cy.get(`#${employee_records.message[3]}`)
.click()
.should('have.class', 'active')
.as('expanded_node');
// 2 levels on screen; 1 on active path; 1 collapsed
cy.get('.hierarchy-mobile').children().should('have.length', 2);
cy.get(`#${employee_records.message[1]}`).should('have.class', 'active-path');
// children of expanded node visible
cy.get('@expanded_node')
.next()
.should('have.class', 'node-children')
.as('node-children');
cy.get('@node-children').children().should('have.length', 1);
cy.get('@node-children')
.first()
.get('.node-card')
.should('have.class', 'active-child')
.contains('Test Employee 7');
// orphan connectors removed
cy.get(`#connectors`).children().should('have.length', 2);
});
});
it('renders sibling group', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
// sibling group visible for parent
cy.get(`#${employee_records.message[1]}`)
.next()
.as('sibling_group');
cy.get('@sibling_group')
.should('have.attr', 'data-parent', 'undefined')
.should('have.class', 'node-group')
.and('have.class', 'collapsed');
cy.get('@sibling_group').get('.avatar-group').children().as('siblings');
cy.get('@siblings').should('have.length', 1);
cy.get('@siblings')
.first()
.should('have.attr', 'title', 'Test Employee 1');
});
});
it('expands previous level nodes', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
cy.get(`#${employee_records.message[6]}`)
.click()
.should('have.class', 'active');
// clicking on previous level node should remove all the nodes ahead
// and expand that node
cy.get(`#${employee_records.message[3]}`).click();
cy.get(`#${employee_records.message[3]}`)
.should('have.class', 'active')
.should('not.have.class', 'active-path');
cy.get(`#${employee_records.message[6]}`).should('have.class', 'active-child');
cy.get('.hierarchy-mobile').children().should('have.length', 2);
cy.get(`#connectors`).children().should('have.length', 2);
});
});
it('expands sibling group', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
// sibling group visible for parent
cy.get(`#${employee_records.message[6]}`).click();
cy.get(`#${employee_records.message[3]}`)
.next()
.click();
// siblings of parent should be visible
cy.get('.hierarchy-mobile').prev().as('sibling_group');
cy.get('@sibling_group')
.should('exist')
.should('have.class', 'sibling-group')
.should('not.have.class', 'collapsed');
cy.get(`#${employee_records.message[1]}`)
.should('be.visible')
.should('have.class', 'active');
cy.get(`[data-parent="${employee_records.message[1]}"]`)
.should('be.visible')
.should('have.length', 2)
.should('have.class', 'active-child');
});
});
it('goes to the respective level after clicking on non-collapsed sibling group', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(() => {
// click on non-collapsed sibling group
cy.get('.hierarchy-mobile')
.prev()
.click();
// should take you to that level
cy.get('.hierarchy-mobile').find('li.level .node-card').should('have.length', 2);
});
});
it('edit node navigates to employee master', () => {
cy.call('erpnext.tests.ui_test_helpers.get_employee_records').then(employee_records => {
cy.get(`#${employee_records.message[0]}`).find('.btn-edit-node')
.click();
cy.url().should('include', `/employee/${employee_records.message[0]}`);
});
});
});

17
cypress/plugins/index.js
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@ -1,17 +0,0 @@
// ***********************************************************
// This example plugins/index.js can be used to load plugins
//
// You can change the location of this file or turn off loading
// the plugins file with the 'pluginsFile' configuration option.
//
// You can read more here:
// https://on.cypress.io/plugins-guide
// ***********************************************************
// This function is called when a project is opened or re-opened (e.g. due to
// the project's config changing)
module.exports = () => {
// `on` is used to hook into various events Cypress emits
// `config` is the resolved Cypress config
};

31
cypress/support/commands.js
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@ -1,31 +0,0 @@
// ***********************************************
// This example commands.js shows you how to
// create various custom commands and overwrite
// existing commands.
//
// For more comprehensive examples of custom
// commands please read more here:
// https://on.cypress.io/custom-commands
// ***********************************************
//
//
// -- This is a parent command --
// Cypress.Commands.add("login", (email, password) => { ... });
//
//
// -- This is a child command --
// Cypress.Commands.add("drag", { prevSubject: 'element'}, (subject, options) => { ... });
//
//
// -- This is a dual command --
// Cypress.Commands.add("dismiss", { prevSubject: 'optional'}, (subject, options) => { ... });
//
//
// -- This is will overwrite an existing command --
// Cypress.Commands.overwrite("visit", (originalFn, url, options) => { ... });
const slug = (name) => name.toLowerCase().replace(" ", "-");
Cypress.Commands.add("go_to_doc", (doctype, name) => {
cy.visit(`/app/${slug(doctype)}/${encodeURIComponent(name)}`);
});

26
cypress/support/index.js
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@ -1,26 +0,0 @@
// ***********************************************************
// This example support/index.js is processed and
// loaded automatically before your test files.
//
// This is a great place to put global configuration and
// behavior that modifies Cypress.
//
// You can change the location of this file or turn off
// automatically serving support files with the
// 'supportFile' configuration option.
//
// You can read more here:
// https://on.cypress.io/configuration
// ***********************************************************
// Import commands.js using ES2015 syntax:
import './commands';
import '../../../frappe/cypress/support/commands' // eslint-disable-line
// Alternatively you can use CommonJS syntax:
// require('./commands')
Cypress.Cookies.defaults({
preserve: 'sid'
});

12
cypress/tsconfig.json
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@ -1,12 +0,0 @@
{
"compilerOptions": {
"allowJs": true,
"baseUrl": "../node_modules",
"types": [
"cypress"
]
},
"include": [
"**/*.*"
]
}

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

@ -94,7 +94,7 @@ class JournalEntry(AccountsController):
unlink_ref_doc_from_payment_entries(self)
unlink_ref_doc_from_salary_slip(self.name)
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry")
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Payment Ledger Entry")
self.make_gl_entries(1)
self.update_advance_paid()
self.update_expense_claim()

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

@ -95,7 +95,7 @@ class PaymentEntry(AccountsController):
self.set_status()
def on_cancel(self):
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry")
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Payment Ledger Entry")
self.make_gl_entries(cancel=1)
self.update_expense_claim()
self.update_outstanding_amounts()

0
erpnext/erpnext_integrations/data_migration_mapping/__init__.py → erpnext/accounts/doctype/payment_ledger_entry/__init__.py
View File

8
erpnext/accounts/doctype/payment_ledger_entry/payment_ledger_entry.js Normal file
View File

@ -0,0 +1,8 @@
// Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Payment Ledger Entry', {
// refresh: function(frm) {
// }
});

178
erpnext/accounts/doctype/payment_ledger_entry/payment_ledger_entry.json Normal file
View File

@ -0,0 +1,178 @@
{
"actions": [],
"allow_rename": 1,
"creation": "2022-05-09 19:35:03.334361",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"posting_date",
"company",
"account_type",
"account",
"party_type",
"party",
"due_date",
"cost_center",
"finance_book",
"voucher_type",
"voucher_no",
"against_voucher_type",
"against_voucher_no",
"amount",
"account_currency",
"amount_in_account_currency",
"delinked"
],
"fields": [
{
"fieldname": "posting_date",
"fieldtype": "Date",
"label": "Posting Date"
},
{
"fieldname": "account_type",
"fieldtype": "Select",
"label": "Account Type",
"options": "Receivable\nPayable"
},
{
"fieldname": "account",
"fieldtype": "Link",
"label": "Account",
"options": "Account"
},
{
"fieldname": "party_type",
"fieldtype": "Link",
"label": "Party Type",
"options": "DocType"
},
{
"fieldname": "party",
"fieldtype": "Dynamic Link",
"label": "Party",
"options": "party_type"
},
{
"fieldname": "voucher_type",
"fieldtype": "Link",
"in_standard_filter": 1,
"label": "Voucher Type",
"options": "DocType"
},
{
"fieldname": "voucher_no",
"fieldtype": "Dynamic Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Voucher No",
"options": "voucher_type"
},
{
"fieldname": "against_voucher_type",
"fieldtype": "Link",
"in_standard_filter": 1,
"label": "Against Voucher Type",
"options": "DocType"
},
{
"fieldname": "against_voucher_no",
"fieldtype": "Dynamic Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Against Voucher No",
"options": "against_voucher_type"
},
{
"fieldname": "amount",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Amount",
"options": "Company:company:default_currency"
},
{
"fieldname": "account_currency",
"fieldtype": "Link",
"label": "Currency",
"options": "Currency"
},
{
"fieldname": "amount_in_account_currency",
"fieldtype": "Currency",
"label": "Amount in Account Currency",
"options": "account_currency"
},
{
"default": "0",
"fieldname": "delinked",
"fieldtype": "Check",
"in_list_view": 1,
"label": "DeLinked"
},
{
"fieldname": "company",
"fieldtype": "Link",
"label": "Company",
"options": "Company"
},
{
"fieldname": "cost_center",
"fieldtype": "Link",
"label": "Cost Center",
"options": "Cost Center"
},
{
"fieldname": "due_date",
"fieldtype": "Date",
"label": "Due Date"
},
{
"fieldname": "finance_book",
"fieldtype": "Link",
"label": "Finance Book",
"options": "Finance Book"
}
],
"in_create": 1,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2022-05-30 19:04:55.532171",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Payment Ledger Entry",
"owner": "Administrator",
"permissions": [
{
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
"share": 1
},
{
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
"share": 1
},
{
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Auditor",
"share": 1
}
],
"search_fields": "voucher_no, against_voucher_no",
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

22
erpnext/accounts/doctype/payment_ledger_entry/payment_ledger_entry.py Normal file
View File

@ -0,0 +1,22 @@
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
import frappe
from frappe import _
from frappe.model.document import Document
class PaymentLedgerEntry(Document):
def validate_account(self):
valid_account = frappe.db.get_list(
"Account",
"name",
filters={"name": self.account, "account_type": self.account_type, "company": self.company},
ignore_permissions=True,
)
if not valid_account:
frappe.throw(_("{0} account is not of type {1}").format(self.account, self.account_type))
def validate(self):
self.validate_account()

408
erpnext/accounts/doctype/payment_ledger_entry/test_payment_ledger_entry.py Normal file
View File

@ -0,0 +1,408 @@
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
import frappe
from frappe import qb
from frappe.tests.utils import FrappeTestCase
from frappe.utils import nowdate
from erpnext.accounts.doctype.payment_entry.payment_entry import get_payment_entry
from erpnext.accounts.doctype.payment_entry.test_payment_entry import create_payment_entry
from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sales_invoice
from erpnext.stock.doctype.item.test_item import create_item
class TestPaymentLedgerEntry(FrappeTestCase):
def setUp(self):
self.ple = qb.DocType("Payment Ledger Entry")
self.create_company()
self.create_item()
self.create_customer()
self.clear_old_entries()
def tearDown(self):
frappe.db.rollback()
def create_company(self):
company_name = "_Test Payment Ledger"
company = None
if frappe.db.exists("Company", company_name):
company = frappe.get_doc("Company", company_name)
else:
company = frappe.get_doc(
{
"doctype": "Company",
"company_name": company_name,
"country": "India",
"default_currency": "INR",
"create_chart_of_accounts_based_on": "Standard Template",
"chart_of_accounts": "Standard",
}
)
company = company.save()
self.company = company.name
self.cost_center = company.cost_center
self.warehouse = "All Warehouses - _PL"
self.income_account = "Sales - _PL"
self.expense_account = "Cost of Goods Sold - _PL"
self.debit_to = "Debtors - _PL"
self.creditors = "Creditors - _PL"
# create bank account
if frappe.db.exists("Account", "HDFC - _PL"):
self.bank = "HDFC - _PL"
else:
bank_acc = frappe.get_doc(
{
"doctype": "Account",
"account_name": "HDFC",
"parent_account": "Bank Accounts - _PL",
"company": self.company,
}
)
bank_acc.save()
self.bank = bank_acc.name
def create_item(self):
item_name = "_Test PL Item"
item = create_item(
item_code=item_name, is_stock_item=0, company=self.company, warehouse=self.warehouse
)
self.item = item if isinstance(item, str) else item.item_code
def create_customer(self):
name = "_Test PL Customer"
if frappe.db.exists("Customer", name):
self.customer = name
else:
customer = frappe.new_doc("Customer")
customer.customer_name = name
customer.type = "Individual"
customer.save()
self.customer = customer.name
def create_sales_invoice(
self, qty=1, rate=100, posting_date=nowdate(), do_not_save=False, do_not_submit=False
):
"""
Helper function to populate default values in sales invoice
"""
sinv = create_sales_invoice(
qty=qty,
rate=rate,
company=self.company,
customer=self.customer,
item_code=self.item,
item_name=self.item,
cost_center=self.cost_center,
warehouse=self.warehouse,
debit_to=self.debit_to,
parent_cost_center=self.cost_center,
update_stock=0,
currency="INR",
is_pos=0,
is_return=0,
return_against=None,
income_account=self.income_account,
expense_account=self.expense_account,
do_not_save=do_not_save,
do_not_submit=do_not_submit,
)
return sinv
def create_payment_entry(self, amount=100, posting_date=nowdate()):
"""
Helper function to populate default values in payment entry
"""
payment = create_payment_entry(
company=self.company,
payment_type="Receive",
party_type="Customer",
party=self.customer,
paid_from=self.debit_to,
paid_to=self.bank,
paid_amount=amount,
)
payment.posting_date = posting_date
return payment
def clear_old_entries(self):
doctype_list = [
"GL Entry",
"Payment Ledger Entry",
"Sales Invoice",
"Purchase Invoice",
"Payment Entry",
"Journal Entry",
]
for doctype in doctype_list:
qb.from_(qb.DocType(doctype)).delete().where(qb.DocType(doctype).company == self.company).run()
def create_journal_entry(
self, acc1=None, acc2=None, amount=0, posting_date=None, cost_center=None
):
je = frappe.new_doc("Journal Entry")
je.posting_date = posting_date or nowdate()
je.company = self.company
je.user_remark = "test"
if not cost_center:
cost_center = self.cost_center
je.set(
"accounts",
[
{
"account": acc1,
"cost_center": cost_center,
"debit_in_account_currency": amount if amount > 0 else 0,
"credit_in_account_currency": abs(amount) if amount < 0 else 0,
},
{
"account": acc2,
"cost_center": cost_center,
"credit_in_account_currency": amount if amount > 0 else 0,
"debit_in_account_currency": abs(amount) if amount < 0 else 0,
},
],
)
return je
def test_payment_against_invoice(self):
transaction_date = nowdate()
amount = 100
ple = self.ple
# full payment using PE
si1 = self.create_sales_invoice(qty=1, rate=amount, posting_date=transaction_date)
pe1 = get_payment_entry(si1.doctype, si1.name).save().submit()
pl_entries = (
qb.from_(ple)
.select(
ple.voucher_type,
ple.voucher_no,
ple.against_voucher_type,
ple.against_voucher_no,
ple.amount,
ple.delinked,
)
.where((ple.against_voucher_type == si1.doctype) & (ple.against_voucher_no == si1.name))
.orderby(ple.creation)
.run(as_dict=True)
)
expected_values = [
{
"voucher_type": si1.doctype,
"voucher_no": si1.name,
"against_voucher_type": si1.doctype,
"against_voucher_no": si1.name,
"amount": amount,
"delinked": 0,
},
{
"voucher_type": pe1.doctype,
"voucher_no": pe1.name,
"against_voucher_type": si1.doctype,
"against_voucher_no": si1.name,
"amount": -amount,
"delinked": 0,
},
]
self.assertEqual(pl_entries[0], expected_values[0])
self.assertEqual(pl_entries[1], expected_values[1])
def test_partial_payment_against_invoice(self):
ple = self.ple
transaction_date = nowdate()
amount = 100
# partial payment of invoice using PE
si2 = self.create_sales_invoice(qty=1, rate=amount, posting_date=transaction_date)
pe2 = get_payment_entry(si2.doctype, si2.name)
pe2.get("references")[0].allocated_amount = 50
pe2.get("references")[0].outstanding_amount = 50
pe2 = pe2.save().submit()
pl_entries = (
qb.from_(ple)
.select(
ple.voucher_type,
ple.voucher_no,
ple.against_voucher_type,
ple.against_voucher_no,
ple.amount,
ple.delinked,
)
.where((ple.against_voucher_type == si2.doctype) & (ple.against_voucher_no == si2.name))
.orderby(ple.creation)
.run(as_dict=True)
)
expected_values = [
{
"voucher_type": si2.doctype,
"voucher_no": si2.name,
"against_voucher_type": si2.doctype,
"against_voucher_no": si2.name,
"amount": amount,
"delinked": 0,
},
{
"voucher_type": pe2.doctype,
"voucher_no": pe2.name,
"against_voucher_type": si2.doctype,
"against_voucher_no": si2.name,
"amount": -50,
"delinked": 0,
},
]
self.assertEqual(pl_entries[0], expected_values[0])
self.assertEqual(pl_entries[1], expected_values[1])
def test_cr_note_against_invoice(self):
ple = self.ple
transaction_date = nowdate()
amount = 100
# reconcile against return invoice
si3 = self.create_sales_invoice(qty=1, rate=amount, posting_date=transaction_date)
cr_note1 = self.create_sales_invoice(
qty=-1, rate=amount, posting_date=transaction_date, do_not_save=True, do_not_submit=True
)
cr_note1.is_return = 1
cr_note1.return_against = si3.name
cr_note1 = cr_note1.save().submit()
pl_entries = (
qb.from_(ple)
.select(
ple.voucher_type,
ple.voucher_no,
ple.against_voucher_type,
ple.against_voucher_no,
ple.amount,
ple.delinked,
)
.where((ple.against_voucher_type == si3.doctype) & (ple.against_voucher_no == si3.name))
.orderby(ple.creation)
.run(as_dict=True)
)
expected_values = [
{
"voucher_type": si3.doctype,
"voucher_no": si3.name,
"against_voucher_type": si3.doctype,
"against_voucher_no": si3.name,
"amount": amount,
"delinked": 0,
},
{
"voucher_type": cr_note1.doctype,
"voucher_no": cr_note1.name,
"against_voucher_type": si3.doctype,
"against_voucher_no": si3.name,
"amount": -amount,
"delinked": 0,
},
]
self.assertEqual(pl_entries[0], expected_values[0])
self.assertEqual(pl_entries[1], expected_values[1])
def test_je_against_inv_and_note(self):
ple = self.ple
transaction_date = nowdate()
amount = 100
# reconcile against return invoice using JE
si4 = self.create_sales_invoice(qty=1, rate=amount, posting_date=transaction_date)
cr_note2 = self.create_sales_invoice(
qty=-1, rate=amount, posting_date=transaction_date, do_not_save=True, do_not_submit=True
)
cr_note2.is_return = 1
cr_note2 = cr_note2.save().submit()
je1 = self.create_journal_entry(
self.debit_to, self.debit_to, amount, posting_date=transaction_date
)
je1.get("accounts")[0].party_type = je1.get("accounts")[1].party_type = "Customer"
je1.get("accounts")[0].party = je1.get("accounts")[1].party = self.customer
je1.get("accounts")[0].reference_type = cr_note2.doctype
je1.get("accounts")[0].reference_name = cr_note2.name
je1.get("accounts")[1].reference_type = si4.doctype
je1.get("accounts")[1].reference_name = si4.name
je1 = je1.save().submit()
pl_entries_for_invoice = (
qb.from_(ple)
.select(
ple.voucher_type,
ple.voucher_no,
ple.against_voucher_type,
ple.against_voucher_no,
ple.amount,
ple.delinked,
)
.where((ple.against_voucher_type == si4.doctype) & (ple.against_voucher_no == si4.name))
.orderby(ple.creation)
.run(as_dict=True)
)
expected_values = [
{
"voucher_type": si4.doctype,
"voucher_no": si4.name,
"against_voucher_type": si4.doctype,
"against_voucher_no": si4.name,
"amount": amount,
"delinked": 0,
},
{
"voucher_type": je1.doctype,
"voucher_no": je1.name,
"against_voucher_type": si4.doctype,
"against_voucher_no": si4.name,
"amount": -amount,
"delinked": 0,
},
]
self.assertEqual(pl_entries_for_invoice[0], expected_values[0])
self.assertEqual(pl_entries_for_invoice[1], expected_values[1])
pl_entries_for_crnote = (
qb.from_(ple)
.select(
ple.voucher_type,
ple.voucher_no,
ple.against_voucher_type,
ple.against_voucher_no,
ple.amount,
ple.delinked,
)
.where(
(ple.against_voucher_type == cr_note2.doctype) & (ple.against_voucher_no == cr_note2.name)
)
.orderby(ple.creation)
.run(as_dict=True)
)
expected_values = [
{
"voucher_type": cr_note2.doctype,
"voucher_no": cr_note2.name,
"against_voucher_type": cr_note2.doctype,
"against_voucher_no": cr_note2.name,
"amount": -amount,
"delinked": 0,
},
{
"voucher_type": je1.doctype,
"voucher_no": je1.name,
"against_voucher_type": cr_note2.doctype,
"against_voucher_no": cr_note2.name,
"amount": amount,
"delinked": 0,
},
]
self.assertEqual(pl_entries_for_crnote[0], expected_values[0])
self.assertEqual(pl_entries_for_crnote[1], expected_values[1])

