Merge pull request #31141 from ankush/naming_series_live_preview
feat: live preview of naming series on naming series tool
This commit is contained in:
commit
ff798dc5c0
@ -54,5 +54,35 @@ frappe.ui.form.on("Naming Series", {
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frm.events.get_doc_and_prefix(frm);
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}
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});
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}
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},
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naming_series_to_check(frm) {
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frappe.call({
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method: "preview_series",
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doc: frm.doc,
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callback: function(r) {
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if (!r.exc) {
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frm.set_value("preview", r.message);
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} else {
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frm.set_value("preview", __("Failed to generate preview of series"));
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}
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}
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});
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},
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add_series(frm) {
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const series = frm.doc.naming_series_to_check;
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if (!series) {
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frappe.show_alert(__("Please type a valid series."));
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return;
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}
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if (!frm.doc.set_options.includes(series)) {
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const current_series = frm.doc.set_options;
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frm.set_value("set_options", `${current_series}\n${series}`);
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} else {
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frappe.show_alert(__("Series already added to transaction."));
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}
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},
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});
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@ -1,360 +1,132 @@
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{
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"allow_copy": 0,
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"allow_guest_to_view": 0,
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"allow_import": 0,
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"allow_rename": 0,
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"beta": 0,
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"creation": "2013-01-25 11:35:08",
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"custom": 0,
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"description": "Set prefix for numbering series on your transactions",
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"docstatus": 0,
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"doctype": "DocType",
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"editable_grid": 0,
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"actions": [],
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"creation": "2022-05-26 03:12:49.087648",
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"description": "Set prefix for numbering series on your transactions",
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"doctype": "DocType",
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"engine": "InnoDB",
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"field_order": [
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"setup_series",
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"select_doc_for_series",
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"help_html",
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"naming_series_to_check",
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"preview",
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"add_series",
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"set_options",
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"user_must_always_select",
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"update",
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"column_break_13",
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"update_series",
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"prefix",
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"current_value",
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"update_series_start"
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],
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"fields": [
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"description": "Set prefix for numbering series on your transactions",
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"fieldname": "setup_series",
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"fieldtype": "Section Break",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Setup Series",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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||||
"search_index": 0,
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||||
"set_only_once": 0,
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"unique": 0
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},
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"description": "Set prefix for numbering series on your transactions",
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"fieldname": "setup_series",
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"fieldtype": "Section Break",
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"label": "Setup Series"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "select_doc_for_series",
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"fieldtype": "Select",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Select Transaction",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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"fieldname": "select_doc_for_series",
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"fieldtype": "Select",
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"label": "Select Transaction"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"depends_on": "select_doc_for_series",
