Merge pull request #14205 from Alchez/frappe-contract
[Feature] Managing Contracts in ERPNext
diff --git a/erpnext/crm/doctype/contract/__init__.py b/erpnext/crm/doctype/contract/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/crm/doctype/contract/__init__.py
diff --git a/erpnext/crm/doctype/contract/contract.js b/erpnext/crm/doctype/contract/contract.js
new file mode 100644
index 0000000..ee9e895
--- /dev/null
+++ b/erpnext/crm/doctype/contract/contract.js
@@ -0,0 +1,24 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+cur_frm.add_fetch("contract_template", "contract_terms", "contract_terms");
+cur_frm.add_fetch("contract_template", "requires_fulfilment", "requires_fulfilment");
+
+// Add fulfilment terms from contract template into contract
+frappe.ui.form.on("Contract", {
+ contract_template: function (frm) {
+ // Populate the fulfilment terms table from a contract template, if any
+ if (frm.doc.contract_template) {
+ frappe.model.with_doc("Contract Template", frm.doc.contract_template, function () {
+ var tabletransfer = frappe.model.get_doc("Contract Template", frm.doc.contract_template);
+
+ frm.doc.fulfilment_terms = [];
+ $.each(tabletransfer.fulfilment_terms, function (index, row) {
+ var d = frm.add_child("fulfilment_terms");
+ d.requirement = row.requirement;
+ frm.refresh_field("fulfilment_terms");
+ });
+ });
+ }
+ }
+});
diff --git a/erpnext/crm/doctype/contract/contract.json b/erpnext/crm/doctype/contract/contract.json
new file mode 100755
index 0000000..d48cc37
--- /dev/null
+++ b/erpnext/crm/doctype/contract/contract.json
@@ -0,0 +1,1034 @@
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+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.requires_fulfilment==1",
+ "fieldname": "fulfilment_terms",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Fulfilment Terms",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Contract Fulfilment Checklist",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "search_index": 0,
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+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 1,
+ "columns": 0,
+ "fieldname": "sb_references",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "References",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
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+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "default": "",
+ "depends_on": "",
+ "fieldname": "document_type",
+ "fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Document Type",
+ "length": 0,
+ "no_copy": 0,
+ "options": "\nQuotation\nProject\nSales Order\nPurchase Order\nSales Invoice\nPurchase Invoice",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "cb_links",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
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+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "",
+ "fieldname": "document_name",
+ "fieldtype": "Dynamic Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 1,
+ "in_list_view": 1,
+ "in_standard_filter": 1,
+ "label": "Document Name",
+ "length": 0,
+ "no_copy": 0,
+ "options": "document_type",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_in_quick_entry": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Contract",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "translatable": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-06-14 12:47:10.142988",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Contract",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Sales Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Purchase Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ },
+ {
+ "amend": 1,
+ "cancel": 1,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 1,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "title_field": "",
+ "track_changes": 1,
+ "track_seen": 1
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/contract/contract.py b/erpnext/crm/doctype/contract/contract.py
new file mode 100644
index 0000000..64cc97b
--- /dev/null
+++ b/erpnext/crm/doctype/contract/contract.py
@@ -0,0 +1,109 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+
+import frappe
+from frappe import _
+from frappe.model.document import Document
+from frappe.utils import getdate, now_datetime, nowdate
+
+
+class Contract(Document):
+ def autoname(self):
+ name = self.party_name
+
+ if self.contract_template:
+ name += " - {} Agreement".format(self.contract_template)
+
+ # If identical, append contract name with the next number in the iteration
+ if frappe.db.exists("Contract", name):
+ count = len(frappe.get_all("Contract", filters={"name": ["like", "%{}%".format(name)]}))
+ name = "{} - {}".format(name, count)
+
+ self.name = _(name)
+
+ def validate(self):
+ self.validate_dates()
+ self.update_contract_status()
+ self.update_fulfilment_status()
+
+ def before_update_after_submit(self):
+ self.update_contract_status()
+ self.update_fulfilment_status()
+
+ def validate_dates(self):
+ if self.end_date and self.end_date < self.start_date:
+ frappe.throw(_("End Date cannot be before Start Date."))
