Commit Graph

2447 Commits

Author SHA1 Message Date
Deepesh Garg
d1d0a50a70
feat: Loan management and accounting (#19035)
* fix: Create Loan Management module

* fix: Move loan doctype for hr module to loan management

* fix: Add loan dashboard

* fix: Move loan application form hr module to loan management

* fix: Move Loan Type from hr to loan management

* fix: Move salary slip loan from hr to loan management

* fix: Create loan security pledge doctype

* fix: Create loan security type doctype

* fix: Create Loan security doctype

* fix: Add customer in loan_common.js

* fix: Import patch for loan

* fix: Add security pledging in loan doctype

* fix: Add loan application pledge doctype

* fix: Add logic for security pledgeing in loan

* fix: Add logic for security pledging in loan application

* fix: Rename Loan security doctype to Loan Security Pledge

* fix: Add doctype for loan security

* fix: Fixes in loan and loan application

* fix: Add doctypes for loan repayment

* fix: Fixes in loan and loan application

* fix: Move loan repayment report from HR module to loan management

* fix: Create doctype for loan security price

* fix: Create doctype for loan security shortfall

* fix: Make fields in Loan shortfall readonly

* fix: Make loan type submittable

* fix: Add daily job for loan security revaluation in hooks.py

* fix: Add loan management module

* fix: Doctype for loan disbursement Entry

* fix: GL entry fix for loan disbursement

* fix: Add company currency options in Loan related doctypes

* fix: Changes in Loan Doctypes

* fix: Allow miltiple loan securities in Loan Security Pledge

* fix: Add proposed pledges in Loan Application

* fix: Add test cases for loan

* fix: Interest Accrual Entry for loans

* fix: Remove loan from journal entry

* fix: Update triggers in loan_common.js

* fix: Accrual Entries for loan Interest

* fix: Proposed Pledges for loan application

* fix: Update items in loan management module

* fix: Allow multiple disbursements against a loan

* fix: Add loan security code in loan security master

* fix: Allow multiple securities in a single pledge

* fix: Spelling and label fixes

* fix: Replace date in loan security price with datetime

* fix: Add dashboard to loan master

* fix: Move Repayment Schedule from HR to Loan Management

* fix: Add back jobs for loan accrual entries

* fix: Multiple fixes in loan

* fix: Multiple fixes in loan application

* fix: Loan Reapayment for term loans

* fix: Interest Accural Entries for term loans

* fix: Changes in Loan Doctypes

* fix: Add test case for term loan repayment

* fix: Add custom button to update loan security price and trigger shortfall

* fix: Usability fixes in Loan management

* fix: Multiple usablity and doctype fixes

* fix: Muliple bug and usability fixes in loan

* fix: Test case fixes for loan repayment from Salary

* fix: Codacy fixes

* fix: Test Case fixes

* fix: Minor fix in validate_repayment_method

* fix: Test case and codacy fixes

* fix: Provide consistent naming series to loan doctypes

* fix: Loan Application fix

* fix: Loan Application Dashboard

* fix: Add doctypes to process loan interest accural and loan security price

* fix: Provision to make loan topup

* fix: Pledge and unpledge statuses and doctype for loan securit unpledge

* fix: Multiple fixes in Loan Cycle

* fix: Add missing dashboards to loan doctypes

* fix: Add Loan Manager role to loan doctypes

* fix: Loan Process fixes

* fix: Loan Security Unpledge fixes

* fix: UX, List and dashboards fixes

* fix: Minor fixes

* fix: Minor fixes

* fix: Status on additional loan security

* fix: Codacy fixes

* fix: Multiple fixes in loan

* fix: Rename Process Loan Security Price to Process Loan Security Shortfall

* fix: Loan Repayment and Closure report

* fix: Loan Security Status report and minor fixes

* fix: Multiple UX fixes

* fix: Test Case fixes and UX fixes

* fix: Currency symbol fixes in Salary Slip Loan