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

@ -54,8 +54,8 @@ class PeriodClosingVoucher(AccountsController):
pce = frappe.db.sql(
"""select name from `tabPeriod Closing Voucher`
where posting_date > %s and fiscal_year = %s and docstatus = 1""",
(self.posting_date, self.fiscal_year),
where posting_date > %s and fiscal_year = %s and docstatus = 1 and company = %s""",
(self.posting_date, self.fiscal_year, self.company),
)
if pce and pce[0][0]:
frappe.throw(

9
erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py
View File

@ -78,6 +78,8 @@ class TestPeriodClosingVoucher(unittest.TestCase):
expense_account="Cost of Goods Sold - TPC",
rate=400,
debit_to="Debtors - TPC",
currency="USD",
customer="_Test Customer USD",
)
create_sales_invoice(
company=company,
@ -86,6 +88,8 @@ class TestPeriodClosingVoucher(unittest.TestCase):
expense_account="Cost of Goods Sold - TPC",
rate=200,
debit_to="Debtors - TPC",
currency="USD",
customer="_Test Customer USD",
)
pcv = self.make_period_closing_voucher(submit=False)
@ -119,14 +123,17 @@ class TestPeriodClosingVoucher(unittest.TestCase):
surplus_account = create_account()
cost_center = create_cost_center("Test Cost Center 1")
create_sales_invoice(
si = create_sales_invoice(
company=company,
income_account="Sales - TPC",
expense_account="Cost of Goods Sold - TPC",
cost_center=cost_center,
rate=400,
debit_to="Debtors - TPC",
currency="USD",
customer="_Test Customer USD",
)
jv = make_journal_entry(
account1="Cash - TPC",
account2="Sales - TPC",

30
erpnext/accounts/doctype/pos_closing_entry/pos_closing_entry.js
View File

@ -102,7 +102,9 @@ frappe.ui.form.on('POS Closing Entry', {
});
},
before_save: function(frm) {
before_save: async function(frm) {
frappe.dom.freeze(__('Processing Sales! Please Wait...'));
frm.set_value("grand_total", 0);
frm.set_value("net_total", 0);
frm.set_value("total_quantity", 0);
@ -112,17 +114,23 @@ frappe.ui.form.on('POS Closing Entry', {
row.expected_amount = row.opening_amount;
}
for (let row of frm.doc.pos_transactions) {
frappe.db.get_doc("POS Invoice", row.pos_invoice).then(doc => {
frm.doc.grand_total += flt(doc.grand_total);
frm.doc.net_total += flt(doc.net_total);
frm.doc.total_quantity += flt(doc.total_qty);
refresh_payments(doc, frm);
refresh_taxes(doc, frm);
refresh_fields(frm);
set_html_data(frm);
});
const pos_inv_promises = frm.doc.pos_transactions.map(
row => frappe.db.get_doc("POS Invoice", row.pos_invoice)
);
const pos_invoices = await Promise.all(pos_inv_promises);
for (let doc of pos_invoices) {
frm.doc.grand_total += flt(doc.grand_total);
frm.doc.net_total += flt(doc.net_total);
frm.doc.total_quantity += flt(doc.total_qty);
refresh_payments(doc, frm);
refresh_taxes(doc, frm);
refresh_fields(frm);
set_html_data(frm);
}
frappe.dom.unfreeze();
}
});

1
erpnext/accounts/doctype/pos_invoice/pos_invoice.py
View File

@ -96,6 +96,7 @@ class POSInvoice(SalesInvoice):
)
def on_cancel(self):
self.ignore_linked_doctypes = "Payment Ledger Entry"
# run on cancel method of selling controller
super(SalesInvoice, self).on_cancel()
if not self.is_return and self.loyalty_program:

2
erpnext/accounts/doctype/pricing_rule/test_pricing_rule.py
View File

@ -752,7 +752,7 @@ class TestPricingRule(unittest.TestCase):
title="_Test Pricing Rule with Min Qty - 2",
)
si = create_sales_invoice(do_not_submit=True, customer="_Test Customer 1", qty=1, currency="USD")
si = create_sales_invoice(do_not_submit=True, customer="_Test Customer 1", qty=1)
item = si.items[0]
item.stock_qty = 1
si.save()

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

@ -45,8 +45,6 @@ erpnext.accounts.PurchaseInvoice = class PurchaseInvoice extends erpnext.buying.
if (this.frm.doc.supplier && this.frm.doc.__islocal) {
this.frm.trigger('supplier');
}
erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
}
refresh(doc) {

18
erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py
View File

@ -545,7 +545,16 @@ class PurchaseInvoice(BuyingController):
from_repost=from_repost,
)
elif self.docstatus == 2:
provisional_entries = [a for a in gl_entries if a.voucher_type == "Purchase Receipt"]
make_reverse_gl_entries(voucher_type=self.doctype, voucher_no=self.name)
if provisional_entries:
for entry in provisional_entries:
frappe.db.set_value(
"GL Entry",
{"voucher_type": "Purchase Receipt", "voucher_detail_no": entry.voucher_detail_no},
"is_cancelled",
1,
)
if update_outstanding == "No":
update_outstanding_amt(
@ -1127,7 +1136,7 @@ class PurchaseInvoice(BuyingController):
# Stock ledger value is not matching with the warehouse amount
if (
self.update_stock
and voucher_wise_stock_value.get(item.name)
and voucher_wise_stock_value.get((item.name, item.warehouse))
and warehouse_debit_amount
!= flt(voucher_wise_stock_value.get((item.name, item.warehouse)), net_amt_precision)
):
@ -1418,7 +1427,12 @@ class PurchaseInvoice(BuyingController):
frappe.db.set(self, "status", "Cancelled")
unlink_inter_company_doc(self.doctype, self.name, self.inter_company_invoice_reference)
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Repost Item Valuation")
self.ignore_linked_doctypes = (
"GL Entry",
"Stock Ledger Entry",
"Repost Item Valuation",
"Payment Ledger Entry",
)
self.update_advance_tax_references(cancel=1)
def update_project(self):

89
erpnext/accounts/doctype/purchase_invoice/test_purchase_invoice.py
View File

@ -27,12 +27,13 @@ from erpnext.stock.doctype.purchase_receipt.test_purchase_receipt import (
make_purchase_receipt,
)
from erpnext.stock.doctype.stock_entry.test_stock_entry import get_qty_after_transaction
from erpnext.stock.tests.test_utils import StockTestMixin
test_dependencies = ["Item", "Cost Center", "Payment Term", "Payment Terms Template"]
test_ignore = ["Serial No"]
class TestPurchaseInvoice(unittest.TestCase):
class TestPurchaseInvoice(unittest.TestCase, StockTestMixin):
@classmethod
def setUpClass(self):
unlink_payment_on_cancel_of_invoice()
@ -693,6 +694,80 @@ class TestPurchaseInvoice(unittest.TestCase):
self.assertEqual(expected_values[gle.account][0], gle.debit)
self.assertEqual(expected_values[gle.account][1], gle.credit)
def test_standalone_return_using_pi(self):
from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
item = self.make_item().name
company = "_Test Company with perpetual inventory"
warehouse = "Stores - TCP1"
make_stock_entry(item_code=item, target=warehouse, qty=50, rate=120)
return_pi = make_purchase_invoice(
is_return=1,
item=item,
qty=-10,
update_stock=1,
rate=100,
company=company,
warehouse=warehouse,
cost_center="Main - TCP1",
)
# assert that stock consumption is with actual rate
self.assertGLEs(
return_pi,
[{"credit": 1200, "debit": 0}],
gle_filters={"account": "Stock In Hand - TCP1"},
)
# assert loss booked in COGS
self.assertGLEs(
return_pi,
[{"credit": 0, "debit": 200}],
gle_filters={"account": "Cost of Goods Sold - TCP1"},
)
def test_return_with_lcv(self):
from erpnext.controllers.sales_and_purchase_return import make_return_doc
from erpnext.stock.doctype.landed_cost_voucher.test_landed_cost_voucher import (
create_landed_cost_voucher,
)
item = self.make_item().name
company = "_Test Company with perpetual inventory"
warehouse = "Stores - TCP1"
cost_center = "Main - TCP1"
pi = make_purchase_invoice(
item=item,
company=company,
warehouse=warehouse,
cost_center=cost_center,
update_stock=1,
qty=10,
rate=100,
)
# Create landed cost voucher - will increase valuation of received item by 10
create_landed_cost_voucher("Purchase Invoice", pi.name, pi.company, charges=100)
return_pi = make_return_doc(pi.doctype, pi.name)
return_pi.save().submit()
# assert that stock consumption is with actual in rate
self.assertGLEs(
return_pi,
[{"credit": 1100, "debit": 0}],
gle_filters={"account": "Stock In Hand - TCP1"},
)
# assert loss booked in COGS
self.assertGLEs(
return_pi,
[{"credit": 0, "debit": 100}],
gle_filters={"account": "Cost of Goods Sold - TCP1"},
)
def test_multi_currency_gle(self):
pi = make_purchase_invoice(
supplier="_Test Supplier USD",
@ -1526,6 +1601,18 @@ class TestPurchaseInvoice(unittest.TestCase):
check_gl_entries(self, pr.name, expected_gle_for_purchase_receipt, pr.posting_date)
# Cancel purchase invoice to check reverse provisional entry cancellation
pi.cancel()
expected_gle_for_purchase_receipt_post_pi_cancel = [
["Provision Account - _TC", 0, 250, pi.posting_date],
["_Test Account Cost for Goods Sold - _TC", 250, 0, pi.posting_date],
]
check_gl_entries(
self, pr.name, expected_gle_for_purchase_receipt_post_pi_cancel, pr.posting_date
)
company.enable_provisional_accounting_for_non_stock_items = 0
company.save()

9
erpnext/accounts/doctype/purchase_taxes_and_charges_template/purchase_taxes_and_charges_template.json
View File

@ -1,10 +1,12 @@
{
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"creation": "2013-01-10 16:34:08",
"description": "Standard tax template that can be applied to all Purchase Transactions. This template can contain list of tax heads and also other expense heads like \"Shipping\", \"Insurance\", \"Handling\" etc.\n\n#### Note\n\nThe tax rate you define here will be the standard tax rate for all **Items**. If there are **Items** that have different rates, they must be added in the **Item Tax** table in the **Item** master.\n\n#### Description of Columns\n\n1. Calculation Type: \n - This can be on **Net Total** (that is the sum of basic amount).\n - **On Previous Row Total / Amount** (for cumulative taxes or charges). If you select this option, the tax will be applied as a percentage of the previous row (in the tax table) amount or total.\n - **Actual** (as mentioned).\n2. Account Head: The Account ledger under which this tax will be booked\n3. Cost Center: If the tax / charge is an income (like shipping) or expense it needs to be booked against a Cost Center.\n4. Description: Description of the tax (that will be printed in invoices / quotes).\n5. Rate: Tax rate.\n6. Amount: Tax amount.\n7. Total: Cumulative total to this point.\n8. Enter Row: If based on \"Previous Row Total\" you can select the row number which will be taken as a base for this calculation (default is the previous row).\n9. Consider Tax or Charge for: In this section you can specify if the tax / charge is only for valuation (not a part of total) or only for total (does not add value to the item) or for both.\n10. Add or Deduct: Whether you want to add or deduct the tax.",
"doctype": "DocType",
"document_type": "Setup",
"engine": "InnoDB",
"field_order": [
"title",
"is_default",
@ -74,7 +76,8 @@
],
"icon": "fa fa-money",
"idx": 1,
"modified": "2019-11-25 13:05:26.220275",
"links": [],
"modified": "2022-05-16 16:15:29.059370",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Taxes and Charges Template",
@ -103,6 +106,10 @@
"role": "Purchase User"
}
],
"show_title_field_in_link": 1,
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"title_field": "title",
"track_changes": 1
}

48
erpnext/accounts/doctype/sales_invoice/sales_invoice.js
View File

@ -52,7 +52,6 @@ erpnext.accounts.SalesInvoiceController = class SalesInvoiceController extends e
me.frm.refresh_fields();
}
erpnext.queries.setup_warehouse_query(this.frm);
erpnext.accounts.dimensions.setup_dimension_filters(this.frm, this.frm.doctype);
}
refresh(doc, dt, dn) {
@ -861,27 +860,44 @@ frappe.ui.form.on('Sales Invoice', {
set_timesheet_data: function(frm, timesheets) {
frm.clear_table("timesheets")
timesheets.forEach(timesheet => {
timesheets.forEach(async (timesheet) => {
if (frm.doc.currency != timesheet.currency) {
frappe.call({
method: "erpnext.setup.utils.get_exchange_rate",
args: {
from_currency: timesheet.currency,
to_currency: frm.doc.currency
},
callback: function(r) {
if (r.message) {
exchange_rate = r.message;
frm.events.append_time_log(frm, timesheet, exchange_rate);
}
}
});
const exchange_rate = await frm.events.get_exchange_rate(
frm, timesheet.currency, frm.doc.currency
)
frm.events.append_time_log(frm, timesheet, exchange_rate)
} else {
frm.events.append_time_log(frm, timesheet, 1.0);
}
});
},
async get_exchange_rate(frm, from_currency, to_currency) {
if (
frm.exchange_rates
&& frm.exchange_rates[from_currency]
&& frm.exchange_rates[from_currency][to_currency]
) {
return frm.exchange_rates[from_currency][to_currency];
}
return frappe.call({
method: "erpnext.setup.utils.get_exchange_rate",
args: {
from_currency,
to_currency
},
callback: function(r) {
if (r.message) {
// cache exchange rates
frm.exchange_rates = frm.exchange_rates || {};
frm.exchange_rates[from_currency] = frm.exchange_rates[from_currency] || {};
frm.exchange_rates[from_currency][to_currency] = r.message;
}
}
});
},
append_time_log: function(frm, time_log, exchange_rate) {
const row = frm.add_child("timesheets");
row.activity_type = time_log.activity_type;
@ -892,7 +908,7 @@ frappe.ui.form.on('Sales Invoice', {
row.billing_hours = time_log.billing_hours;
row.billing_amount = flt(time_log.billing_amount) * flt(exchange_rate);
row.timesheet_detail = time_log.name;
row.project_name = time_log.project_name;
row.project_name = time_log.project_name;
frm.refresh_field("timesheets");
frm.trigger("calculate_timesheet_totals");