+
+ def update_contract_status(self):
+ if self.is_signed:
+ self.status = get_status(self.start_date, self.end_date)
+ else:
+ self.status = "Unsigned"
+
+ def update_fulfilment_status(self):
+ fulfilment_status = "N/A"
+
+ if self.requires_fulfilment:
+ fulfilment_progress = self.get_fulfilment_progress()
+
+ if not fulfilment_progress:
+ fulfilment_status = "Unfulfilled"
+ elif fulfilment_progress < len(self.fulfilment_terms):
+ fulfilment_status = "Partially Fulfilled"
+ elif fulfilment_progress == len(self.fulfilment_terms):
+ fulfilment_status = "Fulfilled"
+
+ if fulfilment_status != "Fulfilled" and self.fulfilment_deadline:
+ now_date = getdate(nowdate())
+ deadline_date = getdate(self.fulfilment_deadline)
+
+ if now_date > deadline_date:
+ fulfilment_status = "Lapsed"
+
+ self.fulfilment_status = fulfilment_status
+
+ def get_fulfilment_progress(self):
+ return len([term for term in self.fulfilment_terms if term.fulfilled])
+
+
+def get_status(start_date, end_date):
+ """
+ Get a Contract's status based on the start, current and end dates
+
+ Args:
+ start_date (str): The start date of the contract
+ end_date (str): The end date of the contract
+
+ Returns:
+ str: 'Active' if within range, otherwise 'Inactive'
+ """
+
+ if not end_date:
+ return "Active"
+
+ start_date = getdate(start_date)
+ end_date = getdate(end_date)
+ now_date = getdate(nowdate())
+
+ return "Active" if start_date < now_date < end_date else "Inactive"
+
+
+def update_status_for_contracts():
+ """
+ Run the daily hook to update the statuses for all signed
+ and submitted Contracts
+ """
+
+ contracts = frappe.get_all("Contract",
+ filters={"is_signed": True,
+ "docstatus": 1},
+ fields=["name", "start_date", "end_date"])
+
+ for contract in contracts:
+ status = get_status(contract.get("start_date"),
+ contract.get("end_date"))
+
+ frappe.db.set_value("Contract", contract.get("name"), "status", status)
diff --git a/erpnext/crm/doctype/contract/contract_list.js b/erpnext/crm/doctype/contract/contract_list.js
new file mode 100644
index 0000000..2ef5900
--- /dev/null
+++ b/erpnext/crm/doctype/contract/contract_list.js
@@ -0,0 +1,12 @@
+frappe.listview_settings['Contract'] = {
+ add_fields: ["status"],
+ get_indicator: function (doc) {
+ if (doc.status == "Unsigned") {
+ return [__(doc.status), "red", "status,=," + doc.status];
+ } else if (doc.status == "Active") {
+ return [__(doc.status), "green", "status,=," + doc.status];
+ } else if (doc.status == "Inactive") {
+ return [__(doc.status), "darkgrey", "status,=," + doc.status];
+ }
+ },
+};
\ No newline at end of file
diff --git a/erpnext/crm/doctype/contract/test_contract.js b/erpnext/crm/doctype/contract/test_contract.js
new file mode 100644
index 0000000..4c77c3d
--- /dev/null
+++ b/erpnext/crm/doctype/contract/test_contract.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Contract", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Contract
+ () => frappe.tests.make('Contract', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/crm/doctype/contract/test_contract.py b/erpnext/crm/doctype/contract/test_contract.py
new file mode 100644
index 0000000..d5f4e71
--- /dev/null
+++ b/erpnext/crm/doctype/contract/test_contract.py
@@ -0,0 +1,119 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import unittest
+
+import frappe
+from frappe.utils import add_days, nowdate
+
+class TestContract(unittest.TestCase):
+
+ def setUp(self):
+ frappe.db.sql("delete from `tabContract`")
+ self.contract_doc = get_contract()
+
+ def test_validate_start_date_before_end_date(self):
