Commit Graph

225 Commits

Author SHA1 Message Date
Kenneth Sequeira
89795c3f69 Doc imp (#13148)
* added intro, item and prices video, fixed image links in item and prices

* update 2: first 5 videos added

* added all videos to the user manual

* updated .gitignore
2018-03-05 11:06:44 +05:30
Charles-Henri Decultot
bc7a549fdb Gocardless integration (#13008)
* GoCardless integration

* Addition of a method for determining if the email should be sent or not

* Correction for Tests

* Codacy fix

* Documents moved to ERPNext

* Codacy fix

* Codacy fixes

* Remove method where not necessary and replace with hasattr
2018-03-01 10:59:21 +05:30
tundebabzy
cad22dbe39 Cutomisable Cash Flow Reports (#12969)
* add child doctype - Cash Flow Mapping Account

* adds new doctype - Cash Flow Mapping

* adds new doctype - Cash Flow Mapper

* adds new doctype Cash Flow Mapping Template

* adds new doctype Cash Flow Mapping Template

* adds adjustments to Cash Flow Mapper:
- remove fields from Cash Flow Mapping Template Details
- update in Cash FLow Mapper

* get cash_flow_accouts from Cash Flow Mapping

* change `tmp` to `mappers` and make sure `mappers` is sorted by its `position` field

* changes description from 'Net Profit/Loss' to 'Profit for the year'

* set `net_profit_loss` `parent_account` properly

* modify `get_account_type_based_data`:
- changed signature such that `account_type` parameter is now `account_name`
- where clause in query is now based on `name`

* remove zero rows

* de-duplicates row, summing similar accounts in the process

* makes gl sum calculation use `parent_account` as a condition

* add the `section_leader` immediately after adding net profit, sorts `accounts` by `is_working_capital` field

* adds `is_working_capital` to "account_types" so that we can use this to determine when to add "Changes in working capital" for operating activities

* add "Movement in working capital" subheader

* refactor code for readability

* adds new fields to `Cash Flow Mapping`:
- `is_interest_paid` to allow me recognise accounts for 'Interest Paid'
- `is_income_tax_paid` to allow me recognise accounts for 'Income Taxes Paid'

* allow `Cash Flow Mapping` to be renamable

* adds new field - `section_subtotal` useful for only Operating Activities

* changes `Cash Flow Mapping` doctype fields:
- remove `is_income_tax`_field
- add `is_income_tax_liability` field to identify tax payable accounts
- add `is_income_tax_expense` field to identify tax expense accounts in P or L

* calculates and shows tax paid adjustment in cash flow statement

* renames `is_interest_paid` to `is_finance_cost`

* - adds finance costs calculation
- correctly sets opening balance dates

* prevents users from selecting extra options in Cash Flow Mapping

* adds validation to prevent selecting multiple options

* adds new fields to Cash Flow Mapping

* calculate non cash p or l items (2nd pass)

* separates default cash flow generation from custom

* adds new setting to Accounts Settings:
- allow user elect to use customised cash flow report

* clean up

* removes mandatory constraint from accounts field

* allow rename, disallow create and delete

* adds patch to add default Cash Flow Mappers

* refactors custom_cashflow

* add article to explain configuration

* refactor

* further refactor

* final clean up (hopefully)

* clean up for codacy

* more codacy fixes

* more codacy fixes

* fix broken patch

* rename article to .md

* create default mappers after install

* PEP 8

* create the tables in `after_install` call
2018-02-22 11:08:36 +05:30
rohitwaghchaure
e2558308f6 [enhance] Production Plan (#12160)
* [enhance] Production plan

* Test cases

* Removed production planning tool

* Documentation

* Added actual qty in material request production item

* Renamed field 'Use Multilevel BOM' to 'Include Exploded Items'
2018-02-20 12:20:00 +05:30
Charles-Henri Decultot
894ab7a664 Braintree integration documentation (#12775)
* Braintree integration documentation

