900 lines
26 KiB
Python
900 lines
26 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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import frappe
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from frappe import _, msgprint, scrub
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from frappe.contacts.doctype.address.address import (
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get_address_display,
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get_company_address,
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get_default_address,
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)
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from frappe.contacts.doctype.contact.contact import get_contact_details
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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 (
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add_days,
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add_months,
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add_years,
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cint,
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cstr,
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date_diff,
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flt,
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formatdate,
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get_last_day,
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get_timestamp,
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getdate,
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nowdate,
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)
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import erpnext
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from erpnext import get_company_currency
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from erpnext.accounts.utils import get_fiscal_year
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from erpnext.exceptions import InvalidAccountCurrency, PartyDisabled, PartyFrozen
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class DuplicatePartyAccountError(frappe.ValidationError):
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pass
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@frappe.whitelist()
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def get_party_details(
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party=None,
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account=None,
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party_type="Customer",
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company=None,
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posting_date=None,
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bill_date=None,
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price_list=None,
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currency=None,
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doctype=None,
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ignore_permissions=False,
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fetch_payment_terms_template=True,
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party_address=None,
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company_address=None,
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shipping_address=None,
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pos_profile=None,
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):
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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(
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party,
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account,
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party_type,
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company,
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posting_date,
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bill_date,
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price_list,
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currency,
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doctype,
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ignore_permissions,
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fetch_payment_terms_template,
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party_address,
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company_address,
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shipping_address,
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pos_profile,
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)
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def _get_party_details(
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party=None,
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account=None,
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party_type="Customer",
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company=None,
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posting_date=None,
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bill_date=None,
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price_list=None,
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currency=None,
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doctype=None,
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ignore_permissions=False,
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fetch_payment_terms_template=True,
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party_address=None,
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company_address=None,
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shipping_address=None,
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pos_profile=None,
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):
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party_details = frappe._dict(
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set_account_and_due_date(party, account, party_type, company, posting_date, bill_date, doctype)
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)
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party = party_details[party_type.lower()]
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if not ignore_permissions and not (
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frappe.has_permission(party_type, "read", party)
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or frappe.has_permission(party_type, "select", party)
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):
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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.get("default_currency") or currency or get_company_currency(company)
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party_address, shipping_address = set_address_details(
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party_details,
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party,
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party_type,
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doctype,
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company,
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party_address,
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company_address,
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shipping_address,
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)
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set_contact_details(party_details, party, party_type)
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set_other_values(party_details, party, party_type)
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set_price_list(party_details, party, party_type, price_list, pos_profile)
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party_details["tax_category"] = get_address_tax_category(
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party.get("tax_category"),
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party_address,
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shipping_address if party_type != "Supplier" else party_address,
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)
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tax_template = set_taxes(
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party.name,
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party_type,
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posting_date,
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company,
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customer_group=party_details.customer_group,
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supplier_group=party_details.supplier_group,
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tax_category=party_details.tax_category,
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billing_address=party_address,
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shipping_address=shipping_address,
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)
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if tax_template:
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party_details["taxes_and_charges"] = tax_template
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if cint(fetch_payment_terms_template):
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party_details["payment_terms_template"] = get_payment_terms_template(
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party.name, party_type, company
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)
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if not party_details.get("currency"):
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party_details["currency"] = currency
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# sales team
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if party_type == "Customer":
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party_details["sales_team"] = [
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{
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"sales_person": d.sales_person,
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"allocated_percentage": d.allocated_percentage or None,
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"commission_rate": d.commission_rate,
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}
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for d in party.get("sales_team")
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]
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# supplier tax withholding category
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if party_type == "Supplier" and party:
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party_details["supplier_tds"] = frappe.get_value(
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party_type, party.name, "tax_withholding_category"
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)
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return party_details
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def set_address_details(
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party_details,
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party,
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party_type,
