# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# License: GNU General Public License v3. See license.txt
import frappe
from frappe import _
from frappe.model.document import Document
from frappe.utils import comma_or, flt, get_link_to_form, getdate, now, nowdate
class OverAllowanceError(frappe.ValidationError):
pass
def validate_status(status, options):
if status not in options:
frappe.throw(_("Status must be one of {0}").format(comma_or(options)))
status_map = {
"Lead": [
["Lost Quotation", "has_lost_quotation"],
["Opportunity", "has_opportunity"],
["Quotation", "has_quotation"],
["Converted", "has_customer"],
],
"Opportunity": [
["Lost", "eval:self.status=='Lost'"],
["Lost", "has_lost_quotation"],
["Quotation", "has_active_quotation"],
["Converted", "has_ordered_quotation"],
["Closed", "eval:self.status=='Closed'"],
],
"Quotation": [
["Draft", None],
["Open", "eval:self.docstatus==1"],
["Lost", "eval:self.status=='Lost'"],
["Partially Ordered", "is_partially_ordered"],
["Ordered", "is_fully_ordered"],
["Cancelled", "eval:self.docstatus==2"],
],
"Sales Order": [
["Draft", None],
[
"To Deliver and Bill",
"eval:self.per_delivered < 100 and self.per_billed < 100 and self.docstatus == 1",
],
[
"To Bill",
"eval:(self.per_delivered >= 100 or self.skip_delivery_note) and self.per_billed < 100 and self.docstatus == 1",
],
[
"To Deliver",
"eval:self.per_delivered < 100 and self.per_billed >= 100 and self.docstatus == 1 and not self.skip_delivery_note",
],
[
"To Pay",
"eval:self.advance_payment_status == 'Requested' and self.docstatus == 1",
],
[
"Completed",
"eval:(self.per_delivered >= 100 or self.skip_delivery_note) and self.per_billed >= 100 and self.docstatus == 1",
],
["Cancelled", "eval:self.docstatus==2"],
["Closed", "eval:self.status=='Closed' and self.docstatus != 2"],
["On Hold", "eval:self.status=='On Hold'"],
],
"Purchase Order": [
["Draft", None],
["To Bill", "eval:self.per_received >= 100 and self.per_billed < 100 and self.docstatus == 1"],
[
"To Receive",
"eval:self.per_received < 100 and self.per_billed == 100 and self.docstatus == 1",
],
[
"To Receive and Bill",
"eval:self.per_received < 100 and self.per_billed < 100 and self.docstatus == 1",
],
[
"To Pay",
"eval:self.advance_payment_status == 'Initiated' and self.docstatus == 1",
],
[
"Completed",
"eval:self.per_received >= 100 and self.per_billed == 100 and self.docstatus == 1",
],
["Delivered", "eval:self.status=='Delivered'"],
["Cancelled", "eval:self.docstatus==2"],
["On Hold", "eval:self.status=='On Hold'"],
["Closed", "eval:self.status=='Closed' and self.docstatus != 2"],
],
"Delivery Note": [
["Draft", None],
["To Bill", "eval:self.per_billed < 100 and self.docstatus == 1"],
["Return Issued", "eval:self.per_returned == 100 and self.docstatus == 1"],
["Completed", "eval:self.per_billed == 100 and self.docstatus == 1"],
["Cancelled", "eval:self.docstatus==2"],
["Closed", "eval:self.status=='Closed' and self.docstatus != 2"],
],
"Purchase Receipt": [
["Draft", None],
["To Bill", "eval:self.per_billed == 0 and self.docstatus == 1"],
["Partly Billed", "eval:self.per_billed > 0 and self.per_billed < 100 and self.docstatus == 1"],
["Return Issued", "eval:self.per_returned == 100 and self.docstatus == 1"],
["Completed", "eval:self.per_billed == 100 and self.docstatus == 1"],
["Cancelled", "eval:self.docstatus==2"],
["Closed", "eval:self.status=='Closed' and self.docstatus != 2"],
],
"Material Request": [
["Draft", None],
["Stopped", "eval:self.status == 'Stopped'"],
["Cancelled", "eval:self.docstatus == 2"],
["Pending", "eval:self.status != 'Stopped' and self.per_ordered == 0 and self.docstatus == 1"],