* Cleanup documentation
2018-02-16 15:16:47 +05:30
Shreya Shah
394b7a2fa3 Rename Offer Letter to Job Offer (#12934) 2018-02-16 10:49:34 +05:30
Revant Nandgaonkar
2dee8fc255 Hotels (#11907)
* [new-module] hotels, start

* Multiple Changes

Hotel Settings Added
Make invoice on Hotel Reservation

* Hotel Room validation for overbooking

* Added test fixtures and test for Hotels

* Added Tests for Hotels

Overbooking
Pricing not set

* [WIP] Documentation

Hotel Room and Screenshot

* Added Calendar view for Hotel Room Reservation

* Added Report - Hotel Room Occupancy

* Added Hotel Reservation User in Hospitality domain
2018-02-12 11:57:12 +05:30
Ameya Shenoy
5c33a04043 Shareholder and related doctypes (#12215)
* Added doctypes related to shares

- Shareholder doctype, the entity who does the transaction
- Share doctype, a child table to kepp list of all shares
- Share Transfer doctype, Logs of all made transactions

* Added logic for share transfer

- update shareholder automatically on share transfer/issue/purchase
- purchase and transfer have method remove_share which doesn't get executed because of some bug

* Added report view for share ledger

* Removed share number tracking

- removed share number tracking from Share Ledger child table for Shareholder doctype
- new doctype Share Type created

* Share Balance report added

- math behind Share Balance report needs fixing

* Changes in shareholder

- Share numbers are not tracked in Shareholder
- Share Ledger doctype deleted
- Share Balance Report bug fixed

* Shareholder

- fixed report for share balance
- remove bug from share transfer by making share type mandatory
- added buttons to shareholder for direct link to report

* Added tests for Share Transfer

* minor codacy fixes

* Added Shareholder to Party Type

* rate in share ledger & balance report is currency

* First attempt at modelling shares after Item

* Share Manager changes

- on creation of shareholder party it should check if the same combo exists
- in shareholder party make report button visible iff folio no exists
- create folio no on creation of share transfer iff it doesnt already exist
- move reports from shareholder to shareholder party

* Shareholder chages

- delete share child table doctype
- autoname added to folio no
- modify tests for share transfer

* minor changes

* removed share_no child doctype

* Restructured Share Transfer Logic (not tested)

- Everything revolves around Share Balance child table in Shareholder Party
- is_company flag still to be utilized

* Tested Share Tranfer

* minor fixes

* started new shareholder structure

* modified shareholder

* renamed Shareholder Party to Shareholder

* Shareholder rewrite complete

* new tests for shareholder written

* codacy fixes

* Added documentation
2018-02-12 11:32:47 +05:30
Manas Solanki
458a4e13bd updated the docs for education 2018-02-08 20:12:41 +05:30
Nabin Hait
ed26028a93 Minor fixes for depr based on FY 2018-02-07 18:25:45 +05:30
Kenneth Sequeira
f6daf56054 Added Tutorial Videos for Education in User Manual (#12678)
* added erpnext education tutorial videos to the manual

* testing with div

* Update program-enrollment.md

Properly ended YouTube video.

* removed group assessment criteria page
2018-01-31 12:49:58 +05:30
Shreya Shah
3191951bff Updated docs for Payroll Entry (#12552)
* updated docs for payroll entry

* fixed a link in employee-advance doc
2018-01-23 15:37:23 +05:30
Pawan Mehta
d0e7367525 [fix] #12390 (#12391) 2018-01-09 14:33:25 +05:30
Charles-Henri Decultot
34e335ba34 Prorated Asset Depreciation 2018-01-05 17:49:06 +00:00
James Robertson
46196c4ad3 Setup Wizard Updates (#12337)
Changes to support v10 ERPNext Setup Wizard
2018-01-05 12:50:04 +05:30
Manas Solanki
91017cba8d Additional fields in the instructor doctype for the academics log and minor permission changes (#12204) 2017-12-28 12:34:36 +05:30
Nabin Hait
d0249b0880
Employee advance (#11875)
* Employee Advances against Expense Claim