4
erpnext/accounts/doctype/sales_invoice/sales_invoice.json
View File

@ -1790,6 +1790,8 @@
"width": "50%"
},
{
"fetch_from": "sales_partner.commission_rate",
"fetch_if_empty": 1,
"fieldname": "commission_rate",
"fieldtype": "Float",
"hide_days": 1,
@ -2038,7 +2040,7 @@
"link_fieldname": "consolidated_invoice"
}
],
"modified": "2022-03-08 16:08:53.517903",
"modified": "2022-06-10 03:52:51.409913",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",

7
erpnext/accounts/doctype/sales_invoice/sales_invoice.py
View File

@ -396,7 +396,12 @@ class SalesInvoice(SellingController):
unlink_inter_company_doc(self.doctype, self.name, self.inter_company_invoice_reference)
self.unlink_sales_invoice_from_timesheets()
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Repost Item Valuation")
self.ignore_linked_doctypes = (
"GL Entry",
"Stock Ledger Entry",
"Repost Item Valuation",
"Payment Ledger Entry",
)
def update_status_updater_args(self):
if cint(self.update_stock):

7
erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template.json
View File

@ -1,4 +1,5 @@
{
"actions": [],
"allow_import": 1,
"allow_rename": 1,
"creation": "2013-01-10 16:34:09",
@ -77,7 +78,8 @@
],
"icon": "fa fa-money",
"idx": 1,
"modified": "2019-11-25 13:06:03.279099",
"links": [],
"modified": "2022-05-16 16:14:52.061672",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Taxes and Charges Template",
@ -113,7 +115,10 @@
"write": 1
}
],
"show_title_field_in_link": 1,
"sort_field": "modified",
"sort_order": "ASC",
"states": [],
"title_field": "title",
"track_changes": 1
}

3
erpnext/accounts/general_ledger.py
View File

@ -14,6 +14,7 @@ from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import (
get_accounting_dimensions,
)
from erpnext.accounts.doctype.budget.budget import validate_expense_against_budget
from erpnext.accounts.utils import create_payment_ledger_entry
class ClosedAccountingPeriod(frappe.ValidationError):
@ -34,6 +35,7 @@ def make_gl_entries(
validate_disabled_accounts(gl_map)
gl_map = process_gl_map(gl_map, merge_entries)
if gl_map and len(gl_map) > 1:
create_payment_ledger_entry(gl_map)
save_entries(gl_map, adv_adj, update_outstanding, from_repost)
# Post GL Map proccess there may no be any GL Entries
elif gl_map:
@ -479,6 +481,7 @@ def make_reverse_gl_entries(
).run(as_dict=1)
if gl_entries:
create_payment_ledger_entry(gl_entries, cancel=1)
validate_accounting_period(gl_entries)
check_freezing_date(gl_entries[0]["posting_date"], adv_adj)
set_as_cancel(gl_entries[0]["voucher_type"], gl_entries[0]["voucher_no"])

2
erpnext/accounts/module_onboarding/accounts/accounts.json
View File

@ -13,7 +13,7 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/accounts",
"idx": 0,
"is_complete": 0,
"modified": "2022-01-18 18:35:52.326688",
"modified": "2022-06-07 14:29:21.352132",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts",

6
erpnext/accounts/onboarding_step/chart_of_accounts/chart_of_accounts.json
View File

@ -1,8 +1,8 @@
{
"action": "Watch Video",
"action": "Go to Page",
"action_label": "Learn more about Chart of Accounts",
"callback_message": "You can continue with the onboarding after exploring this page",
"callback_title": "Awesome Work",
"callback_title": "Explore Chart of Accounts",
"creation": "2020-05-13 19:58:20.928127",
"description": "# Chart Of Accounts\n\nERPNext sets up a simple chart of accounts for each Company you create, but you can modify it according to business and legal requirements.",
"docstatus": 0,
@ -12,7 +12,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-13 11:46:25.878506",
"modified": "2022-06-07 14:21:26.264769",
"modified_by": "Administrator",
"name": "Chart of Accounts",
"owner": "Administrator",

4
erpnext/accounts/onboarding_step/setup_taxes/setup_taxes.json
View File

@ -2,14 +2,14 @@
"action": "Create Entry",
"action_label": "Manage Sales Tax Templates",
"creation": "2020-05-13 19:29:43.844463",
"description": "# Setting up Taxes\n\nERPNext lets you configure your taxes so that they are automatically applied in your buying and selling transactions. You can configure them globally or even on Items. ERPNext taxes are pre-configured for most regions.\n",
"description": "# Setting up Taxes\n\nERPNext lets you configure your taxes so that they are automatically applied in your buying and selling transactions. You can configure them globally or even on Items. ERPNext taxes are pre-configured for most regions.\n\n[Checkout pre-configured taxes](/app/sales-taxes-and-charges-template)\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-13 11:48:37.238610",
"modified": "2022-06-07 14:27:15.906286",
"modified_by": "Administrator",
"name": "Setup Taxes",
"owner": "Administrator",

15
erpnext/accounts/party.py
View File

@ -897,3 +897,18 @@ def get_default_contact(doctype, name):
return None
else:
return None
def add_party_account(party_type, party, company, account):
doc = frappe.get_doc(party_type, party)
account_exists = False
for d in doc.get("accounts"):
if d.account == account:
account_exists = True
if not account_exists:
accounts = {"company": company, "account": account}
doc.append("accounts", accounts)
doc.save()

2
erpnext/accounts/report/accounts_receivable/accounts_receivable.html
View File

@ -42,7 +42,7 @@
{% if(filters.show_future_payments) { %}
{% var balance_row = data.slice(-1).pop();
var start = filters.based_on_payment_terms ? 13 : 11;
var start = report.columns.findIndex((elem) => (elem.fieldname == 'age'));
var range1 = report.columns[start].label;
var range2 = report.columns[start+1].label;
var range3 = report.columns[start+2].label;

10
erpnext/accounts/report/bank_reconciliation_statement/bank_reconciliation_statement.py
View File

@ -198,10 +198,12 @@ def get_loan_entries(filters):
amount_field = (loan_doc.disbursed_amount).as_("credit")
posting_date = (loan_doc.disbursement_date).as_("posting_date")
account = loan_doc.disbursement_account
salary_condition = loan_doc.docstatus == 1
else:
amount_field = (loan_doc.amount_paid).as_("debit")
posting_date = (loan_doc.posting_date).as_("posting_date")
account = loan_doc.payment_account
salary_condition = loan_doc.repay_from_salary == 0
query = (
frappe.qb.from_(loan_doc)
@ -214,14 +216,12 @@ def get_loan_entries(filters):
posting_date,
)
.where(loan_doc.docstatus == 1)
.where(salary_condition)
.where(account == filters.get("account"))
.where(posting_date <= getdate(filters.get("report_date")))
.where(ifnull(loan_doc.clearance_date, "4000-01-01") > getdate(filters.get("report_date")))
)
if doctype == "Loan Repayment":
query.where(loan_doc.repay_from_salary == 0)
entries = query.run(as_dict=1)
loan_docs.extend(entries)
@ -267,15 +267,17 @@ def get_loan_amount(filters):
amount_field = Sum(loan_doc.disbursed_amount)
posting_date = (loan_doc.disbursement_date).as_("posting_date")
account = loan_doc.disbursement_account
salary_condition = loan_doc.docstatus == 1
else:
amount_field = Sum(loan_doc.amount_paid)
posting_date = (loan_doc.posting_date).as_("posting_date")
account = loan_doc.payment_account
salary_condition = loan_doc.repay_from_salary == 0
amount = (
frappe.qb.from_(loan_doc)
.select(amount_field)
.where(loan_doc.docstatus == 1)
.where(salary_condition)
.where(account == filters.get("account"))
.where(posting_date > getdate(filters.get("report_date")))
.where(ifnull(loan_doc.clearance_date, "4000-01-01") <= getdate(filters.get("report_date")))

5
erpnext/accounts/report/cash_flow/cash_flow.py
View File

@ -262,7 +262,10 @@ def get_report_summary(summary_data, currency):
def get_chart_data(columns, data):
labels = [d.get("label") for d in columns[2:]]
datasets = [
{"name": account.get("account").replace("'", ""), "values": [account.get("total")]}
{
"name": account.get("account").replace("'", ""),
"values": [account.get(d.get("fieldname")) for d in columns[2:]],
}
for account in data
if account.get("parent_account") == None and account.get("currency")
]

20
erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.js
View File

@ -50,7 +50,15 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"fieldtype": "Link",
"options": "Fiscal Year",
"default": frappe.defaults.get_user_default("fiscal_year"),
"reqd": 1
"reqd": 1,
on_change: () => {
frappe.model.with_doc("Fiscal Year", frappe.query_report.get_filter_value('from_fiscal_year'), function(r) {
let year_start_date = frappe.model.get_value("Fiscal Year", frappe.query_report.get_filter_value('from_fiscal_year'), "year_start_date");
frappe.query_report.set_filter_value({
period_start_date: year_start_date
});
});
}
},
{
"fieldname":"to_fiscal_year",
@ -58,7 +66,15 @@ frappe.require("assets/erpnext/js/financial_statements.js", function() {
"fieldtype": "Link",
"options": "Fiscal Year",
"default": frappe.defaults.get_user_default("fiscal_year"),
"reqd": 1
"reqd": 1,
on_change: () => {
frappe.model.with_doc("Fiscal Year", frappe.query_report.get_filter_value('to_fiscal_year'), function(r) {
let year_end_date = frappe.model.get_value("Fiscal Year", frappe.query_report.get_filter_value('to_fiscal_year'), "year_end_date");
frappe.query_report.set_filter_value({
period_end_date: year_end_date
});
});
}
},
{
"fieldname":"finance_book",

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

@ -35,7 +35,7 @@ frappe.query_reports["Gross Profit"] = {
"fieldname":"group_by",
"label": __("Group By"),
"fieldtype": "Select",
"options": "Invoice\nItem Code\nItem Group\nBrand\nWarehouse\nCustomer\nCustomer Group\nTerritory\nSales Person\nProject",
"options": "Invoice\nItem Code\nItem Group\nBrand\nWarehouse\nCustomer\nCustomer Group\nTerritory\nSales Person\nProject\nMonthly\nPayment Term",
"default": "Invoice"
},
],

103
erpnext/accounts/report/gross_profit/gross_profit.py
View File

@ -4,7 +4,7 @@
import frappe
from frappe import _, scrub
from frappe.utils import cint, flt
from frappe.utils import cint, flt, formatdate
from erpnext.controllers.queries import get_match_cond
from erpnext.stock.utils import get_incoming_rate
@ -124,6 +124,23 @@ def execute(filters=None):
"gross_profit",
"gross_profit_percent",
],
"monthly": [
"monthly",
"qty",
"base_rate",
"buying_rate",
"base_amount",
"buying_amount",
"gross_profit",
"gross_profit_percent",
],
"payment_term": [
"payment_term",
"base_amount",
"buying_amount",
"gross_profit",
"gross_profit_percent",
],
}
)
@ -317,6 +334,19 @@ def get_columns(group_wise_columns, filters):
"options": "territory",
"width": 100,
},
"monthly": {
"label": _("Monthly"),
"fieldname": "monthly",
"fieldtype": "Data",
"width": 100,
},
"payment_term": {
"label": _("Payment Term"),
"fieldname": "payment_term",
"fieldtype": "Link",
"options": "Payment Term",
"width": 170,
},
}
)
@ -390,6 +420,9 @@ class GrossProfitGenerator(object):
buying_amount = 0
for row in reversed(self.si_list):
if self.filters.get("group_by") == "Monthly":
row.monthly = formatdate(row.posting_date, "MMM YYYY")
if self.skip_row(row):
continue
@ -445,17 +478,7 @@ class GrossProfitGenerator(object):
def get_average_rate_based_on_group_by(self):
for key in list(self.grouped):
if self.filters.get("group_by") != "Invoice":
for i, row in enumerate(self.grouped[key]):
if i == 0:
new_row = row
else:
new_row.qty += flt(row.qty)
new_row.buying_amount += flt(row.buying_amount, self.currency_precision)
new_row.base_amount += flt(row.base_amount, self.currency_precision)
new_row = self.set_average_rate(new_row)
self.grouped_data.append(new_row)
else:
if self.filters.get("group_by") == "Invoice":
for i, row in enumerate(self.grouped[key]):
if row.indent == 1.0:
if (
@ -469,6 +492,44 @@ class GrossProfitGenerator(object):
if flt(row.qty) or row.base_amount:
row = self.set_average_rate(row)
self.grouped_data.append(row)
elif self.filters.get("group_by") == "Payment Term":
for i, row in enumerate(self.grouped[key]):
invoice_portion = 0
if row.is_return:
invoice_portion = 100
elif row.invoice_portion:
invoice_portion = row.invoice_portion
else:
invoice_portion = row.payment_amount * 100 / row.base_net_amount
if i == 0:
new_row = row
self.set_average_based_on_payment_term_portion(new_row, row, invoice_portion)
else:
new_row.qty += flt(row.qty)
self.set_average_based_on_payment_term_portion(new_row, row, invoice_portion, True)
new_row = self.set_average_rate(new_row)
self.grouped_data.append(new_row)
else:
for i, row in enumerate(self.grouped[key]):
if i == 0:
new_row = row
else:
new_row.qty += flt(row.qty)
new_row.buying_amount += flt(row.buying_amount, self.currency_precision)
new_row.base_amount += flt(row.base_amount, self.currency_precision)
new_row = self.set_average_rate(new_row)
self.grouped_data.append(new_row)
def set_average_based_on_payment_term_portion(self, new_row, row, invoice_portion, aggr=False):
cols = ["base_amount", "buying_amount", "gross_profit"]
for col in cols:
if aggr:
new_row[col] += row[col] * invoice_portion / 100
else:
new_row[col] = row[col] * invoice_portion / 100
def is_not_invoice_row(self, row):
return (self.filters.get("group_by") == "Invoice" and row.indent != 0.0) or self.filters.get(
@ -622,6 +683,20 @@ class GrossProfitGenerator(object):
sales_person_cols = ""
sales_team_table = ""
if self.filters.group_by == "Payment Term":
payment_term_cols = """,if(`tabSales Invoice`.is_return = 1,
'{0}',
coalesce(schedule.payment_term, '{1}')) as payment_term,
schedule.invoice_portion,
schedule.payment_amount """.format(
_("Sales Return"), _("No Terms")
)
payment_term_table = """ left join `tabPayment Schedule` schedule on schedule.parent = `tabSales Invoice`.name and
`tabSales Invoice`.is_return = 0 """
else:
payment_term_cols = ""
payment_term_table = ""
if self.filters.get("sales_invoice"):
conditions += " and `tabSales Invoice`.name = %(sales_invoice)s"
@ -644,10 +719,12 @@ class GrossProfitGenerator(object):
`tabSales Invoice Item`.name as "item_row", `tabSales Invoice`.is_return,
`tabSales Invoice Item`.cost_center
{sales_person_cols}
{payment_term_cols}
from
`tabSales Invoice` inner join `tabSales Invoice Item`
on `tabSales Invoice Item`.parent = `tabSales Invoice`.name
{sales_team_table}
{payment_term_table}
where
`tabSales Invoice`.docstatus=1 and `tabSales Invoice`.is_opening!='Yes' {conditions} {match_cond}
order by
@ -655,6 +732,8 @@ class GrossProfitGenerator(object):
conditions=conditions,
sales_person_cols=sales_person_cols,
sales_team_table=sales_team_table,
payment_term_cols=payment_term_cols,
payment_term_table=payment_term_table,
match_cond=get_match_cond("Sales Invoice"),
),
self.filters,

29
erpnext/accounts/report/item_wise_sales_register/item_wise_sales_register.py
View File