[
"Ordered",
"eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'",
],
[
"Transferred",
"eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Material Transfer'",
],
[
"Issued",
"eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Material Issue'",
],
[
"Received",
"eval:self.status != 'Stopped' and self.per_received == 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'",
],
[
"Partially Received",
"eval:self.status != 'Stopped' and self.per_received > 0 and self.per_received < 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'",
],
[
"Partially Ordered",
"eval:self.status != 'Stopped' and self.per_ordered < 100 and self.per_ordered > 0 and self.docstatus == 1",
],
[
"Manufactured",
"eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Manufacture'",
],
],
"POS Opening Entry": [
["Draft", None],
["Open", "eval:self.docstatus == 1 and not self.pos_closing_entry"],
["Closed", "eval:self.docstatus == 1 and self.pos_closing_entry"],
["Cancelled", "eval:self.docstatus == 2"],
],
"POS Closing Entry": [
["Draft", None],
["Submitted", "eval:self.docstatus == 1"],
["Queued", "eval:self.status == 'Queued'"],
["Failed", "eval:self.status == 'Failed'"],
["Cancelled", "eval:self.docstatus == 2"],
],
"Transaction Deletion Record": [
["Draft", None],
["Completed", "eval:self.docstatus == 1"],
],
}
class StatusUpdater(Document):
"""
Updates the status of the calling records
Delivery Note: Update Delivered Qty, Update Percent and Validate over delivery
Sales Invoice: Update Billed Amt, Update Percent and Validate over billing
Installation Note: Update Installed Qty, Update Percent Qty and Validate over installation
"""
def update_prevdoc_status(self):
self.update_qty()
self.validate_qty()
def set_status(self, update=False, status=None, update_modified=True):
if self.is_new():
if self.get("amended_from"):
self.status = "Draft"
return
if self.doctype in status_map:
_status = self.status
if status and update:
self.db_set("status", status)
sl = status_map[self.doctype][:]
sl.reverse()
for s in sl:
if not s[1]:
self.status = s[0]
break
elif s[1].startswith("eval:"):
if frappe.safe_eval(
s[1][5:],
None,
{
"self": self.as_dict(),
"getdate": getdate,
"nowdate": nowdate,
"get_value": frappe.db.get_value,
},
):
self.status = s[0]
break
elif getattr(self, s[1])():
self.status = s[0]
break
if self.status != _status and self.status not in (
"Cancelled",
"Partially Ordered",
"Ordered",
"Issued",
"Transferred",
):
self.add_comment("Label", _(self.status))
if update:
self.db_set("status", self.status, update_modified=update_modified)
def validate_qty(self):
"""Validates qty at row level"""
self.item_allowance = {}
self.global_qty_allowance = None
self.global_amount_allowance = None
for args in self.status_updater:
if "target_ref_field" not in args:
# if target_ref_field is not specified, the programmer does not want to validate qty / amount
continue
# get unique transactions to update
for d in self.get_all_children():
if hasattr(d, "qty") and d.qty < 0 and not self.get("is_return"):
frappe.throw(_("For an item {0}, quantity must be positive number").format(d.item_code))
if hasattr(d, "qty") and d.qty > 0 and self.get("is_return"):
frappe.throw(_("For an item {0}, quantity must be negative number").format(d.item_code))
if not frappe.db.get_single_value("Selling Settings", "allow_negative_rates_for_items"):
if hasattr(d, "item_code") and hasattr(d, "rate") and flt(d.rate) < 0:
frappe.throw(
_(
"For item {0}, rate must be a positive number. To Allow negative rates, enable {1} in {2}"
).format(
frappe.bold(d.item_code),
