Merge pull request #23121 from Mangesh-Khairnar/add-integrations-desk-page
feat: add integrations desk page
diff --git a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
index 3a0d416..340b9dd 100644
--- a/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
+++ b/erpnext/accounts/doctype/coupon_code/test_coupon_code.py
@@ -9,6 +9,8 @@
from erpnext.stock.get_item_details import get_item_details
from frappe.test_runner import make_test_objects
+test_dependencies = ['Item']
+
def test_create_test_data():
frappe.set_user("Administrator")
# create test item
@@ -95,7 +97,6 @@
})
coupon_code.insert()
-
class TestCouponCode(unittest.TestCase):
def setUp(self):
test_create_test_data()
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.js b/erpnext/accounts/doctype/journal_entry/journal_entry.js
index a09face..409c15f 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.js
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.js
@@ -638,20 +638,12 @@
return { filters: filters };
},
- reverse_journal_entry: function(frm) {
- var me = frm.doc;
- for(var i=0; i<me.accounts.length; i++) {
- me.accounts[i].credit += me.accounts[i].debit;
- me.accounts[i].debit = me.accounts[i].credit - me.accounts[i].debit;
- me.accounts[i].credit -= me.accounts[i].debit;
- me.accounts[i].credit_in_account_currency = me.accounts[i].credit;
- me.accounts[i].debit_in_account_currency = me.accounts[i].debit;
- me.accounts[i].reference_type = "Journal Entry";
- me.accounts[i].reference_name = me.name
- }
- frm.copy_doc();
- cur_frm.reload_doc();
- }
+ reverse_journal_entry: function() {
+ frappe.model.open_mapped_doc({
+ method: "erpnext.accounts.doctype.journal_entry.journal_entry.make_reverse_journal_entry",
+ frm: cur_frm
+ })
+ },
});
$.extend(erpnext.journal_entry, {
diff --git a/erpnext/accounts/doctype/journal_entry/journal_entry.py b/erpnext/accounts/doctype/journal_entry/journal_entry.py
index dda1708..0a385d0 100644
--- a/erpnext/accounts/doctype/journal_entry/journal_entry.py
+++ b/erpnext/accounts/doctype/journal_entry/journal_entry.py
@@ -1021,3 +1021,34 @@
journal_entry.posting_date = nowdate()
journal_entry.inter_company_journal_entry_reference = name
return journal_entry.as_dict()
+
+@frappe.whitelist()
+def make_reverse_journal_entry(source_name, target_doc=None, ignore_permissions=False):
+ from frappe.model.mapper import get_mapped_doc
+
+ def update_accounts(source, target, source_parent):
+ target.reference_type = "Journal Entry"
+ target.reference_name = source_parent.name
+
+ doclist = get_mapped_doc("Journal Entry", source_name, {
+ "Journal Entry": {
+ "doctype": "Journal Entry",
+ "validation": {
+ "docstatus": ["=", 1]
+ }
+ },
+ "Journal Entry Account": {
+ "doctype": "Journal Entry Account",
+ "field_map": {
+ "account_currency": "account_currency",
+ "exchange_rate": "exchange_rate",
+ "debit_in_account_currency": "credit_in_account_currency",
+ "debit": "credit",
+ "credit_in_account_currency": "debit_in_account_currency",
+ "credit": "debit",
+ },
+ "postprocess": update_accounts,
+ },
+ }, target_doc, ignore_permissions=ignore_permissions)
+
+ return doclist
\ No newline at end of file
diff --git a/erpnext/accounts/doctype/journal_entry/test_journal_entry.py b/erpnext/accounts/doctype/journal_entry/test_journal_entry.py
index 479d4b6..53c0758 100644
--- a/erpnext/accounts/doctype/journal_entry/test_journal_entry.py
+++ b/erpnext/accounts/doctype/journal_entry/test_journal_entry.py
@@ -167,6 +167,49 @@
self.assertFalse(gle)
+ def test_reverse_journal_entry(self):
+ from erpnext.accounts.doctype.journal_entry.journal_entry import make_reverse_journal_entry
+ jv = make_journal_entry("_Test Bank USD - _TC",
+ "Sales - _TC", 100, exchange_rate=50, save=False)
+
+ jv.get("accounts")[1].credit_in_account_currency = 5000
+ jv.get("accounts")[1].exchange_rate = 1
+ jv.submit()
+
+ rjv = make_reverse_journal_entry(jv.name)
+ rjv.posting_date = nowdate()
+ rjv.submit()
+
+
+ gl_entries = frappe.db.sql("""select account, account_currency, debit, credit,
+ debit_in_account_currency, credit_in_account_currency
+ from `tabGL Entry` where voucher_type='Journal Entry' and voucher_no=%s
+ order by account asc""", rjv.name, as_dict=1)
+
+ self.assertTrue(gl_entries)
+
+
+ expected_values = {
+ "_Test Bank USD - _TC": {
+ "account_currency": "USD",
+ "debit": 0,
+ "debit_in_account_currency": 0,
+ "credit": 5000,
+ "credit_in_account_currency": 100,
+ },
+ "Sales - _TC": {
+ "account_currency": "INR",
+ "debit": 5000,
+ "debit_in_account_currency": 5000,
+ "credit": 0,
+ "credit_in_account_currency": 0,
+ }
+ }
+
+ for field in ("account_currency", "debit", "debit_in_account_currency", "credit", "credit_in_account_currency"):
+ for i, gle in enumerate(gl_entries):
+ self.assertEqual(expected_values[gle.account][field], gle[field])
+
def test_disallow_change_in_account_currency_for_a_party(self):
# create jv in USD
jv = make_journal_entry("_Test Bank USD - _TC",
diff --git a/erpnext/accounts/doctype/pos_profile/test_pos_profile.py b/erpnext/accounts/doctype/pos_profile/test_pos_profile.py
index 8a4050c..edf8659 100644
--- a/erpnext/accounts/doctype/pos_profile/test_pos_profile.py
+++ b/erpnext/accounts/doctype/pos_profile/test_pos_profile.py
@@ -8,6 +8,8 @@
from erpnext.stock.get_item_details import get_pos_profile
from erpnext.accounts.doctype.pos_profile.pos_profile import get_child_nodes
+test_dependencies = ['Item']
+
class TestPOSProfile(unittest.TestCase):
def test_pos_profile(self):
make_pos_profile()
@@ -88,7 +90,7 @@
"write_off_account": args.write_off_account or "_Test Write Off - _TC",
"write_off_cost_center": args.write_off_cost_center or "_Test Write Off Cost Center - _TC"
})
-
+
payments = [{
'mode_of_payment': 'Cash',
'default': 1
diff --git a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
index cff7d5b..aa6194c 100644
--- a/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
+++ b/erpnext/accounts/doctype/pricing_rule/pricing_rule.py
@@ -1,5 +1,4 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
-# MIT License. See license.txt
# For license information, please see license.txt
@@ -208,7 +207,7 @@
def get_pricing_rule_for_item(args, price_list_rate=0, doc=None, for_validate=False):
from erpnext.accounts.doctype.pricing_rule.utils import (get_pricing_rules,
- get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
+ get_applied_pricing_rules, get_pricing_rule_items, get_product_discount_rule)
if isinstance(doc, string_types):
doc = json.loads(doc)
@@ -237,7 +236,7 @@
update_args_for_pricing_rule(args)
- pricing_rules = (get_applied_pricing_rules(args)
+ pricing_rules = (get_applied_pricing_rules(args.get('pricing_rules'))
if for_validate and args.get("pricing_rules") else get_pricing_rules(args, doc))
if pricing_rules:
@@ -365,8 +364,9 @@
item_details.rate = rate
def remove_pricing_rule_for_item(pricing_rules, item_details, item_code=None):
- from erpnext.accounts.doctype.pricing_rule.utils import get_pricing_rule_items
- for d in json.loads(pricing_rules):
+ from erpnext.accounts.doctype.pricing_rule.utils import (get_applied_pricing_rules,
+ get_pricing_rule_items)
+ for d in get_applied_pricing_rules(pricing_rules):
if not d or not frappe.db.exists("Pricing Rule", d): continue
pricing_rule = frappe.get_cached_doc('Pricing Rule', d)
diff --git a/erpnext/accounts/doctype/pricing_rule/utils.py b/erpnext/accounts/doctype/pricing_rule/utils.py
index 3fd316f..53b0cf7b 100644
--- a/erpnext/accounts/doctype/pricing_rule/utils.py
+++ b/erpnext/accounts/doctype/pricing_rule/utils.py
@@ -447,9 +447,14 @@
apply_pricing_rule_for_free_items(doc, item_details.free_item_data)
doc.set_missing_values()
-def get_applied_pricing_rules(item_row):
- return (json.loads(item_row.get("pricing_rules"))
- if item_row.get("pricing_rules") else [])
+def get_applied_pricing_rules(pricing_rules):
+ if pricing_rules:
+ if pricing_rules.startswith('['):
+ return json.loads(pricing_rules)
+ else:
+ return pricing_rules.split(',')
+
+ return []
def get_product_discount_rule(pricing_rule, item_details, args=None, doc=None):
free_item = pricing_rule.free_item
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
index 31613e5..2397b7d 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice.json
@@ -447,7 +447,7 @@
{
"allow_on_submit": 1,
"fieldname": "po_no",
- "fieldtype": "Small Text",
+ "fieldtype": "Data",
"hide_days": 1,
"hide_seconds": 1,
"label": "Customer's Purchase Order",
@@ -1946,7 +1946,7 @@
"idx": 181,
"is_submittable": 1,
"links": [],
- "modified": "2020-08-03 23:31:12.675040",
+ "modified": "2020-08-27 01:56:28.532140",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",
diff --git a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
index f106928..2980213 100644
--- a/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
+++ b/erpnext/accounts/doctype/sales_invoice/sales_invoice_dashboard.py
@@ -13,7 +13,8 @@
'Auto Repeat': 'reference_document',
},
'internal_links': {
- 'Sales Order': ['items', 'sales_order']
+ 'Sales Order': ['items', 'sales_order'],
+ 'Delivery Note': ['items', 'delivery_note']
},
'transactions': [
{
diff --git a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
index 53ee08a..d0904ee 100644
--- a/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
+++ b/erpnext/accounts/doctype/shipping_rule/shipping_rule.js
@@ -3,6 +3,22 @@
frappe.ui.form.on('Shipping Rule', {
refresh: function(frm) {
+ frm.set_query("cost_center", function() {
+ return {
+ filters: {
+ company: frm.doc.company
+ }
+ }
+ })
+
+ frm.set_query("account", function() {
+ return {
+ filters: {
+ company: frm.doc.company
+ }
+ }
+ })
+
frm.trigger('toggle_reqd');
},
calculate_based_on: function(frm) {
@@ -12,4 +28,4 @@
frm.toggle_reqd("shipping_amount", frm.doc.calculate_based_on === 'Fixed');
frm.toggle_reqd("conditions", frm.doc.calculate_based_on !== 'Fixed');
}
-});
\ No newline at end of file
+});
diff --git a/erpnext/accounts/doctype/tax_category/tax_category.json b/erpnext/accounts/doctype/tax_category/tax_category.json
index 1e3ae45..6f682a0 100644
--- a/erpnext/accounts/doctype/tax_category/tax_category.json
+++ b/erpnext/accounts/doctype/tax_category/tax_category.json
@@ -1,134 +1,66 @@
{
- "allow_copy": 0,
- "allow_events_in_timeline": 0,
- "allow_guest_to_view": 0,
- "allow_import": 0,
- "allow_rename": 0,
+ "actions": [],
+ "allow_rename": 1,
"autoname": "field:title",
- "beta": 0,
"creation": "2018-11-22 23:38:39.668804",
- "custom": 0,
- "docstatus": 0,
"doctype": "DocType",
- "document_type": "",
"editable_grid": 1,
"engine": "InnoDB",
+ "field_order": [
+ "title"
+ ],
"fields": [
{
- "allow_bulk_edit": 0,
- "allow_in_quick_entry": 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,
- "translatable": 0,
"unique": 1
}
],
- "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": "2020-01-15 17:14:28.951793",
+ "index_web_pages_for_search": 1,
+ "links": [],
+ "modified": "2020-08-30 19:41:25.783852",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Tax Category",
- "name_case": "",
"owner": "Administrator",
"permissions": [
{
- "amend": 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,
- "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts Manager",
- "set_user_permissions": 0,
"share": 1,
- "submit": 0,
"write": 1
},
{
- "amend": 0,
- "cancel": 0,
- "create": 0,
- "delete": 0,
"email": 1,
"export": 1,
- "if_owner": 0,
- "import": 0,
- "permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Accounts User",
- "set_user_permissions": 0,
- "share": 1,
- "submit": 0,
- "write": 0
+ "share": 1
}
],
"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,
- "track_views": 0
-}
+ "track_changes": 1
+}
\ No newline at end of file
diff --git a/erpnext/accounts/general_ledger.py b/erpnext/accounts/general_ledger.py
index cf3deb8..01d3903 100644
--- a/erpnext/accounts/general_ledger.py
+++ b/erpnext/accounts/general_ledger.py
@@ -45,8 +45,8 @@
}, as_dict=1)
if accounting_periods:
- frappe.throw(_("You can't create accounting entries in the closed accounting period {0}")
- .format(accounting_periods[0].name), ClosedAccountingPeriod)
+ frappe.throw(_("You cannot create or cancel any accounting entries with in the closed Accounting Period {0}")
+ .format(frappe.bold(accounting_periods[0].name)), ClosedAccountingPeriod)
def process_gl_map(gl_map, merge_entries=True):
if merge_entries:
@@ -301,8 +301,9 @@
})
if gl_entries:
- set_as_cancel(gl_entries[0]['voucher_type'], gl_entries[0]['voucher_no'])
+ validate_accounting_period(gl_entries)
check_freezing_date(gl_entries[0]["posting_date"], adv_adj)
+ set_as_cancel(gl_entries[0]['voucher_type'], gl_entries[0]['voucher_no'])
for entry in gl_entries:
entry['name'] = None
@@ -342,7 +343,7 @@
"""
Set is_cancelled=1 in all original gl entries for the voucher
"""
- frappe.db.sql("""update `tabGL Entry` set is_cancelled = 1,
+ frappe.db.sql("""UPDATE `tabGL Entry` SET is_cancelled = 1,
modified=%s, modified_by=%s
where voucher_type=%s and voucher_no=%s and is_cancelled = 0""",
(now(), frappe.session.user, voucher_type, voucher_no))
diff --git a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
index c2c7207..219871b 100644
--- a/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
+++ b/erpnext/accounts/report/consolidated_financial_statement/consolidated_financial_statement.py
@@ -378,7 +378,7 @@
if filters and filters.get('presentation_currency') != d.default_currency:
currency_info['company'] = d.name
currency_info['company_currency'] = d.default_currency
- convert_to_presentation_currency(gl_entries, currency_info)
+ convert_to_presentation_currency(gl_entries, currency_info, filters.get('company'))
for entry in gl_entries:
key = entry.account_number or entry.account_name
diff --git a/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py b/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
index 2cb10b1..10b32fe 100644
--- a/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
+++ b/erpnext/accounts/report/customer_ledger_summary/customer_ledger_summary.py
@@ -173,7 +173,7 @@
from `tabGL Entry` gle
{join}
where
- gle.docstatus < 2 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != ''