@ -443,12 +443,6 @@ def get_grand_total(filters, doctype):
] # nosec
def get_deducted_taxes():
return frappe.db.sql_list(
"select name from `tabPurchase Taxes and Charges` where add_deduct_tax = 'Deduct'"
)
def get_tax_accounts(
item_list,
columns,
@ -462,6 +456,7 @@ def get_tax_accounts(
tax_columns = []
invoice_item_row = {}
itemised_tax = {}
add_deduct_tax = "charge_type"
tax_amount_precision = (
get_field_precision(
@ -477,13 +472,13 @@ def get_tax_accounts(
conditions = ""
if doctype == "Purchase Invoice":
conditions = " and category in ('Total', 'Valuation and Total') and base_tax_amount_after_discount_amount != 0"
add_deduct_tax = "add_deduct_tax"
deducted_tax = get_deducted_taxes()
tax_details = frappe.db.sql(
"""
select
name, parent, description, item_wise_tax_detail,
charge_type, base_tax_amount_after_discount_amount
charge_type, {add_deduct_tax}, base_tax_amount_after_discount_amount
from `tab%s`
where
parenttype = %s and docstatus = 1
@ -491,12 +486,22 @@ def get_tax_accounts(
and parent in (%s)
%s
order by description
"""
""".format(
add_deduct_tax=add_deduct_tax
)
% (tax_doctype, "%s", ", ".join(["%s"] * len(invoice_item_row)), conditions),
tuple([doctype] + list(invoice_item_row)),
)
for name, parent, description, item_wise_tax_detail, charge_type, tax_amount in tax_details:
for (
name,
parent,
description,
item_wise_tax_detail,
charge_type,
add_deduct_tax,
tax_amount,
) in tax_details:
description = handle_html(description)
if description not in tax_columns and tax_amount:
# as description is text editor earlier and markup can break the column convention in reports
@ -529,7 +534,9 @@ def get_tax_accounts(
if item_tax_amount:
tax_value = flt(item_tax_amount, tax_amount_precision)
tax_value = (
tax_value * -1 if (doctype == "Purchase Invoice" and name in deducted_tax) else tax_value
tax_value * -1
if (doctype == "Purchase Invoice" and add_deduct_tax == "Deduct")
else tax_value
)
itemised_tax.setdefault(d.name, {})[description] = frappe._dict(

1
erpnext/accounts/report/profitability_analysis/profitability_analysis.py
View File

@ -211,6 +211,7 @@ def set_gl_entries_by_account(
{additional_conditions}
and posting_date <= %(to_date)s
and {based_on} is not null
and is_cancelled = 0
order by {based_on}, posting_date""".format(
additional_conditions="\n".join(additional_conditions), based_on=based_on
),

42
erpnext/accounts/report/sales_register/sales_register.py
View File

@ -346,9 +346,13 @@ def get_columns(invoice_list, additional_table_columns):
def get_conditions(filters):
conditions = ""
accounting_dimensions = get_accounting_dimensions(as_list=False) or []
accounting_dimensions_list = [d.fieldname for d in accounting_dimensions]
if filters.get("company"):
conditions += " and company=%(company)s"
if filters.get("customer"):
if filters.get("customer") and "customer" not in accounting_dimensions_list:
conditions += " and customer = %(customer)s"
if filters.get("from_date"):
@ -359,32 +363,18 @@ def get_conditions(filters):
if filters.get("owner"):
conditions += " and owner = %(owner)s"
if filters.get("mode_of_payment"):
conditions += """ and exists(select name from `tabSales Invoice Payment`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Payment`.mode_of_payment, '') = %(mode_of_payment)s)"""
def get_sales_invoice_item_field_condition(field, table="Sales Invoice Item") -> str:
if not filters.get(field) or field in accounting_dimensions_list:
return ""
return f""" and exists(select name from `tab{table}`
where parent=`tabSales Invoice`.name
and ifnull(`tab{table}`.{field}, '') = %({field})s)"""
if filters.get("cost_center"):
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.cost_center, '') = %(cost_center)s)"""
if filters.get("warehouse"):
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.warehouse, '') = %(warehouse)s)"""
if filters.get("brand"):
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.brand, '') = %(brand)s)"""
if filters.get("item_group"):
conditions += """ and exists(select name from `tabSales Invoice Item`
where parent=`tabSales Invoice`.name
and ifnull(`tabSales Invoice Item`.item_group, '') = %(item_group)s)"""
accounting_dimensions = get_accounting_dimensions(as_list=False)
conditions += get_sales_invoice_item_field_condition("mode_of_payments", "Sales Invoice Payment")
conditions += get_sales_invoice_item_field_condition("cost_center")
conditions += get_sales_invoice_item_field_condition("warehouse")
conditions += get_sales_invoice_item_field_condition("brand")
conditions += get_sales_invoice_item_field_condition("item_group")
if accounting_dimensions:
common_condition = """

14
erpnext/accounts/report/trial_balance/trial_balance.py
View File

@ -160,14 +160,12 @@ def get_rootwise_opening_balances(filters, report_type):
if filters.project:
additional_conditions += " and project = %(project)s"
if filters.finance_book:
fb_conditions = " AND finance_book = %(finance_book)s"
if filters.include_default_book_entries:
fb_conditions = (
" AND (finance_book in (%(finance_book)s, %(company_fb)s, '') OR finance_book IS NULL)"
)
additional_conditions += fb_conditions
if filters.get("include_default_book_entries"):
additional_conditions += (
" AND (finance_book in (%(finance_book)s, %(company_fb)s, '') OR finance_book IS NULL)"
)
else:
additional_conditions += " AND (finance_book in (%(finance_book)s, '') OR finance_book IS NULL)"
accounting_dimensions = get_accounting_dimensions(as_list=False)

1
erpnext/accounts/test/test_reports.py
View File

@ -28,6 +28,7 @@ REPORT_FILTER_TEST_CASES: List[Tuple[ReportName, ReportFilters]] = [
("Item-wise Sales Register", {}),
("Item-wise Purchase Register", {}),
("Sales Register", {}),
("Sales Register", {"item_group": "All Item Groups"}),
("Purchase Register", {}),
(
"Tax Detail",

118
erpnext/accounts/utils.py
View File

@ -7,7 +7,7 @@ from typing import List, Tuple
import frappe
import frappe.defaults
from frappe import _, throw
from frappe import _, qb, throw
from frappe.model.meta import get_field_precision
from frappe.utils import cint, cstr, flt, formatdate, get_number_format_info, getdate, now, nowdate
@ -15,6 +15,7 @@ import erpnext
# imported to enable erpnext.accounts.utils.get_account_currency
from erpnext.accounts.doctype.account.account import get_account_currency # noqa
from erpnext.accounts.doctype.accounting_dimension.accounting_dimension import get_dimensions
from erpnext.stock import get_warehouse_account_map
from erpnext.stock.utils import get_stock_value_on
@ -1123,6 +1124,9 @@ def update_gl_entries_after(
def repost_gle_for_stock_vouchers(
stock_vouchers, posting_date, company=None, warehouse_account=None
):
from erpnext.accounts.general_ledger import toggle_debit_credit_if_negative
if not stock_vouchers:
return
@ -1141,10 +1145,12 @@ def repost_gle_for_stock_vouchers(
precision = get_field_precision(frappe.get_meta("GL Entry").get_field("debit")) or 2
gle = get_voucherwise_gl_entries(stock_vouchers, posting_date)
for voucher_type, voucher_no in stock_vouchers:
for idx, (voucher_type, voucher_no) in enumerate(stock_vouchers):
existing_gle = gle.get((voucher_type, voucher_no), [])
voucher_obj = frappe.get_cached_doc(voucher_type, voucher_no)
expected_gle = voucher_obj.get_gl_entries(warehouse_account)
voucher_obj = frappe.get_doc(voucher_type, voucher_no)
# Some transactions post credit as negative debit, this is handled while posting GLE
# but while comparing we need to make sure it's flipped so comparisons are accurate
expected_gle = toggle_debit_credit_if_negative(voucher_obj.get_gl_entries(warehouse_account))
if expected_gle:
if not existing_gle or not compare_existing_and_expected_gle(
existing_gle, expected_gle, precision
@ -1154,6 +1160,11 @@ def repost_gle_for_stock_vouchers(
else:
_delete_gl_entries(voucher_type, voucher_no)
if idx % 20 == 0:
# Commit every 20 documents to avoid losing progress
# and reducing memory usage
frappe.db.commit()
def sort_stock_vouchers_by_posting_date(
stock_vouchers: List[Tuple[str, str]]
@ -1345,3 +1356,102 @@ def check_and_delete_linked_reports(report):
if icons:
for icon in icons:
frappe.delete_doc("Desktop Icon", icon)
def create_payment_ledger_entry(gl_entries, cancel=0):
if gl_entries:
ple = None
# companies
account = qb.DocType("Account")
companies = list(set([x.company for x in gl_entries]))
# receivable/payable account
accounts_with_types = (
qb.from_(account)
.select(account.name, account.account_type)
.where(
(account.account_type.isin(["Receivable", "Payable"]) & (account.company.isin(companies)))
)
.run(as_dict=True)
)
receivable_or_payable_accounts = [y.name for y in accounts_with_types]
def get_account_type(account):
for entry in accounts_with_types:
if entry.name == account:
return entry.account_type
dr_or_cr = 0
account_type = None
for gle in gl_entries:
if gle.account in receivable_or_payable_accounts:
account_type = get_account_type(gle.account)
if account_type == "Receivable":
dr_or_cr = gle.debit - gle.credit
dr_or_cr_account_currency = gle.debit_in_account_currency - gle.credit_in_account_currency
elif account_type == "Payable":
dr_or_cr = gle.credit - gle.debit
dr_or_cr_account_currency = gle.credit_in_account_currency - gle.debit_in_account_currency
if cancel:
dr_or_cr *= -1
dr_or_cr_account_currency *= -1
ple = frappe.get_doc(
{
"doctype": "Payment Ledger Entry",
"posting_date": gle.posting_date,
"company": gle.company,
"account_type": account_type,
"account": gle.account,
"party_type": gle.party_type,
"party": gle.party,
"cost_center": gle.cost_center,
"finance_book": gle.finance_book,
"due_date": gle.due_date,
"voucher_type": gle.voucher_type,
"voucher_no": gle.voucher_no,
"against_voucher_type": gle.against_voucher_type
if gle.against_voucher_type
else gle.voucher_type,
"against_voucher_no": gle.against_voucher if gle.against_voucher else gle.voucher_no,
"currency": gle.currency,
"amount": dr_or_cr,
"amount_in_account_currency": dr_or_cr_account_currency,
"delinked": True if cancel else False,
}
)
dimensions_and_defaults = get_dimensions()
if dimensions_and_defaults:
for dimension in dimensions_and_defaults[0]:
ple.set(dimension.fieldname, gle.get(dimension.fieldname))
if cancel:
delink_original_entry(ple)
ple.flags.ignore_permissions = 1
ple.submit()
def delink_original_entry(pl_entry):
if pl_entry:
ple = qb.DocType("Payment Ledger Entry")
query = (
qb.update(ple)
.set(ple.delinked, True)
.set(ple.modified, now())
.set(ple.modified_by, frappe.session.user)
.where(
(ple.company == pl_entry.company)
& (ple.account_type == pl_entry.account_type)
& (ple.account == pl_entry.account)
& (ple.party_type == pl_entry.party_type)
& (ple.party == pl_entry.party)
& (ple.voucher_type == pl_entry.voucher_type)
& (ple.voucher_no == pl_entry.voucher_no)
& (ple.against_voucher_type == pl_entry.against_voucher_type)
& (ple.against_voucher_no == pl_entry.against_voucher_no)
)
)
query.run()

35
erpnext/accounts/workspace/accounting/accounting.json
View File

@ -504,18 +504,6 @@
"onboard": 0,
"type": "Link"
},
{
"dependencies": "GL Entry",
"hidden": 0,
"is_query_report": 1,
"label": "DATEV Export",
"link_count": 0,
"link_to": "DATEV",
"link_type": "Report",
"onboard": 0,
"only_for": "Germany",
"type": "Link"
},
{
"dependencies": "GL Entry",
"hidden": 0,
@ -1024,16 +1012,16 @@
"type": "Link"
},
{
"dependencies": "Cost Center",
"hidden": 0,
"is_query_report": 0,
"label": "Cost Center Allocation",
"link_count": 0,
"link_to": "Cost Center Allocation",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
"dependencies": "Cost Center",
"hidden": 0,
"is_query_report": 0,
"label": "Cost Center Allocation",
"link_count": 0,
"link_to": "Cost Center Allocation",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Cost Center",
"hidden": 0,
@ -1235,13 +1223,14 @@
"type": "Link"
}
],
"modified": "2022-01-13 17:25:09.835345",
"modified": "2022-06-10 15:49:42.990860",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting",
"owner": "Administrator",
"parent_page": "",
"public": 1,
"quick_lists": [],
"restrict_to_domain": "",
"roles": [],
"sequence_id": 2.0,

12
erpnext/buying/doctype/buying_settings/buying_settings.json
View File

@ -148,7 +148,7 @@
"index_web_pages_for_search": 1,
"issingle": 1,
"links": [],
"modified": "2022-04-14 15:56:42.340223",
"modified": "2022-05-31 19:40:26.103909",
"modified_by": "Administrator",
"module": "Buying",
"name": "Buying Settings",
@ -162,6 +162,16 @@
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"role": "Purchase Manager",
"share": 1,
"write": 1
}
],
"sort_field": "modified",

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

@ -18,7 +18,7 @@ class BuyingSettings(Document):
for key in ["supplier_group", "supp_master_name", "maintain_same_rate", "buying_price_list"]:
frappe.db.set_default(key, self.get(key, ""))
from erpnext.setup.doctype.naming_series.naming_series import set_by_naming_series
from erpnext.utilities.naming import set_by_naming_series
set_by_naming_series(
"Supplier",

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

@ -43,8 +43,6 @@ frappe.ui.form.on("Purchase Order", {
erpnext.queries.setup_queries(frm, "Warehouse", function() {
return erpnext.queries.warehouse(frm.doc);
});
erpnext.accounts.dimensions.setup_dimension_filters(frm, frm.doctype);
},
apply_tds: function(frm) {

1
erpnext/buying/doctype/purchase_order/purchase_order.py
View File

@ -323,6 +323,7 @@ class PurchaseOrder(BuyingController):
update_linked_doc(self.doctype, self.name, self.inter_company_order_reference)
def on_cancel(self):
self.ignore_linked_doctypes = "Payment Ledger Entry"
super(PurchaseOrder, self).on_cancel()
if self.is_against_so():

3
erpnext/buying/doctype/supplier/supplier.py
View File

@ -84,6 +84,9 @@ class Supplier(TransactionBase):
self.save()
def validate_internal_supplier(self):
if not self.is_internal_supplier:
self.represents_company = ""
internal_supplier = frappe.db.get_value(
"Supplier",
{

41
erpnext/controllers/accounts_controller.py
View File

@ -34,6 +34,7 @@ from erpnext.accounts.doctype.pricing_rule.utils import (
from erpnext.accounts.party import (
get_party_account,
get_party_account_currency,
get_party_gle_currency,
validate_party_frozen_disabled,
)
from erpnext.accounts.utils import get_account_currency, get_fiscal_years, validate_fiscal_year
@ -168,6 +169,7 @@ class AccountsController(TransactionBase):
self.validate_party()
self.validate_currency()
self.validate_party_account_currency()
if self.doctype in ["Purchase Invoice", "Sales Invoice"]:
pos_check_field = "is_pos" if self.doctype == "Sales Invoice" else "is_paid"
@ -1130,11 +1132,10 @@ class AccountsController(TransactionBase):
{
"account": item.discount_account,
"against": supplier_or_customer,
dr_or_cr: flt(discount_amount, item.precision("discount_amount")),
dr_or_cr
+ "_in_account_currency": flt(
dr_or_cr: flt(
discount_amount * self.get("conversion_rate"), item.precision("discount_amount")
),
dr_or_cr + "_in_account_currency": flt(discount_amount, item.precision("discount_amount")),
"cost_center": item.cost_center,
"project": item.project,
},
@ -1149,11 +1150,11 @@ class AccountsController(TransactionBase):
{
"account": income_or_expense_account,
"against": supplier_or_customer,
rev_dr_cr: flt(discount_amount, item.precision("discount_amount")),
rev_dr_cr
+ "_in_account_currency": flt(
rev_dr_cr: flt(
discount_amount * self.get("conversion_rate"), item.precision("discount_amount")
),
rev_dr_cr
+ "_in_account_currency": flt(discount_amount, item.precision("discount_amount")),
"cost_center": item.cost_center,
"project": item.project or self.project,
},
@ -1448,6 +1449,27 @@ class AccountsController(TransactionBase):
# at quotation / sales order level and we shouldn't stop someone
# from creating a sales invoice if sales order is already created
def validate_party_account_currency(self):
if self.doctype not in ("Sales Invoice", "Purchase Invoice"):
return
if self.is_opening == "Yes":
return
party_type, party = self.get_party()
party_gle_currency = get_party_gle_currency(party_type, party, self.company)
party_account = (
self.get("debit_to") if self.doctype == "Sales Invoice" else self.get("credit_to")
)
party_account_currency = get_account_currency(party_account)
if not party_gle_currency and (party_account_currency != self.currency):
frappe.throw(
_("Party Account {0} currency ({1}) and document currency ({2}) should be same").format(
frappe.bold(party_account), party_account_currency, self.currency
)
)
def delink_advance_entries(self, linked_doc_name):
total_allocated_amount = 0
for adv in self.advances:
@ -1844,7 +1866,7 @@ def get_default_taxes_and_charges(master_doctype, tax_template=None, company=Non
def get_taxes_and_charges(master_doctype, master_name):
if not master_name:
return
from frappe.model import default_fields
from frappe.model import child_table_fields, default_fields
tax_master = frappe.get_doc(master_doctype, master_name)
@ -1852,7 +1874,7 @@ def get_taxes_and_charges(master_doctype, master_name):
for i, tax in enumerate(tax_master.get("taxes")):
tax = tax.as_dict()
for fieldname in default_fields:
for fieldname in default_fields + child_table_fields:
if fieldname in tax:
del tax[fieldname]
@ -2639,7 +2661,8 @@ def update_child_qty_rate(parent_doctype, trans_items, parent_doctype_name, chil
parent.update_reserved_qty_for_subcontract()
parent.create_raw_materials_supplied("supplied_items")
parent.save()
else:
else: # Sales Order
parent.validate_warehouse()
parent.update_reserved_qty()
parent.update_project()
parent.update_prevdoc_status("submit")