+ self.contract_doc.start_date = nowdate()
+ self.contract_doc.end_date = add_days(nowdate(), -1)
+
+ self.assertRaises(frappe.ValidationError, self.contract_doc.insert)
+
+ def test_unsigned_contract_status(self):
+ self.contract_doc.insert()
+ self.assertEqual(self.contract_doc.status, "Unsigned")
+
+ def test_active_signed_contract_status(self):
+ self.contract_doc.is_signed = True
+ self.contract_doc.start_date = add_days(nowdate(), -1)
+ self.contract_doc.end_date = add_days(nowdate(), 1)
+ self.contract_doc.insert()
+
+ self.assertEqual(self.contract_doc.status, "Active")
+
+ def test_past_inactive_signed_contract_status(self):
+ self.contract_doc.is_signed = True
+ self.contract_doc.start_date = add_days(nowdate(), -2)
+ self.contract_doc.end_date = add_days(nowdate(), -1)
+ self.contract_doc.insert()
+
+ self.assertEqual(self.contract_doc.status, "Inactive")
+
+ def test_future_inactive_signed_contract_status(self):
+ self.contract_doc.is_signed = True
+ self.contract_doc.start_date = add_days(nowdate(), 1)
+ self.contract_doc.end_date = add_days(nowdate(), 2)
+ self.contract_doc.insert()
+
+ self.assertEqual(self.contract_doc.status, "Inactive")
+
+ def test_contract_status_with_no_fulfilment_terms(self):
+ self.contract_doc.contract_term = "_Test Customer Contract"
+ self.contract_doc.insert()
+
+ self.assertEqual(self.contract_doc.fulfilment_status, "N/A")
+
+ def test_unfulfilled_contract_status(self):
+ self.contract_doc.contract_term = "_Test Customer Contract with Requirements"
+ self.contract_doc.requires_fulfilment = 1
+ self.contract_doc.save()
+ self.assertEqual(self.contract_doc.fulfilment_status, "Unfulfilled")
+
+ def test_fulfilled_contract_status(self):
+ self.contract_doc.contract_terms = "_Test Customer Contract with Requirements"
+
+ # Mark all the terms as fulfilled
+ self.contract_doc.requires_fulfilment = 1
+ fulfilment_terms = []
+ fulfilment_terms.append({
+ "requirement": "This is a test requirement.",
+ "fulfilled": 0
+ })
+ self.contract_doc.set("fulfilment_terms", fulfilment_terms)
+
+ for term in self.contract_doc.fulfilment_terms:
+ term.fulfilled = 1
+
+ self.contract_doc.save()
+
+ self.assertEqual(self.contract_doc.fulfilment_status, "Fulfilled")
+
+ def test_partially_fulfilled_contract_status(self):
+ self.contract_doc.contract_terms = "_Test Customer Contract with Requirements"
+ self.contract_doc.requires_fulfilment = 1
+
+ # Mark only the first term as fulfilled
+ self.contract_doc.save()
+ fulfilment_terms = []
+ fulfilment_terms.append({
+ "requirement": "This is a test requirement.",
+ "fulfilled": 0
+ })
+ fulfilment_terms.append({
+ "requirement": "This is another test requirement.",
+ "fulfilled": 0
+ })
+
+ self.contract_doc.set("fulfilment_terms", fulfilment_terms)
+ self.contract_doc.fulfilment_terms[0].fulfilled = 1
+ self.contract_doc.save()
+
+ self.assertEqual(self.contract_doc.fulfilment_status, "Partially Fulfilled")
+
+ def test_lapsed_contract_status(self):
+ self.contract_doc.contract_term = "_Test Customer Contract with Requirements"
+ self.contract_doc.start_date = add_days(nowdate(), -2)
+ self.contract_doc.end_date = add_days(nowdate(), 1)
+ self.contract_doc.requires_fulfilment = 1
+ self.contract_doc.fulfilment_deadline = add_days(nowdate(), -1)
+ self.contract_doc.save()
+
+ self.assertEqual(self.contract_doc.fulfilment_status, "Lapsed")
+
+def get_contract():
+ doc = frappe.new_doc("Contract")
+ doc.party_type = "Customer"
+ doc.party_name = "_Test Customer"
+ doc.contract_terms = "This is a test customer contract."