+ gle.docstatus < 2 and gle.is_cancelled = 0 and gle.party_type=%(party_type)s and ifnull(gle.party, '') != ''
and gle.posting_date <= %(to_date)s {conditions}
order by gle.posting_date
""".format(join=join, join_field=join_field, conditions=conditions), self.filters, as_dict=True)
@@ -248,7 +248,7 @@
from
`tabGL Entry`
where
- docstatus < 2
+ docstatus < 2 and is_cancelled = 0
and (voucher_type, voucher_no) in (
select voucher_type, voucher_no from `tabGL Entry` gle, `tabAccount` acc
where acc.name = gle.account and acc.account_type = '{income_or_expense}'
diff --git a/erpnext/accounts/report/financial_statements.py b/erpnext/accounts/report/financial_statements.py
index d5b8cdb..1b65a31 100644
--- a/erpnext/accounts/report/financial_statements.py
+++ b/erpnext/accounts/report/financial_statements.py
@@ -423,7 +423,7 @@
distributed_cost_center_query=distributed_cost_center_query), gl_filters, as_dict=True) #nosec
if filters and filters.get('presentation_currency'):
- convert_to_presentation_currency(gl_entries, get_currency(filters))
+ convert_to_presentation_currency(gl_entries, get_currency(filters), filters.get('company'))
for entry in gl_entries:
gl_entries_by_account.setdefault(entry.account, []).append(entry)
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.js b/erpnext/accounts/report/general_ledger/general_ledger.js
index 1fc0f79..fb0d359 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.js
+++ b/erpnext/accounts/report/general_ledger/general_ledger.js
@@ -147,6 +147,12 @@
}
},
{
+ "fieldname": "include_dimensions",
+ "label": __("Consider Accounting Dimensions"),
+ "fieldtype": "Check",
+ "default": 0
+ },
+ {
"fieldname": "show_opening_entries",
"label": __("Show Opening Entries"),
"fieldtype": "Check"
diff --git a/erpnext/accounts/report/general_ledger/general_ledger.py b/erpnext/accounts/report/general_ledger/general_ledger.py
index fcd36e4..0599707 100644
--- a/erpnext/accounts/report/general_ledger/general_ledger.py
+++ b/erpnext/accounts/report/general_ledger/general_ledger.py
@@ -106,15 +106,20 @@
return filters
def get_result(filters, account_details):
- gl_entries = get_gl_entries(filters)
+ accounting_dimensions = []
+ if filters.get("include_dimensions"):
+ accounting_dimensions = get_accounting_dimensions()
- data = get_data_with_opening_closing(filters, account_details, gl_entries)
+ gl_entries = get_gl_entries(filters, accounting_dimensions)
+
+ data = get_data_with_opening_closing(filters, account_details,
+ accounting_dimensions, gl_entries)
result = get_result_as_list(data, filters)
return result
-def get_gl_entries(filters):
+def get_gl_entries(filters, accounting_dimensions):
currency_map = get_currency(filters)
select_fields = """, debit, credit, debit_in_account_currency,
credit_in_account_currency """
@@ -128,6 +133,10 @@
filters['company_fb'] = frappe.db.get_value("Company",
filters.get("company"), 'default_finance_book')
+ dimension_fields = ""
+ if accounting_dimensions:
+ dimension_fields = ', '.join(accounting_dimensions) + ','
+
distributed_cost_center_query = ""
if filters and filters.get('cost_center'):
select_fields_with_percentage = """, debit*(DCC_allocation.percentage_allocation/100) as debit, credit*(DCC_allocation.percentage_allocation/100) as credit, debit_in_account_currency*(DCC_allocation.percentage_allocation/100) as debit_in_account_currency,
@@ -141,7 +150,7 @@
party_type,
party,
voucher_type,
- voucher_no,
+ voucher_no, {dimension_fields}
cost_center, project,
against_voucher_type,
against_voucher,
@@ -160,13 +169,14 @@
{conditions}
AND posting_date <= %(to_date)s
AND cost_center = DCC_allocation.parent
- """.format(select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", ''))
+ """.format(dimension_fields=dimension_fields,select_fields_with_percentage=select_fields_with_percentage, conditions=get_conditions(filters).replace("and cost_center in %(cost_center)s ", ''))
gl_entries = frappe.db.sql(
"""
select
name as gl_entry, posting_date, account, party_type, party,
- voucher_type, voucher_no, cost_center, project,
+ voucher_type, voucher_no, {dimension_fields}
+ cost_center, project,
against_voucher_type, against_voucher, account_currency,
remarks, against, is_opening, creation {select_fields}
from `tabGL Entry`
@@ -174,13 +184,13 @@
{distributed_cost_center_query}
{order_by_statement}
""".format(
- select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query,
+ dimension_fields=dimension_fields, select_fields=select_fields, conditions=get_conditions(filters), distributed_cost_center_query=distributed_cost_center_query,
order_by_statement=order_by_statement
),
filters, as_dict=1)
if filters.get('presentation_currency'):
- return convert_to_presentation_currency(gl_entries, currency_map)
+ return convert_to_presentation_currency(gl_entries, currency_map, filters.get('company'))
else:
return gl_entries
@@ -247,12 +257,12 @@
return "and {}".format(" and ".join(conditions)) if conditions else ""
-def get_data_with_opening_closing(filters, account_details, gl_entries):
+def get_data_with_opening_closing(filters, account_details, accounting_dimensions, gl_entries):
data = []
gle_map = initialize_gle_map(gl_entries, filters)
- totals, entries = get_accountwise_gle(filters, gl_entries, gle_map)
+ totals, entries = get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map)
# Opening for filtered account
data.append(totals.opening)
@@ -318,7 +328,7 @@
return gle_map
-def get_accountwise_gle(filters, gl_entries, gle_map):
+def get_accountwise_gle(filters, accounting_dimensions, gl_entries, gle_map):
totals = get_totals_dict()
entries = []
consolidated_gle = OrderedDict()
@@ -350,8 +360,11 @@
if filters.get("group_by") != _('Group by Voucher (Consolidated)'):
gle_map[gle.get(group_by)].entries.append(gle)
elif filters.get("group_by") == _('Group by Voucher (Consolidated)'):
- key = (gle.get("voucher_type"), gle.get("voucher_no"),
- gle.get("account"), gle.get("cost_center"))
+ keylist = [gle.get("voucher_type"), gle.get("voucher_no"), gle.get("account")]
+ for dim in accounting_dimensions:
+ keylist.append(gle.get(dim))
+ keylist.append(gle.get("cost_center"))
+ key = tuple(keylist)
if key not in consolidated_gle:
consolidated_gle.setdefault(key, gle)
else:
@@ -478,7 +491,19 @@
"options": "Project",
"fieldname": "project",
"width": 100
- },
+ }
+ ])
+
+ if filters.get("include_dimensions"):
+ for dim in get_accounting_dimensions(as_list = False):
+ columns.append({
+ "label": _(dim.label),
+ "options": dim.label,
+ "fieldname": dim.fieldname,
+ "width": 100
+ })
+
+ columns.extend([
{
"label": _("Cost Center"),
"options": "Cost Center",
diff --git a/erpnext/accounts/report/utils.py b/erpnext/accounts/report/utils.py
index 4a9af49..9de8d19 100644
--- a/erpnext/accounts/report/utils.py
+++ b/erpnext/accounts/report/utils.py
@@ -6,10 +6,6 @@
from frappe.utils import cint, get_datetime_str, formatdate, flt
__exchange_rates = {}
-P_OR_L_ACCOUNTS = list(
- sum(frappe.get_list('Account', fields=['name'], or_filters=[{'root_type': 'Income'}, {'root_type': 'Expense'}], as_list=True), ())
-)
-
def get_currency(filters):
"""
@@ -73,18 +69,7 @@
return rate
-
-def is_p_or_l_account(account_name):
- """
- Check if the given `account name` is an `Account` with `root_type` of either 'Income'
- or 'Expense'.
- :param account_name:
- :return: Boolean
- """
- return account_name in P_OR_L_ACCOUNTS
-
-
-def convert_to_presentation_currency(gl_entries, currency_info):
+def convert_to_presentation_currency(gl_entries, currency_info, company):
"""
Take a list of GL Entries and change the 'debit' and 'credit' values to currencies
in `currency_info`.
@@ -96,6 +81,9 @@
presentation_currency = currency_info['presentation_currency']
company_currency = currency_info['company_currency']
+ pl_accounts = [d.name for d in frappe.get_list('Account',
+ filters={'report_type': 'Profit and Loss', 'company': company})]
+
for entry in gl_entries:
account = entry['account']
debit = flt(entry['debit'])
@@ -107,7 +95,7 @@
if account_currency != presentation_currency:
value = debit or credit
- date = currency_info['report_date'] if not is_p_or_l_account(account) else entry['posting_date']
+ date = entry['posting_date'] if account in pl_accounts else currency_info['report_date']
converted_value = convert(value, presentation_currency, company_currency, date)
if entry.get('debit'):
diff --git a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js
index a76ffee..518d665 100644
--- a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js
+++ b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.js
@@ -12,7 +12,22 @@
"reqd": 1
},
{
- reqd: 1,
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "width": "80",
+ "reqd": 1,
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -1),
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "width": "80",
+ "reqd": 1,
+ "default": frappe.datetime.get_today()
+ },
+ {
default: "",
options: "Item",
label: __("Item"),
@@ -45,13 +60,12 @@
}
},
{
- fieldtype: "Link",
+ fieldtype: "MultiSelectList",
label: __("Supplier Quotation"),
- options: "Supplier Quotation",
fieldname: "supplier_quotation",
default: "",
- get_query: () => {
- return { filters: { "docstatus": ["<", 2] } }
+ get_data: function(txt) {
+ return frappe.db.get_link_options('Supplier Quotation', txt, {'docstatus': ["<", 2]});
}
},
{
@@ -63,9 +77,30 @@
get_query: () => {
return { filters: { "docstatus": ["<", 2] } }
}
+ },
+ {
+ fieldtype: "Check",
+ label: __("Include Expired"),
+ fieldname: "include_expired",
+ default: 0
}
],
+ formatter: (value, row, column, data, default_formatter) => {
+ value = default_formatter(value, row, column, data);
+
+ if(column.fieldname === "valid_till" && data.valid_till){
+ if(frappe.datetime.get_diff(data.valid_till, frappe.datetime.nowdate()) <= 1){
+ value = `<div style="color:red">${value}</div>`;
+ }
+ else if (frappe.datetime.get_diff(data.valid_till, frappe.datetime.nowdate()) <= 7){
+ value = `<div style="color:darkorange">${value}</div>`;
+ }
+ }
+
+ return value;
+ },
+
onload: (report) => {
// Create a button for setting the default supplier
report.page.add_inner_button(__("Select Default Supplier"), () => {
diff --git a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
index a33867a..4426560 100644
--- a/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
+++ b/erpnext/buying/report/quoted_item_comparison/quoted_item_comparison.py
@@ -16,44 +16,49 @@
supplier_quotation_data = get_data(filters, conditions)
columns = get_columns()
- data, chart_data = prepare_data(supplier_quotation_data)
+ data, chart_data = prepare_data(supplier_quotation_data, filters)
+ message = get_message()
- return columns, data, None, chart_data
+ return columns, data, message, chart_data
def get_conditions(filters):
conditions = ""
+ if filters.get("item_code"):
+ conditions += " AND sqi.item_code = %(item_code)s"
+
if filters.get("supplier_quotation"):
- conditions += " AND sqi.parent = %(supplier_quotation)s"
+ conditions += " AND sqi.parent in %(supplier_quotation)s"
if filters.get("request_for_quotation"):
conditions += " AND sqi.request_for_quotation = %(request_for_quotation)s"
if filters.get("supplier"):
conditions += " AND sq.supplier in %(supplier)s"
+
+ if not filters.get("include_expired"):
+ conditions += " AND sq.status != 'Expired'"
+
return conditions
def get_data(filters, conditions):
- if not filters.get("item_code"):
- return []
-
supplier_quotation_data = frappe.db.sql("""SELECT
- sqi.parent, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
- sq.supplier
+ sqi.parent, sqi.item_code, sqi.qty, sqi.rate, sqi.uom, sqi.request_for_quotation,
+ sqi.lead_time_days, sq.supplier, sq.valid_till
FROM
`tabSupplier Quotation Item` sqi,
`tabSupplier Quotation` sq
WHERE
- sqi.item_code = %(item_code)s
- AND sqi.parent = sq.name
+ sqi.parent = sq.name
AND sqi.docstatus < 2
AND sq.company = %(company)s
- AND sq.status != 'Expired'
- {0}""".format(conditions), filters, as_dict=1)
+ AND sq.transaction_date between %(from_date)s and %(to_date)s
+ {0}
+ order by sq.transaction_date, sqi.item_code""".format(conditions), filters, as_dict=1)
return supplier_quotation_data
-def prepare_data(supplier_quotation_data):
- out, suppliers, qty_list = [], [], []
+def prepare_data(supplier_quotation_data, filters):
+ out, suppliers, qty_list, chart_data = [], [], [], []
supplier_wise_map = defaultdict(list)
supplier_qty_price_map = {}
@@ -70,20 +75,24 @@
exchange_rate = 1
row = {
+ "item_code": data.get('item_code'),
"quotation": data.get("parent"),
"qty": data.get("qty"),
"price": flt(data.get("rate") * exchange_rate, float_precision),
"uom": data.get("uom"),
"request_for_quotation": data.get("request_for_quotation"),
+ "valid_till": data.get('valid_till'),
+ "lead_time_days": data.get('lead_time_days')
}
# map for report view of form {'supplier1':[{},{},...]}
supplier_wise_map[supplier].append(row)
# map for chart preparation of the form {'supplier1': {'qty': 'price'}}
- if not supplier in supplier_qty_price_map:
- supplier_qty_price_map[supplier] = {}
- supplier_qty_price_map[supplier][row["qty"]] = row["price"]
+ if filters.get("item_code"):
+ if not supplier in supplier_qty_price_map:
+ supplier_qty_price_map[supplier] = {}
+ supplier_qty_price_map[supplier][row["qty"]] = row["price"]
suppliers.append(supplier)
qty_list.append(data.get("qty"))
@@ -97,7 +106,8 @@
for entry in supplier_wise_map[supplier]:
out.append(entry)
- chart_data = prepare_chart_data(suppliers, qty_list, supplier_qty_price_map)
+ if filters.get("item_code"):
+ chart_data = prepare_chart_data(suppliers, qty_list, supplier_qty_price_map)
return out, chart_data
@@ -117,9 +127,10 @@
data_points_map[qty].append(None)
dataset = []
+ currency_symbol = frappe.db.get_value("Currency", frappe.db.get_default("currency"), "symbol")
for qty in qty_list:
datapoints = {
- "name": _("Price for Qty ") + str(qty),
+ "name": currency_symbol + " (Qty " + str(qty) + " )",
"values": data_points_map[qty]
}
dataset.append(datapoints)
@@ -140,14 +151,21 @@
"label": _("Supplier"),
"fieldtype": "Link",
"options": "Supplier",
+ "width": 150
+ },
+ {
+ "fieldname": "item_code",