2
erpnext/controllers/sales_and_purchase_return.py
View File

@ -316,7 +316,7 @@ def get_returned_qty_map_for_row(return_against, party, row_name, doctype):
return data[0]
def make_return_doc(doctype, source_name, target_doc=None):
def make_return_doc(doctype: str, source_name: str, target_doc=None):
from frappe.model.mapper import get_mapped_doc
from erpnext.stock.doctype.serial_no.serial_no import get_serial_nos

4
erpnext/e_commerce/doctype/website_item/website_item.py
View File

@ -34,9 +34,7 @@ class WebsiteItem(WebsiteGenerator):
def autoname(self):
# use naming series to accomodate items with same name (different item code)
from frappe.model.naming import make_autoname
from erpnext.setup.doctype.naming_series.naming_series import get_default_naming_series
from frappe.model.naming import get_default_naming_series, make_autoname
naming_series = get_default_naming_series("Website Item")
if not self.name and naming_series:

2
erpnext/e_commerce/redisearch_utils.py
View File

@ -38,7 +38,7 @@ def is_search_module_loaded():
out = cache.execute_command("MODULE LIST")
parsed_output = " ".join(
(" ".join([s.decode() for s in o if not isinstance(s, int)]) for o in out)
(" ".join([frappe.as_unicode(s) for s in o if not isinstance(s, int)]) for o in out)
)
return "search" in parsed_output
except Exception:

44
erpnext/erpnext_integrations/connectors/github_connection.py
View File

@ -1,44 +0,0 @@
import frappe
from frappe.data_migration.doctype.data_migration_connector.connectors.base import BaseConnection
from github import Github
class GithubConnection(BaseConnection):
def __init__(self, connector):
self.connector = connector
try:
password = self.get_password()
except frappe.AuthenticationError:
password = None
if self.connector.username and password:
self.connection = Github(self.connector.username, self.get_password())
else:
self.connection = Github()
self.name_field = 'id'
def insert(self, doctype, doc):
pass
def update(self, doctype, doc, migration_id):
pass
def delete(self, doctype, migration_id):
pass
def get(self, remote_objectname, fields=None, filters=None, start=0, page_length=10):
repo = filters.get('repo')
if remote_objectname == 'Milestone':
return self.get_milestones(repo, start, page_length)
if remote_objectname == 'Issue':
return self.get_issues(repo, start, page_length)
def get_milestones(self, repo, start=0, page_length=10):
_repo = self.connection.get_repo(repo)
return list(_repo.get_milestones()[start:start+page_length])
def get_issues(self, repo, start=0, page_length=10):
_repo = self.connection.get_repo(repo)
return list(_repo.get_issues()[start:start+page_length])

12
erpnext/erpnext_integrations/data_migration_mapping/issue_to_task/__init__.py
View File

@ -1,12 +0,0 @@
import frappe
def pre_process(issue):
project = frappe.db.get_value("Project", filters={"project_name": issue.milestone})
return {
"title": issue.title,
"body": frappe.utils.md_to_html(issue.body or ""),
"state": issue.state.title(),
"project": project or "",
}

36
erpnext/erpnext_integrations/data_migration_mapping/issue_to_task/issue_to_task.json
View File

@ -1,36 +0,0 @@
{
"condition": "{\"repo\":\"frappe/erpnext\"}",
"creation": "2017-10-16 16:03:32.772191",
"docstatus": 0,
"doctype": "Data Migration Mapping",
"fields": [
{
"is_child_table": 0,
"local_fieldname": "subject",
"remote_fieldname": "title"
},
{
"is_child_table": 0,
"local_fieldname": "description",
"remote_fieldname": "body"
},
{
"is_child_table": 0,
"local_fieldname": "status",
"remote_fieldname": "state"
}
],
"idx": 0,
"local_doctype": "Task",
"local_primary_key": "name",
"mapping_name": "Issue to Task",
"mapping_type": "Pull",
"migration_id_field": "github_sync_id",
"modified": "2017-10-20 11:48:54.575993",
"modified_by": "Administrator",
"name": "Issue to Task",
"owner": "Administrator",
"page_length": 10,
"remote_objectname": "Issue",
"remote_primary_key": "id"
}

6
erpnext/erpnext_integrations/data_migration_mapping/milestone_to_project/__init__.py
View File

@ -1,6 +0,0 @@
def pre_process(milestone):
return {
"title": milestone.title,
"description": milestone.description,
"state": milestone.state.title(),
}

36
erpnext/erpnext_integrations/data_migration_mapping/milestone_to_project/milestone_to_project.json
View File

@ -1,36 +0,0 @@
{
"condition": "{\"repo\": \"frappe/erpnext\"}",
"creation": "2017-10-13 11:16:49.664925",
"docstatus": 0,
"doctype": "Data Migration Mapping",
"fields": [
{
"is_child_table": 0,
"local_fieldname": "project_name",
"remote_fieldname": "title"
},
{
"is_child_table": 0,
"local_fieldname": "notes",
"remote_fieldname": "description"
},
{
"is_child_table": 0,
"local_fieldname": "status",
"remote_fieldname": "state"
}
],
"idx": 0,
"local_doctype": "Project",
"local_primary_key": "project_name",
"mapping_name": "Milestone to Project",
"mapping_type": "Pull",
"migration_id_field": "github_sync_id",
"modified": "2017-10-20 11:48:54.552305",
"modified_by": "Administrator",
"name": "Milestone to Project",
"owner": "Administrator",
"page_length": 10,
"remote_objectname": "Milestone",
"remote_primary_key": "id"
}

22
erpnext/erpnext_integrations/data_migration_plan/github_sync/github_sync.json
View File

@ -1,22 +0,0 @@
{
"creation": "2017-10-13 11:16:53.600026",
"docstatus": 0,
"doctype": "Data Migration Plan",
"idx": 0,
"mappings": [
{
"enabled": 1,
"mapping": "Milestone to Project"
},
{
"enabled": 1,
"mapping": "Issue to Task"
}
],
"modified": "2017-10-20 11:48:54.496123",
"modified_by": "Administrator",
"module": "ERPNext Integrations",
"name": "GitHub Sync",
"owner": "Administrator",
"plan_name": "GitHub Sync"
}

6
erpnext/hooks.py
View File

@ -392,9 +392,12 @@ after_migrate = ["erpnext.setup.install.update_select_perm_after_install"]
scheduler_events = {
"cron": {
"0/5 * * * *": [
"erpnext.manufacturing.doctype.bom_update_log.bom_update_log.resume_bom_cost_update_jobs",
],
"0/30 * * * *": [
"erpnext.utilities.doctype.video.video.update_youtube_data",
]
],
},
"all": [
"erpnext.projects.doctype.project.project.project_status_update_reminder",
@ -487,6 +490,7 @@ communication_doctypes = ["Customer", "Supplier"]
accounting_dimension_doctypes = [
"GL Entry",
"Payment Ledger Entry",
"Sales Invoice",
"Purchase Invoice",
"Payment Entry",

30
erpnext/hr/doctype/attendance/attendance.py
View File

@ -32,6 +32,9 @@ class Attendance(Document):
self.validate_employee_status()
self.check_leave_record()
def on_cancel(self):
self.unlink_attendance_from_checkins()
def validate_attendance_date(self):
date_of_joining = frappe.db.get_value("Employee", self.employee, "date_of_joining")
@ -127,6 +130,33 @@ class Attendance(Document):
if not emp:
frappe.throw(_("Employee {0} is not active or does not exist").format(self.employee))
def unlink_attendance_from_checkins(self):
EmployeeCheckin = frappe.qb.DocType("Employee Checkin")
linked_logs = (
frappe.qb.from_(EmployeeCheckin)
.select(EmployeeCheckin.name)
.where(EmployeeCheckin.attendance == self.name)
.for_update()
.run(as_dict=True)
)
if linked_logs:
(
frappe.qb.update(EmployeeCheckin)
.set("attendance", "")
.where(EmployeeCheckin.attendance == self.name)
).run()
frappe.msgprint(
msg=_("Unlinked Attendance record from Employee Checkins: {}").format(
", ".join(get_link_to_form("Employee Checkin", log.name) for log in linked_logs)
),
title=_("Unlinked logs"),
indicator="blue",
is_minimizable=True,
wide=True,
)
def get_duplicate_attendance_record(employee, attendance_date, shift, name=None):
attendance = frappe.qb.DocType("Attendance")

61
erpnext/hr/doctype/attendance/test_attendance.py
View File

@ -3,7 +3,15 @@
import frappe
from frappe.tests.utils import FrappeTestCase
from frappe.utils import add_days, get_year_ending, get_year_start, getdate, now_datetime, nowdate
from frappe.utils import (
add_days,
add_months,
get_last_day,
get_year_ending,
get_year_start,
getdate,
nowdate,
)
from erpnext.hr.doctype.attendance.attendance import (
DuplicateAttendanceError,
@ -138,69 +146,70 @@ class TestAttendance(FrappeTestCase):
self.assertEqual(attendance, fetch_attendance)
def test_unmarked_days(self):
now = now_datetime()
previous_month = now.month - 1
first_day = now.replace(day=1).replace(month=previous_month).date()
first_sunday = get_first_sunday(
self.holiday_list, for_date=get_last_day(add_months(getdate(), -1))
)
attendance_date = add_days(first_sunday, 1)
employee = make_employee(
"test_unmarked_days@example.com", date_of_joining=add_days(first_day, -1)
"test_unmarked_days@example.com", date_of_joining=add_days(attendance_date, -1)
)
frappe.db.set_value("Employee", employee, "holiday_list", self.holiday_list)
first_sunday = get_first_sunday(self.holiday_list, for_date=first_day)
mark_attendance(employee, first_day, "Present")
month_name = get_month_name(first_day)
mark_attendance(employee, attendance_date, "Present")
month_name = get_month_name(attendance_date)
unmarked_days = get_unmarked_days(employee, month_name)
unmarked_days = [getdate(date) for date in unmarked_days]
# attendance already marked for the day
self.assertNotIn(first_day, unmarked_days)
self.assertNotIn(attendance_date, unmarked_days)
# attendance unmarked
self.assertIn(getdate(add_days(first_day, 1)), unmarked_days)
self.assertIn(getdate(add_days(attendance_date, 1)), unmarked_days)
# holiday considered in unmarked days
self.assertIn(first_sunday, unmarked_days)
def test_unmarked_days_excluding_holidays(self):
now = now_datetime()
previous_month = now.month - 1
first_day = now.replace(day=1).replace(month=previous_month).date()
first_sunday = get_first_sunday(
self.holiday_list, for_date=get_last_day(add_months(getdate(), -1))
)
attendance_date = add_days(first_sunday, 1)
employee = make_employee(
"test_unmarked_days@example.com", date_of_joining=add_days(first_day, -1)
"test_unmarked_days@example.com", date_of_joining=add_days(attendance_date, -1)
)
frappe.db.set_value("Employee", employee, "holiday_list", self.holiday_list)
first_sunday = get_first_sunday(self.holiday_list, for_date=first_day)
mark_attendance(employee, first_day, "Present")
month_name = get_month_name(first_day)
mark_attendance(employee, attendance_date, "Present")
month_name = get_month_name(attendance_date)
unmarked_days = get_unmarked_days(employee, month_name, exclude_holidays=True)
unmarked_days = [getdate(date) for date in unmarked_days]
# attendance already marked for the day
self.assertNotIn(first_day, unmarked_days)
self.assertNotIn(attendance_date, unmarked_days)
# attendance unmarked
self.assertIn(getdate(add_days(first_day, 1)), unmarked_days)
self.assertIn(getdate(add_days(attendance_date, 1)), unmarked_days)
# holidays not considered in unmarked days
self.assertNotIn(first_sunday, unmarked_days)
def test_unmarked_days_as_per_joining_and_relieving_dates(self):
now = now_datetime()
previous_month = now.month - 1
first_day = now.replace(day=1).replace(month=previous_month).date()
first_sunday = get_first_sunday(
self.holiday_list, for_date=get_last_day(add_months(getdate(), -1))
)
date = add_days(first_sunday, 1)
doj = add_days(first_day, 1)
relieving_date = add_days(first_day, 5)
doj = add_days(date, 1)
relieving_date = add_days(date, 5)
employee = make_employee(
"test_unmarked_days_as_per_doj@example.com", date_of_joining=doj, relieving_date=relieving_date
)
frappe.db.set_value("Employee", employee, "holiday_list", self.holiday_list)
attendance_date = add_days(first_day, 2)
attendance_date = add_days(date, 2)
mark_attendance(employee, attendance_date, "Present")
month_name = get_month_name(first_day)
month_name = get_month_name(attendance_date)
unmarked_days = get_unmarked_days(employee, month_name)
unmarked_days = [getdate(date) for date in unmarked_days]

3
erpnext/hr/doctype/employee/employee.json
View File

@ -827,7 +827,7 @@
"idx": 24,
"image_field": "image",
"links": [],
"modified": "2022-04-22 16:21:55.811983",
"modified": "2022-06-10 01:29:32.952091",
"modified_by": "Administrator",
"module": "HR",
"name": "Employee",
@ -872,7 +872,6 @@
],
"search_fields": "employee_name",
"show_name_in_global_search": 1,
"show_title_field_in_link": 1,
"sort_field": "modified",
"sort_order": "DESC",
"states": [],

10
erpnext/hr/doctype/employee/employee_reminders.py
View File

@ -230,7 +230,7 @@ def get_work_anniversary_reminder_text_and_message(anniversary_persons):
persons_name = anniversary_person
# Number of years completed at the company
completed_years = getdate().year - anniversary_persons[0]["date_of_joining"].year
anniversary_person += f" completed {completed_years} year(s)"
anniversary_person += f" completed {get_pluralized_years(completed_years)}"
else:
person_names_with_years = []
names = []
@ -239,7 +239,7 @@ def get_work_anniversary_reminder_text_and_message(anniversary_persons):
names.append(person_text)
# Number of years completed at the company
completed_years = getdate().year - person["date_of_joining"].year
person_text += f" completed {completed_years} year(s)"
person_text += f" completed {get_pluralized_years(completed_years)}"
person_names_with_years.append(person_text)
# converts ["Jim", "Rim", "Dim"] to Jim, Rim & Dim
@ -254,6 +254,12 @@ def get_work_anniversary_reminder_text_and_message(anniversary_persons):
return reminder_text, message
def get_pluralized_years(years):
if years == 1:
return "1 year"
return f"{years} years"
def send_work_anniversary_reminder(recipients, reminder_text, anniversary_persons, message):
frappe.sendmail(
recipients=recipients,

11
erpnext/hr/doctype/employee_checkin/test_employee_checkin.py
View File

@ -76,6 +76,17 @@ class TestEmployeeCheckin(FrappeTestCase):
)
self.assertEqual(attendance_count, 1)
def test_unlink_attendance_on_cancellation(self):
employee = make_employee("test_mark_attendance_and_link_log@example.com")
logs = make_n_checkins(employee, 3)
frappe.db.delete("Attendance", {"employee": employee})
attendance = mark_attendance_and_link_log(logs, "Present", nowdate(), 8.2)
attendance.cancel()
linked_logs = frappe.db.get_all("Employee Checkin", {"attendance": attendance.name})
self.assertEquals(len(linked_logs), 0)
def test_calculate_working_hours(self):
check_in_out_type = [
"Alternating entries as IN and OUT during the same shift",

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

@ -105,7 +105,7 @@ class ExpenseClaim(AccountsController):
def on_cancel(self):
self.update_task_and_project()
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry")
self.ignore_linked_doctypes = ("GL Entry", "Stock Ledger Entry", "Payment Ledger Entry")
if self.payable_account:
self.make_gl_entries(cancel=True)

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

@ -22,7 +22,7 @@ class HRSettings(Document):
PROCEED_WITH_FREQUENCY_CHANGE = False
def set_naming_series(self):
from erpnext.setup.doctype.naming_series.naming_series import set_by_naming_series
from erpnext.utilities.naming import set_by_naming_series
set_by_naming_series(
"Employee",

