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Merge branch 'develop' into supplier-primary-address

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Marica 2021-08-30 12:51:37 +05:30 committed by GitHub
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70 changed files with 1796 additions and 270 deletions
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7
.github/helper/install.sh vendored
View File

@ -4,11 +4,7 @@ set -e
cd ~ || exit
sudo apt-get install redis-server
sudo apt install nodejs
sudo apt install npm
sudo apt-get install redis-server libcups2-dev
pip install frappe-bench
@ -32,7 +28,6 @@ wget -O /tmp/wkhtmltox.tar.xz https://github.com/frappe/wkhtmltopdf/raw/master/w
tar -xf /tmp/wkhtmltox.tar.xz -C /tmp
sudo mv /tmp/wkhtmltox/bin/wkhtmltopdf /usr/local/bin/wkhtmltopdf
sudo chmod o+x /usr/local/bin/wkhtmltopdf
sudo apt-get install libcups2-dev
cd ~/frappe-bench || exit

8
.github/workflows/patch.yml vendored
View File

@ -31,7 +31,13 @@ jobs:
- name: Setup Python
uses: actions/setup-python@v2
with:
python-version: 3.6
python-version: 3.7
- name: Setup Node
uses: actions/setup-node@v2
with:
node-version: 14
check-latest: true
- name: Add to Hosts
run: echo "127.0.0.1 test_site" | sudo tee -a /etc/hosts

6
.github/workflows/server-tests.yml vendored
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@ -43,6 +43,12 @@ jobs:
with:
python-version: 3.7
- name: Setup Node
uses: actions/setup-node@v2
with:
node-version: 14
check-latest: true
- name: Add to Hosts
run: echo "127.0.0.1 test_site" | sudo tee -a /etc/hosts

2
erpnext/accounts/doctype/account/account.js
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@ -74,7 +74,7 @@ frappe.ui.form.on('Account', {
});
} else if (cint(frm.doc.is_group) == 0
&& frappe.boot.user.can_read.indexOf("GL Entry") !== -1) {
cur_frm.add_custom_button(__('Ledger'), function () {
frm.add_custom_button(__('Ledger'), function () {
frappe.route_options = {
"account": frm.doc.name,
"from_date": frappe.sys_defaults.year_start_date,

43
erpnext/accounts/doctype/accounts_settings/accounts_settings.js
View File

@ -6,46 +6,3 @@ frappe.ui.form.on('Accounts Settings', {
}
});
frappe.tour['Accounts Settings'] = [
{
fieldname: "acc_frozen_upto",
title: "Accounts Frozen Upto",
description: __("Freeze accounting transactions up to specified date, nobody can make/modify entry except the specified Role."),
},
{
fieldname: "frozen_accounts_modifier",
title: "Role Allowed to Set Frozen Accounts & Edit Frozen Entries",
description: __("Users with this Role are allowed to set frozen accounts and create/modify accounting entries against frozen accounts.")
},
{
fieldname: "determine_address_tax_category_from",
title: "Determine Address Tax Category From",
description: __("Tax category can be set on Addresses. An address can be Shipping or Billing address. Set which addres to select when applying Tax Category.")
},
{
fieldname: "over_billing_allowance",
title: "Over Billing Allowance Percentage",
description: __("The percentage by which you can overbill transactions. For example, if the order value is $100 for an Item and percentage here is set as 10% then you are allowed to bill for $110.")
},
{
fieldname: "credit_controller",
title: "Credit Controller",
description: __("Select the role that is allowed to submit transactions that exceed credit limits set. The credit limit can be set in the Customer form.")
},
{
fieldname: "make_payment_via_journal_entry",
title: "Make Payment via Journal Entry",
description: __("When checked, if user proceeds to make payment from an invoice, the system will open a Journal Entry instead of a Payment Entry.")
},
{
fieldname: "unlink_payment_on_cancellation_of_invoice",
title: "Unlink Payment on Cancellation of Invoice",
description: __("If checked, system will unlink the payment against the respective invoice.")
},
{
fieldname: "unlink_advance_payment_on_cancelation_of_order",
title: "Unlink Advance Payment on Cancellation of Order",
description: __("Similar to the previous option, this unlinks any advance payments made against Purchase/Sales Orders.")
}
];

138
erpnext/accounts/doctype/period_closing_voucher/test_period_closing_voucher.py
View File

@ -13,59 +13,49 @@ from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_sal
class TestPeriodClosingVoucher(unittest.TestCase):
def test_closing_entry(self):
year_start_date = get_fiscal_year(today(), company="_Test Company")[1]
frappe.db.sql("delete from `tabGL Entry` where company='Test PCV Company'")
make_journal_entry("_Test Bank - _TC", "Sales - _TC", 400,
"_Test Cost Center - _TC", posting_date=now(), submit=True)
company = create_company()
cost_center = create_cost_center('Test Cost Center 1')
make_journal_entry("_Test Account Cost for Goods Sold - _TC",
"_Test Bank - _TC", 600, "_Test Cost Center - _TC", posting_date=now(), submit=True)
jv1 = make_journal_entry(
amount=400,
account1="Cash - TPC",
account2="Sales - TPC",
cost_center=cost_center,
posting_date=now(),
save=False
)
jv1.company = company
jv1.save()
jv1.submit()
random_expense_account = frappe.db.sql("""
select t1.account,
sum(t1.debit) - sum(t1.credit) as balance,
sum(t1.debit_in_account_currency) - sum(t1.credit_in_account_currency) \
as balance_in_account_currency
from `tabGL Entry` t1, `tabAccount` t2
where t1.account = t2.name and t2.root_type = 'Expense'
and t2.docstatus < 2 and t2.company = '_Test Company'
and t1.posting_date between %s and %s
group by t1.account
having sum(t1.debit) > sum(t1.credit)
limit 1""", (year_start_date, today()), as_dict=True)
profit_or_loss = frappe.db.sql("""select sum(t1.debit) - sum(t1.credit) as balance
from `tabGL Entry` t1, `tabAccount` t2
where t1.account = t2.name and t2.report_type = 'Profit and Loss'
and t2.docstatus < 2 and t2.company = '_Test Company'
and t1.posting_date between %s and %s""", (year_start_date, today()))
profit_or_loss = flt(profit_or_loss[0][0]) if profit_or_loss else 0
jv2 = make_journal_entry(
amount=600,
account1="Cost of Goods Sold - TPC",
account2="Cash - TPC",
cost_center=cost_center,
posting_date=now(),
save=False
)
jv2.company = company
jv2.save()
jv2.submit()
pcv = self.make_period_closing_voucher()
surplus_account = pcv.closing_account_head
# Check value for closing account
gle_amount_for_closing_account = frappe.db.sql("""select debit - credit
from `tabGL Entry` where voucher_type='Period Closing Voucher' and voucher_no=%s
and account = '_Test Account Reserves and Surplus - _TC'""", pcv.name)
expected_gle = (
('Cost of Goods Sold - TPC', 0.0, 600.0),
(surplus_account, 600.0, 400.0),
('Sales - TPC', 400.0, 0.0)
)
gle_amount_for_closing_account = flt(gle_amount_for_closing_account[0][0]) \
if gle_amount_for_closing_account else 0
pcv_gle = frappe.db.sql("""
select account, debit, credit from `tabGL Entry` where voucher_no=%s order by account
""", (pcv.name))
self.assertEqual(gle_amount_for_closing_account, profit_or_loss)
if random_expense_account:
# Check posted value for teh above random_expense_account
gle_for_random_expense_account = frappe.db.sql("""
select sum(debit - credit) as amount,
sum(debit_in_account_currency - credit_in_account_currency) as amount_in_account_currency
from `tabGL Entry`
where voucher_type='Period Closing Voucher' and voucher_no=%s and account =%s""",
(pcv.name, random_expense_account[0].account), as_dict=True)
self.assertEqual(gle_for_random_expense_account[0].amount, -1*random_expense_account[0].balance)
self.assertEqual(gle_for_random_expense_account[0].amount_in_account_currency,
-1*random_expense_account[0].balance_in_account_currency)
self.assertEqual(pcv_gle, expected_gle)
def test_cost_center_wise_posting(self):
frappe.db.sql("delete from `tabGL Entry` where company='Test PCV Company'")
@ -93,31 +83,23 @@ class TestPeriodClosingVoucher(unittest.TestCase):
debit_to="Debtors - TPC"
)
pcv = frappe.get_doc({
"transaction_date": today(),
"posting_date": today(),
"fiscal_year": get_fiscal_year(today())[0],
"company": "Test PCV Company",
"cost_center_wise_pnl": 1,
"closing_account_head": surplus_account,
"remarks": "Test",
"doctype": "Period Closing Voucher"
})
pcv.insert()
pcv.submit()
pcv = self.make_period_closing_voucher()
surplus_account = pcv.closing_account_head
expected_gle = (
('Sales - TPC', 200.0, 0.0, cost_center2),
(surplus_account, 0.0, 400.0, cost_center1),
(surplus_account, 0.0, 200.0, cost_center2),
('Sales - TPC', 400.0, 0.0, cost_center1),
(surplus_account, 0.0, 400.0, cost_center1)
('Sales - TPC', 200.0, 0.0, cost_center2),
)
pcv_gle = frappe.db.sql("""
select account, debit, credit, cost_center from `tabGL Entry` where voucher_no=%s
select account, debit, credit, cost_center
from `tabGL Entry` where voucher_no=%s
order by account, cost_center
""", (pcv.name))
self.assertTrue(pcv_gle, expected_gle)
self.assertEqual(pcv_gle, expected_gle)
def test_period_closing_with_finance_book_entries(self):
frappe.db.sql("delete from `tabGL Entry` where company='Test PCV Company'")
@ -146,39 +128,35 @@ class TestPeriodClosingVoucher(unittest.TestCase):
jv.save()
jv.submit()
pcv = frappe.get_doc({
"transaction_date": today(),
"posting_date": today(),
"fiscal_year": get_fiscal_year(today())[0],
"company": company,
"closing_account_head": surplus_account,
"remarks": "Test",
"doctype": "Period Closing Voucher"
})
pcv.insert()
pcv.submit()
pcv = self.make_period_closing_voucher()
surplus_account = pcv.closing_account_head
expected_gle = (
(surplus_account, 0.0, 400.0, ''),
(surplus_account, 0.0, 400.0, None),
(surplus_account, 0.0, 400.0, jv.finance_book),
('Sales - TPC', 400.0, 0.0, ''),
('Sales - TPC', 400.0, 0.0, None),
('Sales - TPC', 400.0, 0.0, jv.finance_book)
)
pcv_gle = frappe.db.sql("""
select account, debit, credit, finance_book from `tabGL Entry` where voucher_no=%s
select account, debit, credit, finance_book
from `tabGL Entry` where voucher_no=%s
order by account, finance_book
""", (pcv.name))
self.assertTrue(pcv_gle, expected_gle)
self.assertEqual(pcv_gle, expected_gle)
def make_period_closing_voucher(self):
surplus_account = create_account()
cost_center = create_cost_center("Test Cost Center 1")
pcv = frappe.get_doc({
"doctype": "Period Closing Voucher",
"closing_account_head": "_Test Account Reserves and Surplus - _TC",
"company": "_Test Company",
"fiscal_year": get_fiscal_year(today(), company="_Test Company")[0],
"transaction_date": today(),
"posting_date": today(),
"cost_center": "_Test Cost Center - _TC",
"company": "Test PCV Company",
"fiscal_year": get_fiscal_year(today(), company="Test PCV Company")[0],
"cost_center": cost_center,
"closing_account_head": surplus_account,
"remarks": "test"
})
pcv.insert()