+ return doc
diff --git a/erpnext/crm/doctype/contract_fulfilment_checklist/__init__.py b/erpnext/crm/doctype/contract_fulfilment_checklist/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/crm/doctype/contract_fulfilment_checklist/__init__.py
diff --git a/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.js b/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.js
new file mode 100644
index 0000000..f0525b1
--- /dev/null
+++ b/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Contract Fulfilment Checklist', {
+ refresh: function(frm) {
+
+ }
+});
diff --git a/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.json b/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.json
new file mode 100644
index 0000000..4a22dce
--- /dev/null
+++ b/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.json
@@ -0,0 +1,219 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-16 06:51:33.320037",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "fulfilled",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Fulfilled",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "cb_notes",
+ "fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "requirement",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
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+ "in_standard_filter": 0,
+ "label": "Requirement",
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+ "no_copy": 0,
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+ "unique": 0
+ },
+ {
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+ "allow_on_submit": 0,
+ "bold": 0,
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+ "columns": 0,
+ "fieldname": "sb_notes",
+ "fieldtype": "Section Break",
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+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 1,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "notes",
+ "fieldtype": "Text",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Notes",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "amended_from",
+ "fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Amended From",
+ "length": 0,
+ "no_copy": 1,
+ "options": "Contract Fulfilment Checklist",
+ "permlevel": 0,
+ "print_hide": 1,
+ "print_hide_if_no_value": 0,
+ "read_only": 1,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 1,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-16 08:27:25.156332",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Contract Fulfilment Checklist",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.py b/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.py
new file mode 100644
index 0000000..6039035
--- /dev/null
+++ b/erpnext/crm/doctype/contract_fulfilment_checklist/contract_fulfilment_checklist.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ContractFulfilmentChecklist(Document):
+ pass
diff --git a/erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.js b/erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.js
new file mode 100644
index 0000000..2a2d5e1
--- /dev/null
+++ b/erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Contract Fulfilment Checklist", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Contract Fulfilment Checklist
+ () => frappe.tests.make('Contract Fulfilment Checklist', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.py b/erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.py
new file mode 100644
index 0000000..c78796b
--- /dev/null
+++ b/erpnext/crm/doctype/contract_fulfilment_checklist/test_contract_fulfilment_checklist.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestContractFulfilmentChecklist(unittest.TestCase):
+ pass
diff --git a/erpnext/crm/doctype/contract_template/__init__.py b/erpnext/crm/doctype/contract_template/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template/__init__.py
diff --git a/erpnext/crm/doctype/contract_template/contract_template.js b/erpnext/crm/doctype/contract_template/contract_template.js
new file mode 100644
index 0000000..4f7c9a8
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template/contract_template.js
@@ -0,0 +1,8 @@
+// Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+
+frappe.ui.form.on('Contract Template', {
+ refresh: function(frm) {
+
+ }
+});
diff --git a/erpnext/crm/doctype/contract_template/contract_template.json b/erpnext/crm/doctype/contract_template/contract_template.json
new file mode 100644
index 0000000..b883ce2
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template/contract_template.json
@@ -0,0 +1,306 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "autoname": "field:title",
+ "beta": 0,
+ "creation": "2018-04-16 06:44:48.791312",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "title",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Title",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "sb_terms",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "contract_terms",
+ "fieldtype": "Text Editor",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Contract Terms and Conditions",
+ "length": 0,
+ "no_copy": 0,
+ "options": "",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "sb_fulfilment",
+ "fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "requires_fulfilment",
+ "fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Requires Fulfilment",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "depends_on": "eval:doc.requires_fulfilment==1",
+ "fieldname": "fulfilment_terms",
+ "fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 0,
+ "in_standard_filter": 0,
+ "label": "Fulfilment Terms and Conditions",