+ "label": _("Item"),
+ "fieldtype": "Link",
+ "options": "Item",
"width": 200
},
{
- "fieldname": "quotation",
- "label": _("Supplier Quotation"),
+ "fieldname": "uom",
+ "label": _("UOM"),
"fieldtype": "Link",
- "options": "Supplier Quotation",
- "width": 200
+ "options": "UOM",
+ "width": 90
},
{
"fieldname": "qty",
@@ -163,19 +181,43 @@
"width": 110
},
{
- "fieldname": "uom",
- "label": _("UOM"),
+ "fieldname": "quotation",
+ "label": _("Supplier Quotation"),
"fieldtype": "Link",
- "options": "UOM",
- "width": 90
+ "options": "Supplier Quotation",
+ "width": 200
+ },
+ {
+ "fieldname": "valid_till",
+ "label": _("Valid Till"),
+ "fieldtype": "Date",
+ "width": 100
+ },
+ {
+ "fieldname": "lead_time_days",
+ "label": _("Lead Time (Days)"),
+ "fieldtype": "Int",
+ "width": 100
},
{
"fieldname": "request_for_quotation",
"label": _("Request for Quotation"),
"fieldtype": "Link",
"options": "Request for Quotation",
- "width": 200
+ "width": 150
}
]
- return columns
\ No newline at end of file
+ return columns
+
+def get_message():
+ return """<span class="indicator">
+ Valid till :
+ </span>
+ <span class="indicator orange">
+ Expires in a week or less
+ </span>
+
+ <span class="indicator red">
+ Expires today / Already Expired
+ </span>"""
\ No newline at end of file
diff --git a/erpnext/controllers/accounts_controller.py b/erpnext/controllers/accounts_controller.py
index 3091193..d61e44b 100644
--- a/erpnext/controllers/accounts_controller.py
+++ b/erpnext/controllers/accounts_controller.py
@@ -325,7 +325,7 @@
apply_pricing_rule_for_free_items(self, pricing_rule_args.get('free_item_data'))
elif pricing_rule_args.get("validate_applied_rule"):
- for pricing_rule in get_applied_pricing_rules(item):
+ for pricing_rule in get_applied_pricing_rules(item.get('pricing_rules')):
pricing_rule_doc = frappe.get_cached_doc("Pricing Rule", pricing_rule)
for field in ['discount_percentage', 'discount_amount', 'rate']:
if item.get(field) < pricing_rule_doc.get(field):
diff --git a/erpnext/controllers/buying_controller.py b/erpnext/controllers/buying_controller.py
index f982700..ac567b7 100644
--- a/erpnext/controllers/buying_controller.py
+++ b/erpnext/controllers/buying_controller.py
@@ -276,6 +276,9 @@
qty_to_be_received_map = get_qty_to_be_received(purchase_orders)
for item in self.get('items'):
+ if not item.purchase_order:
+ continue
+
# reset raw_material cost
item.rm_supp_cost = 0
@@ -288,6 +291,12 @@
fg_yet_to_be_received = qty_to_be_received_map.get(item_key)
+ if not fg_yet_to_be_received:
+ frappe.throw(_("Row #{0}: Item {1} is already fully received in Purchase Order {2}")
+ .format(item.idx, frappe.bold(item.item_code),
+ frappe.utils.get_link_to_form("Purchase Order", item.purchase_order)),
+ title=_("Limit Crossed"))
+
transferred_batch_qty_map = get_transferred_batch_qty_map(item.purchase_order, item.item_code)
backflushed_batch_qty_map = get_backflushed_batch_qty_map(item.purchase_order, item.item_code)
diff --git a/erpnext/controllers/taxes_and_totals.py b/erpnext/controllers/taxes_and_totals.py
index 2a14be8..92cfdb7 100644
--- a/erpnext/controllers/taxes_and_totals.py
+++ b/erpnext/controllers/taxes_and_totals.py
@@ -9,6 +9,7 @@
from erpnext.controllers.accounts_controller import validate_conversion_rate, \
validate_taxes_and_charges, validate_inclusive_tax
from erpnext.stock.get_item_details import _get_item_tax_template
+from erpnext.accounts.doctype.pricing_rule.utils import get_applied_pricing_rules
class calculate_taxes_and_totals(object):
def __init__(self, doc):
@@ -209,7 +210,7 @@
elif tax.charge_type == "On Previous Row Total":
current_tax_fraction = (tax_rate / 100.0) * \
self.doc.get("taxes")[cint(tax.row_id) - 1].grand_total_fraction_for_current_item
-
+
elif tax.charge_type == "On Item Quantity":
inclusive_tax_amount_per_qty = flt(tax_rate)
@@ -607,7 +608,7 @@
base_rate_with_margin = 0.0
if item.price_list_rate:
if item.pricing_rules and not self.doc.ignore_pricing_rule:
- for d in json.loads(item.pricing_rules):
+ for d in get_applied_pricing_rules(item.pricing_rules):
pricing_rule = frappe.get_cached_doc('Pricing Rule', d)
if (pricing_rule.margin_type == 'Amount' and pricing_rule.currency == self.doc.currency)\
diff --git a/erpnext/crm/doctype/opportunity/opportunity.py b/erpnext/crm/doctype/opportunity/opportunity.py
index e152850..6096053 100644
--- a/erpnext/crm/doctype/opportunity/opportunity.py
+++ b/erpnext/crm/doctype/opportunity/opportunity.py
@@ -325,7 +325,7 @@
doc.save()
@frappe.whitelist()
-def make_opportunity_from_communication(communication, ignore_communication_links=False):
+def make_opportunity_from_communication(communication, company, ignore_communication_links=False):
from erpnext.crm.doctype.lead.lead import make_lead_from_communication
doc = frappe.get_doc("Communication", communication)
@@ -337,6 +337,7 @@
opportunity = frappe.get_doc({
"doctype": "Opportunity",
+ "company": company,
"opportunity_from": opportunity_from,
"party_name": lead
}).insert(ignore_permissions=True)
diff --git a/erpnext/crm/doctype/social_media_post/social_media_post.js b/erpnext/crm/doctype/social_media_post/social_media_post.js
index 3a14f2d..0ce8b44 100644
--- a/erpnext/crm/doctype/social_media_post/social_media_post.js
+++ b/erpnext/crm/doctype/social_media_post/social_media_post.js
@@ -30,14 +30,14 @@
let color = frm.doc.twitter_post_id ? "green" : "red";
let status = frm.doc.twitter_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
- <span class="indicator whitespace-nowrap ${color}"><span class="hidden-xs">Twitter : ${status} </span></span>
+ <span class="indicator whitespace-nowrap ${color}"><span>Twitter : ${status} </span></span>
</div>` ;
}
if (frm.doc.linkedin){
let color = frm.doc.linkedin_post_id ? "green" : "red";
let status = frm.doc.linkedin_post_id ? "Posted" : "Not Posted";
html += `<div class="col-xs-6">
- <span class="indicator whitespace-nowrap ${color}"><span class="hidden-xs">LinkedIn : ${status} </span></span>
+ <span class="indicator whitespace-nowrap ${color}"><span>LinkedIn : ${status} </span></span>
</div>` ;
}
html = `<div class="row">${html}</div>`;
diff --git a/erpnext/crm/report/lead_details/lead_details.js b/erpnext/crm/report/lead_details/lead_details.js
new file mode 100644
index 0000000..f92070d
--- /dev/null
+++ b/erpnext/crm/report/lead_details/lead_details.js
@@ -0,0 +1,52 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Lead Details"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.get_today(),
+ "reqd": 1
+ },
+ {
+ "fieldname":"status",
+ "label": __("Status"),
+ "fieldtype": "Select",
+ options: [
+ { "value": "Lead", "label": __("Lead") },
+ { "value": "Open", "label": __("Open") },
+ { "value": "Replied", "label": __("Replied") },
+ { "value": "Opportunity", "label": __("Opportunity") },
+ { "value": "Quotation", "label": __("Quotation") },
+ { "value": "Lost Quotation", "label": __("Lost Quotation") },
+ { "value": "Interested", "label": __("Interested") },
+ { "value": "Converted", "label": __("Converted") },
+ { "value": "Do Not Contact", "label": __("Do Not Contact") },
+ ],
+ },
+ {
+ "fieldname":"territory",
+ "label": __("Territory"),
+ "fieldtype": "Link",
+ "options": "Territory",
+ }
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/crm/report/lead_details/lead_details.json b/erpnext/crm/report/lead_details/lead_details.json
index cdeb6bb..7871d08 100644
--- a/erpnext/crm/report/lead_details/lead_details.json
+++ b/erpnext/crm/report/lead_details/lead_details.json
@@ -7,16 +7,15 @@
"doctype": "Report",
"idx": 3,
"is_standard": "Yes",
- "modified": "2020-01-22 16:51:56.591110",
+ "modified": "2020-07-26 23:59:49.897577",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lead Details",
"owner": "Administrator",
"prepared_report": 0,
- "query": "SELECT\n `tabLead`.name as \"Lead Id:Link/Lead:120\",\n `tabLead`.lead_name as \"Lead Name::120\",\n\t`tabLead`.company_name as \"Company Name::120\",\n\t`tabLead`.status as \"Status::120\",\n\tconcat_ws(', ', \n\t\ttrim(',' from `tabAddress`.address_line1), \n\t\ttrim(',' from tabAddress.address_line2)\n\t) as 'Address::180',\n\t`tabAddress`.state as \"State::100\",\n\t`tabAddress`.pincode as \"Pincode::70\",\n\t`tabAddress`.country as \"Country::100\",\n\t`tabLead`.phone as \"Phone::100\",\n\t`tabLead`.mobile_no as \"Mobile No::100\",\n\t`tabLead`.email_id as \"Email Id::120\",\n\t`tabLead`.lead_owner as \"Lead Owner::120\",\n\t`tabLead`.source as \"Source::120\",\n\t`tabLead`.territory as \"Territory::120\",\n\t`tabLead`.notes as \"Notes::360\",\n `tabLead`.owner as \"Owner:Link/User:120\"\nFROM\n\t`tabLead`\n\tleft join `tabDynamic Link` on (\n\t\t`tabDynamic Link`.link_name=`tabLead`.name \n\t\tand `tabDynamic Link`.parenttype = 'Address'\n\t)\n\tleft join `tabAddress` on (\n\t\t`tabAddress`.name=`tabDynamic Link`.parent\n\t)\nWHERE\n\t`tabLead`.docstatus<2\nORDER BY\n\t`tabLead`.name asc",
"ref_doctype": "Lead",
"report_name": "Lead Details",
- "report_type": "Query Report",
+ "report_type": "Script Report",
"roles": [
{
"role": "Sales User"
diff --git a/erpnext/crm/report/lead_details/lead_details.py b/erpnext/crm/report/lead_details/lead_details.py
new file mode 100644
index 0000000..eeaaec2
--- /dev/null
+++ b/erpnext/crm/report/lead_details/lead_details.py
@@ -0,0 +1,158 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+
+def execute(filters=None):
+ columns, data = get_columns(), get_data(filters)
+ return columns, data
+
+def get_columns():
+ columns = [
+ {
+ "label": _("Lead"),
+ "fieldname": "name",
+ "fieldtype": "Link",
+ "options": "Lead",
+ "width": 150,
+ },
+ {
+ "label": _("Lead Name"),
+ "fieldname": "lead_name",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "fieldname":"status",
+ "label": _("Status"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname":"lead_owner",
+ "label": _("Lead Owner"),
+ "fieldtype": "Link",
+ "options": "User",
+ "width": 100
+ },
+ {
+ "label": _("Territory"),
+ "fieldname": "territory",
+ "fieldtype": "Link",
+ "options": "Territory",
+ "width": 100
+ },
+ {
+ "label": _("Source"),
+ "fieldname": "source",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Email"),
+ "fieldname": "email_id",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Mobile"),
+ "fieldname": "mobile_no",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Phone"),
+ "fieldname": "phone",
+ "fieldtype": "Data",
+ "width": 120
+ },
+ {
+ "label": _("Owner"),
+ "fieldname": "owner",
+ "fieldtype": "Link",
+ "options": "user",
+ "width": 120
+ },
+ {
+ "label": _("Company"),
+ "fieldname": "company",
+ "fieldtype": "Link",
+ "options": "Company",
+ "width": 120
+ },
+ {
+ "fieldname":"address",
+ "label": _("Address"),
+ "fieldtype": "Data",
+ "width": 130
+ },
+ {
+ "fieldname":"state",
+ "label": _("State"),
+ "fieldtype": "Data",
+ "width": 100
+ },
+ {
+ "fieldname":"pincode",
+ "label": _("Postal Code"),
+ "fieldtype": "Data",
+ "width": 90
+ },
+ {
+ "fieldname":"country",
+ "label": _("Country"),
+ "fieldtype": "Link",
+ "options": "Country",
+ "width": 100
+ },
+
+ ]
+ return columns
+
+def get_data(filters):
+ return frappe.db.sql("""
+ SELECT
+ `tabLead`.name,
+ `tabLead`.lead_name,
+ `tabLead`.status,
+ `tabLead`.lead_owner,
+ `tabLead`.territory,
+ `tabLead`.source,
+ `tabLead`.email_id,
+ `tabLead`.mobile_no,
+ `tabLead`.phone,
+ `tabLead`.owner,
+ `tabLead`.company,
+ concat_ws(', ',
+ trim(',' from `tabAddress`.address_line1),
+ trim(',' from tabAddress.address_line2)
+ ) AS address,
+ `tabAddress`.state,
+ `tabAddress`.pincode,
+ `tabAddress`.country
+ FROM
+ `tabLead` left join `tabDynamic Link` on (
+ `tabLead`.name = `tabDynamic Link`.link_name and
+ `tabDynamic Link`.parenttype = 'Address')
+ left join `tabAddress` on (
+ `tabAddress`.name=`tabDynamic Link`.parent)
+ WHERE
+ company = %(company)s
+ AND `tabLead`.creation BETWEEN %(from_date)s AND %(to_date)s
+ {conditions}
+ ORDER BY
+ `tabLead`.creation asc """.format(conditions=get_conditions(filters)), filters, as_dict=1)
+
+def get_conditions(filters) :
+ conditions = []
+
+ if filters.get("territory"):
+ conditions.append(" and `tabLead`.territory=%(territory)s")
+
+ if filters.get("status"):
+ conditions.append(" and `tabLead`.status=%(status)s")
+
+ return " ".join(conditions) if conditions else ""
+
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.js b/erpnext/crm/report/lost_opportunity/lost_opportunity.js
new file mode 100644
index 0000000..d79f8c8
--- /dev/null
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.js
@@ -0,0 +1,67 @@
+// Copyright (c) 2016, Frappe Technologies Pvt. Ltd. and contributors
+// For license information, please see license.txt
+/* eslint-disable */
+
+frappe.query_reports["Lost Opportunity"] = {
+ "filters": [
+ {
+ "fieldname":"company",
+ "label": __("Company"),
+ "fieldtype": "Link",
+ "options": "Company",
+ "default": frappe.defaults.get_user_default("Company"),
+ "reqd": 1
+ },
+ {
+ "fieldname":"from_date",
+ "label": __("From Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.add_months(frappe.datetime.get_today(), -12),
+ "reqd": 1
+ },
+ {
+ "fieldname":"to_date",
+ "label": __("To Date"),
+ "fieldtype": "Date",
+ "default": frappe.datetime.get_today(),
+ "reqd": 1
+ },
+ {
+ "fieldname":"lost_reason",
+ "label": __("Lost Reason"),
+ "fieldtype": "Link",
+ "options": "Opportunity Lost Reason"
+ },
+ {
+ "fieldname":"territory",
+ "label": __("Territory"),
+ "fieldtype": "Link",
+ "options": "Territory"
+ },
+ {
+ "fieldname":"opportunity_from",
+ "label": __("Opportunity From"),
+ "fieldtype": "Link",
+ "options": "DocType",
+ "get_query": function() {
+ return {
+ "filters": {
+ "name": ["in", ["Customer", "Lead"]],
+ }
+ }
+ }
+ },
+ {
+ "fieldname":"party_name",
+ "label": __("Party"),
+ "fieldtype": "Dynamic Link",
+ "options": "opportunity_from"
+ },
+ {
+ "fieldname":"contact_by",
+ "label": __("Next Contact By"),
+ "fieldtype": "Link",
+ "options": "User"
+ },
+ ]
+};
\ No newline at end of file
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.json b/erpnext/crm/report/lost_opportunity/lost_opportunity.json
index e7c5068..e7a8e12 100644