22
erpnext/accounts/doctype/sales_taxes_and_charges_template/sales_taxes_and_charges_template.js
View File

@ -5,25 +5,3 @@ cur_frm.cscript.tax_table = "Sales Taxes and Charges";
{% include "erpnext/public/js/controllers/accounts.js" %}
frappe.tour['Sales Taxes and Charges Template'] = [
{
fieldname: "title",
title: __("Title"),
description: __("A name by which you will identify this template. You can change this later."),
},
{
fieldname: "company",
title: __("Company"),
description: __("Company for which this tax template will be applicable"),
},
{
fieldname: "is_default",
title: __("Is this Default?"),
description: __("Set this template as the default for all sales transactions"),
},
{
fieldname: "taxes",
title: __("Taxes Table"),
description: __("You can add a row for a tax rule here. These rules can be applied on the net total, or can be a flat amount."),
}
];

113
erpnext/accounts/form_tour/accounts_settings/accounts_settings.json Normal file
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@ -0,0 +1,113 @@
{
"creation": "2021-06-29 17:00:18.273054",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-06-29 17:00:26.145996",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts Settings",
"owner": "Administrator",
"reference_doctype": "Accounts Settings",
"save_on_complete": 0,
"steps": [
{
"description": "The percentage by which you can overbill transactions. For example, if the order value is $100 for an Item and percentage here is set as 10% then you are allowed to bill for $110.",
"field": "",
"fieldname": "over_billing_allowance",
"fieldtype": "Currency",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Over Billing Allowance (%)",
"parent_field": "",
"position": "Right",
"title": "Over Billing Allowance Percentage"
},
{
"description": "Select the role that is allowed to overbill a transactions.",
"field": "",
"fieldname": "role_allowed_to_over_bill",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Role Allowed to Over Bill ",
"parent_field": "",
"position": "Right",
"title": "Role Allowed to Over Bill"
},
{
"description": "If checked, system will unlink the payment against the respective invoice.",
"field": "",
"fieldname": "unlink_payment_on_cancellation_of_invoice",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Unlink Payment on Cancellation of Invoice",
"parent_field": "",
"position": "Bottom",
"title": "Unlink Payment on Cancellation of Invoice"
},
{
"description": "Similar to the previous option, this unlinks any advance payments made against Purchase/Sales Orders.",
"field": "",
"fieldname": "unlink_advance_payment_on_cancelation_of_order",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Unlink Advance Payment on Cancellation of Order",
"parent_field": "",
"position": "Bottom",
"title": "Unlink Advance Payment on Cancellation of Order"
},
{
"description": "Tax category can be set on Addresses. An address can be Shipping or Billing address. Set which addres to select when applying Tax Category.",
"field": "",
"fieldname": "determine_address_tax_category_from",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Determine Address Tax Category From",
"parent_field": "",
"position": "Right",
"title": "Determine Address Tax Category From"
},
{
"description": "Freeze accounting transactions up to specified date, nobody can make/modify entry except the specified Role.",
"field": "",
"fieldname": "acc_frozen_upto",
"fieldtype": "Date",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Accounts Frozen Till Date",
"parent_field": "",
"position": "Right",
"title": "Accounts Frozen Upto"
},
{
"description": "Users with this Role are allowed to set frozen accounts and create/modify accounting entries against frozen accounts.",
"field": "",
"fieldname": "frozen_accounts_modifier",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Role Allowed to Set Frozen Accounts and Edit Frozen Entries",
"parent_field": "",
"position": "Right",
"title": "Role Allowed to Set Frozen Accounts & Edit Frozen Entries"
},
{
"description": "Select the role that is allowed to submit transactions that exceed credit limits set. The credit limit can be set in the Customer form.",
"field": "",
"fieldname": "credit_controller",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Credit Controller",
"parent_field": "",
"position": "Left",
"title": "Credit Controller"
}
],
"title": "Accounts Settings"
}

96
erpnext/accounts/form_tour/purchase_invoice/purchase_invoice.json Normal file
View File

@ -0,0 +1,96 @@
{
"creation": "2021-06-29 16:31:48.558826",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-06-29 16:31:48.558826",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Purchase Invoice",
"owner": "Administrator",
"reference_doctype": "Purchase Invoice",
"save_on_complete": 1,
"steps": [
{
"description": "Select Supplier",
"field": "",
"fieldname": "supplier",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Supplier",
"next_step_condition": "supplier",
"parent_field": "",
"position": "Right",
"title": "Select Supplier"
},
{
"description": "Add items in the table",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
"parent_field": "",
"position": "Bottom",
"title": "List of Items"
},
{
"child_doctype": "Purchase Invoice Item",
"description": "Select an item",
"field": "",
"fieldname": "item_code",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Item",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Select Item"
},
{
"child_doctype": "Purchase Invoice Item",
"description": "Enter the quantity",
"field": "",
"fieldname": "qty",
"fieldtype": "Float",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Accepted Qty",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Enter Quantity"
},
{
"child_doctype": "Purchase Invoice Item",
"description": "Enter rate of the item",
"field": "",
"fieldname": "rate",
"fieldtype": "Currency",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Rate",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Enter Rate"
},
{
"description": "You can add taxes here",
"field": "",
"fieldname": "taxes",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Purchase Taxes and Charges",
"parent_field": "",
"position": "Bottom",
"title": "Select taxes"
}
],
"title": "Purchase Invoice"
}

65
erpnext/accounts/form_tour/sales_taxes_and_charges_template/sales_taxes_and_charges_template.json Normal file
View File

@ -0,0 +1,65 @@
{
"creation": "2021-08-24 12:28:18.044902",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-24 12:28:18.044902",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Taxes and Charges Template",
"owner": "Administrator",
"reference_doctype": "Sales Taxes and Charges Template",
"save_on_complete": 0,
"steps": [
{
"description": "A name by which you will identify this template. You can change this later.",
"field": "",
"fieldname": "title",
"fieldtype": "Data",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Title",
"parent_field": "",
"position": "Bottom",
"title": "Title"
},
{
"description": "Company for which this tax template will be applicable",
"field": "",
"fieldname": "company",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Company",
"parent_field": "",
"position": "Bottom",
"title": "Company"
},
{
"description": "Set this template as the default for all sales transactions",
"field": "",
"fieldname": "is_default",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Default",
"parent_field": "",
"position": "Bottom",
"title": "Is this Default Tax Template?"
},
{
"description": "You can add a row for a tax rule here. These rules can be applied on the net total, or can be a flat amount.",
"field": "",
"fieldname": "taxes",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Sales Taxes and Charges",
"parent_field": "",
"position": "Bottom",
"title": "Taxes Table"
}
],
"title": "Sales Taxes and Charges Template"
}

16
erpnext/accounts/module_onboarding/accounts/accounts.json
View File

@ -13,12 +13,15 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/accounts",
"idx": 0,
"is_complete": 0,
"modified": "2020-10-30 15:41:15.547225",
"modified": "2021-08-13 11:59:35.690443",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounts",
"owner": "Administrator",
"steps": [
{
"step": "Company"
},
{
"step": "Chart of Accounts"
},
@ -26,22 +29,19 @@
"step": "Setup Taxes"
},
{
"step": "Create a Product"
"step": "Accounts Settings"
},
{
"step": "Create a Supplier"
"step": "Cost Centers for Report and Budgeting"
},
{
"step": "Create Your First Purchase Invoice"
},
{
"step": "Create a Customer"
"step": "Updating Opening Balances"
},
{
"step": "Create Your First Sales Invoice"
},
{
"step": "Configure Account Settings"
"step": "Financial Statements"
}
],
"subtitle": "Accounts, Invoices, Taxation, and more.",