29
erpnext/hr/doctype/job_opening/job_opening.py
View File

@ -6,6 +6,7 @@
import frappe
from frappe import _
from frappe.utils import get_link_to_form
from frappe.website.website_generator import WebsiteGenerator
from erpnext.hr.doctype.staffing_plan.staffing_plan import (
@ -33,26 +34,32 @@ class JobOpening(WebsiteGenerator):
self.staffing_plan = staffing_plan[0].name
self.planned_vacancies = staffing_plan[0].vacancies
elif not self.planned_vacancies:
planned_vacancies = frappe.db.sql(
"""
select vacancies from `tabStaffing Plan Detail`
where parent=%s and designation=%s""",
(self.staffing_plan, self.designation),
self.planned_vacancies = frappe.db.get_value(
"Staffing Plan Detail",
{"parent": self.staffing_plan, "designation": self.designation},
"vacancies",
)
self.planned_vacancies = planned_vacancies[0][0] if planned_vacancies else None
if self.staffing_plan and self.planned_vacancies:
staffing_plan_company = frappe.db.get_value("Staffing Plan", self.staffing_plan, "company")
lft, rgt = frappe.get_cached_value("Company", staffing_plan_company, ["lft", "rgt"])
designation_counts = get_designation_counts(self.designation, self.company)
designation_counts = get_designation_counts(self.designation, self.company, self.name)
current_count = designation_counts["employee_count"] + designation_counts["job_openings"]
if self.planned_vacancies <= current_count:
number_of_positions = frappe.db.get_value(
"Staffing Plan Detail",
{"parent": self.staffing_plan, "designation": self.designation},
"number_of_positions",
)
if number_of_positions <= current_count:
frappe.throw(
_(
"Job Openings for designation {0} already open or hiring completed as per Staffing Plan {1}"
).format(self.designation, self.staffing_plan)
"Job Openings for the designation {0} are already open or the hiring is complete as per the Staffing Plan {1}"
).format(
frappe.bold(self.designation), get_link_to_form("Staffing Plan", self.staffing_plan)
),
title=_("Vacancies fulfilled"),
)
def get_context(self, context):

75
erpnext/hr/doctype/job_opening/test_job_opening.py
View File

@ -3,8 +3,77 @@
import unittest
# test_records = frappe.get_test_records('Job Opening')
import frappe
from frappe.tests.utils import FrappeTestCase
from frappe.utils import add_days, getdate
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.staffing_plan.test_staffing_plan import make_company
class TestJobOpening(unittest.TestCase):
pass
class TestJobOpening(FrappeTestCase):
def setUp(self):
frappe.db.delete("Staffing Plan")
frappe.db.delete("Staffing Plan Detail")
frappe.db.delete("Job Opening")
make_company("_Test Opening Company", "_TOC")
frappe.db.delete("Employee", {"company": "_Test Opening Company"})
def test_vacancies_fulfilled(self):
make_employee(
"test_job_opening@example.com", company="_Test Opening Company", designation="Designer"
)
staffing_plan = frappe.get_doc(
{
"doctype": "Staffing Plan",
"company": "_Test Opening Company",
"name": "Test",
"from_date": getdate(),
"to_date": add_days(getdate(), 10),
}
)
staffing_plan.append(
"staffing_details",
{"designation": "Designer", "vacancies": 1, "estimated_cost_per_position": 50000},
)
staffing_plan.insert()
staffing_plan.submit()
self.assertEqual(staffing_plan.staffing_details[0].number_of_positions, 2)
# allows creating 1 job opening as per vacancy
opening_1 = get_job_opening()
opening_1.insert()
# vacancies as per staffing plan already fulfilled via job opening and existing employee count
opening_2 = get_job_opening(job_title="Designer New")
self.assertRaises(frappe.ValidationError, opening_2.insert)
# allows updating existing job opening
opening_1.status = "Closed"
opening_1.save()
def get_job_opening(**args):
args = frappe._dict(args)
opening = frappe.db.exists("Job Opening", {"job_title": args.job_title or "Designer"})
if opening:
return frappe.get_doc("Job Opening", opening)
opening = frappe.get_doc(
{
"doctype": "Job Opening",
"job_title": "Designer",
"designation": "Designer",
"company": "_Test Opening Company",
"status": "Open",
}
)
opening.update(args)
return opening

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

@ -173,7 +173,7 @@ frappe.ui.form.on("Leave Application", {
date: frm.doc.from_date,
to_date: frm.doc.to_date,
leave_type: frm.doc.leave_type,
consider_all_leaves_in_the_allocation_period: true
consider_all_leaves_in_the_allocation_period: 1
},
callback: function (r) {
if (!r.exc && r.message) {

68
erpnext/hr/doctype/leave_application/leave_application.py
View File

@ -88,7 +88,7 @@ class LeaveApplication(Document):
share_doc_with_approver(self, self.leave_approver)
def on_submit(self):
if self.status == "Open":
if self.status in ["Open", "Cancelled"]:
frappe.throw(
_("Only Leave Applications with status 'Approved' and 'Rejected' can be submitted")
)
@ -757,22 +757,6 @@ def get_leave_details(employee, date):
leave_allocation = {}
for d in allocation_records:
allocation = allocation_records.get(d, frappe._dict())
total_allocated_leaves = (
frappe.db.get_value(
"Leave Allocation",
{
"from_date": ("<=", date),
"to_date": (">=", date),
"employee": employee,
"leave_type": allocation.leave_type,
"docstatus": 1,
},
"SUM(total_leaves_allocated)",
)
or 0
)
remaining_leaves = get_leave_balance_on(
employee, d, date, to_date=allocation.to_date, consider_all_leaves_in_the_allocation_period=True
)
@ -782,10 +766,11 @@ def get_leave_details(employee, date):
leaves_pending = get_leaves_pending_approval_for_period(
employee, d, allocation.from_date, end_date
)
expired_leaves = allocation.total_leaves_allocated - (remaining_leaves + leaves_taken)
leave_allocation[d] = {
"total_leaves": total_allocated_leaves,
"expired_leaves": total_allocated_leaves - (remaining_leaves + leaves_taken),
"total_leaves": allocation.total_leaves_allocated,
"expired_leaves": expired_leaves if expired_leaves > 0 else 0,
"leaves_taken": leaves_taken,
"leaves_pending_approval": leaves_pending,
"remaining_leaves": remaining_leaves,
@ -830,7 +815,7 @@ def get_leave_balance_on(
allocation_records = get_leave_allocation_records(employee, date, leave_type)
allocation = allocation_records.get(leave_type, frappe._dict())
end_date = allocation.to_date if consider_all_leaves_in_the_allocation_period else date
end_date = allocation.to_date if cint(consider_all_leaves_in_the_allocation_period) else date
cf_expiry = get_allocation_expiry_for_cf_leaves(employee, leave_type, to_date, date)
leaves_taken = get_leaves_for_period(employee, leave_type, allocation.from_date, end_date)
@ -1117,7 +1102,7 @@ def add_leaves(events, start, end, filter_conditions=None):
WHERE
from_date <= %(end)s AND to_date >= %(start)s <= to_date
AND docstatus < 2
AND status != 'Rejected'
AND status in ('Approved', 'Open')
"""
if conditions:
@ -1201,24 +1186,33 @@ def get_mandatory_approval(doctype):
def get_approved_leaves_for_period(employee, leave_type, from_date, to_date):
query = """
select employee, leave_type, from_date, to_date, total_leave_days
from `tabLeave Application`
where employee=%(employee)s
and docstatus=1
and (from_date between %(from_date)s and %(to_date)s
or to_date between %(from_date)s and %(to_date)s
or (from_date < %(from_date)s and to_date > %(to_date)s))
"""
if leave_type:
query += "and leave_type=%(leave_type)s"
leave_applications = frappe.db.sql(
query,
{"from_date": from_date, "to_date": to_date, "employee": employee, "leave_type": leave_type},
as_dict=1,
LeaveApplication = frappe.qb.DocType("Leave Application")
query = (
frappe.qb.from_(LeaveApplication)
.select(
LeaveApplication.employee,
LeaveApplication.leave_type,
LeaveApplication.from_date,
LeaveApplication.to_date,
LeaveApplication.total_leave_days,
)
.where(
(LeaveApplication.employee == employee)
& (LeaveApplication.docstatus == 1)
& (LeaveApplication.status == "Approved")
& (
(LeaveApplication.from_date.between(from_date, to_date))
| (LeaveApplication.to_date.between(from_date, to_date))
| ((LeaveApplication.from_date < from_date) & (LeaveApplication.to_date > to_date))
)
)
)
if leave_type:
query = query.where(LeaveApplication.leave_type == leave_type)
leave_applications = query.run(as_dict=True)
leave_days = 0
for leave_app in leave_applications:
if leave_app.from_date >= getdate(from_date) and leave_app.to_date <= getdate(to_date):

17
erpnext/hr/doctype/leave_application/leave_application_list.js
View File

@ -1,13 +1,14 @@
frappe.listview_settings['Leave Application'] = {
frappe.listview_settings["Leave Application"] = {
add_fields: ["leave_type", "employee", "employee_name", "total_leave_days", "from_date", "to_date"],
has_indicator_for_draft: 1,
get_indicator: function (doc) {
if (doc.status === "Approved") {
return [__("Approved"), "green", "status,=,Approved"];
} else if (doc.status === "Rejected") {
return [__("Rejected"), "red", "status,=,Rejected"];
} else {
return [__("Open"), "red", "status,=,Open"];
}
let status_color = {
"Approved": "green",
"Rejected": "red",
"Open": "orange",
"Cancelled": "red",
"Submitted": "blue"
};
return [__(doc.status), status_color[doc.status], "status,=," + doc.status];
}
};

139
erpnext/hr/doctype/leave_application/test_leave_application.py
View File

@ -76,7 +76,14 @@ _test_records = [
class TestLeaveApplication(unittest.TestCase):
def setUp(self):
for dt in ["Leave Application", "Leave Allocation", "Salary Slip", "Leave Ledger Entry"]:
for dt in [
"Leave Application",
"Leave Allocation",
"Salary Slip",
"Leave Ledger Entry",
"Leave Period",
"Leave Policy Assignment",
]:
frappe.db.delete(dt)
frappe.set_user("Administrator")
@ -702,59 +709,24 @@ class TestLeaveApplication(unittest.TestCase):
self.assertEqual(details.leave_balance, 30)
def test_earned_leaves_creation(self):
frappe.db.sql("""delete from `tabLeave Period`""")
frappe.db.sql("""delete from `tabLeave Policy Assignment`""")
frappe.db.sql("""delete from `tabLeave Allocation`""")
frappe.db.sql("""delete from `tabLeave Ledger Entry`""")
from erpnext.hr.utils import allocate_earned_leaves
leave_period = get_leave_period()
employee = get_employee()
leave_type = "Test Earned Leave Type"
frappe.delete_doc_if_exists("Leave Type", "Test Earned Leave Type", force=1)
frappe.get_doc(
dict(
leave_type_name=leave_type,
doctype="Leave Type",
is_earned_leave=1,
earned_leave_frequency="Monthly",
rounding=0.5,
max_leaves_allowed=6,
)
).insert()
make_policy_assignment(employee, leave_type, leave_period)
leave_policy = frappe.get_doc(
{
"doctype": "Leave Policy",
"title": "Test Leave Policy",
"leave_policy_details": [{"leave_type": leave_type, "annual_allocation": 6}],
}
).insert()
data = {
"assignment_based_on": "Leave Period",
"leave_policy": leave_policy.name,
"leave_period": leave_period.name,
}
leave_policy_assignments = create_assignment_for_multiple_employees(
[employee.name], frappe._dict(data)
)
from erpnext.hr.utils import allocate_earned_leaves
i = 0
while i < 14:
for i in range(0, 14):
allocate_earned_leaves()
i += 1
self.assertEqual(get_leave_balance_on(employee.name, leave_type, nowdate()), 6)
# validate earned leaves creation without maximum leaves
frappe.db.set_value("Leave Type", leave_type, "max_leaves_allowed", 0)
i = 0
while i < 6:
for i in range(0, 6):
allocate_earned_leaves()
i += 1
self.assertEqual(get_leave_balance_on(employee.name, leave_type, nowdate()), 9)
# test to not consider current leave in leave balance while submitting
@ -970,6 +942,54 @@ class TestLeaveApplication(unittest.TestCase):
self.assertEqual(leave_allocation["leaves_pending_approval"], 1)
self.assertEqual(leave_allocation["remaining_leaves"], 26)
@set_holiday_list("Salary Slip Test Holiday List", "_Test Company")
def test_get_earned_leave_details_for_dashboard(self):
from erpnext.hr.utils import allocate_earned_leaves
leave_period = get_leave_period()
employee = get_employee()
leave_type = "Test Earned Leave Type"
leave_policy_assignments = make_policy_assignment(employee, leave_type, leave_period)
allocation = frappe.db.get_value(
"Leave Allocation",
{"leave_policy_assignment": leave_policy_assignments[0]},
"name",
)
allocation = frappe.get_doc("Leave Allocation", allocation)
allocation.new_leaves_allocated = 2
allocation.save()
for i in range(0, 6):
allocate_earned_leaves()
first_sunday = get_first_sunday(self.holiday_list)
make_leave_application(
employee.name, add_days(first_sunday, 1), add_days(first_sunday, 1), leave_type
)
details = get_leave_details(employee.name, allocation.from_date)
leave_allocation = details["leave_allocation"][leave_type]
expected = {
"total_leaves": 2.0,
"expired_leaves": 0.0,
"leaves_taken": 1.0,
"leaves_pending_approval": 0.0,
"remaining_leaves": 1.0,
}
self.assertEqual(leave_allocation, expected)
details = get_leave_details(employee.name, getdate())
leave_allocation = details["leave_allocation"][leave_type]
expected = {
"total_leaves": 5.0,
"expired_leaves": 0.0,
"leaves_taken": 1.0,
"leaves_pending_approval": 0.0,
"remaining_leaves": 4.0,
}
self.assertEqual(leave_allocation, expected)
@set_holiday_list("Salary Slip Test Holiday List", "_Test Company")
def test_get_leave_allocation_records(self):
employee = get_employee()
@ -1100,3 +1120,36 @@ def get_first_sunday(holiday_list, for_date=None):
)[0][0]
return first_sunday
def make_policy_assignment(employee, leave_type, leave_period):
frappe.delete_doc_if_exists("Leave Type", leave_type, force=1)
frappe.get_doc(
dict(
leave_type_name=leave_type,
doctype="Leave Type",
is_earned_leave=1,
earned_leave_frequency="Monthly",
rounding=0.5,
max_leaves_allowed=6,
)
).insert()
leave_policy = frappe.get_doc(
{
"doctype": "Leave Policy",
"title": "Test Leave Policy",
"leave_policy_details": [{"leave_type": leave_type, "annual_allocation": 6}],
}
).insert()
data = {
"assignment_based_on": "Leave Period",
"leave_policy": leave_policy.name,
"leave_period": leave_period.name,
}
leave_policy_assignments = create_assignment_for_multiple_employees(
[employee.name], frappe._dict(data)
)
return leave_policy_assignments

34
erpnext/hr/doctype/leave_encashment/leave_encashment.py
View File

@ -7,7 +7,7 @@ from frappe import _
from frappe.model.document import Document
from frappe.utils import getdate, nowdate
from erpnext.hr.doctype.leave_allocation.leave_allocation import get_unused_leaves
from erpnext.hr.doctype.leave_application.leave_application import get_leaves_for_period
from erpnext.hr.doctype.leave_ledger_entry.leave_ledger_entry import create_leave_ledger_entry
from erpnext.hr.utils import set_employee_name, validate_active_employee
from erpnext.payroll.doctype.salary_structure_assignment.salary_structure_assignment import (
@ -107,7 +107,10 @@ class LeaveEncashment(Document):
self.leave_balance = (
allocation.total_leaves_allocated
- allocation.carry_forwarded_leaves_count
- get_unused_leaves(self.employee, self.leave_type, allocation.from_date, self.encashment_date)
# adding this because the function returns a -ve number
+ get_leaves_for_period(
self.employee, self.leave_type, allocation.from_date, self.encashment_date
)
)
encashable_days = self.leave_balance - frappe.db.get_value(
@ -126,14 +129,25 @@ class LeaveEncashment(Document):
return True
def get_leave_allocation(self):
leave_allocation = frappe.db.sql(
"""select name, to_date, total_leaves_allocated, carry_forwarded_leaves_count from `tabLeave Allocation` where '{0}'
between from_date and to_date and docstatus=1 and leave_type='{1}'
and employee= '{2}'""".format(
self.encashment_date or getdate(nowdate()), self.leave_type, self.employee
),
as_dict=1,
) # nosec
date = self.encashment_date or getdate()
LeaveAllocation = frappe.qb.DocType("Leave Allocation")
leave_allocation = (
frappe.qb.from_(LeaveAllocation)
.select(
LeaveAllocation.name,
LeaveAllocation.from_date,
LeaveAllocation.to_date,
LeaveAllocation.total_leaves_allocated,
LeaveAllocation.carry_forwarded_leaves_count,
)
.where(
((LeaveAllocation.from_date <= date) & (date <= LeaveAllocation.to_date))
& (LeaveAllocation.docstatus == 1)
& (LeaveAllocation.leave_type == self.leave_type)
& (LeaveAllocation.employee == self.employee)
)
).run(as_dict=True)
return leave_allocation[0] if leave_allocation else None