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"fieldname": "help_html",
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"fieldtype": "HTML",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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||||
"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Help HTML",
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"length": 0,
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"no_copy": 0,
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"options": "<div class=\"well\">\nEdit list of Series in the box below. Rules:\n<ul>\n<li>Each Series Prefix on a new line.</li>\n<li>Allowed special characters are \"/\" and \"-\"</li>\n<li>Optionally, set the number of digits in the series using dot (.) followed by hashes (#). For example, \".####\" means that the series will have four digits. Default is five digits.</li>\n</ul>\nExamples:<br>\nINV-<br>\nINV-10-<br>\nINVK-<br>\nINV-.####<br>\n</div>",
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"permlevel": 0,
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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"depends_on": "select_doc_for_series",
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"fieldname": "help_html",
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"fieldtype": "HTML",
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"label": "Help HTML",
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"options": "<div class=\"well\">\n Edit list of Series in the box below. Rules:\n <ul>\n <li>Each Series Prefix on a new line.</li>\n <li>Allowed special characters are \"/\" and \"-\"</li>\n <li>\n Optionally, set the number of digits in the series using dot (.)\n followed by hashes (#). For example, \".####\" means that the series\n will have four digits. Default is five digits.\n </li>\n <li>\n You can also use variables in the series name by putting them\n between (.) dots\n <br>\n Support Variables:\n <ul>\n <li><code>.YYYY.</code> - Year in 4 digits</li>\n <li><code>.YY.</code> - Year in 2 digits</li>\n <li><code>.MM.</code> - Month</li>\n <li><code>.DD.</code> - Day of month</li>\n <li><code>.WW.</code> - Week of the year</li>\n <li><code>.FY.</code> - Fiscal Year</li>\n <li>\n <code>.{fieldname}.</code> - fieldname on the document e.g.\n <code>branch</code>\n </li>\n </ul>\n </li>\n </ul>\n Examples:\n <ul>\n <li>INV-</li>\n <li>INV-10-</li>\n <li>INVK-</li>\n <li>INV-.YYYY.-.{branch}.-.MM.-.####</li>\n </ul>\n</div>\n<br>\n"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"depends_on": "select_doc_for_series",
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"fieldname": "set_options",
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"fieldtype": "Text",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Series List for this Transaction",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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"depends_on": "select_doc_for_series",
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"fieldname": "set_options",
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"fieldtype": "Text",
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"label": "Series List for this Transaction"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"depends_on": "select_doc_for_series",
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"description": "Check this if you want to force the user to select a series before saving. There will be no default if you check this.",
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"fieldname": "user_must_always_select",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "User must always select",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"print_hide": 0,
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||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"unique": 0
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},
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"default": "0",
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"depends_on": "select_doc_for_series",
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"description": "Check this if you want to force the user to select a series before saving. There will be no default if you check this.",
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"fieldname": "user_must_always_select",
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"fieldtype": "Check",
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"label": "User must always select"
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},
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{
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"allow_bulk_edit": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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||||
"columns": 0,
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"depends_on": "select_doc_for_series",
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"fieldname": "update",
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"fieldtype": "Button",
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"hidden": 0,
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||||
"ignore_user_permissions": 0,
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||||
"ignore_xss_filter": 0,
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||||
"in_filter": 0,
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||||
"in_global_search": 0,
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||||
"in_list_view": 0,
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||||
"in_standard_filter": 0,
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"label": "Update",
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"length": 0,
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"no_copy": 0,
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||||
"options": "",
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"permlevel": 0,
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||||
"print_hide": 0,
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||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
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||||
"search_index": 0,
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||||
"set_only_once": 0,
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||||
"unique": 0
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||||
},
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||||
"depends_on": "select_doc_for_series",
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"fieldname": "update",
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"fieldtype": "Button",
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"label": "Update"
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||||