21
erpnext/accounts/onboarding_step/accounts_settings/accounts_settings.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Take a quick walk-through of Accounts Settings",
"creation": "2021-06-29 16:42:03.400731",
"description": "# Account Settings\n\nIn ERPNext, Accounting features are configurable as per your business needs. Accounts Settings is the place to define some of your accounting preferences like:\n\n - Credit Limit and over billing settings\n - Taxation preferences\n - Deferred accounting preferences\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2021-08-13 11:50:06.227835",
"modified_by": "Administrator",
"name": "Accounts Settings",
"owner": "Administrator",
"reference_document": "Accounts Settings",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Accounts Settings",
"validate_action": 1
}

11
erpnext/accounts/onboarding_step/chart_of_accounts/chart_of_accounts.json
View File

@ -1,10 +1,10 @@
{
"action": "Go to Page",
"action_label": "View Chart of Accounts",
"action": "Watch Video",
"action_label": "Learn more about Chart of Accounts",
"callback_message": "You can continue with the onboarding after exploring this page",
"callback_title": "Awesome Work",
"creation": "2020-05-13 19:58:20.928127",
"description": "# Chart Of Accounts\n\nThe Chart of Accounts is the blueprint of the accounts in your organization.\nIt is a tree view of the names of the Accounts (Ledgers and Groups) that a Company requires to manage its books of accounts. ERPNext sets up a simple chart of accounts for each Company you create, but you can modify it according to your needs and legal requirements.\n\nFor each company, Chart of Accounts signifies the way to classify the accounting entries, mostly\nbased on statutory (tax, compliance to government regulations) requirements.\n\nThere's a brief video tutorial about chart of accounts in the next step.",
"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,
"doctype": "Onboarding Step",
"idx": 0,
@ -12,7 +12,7 @@
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-30 14:35:59.474920",
"modified": "2021-08-13 11:46:25.878506",
"modified_by": "Administrator",
"name": "Chart of Accounts",
"owner": "Administrator",
@ -21,5 +21,6 @@
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Chart of Accounts",
"validate_action": 0
"validate_action": 0,
"video_url": "https://www.youtube.com/embed/AcfMCT7wLLo"
}

22
erpnext/accounts/onboarding_step/company/company.json Normal file
View File

@ -0,0 +1,22 @@
{
"action": "Go to Page",
"action_label": "Let's Review your Company",
"creation": "2021-06-29 14:47:42.497318",
"description": "# Company\n\nIn ERPNext, you can also create multiple companies, and establish relationships (group/subsidiary) among them.\n\nWithin the company master, you can capture various default accounts for that Company and set crucial settings related to the accounting methodology followed for a company. \n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-13 11:43:35.767341",
"modified_by": "Administrator",
"name": "Company",
"owner": "Administrator",
"path": "app/company",
"reference_document": "Company",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Company",
"validate_action": 1
}

21
erpnext/accounts/onboarding_step/cost_centers_for_report_and_budgeting/cost_centers_for_report_and_budgeting.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Go to Page",
"action_label": "View Cost Center Tree",
"creation": "2021-07-12 12:02:05.726608",
"description": "# Cost Centers for Budgeting and Analysis\n\nWhile your Books of Accounts are framed to fulfill statutory requirements, you can set up Cost Center and Accounting Dimensions to address your companies reporting and budgeting requirements.\n\nClick here to learn more about how <b>[Cost Center](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/cost-center)</b> and <b> [Dimensions](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/accounting-dimensions)</b> allow you to get advanced financial analytics reports from ERPNext.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-13 11:55:08.510366",
"modified_by": "Administrator",
"name": "Cost Centers for Report and Budgeting",
"owner": "Administrator",
"path": "cost-center/view/tree",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Cost Centers for Budgeting and Analysis",
"validate_action": 1
}

7
erpnext/accounts/onboarding_step/create_your_first_purchase_invoice/create_your_first_purchase_invoice.json
View File

@ -1,14 +1,15 @@
{
"action": "Create Entry",
"action": "Show Form Tour",
"action_label": "Let\u2019s create your first Purchase Invoice",
"creation": "2020-05-14 22:10:07.049704",
"description": "# What's a Purchase Invoice?\n\nA Purchase Invoice is a bill you receive from your Suppliers against which you need to make the payment.\nPurchase Invoice is the exact opposite of your Sales Invoice. Here you accrue expenses to your Supplier. \n\nThe following is what a typical purchase cycle looks like, however you can create a purchase invoice directly as well.\n\n![Purchase Flow](https://docs.erpnext.com/docs/assets/img/accounts/pi-flow.png)\n\n",
"description": "# Create your first Purchase Invoice\n\nA Purchase Invoice is a bill received from a Supplier for a product(s) or service(s) delivery to your company. You can track payables through Purchase Invoice and process Payment Entries against it.\n\nPurchase Invoices can also be created against a Purchase Order or Purchase Receipt.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-30 15:30:26.337773",
"modified": "2021-08-13 11:56:11.677253",
"modified_by": "Administrator",
"name": "Create Your First Purchase Invoice",
"owner": "Administrator",

23
erpnext/accounts/onboarding_step/financial_statements/financial_statements.json Normal file
View File

@ -0,0 +1,23 @@
{
"action": "View Report",
"creation": "2021-07-12 12:08:47.026115",
"description": "# Financial Statements\n\nIn ERPNext, you can get crucial financial reports like [Balance Sheet] and [Profit and Loss] statements with a click of a button. You can run in the report for a different period and plot analytics charts premised on statement data. For more reports, check sections like Financial Statements, General Ledger, and Profitability reports.\n\n<b>[Check Accounting reports](https://docs.erpnext.com/docs/v13/user/manual/en/accounts/accounting-reports)</b>",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-13 11:59:18.767407",
"modified_by": "Administrator",
"name": "Financial Statements",
"owner": "Administrator",
"reference_report": "General Ledger",
"report_description": "General Ledger",
"report_reference_doctype": "GL Entry",
"report_type": "Script Report",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Financial Statements",
"validate_action": 1
}

8
erpnext/accounts/onboarding_step/setup_taxes/setup_taxes.json
View File

@ -1,21 +1,21 @@
{
"action": "Create Entry",
"action_label": "Make a Sales Tax Template",
"action_label": "Manage Sales Tax Templates",
"creation": "2020-05-13 19:29:43.844463",
"description": "# Setting up Taxes\n\nAny sophisticated accounting system, including ERPNext will have automatic tax calculations for your transactions. These calculations are based on user defined rules in compliance to local rules and regulations.\n\nERPNext allows this via *Tax Templates*. These templates can be used in Sales Orders and Sales Invoices. Other types of charges that may apply to your invoices (like shipping, insurance etc.) can also be configured as taxes.\n\nFor Tax Accounts that you want to use in the tax templates, go to:\n\n`> Accounting > Taxes > Sales Taxes and Charges Template`\n\nYou can read more about these templates in our documentation [here](https://docs.erpnext.com/docs/user/manual/en/selling/sales-taxes-and-charges-template)\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",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-10-30 14:54:18.087383",
"modified": "2021-08-13 11:48:37.238610",
"modified_by": "Administrator",
"name": "Setup Taxes",
"owner": "Administrator",
"reference_document": "Sales Taxes and Charges Template",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Lets create a Tax Template for Sales ",
"title": "Setting up Taxes",
"validate_action": 0
}

22
erpnext/accounts/onboarding_step/updating_opening_balances/updating_opening_balances.json Normal file
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@ -0,0 +1,22 @@
{
"action": "Watch Video",
"action_label": "Learn how to update opening balances",
"creation": "2021-07-12 11:53:50.525030",
"description": "# Updating Opening Balances\n\nOnce you close the financial statement in previous accounting software, you can update the same as opening in your ERPNext's Balance Sheet accounts. This will allow you to get complete financial statements from ERPNext in the coming years, and discontinue the parallel accounting system right away.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"intro_video_url": "https://www.youtube.com/embed/U5wPIvEn-0c",
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-13 11:56:45.483418",
"modified_by": "Administrator",
"name": "Updating Opening Balances",
"owner": "Administrator",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Updating Opening Balances",
"validate_action": 1,
"video_url": "https://www.youtube.com/embed/U5wPIvEn-0c"
}

11
erpnext/accounts/utils.py
View File

@ -1086,3 +1086,14 @@ def get_journal_entry(account, stock_adjustment_account, amount):
db_or_cr_stock_adjustment_account : abs(amount)
}]
}
def check_and_delete_linked_reports(report):
""" Check if reports are referenced in Desktop Icon """
icons = frappe.get_all("Desktop Icon",
fields = ['name'],
filters = {
"_report": report
})
if icons:
for icon in icons:
frappe.delete_doc("Desktop Icon", icon)

22
erpnext/accounts/workspace/accounting/accounting.json
View File

@ -233,6 +233,15 @@
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Payment Reconciliation",
"link_to": "Payment Reconciliation",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Sales Invoice",
"hidden": 0,
@ -340,6 +349,15 @@
"onboard": 0,
"type": "Link"
},
{
"hidden": 0,
"is_query_report": 0,
"label": "Payment Reconciliation",
"link_to": "Payment Reconciliation",
"link_type": "DocType",
"onboard": 0,
"type": "Link"
},
{
"dependencies": "Purchase Invoice",
"hidden": 0,
@ -1188,7 +1206,7 @@
"type": "Link"
}
],
"modified": "2021-08-05 12:15:52.872470",
"modified": "2021-08-27 12:15:52.872470",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Accounting",
@ -1249,4 +1267,4 @@
}
],
"title": "Accounting"
}
}

