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Merge pull request #5770 from saurabh6790/demo_expense_claim

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[enhance] demo for expense claim #5731
This commit is contained in:
Rushabh Mehta 2016-07-19 21:34:30 +05:30 committed by GitHub
commit f997c6981d
13 changed files with 337 additions and 64 deletions
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25
erpnext/demo/setup_data.py
View File

@ -3,7 +3,8 @@ from __future__ import unicode_literals
import random, json
from erpnext.demo.domains import data
import frappe, erpnext
from frappe.utils import cint, flt
from frappe.utils import cint, flt, now_datetime, cstr
from frappe import _
def setup_data():
domain = frappe.flags.domain
@ -28,6 +29,7 @@ def setup_data():
setup_employee()
setup_salary_structure()
setup_salary_structure_for_timesheet()
setup_account_to_expense_type()
setup_user_roles()
frappe.db.commit()
frappe.clear_cache()
@ -64,11 +66,11 @@ def setup_demo_page():
def setup_fiscal_year():
fiscal_year = None
for year in xrange(2014, frappe.utils.now_datetime().year + 1, 1):
for year in xrange(2014, now_datetime().year + 1, 1):
try:
fiscal_year = frappe.get_doc({
"doctype": "Fiscal Year",
"year": frappe.utils.cstr(year),
"year": cstr(year),
"year_start_date": "{0}-01-01".format(year),
"year_end_date": "{0}-12-31".format(year)
}).insert()
@ -80,7 +82,7 @@ def setup_fiscal_year():
def setup_holiday_list():
"""Setup Holiday List for the current year"""
year = frappe.utils.now_datetime().year
year = now_datetime().year
holiday_list = frappe.get_doc({
"doctype": "Holiday List",
"holiday_list_name": str(year),
@ -306,6 +308,21 @@ def setup_account():
doc.parent_account = frappe.db.get_value('Account', {'account_name': doc.parent_account})
doc.insert()
def setup_account_to_expense_type():
expense_types = [{'name': _('Calls'), "account": "Sales Expenses - WPL"},
{'name': _('Food'), "account": "Entertainment Expenses - WPL"},
{'name': _('Medical'), "account": "Utility Expenses - WPL"},
{'name': _('Others'), "account": "Miscellaneous Expenses - WPL"},
{'name': _('Travel'), "account": "Travel Expenses - WPL"}]
for expense_type in expense_types:
doc = frappe.get_doc("Expense Claim Type", expense_type["name"])
doc.append("accounts", {
"company" : erpnext.get_default_company(),
"default_account" : expense_type["account"]
})
doc.save(ignore_permissions=True)
def setup_user_roles():
if not frappe.db.get_global('demo_hr_user'):
user = frappe.get_doc('User', 'CharmaineGaudreau@example.com')

56
erpnext/demo/user/hr.py
View File

@ -5,6 +5,7 @@ from frappe.utils import random_string
from erpnext.projects.doctype.timesheet.test_timesheet import make_timesheet
from erpnext.projects.doctype.timesheet.timesheet import make_salary_slip, make_sales_invoice
from frappe.utils.make_random import how_many, get_random
from erpnext.hr.doctype.expense_claim.expense_claim import get_expense_approver, make_bank_entry
def work():
frappe.set_user(frappe.db.get_global('demo_hr_user'))
@ -30,6 +31,61 @@ def work():
if frappe.db.get_global('demo_hr_user'):
make_timesheet_records()
#expense claim
expense_claim = frappe.new_doc("Expense Claim")
expense_claim.extend('expenses', get_expenses())
expense_claim.employee = get_random("Employee")
expense_claim.company = frappe.flags.company
expense_claim.posting_date = frappe.flags.current_date
expense_claim.exp_approver = filter((lambda x: x[0] != 'Administrator'), get_expense_approver(None, '', None, 0, 20, None))[0][0]
expense_claim.insert()
rand = random.random()
if rand < 0.4:
expense_claim.approval_status = "Approved"
update_sanctioned_amount(expense_claim)
expense_claim.submit()
if random.randint(0, 1):
#make journal entry against expense claim
je = frappe.get_doc(make_bank_entry(expense_claim.name))
je.posting_date = frappe.flags.current_date
je.cheque_no = random_string(10)
je.cheque_date = frappe.flags.current_date
je.flags.ignore_permissions = 1
je.submit()
elif rand < 0.2:
expense_claim.approval_status = "Rejected"
expense_claim.submit()
def get_expenses():
expenses = []
expese_types = frappe.db.sql("""select ect.name, eca.default_account from `tabExpense Claim Type` ect,
`tabExpense Claim Account` eca where eca.parent=ect.name
and eca.company=%s """, frappe.flags.company,as_dict=1)
for expense_type in expese_types[:random.randint(1,4)]:
claim_amount = random.randint(1,20)*10
expenses.append({
"expense_date": frappe.flags.current_date,
"expense_type": expense_type.name,
"default_account": expense_type.default_account or "Miscellaneous Expenses - WPL",
"claim_amount": claim_amount,
"sanctioned_amount": claim_amount
})
return expenses
def update_sanctioned_amount(expense_claim):
for expense in expense_claim.expenses:
sanctioned_amount = random.randint(1,20)*10
if sanctioned_amount < expense.claim_amount:
expense.sanctioned_amount = sanctioned_amount
def get_timesheet_based_salary_slip_employee():
return frappe.get_all('Salary Structure', fields = ["distinct employee as name"],

