34c551d9a5
* fix: merge conflict * fix: restored missing set_gst_state_and_state_number function * fix: style linting as per codacy * fix: Fixes related to customer/lead merging * fix: merge conflict * fix: Fixes related to customer/lead merging * fix: Assign isue/opportunity to user * fix: Assign isue/opportunity to user * fix: Replaced Invoice type by GST Category * fix: merge conflict * fix: merge conflict * fix: test cases * fix: test cases
608 lines
23 KiB
Python
608 lines
23 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, erpnext
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from frappe import _, msgprint, scrub
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from frappe.core.doctype.user_permission.user_permission import get_permitted_documents
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from frappe.model.utils import get_fetch_values
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from frappe.utils import (add_days, getdate, formatdate, date_diff,
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add_years, get_timestamp, nowdate, flt, cstr, add_months, get_last_day)
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from frappe.contacts.doctype.address.address import (get_address_display,
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get_default_address, get_company_address)
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from frappe.contacts.doctype.contact.contact import get_contact_details, get_default_contact
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from erpnext.exceptions import PartyFrozen, PartyDisabled, InvalidAccountCurrency
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from erpnext.accounts.utils import get_fiscal_year
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from erpnext import get_company_currency
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from six import iteritems, string_types
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class DuplicatePartyAccountError(frappe.ValidationError): pass
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@frappe.whitelist()
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def get_party_details(party=None, account=None, party_type="Customer", company=None, posting_date=None,
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bill_date=None, price_list=None, currency=None, doctype=None, ignore_permissions=False, fetch_payment_terms_template=True,
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party_address=None, shipping_address=None, pos_profile=None):
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if not party:
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return {}
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if not frappe.db.exists(party_type, party):
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frappe.throw(_("{0}: {1} does not exists").format(party_type, party))
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return _get_party_details(party, account, party_type,
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company, posting_date, bill_date, price_list, currency, doctype, ignore_permissions,
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fetch_payment_terms_template, party_address, shipping_address, pos_profile)
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def _get_party_details(party=None, account=None, party_type="Customer", company=None, posting_date=None,
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bill_date=None, price_list=None, currency=None, doctype=None, ignore_permissions=False,
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fetch_payment_terms_template=True, party_address=None, shipping_address=None, pos_profile=None):
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out = frappe._dict(set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype))
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party = out[party_type.lower()]
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if not ignore_permissions and not frappe.has_permission(party_type, "read", party):
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frappe.throw(_("Not permitted for {0}").format(party), frappe.PermissionError)
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party = frappe.get_doc(party_type, party)
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currency = party.default_currency if party.get("default_currency") else get_company_currency(company)
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party_address, shipping_address = set_address_details(out, party, party_type, doctype, company, party_address, shipping_address)
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set_contact_details(out, party, party_type)
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set_other_values(out, party, party_type)
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set_price_list(out, party, party_type, price_list, pos_profile)
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out["tax_category"] = get_address_tax_category(party.get("tax_category"),
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party_address, shipping_address if party_type != "Supplier" else party_address)
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out["taxes_and_charges"] = set_taxes(party.name, party_type, posting_date, company,
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customer_group=out.customer_group, supplier_group=out.supplier_group, tax_category=out.tax_category,
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billing_address=party_address, shipping_address=shipping_address)
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if fetch_payment_terms_template:
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out["payment_terms_template"] = get_pyt_term_template(party.name, party_type, company)
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if not out.get("currency"):
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out["currency"] = currency
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# sales team
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if party_type=="Customer":
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out["sales_team"] = [{
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"sales_person": d.sales_person,
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"allocated_percentage": d.allocated_percentage or None
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} for d in party.get("sales_team")]
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# supplier tax withholding category
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if party_type == "Supplier" and party:
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out["supplier_tds"] = frappe.get_value(party_type, party.name, "tax_withholding_category")
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return out
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def set_address_details(out, party, party_type, doctype=None, company=None, party_address=None, shipping_address=None):
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billing_address_field = "customer_address" if party_type == "Lead" \
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else party_type.lower() + "_address"
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out[billing_address_field] = party_address or get_default_address(party_type, party.name)
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if doctype:
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out.update(get_fetch_values(doctype, billing_address_field, out[billing_address_field]))
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# address display
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out.address_display = get_address_display(out[billing_address_field])
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# shipping address
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if party_type in ["Customer", "Lead"]:
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out.shipping_address_name = shipping_address or get_party_shipping_address(party_type, party.name)
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out.shipping_address = get_address_display(out["shipping_address_name"])
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if doctype:
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out.update(get_fetch_values(doctype, 'shipping_address_name', out.shipping_address_name))
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if doctype and doctype in ['Delivery Note', 'Sales Invoice']:
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out.update(get_company_address(company))
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if out.company_address:
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out.update(get_fetch_values(doctype, 'company_address', out.company_address))
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get_regional_address_details(out, doctype, company)
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elif doctype and doctype == "Purchase Invoice":
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out.update(get_company_address(company))
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if out.company_address:
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out["shipping_address"] = shipping_address or out["company_address"]
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out.shipping_address_display = get_address_display(out["shipping_address"])
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out.update(get_fetch_values(doctype, 'shipping_address', out.shipping_address))
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get_regional_address_details(out, doctype, company)
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return out.get(billing_address_field), out.shipping_address_name
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@erpnext.allow_regional
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def get_regional_address_details(out, doctype, company):
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pass
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def set_contact_details(out, party, party_type):
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out.contact_person = get_default_contact(party_type, party.name)
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if not out.contact_person:
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out.update({
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"contact_person": None,
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"contact_display": None,
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"contact_email": None,
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"contact_mobile": None,
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"contact_phone": None,
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"contact_designation": None,
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"contact_department": None
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})
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else:
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out.update(get_contact_details(out.contact_person))
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def set_other_values(out, party, party_type):
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# copy
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if party_type=="Customer":
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to_copy = ["customer_name", "customer_group", "territory", "language"]
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else:
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to_copy = ["supplier_name", "supplier_group", "language"]
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for f in to_copy:
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out[f] = party.get(f)
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# fields prepended with default in Customer doctype
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for f in ['currency'] \
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+ (['sales_partner', 'commission_rate'] if party_type=="Customer" else []):
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if party.get("default_" + f):
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out[f] = party.get("default_" + f)
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def get_default_price_list(party):
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"""Return default price list for party (Document object)"""
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if party.get("default_price_list"):
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return party.default_price_list
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if party.doctype == "Customer":
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price_list = frappe.get_cached_value("Customer Group",
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party.customer_group, "default_price_list")
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if price_list:
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return price_list
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return None
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def set_price_list(out, party, party_type, given_price_list, pos=None):
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# price list
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price_list = get_permitted_documents('Price List')
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if price_list:
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price_list = price_list[0]
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elif pos and party_type == 'Customer':
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customer_price_list = frappe.get_value('Customer', party.name, 'default_price_list')
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if customer_price_list:
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price_list = customer_price_list
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else:
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pos_price_list = frappe.get_value('POS Profile', pos, 'selling_price_list')
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price_list = pos_price_list or given_price_list
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else:
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price_list = get_default_price_list(party) or given_price_list
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if price_list:
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out.price_list_currency = frappe.db.get_value("Price List", price_list, "currency", cache=True)
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out["selling_price_list" if party.doctype=="Customer" else "buying_price_list"] = price_list
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def set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype):
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if doctype not in ["Sales Invoice", "Purchase Invoice"]:
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# not an invoice
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return {
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party_type.lower(): party
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}
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if party:
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account = get_party_account(party_type, party, company)
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account_fieldname = "debit_to" if party_type=="Customer" else "credit_to"
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out = {
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party_type.lower(): party,
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account_fieldname : account,
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"due_date": get_due_date(posting_date, party_type, party, company, bill_date)
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}
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return out
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@frappe.whitelist()
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def get_party_account(party_type, party, company):
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"""Returns the account for the given `party`.
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Will first search in party (Customer / Supplier) record, if not found,
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will search in group (Customer Group / Supplier Group),
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finally will return default."""