--- a/erpnext/crm/report/lost_opportunity/lost_opportunity.json
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.json
@@ -1,13 +1,14 @@
{
"add_total_row": 0,
"creation": "2018-12-31 16:30:57.188837",
+ "disable_prepared_report": 0,
"disabled": 0,
"docstatus": 0,
"doctype": "Report",
"idx": 0,
"is_standard": "Yes",
"json": "{\"order_by\": \"`tabOpportunity`.`modified` desc\", \"filters\": [[\"Opportunity\", \"status\", \"=\", \"Lost\"]], \"fields\": [[\"name\", \"Opportunity\"], [\"opportunity_from\", \"Opportunity\"], [\"party_name\", \"Opportunity\"], [\"customer_name\", \"Opportunity\"], [\"opportunity_type\", \"Opportunity\"], [\"status\", \"Opportunity\"], [\"contact_by\", \"Opportunity\"], [\"docstatus\", \"Opportunity\"], [\"lost_reason\", \"Lost Reason Detail\"]], \"add_totals_row\": 0, \"add_total_row\": 0, \"page_length\": 20}",
- "modified": "2019-06-26 16:33:08.083618",
+ "modified": "2020-07-29 15:49:02.848845",
"modified_by": "Administrator",
"module": "CRM",
"name": "Lost Opportunity",
@@ -15,7 +16,7 @@
"prepared_report": 0,
"ref_doctype": "Opportunity",
"report_name": "Lost Opportunity",
- "report_type": "Report Builder",
+ "report_type": "Script Report",
"roles": [
{
"role": "Sales User"
diff --git a/erpnext/crm/report/lost_opportunity/lost_opportunity.py b/erpnext/crm/report/lost_opportunity/lost_opportunity.py
new file mode 100644
index 0000000..1aa4afe
--- /dev/null
+++ b/erpnext/crm/report/lost_opportunity/lost_opportunity.py
@@ -0,0 +1,131 @@
+# Copyright (c) 2020, Frappe Technologies Pvt. Ltd. and contributors
+# For license information, please see license.txt
+
+from __future__ import unicode_literals
+from frappe import _
+import frappe
+
+def execute(filters=None):
+ columns, data = get_columns(), get_data(filters)
+ return columns, data
+
+def get_columns():
+ columns = [
+ {
+ "label": _("Opportunity"),
+ "fieldname": "name",
+ "fieldtype": "Link",
+ "options": "Opportunity",
+ "width": 170,
+ },
+ {
+ "label": _("Opportunity From"),
+ "fieldname": "opportunity_from",
+ "fieldtype": "Link",
+ "options": "DocType",
+ "width": 130
+ },
+ {
+ "label": _("Party"),
+ "fieldname":"party_name",
+ "fieldtype": "Dynamic Link",
+ "options": "opportunity_from",
+ "width": 160
+ },
+ {
+ "label": _("Customer/Lead Name"),
+ "fieldname":"customer_name",
+ "fieldtype": "Data",
+ "width": 150
+ },
+ {
+ "label": _("Opportunity Type"),
+ "fieldname": "opportunity_type",
+ "fieldtype": "Data",
+ "width": 130
+ },
+ {
+ "label": _("Lost Reasons"),
+ "fieldname": "lost_reason",
+ "fieldtype": "Data",
+ "width": 220
+ },
+ {
+ "label": _("Sales Stage"),
+ "fieldname": "sales_stage",
+ "fieldtype": "Link",
+ "options": "Sales Stage",
+ "width": 150
+ },
+ {
+ "label": _("Territory"),
+ "fieldname": "territory",
+ "fieldtype": "Link",
+ "options": "Territory",
+ "width": 150
+ },
+ {
+ "label": _("Next Contact By"),
+ "fieldname": "contact_by",
+ "fieldtype": "Link",
+ "options": "User",
+ "width": 150
+ }
+ ]
+ return columns
+
+def get_data(filters):
+ return frappe.db.sql("""
+ SELECT
+ `tabOpportunity`.name,
+ `tabOpportunity`.opportunity_from,
+ `tabOpportunity`.party_name,
+ `tabOpportunity`.customer_name,
+ `tabOpportunity`.opportunity_type,
+ `tabOpportunity`.contact_by,
+ GROUP_CONCAT(`tabOpportunity Lost Reason Detail`.lost_reason separator ', ') lost_reason,
+ `tabOpportunity`.sales_stage,
+ `tabOpportunity`.territory
+ FROM
+ `tabOpportunity`
+ {join}
+ WHERE
+ `tabOpportunity`.status = 'Lost' and `tabOpportunity`.company = %(company)s
+ AND `tabOpportunity`.modified BETWEEN %(from_date)s AND %(to_date)s
+ {conditions}
+ GROUP BY
+ `tabOpportunity`.name
+ ORDER BY
+ `tabOpportunity`.creation asc """.format(conditions=get_conditions(filters), join=get_join(filters)), filters, as_dict=1)
+
+
+def get_conditions(filters):
+ conditions = []
+
+ if filters.get("territory"):
+ conditions.append(" and `tabOpportunity`.territory=%(territory)s")
+
+ if filters.get("opportunity_from"):
+ conditions.append(" and `tabOpportunity`.opportunity_from=%(opportunity_from)s")
+
+ if filters.get("party_name"):
+ conditions.append(" and `tabOpportunity`.party_name=%(party_name)s")
+
+ if filters.get("contact_by"):
+ conditions.append(" and `tabOpportunity`.contact_by=%(contact_by)s")
+
+ return " ".join(conditions) if conditions else ""
+
+def get_join(filters):
+ join = """LEFT JOIN `tabOpportunity Lost Reason Detail`
+ ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and
+ `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name"""
+
+ if filters.get("lost_reason"):
+ join = """JOIN `tabOpportunity Lost Reason Detail`
+ ON `tabOpportunity Lost Reason Detail`.parenttype = 'Opportunity' and
+ `tabOpportunity Lost Reason Detail`.parent = `tabOpportunity`.name and
+ `tabOpportunity Lost Reason Detail`.lost_reason = '{0}'
+ """.format(filters.get("lost_reason"))
+
+ return join
\ No newline at end of file
diff --git a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py
index 207351f..4ee5f6b 100644
--- a/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py
+++ b/erpnext/healthcare/doctype/clinical_procedure/test_clinical_procedure.py
@@ -7,6 +7,8 @@
import frappe
from erpnext.healthcare.doctype.patient_appointment.test_patient_appointment import create_healthcare_docs, create_clinical_procedure_template
+test_dependencies = ['Item']
+
class TestClinicalProcedure(unittest.TestCase):
def test_procedure_template_item(self):
patient, medical_department, practitioner = create_healthcare_docs()
diff --git a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
index f7ed31b..2d6b645 100644
--- a/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
+++ b/erpnext/healthcare/doctype/patient_appointment/patient_appointment.js
@@ -226,7 +226,9 @@
primary_action_label: __('Book'),
primary_action: function() {
frm.set_value('appointment_time', selected_slot);
- frm.set_value('duration', duration);
+ if (!frm.doc.duration) {
+ frm.set_value('duration', duration);
+ }
frm.set_value('practitioner', d.get_value('practitioner'));
frm.set_value('department', d.get_value('department'));
frm.set_value('appointment_date', d.get_value('appointment_date'));
diff --git a/erpnext/hr/doctype/job_offer/job_offer.py b/erpnext/hr/doctype/job_offer/job_offer.py
index 3d68bc8..c397a3f 100644
--- a/erpnext/hr/doctype/job_offer/job_offer.py
+++ b/erpnext/hr/doctype/job_offer/job_offer.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import frappe
+from frappe.utils import cint
from frappe.model.document import Document
from frappe.model.mapper import get_mapped_doc
from frappe import _
@@ -24,8 +25,7 @@
check_vacancies = frappe.get_single("HR Settings").check_vacancies
if staffing_plan and check_vacancies:
job_offers = self.get_job_offer(staffing_plan.from_date, staffing_plan.to_date)
-
- if not staffing_plan.get("vacancies") or staffing_plan.vacancies - len(job_offers) <= 0:
+ if not staffing_plan.get("vacancies") or cint(staffing_plan.vacancies) - len(job_offers) <= 0:
error_variable = 'for ' + frappe.bold(self.designation)
if staffing_plan.get("parent"):
error_variable = frappe.bold(get_link_to_form("Staffing Plan", staffing_plan.parent))
@@ -65,7 +65,7 @@
AND %s between sp.from_date and sp.to_date
""", (designation, company, offer_date), as_dict=1)
- return frappe._dict(detail[0]) if detail else None
+ return frappe._dict(detail[0]) if (detail and detail[0].parent) else None
@frappe.whitelist()
def make_employee(source_name, target_doc=None):
diff --git a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
index db1d191..1b92358 100644
--- a/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
+++ b/erpnext/hr/report/employee_leave_balance/employee_leave_balance.py
@@ -132,6 +132,9 @@
if filters.get('employee'):
conditions['name'] = filters.get('employee')
+ if filters.get('company'):
+ conditions['company'] = filters.get('company')
+
return conditions
def get_department_leave_approver_map(department=None):
diff --git a/erpnext/loan_management/doctype/loan/test_loan.py b/erpnext/loan_management/doctype/loan/test_loan.py
index 23815d598..2f6cd25 100644
--- a/erpnext/loan_management/doctype/loan/test_loan.py
+++ b/erpnext/loan_management/doctype/loan/test_loan.py
@@ -17,6 +17,8 @@
from erpnext.loan_management.doctype.loan.loan import create_loan_security_unpledge
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
from erpnext.loan_management.doctype.loan_application.loan_application import create_pledge
+from erpnext.loan_management.doctype.loan_disbursement.loan_disbursement import get_disbursal_amount
+from erpnext.loan_management.doctype.loan_repayment.loan_repayment import calculate_amounts
class TestLoan(unittest.TestCase):
def setUp(self):
@@ -193,18 +195,14 @@
make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
process_loan_interest_accrual_for_demand_loans(posting_date = last_date)
- repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 5),
+ repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 6),
"Loan Closure", flt(loan.loan_amount + accrued_interest_amount))
repayment_entry.submit()
amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount',
'paid_principal_amount'])
- unaccrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * 6) \
- / (days_in_year(get_datetime(first_date).year) * 100)
-
- self.assertEquals(flt(amounts[0] + unaccrued_interest_amount, 3),
- flt(accrued_interest_amount, 3))
+ self.assertEquals(flt(amounts[0], 2),flt(accrued_interest_amount, 2))
self.assertEquals(flt(repayment_entry.penalty_amount, 5), 0)
loan.load_from_db()
@@ -306,9 +304,6 @@
"Loan Closure", flt(loan.loan_amount + accrued_interest_amount))
repayment_entry.submit()
- amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount',
- 'paid_principal_amount'])
-
loan.load_from_db()
self.assertEquals(loan.status, "Loan Closure Requested")
@@ -323,6 +318,97 @@
self.assertEqual(loan.status, 'Closed')
self.assertEquals(sum(pledged_qty.values()), 0)
+ def test_disbursal_check_with_shortfall(self):
+ pledges = [{
+ "loan_security": "Test Security 2",
+ "qty": 8000.00,
+ "haircut": 50,
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2,
+ 'Stock Loan', pledges, "Repay Over Number of Periods", 12)
+
+ create_pledge(loan_application)
+
+ loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
+ loan.submit()
+
+ #Disbursing 7,00,000 from the allowed 10,00,000 according to security pledge
+ make_loan_disbursement_entry(loan.name, 700000)
+
+ frappe.db.sql("""UPDATE `tabLoan Security Price` SET loan_security_price = 100
+ where loan_security='Test Security 2'""")
+
+ create_process_loan_security_shortfall()
+ loan_security_shortfall = frappe.get_doc("Loan Security Shortfall", {"loan": loan.name})
+ self.assertTrue(loan_security_shortfall)
+
+ self.assertEqual(get_disbursal_amount(loan.name), 0)
+
+ frappe.db.sql(""" UPDATE `tabLoan Security Price` SET loan_security_price = 250
+ where loan_security='Test Security 2'""")
+
+ def test_disbursal_check_without_shortfall(self):
+ pledges = [{
+ "loan_security": "Test Security 2",
+ "qty": 8000.00,
+ "haircut": 50,
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2,
+ 'Stock Loan', pledges, "Repay Over Number of Periods", 12)
+
+ create_pledge(loan_application)
+
+ loan = create_loan_with_security(self.applicant2, "Stock Loan", "Repay Over Number of Periods", 12, loan_application)
+ loan.submit()
+
+ #Disbursing 7,00,000 from the allowed 10,00,000 according to security pledge
+ make_loan_disbursement_entry(loan.name, 700000)
+
+ self.assertEqual(get_disbursal_amount(loan.name), 300000)
+
+ def test_pending_loan_amount_after_closure_request(self):
+ pledge = [{
+ "loan_security": "Test Security 1",
+ "qty": 4000.00
+ }]
+
+ loan_application = create_loan_application('_Test Company', self.applicant2, 'Demand Loan', pledge)
+ create_pledge(loan_application)
+
+ loan = create_demand_loan(self.applicant2, "Demand Loan", loan_application, posting_date=get_first_day(nowdate()))
+ loan.submit()
+
+ self.assertEquals(loan.loan_amount, 1000000)
+
+ first_date = '2019-10-01'
+ last_date = '2019-10-30'
+
+ no_of_days = date_diff(last_date, first_date) + 1
+
+ no_of_days += 6
+
+ accrued_interest_amount = (loan.loan_amount * loan.rate_of_interest * no_of_days) \
+ / (days_in_year(get_datetime(first_date).year) * 100)
+
+ make_loan_disbursement_entry(loan.name, loan.loan_amount, disbursement_date=first_date)
+ process_loan_interest_accrual_for_demand_loans(posting_date = last_date)
+
+ amounts = calculate_amounts(loan.name, add_days(last_date, 6), "Regular Repayment")
+
+ repayment_entry = create_repayment_entry(loan.name, self.applicant2, add_days(last_date, 6),
+ "Loan Closure", flt(loan.loan_amount + accrued_interest_amount))
+ repayment_entry.submit()
+
+ amounts = frappe.db.get_value('Loan Interest Accrual', {'loan': loan.name}, ['paid_interest_amount',
+ 'paid_principal_amount'])
+
+ loan.load_from_db()
+ self.assertEquals(loan.status, "Loan Closure Requested")
+
+ amounts = calculate_amounts(loan.name, add_days(last_date, 6), "Regular Repayment")
+ self.assertEquals(amounts['pending_principal_amount'], 0.0)
def create_loan_accounts():
if not frappe.db.exists("Account", "Loans and Advances (Assets) - _TC"):
diff --git a/erpnext/loan_management/doctype/loan_application/loan_application.js b/erpnext/loan_management/doctype/loan_application/loan_application.js
index b56fce1..1365274 100644
--- a/erpnext/loan_management/doctype/loan_application/loan_application.js
+++ b/erpnext/loan_management/doctype/loan_application/loan_application.js
@@ -33,18 +33,18 @@
if (frm.doc.is_secured_loan) {
frappe.db.get_value("Loan Security Pledge", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => {
- if (!r) {
+ if (Object.keys(r).length === 0) {
frm.add_custom_button(__('Loan Security Pledge'), function() {
- frm.trigger('create_loan_security_pledge')
+ frm.trigger('create_loan_security_pledge');
},__('Create'))
}
});
}
frappe.db.get_value("Loan", {"loan_application": frm.doc.name, "docstatus": 1}, "name", (r) => {
- if (!r) {
+ if (Object.keys(r).length === 0) {
frm.add_custom_button(__('Loan'), function() {
- frm.trigger('create_loan')
+ frm.trigger('create_loan');