* added employee advance test cases and docs

* Default Employee Advance Account field in company

* Cleanup and fixes of employee advance
2017-12-14 13:25:57 +05:30
Charles-Henri Decultot
d18423d9c7 Project Margin Calculation Improvement (#11911)
* Project Margin Calculation Improvement

* Documentation modification

* Change Total Planned Sales to Total Sales Amount

* Change documentation screenshot
2017-12-12 14:59:59 +05:30
rohitwaghchaure
4e17fae63b [enhance] UAE/KSA VAT/Excise implementation (#11923) 2017-12-12 14:40:52 +05:30
Ameya Shenoy
e0d461c2eb [Agriculture] documentaion (#11867) 2017-12-07 11:53:12 +05:30
KanchanChauhan
f6aff3de96 [New Feature] Sample Retention from a Batch of item recieved (#11624) 2017-12-06 18:38:01 +05:30
Vishal Dhayagude
d4e439906c [fix] Modification in Non Profit docs (#11862) 2017-12-06 18:02:31 +05:30
Vishal
5ade836713 [new] Non Profit Documentation Modified 2017-12-05 16:41:09 +05:30
Vishal
1ebdeacee3 UI Test Added for Membership Type 2017-12-05 16:41:09 +05:30
Vishal
d5d0813b2d [new] Modified Doctypes for list view 2017-12-05 16:41:09 +05:30
Vishal
546130c046 Documentation added for Non Profit 2017-12-05 16:41:09 +05:30
Kenneth Sequeira
406cb920ae Documentation Update (#11844)
* Delete payment-tool.md

* Update index.txt

Removed Payment Tools from Index

* Update index.txt

removed barcode setup from index

* Delete barcode-1.png

removed barcode-1.png

* Delete barcode-2.png

* Delete bar-code.md

removing barcode set up as functionality is deprecated. Barcode can be directly entered in Item Master.

* Delete bar-code.md

removing barcode set up as functionality is deprecated. Barcode can be directly entered in Item Master.

* Update index.txt

remove bar-code set up link from index de (german)

* Update index.txt

remove bar-code set up link from index de (german)
2017-12-04 19:22:50 +05:30
Manas Solanki
e6fd07fda9 Changes in the Fee structure (#11842)
* academic year non mandatory in the fee structure and minor changes

* update the docs
2017-12-04 19:21:50 +05:30
Nabin Hait
46e285efe9 Merge branch 'add_delivery' of https://github.com/creamdory/erpnext into creamdory-add_delivery 2017-11-29 14:15:16 +05:30
Nabin Hait
cf9573ab2f Removed asset doctypes files from accounts module and patches 2017-11-28 16:56:53 +05:30
Kanchan Chauhan
e58a41a8a2 Added maintenance to Asset and enhanced maintenance for Asset Maintenance 2017-11-28 15:14:56 +05:30
Manas Solanki
966f141f62 Rename schools to Education (#11524)
* renaming for the docs, demo data and patch

* changes in the doctypes and reports

* rename the config file

* Few name changes in messages and license

* rename the school settings to education settings

* changes in the documentation

* added the setup file for the fixtures

* corrected the ui tests file path

* fix the codacy

* add the patch for renaming few doctypes and fields

* changes in the patch
2017-11-23 15:22:10 +05:30
creamdory
fd1503c6a5 [New Feature] Delivery 2017-11-20 10:28:49 +08:00
Rushabh Mehta
30dc9a14c6
[feature] [refactor] Shipping Rule for Buying + Refactor (#11628)
* Shipping rule for Buying

* [refactor] shipping rule
2017-11-17 14:31:09 +05:30
Rushabh Mehta
d3f5d0961a
[feature] Opening Invoice Creation Tool (#11589)
* [enhance] Opening Invoice Tool create Opening Sales/Purchase Invoices

* [minor] added progress bar while creating invoice

* [minor] allow bulk upload for the invoices

* [minor] calculate item rate from net total

* [minor] added defaults for invoices fields, create gl entries only if grand_total is greater than 0