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if not company:
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frappe.throw(_("Please select a Company"))
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if not party:
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return
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account = frappe.db.get_value("Party Account",
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{"parenttype": party_type, "parent": party, "company": company}, "account")
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if not account and party_type in ['Customer', 'Supplier']:
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party_group_doctype = "Customer Group" if party_type=="Customer" else "Supplier Group"
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group = frappe.get_cached_value(party_type, party, scrub(party_group_doctype))
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account = frappe.db.get_value("Party Account",
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{"parenttype": party_group_doctype, "parent": group, "company": company}, "account")
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if not account and party_type in ['Customer', 'Supplier']:
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default_account_name = "default_receivable_account" \
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if party_type=="Customer" else "default_payable_account"
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account = frappe.get_cached_value('Company', company, default_account_name)
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existing_gle_currency = get_party_gle_currency(party_type, party, company)
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if existing_gle_currency:
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if account:
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account_currency = frappe.db.get_value("Account", account, "account_currency", cache=True)
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if (account and account_currency != existing_gle_currency) or not account:
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account = get_party_gle_account(party_type, party, company)
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return account
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@frappe.whitelist()
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def get_party_bank_account(party_type, party):
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return frappe.db.get_value('Bank Account', {
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'party_type': party_type,
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'party': party,
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'is_default': 1
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})
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def get_party_account_currency(party_type, party, company):
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def generator():
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party_account = get_party_account(party_type, party, company)
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return frappe.db.get_value("Account", party_account, "account_currency", cache=True)
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return frappe.local_cache("party_account_currency", (party_type, party, company), generator)
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def get_party_gle_currency(party_type, party, company):
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def generator():
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existing_gle_currency = frappe.db.sql("""select account_currency from `tabGL Entry`
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where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s
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limit 1""", { "company": company, "party_type": party_type, "party": party })
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return existing_gle_currency[0][0] if existing_gle_currency else None
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return frappe.local_cache("party_gle_currency", (party_type, party, company), generator,
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regenerate_if_none=True)
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def get_party_gle_account(party_type, party, company):
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def generator():
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existing_gle_account = frappe.db.sql("""select account from `tabGL Entry`
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where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s
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limit 1""", { "company": company, "party_type": party_type, "party": party })
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return existing_gle_account[0][0] if existing_gle_account else None
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return frappe.local_cache("party_gle_account", (party_type, party, company), generator,
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regenerate_if_none=True)
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def validate_party_gle_currency(party_type, party, company, party_account_currency=None):
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"""Validate party account currency with existing GL Entry's currency"""
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if not party_account_currency:
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party_account_currency = get_party_account_currency(party_type, party, company)
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existing_gle_currency = get_party_gle_currency(party_type, party, company)
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if existing_gle_currency and party_account_currency != existing_gle_currency:
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frappe.throw(_("Accounting Entry for {0}: {1} can only be made in currency: {2}")
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.format(party_type, party, existing_gle_currency), InvalidAccountCurrency)
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def validate_party_accounts(doc):
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companies = []
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for account in doc.get("accounts"):
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if account.company in companies:
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frappe.throw(_("There can only be 1 Account per Company in {0} {1}")
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.format(doc.doctype, doc.name), DuplicatePartyAccountError)
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else:
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companies.append(account.company)
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party_account_currency = frappe.db.get_value("Account", account.account, "account_currency", cache=True)
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existing_gle_currency = get_party_gle_currency(doc.doctype, doc.name, account.company)
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company_default_currency = frappe.get_cached_value('Company',
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frappe.db.get_default("Company"), "default_currency")
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if existing_gle_currency and party_account_currency != existing_gle_currency:
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frappe.throw(_("Accounting entries have already been made in currency {0} for company {1}. Please select a receivable or payable account with currency {0}.").format(existing_gle_currency, account.company))
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if doc.get("default_currency") and party_account_currency and company_default_currency:
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if doc.default_currency != party_account_currency and doc.default_currency != company_default_currency:
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frappe.throw(_("Billing currency must be equal to either default company's currency or party account currency"))
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@frappe.whitelist()
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def get_due_date(posting_date, party_type, party, company=None, bill_date=None):
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"""Get due date from `Payment Terms Template`"""
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due_date = None
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if (bill_date or posting_date) and party:
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due_date = bill_date or posting_date
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template_name = get_pyt_term_template(party, party_type, company)
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if template_name:
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due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime("%Y-%m-%d")
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else:
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if party_type == "Supplier":
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supplier_group = frappe.get_cached_value(party_type, party, "supplier_group")
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template_name = frappe.get_cached_value("Supplier Group", supplier_group, "payment_terms")
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if template_name:
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due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime("%Y-%m-%d")
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# If due date is calculated from bill_date, check this condition
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if getdate(due_date) < getdate(posting_date):
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due_date = posting_date
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return due_date
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def get_due_date_from_template(template_name, posting_date, bill_date):
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"""
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Inspects all `Payment Term`s from the a `Payment Terms Template` and returns the due
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date after considering all the `Payment Term`s requirements.