},__('Create'))
} else {
frm.set_df_property('status', 'read_only', 1);
@@ -54,7 +54,7 @@
},
create_loan: function(frm) {
if (frm.doc.status != "Approved") {
- frappe.throw(__("Cannot create loan until application is approved"))
+ frappe.throw(__("Cannot create loan until application is approved"));
}
frappe.model.open_mapped_doc({
diff --git a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
index 6c27e12..260fada 100644
--- a/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
+++ b/erpnext/loan_management/doctype/loan_disbursement/loan_disbursement.py
@@ -67,28 +67,10 @@
disbursed_amount = self.disbursed_amount + loan_details.disbursed_amount
total_payment = loan_details.total_payment
- if disbursed_amount > loan_details.loan_amount and loan_details.is_term_loan:
- frappe.throw(_("Disbursed Amount cannot be greater than loan amount"))
+ possible_disbursal_amount = get_disbursal_amount(self.against_loan)
- if loan_details.status == 'Disbursed':
- pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \
- - flt(loan_details.total_principal_paid)
- else:
- pending_principal_amount = loan_details.disbursed_amount
-
- security_value = 0.0
- if loan_details.is_secured_loan:
- security_value = get_total_pledged_security_value(self.against_loan)
-
- if not security_value:
- security_value = loan_details.loan_amount
-
- if pending_principal_amount + self.disbursed_amount > flt(security_value):
- allowed_amount = security_value - pending_principal_amount
- if allowed_amount < 0:
- allowed_amount = 0
-
- frappe.throw(_("Disbursed Amount cannot be greater than {0}").format(allowed_amount))
+ if self.disbursed_amount > possible_disbursal_amount:
+ frappe.throw(_("Disbursed Amount cannot be greater than {0}").format(possible_disbursal_amount))
if loan_details.status == "Disbursed" and not loan_details.is_term_loan:
process_loan_interest_accrual_for_demand_loans(posting_date=add_days(self.disbursement_date, -1),
@@ -176,3 +158,32 @@
security_value += (loan_security_price_map.get(security) * qty * hair_cut_map.get(security))/100
return security_value
+
+@frappe.whitelist()
+def get_disbursal_amount(loan):
+ loan_details = frappe.get_all("Loan", fields = ["loan_amount", "disbursed_amount", "total_payment",
+ "total_principal_paid", "total_interest_payable", "status", "is_term_loan", "is_secured_loan"],
+ filters= { "name": loan })[0]
+
+ if loan_details.is_secured_loan and frappe.get_all('Loan Security Shortfall', filters={'loan': loan,
+ 'status': 'Pending'}):
+ return 0
+
+ if loan_details.status == 'Disbursed':
+ pending_principal_amount = flt(loan_details.total_payment) - flt(loan_details.total_interest_payable) \
+ - flt(loan_details.total_principal_paid)
+ else:
+ pending_principal_amount = flt(loan_details.disbursed_amount)
+
+ security_value = 0.0
+ if loan_details.is_secured_loan:
+ security_value = get_total_pledged_security_value(loan)
+
+ if not security_value and not loan_details.is_secured_loan:
+ security_value = flt(loan_details.loan_amount)
+
+ disbursal_amount = flt(security_value) - flt(pending_principal_amount)
+
+ return disbursal_amount
+
+
diff --git a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
index c5111fd..1d3fa71 100644
--- a/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
+++ b/erpnext/loan_management/doctype/loan_interest_accrual/loan_interest_accrual.py
@@ -85,8 +85,11 @@
if no_of_days <= 0:
return
- pending_principal_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
- - flt(loan.total_principal_paid)
+ if loan.status == 'Disbursed':
+ pending_principal_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
+ - flt(loan.total_principal_paid)
+ else:
+ pending_principal_amount = loan.disbursed_amount
interest_per_day = (pending_principal_amount * loan.rate_of_interest) / (days_in_year(get_datetime(posting_date).year) * 100)
payable_interest = interest_per_day * no_of_days
@@ -107,7 +110,7 @@
def make_accrual_interest_entry_for_demand_loans(posting_date, process_loan_interest, open_loans=None, loan_type=None):
query_filters = {
- "status": "Disbursed",
+ "status": ('in', ['Disbursed', 'Partially Disbursed']),
"docstatus": 1
}
@@ -118,8 +121,9 @@
if not open_loans:
open_loans = frappe.get_all("Loan",
- fields=["name", "total_payment", "total_amount_paid", "loan_account", "interest_income_account", "is_term_loan",
- "disbursement_date", "applicant_type", "applicant", "rate_of_interest", "total_interest_payable", "repayment_start_date"],
+ fields=["name", "total_payment", "total_amount_paid", "loan_account", "interest_income_account",
+ "is_term_loan", "status", "disbursement_date", "disbursed_amount", "applicant_type", "applicant",
+ "rate_of_interest", "total_interest_payable", "total_principal_paid", "repayment_start_date"],
filters=query_filters)
for loan in open_loans:
diff --git a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
index 9605045..7d83e32 100644
--- a/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
+++ b/erpnext/loan_management/doctype/loan_repayment/loan_repayment.py
@@ -116,6 +116,7 @@
def allocate_amounts(self, paid_entries):
self.set('repayment_details', [])
self.principal_amount_paid = 0
+ total_interest_paid = 0
interest_paid = self.amount_paid - self.penalty_amount
if self.amount_paid - self.penalty_amount > 0 and paid_entries:
@@ -137,12 +138,19 @@
interest_paid = 0
paid_principal=0
+ total_interest_paid += interest_amount
self.append('repayment_details', {
'loan_interest_accrual': lia,
'paid_interest_amount': interest_amount,
'paid_principal_amount': paid_principal
})
+ if self.payment_type == 'Loan Closure' and total_interest_paid < self.interest_payable:
+ unaccrued_interest = self.interest_payable - total_interest_paid
+ interest_paid -= unaccrued_interest
+ if self.repayment_details:
+ self.repayment_details[-1].paid_interest_amount += unaccrued_interest
+
if interest_paid:
self.principal_amount_paid += interest_paid
@@ -281,7 +289,7 @@
due_date = add_days(entry.posting_date, 1)
no_of_late_days = date_diff(posting_date,
- add_days(due_date, loan_type_details.grace_period_in_days))
+ add_days(due_date, loan_type_details.grace_period_in_days))
if no_of_late_days > 0 and (not against_loan_doc.repay_from_salary):
penalty_amount += (entry.interest_amount * (loan_type_details.penalty_interest_rate / 100) * no_of_late_days)/365
@@ -297,7 +305,10 @@
if not final_due_date:
final_due_date = add_days(due_date, loan_type_details.grace_period_in_days)
- pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable
+ if against_loan_doc.status in ('Disbursed', 'Loan Closure Requested'):
+ pending_principal_amount = against_loan_doc.total_payment - against_loan_doc.total_principal_paid - against_loan_doc.total_interest_payable
+ else:
+ pending_principal_amount = against_loan_doc.disbursed_amount
if payment_type == "Loan Closure":
if due_date:
diff --git a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
index 02efe24..0f42bde 100644
--- a/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
+++ b/erpnext/loan_management/doctype/loan_security_shortfall/loan_security_shortfall.py
@@ -4,7 +4,7 @@
from __future__ import unicode_literals
import frappe
-from frappe.utils import get_datetime
+from frappe.utils import get_datetime, flt
from frappe.model.document import Document
from six import iteritems
from erpnext.loan_management.doctype.loan_security_unpledge.loan_security_unpledge import get_pledged_security_qty
@@ -51,13 +51,19 @@
"valid_upto": (">=", update_time)
}, as_list=1))
- loans = frappe.get_all('Loan', fields=['name', 'loan_amount', 'total_principal_paid'],
- filters={'status': 'Disbursed', 'is_secured_loan': 1})
+ loans = frappe.get_all('Loan', fields=['name', 'loan_amount', 'total_principal_paid', 'total_payment',
+ 'total_interest_payable', 'disbursed_amount', 'status'],
+ filters={'status': ('in',['Disbursed','Partially Disbursed']), 'is_secured_loan': 1})
loan_security_map = {}
for loan in loans:
- outstanding_amount = loan.loan_amount - loan.total_principal_paid
+ if loan.status == 'Disbursed':
+ outstanding_amount = flt(loan.total_payment) - flt(loan.total_interest_payable) \
+ - flt(loan.total_principal_paid)
+ else:
+ outstanding_amount = loan.disbursed_amount
+
pledged_securities = get_pledged_security_qty(loan.name)
ltv_ratio = ''
security_value = 0.0
diff --git a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
index 5e9d82a..f6b28da 100644
--- a/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
+++ b/erpnext/loan_management/doctype/loan_security_unpledge/loan_security_unpledge.py
@@ -43,8 +43,10 @@
"valid_upto": (">=", get_datetime())
}, as_list=1))
- loan_amount, principal_paid = frappe.get_value("Loan", self.loan, ['loan_amount', 'total_principal_paid'])
- pending_principal_amount = loan_amount - principal_paid
+ total_payment, principal_paid, interest_payable = frappe.get_value("Loan", self.loan, ['total_payment', 'total_principal_paid',
+ 'total_interest_payable'])
+
+ pending_principal_amount = flt(total_payment) - flt(interest_payable) - flt(principal_paid)
security_value = 0
for security in self.securities:
@@ -60,7 +62,7 @@
security_value += qty_after_unpledge * loan_security_price_map.get(security.loan_security)
- if not security_value and pending_principal_amount > 0:
+ if not security_value and flt(pending_principal_amount, 2) > 0:
frappe.throw("Cannot Unpledge, loan to value ratio is breaching")
if security_value and (pending_principal_amount/security_value) * 100 > ltv_ratio:
diff --git a/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py b/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
index add7bbf..cba6a2d 100644
--- a/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
+++ b/erpnext/maintenance/doctype/maintenance_schedule/maintenance_schedule.py
@@ -67,16 +67,16 @@
for key in scheduled_date:
description =frappe._("Reference: {0}, Item Code: {1} and Customer: {2}").format(self.name, d.item_code, self.customer)
- frappe.get_doc({
+ event = frappe.get_doc({
"doctype": "Event",
"owner": email_map.get(d.sales_person, self.owner),
"subject": description,
"description": description,
"starts_on": cstr(key["scheduled_date"]) + " 10:00:00",
"event_type": "Private",
- "ref_type": self.doctype,
- "ref_name": self.name
- }).insert(ignore_permissions=1)
+ })
+ event.add_participant(self.doctype, self.name)
+ event.insert(ignore_permissions=1)
frappe.db.set(self, 'status', 'Submitted')
diff --git a/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py b/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
index d8ae17b..3c307e9 100644
--- a/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
+++ b/erpnext/maintenance/doctype/maintenance_schedule/test_maintenance_schedule.py
@@ -2,6 +2,7 @@
# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
from __future__ import unicode_literals
+from frappe.utils.data import get_datetime, add_days
import frappe
import unittest
@@ -9,4 +10,39 @@
# test_records = frappe.get_test_records('Maintenance Schedule')
class TestMaintenanceSchedule(unittest.TestCase):
- pass
+ def test_events_should_be_created_and_deleted(self):
+ ms = make_maintenance_schedule()
+ ms.generate_schedule()
+ ms.submit()
+
+ all_events = get_events(ms)
+ self.assertTrue(len(all_events) > 0)
+
+ ms.cancel()
+ events_after_cancel = get_events(ms)
+ self.assertTrue(len(events_after_cancel) == 0)
+
+def get_events(ms):
+ return frappe.get_all("Event Participants", filters={
+ "reference_doctype": ms.doctype,
+ "reference_docname": ms.name,
+ "parenttype": "Event"
+ })
+
+def make_maintenance_schedule():
+ ms = frappe.new_doc("Maintenance Schedule")
+ ms.company = "_Test Company"
+ ms.customer = "_Test Customer"
+ ms.transaction_date = get_datetime()
+
+ ms.append("items", {
+ "item_code": "_Test Item",
+ "start_date": get_datetime(),
+ "end_date": add_days(get_datetime(), 32),
+ "periodicity": "Weekly",
+ "no_of_visits": 4,
+ "sales_person": "Sales Team",
+ })
+ ms.insert(ignore_permissions=True)
+
+ return ms
diff --git a/erpnext/manufacturing/doctype/bom/bom.py b/erpnext/manufacturing/doctype/bom/bom.py
index c51f655..3189433 100644
--- a/erpnext/manufacturing/doctype/bom/bom.py
+++ b/erpnext/manufacturing/doctype/bom/bom.py
@@ -494,7 +494,7 @@
'image' : d.image,
'stock_uom' : d.stock_uom,
'stock_qty' : flt(d.stock_qty),
- 'rate' : flt(d.base_rate) / flt(d.conversion_factor),
+ 'rate' : flt(d.base_rate) / (flt(d.conversion_factor) or 1.0),
'include_item_in_manufacturing': d.include_item_in_manufacturing
}))
diff --git a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
index e6c10ad..742d18c 100644
--- a/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
+++ b/erpnext/manufacturing/doctype/bom_update_tool/bom_update_tool.py
@@ -90,6 +90,7 @@
update_cost()
def replace_bom(args):
+ frappe.db.auto_commit_on_many_writes = 1
args = frappe._dict(args)
doc = frappe.get_doc("BOM Update Tool")
@@ -97,6 +98,8 @@
doc.new_bom = args.new_bom
doc.replace_bom()
+ frappe.db.auto_commit_on_many_writes = 0
+
def update_cost():
frappe.db.auto_commit_on_many_writes = 1
bom_list = get_boms_in_bottom_up_order()
diff --git a/erpnext/patches.txt b/erpnext/patches.txt
index e17e949..a8648f5 100644
--- a/erpnext/patches.txt
+++ b/erpnext/patches.txt
@@ -718,6 +718,7 @@
erpnext.patches.v12_0.update_item_tax_template_company
erpnext.patches.v13_0.move_branch_code_to_bank_account
erpnext.patches.v13_0.healthcare_lab_module_rename_doctypes
+erpnext.patches.v13_0.add_standard_navbar_items #4
erpnext.patches.v13_0.stock_entry_enhancements
erpnext.patches.v12_0.update_state_code_for_daman_and_diu
erpnext.patches.v12_0.rename_lost_reason_detail
diff --git a/erpnext/patches/v12_0/create_irs_1099_field_united_states.py b/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
index 43bd0cc..7feaffd 100644
--- a/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
+++ b/erpnext/patches/v12_0/create_irs_1099_field_united_states.py
@@ -7,6 +7,7 @@
frappe.reload_doc('accounts', 'doctype', 'allowed_to_transact_with', force=True)
frappe.reload_doc('accounts', 'doctype', 'pricing_rule_detail', force=True)
frappe.reload_doc('crm', 'doctype', 'lost_reason_detail', force=True)