89
erpnext/hr/doctype/leave_encashment/test_leave_encashment.py
View File

@ -4,26 +4,42 @@
import unittest
import frappe
from frappe.utils import add_months, today
from frappe.tests.utils import FrappeTestCase
from frappe.utils import add_days, get_year_ending, get_year_start, getdate
from erpnext.hr.doctype.employee.test_employee import make_employee
from erpnext.hr.doctype.holiday_list.test_holiday_list import set_holiday_list
from erpnext.hr.doctype.leave_period.test_leave_period import create_leave_period
from erpnext.hr.doctype.leave_policy.test_leave_policy import create_leave_policy
from erpnext.hr.doctype.leave_policy_assignment.leave_policy_assignment import (
create_assignment_for_multiple_employees,
)
from erpnext.payroll.doctype.salary_slip.test_salary_slip import (
make_holiday_list,
make_leave_application,
)
from erpnext.payroll.doctype.salary_structure.test_salary_structure import make_salary_structure
test_dependencies = ["Leave Type"]
test_records = frappe.get_test_records("Leave Type")
class TestLeaveEncashment(unittest.TestCase):
class TestLeaveEncashment(FrappeTestCase):
def setUp(self):
frappe.db.sql("""delete from `tabLeave Period`""")
frappe.db.sql("""delete from `tabLeave Policy Assignment`""")
frappe.db.sql("""delete from `tabLeave Allocation`""")
frappe.db.sql("""delete from `tabLeave Ledger Entry`""")
frappe.db.sql("""delete from `tabAdditional Salary`""")
frappe.db.delete("Leave Period")
frappe.db.delete("Leave Policy Assignment")
frappe.db.delete("Leave Allocation")
frappe.db.delete("Leave Ledger Entry")
frappe.db.delete("Additional Salary")
frappe.db.delete("Leave Encashment")
if not frappe.db.exists("Leave Type", "_Test Leave Type Encashment"):
frappe.get_doc(test_records[2]).insert()
date = getdate()
year_start = getdate(get_year_start(date))
year_end = getdate(get_year_ending(date))
make_holiday_list("_Test Leave Encashment", year_start, year_end)
# create the leave policy
leave_policy = create_leave_policy(
@ -32,9 +48,9 @@ class TestLeaveEncashment(unittest.TestCase):
leave_policy.submit()
# create employee, salary structure and assignment
self.employee = make_employee("test_employee_encashment@example.com")
self.employee = make_employee("test_employee_encashment@example.com", company="_Test Company")
self.leave_period = create_leave_period(add_months(today(), -3), add_months(today(), 3))
self.leave_period = create_leave_period(year_start, year_end, "_Test Company")
data = {
"assignment_based_on": "Leave Period",
@ -53,27 +69,15 @@ class TestLeaveEncashment(unittest.TestCase):
other_details={"leave_encashment_amount_per_day": 50},
)
def tearDown(self):
for dt in [
"Leave Period",
"Leave Allocation",
"Leave Ledger Entry",
"Additional Salary",
"Leave Encashment",
"Salary Structure",
"Leave Policy",
]:
frappe.db.sql("delete from `tab%s`" % dt)
@set_holiday_list("_Test Leave Encashment", "_Test Company")
def test_leave_balance_value_and_amount(self):
frappe.db.sql("""delete from `tabLeave Encashment`""")
leave_encashment = frappe.get_doc(
dict(
doctype="Leave Encashment",
employee=self.employee,
leave_type="_Test Leave Type Encashment",
leave_period=self.leave_period.name,
payroll_date=today(),
encashment_date=self.leave_period.to_date,
currency="INR",
)
).insert()
@ -88,15 +92,46 @@ class TestLeaveEncashment(unittest.TestCase):
add_sal = frappe.get_all("Additional Salary", filters={"ref_docname": leave_encashment.name})[0]
self.assertTrue(add_sal)
def test_creation_of_leave_ledger_entry_on_submit(self):
frappe.db.sql("""delete from `tabLeave Encashment`""")
@set_holiday_list("_Test Leave Encashment", "_Test Company")
def test_leave_balance_value_with_leaves_and_amount(self):
date = self.leave_period.from_date
leave_application = make_leave_application(
self.employee, date, add_days(date, 3), "_Test Leave Type Encashment"
)
leave_application.reload()
leave_encashment = frappe.get_doc(
dict(
doctype="Leave Encashment",
employee=self.employee,
leave_type="_Test Leave Type Encashment",
leave_period=self.leave_period.name,
payroll_date=today(),
encashment_date=self.leave_period.to_date,
currency="INR",
)
).insert()
self.assertEqual(leave_encashment.leave_balance, 10 - leave_application.total_leave_days)
# encashable days threshold is 5, total leaves are 6, so encashable days = 6-5 = 1
# with charge of 50 per day
self.assertEqual(leave_encashment.encashable_days, leave_encashment.leave_balance - 5)
self.assertEqual(leave_encashment.encashment_amount, 50)
leave_encashment.submit()
# assert links
add_sal = frappe.get_all("Additional Salary", filters={"ref_docname": leave_encashment.name})[0]
self.assertTrue(add_sal)
@set_holiday_list("_Test Leave Encashment", "_Test Company")
def test_creation_of_leave_ledger_entry_on_submit(self):
leave_encashment = frappe.get_doc(
dict(
doctype="Leave Encashment",
employee=self.employee,
leave_type="_Test Leave Type Encashment",
leave_period=self.leave_period.name,
encashment_date=self.leave_period.to_date,
currency="INR",
)
).insert()

21
erpnext/hr/doctype/staffing_plan/staffing_plan.py
View File

@ -172,27 +172,24 @@ class StaffingPlan(Document):
@frappe.whitelist()
def get_designation_counts(designation, company):
def get_designation_counts(designation, company, job_opening=None):
if not designation:
return False
employee_counts = {}
company_set = get_descendants_of("Company", company)
company_set.append(company)
employee_counts["employee_count"] = frappe.db.get_value(
"Employee",
filters={"designation": designation, "status": "Active", "company": ("in", company_set)},
fieldname=["count(name)"],
employee_count = frappe.db.count(
"Employee", {"designation": designation, "status": "Active", "company": ("in", company_set)}
)
employee_counts["job_openings"] = frappe.db.get_value(
"Job Opening",
filters={"designation": designation, "status": "Open", "company": ("in", company_set)},
fieldname=["count(name)"],
)
filters = {"designation": designation, "status": "Open", "company": ("in", company_set)}
if job_opening:
filters["name"] = ("!=", job_opening)
return employee_counts
job_openings = frappe.db.count("Job Opening", filters)
return {"employee_count": employee_count, "job_openings": job_openings}
@frappe.whitelist()

11
erpnext/hr/doctype/staffing_plan/test_staffing_plan.py
View File

@ -85,13 +85,16 @@ def _set_up():
make_company()
def make_company():
if frappe.db.exists("Company", "_Test Company 10"):
def make_company(name=None, abbr=None):
if not name:
name = "_Test Company 10"
if frappe.db.exists("Company", name):
return
company = frappe.new_doc("Company")
company.company_name = "_Test Company 10"
company.abbr = "_TC10"
company.company_name = name
company.abbr = abbr or "_TC10"
company.parent_company = "_Test Company 3"
company.default_currency = "INR"
company.country = "Pakistan"

26
erpnext/hr/utils.py
View File

@ -55,6 +55,8 @@ def update_employee_work_history(employee, details, date=None, cancel=False):
new_data = getdate(new_data)
elif fieldtype == "Datetime" and new_data:
new_data = get_datetime(new_data)
elif fieldtype in ["Currency", "Float"] and new_data:
new_data = flt(new_data)
setattr(employee, item.fieldname, new_data)
if item.fieldname in ["department", "designation", "branch"]:
internal_work_history[item.fieldname] = item.new
@ -439,20 +441,18 @@ def check_effective_date(from_date, to_date, frequency, based_on_date_of_joining
return False
def get_salary_assignment(employee, date):
assignment = frappe.db.sql(
"""
select * from `tabSalary Structure Assignment`
where employee=%(employee)s
and docstatus = 1
and %(on_date)s >= from_date order by from_date desc limit 1""",
{
"employee": employee,
"on_date": date,
},
as_dict=1,
def get_salary_assignments(employee, payroll_period):
start_date, end_date = frappe.db.get_value(
"Payroll Period", payroll_period, ["start_date", "end_date"]
)
return assignment[0] if assignment else None
assignments = frappe.db.get_all(
"Salary Structure Assignment",
filters={"employee": employee, "docstatus": 1, "from_date": ["between", (start_date, end_date)]},
fields=["*"],
order_by="from_date",
)
return assignments
def get_sal_slip_total_benefit_given(employee, payroll_period, component=False):

18
erpnext/loan_management/doctype/loan/loan.js
View File

@ -93,6 +93,12 @@ frappe.ui.form.on('Loan', {
frm.trigger("make_loan_refund");
},__('Create'));
}
if (frm.doc.status == "Loan Closure Requested" && frm.doc.is_term_loan && !frm.doc.is_secured_loan) {
frm.add_custom_button(__('Close Loan'), function() {
frm.trigger("close_unsecured_term_loan");
},__('Status'));
}
}
frm.trigger("toggle_fields");
},
@ -174,6 +180,18 @@ frappe.ui.form.on('Loan', {
})
},
close_unsecured_term_loan: function(frm) {
frappe.call({
args: {
"loan": frm.doc.name
},
method: "erpnext.loan_management.doctype.loan.loan.close_unsecured_term_loan",
callback: function () {
frm.refresh();
}
})
},
request_loan_closure: function(frm) {
frappe.confirm(__("Do you really want to close this loan"),
function() {

36
erpnext/loan_management/doctype/loan/loan.py
View File

@ -60,18 +60,20 @@ class Loan(AccountsController):
)
def validate_cost_center(self):
if not self.cost_center and self.rate_of_interest != 0:
if not self.cost_center and self.rate_of_interest != 0.0:
self.cost_center = frappe.db.get_value("Company", self.company, "cost_center")
if not self.cost_center:
frappe.throw(_("Cost center is mandatory for loans having rate of interest greater than 0"))
if not self.cost_center:
frappe.throw(_("Cost center is mandatory for loans having rate of interest greater than 0"))
def on_submit(self):
self.link_loan_security_pledge()
# Interest accrual for backdated term loans
self.accrue_loan_interest()
def on_cancel(self):
self.unlink_loan_security_pledge()
self.ignore_linked_doctypes = ["GL Entry"]
self.ignore_linked_doctypes = ["GL Entry", "Payment Ledger Entry"]
def set_missing_fields(self):
if not self.company:
@ -187,6 +189,16 @@ class Loan(AccountsController):
self.db_set("maximum_loan_amount", maximum_loan_value)
def accrue_loan_interest(self):
from erpnext.loan_management.doctype.process_loan_interest_accrual.process_loan_interest_accrual import (
process_loan_interest_accrual_for_term_loans,
)
if getdate(self.repayment_start_date) < getdate() and self.is_term_loan:
process_loan_interest_accrual_for_term_loans(
posting_date=getdate(), loan_type=self.loan_type, loan=self.name
)
def unlink_loan_security_pledge(self):
pledges = frappe.get_all("Loan Security Pledge", fields=["name"], filters={"loan": self.name})
pledge_list = [d.name for d in pledges]
@ -330,6 +342,22 @@ def get_loan_application(loan_application):
return loan.as_dict()
@frappe.whitelist()
def close_unsecured_term_loan(loan):
loan_details = frappe.db.get_value(
"Loan", {"name": loan}, ["status", "is_term_loan", "is_secured_loan"], as_dict=1
)
if (
loan_details.status == "Loan Closure Requested"
and loan_details.is_term_loan
and not loan_details.is_secured_loan
):
frappe.db.set_value("Loan", loan, "status", "Closed")
else:
frappe.throw(_("Cannot close this loan until full repayment"))
def close_loan(loan, total_amount_paid):
frappe.db.set_value("Loan", loan, "total_amount_paid", total_amount_paid)
frappe.db.set_value("Loan", loan, "status", "Closed")

2
erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
View File

@ -29,7 +29,7 @@ class LoanDisbursement(AccountsController):
def on_cancel(self):
self.set_status_and_amounts(cancel=1)
self.make_gl_entries(cancel=1)
self.ignore_linked_doctypes = ["GL Entry"]
self.ignore_linked_doctypes = ["GL Entry", "Payment Ledger Entry"]
def set_missing_values(self):
if not self.disbursement_date:

2
erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
View File

@ -32,7 +32,7 @@ class LoanInterestAccrual(AccountsController):
self.update_is_accrued()
self.make_gl_entries(cancel=1)
self.ignore_linked_doctypes = ["GL Entry"]
self.ignore_linked_doctypes = ["GL Entry", "Payment Ledger Entry"]
def update_is_accrued(self):
frappe.db.set_value("Repayment Schedule", self.repayment_schedule_name, "is_accrued", 0)

4
erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
View File

@ -41,7 +41,7 @@ class LoanRepayment(AccountsController):
self.check_future_accruals()
self.update_repayment_schedule(cancel=1)
self.mark_as_unpaid()
self.ignore_linked_doctypes = ["GL Entry"]
self.ignore_linked_doctypes = ["GL Entry", "Payment Ledger Entry"]
self.make_gl_entries(cancel=1)
def set_missing_values(self, amounts):
@ -448,8 +448,6 @@ class LoanRepayment(AccountsController):
"remarks": remarks,
"cost_center": self.cost_center,
"posting_date": getdate(self.posting_date),
"party_type": self.applicant_type if self.repay_from_salary else "",
"party": self.applicant if self.repay_from_salary else "",
}
)
)

2
erpnext/loan_management/doctype/loan_write_off/loan_write_off.py
View File

@ -42,7 +42,7 @@ class LoanWriteOff(AccountsController):
def on_cancel(self):
self.update_outstanding_amount(cancel=1)
self.ignore_linked_doctypes = ["GL Entry"]
self.ignore_linked_doctypes = ["GL Entry", "Payment Ledger Entry"]
self.make_gl_entries(cancel=1)
def update_outstanding_amount(self, cancel=0):

17
erpnext/manufacturing/doctype/bom/bom.js
View File

@ -81,7 +81,7 @@ frappe.ui.form.on("BOM", {
}
)
if (!frm.doc.__islocal && frm.doc.docstatus<2) {
if (!frm.is_new() && frm.doc.docstatus<2) {
frm.add_custom_button(__("Update Cost"), function() {
frm.events.update_cost(frm, true);
});
@ -93,6 +93,13 @@ frappe.ui.form.on("BOM", {
});
}
if (!frm.is_new() && !frm.doc.docstatus == 0) {
frm.add_custom_button(__("New Version"), function() {
let new_bom = frappe.model.copy_doc(frm.doc);
frappe.set_route("Form", "BOM", new_bom.name);
});
}
if(frm.doc.docstatus==1) {
frm.add_custom_button(__("Work Order"), function() {
frm.trigger("make_work_order");
@ -499,15 +506,11 @@ cur_frm.cscript.qty = function(doc) {
cur_frm.cscript.rate = function(doc, cdt, cdn) {
var d = locals[cdt][cdn];
var scrap_items = false;
if(cdt == 'BOM Scrap Item') {
scrap_items = true;
}
const is_scrap_item = cdt == "BOM Scrap Item";
if (d.bom_no) {
frappe.msgprint(__("You cannot change the rate if BOM is mentioned against any Item."));
get_bom_material_detail(doc, cdt, cdn, scrap_items);
get_bom_material_detail(doc, cdt, cdn, is_scrap_item);
} else {
erpnext.bom.calculate_rm_cost(doc);
erpnext.bom.calculate_scrap_materials_cost(doc);