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:param template_name: Name of the `Payment Terms Template`
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:return: String representing the calculated due date
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"""
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due_date = getdate(bill_date or posting_date)
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template = frappe.get_doc('Payment Terms Template', template_name)
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for term in template.terms:
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if term.due_date_based_on == 'Day(s) after invoice date':
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due_date = max(due_date, add_days(due_date, term.credit_days))
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elif term.due_date_based_on == 'Day(s) after the end of the invoice month':
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due_date = max(due_date, add_days(get_last_day(due_date), term.credit_days))
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else:
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due_date = max(due_date, add_months(get_last_day(due_date), term.credit_months))
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return due_date
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def validate_due_date(posting_date, due_date, party_type, party, company=None, bill_date=None, template_name=None):
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if getdate(due_date) < getdate(posting_date):
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frappe.throw(_("Due Date cannot be before Posting / Supplier Invoice Date"))
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else:
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if not template_name: return
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default_due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime("%Y-%m-%d")
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if not default_due_date:
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return
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if default_due_date != posting_date and getdate(due_date) > getdate(default_due_date):
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is_credit_controller = frappe.db.get_single_value("Accounts Settings", "credit_controller") in frappe.get_roles()
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if is_credit_controller:
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msgprint(_("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)")
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.format(date_diff(due_date, default_due_date)))
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else:
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frappe.throw(_("Due / Reference Date cannot be after {0}")
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.format(formatdate(default_due_date)))
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@frappe.whitelist()
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def get_address_tax_category(tax_category, billing_address=None, shipping_address=None):
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addr_tax_category_from = frappe.db.get_single_value("Accounts Settings", "determine_address_tax_category_from")
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if addr_tax_category_from == "Shipping Address":
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if shipping_address:
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tax_category = frappe.db.get_value("Address", shipping_address, "tax_category") or tax_category
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else:
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if billing_address:
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tax_category = frappe.db.get_value("Address", billing_address, "tax_category") or tax_category
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return cstr(tax_category)
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@frappe.whitelist()
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def set_taxes(party, party_type, posting_date, company, customer_group=None, supplier_group=None, tax_category=None,
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billing_address=None, shipping_address=None, use_for_shopping_cart=None):
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from erpnext.accounts.doctype.tax_rule.tax_rule import get_tax_template, get_party_details