* [minor] check mandatory values before making opening invoices

* [minor] enable primary button if there is any error while creating invoices

* [minor] minor fixes, set company currency as invoice currency added tests

* [dashboard] added Opening Invoice Summery section in Dashboard

* [minor] added total invoices count on dashboard

* [minor] don't show dashboard if there are no opening invoices available

* [minor] added Opening Invoice Tools to Account's Tools section

* [minor] codecy fixes

* [fix] refactored general ledger and buttons on charts

* [fix] tests
2017-11-15 16:29:53 +05:30
Doridel Cahanap
5a4d5bfaf2 Add Training Program DocType, Script, Path and Doc (#11181)
* Add Training Program Doctype, Script, Config and documentation

* Add Training Program to Training Event

* [Test Case] Training Event in a Training Program
2017-10-20 11:31:15 +05:30
Rushabh Mehta
bc4e2cd9c1 [added] hospitality domain (#11020)
* [added] hospitality domain

* [tests] wip

* [tests] for restaurant

* [fix] tests for new naming

* [docs] added restaurant docs

* [docs] added restaurant docs
2017-10-17 12:30:34 +05:30
Manas Solanki
f91ad75b5a test, patch, docs for student admission (#11075) 2017-10-09 12:41:24 +05:30
Nabin Hait
3b61552836 Revert "Advance against expense claim (#10632)" (#10877)
This reverts commit cdd6ded790.
2017-09-25 11:27:39 +05:30
Nabin Hait
cdd6ded790 Advance against expense claim (#10632)
* Adds Whitelist Method for Advance Entry

* Adds changes required for managing Advance Payments in Expense Claim including new fields and documentation. Also resolved merge conflict by using the more recent modified date

* Adds changes for managing advance payments using Default Account and Party

* Removed console.log from the JS file

* Advance Payment Patch - Fixed Codacy errors

* Removed stray file

* Fixed conflicts due to changes in upstream

* Fixed Codacy errors

* Fixed Codacy errors

* Fixed Codacy errors

* Fixed Codacy errors

* Fixed Codacy errors

* Fixed pending Codacy error

* Updated JS code by removing cur_frm which is soon to be deprecated

* Advance against Expense Claim: cleanup and fixes

* Test case fixed
2017-09-21 18:03:45 +05:30
Rohit Waghchaure
0e28fccb34 [Enahance] Update variants fields defined in the Item Varianst Settings, if template updated 2017-09-21 15:41:57 +05:30
rohitwaghchaure
850eaa73b0 Move subscription module to accounts (#10772) 2017-09-18 17:23:00 +05:30
Rushabh Mehta
f056974bc5 [domain] Healthcare (#10664)
* Medical module for erpnext