+ frappe.reload_doc('setup', 'doctype', 'quotation_lost_reason_detail', force=True)
company = frappe.get_all('Company', filters = {'country': 'United States'})
if not company:
diff --git a/erpnext/patches/v12_0/rename_lost_reason_detail.py b/erpnext/patches/v12_0/rename_lost_reason_detail.py
index 044d023..d0dc356 100644
--- a/erpnext/patches/v12_0/rename_lost_reason_detail.py
+++ b/erpnext/patches/v12_0/rename_lost_reason_detail.py
@@ -3,6 +3,7 @@
def execute():
if frappe.db.exists("DocType", "Lost Reason Detail"):
+ frappe.reload_doc("crm", "doctype", "opportunity_lost_reason")
frappe.reload_doc("crm", "doctype", "opportunity_lost_reason_detail")
frappe.reload_doc("setup", "doctype", "quotation_lost_reason_detail")
@@ -10,8 +11,8 @@
frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason Detail` SELECT * FROM `tabLost Reason Detail` WHERE `parenttype` = 'Quotation'""")
- frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason` (`name`, `creation`, `modified`, `modified_by`, `owner`, `docstatus`, `parent`, `parentfield`, `parenttype`, `idx`, `_comments`, `_assign`, `_user_tags`, `_liked_by`, `order_lost_reason`)
- SELECT o.`name`, o.`creation`, o.`modified`, o.`modified_by`, o.`owner`, o.`docstatus`, o.`parent`, o.`parentfield`, o.`parenttype`, o.`idx`, o.`_comments`, o.`_assign`, o.`_user_tags`, o.`_liked_by`, o.`lost_reason`
+ frappe.db.sql("""INSERT INTO `tabQuotation Lost Reason` (`name`, `creation`, `modified`, `modified_by`, `owner`, `docstatus`, `parent`, `parentfield`, `parenttype`, `idx`, `_comments`, `_assign`, `_user_tags`, `_liked_by`, `order_lost_reason`)
+ SELECT o.`name`, o.`creation`, o.`modified`, o.`modified_by`, o.`owner`, o.`docstatus`, o.`parent`, o.`parentfield`, o.`parenttype`, o.`idx`, o.`_comments`, o.`_assign`, o.`_user_tags`, o.`_liked_by`, o.`lost_reason`
FROM `tabOpportunity Lost Reason` o LEFT JOIN `tabQuotation Lost Reason` q ON q.name = o.name WHERE q.name IS NULL""")
-
+
frappe.delete_doc("DocType", "Lost Reason Detail")
\ No newline at end of file
diff --git a/erpnext/patches/v13_0/add_standard_navbar_items.py b/erpnext/patches/v13_0/add_standard_navbar_items.py
new file mode 100644
index 0000000..d05b258
--- /dev/null
+++ b/erpnext/patches/v13_0/add_standard_navbar_items.py
@@ -0,0 +1,7 @@
+from __future__ import unicode_literals
+# import frappe
+from erpnext.setup.install import add_standard_navbar_items
+
+def execute():
+ # Add standard navbar items for ERPNext in Navbar Settings
+ add_standard_navbar_items()
diff --git a/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py b/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
index 7c07b98..0f521cb 100644
--- a/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
+++ b/erpnext/patches/v13_0/update_start_end_date_for_old_shift_assignment.py
@@ -7,4 +7,7 @@
def execute():
frappe.reload_doc('hr', 'doctype', 'shift_assignment')
- frappe.db.sql("update `tabShift Assignment` set end_date=date, start_date=date where date IS NOT NULL and start_date IS NULL and end_date IS NULL;")
+ if frappe.db.has_column('Shift Assignment', 'date'):
+ frappe.db.sql("""update `tabShift Assignment`
+ set end_date=date, start_date=date
+ where date IS NOT NULL and start_date IS NULL and end_date IS NULL;""")
diff --git a/erpnext/portal/doctype/homepage/homepage.js b/erpnext/portal/doctype/homepage/homepage.js
index ca34d69..c7c66e0 100644
--- a/erpnext/portal/doctype/homepage/homepage.js
+++ b/erpnext/portal/doctype/homepage/homepage.js
@@ -21,34 +21,6 @@
});
frappe.ui.form.on('Homepage Featured Product', {
- item_code: function(frm, cdt, cdn) {
- var featured_product = frappe.model.get_doc(cdt, cdn);
- if (featured_product.item_code) {
- frappe.call({
- method: 'frappe.client.get_value',
- args: {
- 'doctype': 'Item',
- 'filters': {'name': featured_product.item_code},
- 'fieldname': [
- 'item_name',
- 'web_long_description',
- 'description',
- 'image',
- 'thumbnail'
- ]
- },
- callback: function(r) {
- if (!r.exc) {
- $.extend(featured_product, r.message);
- if (r.message.web_long_description) {
- featured_product.description = r.message.web_long_description;
- }
- frm.refresh_field('products');
- }
- }
- });
- }
- },
view: function(frm, cdt, cdn){
var child= locals[cdt][cdn]
diff --git a/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json b/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json
index c8b4ae9..01c32ef 100644
--- a/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json
+++ b/erpnext/portal/doctype/homepage_featured_product/homepage_featured_product.json
@@ -1,301 +1,116 @@
{
- "allow_copy": 0,
- "allow_import": 0,
- "allow_rename": 0,
- "autoname": "hash",
- "beta": 0,
- "creation": "2016-04-22 05:57:06.261401",
- "custom": 0,
- "docstatus": 0,
- "doctype": "DocType",
- "document_type": "Document",
- "editable_grid": 1,
+ "actions": [],
+ "autoname": "hash",
+ "creation": "2016-04-22 05:57:06.261401",
+ "doctype": "DocType",
+ "document_type": "Document",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+ "item_code",
+ "col_break1",
+ "item_name",
+ "view",
+ "section_break_5",
+ "description",
+ "column_break_7",
+ "image",
+ "thumbnail",
+ "route"
+ ],
"fields": [
{
- "allow_on_submit": 0,
- "bold": 1,
- "collapsible": 0,
- "fieldname": "item_code",
- "fieldtype": "Link",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 1,
- "in_list_view": 1,
- "label": "Item Code",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "item_code",
- "oldfieldtype": "Link",
- "options": "Item",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "print_width": "150px",
- "read_only": 0,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 1,
- "set_only_once": 0,
- "unique": 0,
+ "bold": 1,
+ "fieldname": "item_code",
+ "fieldtype": "Link",
+ "in_filter": 1,
+ "in_list_view": 1,
+ "label": "Item Code",
+ "oldfieldname": "item_code",
+ "oldfieldtype": "Link",
+ "options": "Item",
+ "print_width": "150px",
+ "reqd": 1,
+ "search_index": 1,
"width": "150px"
- },
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "col_break1",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "col_break1",
+ "fieldtype": "Column Break"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "item_name",
- "fieldtype": "Data",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 1,
- "label": "Item Name",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "item_name",
- "oldfieldtype": "Data",
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 1,
- "print_hide_if_no_value": 0,
- "print_width": "150",
- "read_only": 1,
- "report_hide": 0,
- "reqd": 1,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0,
+ "fetch_from": "item_code.item_name",
+ "fetch_if_empty": 1,
+ "fieldname": "item_name",
+ "fieldtype": "Data",
+ "in_list_view": 1,
+ "label": "Item Name",
+ "oldfieldname": "item_name",
+ "oldfieldtype": "Data",
+ "print_hide": 1,
+ "print_width": "150",
+ "read_only": 1,
+ "reqd": 1,
"width": "150"
- },
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "view",
- "fieldtype": "Button",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 1,
- "label": "View",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "view",
+ "fieldtype": "Button",
+ "in_list_view": 1,
+ "label": "View"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 1,
- "fieldname": "section_break_5",
- "fieldtype": "Section Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "Description",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "collapsible": 1,
+ "fieldname": "section_break_5",
+ "fieldtype": "Section Break",
+ "label": "Description"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "description",
- "fieldtype": "Text Editor",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 1,
- "in_list_view": 1,
- "label": "Description",
- "length": 0,
- "no_copy": 0,
- "oldfieldname": "description",
- "oldfieldtype": "Small Text",
- "options": "",
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "print_width": "300px",
- "read_only": 1,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0,
+ "fetch_from": "item_code.web_long_description",
+ "fieldname": "description",
+ "fieldtype": "Text Editor",
+ "in_filter": 1,
+ "in_list_view": 1,
+ "label": "Description",
+ "oldfieldname": "description",
+ "oldfieldtype": "Small Text",
+ "print_width": "300px",
"width": "300px"
- },
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "column_break_7",
- "fieldtype": "Column Break",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "column_break_7",
+ "fieldtype": "Column Break"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "image",
- "fieldtype": "Attach Image",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "Image",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fetch_from": "item_code.website_image",
+ "fetch_if_empty": 1,
+ "fieldname": "image",
+ "fieldtype": "Attach Image",
+ "label": "Image"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "thumbnail",
- "fieldtype": "Attach Image",
- "hidden": 1,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "Thumbnail",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 0,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
- },
+ "fieldname": "thumbnail",
+ "fieldtype": "Attach Image",
+ "hidden": 1,
+ "label": "Thumbnail"
+ },
{
- "allow_on_submit": 0,
- "bold": 0,
- "collapsible": 0,
- "fieldname": "route",
- "fieldtype": "Small Text",
- "hidden": 0,
- "ignore_user_permissions": 0,
- "ignore_xss_filter": 0,
- "in_filter": 0,
- "in_list_view": 0,
- "label": "route",
- "length": 0,
- "no_copy": 0,
- "permlevel": 0,
- "precision": "",
- "print_hide": 0,
- "print_hide_if_no_value": 0,
- "read_only": 1,
- "report_hide": 0,
- "reqd": 0,
- "search_index": 0,
- "set_only_once": 0,
- "unique": 0
+ "fieldname": "route",
+ "fieldtype": "Small Text",
+ "label": "route",
+ "read_only": 1
}
- ],
- "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": "2016-08-09 06:09:34.731971",
- "modified_by": "Administrator",
- "module": "Portal",
- "name": "Homepage Featured Product",
- "name_case": "",
- "owner": "Administrator",
- "permissions": [],
- "quick_entry": 1,
- "read_only": 0,
- "read_only_onload": 0,
- "sort_field": "modified",
- "sort_order": "DESC",
- "track_seen": 0
+ ],
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2020-08-25 15:27:49.573537",
+ "modified_by": "Administrator",
+ "module": "Portal",
+ "name": "Homepage Featured Product",
+ "owner": "Administrator",
+ "permissions": [],
+ "quick_entry": 1,
+ "sort_field": "modified",
+ "sort_order": "DESC"
}
\ No newline at end of file
diff --git a/erpnext/public/js/communication.js b/erpnext/public/js/communication.js
index 9432d42..26e5ab8 100644
--- a/erpnext/public/js/communication.js
+++ b/erpnext/public/js/communication.js
@@ -7,7 +7,7 @@
},
setup_custom_buttons: (frm) => {
- let confirm_msg = "Are you sure you want to create {0} from this email";
+ let confirm_msg = "Are you sure you want to create {0} from this email?";
if(frm.doc.reference_doctype !== "Issue") {
frm.add_custom_button(__("Issue"), () => {
frappe.confirm(__(confirm_msg, [__("Issue")]), () => {
@@ -62,17 +62,36 @@
},
make_opportunity_from_communication: (frm) => {
- return frappe.call({
- method: "erpnext.crm.doctype.opportunity.opportunity.make_opportunity_from_communication",
- args: {
- communication: frm.doc.name
- },
- freeze: true,
- callback: (r) => {
- if(r.message) {
- frm.reload_doc()
+ const fields = [{
+ fieldtype: 'Link',
+ label: __('Select a Company'),
+ fieldname: 'company',
+ options: 'Company',
+ reqd: 1,
+ default: frappe.defaults.get_user_default("Company")
+ }];
+
+ frappe.prompt(fields, data => {
+ frappe.call({
+ method: "erpnext.crm.doctype.opportunity.opportunity.make_opportunity_from_communication",
+ args: {
+ communication: frm.doc.name,
+ company: data.company
+ },
+ freeze: true,
+ callback: (r) => {
+ if(r.message) {
+ frm.reload_doc();
+ frappe.show_alert({
+ message: __("Opportunity {0} created",
+ ['<a href="#Form/Opportunity/'+r.message+'">' + r.message + '</a>']),
+ indicator: 'green'
+ });
+ }
}
- }
- })
+ });
+ },
+ 'Create an Opportunity',
+ 'Create');
}
-});
\ No newline at end of file
+});
diff --git a/erpnext/public/js/conf.js b/erpnext/public/js/conf.js
index 9870f81..2af9140 100644
--- a/erpnext/public/js/conf.js
+++ b/erpnext/public/js/conf.js
@@ -3,32 +3,6 @@
frappe.provide('erpnext');
-// add toolbar icon
-$(document).bind('toolbar_setup', function() {
- frappe.app.name = "ERPNext";
-
- frappe.help_feedback_link = '<p><a class="text-muted" \
- href="https://discuss.erpnext.com">Feedback</a></p>'
-
-
- $('[data-link="docs"]').attr("href", "https://erpnext.com/docs")
- $('[data-link="issues"]').attr("href", "https://github.com/frappe/erpnext/issues")
-
-
- // default documentation goes to erpnext
- // $('[data-link-type="documentation"]').attr('data-path', '/erpnext/manual/index');
-
- // additional help links for erpnext
- var $help_menu = $('.dropdown-help ul .documentation-links');
- $('<li><a data-link-type="forum" href="https://erpnext.com/docs/user/manual" \
- target="_blank">'+__('Documentation')+'</a></li>').insertBefore($help_menu);
- $('<li><a data-link-type="forum" href="https://discuss.erpnext.com" \
- target="_blank">'+__('User Forum')+'</a></li>').insertBefore($help_menu);
- $('<li><a href="https://github.com/frappe/erpnext/issues" \
- target="_blank">'+__('Report an Issue')+'</a></li>').insertBefore($help_menu);
-
-});
-
// preferred modules for breadcrumbs
$.extend(frappe.breadcrumbs.preferred, {
"Item Group": "Stock",
diff --git a/erpnext/public/js/controllers/transaction.js b/erpnext/public/js/controllers/transaction.js
index 436a232..792235f 100644
--- a/erpnext/public/js/controllers/transaction.js
+++ b/erpnext/public/js/controllers/transaction.js
@@ -781,10 +781,23 @@
else var date = this.frm.doc.transaction_date;
if (frappe.meta.get_docfield(this.frm.doctype, "shipping_address") &&
- in_list(['Purchase Order', 'Purchase Receipt', 'Purchase Invoice'], this.frm.doctype)){
+ in_list(['Purchase Order', 'Purchase Receipt', 'Purchase Invoice'], this.frm.doctype)) {
erpnext.utils.get_shipping_address(this.frm, function(){
set_party_account(set_pricing);