125
erpnext/assets/form_tour/asset/asset.json Normal file
View File

@ -0,0 +1,125 @@
{
"creation": "2021-08-24 16:55:10.923434",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-24 16:55:10.923434",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset",
"owner": "Administrator",
"reference_doctype": "Asset",
"save_on_complete": 0,
"steps": [
{
"description": "Select Naming Series based on which Asset ID will be generated",
"field": "",
"fieldname": "naming_series",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Naming Series",
"parent_field": "",
"position": "Bottom",
"title": "Naming Series"
},
{
"description": "Select an Asset Item",
"field": "",
"fieldname": "item_code",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Item Code",
"parent_field": "",
"position": "Bottom",
"title": "Item Code"
},
{
"description": "Select a Location",
"field": "",
"fieldname": "location",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Location",
"parent_field": "",
"position": "Bottom",
"title": "Location"
},
{
"description": "Check Is Existing Asset",
"field": "",
"fieldname": "is_existing_asset",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Is Existing Asset",
"parent_field": "",
"position": "Bottom",
"title": "Is Existing Asset?"
},
{
"description": "Set Available for use date",
"field": "",
"fieldname": "available_for_use_date",
"fieldtype": "Date",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Available-for-use Date",
"parent_field": "",
"position": "Bottom",
"title": "Available For Use Date"
},
{
"description": "Set Gross purchase amount",
"field": "",
"fieldname": "gross_purchase_amount",
"fieldtype": "Currency",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Gross Purchase Amount",
"parent_field": "",
"position": "Bottom",
"title": "Gross Purchase Amount"
},
{
"description": "Set Purchase Date",
"field": "",
"fieldname": "purchase_date",
"fieldtype": "Date",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Purchase Date",
"parent_field": "",
"position": "Bottom",
"title": "Purchase Date"
},
{
"description": "Check Calculate Depreciation",
"field": "",
"fieldname": "calculate_depreciation",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Calculate Depreciation",
"parent_field": "",
"position": "Bottom",
"title": "Calculate Depreciation"
},
{
"description": "Enter depreciation which has already been booked for this asset",
"field": "",
"fieldname": "opening_accumulated_depreciation",
"fieldtype": "Currency",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Opening Accumulated Depreciation",
"parent_field": "",
"position": "Bottom",
"title": "Accumulated Depreciation"
}
],
"title": "Asset"
}

65
erpnext/assets/form_tour/asset_category/asset_category.json Normal file
View File

@ -0,0 +1,65 @@
{
"creation": "2021-08-24 12:48:20.763173",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-24 12:48:20.763173",
"modified_by": "Administrator",
"module": "Assets",
"name": "Asset Category",
"owner": "Administrator",
"reference_doctype": "Asset Category",
"save_on_complete": 0,
"steps": [
{
"description": "Name Asset category. You can create categories based on Asset Types like Furniture, Property, Electronics etc.",
"field": "",
"fieldname": "asset_category_name",
"fieldtype": "Data",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Asset Category Name",
"parent_field": "",
"position": "Bottom",
"title": "Asset Category Name"
},
{
"description": "Check to enable Capital Work in Progress accounting",
"field": "",
"fieldname": "enable_cwip_accounting",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Enable Capital Work in Progress Accounting",
"parent_field": "",
"position": "Bottom",
"title": "Enable CWIP Accounting"
},
{
"description": "Add a row to define Depreciation Method and other details. Note that you can leave Finance Book blank to have it's accounting done in the primary books of accounts.",
"field": "",
"fieldname": "finance_books",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Finance Books",
"parent_field": "",
"position": "Bottom",
"title": "Finance Book Detail"
},
{
"description": "Select the Fixed Asset and Depreciation accounts applicable for this Asset Category type",
"field": "",
"fieldname": "accounts",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Accounts",
"parent_field": "",
"position": "Bottom",
"title": "Accounts"
}
],
"title": "Asset Category"
}

12
erpnext/assets/module_onboarding/assets/assets.json
View File

@ -13,26 +13,26 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/asset",
"idx": 0,
"is_complete": 0,
"modified": "2020-07-08 14:05:51.828497",
"modified": "2021-08-24 17:50:41.573281",
"modified_by": "Administrator",
"module": "Assets",
"name": "Assets",
"owner": "Administrator",
"steps": [
{
"step": "Introduction to Assets"
"step": "Fixed Asset Accounts"
},
{
"step": "Create a Fixed Asset Item"
"step": "Asset Category"
},
{
"step": "Create an Asset Category"
"step": "Asset Item"
},
{
"step": "Purchase an Asset Item"
"step": "Asset Purchase"
},
{
"step": "Create an Asset"
"step": "Existing Asset"
}
],
"subtitle": "Assets, Depreciations, Repairs, and more.",

21
erpnext/assets/onboarding_step/asset_category/asset_category.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Let's review existing Asset Category",
"creation": "2021-08-13 14:26:18.656303",
"description": "# Asset Category\n\nAn Asset Category classifies different assets of a Company.\n\nYou can create an Asset Category based on the type of assets. For example, all your desktops and laptops can be part of an Asset Category named \"Electronic Equipments\". Create a separate category for furniture. Also, you can update default properties for each category, like:\n - Depreciation type and duration\n - Fixed asset account\n - Depreciation account\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-24 12:49:37.665239",
"modified_by": "Administrator",
"name": "Asset Category",
"owner": "Administrator",
"reference_document": "Asset Category",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Define Asset Category",
"validate_action": 1
}

21
erpnext/assets/onboarding_step/asset_item/asset_item.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Let's create a new Asset item",
"creation": "2021-08-13 14:27:07.277167",
"description": "# Asset Item\n\nAsset items are created based on Asset Category. You can create one or multiple items against once Asset Category. The sales and purchase transaction for Asset is done via Asset Item. ",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-16 13:59:18.362233",
"modified_by": "Administrator",
"name": "Asset Item",
"owner": "Administrator",
"reference_document": "Item",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create an Asset Item",
"validate_action": 1
}

21
erpnext/assets/onboarding_step/asset_purchase/asset_purchase.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Let's create a Purchase Receipt",
"creation": "2021-08-13 14:27:53.678621",
"description": "# Purchase an Asset\n\nAssets purchases process if done following the standard Purchase cycle. If capital work in progress is enabled in Asset Category, Asset will be created as soon as Purchase Receipt is created for it. You can quickly create a Purchase Receipt for Asset and see its impact on books of accounts.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-24 17:26:57.180637",
"modified_by": "Administrator",
"name": "Asset Purchase",
"owner": "Administrator",
"reference_document": "Purchase Receipt",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Purchase an Asset",
"validate_action": 1
}

21
erpnext/assets/onboarding_step/existing_asset/existing_asset.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Add an existing Asset",
"creation": "2021-08-13 14:28:30.650459",
"description": "# Add an Existing Asset\n\nIf you are just starting with ERPNext, you will need to enter Assets you already possess. You can add them as existing fixed assets in ERPNext. Please note that you will have to make a Journal Entry separately updating the opening balance in the fixed asset account.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-16 14:03:48.850471",
"modified_by": "Administrator",
"name": "Existing Asset",
"owner": "Administrator",
"reference_document": "Asset",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Add an Existing Asset",
"validate_action": 1
}

21
erpnext/assets/onboarding_step/fixed_asset_accounts/fixed_asset_accounts.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Go to Page",
"action_label": "Let's walk-through Chart of Accounts to review setup",
"creation": "2021-08-13 14:23:09.297765",
"description": "# Fixed Asset Accounts\n\nWith the company, a host of fixed asset accounts are pre-configured. To ensure your asset transactions are leading to correct accounting entries, you can review and set up following asset accounts as per your business requirements.\n - Fixed asset accounts (Asset account)\n - Accumulated depreciation\n - Capital Work in progress (CWIP) account\n - Asset Depreciation account (Expense account)",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-24 17:46:37.646174",
"modified_by": "Administrator",
"name": "Fixed Asset Accounts",
"owner": "Administrator",
"path": "app/account/view/tree",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Review Fixed Asset Accounts",
"validate_action": 1
}

61
erpnext/crm/doctype/lead/lead.js
View File

@ -39,6 +39,8 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
this.frm.add_custom_button(__("Customer"), this.make_customer, __("Create"));
this.frm.add_custom_button(__("Opportunity"), this.make_opportunity, __("Create"));
this.frm.add_custom_button(__("Quotation"), this.make_quotation, __("Create"));
this.frm.add_custom_button(__("Prospect"), this.make_prospect, __("Create"));
this.frm.add_custom_button(__('Add to Prospect'), this.add_lead_to_prospect, __('Action'));
}
if (!this.frm.is_new()) {
@ -49,27 +51,74 @@ erpnext.LeadController = class LeadController extends frappe.ui.form.Controller
}
}
make_customer () {
add_lead_to_prospect (frm) {
frappe.prompt([
{
fieldname: 'prospect',
label: __('Prospect'),
fieldtype: 'Link',
options: 'Prospect',
reqd: 1
}
],
function(data) {
frappe.call({
method: 'erpnext.crm.doctype.lead.lead.add_lead_to_prospect',
args: {
'lead': frm.doc.name,
'prospect': data.prospect
},
callback: function(r) {
if (!r.exc) {
frm.reload_doc();
}
},
freeze: true,
freeze_message: __('...Adding Lead to Prospect')
});
}, __('Add Lead to Prospect'), __('Add'));
}
make_customer (frm) {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_customer",
frm: cur_frm
frm: frm
})
}
make_opportunity () {
make_opportunity (frm) {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_opportunity",
frm: cur_frm
frm: frm
})
}
make_quotation () {
make_quotation (frm) {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.lead.lead.make_quotation",
frm: cur_frm
frm: frm
})
}
make_prospect (frm) {
frappe.model.with_doctype("Prospect", function() {
let prospect = frappe.model.get_new_doc("Prospect");
prospect.company_name = frm.doc.company_name;
prospect.no_of_employees = frm.doc.no_of_employees;
prospect.industry = frm.doc.industry;
prospect.market_segment = frm.doc.market_segment;
prospect.territory = frm.doc.territory;
prospect.fax = frm.doc.fax;
prospect.website = frm.doc.website;
prospect.prospect_owner = frm.doc.lead_owner;
let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
lead_prospect_row.lead = frm.doc.name;
frappe.set_route("Form", "Prospect", prospect.name);
});
}
company_name () {
if (!this.frm.doc.lead_name) {
this.frm.set_value("lead_name", this.frm.doc.company_name);