frappe.bold(_("`Allow Negative rates for Items`")),
get_link_to_form("Selling Settings", "Selling Settings"),
),
)
if d.doctype == args["source_dt"] and d.get(args["join_field"]):
args["name"] = d.get(args["join_field"])
# get all qty where qty > target_field
item = frappe.db.sql(
"""select item_code, `{target_ref_field}`,
`{target_field}`, parenttype, parent from `tab{target_dt}`
where `{target_ref_field}` < `{target_field}`
and name=%s and docstatus=1""".format(
**args
),
args["name"],
as_dict=1,
)
if item:
item = item[0]
item["idx"] = d.idx
item["target_ref_field"] = args["target_ref_field"].replace("_", " ")
# if not item[args['target_ref_field']]:
# msgprint(_("Note: System will not check over-delivery and over-booking for Item {0} as quantity or amount is 0").format(item.item_code))
if args.get("no_allowance"):
item["reduce_by"] = item[args["target_field"]] - item[args["target_ref_field"]]
if item["reduce_by"] > 0.01:
self.limits_crossed_error(args, item, "qty")
elif item[args["target_ref_field"]]:
self.check_overflow_with_allowance(item, args)
def check_overflow_with_allowance(self, item, args):
"""
Checks if there is overflow condering a relaxation allowance
"""
qty_or_amount = "qty" if "qty" in args["target_ref_field"] else "amount"
# check if overflow is within allowance
(
allowance,
self.item_allowance,
self.global_qty_allowance,
self.global_amount_allowance,
) = get_allowance_for(
item["item_code"],
self.item_allowance,
self.global_qty_allowance,
self.global_amount_allowance,
qty_or_amount,
)
role_allowed_to_over_deliver_receive = frappe.db.get_single_value(
"Stock Settings", "role_allowed_to_over_deliver_receive"
)
role_allowed_to_over_bill = frappe.db.get_single_value(
"Accounts Settings", "role_allowed_to_over_bill"
)
role = (
role_allowed_to_over_deliver_receive if qty_or_amount == "qty" else role_allowed_to_over_bill
)
overflow_percent = (
(item[args["target_field"]] - item[args["target_ref_field"]]) / item[args["target_ref_field"]]
) * 100
if overflow_percent - allowance > 0.01:
item["max_allowed"] = flt(item[args["target_ref_field"]] * (100 + allowance) / 100)
item["reduce_by"] = item[args["target_field"]] - item["max_allowed"]
if role not in frappe.get_roles():
self.limits_crossed_error(args, item, qty_or_amount)
else:
self.warn_about_bypassing_with_role(item, qty_or_amount, role)
def limits_crossed_error(self, args, item, qty_or_amount):
"""Raise exception for limits crossed"""
if (
self.doctype in ["Sales Invoice", "Delivery Note"]
and qty_or_amount == "amount"
and self.is_internal_customer
):
return
elif (
self.doctype in ["Purchase Invoice", "Purchase Receipt"]
and qty_or_amount == "amount"
and self.is_internal_supplier
):
return
if qty_or_amount == "qty":
action_msg = _(
'To allow over receipt / delivery, update "Over Receipt/Delivery Allowance" in Stock Settings or the Item.'
)
else:
action_msg = _(
'To allow over billing, update "Over Billing Allowance" in Accounts Settings or the Item.'
)
frappe.throw(
_(
"This document is over limit by {0} {1} for item {4}. Are you making another {3} against the same {2}?"
).format(
frappe.bold(_(item["target_ref_field"].title())),
frappe.bold(item["reduce_by"]),
frappe.bold(_(args.get("target_dt"))),
frappe.bold(_(self.doctype)),
frappe.bold(item.get("item_code")),
)
+ "
"
+ action_msg,
OverAllowanceError,
title=_("Limit Crossed"),
)
def warn_about_bypassing_with_role(self, item, qty_or_amount, role):
if qty_or_amount == "qty":
msg = _("Over Receipt/Delivery of {0} {1} ignored for item {2} because you have {3} role.")
else:
msg = _("Overbilling of {0} {1} ignored for item {2} because you have {3} role.")