},
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||||
{
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||||
"allow_bulk_edit": 0,
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||||
"allow_on_submit": 0,
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||||
"bold": 0,
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||||
"collapsible": 0,
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||||
"columns": 0,
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"description": "Change the starting / current sequence number of an existing series.",
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"fieldname": "update_series",
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"fieldtype": "Section Break",
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||||
"hidden": 0,
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||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Update Series",
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||||
"length": 0,
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||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
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||||
"unique": 0
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},
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"description": "Change the starting / current sequence number of an existing series.",
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"fieldname": "update_series",
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"fieldtype": "Section Break",
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"label": "Update Series"
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},
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{
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||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
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||||
"bold": 0,
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||||
"collapsible": 0,
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||||
"columns": 0,
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||||
"fieldname": "prefix",
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||||
"fieldtype": "Select",
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||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Prefix",
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||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
"fieldname": "prefix",
|
||||
"fieldtype": "Select",
|
||||
"label": "Prefix"
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"description": "This is the number of the last created transaction with this prefix",
|
||||
"fieldname": "current_value",
|
||||
"fieldtype": "Int",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Current Value",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
},
|
||||
"description": "This is the number of the last created transaction with this prefix",
|
||||
"fieldname": "current_value",
|
||||
"fieldtype": "Int",
|
||||
"label": "Current Value"
|
||||
},
|
||||
{
|
||||
"allow_bulk_edit": 0,
|
||||
"allow_on_submit": 0,
|
||||
"bold": 0,
|
||||
"collapsible": 0,
|
||||
"columns": 0,
|
||||
"fieldname": "update_series_start",
|
||||
"fieldtype": "Button",
|
||||
"hidden": 0,
|
||||
"ignore_user_permissions": 0,
|
||||
"ignore_xss_filter": 0,
|
||||
"in_filter": 0,
|
||||
"in_global_search": 0,
|
||||
"in_list_view": 0,
|
||||
"in_standard_filter": 0,
|
||||
"label": "Update Series Number",
|
||||
"length": 0,
|
||||
"no_copy": 0,
|
||||
"options": "update_series_start",
|
||||
"permlevel": 0,
|
||||
"print_hide": 0,
|
||||
"print_hide_if_no_value": 0,
|
||||
"read_only": 0,
|
||||
"remember_last_selected_value": 0,
|
||||
"report_hide": 0,
|
||||
"reqd": 0,
|
||||
"search_index": 0,
|
||||
"set_only_once": 0,
|
||||
"unique": 0
|
||||
"fieldname": "update_series_start",
|
||||
"fieldtype": "Button",
|
||||
"label": "Update Series Number",
|
||||
"options": "update_series_start"
|
||||
},
|
||||
{
|
||||
"fieldname": "naming_series_to_check",
|
||||
"fieldtype": "Data",
|
||||
"label": "Try a naming Series"
|
||||
},
|
||||
{
|
||||
"default": " ",
|
||||
"fieldname": "preview",
|
||||
"fieldtype": "Text",
|
||||
"label": "Preview of generated names",
|
||||
"read_only": 1
|
||||
},
|
||||
{
|
||||
"fieldname": "column_break_13",
|
||||
"fieldtype": "Column Break"
|
||||
},
|
||||
{
|
||||
"fieldname": "add_series",
|
||||
"fieldtype": "Button",
|
||||
"label": "Add this Series"
|
||||
}
|
||||
],
|
||||
"has_web_view": 0,
|
||||
"hide_heading": 0,
|
||||
"hide_toolbar": 1,
|
||||
"icon": "fa fa-sort-by-order",
|
||||
"idx": 1,
|
||||
"image_view": 0,
|
||||
"in_create": 0,
|
||||
"is_submittable": 0,
|
||||
"issingle": 1,
|
||||
"istable": 0,
|
||||
"max_attachments": 0,
|
||||
"modified": "2017-08-17 03:41:37.685910",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Naming Series",
|
||||
"owner": "Administrator",
|
||||
],
|
||||
"hide_toolbar": 1,
|
||||
"icon": "fa fa-sort-by-order",
|
||||
"idx": 1,
|
||||
"issingle": 1,
|
||||
"links": [],
|
||||
"modified": "2022-05-26 06:06:42.109504",
|
||||
"modified_by": "Administrator",
|
||||
"module": "Setup",
|
||||
"name": "Naming Series",
|
||||
"owner": "Administrator",
|
||||
"permissions": [
|
||||
{
|
||||
"amend": 0,
|
||||
"apply_user_permissions": 0,
|
||||
"cancel": 0,
|
||||
"create": 1,
|
||||
"delete": 0,
|
||||
"email": 1,
|
||||
"export": 0,
|
||||
"if_owner": 0,
|
||||
"import": 0,
|
||||
"permlevel": 0,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"report": 0,
|
||||
"role": "System Manager",
|
||||
"set_user_permissions": 0,
|
||||
"share": 1,
|
||||
"submit": 0,
|
||||
"create": 1,
|
||||
"email": 1,
|
||||
"print": 1,
|
||||
"read": 1,
|
||||
"role": "System Manager",
|
||||
"share": 1,
|
||||
"write": 1
|
||||
}
|
||||
],
|
||||
"quick_entry": 0,
|
||||
"read_only": 1,
|
||||
"read_only_onload": 0,
|
||||
"show_name_in_global_search": 0,
|
||||
"track_changes": 0,
|
||||
"track_seen": 0
|
||||
],
|
||||
"read_only": 1,
|
||||
"sort_field": "modified",
|
||||
"sort_order": "DESC",
|
||||
"states": []
|
||||
}
|
@ -6,7 +6,7 @@ import frappe
|
||||
from frappe import _, msgprint, throw
|
||||
from frappe.core.doctype.doctype.doctype import validate_series
|
||||
from frappe.model.document import Document
|
||||
from frappe.model.naming import parse_naming_series
|
||||
from frappe.model.naming import make_autoname, parse_naming_series
|
||||
from frappe.permissions import get_doctypes_with_read
|
||||
from frappe.utils import cint, cstr
|
||||
|
||||
@ -206,6 +206,35 @@ class NamingSeries(Document):
|
||||
prefix = parse_naming_series(parts)
|
||||
return prefix
|
||||
|
||||
@frappe.whitelist()
|
||||
def preview_series(self) -> str:
|
||||
"""Preview what the naming series will generate."""