18
erpnext/crm/doctype/lead/lead.py
View File

@ -63,6 +63,7 @@ class Lead(SellingController):
def on_update(self):
self.add_calendar_event()
self.update_prospects()
def before_insert(self):
self.contact_doc = self.create_contact()
@ -89,6 +90,12 @@ class Lead(SellingController):
"description": ('Contact ' + cstr(self.lead_name)) + (self.contact_by and ('. By : ' + cstr(self.contact_by)) or '')
}, force)
def update_prospects(self):
prospects = frappe.get_all('Prospect Lead', filters={'lead': self.name}, fields=['parent'])
for row in prospects:
prospect = frappe.get_doc('Prospect', row.parent)
prospect.save(ignore_permissions=True)
def check_email_id_is_unique(self):
if self.email_id:
# validate email is unique
@ -354,3 +361,14 @@ def daily_open_lead():
leads = frappe.get_all("Lead", filters = [["contact_date", "Between", [nowdate(), nowdate()]]])
for lead in leads:
frappe.db.set_value("Lead", lead.name, "status", "Open")
@frappe.whitelist()
def add_lead_to_prospect(lead, prospect):
prospect = frappe.get_doc('Prospect', prospect)
prospect.append('prospect_lead', {
'lead': lead
})
prospect.save(ignore_permissions=True)
frappe.msgprint(_('Lead {0} has been added to prospect {1}.').format(frappe.bold(lead), frappe.bold(prospect.name)),
title=_('Lead Added'), indicator='green')

2
erpnext/crm/doctype/lead/lead_dashboard.py
View File

@ -13,7 +13,7 @@ def get_data():
},
'transactions': [
{
'items': ['Opportunity', 'Quotation']
'items': ['Opportunity', 'Quotation', 'Prospect']
},
]
}

28
erpnext/crm/doctype/lead/lead_list.js Normal file
View File

@ -0,0 +1,28 @@
frappe.listview_settings['Lead'] = {
onload: function(listview) {
if (frappe.boot.user.can_create.includes("Prospect")) {
listview.page.add_action_item(__("Create Prospect"), function() {
frappe.model.with_doctype("Prospect", function() {
let prospect = frappe.model.get_new_doc("Prospect");
let leads = listview.get_checked_items();
frappe.db.get_value("Lead", leads[0].name, ["company_name", "no_of_employees", "industry", "market_segment", "territory", "fax", "website", "lead_owner"], (r) => {
prospect.company_name = r.company_name;
prospect.no_of_employees = r.no_of_employees;
prospect.industry = r.industry;
prospect.market_segment = r.market_segment;
prospect.territory = r.territory;
prospect.fax = r.fax;
prospect.website = r.website;
prospect.prospect_owner = r.lead_owner;
leads.forEach(function(lead) {
let lead_prospect_row = frappe.model.add_child(prospect, 'prospect_lead');
lead_prospect_row.lead = lead.name;
});
frappe.set_route("Form", "Prospect", prospect.name);
});
});
});
}
}
};

4
erpnext/crm/doctype/opportunity/opportunity.js
View File

@ -10,12 +10,12 @@ frappe.ui.form.on("Opportunity", {
frm.custom_make_buttons = {
'Quotation': 'Quotation',
'Supplier Quotation': 'Supplier Quotation'
},
};
frm.set_query("opportunity_from", function() {
return{
"filters": {
"name": ["in", ["Customer", "Lead"]],
"name": ["in", ["Customer", "Lead", "Prospect"]],
}
}
});

2
erpnext/crm/doctype/opportunity/opportunity.json
View File

@ -430,7 +430,7 @@
"icon": "fa fa-info-sign",
"idx": 195,
"links": [],
"modified": "2021-06-04 10:11:22.831139",
"modified": "2021-08-25 10:28:24.923543",
"modified_by": "Administrator",
"module": "CRM",
"name": "Opportunity",

0
erpnext/crm/doctype/prospect/__init__.py Normal file
View File

29
erpnext/crm/doctype/prospect/prospect.js Normal file
View File

@ -0,0 +1,29 @@
// Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on('Prospect', {
refresh (frm) {
if (!frm.is_new() && frappe.boot.user.can_create.includes("Customer")) {
frm.add_custom_button(__("Customer"), function() {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.prospect.prospect.make_customer",
frm: frm
});
}, __("Create"));
}
if (!frm.is_new() && frappe.boot.user.can_create.includes("Opportunity")) {
frm.add_custom_button(__("Opportunity"), function() {
frappe.model.open_mapped_doc({
method: "erpnext.crm.doctype.prospect.prospect.make_opportunity",
frm: frm
});
}, __("Create"));
}
if (!frm.is_new()) {
frappe.contacts.render_address_and_contact(frm);
} else {
frappe.contacts.clear_address_and_contact(frm);
}
}
});

203
erpnext/crm/doctype/prospect/prospect.json Normal file
View File

@ -0,0 +1,203 @@
{
"actions": [],
"autoname": "field:company_name",
"creation": "2021-08-19 00:21:06.995448",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"company_name",
"industry",
"market_segment",
"customer_group",
"territory",
"column_break_6",
"no_of_employees",
"currency",
"annual_revenue",
"more_details_section",
"fax",
"website",
"column_break_13",
"prospect_owner",
"leads_section",
"prospect_lead",
"address_and_contact_section",
"address_html",
"column_break_17",
"contact_html",
"notes_section",
"notes"
],
"fields": [
{
"fieldname": "company_name",
"fieldtype": "Data",
"label": "Company Name",
"unique": 1
},
{
"fieldname": "industry",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Industry",
"options": "Industry Type"
},
{
"fieldname": "market_segment",
"fieldtype": "Link",
"label": "Market Segment",
"options": "Market Segment"
},
{
"fieldname": "customer_group",
"fieldtype": "Link",
"label": "Customer Group",
"options": "Customer Group"
},
{
"fieldname": "territory",
"fieldtype": "Link",
"in_list_view": 1,
"in_standard_filter": 1,
"label": "Territory",
"options": "Territory"
},
{
"fieldname": "column_break_6",
"fieldtype": "Column Break"
},
{
"fieldname": "no_of_employees",
"fieldtype": "Int",
"label": "No. of Employees"
},
{
"fieldname": "currency",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Currency",
"options": "Currency"
},
{
"fieldname": "annual_revenue",
"fieldtype": "Currency",
"in_list_view": 1,
"label": "Annual Revenue",
"options": "currency"
},
{
"fieldname": "fax",
"fieldtype": "Data",
"label": "Fax",
"options": "Phone"
},
{
"fieldname": "website",
"fieldtype": "Data",
"label": "Website",
"options": "URL"
},
{
"fieldname": "prospect_owner",
"fieldtype": "Link",
"label": "Prospect Owner",
"options": "User"
},
{
"fieldname": "leads_section",
"fieldtype": "Section Break",
"label": "Leads"
},
{
"fieldname": "prospect_lead",
"fieldtype": "Table",
"options": "Prospect Lead"
},
{
"fieldname": "address_html",
"fieldtype": "HTML",
"label": "Address HTML"
},
{
"fieldname": "column_break_17",
"fieldtype": "Column Break"
},
{
"fieldname": "contact_html",
"fieldtype": "HTML",
"label": "Contact HTML"
},
{
"collapsible": 1,
"fieldname": "notes_section",
"fieldtype": "Section Break",
"label": "Notes"
},
{
"fieldname": "notes",
"fieldtype": "Text Editor"
},
{
"fieldname": "more_details_section",
"fieldtype": "Section Break",
"label": "More Details"
},
{
"fieldname": "column_break_13",
"fieldtype": "Column Break"
},
{
"depends_on": "eval: !doc.__islocal",
"fieldname": "address_and_contact_section",
"fieldtype": "Section Break",
"label": "Address and Contact"
}
],
"index_web_pages_for_search": 1,
"links": [],
"modified": "2021-08-27 16:24:42.961967",
"modified_by": "Administrator",
"module": "CRM",
"name": "Prospect",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"share": 1,
"write": 1
},
{
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User",
"share": 1
}
],
"sort_field": "modified",
"sort_order": "DESC",
"title_field": "company_name",
"track_changes": 1
}