* Changes in core for Medical module

* patient registration updated

* fix - appointment invioce - fields missing

* pages- indicator instead of bg-color

* Lab Test field renamed service type

* Department added Lab Test

* procedure name in prescription

* fixes sample collection

* filter disabled patient

* fix patient admission

* updated patient age

* availability check msg updated

* fixes, removed procedure from invoice

* sample print renamed

* fixes, validation

* service desk physician in filter

* refactor scheduler

* Appointment -field property - set only once = 1

* Appointment - Mark closed and pending buttons removed

* Appointment - readonly = 1 if value set

* Appointment - availabilty

* Appointment - Cancel - info - cancel invoice

* Appointment - set pending appointments

* Dosage form - new DT

* Drug Prescription - Dosage form added

* Facility - Floor - removed from Fecility

* Floor - removed

* Lab Test Template - item creation validation

* Procedure - Create Procedure

* Procedure Appointment - new DT

* Service Unit - Floor reference removed

* Zone Fcilities - Unused DT removed

* Appointment Desk - fixed

* Service Desk - method pointing from procedure changed to procedure_appointment

* Consultation print - got featured

* Consultation - removed patient refernce to procedure prescription

* Procedure Prescription - removed patient refernce

* Lab Test - Changed field properties and value

* Lab Test - field property changed

* Lab Test - methods rewrite - lab test doc creation

* Lab Test - create lab test from invoice and consultaion - got changed

* Button History changed to Medical Record

* Service Desk - Updated

* Notification - Procedure Appointment

* fix-get procedure prescription

* fix field added to test prescription

* msgprint on invoice creation

* fix data on install

* Merge branch erpnext/develop

* fixes- minor

* Setup wizard - Create Sensitivity

* Appointment - Validate and Save if there is no schedule for Physician

* Consultation - Button create vital signs and medical record

* Review Type - New DocType

* Review Detail and Treatment Plan - Childs - Consultation

* Patient Medical Record - field Attach doc

* Consultation - New Fields

* Consultation - Manage new Fields - Medical record add action

* Patient Relation - Child DocType - Patient

* Patient - Patient Relation added

* Patient - collapsible = 1

* Laboratory Settings - fields - message for lab test

* Laboratory Settings - get message for lab test

* SMS text for lab test and invoice test report

* Procedure Stock Detail - Stock detail for Procedure and Template

* Template Stage Detail - Stage detail for Procedure Template

* Procedure Stage Detail - Stage detail for Procedure

* Service Unit - field - warehouse

* Scheduler - msg - content changed

* Laboratory Settings - defualt - msg content

* Invoice Test Report - msg print

* Print Format-Changed-Consultation-Invoice Test Report-Lab Test

* OP Settings - Expnse Account for Stock Entry in Procedure

* Procedure and Procedure Template - Manage Stock Stage and Sample Collection

* Procedure Appointment - Manage Stock and Stage

* Lab Test - fixed - resource not find

* Invoice Test Report - fixed - resource not find

* Procedure - doc reload after insert

* Patient Medical Record - fixed - refernce missed

* Create Vital Signs -on client side

* Rename module Medical to Healthcare

* Remove In Patient (IP) Feature.