})
+
+ // Get default company billing address in Purchase Invoice, Order and Receipt
+ frappe.call({
+ 'method': 'frappe.contacts.doctype.address.address.get_default_address',
+ 'args': {
+ 'doctype': 'Company',
+ 'name': this.frm.doc.company
+ },
+ 'callback': function(r) {
+ me.frm.set_value('billing_address', r.message);
+ }
+ });
+
} else {
set_party_account(set_pricing);
}
diff --git a/erpnext/regional/india/utils.py b/erpnext/regional/india/utils.py
index 844e34b..69e47a4 100644
--- a/erpnext/regional/india/utils.py
+++ b/erpnext/regional/india/utils.py
@@ -726,9 +726,6 @@
if country != 'India':
return gl_entries
- if not doc.total_taxes_and_charges:
- return gl_entries
-
if doc.reverse_charge == 'Y':
gst_accounts = get_gst_accounts(doc.company)
gst_account_list = gst_accounts.get('cgst_account') + gst_accounts.get('sgst_account') \
@@ -738,6 +735,7 @@
if tax.category not in ("Total", "Valuation and Total"):
continue
+ dr_or_cr = "credit" if tax.add_deduct_tax == "Add" else "debit"
if flt(tax.base_tax_amount_after_discount_amount) and tax.account_head in gst_account_list:
account_currency = get_account_currency(tax.account_head)
@@ -747,8 +745,8 @@
"cost_center": tax.cost_center,
"posting_date": doc.posting_date,
"against": doc.supplier,
- "credit": tax.base_tax_amount_after_discount_amount,
- "credits_in_account_currency": tax.base_tax_amount_after_discount_amount \
+ dr_or_cr: tax.base_tax_amount_after_discount_amount,
+ dr_or_cr + "_in_account_currency": tax.base_tax_amount_after_discount_amount \
if account_currency==doc.company_currency \
else tax.tax_amount_after_discount_amount
}, account_currency, item=tax)
diff --git a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js
index dfdf9dc..b757d53 100644
--- a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js
+++ b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.js
@@ -46,5 +46,28 @@
],
onload: (report) => {
fetch_gstins(report);
+
+ report.page.add_inner_button(__("Download JSON"), function () {
+ var filters = report.get_values();
+
+ frappe.call({
+ method: 'erpnext.regional.report.hsn_wise_summary_of_outward_supplies.hsn_wise_summary_of_outward_supplies.get_json',
+ args: {
+ data: report.data,
+ report_name: report.report_name,
+ filters: filters
+ },
+ callback: function(r) {
+ if (r.message) {
+ const args = {
+ cmd: 'erpnext.regional.report.hsn_wise_summary_of_outward_supplies.hsn_wise_summary_of_outward_supplies.download_json_file',
+ data: r.message.data,
+ report_name: r.message.report_name
+ };
+ open_url_post(frappe.request.url, args);
+ }
+ }
+ });
+ });
}
};
diff --git a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py
index a3ed4ce..59389ce 100644
--- a/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py
+++ b/erpnext/regional/report/hsn_wise_summary_of_outward_supplies/hsn_wise_summary_of_outward_supplies.py
@@ -4,11 +4,13 @@
from __future__ import unicode_literals
import frappe, erpnext
from frappe import _
-from frappe.utils import flt
+from frappe.utils import flt, getdate, cstr
from frappe.model.meta import get_field_precision
from frappe.utils.xlsxutils import handle_html
from six import iteritems
import json
+from erpnext.regional.india.utils import get_gst_accounts
+from erpnext.regional.report.gstr_1.gstr_1 import get_company_gstin_number
def execute(filters=None):
return _execute(filters)
@@ -141,7 +143,7 @@
tax_details = frappe.db.sql("""
select
- parent, description, item_wise_tax_detail,
+ parent, account_head, item_wise_tax_detail,
base_tax_amount_after_discount_amount
from `tab%s`
where
@@ -153,11 +155,11 @@
""" % (tax_doctype, '%s', ', '.join(['%s']*len(invoice_item_row)), conditions),
tuple([doctype] + list(invoice_item_row)))
- for parent, description, item_wise_tax_detail, tax_amount in tax_details:
- description = handle_html(description)
- if description not in tax_columns and tax_amount:
+ for parent, account_head, item_wise_tax_detail, tax_amount in tax_details:
+
+ if account_head not in tax_columns and tax_amount:
# as description is text editor earlier and markup can break the column convention in reports
- tax_columns.append(description)
+ tax_columns.append(account_head)
if item_wise_tax_detail:
try:
@@ -175,17 +177,17 @@
for d in item_row_map.get(parent, {}).get(item_code, []):
item_tax_amount = tax_amount
if item_tax_amount:
- itemised_tax.setdefault((parent, item_code), {})[description] = frappe._dict({
+ itemised_tax.setdefault((parent, item_code), {})[account_head] = frappe._dict({
"tax_amount": flt(item_tax_amount, tax_amount_precision)
})
except ValueError:
continue
tax_columns.sort()
- for desc in tax_columns:
+ for account_head in tax_columns:
columns.append({
- "label": desc,
- "fieldname": frappe.scrub(desc),
+ "label": account_head,
+ "fieldname": frappe.scrub(account_head),
"fieldtype": "Float",
"width": 110
})
@@ -212,3 +214,76 @@
return result
+@frappe.whitelist()
+def get_json(filters, report_name, data):
+ filters = json.loads(filters)
+ report_data = json.loads(data)
+ gstin = filters.get('company_gstin') or get_company_gstin_number(filters["company"])
+
+ if not filters.get('from_date') or not filters.get('to_date'):
+ frappe.throw(_("Please enter From Date and To Date to generate JSON"))
+
+ fp = "%02d%s" % (getdate(filters["to_date"]).month, getdate(filters["to_date"]).year)
+
+ gst_json = {"version": "GST2.3.4",
+ "hash": "hash", "gstin": gstin, "fp": fp}
+
+ gst_json["hsn"] = {
+ "data": get_hsn_wise_json_data(filters, report_data)
+ }
+
+ return {
+ 'report_name': report_name,
+ 'data': gst_json
+ }
+
+@frappe.whitelist()
+def download_json_file():
+ '''download json content in a file'''
+ data = frappe._dict(frappe.local.form_dict)
+ frappe.response['filename'] = frappe.scrub("{0}".format(data['report_name'])) + '.json'
+ frappe.response['filecontent'] = data['data']
+ frappe.response['content_type'] = 'application/json'
+ frappe.response['type'] = 'download'
+
+def get_hsn_wise_json_data(filters, report_data):
+
+ filters = frappe._dict(filters)
+ gst_accounts = get_gst_accounts(filters.company)
+ data = []
+ count = 1
+
+ for hsn in report_data:
+ row = {
+ "num": count,
+ "hsn_sc": hsn.get("gst_hsn_code"),
+ "desc": hsn.get("description"),
+ "uqc": hsn.get("stock_uom").upper(),
+ "qty": hsn.get("stock_qty"),
+ "val": flt(hsn.get("total_amount"), 2),
+ "txval": flt(hsn.get("taxable_amount", 2)),
+ "iamt": 0.0,
+ "camt": 0.0,
+ "samt": 0.0,
+ "csamt": 0.0
+
+ }
+
+ for account in gst_accounts.get('igst_account'):
+ row['iamt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ for account in gst_accounts.get('cgst_account'):
+ row['camt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ for account in gst_accounts.get('sgst_account'):
+ row['samt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ for account in gst_accounts.get('cess_account'):
+ row['csamt'] += flt(hsn.get(frappe.scrub(cstr(account)), 0.0), 2)
+
+ data.append(row)
+ count +=1
+
+ return data
+
+
diff --git a/erpnext/selling/desk_page/retail/retail.json b/erpnext/selling/desk_page/retail/retail.json
index 7b30af2..581e14c 100644
--- a/erpnext/selling/desk_page/retail/retail.json
+++ b/erpnext/selling/desk_page/retail/retail.json
@@ -3,7 +3,7 @@
{
"hidden": 0,
"label": "Retail Operations",
- "links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point-of-Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"POS\",\n \"name\": \"pos\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]"
+ "links": "[\n {\n \"description\": \"Setup default values for POS Invoices\",\n \"label\": \"Point of Sale Profile\",\n \"name\": \"POS Profile\",\n \"onboard\": 1,\n \"type\": \"doctype\"\n },\n {\n \"dependencies\": [\n \"POS Profile\"\n ],\n \"description\": \"Point of Sale\",\n \"label\": \"Point of Sale\",\n \"name\": \"point-of-sale\",\n \"onboard\": 1,\n \"type\": \"page\"\n },\n {\n \"description\": \"Setup mode of POS (Online / Offline)\",\n \"label\": \"POS Settings\",\n \"name\": \"POS Settings\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"Cashier Closing\",\n \"label\": \"Cashier Closing\",\n \"name\": \"Cashier Closing\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To make Customer based incentive schemes.\",\n \"label\": \"Loyalty Program\",\n \"name\": \"Loyalty Program\",\n \"type\": \"doctype\"\n },\n {\n \"description\": \"To view logs of Loyalty Points assigned to a Customer.\",\n \"label\": \"Loyalty Point Entry\",\n \"name\": \"Loyalty Point Entry\",\n \"type\": \"doctype\"\n }\n]"
}
],
"category": "Domains",
@@ -14,10 +14,11 @@
"docstatus": 0,
"doctype": "Desk Page",
"extends_another_page": 0,
+ "hide_custom": 0,
"idx": 0,
"is_standard": 1,
"label": "Retail",
- "modified": "2020-04-26 22:42:39.346750",
+ "modified": "2020-08-20 18:00:07.515691",
"modified_by": "Administrator",
"module": "Selling",
"name": "Retail",
@@ -25,5 +26,27 @@
"pin_to_bottom": 0,
"pin_to_top": 0,
"restrict_to_domain": "Retail",
- "shortcuts": []
+ "shortcuts": [
+ {
+ "color": "#9deca2",
+ "doc_view": "",
+ "format": "{} Active",
+ "label": "Point of Sale Profile",
+ "link_to": "POS Profile",
+ "stats_filter": "{\n \"disabled\": 0\n}",
+ "type": "DocType"
+ },
+ {
+ "doc_view": "",
+ "label": "Point of Sale",
+ "link_to": "point-of-sale",
+ "type": "Page"
+ },
+ {
+ "doc_view": "",
+ "label": "POS Settings",
+ "link_to": "POS Settings",
+ "type": "DocType"
+ }
+ ]
}
\ No newline at end of file
diff --git a/erpnext/selling/doctype/customer/customer_dashboard.py b/erpnext/selling/doctype/customer/customer_dashboard.py
index 09e474d..532c11b 100644
--- a/erpnext/selling/doctype/customer/customer_dashboard.py
+++ b/erpnext/selling/doctype/customer/customer_dashboard.py
@@ -33,7 +33,7 @@
},
{
'label': _('Support'),
- 'items': ['Issue']
+ 'items': ['Issue', 'Maintenance Visit', 'Installation Note', 'Warranty Claim']
},
{
'label': _('Projects'),
diff --git a/erpnext/selling/doctype/quotation/quotation.py b/erpnext/selling/doctype/quotation/quotation.py
index ab095eb..20ae19f 100644
--- a/erpnext/selling/doctype/quotation/quotation.py
+++ b/erpnext/selling/doctype/quotation/quotation.py
@@ -285,9 +285,17 @@
return customer
else:
raise
- except frappe.MandatoryError:
+ except frappe.MandatoryError as e:
+ mandatory_fields = e.args[0].split(':')[1].split(',')
+ mandatory_fields = [customer.meta.get_label(field.strip()) for field in mandatory_fields]
+
frappe.local.message_log = []
- frappe.throw(_("Please create Customer from Lead {0}").format(lead_name))
+ lead_link = frappe.utils.get_link_to_form("Lead", lead_name)
+ message = _("Could not auto create Customer due to the following missing mandatory field(s):") + "<br>"
+ message += "<br><ul><li>" + "</li><li>".join(mandatory_fields) + "</li></ul>"
+ message += _("Please create Customer from Lead {0}.").format(lead_link)
+
+ frappe.throw(message, title=_("Mandatory Missing"))
else:
return customer_name
else:
diff --git a/erpnext/selling/doctype/sales_order/sales_order_dashboard.py b/erpnext/selling/doctype/sales_order/sales_order_dashboard.py
index 4126bc6..05a760d 100644
--- a/erpnext/selling/doctype/sales_order/sales_order_dashboard.py
+++ b/erpnext/selling/doctype/sales_order/sales_order_dashboard.py
@@ -10,6 +10,7 @@
'Payment Entry': 'reference_name',
'Payment Request': 'reference_name',
'Auto Repeat': 'reference_document',
+ 'Maintenance Visit': 'prevdoc_docname'
},
'internal_links': {
'Quotation': ['items', 'prevdoc_docname']
@@ -17,7 +18,7 @@
'transactions': [
{
'label': _('Fulfillment'),
- 'items': ['Sales Invoice', 'Pick List', 'Delivery Note']
+ 'items': ['Sales Invoice', 'Pick List', 'Delivery Note', 'Maintenance Visit']
},
{
'label': _('Purchasing'),
diff --git a/erpnext/selling/page/point_of_sale/pos_item_cart.js b/erpnext/selling/page/point_of_sale/pos_item_cart.js
index c23a6ad..eadeb8f 100644
--- a/erpnext/selling/page/point_of_sale/pos_item_cart.js
+++ b/erpnext/selling/page/point_of_sale/pos_item_cart.js
@@ -356,7 +356,7 @@
onchange: function() {
if (this.value || this.value == 0) {
const frm = me.events.get_frm();
- frappe.model.set_value(frm.doc.doctype, frm.doc.name, 'additional_discount_percentage', this.value);
+ frappe.model.set_value(frm.doc.doctype, frm.doc.name, 'additional_discount_percentage', flt(this.value));
me.hide_discount_control(this.value);
}
},
@@ -948,4 +948,4 @@
show ? this.$component.removeClass('d-none') : this.$component.addClass('d-none');
}
-}
\ No newline at end of file
+}
diff --git a/erpnext/setup/doctype/company/delete_company_transactions.py b/erpnext/setup/doctype/company/delete_company_transactions.py
index 8ecc13b..c94831e 100644
--- a/erpnext/setup/doctype/company/delete_company_transactions.py
+++ b/erpnext/setup/doctype/company/delete_company_transactions.py
@@ -26,7 +26,8 @@
tabDocField where fieldtype='Link' and options='Company'"""):
if doctype not in ("Account", "Cost Center", "Warehouse", "Budget",
"Party Account", "Employee", "Sales Taxes and Charges Template",
- "Purchase Taxes and Charges Template", "POS Profile", 'BOM'):
+ "Purchase Taxes and Charges Template", "POS Profile", "BOM",
+ "Company", "Bank Account"):
delete_for_doctype(doctype, company_name)
# reset company values
diff --git a/erpnext/setup/install.py b/erpnext/setup/install.py
index aa9fbc0..4f0f572 100644
--- a/erpnext/setup/install.py
+++ b/erpnext/setup/install.py
@@ -7,6 +7,7 @@
from erpnext.accounts.doctype.cash_flow_mapper.default_cash_flow_mapper import DEFAULT_MAPPERS
from .default_success_action import get_default_success_action
from frappe import _
+from frappe.utils import cint
from frappe.desk.page.setup_wizard.setup_wizard import add_all_roles_to
from frappe.custom.doctype.custom_field.custom_field import create_custom_field
from erpnext.setup.default_energy_point_rules import get_default_energy_point_rules
@@ -25,12 +26,13 @@
create_default_success_action()
create_default_energy_point_rules()
add_company_to_session_defaults()
+ add_standard_navbar_items()
frappe.db.commit()
def check_setup_wizard_not_completed():
- if frappe.db.get_default('desktop:home_page') != 'setup-wizard':
- message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed.