* fix: Make loan account details read only

* fix: Changes in loan security price updation

* fix: Sanctioned Loan Amount doctype

* fix: Updates in process loan interest accrual

* fix: Pass loan doc instead of loan name

* fix: Fixes in process loan interest accrual

* fix: Add missing semicolon

* fix: Test case

* fix: Test case

* fix: Sandbox method to get proposed pledges

* fix: Sandbox method

* fix: Nonetype fix in loan sanction limit

* fix: GL entry fixes

* fix: Update maximum loan amount on loan security pledging

* fix: Round  off loan amounts

* fix: Loan Security unpledging

* fix: Interest amount for loan closure

* fix: Due date for loan repayments

* fix: API fixes for loan disbursement method

* fix: Disable quick entry for sanctioned loan amount

* fix: Add misssing translations for validations and codecleanup

* fix: Translation fixes and code cleanup

* fix: Test Cases

* fix: Loan Interest Accrual test case
2020-02-26 10:44:24 +05:30
Deepesh Garg
0a6314ab92
Merge pull request #20659 from deepeshgarg007/plaid_fix_develop
fix: Plaid fixes and enhancements
2020-02-18 18:09:01 +05:30
Deepesh Garg
16445305d5 fix: Styling and minor fixes 2020-02-18 18:04:09 +05:30
racitup
f2fb963986 Ignore codacy SQL injection warning (internal code only) and add copyright notice 2020-02-18 17:52:07 +05:30
racitup
719678957a fix: Bank Reconciliation Bank Account and Bank Account No field names 2020-02-18 17:49:45 +05:30
Deepesh Garg
15ff6a594b
feat: Inter warehouse stock transfer on valuation rate with taxation (#20083)
* fix: Validation for target warehouse

* feat: Get items on valuation rate in delivery note on Internal transfers

* fix: Create Inter company purchase receipt from delivery note

* feat: Inter company stock transfer on valuation rate with taxation

* fix: Add from warehouse in purchase invoice

* fix: Use get_value instead of get_cached_value

* fix: Get incoming rate instead of valuation rate

* fix: GL entry for from warehouse in purchase receipt

* fix: GL Entries fixes in purchase invoice

* fix: Address and tax fetching fixes

* fix: Add test case for stock transfer via purchase receipt

* fix: Code cleanup, added validations and test cases

* fix: Validation for supplier warehouse

* fix: Test Cases

* fix: Change validation condition

* fix: Address fixes while creating Purchase Receipt from delivery note

* fix: Set taxes while creating Purchase Receipt from Delivery Note

* fix: Update set_missing_value function

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
2020-02-18 12:28:41 +05:30
Rucha Mahabal
cf3c8174f6
Merge branch 'develop' into fix_regional_data 2020-02-10 00:40:21 +05:30
Rucha Mahabal
8334a3a1fd fix: patch for creating irs_1099 custom field (United States) 2020-02-10 00:34:09 +05:30
sahil28297
32d643ed3c fix(patch): reload tax category (#20308) 2020-01-15 18:57:54 +05:30
sahil28297
596a072d5f fix(patch): do not append taxes to template if account name is not set (#20312) 2020-01-15 18:56:36 +05:30
Deepesh Garg
2d151a7b85 fix: Remove patch to set automatic tax fetching from item tax template (#20234) 2020-01-13 15:09:27 +05:30
Suraj Shetty
000ac0068b
Merge branch 'develop' into rename-doc-fix 2020-01-09 13:46:08 +05:30
sahil28297
88737e38f2 fix(item_tax_template): fetch parent account if not set (#20198) 2020-01-07 11:30:22 +05:30
Rohan
b73b347697 feat: add job applicant's email in job offer (#20153) 2019-12-31 17:09:02 +05:30
Deepesh Garg
b914cf0a9d
Merge pull request #19815 from Mangesh-Khairnar/publish-item
feat(marketplace): allow user to un-publish item
2019-12-28 17:52:49 +05:30
Rohan
901fe4785c fix: employee preferred email patch (#20116) 2019-12-27 17:07:35 +05:30
Mangesh-Khairnar
c7ce597b7f
fix: return when Hub Tracked Item is empty 2019-12-27 14:48:14 +05:30
Deepesh Garg
467dba1954 fix: Patch incorrect GST category in invoices (#20084)
* fix: Patch to set GST category for unregistered invoice

