4ed9b45fb8
* feat(sales-order): add option to skip delivery note creation for order type maintenance * fix(sales-order): hide delivery date on setting skip delivery note creation * fix: allow skipping delivery note for all order types * fix: bypass delivery note creation on setting skip delivery note creation * fix: show skip delivery note in list view * fix: check for duplicate project name after submitting prompt * fix: toggle delivery note reqd for skip delivery note * fix: update status based on skip delivery note
392 lines
16 KiB
Python
392 lines
16 KiB
Python
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe.utils import flt, comma_or, nowdate, getdate
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from frappe import _
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from frappe.model.document import Document
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class OverAllowanceError(frappe.ValidationError): pass
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def validate_status(status, options):
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if status not in options:
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frappe.throw(_("Status must be one of {0}").format(comma_or(options)))
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status_map = {
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"Lead": [
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["Lost Quotation", "has_lost_quotation"],
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["Opportunity", "has_opportunity"],
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["Quotation", "has_quotation"],
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["Converted", "has_customer"],
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],
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"Opportunity": [
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["Lost", "eval:self.status=='Lost'"],
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["Lost", "has_lost_quotation"],
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["Quotation", "has_active_quotation"],
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["Converted", "has_ordered_quotation"],
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["Closed", "eval:self.status=='Closed'"]
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],
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"Quotation": [
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["Draft", None],
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["Open", "eval:self.docstatus==1"],
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["Lost", "eval:self.status=='Lost'"],
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["Ordered", "has_sales_order"],
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["Cancelled", "eval:self.docstatus==2"],
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],
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"Sales Order": [
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["Draft", None],
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["To Deliver and Bill", "eval:self.per_delivered < 100 and self.per_billed < 100 and self.docstatus == 1"],
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["To Bill", "eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed < 100 and self.docstatus == 1"],
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["To Deliver", "eval:self.per_delivered < 100 and self.per_billed == 100 and self.docstatus == 1 and not self.skip_delivery_note"],
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["Completed", "eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed == 100 and self.docstatus == 1"],
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["Cancelled", "eval:self.docstatus==2"],
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["Closed", "eval:self.status=='Closed'"],
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["On Hold", "eval:self.status=='On Hold'"],
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],
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"Purchase Invoice": [
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["Draft", None],
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["Submitted", "eval:self.docstatus==1"],
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["Paid", "eval:self.outstanding_amount==0 and self.docstatus==1"],
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["Return", "eval:self.is_return==1 and self.docstatus==1"],
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["Debit Note Issued", "eval:self.outstanding_amount < 0 and self.docstatus==1"],
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["Unpaid", "eval:self.outstanding_amount > 0 and getdate(self.due_date) >= getdate(nowdate()) and self.docstatus==1"],
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["Overdue", "eval:self.outstanding_amount > 0 and getdate(self.due_date) < getdate(nowdate()) and self.docstatus==1"],
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["Cancelled", "eval:self.docstatus==2"],
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],
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"Purchase Order": [
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["Draft", None],
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["To Receive and Bill", "eval:self.per_received < 100 and self.per_billed < 100 and self.docstatus == 1"],
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["To Bill", "eval:self.per_received >= 100 and self.per_billed < 100 and self.docstatus == 1"],
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["To Receive", "eval:self.per_received < 100 and self.per_billed == 100 and self.docstatus == 1"],
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["Completed", "eval:self.per_received >= 100 and self.per_billed == 100 and self.docstatus == 1"],
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["Delivered", "eval:self.status=='Delivered'"],
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["Cancelled", "eval:self.docstatus==2"],
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["On Hold", "eval:self.status=='On Hold'"],
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["Closed", "eval:self.status=='Closed'"],
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],
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"Delivery Note": [
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["Draft", None],
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["To Bill", "eval:self.per_billed < 100 and self.docstatus == 1"],
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["Completed", "eval:self.per_billed == 100 and self.docstatus == 1"],
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["Cancelled", "eval:self.docstatus==2"],
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["Closed", "eval:self.status=='Closed'"],
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],
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"Purchase Receipt": [
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["Draft", None],
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["To Bill", "eval:self.per_billed < 100 and self.docstatus == 1"],
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["Completed", "eval:self.per_billed == 100 and self.docstatus == 1"],
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["Cancelled", "eval:self.docstatus==2"],
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["Closed", "eval:self.status=='Closed'"],
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],
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"Material Request": [
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["Draft", None],
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["Stopped", "eval:self.status == 'Stopped'"],
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["Cancelled", "eval:self.docstatus == 2"],
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["Pending", "eval:self.status != 'Stopped' and self.per_ordered == 0 and self.docstatus == 1"],
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["Partially Ordered", "eval:self.status != 'Stopped' and self.per_ordered < 100 and self.per_ordered > 0 and self.docstatus == 1"],
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["Ordered", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'"],
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["Transferred", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Material Transfer'"],
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["Issued", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Material Issue'"],
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["Received", "eval:self.status != 'Stopped' and self.per_received == 100 and self.docstatus == 1 and self.material_request_type == 'Purchase'"],
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["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'"],
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["Manufactured", "eval:self.status != 'Stopped' and self.per_ordered == 100 and self.docstatus == 1 and self.material_request_type == 'Manufacture'"]
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],