99
erpnext/crm/doctype/prospect/prospect.py Normal file
View File

@ -0,0 +1,99 @@
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
import frappe
from frappe.model.document import Document
from frappe.model.mapper import get_mapped_doc
from frappe.contacts.address_and_contact import load_address_and_contact
class Prospect(Document):
def onload(self):
load_address_and_contact(self)
def validate(self):
self.update_lead_details()
def on_update(self):
self.link_with_lead_contact_and_address()
def on_trash(self):
self.unlink_dynamic_links()
def update_lead_details(self):
for row in self.get('prospect_lead'):
lead = frappe.get_value('Lead', row.lead, ['lead_name', 'status', 'email_id', 'mobile_no'], as_dict=True)
row.lead_name = lead.lead_name
row.status = lead.status
row.email = lead.email_id
row.mobile_no = lead.mobile_no
def link_with_lead_contact_and_address(self):
for row in self.prospect_lead:
links = frappe.get_all('Dynamic Link', filters={'link_doctype': 'Lead', 'link_name': row.lead}, fields=['parent', 'parenttype'])
for link in links:
linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
exists = False
for d in linked_doc.get('links'):
if d.link_doctype == self.doctype and d.link_name == self.name:
exists = True
if not exists:
linked_doc.append('links', {
'link_doctype': self.doctype,
'link_name': self.name
})
linked_doc.save(ignore_permissions=True)
def unlink_dynamic_links(self):
links = frappe.get_all('Dynamic Link', filters={'link_doctype': self.doctype, 'link_name': self.name}, fields=['parent', 'parenttype'])
for link in links:
linked_doc = frappe.get_doc(link['parenttype'], link['parent'])
if len(linked_doc.get('links')) == 1:
linked_doc.delete(ignore_permissions=True)
else:
to_remove = None
for d in linked_doc.get('links'):
if d.link_doctype == self.doctype and d.link_name == self.name:
to_remove = d
if to_remove:
linked_doc.remove(to_remove)
linked_doc.save(ignore_permissions=True)
@frappe.whitelist()
def make_customer(source_name, target_doc=None):
def set_missing_values(source, target):
target.customer_type = "Company"
target.company_name = source.name
target.customer_group = source.customer_group or frappe.db.get_default("Customer Group")
doclist = get_mapped_doc("Prospect", source_name,
{"Prospect": {
"doctype": "Customer",
"field_map": {
"company_name": "customer_name",
"currency": "default_currency",
"fax": "fax"
}
}}, target_doc, set_missing_values, ignore_permissions=False)
return doclist
@frappe.whitelist()
def make_opportunity(source_name, target_doc=None):
def set_missing_values(source, target):
target.opportunity_from = "Prospect"
target.customer_name = source.company_name
target.customer_group = source.customer_group or frappe.db.get_default("Customer Group")
doclist = get_mapped_doc("Prospect", source_name,
{"Prospect": {
"doctype": "Opportunity",
"field_map": {
"name": "party_name",
}
}}, target_doc, set_missing_values, ignore_permissions=False)
return doclist

54
erpnext/crm/doctype/prospect/test_prospect.py Normal file
View File

@ -0,0 +1,54 @@
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
import frappe
import unittest
from frappe.utils import random_string
from erpnext.crm.doctype.lead.test_lead import make_lead
from erpnext.crm.doctype.lead.lead import add_lead_to_prospect
class TestProspect(unittest.TestCase):
def test_add_lead_to_prospect_and_address_linking(self):
lead_doc = make_lead()
address_doc = make_address(address_title=lead_doc.name)
address_doc.append('links', {
"link_doctype": lead_doc.doctype,
"link_name": lead_doc.name
})
address_doc.save()
prospect_doc = make_prospect()
add_lead_to_prospect(lead_doc.name, prospect_doc.name)
prospect_doc.reload()
lead_exists_in_prosoect = False
for rec in prospect_doc.get('prospect_lead'):
if rec.lead == lead_doc.name:
lead_exists_in_prosoect = True
self.assertEqual(lead_exists_in_prosoect, True)
address_doc.reload()
self.assertEqual(address_doc.has_link('Prospect', prospect_doc.name), True)
def make_prospect(**args):
args = frappe._dict(args)
prospect_doc = frappe.get_doc({
"doctype": "Prospect",
"company_name": args.company_name or "_Test Company {}".format(random_string(3)),
}).insert()
return prospect_doc
def make_address(**args):
args = frappe._dict(args)
address_doc = frappe.get_doc({
"doctype": "Address",
"address_title": args.address_title or "Address Title",
"address_type": args.address_type or "Billing",
"city": args.city or "Mumbai",
"address_line1": args.address_line1 or "Vidya Vihar West",
"country": args.country or "India"
}).insert()
return address_doc

0
erpnext/crm/doctype/prospect_lead/__init__.py Normal file
View File

67
erpnext/crm/doctype/prospect_lead/prospect_lead.json Normal file
View File

@ -0,0 +1,67 @@
{
"actions": [],
"creation": "2021-08-19 00:14:14.857421",
"doctype": "DocType",
"editable_grid": 1,
"engine": "InnoDB",
"field_order": [
"lead",
"lead_name",
"status",
"email",
"mobile_no"
],
"fields": [
{
"fieldname": "lead",
"fieldtype": "Link",
"in_list_view": 1,
"label": "Lead",
"options": "Lead",
"reqd": 1
},
{
"fieldname": "lead_name",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Lead Name",
"read_only": 1
},
{
"fieldname": "status",
"fieldtype": "Select",
"in_list_view": 1,
"label": "Status",
"options": "Lead\nOpen\nReplied\nOpportunity\nQuotation\nLost Quotation\nInterested\nConverted\nDo Not Contact",
"read_only": 1
},
{
"fieldname": "email",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Email",
"options": "Email",
"read_only": 1
},
{
"fieldname": "mobile_no",
"fieldtype": "Data",
"in_list_view": 1,
"label": "Mobile No",
"options": "Phone",
"read_only": 1
}
],
"index_web_pages_for_search": 1,
"istable": 1,
"links": [],
"modified": "2021-08-25 12:58:24.638054",
"modified_by": "Administrator",
"module": "CRM",
"name": "Prospect Lead",
"owner": "Administrator",
"permissions": [],
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1
}

8
erpnext/crm/doctype/prospect_lead/prospect_lead.py Normal file
View File

@ -0,0 +1,8 @@
# Copyright (c) 2021, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
# import frappe
from frappe.model.document import Document
class ProspectLead(Document):
pass

13
erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
View File

@ -107,12 +107,13 @@ class LoanRepayment(AccountsController):
lia = frappe.db.get_value('Loan Interest Accrual', {'process_loan_interest_accrual':
process}, ['name', 'interest_amount', 'payable_principal_amount'], as_dict=1)
self.append('repayment_details', {
'loan_interest_accrual': lia.name,
'paid_interest_amount': flt(self.total_interest_paid - self.interest_payable, precision),
'paid_principal_amount': 0.0,
'accrual_type': 'Repayment'
})
if lia:
self.append('repayment_details', {
'loan_interest_accrual': lia.name,
'paid_interest_amount': flt(self.total_interest_paid - self.interest_payable, precision),
'paid_principal_amount': 0.0,
'accrual_type': 'Repayment'
})
def update_paid_amount(self):
loan = frappe.get_doc("Loan", self.against_loan)

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

@ -71,7 +71,7 @@ def check_for_ltv_shortfall(process_loan_security_shortfall):
- flt(loan.total_principal_paid)
pledged_securities = get_pledged_security_qty(loan.name)
ltv_ratio = ''
ltv_ratio = 0.0
security_value = 0.0
for security, qty in pledged_securities.items():

5
erpnext/patches.txt
View File

@ -214,6 +214,7 @@ erpnext.patches.v13_0.delete_old_sales_reports
execute:frappe.delete_doc_if_exists("DocType", "Bank Reconciliation")
erpnext.patches.v13_0.move_doctype_reports_and_notification_from_hr_to_payroll #22-06-2020
erpnext.patches.v13_0.move_payroll_setting_separately_from_hr_settings #22-06-2020
erpnext.patches.v12_0.create_itc_reversal_custom_fields
erpnext.patches.v13_0.check_is_income_tax_component #22-06-2020
erpnext.patches.v13_0.loyalty_points_entry_for_pos_invoice #22-07-2020
erpnext.patches.v12_0.add_taxjar_integration_field
@ -266,7 +267,6 @@ erpnext.patches.v13_0.rename_discharge_date_in_ip_record
erpnext.patches.v12_0.create_taxable_value_field
erpnext.patches.v12_0.add_gst_category_in_delivery_note
erpnext.patches.v12_0.purchase_receipt_status
erpnext.patches.v12_0.create_itc_reversal_custom_fields
erpnext.patches.v13_0.fix_non_unique_represents_company
erpnext.patches.v12_0.add_document_type_field_for_italy_einvoicing
erpnext.patches.v13_0.make_non_standard_user_type #13-04-2021
@ -299,4 +299,5 @@ erpnext.patches.v13_0.migrate_stripe_api
erpnext.patches.v13_0.reset_clearance_date_for_intracompany_payment_entries
erpnext.patches.v13_0.einvoicing_deprecation_warning
erpnext.patches.v14_0.delete_einvoicing_doctypes
erpnext.patches.v13_0.set_operation_time_based_on_operating_cost
erpnext.patches.v13_0.set_operation_time_based_on_operating_cost
erpnext.patches.v13_0.validate_options_for_data_field

3
erpnext/patches/v12_0/move_item_tax_to_item_tax_template.py
View File

@ -91,8 +91,9 @@ def get_item_tax_template(item_tax_templates, item_tax_map, item_code, parenttyp
item_tax_template.title = make_autoname("Item Tax Template-.####")
for tax_type, tax_rate in iteritems(item_tax_map):
account_details = frappe.db.get_value("Account", tax_type, ['name', 'account_type'], as_dict=1)
account_details = frappe.db.get_value("Account", tax_type, ['name', 'account_type', 'company'], as_dict=1)
if account_details:
item_tax_template.company = account_details.company
if account_details.account_type not in ('Tax', 'Chargeable', 'Income Account', 'Expense Account', 'Expenses Included In Valuation'):
frappe.db.set_value('Account', account_details.name, 'account_type', 'Chargeable')
else:

4
erpnext/patches/v13_0/check_is_income_tax_component.py
View File

@ -19,10 +19,10 @@ def execute():
]
for doctype in doctypes:
frappe.reload_doc('Payroll', 'doctype', doctype)
frappe.reload_doc('Payroll', 'doctype', doctype, force=True)
reports = ['Professional Tax Deductions', 'Provident Fund Deductions']
reports = ['Professional Tax Deductions', 'Provident Fund Deductions', 'E-Invoice Summary']
for report in reports:
frappe.reload_doc('Regional', 'Report', report)
frappe.reload_doc('Regional', 'Report', report)

2
erpnext/patches/v13_0/delete_old_purchase_reports.py
View File

@ -4,6 +4,7 @@
from __future__ import unicode_literals
import frappe
from erpnext.accounts.utils import check_and_delete_linked_reports
def execute():
reports_to_delete = ["Requested Items To Be Ordered",
@ -13,6 +14,7 @@ def execute():
for report in reports_to_delete:
if frappe.db.exists("Report", report):
delete_auto_email_reports(report)
check_and_delete_linked_reports(report)
frappe.delete_doc("Report", report)

2
erpnext/patches/v13_0/delete_old_sales_reports.py
View File

@ -4,6 +4,7 @@
from __future__ import unicode_literals
import frappe
from erpnext.accounts.utils import check_and_delete_linked_reports
def execute():
reports_to_delete = ["Ordered Items To Be Delivered", "Ordered Items To Be Billed"]
@ -11,6 +12,7 @@ def execute():
for report in reports_to_delete:
if frappe.db.exists("Report", report):
delete_auto_email_reports(report)
check_and_delete_linked_reports(report)
frappe.delete_doc("Report", report)

3
erpnext/patches/v13_0/rename_issue_doctype_fields.py
View File

@ -41,6 +41,7 @@ def execute():
rename_field('Opportunity', 'mins_to_first_response', 'first_response_time')
# change fieldtype to duration
frappe.reload_doc('crm', 'doctype', 'opportunity', force=True)
count = 0
for entry in opportunities:
mins_to_first_response = convert_to_seconds(entry.mins_to_first_response, 'Minutes')
@ -58,6 +59,8 @@ def execute():
def convert_to_seconds(value, unit):
seconds = 0
if value == 0:
return seconds
if unit == 'Hours':
seconds = value * 3600
if unit == 'Minutes':

1
erpnext/patches/v13_0/update_returned_qty_in_pr_dn.py
View File

@ -8,6 +8,7 @@ def execute():
frappe.reload_doc('stock', 'doctype', 'purchase_receipt_item')
frappe.reload_doc('stock', 'doctype', 'delivery_note')
frappe.reload_doc('stock', 'doctype', 'delivery_note_item')
frappe.reload_doc('stock', 'doctype', 'stock_settings')
def update_from_return_docs(doctype):
for return_doc in frappe.get_all(doctype, filters={'is_return' : 1, 'docstatus' : 1}):

25
erpnext/patches/v13_0/validate_options_for_data_field.py Normal file
View File

@ -0,0 +1,25 @@
# Copyright (c) 2021, Frappe and Contributors
# License: GNU General Public License v3. See license.txt
from __future__ import unicode_literals
import frappe
from frappe.model import data_field_options
def execute():
for field in frappe.get_all('Custom Field',
fields = ['name'],
filters = {
'fieldtype': 'Data',
'options': ['!=', None]
}):
if field not in data_field_options:
frappe.db.sql("""
UPDATE
`tabCustom Field`
SET
options=NULL
WHERE
name=%s
""", (field))

12
erpnext/selling/doctype/customer/customer.json
View File

@ -20,6 +20,7 @@
"tax_withholding_category",
"default_bank_account",
"lead_name",
"prospect",
"opportunity_name",
"image",
"column_break0",
@ -213,8 +214,7 @@
"fieldtype": "Link",
"ignore_user_permissions": 1,
"label": "Represents Company",
"options": "Company",
"unique": 1
"options": "Company"
},
{
"depends_on": "represents_company",
@ -497,6 +497,14 @@
"label": "Tax Withholding Category",
"options": "Tax Withholding Category"
},
{
"fieldname": "prospect",
"fieldtype": "Link",
"label": "Prospect",
"no_copy": 1,
"options": "Prospect",
"print_hide": 1
},
{
"fieldname": "opportunity_name",
"fieldtype": "Link",

23
erpnext/selling/doctype/selling_settings/selling_settings.js
View File

@ -6,26 +6,3 @@ frappe.ui.form.on('Selling Settings', {
}
});
frappe.tour['Selling Settings'] = [
{
fieldname: "cust_master_name",
title: "Customer Naming By",
description: __("By default, the Customer Name is set as per the Full Name entered. If you want Customers to be named by a ") + "<a href='https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series' target='_blank'>Naming Series</a>" + __(" choose the 'Naming Series' option."),
},
{
fieldname: "selling_price_list",
title: "Default Selling Price List",
description: __("Configure the default Price List when creating a new Sales transaction. Item prices will be fetched from this Price List.")
},
{
fieldname: "so_required",
title: "Sales Order Required for Sales Invoice & Delivery Note Creation",
description: __("If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice or Delivery Note without creating a Sales Order first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Sales Order' checkbox in the Customer master.")
},
{
fieldname: "dn_required",
title: "Delivery Note Required for Sales Invoice Creation",
description: __("If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice without creating a Delivery Note first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Delivery Note' checkbox in the Customer master.")
}
];

97
erpnext/selling/form_tour/sales_order/sales_order.json Normal file
View File

@ -0,0 +1,97 @@
{
"creation": "2021-06-29 21:13:36.089054",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-06-29 21:13:36.089054",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order",
"owner": "Administrator",
"reference_doctype": "Sales Order",
"save_on_complete": 1,
"steps": [
{
"description": "Select a customer.",
"field": "",
"fieldname": "customer",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Customer",
"next_step_condition": "customer",
"parent_field": "",
"position": "Right",
"title": "Select Customer"
},
{
"description": "You can add items here.",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
"parent_field": "",
"position": "Bottom",
"title": "List of items"
},
{
"child_doctype": "Sales Order Item",
"description": "Select an item.",
"field": "",
"fieldname": "item_code",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 1,
"label": "Item Code",
"next_step_condition": "eval: doc.item_code",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Select Item"
},
{
"child_doctype": "Sales Order Item",
"description": "Enter quantity.",
"field": "",
"fieldname": "qty",
"fieldtype": "Float",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Quantity",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Enter Quantity"
},
{
"child_doctype": "Sales Order Item",
"description": "Enter rate of the item.",
"field": "",
"fieldname": "rate",
"fieldtype": "Currency",
"has_next_condition": 0,
"is_table_field": 1,
"label": "Rate",
"parent_field": "",
"parent_fieldname": "items",
"position": "Right",
"title": "Enter Rate"
},
{
"description": "You can add sales taxes and charges here.",
"field": "",
"fieldname": "taxes",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Sales Taxes and Charges",
"parent_field": "",
"position": "Bottom",
"title": "Add Sales Taxes and Charges"
}
],
"title": "Sales Order"
}

65
erpnext/selling/form_tour/selling_settings/selling_settings.json Normal file
View File

@ -0,0 +1,65 @@
{
"creation": "2021-06-29 20:39:19.408763",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-06-29 20:49:01.359489",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling Settings",
"owner": "Administrator",
"reference_doctype": "Selling Settings",
"save_on_complete": 0,
"steps": [
{
"description": "By default, the Customer Name is set as per the Full Name entered. If you want Customers to be named by a <a href=\"https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/naming-series\" target=\"_blank\">Naming Series</a>. Choose the 'Naming Series' option.",
"field": "",
"fieldname": "cust_master_name",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Customer Naming By",
"parent_field": "",
"position": "Right",
"title": "Customer Naming By"
},
{
"description": "If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice or Delivery Note without creating a Sales Order first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Sales Order' checkbox in the Customer master.",
"field": "",
"fieldname": "so_required",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Is Sales Order Required for Sales Invoice & Delivery Note Creation?",
"parent_field": "",
"position": "Left",
"title": "Sales Order Required for Sales Invoice & Delivery Note Creation"
},
{
"description": "If this option is configured 'Yes', ERPNext will prevent you from creating a Sales Invoice without creating a Delivery Note first. This configuration can be overridden for a particular Customer by enabling the 'Allow Sales Invoice Creation Without Delivery Note' checkbox in the Customer master.",
"field": "",
"fieldname": "dn_required",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Is Delivery Note Required for Sales Invoice Creation?",
"parent_field": "",
"position": "Left",
"title": "Delivery Note Required for Sales Invoice Creation"
},
{
"description": "Configure the default Price List when creating a new Sales transaction. Item prices will be fetched from this Price List.",
"field": "",
"fieldname": "selling_price_list",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Default Price List",
"parent_field": "",
"position": "Right",
"title": "Default Selling Price List"
}
],
"title": "Selling Settings"
}