* fix: Move patch up in line
2019-12-27 12:58:19 +05:30
Mangesh-Khairnar
cca6fb2794
Merge branch 'develop' into publish-item 2019-12-27 12:55:28 +05:30
rohitwaghchaure
4d806033af
Merge pull request #19335 from PawanMeh/feat_19334
feat(regional): Italian Localization and Passive invoicing cycle
2019-12-27 12:48:46 +05:30
Nabin Hait
8f3fea63b1
Merge branch 'develop' into publish-item 2019-12-27 12:19:02 +05:30
deepeshgarg007
8857d87c5b fix: Travis 2019-12-26 17:34:02 +05:30
Saqib
7519436260
Merge pull request #19876 from rohitwaghchaure/provision_to_select_custom_fields_in_pos
feat: provision to select the custom fields in the online POS
2019-12-26 13:40:43 +05:30
Rohit Waghchaure
2c13a0533b code cleanup 2019-12-26 12:14:32 +05:30
hello@openetech.com
7021402a45 [feat] #19334 2019-12-26 12:13:27 +05:30
Rohit Waghchaure
682273a00b feat: provision to select the custom fields in the online POS 2019-12-26 11:59:19 +05:30
Mangesh-Khairnar
d19bd8f0dd
Merge branch 'develop' into publish-item 2019-12-25 22:10:33 +05:30
Parth J. Kharwar
8c4cf12c93 Setting preferred driver email in delivery trip (#19832)
* fix: add driver's preferred contact email in delivery trip

* fix: modify driver's preferred email patch and blank field checks

* fix: patch file fix

* fix: patch changes to improve speed

* fix: removal of conflicts

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
2019-12-25 15:14:52 +05:30
Mangesh-Khairnar
0143f7c59d patch: set published in hub track item 2019-12-24 17:45:57 +05:30
Rohan
ff98a52834
Merge branch 'develop' into v12-lead-address-contact 2019-12-24 11:21:08 +05:30
Rohit Waghchaure
0dba4345f3 fix: patch 2019-12-20 17:04:39 +05:30
Gavin D'souza
1e4ea466d3 style: update/standardize rename_doc usage 2019-12-19 19:07:29 +05:30
deepeshgarg007
94ff8058ac fix: Add missing import 2019-12-14 21:25:30 +05:30
Deepesh Garg
6e2c13f4c8 feat(regional): Auto state wise taxation for GST India (#19469)
* feat(regional): Auto state wise taxation for GST India

* fix: Update gst category on addition of GSTIN

* fix: Codacy and travis fixes

* fix: Travis

* fix(test): Update GST category only if GSTIN field available

* fix: Test Cases

* fix: Do not skip accounts if place of supply is not present

* fix: Auto GST taxation for SEZ Party types

* fix: Automatic taxation for multi state

* fix: Codacy and travis fixes

* fix: Auto GST template selection in Sales Order

* fix: Move inter state check and source state to tax category

* fix: Remove unique check from tax template

* fix: Remove unique check from tax template

* fix: Address fetching logic in Sales

* fix: fecth tax template on company address change

* fix: fetch company gstin on address change

* fix: company_gstin set value fix

* fix: Mutiple fixes and code refactor

* fix: Add missing semicolon

* fix: Company address fetching in sales invoice

* fix: Remove print statement

* fix: Import functools

* fix: Naming fixes and code cleanup

* fix: Iteritems compatibility for python 3
2019-12-10 15:55:05 +05:30
Nabin Hait
6f68f2d020
feat: Cost center for each expenses in expense claim and allowed deferred expense (#19807)
* refactor: Expense Claim Cost Center

* refactor: Expense Claim Cost Center

* refactor: Expense Claim Cost Center

* fix: copy cost center from other row

* patch: set cost center in children based on parent

* fix: test cases for expense claim
2019-12-10 08:40:10 +05:30
Nabin Hait
da4847e46d
patch: Set against_blanket_order value in existing SO/PO (#19810)
* patch: Set against_blanket_order value in existing SO/PO