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"Bank Transaction": [
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["Unreconciled", "eval:self.docstatus == 1 and self.unallocated_amount>0"],
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["Reconciled", "eval:self.docstatus == 1 and self.unallocated_amount<=0"]
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]
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}
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class StatusUpdater(Document):
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"""
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Updates the status of the calling records
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Delivery Note: Update Delivered Qty, Update Percent and Validate over delivery
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Sales Invoice: Update Billed Amt, Update Percent and Validate over billing
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Installation Note: Update Installed Qty, Update Percent Qty and Validate over installation
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"""
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def update_prevdoc_status(self):
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self.update_qty()
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self.validate_qty()
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def set_status(self, update=False, status=None, update_modified=True):
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if self.is_new():
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if self.get('amended_from'):
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self.status = 'Draft'
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return
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if self.doctype in status_map:
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_status = self.status
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if status and update:
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self.db_set("status", status)
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sl = status_map[self.doctype][:]
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sl.reverse()
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for s in sl:
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if not s[1]:
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self.status = s[0]
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break
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elif s[1].startswith("eval:"):
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if frappe.safe_eval(s[1][5:], None, { "self": self.as_dict(), "getdate": getdate,
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"nowdate": nowdate, "get_value": frappe.db.get_value }):
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self.status = s[0]
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break
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elif getattr(self, s[1])():
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self.status = s[0]
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break
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if self.status != _status and self.status not in ("Cancelled", "Partially Ordered",
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"Ordered", "Issued", "Transferred"):
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self.add_comment("Label", _(self.status))
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if update:
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self.db_set('status', self.status, update_modified = update_modified)
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def validate_qty(self):
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"""Validates qty at row level"""
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self.item_allowance = {}
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self.global_qty_allowance = None
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self.global_amount_allowance = None
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for args in self.status_updater:
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if "target_ref_field" not in args:
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# if target_ref_field is not specified, the programmer does not want to validate qty / amount
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continue
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# get unique transactions to update
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for d in self.get_all_children():
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if hasattr(d, 'qty') and d.qty < 0 and not self.get('is_return'):
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frappe.throw(_("For an item {0}, quantity must be positive number").format(d.item_code))
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if hasattr(d, 'qty') and d.qty > 0 and self.get('is_return'):
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frappe.throw(_("For an item {0}, quantity must be negative number").format(d.item_code))
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if d.doctype == args['source_dt'] and d.get(args["join_field"]):
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args['name'] = d.get(args['join_field'])
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# get all qty where qty > target_field
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item = frappe.db.sql("""select item_code, `{target_ref_field}`,
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`{target_field}`, parenttype, parent from `tab{target_dt}`
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where `{target_ref_field}` < `{target_field}`
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and name=%s and docstatus=1""".format(**args),
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args['name'], as_dict=1)
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if item:
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item = item[0]
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item['idx'] = d.idx
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item['target_ref_field'] = args['target_ref_field'].replace('_', ' ')
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# if not item[args['target_ref_field']]:
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# msgprint(_("Note: System will not check over-delivery and over-booking for Item {0} as quantity or amount is 0").format(item.item_code))
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if args.get('no_allowance'):
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item['reduce_by'] = item[args['target_field']] - item[args['target_ref_field']]
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if item['reduce_by'] > .01:
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self.limits_crossed_error(args, item)
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elif item[args['target_ref_field']]:
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self.check_overflow_with_allowance(item, args)
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def check_overflow_with_allowance(self, item, args):
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"""
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Checks if there is overflow condering a relaxation allowance
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"""
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qty_or_amount = "qty" if "qty" in args['target_ref_field'] else "amount"
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# check if overflow is within allowance
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allowance, self.item_allowance, self.global_qty_allowance, self.global_amount_allowance = \
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get_allowance_for(item['item_code'], self.item_allowance,
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self.global_qty_allowance, self.global_amount_allowance, qty_or_amount)
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overflow_percent = ((item[args['target_field']] - item[args['target_ref_field']]) /
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item[args['target_ref_field']]) * 100
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if overflow_percent - allowance > 0.01:
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item['max_allowed'] = flt(item[args['target_ref_field']] * (100+allowance)/100)
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item['reduce_by'] = item[args['target_field']] - item['max_allowed']
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self.limits_crossed_error(args, item, qty_or_amount)
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def limits_crossed_error(self, args, item, qty_or_amount):
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'''Raise exception for limits crossed'''
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if qty_or_amount == "qty":
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action_msg = _('To allow over receipt / delivery, update "Over Receipt/Delivery Allowance" in Stock Settings or the Item.')