23
erpnext/selling/module_onboarding/selling/selling.json
View File

@ -19,32 +19,17 @@
"documentation_url": "https://docs.erpnext.com/docs/user/manual/en/selling",
"idx": 0,
"is_complete": 0,
"modified": "2020-07-08 14:05:37.669753",
"modified": "2021-08-24 18:12:38.052434",
"modified_by": "Administrator",
"module": "Selling",
"name": "Selling",
"owner": "Administrator",
"steps": [
{
"step": "Introduction to Selling"
},
{
"step": "Create a Customer"
},
{
"step": "Setup your Warehouse"
},
{
"step": "Create a Product"
},
{
"step": "Create a Quotation"
},
{
"step": "Create your first Sales Order"
},
{
"step": "Selling Settings"
},
{
"step": "Sales Order"
}
],
"subtitle": "Products, Sales, Analysis, and more.",

2
erpnext/selling/onboarding_step/create_a_customer/create_a_customer.json
View File

@ -5,7 +5,6 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-06-01 13:16:19.731719",
@ -13,6 +12,7 @@
"name": "Create a Customer",
"owner": "Administrator",
"reference_document": "Customer",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Customer",
"validate_action": 1

4
erpnext/selling/onboarding_step/create_a_product/create_a_product.json
View File

@ -5,14 +5,14 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-05-12 18:30:02.489949",
"modified": "2020-10-14 14:53:00.133574",
"modified_by": "Administrator",
"name": "Create a Product",
"owner": "Administrator",
"reference_document": "Item",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Create a Product",
"validate_action": 1

2
erpnext/selling/onboarding_step/create_a_quotation/create_a_quotation.json
View File

@ -5,7 +5,6 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-06-01 13:34:58.958641",
@ -13,6 +12,7 @@
"name": "Create a Quotation",
"owner": "Administrator",
"reference_document": "Quotation",
"show_form_tour": 0,
"show_full_form": 1,
"title": "Create a Quotation",
"validate_action": 1

21
erpnext/selling/onboarding_step/create_a_sales_order/create_a_sales_order.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Create Entry",
"action_label": "Create Sales Order",
"creation": "2021-06-29 21:22:54.204880",
"description": "A Sales Order is a confirmation of an order from your customer. It is also referred to as Proforma Invoice.\n\nSales Order at the heart of your sales and purchase transactions. Sales Orders are linked in Delivery Note, Sales Invoices, Material Request, and Maintenance transactions. Through Sales Order, you can track fulfillment of the overall deal towards the customer.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-06-29 21:22:54.204880",
"modified_by": "Administrator",
"name": "Create a Sales Order",
"owner": "Administrator",
"reference_document": "Sales Order",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create a Sales Order",
"validate_action": 1
}

2
erpnext/selling/onboarding_step/introduction_to_selling/introduction_to_selling.json
View File

@ -5,13 +5,13 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-06-01 13:29:13.703177",
"modified_by": "Administrator",
"name": "Introduction to Selling",
"owner": "Administrator",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Introduction to Selling",
"validate_action": 1,

21
erpnext/selling/onboarding_step/sales_order/sales_order.json Normal file
View File

@ -0,0 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Let\u2019s convert your first Sales Order against a Quotation",
"creation": "2021-08-13 14:03:49.217866",
"description": "# Sales Order\n\nA Sales Order is a confirmation of an order from your customer. It is also referred to as Proforma Invoice.\n\nSales Order at the heart of your sales and purchase transactions. Sales Orders are linked in Delivery Note, Sales Invoices, Material Request, and Maintenance transactions. Through Sales Order, you can track fulfillment of the overall deal towards the customer.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2021-08-24 18:12:32.394992",
"modified_by": "Administrator",
"name": "Sales Order",
"owner": "Administrator",
"reference_document": "Sales Order",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Sales Order",
"validate_action": 1
}

8
erpnext/selling/onboarding_step/selling_settings/selling_settings.json
View File

@ -1,19 +1,21 @@
{
"action": "Show Form Tour",
"action_label": "Let\u2019s walk-through Selling Settings",
"creation": "2020-06-01 13:01:45.615189",
"description": "# Selling Settings\n\nCRM and Selling module\u2019s features are configurable as per your business needs. Selling Settings is the place where you can set your preferences for:\n - Customer naming and default values\n - Billing and shipping preference in sales transactions\n",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 1,
"is_skipped": 0,
"modified": "2020-06-01 13:04:14.980743",
"modified": "2021-08-24 18:11:21.264335",
"modified_by": "Administrator",
"name": "Selling Settings",
"owner": "Administrator",
"reference_document": "Selling Settings",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Configure Selling Settings.",
"title": "Selling Settings",
"validate_action": 0
}

4
erpnext/selling/onboarding_step/setup_your_warehouse/setup_your_warehouse.json
View File

@ -5,15 +5,15 @@
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_mandatory": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2020-07-04 12:33:16.970031",
"modified": "2020-10-14 14:53:25.538900",
"modified_by": "Administrator",
"name": "Setup your Warehouse",
"owner": "Administrator",
"path": "Tree/Warehouse",
"reference_document": "Warehouse",
"show_form_tour": 0,
"show_full_form": 0,
"title": "Set up your Warehouse",
"validate_action": 1

20
erpnext/setup/doctype/company/company.json
View File

@ -715,6 +715,15 @@
"label": "Default Payment Discount Account",
"options": "Account"
},
{
"fieldname": "hr_settings_section",
"fieldtype": "Section Break",
"label": "HR & Payroll Settings"
},
{
"fieldname": "column_break_26",
"fieldtype": "Column Break"
},
{
"collapsible": 1,
"fieldname": "fixed_asset_defaults",
@ -731,15 +740,6 @@
"fieldname": "section_break_28",
"fieldtype": "Section Break",
"label": "Chart of Accounts"
},
{
"fieldname": "hr_settings_section",
"fieldtype": "Section Break",
"label": "HR & Payroll Settings"
},
{
"fieldname": "column_break_26",
"fieldtype": "Column Break"
}
],
"icon": "fa fa-building",
@ -808,4 +808,4 @@
"sort_field": "modified",
"sort_order": "ASC",
"track_changes": 1
}
}

89
erpnext/stock/form_tour/item/item.json Normal file
View File

@ -0,0 +1,89 @@
{
"creation": "2021-08-24 17:56:40.754909",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-24 18:04:50.928431",
"modified_by": "Administrator",
"module": "Stock",
"name": "Item",
"owner": "Administrator",
"reference_doctype": "Item",
"save_on_complete": 0,
"steps": [
{
"description": "Enter code for Asset Item",
"field": "",
"fieldname": "item_code",
"fieldtype": "Data",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Item Code",
"parent_field": "",
"position": "Bottom",
"title": "Asset Item Code"
},
{
"description": "Enter name for Asset Item",
"field": "",
"fieldname": "item_name",
"fieldtype": "Data",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Item Name",
"parent_field": "",
"position": "Bottom",
"title": "Asset Item Name"
},
{
"description": "Check this field to make this an Asset Item",
"field": "",
"fieldname": "is_fixed_asset",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Is Fixed Asset",
"parent_field": "",
"position": "Bottom",
"title": "Is this a Fixed Asset?"
},
{
"description": "On checking it, the system will create an Asset automatically on purchase",
"field": "",
"fieldname": "auto_create_assets",
"fieldtype": "Check",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Auto Create Assets on Purchase",
"parent_field": "",
"position": "Bottom",
"title": "Auto Create Asset on Purchase"
},
{
"description": "Select an Asset Category for this Asset Item",
"field": "",
"fieldname": "asset_category",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Asset Category",
"parent_field": "",
"position": "Bottom",
"title": "Asset Category"
},
{
"description": "Select a naming series which will be used to create an Asset automatically",
"field": "",
"fieldname": "asset_naming_series",
"fieldtype": "Select",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Asset Naming Series",
"parent_field": "",
"position": "Bottom",
"title": "Asset Naming Series"
}
],
"title": "Item"
}

41
erpnext/stock/form_tour/purchase_receipt/purchase_receipt.json Normal file
View File

@ -0,0 +1,41 @@
{
"creation": "2021-08-24 13:03:21.333088",
"docstatus": 0,
"doctype": "Form Tour",
"idx": 0,
"is_standard": 1,
"modified": "2021-08-24 13:03:21.333088",
"modified_by": "Administrator",
"module": "Stock",
"name": "Purchase Receipt",
"owner": "Administrator",
"reference_doctype": "Purchase Receipt",
"save_on_complete": 0,
"steps": [
{
"description": "Select Asset Supplier",
"field": "",
"fieldname": "supplier",
"fieldtype": "Link",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Supplier",
"parent_field": "",
"position": "Bottom",
"title": "Supplier"
},
{
"description": "Select an Asset Item, Enter rate and quantity",
"field": "",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"label": "Items",
"parent_field": "",
"position": "Bottom",
"title": "Items"
}
],
"title": "Purchase Receipt"
}

6
yarn.lock
View File

@ -3244,9 +3244,9 @@ tar-stream@^2.1.0:
readable-stream "^3.1.1"
tar@^6.1.0:
version "6.1.0"
resolved "https://registry.yarnpkg.com/tar/-/tar-6.1.0.tgz#d1724e9bcc04b977b18d5c573b333a2207229a83"
integrity sha512-DUCttfhsnLCjwoDoFcI+B2iJgYa93vBnDUATYEeRx6sntCTdN01VnqsIuTlALXla/LWooNg0yEGeB+Y8WdFxGA==
version "6.1.11"
resolved "https://registry.yarnpkg.com/tar/-/tar-6.1.11.tgz#6760a38f003afa1b2ffd0ffe9e9abbd0eab3d621"
integrity sha512-an/KZQzQUkZCkuoAA64hM92X0Urb6VpRhAFllDzz44U2mcD5scmT3zBc4VgVpkugF580+DQn8eAFSyoQt0tznA==
dependencies:
chownr "^2.0.0"
fs-minipass "^2.0.0"