+ if cint(frappe.db.get_single_value('System Settings', 'setup_complete') or 0):
+ message = """ERPNext can only be installed on a fresh site where the setup wizard is not completed.
You can reinstall this site (after saving your data) using: bench --site [sitename] reinstall"""
frappe.throw(message)
@@ -103,3 +105,45 @@
"ref_doctype": "Company"
})
settings.save()
+
+def add_standard_navbar_items():
+ navbar_settings = frappe.get_single("Navbar Settings")
+
+ erpnext_navbar_items = [
+ {
+ 'item_label': 'Documentation',
+ 'item_type': 'Route',
+ 'route': 'https://erpnext.com/docs/user/manual',
+ 'is_standard': 1
+ },
+ {
+ 'item_label': 'User Forum',
+ 'item_type': 'Route',
+ 'route': 'https://discuss.erpnext.com',
+ 'is_standard': 1
+ },
+ {
+ 'item_label': 'Report an Issue',
+ 'item_type': 'Route',
+ 'route': 'https://github.com/frappe/erpnext/issues',
+ 'is_standard': 1
+ }
+ ]
+
+ current_nabvar_items = navbar_settings.help_dropdown
+ navbar_settings.set('help_dropdown', [])
+
+ for item in erpnext_navbar_items:
+ navbar_settings.append('help_dropdown', item)
+
+ for item in current_nabvar_items:
+ navbar_settings.append('help_dropdown', {
+ 'item_label': item.item_label,
+ 'item_type': item.item_type,
+ 'route': item.route,
+ 'action': item.action,
+ 'is_standard': item.is_standard,
+ 'hidden': item.hidden
+ })
+
+ navbar_settings.save()
diff --git a/erpnext/stock/doctype/item/item.py b/erpnext/stock/doctype/item/item.py
index d209f48..d22fda8 100644
--- a/erpnext/stock/doctype/item/item.py
+++ b/erpnext/stock/doctype/item/item.py
@@ -111,6 +111,7 @@
self.synced_with_hub = 0
self.validate_has_variants()
+ self.validate_attributes_in_variants()
self.validate_stock_exists_for_template_item()
self.validate_attributes()
self.validate_variant_attributes()
@@ -806,6 +807,77 @@
if frappe.db.exists("Item", {"variant_of": self.name}):
frappe.throw(_("Item has variants."))
+ def validate_attributes_in_variants(self):
+ if not self.has_variants or self.get("__islocal"):
+ return
+
+ old_doc = self.get_doc_before_save()
+ old_doc_attributes = set([attr.attribute for attr in old_doc.attributes])
+ own_attributes = [attr.attribute for attr in self.attributes]
+
+ # Check if old attributes were removed from the list
+ # Is old_attrs is a subset of new ones
+ # that means we need not check any changes
+ if old_doc_attributes.issubset(set(own_attributes)):
+ return
+
+ from collections import defaultdict
+
+ # get all item variants
+ items = [item["name"] for item in frappe.get_all("Item", {"variant_of": self.name})]
+
+ # get all deleted attributes
+ deleted_attribute = list(old_doc_attributes.difference(set(own_attributes)))
+
+ # fetch all attributes of these items
+ item_attributes = frappe.get_all(
+ "Item Variant Attribute",
+ filters={
+ "parent": ["in", items],
+ "attribute": ["in", deleted_attribute]
+ },
+ fields=["attribute", "parent"]
+ )
+ not_included = defaultdict(list)
+
+ for attr in item_attributes:
+ if attr["attribute"] not in own_attributes:
+ not_included[attr["parent"]].append(attr["attribute"])
+
+ if not len(not_included):
+ return
+
+ def body(docnames):
+ docnames.sort()
+ return "<br>".join(docnames)
+
+ def table_row(title, body):
+ return """<tr>
+ <td>{0}</td>
+ <td>{1}</td>
+ </tr>""".format(title, body)
+
+ rows = ''
+ for docname, attr_list in not_included.items():
+ link = "<a href='#Form/Item/{0}'>{0}</a>".format(frappe.bold(_(docname)))
+ rows += table_row(link, body(attr_list))
+
+ error_description = _('The following deleted attributes exist in Variants but not in the Template. You can either delete the Variants or keep the attribute(s) in template.')
+
+ message = """
+ <div>{0}</div><br>
+ <table class="table">
+ <thead>
+ <td>{1}</td>
+ <td>{2}</td>
+ </thead>
+ {3}
+ </table>
+ """.format(error_description, _('Variant Items'), _('Attributes'), rows)
+
+ frappe.throw(message, title=_("Variant Attribute Error"), is_minimizable=True, wide=True)
+
+
def validate_stock_exists_for_template_item(self):
if self.stock_ledger_created() and self._doc_before_save:
if (cint(self._doc_before_save.has_variants) != cint(self.has_variants)
diff --git a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
index d0ba001..4e173ff 100644
--- a/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/purchase_receipt.py
@@ -227,6 +227,14 @@
if not stock_value_diff:
continue
+ # If PR is sub-contracted and fg item rate is zero
+ # in that case if account for shource and target warehouse are same,
+ # then GL entries should not be posted
+ if flt(stock_value_diff) == flt(d.rm_supp_cost) \
+ and warehouse_account.get(self.supplier_warehouse) \
+ and warehouse_account[d.warehouse]["account"] == warehouse_account[self.supplier_warehouse]["account"]:
+ continue
+
gl_entries.append(self.get_gl_dict({
"account": warehouse_account[d.warehouse]["account"],
"against": stock_rbnb,
@@ -242,16 +250,16 @@
credit_amount = flt(d.base_net_amount, d.precision("base_net_amount")) \
if credit_currency == self.company_currency else flt(d.net_amount, d.precision("net_amount"))
-
- gl_entries.append(self.get_gl_dict({
- "account": warehouse_account[d.from_warehouse]['account'] \
- if d.from_warehouse else stock_rbnb,
- "against": warehouse_account[d.warehouse]["account"],
- "cost_center": d.cost_center,
- "remarks": self.get("remarks") or _("Accounting Entry for Stock"),
- "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")),
- "debit_in_account_currency": -1 * credit_amount
- }, credit_currency, item=d))
+ if credit_amount:
+ gl_entries.append(self.get_gl_dict({
+ "account": warehouse_account[d.from_warehouse]['account'] \
+ if d.from_warehouse else stock_rbnb,
+ "against": warehouse_account[d.warehouse]["account"],
+ "cost_center": d.cost_center,
+ "remarks": self.get("remarks") or _("Accounting Entry for Stock"),
+ "debit": -1 * flt(d.base_net_amount, d.precision("base_net_amount")),
+ "debit_in_account_currency": -1 * credit_amount
+ }, credit_currency, item=d))
negative_expense_to_be_booked += flt(d.item_tax_amount)
diff --git a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
index d97b9e8..67161aa 100644
--- a/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
+++ b/erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py
@@ -3,6 +3,7 @@
from __future__ import unicode_literals
import unittest
+import json
import frappe, erpnext
import frappe.defaults
from frappe.utils import cint, flt, cstr, today, random_string
@@ -18,6 +19,28 @@
set_perpetual_inventory(0)
frappe.db.set_value("Buying Settings", None, "allow_multiple_items", 1)
+ def test_reverse_purchase_receipt_sle(self):
+
+ frappe.db.set_value('UOM', '_Test UOM', 'must_be_whole_number', 0)
+
+ pr = make_purchase_receipt(qty=0.5)
+
+ sl_entry = frappe.db.get_all("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr.name}, ['actual_qty'])
+
+ self.assertEqual(len(sl_entry), 1)
+ self.assertEqual(sl_entry[0].actual_qty, 0.5)
+
+ pr.cancel()
+
+ sl_entry_cancelled = frappe.db.get_all("Stock Ledger Entry", {"voucher_type": "Purchase Receipt",
+ "voucher_no": pr.name}, ['actual_qty'], order_by='creation')
+
+ self.assertEqual(len(sl_entry_cancelled), 2)
+ self.assertEqual(sl_entry_cancelled[1].actual_qty, -0.5)
+
+ frappe.db.set_value('UOM', '_Test UOM', 'must_be_whole_number', 1)
+
def test_make_purchase_invoice(self):
pr = make_purchase_receipt(do_not_save=True)
self.assertRaises(frappe.ValidationError, make_purchase_invoice, pr.name)
@@ -121,6 +144,87 @@
rm_supp_cost = sum([d.amount for d in pr.get("supplied_items")])
self.assertEqual(pr.get("items")[0].rm_supp_cost, flt(rm_supp_cost, 2))
+ def test_subcontracting_gle_fg_item_rate_zero(self):
+ from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
+ set_perpetual_inventory()
+ frappe.db.set_value("Buying Settings", None, "backflush_raw_materials_of_subcontract_based_on", "BOM")
+ make_stock_entry(item_code="_Test Item", target="Work In Progress - TCP1", qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+ make_stock_entry(item_code="_Test Item Home Desktop 100", target="Work In Progress - TCP1",
+ qty=100, basic_rate=100, company="_Test Company with perpetual inventory")
+ pr = make_purchase_receipt(item_code="_Test FG Item", qty=10, rate=0, is_subcontracted="Yes",
+ company="_Test Company with perpetual inventory", warehouse='Stores - TCP1', supplier_warehouse='Work In Progress - TCP1')
+
+ gl_entries = get_gl_entries("Purchase Receipt", pr.name)
+
+ self.assertFalse(gl_entries)
+
+ set_perpetual_inventory(0)
+
+ def test_subcontracting_over_receipt(self):
+ """
+ Behaviour: Raise multiple PRs against one PO that in total
+ receive more than the required qty in the PO.
+ Expected Result: Error Raised for Over Receipt against PO.
+ """
+ from erpnext.stock.doctype.stock_entry.test_stock_entry import make_stock_entry
+ from erpnext.buying.doctype.purchase_order.test_purchase_order import (update_backflush_based_on,
+ make_subcontracted_item, create_purchase_order)
+ from erpnext.buying.doctype.purchase_order.purchase_order import (make_purchase_receipt,
+ make_rm_stock_entry as make_subcontract_transfer_entry)
+
+ update_backflush_based_on("Material Transferred for Subcontract")
+ item_code = "_Test Subcontracted FG Item 1"
+ make_subcontracted_item(item_code)
+
+ po = create_purchase_order(item_code=item_code, qty=1,
+ is_subcontracted="Yes", supplier_warehouse="_Test Warehouse 1 - _TC")
+
+ #stock raw materials in a warehouse before transfer
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code="_Test Item Home Desktop 100", qty=1, basic_rate=100)
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "Test Extra Item 1", qty=1, basic_rate=100)
+ make_stock_entry(target="_Test Warehouse - _TC",
+ item_code = "_Test Item", qty=1, basic_rate=100)
+
+ rm_items = [
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[0].rm_item_code,
+ "item_name": "_Test Item",
+ "qty": po.supplied_items[0].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ },
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[1].rm_item_code,
+ "item_name": "Test Extra Item 1",
+ "qty": po.supplied_items[1].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ },
+ {
+ "item_code": item_code,
+ "rm_item_code": po.supplied_items[2].rm_item_code,
+ "item_name": "_Test Item Home Desktop 100",
+ "qty": po.supplied_items[2].required_qty,
+ "warehouse": "_Test Warehouse - _TC",
+ "stock_uom": "Nos"
+ }
+ ]
+ rm_item_string = json.dumps(rm_items)
+ se = frappe.get_doc(make_subcontract_transfer_entry(po.name, rm_item_string))
+ se.to_warehouse = "_Test Warehouse 1 - _TC"
+ se.save()
+ se.submit()
+
+ pr1 = make_purchase_receipt(po.name)
+ pr2 = make_purchase_receipt(po.name)
+
+ pr1.submit()
+ self.assertRaises(frappe.ValidationError, pr2.submit)
+
def test_serial_no_supplier(self):
pr = make_purchase_receipt(item_code="_Test Serialized Item With Series", qty=1)
self.assertEqual(frappe.db.get_value("Serial No", pr.get("items")[0].serial_no, "supplier"),
@@ -688,7 +792,7 @@
"received_qty": received_qty,
"rejected_qty": rejected_qty,
"rejected_warehouse": args.rejected_warehouse or "_Test Rejected Warehouse - _TC" if rejected_qty != 0 else "",
- "rate": args.rate or 50,
+ "rate": args.rate if args.rate != None else 50,
"conversion_factor": args.conversion_factor or 1.0,
"serial_no": args.serial_no,
"stock_uom": args.stock_uom or "_Test UOM",
diff --git a/erpnext/stock/stock_ledger.py b/erpnext/stock/stock_ledger.py
index e1b3730..f4490f1 100644
--- a/erpnext/stock/stock_ledger.py
+++ b/erpnext/stock/stock_ledger.py
@@ -31,7 +31,7 @@
sle['posting_time'] = now_datetime().strftime('%H:%M:%S.%f')
if cancel:
- sle['actual_qty'] = -flt(sle.get('actual_qty'), 0)
+ sle['actual_qty'] = -flt(sle.get('actual_qty'))
if sle['actual_qty'] < 0 and not sle.get('outgoing_rate'):
sle['outgoing_rate'] = get_incoming_outgoing_rate_for_cancel(sle.item_code,
diff --git a/erpnext/support/doctype/issue/issue.js b/erpnext/support/doctype/issue/issue.js
index 9e15757..858564a 100644
--- a/erpnext/support/doctype/issue/issue.js
+++ b/erpnext/support/doctype/issue/issue.js
@@ -209,11 +209,11 @@
frm.dashboard.set_headline_alert(
'<div class="row">' +
- '<div class="col-xs-6">' +
- '<span class="indicator whitespace-nowrap '+ time_to_respond.indicator +'"><span class="hidden-xs">Time to Respond: '+ time_to_respond.diff_display +'</span></span> ' +
+ '<div class="col-xs-12 col-sm-6">' +
+ '<span class="indicator whitespace-nowrap '+ time_to_respond.indicator +'"><span>Time to Respond: '+ time_to_respond.diff_display +'</span></span> ' +
'</div>' +
- '<div class="col-xs-6">' +
- '<span class="indicator whitespace-nowrap '+ time_to_resolve.indicator +'"><span class="hidden-xs">Time to Resolve: '+ time_to_resolve.diff_display +'</span></span> ' +
+ '<div class="col-xs-12 col-sm-6">' +
+ '<span class="indicator whitespace-nowrap '+ time_to_resolve.indicator +'"><span>Time to Resolve: '+ time_to_resolve.diff_display +'</span></span> ' +
'</div>' +
'</div>'
);
diff --git a/erpnext/templates/generators/item/item_inquiry.js b/erpnext/templates/generators/item/item_inquiry.js
index 52ddae2..e7db3a3 100644
--- a/erpnext/templates/generators/item/item_inquiry.js
+++ b/erpnext/templates/generators/item/item_inquiry.js
@@ -22,6 +22,13 @@
},
{
fieldtype: 'Data',
+ label: __('Phone Number'),
+ fieldname: 'phone',
+ options: 'Phone',
+ reqd: 1
+ },
+ {
+ fieldtype: 'Data',
label: __('Subject'),
fieldname: 'subject',
reqd: 1