48
erpnext/hr/doctype/expense_claim/expense_claim.js
View File

@ -7,39 +7,30 @@ erpnext.hr.ExpenseClaimController = frappe.ui.form.Controller.extend({
make_bank_entry: function() {
var me = this;
return frappe.call({
method: "erpnext.accounts.doctype.journal_entry.journal_entry.get_default_bank_cash_account",
method: "erpnext.hr.doctype.expense_claim.expense_claim.make_bank_entry",
args: {
"company": cur_frm.doc.company,
"account_type": "Bank"
"docname": cur_frm.doc.name,
},
callback: function(r) {
var jv = frappe.model.make_new_doc_and_get_name('Journal Entry');
jv = locals['Journal Entry'][jv];
jv.voucher_type = 'Bank Entry';
jv.company = cur_frm.doc.company;
jv.remark = 'Payment against Expense Claim: ' + cur_frm.doc.name;
var expense = cur_frm.doc.expenses || [];
for(var i = 0; i < expense.length; i++){
var d1 = frappe.model.add_child(jv, 'Journal Entry Account', 'accounts');
d1.account = expense[i].default_account;
d1.debit_in_account_currency = expense[i].sanctioned_amount;
d1.reference_type = cur_frm.doc.doctype;
d1.reference_name = cur_frm.doc.name;
}
var doc = frappe.model.sync(r.message);
frappe.set_route('Form', 'Journal Entry', r.message.name);
}
});
},
expense_type: function(frm, cdt, cdn) {
var d = locals[cdt][cdn];
// credit to bank
var d1 = frappe.model.add_child(jv, 'Journal Entry Account', 'accounts');
d1.credit_in_account_currency = cur_frm.doc.total_sanctioned_amount;
d1.reference_type = cur_frm.doc.doctype;
d1.reference_name = cur_frm.doc.name;
if(r.message) {
d1.account = r.message.account;
d1.balance = r.message.balance;
d1.account_currency = r.message.account_currency;
d1.account_type = r.message.account_type;
return frappe.call({
method: "erpnext.hr.doctype.expense_claim.expense_claim.get_expense_claim_account",
args: {
"expense_claim_type": d.expense_type,
"company": frm.company
},
callback: function(r) {
if (r.message) {
d.default_account = r.message.account;
}
frappe.set_route('Form', 'Journal Entry', jv.name);
}
});
}
@ -49,7 +40,6 @@ $.extend(cur_frm.cscript, new erpnext.hr.ExpenseClaimController({frm: cur_frm}))
cur_frm.add_fetch('employee', 'company', 'company');
cur_frm.add_fetch('employee','employee_name','employee_name');
cur_frm.add_fetch('expense_type', 'default_account', 'default_account');
cur_frm.cscript.onload = function(doc,cdt,cdn) {
if(!doc.approval_status)