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else:
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action_msg = _('To allow over billing, update "Over Billing Allowance" in Accounts Settings or the Item.')
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frappe.throw(_('This document is over limit by {0} {1} for item {4}. Are you making another {3} against the same {2}?')
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.format(
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frappe.bold(_(item["target_ref_field"].title())),
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frappe.bold(item["reduce_by"]),
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frappe.bold(_(args.get('target_dt'))),
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frappe.bold(_(self.doctype)),
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frappe.bold(item.get('item_code'))
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) + '<br><br>' + action_msg, OverAllowanceError, title = _('Limit Crossed'))
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def update_qty(self, update_modified=True):
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"""Updates qty or amount at row level
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:param update_modified: If true, updates `modified` and `modified_by` for target parent doc
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"""
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for args in self.status_updater:
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# condition to include current record (if submit or no if cancel)
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if self.docstatus == 1:
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args['cond'] = ' or parent="%s"' % self.name.replace('"', '\"')
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else:
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args['cond'] = ' and parent!="%s"' % self.name.replace('"', '\"')
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self._update_children(args, update_modified)
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if "percent_join_field" in args:
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self._update_percent_field_in_targets(args, update_modified)
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def _update_children(self, args, update_modified):
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"""Update quantities or amount in child table"""
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for d in self.get_all_children():
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if d.doctype != args['source_dt']:
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continue
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self._update_modified(args, update_modified)
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# updates qty in the child table
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args['detail_id'] = d.get(args['join_field'])
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args['second_source_condition'] = ""
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if args.get('second_source_dt') and args.get('second_source_field') \
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and args.get('second_join_field'):
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if not args.get("second_source_extra_cond"):
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args["second_source_extra_cond"] = ""
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args['second_source_condition'] = """ + ifnull((select sum(%(second_source_field)s)
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from `tab%(second_source_dt)s`
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where `%(second_join_field)s`="%(detail_id)s"
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and (`tab%(second_source_dt)s`.docstatus=1) %(second_source_extra_cond)s), 0) """ % args
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if args['detail_id']:
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if not args.get("extra_cond"): args["extra_cond"] = ""
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frappe.db.sql("""update `tab%(target_dt)s`
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set %(target_field)s = (
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(select ifnull(sum(%(source_field)s), 0)
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from `tab%(source_dt)s` where `%(join_field)s`="%(detail_id)s"
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and (docstatus=1 %(cond)s) %(extra_cond)s)
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%(second_source_condition)s
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)
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%(update_modified)s
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where name='%(detail_id)s'""" % args)
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def _update_percent_field_in_targets(self, args, update_modified=True):
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"""Update percent field in parent transaction"""
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distinct_transactions = set([d.get(args['percent_join_field'])
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for d in self.get_all_children(args['source_dt'])])
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for name in distinct_transactions:
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if name:
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args['name'] = name
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self._update_percent_field(args, update_modified)
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def _update_percent_field(self, args, update_modified=True):
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"""Update percent field in parent transaction"""
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self._update_modified(args, update_modified)
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if args.get('target_parent_field'):
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frappe.db.sql("""update `tab%(target_parent_dt)s`
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set %(target_parent_field)s = round(
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ifnull((select
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ifnull(sum(if(abs(%(target_ref_field)s) > abs(%(target_field)s), abs(%(target_field)s), abs(%(target_ref_field)s))), 0)
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/ sum(abs(%(target_ref_field)s)) * 100
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from `tab%(target_dt)s` where parent="%(name)s" having sum(abs(%(target_ref_field)s)) > 0), 0), 6)
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%(update_modified)s
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where name='%(name)s'""" % args)
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# update field
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if args.get('status_field'):