248
erpnext/manufacturing/doctype/bom/bom.py
View File

@ -1,11 +1,11 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import functools
import re
from collections import deque
from operator import itemgetter
from typing import List
from typing import Dict, List
import frappe
from frappe import _
@ -22,6 +22,10 @@ from erpnext.stock.get_item_details import get_conversion_factor, get_price_list
form_grid_templates = {"items": "templates/form_grid/item_grid.html"}
class BOMRecursionError(frappe.ValidationError):
pass
class BOMTree:
"""Full tree representation of a BOM"""
@ -185,6 +189,7 @@ class BOM(WebsiteGenerator):
self.validate_transfer_against()
self.set_routing_operations()
self.validate_operations()
self.update_exploded_items(save=False)
self.calculate_cost()
self.update_stock_qty()
self.update_cost(update_parent=False, from_child_bom=True, update_hour_rate=False, save=False)
@ -251,9 +256,8 @@ class BOM(WebsiteGenerator):
for item in self.get("items"):
self.validate_bom_currency(item)
item.bom_no = ""
if not item.do_not_explode:
item.bom_no = item.bom_no
if item.do_not_explode:
item.bom_no = ""
ret = self.get_bom_material_detail(
{
@ -383,40 +387,14 @@ class BOM(WebsiteGenerator):
existing_bom_cost = self.total_cost
for d in self.get("items"):
if not d.item_code:
continue
rate = self.get_rm_rate(
{
"company": self.company,
"item_code": d.item_code,
"bom_no": d.bom_no,
"qty": d.qty,
"uom": d.uom,
"stock_uom": d.stock_uom,
"conversion_factor": d.conversion_factor,
"sourced_by_supplier": d.sourced_by_supplier,
}
)
if rate:
d.rate = rate
d.amount = flt(d.rate) * flt(d.qty)
d.base_rate = flt(d.rate) * flt(self.conversion_rate)
d.base_amount = flt(d.amount) * flt(self.conversion_rate)
if save:
d.db_update()
if self.docstatus == 1:
self.flags.ignore_validate_update_after_submit = True
self.calculate_cost(update_hour_rate)
self.calculate_cost(save_updates=save, update_hour_rate=update_hour_rate)
if save:
self.db_update()
self.update_exploded_items(save=save)
# update parent BOMs
if self.total_cost != existing_bom_cost and update_parent:
parent_boms = frappe.db.sql_list(
@ -555,35 +533,27 @@ class BOM(WebsiteGenerator):
"""Check whether recursion occurs in any bom"""
def _throw_error(bom_name):
frappe.throw(_("BOM recursion: {0} cannot be parent or child of {0}").format(bom_name))
frappe.throw(
_("BOM recursion: {1} cannot be parent or child of {0}").format(self.name, bom_name),
exc=BOMRecursionError,
)
bom_list = self.traverse_tree()
child_items = (
frappe.get_all(
"BOM Item",
fields=["bom_no", "item_code"],
filters={"parent": ("in", bom_list), "parenttype": "BOM"},
)
or []
child_items = frappe.get_all(
"BOM Item",
fields=["bom_no", "item_code"],
filters={"parent": ("in", bom_list), "parenttype": "BOM"},
)
child_bom = {d.bom_no for d in child_items}
child_items_codes = {d.item_code for d in child_items}
for item in child_items:
if self.name == item.bom_no:
_throw_error(self.name)
if self.item == item.item_code and item.bom_no:
# Same item but with different BOM should not be allowed.
# Same item can appear recursively once as long as it doesn't have BOM.
_throw_error(item.bom_no)
if self.name in child_bom:
_throw_error(self.name)
if self.item in child_items_codes:
_throw_error(self.item)
bom_nos = (
frappe.get_all(
"BOM Item", fields=["parent"], filters={"bom_no": self.name, "parenttype": "BOM"}
)
or []
)
if self.name in {d.parent for d in bom_nos}:
if self.name in {d.bom_no for d in self.items}:
_throw_error(self.name)
def traverse_tree(self, bom_list=None):
@ -613,11 +583,15 @@ class BOM(WebsiteGenerator):
bom_list.reverse()
return bom_list
def calculate_cost(self, update_hour_rate=False):
def calculate_cost(self, save_updates=False, update_hour_rate=False):
"""Calculate bom totals"""
self.calculate_op_cost(update_hour_rate)
self.calculate_rm_cost()
self.calculate_sm_cost()
self.calculate_rm_cost(save=save_updates)
self.calculate_sm_cost(save=save_updates)
if save_updates:
# not via doc event, table is not regenerated and needs updation
self.calculate_exploded_cost()
self.total_cost = self.operating_cost + self.raw_material_cost - self.scrap_material_cost
self.base_total_cost = (
self.base_operating_cost + self.base_raw_material_cost - self.base_scrap_material_cost
@ -659,12 +633,26 @@ class BOM(WebsiteGenerator):
if update_hour_rate:
row.db_update()
def calculate_rm_cost(self):
def calculate_rm_cost(self, save=False):
"""Fetch RM rate as per today's valuation rate and calculate totals"""
total_rm_cost = 0
base_total_rm_cost = 0
for d in self.get("items"):
old_rate = d.rate
d.rate = self.get_rm_rate(
{
"company": self.company,
"item_code": d.item_code,
"bom_no": d.bom_no,
"qty": d.qty,
"uom": d.uom,
"stock_uom": d.stock_uom,
"conversion_factor": d.conversion_factor,
"sourced_by_supplier": d.sourced_by_supplier,
}
)
d.base_rate = flt(d.rate) * flt(self.conversion_rate)
d.amount = flt(d.rate, d.precision("rate")) * flt(d.qty, d.precision("qty"))
d.base_amount = d.amount * flt(self.conversion_rate)
@ -674,11 +662,13 @@ class BOM(WebsiteGenerator):
total_rm_cost += d.amount
base_total_rm_cost += d.base_amount
if save and (old_rate != d.rate):
d.db_update()
self.raw_material_cost = total_rm_cost
self.base_raw_material_cost = base_total_rm_cost
def calculate_sm_cost(self):
def calculate_sm_cost(self, save=False):
"""Fetch RM rate as per today's valuation rate and calculate totals"""
total_sm_cost = 0
base_total_sm_cost = 0
@ -693,10 +683,45 @@ class BOM(WebsiteGenerator):
)
total_sm_cost += d.amount
base_total_sm_cost += d.base_amount
if save:
d.db_update()
self.scrap_material_cost = total_sm_cost
self.base_scrap_material_cost = base_total_sm_cost
def calculate_exploded_cost(self):
"Set exploded row cost from it's parent BOM."
rm_rate_map = self.get_rm_rate_map()
for row in self.get("exploded_items"):
old_rate = flt(row.rate)
row.rate = rm_rate_map.get(row.item_code)
row.amount = flt(row.stock_qty) * flt(row.rate)
if old_rate != row.rate:
# Only db_update if changed
row.db_update()
def get_rm_rate_map(self) -> Dict[str, float]:
"Create Raw Material-Rate map for Exploded Items. Fetch rate from Items table or Subassembly BOM."
rm_rate_map = {}
for item in self.get("items"):
if item.bom_no:
# Get Item-Rate from Subassembly BOM
explosion_items = frappe.get_all(
"BOM Explosion Item",
filters={"parent": item.bom_no},
fields=["item_code", "rate"],
order_by=None, # to avoid sort index creation at db level (granular change)
)
explosion_item_rate = {item.item_code: flt(item.rate) for item in explosion_items}
rm_rate_map.update(explosion_item_rate)
else:
rm_rate_map[item.item_code] = flt(item.base_rate) / flt(item.conversion_factor or 1.0)
return rm_rate_map
def update_exploded_items(self, save=True):
"""Update Flat BOM, following will be correct data"""
self.get_exploded_items()
@ -907,44 +932,46 @@ def get_bom_item_rate(args, bom_doc):
return flt(rate)
def get_valuation_rate(args):
"""Get weighted average of valuation rate from all warehouses"""
def get_valuation_rate(data):
"""
1) Get average valuation rate from all warehouses
2) If no value, get last valuation rate from SLE
3) If no value, get valuation rate from Item
"""
from frappe.query_builder.functions import Sum
total_qty, total_value, valuation_rate = 0.0, 0.0, 0.0
item_bins = frappe.db.sql(
"""
select
bin.actual_qty, bin.stock_value
from
`tabBin` bin, `tabWarehouse` warehouse
where
bin.item_code=%(item)s
and bin.warehouse = warehouse.name
and warehouse.company=%(company)s""",
{"item": args["item_code"], "company": args["company"]},
as_dict=1,
)
item_code, company = data.get("item_code"), data.get("company")
valuation_rate = 0.0
for d in item_bins:
total_qty += flt(d.actual_qty)
total_value += flt(d.stock_value)
bin_table = frappe.qb.DocType("Bin")
wh_table = frappe.qb.DocType("Warehouse")
item_valuation = (
frappe.qb.from_(bin_table)
.join(wh_table)
.on(bin_table.warehouse == wh_table.name)
.select((Sum(bin_table.stock_value) / Sum(bin_table.actual_qty)).as_("valuation_rate"))
.where((bin_table.item_code == item_code) & (wh_table.company == company))
).run(as_dict=True)[0]
if total_qty:
valuation_rate = total_value / total_qty
valuation_rate = item_valuation.get("valuation_rate")
if valuation_rate <= 0:
last_valuation_rate = frappe.db.sql(
"""select valuation_rate
from `tabStock Ledger Entry`
where item_code = %s and valuation_rate > 0 and is_cancelled = 0
order by posting_date desc, posting_time desc, creation desc limit 1""",
args["item_code"],
)
if (valuation_rate is not None) and valuation_rate <= 0:
# Explicit null value check. If None, Bins don't exist, neither does SLE
sle = frappe.qb.DocType("Stock Ledger Entry")
last_val_rate = (
frappe.qb.from_(sle)
.select(sle.valuation_rate)
.where((sle.item_code == item_code) & (sle.valuation_rate > 0) & (sle.is_cancelled == 0))
.orderby(sle.posting_date, order=frappe.qb.desc)
.orderby(sle.posting_time, order=frappe.qb.desc)
.orderby(sle.creation, order=frappe.qb.desc)
.limit(1)
).run(as_dict=True)
valuation_rate = flt(last_valuation_rate[0][0]) if last_valuation_rate else 0
valuation_rate = flt(last_val_rate[0].get("valuation_rate")) if last_val_rate else 0
if not valuation_rate:
valuation_rate = frappe.db.get_value("Item", args["item_code"], "valuation_rate")
valuation_rate = frappe.db.get_value("Item", item_code, "valuation_rate")
return flt(valuation_rate)
@ -1130,39 +1157,6 @@ def get_children(parent=None, is_root=False, **filters):
return bom_items
def get_boms_in_bottom_up_order(bom_no=None):
def _get_parent(bom_no):
return frappe.db.sql_list(
"""
select distinct bom_item.parent from `tabBOM Item` bom_item
where bom_item.bom_no = %s and bom_item.docstatus=1 and bom_item.parenttype='BOM'
and exists(select bom.name from `tabBOM` bom where bom.name=bom_item.parent and bom.is_active=1)
""",
bom_no,
)
count = 0
bom_list = []
if bom_no:
bom_list.append(bom_no)
else:
# get all leaf BOMs
bom_list = frappe.db.sql_list(
"""select name from `tabBOM` bom
where docstatus=1 and is_active=1
and not exists(select bom_no from `tabBOM Item`
where parent=bom.name and ifnull(bom_no, '')!='')"""
)
while count < len(bom_list):
for child_bom in _get_parent(bom_list[count]):
if child_bom not in bom_list:
bom_list.append(child_bom)
count += 1
return bom_list
def add_additional_cost(stock_entry, work_order):
# Add non stock items cost in the additional cost
stock_entry.additional_costs = []

60
erpnext/manufacturing/doctype/bom/test_bom.py
View File

@ -10,8 +10,10 @@ from frappe.tests.utils import FrappeTestCase
from frappe.utils import cstr, flt
from erpnext.buying.doctype.purchase_order.test_purchase_order import create_purchase_order
from erpnext.manufacturing.doctype.bom.bom import item_query, make_variant_bom
from erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool import update_cost
from erpnext.manufacturing.doctype.bom.bom import BOMRecursionError, item_query, make_variant_bom
from erpnext.manufacturing.doctype.bom_update_log.test_bom_update_log import (
update_cost_in_all_boms_in_test,
)
from erpnext.stock.doctype.item.test_item import make_item
from erpnext.stock.doctype.stock_reconciliation.test_stock_reconciliation import (
create_stock_reconciliation,
@ -69,26 +71,31 @@ class TestBOM(FrappeTestCase):
def test_update_bom_cost_in_all_boms(self):
# get current rate for '_Test Item 2'
rm_rate = frappe.db.sql(
"""select rate from `tabBOM Item`
where parent='BOM-_Test Item Home Desktop Manufactured-001'
and item_code='_Test Item 2' and docstatus=1 and parenttype='BOM'"""
bom_rates = frappe.db.get_values(
"BOM Item",
{
"parent": "BOM-_Test Item Home Desktop Manufactured-001",
"item_code": "_Test Item 2",
"docstatus": 1,
},
fieldname=["rate", "base_rate"],
as_dict=True,
)
rm_rate = rm_rate[0][0] if rm_rate else 0
rm_base_rate = bom_rates[0].get("base_rate") if bom_rates else 0
# Reset item valuation rate
reset_item_valuation_rate(item_code="_Test Item 2", qty=200, rate=rm_rate + 10)
reset_item_valuation_rate(item_code="_Test Item 2", qty=200, rate=rm_base_rate + 10)
# update cost of all BOMs based on latest valuation rate
update_cost()
update_cost_in_all_boms_in_test()
# check if new valuation rate updated in all BOMs
for d in frappe.db.sql(
"""select rate from `tabBOM Item`
"""select base_rate from `tabBOM Item`
where item_code='_Test Item 2' and docstatus=1 and parenttype='BOM'""",
as_dict=1,
):
self.assertEqual(d.rate, rm_rate + 10)
self.assertEqual(d.base_rate, rm_base_rate + 10)
def test_bom_cost(self):
bom = frappe.copy_doc(test_records[2])
@ -324,43 +331,36 @@ class TestBOM(FrappeTestCase):
def test_bom_recursion_1st_level(self):
"""BOM should not allow BOM item again in child"""
item_code = "_Test BOM Recursion"
make_item(item_code, {"is_stock_item": 1})
item_code = make_item(properties={"is_stock_item": 1}).name
bom = frappe.new_doc("BOM")
bom.item = item_code
bom.append("items", frappe._dict(item_code=item_code))
with self.assertRaises(frappe.ValidationError) as err:
bom.save()
with self.assertRaises(BOMRecursionError):
bom.items[0].bom_no = bom.name
bom.save()
self.assertTrue("recursion" in str(err.exception).lower())
frappe.delete_doc("BOM", bom.name, ignore_missing=True)
def test_bom_recursion_transitive(self):
item1 = "_Test BOM Recursion"
item2 = "_Test BOM Recursion 2"
make_item(item1, {"is_stock_item": 1})
make_item(item2, {"is_stock_item": 1})
item1 = make_item(properties={"is_stock_item": 1}).name
item2 = make_item(properties={"is_stock_item": 1}).name
bom1 = frappe.new_doc("BOM")
bom1.item = item1
bom1.append("items", frappe._dict(item_code=item2))
bom1.save()
bom1.submit()
bom2 = frappe.new_doc("BOM")
bom2.item = item2
bom2.append("items", frappe._dict(item_code=item1))
bom2.save()
with self.assertRaises(frappe.ValidationError) as err:
bom2.items[0].bom_no = bom1.name
bom1.items[0].bom_no = bom2.name
with self.assertRaises(BOMRecursionError):
bom1.save()
bom2.save()
bom2.submit()
self.assertTrue("recursion" in str(err.exception).lower())
bom1.cancel()
frappe.delete_doc("BOM", bom1.name, ignore_missing=True, force=True)
frappe.delete_doc("BOM", bom2.name, ignore_missing=True, force=True)
def test_bom_with_process_loss_item(self):
fg_item_non_whole, fg_item_whole, bom_item = create_process_loss_bom_items()

1
erpnext/manufacturing/doctype/bom/test_records.json
View File

@ -32,6 +32,7 @@
"is_active": 1,
"is_default": 1,
"item": "_Test Item Home Desktop Manufactured",
"company": "_Test Company",
"quantity": 1.0
},
{

4
erpnext/manufacturing/doctype/bom_explosion_item/bom_explosion_item.json
View File

@ -169,13 +169,15 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2020-10-08 16:21:29.386212",
"modified": "2022-05-27 13:42:23.305455",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "BOM Explosion Item",
"naming_rule": "Random",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"states": [],
"track_changes": 1
}

12
erpnext/manufacturing/doctype/bom_item/bom_item.json
View File

@ -33,7 +33,6 @@
"amount",
"base_amount",
"section_break_18",
"scrap",
"qty_consumed_per_unit",
"section_break_27",
"has_variants",
@ -223,15 +222,6 @@
"fieldname": "section_break_18",
"fieldtype": "Section Break"
},
{
"columns": 1,
"fieldname": "scrap",
"fieldtype": "Float",
"label": "Scrap %",
"oldfieldname": "scrap",
"oldfieldtype": "Currency",
"print_hide": 1
},
{
"fieldname": "qty_consumed_per_unit",
"fieldtype": "Float",
@ -298,7 +288,7 @@
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2022-01-24 16:57:57.020232",
"modified": "2022-05-19 02:32:43.785470",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "BOM Item",

0
erpnext/setup/doctype/naming_series/__init__.py → erpnext/manufacturing/doctype/bom_update_batch/__init__.py
View File

55
erpnext/manufacturing/doctype/bom_update_batch/bom_update_batch.json Normal file
View File

@ -0,0 +1,55 @@
{
"actions": [],
"autoname": "autoincrement",
"creation": "2022-05-31 17:34:39.825537",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"level",
"batch_no",
"boms_updated",
"status"
],
"fields": [
{
"fieldname": "level",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Level"
},
{
"fieldname": "batch_no",
"fieldtype": "Int",
"in_list_view": 1,
"label": "Batch No."
},
{
"fieldname": "boms_updated",
"fieldtype": "Long Text",
"hidden": 1,
"in_list_view": 1,
"label": "BOMs Updated"
},
{
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"options": "Pending\nCompleted",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2022-06-06 14:50:35.161062",
"modified_by": "Administrator",
"module": "Manufacturing",
"name": "BOM Update Batch",
"naming_rule": "Autoincrement",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"states": []
}

9
erpnext/manufacturing/doctype/bom_update_batch/bom_update_batch.py Normal file
View File

@ -0,0 +1,9 @@
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class BOMUpdateBatch(Document):
pass

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