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doctype=None,
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company=None,
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party_address=None,
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company_address=None,
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shipping_address=None,
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):
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billing_address_field = (
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"customer_address" if party_type == "Lead" else party_type.lower() + "_address"
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)
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party_details[billing_address_field] = party_address or get_default_address(
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party_type, party.name
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)
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if doctype:
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party_details.update(
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get_fetch_values(doctype, billing_address_field, party_details[billing_address_field])
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)
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# address display
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party_details.address_display = get_address_display(party_details[billing_address_field])
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# shipping address
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if party_type in ["Customer", "Lead"]:
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party_details.shipping_address_name = shipping_address or get_party_shipping_address(
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party_type, party.name
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)
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party_details.shipping_address = get_address_display(party_details["shipping_address_name"])
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if doctype:
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party_details.update(
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get_fetch_values(doctype, "shipping_address_name", party_details.shipping_address_name)
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)
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if company_address:
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party_details.update({"company_address": company_address})
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else:
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party_details.update(get_company_address(company))
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if doctype and doctype in ["Delivery Note", "Sales Invoice", "Sales Order"]:
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if party_details.company_address:
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party_details.update(
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get_fetch_values(doctype, "company_address", party_details.company_address)
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)
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get_regional_address_details(party_details, doctype, company)
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elif doctype and doctype in ["Purchase Invoice", "Purchase Order", "Purchase Receipt"]:
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if party_details.company_address:
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party_details["shipping_address"] = shipping_address or party_details["company_address"]
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party_details.shipping_address_display = get_address_display(party_details["shipping_address"])
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party_details.update(
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get_fetch_values(doctype, "shipping_address", party_details.shipping_address)
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)
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get_regional_address_details(party_details, doctype, company)
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return party_details.get(billing_address_field), party_details.shipping_address_name
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@erpnext.allow_regional
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def get_regional_address_details(party_details, doctype, company):
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pass
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def set_contact_details(party_details, party, party_type):
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party_details.contact_person = get_default_contact(party_type, party.name)
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if not party_details.contact_person:
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party_details.update(
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{
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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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)
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else:
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party_details.update(get_contact_details(party_details.contact_person))
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def set_other_values(party_details, 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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party_details[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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):
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if party.get("default_" + f):
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party_details[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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return frappe.db.get_value("Customer Group", party.customer_group, "default_price_list")
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def set_price_list(party_details, 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 there is only one permitted document based on user permissions, set it
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if price_list and len(price_list) == 1:
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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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party_details.price_list_currency = frappe.db.get_value(
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"Price List", price_list, "currency", cache=True
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)
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party_details[
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"selling_price_list" if party.doctype == "Customer" else "buying_price_list"
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] = price_list
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def set_account_and_due_date(
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party, account, party_type, company, posting_date, bill_date, doctype
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):
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if doctype not in ["POS Invoice", "Sales Invoice", "Purchase Invoice"]:
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# not an invoice
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return {party_type.lower(): party}
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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=None, company=None):
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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 and party_type in ["Customer", "Supplier"]:
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default_account_name = (
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"default_receivable_account" if party_type == "Customer" else "default_payable_account"
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)
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return frappe.get_cached_value("Company", company, default_account_name)
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account = frappe.db.get_value(
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"Party Account", {"parenttype": party_type, "parent": party, "company": company}, "account"
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)
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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(
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"Party Account",
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{"parenttype": party_group_doctype, "parent": group, "company": company},
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"account",
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)
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if not account and party_type in ["Customer", "Supplier"]:
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default_account_name = (
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"default_receivable_account" if party_type == "Customer" else "default_payable_account"
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)
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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(
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"Bank Account", {"party_type": party_type, "party": party, "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(
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"""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""",
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{"company": company, "party_type": party_type, "party": party},
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)
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return existing_gle_currency[0][0] if existing_gle_currency else None
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return frappe.local_cache(
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"party_gle_currency", (party_type, party, company), generator, regenerate_if_none=True
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)
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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(
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"""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""",
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{"company": company, "party_type": party_type, "party": party},
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)
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return existing_gle_account[0][0] if existing_gle_account else None
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return frappe.local_cache(
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"party_gle_account", (party_type, party, company), generator, regenerate_if_none=True
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)
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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(
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_(
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"{0} {1} has accounting entries in currency {2} for company {3}. Please select a receivable or payable account with currency {2}."