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args = {
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party_type.lower(): party,
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"company": company
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}
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if tax_category:
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args['tax_category'] = tax_category
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if customer_group:
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args['customer_group'] = customer_group
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if supplier_group:
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args['supplier_group'] = supplier_group
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if billing_address or shipping_address:
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args.update(get_party_details(party, party_type, {"billing_address": billing_address, \
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"shipping_address": shipping_address }))
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else:
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args.update(get_party_details(party, party_type))
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if party_type in ("Customer", "Lead"):
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args.update({"tax_type": "Sales"})
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if party_type=='Lead':
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args['customer'] = None
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del args['lead']
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else:
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args.update({"tax_type": "Purchase"})
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if use_for_shopping_cart:
|
|
args.update({"use_for_shopping_cart": use_for_shopping_cart})
|
|
|
|
return get_tax_template(posting_date, args)
|
|
|
|
|
|
@frappe.whitelist()
|
|
def get_pyt_term_template(party_name, party_type, company=None):
|
|
if party_type not in ("Customer", "Supplier"):
|
|
return
|
|
template = None
|
|
if party_type == 'Customer':
|
|
customer = frappe.get_cached_value("Customer", party_name,
|
|
fieldname=['payment_terms', "customer_group"], as_dict=1)
|
|
template = customer.payment_terms
|
|
|
|
if not template and customer.customer_group:
|
|
template = frappe.get_cached_value("Customer Group",
|
|
customer.customer_group, 'payment_terms')
|
|
else:
|
|
supplier = frappe.get_cached_value("Supplier", party_name,
|
|
fieldname=['payment_terms', "supplier_group"], as_dict=1)
|
|
template = supplier.payment_terms
|
|
if not template and supplier.supplier_group:
|
|
template = frappe.get_cached_value("Supplier Group", supplier.supplier_group, 'payment_terms')
|
|
|
|
if not template and company:
|
|
template = frappe.get_cached_value('Company', company, fieldname='payment_terms')
|
|
return template
|
|
|
|
def validate_party_frozen_disabled(party_type, party_name):
|
|
if party_type and party_name:
|
|
if party_type in ("Customer", "Supplier"):
|
|
party = frappe.get_cached_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True)
|
|
if party.disabled:
|
|
frappe.throw(_("{0} {1} is disabled").format(party_type, party_name), PartyDisabled)
|
|
elif party.get("is_frozen"):
|
|
frozen_accounts_modifier = frappe.db.get_single_value( 'Accounts Settings', 'frozen_accounts_modifier')
|
|
if not frozen_accounts_modifier in frappe.get_roles():
|
|
frappe.throw(_("{0} {1} is frozen").format(party_type, party_name), PartyFrozen)
|
|
|
|
elif party_type == "Employee":
|
|
if frappe.db.get_value("Employee", party_name, "status") == "Left":
|
|
frappe.msgprint(_("{0} {1} is not active").format(party_type, party_name), alert=True)
|
|
|
|
def get_timeline_data(doctype, name):
|
|
'''returns timeline data for the past one year'''
|
|
from frappe.desk.form.load import get_communication_data
|
|
|
|
out = {}
|
|
fields = 'date(creation), count(name)'
|
|
after = add_years(None, -1).strftime('%Y-%m-%d')
|
|
group_by='group by date(creation)'
|
|
|
|
data = get_communication_data(doctype, name, after=after, group_by='group by date(creation)',
|
|
fields='date(C.creation) as creation, count(C.name)',as_dict=False)
|
|
|
|
# fetch and append data from Activity Log
|
|
data += frappe.db.sql("""select {fields}
|
|
from `tabActivity Log`
|
|
where reference_doctype={doctype} and reference_name={name}
|