+ "length": 0,
+ "no_copy": 0,
+ "options": "Contract Template Fulfilment Terms",
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "max_attachments": 0,
+ "modified": "2018-04-17 07:36:05.217599",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Contract Template",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "System Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Sales Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "Purchase Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ },
+ {
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 1,
+ "delete": 1,
+ "email": 1,
+ "export": 1,
+ "if_owner": 0,
+ "import": 0,
+ "permlevel": 0,
+ "print": 1,
+ "read": 1,
+ "report": 1,
+ "role": "HR Manager",
+ "set_user_permissions": 0,
+ "share": 1,
+ "submit": 0,
+ "write": 1
+ }
+ ],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/contract_template/contract_template.py b/erpnext/crm/doctype/contract_template/contract_template.py
new file mode 100644
index 0000000..601ee9a
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template/contract_template.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ContractTemplate(Document):
+ pass
diff --git a/erpnext/crm/doctype/contract_template/test_contract_template.js b/erpnext/crm/doctype/contract_template/test_contract_template.js
new file mode 100644
index 0000000..6aaddd7
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template/test_contract_template.js
@@ -0,0 +1,23 @@
+/* eslint-disable */
+// rename this file from _test_[name] to test_[name] to activate
+// and remove above this line
+
+QUnit.test("test: Contract Template", function (assert) {
+ let done = assert.async();
+
+ // number of asserts
+ assert.expect(1);
+
+ frappe.run_serially([
+ // insert a new Contract Template
+ () => frappe.tests.make('Contract Template', [
+ // values to be set
+ {key: 'value'}
+ ]),
+ () => {
+ assert.equal(cur_frm.doc.key, 'value');
+ },
+ () => done()
+ ]);
+
+});
diff --git a/erpnext/crm/doctype/contract_template/test_contract_template.py b/erpnext/crm/doctype/contract_template/test_contract_template.py
new file mode 100644
index 0000000..b2b0db6
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template/test_contract_template.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
+# See license.txt
+from __future__ import unicode_literals
+
+import frappe
+import unittest
+
+class TestContractTemplate(unittest.TestCase):
+ pass
diff --git a/erpnext/crm/doctype/contract_template_fulfilment_terms/__init__.py b/erpnext/crm/doctype/contract_template_fulfilment_terms/__init__.py
new file mode 100644
index 0000000..e69de29
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template_fulfilment_terms/__init__.py
diff --git a/erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.json b/erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.json
new file mode 100644
index 0000000..a84dfee
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.json
@@ -0,0 +1,71 @@
+{
+ "allow_copy": 0,
+ "allow_guest_to_view": 0,
+ "allow_import": 0,
+ "allow_rename": 0,
+ "beta": 0,
+ "creation": "2018-04-16 06:46:48.636936",
+ "custom": 0,
+ "docstatus": 0,
+ "doctype": "DocType",
+ "document_type": "",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "fields": [
+ {
+ "allow_bulk_edit": 0,
+ "allow_on_submit": 0,
+ "bold": 0,
+ "collapsible": 0,
+ "columns": 0,
+ "fieldname": "requirement",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "ignore_xss_filter": 0,
+ "in_filter": 0,
+ "in_global_search": 0,
+ "in_list_view": 1,
+ "in_standard_filter": 0,
+ "label": "Requirement",
+ "length": 0,
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "print_hide_if_no_value": 0,
+ "read_only": 0,
+ "remember_last_selected_value": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ }
+ ],
+ "has_web_view": 0,
+ "hide_heading": 0,
+ "hide_toolbar": 0,
+ "idx": 0,
+ "image_view": 0,
+ "in_create": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 1,
+ "max_attachments": 0,
+ "modified": "2018-04-16 07:17:38.060049",
+ "modified_by": "Administrator",
+ "module": "CRM",
+ "name": "Contract Template Fulfilment Terms",
+ "name_case": "",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 0,
+ "read_only": 0,
+ "read_only_onload": 0,
+ "show_name_in_global_search": 0,
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "track_changes": 1,
+ "track_seen": 0
+}
\ No newline at end of file
diff --git a/erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.py b/erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.py
new file mode 100644
index 0000000..767b190
--- /dev/null
+++ b/erpnext/crm/doctype/contract_template_fulfilment_terms/contract_template_fulfilment_terms.py
@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+import frappe
+from frappe.model.document import Document
+
+class ContractTemplateFulfilmentTerms(Document):
+ pass
diff --git a/erpnext/hooks.py b/erpnext/hooks.py
index f88dd03..cd56dfc 100644
--- a/erpnext/hooks.py
+++ b/erpnext/hooks.py
@@ -233,7 +233,8 @@
"erpnext.setup.doctype.company.company.cache_companies_monthly_sales_history",
"erpnext.manufacturing.doctype.bom_update_tool.bom_update_tool.update_latest_price_in_all_boms",
"erpnext.assets.doctype.asset.asset.update_maintenance_status",
- "erpnext.assets.doctype.asset.asset.make_post_gl_entry"
+ "erpnext.assets.doctype.asset.asset.make_post_gl_entry",
+ "erpnext.crm.doctype.contract.contract.update_status_for_contracts"
],
"monthly": [
"erpnext.accounts.doctype.sales_invoice.sales_invoice.booked_deferred_revenue",