frappe.msgprint(
msg.format(
_(item["target_ref_field"].title()),
frappe.bold(item["reduce_by"]),
frappe.bold(item.get("item_code")),
role,
),
indicator="orange",
alert=True,
)
def update_qty(self, update_modified=True):
"""Updates qty or amount at row level
:param update_modified: If true, updates `modified` and `modified_by` for target parent doc
"""
for args in self.status_updater:
# condition to include current record (if submit or no if cancel)
if self.docstatus == 1:
args["cond"] = " or parent='%s'" % self.name.replace('"', '"')
else:
args["cond"] = " and parent!='%s'" % self.name.replace('"', '"')
self._update_children(args, update_modified)
if "percent_join_field" in args or "percent_join_field_parent" in args:
self._update_percent_field_in_targets(args, update_modified)
def _update_children(self, args, update_modified):
"""Update quantities or amount in child table"""
for d in self.get_all_children():
if d.doctype != args["source_dt"]:
continue
self._update_modified(args, update_modified)
# updates qty in the child table
args["detail_id"] = d.get(args["join_field"])
args["second_source_condition"] = ""
if (
args.get("second_source_dt")
and args.get("second_source_field")
and args.get("second_join_field")
):
if not args.get("second_source_extra_cond"):
args["second_source_extra_cond"] = ""
args["second_source_condition"] = frappe.db.sql(
""" select ifnull((select sum(%(second_source_field)s)
from `tab%(second_source_dt)s`
where `%(second_join_field)s`='%(detail_id)s'
and (`tab%(second_source_dt)s`.docstatus=1)
%(second_source_extra_cond)s), 0) """
% args
)[0][0]
if args["detail_id"]:
if not args.get("extra_cond"):
args["extra_cond"] = ""
args["source_dt_value"] = (
frappe.db.sql(
"""
(select ifnull(sum(%(source_field)s), 0)
from `tab%(source_dt)s` where `%(join_field)s`='%(detail_id)s'
and (docstatus=1 %(cond)s) %(extra_cond)s)
"""
% args
)[0][0]
or 0.0
)
if args["second_source_condition"]:
args["source_dt_value"] += flt(args["second_source_condition"])
frappe.db.sql(
"""update `tab%(target_dt)s`
set %(target_field)s = %(source_dt_value)s %(update_modified)s
where name='%(detail_id)s'"""
% args
)
def _update_percent_field_in_targets(self, args, update_modified=True):
"""Update percent field in parent transaction"""
if args.get("percent_join_field_parent"):
# if reference to target doc where % is to be updated, is
# in source doc's parent form, consider percent_join_field_parent
args["name"] = self.get(args["percent_join_field_parent"])
self._update_percent_field(args, update_modified)
else:
distinct_transactions = set(
d.get(args["percent_join_field"]) for d in self.get_all_children(args["source_dt"])
)
for name in distinct_transactions:
if name:
args["name"] = name
self._update_percent_field(args, update_modified)
def _update_percent_field(self, args, update_modified=True):
"""Update percent field in parent transaction"""
self._update_modified(args, update_modified)
if args.get("target_parent_field"):
frappe.db.sql(
"""update `tab%(target_parent_dt)s`
set %(target_parent_field)s = round(
ifnull((select
ifnull(sum(case when abs(%(target_ref_field)s) > abs(%(target_field)s) then abs(%(target_field)s) else abs(%(target_ref_field)s) end), 0)
/ sum(abs(%(target_ref_field)s)) * 100
from `tab%(target_dt)s` where parent='%(name)s' and parenttype='%(target_parent_dt)s' having sum(abs(%(target_ref_field)s)) > 0), 0), 6)
%(update_modified)s
where name='%(name)s'"""
% args
)
# update field
if args.get("status_field"):
frappe.db.sql(
"""update `tab%(target_parent_dt)s`
set %(status_field)s = (case when %(target_parent_field)s<0.001 then 'Not %(keyword)s'