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).format(
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frappe.bold(party_type),
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frappe.bold(party),
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frappe.bold(existing_gle_currency),
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frappe.bold(company),
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),
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InvalidAccountCurrency,
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)
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def validate_party_accounts(doc):
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from erpnext.controllers.accounts_controller import validate_account_head
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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(
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_("There can only be 1 Account per Company in {0} {1}").format(doc.doctype, doc.name),
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DuplicatePartyAccountError,
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)
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else:
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companies.append(account.company)
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party_account_currency = frappe.db.get_value(
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"Account", account.account, "account_currency", cache=True
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)
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if frappe.db.get_default("Company"):
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company_default_currency = frappe.get_cached_value(
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"Company", frappe.db.get_default("Company"), "default_currency"
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)
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else:
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company_default_currency = frappe.db.get_value("Company", account.company, "default_currency")
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validate_party_gle_currency(doc.doctype, doc.name, account.company, party_account_currency)
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if doc.get("default_currency") and party_account_currency and company_default_currency:
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if (
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doc.default_currency != party_account_currency
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and doc.default_currency != company_default_currency
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):
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frappe.throw(
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_(
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"Billing currency must be equal to either default company's currency or party account currency"
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)
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)
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# validate if account is mapped for same company
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validate_account_head(account.idx, account.account, account.company)
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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_payment_terms_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(
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"%Y-%m-%d"
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)
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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(
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"%Y-%m-%d"
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)
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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):
|
|
due_date = posting_date
|
|
return due_date
|
|
|
|
|
|
def get_due_date_from_template(template_name, posting_date, bill_date):
|
|
"""
|
|
Inspects all `Payment Term`s from the a `Payment Terms Template` and returns the due
|
|
date after considering all the `Payment Term`s requirements.
|
|
:param template_name: Name of the `Payment Terms Template`
|
|
:return: String representing the calculated due date
|
|
"""
|
|
due_date = getdate(bill_date or posting_date)
|
|
|
|
template = frappe.get_doc("Payment Terms Template", template_name)
|
|
|
|
for term in template.terms:
|
|
if term.due_date_based_on == "Day(s) after invoice date":
|
|
due_date = max(due_date, add_days(due_date, term.credit_days))
|
|
elif term.due_date_based_on == "Day(s) after the end of the invoice month":
|
|
due_date = max(due_date, add_days(get_last_day(due_date), term.credit_days))
|
|
else:
|
|
due_date = max(due_date, add_months(get_last_day(due_date), term.credit_months))
|
|
return due_date
|
|
|
|
|
|
def validate_due_date(
|
|
posting_date, due_date, party_type, party, company=None, bill_date=None, template_name=None