52
erpnext/hr/doctype/expense_claim/expense_claim.py
View File

@ -20,6 +20,7 @@ class ExpenseClaim(Document):
self.validate_expense_approver()
self.calculate_total_amount()
set_employee_name(self)
self.set_expense_account()
if self.task and not self.project:
self.project = frappe.db.get_value("Task", self.task, "project")
@ -59,7 +60,11 @@ class ExpenseClaim(Document):
if flt(d.sanctioned_amount) > flt(d.claim_amount):
frappe.throw(_("Sanctioned Amount cannot be greater than Claim Amount in Row {0}.").format(d.idx))
def set_expense_account(self):
for expense in self.expenses:
if not expense.default_account:
expense.default_account = get_expense_claim_account(expense.expense_type, self.company)["account"]
@frappe.whitelist()
def get_expense_approver(doctype, txt, searchfield, start, page_len, filters):
return frappe.db.sql("""
@ -68,3 +73,48 @@ def get_expense_approver(doctype, txt, searchfield, start, page_len, filters):
where u.name = r.parent and r.role = 'Expense Approver'
and u.enabled = 1 and u.name like %s
""", ("%" + txt + "%"))
@frappe.whitelist()
def make_bank_entry(docname):
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
expense_claim = frappe.get_doc("Expense Claim", docname)
default_bank_cash_account = get_default_bank_cash_account(expense_claim.company, "Bank")
je = frappe.new_doc("Journal Entry")
je.voucher_type = 'Bank Entry'
je.company = expense_claim.company
je.remark = 'Payment against Expense Claim: ' + docname;
for expense in expense_claim.expenses:
je.append("accounts", {
"account": expense.default_account,
"debit_in_account_currency": expense.sanctioned_amount,
"reference_type": "Expense Claim",
"reference_name": expense_claim.name
})
je.append("accounts", {
"account": default_bank_cash_account.account,
"credit_in_account_currency": expense_claim.total_sanctioned_amount,
"reference_type": "Expense Claim",
"reference_name": expense_claim.name,
"balance": default_bank_cash_account.balance,
"account_currency": default_bank_cash_account.account_currency,
"account_type": default_bank_cash_account.account_type
})
return je.as_dict()
@frappe.whitelist()
def get_expense_claim_account(expense_claim_type, company):
account = frappe.db.get_value("Expense Claim Account",
{"parent": expense_claim_type, "company": company}, "default_account")
if not account:
frappe.throw(_("Please set default account in Expense Claim Type {0}")
.format(expense_claim_type))
return {
"account": account
}

4
erpnext/hr/doctype/expense_claim/test_expense_claim.py
View File

@ -30,7 +30,7 @@ class TestExpenseClaim(unittest.TestCase):
"project": "_Test Project 1",
"task": task_name,
"expenses":
[{ "expense_type": "Food", "claim_amount": 300, "sanctioned_amount": 200 }]
[{ "expense_type": "Food", "default_account": "Entertainment Expenses - _TC", "claim_amount": 300, "sanctioned_amount": 200 }]
})
expense_claim.submit()
@ -44,7 +44,7 @@ class TestExpenseClaim(unittest.TestCase):
"project": "_Test Project 1",
"task": task_name,
"expenses":
[{ "expense_type": "Food", "claim_amount": 600, "sanctioned_amount": 500 }]
[{ "expense_type": "Food", "default_account": "Entertainment Expenses - _TC", "claim_amount": 600, "sanctioned_amount": 500 }]
})
expense_claim2.submit()

0
erpnext/hr/doctype/expense_claim_account/__init__.py Normal file
View File

89
erpnext/hr/doctype/expense_claim_account/expense_claim_account.json Normal file
View File

@ -0,0 +1,89 @@
{
"allow_copy": 0,
"allow_import": 0,
"allow_rename": 0,
"beta": 0,
"creation": "2016-07-18 12:24:16.507860",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "",
"editable_grid": 1,
"fields": [
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "company",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Company",
"length": 0,
"no_copy": 0,
"options": "Company",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "default_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 1,
"label": "Default Account",
"length": 0,
"no_copy": 0,
"options": "Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"unique": 0
}
],
"hide_heading": 0,
"hide_toolbar": 0,
"idx": 0,
"image_view": 0,
"in_create": 0,
"in_dialog": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 1,
"max_attachments": 0,
"modified": "2016-07-18 12:39:29.709848",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim Account",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 1,
"read_only": 0,
"read_only_onload": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_seen": 0
}

10
erpnext/hr/doctype/expense_claim_account/expense_claim_account.py Normal file
View File

@ -0,0 +1,10 @@
# -*- coding: utf-8 -*-
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
from __future__ import unicode_literals
import frappe
from frappe.model.document import Document
class ExpenseClaimAccount(Document):
pass

17
erpnext/hr/doctype/expense_claim_type/expense_claim_type.js Normal file
View File