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frappe.db.sql("""update `tab%(target_parent_dt)s`
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set %(status_field)s = if(%(target_parent_field)s<0.001,
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'Not %(keyword)s', if(%(target_parent_field)s>=99.999999,
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'Fully %(keyword)s', 'Partly %(keyword)s'))
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where name='%(name)s'""" % args)
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if update_modified:
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target = frappe.get_doc(args["target_parent_dt"], args["name"])
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target.set_status(update=True)
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target.notify_update()
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def _update_modified(self, args, update_modified):
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args['update_modified'] = ''
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if update_modified:
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args['update_modified'] = ', modified = now(), modified_by = {0}'\
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.format(frappe.db.escape(frappe.session.user))
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def update_billing_status_for_zero_amount_refdoc(self, ref_dt):
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ref_fieldname = frappe.scrub(ref_dt)
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ref_docs = [item.get(ref_fieldname) for item in (self.get('items') or []) if item.get(ref_fieldname)]
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if not ref_docs:
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return
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zero_amount_refdocs = frappe.db.sql_list("""
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SELECT
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name
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from
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`tab{ref_dt}`
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where
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docstatus = 1
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and base_net_total = 0
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and name in %(ref_docs)s
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""".format(ref_dt=ref_dt), {
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'ref_docs': ref_docs
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})
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if zero_amount_refdocs:
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self.update_billing_status(zero_amount_refdocs, ref_dt, ref_fieldname)
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def update_billing_status(self, zero_amount_refdoc, ref_dt, ref_fieldname):
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for ref_dn in zero_amount_refdoc:
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ref_doc_qty = flt(frappe.db.sql("""select ifnull(sum(qty), 0) from `tab%s Item`
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where parent=%s""" % (ref_dt, '%s'), (ref_dn))[0][0])
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billed_qty = flt(frappe.db.sql("""select ifnull(sum(qty), 0)
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from `tab%s Item` where %s=%s and docstatus=1""" %
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(self.doctype, ref_fieldname, '%s'), (ref_dn))[0][0])
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per_billed = (min(ref_doc_qty, billed_qty) / ref_doc_qty) * 100
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ref_doc = frappe.get_doc(ref_dt, ref_dn)
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ref_doc.db_set("per_billed", per_billed)
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ref_doc.set_status(update=True)
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def get_allowance_for(item_code, item_allowance={}, global_qty_allowance=None, global_amount_allowance=None, qty_or_amount="qty"):
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"""
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Returns the allowance for the item, if not set, returns global allowance
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"""
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if qty_or_amount == "qty":
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if item_allowance.get(item_code, frappe._dict()).get("qty"):
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return item_allowance[item_code].qty, item_allowance, global_qty_allowance, global_amount_allowance
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else:
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if item_allowance.get(item_code, frappe._dict()).get("amount"):
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return item_allowance[item_code].amount, item_allowance, global_qty_allowance, global_amount_allowance
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qty_allowance, over_billing_allowance = \
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frappe.db.get_value('Item', item_code, ['over_delivery_receipt_allowance', 'over_billing_allowance'])
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if qty_or_amount == "qty" and not qty_allowance:
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if global_qty_allowance == None:
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global_qty_allowance = flt(frappe.db.get_single_value('Stock Settings', 'over_delivery_receipt_allowance'))
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qty_allowance = global_qty_allowance
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elif qty_or_amount == "amount" and not over_billing_allowance:
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if global_amount_allowance == None:
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global_amount_allowance = flt(frappe.db.get_single_value('Accounts Settings', 'over_billing_allowance'))
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over_billing_allowance = global_amount_allowance
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if qty_or_amount == "qty":
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allowance = qty_allowance
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item_allowance.setdefault(item_code, frappe._dict()).setdefault("qty", qty_allowance)
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else:
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allowance = over_billing_allowance
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item_allowance.setdefault(item_code, frappe._dict()).setdefault("amount", over_billing_allowance)
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return allowance, item_allowance, global_qty_allowance, global_amount_allowance
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