|
|
):
|
|
if getdate(due_date) < getdate(posting_date):
|
|
frappe.throw(_("Due Date cannot be before Posting / Supplier Invoice Date"))
|
|
else:
|
|
if not template_name:
|
|
return
|
|
|
|
default_due_date = get_due_date_from_template(template_name, posting_date, bill_date).strftime(
|
|
"%Y-%m-%d"
|
|
)
|
|
|
|
if not default_due_date:
|
|
return
|
|
|
|
if default_due_date != posting_date and getdate(due_date) > getdate(default_due_date):
|
|
is_credit_controller = (
|
|
frappe.db.get_single_value("Accounts Settings", "credit_controller") in frappe.get_roles()
|
|
)
|
|
if is_credit_controller:
|
|
msgprint(
|
|
_("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)").format(
|
|
date_diff(due_date, default_due_date)
|
|
)
|
|
)
|
|
else:
|
|
frappe.throw(
|
|
_("Due / Reference Date cannot be after {0}").format(formatdate(default_due_date))
|
|
)
|
|
|
|
|
|
@frappe.whitelist()
|
|
def get_address_tax_category(tax_category=None, billing_address=None, shipping_address=None):
|
|
addr_tax_category_from = frappe.db.get_single_value(
|
|
"Accounts Settings", "determine_address_tax_category_from"
|
|
)
|
|
if addr_tax_category_from == "Shipping Address":
|
|
if shipping_address:
|
|
tax_category = frappe.db.get_value("Address", shipping_address, "tax_category") or tax_category
|
|
else:
|
|
if billing_address:
|
|
tax_category = frappe.db.get_value("Address", billing_address, "tax_category") or tax_category
|
|
|
|
return cstr(tax_category)
|
|
|
|
|
|
@frappe.whitelist()
|
|
def set_taxes(
|
|
party,
|
|
party_type,
|
|
posting_date,
|
|
company,
|
|
customer_group=None,
|
|
supplier_group=None,
|
|
tax_category=None,
|
|
billing_address=None,
|
|
shipping_address=None,
|
|
use_for_shopping_cart=None,
|
|
):
|
|
from erpnext.accounts.doctype.tax_rule.tax_rule import get_party_details, get_tax_template
|
|
|
|
args = {party_type.lower(): party, "company": company}
|
|
|
|
if tax_category:
|
|
args["tax_category"] = tax_category
|
|
|
|
if customer_group:
|
|
args["customer_group"] = customer_group
|
|
|
|
if supplier_group:
|
|
args["supplier_group"] = supplier_group
|
|
|
|
if billing_address or shipping_address:
|
|
args.update(
|
|
get_party_details(
|
|
party, party_type, {"billing_address": billing_address, "shipping_address": shipping_address}
|
|
)
|
|
)
|
|
else:
|
|
args.update(get_party_details(party, party_type))
|
|
|
|
if party_type in ("Customer", "Lead"):
|
|
args.update({"tax_type": "Sales"})
|
|
|
|
if party_type == "Lead":
|
|
args["customer"] = None
|
|
del args["lead"]
|
|
else:
|
|
args.update({"tax_type": "Purchase"})
|
|
|
|
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_payment_terms_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 frappe.flags.ignore_party_validation:
|
|
return
|
|
|
|
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") != "Active":
|
|
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 = "creation, count(*)"
|
|
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 creation",
|
|
fields="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)s and reference_name=%(name)s)
|
|
or (timeline_doctype in (%(doctype)s) and timeline_name=%(name)s)
|
|
or (reference_doctype in ("Quotation", "Opportunity") and timeline_name=%(name)s)
|
|
and status!='Success' and creation > {after}
|
|
{group_by} order by creation desc
|
|
""".format(
|
|
fields=fields, group_by=group_by, after=after
|
|
),
|
|
{"doctype": doctype, "name": name},
|
|
as_dict=False,
|
|
)
|
|
|
|
timeline_items = dict(data)
|
|
|
|
for date, count in timeline_items.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
|
|
and is_cancelled = 0
|
|
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, future_payment=0, company=None
|
|
):
|
|
cond = "1=1"
|
|
if posting_date:
|
|
if future_payment:
|
|
cond = "posting_date <= '{0}' OR DATE(creation) <= '{0}' " "".format(posting_date)
|
|
else:
|
|
cond = "posting_date <= '{0}'".format(posting_date)
|
|
|
|
if company:
|
|
cond += "and company = {0}".format(frappe.db.escape(company))
|
|
|
|
data = frappe.db.sql(
|
|
""" SELECT party, sum({0}) as amount
|
|
FROM `tabGL Entry`
|
|
WHERE
|
|
party_type = %s and against_voucher is null
|
|
and is_cancelled = 0
|
|
and {1} GROUP BY party""".format(
|
|
("credit") if party_type == "Customer" else "debit", cond
|
|
),
|
|
party_type,
|
|
)
|
|
|
|
if data:
|
|
return frappe._dict(data)
|
|
|
|
|
|
def get_default_contact(doctype, name):
|
|
"""
|
|
Returns default contact for the given doctype and name.
|
|
Can be ordered by `contact_type` to either is_primary_contact or is_billing_contact.
|
|
"""
|
|
out = frappe.db.sql(
|
|
"""
|
|
SELECT dl.parent, c.is_primary_contact, c.is_billing_contact
|
|
FROM `tabDynamic Link` dl
|
|
INNER JOIN tabContact c ON c.name = dl.parent
|
|
WHERE
|
|
dl.link_doctype=%s AND
|
|
dl.link_name=%s AND
|
|
dl.parenttype = "Contact"
|
|
ORDER BY is_primary_contact DESC, is_billing_contact DESC
|
|
""",
|
|
(doctype, name),
|
|
)
|
|
if out:
|
|
try:
|
|
return out[0][0]
|
|
except Exception:
|
|
return None
|
|
else:
|
|
return None
|