|
||||
|
||||
generated_names = []
|
||||
series = self.naming_series_to_check
|
||||
if not series:
|
||||
return ""
|
||||
|
||||
try:
|
||||
doc = self._fetch_last_doc_if_available()
|
||||
for _count in range(3):
|
||||
generated_names.append(make_autoname(series, doc=doc))
|
||||
except Exception as e:
|
||||
if frappe.message_log:
|
||||
frappe.message_log.pop()
|
||||
return _("Failed to generate names from the series") + f"\n{str(e)}"
|
||||
|
||||
# Explcitly rollback in case any changes were made to series table.
|
||||
frappe.db.rollback() # nosemgrep
|
||||
return "\n".join(generated_names)
|
||||
|
||||
def _fetch_last_doc_if_available(self):
|
||||
"""Fetch last doc for evaluating naming series with fields."""
|
||||
try:
|
||||
return frappe.get_last_doc(self.select_doc_for_series)
|
||||
except Exception:
|
||||
return None
|
||||
|
||||
|
||||
def set_by_naming_series(
|
||||
doctype, fieldname, naming_series, hide_name_field=True, make_mandatory=1
|
||||
|
35
erpnext/setup/doctype/naming_series/test_naming_series.py
Normal file
35
erpnext/setup/doctype/naming_series/test_naming_series.py
Normal file
@ -0,0 +1,35 @@
|
||||
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
|
||||
import frappe
|
||||
from frappe.tests.utils import FrappeTestCase
|
||||
|
||||
from erpnext.setup.doctype.naming_series.naming_series import NamingSeries
|
||||
|
||||
|
||||
class TestNamingSeries(FrappeTestCase):
|
||||
def setUp(self):
|
||||
self.ns: NamingSeries = frappe.get_doc("Naming Series")
|
||||
|
||||
def tearDown(self):
|
||||
frappe.db.rollback()
|
||||
|
||||
def test_naming_preview(self):
|
||||
self.ns.select_doc_for_series = "Sales Invoice"
|
||||
|
||||
self.ns.naming_series_to_check = "AXBZ.####"
|
||||
serieses = self.ns.preview_series().split("\n")
|
||||
self.assertEqual(["AXBZ0001", "AXBZ0002", "AXBZ0003"], serieses)
|
||||
|
||||
self.ns.naming_series_to_check = "AXBZ-.{currency}.-"
|
||||
serieses = self.ns.preview_series().split("\n")
|
||||
|
||||
def test_get_transactions(self):
|
||||
|
||||
naming_info = self.ns.get_transactions()
|
||||
self.assertIn("Sales Invoice", naming_info["transactions"])
|
||||
|
||||
existing_naming_series = frappe.get_meta("Sales Invoice").get_field("naming_series").options
|
||||
|
||||
for series in existing_naming_series.split("\n"):
|
||||
self.assertIn(series, naming_info["prefixes"])
|
Loading…
x
Reference in New Issue
Block a user