* Update set_against_blanket_order_in_sales_and_purchase_order.py
2019-12-09 18:27:50 +05:30
Rohan
05222270e1
Merge branch 'develop' into v12-lead-address-contact 2019-12-06 14:25:30 +05:30
sahil28297
eb9c3e1c5b fix(patch): set proper tax_type and proper account (#19794) 2019-12-04 12:01:31 +05:30
rohitwaghchaure
ce32f9a361
Merge branch 'develop' into capacity_planning_for_workstataion_feature 2019-12-02 11:29:06 +05:30
Rohit Waghchaure
8b599f2bc9 fix: capacity planning back 2019-11-29 14:09:30 +05:30
Rohan Bansal
69e3868a9d patch: set title for old leads 2019-11-28 12:23:19 +05:30
Rucha Mahabal
58928e8eae
Merge branch 'develop' into setup_wizard 2019-11-27 11:55:53 +05:30
Rucha Mahabal
195893db0e fix: conditionally run old patch for Setup Progress 2019-11-26 15:22:05 +05:30
rohitwaghchaure
b5991e9264
Merge pull request #19683 from rohitwaghchaure/bom_ux_fixes_version_12
fix: BOM UX
2019-11-26 13:15:40 +05:30
Rohit Waghchaure
9326fb78f2 fix: BOM UX 2019-11-25 18:56:18 +05:30
Saqib
1919af2ff1 Fixed Asset Refactor Review fixes (#19666)
* fix: fixed asset item creation ux fixes

* fix: auto creation of asset ux fixes

* fix: [LCV] incorrect condition when checking assets linked with PR

* fix: bulk update assets

* refac: remove company level cwip enabling
* cwip can be enabled only on category level

* fix: #19649
2019-11-22 16:32:34 +05:30
Deepesh Garg
24cde55e28 fix: Patch for updating price or product discount field (#19642)
* fix: Patch for updating price or product discount field

* fix: Update pactch

* Update update_price_or_product_discount.py
2019-11-22 11:57:42 +05:30
Saqib
d995609ffa Fixed asset refactor (#19369)
* refactor: Asset Movement with multiple assets using table

* refactor: Create Asset Movement from Asset List & Linking PR/PI with Asset

* feat: Auto create asset on Purchase checkbox

* refactor: LCV for asset created via PR/PI

* refactor: get asset category accounts from item master

* refactor: Purchase Receipt for asset purchasing

* refactor: Purchase Invoice for asset purchasing

* fix: post-refactor delete fixes

* refactor: moved asset validation from pr/pi on asset submission

* fix: Asset Category should be defined for auto purchasing assets

* fix: undo serial_no_update removal (for non asset item) from LCV

* fix: remove duplicate calls from item.js

* fix: args position of all occurrence of get_asset_category_account()

* fix: test cases

* fix: landed cost voucher validations

* refactor: test case for auto creation of asset

* fix: removed invalid assertions

* fix: patch errors on travis

* fix: codacy fixes

* fix: PI Items not fetching details from item

* fix: asset movement from list view having default purpose 'Receipt'

* chore: msgprint for selecting item code first while creating asset manually

* fix: alert messages

* minor: asset movement fixes

* fix: lcv was made against submitted assets

* minor: ux fixes

* refac: move specific asset validation to SINV

* chore: remove make_purchase_invoice from asset form
* make asset movement on asset submission
* add PR & PI queries based on item code

* refac: not allow last movement cancellation
* move asset movement creation on asset submission
* asset movement naming series
* add tests

* fix: code review changes

* chore: remove unecessary asset movement updation

* refac: setting latest location while making asset movements
* Added extra validations

* fix: form dashboard make lcv button

* fix: auto asset movement creation validation

* fix: allow lcv against other items after removing submitted assets

* chore: remove unwanted condition

* fix: mismatch debit credit on  purchase of asset with valuation tax

* chore: toggle required field based on movement type

* chore: fix lcv error message

* fix: travis failing

* fix: travis failing test

* fix: wrong conditions after merge

* fix: cannot cancel assets

* fix: travis failing* fix change in deletion of assets

* fix: codacy

* fix: process cancellation of assets

* refac: cancellation of pr only deletes auto created assets

* fix: incorrect query
2019-11-18 11:46:55 +05:30
rohitwaghchaure
6424416886 fix: sales order item shwoing incorrect produced qty (#19584) 2019-11-15 14:18:45 +05:30
Deepesh Garg
d69d0e3046 fix(patch): skip leave ledger entry creation for denied leaves (#19579) 2019-11-14 13:05:13 +05:30