* Rename - Procedure to Clinical Procedure

* Remove spaces in Naming Series

* Rename Duration to Drug Prescription Duration

* Duration to Drug Prescription Duration

* Merge All Settings to Healthcare Settings

* Healthcare settings - import fixed

* Procedure related documents are removed

* Appointment Desk and Sevrvice Desk are removed

* Consultation - minimal

* Consultation - minimal

* Consultation - minimal - patient detials in collapsible section

* Message Print to Alerts

* Patient - some fields removed

* Patient - create consultation - message print to alerts

* Consultation - show patient details updated

* Setup wizard - Duration to Drug Prescritpion Duration

* Healthcare Settings - patient registration - fee collection

* Lab Test - Create Sales Invoice bug fixed

* Healthcare menu rearranged

* Healthcare Settings - Optimised and Rearragnged

* Healthcare Settings - Expense account removed

* Receivable account removed from patient

* Patient - Optimised and Rearragnged

* Removed Referring Physician

* Healthcare Settings - bold headings removed

* Physician - Patient - Fields are Segregated

* Remove Service Unit

* Remove - Service Type

* Consultation invoice

* Lab Test - invoice

* Patient - Invoice

* Rename Appointment to Patient Appointment

* wip

* Patient Dashboard, Physician Form cleanup

* Dosage renamed to Prescription Dosage

* Renamed Drug Prescription Duration to Prescription Duration

* Patient Appointment booking modal

* Patient Age - calculate by dob

* Remove - scheduler

* Consultation - Appointment to Patient Appointment

* Patient Dashboard - rearranged

* Patient Appointment

* Removed rer_physician from lab test and consultation

* Patient Appontment Changes

* Appointment and Consultation - optimized

* Patient Appointment - fee validity code optimized

* Consultation and Patient Appointment - Invoice validate two side

* fix: #13 remove relation to admission

* Healthcare - Patient Portal

* fix import error

* domain Healthcare added on install

* Removed - Invoice Test Report

* Physician Schedule - menu

* Consultation - patient details - re write

* New Doctype-Medical Code

* Consultation - Daignosis codification

* Medical Code - Codification - Settings

* Medical Code Standard - Medical Code - Codification - Settings

* fix appointment calendar

* fix appointment analytics

* Menu Medical Code Standard

* New Doctype - Medical Code Standard

* Set Physician Role insted of IP Physician and OP Physician Role

* fixed some json files

* Medical code - permission to physician

* Unused Childs - Work Schedule and User List - Removed

* Label Procedure to Lab Test

* Lab Test and Patient - code optimised

* Add Item Groups - setup wizard

* Healthcare Settings - add Role - Medical Administrator

* Healthcare - Demo setup - Make Demo

* Fee Validity - Logic Test

* Test Fee Validity - Optimised

* Healthcare Doctypes - Restricted to Domain Healthcare

* Domainify - remove Healthcare Roles - Other Domains

* Healthcare doctypes - beta checked

* Codacy fixes

* Codacy - fixes

* Codacy - fixes

* Codacy - fixes

* Codacy - fixes

* Codacy - fixes

* Lab Test - print hide =1 for some fields

* Consultation - Codification field label to Medical Coding

* Codacy fixes - import frappe and etc.

* Codacy fixes - import frappe in test_vital_signs

* Codacy fixes

* Codacy fixes

* Codacy fixes and remove delete perm for patient

* send_sms - import form frappe

* Healthcare Settings

* Lab Prescription - Consultation - Test Code - read_only = 0

* Portal fixes

* Patient Appointment - filter physician - if has schedule

* Physician - IP Charge - Removed

* test - files

* Web Form - Patient Profile - removed

* Role Medical Administrator to Healthcare Administrator

* WIP healthcare documentation

* Coday - fixes

* Travis - fixes

* Lab Test Report - menu

* Reorder Healthcare settings - group lab config to bottom

* Sample Collection - New - allow Sample and patient Selection

* Rate - similar behaviour and Label as in Item Standard Selling Rate

* Healthcare documentation

* Lab Test Samples to Lab Test sample

* Commplaints to Complaint

* Commplaints to Complaint

* Antibiotics to Antibiotic

* Appointment Token Number - remove

* View - Medical record

* Codacy fixes

* update healthcare docs

* Cleanup Docs - Search, quick entry, trsck change, etc.

* [minor] ux changes
2017-09-13 12:52:30 +05:30
rohitwaghchaure
166b78f022 [Enhance] Subscription module (#10089)
* [Enhance] Subscription module

* Added view documents from the subscription form

* Test cases

* documentation

* UI Test cases, fixes

* Removed child table in the subscription

* Provision to make subscription from the document, added subscription in the dashboard for the sales and buying flow

* added patch to make subscription from the recurring data

* Rename field subscriptio to subscription_id, added new test cases, remove recurring_document from controller

* renamed subscription_id to subscription
2017-09-07 16:14:22 +05:30
rohitwaghchaure
fd39d6bd3c [Enahance] Provision to select customer, item code while making an invoice from timesheet (#10616) 2017-09-04 10:20:40 +05:30
Arundhatii
2e6db4d928 Help pages for Attendance (#10634)
* Help pages for Schools setup

* Documentation of Schools module

* Help pages for Student

* Help pages for Student

* Help pages for Schools Student and Admission Module

* Documentation for Schools Attendance
2017-09-04 10:17:18 +05:30
Umair Sayed
f1881065a8 Merging Help Articles (Q & A) into Manual (Part 2) (#10629)
* adding articles in the manual

* adding articles in the manual 2

* migrating help articles to manuals

* migrating help articles to manuals
2017-09-01 16:26:41 +05:30
Umair Sayed
84be137b4e Migrating Help Articles (Q&A format) into User Manual (#10608)
* adding articles in the manual

* adding articles in the manual 2

* migrating help articles to manuals
2017-08-31 14:53:47 +05:30
Nabin Hait
adbf8adfb9 Update BOM cost in all BOMs based on latest rm rate 2017-08-22 10:49:57 +05:30
Rushabh Mehta
575ab3ab70 [docs] for print style (#10452) 2017-08-21 12:24:28 +05:30