@ -0,0 +1,17 @@
// Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
// License: GNU General Public License v3. See license.txt
frappe.ui.form.on("Expense Claim Type", {
refresh: function(frm){
frm.fields_dict["accounts"].grid.get_field("default_account").get_query = function(frm, cdt, cdn){
var d = locals[cdt][cdn];
return{
filters: {
"is_group": 0,
"root_type": "Expense",
'company': d.company
}
}
}
}
})

64
erpnext/hr/doctype/expense_claim_type/expense_claim_type.json
View File

@ -3,11 +3,13 @@
"allow_import": 1,
"allow_rename": 0,
"autoname": "field:expense_type",
"beta": 0,
"creation": "2012-03-27 14:35:55",
"custom": 0,
"docstatus": 0,
"doctype": "DocType",
"document_type": "Setup",
"editable_grid": 0,
"fields": [
{
"allow_on_submit": 0,
@ -17,6 +19,7 @@
"fieldtype": "Data",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Expense Claim Type",
@ -26,6 +29,7 @@
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 1,
@ -33,30 +37,6 @@
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "default_account",
"fieldtype": "Link",
"hidden": 0,
"ignore_user_permissions": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Default Account",
"length": 0,
"no_copy": 0,
"options": "Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
},
{
"allow_on_submit": 0,
"bold": 0,
@ -65,6 +45,7 @@
"fieldtype": "Small Text",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Description",
@ -74,6 +55,7 @@
"oldfieldtype": "Small Text",
"permlevel": 0,
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
@ -81,19 +63,46 @@
"set_only_once": 0,
"unique": 0,
"width": "300px"
},
{
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"fieldname": "accounts",
"fieldtype": "Table",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_list_view": 0,
"label": "Accounts",
"length": 0,
"no_copy": 0,
"options": "Expense Claim Account",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"unique": 0
}
],
"hide_heading": 0,
"hide_toolbar": 0,
"icon": "icon-flag",
"idx": 1,
"image_view": 0,
"in_create": 0,
"in_dialog": 0,
"is_submittable": 0,
"issingle": 0,
"istable": 0,
"max_attachments": 0,
"modified": "2015-11-16 06:29:47.084611",
"modified": "2016-07-18 12:36:10.096252",
"modified_by": "Administrator",
"module": "HR",
"name": "Expense Claim Type",
@ -140,6 +149,9 @@
"write": 0
}
],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0
"read_only_onload": 0,
"sort_order": "ASC",
"track_seen": 0
}

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

@ -3,8 +3,25 @@
from __future__ import unicode_literals
import frappe
from frappe import _
from frappe.model.document import Document
class ExpenseClaimType(Document):
pass
def validate(self):
self.validate_accounts()
self.validate_repeating_companies()
def validate_repeating_companies(self):
"""Error when Same Company is entered multiple times in accounts"""
accounts_list = []
for entry in self.accounts:
accounts_list.append(entry.company)
if len(accounts_list)!= len(set(accounts_list)):
frappe.throw(_("Same Company is entered more than once"))
def validate_accounts(self):
for entry in self.accounts:
"""Error when Company of Ledger account doesn't match with Company Selected"""
if frappe.db.get_value("Account", entry.default_account, "company") != entry.company:
frappe.throw(_("Account does not match with Company"))

1
erpnext/patches.txt
View File

@ -298,3 +298,4 @@ execute:frappe.reload_doc('projects', 'doctype', 'timesheet', force=True)
execute:frappe.delete_doc_if_exists("Report", "Employee Holiday Attendance")
execute:frappe.delete_doc_if_exists("DocType", "Payment Tool")
execute:frappe.delete_doc_if_exists("DocType", "Payment Tool Detail")
erpnext.patches.v7_0.setup_account_table_for_expense_claim_type_if_exists

14
erpnext/patches/v7_0/setup_account_table_for_expense_claim_type_if_exists.py Normal file
View File

@ -0,0 +1,14 @@
from __future__ import unicode_literals
import frappe
def execute():
frappe.reload_doc("hr", "doctype", "expense_claim_type")
for expense_claim_type in frappe.get_all("Expense Claim Type", fields=["name", "default_account"]):
if expense_claim_type.default_account:
doc = frappe.get_doc("Expense Claim Type", expense_claim_type.name)
doc.append("accounts", {
"company": frappe.db.get_value("Account", expense_claim_type.default_account, "company"),
"default_account": expense_claim_type.default_account,
})
doc.save(ignore_permissions=True)