|
and status!='Success' and creation > {after}
|
|
{group_by} order by creation desc
|
|
""".format(doctype=frappe.db.escape(doctype), name=frappe.db.escape(name), fields=fields,
|
|
group_by=group_by, after=after), as_dict=False)
|
|
|
|
timeline_items = dict(data)
|
|
|
|
for date, count in iteritems(timeline_items):
|
|
timestamp = get_timestamp(date)
|
|
out.update({ timestamp: count })
|
|
|
|
return out
|
|
|
|
def get_dashboard_info(party_type, party, loyalty_program=None):
|
|
current_fiscal_year = get_fiscal_year(nowdate(), as_dict=True)
|
|
|
|
doctype = "Sales Invoice" if party_type=="Customer" else "Purchase Invoice"
|
|
|
|
companies = frappe.get_all(doctype, filters={
|
|
'docstatus': 1,
|
|
party_type.lower(): party
|
|
}, distinct=1, fields=['company'])
|
|
|
|
company_wise_info = []
|
|
|
|
company_wise_grand_total = frappe.get_all(doctype,
|
|
filters={
|
|
'docstatus': 1,
|
|
party_type.lower(): party,
|
|
'posting_date': ('between', [current_fiscal_year.year_start_date, current_fiscal_year.year_end_date])
|
|
},
|
|
group_by="company",
|
|
fields=["company", "sum(grand_total) as grand_total", "sum(base_grand_total) as base_grand_total"]
|
|
)
|
|
|
|
loyalty_point_details = []
|
|
|
|
if party_type == "Customer":
|
|
loyalty_point_details = frappe._dict(frappe.get_all("Loyalty Point Entry",
|
|
filters={
|
|
'customer': party,
|
|
'expiry_date': ('>=', getdate()),
|
|
},
|
|
group_by="company",
|
|
fields=["company", "sum(loyalty_points) as loyalty_points"],
|
|
as_list =1
|
|
))
|
|
|
|
company_wise_billing_this_year = frappe._dict()
|
|
|
|
for d in company_wise_grand_total:
|
|
company_wise_billing_this_year.setdefault(
|
|
d.company,{
|
|
"grand_total": d.grand_total,
|
|
"base_grand_total": d.base_grand_total
|
|
})
|
|
|
|
|
|
company_wise_total_unpaid = frappe._dict(frappe.db.sql("""
|
|
select company, sum(debit_in_account_currency) - sum(credit_in_account_currency)
|
|
from `tabGL Entry`
|
|
where party_type = %s and party=%s
|
|
group by company""", (party_type, party)))
|
|
|
|
for d in companies:
|
|
company_default_currency = frappe.db.get_value("Company", d.company, 'default_currency')
|
|
party_account_currency = get_party_account_currency(party_type, party, d.company)
|
|
|
|
if party_account_currency==company_default_currency:
|
|
billing_this_year = flt(company_wise_billing_this_year.get(d.company,{}).get("base_grand_total"))
|
|
else:
|
|
billing_this_year = flt(company_wise_billing_this_year.get(d.company,{}).get("grand_total"))
|
|
|
|
total_unpaid = flt(company_wise_total_unpaid.get(d.company))
|
|
|
|
if loyalty_point_details:
|
|
loyalty_points = loyalty_point_details.get(d.company)
|
|
|
|
info = {}
|
|
info["billing_this_year"] = flt(billing_this_year) if billing_this_year else 0
|
|
info["currency"] = party_account_currency
|
|
info["total_unpaid"] = flt(total_unpaid) if total_unpaid else 0
|
|
info["company"] = d.company
|
|
|
|
if party_type == "Customer" and loyalty_point_details:
|
|
info["loyalty_points"] = loyalty_points
|
|
|
|
if party_type == "Supplier":
|
|
info["total_unpaid"] = -1 * info["total_unpaid"]
|
|
|
|
company_wise_info.append(info)
|
|
|
|
return company_wise_info
|
|
|
|
def get_party_shipping_address(doctype, name):
|
|
"""
|
|
Returns an Address name (best guess) for the given doctype and name for which `address_type == 'Shipping'` is true.
|
|
and/or `is_shipping_address = 1`.
|
|
|
|
It returns an empty string if there is no matching record.
|
|
|
|
:param doctype: Party Doctype
|
|
:param name: Party name
|
|
:return: String
|
|
"""
|
|
out = frappe.db.sql(
|
|
'SELECT dl.parent '
|
|
'from `tabDynamic Link` dl join `tabAddress` ta on dl.parent=ta.name '
|
|
'where '
|
|
'dl.link_doctype=%s '
|
|
'and dl.link_name=%s '
|
|
'and dl.parenttype="Address" '
|
|
'and ifnull(ta.disabled, 0) = 0 and'
|
|
'(ta.address_type="Shipping" or ta.is_shipping_address=1) '
|
|
'order by ta.is_shipping_address desc, ta.address_type desc limit 1',
|
|
(doctype, name)
|
|
)
|
|
if out:
|
|
return out[0][0]
|
|
else:
|
|
return ''
|
|
|
|
def get_partywise_advanced_payment_amount(party_type, posting_date = None):
|
|
cond = "1=1"
|
|
if posting_date:
|
|
cond = "posting_date <= '{0}'".format(posting_date)
|
|
|
|
data = frappe.db.sql(""" SELECT party, sum({0}) as amount
|
|
FROM `tabGL Entry`
|
|
WHERE
|
|
party_type = %s and against_voucher is null
|
|
and {1} GROUP BY party"""
|
|
.format(("credit") if party_type == "Customer" else "debit", cond) , party_type)
|
|
|
|
if data:
|
|
return frappe._dict(data) |