else case when %(target_parent_field)s>=99.999999 then 'Fully %(keyword)s'
else 'Partly %(keyword)s' end end)
where name='%(name)s'"""
% args
)
if update_modified:
target = frappe.get_doc(args["target_parent_dt"], args["name"])
target.set_status(update=True)
target.notify_update()
def _update_modified(self, args, update_modified):
if not update_modified:
args["update_modified"] = ""
return
args["update_modified"] = ", modified = {0}, modified_by = {1}".format(
frappe.db.escape(now()), frappe.db.escape(frappe.session.user)
)
def update_billing_status_for_zero_amount_refdoc(self, ref_dt):
ref_fieldname = frappe.scrub(ref_dt)
ref_docs = [
item.get(ref_fieldname) for item in (self.get("items") or []) if item.get(ref_fieldname)
]
if not ref_docs:
return
zero_amount_refdocs = frappe.db.sql_list(
"""
SELECT
name
from
`tab{ref_dt}`
where
docstatus = 1
and base_net_total = 0
and name in %(ref_docs)s
""".format(
ref_dt=ref_dt
),
{"ref_docs": ref_docs},
)
if zero_amount_refdocs:
self.update_billing_status(zero_amount_refdocs, ref_dt, ref_fieldname)
def update_billing_status(self, zero_amount_refdoc, ref_dt, ref_fieldname):
for ref_dn in zero_amount_refdoc:
ref_doc_qty = flt(
frappe.db.sql(
"""select ifnull(sum(qty), 0) from `tab%s Item`
where parent=%s"""
% (ref_dt, "%s"),
(ref_dn),
)[0][0]
)
billed_qty = flt(
frappe.db.sql(
"""select ifnull(sum(qty), 0)
from `tab%s Item` where %s=%s and docstatus=1"""
% (self.doctype, ref_fieldname, "%s"),
(ref_dn),
)[0][0]
)
per_billed = (min(ref_doc_qty, billed_qty) / ref_doc_qty) * 100
ref_doc = frappe.get_doc(ref_dt, ref_dn)
ref_doc.db_set("per_billed", per_billed)
# set billling status
if hasattr(ref_doc, "billing_status"):
if ref_doc.per_billed < 0.001:
ref_doc.db_set("billing_status", "Not Billed")
elif ref_doc.per_billed > 99.999999:
ref_doc.db_set("billing_status", "Fully Billed")
else:
ref_doc.db_set("billing_status", "Partly Billed")
ref_doc.set_status(update=True)
def get_allowance_for(
item_code,
item_allowance=None,
global_qty_allowance=None,
global_amount_allowance=None,
qty_or_amount="qty",
):
"""
Returns the allowance for the item, if not set, returns global allowance
"""
if item_allowance is None:
item_allowance = {}
if qty_or_amount == "qty":
if item_allowance.get(item_code, frappe._dict()).get("qty"):
return (
item_allowance[item_code].qty,
item_allowance,
global_qty_allowance,
global_amount_allowance,
)
else:
if item_allowance.get(item_code, frappe._dict()).get("amount"):
return (
item_allowance[item_code].amount,
item_allowance,
global_qty_allowance,
global_amount_allowance,
)
qty_allowance, over_billing_allowance = frappe.db.get_value(
"Item", item_code, ["over_delivery_receipt_allowance", "over_billing_allowance"]
)
if qty_or_amount == "qty" and not qty_allowance:
if global_qty_allowance == None:
global_qty_allowance = flt(
frappe.db.get_single_value("Stock Settings", "over_delivery_receipt_allowance")
)
qty_allowance = global_qty_allowance
elif qty_or_amount == "amount" and not over_billing_allowance:
if global_amount_allowance == None:
global_amount_allowance = flt(
frappe.db.get_single_value("Accounts Settings", "over_billing_allowance")
)
over_billing_allowance = global_amount_allowance
if qty_or_amount == "qty":
allowance = qty_allowance
item_allowance.setdefault(item_code, frappe._dict()).setdefault("qty", qty_allowance)
else:
allowance = over_billing_allowance
item_allowance.setdefault(item_code, frappe._dict()).setdefault("amount", over_billing_allowance)
return allowance, item_allowance, global_qty_allowance, global_amount_allowance